@zeniai/client-epic-state 4.19.96-betaJK20 → 4.19.96-betaJK21

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -1,19 +1,4 @@
 import { createSlice } from '@reduxjs/toolkit';
-function removeSessionIdFromPageKeyMap(draft, sessionId) {
-    const map = draft.uiState.chatSessionIdByPageKey;
-    for (const key of Object.keys(map)) {
-        if (map[key] === sessionId) {
-            delete map[key];
-        }
-    }
-}
-function mirrorCurrentSessionToPageKeyMapIfActive(draft) {
-    const key = draft.uiState.aiCfoSidePanelHostPageKey;
-    const sessionId = draft.uiState.currentChatSessionId;
-    if (key != null && sessionId != null) {
-        draft.uiState.chatSessionIdByPageKey[key] = sessionId;
-    }
-}
 export const initialAiCfoViewState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -21,8 +6,6 @@ export const initialAiCfoViewState = {
         currentInput: '',
         scrollPositionByChatSessionId: {},
         currentChatSessionId: undefined,
-        aiCfoSidePanelHostPageKey: undefined,
-        chatSessionIdByPageKey: {},
         agentId: undefined,
         chatHistoryNextPageToken: {},
         chatSessionsNextPageToken: { nextPageToken: null, hasMore: false },
@@ -46,7 +29,6 @@ export const initialAiCfoViewState = {
     fetchChatSessionHistoryByChatSessionId: {},
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
-    suggestedQuestionsByPageContext: {},
 };
 const aiCfoView = createSlice({
     name: 'aiCfoView',
@@ -180,7 +162,6 @@ const aiCfoView = createSlice({
         setSession(draft, action) {
             draft.uiState.currentChatSessionId = action.payload.sessionId;
             draft.uiState.agentId = action.payload.agentId;
-            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSession: {
             reducer(draft, action) {
@@ -204,7 +185,6 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
-            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionFailure(draft, action) {
             draft.createSessionState.fetchState = 'Error';
@@ -242,7 +222,6 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
-            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionAndSubmitSuccess(draft) {
             // Note: currentChatSessionId, agentId, and chatHistoryNextPageToken are set by initializeNewSessionState
@@ -359,7 +338,6 @@ const aiCfoView = createSlice({
                 draft.uiState.currentChatSessionId = undefined;
                 draft.uiState.agentId = undefined;
             }
-            removeSessionIdFromPageKeyMap(draft, chatSessionId);
             delete draft.uiState.chatHistoryNextPageToken[chatSessionId];
             delete draft.uiState.scrollPositionByChatSessionId[chatSessionId];
             delete draft.fetchChatSessionHistoryByChatSessionId[chatSessionId];
@@ -382,65 +360,6 @@ const aiCfoView = createSlice({
         },
         clearCurrentSessionId(draft) {
             draft.uiState.currentChatSessionId = undefined;
-            const key = draft.uiState.aiCfoSidePanelHostPageKey;
-            if (key != null) {
-                delete draft.uiState.chatSessionIdByPageKey[key];
-            }
-        },
-        applyAiCfoSidePanelHostPageTransition(draft, action) {
-            const { newAiCfoSidePanelHostPageKey, nextCurrentChatSessionId } = action.payload;
-            const prevKey = draft.uiState.aiCfoSidePanelHostPageKey;
-            const curId = draft.uiState.currentChatSessionId;
-            if (prevKey != null &&
-                prevKey !== newAiCfoSidePanelHostPageKey &&
-                curId != null) {
-                draft.uiState.chatSessionIdByPageKey[prevKey] = curId;
-            }
-            draft.uiState.aiCfoSidePanelHostPageKey = newAiCfoSidePanelHostPageKey;
-            draft.uiState.currentChatSessionId =
-                nextCurrentChatSessionId != null ? nextCurrentChatSessionId : undefined;
-            draft.uiState.currentInput = '';
-            mirrorCurrentSessionToPageKeyMapIfActive(draft);
-        },
-        clearAiCfoSidePanelHostPageContext(draft) {
-            const key = draft.uiState.aiCfoSidePanelHostPageKey;
-            const curId = draft.uiState.currentChatSessionId;
-            if (key != null && curId != null) {
-                draft.uiState.chatSessionIdByPageKey[key] = curId;
-            }
-            draft.uiState.aiCfoSidePanelHostPageKey = undefined;
-        },
-        fetchSuggestedQuestions(draft, action) {
-            const { pageContext } = action.payload;
-            const prev = draft.suggestedQuestionsByPageContext[pageContext];
-            draft.suggestedQuestionsByPageContext[pageContext] = {
-                fetchState: 'In-Progress',
-                pageContext,
-                suggestedQuestions: prev?.suggestedQuestions ?? [],
-                generatedAt: prev?.generatedAt,
-                error: undefined,
-            };
-        },
-        fetchSuggestedQuestionsSuccess(draft, action) {
-            const { pageContext, generatedAt, suggestedQuestions } = action.payload;
-            draft.suggestedQuestionsByPageContext[pageContext] = {
-                fetchState: 'Completed',
-                pageContext,
-                generatedAt,
-                suggestedQuestions,
-                error: undefined,
-            };
-        },
-        fetchSuggestedQuestionsFailure(draft, action) {
-            const { pageContext, error } = action.payload;
-            const prev = draft.suggestedQuestionsByPageContext[pageContext];
-            draft.suggestedQuestionsByPageContext[pageContext] = {
-                fetchState: 'Error',
-                pageContext,
-                suggestedQuestions: prev?.suggestedQuestions ?? [],
-                generatedAt: prev?.generatedAt,
-                error,
-            };
         },
         clearAiCfoView(draft) {
             Object.assign(draft, initialAiCfoViewState);
@@ -452,5 +371,5 @@ const aiCfoView = createSlice({
         },
     },
 });
-export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
+export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, } = aiCfoView.actions;
 export default aiCfoView.reducer;

