@zeniai/client-epic-state 4.15.42 → 4.15.44

package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js

@@ -1,7 +1,10 @@
 "use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
-const lodash_1 = require("lodash");
+const omit_1 = __importDefault(require("lodash/omit"));
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
@@ -39,7 +42,7 @@ function getExpenseAutomationJESchedulesView(state) {
         !fixedAssetLabelAccountIds.includes(account.accountId));
     const allClassList = (0, classListSelector_1.getClassList)(classState, classListState);
     const allClasses = allClassList.classes.map((classData) => {
-        return (0, lodash_1.omit)(classData, ['accountIds', 'key']);
+        return (0, omit_1.default)(classData, ['accountIds', 'key']);
     });
     const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountTypes.accountListKey).filter((account) => account.accountId[0] != null &&
         scheduleDetailAccountIds.includes(account.accountId[0]));

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts

@@ -0,0 +1,5 @@
+import { ReportIDPlusForecastID } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { RootState } from '../../../reducer';
+import { ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
+export declare const getExpenseAutomationReconciliationView: (state: RootState) => ExpenseAutomationReconciliationViewSelector;
+export declare const isAccountReconReport: (reportId: ReportIDPlusForecastID) => boolean;

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -0,0 +1,254 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const omit_1 = __importDefault(require("lodash/omit"));
+const orderBy_1 = __importDefault(require("lodash/orderBy"));
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
+const accountListSelector_1 = require("../../accountList/accountListSelector");
+const classListSelector_1 = require("../../classList/classListSelector");
+const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
+const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+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) => {
+    var _a;
+    const { selectedPeriodByTenantId } = expenseAutomationViewState;
+    const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
+    const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const accountReconForMonthYearPeriod = selectedPeriod != null
+        ? reconciliationViewState.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
+        : undefined;
+    if (accountReconForMonthYearPeriod == null) {
+        return {
+            accountListNestedAccountHierarchy: [],
+            classListNestedAccountHierarchy: [],
+            allAccountList: [],
+            allClassList: [],
+            fetchStatus: {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
+                .plaidConnectionDetails,
+            completionStatus: 'incomplete',
+            refreshStatus: reconciliationViewState.refreshStatus,
+            selectedTab: reconciliationViewState.selectedTab,
+            monthYearPeriod: selectedPeriod,
+            selectedAccountId: reconciliationViewState.selectedAccountId,
+            accountReconciliationsByAccountID: {},
+            reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
+            actionFetchStates: reconciliationViewReducer_1.initialActionFetchState,
+            accountReconciliationBySectionID: {
+                assets: {
+                    sectionId: 'assets',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+                liabilities: {
+                    sectionId: 'liabilities',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+            },
+        };
+    }
+    const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
+    const reconList = {};
+    const assetAccountIDs = [];
+    const liabilityAccountIDs = [];
+    const assetTotals = {};
+    const liabilityTotals = {};
+    allAccountIDs.forEach((accountID) => {
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
+        const accountRecon = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, accountID, selectedPeriod);
+        if (accountRecon == null) {
+            console.error(`Account reconciliation not found for account ${accountID} in period ${selectedPeriod.toString()}`);
+            return;
+        }
+        const accountConnectionStatus = reconciliationViewState.accountConnectionStatusByAccountID[accountID];
+        if (accountConnectionStatus == null) {
+            console.error(`Account connection status not found for account ${accountID} in period ${selectedPeriod.toString()}`);
+            return;
+        }
+        const account = accountRecon.account;
+        const sortedReconcileTransactions = sortReconcileTransactions(accountRecon.transactionsToReconcile, reconcileTabUiState);
+        accountRecon.transactionsToReconcile = sortedReconcileTransactions;
+        const sortedReviewTabTransactions = sortReviewTabTransactions(accountRecon.transactionsToReview, reviewTabUiState);
+        accountRecon.transactionsToReview = sortedReviewTabTransactions;
+        if (accountConnectionStatus.status === 'connected') {
+            if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
+                if (accountRecon.balance != null &&
+                    accountRecon.clearedBalance != null &&
+                    accountRecon.variance != null) {
+                    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) +
+                            accountRecon.balance.amount });
+                    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) +
+                            accountRecon.clearedBalance.amount });
+                    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) +
+                            accountRecon.variance.amount });
+                    assetTotals.variancePercentage =
+                        assetTotals.varianceTotal.amount != null
+                            ? (assetTotals.varianceTotal.amount /
+                                assetTotals.clearedTotal.amount) *
+                                100
+                            : undefined;
+                }
+            }
+            else if (account.accountType === 'credit_card') {
+                if (accountRecon.balance != null &&
+                    accountRecon.clearedBalance != null &&
+                    accountRecon.variance != null) {
+                    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) +
+                            accountRecon.balance.amount });
+                    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) +
+                            accountRecon.clearedBalance.amount });
+                    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) +
+                            accountRecon.variance.amount });
