@zeniai/client-epic-state 4.15.16 → 4.15.17

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Files changed (101) hide show
  1. package/lib/commonStateTypes/timePeriod.d.ts +1 -1
  2. package/lib/commonStateTypes/timePeriod.js +2 -2
  3. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  4. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +1 -0
  5. package/lib/configureStore.js +2 -1
  6. package/lib/entity/account/accountState.d.ts +1 -1
  7. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  8. package/lib/entity/accountRecon/accountReconPayload.d.ts +70 -0
  9. package/lib/entity/accountRecon/accountReconPayload.js +125 -0
  10. package/lib/entity/accountRecon/accountReconReducer.d.ts +16 -0
  11. package/lib/entity/accountRecon/accountReconReducer.js +71 -0
  12. package/lib/entity/accountRecon/accountReconSelector.d.ts +28 -0
  13. package/lib/entity/accountRecon/accountReconSelector.js +44 -0
  14. package/lib/entity/accountRecon/accountReconState.d.ts +70 -0
  15. package/lib/entity/accountRecon/accountReconState.js +28 -0
  16. package/lib/entity/class/classReducer.d.ts +4 -4
  17. package/lib/entity/class/classState.d.ts +1 -1
  18. package/lib/entity/forecast/forecastState.d.ts +1 -1
  19. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  20. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  21. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  22. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  23. package/lib/entity/snackbar/snackbarTypes.js +4 -0
  24. package/lib/entity/task/taskState.d.ts +1 -1
  25. package/lib/entity/tenant/clearAllEpic.d.ts +4 -2
  26. package/lib/entity/tenant/clearAllEpic.js +4 -0
  27. package/lib/entity/tenant/tenantReducer.d.ts +1 -1
  28. package/lib/entity/tenant/tenantReducer.js +7 -2
  29. package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.d.ts +35 -0
  30. package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.js +53 -0
  31. package/lib/entity/transaction/stateTypes/reconciliationTransaction.d.ts +32 -0
  32. package/lib/entity/transaction/stateTypes/reconciliationTransaction.js +10 -0
  33. package/lib/entity/transaction/stateTypes/transaction.d.ts +1 -1
  34. package/lib/entity/transaction/stateTypes/transactionType.d.ts +1 -1
  35. package/lib/entity/transaction/stateTypes/transactionType.js +1 -0
  36. package/lib/entity/transaction/transactionReducer.d.ts +17 -0
  37. package/lib/entity/transaction/transactionReducer.js +47 -2
  38. package/lib/entity/transaction/transactionSelector.d.ts +2 -0
  39. package/lib/entity/transaction/transactionSelector.js +5 -0
  40. package/lib/entity/transaction/transactionState.d.ts +2 -0
  41. package/lib/entity/vendorExpense/vendorExpenseSelector.d.ts +2 -2
  42. package/lib/epic.d.ts +6 -1
  43. package/lib/epic.js +6 -1
  44. package/lib/index.d.ts +14 -6
  45. package/lib/index.js +52 -27
  46. package/lib/init.js +1 -1
  47. package/lib/reducer.d.ts +7 -1
  48. package/lib/reducer.js +6 -0
  49. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  50. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  51. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  52. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  53. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  54. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  55. package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts +2 -2
  56. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  57. package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.d.ts +15 -0
  58. package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +118 -0
  59. package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.d.ts +10 -0
  60. package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +49 -0
  61. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.d.ts +14 -0
  62. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.js +169 -0
  63. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.d.ts +9 -0
  64. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +154 -0
  65. package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.d.ts +6 -0
  66. package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.js +110 -0
