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

package/lib/view/aiCfoView/aiCfoViewSelector.js

@@ -1,9 +1,12 @@
 "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, } = state.aiCfoViewState;
+    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, suggestedQuestionsByPageContext, } = state.aiCfoViewState ?? aiCfoViewReducer_1.initialAiCfoViewState;
     return {
         fetchState,
         error,
@@ -15,8 +18,12 @@ const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
-        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState),
+        suggestedQuestionsByPageContext,
+        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState ?? aiCfoReducer_1.initialAiCfoState),
         version: 1,
     };
 };
 exports.getAiCfoView = getAiCfoView;
+function getSuggestedQuestionsForPageContext(state, pageContext) {
+    return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
+}

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

@@ -9,6 +9,8 @@ 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: {
@@ -20,11 +22,24 @@ export interface AiCfoViewUIState {
             scrollTop: number;
         };
     };
-    agentId?: ID;
+    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;
     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;
@@ -39,5 +54,7 @@ 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/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess } from '../aiCfoViewReducer';
+export type ActionType = ReturnType<typeof fetchSuggestedQuestions> | ReturnType<typeof fetchSuggestedQuestionsSuccess> | ReturnType<typeof fetchSuggestedQuestionsFailure>;
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+export declare const fetchSuggestedQuestionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,33 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchSuggestedQuestionsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSuggestedQuestions.match), 
+// mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
+// would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
+(0, operators_1.mergeMap)((action) => {
+    const { pageContext } = action.payload;
+    const query = new URLSearchParams({ page_context: pageContext });
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
+    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsSuccess)({
+                pageContext: response.data.page_context,
+                generatedAt: response.data.generated_at,
+                suggestedQuestions: response.data.suggested_questions,
+            }));
+        }
+        return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsFailure)({
+            pageContext,
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsFailure)({
+        pageContext,
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch suggested questions REST API call failed', error instanceof Error ? { message: error.message } : undefined),
+    }))));
+}));
+exports.fetchSuggestedQuestionsEpic = fetchSuggestedQuestionsEpic;

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

@@ -3,7 +3,7 @@ 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" | "reports" | "transactions";
+export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "transactions" | "reports";
 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" | "uncategorized-expense" | "uncategorized-income";
 export type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;

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

@@ -4,9 +4,16 @@ 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$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.switchMap)((action) => {
+const fetchClassListEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.withLatestFrom)(state$), (0, operators_1.switchMap)(([action, state]) => {
+    if (!(0, tenantSelector_1.getIsAccountingClassesEnabled)(state)) {
+        return (0, rxjs_1.of)((0, classListReducer_1.updateClassList)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Success', ''),
+            data: { accounting_classes: [] },
+        }));
+    }
     const { isIncludeDeleted } = action.payload;
     const queryParams = isIncludeDeleted === true
         ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`

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

@@ -57,6 +57,7 @@ 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

@@ -2,6 +2,7 @@
 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");
@@ -63,13 +64,17 @@ const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        fetchState = (0, reduceFetchState_1.reduceFetchState)([
+        const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
+        const editFetchStateList = [
             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);
@@ -98,11 +103,14 @@ 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) {
@@ -147,6 +155,7 @@ const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
+        isAccountingClassesEnabled: (0, tenantSelector_1.getIsAccountingClassesEnabled)(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -223,9 +232,10 @@ 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,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

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

@@ -50,6 +50,7 @@ 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

@@ -6,6 +6,7 @@ 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");
@@ -24,6 +25,7 @@ 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);
@@ -55,7 +57,7 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = (0, reduceFetchState_1.reduceFetchState)([
         accountList,
-        classList,
+        ...(isAccountingClassesEnabled ? [classList] : []),
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -66,6 +68,7 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
+        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -107,9 +110,10 @@ 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,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconExcludedAccountsEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { fetchReconExcludedAccounts, fetchReconExcludedAccountsFailure, fetchReconExcludedAccountsSuccess } from '../../reducers/reconciliationViewReducer';
+export type ActionType = ReturnType<typeof fetchReconExcludedAccounts> | ReturnType<typeof fetchReconExcludedAccountsSuccess> | ReturnType<typeof fetchReconExcludedAccountsFailure>;
+export declare const fetchReconExcludedAccountsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,31 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchReconExcludedAccountsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../responsePayload");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
+const fetchReconExcludedAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.fetchReconExcludedAccounts.match), (0, operators_1.mergeMap)((action) => {
+    const { accountId, exclusionReason } = action.payload;
+    const requestPayload = {
+        account_id: accountId,
+        exclusion_reason: exclusionReason,
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts`, requestPayload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.fetchReconExcludedAccountsSuccess)({
+                excludedAccounts: response.data.excluded_account,
+            }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.fetchReconExcludedAccountsFailure)({
+                error: response.status,
+            }));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, reconciliationViewReducer_1.fetchReconExcludedAccountsFailure)({
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `fetch excluded accounts REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));
+exports.fetchReconExcludedAccountsEpic = fetchReconExcludedAccountsEpic;