+                    liabilityTotals.variancePercentage =
+                        liabilityTotals.varianceTotal.amount != null
+                            ? (liabilityTotals.varianceTotal.amount /
+                                liabilityTotals.clearedTotal.amount) *
+                                100
+                            : undefined;
+                }
+            }
+        }
+        if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
+            assetAccountIDs.push(accountID);
+        }
+        else if (account.accountType === 'credit_card') {
+            liabilityAccountIDs.push(accountID);
+        }
+        reconList[accountID] = {
+            accountConnectionStatus: accountConnectionStatus.status,
+            paymentAccountId: accountConnectionStatus.paymentAccountId,
+            connectionInProgress: accountConnectionStatus.connectionInProgress,
+            accountReconEntity: accountRecon,
+            refreshStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .refreshStatus,
+            transactionFetchState: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .transactionFetchState, // transaction fetch state
+        };
+    });
+    const accountReconciliationBySectionID = {
+        assets: {
+            sectionId: 'assets',
+            accountIDs: assetAccountIDs,
+            totalBankBalance: assetTotals.balanceTotal,
+            totalClearedBalance: assetTotals.clearedTotal,
+            totalReconciledBalance: assetTotals.varianceTotal,
+            totalVariance: assetTotals.varianceTotal,
+            totalVariancePercentage: assetTotals.variancePercentage,
+        },
+        liabilities: {
+            sectionId: 'liabilities',
+            accountIDs: liabilityAccountIDs,
+            totalBankBalance: liabilityTotals.balanceTotal,
+            totalClearedBalance: liabilityTotals.clearedTotal,
+            totalReconciledBalance: liabilityTotals.varianceTotal,
+            totalVariance: liabilityTotals.varianceTotal,
+            totalVariancePercentage: liabilityTotals.variancePercentage,
+        },
+    };
+    const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
+    const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
+    const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
+    const classList = (0, classListSelector_1.getClassList)(classState, classListState);
+    const allClasses = classList.classes.map((classData) => {
+        return (0, omit_1.default)(classData, ['accountIds', 'key']);
+    });
+    const allSteps = selectedPeriod != null
+        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
+        : [];
+    const reconciliationCompletionStatus = (_a = allSteps.find((step) => step.step === 'reconciliation')) === null || _a === void 0 ? void 0 : _a.completionStatus;
+    const completionStatus = reconciliationCompletionStatus !== null && reconciliationCompletionStatus !== void 0 ? reconciliationCompletionStatus : 'incomplete';
+    return {
+        accountReconciliationsByAccountID: reconList,
+        fetchStatus: {
+            fetchState: reconciliationViewState.fetchState,
+            error: reconciliationViewState.error,
+        },
+        plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
+            .plaidConnectionDetails,
+        reconciliationTabsState: reconciliationViewState.reconTabsState,
+        completionStatus,
+        refreshStatus: reconciliationViewState.refreshStatus,
+        selectedTab: reconciliationViewState.selectedTab,
+        selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        monthYearPeriod: selectedPeriod,
+        accountReconciliationBySectionID,
+        selectedAccountId: reconciliationViewState.selectedAccountId,
+        selectedReconAccount: reconciliationViewState.selectedAccountId != null &&
+            reconList[reconciliationViewState.selectedAccountId] != null
+            ? reconList[reconciliationViewState.selectedAccountId]
+            : undefined, // Selects the reconciliation account based on the selectedAccountId
+        accountListNestedAccountHierarchy,
+        actionFetchStates: reconciliationViewState.actionFetchState,
+        classListNestedAccountHierarchy,
+        allAccountList: accountsList.accounts,
+        allClassList: allClasses,
+    };
+});
+const isAccountReconReport = (reportId) => {
+    return reportId.endsWith('reconciliation');
+};
+exports.isAccountReconReport = isAccountReconReport;
+function sortReconcileTransactions(transactions, uiState) {
+    const { sortKey, sortOrder } = uiState;
+    return (0, orderBy_1.default)(transactions, (transaction) => {
+        var _a, _b, _c, _d, _e, _f;
+        switch (sortKey) {
+            case 'clearedDate':
+                return (_b = (_a = transaction.clearedDate) === null || _a === void 0 ? void 0 : _a.valueOf()) !== null && _b !== void 0 ? _b : null;
+            case 'type':
+                return transaction.type.toLowerCase();
+            case 'payee':
+                return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
+            case 'account':
+                return (_f = (_e = transaction.accountName) === null || _e === void 0 ? void 0 : _e.toLowerCase()) !== null && _f !== void 0 ? _f : null;
+            case 'transactionDirection':
+                return transaction.transactionDirection.toLowerCase();
+            case 'memo':
+                return transaction.memo.toLowerCase();
+            case 'amount':
+                return transaction.amount.amount;
+            case 'date':
+            default:
+                return transaction.date.valueOf();
+        }
+    }, sortOrder === 'ascending' ? 'asc' : 'desc');
+}
+function sortReviewTabTransactions(transactions, uiState) {
+    const { sortKey, sortOrder } = uiState;
+    return (0, orderBy_1.default)(transactions, (transaction) => {
+        var _a, _b, _c, _d, _e;
+        switch (sortKey) {
+            case 'match':
+                return ((_b = (_a = transaction.recommendedAction) === null || _a === void 0 ? void 0 : _a.recommendedTransactions.length) !== null && _b !== void 0 ? _b : null);
+            case 'payee':
+                return ((_e = (_d = (_c = transaction.recommendedAction.recommendedTransactions[0]) === null || _c === void 0 ? void 0 : _c.merchantName) === null || _d === void 0 ? void 0 : _d.toLowerCase()) !== null && _e !== void 0 ? _e : null);
+            case 'direction':
+                return transaction.transactionDirection.toLowerCase();
+            case 'memo':
+                return transaction.memo.toLowerCase();
+            case 'amount':
+                return transaction.amount.amount;
+            case 'date':
+            default:
+                return transaction.transactionDate.valueOf();
+        }
+    }, sortOrder === 'ascending' ? 'asc' : 'desc');
+}

