@zeniai/client-epic-state 4.15.16 → 4.15.17

package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.js

@@ -0,0 +1,110 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateReconcileTabLocalDataEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const transactionSelector_1 = require("../../../../entity/transaction/transactionSelector");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
+const updateReconcileTabLocalDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.updateReconcileTabLocalData.match), (0, operators_1.mergeMap)((action) => {
+    var _a, _b;
+    const state = state$.value;
+    const { transactionState, expenseAutomationReconciliationViewState, expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
+    const { selectedAccountId } = expenseAutomationReconciliationViewState;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const actions = [];
+    const { selectedTransactionIds } = action.payload;
+    if (selectedAccountId != null) {
+        const transactions = [];
+        const reconEntity = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, selectedAccountId, selectedPeriod);
+        if (reconEntity == null) {
+            return (0, rxjs_1.from)(actions);
+        }
+        const initialClearedBalance = (_a = reconEntity.initialClearedBalance) !== null && _a !== void 0 ? _a : {
+            amount: 0,
+            currencyCode: reconEntity.currency.currencyCode,
+            currencySymbol: reconEntity.currency.currencySymbol,
+        };
+        const bankBalance = (_b = reconEntity.balance) !== null && _b !== void 0 ? _b : {
+            amount: 0,
+            currencyCode: reconEntity.currency.currencyCode,
+            currencySymbol: reconEntity.currency.currencySymbol,
+        };
+        selectedTransactionIds.forEach((transactionId) => {
+            const transaction = (0, transactionSelector_1.getMatchedTransactionById)(transactionState, transactionId);
+            if (transaction != null) {
+                transactions.push(transaction);
+            }
+        });
+        const updatedClearedBalance = calculateUpdatedClearedBalance(transactions, initialClearedBalance);
+        const { variance, variancePercentage } = calculateVariance(updatedClearedBalance, bankBalance);
+        const currency = {
+            currencyCode: bankBalance.currencyCode,
+            currencySymbol: bankBalance.currencySymbol,
+        };
+        const depositsLocalData = calculateSplitAmounts(transactions, 'credit', currency);
+        const paymentLocalData = calculateSplitAmounts(transactions, 'debit', currency);
+        actions.push((0, reconciliationViewReducer_1.updateBalancesLocalData)({
+            clearedBalance: updatedClearedBalance,
+            variance: variance,
+            variancePercentage: variancePercentage,
+            deposits: depositsLocalData,
+            payments: paymentLocalData,
+        }));
+    }
+    return (0, rxjs_1.from)(actions);
+}));
+exports.updateReconcileTabLocalDataEpic = updateReconcileTabLocalDataEpic;
+function calculateUpdatedClearedBalance(transactions, initialClearedBalance) {
+    // Reduce the transactions to calculate the updated cleared balance
+    const updatedClearedBalance = transactions.reduce((updatedBalance, transaction) => {
+        if (transaction.transactionDirection === 'debit') {
+            return updatedBalance - transaction.amount.amount; // Deduct for debit
+        }
+        else if (transaction.transactionDirection === 'credit') {
+            return updatedBalance + transaction.amount.amount; // Add for credit
+        }
+        return updatedBalance; // Return unchanged balance for other cases
+    }, initialClearedBalance.amount);
+    return {
+        amount: updatedClearedBalance,
+        currencyCode: initialClearedBalance.currencyCode,
+        currencySymbol: initialClearedBalance.currencySymbol,
+    };
+}
+function calculateSplitAmounts(transactions, transactionDirection, currency) {
+    if (transactions.length === 0) {
+        return {
+            count: 0,
+            totalAmount: Object.assign({ amount: 0 }, currency),
+        };
+    }
+    let count = 0;
+    let totalAmount = 0;
+    transactions.forEach((transaction) => {
+        if (transaction.transactionDirection === transactionDirection) {
+            count = count + 1;
+            totalAmount = totalAmount + transaction.amount.amount;
+        }
+    });
+    return {
+        count,
+        totalAmount: Object.assign({ amount: totalAmount }, currency),
+    };
+}
+function calculateVariance(updatedClearedBalance, bankBalance) {
+    const variance = Math.abs(bankBalance.amount - updatedClearedBalance.amount);
+    const variancePercent = bankBalance.amount != 0
+        ? parseFloat(((variance / bankBalance.amount) * 100).toFixed(2))
+        : 0;
+    return {
+        variance: {
+            amount: variance,
+            currencyCode: bankBalance.currencyCode,
+            currencySymbol: bankBalance.currencySymbol,
+        },
+        variancePercentage: variancePercent,
+    };
+}

package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts

@@ -6,6 +6,7 @@ import { fetchAllExpenseAutomationTabs } from '../../expenseAutomationViewReduce
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
+import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
+export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const fetchAllExpenseAutomationTabsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js

