@zeniai/client-epic-state 5.2.89-beta0KB → 5.2.89-beta1MM

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Files changed (66) hide show
  1. package/lib/entity/invoicing/creditNote/creditNotePayload.d.ts +2 -0
  2. package/lib/entity/invoicing/creditNote/creditNotePayload.js +5 -0
  3. package/lib/entity/invoicing/creditNote/creditNoteState.d.ts +1 -0
  4. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  5. package/lib/entity/snackbar/snackbarTypes.js +0 -1
  6. package/lib/entity/transaction/stateTypes/paymentType.d.ts +2 -2
  7. package/lib/entity/transaction/stateTypes/paymentType.js +1 -9
  8. package/lib/epic.d.ts +1 -5
  9. package/lib/epic.js +0 -8
  10. package/lib/esm/entity/invoicing/creditNote/creditNotePayload.js +5 -0
  11. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -1
  12. package/lib/esm/entity/transaction/stateTypes/paymentType.js +1 -9
  13. package/lib/esm/epic.js +0 -8
  14. package/lib/esm/index.js +2 -5
  15. package/lib/esm/view/expenseAutomationView/payload/actualMatchingPayload.js +1 -0
  16. package/lib/esm/view/financeStatement/financeStatementReducer.js +6 -11
  17. package/lib/esm/view/invoicing/invoicingOverview/invoicingOverviewPayload.js +1 -0
  18. package/lib/esm/view/reportUIOptions/financeStatementCompareBalances.js +16 -0
  19. package/lib/esm/view/reportUIOptions/updateReportUIOptionCompareModeEpic.js +2 -5
  20. package/lib/esm/view/reportUIOptions/updateReportUIOptionIsCompareModeOnEpic.js +6 -10
  21. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +1 -196
  22. package/lib/index.d.ts +2 -6
  23. package/lib/index.js +37 -58
  24. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  25. package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts +1 -0
  26. package/lib/view/expenseAutomationView/payload/actualMatchingPayload.js +1 -0
  27. package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts +2 -0
  28. package/lib/view/financeStatement/financeStatementReducer.js +6 -11
  29. package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.d.ts +5 -0
  30. package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.js +1 -0
  31. package/lib/view/invoicing/invoicingOverview/invoicingOverviewState.d.ts +2 -0
  32. package/lib/view/reportUIOptions/financeStatementCompareBalances.d.ts +2 -0
  33. package/lib/view/reportUIOptions/financeStatementCompareBalances.js +19 -0
  34. package/lib/view/reportUIOptions/updateReportUIOptionCompareModeEpic.js +2 -5
  35. package/lib/view/reportUIOptions/updateReportUIOptionIsCompareModeOnEpic.js +6 -10
  36. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +1 -39
  37. package/lib/view/transactionDetail/transactionDetailReducer.js +2 -198
  38. package/lib/view/transactionDetail/transactionDetailState.d.ts +0 -12
  39. package/package.json +1 -1
  40. package/lib/entity/transaction/stateTypes/printStatus.d.ts +0 -4
  41. package/lib/entity/transaction/stateTypes/printStatus.js +0 -11
  42. package/lib/esm/entity/transaction/stateTypes/printStatus.js +0 -7
  43. package/lib/esm/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +0 -157
  44. package/lib/esm/view/transactionDetail/createTransaction/createTransactionPayload.js +0 -164
  45. package/lib/esm/view/transactionDetail/createTransaction/createTransactionSelector.js +0 -47
  46. package/lib/esm/view/transactionDetail/createTransaction/createTransactionState.js +0 -11
  47. package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.js +0 -19
  48. package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +0 -81
  49. package/lib/esm/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +0 -53
  50. package/lib/esm/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +0 -10
  51. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.d.ts +0 -56
  52. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +0 -172
  53. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts +0 -95
  54. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.js +0 -169
  55. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.d.ts +0 -44
  56. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.js +0 -53
  57. package/lib/view/transactionDetail/createTransaction/createTransactionState.d.ts +0 -82
  58. package/lib/view/transactionDetail/createTransaction/createTransactionState.js +0 -14
  59. package/lib/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.d.ts +0 -10
  60. package/lib/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.js +0 -23
  61. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.d.ts +0 -9
  62. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +0 -85
  63. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.d.ts +0 -20
  64. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +0 -57
  65. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.d.ts +0 -12
  66. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +0 -14
@@ -1,172 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.clearRecommendationsFromCreateTransactionLine = exports.applyRecommendationsToCreateTransactionLine = exports.toRecommendationsWithCOT = exports.updateCreateTransactionLine = exports.mergeCreateTransactionLocalData = exports.getSeededCreateTransactionLocalData = exports.getInitialCreateTransactionLocalDataByType = exports.getEmptyCreateTransactionLocalData = exports.getDefaultCreateTransactionLines = exports.createEmptyCreateTransactionLine = exports.resetCreateTransactionLineIdCounter = exports.nextCreateTransactionLineId = void 0;
4
- const zeniDayJS_1 = require("../../../zeniDayJS");
5
- const createTransactionState_1 = require("./createTransactionState");
6
- /**
7
- * Monotonic counter for line row keys. These never leave the client -- the payload builder
8
- * drops them -- so a counter is enough, and it keeps reducer tests deterministic in a way
9
- * randomUUID would not.
