@zeniai/client-epic-state 4.16.75 → 4.16.76
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/account/accountPayload.d.ts +0 -1
- package/lib/entity/account/accountPayload.js +0 -3
- package/lib/entity/account/accountState.d.ts +0 -4
- package/lib/entity/account/accountState.js +1 -6
- package/lib/entity/accountRecon/accountReconPayload.d.ts +0 -7
- package/lib/entity/accountRecon/accountReconPayload.js +0 -16
- package/lib/entity/accountRecon/accountReconReducer.d.ts +1 -8
- package/lib/entity/accountRecon/accountReconReducer.js +2 -57
- package/lib/entity/accountRecon/accountReconSelector.d.ts +2 -15
- package/lib/entity/accountRecon/accountReconSelector.js +1 -11
- package/lib/entity/accountRecon/accountReconState.d.ts +1 -17
- package/lib/entity/accountRecon/accountReconState.js +2 -21
- package/lib/entity/file/filePayload.d.ts +9 -9
- package/lib/entity/file/fileState.d.ts +4 -4
- package/lib/index.d.ts +5 -7
- package/lib/index.js +28 -37
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.d.ts +1 -2
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +2 -4
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -27
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +1 -29
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +4 -37
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +4 -80
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +4 -10
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -12
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +6 -16
- package/lib/view/spendManagement/billPay/billList/billListReducer.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billList/billListState.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListReducer.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts +3 -3
- package/lib/view/vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewState.d.ts +1 -1
- package/package.json +1 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic.d.ts +0 -9
- package/lib/view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic.js +0 -41
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.d.ts +0 -12
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.js +0 -54
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic.d.ts +0 -15
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic.js +0 -46
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@@ -18,9 +18,6 @@ const mapAccountBasePayloadToAccountBase = (payload) => {
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qboId: (_e = payload.qbo_id) !== null && _e !== void 0 ? _e : undefined,
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coaId: (_f = payload.coa_id) !== null && _f !== void 0 ? _f : undefined,
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labels: toAccountLabelArray((_g = payload.labels) !== null && _g !== void 0 ? _g : []),
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reconciliationSource: payload.reconciliation_source == null
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? undefined
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: (0, accountState_1.toReconciliationAccountSource)(payload.reconciliation_source),
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});
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};
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exports.mapAccountBasePayloadToAccountBase = mapAccountBasePayloadToAccountBase;
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@@ -15,9 +15,6 @@ export type AccountLabel = ReturnType<typeof toAccountLabel>;
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export declare const toAccountLabelStrict: (v: string | null | undefined) => AccountLabel | undefined;
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export declare function getAccountKey(reportIdUniqueKey: ReportIDPlusForecastID, accountId: ID, classesViewParentId?: ClassesViewParentID, accountsViewParentId?: AccountsViewParentID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-cash_balance+${string}` | `${string}-card_balance+${string}` | `${string}-expense_automation_card+${string}` | `${string}-operating_expenses+${string}` | `${string}-operating_expenses_by_classes+${string}` | `${string}-revenue+${string}` | `${string}-revenue_by_classes+${string}` | `${string}-net_burn_or_income+${string}` | `${string}-net_burn_or_income_story_card+${string}` | `${string}-net_burn_or_income_by_classes+${string}` | `${string}-cash_position+${string}` | `${string}-top_expenses+${string}` | `${string}-profit_and_loss+${string}` | `${string}-profit_and_loss_by_classes+${string}` | `${string}-balance_sheet+${string}` | `${string}-cash_flow+${string}` | `${string}-dashboard+${string}` | `${string}-finance_statement+${string}` | `${string}-transaction_list_of_account+${string}` | `${string}-transaction_list_missing_receipt+${string}` | `${string}-transaction_list_of_account_by_class+${string}` | `${string}-transaction_detail+${string}` | `${string}-cash_in_cash_out+${string}` | `${string}-insights_dashboard+${string}` | `${string}-company_details+${string}` | `${string}-class_list+${string}` | `${string}-account_list+${string}` | `${string}-account_list_by_type+${string}` | `${string}-vendor+${string}` | `${string}-task_card+${string}` | `${string}-bill_pay+${string}` | `${string}-reimbursement+${string}` | `${string}-bill_pay_card+${string}` | `${string}-reimbursement_card+${string}` | `${string}-bill_pay_promo_card+${string}` | `${string}-zeni_accounts+${string}` | `${string}-zeni_accounts_promo_card+${string}` | `${string}-charge_cards+${string}` | `${string}-reimbursement_promo_card+${string}` | `${string}-onboarding+${string}` | `${string}-operating_expenses_by_vendor+${string}` | `${string}-operating_expenses_by_vendor_summary+${string}` | `${string}-vendors_tab+${string}` | `${string}-accounts_payable_aging+${string}` | `${string}-accounts_receivable_aging+${string}` | `${string}-vendor_global_review+${string}` | `${string}-prepaid_expenses+${string}` | `${string}-fixed_assets+${string}` | `${string}-notification+${string}` | `${string}-rewards_card+${string}` | `${string}-billing+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}`;
