@zeniai/client-epic-state 4.15.26 → 4.15.28

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, 'deposit', currency);
+        const paymentLocalData = calculateSplitAmounts(transactions, 'payment', 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 === 'payment') {
+            return updatedBalance - transaction.amount.amount; // Deduct for debit
+        }
+        else if (transaction.transactionDirection === 'deposit') {
+            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

@@ -9,10 +9,14 @@ 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$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
+    var _a, _b;
     const { cacheOverride, refreshViewInBackground } = action.payload;
     const state = state$.value;
+    const { monthEndCloseChecksState } = state;
+    const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const companyId = currentTenant.companyId;
     const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
@@ -21,22 +25,24 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
     const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
     const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
     const monthYearPeriodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
+    const monthEndCheckState = (_a = monthEndCloseChecksByTenantId === null || monthEndCloseChecksByTenantId === void 0 ? void 0 : monthEndCloseChecksByTenantId[currentTenant.tenantId]) === null || _a === void 0 ? void 0 : _a[monthYearPeriodId];
+    const reconciliationEnabled = (_b = monthEndCheckState === null || monthEndCheckState === void 0 ? void 0 : monthEndCheckState.monthEndCloseCheckList.some((list) => list.id === 'reconciliation')) !== null && _b !== void 0 ? _b : false;
     if (timePeriodStart == null ||
         timePeriodEnd == null ||
         companyId == null) {
         throw Error(`Invalid start - ${timePeriodStart} and end - ${timePeriodEnd} period from given ${selectedPeriod}`);
     }
     if (cacheOverride === true) {
-        return (0, rxjs_1.from)([
-            (0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground),
-            (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
-                amount: 75.0,
-                currencyCode: 'USD',
-                currencySymbol: '$',
-            }, cacheOverride, refreshViewInBackground),
-            (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null),
-            (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride),
-        ]);
+        const actions = [];
+        actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
+            amount: 75.0,
+            currencyCode: 'USD',
+            currencySymbol: '$',
+        }, cacheOverride, refreshViewInBackground), (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null), (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
+        if (reconciliationEnabled) {
+            actions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
+        }
+        return (0, rxjs_1.from)(actions);
     }
     else {
         const fetchActions = [];
@@ -68,6 +74,14 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, 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 &&
+            reconciliationEnabled) {
+            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/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -40,11 +40,12 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
 }));
 exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
 function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
-    var _a;
+    var _a, _b;
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
     const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
         .transactionReviewLocalDataById, transactionId, undefined);
     const tranVendorUpdates = (_a = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _a === void 0 ? void 0 : _a.vendorUpdates;
+    const tranCustomerUpdates = (_b = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _b === void 0 ? void 0 : _b.customerUpdates;
     let vendorUpdates = undefined;
     if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -61,8 +62,15 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
             };
         }
     }
+    let customerUpdates = undefined;
+    if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
+        customerUpdates = {
+            id: tranCustomerUpdates.qboId,
+            name: tranCustomerUpdates.name,
+        };
+    }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -91,12 +99,14 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
         return payload;
     }
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
+const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
     transaction.vendorId = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.id;
     transaction.vendorName = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.name;
+    transaction.customerId = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id;
+    transaction.customerName = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name;
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];
@@ -133,11 +143,17 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
         transaction.lines = newLineMap;
     }
     transaction.recommendations = recommendationUpdates;
+    // Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
         return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
+            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, vendorUpdates, customerUpdates);
+        }
+        else {
+            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        }
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
         return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);

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/helpers/saveTransactionHelper.js