package/lib/view/expenseAutomationView/types/fluxAnalysisViewState.d.ts

@@ -4,7 +4,7 @@ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
-declare const toFluxAnalysisSortKey: (v: string) => "class" | "vendor" | "category";
+declare const toFluxAnalysisSortKey: (v: string) => "vendor" | "class" | "category";
 export type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;
 export type FluxAnalysisActionType = 'review' | 'unreview';
 export type FluxAnalysisReviewStatus = 'Pending Review' | 'Reviewed';

package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-export declare const toMissingReceiptsSortKey: (v: string) => "class" | "date" | "vendor" | "amount" | "category";
+export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "amount" | "class" | "category";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
     searchString: string;

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -0,0 +1,103 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
+import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
+export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
+export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
+export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
+export type SaveReconcileDetailActionPayload = {
+    reconcileAction: 'exclude';
+    excludeTransactionId: ID;
+} | {
+    reconcileAction: 'reconcile' | 'save_reconcile_for_later';
+};
+export interface SaveReconciliationDetailFailurePayload {
+    fetchStateByAction: SaveReconcileDetailActionPayload;
+    error: ZeniAPIStatus;
+}
+export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
+export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
+declare const toReconReconcileSortKeysType: (v: string) => "date" | "amount" | "account" | "type" | "memo" | "transactionDirection" | "clearedDate" | "payee" | "recommended";
+export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
+export interface ReconciliationReconcileTabLocalData {
+    selectedTransactionIds: ID[];
+}
+export interface ReconciliationReconcileTabViewUiState {
+    scrollYOffset?: number;
+    sortKey: ReconReconcileSortKey;
+    sortOrder: SortOrder;
+}
+export interface TransactionSummary {
+    count: number;
+    totalAmount: Amount;
+}
+export interface BalancesLocalData {
+    variance: Amount;
+    clearedBalance: Amount;
+    variancePercentage: number;
+    payments: TransactionSummary;
+    deposits: TransactionSummary;
+}
+export interface ReconciliationTabsState {
+    reconcile: {
+        localData: ReconciliationReconcileTabLocalData;
+        uiState: ReconciliationReconcileTabViewUiState;
+    };
+    review: {
+        localData: Record<ID, ReconciliationReviewTabLocalData>;
+        uiState: ReconciliationReviewTabViewUiState;
+    };
+    balances: BalancesLocalData;
+}
+declare const toReconReviewSortKey: (v: string) => "date" | "amount" | "memo" | "direction" | "match" | "payee";
+export type ReconReviewSortKey = ReturnType<typeof toReconReviewSortKey>;
+export interface ReconciliationReviewTabViewUiState {
+    scrollPosition: {
+        scrollLeft?: number;
+        scrollTop: number;
+    } | undefined;
+    sortKey: ReconReviewSortKey;
+    sortOrder: SortOrder;
+}
+export interface ReconciliationReviewTabLocalData {
+    memo: string;
+    categoryId?: ID;
+    classId?: ID;
+    vendor?: VendorBase;
+    matchedTransactionId?: ID;
+}
+export interface ActionFetchStates {
+    excludeFetchById: Record<ID, FetchStateAndError>;
+    saveForLaterFetch: FetchStateAndError;
+    reconcileFetch: FetchStateAndError;
+    saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
+}
+export interface ReconciliationViewState extends FetchStateAndError {
+    accountReconciliationRecordsBySelectedPeriod: Record<MonthYearPeriodId, AccountReconciliationRecords>;
+    refreshStatus: FetchStateAndError;
+    accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;
+    selectedTab: ReconciliationViewTabType;
+    selectedAccountId?: ID;
+    selectedDrawerAccountId?: ID;
+    reconTabsState: ReconciliationTabsState;
+    actionFetchState: ActionFetchStates;
+}
+export interface BankConnectionStatus {
+    status: BankStatusCodeType;
+    connectionInProgress: boolean;
+    paymentAccountId?: ID;
+}
+export interface AccountReconciliationRecords {
+    accountIDs: ID[];
+    reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
+}
+export interface AccountReconciliationDataWithTransactionFetchState {
+    accountId: ID;
+    reconciliationId?: ID;
+    transactionFetchState: FetchStateAndError;
+    refreshStatus: FetchStateAndError;
+}
+export {};

