@zeniai/client-epic-state 4.15.34 → 4.15.35

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/expenseAutomationViewReducer.js

@@ -22,11 +22,7 @@ const expenseAutomationView = (0, toolkit_1.createSlice)({
             reducer() {
                 //do nothing
             },
-            prepare(
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            cacheOverride = false, 
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            refreshViewInBackground = false) {
+            prepare(cacheOverride = false, refreshViewInBackground = false) {
                 return {
                     payload: { cacheOverride, refreshViewInBackground },
                 };

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;

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

@@ -19,7 +19,29 @@ const toTransactionDetailLocalData = (transaction) => {
                 logo: transaction.logo,
             }
             : undefined;
+    transactionLocal.customer =
+        transaction.customerId != null &&
+            transaction.customerName != null &&
+            Boolean(transaction.customerId) === true &&
+            Boolean(transaction.customerName) === true
+            ? {
+                id: transaction.customerId,
+                name: transaction.customerName,
+                logo: transaction.logo,
+            }
+            : undefined;
     transactionLocal.vendorUpdates = undefined;
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
+        transaction.customerName != null) {
+        transactionLocal.customerUpdates = {
+            id: transaction.customerId,
+            name: transaction.customerName,
+            qboId: transaction.customerId,
+        };
+    }
+    else {
+        transactionLocal.customerUpdates = undefined;
+    }
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -53,7 +75,16 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            record.customer = accountLine.customer;
+            record.customer =
+                accountLine.customer != null &&
+                    Boolean(accountLine.customer.id) === true &&
+                    Boolean(accountLine.customer.name) === true
+                    ? {
+                        id: accountLine.customer.id,
+                        name: accountLine.customer.name,
+                        logo: accountLine.customer.logo,
+                    }
+                    : undefined;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -89,7 +120,7 @@ const buildLineItemById = (transaction, recommendations) => {
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
     const newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     if (transaction.lines != null) {
@@ -124,8 +155,11 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     }
                 }
                 else {
-                    if ((transactionDetailLocalData.vendor != null &&
-                        transactionDetailLocalData.vendor.id === vendorId) ||
+                    if ((transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id === customerId) ||
+                        (record.customer != null && record.customer.id === customerId) ||
+                        (transactionDetailLocalData.vendor != null &&
+                            transactionDetailLocalData.vendor.id === vendorId) ||
                         (record.vendor != null && record.vendor.id === vendorId)) {
                         // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
                         if (selectedAccount != null &&
@@ -174,7 +208,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails });
+    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -238,7 +272,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         const newLineItem = newLineItems[matchingEntityLineId];
         newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, vendor: transactionDetailLocalData.vendor });
+    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -250,7 +284,7 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
     const lineItems = Object.values(transactionDetailLocalData.lineItemById);
     const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
     return lineItems.every((lineItem) => {
-        var _a, _b, _c, _d, _e;
+        var _a, _b, _c;
         return lineItem.account != null &&
             Boolean(lineItem.account.qboId) === true &&
             lineItem.class != null &&
@@ -260,10 +294,20 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
                     (_b = uncategorizedAccounts.expense) === null || _b === void 0 ? void 0 : _b.qboId,
                     (_c = uncategorizedAccounts.income) === null || _c === void 0 ? void 0 : _c.qboId,
                 ].includes(lineItem.account.qboId)) &&
-            (isVendorTransactionAvailable
-                ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
+            ((isVendorTransactionAvailable
+                ? transactionDetailLocalData.vendor != null &&
+                    transactionDetailLocalData.vendor.id != null &&
                     Boolean(transactionDetailLocalData.vendor.id) === true
-                : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
+                : lineItem.vendor != null &&
+                    lineItem.vendor.id != null &&
+                    Boolean(lineItem.vendor.id) === true) ||
+                (isVendorTransactionAvailable
+                    ? transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id != null &&
+                        Boolean(transactionDetailLocalData.customer.id) === true
+                    : lineItem.customer != null &&
+                        lineItem.customer.id != null &&
+                        Boolean(lineItem.customer.id) === true));
     });
 };
 exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;

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

@@ -0,0 +1,28 @@
+import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { AccountPayload } from '../../../entity/account/accountPayload';
+import { ReconciliationDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
+import { AccountReconciliationEntity } from '../../../entity/accountRecon/accountReconSelector';
+import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+import { UserPayload } from '../../../entity/user/userPayload';
+import { RootState } from '../../../reducer';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+export interface AccountAndPaymentAccountPayload extends AccountPayload {
+    payment_account_id: string | null;
+}
+export interface ReconciliationPayload {
+    accounts: AccountAndPaymentAccountPayload[];
+    reconciliation: ReconciliationDataPayload[];
+    users: UserPayload[];
+}
+export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
+export interface SaveReconciliationReviewPayload {
+    reconciliation: MatchedTransactionPayload;
+}
+export type SaveReconciliationReviewResponse = ZeniAPIResponse<SaveReconciliationReviewPayload>;
+export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(state: RootState, selectedPeriod: MonthYearPeriod, localData: BalancesLocalData, accountReconciliationEntity: AccountReconciliationEntity, action: SaveReconcileDetailActionPayload, method: 'PUT' | 'POST'): {
+    transactions: {
+        reconcile: MatchedTransactionPayload[];
+        review: TransactionsToReviewPayload[];
+    };
+};

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

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

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

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