@zeniai/client-epic-state 4.20.3-betaRD11 → 4.20.3-betaRD21

package/lib/esm/view/aiAccountantView/epics/cancelAiAccountantOnboardingEpic.js

@@ -0,0 +1,46 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { cancelAiAccountantOnboarding, cancelAiAccountantOnboardingFailure, cancelAiAccountantOnboardingSuccess, fetchAiAccountantCustomers, } from '../aiAccountantViewReducer';
+export const cancelAiAccountantOnboardingEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(cancelAiAccountantOnboarding.match), mergeMap((action) => {
+    const { tenantId, companyId } = action.payload;
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/cancel-onboarding`;
+    return zeniAPI
+        .postAndGetJSON(url, {
+        tenant_id: tenantId,
+        company_id: companyId,
+    })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                cancelAiAccountantOnboardingSuccess(tenantId),
+                fetchAiAccountantCustomers(),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        else {
+            return from([
+                cancelAiAccountantOnboardingFailure(tenantId, response.status),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        cancelAiAccountantOnboardingFailure(tenantId, createZeniAPIStatus('Unexpected error', 'AI Accountant cancel onboarding failed: ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'common',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantCustomersEpic.js

@@ -0,0 +1,27 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAiAccountantCustomers as updateAiAccountantCustomerEntities } from '../../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomersFailure, } from '../aiAccountantViewReducer';
+export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchAiAccountantCustomers.match), switchMap(() => {
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/customers`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const customers = response.data?.customers ?? [];
+            const users = response.data?.users ?? [];
+            return from([
+                updateAiAccountantCustomerEntities(customers),
+                updateAllUsers({ users }),
+                updateAiAccountantCustomers(customers),
+            ]);
+        }
+        else {
+            return of(updateAiAccountantCustomersFailure(response.status));
+        }
+    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantJobsEpic.js

@@ -0,0 +1,47 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAiAccountantJobs as updateAiAccountantJobEntities } from '../../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantJobs, updateAiAccountantJobs, updateAiAccountantJobsFailure, } from '../aiAccountantViewReducer';
+export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchAiAccountantJobs.match), switchMap((action) => {
+    const { tenantId, fetchNextPage } = action.payload;
+    const rootState = state$.value;
+    const customerView = rootState.aiAccountantViewState.customersByTenantId[tenantId];
+    const pageToken = fetchNextPage && customerView?.jobsPageToken != null
+        ? customerView.jobsPageToken
+        : null;
+    const params = new URLSearchParams({
+        page_size: '50',
+        tenant_id: tenantId,
+    });
+    if (pageToken != null) {
+        params.set('page_token', pageToken);
+    }
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/jobs?${params.toString()}`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const jobs = response.data?.jobs ?? [];
+            const users = response.data?.users ?? [];
+            const nextPageToken = response.data?.next_page_token ?? null;
+            return from([
+                updateAllUsers({ users }),
+                updateAiAccountantJobEntities(tenantId, jobs, fetchNextPage),
+                updateAiAccountantJobs(tenantId, nextPageToken),
+            ]);
+        }
+        else {
+            return of(updateAiAccountantJobsFailure({
+                tenantId,
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(updateAiAccountantJobsFailure({
+        tenantId,
+        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/aiAccountantView/epics/triggerAiAccountantJobEpic.js

@@ -0,0 +1,52 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantCustomers, triggerAiAccountantJob, triggerAiAccountantJobFailure, triggerAiAccountantJobSuccess, } from '../aiAccountantViewReducer';
+export const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(triggerAiAccountantJob.match), mergeMap((action) => {
+    const { operationType, startDate, endDate } = action.payload;
+    const rootState = state$.value;
+    const selectedTenantIds = rootState.aiAccountantViewState.selectedTenantIdsForJobTrigger;
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/jobs`;
+    return zeniAPI
+        .postAndGetJSON(url, {
+        tenant_ids: selectedTenantIds,
+        operation_type: operationType,
+        params: {
+            start_date: startDate,
+            end_date: endDate,
+        },
+    })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                triggerAiAccountantJobSuccess(),
+                fetchAiAccountantCustomers(),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        else {
+            return from([
+                triggerAiAccountantJobFailure(response.status),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        triggerAiAccountantJobFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant trigger job failed: ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'common',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

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

@@ -0,0 +1,44 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { excludeAccountFromReconciliation, excludeAccountFromReconciliationFailure, excludeAccountFromReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const excludeAccountFromReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(excludeAccountFromReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const reconciliationData = getAccountReconByAccountIdAndSelectedPeriod(state, accountId, selectedPeriod);
+    const payload = {
+        account_id: accountId,
+        bank_balance: reconciliationData?.balance?.amount ?? null,
+        cleared_balance: reconciliationData?.clearedBalance?.amount ?? null,
+        variance: reconciliationData?.variance?.amount ?? null,
+    };
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts`;
+    return zeniAPI
+        .postAndGetJSON(apiUrl, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const newAccountKey = getAccountKey('excluded_account_reconciliation', accountId);
+            const oldAccountKey = getAccountKey('account_reconciliation', accountId);
+            return of(excludeAccountFromReconciliationSuccess({
+                account: response.data?.excluded_account ?? undefined,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return of(excludeAccountFromReconciliationFailure({
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(excludeAccountFromReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Exclude account from reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));

