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

package/lib/view/aiCfoView/aiCfoViewSelector.js

@@ -1,12 +1,9 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAiCfoView = void 0;
-exports.getSuggestedQuestionsForPageContext = getSuggestedQuestionsForPageContext;
-const aiCfoReducer_1 = require("../../entity/aiCfo/aiCfoReducer");
 const aiCfoSelector_1 = require("../../entity/aiCfo/aiCfoSelector");
-const aiCfoViewReducer_1 = require("./aiCfoViewReducer");
 const getAiCfoView = (state) => {
-    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, suggestedQuestionsByPageContext, } = state.aiCfoViewState ?? aiCfoViewReducer_1.initialAiCfoViewState;
+    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, } = state.aiCfoViewState;
     return {
         fetchState,
         error,
@@ -18,12 +15,8 @@ const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
-        suggestedQuestionsByPageContext,
-        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState ?? aiCfoReducer_1.initialAiCfoState),
+        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState),
         version: 1,
     };
 };
 exports.getAiCfoView = getAiCfoView;
-function getSuggestedQuestionsForPageContext(state, pageContext) {
-    return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
-}

package/lib/view/aiCfoView/aiCfoViewState.d.ts

@@ -9,8 +9,6 @@ export interface AiCfoViewUIState {
     chatHistoryNextPageToken: {
         [chatSessionId: ID]: PageTokenState;
     };
-    /** Last focused chat session id per side-panel host page key (e.g. `dashboard`, `reports:profit_loss`). */
-    chatSessionIdByPageKey: Partial<Record<string, ID>>;
     chatSessionsFirstPageFetched: boolean;
     chatSessionsNextPageToken: PageTokenState;
     cotCollapsedByQuestionAnswerId: {
@@ -22,24 +20,11 @@ export interface AiCfoViewUIState {
             scrollTop: number;
         };
     };
-    agentId?: ID; /**
-     * When set, the side panel on host routes (e.g. dashboard/reports) is scoped to this **page key**;
-     * session ids are mirrored into {@link chatSessionIdByPageKey}. Full `/ai-cfo/...` should clear this.
-     */
-    aiCfoSidePanelHostPageKey?: string;
+    agentId?: ID;
     currentChatSessionId?: ID;
     lastContextMessage?: string;
     lastContextStatus?: ContextStatus;
 }
-/**
- * Supported `page_context` values for GET .../suggested-questions and related UI state.
- */
-export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details';
-export interface SuggestedQuestionsForPageContext extends FetchStateAndError {
-    pageContext: AiCfoSuggestedQuestionsPageContext;
-    suggestedQuestions: string[];
-    generatedAt?: string;
-}
 export interface AiCfoViewState extends FetchStateAndError {
     allChatSessionIds: ID[];
     createSessionAndSubmitState: FetchStateAndError;
@@ -54,7 +39,5 @@ export interface AiCfoViewState extends FetchStateAndError {
         thought: FetchStateAndError;
     }>;
     stopSubmitStateByChatSessionId: Record<ID, FetchStateAndError>;
-    /** Keyed by `page_context` query value (e.g. balance_sheet). */
-    suggestedQuestionsByPageContext: Partial<Record<AiCfoSuggestedQuestionsPageContext, SuggestedQuestionsForPageContext>>;
     uiState: AiCfoViewUIState;
 }

package/lib/view/auditReportView/auditReportViewState.d.ts

@@ -3,9 +3,9 @@ import { Status } from '../../commonStateTypes/status';
 import { View } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniDate } from '../../zeniDayJS';
 import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
-export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "transactions" | "reports";
+export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "reports" | "transactions";
 export type AuditRuleEntityType = ReturnType<typeof toAuditRuleEntityType>;
-declare const toAuditRuleEntityIdType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "uncategorized-expense" | "uncategorized-income";
+declare const toAuditRuleEntityIdType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "uncategorized-expense" | "uncategorized-income";
 export type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;
 export declare const toAuditRuleTypeIdType: (v: string) => "accounting" | "business";
 type AuditRuleTypeIdType = ReturnType<typeof toAuditRuleTypeIdType>;

package/lib/view/billPayCard/billPayCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getBillPayCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/cardBalance/cardBalanceSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCardBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashBalance/cashBalanceSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCashBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts

@@ -15,7 +15,7 @@ export declare const getCashInCashOut: (accountState: AccountState, accountGroup
     firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashPosition/cashPositionSelector.d.ts