10
- */
11
- let lineIdCounter = 0;
12
- const nextCreateTransactionLineId = () => `create-transaction-line-${lineIdCounter++}`;
13
- exports.nextCreateTransactionLineId = nextCreateTransactionLineId;
14
- /** Test-only: makes line ids predictable from the start of each case. */
15
- const resetCreateTransactionLineIdCounter = () => {
16
- lineIdCounter = 0;
17
- };
18
- exports.resetCreateTransactionLineIdCounter = resetCreateTransactionLineIdCounter;
19
- const createEmptyCreateTransactionLine = (postingType) => ({
20
- id: (0, exports.nextCreateTransactionLineId)(),
21
- postingType,
22
- });
23
- exports.createEmptyCreateTransactionLine = createEmptyCreateTransactionLine;
24
- /**
25
- * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
26
- * debit and one credit, so it opens with both rather than making the user add the second row.
27
- * Transfer has no lines at all.
28
- */
29
- const getDefaultCreateTransactionLines = (transactionType) => {
30
- if (transactionType === 'transfer') {
31
- return [];
32
- }
33
- if (transactionType === 'journal_entry') {
34
- return [
35
- (0, exports.createEmptyCreateTransactionLine)('debit'),
36
- (0, exports.createEmptyCreateTransactionLine)('credit'),
37
- ];
38
- }
39
- return [(0, exports.createEmptyCreateTransactionLine)()];
40
- };
41
- exports.getDefaultCreateTransactionLines = getDefaultCreateTransactionLines;
42
- /**
43
- * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
44
- * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
45
- * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
46
- */
47
- const getEmptyCreateTransactionLocalData = (transactionType) => ({
48
- lines: [],
49
- transactionType,
50
- });
51
- exports.getEmptyCreateTransactionLocalData = getEmptyCreateTransactionLocalData;
52
- const getInitialCreateTransactionLocalDataByType = () => createTransactionState_1.ALL_CREATABLE_TRANSACTION_TYPES.reduce((acc, transactionType) => {
53
- acc[transactionType] =
54
- (0, exports.getEmptyCreateTransactionLocalData)(transactionType);
55
- return acc;
56
- }, {});
57
- exports.getInitialCreateTransactionLocalDataByType = getInitialCreateTransactionLocalDataByType;
58
- /**
59
- * The payment_type the backend insists on for some types: a check needs `check`, and a
60
- * credit_card_credit (sent as expense + is_credit) needs a card type -- qbo_purchase.py raises
61
- * without them.
62
- */
63
- const SEEDED_PAYMENT_TYPE = {
64
- check: 'check',
65
- credit_card_credit: 'credit_card',
66
- };
67
- /**
68
- * What the form opens with: a blank copy plus today's date, the default line set, and the
69
- * payment_type the backend insists on for the type.
70
- */
71
- const getSeededCreateTransactionLocalData = (transactionType) => ({
72
- ...(0, exports.getEmptyCreateTransactionLocalData)(transactionType),
73
- lines: (0, exports.getDefaultCreateTransactionLines)(transactionType),
74
- paymentType: SEEDED_PAYMENT_TYPE[transactionType],
75
- transactionDate: (0, zeniDayJS_1.dateNow)(),
76
- });
77
- exports.getSeededCreateTransactionLocalData = getSeededCreateTransactionLocalData;
78
- /**
79
- * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
80
- * a partial line array would silently truncate the form.
81
- */
82
- const mergeCreateTransactionLocalData = (current, update) => ({
83
- ...current,
84
- ...update,
85
- lines: update.lines ?? current.lines,
86
- // The type is keyed by the slice, never edited through a merge.
87
- transactionType: current.transactionType,
88
- });
89
- exports.mergeCreateTransactionLocalData = mergeCreateTransactionLocalData;
90
- /**
91
- * A user edit to a prefilled account or class makes it theirs, so its flag is dropped and a
92
- * later vendor switch no longer clears it.