@@ -9,6 +9,7 @@ const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReduc
 const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride, refreshViewInBackground } = action.payload;
@@ -36,6 +37,7 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
             }, cacheOverride, refreshViewInBackground),
             (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null),
             (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride),
+            (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground),
         ]);
     }
     else {
@@ -68,6 +70,13 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
                     null)) {
             fetchActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
         }
+        if (state.expenseAutomationReconciliationViewState.fetchState !==
+            'In-Progress' &&
+            state.expenseAutomationReconciliationViewState
+                .accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId] ==
+                null) {
+            fetchActions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
+        }
         if (state.expenseAutomationTransactionsViewState
             .transactionCategorizationView[selectedTransactionCategorizationTab]
             .fetchState !== 'In-Progress' &&

package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts

@@ -7,6 +7,7 @@ import { refreshExpenseAutomationCurrentTab } from '../../expenseAutomationViewR
 import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
 import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
+import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
 import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
+export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const refreshExpenseAutomationCurrentTabEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -10,6 +10,7 @@ const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReduc
 const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.refreshExpenseAutomationCurrentTab.match), (0, operators_1.switchMap)(() => {
     const state = state$.value;
@@ -18,6 +19,7 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
     const { selectedTransactionCategorizationTab } = state.expenseAutomationTransactionsViewState;
     const { selectedPeriodByTenantId, currentSelectedView } = state.expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const { selectedAccountId } = state.expenseAutomationReconciliationViewState;
     const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
     const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
     const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
@@ -48,6 +50,18 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId),
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportTemplates)(companyId, currentTenant.tenantId),
             ]);
+        case 'reconciliation': {
+            if (selectedAccountId != null) {
+                return (0, rxjs_1.from)([
+                    (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, selectedAccountId, true, true),
+                ]);
+            }
+            else {
+                return (0, rxjs_1.from)([
+                    (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, true, true),
+                ]);
+            }
+        }
         case 'transaction_categorization':
         default:
             return (0, rxjs_1.from)([

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts

@@ -8,8 +8,8 @@ export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").A
 }, "expenseAutomationView/fetchAllExpenseAutomationTabs", never, never>, updateCurrentSelectedPeriod: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, newSelectedPeriod: MonthYearPeriod], {
     newSelectedPeriod: MonthYearPeriod;
     tenantId: string;
-}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights"], {
-    newSelectedView: "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights";
+}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights"], {
+    newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 }, "expenseAutomationView/updateCurrentSelectedView", never, never>, clearExpenseAutomationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/clearExpenseAutomationView">, initializeSelectedPeriodForTenants: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;
 }, "expenseAutomationView/initializeSelectedPeriodForTenants">, refreshExpenseAutomationCurrentTab: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/refreshExpenseAutomationCurrentTab">;

