@zeniai/client-epic-state 4.19.28 → 4.19.30

package/lib/esm/view/dashboard/dashboardSelector.js

@@ -0,0 +1,278 @@
+import { createSelector } from '@reduxjs/toolkit';
+import { newBalancesFilter } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
+import { reduceFetchState } from '../../commonStateTypes/reduceFetchState';
+import { getCurrentTenant, getTenantsByCheckInDateSelector, } from '../../entity/tenant/tenantSelector';
+import { hasAdminLevelAccess, hasInvestorBankerLevelAccess, isZeniSignedInUser, } from '../../entity/userRole/userRoleType';
+import { getApAgingReport } from '../apAgingView/apAgingReport/apAgingSelector';
+import { getArAgingReport } from '../arAgingView/arAgingReport/arAgingSelector';
+import { getBillPayCardReport } from '../billPayCard/billPayCardSelector';
+import { getCardBalance } from '../cardBalance/cardBalanceSelector';
+import { getCashBalance } from '../cashBalance/cashBalanceSelector';
+import { getCashInCashOut } from '../cashInCashOut/cashInCashOutSelector';
+import { getCashPosition } from '../cashPosition/cashPositionSelector';
+import { getCompanyPassportView } from '../companyView/selector/companyPassportViewSelector';
+import { getDashboardCardsOrdered } from '../dashboardLayout/dashboardLayoutSelector';
+import { getInsights } from '../insightsCard/insightsCardSelector';
+import { getMonthEndCloseChecksViewByTenantId } from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';
+import { getNetBurnOrIncomeReport } from '../netBurnOrIncome/netBurnOrIncomeSelector';
+import { getNetBurnOrIncomeStoryCardReport } from '../netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardSelector';
+import { getOperatingExpensesReport } from '../opEx/opExSelector';
+import { getRewardsPlanCard } from '../referralView/referralSelector';
+import { getReimbursementCardReport } from '../reimbursementCard/reimbursementCardSelector';
+import { getRevenueReport } from '../revenue/revenueSelector';
+import { getTasksCardReport } from '../tasksCard/tasksCardSelector';
+import { getTop6Expenses } from '../topEx/topExSelector';
+import { getZeniAccountsPromoCard } from '../zeniAccountsPromoCard/zeniAccountsPromoCardSelector';
+const getNetBurnOrIncomeForLast4Periods = (state) => {
+    return getNetBurnOrIncomeReport(state.accountState, state.accountGroupState, state.sectionAccountsViewState, state.netBurnOrIncomeState, state.forecastState, state.forecastListState, newBalancesFilter(state.netBurnOrIncomeState.netBurnOrIncome.firstMonthOfFY, state.netBurnOrIncomeState.uiState.timeframe, 4, undefined, 'ascending_date', state.netBurnOrIncomeState.uiState.selectedAdditionalBalances));
+};
+const getOperatingExpensesForLast5Periods = (state) => {
+    return getOperatingExpensesReport(state, newBalancesFilter(state.opExState.opEx.firstMonthOfFY, state.opExState.uiState.timeframe, 5, undefined, 'ascending_date', state.opExState.uiState.selectedAdditionalBalances));
+};
+const getRevenueForLast4Periods = (state) => getRevenueReport(newBalancesFilter(state.revenueState.revenue.firstMonthOfFY, state.revenueState.uiState.timeframe, 4, undefined, 'ascending_date', state.revenueState.uiState.selectedAdditionalBalances), state.accountState, state.accountGroupState, state.sectionAccountsViewState, state.forecastListState, state.revenueState, state.forecastState);
+const getCashPositionLast5Periods = (state) => getCashPosition(state.accountState, state.cashPositionState, newBalancesFilter(state.cashPositionState.firstMonthOfFY, state.cashPositionState.uiState.timeframe, 5, undefined, 'ascending_date', state.cashPositionState.uiState.selectedAdditionalBalances));
+const getCashInCashOutLast4Periods = (state) => getCashInCashOut(state.accountState, state.accountGroupState, state.cashInCashOutState, newBalancesFilter(state.cashInCashOutState.firstMonthOfFY, state.cashInCashOutState.uiState.timeframe, 4, undefined, 'ascending_date', state.cashInCashOutState.uiState.selectedAdditionalBalances));
+const getNetBurnOrIncomeStoryCard = (state) => getNetBurnOrIncomeStoryCardReport(state);
+const apAgingSelector = (state) => getApAgingReport(state);
+const arAgingSelector = (state) => getArAgingReport(state);
+const tenantSelector = createSelector(getTenantsByCheckInDateSelector, getCurrentTenant, (tenantsOrdered, currentTenant) => ({
+    tenantsOrdered,
+    currentTenant,
+}));
+export const getDashboard = createSelector(tenantSelector, getCardBalance, getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, getInsights, getCompanyPassportView, getTasksCardReport, getBillPayCardReport, getReimbursementCardReport, apAgingSelector, arAgingSelector, getZeniAccountsPromoCard, getRewardsPlanCard, getDashboardCardsOrdered, (state) => {
+    const currentTenant = getCurrentTenant(state);
+    return getMonthEndCloseChecksViewByTenantId(state, currentTenant.tenantId);
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isTreasuryFeatureEnabled, isTreasuryVideoClosed) => {
+    const isReimbursementFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
+        .isReimbursementFeatureEnabled;
+    const isBillPayFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
+        .isBillPayFeatureEnabled;
+    const isAdmin = Boolean(tenants.currentTenant?.userRole) === true
+        ? hasAdminLevelAccess(tenants.currentTenant.userRole)