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export type AccountKey = ReturnType<typeof getAccountKey>;
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export declare const toReconciliationAccountSource: (v: string) => "plaid" | "bank_statement";
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export type ReconciliationAccountSourceType = ReturnType<typeof toReconciliationAccountSource>;
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export declare const toReconciliationAccountSourceStrict: (v: string | null | undefined) => ReconciliationAccountSourceType | undefined;
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export interface AccountState {
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accountsByKey: Record<AccountKey, Account>;
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}
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@@ -41,7 +38,6 @@ export interface AccountBase {
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logo?: ZeniUrl;
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qboId?: ID;
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coaId?: ID;
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reconciliationSource?: ReconciliationAccountSourceType;
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}
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export interface RecommendedAccountBase extends AccountBase, RecommendationBase {
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}
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@@ -1,6 +1,6 @@
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.
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exports.toAccountLabelStrict = exports.toAccountTypeStrict = exports.toAccountType = void 0;
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exports.getAccountKey = getAccountKey;
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const nestedAccountID_1 = require("../../commonStateTypes/accountView/nestedAccountID");
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const nestedClassID_1 = require("../../commonStateTypes/classesView/nestedClassID");
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@@ -64,8 +64,3 @@ function getAccountKey(reportIdUniqueKey, accountId, classesViewParentId, accoun
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}
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return `${accountId}-${reportIdUniqueKey}`;
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}
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const ALL_RECONCILIATION_ACCOUNT_SOURCES = ['plaid', 'bank_statement'];
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const toReconciliationAccountSource = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_RECONCILIATION_ACCOUNT_SOURCES);
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exports.toReconciliationAccountSource = toReconciliationAccountSource;
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const toReconciliationAccountSourceStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v !== null && v !== void 0 ? v : '', ALL_RECONCILIATION_ACCOUNT_SOURCES);
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exports.toReconciliationAccountSourceStrict = toReconciliationAccountSourceStrict;
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@@ -3,23 +3,16 @@ import { CurrencyPayload } from '../../commonPayloadTypes/v2/viewAndReportPayloa
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import { ID } from '../../commonStateTypes/common';
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import { MatchedTransactionPayload } from '../transaction/payloadTypes/reconciliationTransactionPayloads';
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import { AccountReconciliationData, RecommendedReviewTransaction, TransactionsToReview } from './accountReconState';
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export interface StatementMetaDataPayload {
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file_id: string;
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statement_upload_id: string;
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}
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export interface ReconciliationDataPayload {
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reconciliation_id: string | null;
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account_id: ID;
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transactions: ReconcileReviewTransactionsPayload;
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bank_status: StatusCodeWithLabelPayload;
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statement_status: StatusCodeWithLabelPayload;
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currency: CurrencyPayload;
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start_date: string;
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end_date: string;
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balance_data_status: StatusCodeWithLabelPayload | null;