@@ -2,6 +2,7 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toTransactionUpdatesFromTransactionCategorizationLocalData = void 0;
 const entity_1 = require("../../../entity/genericEntity/entity");
+const customerTransaction_1 = require("../../../entity/transaction/stateTypes/customerTransaction");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const recommendationState_1 = require("../../recommendation/recommendationState");
 const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTransactionHelper");
@@ -10,7 +11,7 @@ const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTrans
  * @param transactionCategorizationLocalData
  */
 const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
-    var _a, _b, _c;
+    var _a, _b;
     const updates = {
         updatesByLineId: {},
     };
@@ -22,22 +23,18 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
     if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true) {
         updates.vendorId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.id;
     }
-    const entity = transaction.vendorId != null
-        ? {
-            id: transaction.vendorId,
-            name: (_b = transaction.vendorName) !== null && _b !== void 0 ? _b : '',
-            type: (0, entity_1.toEntityType)('vendor'),
-            qboId: transaction.vendorId,
-            zeniId: transaction.vendorId,
-        }
-        : undefined;
+    // This needs to be changed to customerUpdates as of now we are not updating customerId so we are using the one from the transaction
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true) {
+        updates.customerId = transaction.customerId;
+    }
+    const entity = getEntityFromTransaction(transaction);
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
-    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
-        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
-        const updatedEntityId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId;
-        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates);
+    (_b = transaction.lines) === null || _b === void 0 ? void 0 : _b.forEach((line) => {
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w;
+        const updatedEntityId = (_b = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId) !== null && _b !== void 0 ? _b : (_c = transactionCategorizationLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.qboId;
+        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -50,24 +47,28 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
             };
             if (line.type === 'journal_entry_transaction_line' ||
                 line.platformLineDetailType === 'deposit_line_detail') {
-                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor });
+                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor, customer: lineItem.customer });
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
             const accountLine = line;
             hasCategoryChanged =
-                ((_b = lineItem.account) === null || _b === void 0 ? void 0 : _b.qboId) !== accountLine.account.qboId &&
-                    Boolean((_c = lineItem.account) === null || _c === void 0 ? void 0 : _c.qboId);
+                ((_d = lineItem.account) === null || _d === void 0 ? void 0 : _d.qboId) !== accountLine.account.qboId &&
+                    Boolean((_e = lineItem.account) === null || _e === void 0 ? void 0 : _e.qboId);
             hasClassChanged =
-                Boolean((_d = lineItem.class) === null || _d === void 0 ? void 0 : _d.qboId) &&
-                    ((_e = lineItem.class) === null || _e === void 0 ? void 0 : _e.qboId) !== accountLine.class.qboId;
+                Boolean((_f = lineItem.class) === null || _f === void 0 ? void 0 : _f.qboId) &&
+                    ((_g = lineItem.class) === null || _g === void 0 ? void 0 : _g.qboId) !== accountLine.class.qboId;
             const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
-            const updatedLineEntityId = ((_f = accountLine.vendor) === null || _f === void 0 ? void 0 : _f.id) != null
-                ? ((_g = accountLine.vendor) === null || _g === void 0 ? void 0 : _g.id) != ((_h = lineItem.vendor) === null || _h === void 0 ? void 0 : _h.id)
-                    ? (_j = lineItem.vendor) === null || _j === void 0 ? void 0 : _j.id
-                    : (_k = accountLine.vendor) === null || _k === void 0 ? void 0 : _k.id
-                : undefined;
+            const updatedLineEntityId = ((_h = accountLine.vendor) === null || _h === void 0 ? void 0 : _h.id) != null
+                ? ((_j = accountLine.vendor) === null || _j === void 0 ? void 0 : _j.id) != ((_k = lineItem.vendor) === null || _k === void 0 ? void 0 : _k.id)
+                    ? (_l = lineItem.vendor) === null || _l === void 0 ? void 0 : _l.id
+                    : (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id
+                : ((_o = accountLine.customer) === null || _o === void 0 ? void 0 : _o.id) != null
+                    ? ((_p = accountLine.customer) === null || _p === void 0 ? void 0 : _p.id) != ((_q = lineItem.customer) === null || _q === void 0 ? void 0 : _q.id)