+        : false;
+    const isInvestorBanker = Boolean(tenants.currentTenant?.userRole) === true
+        ? hasInvestorBankerLevelAccess(tenants.currentTenant.userRole)
+        : false;
+    const hasTopExAccess = tenants.currentTenant?.excludedResources?.resources?.find((resource) => resource.resource === '/reports/top_expenses') == null;
+    const hasTasksCardAccess = tenants.currentTenant?.excludedResources?.resources?.find((resource) => resource.resource === '/reports/task_card') == null;
+    let cardsCopy = [...cards];
+    const cardsToRemove = new Set();
+    const chargeCardInfo = tenants.currentTenant.companyChargeCardInfo?.info;
+    const creditAccountLimit = chargeCardInfo?.chargeCardsCreditAccountLimit ?? 0;
+    let isZeniPromoCardOn4thPosition = true;
+    const isChargeCardEnabled = chargeCardInfo?.isChargeCardEnabled ?? false;
+    if (cardBalance != null &&
+        cardBalance.fetchState === 'Completed' &&
+        (cardBalance.accountsInOrder.length === 0 ||
+            cardBalance.status?.code !== 200)) {
+        cardsToRemove.add('card_balance');
+        isZeniPromoCardOn4thPosition = false;
+    }
+    if (isChargeCardEnabled || creditAccountLimit === -1) {
+        cardsToRemove.add('zeni_promo_card');
+        isZeniPromoCardOn4thPosition = false;
+    }
+    if (hasTopExAccess === false) {
+        cardsToRemove.add('top_expenses');
+    }
+    const connectionName = tenants.currentTenant?.externalConnections?.accounting[0]?.connectionName;
+    if (connectionName === 'netsuite') {
+        cardsToRemove.add('cash_in_cash_out');
+    }
+    const { isUncategorizedExpenseAccountIdentified, isUncategorizedIncomeAccountIdentified, numOfBillsPendingApproval, numOfReimbursementsPendingApproval, } = tasksCard.tasks;
+    const showUncategorizedAccountMapping = isUncategorizedExpenseAccountIdentified === false ||
+        isUncategorizedIncomeAccountIdentified === false;
+    // Filter out task card if tenant is Expense Automation and there are no tasks other than Expense
+    const isZeniUser = isZeniSignedInUser(signedInUser);
+    const isExpenseAutomationEnabledForUser = isExpenseAutomationFeatureEnabledV2 ||
+        (isExpenseAutomationFeatureEnabled && isZeniUser);
+    const isEmptyTaskCardForExpenseAutomation = showUncategorizedAccountMapping !== true &&
+        numOfBillsPendingApproval === 0 &&
+        numOfReimbursementsPendingApproval === 0 &&
+        isExpenseAutomationEnabledForUser;
+    if (tasksCard.showCard === false ||
+        hasTasksCardAccess === false ||
+        isEmptyTaskCardForExpenseAutomation) {
+        cardsToRemove.add('task_card');
+    }
+    const isBankerOrInvestor = tenants.currentTenant?.userRole != null &&
+        hasInvestorBankerLevelAccess(tenants.currentTenant?.userRole);
+    const hasBillPayAccess = tenants.currentTenant.excludedResources?.resources?.find((resource) => resource.resource === '/bills') == null && !isBankerOrInvestor;
+    const hasReimbursementAccess = tenants.currentTenant.excludedResources?.resources?.find((resource) => resource.resource === '/reimbursements') == null;
+    //fix for https://app.clickup.com/t/10555925/POD2-2832
+    if (hasBillPayAccess &&
+        hasReimbursementAccess &&
+        isReimbursementFeatureEnabled === true &&
+        isAdmin) {
+        if (billPayCard.fetchState === 'Completed' &&
+            billPayCard.transactionCount === 0 &&
+            reimbursementCard.fetchState === 'Completed' &&
+            reimbursementCard.transactionCount === 0) {
+            cardsToRemove.add('bill_pay_card');
+            cardsToRemove.add('reimbursement_card');
+        }
+        else if (billPayCard.fetchState === 'Completed' &&
+            reimbursementCard.fetchState === 'Completed' &&
+            billPayCard.transactionCount === 0 &&
+            reimbursementCard.transactionCount !== 0) {
+            cardsToRemove.add('bill_pay_card');
+            cardsToRemove.add('reimbursement_promo_card');
+        }
+        else if (billPayCard.fetchState === 'Completed' &&
+            reimbursementCard.fetchState === 'Completed' &&
+            reimbursementCard.transactionCount === 0 &&
+            billPayCard.transactionCount !== 0) {
+            cardsToRemove.add('reimbursement_card');
+            cardsToRemove.add('bill_pay_promo_card');
+        }
+        else if (billPayCard.fetchState === 'Completed' &&
+            reimbursementCard.fetchState === 'Completed' &&
+            reimbursementCard.transactionCount !== 0 &&
+            billPayCard.transactionCount !== 0) {
+            cardsToRemove.add('bill_pay_promo_card');
+            cardsToRemove.add('reimbursement_promo_card');
+        }
+    }
+    else if (hasBillPayAccess && billPayCard.fetchState === 'Completed') {
+        cardsToRemove.add('reimbursement_card');
+        cardsToRemove.add('reimbursement_promo_card');
+        if (billPayCard.transactionCount === 0) {
+            cardsToRemove.add('bill_pay_card');
+        }
+        else {
+            cardsToRemove.add('bill_pay_promo_card');
+        }
+    }
+    else if (hasReimbursementAccess &&
+        reimbursementCard.fetchState === 'Completed') {
+        cardsToRemove.add('bill_pay_card');
+        cardsToRemove.add('bill_pay_promo_card');