93
- */
94
- const updateCreateTransactionLine = (lines, lineId, update) => lines.map((line) => line.id === lineId
95
- ? {
96
- ...line,
97
- ...update,
98
- id: line.id,
99
- isAccountPreFilled: 'accountQboId' in update ? undefined : line.isAccountPreFilled,
100
- isClassPreFilled: 'classId' in update ? undefined : line.isClassPreFilled,
101
- }
102
- : line);
103
- exports.updateCreateTransactionLine = updateCreateTransactionLine;
104
- /**
105
- * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
106
- * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
107
- * needs the entities to build its "Recommended" group.
108
- */
109
- const toRecommendationsWithCOT = (recommendations) => recommendations.map((recommendation) => ({
110
- account: recommendation.account != null
111
- ? { ...recommendation.account, cot: [], reasoning: '' }
112
- : undefined,
113
- class: recommendation.class != null
114
- ? { ...recommendation.class, cot: [], reasoning: '' }
115
- : undefined,
116
- vendor: recommendation.vendor != null
117
- ? { ...recommendation.vendor, cot: [], reasoning: '' }
118
- : undefined,
119
- }));
120
- exports.toRecommendationsWithCOT = toRecommendationsWithCOT;
121
- /**
122
- * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
123
- * group, but only prefills account/class when the field is still empty. Callers switching
124
- * vendors clear the previous prefill first, so "empty" includes what the last vendor filled. Anything the user
125
- * picked wins -- this follows the transaction-categorization helper, which prefills, rather
126
- * than the detail-page helper, which only suggests.
127
- */
128
- const applyRecommendationsToCreateTransactionLine = (line, recommendations, isAccountingClassesEnabled) => {
129
- const top = recommendations[0];
130
- const updated = {
131
- ...line,
132
- recommendationsWithCOT: (0, exports.toRecommendationsWithCOT)(recommendations),
133
- };
134
- if (line.accountQboId == null && top?.account?.qboId != null) {
135
- updated.accountQboId = top.account.qboId;
136
- updated.accountName = top.account.accountName;
137
- updated.isAccountPreFilled = true;
138
- }
139
- if (isAccountingClassesEnabled &&
140
- line.classId == null &&
141
- top?.class?.classId != null) {
142
- updated.classId = top.class.classId;
143
- updated.className = top.class.className;
144
- updated.isClassPreFilled = true;
145
- }
146
- return updated;
147
- };
148
- exports.applyRecommendationsToCreateTransactionLine = applyRecommendationsToCreateTransactionLine;
149
- /**
150
- * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
151
- * the per-field flags are what make the user's own choices distinguishable from ours, which is
152
- * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
153
- * class is an ordinary state, and clearing must not take the account with it.
154
- */
155
- const clearRecommendationsFromCreateTransactionLine = (line) => {
156
- const cleared = {
157
- ...line,
158
- recommendationsWithCOT: undefined,
159
- };
160
- if (line.isAccountPreFilled === true) {
161
- cleared.accountQboId = undefined;
162
- cleared.accountName = undefined;
163
- cleared.isAccountPreFilled = undefined;
164
- }
165
- if (line.isClassPreFilled === true) {
166
- cleared.classId = undefined;
167
- cleared.className = undefined;
168
- cleared.isClassPreFilled = undefined;
169
- }
170
- return cleared;
171
- };
172
- exports.clearRecommendationsFromCreateTransactionLine = clearRecommendationsFromCreateTransactionLine;
@@ -1,95 +0,0 @@
1
- import { ID } from '../../../commonStateTypes/common';
2
- import { ProjectBasePayload } from '../../../entity/project/projectPayload';
3
- import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
4
- import { ZeniAPIResponse } from '../../../responsePayload';
5
- import { RootState } from '../../../rootStateTypes';
6
- import { CreateTransactionLocalData } from './createTransactionState';
7
- /**
8
- * Wire types for POST /1.0/transactions/manage.
9
- *
10
- * Two things here are easy to get wrong and are deliberately explicit:
11
- *
12
- * 1. `line_detail_type` is snake_case. The PascalCase strings in the backend are Python
13
- * constant NAMES; ZENI_LINE_DETAIL_TYPE_TO_QBO_LINE_DETAIL_TYPE_MAP converts them for the
14
- * body the backend sends on to QuickBooks, never for ours.
15
- * 2. The reference number uses two different keys depending on the QBO entity. check and
16
- * expense are Purchases and take `document_number`; everything else takes `document_id`.