  67. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts +2 -1
  68. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +9 -0
  69. package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts +2 -1
  70. package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +14 -0
  71. package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -2
  72. package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +17 -2
  73. package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts +2 -2
  74. package/lib/view/expenseAutomationView/expenseAutomationViewState.js +1 -1
  75. package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts +7 -0
  76. package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js +18 -0
  77. package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +25 -0
  78. package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +51 -0
  79. package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +66 -0
  80. package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +375 -0
  81. package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts +2 -0
  82. package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js +1 -1
  83. package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +50 -0
  84. package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +7 -0
  85. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +5 -0
  86. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +249 -0
  87. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +102 -0
  88. package/lib/view/expenseAutomationView/types/reconciliationViewState.js +38 -0
  89. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  90. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  91. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  92. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  93. package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js +11 -3
  94. package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts +2 -1
  95. package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js +3 -1
  96. package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts +1 -1
  97. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  98. package/lib/view/topEx/topExSelector.d.ts +1 -1
  99. package/lib/view/vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewState.d.ts +1 -1
  100. package/lib/zeniAPI.d.ts +1 -0
  101. package/package.json +2 -1
@@ -0,0 +1,249 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
4
+ const toolkit_1 = require("@reduxjs/toolkit");
5
+ const lodash_1 = require("lodash");
6
+ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
7
+ const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
8
+ const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
9
+ const accountListSelector_1 = require("../../accountList/accountListSelector");
10
+ const classListSelector_1 = require("../../classList/classListSelector");
11
+ const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
12
+ const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
13
+ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState) => {
14
+ var _a;
15
+ const { selectedPeriodByTenantId } = expenseAutomationViewState;
16
+ const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
17
+ const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
18
+ const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
19
+ const accountReconForMonthYearPeriod = selectedPeriod != null
20
+ ? reconciliationViewState.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
21
+ : undefined;
22
+ if (accountReconForMonthYearPeriod == null) {
23
+ return {
24
+ accountListNestedAccountHierarchy: [],
25
+ classListNestedAccountHierarchy: [],
26
+ allAccountList: [],
27
+ allClassList: [],
28
+ fetchStatus: {
29
+ fetchState: reconciliationViewState.fetchState,
30
+ error: reconciliationViewState.error,
31
+ },
32
+ plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
33
+ .plaidConnectionDetails,
34
+ completionStatus: 'incomplete',
35
+ refreshStatus: reconciliationViewState.refreshStatus,
36
+ selectedTab: reconciliationViewState.selectedTab,
37
+ monthYearPeriod: selectedPeriod,
38
+ selectedAccountId: reconciliationViewState.selectedAccountId,
39
+ accountReconciliationsByAccountID: {},
