@zeniai/client-epic-state 5.2.62-beta0KB → 5.2.62-beta0MM

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Files changed (70) hide show
  1. package/lib/entity/actualMatching/actualMatchingReducer.d.ts +3 -1
  2. package/lib/entity/actualMatching/actualMatchingReducer.js +11 -2
  3. package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +1 -0
  4. package/lib/entity/jeSchedules/jeSchedulesPayload.js +1 -0
  5. package/lib/entity/jeSchedules/jeSchedulesState.d.ts +1 -0
  6. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  7. package/lib/entity/snackbar/snackbarTypes.js +1 -1
  8. package/lib/entity/transaction/stateTypes/paymentType.d.ts +2 -2
  9. package/lib/entity/transaction/stateTypes/paymentType.js +1 -9
  10. package/lib/epic.d.ts +2 -4
  11. package/lib/epic.js +2 -6
  12. package/lib/esm/entity/actualMatching/actualMatchingReducer.js +9 -1
  13. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +1 -0
  14. package/lib/esm/entity/snackbar/snackbarTypes.js +1 -1
  15. package/lib/esm/entity/transaction/stateTypes/paymentType.js +1 -9
  16. package/lib/esm/epic.js +2 -6
  17. package/lib/esm/index.js +7 -10
  18. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/ignoreActualMatchingSuggestionEpic.js +50 -0
  19. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.js +7 -3
  20. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic.js +2 -23
  21. package/lib/esm/view/expenseAutomationView/reducers/actualMatchingViewReducer.js +66 -35
  22. package/lib/esm/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +60 -64
  23. package/lib/esm/view/expenseAutomationView/types/actualMatchingViewState.js +15 -0
  24. package/lib/esm/view/spendManagement/billPay/editBillView/editBillViewSelector.js +30 -4
  25. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +1 -174
  26. package/lib/index.d.ts +8 -12
  27. package/lib/index.js +57 -70
  28. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/ignoreActualMatchingSuggestionEpic.d.ts +10 -0
  29. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/ignoreActualMatchingSuggestionEpic.js +54 -0
  30. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/matchAndReverseAccrualsEpic.js +7 -3
  31. package/lib/view/expenseAutomationView/epics/jeSchedule/actualMatching/searchMatchTransactionsEpic.js +1 -22
  32. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  33. package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts +12 -1
  34. package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.d.ts +16 -8
  35. package/lib/view/expenseAutomationView/reducers/actualMatchingViewReducer.js +67 -36
  36. package/lib/view/expenseAutomationView/selectorTypes/actualMatchingViewSelectorTypes.d.ts +20 -8
  37. package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.d.ts +7 -4
  38. package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js +63 -64
  39. package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts +20 -4
  40. package/lib/view/expenseAutomationView/types/actualMatchingViewState.js +18 -1
  41. package/lib/view/spendManagement/billPay/editBillView/editBillViewSelector.d.ts +1 -1
  42. package/lib/view/spendManagement/billPay/editBillView/editBillViewSelector.js +30 -4
  43. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +1 -37
  44. package/lib/view/transactionDetail/transactionDetailReducer.js +2 -176
  45. package/lib/view/transactionDetail/transactionDetailState.d.ts +0 -12
  46. package/package.json +1 -1
  47. package/lib/entity/transaction/stateTypes/printStatus.d.ts +0 -4
  48. package/lib/entity/transaction/stateTypes/printStatus.js +0 -15
  49. package/lib/esm/entity/transaction/stateTypes/printStatus.js +0 -11
  50. package/lib/esm/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +0 -133
  51. package/lib/esm/view/transactionDetail/createTransaction/createTransactionPayload.js +0 -114
  52. package/lib/esm/view/transactionDetail/createTransaction/createTransactionSelector.js +0 -41
  53. package/lib/esm/view/transactionDetail/createTransaction/createTransactionState.js +0 -11
  54. package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +0 -58
  55. package/lib/esm/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +0 -55
  56. package/lib/esm/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +0 -14