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statement_data_status: StatusCodeWithLabelPayload | null;
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status: StatusCodeWithLabelPayload | null;
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statement_meta_data: StatementMetaDataPayload | null;
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variance: number | null;
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bank_balance: number | null;
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cleared_balance: number | null;
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@@ -67,28 +67,12 @@ const toAccountReconciliationData = (payload) => {
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label: payload.status.label,
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}
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: undefined,
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statementStatus: {
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code: (0, accountReconState_1.toStatementStatusCodeType)(payload.statement_status.code),
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label: payload.statement_status.label,
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},
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balanceDataStatus: payload.balance_data_status
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? {
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code: (0, accountReconState_1.toBalanceDataStatusCodeType)(payload.balance_data_status.code),
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label: payload.balance_data_status.label,
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}
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: undefined,
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statementDataStatus: payload.statement_data_status
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? {
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code: (0, accountReconState_1.toStatementDataStatusCodeType)(payload.statement_data_status.code),
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label: payload.statement_data_status.label,
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}
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: undefined,
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statementMetaData: payload.statement_meta_data
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? {
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fileId: payload.statement_meta_data.file_id,
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statementUploadId: payload.statement_meta_data.statement_upload_id,
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}
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: undefined,
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currency: {
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currencyCode: payload.currency.currency_code,
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currencySymbol: payload.currency.currency_symbol,
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import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
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import { DeleteStatementResponsePayload, UploadStatementResponsePayload } from '../../view/expenseAutomationView/payload/reconciliationPayload';
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import { ReconciliationDataPayload } from './accountReconPayload';
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import { AccountReconState } from './accountReconState';
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export declare const initialState: AccountReconState;
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@@ -12,12 +11,6 @@ export declare const updateAccountRecon: import("@reduxjs/toolkit").ActionCreato
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}, "accountRecon/excludeReconReviewTransaction", never, never>, clearAllAccountRecon: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"accountRecon/clearAllAccountRecon">, addTransactionToReconcileList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountReconKey: string, transactionId: string], {
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accountReconKey: string;
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transactionId: string;
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}, "accountRecon/addTransactionToReconcileList", never, never
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accountReconKey: string;
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statementDataPayload: DeleteStatementResponsePayload;
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}, "accountRecon/updateAccountReconDeleteStatement", never, never>, updateAccountReconUploadStatement: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountReconKey: string, payload: UploadStatementResponsePayload], {
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accountReconKey: string;
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payload: UploadStatementResponsePayload;
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}, "accountRecon/updateAccountReconUploadStatement", never, never>;
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}, "accountRecon/addTransactionToReconcileList", never, never>;
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declare const _default: import("redux").Reducer<AccountReconState>;
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export default _default;
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exports.