40
+ reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
41
+ actionFetchStates: reconciliationViewReducer_1.initialActionFetchState,
42
+ accountReconciliationBySectionID: {
43
+ assets: {
44
+ sectionId: 'assets',
45
+ accountIDs: [],
46
+ totalBankBalance: undefined,
47
+ totalClearedBalance: undefined,
48
+ totalReconciledBalance: undefined,
49
+ totalVariance: undefined,
50
+ totalVariancePercentage: undefined,
51
+ },
52
+ liabilities: {
53
+ sectionId: 'liabilities',
54
+ accountIDs: [],
55
+ totalBankBalance: undefined,
56
+ totalClearedBalance: undefined,
57
+ totalReconciledBalance: undefined,
58
+ totalVariance: undefined,
59
+ totalVariancePercentage: undefined,
60
+ },
61
+ },
62
+ };
63
+ }
64
+ const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
65
+ const reconList = {};
66
+ const assetAccountIDs = [];
67
+ const liabilityAccountIDs = [];
68
+ const assetTotals = {};
69
+ const liabilityTotals = {};
70
+ allAccountIDs.forEach((accountID) => {
71
+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
72
+ const accountRecon = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, accountID, selectedPeriod);
73
+ if (accountRecon == null) {
74
+ console.error(`Account reconciliation not found for account ${accountID} in period ${selectedPeriod.toString()}`);
75
+ return;
76
+ }
77
+ const accountConnectionStatus = reconciliationViewState.accountConnectionStatusByAccountID[accountID];
78
+ if (accountConnectionStatus == null) {
79
+ console.error(`Account connection status not found for account ${accountID} in period ${selectedPeriod.toString()}`);
80
+ return;
81
+ }
82
+ const account = accountRecon.account;
83
+ const sortedReconcileTransactions = sortReconcileTransactions(accountRecon.transactionsToReconcile, reconcileTabUiState);
84
+ accountRecon.transactionsToReconcile = sortedReconcileTransactions;
85
+ const sortedReviewTabTransactions = sortReviewTabTransactions(accountRecon.transactionsToReview, reviewTabUiState);
86
+ accountRecon.transactionsToReview = sortedReviewTabTransactions;
87
+ if (accountConnectionStatus.status === 'connected') {
88
+ if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
89
+ if (accountRecon.balance != null &&
90
+ accountRecon.clearedBalance != null &&
91
+ accountRecon.variance != null) {
92
+ assetTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_b = (_a = assetTotals.balanceTotal) === null || _a === void 0 ? void 0 : _a.amount) !== null && _b !== void 0 ? _b : 0) +
93
+ accountRecon.balance.amount });
94
+ assetTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_d = (_c = assetTotals.clearedTotal) === null || _c === void 0 ? void 0 : _c.amount) !== null && _d !== void 0 ? _d : 0) +
95
+ accountRecon.clearedBalance.amount });
96
+ assetTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_f = (_e = assetTotals.varianceTotal) === null || _e === void 0 ? void 0 : _e.amount) !== null && _f !== void 0 ? _f : 0) +
97
+ accountRecon.variance.amount });
98
+ assetTotals.variancePercentage =
99
+ assetTotals.varianceTotal.amount != null
100
+ ? (assetTotals.varianceTotal.amount /
101
+ assetTotals.clearedTotal.amount) *
102
+ 100
103
+ : undefined;
104
+ }
105
+ }
106
+ else if (account.accountType === 'credit_card') {
107
+ if (accountRecon.balance != null &&
108
+ accountRecon.clearedBalance != null &&
109
+ accountRecon.variance != null) {
110
+ liabilityTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_h = (_g = liabilityTotals.balanceTotal) === null || _g === void 0 ? void 0 : _g.amount) !== null && _h !== void 0 ? _h : 0) +
111
+ accountRecon.balance.amount });
112
+ liabilityTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_k = (_j = liabilityTotals.clearedTotal) === null || _j === void 0 ? void 0 : _j.amount) !== null && _k !== void 0 ? _k : 0) +
113
+ accountRecon.clearedBalance.amount });
114
+ liabilityTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_m = (_l = liabilityTotals.varianceTotal) === null || _l === void 0 ? void 0 : _l.amount) !== null && _m !== void 0 ? _m : 0) +
115
+ accountRecon.variance.amount });
116
+ liabilityTotals.variancePercentage =
117
+ liabilityTotals.varianceTotal.amount != null
118
+ ? (liabilityTotals.varianceTotal.amount /