+        if (reimbursementCard.transactionCount === 0) {
+            cardsToRemove.add('reimbursement_card');
+        }
+        else {
+            cardsToRemove.add('reimbursement_promo_card');
+        }
+    }
+    else if (hasReimbursementAccess === false && hasBillPayAccess === false) {
+        cardsToRemove.add('reimbursement_promo_card');
+        cardsToRemove.add('bill_pay_promo_card');
+        cardsToRemove.add('bill_pay_card');
+        cardsToRemove.add('reimbursement_card');
+    }
+    // //show cards carousel as priority, if ZC promo is coming in 2nd position, follow show promos based on Checking promo > Bills & Reimbursement promo
+    // //else if ZC promo is coming in 3rd position, follow ZC promo > Checking promo > Bills & Reimbursement promo
+    if (isZeniPromoCardOn4thPosition) {
+        cardsToRemove.add('bill_pay_promo_card');
+        cardsToRemove.add('reimbursement_promo_card');
+        cardsToRemove.add('zeni_accounts_promo_card');
+    }
+    else {
+        const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
+        if (showZeniAccountsPromoCard) {
+            cardsToRemove.add('bill_pay_promo_card');
+            cardsToRemove.add('reimbursement_promo_card');
+        }
+        else {
+            cardsToRemove.add('zeni_accounts_promo_card');
+        }
+    }
+    // remove treasury promo card if its already enabled
+    const isTreasuryTOSAccepted = tenants.currentTenant.companyTreasuryInfo?.info?.isTreasuryTOSAccepted;
+    if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
+        cardsToRemove.add('treasury_promo_card');
+    }
+    // More than one promo card can't be shown in the dashboard(Priority: Treasury>Cards>Accounts>Bill> Remi)
+    // There is an exception when number of card accounts connected to QBO is zero, in that case we replace card_balance tile in 2nd position with zeni_promo_card,
+    // so 3rd position tile could be any other promo card based on priority order.
+    const PROMO_CARD_PRIORITY_ORDER = [
+        'treasury_promo_card',
+        'zeni_promo_card',
+        'zeni_accounts_promo_card',
+        'bill_pay_promo_card',
+        'reimbursement_promo_card',
+    ];
+    const promoCards = PROMO_CARD_PRIORITY_ORDER;
+    const promoCardsTobeRetained = promoCards.filter((c) => !cardsToRemove.has(c));
+    if (promoCardsTobeRetained.length > 1) {
+        const cardsToKeep = new Set();
+        if (cardsToRemove.has('card_balance') &&
+            promoCardsTobeRetained.includes('zeni_promo_card')) {
+            // zeni_promo_card is the primary promo card when card_balance is removed
+            cardsToKeep.add('zeni_promo_card');
+            // Also keep the highest priority non-zeni promo card as the 2nd
+            const secondCard = promoCardsTobeRetained.find((card) => card !== 'zeni_promo_card');
+            if (secondCard != null) {
+                cardsToKeep.add(secondCard);
+            }
+        }
+        else {
+            // Keep only the highest priority promo card
+            cardsToKeep.add(promoCardsTobeRetained[0]);
+        }
+        // Remove all other promo cards not in cardsToKeep
+        promoCardsTobeRetained.forEach((card) => {
+            if (!cardsToKeep.has(card)) {
+                cardsToRemove.add(card);
+            }
+        });
+    }
+    cardsCopy = cardsCopy.filter((c) => !cardsToRemove.has(c));
+    const reportsInOrder = [
+        cashBalance,
+        cardBalance,
+        netBurnOrIncome,
+        netBurnOrIncomeStoryCard,
+        opEx,
+        revenue,
+        cashPosition,
+        cashInCashOut,
+        insightsView,
+        {
+            ...companyPassportView,
+            reportId: 'company_details',
+            reportTitle: 'Company Details',
+        },
+    ];
+    if (additionalExcludedReports.includes('expense_automation_card') === false) {
+        reportsInOrder.push(monthEndCloseChecksView);
+    }
+    if (additionalExcludedReports.includes('accounts_payable_aging') === false) {
+        reportsInOrder.push(apAgingReport);
+    }
+    if (additionalExcludedReports.includes('accounts_receivable_aging') === false) {
+        reportsInOrder.push(arAgingReport);
+    }
+    if (hasTopExAccess) {
+        reportsInOrder.push(topEx);
+    }
+    if (hasTasksCardAccess) {
+        reportsInOrder.push(tasksCard);
+    }
+    if (!isInvestorBanker && isBillPayFeatureEnabled === true) {
+        reportsInOrder.push(billPayCard);
+    }
+    if (isReimbursementFeatureEnabled === true && isAdmin) {
+        reportsInOrder.push(reimbursementCard);
+    }
+    if (additionalExcludedReports.includes('zeni_accounts_promo_card') === false) {
+        reportsInOrder.push(zeniAccountsPromoCard);
+    }
+    if (additionalExcludedReports.includes('rewards_card') === false) {
+        reportsInOrder.push(rewardsPlanCard);
+    }
+    const fetchState = reduceFetchState([...reportsInOrder, tenantState]);
+    const firstMonthOfFY = opEx.firstMonthOfFY;
+    return {
+        reportId: 'dashboard',
+        reportTitle: '',
+        version: '0',
+        cardsOrdered: cards,
+        fetchState: fetchState.fetchState,
+        firstMonthOfFY,
+        ...tenants,
+        reportsInOrder,
+        cardsForDashboardUI: cardsCopy,
+        isTreasuryVideoClosed,
+    };
+});