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exports.addTransactionToReconcileList = exports.clearAllAccountRecon = exports.excludeReconReviewTransaction = exports.updateAccountRecon = exports.initialState = void 0;
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const toolkit_1 = require("@reduxjs/toolkit");
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const accountReconPayload_1 = require("./accountReconPayload");
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const accountReconState_1 = require("./accountReconState");
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doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload);
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},
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updateAccountReconUploadStatement: {
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prepare(accountReconKey, payload) {
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return {
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payload: {
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accountReconKey,
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payload,
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},
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};
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},
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reducer(draft, action) {
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const { accountReconKey, payload } = action.payload;
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draft.accountReconByAccountReconKey[accountReconKey] = Object.assign(Object.assign({}, draft.accountReconByAccountReconKey[accountReconKey]), { statementStatus: {
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code: (0, accountReconState_1.toStatementStatusCodeType)(payload.statement_upload.statement_status.code),
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label: payload.statement_upload.statement_status.label,
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}, statementDataStatus: {
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code: (0, accountReconState_1.toStatementDataStatusCodeType)(payload.statement_upload.statement_data_status.code),
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label: payload.statement_upload.statement_data_status.label,
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}, statementMetaData: {
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statementUploadId: payload.statement_upload.statement_upload_id,
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} });
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},
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},
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updateAccountReconDeleteStatement: {
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return {
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const { accountReconKey, statementDataPayload } = action.payload;
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draft.accountReconByAccountReconKey[accountReconKey] = Object.assign(Object.assign({}, draft.accountReconByAccountReconKey[accountReconKey]), { statementStatus: {
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code: (0, accountReconState_1.toStatementStatusCodeType)((_a = statementDataPayload.statement_upload.statement_status) === null || _a === void 0 ? void 0 : _a.code),
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label: (_b = statementDataPayload.statement_upload.statement_status) === null || _b === void 0 ? void 0 : _b.label,
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}, statementDataStatus: statementDataPayload.statement_upload.statement_data_status != null
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? {
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code: (0, accountReconState_1.toStatementDataStatusCodeType)(statementDataPayload.statement_upload.statement_data_status
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.code),
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fileId: statementDataPayload.statement_upload.statement_meta_data
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statementUploadId: statementDataPayload.statement_upload.statement_meta_data
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: undefined });
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});
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_a = accountRecon.actions, exports.updateAccountRecon = _a.updateAccountRecon, exports.excludeReconReviewTransaction = _a.excludeReconReviewTransaction, exports.clearAllAccountRecon = _a.clearAllAccountRecon, exports.addTransactionToReconcileList = _a.addTransactionToReconcileList
|
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+
_a = accountRecon.actions, exports.updateAccountRecon = _a.updateAccountRecon, exports.excludeReconReviewTransaction = _a.excludeReconReviewTransaction, exports.clearAllAccountRecon = _a.clearAllAccountRecon, exports.addTransactionToReconcileList = _a.addTransactionToReconcileList;
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exports.default = accountRecon.reducer;
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const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) => {
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accountReconDataPayload.forEach((accountReconData) => {
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@@ -4,30 +4,17 @@ import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
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import { RootState } from '../../reducer';
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import { ZeniDate } from '../../zeniDayJS';
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import { AccountBase } from '../account/accountState';
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import { File } from '../file/fileState';
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import { MatchedTransaction } from '../transaction/stateTypes/reconciliationTransaction';
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import { User } from '../user/userState';
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import { BalanceDataStatusCodeType, ReconciliationStatusCodeType,
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import { BalanceDataStatusCodeType, ReconciliationStatusCodeType, TransactionsToReview } from './accountReconState';
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export interface AccountReconciliationEntity {
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account: AccountBase;
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startDate: ZeniDate;
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endDate: ZeniDate;
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reconUpdatedAt?: ZeniDate;
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transactionsToReview: TransactionsToReview[];
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transactionsToReconcile: MatchedTransaction[];
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currency: Currency;
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statementStatus: {
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code: StatementStatusCodeType;
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label: string;
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};
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statementDataStatus?: {
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code: StatementDataStatusCodeType;
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label: string;