119
+ liabilityTotals.clearedTotal.amount) *
120
+ 100
121
+ : undefined;
122
+ }
123
+ }
124
+ }
125
+ if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
126
+ assetAccountIDs.push(accountID);
127
+ }
128
+ else if (account.accountType === 'credit_card') {
129
+ liabilityAccountIDs.push(accountID);
130
+ }
131
+ reconList[accountID] = {
132
+ accountConnectionStatus: accountConnectionStatus.status,
133
+ connectionInProgress: accountConnectionStatus.connectionInProgress,
134
+ accountReconEntity: accountRecon,
135
+ refreshStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
136
+ .refreshStatus,
137
+ transactionFetchState: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
138
+ .transactionFetchState, // transaction fetch state
139
+ };
140
+ });
141
+ const accountReconciliationBySectionID = {
142
+ assets: {
143
+ sectionId: 'assets',
144
+ accountIDs: assetAccountIDs,
145
+ totalBankBalance: assetTotals.balanceTotal,
146
+ totalClearedBalance: assetTotals.clearedTotal,
147
+ totalReconciledBalance: assetTotals.varianceTotal,
148
+ totalVariance: assetTotals.varianceTotal,
149
+ totalVariancePercentage: assetTotals.variancePercentage,
150
+ },
151
+ liabilities: {
152
+ sectionId: 'liabilities',
153
+ accountIDs: liabilityAccountIDs,
154
+ totalBankBalance: liabilityTotals.balanceTotal,
155
+ totalClearedBalance: liabilityTotals.clearedTotal,
156
+ totalReconciledBalance: liabilityTotals.varianceTotal,
157
+ totalVariance: liabilityTotals.varianceTotal,
158
+ totalVariancePercentage: liabilityTotals.variancePercentage,
159
+ },
160
+ };
161
+ const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
162
+ const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
163
+ const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
164
+ const classList = (0, classListSelector_1.getClassList)(classState, classListState);
165
+ const allClasses = classList.classes.map((classData) => {
166
+ return (0, lodash_1.omit)(classData, ['accountIds', 'key']);
167
+ });
168
+ const allSteps = selectedPeriod != null
169
+ ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
170
+ : [];
171
+ const reconciliationCompletionStatus = (_a = allSteps.find((step) => step.step === 'reconciliation')) === null || _a === void 0 ? void 0 : _a.completionStatus;
172
+ const completionStatus = reconciliationCompletionStatus !== null && reconciliationCompletionStatus !== void 0 ? reconciliationCompletionStatus : 'incomplete';
173
+ return {
174
+ accountReconciliationsByAccountID: reconList,
175
+ fetchStatus: {
176
+ fetchState: reconciliationViewState.fetchState,
177
+ error: reconciliationViewState.error,
178
+ },
179
+ plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
180
+ .plaidConnectionDetails,
181
+ reconciliationTabsState: reconciliationViewState.reconTabsState,
182
+ completionStatus,
183
+ refreshStatus: reconciliationViewState.refreshStatus,
184
+ selectedTab: reconciliationViewState.selectedTab,
185
+ selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
186
+ monthYearPeriod: selectedPeriod,
187
+ accountReconciliationBySectionID,
188
+ selectedAccountId: reconciliationViewState.selectedAccountId,
189
+ selectedReconAccount: reconciliationViewState.selectedAccountId != null &&
190
+ reconList[reconciliationViewState.selectedAccountId] != null
191
+ ? reconList[reconciliationViewState.selectedAccountId]
192
+ : undefined, // Selects the reconciliation account based on the selectedAccountId
193
+ accountListNestedAccountHierarchy,
194
+ actionFetchStates: reconciliationViewState.actionFetchState,
195
+ classListNestedAccountHierarchy,
196
+ allAccountList: accountsList.accounts,
197
+ allClassList: allClasses,
198
+ };
199
+ });
200
+ const isAccountReconReport = (reportId) => {
201
+ return reportId.endsWith('reconciliation');
202
+ };
203
+ exports.isAccountReconReport = isAccountReconReport;
204
+ function sortReconcileTransactions(transactions, uiState) {
205
+ const { sortKey, sortOrder } = uiState;
206
+ return (0, lodash_1.orderBy)(transactions, (transaction) => {
207
+ var _a, _b, _c, _d, _e, _f;
208
+ switch (sortKey) {
209
+ case 'clearedDate':
210