package/lib/esm/view/aiCfoView/aiCfoViewSelector.js

@@ -1,8 +1,6 @@
-import { initialAiCfoState } from '../../entity/aiCfo/aiCfoReducer';
 import { getAiCfoSelectorView, } from '../../entity/aiCfo/aiCfoSelector';
-import { initialAiCfoViewState } from './aiCfoViewReducer';
 export const getAiCfoView = (state) => {
-    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, suggestedQuestionsByPageContext, } = state.aiCfoViewState ?? initialAiCfoViewState;
+    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, } = state.aiCfoViewState;
     return {
         fetchState,
         error,
@@ -14,11 +12,7 @@ export const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
-        suggestedQuestionsByPageContext,
-        ...getAiCfoSelectorView(state.aiCfoState ?? initialAiCfoState),
+        ...getAiCfoSelectorView(state.aiCfoState),
         version: 1,
     };
 };
-export function getSuggestedQuestionsForPageContext(state, pageContext) {
-    return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
-}

package/lib/esm/view/classList/fetchClassListEpic.js

@@ -1,16 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap, withLatestFrom, } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateClasses } from '../../entity/class/classReducer';
-import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { fetchClassList, updateClassList, updateClassListFailure, } from './classListReducer';
-export const fetchClassListEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchClassList.match), withLatestFrom(state$), switchMap(([action, state]) => {
-    if (!getIsAccountingClassesEnabled(state)) {
-        return of(updateClassList({
-            status: createZeniAPIStatus('Success', ''),
-            data: { accounting_classes: [] },
-        }));
-    }
+export const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchClassList.match), switchMap((action) => {
     const { isIncludeDeleted } = action.payload;
     const queryParams = isIncludeDeleted === true
         ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`

package/lib/esm/view/commonVendorView/vendorView/vendorViewSelector.js

@@ -1,5 +1,4 @@
 import { reduceAnyFetchState, reduceFetchState, } from '../../../commonStateTypes/reduceFetchState';
-import { getIsAccountingClassesEnabled } from '../../../entity/tenant/tenantSelector';
 import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getBankAccountsByBankAccountIds } from '../../../entity/bankAccount/bankAccountSelector';
@@ -61,17 +60,13 @@ export const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
-        const editFetchStateList = [
+        fetchState = reduceFetchState([
             accountList,
+            classList,
             vendorTypeListState,
             vendorViewState.editVendorStateById[vendorIdFromUrl]?.fetchStatus ??
                 vendorViewInitialState.newVendorState.fetchStatus,
-        ];
-        if (isAccountingClassesEnabled) {
-            editFetchStateList.push(classList);
-        }
-        fetchState = reduceFetchState(editFetchStateList);
+        ]);
     }
     else {
         const basicVendorDetails = getBasicVendorDetailsForNewVendor(state, vendorViewState.newVendorState);
@@ -100,14 +95,11 @@ export const getVendorView = (state, vendorIdFromUrl) => {
         if (tentativeName != null) {
             entityRecommendations = getRecommendationsForEntity(state, tentativeName, 'vendor');
         }
-        const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
         const fetchStateList = [
             { fetchState: accountList.fetchState, error: accountList.error },
+            { fetchState: classList.fetchState, error: classList.error },
             vendorTypeListState,
         ];
-        if (isAccountingClassesEnabled) {
-            fetchStateList.push({ fetchState: classList.fetchState, error: classList.error });
-        }
         if (entityRecommendations != null &&
             entityRecommendations.recommendations != null &&
             entityRecommendations.recommendations.length > 0) {
@@ -152,7 +144,6 @@ export const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
-        isAccountingClassesEnabled: getIsAccountingClassesEnabled(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -228,10 +219,9 @@ const getBasicVendorDetailsForNewVendor = (state, newVendor) => {
 };
 export const getVendorDetailPageView = (state, vendorId, entity) => {
     const trendWithTransactions = getTrendWithTransactions(state, entity, 'EntityDetail');
-    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const reducedFetchState = reduceAnyFetchState([
         state.accountListState.byReportId.accountList,
-        ...(isAccountingClassesEnabled ? [state.classListState] : []),
+        state.classListState,
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

