@zeniai/client-epic-state 5.3.22 → 5.3.23-beta0AN

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (2285) hide show
  1. package/lib/esm/view/invoicing/createInvoice/createInvoiceSelector.js +2 -1
  2. package/lib/esm/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.js +10 -3
  3. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js +2 -1
  4. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionFormPageEpic.js +8 -1
  5. package/lib/esm/view/invoicing/invoicingCustomerListView/epics/fetchInvoicingCustomerListEpic.js +15 -3
  6. package/lib/esm/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewReducer.js +1 -0
  7. package/lib/esm/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewSelector.js +2 -0
  8. package/lib/view/invoicing/createInvoice/createInvoiceSelector.d.ts +2 -0
  9. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.d.ts +2 -0
  10. package/lib/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewReducer.d.ts +3 -0
  11. package/lib/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewSelector.d.ts +2 -0
  12. package/package.json +4 -2
  13. package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js +0 -2
  14. package/lib/commonPayloadTypes/agingReportPayloadTypes.js +0 -27
  15. package/lib/commonPayloadTypes/balanceChangePayload.js +0 -24
  16. package/lib/commonPayloadTypes/classesView/reportByClassPayloadV2.js +0 -10
  17. package/lib/commonPayloadTypes/coaBalanceByAdditionalPeriodPayload.js +0 -14
  18. package/lib/commonPayloadTypes/coaBalancePayload.js +0 -64
  19. package/lib/commonPayloadTypes/commonPayload.js +0 -22
  20. package/lib/commonPayloadTypes/recommendationBasePayloadCore.js +0 -22
  21. package/lib/commonPayloadTypes/recommendationPayload.js +0 -128
  22. package/lib/commonPayloadTypes/sortOrderPayload.js +0 -11
  23. package/lib/commonPayloadTypes/statusPayload.js +0 -17
  24. package/lib/commonPayloadTypes/subAccountView/reportBySubAccountPayload.js +0 -2
  25. package/lib/commonPayloadTypes/subAccountView/subAccountPayloadHelper.js +0 -28
  26. package/lib/commonPayloadTypes/urlPayload.js +0 -8
  27. package/lib/commonPayloadTypes/v2/coaBalancePayload.js +0 -103
  28. package/lib/commonPayloadTypes/v2/viewAndReportPayloadv2.js +0 -30
  29. package/lib/commonPayloadTypes/vendorRecommendationPayload.js +0 -2
  30. package/lib/commonPayloadTypes/viewAndReportPayload.js +0 -27
  31. package/lib/commonStateTypes/accountView/accountMetadataRecords.js +0 -2
  32. package/lib/commonStateTypes/accountView/getNestedAccountIDHierarchyForReport.js +0 -115
  33. package/lib/commonStateTypes/accountView/nestedAccountID.js +0 -14
  34. package/lib/commonStateTypes/agingBalance/agingBalance.js +0 -16
  35. package/lib/commonStateTypes/allowedValue.js +0 -10
  36. package/lib/commonStateTypes/amount.js +0 -12
  37. package/lib/commonStateTypes/animations.js +0 -65
  38. package/lib/commonStateTypes/balance.js +0 -2
  39. package/lib/commonStateTypes/balanceTimeseries.js +0 -2
  40. package/lib/commonStateTypes/bookCloseDateHelper.js +0 -48
  41. package/lib/commonStateTypes/bulkOperationType.js +0 -2
  42. package/lib/commonStateTypes/cacheOverrideFetchReducer.js +0 -20
  43. package/lib/commonStateTypes/classesView/classMetadataRecords.js +0 -2
  44. package/lib/commonStateTypes/classesView/getNestedClassIDHierarchyForReport.js +0 -113
  45. package/lib/commonStateTypes/classesView/nestedClassID.js +0 -7
  46. package/lib/commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances.js +0 -135
  47. package/lib/commonStateTypes/coaBalance/additionalBalances/getComparisionBalance.js +0 -151
  48. package/lib/commonStateTypes/coaBalance/additionalBalances/getSamePeriodLastYearBalance.js +0 -69
  49. package/lib/commonStateTypes/coaBalance/additionalBalances/getSummationBalance.js +0 -422
  50. package/lib/commonStateTypes/coaBalance/additionalBalances/sliceCOABalances.js +0 -52
  51. package/lib/commonStateTypes/coaBalance/classBalances/getDifferenceOfBalancesGroupedByPeriod.js +0 -61
  52. package/lib/commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod.js +0 -95
  53. package/lib/commonStateTypes/coaBalance/coaBalance.js +0 -32
  54. package/lib/commonStateTypes/coaBalance/coaBalanceByAdditionalPeriod.js +0 -2
  55. package/lib/commonStateTypes/coaBalance/coaBalanceType.js +0 -41
  56. package/lib/commonStateTypes/coaBalance/coaBalancesFilter.js +0 -65
  57. package/lib/commonStateTypes/coaBalance/coaBalancesFilterClassesView.js +0 -9
  58. package/lib/commonStateTypes/coaBalance/coaBalancesFilterProjectView.js +0 -9
  59. package/lib/commonStateTypes/coaBalance/getCOABalancesSlice.js +0 -107
  60. package/lib/commonStateTypes/coaBalance/pickAndMergeForecast.js +0 -65
  61. package/lib/commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal.js +0 -41
  62. package/lib/commonStateTypes/coaBalance/sortBalancesByTotalAmounts.js +0 -43
  63. package/lib/commonStateTypes/common.js +0 -18
  64. package/lib/commonStateTypes/currencyHelper.js +0 -12
  65. package/lib/commonStateTypes/customerView/getNestedCustomerHierarchy.js +0 -45
  66. package/lib/commonStateTypes/customerView/nestedCustomerID.js +0 -2
  67. package/lib/commonStateTypes/dataAvailable.js +0 -53
  68. package/lib/commonStateTypes/fileType.js +0 -7
  69. package/lib/commonStateTypes/filterPrimitives.js +0 -21
  70. package/lib/commonStateTypes/fiscalYearHelpers/addSubtractPeriod.js +0 -31
  71. package/lib/commonStateTypes/fiscalYearHelpers/formatMinutesToFromHHMM.js +0 -26
  72. package/lib/commonStateTypes/fiscalYearHelpers/formatZeniDateFY.js +0 -48
  73. package/lib/commonStateTypes/fiscalYearHelpers/getActualPeriod.js +0 -37
  74. package/lib/commonStateTypes/fiscalYearHelpers/getFYMonths.js +0 -28
  75. package/lib/commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear.js +0 -62
  76. package/lib/commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY.js +0 -91
  77. package/lib/commonStateTypes/fiscalYearHelpers/getVendorAllTransactionsDefaultTimePeriod.js +0 -17
  78. package/lib/commonStateTypes/numberToUnion.js +0 -38
  79. package/lib/commonStateTypes/projectView/projectViewParentID.js +0 -2
  80. package/lib/commonStateTypes/pusherActions.js +0 -6
  81. package/lib/commonStateTypes/recommendationBase.js +0 -59
  82. package/lib/commonStateTypes/recommendationBaseCore.js +0 -2
  83. package/lib/commonStateTypes/reduceFetchState.js +0 -192
  84. package/lib/commonStateTypes/reimbursementTypeCode.js +0 -5
  85. package/lib/commonStateTypes/selectorTypes/accountsViewSelectorReport.js +0 -2
  86. package/lib/commonStateTypes/selectorTypes/classesViewSelectorReport.js +0 -2
  87. package/lib/commonStateTypes/selectorTypes/entityOrder.js +0 -2
  88. package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastCalculatedSection.js +0 -8
  89. package/lib/commonStateTypes/selectorTypes/selectorTypes.js +0 -2
  90. package/lib/commonStateTypes/selectorTypes/sortOrderTypes.js +0 -5
  91. package/lib/commonStateTypes/status.js +0 -2
  92. package/lib/commonStateTypes/stringToUnion.js +0 -37
  93. package/lib/commonStateTypes/systemInfo.js +0 -242
  94. package/lib/commonStateTypes/timePeriod.js +0 -92
  95. package/lib/commonStateTypes/timeframeTick.js +0 -23
  96. package/lib/commonStateTypes/v2/viewAndReport.js +0 -5
  97. package/lib/commonStateTypes/vendorRecommendation.js +0 -2
  98. package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.js +0 -15
  99. package/lib/commonStateTypes/viewAndReport/reportIDHelper.js +0 -91
  100. package/lib/commonStateTypes/viewAndReport/reportUIState.js +0 -2
  101. package/lib/commonStateTypes/viewAndReport/thisPeriodHelpers.js +0 -108
  102. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +0 -80
  103. package/lib/commonStateTypes/workingDayHelper.js +0 -123
  104. package/lib/configureStore.js +0 -114
  105. package/lib/coreEpics.js +0 -93
  106. package/lib/entity/account/accountPayload.js +0 -109
  107. package/lib/entity/account/accountReducer.js +0 -183
  108. package/lib/entity/account/accountSelector.js +0 -253
  109. package/lib/entity/account/accountState.js +0 -81
  110. package/lib/entity/account/pickAndMergeForecastAccountReport.js +0 -110
  111. package/lib/entity/account/subAccountSelector.js +0 -63
  112. package/lib/entity/accountGroup/accountGroupPayload.js +0 -2
  113. package/lib/entity/accountGroup/accountGroupReducer.js +0 -140