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -11,6 +11,7 @@ const expenseAutomationViewSelectorTypes_1 = require("./selectorTypes/expenseAut
 const fluxAnalysisViewSelector_1 = require("./selectors/fluxAnalysisViewSelector");
 const jeSchedulesViewSelector_1 = require("./selectors/jeSchedulesViewSelector");
 const missingReceiptsSelector_1 = require("./selectors/missingReceiptsSelector");
+const reconciliationViewSelector_1 = require("./selectors/reconciliationViewSelector");
 const transactionCategorizationSelector_1 = require("./selectors/transactionCategorizationSelector");
 const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps, stepIndex, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) => {
     if (stepIndex === 0) {
@@ -24,7 +25,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
 };
 function getExpenseAutomationView(state) {
     var _a, _b, _c;
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -42,9 +43,15 @@ function getExpenseAutomationView(state) {
     const missingReceipts = (0, missingReceiptsSelector_1.getExpenseAutomationMissingReceiptsView)(state);
     const fluxAnalysis = (0, fluxAnalysisViewSelector_1.getExpenseAutomationFluxAnalysisView)(state);
     const monthEndInsights = (0, companyMonthEndReportViewSelector_1.getCompanyMonthEndReportSelectorView)(state, currentTenant.companyId, loggedInUser);
+    const reconciliation = (0, reconciliationViewSelector_1.getExpenseAutomationReconciliationView)(state);
     const expenseAutomationTransactionsView = (0, transactionCategorizationSelector_1.getExpenseAutomationTransactionView)(state);
     const jeSchedules = (0, jeSchedulesViewSelector_1.getExpenseAutomationJESchedulesView)(state);
     switch (currentSelectedView) {
+        case 'reconciliation':
+            currentSelectedViewFetchState = reconciliation.fetchStatus;
+            currentSelectedViewBackgroundRefreshFetchState =
+                reconciliation.refreshStatus;
+            break;
         case 'flux_analysis':
             currentSelectedViewFetchState = fluxAnalysis.fetchStatus;
             currentSelectedViewBackgroundRefreshFetchState =
@@ -90,6 +97,7 @@ function getExpenseAutomationView(state) {
         expenseAutomationJESchedulesViewState,
         monthEndCloseChecksView,
         expenseAutomationTransactionsView,
+        expenseAutomationReconciliationViewState,
     ];
     let allSteps = [];
     let auditSummary = undefined;
@@ -122,6 +130,9 @@ function getExpenseAutomationView(state) {
                             ? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
                             : true });
                     return;
+                case 'reconciliation':
+                    allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: reconciliation.completionStatus });
+                    return;
                 case 'flux_analysis':
                 default:
                     allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: fluxAnalysis.completionStatus });
@@ -131,7 +142,10 @@ function getExpenseAutomationView(state) {
         allSteps.forEach((stepDetail, index, allStepsOriginal) => {
             allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isNextDisabled: index === allStepsOriginal.length - 1
                     ? allStepsOriginal[0].isDisabled
-                    : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
+                    : stepDetail.step === 'reconciliation' &&
+                        reconciliation.selectedTab === 'review'
+                        ? false
+                        : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
         });
     }
     const reducedFetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)(fetchStateVariables); // Add more states
@@ -146,6 +160,7 @@ function getExpenseAutomationView(state) {
         jeSchedules,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
+        reconciliation,
         currentSelectedViewFetchState,
         currentSelectedViewBackgroundRefreshFetchState,
         fluxAnalysis,

package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
-export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "account_recon", "missing_receipts", "flux_analysis", "month_end_insights"];
-export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights";
+export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "reconciliation", "missing_receipts", "flux_analysis", "month_end_insights"];
+export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 export type ExpenseAutomationViewType = ReturnType<typeof toExpenseAutomationViewType>;
 export interface ExpenseAutomationViewState extends FetchedState {
     saveStatus: FetchStateAndError;

package/lib/view/expenseAutomationView/expenseAutomationViewState.js

@@ -5,7 +5,7 @@ const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
     'transaction_categorization',
     'je_schedules',
-    'account_recon', // Not part of scope in v1
+    'reconciliation',
     'missing_receipts',
     'flux_analysis',
     'month_end_insights',

package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts

@@ -0,0 +1,7 @@
+import { CurrencyPayload } from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
+import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+export declare const getAllReviewTransactionsFromReconcilePayload: (reconcilePayload: ReconciliationDataPayload[]) => {
+    allReconciledTransactions: MatchedTransactionPayload[];
+    currencyPayload: CurrencyPayload;
+}[];

package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js

@@ -0,0 +1,18 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getAllReviewTransactionsFromReconcilePayload = void 0;
+const getAllReviewTransactionsFromReconcilePayload = (reconcilePayload) => {
+    const transactionsPerRecon = reconcilePayload.map((reconcile) => {
+        const allReconciledTransactions = [];
+        const currencyPayload = reconcile.currency;
+        reconcile.transactions.reconcile.forEach((reconciledTransaction) => {
+            allReconciledTransactions.push(reconciledTransaction);
+        });
+        return {
+            allReconciledTransactions,
+            currencyPayload,
+        };
+    });
+    return transactionsPerRecon;
+};
+exports.getAllReviewTransactionsFromReconcilePayload = getAllReviewTransactionsFromReconcilePayload;

