@zeniai/client-epic-state 4.20.3-betaJK2 → 4.20.3-betaJK4

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
+exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountState_1 = require("../../../entity/account/accountState");
@@ -73,6 +73,7 @@ exports.initialState = {
     selectedAccountId: undefined,
     statementUploadChosen: false,
     reconListUIState: {
+        nodeCollapseState: {},
         scrollPosition: {
             scrollTop: 0,
         },
@@ -358,6 +359,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         updateReconListScrollPosition: (draft, action) => {
             draft.reconListUIState.scrollPosition = action.payload.scrollPosition;
         },
+        updateNodeCollapseState: (draft, action) => {
+            draft.reconListUIState.nodeCollapseState[action.payload.nodeId] =
+                action.payload.collapsed;
+        },
         setConnectionInProgressForAccount: (draft, action) => {
             if (draft.accountConnectionStatusByAccountID[action.payload.accountId] ==
                 null) {
@@ -523,7 +528,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
     },
 });
 // Export actions
-_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen;
+_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
 // Export reducer
 exports.default = expenseAutomationReconciliationView.reducer;
 function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {

package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts

@@ -3,7 +3,7 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
 import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
-import { Account, AccountBase } from '../../../entity/account/accountState';
+import { AccountBase } from '../../../entity/account/accountState';
 import { AccountReconciliationEntity } from '../../../entity/accountRecon/accountReconSelector';
 import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
 import { ClassBase } from '../../../entity/class/classState';
@@ -11,13 +11,8 @@ import { Vendor } from '../../../entity/vendor/vendorState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
 import { AccountReconciliationLocalData, ActionFetchStates, ReconListUIState, ReconciliationTabsState, ReconciliationViewTabType } from '../types/reconciliationViewState';
 export declare const ALL_ACCOUNT_RECON_SECTION_IDS: readonly ["assets", "liabilities"];
-declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
+export declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
 export type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;
-export interface ExcludedAccountReconciliation extends Account {
-    bankBalance?: Amount;
-    clearedBalance?: Amount;
-    variance?: Amount;
-}
 export interface ExpenseAutomationReconciliationViewSelector {
     accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     accountReconciliationBySectionID: Record<AccountReconSectionID, AccountReconciliationBySection>;
@@ -31,7 +26,7 @@ export interface ExpenseAutomationReconciliationViewSelector {
     creditCards: AccountBase[];
     excludeAccountFetchState: FetchStateAndError;
     excludedAccountIDs: ID[];
-    excludedAccountReconciliationByAccountID: Record<ID, ExcludedAccountReconciliation>;
+    excludedAccountReconciliationByAccountID: Record<ID, AccountReconciliationByAccount>;
     excludedAccountReconciliationBySectionID: Record<AccountReconSectionID, AccountReconciliationBySection>;
     fetchStatus: FetchStateAndError;
     includeAccountFetchState: FetchStateAndError;
@@ -69,4 +64,3 @@ export interface AccountReconciliationByAccount {
     transactionFetchState: FetchStateAndError;
     paymentAccountId?: ID;
 }
-export {};

package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js

@@ -1,7 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.ALL_ACCOUNT_RECON_SECTION_IDS = void 0;
+exports.toAccountReconSectionID = exports.ALL_ACCOUNT_RECON_SECTION_IDS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 exports.ALL_ACCOUNT_RECON_SECTION_IDS = ['assets', 'liabilities'];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toAccountReconSectionID = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ACCOUNT_RECON_SECTION_IDS);
+exports.toAccountReconSectionID = toAccountReconSectionID;

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -15,6 +15,7 @@ const accountSelector_1 = require("../../../entity/account/accountSelector");
 const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
+const zeniDayJS_1 = require("../../../zeniDayJS");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
@@ -314,8 +315,50 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         const exclusionInfo = reconciliationViewState.excludedAccountExclusionInfo[excludedAccountID];
         if (account != null) {
             excludedAccountReconciliationByAccountID[excludedAccountID] = {
-                ...account,
-                ...exclusionInfo,
+                refreshStatus: { fetchState: 'Not-Started' },
+                statementUpdateStatus: { fetchState: 'Not-Started' },
+                statementUploadStatus: { fetchState: 'Not-Started' },
+                statementDeleteStatus: { fetchState: 'Not-Started' },
+                localData: {},
+                connectionInProgress: false,
+                statementParseInProgress: false,
+                accountConnectionStatus: 'not_connected',
+                transactionFetchState: { fetchState: 'Not-Started' },
+                accountReconEntity: {
+                    account: {
+                        accountId: account.accountId,
+                        accountName: account.accountName,
+                        accountType: account.accountType,
+                        accountSubType: account.accountSubType,
+                        accountDescription: account.accountDescription,
+                        qboId: account.qboId,
+                        coaId: account.coaId,
+                        labels: account.labels,
+                    },
+                    currency: {
+                        currencyCode: exclusionInfo?.bankBalance?.currencyCode ??
+                            exclusionInfo?.clearedBalance?.currencyCode ??
+                            'USD',
+                        currencySymbol: exclusionInfo?.bankBalance?.currencySymbol ??
+                            exclusionInfo?.clearedBalance?.currencySymbol ??
+                            '$',
+                    },
+                    startDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
+                    endDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
+                    statementStatus: { code: 'not_found', label: 'Not Found' },
+                    transactionsToReconcile: [],
+                    transactionsToReview: [],
+                    balance: exclusionInfo?.bankBalance,
+                    clearedBalance: exclusionInfo?.clearedBalance,
+                    variance: exclusionInfo?.variance,
+                    variancePercentage: exclusionInfo?.variance != null &&
+                        exclusionInfo?.bankBalance != null &&
+                        exclusionInfo?.bankBalance.amount !== 0
+                        ? Math.abs((exclusionInfo.variance.amount /
+                            exclusionInfo.bankBalance.amount) *
+                            100)
+                        : undefined,
+                },
             };
         }
     });

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -91,6 +91,7 @@ export interface ActionFetchStates {
     saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
 }
 export interface ReconListUIState {
+    nodeCollapseState: Record<ID, boolean>;
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.20.3-betaJK2",
+  "version": "4.20.3-betaJK4",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",