17
- */
18
- export interface CreateTransactionAccountPayload {
19
- qbo_id: ID;
20
- account_name?: string;
21
- }
22
- export interface CreateTransactionLineDetailPayload {
23
- account?: CreateTransactionAccountPayload;
24
- class?: Record<string, never> | {
25
- qbo_id: ID;
26
- };
27
- /**
28
- * journal_entry only, and it MUST sit inside line_detail. The write validator's docstring
29
- * warns that a misplaced posting_type is silently dropped and then rejected by QBO.
30
- */
31
- posting_type?: 'credit' | 'debit';
32
- /** Same shape the transaction update sends on a vendor line. */
33
- project?: ProjectBasePayload;
34
- vendor?: {
35
- qbo_id: ID;
36
- };
37
- }
38
- export interface CreateTransactionLinePayload {
39
- amount: number;
40
- line_detail: CreateTransactionLineDetailPayload;
41
- line_detail_type: 'account_based_expense_line_detail' | 'item_based_expense_line_detail' | 'journal_entry_line_detail';
42
- line_description?: string;
43
- }
44
- export interface CreateTransactionRemitToAddressPayload {
45
- city?: string;
46
- country?: string;
47
- line1?: string;
48
- postal_code?: string;
49
- state?: string;
50
- }
51
- export interface CreateTransactionRequest extends Record<string, unknown> {
52
- transaction_date: string;
53
- transaction_type: string;
54
- /** journal_entry reference number. */
55
- document_id?: string;
56
- /** check / credit_card_credit reference number (QBO Purchase). */
57
- document_number?: string;
58
- from_account_id?: ID;
59
- /** credit_card_credit is modelled as a Purchase with Credit: true. */
60
- is_credit?: boolean;
61
- lines?: CreateTransactionLinePayload[];
62
- payment_type?: string;
63
- print_status?: string;
64
- qbo_account_id?: ID;
65
- remit_to_address?: CreateTransactionRemitToAddressPayload;
66
- to_account_id?: ID;
67
- total_amount?: number;
68
- transaction_memo?: string;
69
- vendor_id?: ID;
70
- }
71
- /**
72
- * The create endpoint writes to QBO and returns the created entity; Zeni's own mirror is
73
- * populated by the delta sync that runs afterwards, so this response is the only view of the
74
- * new transaction the client gets immediately.
75
- */
76
- export interface CreateTransactionPayload {
77
- transactions: TransactionPayload[];
78
- }
79
- export type CreateTransactionResponse = ZeniAPIResponse<CreateTransactionPayload>;
80
- /**
81
- * Thrown when a picked id has no QBO id to send. Sending the Zeni id instead would reach QBO as
82
- * an unknown reference and come back as an opaque error, so the create is stopped here and the
83
- * epic shows this message instead.
84
- */
85
- export declare class UnresolvedCreateTransactionIdError extends Error {
86
- }
87
- /**
88
- * Builds the request body for one transaction type. One branch per type rather than a shared
89
- * body with optional keys, because the types genuinely diverge -- transfer carries no lines at
90
- * all, and journal_entry carries no header account.
91
- *
92
- * Throws UnresolvedCreateTransactionIdError when a picked vendor (header or journal entry line),
93
- * class or transfer account has no QBO id.
94
- */
95
- export declare const prepareCreateTransactionPayload: (state: RootState, localData: CreateTransactionLocalData) => CreateTransactionRequest;
@@ -1,169 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.prepareCreateTransactionPayload = exports.UnresolvedCreateTransactionIdError = void 0;
4
- const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
5
- const accountSelector_1 = require("../../../entity/account/accountSelector");
6
- const classSelector_1 = require("../../../entity/class/classSelector");
7
- const projectPayload_1 = require("../../../entity/project/projectPayload");
8
- const projectSelector_1 = require("../../../entity/project/projectSelector");
9
- const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
10
- const toRemitToAddressPayload = (address) => {
11
- if (address == null) {
12
- return undefined;
13
- }
14
- return {
15
- line1: address.line1,
16
- city: address.city,
17
- state: address.state,
18
- postal_code: address.postalCode,
19
- country: address.country,
20
- };
21
- };
22
- const toLinePayload = (state, line, transactionType) => {
23
- const lineDetail = {};
24
- if (line.accountQboId != null) {
25
- lineDetail.account = {
26
- qbo_id: line.accountQboId,
27
- account_name: line.accountName,
28
- };
29
- }
30
- // An empty object is what the confirmed payloads send when no class is chosen; sending the
31
- // key with a qbo_id only once one is picked.