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

@@ -53,22 +53,17 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
         return zeniAPI.getJSON(apiUrl).pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const updateActions = [];
-                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'));
-                updateActions.push(updateAllUsers({
+                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
+                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'), updateAccounts(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), updateAllUsers({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }));
-                updateActions.push(updateFiles({ files: response.data.files ?? [] }));
-                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
-                updateActions.push(updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'));
-                updateActions.push(updateAccountRecon(selectedPeriod, response.data.reconciliation));
+                }), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = prepareReviewTabLocalData(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = getTransactionIdFromCheckedMatchedTransactionPayload(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push(updateReconcileTabLocalData({
                         selectedTransactionIds: selectedTransactionIds,
-                    }));
-                    updateActions.push(initializeReconciliationReviewTabLocalData(reviewTabLocalData));
+                    }), initializeReconciliationReviewTabLocalData(reviewTabLocalData));
                 }
                 updateActions.push(fetchReconciliationSuccess(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return from(updateActions);

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

@@ -0,0 +1,44 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { includeAccountInReconciliation, includeAccountInReconciliationFailure, includeAccountInReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(includeAccountInReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const period = convertToPeriod(selectedPeriod, true);
+    const query = JSON.stringify({
+        start_date: period.start,
+        end_date: period.end,
+    });
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts/${accountId}?query=${encodeURIComponent(query)}`;
+    return zeniAPI
+        .deleteAndGetJSON(apiUrl)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const reconciliation = response.data.reconciliation;
+            const oldAccountKey = getAccountKey('excluded_account_reconciliation', reconciliation.account_id);
+            const newAccountKey = getAccountKey('account_reconciliation', reconciliation.account_id);
+            return of(updateAccountRecon(selectedPeriod, [reconciliation]), includeAccountInReconciliationSuccess({
+                reconciliation,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return of(includeAccountInReconciliationFailure({
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(includeAccountInReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));

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

@@ -44,7 +44,8 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        sortKey: 'startMonth',
+        selectedMainTab: 'pending_review',
+        sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
@@ -380,6 +381,9 @@ const expenseAutomationJESchedulesView = createSlice({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
+            if (action.payload.selectedMainTab != null) {
+                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            }
         },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, initialState);