  57. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.d.ts +0 -51
  58. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +0 -148
  59. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts +0 -82
  60. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.js +0 -118
  61. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.d.ts +0 -40
  62. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.js +0 -48
  63. package/lib/view/transactionDetail/createTransaction/createTransactionState.d.ts +0 -81
  64. package/lib/view/transactionDetail/createTransaction/createTransactionState.js +0 -14
  65. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.d.ts +0 -9
  66. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +0 -62
  67. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.d.ts +0 -20
  68. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +0 -59
  69. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.d.ts +0 -12
  70. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +0 -18
@@ -4,13 +4,11 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
4
4
  };
5
5
  var _a;
6
6
  Object.defineProperty(exports, "__esModule", { value: true });
7
- exports.createTransaction = exports.resetCreateTransactionLocalData = exports.removeCreateTransactionLine = exports.addCreateTransactionLine = exports.updateCreateTransactionLineLocalData = exports.updateCreateTransactionLocalData = exports.initializeCreateTransactionLocalData = exports.toggleSplitEditMode = exports.deleteSplitLine = exports.addSplitLine = exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
8
- exports.fetchVendorRecommendationsForCreateTransaction = exports.clearRecommendationsForCreateTransactionLines = exports.setRecommendationsForCreateTransactionLines = exports.createTransactionSuccessOrFailure = void 0;
7
+ exports.toggleSplitEditMode = exports.deleteSplitLine = exports.addSplitLine = exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
9
8
  const toolkit_1 = require("@reduxjs/toolkit");
10
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  const get_1 = __importDefault(require("lodash/get"));
11
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  const entity_1 = require("../../entity/genericEntity/entity");
12
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  const rootActions_1 = require("../../rootActions");
13
- const createTransactionLocalDataHelper_1 = require("./createTransaction/createTransactionLocalDataHelper");
14
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  const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
15
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  const transactionDetailState_1 = require("./transactionDetailState");
16
14
  exports.initialState = {
@@ -19,10 +17,6 @@ exports.initialState = {
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  fetchState: 'Not-Started',
20
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  attachmentDataByID: {},
21
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  },
22
- createTransactionsState: {
23
- createStatus: { fetchState: 'Not-Started' },
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- newTransactionState: (0, createTransactionLocalDataHelper_1.getInitialCreateTransactionLocalDataByType)(),
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- },
26
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  };
27
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  const transactionDetail = (0, toolkit_1.createSlice)({
28
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  name: 'transactionDetail',
@@ -842,174 +836,6 @@ const transactionDetail = (0, toolkit_1.createSlice)({
842
836
  };
843
837
  },
844
838
  },
845
- // ---------------------------------------------------------------------------------
846
- // Create Transaction
847
- //
848
- // These live on the transactionDetail slice rather than in createTransaction/ because a
849
- // createSlice owns exactly one state object, and createTransactionsState is nested inside
850
- // TransactionDetailState. The derivation itself stays in the folder -- each body below
851
- // delegates to createTransactionLocalDataHelper.ts.
852
- //
853
- // They need no clearAll case of their own: the slice already resets to initialState on
854
- // tenant switch, and createTransactionsState is part of it.