+                        ? (_r = lineItem.customer) === null || _r === void 0 ? void 0 : _r.id
+                        : (_s = accountLine.customer) === null || _s === void 0 ? void 0 : _s.id
+                    : undefined;
             if (entityDetails != null &&
                 (hasCategoryChanged === true || hasClassChanged === true)) {
                 lastUpdatedCategory =
@@ -83,16 +84,16 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 if (recommended.class != null ||
                     recommended.account != null ||
                     updatedEntityId != null) {
-                    const vendorIdToUpdate = (_l = transactionCategorizationLocalData.vendorUpdates) === null || _l === void 0 ? void 0 : _l.qboId;
-                    let entityId = entityDetails.entityId;
+                    const vendorIdToUpdate = (_t = transactionCategorizationLocalData.vendorUpdates) === null || _t === void 0 ? void 0 : _t.qboId;
                     if (line.type === 'journal_entry_transaction_line' ||
                         line.platformLineDetailType === 'deposit_line_detail') {
-                        const entityId = (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id;
+                        const entityId = (_v = (_u = accountLine.vendor) === null || _u === void 0 ? void 0 : _u.id) !== null && _v !== void 0 ? _v : (_w = accountLine.customer) === null || _w === void 0 ? void 0 : _w.id;
                         if (entityId != null) {
                             doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, updatedLineEntityId);
                         }
                     }
                     else {
+                        let entityId = entityDetails.entityId;
                         if (vendorIdToUpdate != null) {
                             entityId = vendorIdToUpdate;
                         }
@@ -135,8 +136,8 @@ const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendati
         entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
     }
 };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
-    var _a, _b, _c;
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
+    var _a, _b, _c, _d;
     if (entity != null) {
         return {
             entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
@@ -155,7 +156,19 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
             entityType: 'vendor',
         };
     }
-    if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null) {
+    if (customerUpdates != null && customerUpdates.id != null) {
+        return {
+            entityId: customerUpdates.id,
+            entityType: 'customer',
+        };
+    }
+    if (((_c = lineItemLocalData.customer) === null || _c === void 0 ? void 0 : _c.id) != null) {
+        return {
+            entityId: lineItemLocalData.customer.id,
+            entityType: 'customer',
+        };
+    }
+    if (((_d = lineItemLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null) {
         return {
             entityId: lineItemLocalData.vendor.id,
             entityType: 'vendor',
@@ -163,3 +176,41 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
     }
     return undefined;
 };
+const getEntityFromTransaction = (transaction) => {
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) ||
+        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
+        const vendor = transaction.vendor;
+        const customer = transaction.customer;
+        if (customer != null) {
+            return {
+                id: customer.id,
+                name: customer.name,
+                type: (0, entity_1.toEntityType)('customer'),
+                qboId: customer.id,
+                zeniId: customer.id,
+            };
+        }
+        if (vendor != null) {
+            return {
+                id: vendor.id,
+                name: vendor.name,
+                type: (0, entity_1.toEntityType)('vendor'),
+                qboId: vendor.id,
+                zeniId: vendor.id,
+            };
+        }
+    }
+    if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
+        const customer = transaction.customer;
+        if (customer) {
+            return {
+                id: customer.id,
+                name: customer.name,
+                type: (0, entity_1.toEntityType)('customer'),
+                qboId: customer.id,
+                zeniId: customer.id,
+            };
+        }
+    }
+    return undefined;
+};

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

@@ -8,6 +8,6 @@ import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { TransactionReviewLocalData, TransactionsTabViewState } from '../types/transactionsViewState';
 export declare const MAX_SELECTION_LIMIT = 5;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransaction) => TransactionReviewLocalData;
-export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
+export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
 export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[], uncategorizedAccounts: UncategorizedAccounts, recommendationByLineId?: RecommendationByLineId) => TransactionReviewLocalData;
 export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, uncategorizedAccounts: UncategorizedAccounts) => boolean;