@@ -12,7 +12,7 @@ export declare const getCashPosition: (accountState: AccountState, cashPositionS
     firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/classList/fetchClassListEpic.d.ts

@@ -5,4 +5,4 @@ import { RootState } from '../../reducer';
 import { ZeniAPI } from '../../zeniAPI';
 import { fetchClassList, updateClassList, updateClassListFailure } from './classListReducer';
 export type ActionType = ReturnType<typeof fetchClassList> | ReturnType<typeof updateClasses> | ReturnType<typeof updateClassList> | ReturnType<typeof updateClassListFailure>;
-export declare const fetchClassListEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
+export declare const fetchClassListEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/classList/fetchClassListEpic.js

@@ -4,16 +4,9 @@ exports.fetchClassListEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const classReducer_1 = require("../../entity/class/classReducer");
-const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../responsePayload");
 const classListReducer_1 = require("./classListReducer");
-const fetchClassListEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.withLatestFrom)(state$), (0, operators_1.switchMap)(([action, state]) => {
-    if (!(0, tenantSelector_1.getIsAccountingClassesEnabled)(state)) {
-        return (0, rxjs_1.of)((0, classListReducer_1.updateClassList)({
-            status: (0, responsePayload_1.createZeniAPIStatus)('Success', ''),
-            data: { accounting_classes: [] },
-        }));
-    }
+const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.switchMap)((action) => {
     const { isIncludeDeleted } = action.payload;
     const queryParams = isIncludeDeleted === true
         ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`

package/lib/view/commonVendorView/vendorView/vendorViewSelector.d.ts

@@ -57,7 +57,6 @@ export interface VendorViewSelectorView extends BankAccountSelectorView, Selecto
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     hasInternationalWireTransfer: boolean;
     hasWireTransfer: boolean;
-    isAccountingClassesEnabled: boolean;
     loggedInUserVerification: UserVerificationState;
     ownerList: User[];
     updateFileStatusById: Record<ID, FetchStateAndError | undefined>;

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

@@ -2,7 +2,6 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getVendorDetailPageView = exports.getVendorView = void 0;
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const addressSelector_1 = require("../../../entity/address/addressSelector");
 const bankAccountSelector_1 = require("../../../entity/bankAccount/bankAccountSelector");
@@ -64,17 +63,13 @@ const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
-        const editFetchStateList = [
+        fetchState = (0, reduceFetchState_1.reduceFetchState)([
             accountList,
+            classList,
             vendorTypeListState,
             vendorViewState.editVendorStateById[vendorIdFromUrl]?.fetchStatus ??
                 vendorViewReducer_1.initialState.newVendorState.fetchStatus,
-        ];
-        if (isAccountingClassesEnabled) {
-            editFetchStateList.push(classList);
-        }
-        fetchState = (0, reduceFetchState_1.reduceFetchState)(editFetchStateList);
+        ]);
     }
     else {
         const basicVendorDetails = getBasicVendorDetailsForNewVendor(state, vendorViewState.newVendorState);
@@ -103,14 +98,11 @@ const getVendorView = (state, vendorIdFromUrl) => {
         if (tentativeName != null) {
             entityRecommendations = (0, recommendationSelector_1.getRecommendationsForEntity)(state, tentativeName, 'vendor');
         }
-        const isAccountingClassesEnabled = (0, tenantSelector_1.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) {
@@ -155,7 +147,6 @@ const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
-        isAccountingClassesEnabled: (0, tenantSelector_1.getIsAccountingClassesEnabled)(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -232,10 +223,9 @@ const getBasicVendorDetailsForNewVendor = (state, newVendor) => {
 };
 const getVendorDetailPageView = (state, vendorId, entity) => {
     const trendWithTransactions = (0, trendWithTransactionsSelector_1.getTrendWithTransactions)(state, entity, 'EntityDetail');
-    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const reducedFetchState = (0, reduceFetchState_1.reduceAnyFetchState)([
         state.accountListState.byReportId.accountList,
-        ...(isAccountingClassesEnabled ? [state.classListState] : []),
+        state.classListState,
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.d.ts

@@ -50,7 +50,6 @@ export interface VendorsTabVendorViewSelectorView extends SelectorView {
     accountsHierarchyList: NestedAccountHierarchyForReport[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
-    isAccountingClassesEnabled: boolean;
     ownerList: User[];
     vendorTypeList: VendorType[];
     vendorView?: VendorsTabVendorDetails;