  114. package/lib/entity/accountGroup/accountGroupSelector.js +0 -158
  115. package/lib/entity/accountGroup/accountGroupState.js +0 -26
  116. package/lib/entity/accountGroup/accountGroupV2Selector.js +0 -85
  117. package/lib/entity/accountGroup/pickAndMergeForecastAcGroupReport.js +0 -84
  118. package/lib/entity/accountRecon/accountReconPayload.js +0 -197
  119. package/lib/entity/accountRecon/accountReconReducer.js +0 -215
  120. package/lib/entity/accountRecon/accountReconSelector.js +0 -64
  121. package/lib/entity/accountRecon/accountReconState.js +0 -59
  122. package/lib/entity/actualMatching/actualMatchingPayload.js +0 -52
  123. package/lib/entity/actualMatching/actualMatchingReducer.js +0 -42
  124. package/lib/entity/actualMatching/actualMatchingSelector.js +0 -6
  125. package/lib/entity/actualMatching/actualMatchingState.js +0 -2
  126. package/lib/entity/actualMatching/actualMatchingTypes.js +0 -2
  127. package/lib/entity/address/addressPayload.js +0 -2
  128. package/lib/entity/address/addressReducer.js +0 -63
  129. package/lib/entity/address/addressSelector.js +0 -17
  130. package/lib/entity/address/addressState.js +0 -2
  131. package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js +0 -68
  132. package/lib/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js +0 -53
  133. package/lib/entity/aiAccountantCustomer/aiAccountantCustomerSelector.js +0 -66
  134. package/lib/entity/aiAccountantCustomer/aiAccountantCustomerState.js +0 -52
  135. package/lib/entity/aiCfo/aiCfoPayload.js +0 -2
  136. package/lib/entity/aiCfo/aiCfoReducer.js +0 -908
  137. package/lib/entity/aiCfo/aiCfoSelector.js +0 -60
  138. package/lib/entity/aiCfo/aiCfoState.js +0 -100
  139. package/lib/entity/approvalRule/approvalRuleConflict.js +0 -92
  140. package/lib/entity/approvalRule/approvalRulePayload.js +0 -186
  141. package/lib/entity/approvalRule/approvalRuleReducer.js +0 -31
  142. package/lib/entity/approvalRule/approvalRuleSelector.js +0 -53
  143. package/lib/entity/approvalRule/approvalRuleState.js +0 -27
  144. package/lib/entity/approvalRule/approvalStepTypes.js +0 -13
  145. package/lib/entity/bankAccount/bankAccount.js +0 -2
  146. package/lib/entity/bankAccount/bankAccountPayload.js +0 -26
  147. package/lib/entity/bankAccount/bankAccountReducer.js +0 -33
  148. package/lib/entity/bankAccount/bankAccountSelector.js +0 -15
  149. package/lib/entity/billPay/billTransaction/billTransactionPayload.js +0 -186
  150. package/lib/entity/billPay/billTransaction/billTransactionReducer.js +0 -89
  151. package/lib/entity/billPay/billTransaction/billTransactionState.js +0 -107
  152. package/lib/entity/billPay/billTransaction/internationalTransferFeeBearerPaymentMethod.js +0 -10
  153. package/lib/entity/billPay/contact/contact.js +0 -2
  154. package/lib/entity/billPay/contact/contactPayload.js +0 -22
  155. package/lib/entity/billPay/contact/contactReducer.js +0 -32
  156. package/lib/entity/billPay/contact/contactSelector.js +0 -17
  157. package/lib/entity/billPay/recurringBills/recurringBillsPayload.js +0 -58
  158. package/lib/entity/billPay/recurringBills/recurringBillsReducer.js +0 -42
  159. package/lib/entity/billPay/recurringBills/recurringBillsState.js +0 -14
  160. package/lib/entity/cardPayment/cardPaymentPayload.js +0 -15
  161. package/lib/entity/cardPayment/cardPaymentReducer.js +0 -53
  162. package/lib/entity/cardPayment/cardPaymentSelector.js +0 -16
  163. package/lib/entity/cardPayment/cardPaymentState.js +0 -2
  164. package/lib/entity/cardPolicy/cardPolicyPayload.js +0 -143
  165. package/lib/entity/cardPolicy/cardPolicyReducer.js +0 -178
  166. package/lib/entity/cardPolicy/cardPolicySelector.js +0 -99
  167. package/lib/entity/cardPolicy/cardPolicyState.js +0 -14
  168. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -68
  169. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -47
  170. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +0 -39
  171. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js +0 -105
  172. package/lib/entity/chargeCard/chargeCard.js +0 -68
  173. package/lib/entity/chargeCard/chargeCardPayload.js +0 -104
  174. package/lib/entity/chargeCard/chargeCardReducer.js +0 -90
  175. package/lib/entity/chargeCard/chargeCardSelector.js +0 -21
  176. package/lib/entity/chargeCardRepayment/chargeCardRepayment.js +0 -17
  177. package/lib/entity/chargeCardRepayment/chargeCardRepaymentPayload.js +0 -34
  178. package/lib/entity/chargeCardRepayment/chargeCardRepaymentReducer.js +0 -44
  179. package/lib/entity/chargeCardRepayment/chargeCardRepaymentSelector.js +0 -17
  180. package/lib/entity/chargeCardTransaction/chargeCardTransaction.js +0 -20
  181. package/lib/entity/chargeCardTransaction/chargeCardTransactionPayload.js +0 -69
  182. package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.js +0 -94
  183. package/lib/entity/chargeCardTransaction/chargeCardTransactionSelector.js +0 -16
  184. package/lib/entity/class/classPayload.js +0 -110
  185. package/lib/entity/class/classReducer.js +0 -96
  186. package/lib/entity/class/classSelector.js +0 -110
  187. package/lib/entity/class/classSelectorTypes.js +0 -2
  188. package/lib/entity/class/classSelectorV2.js +0 -140
  189. package/lib/entity/class/classState.js +0 -14
  190. package/lib/entity/company/cardsVisibilityHelpers.js +0 -14
  191. package/lib/entity/company/companyHelper.js +0 -40
  192. package/lib/entity/company/companyPayload.js +0 -464
  193. package/lib/entity/company/companyReducer.js +0 -215
  194. package/lib/entity/company/companySelector.js +0 -104
  195. package/lib/entity/company/companyState.js +0 -2
  196. package/lib/entity/company/companyStateTypes.js +0 -33
  197. package/lib/entity/companyHealthMetric/companyHealthMetricPayload.js +0 -90
  198. package/lib/entity/companyHealthMetric/companyHealthMetricReducer.js +0 -36
  199. package/lib/entity/companyHealthMetric/companyHealthMetricSelector.js +0 -17
  200. package/lib/entity/companyHealthMetric/companyHealthMetricState.js +0 -2
  201. package/lib/entity/connectedAccount/connectedAccount.js +0 -10
  202. package/lib/entity/connectedAccount/connectedAccountPayload.js +0 -15
  203. package/lib/entity/connectedAccount/connectedAccountReducer.js +0 -30
  204. package/lib/entity/connectedAccount/connectedAccountSelector.js +0 -17
  205. package/lib/entity/countryList/countryListReducer.js +0 -34
  206. package/lib/entity/countryList/countryListSelector.js +0 -10
  207. package/lib/entity/countryList/countryListState.js +0 -2
  208. package/lib/entity/countryList/payloads/countryListPayload.js +0 -9
  209. package/lib/entity/countryList/payloads/nationalityCountryListPayload.js +0 -2
  210. package/lib/entity/creditAgent/creditAgentPayload.js +0 -40
  211. package/lib/entity/creditAgent/creditAgentReducer.js +0 -40
  212. package/lib/entity/creditAgent/creditAgentSelector.js +0 -10
  213. package/lib/entity/creditAgent/creditAgentState.js +0 -17
  214. package/lib/entity/currency/currency.js +0 -2
  215. package/lib/entity/currency/currencyPayload.js +0 -13
  216. package/lib/entity/currency/currencyReducer.js +0 -34
  217. package/lib/entity/currency/currencySelector.js +0 -20
  218. package/lib/entity/customer/customerPayload.js +0 -112
  219. package/lib/entity/customer/customerReducer.js +0 -47
  220. package/lib/entity/customer/customerSelector.js +0 -6
  221. package/lib/entity/customer/customerState.js +0 -2
  222. package/lib/entity/customerIncome/customerIncomeTrend.js +0 -150
  223. package/lib/entity/customerIncome/customerIncomeTrendKey.js +0 -6
  224. package/lib/entity/customerIncome/customerIncomeTrendReducer.js +0 -56
  225. package/lib/entity/customerIncome/customerIncomeTrendSelector.js +0 -23
  226. package/lib/entity/customerIncome/customerIncomeTrendState.js +0 -2
  227. package/lib/entity/customerSatisfaction/customerSatisfactionPayload.js +0 -2
  228. package/lib/entity/customerSatisfaction/customerSatisfactionReducer.js +0 -27
  229. package/lib/entity/customerSatisfaction/customerSatisfactionReducerHelpers.js +0 -38
  230. package/lib/entity/customerSatisfaction/customerSatisfactionSelector.js +0 -44
  231. package/lib/entity/customerSatisfaction/customerSatisfactionSelectorReducerTypes.js +0 -2
  232. package/lib/entity/customerSatisfaction/customerSatisfactionState.js +0 -32
  233. package/lib/entity/depositAccount/depositAccount.js +0 -17