+ return (_b = (_a = transaction.clearedDate) === null || _a === void 0 ? void 0 : _a.valueOf()) !== null && _b !== void 0 ? _b : null;
211
+ case 'type':
212
+ return transaction.type.toLowerCase();
213
+ case 'payee':
214
+ return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
215
+ case 'account':
216
+ return (_f = (_e = transaction.accountName) === null || _e === void 0 ? void 0 : _e.toLowerCase()) !== null && _f !== void 0 ? _f : null;
217
+ case 'transactionDirection':
218
+ return transaction.transactionDirection.toLowerCase();
219
+ case 'memo':
220
+ return transaction.memo.toLowerCase();
221
+ case 'amount':
222
+ return transaction.amount.amount;
223
+ case 'date':
224
+ default:
225
+ return transaction.date.valueOf();
226
+ }
227
+ }, sortOrder === 'ascending' ? 'asc' : 'desc');
228
+ }
229
+ function sortReviewTabTransactions(transactions, uiState) {
230
+ const { sortKey, sortOrder } = uiState;
231
+ return (0, lodash_1.orderBy)(transactions, (transaction) => {
232
+ var _a, _b, _c, _d;
233
+ switch (sortKey) {
234
+ case 'match':
235
+ return ((_b = (_a = transaction.recommendedAction) === null || _a === void 0 ? void 0 : _a.recommendedTransactions.length) !== null && _b !== void 0 ? _b : null);
236
+ case 'payee':
237
+ return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
238
+ case 'direction':
239
+ return transaction.transactionDirection.toLowerCase();
240
+ case 'memo':
241
+ return transaction.memo.toLowerCase();
242
+ case 'amount':
243
+ return transaction.amount.amount;
244
+ case 'date':
245
+ default:
246
+ return transaction.transactionDate.valueOf();
247
+ }
248
+ }, sortOrder === 'ascending' ? 'asc' : 'desc');
249
+ }
@@ -0,0 +1,102 @@
1
+ import { Amount } from '../../../commonStateTypes/amount';
2
+ import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
3
+ import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
4
+ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
5
+ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
6
+ import { VendorBase } from '../../../entity/vendor/vendorState';
7
+ import { ZeniAPIStatus } from '../../../responsePayload';
8
+ export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
9
+ export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
10
+ export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
11
+ export type SaveReconcileDetailActionPayload = {
12
+ reconcileAction: 'exclude';
13
+ excludeTransactionId: ID;
14
+ } | {
15
+ reconcileAction: 'reconcile' | 'save_reconcile_for_later';
16
+ };
17
+ export interface SaveReconciliationDetailFailurePayload {
18
+ fetchStateByAction: SaveReconcileDetailActionPayload;
19
+ error: ZeniAPIStatus;
20
+ }
21
+ export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
22
+ export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
23
+ declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "account" | "memo" | "transactionDirection" | "clearedDate" | "payee" | "recommended";
24
+ export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
25
+ export interface ReconciliationReconcileTabLocalData {
26
+ selectedTransactionIds: ID[];
27
+ }
28
+ export interface ReconciliationReconcileTabViewUiState {
29
+ scrollYOffset?: number;
30
+ sortKey: ReconReconcileSortKey;
31
+ sortOrder: SortOrder;
32
+ }
33
+ export interface TransactionSummary {
34
+ count: number;
35
+ totalAmount: Amount;
36
+ }
37
+ export interface BalancesLocalData {
38
+ variance: Amount;
39
+ clearedBalance: Amount;
40
+ variancePercentage: number;
41
+ payments: TransactionSummary;
42
+ deposits: TransactionSummary;
43
+ }
44
+ export interface ReconciliationTabsState {
45
+ reconcile: {
46
+ localData: ReconciliationReconcileTabLocalData;
47
+ uiState: ReconciliationReconcileTabViewUiState;
48
+ };
49
+ review: {
50
+ localData: Record<ID, ReconciliationReviewTabLocalData>;
51
+ uiState: ReconciliationReviewTabViewUiState;
52
+ };
53
+ balances: BalancesLocalData;
54
+ }
55
+ declare const toReconReviewSortKey: (v: string) => "match" | "direction" | "date" | "amount" | "memo" | "payee";
56
+ export type ReconReviewSortKey = ReturnType<typeof toReconReviewSortKey>;
57
+ export interface ReconciliationReviewTabViewUiState {
58
+ scrollPosition: {
59
+ scrollLeft?: number;
60
+ scrollTop: number;
61