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

@@ -6,7 +6,6 @@ const getStartOfAndEndOfTimeframeFY_1 = require("../../../commonStateTypes/fisca
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const addressSelector_1 = require("../../../entity/address/addressSelector");
 const contactSelector_1 = require("../../../entity/billPay/contact/contactSelector");
 const classSelector_1 = require("../../../entity/class/classSelector");
@@ -25,7 +24,6 @@ const toVendorDetailTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_
 exports.toVendorDetailTabsType = toVendorDetailTabsType;
 const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     const { accountListState, accountState, classListState, classState, vendorState, userState, vendorsTabVendorViewState, vendorTypeListState, addressState, addressViewState, contactState, } = state;
-    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
     const ownerList = (0, userSelector_1.getUsersByUserIds)(state.userState, state.ownerListState.ownerIds);
@@ -57,7 +55,7 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = (0, reduceFetchState_1.reduceFetchState)([
         accountList,
-        ...(isAccountingClassesEnabled ? [classList] : []),
+        classList,
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -68,7 +66,6 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
-        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -110,10 +107,9 @@ const getVendorsTabDetailPageView = (state, vendorId, entity) => {
         ? (0, transactionListByEntitySelector_1.getTransactionListByEntityForSinglePeriod)(state, entity, state.vendorsTabVendorViewState.allTransactionsTabData
             .numberOfQuartersFetched)
         : undefined;
-    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const reducedFetchState = (0, reduceFetchState_1.reduceAnyFetchState)([
         state.accountListState.byReportId.accountList,
-        ...(isAccountingClassesEnabled ? [state.classListState] : []),
+        state.classListState,
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[] | undefined], {
+export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[] | undefined], {
     userId: string;
     companyId: string;
     tenantId: string;
     fetchFullReport: any;
     cacheOverride: any;
-    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation")[];
+    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

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

@@ -5,6 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const accountReducer_1 = require("../../../../entity/account/accountReducer");
+const accountReconState_1 = require("../../../../entity/accountRecon/accountReconState");
 const accountReconReducer_1 = require("../../../../entity/accountRecon/accountReconReducer");
 const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
 const fileReducer_1 = require("../../../../entity/file/fileReducer");
@@ -51,22 +52,27 @@ const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => actions$.pipe
             queryParam.is_force_refresh = true;
         }
         const apiUrl = reconciliationId != null
-            ? `https://dev.api.zeni.ai/version/reconciliation/himanshu/1.0/reconciliation?query=${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((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
                 const updateActions = [];
-                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
-                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'), (0, accountReducer_1.updateAccounts)(response.data.excluded_accounts, 'excluded_account_reconciliation'), (0, userReducer_1.updateAllUsers)({
+                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'));
+                updateActions.push((0, userReducer_1.updateAllUsers)({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }), (0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }), (0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'), (0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
+                }));
+                updateActions.push((0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }));
+                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
+                updateActions.push((0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'));
+                updateActions.push((0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = (0, exports.prepareReviewTabLocalData)(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = (0, saveReconciliationDetailEpic_1.getTransactionIdFromCheckedMatchedTransactionPayload)(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push((0, reconciliationViewReducer_1.updateReconcileTabLocalData)({
                         selectedTransactionIds: selectedTransactionIds,
-                    }), (0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
+                    }));
+                    updateActions.push((0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
                 }
                 updateActions.push((0, reconciliationViewReducer_1.fetchReconciliationSuccess)(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return (0, rxjs_1.from)(updateActions);
@@ -120,6 +126,7 @@ const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommended_transactions[0].merchant_name,
                 }
                 : undefined,
+            recommendedActionType: (0, accountReconState_1.toRecommendedActionCodeType)(currentTransaction.recommended_action.recommended_actions),
         };
         return {
             ...prev,

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

@@ -49,6 +49,7 @@ const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommendedTransactions[0].merchantName,
                 }
                 : undefined,
+            recommendedActionType: currentTransaction.recommendedAction.action,
         };
         return {
             ...prev,