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};
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statementMetaData?: {
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file: File | undefined;
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statementUploadId?: ID;
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};
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reconUpdatedAt?: ZeniDate;
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reconciliationId?: ID;
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user?: User;
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balance?: Amount;
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@@ -3,12 +3,10 @@ Object.defineProperty(exports, "__esModule", { value: true });
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exports.getAccountReconByAccountIdAndSelectedPeriod = void 0;
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const toolkit_1 = require("@reduxjs/toolkit");
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const accountSelector_1 = require("../account/accountSelector");
|
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const fileSelector_1 = require("../file/fileSelector");
|
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const transactionSelector_1 = require("../transaction/transactionSelector");
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const userSelector_1 = require("../user/userSelector");
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const accountReconState_1 = require("./accountReconState");
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exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelector)((state) => state.accountState, (state) => state.userState, (state) => state.transactionState, (state) => state.accountReconState, (
|
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var _a, _b;
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exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelector)((state) => state.accountState, (state) => state.userState, (state) => state.transactionState, (state) => state.accountReconState, (_state, accountId) => accountId, (_state, _accountId, selectedPeriod) => selectedPeriod, (accountState, userState, transactionState, accountReconState, accountId, selectedPeriod) => {
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const accountReconKey = (0, accountReconState_1.toAccountReconKey)(accountId, selectedPeriod);
|
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const accountRecon = accountReconState.accountReconByAccountReconKey[accountReconKey];
|
|
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12
|
if (accountRecon == null) {
|
|
@@ -39,14 +37,6 @@ exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelect
|
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initialClearedBalance: accountRecon.initialClearedBalance,
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reconciliationId: accountRecon.reconciliationId,
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user,
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statementStatus: accountRecon.statementStatus,
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statementDataStatus: accountRecon.statementDataStatus,
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statementMetaData: {
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file: ((_a = accountRecon.statementMetaData) === null || _a === void 0 ? void 0 : _a.fileId) != null
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? (0, fileSelector_1.getFileByFileId)(fileState, accountRecon.statementMetaData.fileId)
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: undefined,
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statementUploadId: (_b = accountRecon.statementMetaData) === null || _b === void 0 ? void 0 : _b.statementUploadId,
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},
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|
reconUpdatedAt: accountRecon.reconUpdatedAt,
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transactionsToReview: accountRecon.transactionsToReview,
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transactionsToReconcile,
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|
@@ -10,12 +10,8 @@ export declare const toReconciliationStatusCodeType: (v: string) => "failed" | "
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export type ReconciliationStatusCodeType = ReturnType<typeof toReconciliationStatusCodeType>;
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export declare const toBalanceDataStatusCodeType: (v: string) => "completed" | "in_progress" | "not_found";
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export type BalanceDataStatusCodeType = ReturnType<typeof toBalanceDataStatusCodeType>;
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-
export declare const toBankStatusCodeType: (v: string) => "
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export declare const toBankStatusCodeType: (v: string) => "connected" | "not_connected" | "reconnect";
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export type BankStatusCodeType = ReturnType<typeof toBankStatusCodeType>;
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export declare const toStatementDataStatusCodeType: (v: string) => "not_connected" | "parsing" | "parsing_failed" | "validated" | "validation_failed" | "deleting" | "deleted";
|
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export type StatementDataStatusCodeType = ReturnType<typeof toStatementDataStatusCodeType>;
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export declare const toStatementStatusCodeType: (v: string) => "not_found" | "uploaded";
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export type StatementStatusCodeType = ReturnType<typeof toStatementStatusCodeType>;
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export declare const toAccountReconKey: (accountId: ID, selectedPeriod: MonthYearPeriod) => string;
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|
export type AccountReconKey = ReturnType<typeof toAccountReconKey>;
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export interface AccountReconState {
|
|
@@ -28,10 +24,6 @@ export interface AccountReconciliationData {
|
|
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|
transactionsToReview: TransactionsToReview[];
|
|
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25
|
transactionsToReconcile: ID[];
|
|
30
26
|
currency: Currency;
|
|
31
|
-
statementStatus: {
|
|
32
|
-
code: StatementStatusCodeType;
|
|
33
|
-
label: string;
|
|
34
|
-
};
|
|
35
27
|
reconciliationId?: ID;
|
|
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|
variance?: Amount;
|
|
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|
variancePercentage?: number;
|
|
@@ -43,14 +35,6 @@ export interface AccountReconciliationData {
|
|
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|
code: BalanceDataStatusCodeType;
|
|
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36
|
label: string;
|
|
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37
|
};
|
|
46
|
-
statementDataStatus?: {
|
|
47
|
-
code: StatementDataStatusCodeType;
|
|
48
|
-
label: string;
|
|
49
|
-
};
|
|
50
|
-
statementMetaData?: {
|
|
51
|
-
fileId?: ID;
|
|
52
|
-
statementUploadId?: ID;
|
|
53
|
-
};
|
|
54
38
|
reconciliationStatus?: {
|
|
55
39
|
code: ReconciliationStatusCodeType;
|
|
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40
|
label: string;
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
"use strict";
|
|
2
2
|
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.toAccountReconKey = exports.