32
- const classQboId = toQboClassId(state, line.classId);
33
- lineDetail.class = classQboId != null ? { qbo_id: classQboId } : {};
34
- if (line.projectId != null) {
35
- lineDetail.project = (0, projectPayload_1.toProjectBasePayload)((0, projectSelector_1.getProjectById)(state.projectState, line.projectId) ?? {
36
- projectId: line.projectId,
37
- projectName: '',
38
- });
39
- }
40
- if (transactionType === 'journal_entry') {
41
- lineDetail.posting_type = line.postingType;
42
- const vendorQboId = toQboLineVendorId(state, line.vendorQboId);
43
- if (vendorQboId != null) {
44
- lineDetail.vendor = { qbo_id: vendorQboId };
45
- }
46
- }
47
- return {
48
- // The backend rejects a bool here, so this is always coerced to a number.
49
- amount: line.amount?.amount ?? 0,
50
- line_description: line.lineDescription,
51
- line_detail_type: transactionType === 'journal_entry'
52
- ? 'journal_entry_line_detail'
53
- : 'account_based_expense_line_detail',
54
- line_detail: lineDetail,
55
- };
56
- };
57
- /**
58
- * Thrown when a picked id has no QBO id to send. Sending the Zeni id instead would reach QBO as
59
- * an unknown reference and come back as an opaque error, so the create is stopped here and the
60
- * epic shows this message instead.
61
- */
62
- class UnresolvedCreateTransactionIdError extends Error {
63
- }
64
- exports.UnresolvedCreateTransactionIdError = UnresolvedCreateTransactionIdError;
65
- /**
66
- * Resolves a transfer account (the Zeni account id from the transfer pools) to its QBO id. The
67
- * header and line account dropdowns already hold the QBO id, so they are sent as-is.
68
- */
69
- const toQboTransferAccountId = (state, accountId) => {
70
- if (accountId == null) {
71
- return undefined;
72
- }
73
- const qboId = (0, accountSelector_1.getAccountBaseForTransferAccounts)(state.accountState, accountId)?.qboId;
74
- if (qboId == null || qboId === '') {
75
- throw new UnresolvedCreateTransactionIdError('The selected transfer account could not be found in QuickBooks.');
76
- }
77
- return qboId;
78
- };
79
- /** Resolves a Zeni class id (`class_<uuid>`) to the QBO id `line_detail.class.qbo_id` expects. */
80
- const toQboClassId = (state, classId) => {
81
- if (classId == null) {
82
- return undefined;
83
- }
84
- const qboId = (0, classSelector_1.getClassById)(state.classState, {
85
- classId,
86
- reportId: 'class_list',
87
- })?.qboId;
88
- if (qboId == null || qboId === '') {
89
- throw new UnresolvedCreateTransactionIdError('The selected class could not be found in QuickBooks.');
90
- }
91
- return qboId;
92
- };
93
- /** A vendor not yet synced to QBO carries `qboId === name`, which QBO would reject. */
94
- const toSyncedVendorQboId = (vendor) => {
95
- if (vendor == null || vendor.qboId === '' || vendor.qboId === vendor.name) {
96
- throw new UnresolvedCreateTransactionIdError('The selected vendor is not synced to QuickBooks yet.');
97
- }
98
- return vendor.qboId;
99
- };
100
- /** Resolves a Zeni vendor id to its QBO id -- `vendor_id` on the wire is a QBO id. */
101
- const toQboVendorId = (state, vendorId) => vendorId == null
102
- ? undefined
103
- : toSyncedVendorQboId((0, vendorSelector_1.getVendorByVendorId)(state.vendorState, vendorId));
104
- /** A journal entry line holds the QBO id already, so it is only checked against the store. */
105
- const toQboLineVendorId = (state, vendorQboId) => vendorQboId == null
106
- ? undefined
107
- : toSyncedVendorQboId((0, vendorSelector_1.getVendorByQboId)(state.vendorState, vendorQboId));
108
- /**
109
- * Builds the request body for one transaction type. One branch per type rather than a shared
110
- * body with optional keys, because the types genuinely diverge -- transfer carries no lines at
111
- * all, and journal_entry carries no header account.
112
- *
113
- * Throws UnresolvedCreateTransactionIdError when a picked vendor (header or journal entry line),
114
- * class or transfer account has no QBO id.