package/lib/esm/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.js

@@ -3,7 +3,6 @@ import { getStartOfAndEndOfTimeframeForFY } from '../../../commonStateTypes/fisc
 import { reduceAnyFetchState, reduceFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
 import { getAccountBase } from '../../../entity/account/accountSelector';
-import { getIsAccountingClassesEnabled } from '../../../entity/tenant/tenantSelector';
 import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getContactsByIds } from '../../../entity/billPay/contact/contactSelector';
 import { getClassById } from '../../../entity/class/classSelector';
@@ -21,7 +20,6 @@ const ALL_VENDOR_DETAIL_TABS_TYPES = [
 export const toVendorDetailTabsType = (v) => stringToUnion(v, ALL_VENDOR_DETAIL_TABS_TYPES);
 export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     const { accountListState, accountState, classListState, classState, vendorState, userState, vendorsTabVendorViewState, vendorTypeListState, addressState, addressViewState, contactState, } = state;
-    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
     const ownerList = getUsersByUserIds(state.userState, state.ownerListState.ownerIds);
@@ -53,7 +51,7 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = reduceFetchState([
         accountList,
-        ...(isAccountingClassesEnabled ? [classList] : []),
+        classList,
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -64,7 +62,6 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
-        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -105,10 +102,9 @@ export const getVendorsTabDetailPageView = (state, vendorId, entity) => {
         ? getTransactionListByEntityForSinglePeriod(state, entity, state.vendorsTabVendorViewState.allTransactionsTabData
             .numberOfQuartersFetched)
         : undefined;
-    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const reducedFetchState = reduceAnyFetchState([
         state.accountListState.byReportId.accountList,
-        ...(isAccountingClassesEnabled ? [state.classListState] : []),
+        state.classListState,
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

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

@@ -2,6 +2,7 @@ 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 { toRecommendedActionCodeType } from '../../../../entity/accountRecon/accountReconState';
 import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
 import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
 import { updateFiles } from '../../../../entity/file/fileReducer';
@@ -48,22 +49,27 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
             queryParam.is_force_refresh = true;
         }
         const apiUrl = reconciliationId != null
-            ? `https://dev.api.zeni.ai/version/reconciliation/himanshu/1.0/reconciliation?query=${encodeURIComponent(JSON.stringify(queryParam))}`
-            : `https://dev.api.zeni.ai/version/reconciliation/himanshu/1.0/reconciliation?query=${encodeURIComponent(JSON.stringify(queryParam))}`;
+            ? `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/${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 = [];
-                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
-                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'), updateAccounts(response.data.excluded_accounts, 'excluded_account_reconciliation'), updateAllUsers({
+                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'));
+                updateActions.push(updateAllUsers({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation));
+                }));
+                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,
-                    }), initializeReconciliationReviewTabLocalData(reviewTabLocalData));
+                    }));
+                    updateActions.push(initializeReconciliationReviewTabLocalData(reviewTabLocalData));
                 }
                 updateActions.push(fetchReconciliationSuccess(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return from(updateActions);
@@ -116,6 +122,7 @@ export const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommended_transactions[0].merchant_name,
                 }
                 : undefined,
+            recommendedActionType: toRecommendedActionCodeType(currentTransaction.recommended_action.recommended_actions),
         };
         return {
             ...prev,

