@zeniai/client-epic-state 4.19.96-betaJK21 → 4.19.96-betaJK4

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

@@ -1,4 +1,19 @@
 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,
@@ -6,6 +21,8 @@ export const initialAiCfoViewState = {
         currentInput: '',
         scrollPositionByChatSessionId: {},
         currentChatSessionId: undefined,
+        aiCfoSidePanelHostPageKey: undefined,
+        chatSessionIdByPageKey: {},
         agentId: undefined,
         chatHistoryNextPageToken: {},
         chatSessionsNextPageToken: { nextPageToken: null, hasMore: false },
@@ -29,6 +46,7 @@ export const initialAiCfoViewState = {
     fetchChatSessionHistoryByChatSessionId: {},
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
+    suggestedQuestionsByPageContext: {},
 };
 const aiCfoView = createSlice({
     name: 'aiCfoView',
@@ -162,6 +180,7 @@ const aiCfoView = createSlice({
         setSession(draft, action) {
             draft.uiState.currentChatSessionId = action.payload.sessionId;
             draft.uiState.agentId = action.payload.agentId;
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSession: {
             reducer(draft, action) {
@@ -185,6 +204,7 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionFailure(draft, action) {
             draft.createSessionState.fetchState = 'Error';
@@ -222,6 +242,7 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionAndSubmitSuccess(draft) {
             // Note: currentChatSessionId, agentId, and chatHistoryNextPageToken are set by initializeNewSessionState
@@ -338,6 +359,7 @@ 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];
@@ -360,6 +382,65 @@ 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);
@@ -371,5 +452,5 @@ 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, } = 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, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
 export default aiCfoView.reducer;

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

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

package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -0,0 +1,29 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, } from '../aiCfoViewReducer';
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
+// mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
+// would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
+mergeMap((action) => {
+    const { pageContext } = action.payload;
+    const query = new URLSearchParams({ page_context: pageContext });
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(fetchSuggestedQuestionsSuccess({
+                pageContext: response.data.page_context,
+                generatedAt: response.data.generated_at,
+                suggestedQuestions: response.data.suggested_questions,
+            }));
+        }
+        return of(fetchSuggestedQuestionsFailure({
+            pageContext,
+            error: response.status,
+        }));
+    }), catchError((error) => of(fetchSuggestedQuestionsFailure({
+        pageContext,
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch suggested questions REST API call failed', error instanceof Error ? { message: error.message } : undefined),
+    }))));
+}));

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

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

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

@@ -1,4 +1,5 @@
 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';
@@ -60,13 +61,17 @@ export const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        fetchState = reduceFetchState([
+        const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
+        const editFetchStateList = [
             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);
@@ -95,11 +100,14 @@ 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) {
@@ -144,6 +152,7 @@ export const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
+        isAccountingClassesEnabled: getIsAccountingClassesEnabled(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -219,9 +228,10 @@ 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,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

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

@@ -3,6 +3,7 @@ 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';
@@ -20,6 +21,7 @@ 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);
@@ -51,7 +53,7 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = reduceFetchState([
         accountList,
-        classList,
+        ...(isAccountingClassesEnabled ? [classList] : []),
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -62,6 +64,7 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
+        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -102,9 +105,10 @@ 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,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

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

@@ -0,0 +1,27 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { fetchReconExcludedAccounts, fetchReconExcludedAccountsFailure, fetchReconExcludedAccountsSuccess, } from '../../reducers/reconciliationViewReducer';
+export const fetchReconExcludedAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchReconExcludedAccounts.match), mergeMap((action) => {
+    const { accountId, exclusionReason } = action.payload;
+    const requestPayload = {
+        account_id: accountId,
+        exclusion_reason: exclusionReason,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts`, requestPayload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(fetchReconExcludedAccountsSuccess({
+                excludedAccounts: response.data.excluded_account,
+            }));
+        }
+        else {
+            return of(fetchReconExcludedAccountsFailure({
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(fetchReconExcludedAccountsFailure({
+        error: createZeniAPIStatus('Unexpected Error', `fetch excluded accounts REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));

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

@@ -2,7 +2,6 @@ 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';
@@ -122,7 +121,6 @@ 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