package/lib/view/expenseAutomationView/types/reconciliationViewState.js

@@ -0,0 +1,37 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+exports.RECONCILE_ACTIONS = [
+    'reconcile',
+    'save_reconcile_for_later',
+    'exclude',
+];
+const toReconcileActions = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.RECONCILE_ACTIONS);
+exports.toReconcileActions = toReconcileActions;
+const RECONCILIATION_VIEW_TABS = ['reconcile', 'review'];
+const toReconciliationTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECONCILIATION_VIEW_TABS);
+exports.toReconciliationTabsType = toReconciliationTabsType;
+const RECON_RECONCILE_SORT_KEYS = [
+    'date',
+    'clearedDate',
+    'type',
+    'payee',
+    'account',
+    'transactionDirection',
+    'memo',
+    'amount',
+    'recommended',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReconcileSortKeysType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_RECONCILE_SORT_KEYS);
+const RECON_REVIEW_SORT_KEYS = [
+    'date',
+    'payee',
+    'memo',
+    'amount',
+    'direction',
+    'match',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -15,11 +15,11 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-export declare const toTransactionsSortKey: (v: string) => "class" | "date" | "vendor" | "amount" | "transaction_type" | "category";
+export declare const toTransactionsSortKey: (v: string) => "date" | "vendor" | "amount" | "class" | "transaction_type" | "category";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";
 export type TransactionsTab = ReturnType<typeof toTransactionsTabKey>;
-export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_transfer_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
+export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
 export type TransactionCategorizationKey = ReturnType<typeof getTransactionCategorizationKey>;
 export interface TransactionsViewUIState {
     searchString: string;
@@ -55,21 +55,30 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     lineEntity?: Entity;
     isCategoryMiscategorized: boolean;
     isClassMiscategorized: boolean;
+    selectedEntityLine?: Entity;
 }
 export interface TransactionReviewLocalData {
     lineItemById: Record<ID, TransactionCategorizationLineItemData>;
     sortedLineItems: ID[];
     vendor?: VendorBase;
+    customer?: CustomerBase;
     memo?: string;
     vendorDetails?: {
         id: ID;
         qboId: string;
         name: string;
     };
+    customerDetails?: {
+        id: ID;
+        qboId: string;
+        name: string;
+    };
     transactionDate?: ZeniDate;
     transactionType?: TransactionType;
     transactionTypeName?: string;
     vendorUpdates?: TransactionVendorUpdates;
+    customerUpdates?: TransactionVendorUpdates;
+    selectedEntity?: Entity;
 }
 export interface SupportedTransactionCategorization {
     transactionReviewLocalData: TransactionReviewLocalData;
@@ -103,6 +112,7 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
+    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     thisPeriod: TimeframeTick;
     coaBalances: COABalance[];
     maxNumOfPeriodsToHighlight: number;
-}, "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<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"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" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     firstMonthOfFY: Month;
     isCompareModeOn: boolean;
     additionalBalances: COABalanceType[];

package/lib/view/financeStatement/financeStatementReducer.js

@@ -29,10 +29,7 @@ const financeStatement = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.lastFetchRequestTime = (0, zeniDayJS_1.dateNow)();
             },
-            prepare(userId, fetchSelectedTab = true, // eslint-disable-line @typescript-eslint/no-inferrable-types,
-            fetchFullReport = false, // eslint-disable-line @typescript-eslint/no-inferrable-types,
-            cacheOverride = false // eslint-disable-line @typescript-eslint/no-inferrable-types
-            ) {
+            prepare(userId, fetchSelectedTab = true, fetchFullReport = false, cacheOverride = false) {
                 return {
                     payload: { userId, fetchSelectedTab, fetchFullReport, cacheOverride },
                 };