package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts

@@ -0,0 +1,25 @@
+import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { AccountPayload } from '../../../entity/account/accountPayload';
+import { ReconciliationDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
+import { AccountReconciliationEntity } from '../../../entity/accountRecon/accountReconSelector';
+import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+import { UserPayload } from '../../../entity/user/userPayload';
+import { RootState } from '../../../reducer';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+export interface ReconciliationPayload {
+    accounts: AccountPayload[];
+    reconciliation: ReconciliationDataPayload[];
+    users: UserPayload[];
+}
+export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
+export interface SaveReconciliationReviewPayload {
+    reconciliation: MatchedTransactionPayload;
+}
+export type SaveReconciliationReviewResponse = ZeniAPIResponse<SaveReconciliationReviewPayload>;
+export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(state: RootState, selectedPeriod: MonthYearPeriod, localData: BalancesLocalData, accountReconciliationEntity: AccountReconciliationEntity, action: SaveReconcileDetailActionPayload, method: 'PUT' | 'POST'): {
+    transactions: {
+        reconcile: MatchedTransactionPayload[];
+        review: TransactionsToReviewPayload[];
+    };
+};

package/lib/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -0,0 +1,51 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
+const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
+function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
+    var _a;
+    const { balance, initialClearedBalance } = accountReconciliationEntity;
+    const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
+    const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod, true);
+    let payload = {};
+    payload = Object.assign({ action: action.reconcileAction === 'save_reconcile_for_later'
+            ? 'save_for_later'
+            : action.reconcileAction, account_type: 'bank', bank_balance: (_a = balance === null || balance === void 0 ? void 0 : balance.amount) !== null && _a !== void 0 ? _a : 0, cleared_balance: localData.clearedBalance.amount, variance: localData.variance.amount, currency_code: balance === null || balance === void 0 ? void 0 : balance.currencyCode }, (initialClearedBalance != null && initialClearedBalance.amount != null
+        ? {
+            initial_cleared_balance: initialClearedBalance.amount,
+        }
+        : {}));
+    if (method === 'POST') {
+        payload = Object.assign(Object.assign({}, payload), { account_id: selectedAccountId, start_date: period.start, end_date: period.end });
+    }
+    if (action.reconcileAction === 'exclude') {
+        payload = Object.assign(Object.assign({}, payload), { exclude_transaction_ids: [action.excludeTransactionId] });
+    }
+    const reconciledTransactionsPayload = createReconcileTransactionPayload(selectedTransactionIds, accountReconciliationEntity);
+    const reviewTransactionsPayload = createReviewTransactionPayload(accountReconciliationEntity);
+    return Object.assign(Object.assign({}, payload), { transactions: {
+            reconcile: reconciledTransactionsPayload,
+            review: reviewTransactionsPayload,
+        } });
+}
+function createReconcileTransactionPayload(selectedIds, accountReconciliationEntity) {
+    const matchedTransactionsPayload = [];
+    const matchedReconcileTransactions = accountReconciliationEntity.transactionsToReconcile.map((transaction) => {
+        return Object.assign(Object.assign({}, transaction), { isTransactionChecked: selectedIds.includes(transaction.id) });
+    });
+    matchedReconcileTransactions.forEach((transaction) => {
+        const matchTransactionPayload = (0, reconciliationTransactionPayloads_1.toMatchedTransactionPayload)(transaction);
+        matchedTransactionsPayload.push(matchTransactionPayload);
+    });
+    return matchedTransactionsPayload;
+}
+function createReviewTransactionPayload(accountReconciliationEntity) {
+    const reviewTransactionsPayload = [];
+    accountReconciliationEntity.transactionsToReview.forEach((transaction) => {
+        const matchTransactionPayload = (0, accountReconPayload_1.toTransactionsToReviewPayload)(transaction);
+        reviewTransactionsPayload.push(matchTransactionPayload);
+    });
+    return reviewTransactionsPayload;
+}