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

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

@@ -30,10 +30,8 @@ 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: reviewAction,
+        review_action: updatedTransaction?.recommendedAction.action,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -43,7 +41,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (reviewAction) {
+        switch (updatedTransaction.recommendedAction.action) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -65,9 +63,6 @@ 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 = {
@@ -225,28 +220,6 @@ 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, accountName) {
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
     let statementUpload;
     const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -10,7 +10,6 @@ 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 =
-                Boolean(lineItem.class?.qboId) &&
-                    lineItem.class?.qboId !== accountLine.class.qboId;
+                (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&
+                    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 (accountLine.class.classId === '' &&
+                if (Boolean(accountLine.class?.classId) === false &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -464,7 +464,7 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
                                 }
                                 : accountLine.account;
                     record.class =
-                        accountLine.class.classId !== ''
+                        Boolean(accountLine.class?.classId) !== false
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -1,6 +1,7 @@
 import { convertToPeriod, } from '../../../commonStateTypes/timePeriod';
 import { toTransactionsToReviewPayload, } from '../../../entity/accountRecon/accountReconPayload';
 import { toMatchedTransactionPayload, } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+import { date } from '../../../zeniDayJS';
 export function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
     const { balance, initialClearedBalance } = accountReconciliationEntity;
     const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
@@ -67,3 +68,20 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+export const toExcludedAccount = (payload) => {
+    return {
+        accountId: payload.account_id,
+        createTime: date(payload.create_time),
+        detectionSignals: payload.detection_signals,
+        excludedAccountId: payload.excluded_account_id,
+        excludedByUserId: payload.excluded_by_user_id,
+        exclusionHistory: payload.exclusion_history.map((entry) => ({
+            action: entry.action,
+            at: entry.at,
+            by: entry.by,
+            reason: entry.reason,
+        })),
+        isDeleted: payload.is_deleted,
+        updateTime: date(payload.update_time),
+    };
+};

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

@@ -44,6 +44,8 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        sortKey: 'startMonth',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -365,12 +367,26 @@ 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, 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, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -2,6 +2,7 @@ import { createSlice } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { toReconciliationAccountSource } from '../../../entity/account/accountState';
 import { toBankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
+import { toExcludedAccount, } from '../payload/reconciliationPayload';
 // Initial state
 export const initialReconciliationTabsState = {
     balances: {
@@ -51,6 +52,8 @@ export const initialActionFetchState = {
 export const initialState = {
     accountReconciliationRecordsBySelectedPeriod: {},
     accountConnectionStatusByAccountID: {},
+    excludedAccounts: [],
+    excludedAccountsFetchState: { fetchState: 'Not-Started', error: undefined },
     fetchState: 'Not-Started',
     error: undefined,
     selectedTab: 'review',
@@ -424,13 +427,48 @@ const expenseAutomationReconciliationView = createSlice({
         updateStatementUploadChosen: (draft, action) => {
             draft.statementUploadChosen = action.payload.statementUploadChosen;
         },
+        fetchReconExcludedAccounts: {
+            reducer(draft) {
+                draft.excludedAccountsFetchState = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(accountId, exclusionReason) {
+                return {
+                    payload: { accountId, exclusionReason },
+                };
+            },
+        },
+        fetchReconExcludedAccountsSuccess: (draft, action) => {
+            draft.excludedAccountsFetchState = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            action.payload.excludedAccounts.forEach((excludedAccount) => {
+                const existingIndex = draft.excludedAccounts.findIndex((account) => account.excludedAccountId === excludedAccount.excluded_account_id);
+                if (existingIndex >= 0) {
+                    draft.excludedAccounts[existingIndex] =
+                        toExcludedAccount(excludedAccount);
+                }
+                else {
+                    draft.excludedAccounts.push(toExcludedAccount(excludedAccount));
+                }
+            });
+        },
+        fetchReconExcludedAccountsFailure: (draft, action) => {
+            draft.excludedAccountsFetchState = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
         clearExpenseAutomationReconciliationView: (draft) => {
             Object.assign(draft, initialState);
         },
     },
 });
 // Export actions
-export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, } = expenseAutomationReconciliationView.actions;
+export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, fetchReconExcludedAccounts, fetchReconExcludedAccountsSuccess, fetchReconExcludedAccountsFailure, } = expenseAutomationReconciliationView.actions;
 // Export reducer
 export default expenseAutomationReconciliationView.reducer;
 function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground) {