|
|
3
|
+
exports.toAccountReconKey = exports.toBankStatusCodeType = exports.toBalanceDataStatusCodeType = exports.toReconciliationStatusCodeType = exports.toRecommendedActionCodeType = void 0;
|
|
4
4
|
const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
|
|
5
5
|
const timePeriod_1 = require("../../commonStateTypes/timePeriod");
|
|
6
6
|
const RECOMMENDED_ACTION_CODE = [
|
|
@@ -29,27 +29,8 @@ const BALANCE_DATA_STATUS_CODE = [
|
|
|
29
29
|
];
|
|
30
30
|
const toBalanceDataStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, BALANCE_DATA_STATUS_CODE);
|
|
31
31
|
exports.toBalanceDataStatusCodeType = toBalanceDataStatusCodeType;
|
|
32
|
-
const BANK_STATUS_CODE = [
|
|
33
|
-
'not_found',
|
|
34
|
-
'connected',
|
|
35
|
-
'not_connected',
|
|
36
|
-
'reconnect',
|
|
37
|
-
];
|
|
32
|
+
const BANK_STATUS_CODE = ['connected', 'not_connected', 'reconnect'];
|
|
38
33
|
const toBankStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, BANK_STATUS_CODE);
|
|
39
34
|
exports.toBankStatusCodeType = toBankStatusCodeType;
|
|
40
|
-
const STATEMENT_DATA_STATUS_CODE = [
|
|
41
|
-
'not_connected',
|
|
42
|
-
'parsing',
|
|
43
|
-
'parsing_failed',
|
|
44
|
-
'validated',
|
|
45
|
-
'validation_failed',
|
|
46
|
-
'deleting',
|
|
47
|
-
'deleted',
|
|
48
|
-
];
|
|
49
|
-
const toStatementDataStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, STATEMENT_DATA_STATUS_CODE);
|
|
50
|
-
exports.toStatementDataStatusCodeType = toStatementDataStatusCodeType;
|
|
51
|
-
const STATEMENT_STATUS_CODE = ['not_found', 'uploaded'];
|
|
52
|
-
const toStatementStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, STATEMENT_STATUS_CODE);
|
|
53
|
-
exports.toStatementStatusCodeType = toStatementStatusCodeType;
|
|
54
35
|
const toAccountReconKey = (accountId, selectedPeriod) => `${accountId}-${(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)}`;
|
|
55
36
|
exports.toAccountReconKey = toAccountReconKey;
|
|
@@ -1,24 +1,24 @@
|
|
|
1
1
|
import { ID } from '../../commonStateTypes/common';
|
|
2
2
|
export interface FilePayload {
|
|
3
|
+
file_size_unit: string;
|
|
4
|
+
update_time?: string | null;
|
|
5
|
+
user_id?: string | null;
|
|
3
6
|
image_file_ids: string[];
|
|
4
|
-
|
|
7
|
+
document_side: string;
|
|
5
8
|
image_files: ImageFilePayload[];
|
|
6
9
|
checksum: string;
|
|
7
|
-
file_id: string;
|
|
8
10
|
file_size: number;
|
|
9
|
-
|
|
10
|
-
file_size_unit: string;
|
|
11
|
-
file_location: string;
|
|
11
|
+
company_id?: string | null;
|
|
12
12
|
signed_url: string;
|
|
13
13
|
extension: string;
|
|
14
14
|
create_time: string;
|
|
15
|
+
file_id: string;
|
|
15
16
|
content_type: string;
|
|
17
|
+
file_name: string;
|
|
16
18
|
purpose_id: string;
|
|
17
19
|
create_userid: string;
|
|
18
|
-
|
|
19
|
-
|
|
20
|
-
company_id?: string | null;
|
|
21
|
-
update_time?: string | null;
|
|
20
|
+
file_location: string;
|
|
21
|
+
document_type: string;
|
|
22
22
|
update_userid?: string | null;
|
|
23
23
|
}
|
|
24
24
|
interface ImageFilePayload {
|
|
@@ -7,10 +7,14 @@ export interface FileState {
|
|
|
7
7
|
}
|
|
8
8
|
export interface File {
|
|
9
9
|
fileSizeUnit: FileSizeUnit;
|
|
10
|
+
updateTime?: ZeniDate;
|
|
11
|
+
userId?: ID;
|
|
10
12
|
imageFileIds: string[];
|
|
13
|
+
documentSide?: AllowedDocumentSideType;
|
|
11
14
|
imageFiles: ImageFile[];
|
|
12
15
|
checksum: string;
|
|
13
16
|
fileSize: number;
|
|
17
|
+
companyId?: ID;
|
|
14
18
|
signedUrl: ZeniUrl;
|
|
15
19
|
extension: SupportedFileFormatType;
|
|
16
20
|
createTime: ZeniDate;
|
|
@@ -21,10 +25,6 @@ export interface File {
|
|
|
21
25
|
createUserid: ID;
|
|
22
26
|
fileLocation: string;
|
|
23
27
|
documentType: AllowedDocumentType;
|
|
24
|
-