  234. package/lib/entity/depositAccount/depositAccountPayload.js +0 -68
  235. package/lib/entity/depositAccount/depositAccountReducer.js +0 -40
  236. package/lib/entity/depositAccount/depositAccountSelector.js +0 -27
  237. package/lib/entity/depositAccountTransaction/depositAccountTransaction.js +0 -39
  238. package/lib/entity/depositAccountTransaction/depositAccountTransactionPayload.js +0 -30
  239. package/lib/entity/depositAccountTransaction/depositAccountTransactionReducer.js +0 -32
  240. package/lib/entity/depositAccountTransaction/depositAccountTransactionSelector.js +0 -16
  241. package/lib/entity/entityApprovalStatus/entityApprovalStatusPayload.js +0 -72
  242. package/lib/entity/entityApprovalStatus/entityApprovalStatusReducer.js +0 -30
  243. package/lib/entity/entityApprovalStatus/entityApprovalStatusSelector.js +0 -13
  244. package/lib/entity/entityApprovalStatus/entityApprovalStatusState.js +0 -36
  245. package/lib/entity/file/filePayload.js +0 -2
  246. package/lib/entity/file/fileReducer.js +0 -115
  247. package/lib/entity/file/fileSelector.js +0 -34
  248. package/lib/entity/file/fileState.js +0 -115
  249. package/lib/entity/forecast/forecastPayload.js +0 -21
  250. package/lib/entity/forecast/forecastReducer.js +0 -33
  251. package/lib/entity/forecast/forecastSelector.js +0 -13
  252. package/lib/entity/forecast/forecastState.js +0 -5
  253. package/lib/entity/genericEntity/customerWithSubCustomersId.js +0 -17
  254. package/lib/entity/genericEntity/entity.js +0 -10
  255. package/lib/entity/genericEntity/entityPayload.js +0 -20
  256. package/lib/entity/genericEntity/entityReducer.js +0 -38
  257. package/lib/entity/genericEntity/entitySelector.js +0 -8
  258. package/lib/entity/genericEntity/entityState.js +0 -2
  259. package/lib/entity/globalMerchant/globalMerchantPayload.js +0 -119
  260. package/lib/entity/globalMerchant/globalMerchantReducer.js +0 -93
  261. package/lib/entity/globalMerchant/globalMerchantSelector.js +0 -24
  262. package/lib/entity/globalMerchant/globalMerchantState.js +0 -6
  263. package/lib/entity/insights/insightPayload.js +0 -2
  264. package/lib/entity/insights/insightReducer.js +0 -64
  265. package/lib/entity/insights/insightSelector.js +0 -8
  266. package/lib/entity/insights/insightState.js +0 -17
  267. package/lib/entity/insights/insightSummary.js +0 -2
  268. package/lib/entity/insights/insightSummaryPayload.js +0 -15
  269. package/lib/entity/invoicing/coupon/couponPayload.js +0 -48
  270. package/lib/entity/invoicing/coupon/couponReducer.js +0 -50
  271. package/lib/entity/invoicing/coupon/couponSelector.js +0 -21
  272. package/lib/entity/invoicing/coupon/couponState.js +0 -2
  273. package/lib/entity/invoicing/coupon/couponTypes.js +0 -2
  274. package/lib/entity/invoicing/creditNote/creditNotePayload.js +0 -66
  275. package/lib/entity/invoicing/creditNote/creditNoteReducer.js +0 -52
  276. package/lib/entity/invoicing/creditNote/creditNoteSelector.js +0 -17
  277. package/lib/entity/invoicing/creditNote/creditNoteState.js +0 -2
  278. package/lib/entity/invoicing/creditNote/creditNoteTypes.js +0 -2
  279. package/lib/entity/invoicing/dunningCase/dunningCasePayload.js +0 -37
  280. package/lib/entity/invoicing/dunningCase/dunningCaseReducer.js +0 -52
  281. package/lib/entity/invoicing/dunningCase/dunningCaseSelector.js +0 -17
  282. package/lib/entity/invoicing/dunningCase/dunningCaseState.js +0 -2
  283. package/lib/entity/invoicing/dunningCase/dunningCaseTypes.js +0 -2
  284. package/lib/entity/invoicing/invoice/invoicePayload.js +0 -154
  285. package/lib/entity/invoicing/invoice/invoiceReducer.js +0 -52
  286. package/lib/entity/invoicing/invoice/invoiceSelector.js +0 -16
  287. package/lib/entity/invoicing/invoice/invoiceState.js +0 -2
  288. package/lib/entity/invoicing/invoice/invoiceTypes.js +0 -2
  289. package/lib/entity/invoicing/invoicingCatalog/invoicingCatalogPayload.js +0 -138
  290. package/lib/entity/invoicing/invoicingCatalog/invoicingCatalogReducer.js +0 -74
  291. package/lib/entity/invoicing/invoicingCatalog/invoicingCatalogSelector.js +0 -59
  292. package/lib/entity/invoicing/invoicingCatalog/invoicingCatalogState.js +0 -2
  293. package/lib/entity/invoicing/invoicingCommonPayload.js +0 -318
  294. package/lib/entity/invoicing/invoicingCommonState.js +0 -2
  295. package/lib/entity/invoicing/invoicingCustomer/invoicingCustomerPayload.js +0 -100
  296. package/lib/entity/invoicing/invoicingCustomer/invoicingCustomerReducer.js +0 -50
  297. package/lib/entity/invoicing/invoicingCustomer/invoicingCustomerSelector.js +0 -65
  298. package/lib/entity/invoicing/invoicingCustomer/invoicingCustomerState.js +0 -2
  299. package/lib/entity/invoicing/invoicingSubscription/invoicingSubscriptionPayload.js +0 -118
  300. package/lib/entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer.js +0 -52
  301. package/lib/entity/invoicing/invoicingSubscription/invoicingSubscriptionSelector.js +0 -17
  302. package/lib/entity/invoicing/invoicingSubscription/invoicingSubscriptionState.js +0 -2
  303. package/lib/entity/invoicing/invoicingSubscription/invoicingSubscriptionTypes.js +0 -2
  304. package/lib/entity/invoicing/invoicingTransaction/invoicingTransactionPayload.js +0 -62
  305. package/lib/entity/invoicing/invoicingTransaction/invoicingTransactionReducer.js +0 -52
  306. package/lib/entity/invoicing/invoicingTransaction/invoicingTransactionSelector.js +0 -17
  307. package/lib/entity/invoicing/invoicingTransaction/invoicingTransactionState.js +0 -2
  308. package/lib/entity/invoicing/invoicingTransaction/invoicingTransactionTypes.js +0 -2
  309. package/lib/entity/jeSchedules/jeScheduleHelper.js +0 -13
  310. package/lib/entity/jeSchedules/jeSchedulesPayload.js +0 -578
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  2071. package/lib/view/tagView/tagViewState.js +0 -2
  2072. package/lib/view/taskManager/cannedResponsesView/cannedResponses.js +0 -2
  2073. package/lib/view/taskManager/cannedResponsesView/cannedResponsesPayload.js +0 -15
  2074. package/lib/view/taskManager/cannedResponsesView/cannedResponsesReducer.js +0 -69
  2075. package/lib/view/taskManager/cannedResponsesView/cannedResponsesSelector.js +0 -6
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  2077. package/lib/view/taskManager/cannedResponsesView/epics/fetchCannedResponsesEpic.js +0 -25
  2078. package/lib/view/taskManager/cannedResponsesView/epics/saveCannedResponseEpic.js +0 -33
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  2085. package/lib/view/taskManager/taskDetailView/epics/fetchTaskHistoryEpic.js +0 -62
  2086. package/lib/view/taskManager/taskDetailView/epics/initializeTaskToLocalStoreEpic.js +0 -28
  2087. package/lib/view/taskManager/taskDetailView/epics/saveTaskDetailEpic.js +0 -170
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@@ -1,1157 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.mergeTransactionAndEntityRecommendationsWithCOT = exports.isAccountUncategorized = exports.isEntityMatching = exports.toUpdateLineItemsToOriginalVendor = exports.toSetAllLineItemsToVendor = exports.getChangedLineItemCountFromLocalData = exports.removeEntityRecommendationForLineIdInLocalData = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsLocalDataIsUpdateAllChecked = exports.toSetAllLineItemsToCategoryClass = exports.toUpdateLineItemsOriginalCategoryClass = exports.getRecommendedCategoryClass = exports.toLineEntity = exports.toTransactionDetailLocalData = void 0;
4
- const entity_1 = require("../../entity/genericEntity/entity");
5
- const customerTransaction_1 = require("../../entity/transaction/stateTypes/customerTransaction");
6
- const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
7
- const transactionHelper_1 = require("../../entity/transaction/transactionHelper");
8
- const transactionDetailState_1 = require("./transactionDetailState");
9
- const toTransactionDetailLocalData = (transaction, defaultVendorId, uncategorizedIncomeExpense) => {
10
- const transactionLocal = {
11
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
12
- };
13
- const customerId = transaction.customer
14
- ?.id;
15
- const vendorId = defaultVendorId ?? transaction.vendor?.id;
16
- transactionLocal.memo = transaction.memo;
17
- transactionLocal.documentId = transaction.documentId;
18
- // Project is at the transaction level only for invoice and credit_memo.