855
- // ---------------------------------------------------------------------------------
856
- /** Trigger only -- initializeCreateTransactionLocalDataEpic does the seeding. */
857
- initializeCreateTransactionLocalData: {
858
- reducer(
859
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
860
- _draft,
861
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
862
- _action) {
863
- // no-op
864
- },
865
- prepare(transactionType) {
866
- return { payload: { transactionType } };
867
- },
868
- },
869
- updateCreateTransactionLocalData: {
870
- reducer(draft, action) {
871
- const { transactionType, localData } = action.payload;
872
- const current = draft.createTransactionsState.newTransactionState[transactionType];
873
- draft.createTransactionsState.newTransactionState[transactionType] =
874
- (0, createTransactionLocalDataHelper_1.mergeCreateTransactionLocalData)(current, localData);
875
- },
876
- prepare(transactionType, localData) {
877
- return { payload: { transactionType, localData } };
878
- },
879
- },
880
- updateCreateTransactionLineLocalData: {
881
- reducer(draft, action) {
882
- const { transactionType, lineId, lineUpdates } = action.payload;
883
- const current = draft.createTransactionsState.newTransactionState[transactionType];
884
- current.lines = (0, createTransactionLocalDataHelper_1.updateCreateTransactionLine)(current.lines, lineId, lineUpdates);
885
- },
886
- prepare(transactionType, lineId, lineUpdates) {
887
- return { payload: { transactionType, lineId, lineUpdates } };
888
- },
889
- },
890
- /**
891
- * `line` is supplied by the caller rather than built here, so a row added after a vendor is
892
- * already chosen can arrive pre-populated from the cached recommendations instead of blank.
893
- */
894
- addCreateTransactionLine: {
895
- reducer(draft, action) {
896
- const { transactionType, line } = action.payload;
897
- draft.createTransactionsState.newTransactionState[transactionType].lines.push({
898
- ...line,
899
- id: (0, createTransactionLocalDataHelper_1.nextCreateTransactionLineId)(),
900
- });
901
- },
902
- prepare(transactionType, line) {
903
- return { payload: { transactionType, line } };
904
- },
905
- },
906
- removeCreateTransactionLine: {
907
- reducer(draft, action) {
908
- const { transactionType, lineId } = action.payload;
909
- const current = draft.createTransactionsState.newTransactionState[transactionType];
910
- current.lines = current.lines.filter((line) => line.id !== lineId);
911
- },
912
- prepare(transactionType, lineId) {
913
- return { payload: { transactionType, lineId } };
914
- },
915
- },
916
- /**
917
- * Restores the blank working copy AND re-seeds it, so reopening Create starts from a fresh
918
- * form rather than the previous transaction's values.
919
- */
920
- resetCreateTransactionLocalData: {
921
- reducer(draft, action) {
922
- const { transactionType } = action.payload;
923
- draft.createTransactionsState.newTransactionState[transactionType] =
924
- (0, createTransactionLocalDataHelper_1.getSeededCreateTransactionLocalData)(transactionType);
925
- draft.createTransactionsState.createStatus = {
926
- fetchState: 'Not-Started',
927
- };
928
- draft.createTransactionsState.createdTransactionId = undefined;
929
- },
930
- prepare(transactionType) {
931
- return { payload: { transactionType } };
932
- },
933
- },
934
- /** Submit trigger -- createTransactionEpic builds the payload from localData. */
935
- createTransaction: {
936
- reducer(draft,
937
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
938
- _action) {
939
- draft.createTransactionsState.createStatus = {
940
- fetchState: 'In-Progress',
941
- };
942
- draft.createTransactionsState.createdTransactionId = undefined;
943
- },
944
- prepare(transactionType) {
945
- return { payload: { transactionType } };
946
- },
947
- },
948
- /**
949
- * Trigger only -- fetchVendorRecommendationsForCreateTransactionEpic does the work.
950
- * A null entity means the vendor was cleared.
951
- */
952
- fetchVendorRecommendationsForCreateTransaction: {
953
- reducer(
954
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
955
- _draft,
956
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
957
- _action) {
958
- // no-op
959
- },
960
- prepare(transactionType, lineIds, entity) {
961
- return { payload: { transactionType, lineIds, entity } };
962
- },
963
- },
964
- /**
965
- * Writes a vendor's recommendations into the named lines. `lineIds` is explicit rather than
966
- * "all lines" because a journal entry recommends per line, from that line's own entity.