package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts

@@ -0,0 +1,66 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { FetchState, ID } from '../../../commonStateTypes/common';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationPayload } from '../payload/reconciliationPayload';
+import { ActionFetchStates, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+export declare const initialReconciliationTabsState: ReconciliationTabsState;
+export declare const initialActionFetchState: ActionFetchStates;
+export declare const initialState: ReconciliationViewState;
+export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, accountId?: string | undefined, cacheOverride?: any, refreshViewInBackground?: any], {
+    selectedPeriod: MonthYearPeriod;
+    accountId: string | undefined;
+    cacheOverride: any;
+    refreshViewInBackground: any;
+}, "expenseAutomationReconciliationView/fetchReconciliation", never, never>, fetchReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    error: ZeniAPIStatus;
+    refreshViewInBackground: boolean;
+    accountId?: ID;
+    reconciliationId?: ID;
+}, "expenseAutomationReconciliationView/fetchReconciliationFailure">, fetchReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, reconciliation: ReconciliationPayload, refreshViewInBackground?: any, accountId?: string | undefined, reconciliationId?: string | undefined], {
+    selectedPeriod: MonthYearPeriod;
+    accountId: string | undefined;
+    refreshViewInBackground: any;
+    reconciliation: ReconciliationPayload;
+    reconciliationId: string | undefined;
+}, "expenseAutomationReconciliationView/fetchReconciliationSuccess", never, never>, saveReconciliationDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconcileDetailActionPayload, "expenseAutomationReconciliationView/saveReconciliationDetail">, saveReconciliationDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconciliationDetailFailurePayload, "expenseAutomationReconciliationView/saveReconciliationDetailFailure">, updateSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedAccountId?: ID;
+}, "expenseAutomationReconciliationView/updateSelectedAccountId">, setConnectionInProgressForAccount: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    connectionInProgress: boolean;
+}, "expenseAutomationReconciliationView/setConnectionInProgressForAccount">, updateReconcileTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedTransactionIds: ID[];
+}, "expenseAutomationReconciliationView/updateReconcileTabLocalData">, updateReconcileTabListSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    sortKey: ReconReconcileSortKey;
+    sortOrder: SortOrder;
+}, "expenseAutomationReconciliationView/updateReconcileTabListSortState">, updateReconcileTabListScrollState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    scrollYOffset: number;
+}, "expenseAutomationReconciliationView/updateReconcileTabListScrollState">, saveReconciliationDetailSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconcileDetailActionPayload, "expenseAutomationReconciliationView/saveReconciliationDetailSuccess">, updateSelectedTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedTab: ReconciliationViewTabType;
+}, "expenseAutomationReconciliationView/updateSelectedTab">, updateBalancesLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    clearedBalance: Amount;
+    variance: Amount;
+    variancePercentage: number;
+    payments: TransactionSummary;
+    deposits: TransactionSummary;
+}, "expenseAutomationReconciliationView/updateBalancesLocalData">, initialiseLocalDataForSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/initialiseLocalDataForSelectedAccountId">, clearExpenseAutomationReconciliationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/clearExpenseAutomationReconciliationView">, updateSelectedDrawerAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedDrawerAccountId?: ID;
+}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    sortKey: ReconReviewSortKey;
+    sortOrder: SortOrder;
+}, "expenseAutomationReconciliationView/updateReviewTabSortState">, initializeReconciliationReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[localData: Record<string, ReconciliationReviewTabLocalData>], {
+    localData: Record<string, ReconciliationReviewTabLocalData>;
+}, "expenseAutomationReconciliationView/initializeReconciliationReviewTabLocalData", never, never>, updateReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    data: ReconciliationReviewTabLocalData;
+    transactionId: ID;
+}, "expenseAutomationReconciliationView/updateReviewTabLocalData">, saveReconciliationReview: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
+    transactionId: string;
+}, "expenseAutomationReconciliationView/saveReconciliationReview", never, never>, updateSaveReconciliationReviewFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: ID;
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/updateSaveReconciliationReviewFetchStatus">;
+declare const _default: import("redux").Reducer<ReconciliationViewState>;
+export default _default;