19
- if ((transaction.type === 'invoice' || transaction.type === 'credit_memo') &&
20
- transaction.projectId != null) {
21
- transactionLocal.project = {
22
- projectId: transaction.projectId,
23
- projectName: transaction.projectName ?? '',
24
- ...(transaction.accountingProviderProjectId != null
25
- ? { accountingProviderProjectId: transaction.accountingProviderProjectId }
26
- : {}),
27
- };
28
- }
29
- transactionLocal.vendorUpdates =
30
- (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
31
- ? {
32
- id: vendorId,
33
- name: transaction.vendor?.name ?? '',
34
- qboId: transaction.vendor?.id,
35
- }
36
- : undefined;
37
- transactionLocal.customerUpdates =
38
- (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) && Boolean(customerId)
39
- ? {
40
- id: customerId,
41
- name: transaction.customer?.name ?? '',
42
- qboId: transaction.customer?.id ?? '',
43
- }
44
- : undefined;
45
- const vendorName = transaction.vendor?.name ?? '';
46
- const customerName = transaction.customer?.name ?? '';
47
- if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true &&
48
- Boolean(customerId) &&
49
- Boolean(customerName)) {
50
- const id = customerId;
51
- transactionLocal.selectedEntity = {
52
- id: id,
53
- name: customerName,
54
- type: (0, entity_1.toEntityType)('customer'),
55
- qboId: id,
56
- zeniId: id,
57
- };
58
- }
59
- else if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true &&
60
- Boolean(vendorId) &&
61
- Boolean(vendorName)) {
62
- const id = vendorId;
63
- transactionLocal.selectedEntity = {
64
- id: id,
65
- name: vendorName,
66
- type: (0, entity_1.toEntityType)('vendor'),
67
- qboId: id,
68
- zeniId: id,
69
- };
70
- }
71
- else {
72
- transactionLocal.selectedEntity = undefined;
73
- }
74
- if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
75
- Boolean(vendorId) &&
76
- Boolean(vendorName)) {
77
- const id = vendorId;
78
- transactionLocal.vendorDetails = {
79
- id: id,
80
- qboId: id,
81
- name: vendorName,
82
- };
83
- }
84
- else {
85
- transactionLocal.vendorDetails = undefined;
86
- }
87
- if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
88
- Boolean(customerId) &&
89
- Boolean(customerName)) {
90
- const id = customerId;
91
- transactionLocal.customerDetails = {
92
- id: id,
93
- qboId: id,
94
- name: customerName,
95
- };
96
- }
97
- else {
98
- transactionLocal.customerDetails = undefined;
99
- }
100
- // Convert transaction to COT format
101
- const transactionWithCOT = (0, transactionHelper_1.getTransactionWithCOT)(transaction);
102
- transactionLocal.lineItemById =
103
- transaction.lines != null && transaction.lines.length > 0
104
- ? buildLineItemById(transaction, uncategorizedIncomeExpense, transactionWithCOT.recommendationsWithCOT)
105
- : {};
106
- return transactionLocal;
107
- };
108
- exports.toTransactionDetailLocalData = toTransactionDetailLocalData;
109
- const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendationsWithCOT) => {
110
- const lineItemData = {};
111
- const { lines } = transaction;
112
- const isJEOrBankDepositTransaction = (0, vendorTransaction_1.isVendorTransaction)(transaction) === false &&
113
- (0, customerTransaction_1.isCustomerTransaction)(transaction) === false;
114
- lines?.forEach((line) => {
115
- if (line.type === 'transaction_with_account_and_class_line' ||
116
- line.type === 'transaction_with_product_or_service_line' ||
117
- line.type === 'journal_entry_transaction_line') {
118
- const record = {
119
- ...line,
120
- isCategoryMiscategorized: line
121
- .isCategoryMiscategorized ?? false,
122
- isClassMiscategorized: line.isClassMiscategorized ??
123
- false,
124
- };
125
- const accountLine = line;
126
- const lineId = line.id;
127
- const isVendorOrCustomerPresent = isJEOrBankDepositTransaction === true
128
- ? line.vendor != null ||
129
- line.customer != null
130
- : transaction.vendor != null ||
131
- transaction.customer != null ||
132
- transaction.customer != null;
133
- record.account = accountLine.account;
134
- record.class = accountLine.class;
135
- record.customer = accountLine.customer;
136
- record.billable = accountLine.billable;
137
- if (recommendationsWithCOT != null) {
138
- const recommendations = recommendationsWithCOT[lineId];
139
- record.recommendationsWithCOT = recommendations;
140
- const { recommendedAccount, recommendedClass } = (0, exports.getRecommendedCategoryClass)(accountLine.isCategoryMiscategorized ?? false, accountLine.isClassMiscategorized ?? false, recommendations, accountLine.account, accountLine.class, uncategorizedIncomeExpense);
141
- // TODO: comparing with qboId because backend temporarily required us to compare
142
- // class and account based on qbo id. This should ideally be based on accountId/ClassId
143
- if (Boolean(recommendedAccount?.qboId) &&
144
- recommendedAccount?.qboId !== accountLine.account.qboId) {
145
- record.isRecommendedCategorySelected = false;
146
- record.recommendedAccount = recommendedAccount;
147
- record.isCategoryUpdateSelected = false;
148
- }
149
- if (accountLine.isCategoryMiscategorized &&
150
- Boolean(accountLine.account.qboId) &&
151
- Boolean(isVendorOrCustomerPresent)) {
152
- record.retainedAccount =
153
- (0, exports.isAccountUncategorized)(uncategorizedIncomeExpense, accountLine.account.qboId) === false
154
- ? accountLine.account
155
- : undefined;
156
- record.isRetainedCategorySelected = false;
157
- }
158
- if (Boolean(recommendedClass?.qboId) &&
159
- recommendedClass?.qboId !== accountLine.class?.qboId) {
160
- record.isRecommendedClassSelected = false;
161
- record.recommendedClass = recommendedClass;
162
- record.isClassUpdateSelected = false;
163
- }
164
- if (accountLine.isClassMiscategorized &&
165
- Boolean(accountLine.class?.qboId) &&
166
- Boolean(isVendorOrCustomerPresent)) {
167
- record.retainedClass = accountLine.class;
168
- record.isRetainedClassSelected = false;
169
- }
170
- }
171
- if (line.platformLineDetailType === 'deposit_line_detail') {
172
- record.lineEntity = (0, exports.toLineEntity)(line);
173
- }
174
- if (line.type === 'transaction_with_product_or_service_line') {
175
- const lineRecord = line;
176
- record.item = lineRecord.item;
177
- record.lineDetailType = lineRecord.lineDetailType;
178
- }
179
- if (line.type === 'journal_entry_transaction_line') {
180
- const lineRecord = line;
181
- record.lineTransactionType = lineRecord.lineTransactionType;
182
- record.postingType = lineRecord.postingType;
183
- record.postingTypeName = lineRecord.postingTypeName;
184
- record.lineEntity = (0, exports.toLineEntity)(lineRecord);
185
- }
186
- lineItemData[line.id] = record;
187
- }
188
- if (line.type === 'linked_transaction_line') {
189
- const linkedRecord = line;
190
- lineItemData[line.id] = {
191
- ...linkedRecord,
192
- isCategoryMiscategorized: false,
193
- isClassMiscategorized: false,
194
- };
195
- }
196
- if (line.type === 'transaction_info_line') {
197
- const infoRecord = line;
198
- lineItemData[line.id] = {
199
- ...infoRecord,
200
- isCategoryMiscategorized: false,
201
- isClassMiscategorized: false,
202
- };
203
- }
204
- });
205
- return lineItemData;
206
- };
207
- const toLineEntity = (lineRecord) => {
208
- // TODO - having to convert the object as Entity since this is what is returned
209
- // by the API - since we do not want to touch VendorBase and add qboID,
210
- // making this hack where it is cast as entity - if QBO id is present
211
- // that will be used, else the ID will be replaced everywhere
212
- if (lineRecord.customer != null) {
213
- const entity = lineRecord.customer;
214
- return {
215
- ...lineRecord.customer,
216
- type: (0, entity_1.toEntityType)('customer'),
217
- zeniId: entity.zeniId != null ? entity.zeniId : lineRecord.customer.id,
218
- qboId: entity.qboId != null ? entity.qboId : lineRecord.customer.id,
219
- };
220
- }
221
- if (lineRecord.vendor != null) {
222
- const entity = lineRecord.vendor;
223
- return {
224
- ...lineRecord.vendor,
225
- type: (0, entity_1.toEntityType)('vendor'),
226
- zeniId: entity.zeniId != null ? entity.zeniId : lineRecord.vendor.id,
227
- qboId: entity.qboId != null ? entity.qboId : lineRecord.vendor.id,
228
- };
229
- }
230
- return;
231
- };
232
- exports.toLineEntity = toLineEntity;
233
- const toVendorBaseFromLineEntity = (entity) => {
234
- return {
235
- id: entity.id,
236
- name: entity.name,
237
- logo: entity.logo,
238
- };
239
- };
240
- const toCustomerrBaseFromLineEntity = (entity) => {
241
- return {
242
- id: entity.id,
243
- qboId: entity.qboId,
244
- name: entity.name,
245
- logo: entity.logo,
246
- };
247
- };
248
- const getRecommendedCategoryClass = (isCategoryMiscategorized, isClassMiscategorized, recommendation, account, classObj, uncategorizedIncomeExpense) => {
249
- let recommendedAccount;
250
- let recommendedClass;
251
- // Note: Recommended account/class will always be the first non-matching (with line account/class) value.