+ } | undefined;
62
+ sortKey: ReconReviewSortKey;
63
+ sortOrder: SortOrder;
64
+ }
65
+ export interface ReconciliationReviewTabLocalData {
66
+ memo: string;
67
+ categoryId?: ID;
68
+ classId?: ID;
69
+ vendor?: VendorBase;
70
+ matchedTransactionId?: ID;
71
+ }
72
+ export interface ActionFetchStates {
73
+ excludeFetchById: Record<ID, FetchStateAndError>;
74
+ saveForLaterFetch: FetchStateAndError;
75
+ reconcileFetch: FetchStateAndError;
76
+ saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
77
+ }
78
+ export interface ReconciliationViewState extends FetchStateAndError {
79
+ accountReconciliationRecordsBySelectedPeriod: Record<MonthYearPeriodId, AccountReconciliationRecords>;
80
+ refreshStatus: FetchStateAndError;
81
+ accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;
82
+ selectedTab: ReconciliationViewTabType;
83
+ selectedAccountId?: ID;
84
+ selectedDrawerAccountId?: ID;
85
+ reconTabsState: ReconciliationTabsState;
86
+ actionFetchState: ActionFetchStates;
87
+ }
88
+ export interface BankConnectionStatus {
89
+ status: BankStatusCodeType;
90
+ connectionInProgress: boolean;
91
+ }
92
+ export interface AccountReconciliationRecords {
93
+ accountIDs: ID[];
94
+ reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
95
+ }
96
+ export interface AccountReconciliationDataWithTransactionFetchState {
97
+ accountId: ID;
98
+ reconciliationId?: ID;
99
+ transactionFetchState: FetchStateAndError;
100
+ refreshStatus: FetchStateAndError;
101
+ }
102
+ export {};
@@ -0,0 +1,38 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
4
+ const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
5
+ exports.RECONCILE_ACTIONS = [
6
+ 'reconcile',
7
+ 'save_reconcile_for_later',
8
+ 'exclude',
9
+ ];
10
+ const toReconcileActions = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.RECONCILE_ACTIONS);
11
+ exports.toReconcileActions = toReconcileActions;
12
+ const RECONCILIATION_VIEW_TABS = ['reconcile', 'review'];
13
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
14
+ const toReconciliationTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECONCILIATION_VIEW_TABS);
15
+ exports.toReconciliationTabsType = toReconciliationTabsType;
16
+ const RECON_RECONCILE_SORT_KEYS = [
17
+ 'date',
18
+ 'clearedDate',
19
+ 'type',
20
+ 'payee',
21
+ 'account',
22
+ 'transactionDirection',
23
+ 'memo',
24
+ 'amount',
25
+ 'recommended',
26
+ ];
27
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
28
+ const toReconReconcileSortKeysType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_RECONCILE_SORT_KEYS);
29
+ const RECON_REVIEW_SORT_KEYS = [
30
+ 'date',
31
+ 'payee',
32
+ 'memo',
33
+ 'amount',
34
+ 'direction',
35
+ 'match',
36
+ ];
37
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
38
+ const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);
@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
17
17
  thisPeriod: TimeframeTick;
18
18
  coaBalances: COABalance[];
19
19
  maxNumOfPeriodsToHighlight: number;
20
- }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
20
+ }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
21
21
  firstMonthOfFY: Month;
22
22
  isCompareModeOn: boolean;
23
23
  additionalBalances: COABalanceType[];
@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
3
3
  import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
4
4
  import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
5
5
  export declare const initialState: GlobalMerchantViewState;
6
- export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined], {
6
+ export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined], {
7
7
  merchantId: string | undefined;
8
- context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined;
8
+ context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined;
9
9
  }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
10
10
  merchantId: ID;
11
11
  }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getReimbursementCardReport: (state: RootState) => {
3
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
3
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  fetchState: import("../..").FetchState;
@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
7
7