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-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], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined], {
     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;
+    context: "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" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -15,10 +15,10 @@ export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCrea
     merchantName: string | undefined;
 }, "globalMerchantView/fetchGlobalMerchantRecommendation", never, never>, fetchGlobalMerchantRecommendationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<VendorReviewViewAllRecommendationsPayload, "globalMerchantView/fetchGlobalMerchantRecommendationSuccess">, fetchGlobalMerchantRecommendationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "globalMerchantView/fetchGlobalMerchantRecommendationFailure">, updateCreateGlobalMerchantLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[globalMerchantName: string, currentSelection: NewGlobalMerchantCurrentSelection, globalMerchantWebsiteUrl?: import("url-parse")<string> | import("url-parse")<Record<string, string | undefined>> | undefined], {
+}, "globalMerchantView/fetchGlobalMerchantRecommendationFailure">, updateCreateGlobalMerchantLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[globalMerchantName: string, currentSelection: NewGlobalMerchantCurrentSelection, globalMerchantWebsiteUrl?: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined], {
     globalMerchantName: string;
     currentSelection: NewGlobalMerchantCurrentSelection;
-    globalMerchantWebsiteUrl: import("url-parse")<string> | import("url-parse")<Record<string, string | undefined>> | undefined;
+    globalMerchantWebsiteUrl: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined;
 }, "globalMerchantView/updateCreateGlobalMerchantLocalData", never, never>, clearGlobalMerchantView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"globalMerchantView/clearGlobalMerchantView">;
 declare const _default: import("redux").Reducer<GlobalMerchantViewState>;
 export default _default;

package/lib/view/netBurnOrIncome/netBurnOrIncomeReducer.js

@@ -72,8 +72,7 @@ const netBurnOrIncome = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.lastFetchRequestTime = (0, zeniDayJS_1.dateNow)();
             },
-            prepare(cacheOverride = false, // eslint-disable-line @typescript-eslint/no-inferrable-types
-            forecastId) {
+            prepare(cacheOverride = false, forecastId) {
                 return {
                     payload: {
                         cacheOverride,
@@ -86,8 +85,7 @@ const netBurnOrIncome = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.lastFetchRequestTime = (0, zeniDayJS_1.dateNow)();
             },
-            prepare(cacheOverride = false, // eslint-disable-line @typescript-eslint/no-inferrable-types
-            forecastId) {
+            prepare(cacheOverride = false, forecastId) {
                 return {
                     payload: {
                         cacheOverride,
@@ -97,7 +95,6 @@ const netBurnOrIncome = (0, toolkit_1.createSlice)({
             },
         },
         fetchNetBurnOrIncome: {
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
             prepare(fetchFullReport = false, forecastId, cacheOverride = false) {
                 return { payload: { fetchFullReport, forecastId, cacheOverride } };
             },
@@ -110,11 +107,7 @@ const netBurnOrIncome = (0, toolkit_1.createSlice)({
             },
         },
         fetchNetBurnOrIncomeForTimeframe: {
-            prepare(timeframe, forecastId, 
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            fetchFullReport = true, 
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            cacheOverride = false) {
+            prepare(timeframe, forecastId, fetchFullReport = true, cacheOverride = false) {
                 return {
                     payload: { forecastId, timeframe, fetchFullReport, cacheOverride },
                 };

package/lib/view/netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer.js

@@ -37,7 +37,6 @@ const netBurnOrIncomeClassesView = (0, toolkit_1.createSlice)({
     initialState: exports.initialState,
     reducers: {
         fetchNetBurnOrIncomeClassesView: {
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
             prepare(cacheOverride = false) {
                 return { payload: { cacheOverride } };
             },
@@ -50,11 +49,7 @@ const netBurnOrIncomeClassesView = (0, toolkit_1.createSlice)({
             },
         },
         fetchNetBurnOrIncomeForTimeframeClassesView: {
-            prepare(timeframe, 
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            fetchFullReport = true, 
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
-            cacheOverride = false) {
+            prepare(timeframe, fetchFullReport = true, cacheOverride = false) {
                 return { payload: { timeframe, fetchFullReport, cacheOverride } };
             },
             reducer(draft, action) {