967
- */
968
- setRecommendationsForCreateTransactionLines: {
969
- reducer(draft, action) {
970
- const { transactionType, lineIds, recommendations, isAccountingClassesEnabled, } = action.payload;
971
- const current = draft.createTransactionsState.newTransactionState[transactionType];
972
- current.lines = current.lines.map((line) => lineIds.includes(line.id)
973
- ? (0, createTransactionLocalDataHelper_1.applyRecommendationsToCreateTransactionLine)(line, recommendations, isAccountingClassesEnabled)
974
- : line);
975
- },
976
- prepare(transactionType, lineIds, recommendations, isAccountingClassesEnabled) {
977
- return {
978
- payload: {
979
- transactionType,
980
- lineIds,
981
- recommendations,
982
- isAccountingClassesEnabled,
983
- },
984
- };
985
- },
986
- },
987
- /** Vendor cleared: drop the dropdown group and undo only what the prefill wrote. */
988
- clearRecommendationsForCreateTransactionLines: {
989
- reducer(draft, action) {
990
- const { transactionType, lineIds } = action.payload;
991
- const current = draft.createTransactionsState.newTransactionState[transactionType];
992
- current.lines = current.lines.map((line) => lineIds.includes(line.id)
993
- ? (0, createTransactionLocalDataHelper_1.clearRecommendationsFromCreateTransactionLine)(line)
994
- : line);
995
- },
996
- prepare(transactionType, lineIds) {
997
- return { payload: { transactionType, lineIds } };
998
- },
999
- },
1000
- createTransactionSuccessOrFailure: {
1001
- reducer(draft, action) {
1002
- const { fetchState, error, createdTransactionId } = action.payload;
1003
- draft.createTransactionsState.createStatus = { fetchState, error };
1004
- if (createdTransactionId != null) {
1005
- draft.createTransactionsState.createdTransactionId =
1006
- createdTransactionId;
1007
- }
1008
- },
1009
- prepare(fetchState, createdTransactionId, error) {
1010
- return { payload: { fetchState, createdTransactionId, error } };
1011
- },
1012
- },
1013
839
  },
1014
840
  extraReducers: (builder) => {
1015
841
  builder.addCase(rootActions_1.clearAll, (draft) => {
@@ -1017,7 +843,7 @@ const transactionDetail = (0, toolkit_1.createSlice)({
1017
843
  });
1018
844
  },
1019
845
  });
1020
- _a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked, exports.addSplitLine = _a.addSplitLine, exports.deleteSplitLine = _a.deleteSplitLine, exports.toggleSplitEditMode = _a.toggleSplitEditMode, exports.initializeCreateTransactionLocalData = _a.initializeCreateTransactionLocalData, exports.updateCreateTransactionLocalData = _a.updateCreateTransactionLocalData, exports.updateCreateTransactionLineLocalData = _a.updateCreateTransactionLineLocalData, exports.addCreateTransactionLine = _a.addCreateTransactionLine, exports.removeCreateTransactionLine = _a.removeCreateTransactionLine, exports.resetCreateTransactionLocalData = _a.resetCreateTransactionLocalData, exports.createTransaction = _a.createTransaction, exports.createTransactionSuccessOrFailure = _a.createTransactionSuccessOrFailure, exports.setRecommendationsForCreateTransactionLines = _a.setRecommendationsForCreateTransactionLines, exports.clearRecommendationsForCreateTransactionLines = _a.clearRecommendationsForCreateTransactionLines, exports.fetchVendorRecommendationsForCreateTransaction = _a.fetchVendorRecommendationsForCreateTransaction;
846
+ _a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked, exports.addSplitLine = _a.addSplitLine, exports.deleteSplitLine = _a.deleteSplitLine, exports.toggleSplitEditMode = _a.toggleSplitEditMode;
1021
847
  exports.default = transactionDetail.reducer;
1022
848
  function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
1023
849
  const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
@@ -11,7 +11,6 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transactionID
11
11
  import { TransactionCategory } from '../../entity/transaction/stateTypes/transactionType';
12
12
  import { VendorBase } from '../../entity/vendor/vendorState';
13
13
  import { EntityRecommendationKey } from '../recommendation/recommendationState';
14
- import { CreateTransactionLocalDataByType } from './createTransaction/createTransactionState';
15
14
  import { TransactionDetailLineItemData, TransactionDetailLocalData } from './transactionDetailTypes';
16
15
  export declare const getTransactionDetailKey: (transactionId: TransactionID) => `${string}_expense` | `${string}_check` | `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_transfer` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
17
16
  export type TransactionDetailKey = ReturnType<typeof getTransactionDetailKey>;
@@ -45,22 +44,11 @@ interface AccountingProviderAttachment {
45
44
  fetchState: FetchStateAndError;
46
45
  }
47
46
  export declare const initialSupportedTransactionDetail: SupportedTransactionDetail;
48
- export interface CreateTransactionsState {
49
- createStatus: FetchStateAndError;
50
- /**
51
- * Keyed by type so switching type in the Create dropdown does not clobber a draft the user
52
- * already started on another type.