  export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
8
8
  export declare const toScheduleSubTabType: (v: string) => "all" | "new" | "completed" | "ongoing";
9
9
  export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
10
- declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionType" | "transactionDate" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
10
+ declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionDate" | "transactionType" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
11
11
  export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
12
12
  export interface DownloadJEScheduleTabOptions {
13
13
  timezone: string;
@@ -14,14 +14,16 @@ const paymentAccountListReducer_1 = require("../../../zeniAccounts/paymentAccoun
14
14
  const plaidAccountViewReducer_1 = require("../../plaidAccountViewReducer");
15
15
  const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(plaidAccountViewReducer_1.establishPlaidConnection.match), (0, operators_1.mergeMap)((action) => {
16
16
  var _a, _b;
17
- const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, } = action.payload;
17
+ const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, zeniMappedAccountId, } = action.payload;
18
18
  const requestPayload = {
19
19
  public_token: publicToken,
20
20
  };
21
+ const queryPayload = {};
21
22
  const userId = (_b = (_a = state.value.tenantState.loggedInUser) === null || _a === void 0 ? void 0 : _a.userId) !== null && _b !== void 0 ? _b : '';
22
23
  //setupViewType not passed means this is a user account
23
24
  if (linkTokenType !== 'link_external_account') {
24
- if (setupViewType == null) {
25
+ if (setupViewType == null &&
26
+ plaidAccountKeyType !== 'expense_automation_reconcile') {
25
27
  requestPayload.is_user_account = true;
26
28
  }
27
29
  else if (plaidAccountKeyType === 'bill_pay_setup') {
@@ -39,9 +41,15 @@ const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe
39
41
  else if (plaidAccountKeyType === 'billing_setup') {
40
42
  requestPayload.is_primary_for_onboarding = true;
41
43
  }
44
+ else if (plaidAccountKeyType === 'expense_automation_reconcile') {
45
+ queryPayload.zeni_mapped_account_id = zeniMappedAccountId !== null && zeniMappedAccountId !== void 0 ? zeniMappedAccountId : '';
46
+ }
42
47
  }
48
+ const queryString = Object.entries(queryPayload).length > 0
49
+ ? `?query=${JSON.stringify(queryPayload)}`
50
+ : '';
43
51
  return zeniAPI
44
- .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token`, requestPayload)
52
+ .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token${queryString}`, requestPayload)
45
53
  .pipe((0, operators_1.mergeMap)((response) => {
46
54
  if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
47
55
  const paymentAccount = response.data.payment_accounts[0];
@@ -61,12 +61,13 @@ export declare const getPaymentAccounts: import("@reduxjs/toolkit").ActionCreato
61
61
  error: ZeniAPIStatus<Record<string, unknown>>;
62
62
  linkTokenType: PlaidLinkTokenType;
63
63
  plaidAccountKeyType: PlaidAccountKeyType;
64
- }, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined], {
64
+ }, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined, zeniMappedAccountId?: string | undefined], {
65
65
  publicToken: string;
66
66
  companyId: string;
67
67
  setupViewType: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined;
68
68
  linkTokenType: PlaidLinkTokenType;
69
69
  plaidAccountKeyType: PlaidAccountKeyType;
70
+ zeniMappedAccountId: string | undefined;
70
71
  }, "plaidAccountView/establishPlaidConnection", never, never>, establishPlaidConnectionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[linkTokenType: PlaidLinkTokenType, plaidAccountKeyType: PlaidAccountKeyType], {
71
72
  linkTokenType: PlaidLinkTokenType;
72
73
  plaidAccountKeyType: PlaidAccountKeyType;
@@ -14,6 +14,7 @@ exports.initialState = {
14
14
  user_reimbursement_account: plaidAccountViewState_1.initialPlaidAccountState,
15
15
  external_account: plaidAccountViewState_1.initialPlaidAccountState,
16
16
  billing_setup: plaidAccountViewState_1.initialPlaidAccountState,
17
+ expense_automation_reconcile: plaidAccountViewState_1.initialPlaidAccountState,
17
18
  };
18
19