package/lib/esm/view/dashboard/dashboardState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/dashboardLayout/dashboardLayoutPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/dashboardLayout/dashboardLayoutReducer.js

@@ -0,0 +1,85 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const defaultCardsInOrder = [
+    'cash_balance',
+    'card_balance',
+    'zeni_promo_card',
+    'treasury_promo_card',
+    'expense_automation_card',
+    'zeni_accounts_promo_card',
+    'task_card',
+    'net_burn_or_income_story_card',
+    'bill_pay_promo_card',
+    'bill_pay_card',
+    'net_burn_or_income',
+    'operating_expenses',
+    'reimbursement_promo_card',
+    'reimbursement_card',
+    'cash_in_cash_out',
+    'cash_position',
+    'revenue',
+    'accounts_payable_aging',
+    'accounts_receivable_aging',
+    'top_expenses',
+    'insights_dashboard',
+    'company_details',
+    'information_card',
+    'rewards_card',
+];
+export const initialState = {
+    cardsInOrder: defaultCardsInOrder,
+    dashboardLayoutUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    fetchState: 'Not-Started',
+    error: undefined,
+    hasValidState() {
+        return this.fetchState === 'Completed';
+    },
+};
+const dashboardLayoutSlice = createSlice({
+    name: 'dashboardLayout',
+    initialState,
+    reducers: {
+        fetchDashboardLayout(draft) {
+            draft.fetchState = 'In-Progress';
+            draft.error = undefined;
+        },
+        fetchDashboardLayoutSuccess(draft, action) {
+            draft.fetchState = 'Completed';
+            draft.error = undefined;
+            draft.cardsInOrder = action.payload;
+        },
+        fetchDashboardLayoutFailure(draft, action) {
+            draft.fetchState = 'Error';
+            draft.error = action.payload;
+        },
+        updateDashboardLayout: {
+            reducer(draft, action) {
+                draft.dashboardLayoutUpdateStatus.fetchState = 'In-Progress';
+                draft.dashboardLayoutUpdateStatus.error = undefined;
+                draft.cardsInOrder = action.payload;
+            },
+            prepare(payload) {
+                return {
+                    payload,
+                };
+            },
+        },
+        updateDashboardLayoutSuccess(draft, action) {
+            draft.dashboardLayoutUpdateStatus.fetchState = 'Completed';
+            draft.dashboardLayoutUpdateStatus.error = undefined;
+            draft.fetchState = 'Completed';
+            draft.cardsInOrder = action.payload;
+        },
+        updateDashboardLayoutFailure(draft, action) {
+            draft.dashboardLayoutUpdateStatus.fetchState = 'Error';
+            draft.dashboardLayoutUpdateStatus.error = action.payload;
+        },
+        clearDashboardLayout(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchDashboardLayout, fetchDashboardLayoutSuccess, fetchDashboardLayoutFailure, updateDashboardLayout, updateDashboardLayoutSuccess, updateDashboardLayoutFailure, clearDashboardLayout, } = dashboardLayoutSlice.actions;
+export default dashboardLayoutSlice.reducer;