53
- */
54
- newTransactionState: CreateTransactionLocalDataByType;
55
- /** Set on a successful create, so the page can navigate to the new transaction. */
56
- createdTransactionId?: TransactionID;
57
- }
58
47
  export interface TransactionDetailState {
59
48
  accountingProviderAttachment: {
60
49
  attachmentDataByID: Record<ID, ArrayBuffer>;
61
50
  fetchState: FetchState;
62
51
  };
63
- createTransactionsState: CreateTransactionsState;
64
52
  transactionDetailById: Record<TransactionDetailKey, SupportedTransactionDetail | undefined>;
65
53
  }
66
54
  export interface TransactionLineUpdates {
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@zeniai/client-epic-state",
3
- "version": "5.2.62-beta0KB",
3
+ "version": "5.2.62-beta0MM",
4
4
  "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
5
5
  "main": "lib/index.js",
6
6
  "module": "lib/esm/index.js",
@@ -1,4 +0,0 @@
1
- declare const toPrintStatusInternal: (v: string) => "NotSet" | "NeedToPrint" | "PrintComplete";
2
- export declare const toPrintStatus: (v?: string) => "NotSet" | "NeedToPrint" | "PrintComplete" | undefined;
3
- export type PrintStatus = ReturnType<typeof toPrintStatusInternal>;
4
- export {};
@@ -1,15 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.toPrintStatus = void 0;
4
- const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
5
- // QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
6
- // transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
7
- const ALL_PRINT_STATUSES = [
8
- 'NotSet',
9
- 'NeedToPrint',
10
- 'PrintComplete',
11
- ];
12
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
13
- const toPrintStatusInternal = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PRINT_STATUSES);
14
- const toPrintStatus = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_PRINT_STATUSES);
15
- exports.toPrintStatus = toPrintStatus;
@@ -1,11 +0,0 @@
1
- import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
2
- // QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
3
- // transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
4
- const ALL_PRINT_STATUSES = [
5
- 'NotSet',
6
- 'NeedToPrint',
7
- 'PrintComplete',
8
- ];
9
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
10
- const toPrintStatusInternal = (v) => stringToUnion(v, ALL_PRINT_STATUSES);
11
- export const toPrintStatus = (v) => stringToUnionStrict(v ?? '', ALL_PRINT_STATUSES);
@@ -1,133 +0,0 @@
1
- import { dateNow } from '../../../zeniDayJS';
2
- import { ALL_CREATABLE_TRANSACTION_TYPES, } from './createTransactionState';
3
- /**
4
- * Monotonic counter for line row keys. These never leave the client -- the payload builder
5
- * drops them -- so a counter is enough, and it keeps reducer tests deterministic in a way
6
- * randomUUID would not.
7
- */
8
- let lineIdCounter = 0;
9
- export const nextCreateTransactionLineId = () => `create-transaction-line-${lineIdCounter++}`;
10
- /** Test-only: makes line ids predictable from the start of each case. */
11
- export const resetCreateTransactionLineIdCounter = () => {
12
- lineIdCounter = 0;
13
- };
14
- export const createEmptyCreateTransactionLine = (postingType) => ({
15
- id: nextCreateTransactionLineId(),
16
- postingType,
17
- });
18
- /**
19
- * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
20
- * debit and one credit, so it opens with both rather than making the user add the second row.