  const plaidAccountView = (0, toolkit_1.createSlice)({
19
20
  name: 'plaidAccountView',
@@ -264,7 +265,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
264
265
  error: undefined,
265
266
  } });
266
267
  },
267
- prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType) {
268
+ prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType, zeniMappedAccountId) {
268
269
  return {
269
270
  payload: {
270
271
  publicToken,
@@ -272,6 +273,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
272
273
  setupViewType,
273
274
  linkTokenType: linkTokenType !== null && linkTokenType !== void 0 ? linkTokenType : 'link_account',
274
275
  plaidAccountKeyType,
276
+ zeniMappedAccountId,
275
277
  },
276
278
  };
277
279
  },
@@ -1,7 +1,7 @@
1
1
  import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
2
2
  import { ZeniDate } from '../../../zeniDayJS';
3
3
  export type PlaidLinkTokenType = 'link_account' | 'update_account' | 'link_account_no_microdeposit' | 'link_external_account';
4
- export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup';
4
+ export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup' | 'expense_automation_reconcile';
5
5
  export type PlaidConnectionDetails = Record<PlaidLinkTokenType, {
6
6
  linkToken?: string;
7
7
  expiration?: ZeniDate;
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getTasksCardReport: (state: RootState) => {
3
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
3
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  status: import("../..").Status | undefined;
@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
4
4
  import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
5
5
  import { TopExState } from './topExState';
6
6
  export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
7
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
7
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
8
8
  reportTitle: string;
9
9
  version: string | number | undefined;
10
10
  status: import("../..").Status | undefined;
@@ -3,7 +3,7 @@ import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderType
3
3
  import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
4
4
  import { GlobalVendorReviewRowCurrentSelection } from '../common/state/commonTypes';
5
5
  import { RecommendedNonExistingGlobalMerchant } from '../vendorFirstReviewView/vendorFirstReviewViewState';
6
- export declare const toVendorGlobalReviewColumnSortKeyType: (v: string) => "tenants" | "originalVendor" | "recommended" | "requestedVendor";
6
+ export declare const toVendorGlobalReviewColumnSortKeyType: (v: string) => "tenants" | "recommended" | "originalVendor" | "requestedVendor";
7
7
  export type VendorGlobalReviewViewColumnSortKey = ReturnType<typeof toVendorGlobalReviewColumnSortKeyType>;
8
8
  export interface GlobalReviewPageCurrentSelectionByColumn {
9
9
  requested: boolean;
package/lib/zeniAPI.d.ts CHANGED
@@ -18,6 +18,7 @@ export interface RESTAPIEndpoints {
18
18
  readonly cardMicroServiceBaseUrl: string;
19
19
  readonly taskMicroServiceBaseUrl: string;
20
20
  readonly notificationMicroServiceBaseUrl: string;
21
+ readonly reconciliationMicroServiceBaseUrl: string;
21
22
  }
22
23
  export interface ZeniAPI<ResponseType = FetchResponse> {
23
24
  readonly apiEndPoints: RESTAPIEndpoints;
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@zeniai/client-epic-state",
3
- "version": "4.15.16",
3
+ "version": "4.15.17",
4
4
  "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
5
5
  "main": "lib/index.js",
6
6
  "types": "lib/index.d.ts",
@@ -85,6 +85,7 @@
85
85
  "lint": "eslint . --ext .js,.jsx,.ts,.tsx --fix",
86
86
  "find-dead-code": "ts-prune | grep -v '(used in module)'",
87
87
  "find-unused-exports": "ts-unused-exports ./tsconfig.json",
88
+ "circular-dependency": "npx madge --circular --extensions ts ./src",
88
89
  "build": "concurrently --kill-others-on-fail \"eslint . --ext .js,.jsx,.ts,.tsx\" \"tsc\" \"jest --config jest.config.json\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
89
90
  "only-build": "concurrently --kill-others-on-fail \"eslint . --ext .js,.jsx,.ts,.tsx\" \"tsc\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
90
91
  "format": "prettier --write --ignore-unknown \"src/**/*\"",