115
- */
116
- const prepareCreateTransactionPayload = (state, localData) => {
117
- const { transactionType } = localData;
118
- const base = {
119
- transaction_type: transactionType,
120
- transaction_date: localData.transactionDate?.format(timePeriod_1.DEFAULT_DATE_FORMAT) ?? '',
121
- transaction_memo: localData.transactionMemo,
122
- };
123
- if (transactionType === 'transfer') {
124
- return {
125
- ...base,
126
- from_account_id: toQboTransferAccountId(state, localData.fromAccountId),
127
- to_account_id: toQboTransferAccountId(state, localData.toAccountId),
128
- total_amount: localData.totalAmount?.amount ?? 0,
129
- };
130
- }
131
- const lines = localData.lines.map((line) => toLinePayload(state, line, transactionType));
132
- if (transactionType === 'journal_entry') {
133
- return {
134
- ...base,
135
- document_id: localData.documentId,
136
- lines,
137
- };
138
- }
139
- const purchaseBase = {
140
- ...base,
141
- payment_type: localData.paymentType,
142
- qbo_account_id: localData.qboAccountId,
143
- vendor_id: toQboVendorId(state, localData.vendorId),
144
- lines,
145
- };
146
- if (transactionType === 'check') {
147
- return {
148
- ...purchaseBase,
149
- document_number: localData.documentNumber,
150
- print_status: localData.printStatus,
151
- remit_to_address: toRemitToAddressPayload(localData.remitToAddress),
152
- };
153
- }
154
- if (transactionType === 'credit_card_credit') {
155
- // credit_card_credit is not in the backend's SUPPORTED_TRANSACTION_WRITE_TYPES. QBO models
156
- // it as a Purchase with Credit: true and qbo_purchase.py already honours is_credit for
157
- // card payment types, so this sends `expense` + is_credit rather than a type the validator
158
- // rejects outright. Confirm with backend before enabling the menu item. The seed sets
159
- // payment_type to credit_card, since qbo_purchase.py raises on is_credit without a card type.
160
- return {
161
- ...purchaseBase,
162
- transaction_type: 'expense',
163
- is_credit: true,
164
- document_number: localData.documentNumber,
165
- };
166
- }
167
- return purchaseBase;
168
- };
169
- exports.prepareCreateTransactionPayload = prepareCreateTransactionPayload;
@@ -1,44 +0,0 @@
1
- import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
2
- import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
3
- import { FetchState, FetchStateAndError } from '../../../commonStateTypes/common';
4
- import { Recommendation } from '../../../commonStateTypes/recommendationBase';
5
- import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
6
- import { AccountBase } from '../../../entity/account/accountState';
7
- import { TransactionID } from '../../../entity/transaction/stateTypes/transactionID';
8
- import { Vendor } from '../../../entity/vendor/vendorState';
9
- import { RootState } from '../../../rootStateTypes';
10
- import { CreatableTransactionType, CreateTransactionLocalData } from './createTransactionState';
11
- export interface CreateTransactionView extends SelectorView {
12
- /**
13
- * COA and class trees for the header account and the line dropdowns. The hierarchies rather
14
- * than flat lists, because the create page builds its grouped "Recommended" / "All" options
15
- * with the same helpers the detail page uses.
16
- */
17
- accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
18
- classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
19
- createStatus: FetchStateAndError;
20
- localData: CreateTransactionLocalData;
21
- transactionType: CreatableTransactionType;
22
- /** Populated for transfer only; the COA would offer ineligible accounts. */
23
- transferAccountsList: AccountBase[];
24
- vendorList: Vendor[];
25
- createdTransactionId?: TransactionID;
26
- }
27
- export declare const getCreateTransactionLocalData: (state: RootState, transactionType: CreatableTransactionType) => CreateTransactionLocalData;
28
- export declare const getCreateTransactionStatus: (state: RootState) => FetchStateAndError;
29
- /**
30
- * The vendor recommendations backing the category/class dropdowns on the create page.
31
- *
32
- * No new state field is needed for this: getRecommendationsForEntity already returns
33
- * fetchState alongside recommendations, so composing it here is enough for the page to show a
34
- * line skeleton and hold Save while a fetch is in flight.
35
- */
36
- export declare const getCreateTransactionVendorRecommendations: (state: RootState, vendorQboId?: string) => {
37
- fetchState: FetchState;
38
- recommendations?: Recommendation[];
39
- };
40
- /**
41
- * Memoized: app-ui reads this straight from useSelector, and the vendor list and hierarchies are
42
- * rebuilt on every call, so an unmemoized version re-renders the page on every store action.