package/lib/esm/view/dashboardLayout/dashboardLayoutSelector.js

@@ -0,0 +1,3 @@
+export function getDashboardCardsOrdered(state) {
+    return state.dashboardLayoutState.cardsInOrder;
+}

package/lib/esm/view/dashboardLayout/dashboardLayoutState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/dashboardLayout/fetchDashboardLayoutEpic.js

@@ -0,0 +1,46 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { fetchDashboardLayout, fetchDashboardLayoutFailure, fetchDashboardLayoutSuccess, updateDashboardLayout, } from './dashboardLayoutReducer';
+import { defaultCardsInOrder } from './dashboardLayoutReducer';
+export const fetchDashboardLayoutEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchDashboardLayout.match), switchMap(() => zeniAPI
+    .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/webapp-preferences`)
+    .pipe(mergeMap((response) => {
+    if (isSuccessResponse(response) && response.data) {
+        const cardOrder = response.data.preferences
+            .card_order;
+        let updatedCardOrder = [...cardOrder];
+        const treasuryIdx = updatedCardOrder.indexOf('treasury_promo_card');
+        const zeniPromoIdx = updatedCardOrder.indexOf('zeni_promo_card');
+        // Swap zeni_promo_card before treasury_promo_card if needed
+        if (treasuryIdx !== -1 &&
+            zeniPromoIdx !== -1 &&
+            zeniPromoIdx > treasuryIdx) {
+            updatedCardOrder[treasuryIdx] = 'zeni_promo_card';
+            updatedCardOrder[zeniPromoIdx] =
+                'treasury_promo_card';
+            return of(updateDashboardLayout(updatedCardOrder));
+        }
+        // If treasury promo card is not in the response, add it at fourth position
+        if (treasuryIdx === -1) {
+            updatedCardOrder = [
+                ...cardOrder.slice(0, 3),
+                'treasury_promo_card',
+                ...cardOrder.slice(3),
+            ];
+            return of(updateDashboardLayout(updatedCardOrder));
+        }
+        return of(fetchDashboardLayoutSuccess(updatedCardOrder));
+    }
+    else {
+        const shouldCallPost = response.status.code === 404;
+        const actions = [
+            fetchDashboardLayoutFailure(response.status),
+        ];
+        if (shouldCallPost) {
+            actions.push(updateDashboardLayout(defaultCardsInOrder));
+        }
+        return of(...actions);
+    }
+}), catchError((error) => of(fetchDashboardLayoutFailure(createZeniAPIStatus('Unexpected Error', 'User preferences REST API call errored out' +
+    JSON.stringify(error))))))));