252
- let isLineItemClassCorrectlyCategorized = false;
253
- let isLineItemCategoryCorrectlyCategorized = false;
254
- recommendation?.forEach((rec) => {
255
- if (rec.account != null &&
256
- rec.account.qboId !== account?.qboId &&
257
- recommendedAccount == undefined) {
258
- const { cot, reasoning, ...accountWithoutCOT } = rec.account;
259
- void cot;
260
- void reasoning;
261
- recommendedAccount = accountWithoutCOT;
262
- }
263
- if (rec.class != null &&
264
- rec.class.qboId !== classObj?.qboId &&
265
- recommendedClass == undefined) {
266
- const { cot, reasoning, ...classWithoutCOT } = rec.class;
267
- void cot;
268
- void reasoning;
269
- recommendedClass = classWithoutCOT;
270
- }
271
- // Note: In case of uncat transactions, if class is correctly categorized,
272
- // i.e line item class is equal to 1st recommended class, then no class recommendation should be shown
273
- const isUncategorizedAccount = uncategorizedIncomeExpense != null &&
274
- (0, exports.isAccountUncategorized)(uncategorizedIncomeExpense, account?.qboId);
275
- if ((isClassMiscategorized === false || isUncategorizedAccount) &&
276
- rec.class != null &&
277
- rec.class.qboId === classObj?.qboId) {
278
- isLineItemClassCorrectlyCategorized = true;
279
- }
280
- // Note: In case of uncat transactions, if category is correctly categorized,
281
- // i.e line item c ategory is equal to 1st recommended category, then no category recommendation should be shwown
282
- if (isCategoryMiscategorized === false &&
283
- rec.account != null &&
284
- rec.account.qboId === account?.qboId) {
285
- isLineItemCategoryCorrectlyCategorized = true;
286
- }
287
- });
288
- if (isLineItemClassCorrectlyCategorized) {
289
- recommendedClass = undefined;
290
- }
291
- if (isLineItemCategoryCorrectlyCategorized) {
292
- recommendedAccount = undefined;
293
- }
294
- return {
295
- recommendedAccount,
296
- recommendedClass,
297
- };
298
- };
299
- exports.getRecommendedCategoryClass = getRecommendedCategoryClass;
300
- const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLocalData, lineIdsForReplace, lineIdsForUpdateAll, replace, updateAll) => {
301
- const isLineIdInReplaceList = (findLineID) => lineIdsForReplace.find((lineId) => findLineID === lineId);
302
- const isLineIdInUpdateList = (findLineID) => lineIdsForUpdateAll.find((lineId) => findLineID === lineId);
303
- const newLineItems = {};
304
- const persistedLineIds = new Set();
305
- const checkIfNotJEAndDeposit = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
306
- (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
307
- if (transaction.lines != null) {
308
- // always preserving the order of the line items. hence iterating over this
309
- transaction.lines.forEach((line) => {
310
- persistedLineIds.add(line.id);
311
- if (line.type === 'transaction_with_account_and_class_line' ||
312
- line.type === 'transaction_with_product_or_service_line' ||
313
- line.type === 'journal_entry_transaction_line') {
314
- const accountLine = line;
315
- const lineId = line.id;
316
- const record = {
317
- ...transactionDetailLocalData.lineItemById[lineId],
318
- };
319
- const isVendorOrCustomerPresent = record.vendor != null || record.customer != null;
320
- if (isLineIdInReplaceList(line.id) != null) {
321
- if (checkIfNotJEAndDeposit === true) {
322
- record.recommendationsWithCOT =
323
- transactionDetailLocalData.lineItemById?.[lineId].recommendationsWithCOT;
324
- }
325
- const { recommendedAccount, recommendedClass } = (0, exports.getRecommendedCategoryClass)(accountLine.isCategoryMiscategorized ?? false, accountLine.isClassMiscategorized ?? false, record.recommendationsWithCOT, accountLine.account, accountLine.class);
326
- const updateCategory = () => {
327
- if (recommendedAccount?.qboId !== accountLine.account.qboId &&
328
- Boolean(recommendedAccount?.qboId)) {
329
- record.account = accountLine.account;
330
- record.isRecommendedCategorySelected = false;
331
- record.recommendedAccount = recommendedAccount;
332
- record.isCategoryUpdateSelected = false;
333
- if (accountLine.isCategoryMiscategorized &&
334
- Boolean(accountLine.account.qboId) &&
335
- Boolean(isVendorOrCustomerPresent)) {
336
- record.retainedAccount = accountLine.account;
337
- record.isRetainedCategorySelected = false;
338
- }
339
- }
340
- else if (recommendedAccount?.qboId === accountLine.account.qboId &&
341
- Boolean(recommendedAccount?.qboId)) {
342
- record.account = accountLine.account;
343
- record.isRecommendedCategorySelected = false;
344
- record.isCategoryUpdateSelected = false;
345
- if (accountLine.isCategoryMiscategorized &&
346
- Boolean(accountLine.account.qboId) &&
347
- Boolean(isVendorOrCustomerPresent)) {
348
- record.retainedAccount = recommendedAccount;
349
- record.isRetainedCategorySelected = false;
350
- }
351
- }
352
- if (transactionDetailLocalData.vendorDetails?.id !=
353
- transactionDetailLocalData.vendorUpdates?.id) {
354
- record.recommendedAccount =
355
- transactionDetailLocalData.lineItemById[lineId].recommendedAccount;
356
- }
357
- };
358
- const updateClass = () => {
359
- if (recommendedClass?.qboId !== accountLine.class?.qboId &&
360
- Boolean(recommendedClass?.qboId)) {
361
- record.class = accountLine.class;
362
- record.isRecommendedClassSelected = false;
363
- record.recommendedClass = recommendedClass;
364
- record.isClassUpdateSelected = false;
365
- if (accountLine.isClassMiscategorized &&
366
- Boolean(accountLine.class?.qboId) &&
367
- Boolean(isVendorOrCustomerPresent)) {
368
- record.retainedClass = accountLine.class;
369
- record.isRetainedClassSelected = false;
370
- }
371
- }
372
- else if (recommendedClass?.qboId === accountLine.account.qboId &&
373
- Boolean(recommendedClass?.qboId)) {
374
- record.class = accountLine.class;
375
- record.isRecommendedClassSelected = false;
376
- record.recommendedClass = recommendedClass;
377
- record.isClassUpdateSelected = false;
378
- if (accountLine.isClassMiscategorized &&
379
- Boolean(accountLine.class?.qboId) &&
380
- Boolean(isVendorOrCustomerPresent)) {
381
- record.retainedClass = recommendedClass;
382
- record.isRetainedClassSelected = false;
383
- }
384
- }
385
- if (transactionDetailLocalData.vendorDetails?.id !=
386
- transactionDetailLocalData.vendorUpdates?.id) {
387
- record.recommendedClass =
388
- transactionDetailLocalData.lineItemById[lineId].recommendedClass;
389
- }
390
- };
391
- switch (replace) {
392
- case 'account':
393
- updateCategory();
394
- break;
395
- case 'class':
396
- updateClass();
397
- break;
398
- case 'both': {
399
- updateCategory();
400
- updateClass();
401
- break;
402
- }
403
- }
404
- if (line.type === 'transaction_with_product_or_service_line') {
405
- const lineRecord = transactionDetailLocalData.lineItemById[lineId];
406
- record.item = lineRecord.item;
407
- record.lineDetailType = lineRecord.lineDetailType;
408
- }
409
- if (line.type === 'journal_entry_transaction_line') {
410
- const lineRecord = transactionDetailLocalData.lineItemById[lineId];
411
- record.lineTransactionType = lineRecord.lineTransactionType;
412
- record.postingType = lineRecord.postingType;
413
- record.postingTypeName = lineRecord.postingTypeName;
414
- record.lineEntity = (0, exports.toLineEntity)(lineRecord);
415
- }
416
- if (updateAll != null) {
417
- record.isUpdateAllChecked = updateAll;
418
- }
419
- }
420
- if (isLineIdInUpdateList(line.id) != null) {
421
- record.isUpdateAllChecked = updateAll;
422
- }
423
- newLineItems[lineId] = record;
424
- }
425
- else {
426
- newLineItems[line.id] =
427
- transactionDetailLocalData.lineItemById[line.id] != null
428
- ? {
429
- ...transactionDetailLocalData.lineItemById[line.id],
430
- isCategoryMiscategorized: false,
431
- isClassMiscategorized: false,
432
- }
433
- : {
434
- ...line,
435
- isCategoryMiscategorized: false,
436
- isClassMiscategorized: false,
437
- };
438
- }
439
- });
440
- }
441
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
442
- const newLocalData = {
443
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
444
- memo: transactionDetailLocalData.memo,
445
- documentId: transactionDetailLocalData.documentId,
446
- project: transactionDetailLocalData.project,
447
- lineItemById: newLineItems,
448
- vendorDetails: transactionDetailLocalData.vendorDetails,
449
- vendorUpdates: transactionDetailLocalData.vendorUpdates,
450
- customerDetails: transactionDetailLocalData.customerDetails,
451
- customerUpdates: transactionDetailLocalData.customerUpdates,
452
- updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,
453
- isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked,
454
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
455
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
456
- selectedEntity: transactionDetailLocalData.selectedEntity,
457
- };
458
- return newLocalData;
459
- };
460
- exports.toUpdateLineItemsOriginalCategoryClass = toUpdateLineItemsOriginalCategoryClass;
461
- const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalData, isUpdateAll, lineEntity, chosenAccount, chosenClass) => {
462
- const newLineItems = {};
463
- const persistedLineIds = new Set();
464
- const updateAllLines = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
465
- (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
466
- if (transaction.lines != null) {
467
- // always preserving the order of the line items. hence iterating over this
468
- transaction.lines.forEach((line) => {
469
- persistedLineIds.add(line.id);
470
- if (line.type === 'transaction_with_account_and_class_line' ||
471
- line.type === 'transaction_with_product_or_service_line' ||
472
- line.type === 'journal_entry_transaction_line') {
473
- const lineId = line.id;
474
- const record = {
475
- ...transactionDetailLocalData.lineItemById[lineId],
476
- };
477
- if (updateAllLines === true || (0, exports.isEntityMatching)(lineEntity, record)) {
478
- if (chosenAccount?.account != null) {
479
- record.account = chosenAccount?.account;
480
- }
481
- if (chosenAccount != null &&
482
- chosenAccount.updateOrRetain === 'update' &&
483
- record.account?.qboId === record.recommendedAccount?.qboId &&
484
- Boolean(record.account?.qboId)) {
485
- record.isRecommendedCategorySelected = true;
486
- record.isCategoryUpdateSelected = true;
487
- }
488
- else {
489