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

@@ -45,6 +45,7 @@ export const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommendedTransactions[0].merchantName,
                 }
                 : undefined,
+            recommendedActionType: currentTransaction.recommendedAction.action,
         };
         return {
             ...prev,

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

@@ -30,8 +30,10 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
         reconciliationId = reconciliationData?.reconciliationId;
         updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
     }
+    const reviewAction = localData?.recommendedActionType ??
+        updatedTransaction?.recommendedAction.action;
     const queryParam = {
-        review_action: updatedTransaction?.recommendedAction.action,
+        review_action: reviewAction,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -41,7 +43,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (updatedTransaction.recommendedAction.action) {
+        switch (reviewAction) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -63,6 +65,9 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
             case 'record_deposit':
                 payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
+            case 'record_journal_entry':
+                payload = getPayloadForJournalEntry(updatedTransaction, localData);
+                break;
         }
     }
     payload = {
@@ -220,6 +225,28 @@ const getPayloadForBillPayment = (updatedTransaction, linkedTransaction, localDa
         vendor_name: linkedTransaction?.merchantName,
     };
 };
+function getPayloadForJournalEntry(updatedTransaction, localData) {
+    return {
+        transaction_id: updatedTransaction.transactionId,
+        transaction_date: updatedTransaction.transactionDate.format(DEFAULT_DATE_FORMAT),
+        transaction_memo: updatedTransaction.memo,
+        amount: updatedTransaction.amount.amount,
+        currency_code: updatedTransaction.amount.currencyCode,
+        transaction_direction: updatedTransaction.transactionDirection,
+        lines: [
+            {
+                class_id: localData.jeDebitClassId,
+                posting_type: 'Debit',
+                amount: updatedTransaction.amount.amount,
+            },
+            {
+                class_id: localData.jeCreditClassId,
+                posting_type: 'Credit',
+                amount: updatedTransaction.amount.amount,
+            },
+        ],
+    };
+}
 const getToastMessageSection = (updatedTransaction) => {
     if (updatedTransaction?.recommendedAction.action === 'record_bill_payment') {
         return 'recon_transaction_match';

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

@@ -1,6 +1,6 @@
 import fetch from 'cross-fetch';
 import { zeniAPI } from '../../../../init';
-export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams, accountName) {
     let statementUpload;
     const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -10,6 +10,7 @@ export default async function uploadAccountStatementIntoDocumentAI(accountType,
             ? 'reconciliation_card_statement_upload'
             : 'reconciliation_bank_statement_upload',
         purpose_id: 'reconciliation',
+        ...(accountName != null && { account_name: accountName }),
     });
     data.append('attachment_json_0', attachment_json);
     try {

package/lib/esm/view/expenseAutomationView/helpers/saveTransactionHelper.js

@@ -64,8 +64,8 @@ export const toTransactionUpdatesFromTransactionCategorizationLocalData = (trans
                 lineItem.account?.qboId !== accountLine.account.qboId &&
                     Boolean(lineItem.account?.qboId);
             hasClassChanged =
-                (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&
-                    lineItem.class?.qboId !== accountLine.class?.qboId;
+                Boolean(lineItem.class?.qboId) &&
+                    lineItem.class?.qboId !== accountLine.class.qboId;
             const recommendedAccountBase = toRecommendedAccountBase(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = toRecommendedClassBase(lineItem.amount.amount, lineItem.class);
             if (entityDetails != null &&

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

@@ -234,7 +234,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                         isPreFilled: true,
                     };
                 }
-                if (Boolean(accountLine.class?.classId) === false &&
+                if (accountLine.class.classId === '' &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -464,7 +464,7 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
                                 }
                                 : accountLine.account;
                     record.class =
-                        Boolean(accountLine.class?.classId) !== false
+                        accountLine.class.classId !== ''
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -44,8 +44,6 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        sortKey: 'startMonth',
-        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -367,26 +365,12 @@ const expenseAutomationJESchedulesView = createSlice({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = accountSettingsInitialState.localData;
         },
-        updateJESchedulesUIState(draft, action) {
-            if (action.payload.sortKey != null) {
-                draft.uiState.sortKey = action.payload.sortKey;
-            }
-            if (action.payload.sortOrder != null) {
-                draft.uiState.sortOrder = action.payload.sortOrder;
-            }
-            if (action.payload.searchString != null) {
-                draft.uiState.searchString = action.payload.searchString;
-            }
-            if (action.payload.scrollPosition != null) {
-                draft.uiState.scrollPosition = action.payload.scrollPosition;
-            }
-        },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);