updateTime?: ZeniDate;
|
|
25
|
-
userId?: ID;
|
|
26
|
-
documentSide?: AllowedDocumentSideType;
|
|
27
|
-
companyId?: ID;
|
|
28
28
|
updateUserId?: ID;
|
|
29
29
|
}
|
|
30
30
|
interface ImageFile {
|
package/lib/index.d.ts
CHANGED
|
@@ -38,7 +38,7 @@ import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewRe
|
|
|
38
38
|
import { PageToken, Report, ReportFormat, ReportID, ReportIDPlusForecastID, SelectorReport, SelectorView, View, toReportFormatStrict, toReportID } from './commonStateTypes/viewAndReport/viewAndReport';
|
|
39
39
|
import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday } from './commonStateTypes/workingDayHelper';
|
|
40
40
|
import { AccountReport, AccountWithBalanceReport } from './entity/account/accountSelector';
|
|
41
|
-
import { Account, AccountBase, AccountType, RecommendedAccountBase,
|
|
41
|
+
import { Account, AccountBase, AccountType, RecommendedAccountBase, StatementCloseDay, toAccountType } from './entity/account/accountState';
|
|
42
42
|
import { NestedAccountReport } from './entity/account/subAccountSelector';
|
|
43
43
|
import { AccountGroupReport } from './entity/accountGroup/accountGroupSelector';
|
|
44
44
|
import { AccountGroup, AccountGroupKey, AccountGroupType, getAccountGroupKey, toAccountGroupType } from './entity/accountGroup/accountGroupState';
|
|
@@ -47,7 +47,7 @@ import { AccountGroupReportV2 } from './entity/accountGroup/accountGroupV2Select
|
|
|
47
47
|
* Expense Automation Exports starts
|
|
48
48
|
*/
|
|
49
49
|
import { AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod } from './entity/accountRecon/accountReconSelector';
|
|
50
|
-
import { BalanceDataStatusCodeType, BankStatusCodeType, RecommendedActionCodeType, ReconciliationStatusCodeType,
|
|
50
|
+
import { BalanceDataStatusCodeType, BankStatusCodeType, RecommendedActionCodeType, ReconciliationStatusCodeType, TransactionsToReview } from './entity/accountRecon/accountReconState';
|
|
51
51
|
import { getAddressByAddressId } from './entity/address/addressSelector';
|
|
52
52
|
import { Address } from './entity/address/addressState';
|
|
53
53
|
import { Actor, ActorType, ApprovalActionType, ApprovalRule, ApprovalRuleState, Approvers, AttributeType, RoleType, Step, StepOperatorType, toAttributeOrRoleTypeStrict, toAttributeTypeStrict, toRoleTypeStrict } from './entity/approvalRule/approvalRuleState';
|
|
@@ -249,17 +249,15 @@ import { UserAndRole } from './view/companyView/types/userAndRole';
|
|
|
249
249
|
import { fetchDashboard } from './view/dashboard/dashboardReducer';
|
|
250
250
|
import { DashboardReport, getDashboard } from './view/dashboard/dashboardSelector';
|
|
251
251
|
import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutReducer';
|
|
252
|
-
import uploadAccountStatementIntoDocumentAI from './view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper';
|
|
253
252
|
import { fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedPeriod, updateCurrentSelectedView } from './view/expenseAutomationView/expenseAutomationViewReducer';
|
|
254
253
|
import { getExpenseAutomationView } from './view/expenseAutomationView/expenseAutomationViewSelector';
|
|
255
254
|
import { ExpenseAutomationViewState, ExpenseAutomationViewType, toExpenseAutomationViewType } from './view/expenseAutomationView/expenseAutomationViewState';
|
|
256
255
|
import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType } from './view/expenseAutomationView/helpers/reconciliationHelpers';
|
|
257
256
|
import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
|
|
258
|
-
import { UploadStatementDocumentAIPayload, UploadStatementDocumentAIResponse } from './view/expenseAutomationView/payload/reconciliationPayload';
|
|
259
257
|