- record.isRecommendedCategorySelected = false;
490
- record.isCategoryUpdateSelected = false;
491
- }
492
- if (chosenAccount != null &&
493
- chosenAccount.updateOrRetain === 'retain' &&
494
- record.account?.qboId === record.retainedAccount?.qboId &&
495
- Boolean(record.account?.qboId)) {
496
- record.isRetainedCategorySelected = true;
497
- }
498
- else {
499
- record.isRetainedCategorySelected = false;
500
- }
501
- if (chosenClass?.classBase != null) {
502
- record.class = chosenClass?.classBase;
503
- }
504
- if (chosenClass != null &&
505
- chosenClass.updateOrRetain === 'update' &&
506
- record.class?.qboId === record.recommendedClass?.qboId &&
507
- Boolean(record.class?.qboId)) {
508
- record.isRecommendedClassSelected = true;
509
- record.isClassUpdateSelected = true;
510
- }
511
- else {
512
- record.isRecommendedClassSelected = false;
513
- record.isClassUpdateSelected = false;
514
- }
515
- if (chosenClass != null &&
516
- chosenClass.updateOrRetain === 'retain' &&
517
- record.class?.qboId === record.retainedClass?.qboId &&
518
- Boolean(record.class?.qboId)) {
519
- record.isRetainedClassSelected = true;
520
- }
521
- else {
522
- record.isRetainedClassSelected = false;
523
- }
524
- record.isUpdateAllChecked = isUpdateAll;
525
- if (line.type === 'transaction_with_product_or_service_line') {
526
- const lineRecord = transactionDetailLocalData.lineItemById[lineId];
527
- record.item = lineRecord.item;
528
- record.lineDetailType = lineRecord.lineDetailType;
529
- }
530
- if (line.type === 'journal_entry_transaction_line') {
531
- const lineRecord = transactionDetailLocalData.lineItemById[lineId];
532
- record.lineTransactionType = lineRecord.lineTransactionType;
533
- record.postingType = lineRecord.postingType;
534
- record.postingTypeName = lineRecord.postingTypeName;
535
- record.lineEntity = (0, exports.toLineEntity)(lineRecord);
536
- }
537
- newLineItems[lineId] = record;
538
- }
539
- else {
540
- newLineItems[lineId] = record;
541
- }
542
- }
543
- else {
544
- newLineItems[line.id] = {
545
- ...transactionDetailLocalData.lineItemById[line.id],
546
- };
547
- }
548
- });
549
- }
550
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
551
- const newLocalData = {
552
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
553
- memo: transactionDetailLocalData.memo,
554
- documentId: transactionDetailLocalData.documentId,
555
- project: transactionDetailLocalData.project,
556
- lineItemById: newLineItems,
557
- vendorUpdates: transactionDetailLocalData.vendorUpdates,
558
- vendorDetails: transactionDetailLocalData.vendorDetails,
559
- customerUpdates: transactionDetailLocalData.customerUpdates,
560
- customerDetails: transactionDetailLocalData.customerDetails,
561
- updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,
562
- isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked,
563
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
564
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
565
- selectedEntity: transactionDetailLocalData.selectedEntity,
566
- };
567
- return newLocalData;
568
- };
569
- exports.toSetAllLineItemsToCategoryClass = toSetAllLineItemsToCategoryClass;
570
- const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDetailLocalData, isUpdateAll, entity) => {
571
- const newLineItems = {};
572
- const persistedLineIds = new Set();
573
- const updateAllLines = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
574
- (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
575
- if (transaction.lines != null) {
576
- // always preserving the order of the line items. hence iterating over this
577
- transaction.lines.forEach((line) => {
578
- persistedLineIds.add(line.id);
579
- const lineId = line.id;
580
- if (line.type === 'transaction_with_account_and_class_line' ||
581
- line.type === 'transaction_with_product_or_service_line' ||
582
- line.type === 'journal_entry_transaction_line') {
583
- const record = {
584
- ...transactionDetailLocalData.lineItemById[lineId],
585
- };
586
- if (updateAllLines === true || (0, exports.isEntityMatching)(entity, record)) {
587
- record.isUpdateAllChecked = isUpdateAll;
588
- }
589
- newLineItems[lineId] = record;
590
- }
591
- else {
592
- newLineItems[lineId] = {
593
- ...line,
594
- isCategoryMiscategorized: false,
595
- isClassMiscategorized: false,
596
- };
597
- }
598
- });
599
- }
600
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
601
- const newLocalData = {
602
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
603
- memo: transactionDetailLocalData.memo,
604
- documentId: transactionDetailLocalData.documentId,
605
- project: transactionDetailLocalData.project,
606
- lineItemById: newLineItems,
607
- vendorDetails: transactionDetailLocalData.vendorDetails,
608
- vendorUpdates: transactionDetailLocalData.vendorUpdates,
609
- customerUpdates: transactionDetailLocalData.customerUpdates,
610
- customerDetails: transactionDetailLocalData.customerDetails,
611
- updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,
612
- isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked,
613
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
614
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
615
- selectedEntity: transactionDetailLocalData.selectedEntity,
616
- };
617
- return newLocalData;
618
- };
619
- exports.toSetAllLineItemsLocalDataIsUpdateAllChecked = toSetAllLineItemsLocalDataIsUpdateAllChecked;
620
- const preserveLocalLines = (target, source, persistedLineIds) => {
621
- Object.keys(source).forEach((lineId) => {
622
- if (!persistedLineIds.has(lineId)) {
623
- target[lineId] = { ...source[lineId] };
624
- }
625
- });
626
- };
627
- const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDetailLocalData, entity, recommendationLineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId) => {
628
- const newLineItems = {};
629
- let matchingEntityLineId = undefined;
630
- const checkIfNotJEAndDeposit = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
631
- (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
632
- const persistedLineIds = new Set();
633
- if (transaction.lines != null) {
634
- // always preserving the order of the line items. hence iterating over this
635
- transaction.lines.forEach((line) => {
636
- persistedLineIds.add(line.id);
637
- const lineId = line.id;
638
- const oldRecord = transactionDetailLocalData.lineItemById[lineId];
639
- // check if any line already has this entity
640
- if (recommendationLineIds.includes(lineId)) {
641
- if (line.type === 'transaction_with_account_and_class_line' ||
642
- line.type === 'transaction_with_product_or_service_line' ||
643
- line.type === 'journal_entry_transaction_line') {
644
- const record = {
645
- ...oldRecord,
646
- };
647
- const recommendationsWithCOT = (0, exports.mergeTransactionAndEntityRecommendationsWithCOT)(oldRecord.recommendationsWithCOT, recommendationWithCOTByLineId?.[lineId]);
648
- const accountLine = line;
649
- record.account = accountLine.account;
650
- record.class = accountLine.class;
651
- if (checkIfNotJEAndDeposit === true) {
652
- record.customer = accountLine.customer;
653
- record.vendor = accountLine.vendor;
654
- }
655
- else {
656
- record.lineEntity = entity;
657
- record.vendor = undefined;
658
- record.customer = undefined;
659
- if (entity.type === 'customer') {
660
- record.customer = toLineCustomerOrVendor(entity);
661
- }
662
- else {
663
- record.vendor = toLineCustomerOrVendor(entity);
664
- }
665
- }
666
- record.billable = accountLine.billable;
667
- record.recommendationsWithCOT = recommendationsWithCOT;
668
- const { recommendedAccount, recommendedClass } = (0, exports.getRecommendedCategoryClass)(accountLine.isCategoryMiscategorized ?? false, accountLine.isClassMiscategorized ?? false, recommendationsWithCOT, accountLine.account, accountLine.class);
669
- // TODO: comparing with qboId because backend temporarily required us to compare
670
- // class and account based on qbo id. This should ideally be based on accountId/ClassId
671
- if (recommendedAccount?.qboId !== accountLine.account.qboId &&
672
- Boolean(recommendedAccount?.qboId)) {
673
- record.isRecommendedCategorySelected = false;
674
- record.recommendedAccount = recommendedAccount;
675
- record.isCategoryUpdateSelected = false;
676
- if (accountLine.isCategoryMiscategorized &&
677
- Boolean(accountLine.account.qboId)) {
678
- record.retainedAccount =
679
- (0, exports.isAccountUncategorized)(uncategorizedIncomeExpense, accountLine.account.qboId) === false
680
- ? accountLine.account
681
- : undefined;
682
- record.isRetainedCategorySelected = false;
683
- }
684
- }
685
- else {
686
- record.isRecommendedCategorySelected = false;
687
- record.recommendedAccount = recommendedAccount;
688
- if (recommendedAccount?.qboId === accountLine.account.qboId) {
689
- record.recommendedAccount = undefined;
690
- }
691
- record.isCategoryUpdateSelected = false;
692
- if (accountLine.isCategoryMiscategorized &&
693
- Boolean(accountLine.account.qboId)) {
694
- record.retainedAccount = recommendedAccount;
695
- record.isRetainedCategorySelected = false;
696
- }
697
- }
698
- if (recommendedClass?.qboId !== accountLine.class?.qboId &&
699
- Boolean(recommendedClass?.qboId)) {
700
- record.isRecommendedClassSelected = false;
701
- record.recommendedClass = recommendedClass;
702
- record.isClassUpdateSelected = false;
703
- if (accountLine.isClassMiscategorized &&
704
- Boolean(accountLine.class?.qboId)) {
705
- record.retainedClass = accountLine.class;
706
- record.isRetainedClassSelected = false;
707
- }
708
- }
709
- else {
710
- record.isRecommendedClassSelected = false;
711
- record.recommendedClass = recommendedClass;
712
- if (recommendedClass?.qboId === accountLine.class?.qboId) {
713
- record.recommendedClass = undefined;
714
- }
715
- record.isClassUpdateSelected = false;
716
- if (accountLine.isClassMiscategorized &&
717
- Boolean(accountLine.class?.qboId)) {
718
- record.retainedClass = recommendedClass;
719
- record.isRetainedClassSelected = false;
720
- }
721
- }
722
- if (recommendedAccount == null) {
723
- record.recommendedAccount = recommendedAccount;
724
- }
725
- if (recommendedClass == null) {
726
- record.recommendedClass = recommendedClass;
727
- }
728
- if ((Boolean(record.account.qboId) === false ||
729