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

@@ -5,7 +5,6 @@ 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");
@@ -126,7 +125,6 @@ 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

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

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

@@ -33,10 +33,8 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
         reconciliationId = reconciliationData?.reconciliationId;
         updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
     }
-    const reviewAction = localData?.recommendedActionType ??
-        updatedTransaction?.recommendedAction.action;
     const queryParam = {
-        review_action: reviewAction,
+        review_action: updatedTransaction?.recommendedAction.action,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -46,7 +44,7 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (reviewAction) {
+        switch (updatedTransaction.recommendedAction.action) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -68,9 +66,6 @@ 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 = {
@@ -229,28 +224,6 @@ 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, accountName?: string): Promise<UploadStatementDocumentAIPayload | undefined>;
+export default function uploadAccountStatementIntoDocumentAI(accountType: AccountType, fileBlob: Blob, authParams: AuthParams): 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, accountName) {
+async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
     let statementUpload;
     const urlEndPoint = `${init_1.zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -16,7 +16,6 @@ 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 =
-                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 = (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 (accountLine.class.classId === '' &&
+                if (Boolean(accountLine.class?.classId) === false &&
                     higherPreferenceRecommendation?.class != null) {
                     record.class = {
                         ...higherPreferenceRecommendation.class,
@@ -472,7 +472,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
                                 }
                                 : accountLine.account;
                     record.class =
-                        accountLine.class.classId !== ''
+                        Boolean(accountLine.class?.classId) !== false
                             ? accountLine.class
                             : recommendations?.[0]?.class
                                 ? {

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

@@ -1,4 +1,5 @@
 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';
@@ -8,7 +9,7 @@ import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTy
 import { UserPayload } from '../../../entity/user/userPayload';
 import { RootState } from '../../../reducer';
 import { ZeniAPIResponse } from '../../../responsePayload';
-import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+import { BalancesLocalData, ExcludedAccount, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
 export interface AccountAndPaymentAccountPayload extends AccountPayload {
     payment_account_id: string | null;
 }
@@ -54,3 +55,24 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
+export interface ExclusionHistoryEntry {
+    action: string;
+    at: string;
+    by: string;
+    reason: string;
+}
+export interface ExcludedAccountPayload {
+    account_id: ID;
+    create_time: string;
+    detection_signals: string[];
+    excluded_account_id: string;
+    excluded_by_user_id: string;
+    exclusion_history: ExclusionHistoryEntry[];
+    is_deleted: boolean;
+    update_time: string;
+}
+export interface ExcludedAccountsResponsePayload {
+    excluded_account: ExcludedAccountPayload[];
+}
+export type ExcludedAccountsResponse = ZeniAPIResponse<ExcludedAccountsResponsePayload>;
+export declare const toExcludedAccount: (payload: ExcludedAccountPayload) => ExcludedAccount;

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

@@ -1,9 +1,11 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toExcludedAccount = void 0;
 exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
 const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
+const zeniDayJS_1 = require("../../../zeniDayJS");
 function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
     const { balance, initialClearedBalance } = accountReconciliationEntity;
     const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
@@ -70,3 +72,21 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+const toExcludedAccount = (payload) => {
+    return {
+        accountId: payload.account_id,
+        createTime: (0, zeniDayJS_1.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: (0, zeniDayJS_1.date)(payload.update_time),
+    };
+};
+exports.toExcludedAccount = toExcludedAccount;

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts

@@ -5,7 +5,7 @@ import { JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSch
 import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
-import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState } from '../types/jeSchedulesViewState';
+import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
 export declare const accountSettingsInitialState: AccountSettingsState;
 export declare const initialState: JESchedulesViewState;
 export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
@@ -56,7 +56,7 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     accountPayload: AccountMetadataPayload[];
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypes">, updateAccountSettingsListForAccountTypesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     localData: Partial<JEScheduleLocalData>;
     scheduledJournalEntryID: ID;
 }, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod], {

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -48,6 +48,8 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        sortKey: 'startMonth',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -369,12 +371,26 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.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, exports.initialState);
         },
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);