21
- * Transfer has no lines at all.
22
- */
23
- export const getDefaultCreateTransactionLines = (transactionType) => {
24
- if (transactionType === 'transfer') {
25
- return [];
26
- }
27
- if (transactionType === 'journal_entry') {
28
- return [
29
- createEmptyCreateTransactionLine('debit'),
30
- createEmptyCreateTransactionLine('credit'),
31
- ];
32
- }
33
- return [createEmptyCreateTransactionLine()];
34
- };
35
- /**
36
- * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
37
- * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
38
- * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
39
- */
40
- export const getEmptyCreateTransactionLocalData = (transactionType) => ({
41
- lines: [],
42
- transactionType,
43
- });
44
- export const getInitialCreateTransactionLocalDataByType = () => ALL_CREATABLE_TRANSACTION_TYPES.reduce((acc, transactionType) => {
45
- acc[transactionType] =
46
- getEmptyCreateTransactionLocalData(transactionType);
47
- return acc;
48
- }, {});
49
- /**
50
- * What the form opens with: a blank copy plus today's date, the default line set, and the one
51
- * payment_type the backend insists on for a check (qbo_purchase.py raises without it).
52
- */
53
- export const getSeededCreateTransactionLocalData = (transactionType) => ({
54
- ...getEmptyCreateTransactionLocalData(transactionType),
55
- lines: getDefaultCreateTransactionLines(transactionType),
56
- paymentType: transactionType === 'check' ? 'check' : undefined,
57
- transactionDate: dateNow(),
58
- });
59
- /**
60
- * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
61
- * a partial line array would silently truncate the form.
62
- */
63
- export const mergeCreateTransactionLocalData = (current, update) => ({
64
- ...current,
65
- ...update,
66
- lines: update.lines ?? current.lines,
67
- // The type is keyed by the slice, never edited through a merge.
68
- transactionType: current.transactionType,
69
- });
70
- export const updateCreateTransactionLine = (lines, lineId, update) => lines.map((line) => line.id === lineId ? { ...line, ...update, id: line.id } : line);
71
- /**
72
- * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
73
- * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
74
- * needs the entities to build its "Recommended" group.
75
- */
76
- export const toRecommendationsWithCOT = (recommendations) => recommendations.map((recommendation) => ({
77
- account: recommendation.account != null
78
- ? { ...recommendation.account, cot: [], reasoning: '' }
79
- : undefined,
80
- class: recommendation.class != null
81
- ? { ...recommendation.class, cot: [], reasoning: '' }
82
- : undefined,
83
- vendor: recommendation.vendor != null
84
- ? { ...recommendation.vendor, cot: [], reasoning: '' }
85
- : undefined,
86
- }));
87
- /**
88
- * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
89
- * group, but only prefills account/class when the field is still empty. Anything the user
90
- * picked wins -- this follows the transaction-categorization helper, which prefills, rather
91
- * than the detail-page helper, which only suggests.
92
- */
93
- export const applyRecommendationsToCreateTransactionLine = (line, recommendations, isAccountingClassesEnabled) => {
94
- const top = recommendations[0];
95
- const updated = {
96
- ...line,
97
- recommendationsWithCOT: toRecommendationsWithCOT(recommendations),
98
- };
99
- if (line.accountQboId == null && top?.account?.qboId != null) {
100
- updated.accountQboId = top.account.qboId;
101
- updated.accountName = top.account.accountName;
102
- updated.isAccountPreFilled = true;
103
- }
104
- if (isAccountingClassesEnabled &&
105
- line.classId == null &&
106
- top?.class?.classId != null) {
107
- updated.classId = top.class.classId;
108
- updated.isClassPreFilled = true;
109
- }
110
- return updated;
111
- };
112
- /**
113
- * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
114
- * the per-field flags are what make the user's own choices distinguishable from ours, which is
115
- * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
116
- * class is an ordinary state, and clearing must not take the account with it.