- (0, exports.isAccountUncategorized)(uncategorizedIncomeExpense, record.account.qboId)) &&
730
- Boolean(recommendedAccount?.qboId) !== false) {
731
- record.account = recommendedAccount;
732
- }
733
- if (Boolean(record.class?.qboId) === false &&
734
- Boolean(recommendedClass?.qboId) !== false) {
735
- record.class = recommendedClass;
736
- }
737
- newLineItems[line.id] = record;
738
- }
739
- }
740
- else {
741
- if ((0, exports.isEntityMatching)(entity, oldRecord)) {
742
- matchingEntityLineId = lineId;
743
- }
744
- newLineItems[lineId] = oldRecord;
745
- }
746
- });
747
- }
748
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
749
- // if we have found a matching entity
750
- if (matchingEntityLineId != null) {
751
- const matchingRecord = transactionDetailLocalData.lineItemById[matchingEntityLineId];
752
- if (Boolean(matchingRecord.isUpdateAllChecked) === true) {
753
- // the selection for the updated line item should be the same as the matching record
754
- const newLineItem = newLineItems[matchingEntityLineId];
755
- newLineItems[matchingEntityLineId] = {
756
- ...newLineItem,
757
- isUpdateAllChecked: true,
758
- isCategoryUpdateSelected: matchingRecord.isCategoryUpdateSelected,
759
- isClassUpdateSelected: matchingRecord.isClassUpdateSelected,
760
- isRecommendedCategorySelected: matchingRecord.isRecommendedCategorySelected,
761
- isRecommendedClassSelected: matchingRecord.isRecommendedClassSelected,
762
- isRetainedCategorySelected: matchingRecord.isRetainedCategorySelected,
763
- isRetainedClassSelected: matchingRecord.isRetainedCategorySelected,
764
- class: matchingRecord.class,
765
- account: matchingRecord.account,
766
- lineEntity: matchingRecord.lineEntity,
767
- };
768
- }
769
- }
770
- const newLocalData = {
771
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
772
- memo: transactionDetailLocalData.memo,
773
- documentId: transactionDetailLocalData.documentId,
774
- project: transactionDetailLocalData.project,
775
- lineItemById: newLineItems,
776
- vendorUpdates: transactionDetailLocalData.vendorUpdates,
777
- vendorDetails: transactionDetailLocalData.vendorDetails,
778
- customerUpdates: transactionDetailLocalData.customerUpdates,
779
- customerDetails: transactionDetailLocalData.customerDetails,
780
- updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,
781
- isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked,
782
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
783
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
784
- vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,
785
- selectedEntity: transactionDetailLocalData.selectedEntity,
786
- editMode: transactionDetailLocalData.editMode,
787
- };
788
- return newLocalData;
789
- };
790
- exports.setEntityRecommendationForLineIdInLocalData = setEntityRecommendationForLineIdInLocalData;
791
- const removeEntityRecommendationForLineIdInLocalData = (transaction, transactionDetailLocalData, recommendationLineIds) => {
792
- const newLineItems = {};
793
- const persistedLineIds = new Set();
794
- if (transaction.lines != null) {
795
- // always preserving the order of the line items. hence iterating over this
796
- transaction.lines.forEach((line) => {
797
- persistedLineIds.add(line.id);
798
- const lineId = line.id;
799
- const oldRecord = transactionDetailLocalData.lineItemById[lineId];
800
- // check if any line already has this entity
801
- if (recommendationLineIds.includes(line.id)) {
802
- if (line.type === 'transaction_with_account_and_class_line' ||
803
- line.type === 'transaction_with_product_or_service_line' ||
804
- line.type === 'journal_entry_transaction_line') {
805
- const record = {
806
- ...oldRecord,
807
- };
808
- record.isRecommendedCategorySelected = false;
809
- record.isRecommendedClassSelected = false;
810
- record.isRetainedCategorySelected = false;
811
- record.isRetainedClassSelected = false;
812
- record.isUpdateAllChecked = false;
813
- record.recommendedAccount = undefined;
814
- record.retainedAccount = undefined;
815
- record.recommendedClass = undefined;
816
- record.retainedClass = undefined;
817
- record.lineEntity = undefined;
818
- record.customer = undefined;
819
- record.vendor = undefined;
820
- newLineItems[line.id] = record;
821
- }
822
- }
823
- else {
824
- newLineItems[lineId] = oldRecord;
825
- }
826
- });
827
- }
828
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
829
- const newLocalData = {
830
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
831
- memo: transactionDetailLocalData.memo,
832
- documentId: transactionDetailLocalData.documentId,
833
- project: transactionDetailLocalData.project,
834
- lineItemById: newLineItems,
835
- vendorDetails: transactionDetailLocalData.vendorDetails,
836
- vendorUpdates: transactionDetailLocalData.vendorUpdates,
837
- customerUpdates: transactionDetailLocalData.customerUpdates,
838
- customerDetails: transactionDetailLocalData.customerDetails,
839
- updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,
840
- isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked,
841
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
842
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
843
- selectedEntity: transactionDetailLocalData.selectedEntity,
844
- editMode: transactionDetailLocalData.editMode,
845
- };
846
- return newLocalData;
847
- };
848
- exports.removeEntityRecommendationForLineIdInLocalData = removeEntityRecommendationForLineIdInLocalData;
849
- const getChangedLineItemCountFromLocalData = (transaction, transactionLocalData) => {
850
- let number = 0;
851
- if (transaction.lines != null) {
852
- transaction.lines.forEach((line) => {
853
- let hasCategoryChanged = false;
854
- let hasClassChanged = false;
855
- let hasDescriptionChanged = false;
856
- const lineId = line.id;
857
- if (line.type === 'transaction_with_account_and_class_line' ||
858
- line.type === 'transaction_with_product_or_service_line' ||
859
- line.type === 'journal_entry_transaction_line') {
860
- const accountLineLocal = transactionLocalData.lineItemById[lineId];
861
- if (accountLineLocal != null) {
862
- const accountLine = line;
863
- hasCategoryChanged =
864
- accountLineLocal.account?.qboId !== accountLine.account.qboId &&
865
- accountLineLocal.account?.accountId !==
866
- accountLine.account.accountId;
867
- hasClassChanged =
868
- (accountLineLocal.class?.qboId != null ||
869
- accountLine.class?.qboId != null) &&
870
- accountLineLocal.class?.qboId !== accountLine.class?.qboId;
871
- }
872
- }
873
- hasDescriptionChanged =
874
- transactionLocalData.lineItemById[lineId] != null
875
- ? line.lineDescription !==
876
- transactionLocalData.lineItemById[lineId].lineDescription
877
- : false;
878
- if (hasCategoryChanged === true ||
879
- hasClassChanged === true ||
880
- hasDescriptionChanged === true) {
881
- number += 1;
882
- }
883
- });
884
- }
885
- return number;
886
- };
887
- exports.getChangedLineItemCountFromLocalData = getChangedLineItemCountFromLocalData;
888
- const toLineCustomerOrVendor = (entity) => {
889
- return {
890
- id: entity.qboId,
891
- name: entity.name,
892
- };
893
- };
894
- const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, entity) => {
895
- const newLineItems = {};
896
- const persistedLineIds = new Set();
897
- if (transaction.lines != null) {
898
- // always preserving the order of the line items. hence iterating over this
899
- transaction.lines.forEach((line) => {
900
- persistedLineIds.add(line.id);
901
- if (line.type === 'transaction_with_account_and_class_line' ||
902
- line.type === 'transaction_with_product_or_service_line' ||
903
- line.type === 'journal_entry_transaction_line') {
904
- const lineId = line.id;
905
- const record = {
906
- ...transactionDetailLocalData.lineItemById[lineId],
907
- };
908
- record.customer =
909
- entity.type === 'customer'
910
- ? toCustomerrBaseFromLineEntity(entity)
911
- : undefined;
912
- record.vendor =
913
- entity.type === 'vendor'
914
- ? toVendorBaseFromLineEntity(entity)
915
- : undefined;
916
- if (line.type === 'transaction_with_product_or_service_line') {
917
- const lineRecord = {
918
- ...transactionDetailLocalData.lineItemById[lineId],
919
- vendor: record.vendor,
920
- customer: record.customer,
921
- };
922
- record.item = lineRecord.item;
923
- record.lineDetailType = lineRecord.lineDetailType;
924
- }
925
- if (line.type === 'journal_entry_transaction_line') {
926
- const lineRecord = {
927
- ...transactionDetailLocalData.lineItemById[lineId],
928
- vendor: record.vendor,
929
- customer: record.customer,
930
- };
931
- record.lineTransactionType = lineRecord.lineTransactionType;
932
- record.postingType = lineRecord.postingType;
933
- record.postingTypeName = lineRecord.postingTypeName;
934
- record.lineEntity = (0, exports.toLineEntity)(lineRecord);
935
- }
936
- newLineItems[lineId] = record;
937
- }
938
- else {
939
- newLineItems[line.id] = {
940
- ...transactionDetailLocalData.lineItemById[line.id],
941
- };
942
- }
943
- });
944
- }
945
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
946
- const newLocalData = {
947
- ...transactionDetailLocalData,
948
- lineItemById: newLineItems,
949
- isVendorUpdateAllChecked: true,
950
- };
951
- return newLocalData;
952
- };
953
- exports.toSetAllLineItemsToVendor = toSetAllLineItemsToVendor;
954
- const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetailLocalData, lineIdToRetainVendorSelection) => {
955
- const newLineItems = {};
956
- const transactionWithCOT = (0, transactionHelper_1.getTransactionWithCOT)(transaction);
957
- const persistedLineIds = new Set();
958
- if (transaction.lines != null) {
959
- // always preserving the order of the line items. hence iterating over this
960
- transaction.lines.forEach((line) => {
961
- persistedLineIds.add(line.id);
962
- if (line.type === 'transaction_with_account_and_class_line' ||
963
- line.type === 'transaction_with_product_or_service_line' ||
964
- line.type === 'journal_entry_transaction_line') {
965
- const accountLine = line;
966
- const lineId = line.id;
967
- const record = {
968
- ...transactionDetailLocalData.lineItemById[lineId],
969
- };
970
- if (line.id !== lineIdToRetainVendorSelection) {
971
- // We want to retain vendor and other selections for the line after whose vendor `update all` was selected.