import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
|
|
260
258
|
import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
|
|
261
259
|
import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
|
|
262
|
-
import {
|
|
260
|
+
import { fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
|
|
263
261
|
import { clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
|
|
264
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import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
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import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
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import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
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import { AccountSettingsLocalData, JEScheduleLocalData } from './view/expenseAutomationView/types/jeSchedulesViewState';
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import { MissingReceiptsSortKey as ExpenseAutomationMissingReceiptsSortKey, MissingReceiptsViewState as ExpenseAutomationMissingReceiptsViewState, MissingReceiptsViewUIState as ExpenseAutomationMissingReceiptsViewUIState, toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey } from './view/expenseAutomationView/types/missingReceiptsViewState';
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import {
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import { ReconciliationViewTabType as ExpenseAutomationReconciliationViewTab, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReconcileTabLocalData, ReconciliationReviewTabLocalData, SaveReconcileDetailActionPayload as SaveExpenseAutomationReconciliationActionType, toReconciliationTabsType } from './view/expenseAutomationView/types/reconciliationViewState';
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import { TransactionsTab as ExpenseAutomationTransactionsTab, TransactionsViewState as ExpenseAutomationTransactionsViewState, TransactionsViewUIState as ExpenseAutomationTransactionsViewUIState, SupportedTransactionCategorization, TransactionCategorizationLineItemData, TransactionReviewLocalData, TransactionsSortKey, TransactionsTab, toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey } from './view/expenseAutomationView/types/transactionsViewState';
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import downloadFile from './view/fileView/fileDownloadHelpers';
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import uploadFile, { AuthParams, AuthParamsPayload, FileMetadataPayload } from './view/fileView/fileUploadHelpers';
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@@ -596,7 +594,7 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
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export { ClassesViewSelectorReportV2 };
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export { BalancesTimeseries, TrendTimeseries, BalanceKind };
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export { fetchMonthEndCloseChecks, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
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export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView,
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export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, BankStatusCodeType, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, };
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export { JEScheduleLocalData };
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export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
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export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
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