43
- */
44
- export declare const getCreateTransactionView: (state: RootState, transactionType: CreatableTransactionType) => CreateTransactionView;
@@ -1,53 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.getCreateTransactionView = exports.getCreateTransactionVendorRecommendations = exports.getCreateTransactionStatus = exports.getCreateTransactionLocalData = void 0;
4
- const toolkit_1 = require("@reduxjs/toolkit");
5
- const accountListSelector_1 = require("../../accountList/accountListSelector");
6
- const classListSelector_1 = require("../../classList/classListSelector");
7
- const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
8
- const recommendationSelector_1 = require("../../recommendation/recommendationSelector");
9
- const getCreateTransactionLocalData = (state, transactionType) => state.transactionDetailState.createTransactionsState.newTransactionState[transactionType];
10
- exports.getCreateTransactionLocalData = getCreateTransactionLocalData;
11
- const getCreateTransactionStatus = (state) => state.transactionDetailState.createTransactionsState.createStatus;
12
- exports.getCreateTransactionStatus = getCreateTransactionStatus;
13
- /**
14
- * The vendor recommendations backing the category/class dropdowns on the create page.
15
- *
16
- * No new state field is needed for this: getRecommendationsForEntity already returns
17
- * fetchState alongside recommendations, so composing it here is enough for the page to show a
18
- * line skeleton and hold Save while a fetch is in flight.
19
- */
20
- const getCreateTransactionVendorRecommendations = (state, vendorQboId) => {
21
- if (vendorQboId == null || vendorQboId === '') {
22
- return { fetchState: 'Not-Started' };
23
- }
24
- const view = (0, recommendationSelector_1.getRecommendationsForEntity)(state, vendorQboId, 'vendor');
25
- return {
26
- fetchState: view.fetchState,
27
- recommendations: view.recommendations,
28
- };
29
- };
30
- exports.getCreateTransactionVendorRecommendations = getCreateTransactionVendorRecommendations;
31
- /**
32
- * Memoized: app-ui reads this straight from useSelector, and the vendor list and hierarchies are
33
- * rebuilt on every call, so an unmemoized version re-renders the page on every store action.
34
- */
35
- exports.getCreateTransactionView = (0, toolkit_1.createSelector)([
36
- (state) => state.transactionDetailState.createTransactionsState,
37
- (state) => state.vendorState.vendorByID,
38
- (state) => state.accountListState,
39
- (state) => state.classListState,
40
- (state) => (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state).transferAccountsList,
41
- (_state, transactionType) => transactionType,
42
- ], (createTransactionsState, vendorByID, accountListState, classListState, transferAccountsList, transactionType) => ({
43
- transactionType,
44
- localData: createTransactionsState.newTransactionState[transactionType],
45
- createStatus: createTransactionsState.createStatus,
46
- createdTransactionId: createTransactionsState.createdTransactionId,
47
- vendorList: Object.values(vendorByID),
48
- accountListNestedAccountHierarchy: (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList'),
49
- classListNestedAccountHierarchy: (0, classListSelector_1.getNestedClassListHierarchy)(classListState),
50
- transferAccountsList: transactionType === 'transfer' ? transferAccountsList : [],
51
- fetchState: createTransactionsState.createStatus.fetchState,
52
- error: createTransactionsState.createStatus.error,
53
- }));
@@ -1,82 +0,0 @@
1
- import { Amount } from '../../../commonStateTypes/amount';
2
- import { ID } from '../../../commonStateTypes/common';
3
- import { RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
4
- import { PaymentType } from '../../../entity/transaction/stateTypes/paymentType';
5
- import { PrintStatus } from '../../../entity/transaction/stateTypes/printStatus';
6
- import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
7
- import { ZeniDate } from '../../../zeniDayJS';
8
- /**
9
- * The transaction types the Create Transaction flow can originate. A narrow subset of
10
- * TransactionType -- everything else is read-only and arrives via sync.
11
- */
12
- export declare const ALL_CREATABLE_TRANSACTION_TYPES: readonly ["expense", "check", "credit_card_credit", "transfer", "journal_entry"];
13
- export type CreatableTransactionType = (typeof ALL_CREATABLE_TRANSACTION_TYPES)[number];
14
- /**
15
- * The wire shape the create endpoint expects for a check's remit-to address. Deliberately not
16
- * the CES AddressPayload, which carries `street: string[]` plus address_id/create_time/
17
- * update_time that the create endpoint does not accept.
18
- */
19
- export interface RemitToAddress {
20
- city?: string;
21
- country?: string;
22
- line1?: string;
23
- postalCode?: string;
24
- state?: string;
25
- }
26
- export interface CreateTransactionLineLocalData {
27
- /** Client-side row key only -- never sent. */
28
- id: string;
29
- accountName?: string;
30
- accountQboId?: ID;
31
- amount?: Amount;
32
- classId?: ID;
33
- className?: string;
34
- /**
35
- * Tracked per field, not per line. A line can have a hand-picked account and a prefilled
36
- * class at the same time, and clearing the vendor must undo only the latter.