package/lib/esm/view/dashboardLayout/updateDashboardLayoutEpic.js

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+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { updateDashboardLayout, updateDashboardLayoutFailure, updateDashboardLayoutSuccess, } from './dashboardLayoutReducer';
+export const updateDashboardLayoutEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateDashboardLayout.match), switchMap((action) => {
+    const state = state$.value;
+    const shouldCallPost = state.dashboardLayoutState.fetchState === 'Error' &&
+        state.dashboardLayoutState.error?.code === 404;
+    const payload = {
+        preferences: { card_order: action.payload },
+    };
+    const saveDashBoardLayoutApi = shouldCallPost === true
+        ? zeniAPI.postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/webapp-preferences`, payload)
+        : zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/webapp-preferences`, payload);
+    return saveDashBoardLayoutApi.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data) {
+            return of(updateDashboardLayoutSuccess(response.data.preferences.card_order));
+        }
+        else {
+            return of(updateDashboardLayoutFailure(response.status));
+        }
+    }), catchError((error) => of(updateDashboardLayoutFailure(createZeniAPIStatus('Unexpected Error', 'User preferences put REST API call errored out' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic.js

@@ -0,0 +1,38 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAccountReconDeleteStatement } from '../../../../entity/accountRecon/accountReconReducer';
+import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
+import { removeFiles } from '../../../../entity/file/fileReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { deleteAccountStatement, deleteAccountStatementFailure, deleteAccountStatementSuccess, fetchReconciliation, } from '../../reducers/reconciliationViewReducer';
+export const deleteAccountStatementEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteAccountStatement.match), switchMap((action) => {
+    const { accountId, selectedPeriod, statementUploadId, fileId } = action.payload;
+    const request = zeniAPI.deleteAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/statements/${statementUploadId}`);
+    return request.pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const actions = [];
+            const accountReconKey = toAccountReconKey(accountId, selectedPeriod);
+            actions.push(removeFiles([fileId]));
+            if (response.data != null) {
+                actions.push(updateAccountReconDeleteStatement(accountReconKey, response.data));
+            }
+            actions.push(deleteAccountStatementSuccess({ accountId, selectedPeriod }));
+            actions.push(fetchReconciliation(selectedPeriod, undefined, true, true));
+            return of(...actions);
+        }
+        else {
+            return of(deleteAccountStatementFailure({
+                accountId,
+                selectedPeriod,
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => {
+        return of(deleteAccountStatementFailure({
+            accountId,
+            selectedPeriod,
+            error: createZeniAPIStatus('Unexpected Error', 'Delete Statement File REST API call errored out ' +
+                JSON.stringify(error)),
+        }));
+    }));
+}));