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

@@ -33,8 +33,10 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
         reconciliationId = reconciliationData?.reconciliationId;
         updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
     }
+    const reviewAction = localData?.recommendedActionType ??
+        updatedTransaction?.recommendedAction.action;
     const queryParam = {
-        review_action: updatedTransaction?.recommendedAction.action,
+        review_action: reviewAction,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -44,7 +46,7 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (updatedTransaction.recommendedAction.action) {
+        switch (reviewAction) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -66,6 +68,9 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
             case 'record_deposit':
                 payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
+            case 'record_journal_entry':
+                payload = getPayloadForJournalEntry(updatedTransaction, localData);
+                break;
         }
     }
     payload = {
@@ -224,6 +229,28 @@ const getPayloadForBillPayment = (updatedTransaction, linkedTransaction, localDa
         vendor_name: linkedTransaction?.merchantName,
     };
 };
+function getPayloadForJournalEntry(updatedTransaction, localData) {
+    return {
+        transaction_id: updatedTransaction.transactionId,
+        transaction_date: updatedTransaction.transactionDate.format(formatZeniDateFY_1.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/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.d.ts

@@ -10,4 +10,4 @@ export interface AuthParamsPayload {
     zeni_tenant_id: string;
     zeni_user_id: string;
 }
-export default function uploadAccountStatementIntoDocumentAI(accountType: AccountType, fileBlob: Blob, authParams: AuthParams): Promise<UploadStatementDocumentAIPayload | undefined>;
+export default function uploadAccountStatementIntoDocumentAI(accountType: AccountType, fileBlob: Blob, authParams: AuthParams, accountName?: string): Promise<UploadStatementDocumentAIPayload | undefined>;

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

@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.default = uploadAccountStatementIntoDocumentAI;
 const cross_fetch_1 = __importDefault(require("cross-fetch"));
 const init_1 = require("../../../../init");
-async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
+async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams, accountName) {
     let statementUpload;
     const urlEndPoint = `${init_1.zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -16,6 +16,7 @@ async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authP
             ? '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/view/expenseAutomationView/helpers/saveTransactionHelper.js

@@ -67,8 +67,8 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 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 = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
             if (entityDetails != null &&

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

@@ -241,7 +241,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                         isPreFilled: true,
                     };
                 }
-                if (Boolean(accountLine.class?.classId) === false &&
+                if (accountLine.class.classId === '' &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -472,7 +472,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
                                 }
                                 : accountLine.account;
                     record.class =
-                        Boolean(accountLine.class?.classId) !== false
+                        accountLine.class.classId !== ''
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

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

@@ -1,5 +1,4 @@
 import { StatusCodeWithLabelPayload } from '../../../commonPayloadTypes/statusPayload';
-import { ID } from '../../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
 import { AccountPayload } from '../../../entity/account/accountPayload';
 import { ReconciliationDataPayload, StatementMetaDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
@@ -13,17 +12,8 @@ import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/re
 export interface AccountAndPaymentAccountPayload extends AccountPayload {
     payment_account_id: string | null;
 }
-interface ExclusionInfoPayload {
-    bank_balance: number | null;
-    cleared_balance: number | null;
-    variance: number | null;
-}
-export interface ExcludedAccountPayload extends AccountAndPaymentAccountPayload {
-    exclusion_info: ExclusionInfoPayload;
-}
 export interface ReconciliationPayload {
     accounts: AccountAndPaymentAccountPayload[];
-    excluded_accounts: ExcludedAccountPayload[];
     files: FilePayload[];
     reconciliation: ReconciliationDataPayload[];
     users: UserPayload[];
@@ -39,28 +29,6 @@ export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(st
         review: TransactionsToReviewPayload[];
     };
 };
-export interface ExcludeAccountFromReconciliationRequestPayload {
-    account_id: ID;
-    bank_balance: number;
-    cleared_balance: number;
-    variance: number;
-}
-export interface ExcludedAccountFromReconciliationPayload {
-    account_id: ID;
-    bank_balance: number | null;
-    cleared_balance: number | null;
-    variance: number | null;
-    currency_code?: string;
-    currency_symbol?: string;
-}
-export interface ExcludeAccountFromReconciliationResponsePayload {
-    excluded_account: ExcludedAccountFromReconciliationPayload;
-}
-export type ExcludeAccountFromReconciliationResponse = ZeniAPIResponse<ExcludeAccountFromReconciliationResponsePayload>;
-export interface IncludeAccountInReconciliationResponsePayload {
-    reconciliation: ReconciliationDataPayload;
-}
-export type IncludeAccountInReconciliationResponse = ZeniAPIResponse<IncludeAccountInReconciliationResponsePayload>;
 export interface DeleteStatementResponsePayload {
     statement_upload: {
         statement_data_status: StatusCodeWithLabelPayload;
@@ -86,4 +54,3 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
-export {};