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

@@ -37,7 +37,15 @@ export const initialReconciliationTabsState = {
     },
 };
 export const initialActionFetchState = {
+    excludeAccountFetch: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     excludeFetchById: {},
+    includeAccountFetch: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     reconcileFetch: {
         fetchState: 'Not-Started',
         error: undefined,
@@ -51,6 +59,7 @@ export const initialActionFetchState = {
 export const initialState = {
     accountReconciliationRecordsBySelectedPeriod: {},
     accountConnectionStatusByAccountID: {},
+    excludedAccountExclusionInfo: {},
     fetchState: 'Not-Started',
     error: undefined,
     selectedTab: 'review',
@@ -60,10 +69,12 @@ export const initialState = {
     selectedAccountId: undefined,
     statementUploadChosen: false,
     reconListUIState: {
+        nodeCollapseState: {},
         scrollPosition: {
             scrollTop: 0,
         },
     },
+    excludedAccountIDs: [],
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = createSlice({
@@ -132,7 +143,7 @@ const expenseAutomationReconciliationView = createSlice({
         fetchReconciliationSuccess: {
             reducer(draft, action) {
                 if (action.payload.accountId == null) {
-                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground);
+                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
                 }
                 else if (action.payload.reconciliation.reconciliation.length > 0 &&
                     action.payload.reconciliation.accounts.length > 0) {
@@ -344,6 +355,10 @@ const expenseAutomationReconciliationView = 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) {
@@ -421,6 +436,85 @@ const expenseAutomationReconciliationView = createSlice({
                 ...localData,
             };
         },
+        excludeAccountFromReconciliation: {
+            reducer(draft) {
+                draft.actionFetchState.excludeAccountFetch = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        excludeAccountFromReconciliationSuccess: (draft, action) => {
+            draft.actionFetchState.excludeAccountFetch = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            const { account, selectedPeriod } = action.payload;
+            if (account != null) {
+                if (!draft.excludedAccountIDs.includes(account.account_id)) {
+                    draft.excludedAccountIDs.push(account.account_id);
+                }
+                updateExcludedAccountExclusionInfo(draft, account);
+                const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);
+                if (draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId]
+                    ?.accountIDs != null) {
+                    draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs.filter((id) => id !== account.account_id);
+                }
+            }
+        },
+        excludeAccountFromReconciliationFailure: (draft, action) => {
+            draft.actionFetchState.excludeAccountFetch = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        includeAccountInReconciliation: {
+            reducer(draft) {
+                draft.actionFetchState.includeAccountFetch = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        includeAccountInReconciliationSuccess: (draft, action) => {
+            draft.actionFetchState.includeAccountFetch = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            const { reconciliation, selectedPeriod } = action.payload;
+            if (reconciliation == null) {
+                return;
+            }
+            const accountId = reconciliation.account_id;
+            draft.excludedAccountIDs = draft.excludedAccountIDs.filter((id) => id !== accountId);
+            delete draft.excludedAccountExclusionInfo[accountId];
+            const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);
+            const accountReconciliationRecords = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId];
+            if (accountReconciliationRecords != null) {
+                if (!accountReconciliationRecords.accountIDs.includes(accountId)) {
+                    accountReconciliationRecords.accountIDs.push(accountId);
+                }
+                // put this in a function
+                updateReconciliationByAccountIDOnIncludeAccount(draft, accountId, reconciliation, monthYearPeriodId);
+            }
+            draft.accountConnectionStatusByAccountID[accountId] = {
+                status: toBankStatusCodeType(reconciliation.bank_status.code),
+                connectionInProgress: false,
+                paymentAccountId: undefined,
+            };
+        },
+        includeAccountInReconciliationFailure: (draft, action) => {
+            draft.actionFetchState.includeAccountFetch = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
         updateStatementUploadChosen: (draft, action) => {
             draft.statementUploadChosen = action.payload.statementUploadChosen;
         },
@@ -430,10 +524,38 @@ const expenseAutomationReconciliationView = createSlice({
     },
 });
 // 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, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
 // Export reducer
 export default expenseAutomationReconciliationView.reducer;
-function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground) {
+function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
+    draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
+    draft.excludedAccountExclusionInfo = {};
+    excludedAccounts.forEach((ea) => {
+        const { exclusion_info } = ea;
+        draft.excludedAccountExclusionInfo[ea.account_id] = {
+            bankBalance: exclusion_info.bank_balance != null
+                ? {
+                    amount: exclusion_info.bank_balance,
+                    currencyCode: ea.currency_code ?? 'USD',
+                    currencySymbol: ea.currency_symbol ?? '$',
+                }
+                : undefined,
+            clearedBalance: exclusion_info.cleared_balance != null
+                ? {
+                    amount: exclusion_info.cleared_balance,
+                    currencyCode: ea.currency_code ?? 'USD',
+                    currencySymbol: ea.currency_symbol ?? '$',
+                }
+                : undefined,
+            variance: exclusion_info.variance != null
+                ? {
+                    amount: exclusion_info.variance,
+                    currencyCode: ea.currency_code ?? 'USD',
+                    currencySymbol: ea.currency_symbol ?? '$',
+                }
+                : undefined,
+        };
+    });
     draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] = {
         accountIDs: [],
         reconciliationByAccountID: {},
@@ -516,3 +638,41 @@ function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accoun
         };
     }
 }
+const updateExcludedAccountExclusionInfo = (draft, account) => {
+    draft.excludedAccountExclusionInfo[account.account_id] = {
+        bankBalance: account.bank_balance != null
+            ? {
+                amount: account.bank_balance,
+                currencyCode: account.currency_code ?? 'USD',
+                currencySymbol: account.currency_symbol ?? '$',
+            }
+            : undefined,
+        clearedBalance: account.cleared_balance != null
+            ? {
+                amount: account.cleared_balance,
+                currencyCode: account.currency_code ?? 'USD',
+                currencySymbol: account.currency_symbol ?? '$',
+            }
+            : undefined,
+        variance: account.variance != null
+            ? {
+                amount: account.variance,
+                currencyCode: account.currency_code ?? 'USD',
+                currencySymbol: account.currency_symbol ?? '$',
+            }
+            : undefined,
+    };
+};
+const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, reconciliation, monthYearPeriodId) => {
+    draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].reconciliationByAccountID[accountId] = {
+        accountId,
+        reconciliationId: reconciliation.reconciliation_id ?? undefined,
+        transactionFetchState: { fetchState: 'Not-Started', error: undefined },
+        refreshStatus: { fetchState: 'Not-Started', error: undefined },
+        statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
+        statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
+        statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
+        statementParseInProgress: reconciliation.bank_status.code === 'parsing',
+        localData: {},
+    };
+};

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

@@ -1,4 +1,3 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
 export const ALL_ACCOUNT_RECON_SECTION_IDS = ['assets', 'liabilities'];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toAccountReconSectionID = (v) => stringToUnion(v, ALL_ACCOUNT_RECON_SECTION_IDS);
+export const toAccountReconSectionID = (v) => stringToUnion(v, ALL_ACCOUNT_RECON_SECTION_IDS);