package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js

@@ -0,0 +1,130 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { updateAccounts } from '../../../../entity/account/accountReducer';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
+import { updateFiles } from '../../../../entity/file/fileReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { updateMultipleReconcileTransactions } from '../../../../entity/transaction/transactionReducer';
+import { updateAllUsers } from '../../../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { getAllReviewTransactionsFromReconcilePayload } from '../../helpers/reconciliationHelpers';
+import { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, initialiseLocalDataForSelectedAccountId, initializeReconciliationReviewTabLocalData, updateReconcileTabLocalData, } from '../../reducers/reconciliationViewReducer';
+import { getTransactionIdFromCheckedMatchedTransactionPayload } from './saveReconciliationDetailEpic';
+export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchReconciliation.match), mergeMap((action) => {
+    const { accountId, cacheOverride, refreshViewInBackground } = action.payload;
+    const state = state$.value;
+    const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationReconciliationViewState: { accountReconciliationRecordsBySelectedPeriod: accountReconciliationRecords, }, } = state;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    let reconciliationData = undefined;
+    let reconciliationId = undefined;
+    if (accountId != null) {
+        reconciliationData = getAccountReconByAccountIdAndSelectedPeriod(state, accountId, selectedPeriod);
+        reconciliationId = reconciliationData?.reconciliationId;
+    }
+    let fetchState;
+    if (accountId != null) {
+        fetchState =
+            accountReconciliationRecords[toMonthYearPeriodId(selectedPeriod)]
+                .reconciliationByAccountID[accountId].transactionFetchState
+                .fetchState;
+    }
+    else {
+        fetchState = state.expenseAutomationReconciliationViewState.fetchState;
+    }
+    if (cacheOverride === true || fetchState !== 'Completed') {
+        const { start, end } = convertToPeriod(selectedPeriod, true);
+        const queryParam = {};
+        if (reconciliationId == null) {
+            queryParam.start_date = start.toString();
+            queryParam.end_date = end.toString();
+            if (accountId != null) {
+                queryParam.account_id = accountId;
+            }
+        }
+        if (cacheOverride === true && accountId != null) {
+            queryParam.is_force_refresh = true;
+        }
+        const apiUrl = reconciliationId != null
+            ? `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/${reconciliationId}?query=${encodeURIComponent(JSON.stringify(queryParam))}`
+            : `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation?query=${encodeURIComponent(JSON.stringify(queryParam))}`;
+        return zeniAPI.getJSON(apiUrl).pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) && response.data != null) {
+                const updateActions = [];
+                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'));
+                updateActions.push(updateAllUsers({
+                    users: response.data.users ?? [],
+                    updateType: 'merge',
+                }));
+                updateActions.push(updateFiles({ files: response.data.files ?? [] }));
+                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
+                updateActions.push(updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'));
+                updateActions.push(updateAccountRecon(selectedPeriod, response.data.reconciliation));
+                const reviewTabLocalData = prepareReviewTabLocalData(response.data.reconciliation[0]?.transactions?.review ?? []);
+                if (accountId != null) {
+                    const selectedTransactionIds = getTransactionIdFromCheckedMatchedTransactionPayload(response.data.reconciliation[0].transactions.reconcile);
+                    updateActions.push(updateReconcileTabLocalData({
+                        selectedTransactionIds: selectedTransactionIds,
+                    }));
+                    updateActions.push(initializeReconciliationReviewTabLocalData(reviewTabLocalData));
+                }
+                updateActions.push(fetchReconciliationSuccess(selectedPeriod, response.data, refreshViewInBackground, accountId));
+                return from(updateActions);
+            }
+            else {
+                return of(fetchReconciliationFailure({
+                    error: response.status,
+                    selectedPeriod,
+                    refreshViewInBackground,
+                    accountId: accountId,
+                }));
+            }
+        }), catchError((error) => of(fetchReconciliationFailure({
+            error: createZeniAPIStatus('Unexpected Error', `fetch reconciliation view REST API call errored out ${JSON.stringify(error)}`),
+            refreshViewInBackground,
+            selectedPeriod,
+            accountId: accountId,
+        }))));
+    }
+    else {
+        const updateActions = [];
+        if (accountId != null) {
+            updateActions.push(initialiseLocalDataForSelectedAccountId());
+        }
+        return from(updateActions);
+    }
+}));
+const getMemo = (transaction) => {
+    return (transaction.recommended_action.recommended_transactions[0]
+        ?.transaction_memo ??
+        transaction.transaction_memo ??
+        '');
+};
+export const prepareReviewTabLocalData = (transactionsToReview) => {
+    return transactionsToReview.reduce((prev, currentTransaction) => {
+        const localData = {
+            memo: getMemo(currentTransaction),
+            categoryId: currentTransaction.recommended_action.recommended_transactions[0]
+                ?.account_id ?? undefined,
+            classId: currentTransaction.recommended_action.recommended_transactions[0]
+                ?.class_id ?? undefined,
+            vendor: currentTransaction.recommended_action.recommended_transactions[0]
+                ?.merchant_id != null &&
+                currentTransaction.recommended_action.recommended_transactions[0]
+                    ?.merchant_name != null
+                ? {
+                    id: currentTransaction.recommended_action
+                        .recommended_transactions[0].merchant_id,
+                    name: currentTransaction.recommended_action
+                        .recommended_transactions[0].merchant_name,
+                }
+                : undefined,
+        };
+        return {
+            ...prev,
+            [currentTransaction.transaction_id]: localData,
+        };
+    }, {});
+};