37
- */
38
- isAccountPreFilled?: boolean;
39
- isClassPreFilled?: boolean;
40
- lineDescription?: string;
41
- /** journal_entry only. */
42
- postingType?: TransactionCategory;
43
- projectId?: ID;
44
- /**
45
- * Backs the "Recommended" group in the category/class dropdowns. Carries the COT shape the
46
- * line-table row already expects, with empty cot/reasoning -- chain-of-thought needs an
47
- * existing transaction, which a create does not have.
48
- */
49
- recommendationsWithCOT?: RecommendationWithCOT[];
50
- /** journal_entry only -- the per-line name. */
51
- vendorQboId?: ID;
52
- }
53
- export interface CreateTransactionLocalData {
54
- /** Empty for transfer, which has no lines at all. */
55
- lines: CreateTransactionLineLocalData[];
56
- transactionType: CreatableTransactionType;
57
- /** journal_entry reference number. */
58
- documentId?: string;
59
- /** check / credit_card_credit reference number. */
60
- documentNumber?: string;
61
- /** transfer */
62
- fromAccountId?: ID;
63
- paymentType?: PaymentType;
64
- /** check only. */
65
- printStatus?: PrintStatus;
66
- qboAccountId?: ID;
67
- /** check only. */
68
- remitToAddress?: RemitToAddress;
69
- toAccountId?: ID;
70
- /** transfer only -- every other type derives its total from the lines. */
71
- totalAmount?: Amount;
72
- transactionDate?: ZeniDate;
73
- transactionMemo?: string;
74
- vendorId?: ID;
75
- }
76
- export type CreateTransactionLocalDataByType = Record<CreatableTransactionType, CreateTransactionLocalData>;
77
- /**
78
- * Type-level guarantee that CreatableTransactionType stays a subset of TransactionType. If a
79
- * value is ever added here that the entity layer does not know about, this line fails to
80
- * compile rather than failing at the payload boundary.
81
- */
82
- export type CreatableTransactionTypeIsTransactionType = CreatableTransactionType extends TransactionType ? true : never;
@@ -1,14 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.ALL_CREATABLE_TRANSACTION_TYPES = void 0;
4
- /**
5
- * The transaction types the Create Transaction flow can originate. A narrow subset of
6
- * TransactionType -- everything else is read-only and arrives via sync.
7
- */
8
- exports.ALL_CREATABLE_TRANSACTION_TYPES = [
9
- 'expense',
10
- 'check',
11
- 'credit_card_credit',
12
- 'transfer',
13
- 'journal_entry',
14
- ];
@@ -1,10 +0,0 @@
1
- import { ActionsObservable } from 'redux-observable';
2
- import { Observable } from 'rxjs';
3
- import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
4
- import { createTransactionAttachmentUploadFailure } from '../../transactionDetailReducer';
5
- export type ActionType = ReturnType<typeof createTransactionAttachmentUploadFailure> | ReturnType<typeof openSnackbar>;
6
- /**
7
- * Attachments upload from the page after the create succeeds, so a failure is reported back here
8
- * rather than by createTransactionEpic.
9
- */
10
- export declare const createTransactionAttachmentUploadFailureEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;
@@ -1,23 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.createTransactionAttachmentUploadFailureEpic = void 0;
4
- const operators_1 = require("rxjs/operators");
5
- const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
6
- const transactionDetailReducer_1 = require("../../transactionDetailReducer");
7
- /**
8
- * Attachments upload from the page after the create succeeds, so a failure is reported back here
9
- * rather than by createTransactionEpic.
10
- */
11
- const createTransactionAttachmentUploadFailureEpic = (actions$) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.createTransactionAttachmentUploadFailure.match), (0, operators_1.filter)((action) => action.payload.failedAttachmentFileNames.length > 0), (0, operators_1.map)((action) => (0, snackbarReducer_1.openSnackbar)({
12
- messageSection: 'missing_receipts_attachment',
13
- messageText: 'failed',
14
- type: 'error',
15
- showStatusIcon: true,
16
- variables: [
17
- {
18
- variableName: '__message__',
19
- variableValue: ` - ${action.payload.failedAttachmentFileNames.join(', ')},`,
20
- },
21
- ],
22
- })));
23
- exports.createTransactionAttachmentUploadFailureEpic = createTransactionAttachmentUploadFailureEpic;