117
- */
118
- export const clearRecommendationsFromCreateTransactionLine = (line) => {
119
- const cleared = {
120
- ...line,
121
- recommendationsWithCOT: undefined,
122
- };
123
- if (line.isAccountPreFilled === true) {
124
- cleared.accountQboId = undefined;
125
- cleared.accountName = undefined;
126
- cleared.isAccountPreFilled = undefined;
127
- }
128
- if (line.isClassPreFilled === true) {
129
- cleared.classId = undefined;
130
- cleared.isClassPreFilled = undefined;
131
- }
132
- return cleared;
133
- };
@@ -1,114 +0,0 @@
1
- import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
2
- import { getAccountBase } from '../../../entity/account/accountSelector';
3
- import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
4
- const toRemitToAddressPayload = (address) => {
5
- if (address == null) {
6
- return undefined;
7
- }
8
- return {
9
- line1: address.line1,
10
- city: address.city,
11
- state: address.state,
12
- postal_code: address.postalCode,
13
- country: address.country,
14
- };
15
- };
16
- const toLinePayload = (line, transactionType) => {
17
- const lineDetail = {};
18
- if (line.accountQboId != null) {
19
- lineDetail.account = {
20
- qbo_id: line.accountQboId,
21
- account_name: line.accountName,
22
- };
23
- }
24
- // An empty object is what the confirmed payloads send when no class is chosen; sending the
25
- // key with a qbo_id only once one is picked.
26
- lineDetail.class = line.classId != null ? { qbo_id: line.classId } : {};
27
- if (transactionType === 'journal_entry') {
28
- lineDetail.posting_type = line.postingType;
29
- if (line.vendorQboId != null) {
30
- lineDetail.vendor = { qbo_id: line.vendorQboId };
31
- }
32
- }
33
- return {
34
- // The backend rejects a bool here, so this is always coerced to a number.
35
- amount: line.amount?.amount ?? 0,
36
- line_description: line.lineDescription,
37
- line_detail_type: transactionType === 'journal_entry'
38
- ? 'journal_entry_line_detail'
39
- : 'account_based_expense_line_detail',
40
- line_detail: lineDetail,
41
- };
42
- };
43
- /** Resolves a Zeni account id to the QBO id the endpoint expects. */
44
- const toQboAccountId = (state, accountId) => {
45
- if (accountId == null) {
46
- return undefined;
47
- }
48
- return (getAccountBase(state.accountState, accountId, 'account_list')?.qboId ??
49
- accountId);
50
- };
51
- /** Resolves a Zeni vendor id to its QBO id -- `vendor_id` on the wire is a QBO id. */
52
- const toQboVendorId = (state, vendorId) => {
53
- if (vendorId == null) {
54
- return undefined;
55
- }
56
- return getVendorByVendorId(state.vendorState, vendorId)?.qboId ?? vendorId;
57
- };
58
- /**
59
- * Builds the request body for one transaction type. One branch per type rather than a shared
60
- * body with optional keys, because the types genuinely diverge -- transfer carries no lines at
61
- * all, and journal_entry carries no header account.