972
- const isVendorOrCustomerPresent = record.vendor != null || record.customer != null;
973
- record.isUpdateAllChecked = false;
974
- record.recommendationsWithCOT =
975
- transactionWithCOT.recommendationsWithCOT?.[lineId];
976
- record.vendor = accountLine.vendor;
977
- record.customer = accountLine.customer;
978
- const { recommendedAccount, recommendedClass } = (0, exports.getRecommendedCategoryClass)(accountLine.isCategoryMiscategorized, accountLine.isClassMiscategorized, record.recommendationsWithCOT, accountLine.account, accountLine.class);
979
- // Update category
980
- record.account = accountLine.account;
981
- record.isRecommendedCategorySelected = false;
982
- record.recommendedAccount = recommendedAccount;
983
- record.isCategoryUpdateSelected = false;
984
- if (recommendedAccount?.qboId !== accountLine.account.qboId &&
985
- Boolean(recommendedAccount?.qboId)) {
986
- if (accountLine.isCategoryMiscategorized &&
987
- Boolean(accountLine.account.qboId) &&
988
- Boolean(isVendorOrCustomerPresent)) {
989
- record.retainedAccount = accountLine.account;
990
- record.isRetainedCategorySelected = false;
991
- }
992
- }
993
- else if (recommendedAccount?.qboId === accountLine.account.qboId &&
994
- Boolean(recommendedAccount?.qboId)) {
995
- record.account = accountLine.account;
996
- record.isRecommendedCategorySelected = false;
997
- record.isCategoryUpdateSelected = false;
998
- if (accountLine.isCategoryMiscategorized &&
999
- Boolean(accountLine.account.qboId) &&
1000
- Boolean(isVendorOrCustomerPresent)) {
1001
- record.retainedAccount = recommendedAccount;
1002
- record.isRetainedCategorySelected = false;
1003
- }
1004
- }
1005
- if (transactionDetailLocalData.vendorDetails?.id !==
1006
- transactionDetailLocalData.vendorUpdates?.id) {
1007
- record.recommendedAccount =
1008
- transactionDetailLocalData.lineItemById[lineId].recommendedAccount;
1009
- }
1010
- // Update class
1011
- record.class = accountLine.class;
1012
- record.isRecommendedClassSelected = false;
1013
- record.recommendedClass = recommendedClass;
1014
- record.isClassUpdateSelected = false;
1015
- if (recommendedClass?.qboId !== accountLine.class?.qboId &&
1016
- Boolean(recommendedClass?.qboId)) {
1017
- if (accountLine.isClassMiscategorized &&
1018
- Boolean(accountLine.class?.qboId) &&
1019
- Boolean(isVendorOrCustomerPresent)) {
1020
- record.retainedClass = accountLine.class;
1021
- record.isRetainedClassSelected = false;
1022
- }
1023
- }
1024
- else if (recommendedClass?.qboId === accountLine.account.qboId &&
1025
- Boolean(recommendedClass?.qboId)) {
1026
- record.class = accountLine.class;
1027
- record.isRecommendedClassSelected = false;
1028
- record.recommendedClass = recommendedClass;
1029
- record.isClassUpdateSelected = false;
1030
- if (accountLine.isClassMiscategorized &&
1031
- Boolean(accountLine.class?.qboId) &&
1032
- Boolean(isVendorOrCustomerPresent)) {
1033
- record.retainedClass = recommendedClass;
1034
- record.isRetainedClassSelected = false;
1035
- }
1036
- }
1037
- if (transactionDetailLocalData.vendorDetails?.id !=
1038
- transactionDetailLocalData.vendorUpdates?.id) {
1039
- record.recommendedClass =
1040
- transactionDetailLocalData.lineItemById[lineId].recommendedClass;
1041
- }
1042
- if (line.type === 'transaction_with_product_or_service_line') {
1043
- const lineRecord = {
1044
- ...transactionDetailLocalData.lineItemById[lineId],
1045
- vendor: record.vendor,
1046
- };
1047
- record.item = lineRecord.item;
1048
- record.lineDetailType = lineRecord.lineDetailType;
1049
- }
1050
- if (line.type === 'journal_entry_transaction_line') {
1051
- const lineRecord = line;
1052
- record.lineTransactionType = lineRecord.lineTransactionType;
1053
- record.postingType = lineRecord.postingType;
1054
- record.postingTypeName = lineRecord.postingTypeName;
1055
- record.lineEntity = (0, exports.toLineEntity)(lineRecord);
1056
- }
1057
- }
1058
- newLineItems[lineId] = record;
1059
- }
1060
- });
1061
- }
1062
- preserveLocalLines(newLineItems, transactionDetailLocalData.lineItemById, persistedLineIds);
1063
- const newLocalData = {
1064
- ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
1065
- memo: transactionDetailLocalData.memo,
1066
- documentId: transactionDetailLocalData.documentId,
1067
- project: transactionDetailLocalData.project,
1068
- lineItemById: newLineItems,
1069
- isVendorUpdateAllChecked: false,
1070
- latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
1071
- latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
1072
- vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,
1073
- };
1074
- return newLocalData;
1075
- };
1076
- exports.toUpdateLineItemsToOriginalVendor = toUpdateLineItemsToOriginalVendor;
1077
- /**
1078
- * Since entity could have qbo id or id based on where it was initialized,
1079
- * this function is needed to check with either lineEntity or vendor or customer
1080
- * @param entity
1081
- * @param record
1082
- * @returns
1083
- */
1084
- const isEntityMatching = (entity, record) => {
1085
- if (entity == null) {
1086
- return false;
1087
- }
1088
- const entityId = entity.qboId ?? entity.id;
1089
- if (record?.lineEntity != null) {
1090
- const id = record?.lineEntity?.qboId ?? record?.lineEntity?.id;
1091
- if (id === entityId) {
1092
- if (record.vendor != null) {
1093
- return entity.type === 'vendor';
1094
- }
1095
- if (record.customer != null) {
1096
- return entity.type === 'customer';
1097
- }
1098
- }
1099
- return false;
1100
- }
1101
- if (record.vendor != null) {
1102
- return record.vendor.id === entityId && entity.type === 'vendor';
1103
- }
1104
- if (record.customer != null) {
1105
- return record.customer.id === entityId && entity.type === 'customer';
1106
- }
1107
- return false;
1108
- };
1109
- exports.isEntityMatching = isEntityMatching;
1110
- const isAccountUncategorized = (uncategorizedIncomeExpense, accountQboId, validateAccountTypes) => {
1111
- if (Boolean(accountQboId) === false) {
1112
- return false;
1113
- }
1114
- const accountTypesToValidate = validateAccountTypes != null && validateAccountTypes?.length > 0
1115
- ? validateAccountTypes
1116
- : ['income', 'expense'];
1117
- return accountTypesToValidate.some((accountType) => accountQboId ===
1118
- uncategorizedIncomeExpense[accountType]
1119
- ?.qboId);
1120
- };
1121
- exports.isAccountUncategorized = isAccountUncategorized;
1122
- /*
1123
- Note: COT version of mergeTransactionAndEntityRecommendationsWithCOT.
1124
- This function merges transaction recommendations with COT and entity recommendations with COT.
1125
- On transaction detail page, we get vendors, accounting_classes and accounts inside recommendations. This is stored inside local data.
1126
- When we select a vendor from vendor dropdown, recommendations api is called and in response, only accounting_classes and accounts we get.
1127
- So in this case, we need to merge the transaction recommendation with this new recommendation in order to keep `vendors` part as it is.
1128
-
1129
- We are keeping `vendors` of transaction and updated accounting_classes and accounts from recommendations api call.
1130
- */
1131
- const mergeTransactionAndEntityRecommendationsWithCOT = (transactionRecommendations, entityRecommendations) => {
1132
- if (entityRecommendations == null) {
1133
- return transactionRecommendations;
1134
- }
1135
- else if (transactionRecommendations == null) {
1136
- return entityRecommendations;
1137
- }
1138
- else if (entityRecommendations.length > transactionRecommendations.length) {
1139
- return entityRecommendations.map((recommendation, index) => {
1140
- return {
1141
- account: recommendation.account,
1142
- class: recommendation.class,
1143
- vendor: transactionRecommendations[index]?.vendor,
1144
- };
1145
- });
1146
- }
1147
- else {
1148
- return transactionRecommendations.map((recommendation, index) => {
1149
- return {
1150
- account: entityRecommendations[index]?.account,
1151
- class: entityRecommendations[index]?.class,
1152
- vendor: recommendation.vendor,
1153
- };
1154
- });
1155
- }
1156
- };
1157
- exports.mergeTransactionAndEntityRecommendationsWithCOT = mergeTransactionAndEntityRecommendationsWithCOT;