62
- */
63
- export const prepareCreateTransactionPayload = (state, localData) => {
64
- const { transactionType } = localData;
65
- const base = {
66
- transaction_type: transactionType,
67
- transaction_date: localData.transactionDate?.format(DEFAULT_DATE_FORMAT) ?? '',
68
- transaction_memo: localData.transactionMemo,
69
- };
70
- if (transactionType === 'transfer') {
71
- return {
72
- ...base,
73
- from_account_id: toQboAccountId(state, localData.fromAccountId),
74
- to_account_id: toQboAccountId(state, localData.toAccountId),
75
- total_amount: localData.totalAmount?.amount ?? 0,
76
- };
77
- }
78
- const lines = localData.lines.map((line) => toLinePayload(line, transactionType));
79
- if (transactionType === 'journal_entry') {
80
- return {
81
- ...base,
82
- document_id: localData.documentId,
83
- lines,
84
- };
85
- }
86
- const purchaseBase = {
87
- ...base,
88
- payment_type: localData.paymentType,
89
- qbo_account_id: toQboAccountId(state, localData.qboAccountId),
90
- vendor_id: toQboVendorId(state, localData.vendorId),
91
- lines,
92
- };
93
- if (transactionType === 'check') {
94
- return {
95
- ...purchaseBase,
96
- document_number: localData.documentNumber,
97
- print_status: localData.printStatus,
98
- remit_to_address: toRemitToAddressPayload(localData.remitToAddress),
99
- };
100
- }
101
- if (transactionType === 'credit_card_credit') {
102
- // credit_card_credit is not in the backend's SUPPORTED_TRANSACTION_WRITE_TYPES. QBO models
103
- // it as a Purchase with Credit: true and qbo_purchase.py already honours is_credit for
104
- // card payment types, so this sends `expense` + is_credit rather than a type the validator
105
- // rejects outright. Confirm with backend before enabling the menu item.
106
- return {
107
- ...purchaseBase,
108
- transaction_type: 'expense',
109
- is_credit: true,
110
- document_number: localData.documentNumber,
111
- };
112
- }
113
- return purchaseBase;
114
- };
@@ -1,41 +0,0 @@
1
- import { getNestedAccountListHierarchy } from '../../accountList/accountListSelector';
2
- import { getNestedClassListHierarchy } from '../../classList/classListSelector';
3
- import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
4
- import { getRecommendationsForEntity } from '../../recommendation/recommendationSelector';
5
- export const getCreateTransactionLocalData = (state, transactionType) => state.transactionDetailState.createTransactionsState.newTransactionState[transactionType];
6
- export const getCreateTransactionStatus = (state) => state.transactionDetailState.createTransactionsState.createStatus;
7
- /**
8
- * The vendor recommendations backing the category/class dropdowns on the create page.
9
- *
10
- * No new state field is needed for this: getRecommendationsForEntity already returns
11
- * fetchState alongside recommendations, so composing it here is enough for the page to show a
12
- * line skeleton and hold Save while a fetch is in flight.
13
- */
14
- export const getCreateTransactionVendorRecommendations = (state, vendorQboId) => {
15
- if (vendorQboId == null || vendorQboId === '') {
16
- return { fetchState: 'Not-Started' };
17
- }
18
- const view = getRecommendationsForEntity(state, vendorQboId, 'vendor');
19
- return {
20
- fetchState: view.fetchState,
21
- recommendations: view.recommendations,
22
- };
23
- };
24
- export const getCreateTransactionView = (state, transactionType) => {
25
- const { accountListState, classListState, transactionDetailState, vendorState, } = state;
26
- const { createTransactionsState } = transactionDetailState;
27
- return {
28
- transactionType,
29
- localData: createTransactionsState.newTransactionState[transactionType],
30
- createStatus: createTransactionsState.createStatus,
31
- createdTransactionId: createTransactionsState.createdTransactionId,
32
- vendorList: Object.values(vendorState.vendorByID),
33
- accountListNestedAccountHierarchy: getNestedAccountListHierarchy(accountListState, 'accountList'),
34
- classListNestedAccountHierarchy: getNestedClassListHierarchy(classListState),
35
- transferAccountsList: transactionType === 'transfer'
36
- ? getResolvedTransferAccounts(state).transferAccountsList
37
- : [],
38
- fetchState: createTransactionsState.createStatus.fetchState,
39
- error: createTransactionsState.createStatus.error,
40
- };
41
- };
@@ -1,11 +0,0 @@
1
- /**
2
- * The transaction types the Create Transaction flow can originate. A narrow subset of
3
- * TransactionType -- everything else is read-only and arrives via sync.
4
- */
5
- export const ALL_CREATABLE_TRANSACTION_TYPES = [
6
- 'expense',
7
- 'check',
8
- 'credit_card_credit',
9
- 'transfer',
10
- 'journal_entry',
11
- ];