@zeniai/client-epic-state 4.20.3-betaRD2 → 4.20.3-betaRD21

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

@@ -0,0 +1,56 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.triggerAiAccountantJobEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const aiAccountantViewReducer_1 = require("../aiAccountantViewReducer");
+const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiAccountantViewReducer_1.triggerAiAccountantJob.match), (0, operators_1.mergeMap)((action) => {
+    const { operationType, startDate, endDate } = action.payload;
+    const rootState = state$.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((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, rxjs_1.from)([
+                (0, aiAccountantViewReducer_1.triggerAiAccountantJobSuccess)(),
+                (0, aiAccountantViewReducer_1.fetchAiAccountantCustomers)(),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'common',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        else {
+            return (0, rxjs_1.from)([
+                (0, aiAccountantViewReducer_1.triggerAiAccountantJobFailure)(response.status),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'common',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, aiAccountantViewReducer_1.triggerAiAccountantJobFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'AI Accountant trigger job failed: ' +
+            JSON.stringify(error))),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'common',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.triggerAiAccountantJobEpic = triggerAiAccountantJobEpic;

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

@@ -5,7 +5,7 @@ import { ZeniDate } from '../../zeniDayJS';
 import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
 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" | "profit_and_loss_by_projects" | "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";
+declare const toAuditRuleEntityIdType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "uncategorized-expense" | "uncategorized-income";
 export type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;
 export declare const toAuditRuleTypeIdType: (v: string) => "accounting" | "business";
 type AuditRuleTypeIdType = ReturnType<typeof toAuditRuleTypeIdType>;

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

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

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

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCardBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "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";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;
@@ -19,7 +19,6 @@ export declare const getCardBalance: (state: RootState) => {
         qboId: string | undefined;
         coaId: string | undefined;
         classesViewParentId: import("../../commonStateTypes/classesView/nestedClassID").ClassesViewParentID | undefined;
-        projectsViewParentId: import("../../commonStateTypes/projectView/projectViewParentID").ProjectsViewParentID | undefined;
         accountsViewParentId: import("../../commonStateTypes/accountView/nestedAccountID").AccountsViewParentID | undefined;
         labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
         isBillEditableCoaAccountType: boolean;

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

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCashBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "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";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;
@@ -19,7 +19,6 @@ export declare const getCashBalance: (state: RootState) => {
         qboId: string | undefined;
         coaId: string | undefined;
         classesViewParentId: import("../../commonStateTypes/classesView/nestedClassID").ClassesViewParentID | undefined;
-        projectsViewParentId: import("../../commonStateTypes/projectView/projectViewParentID").ProjectsViewParentID | undefined;
         accountsViewParentId: import("../../commonStateTypes/accountView/nestedAccountID").AccountsViewParentID | undefined;
         labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
         isBillEditableCoaAccountType: boolean;

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

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

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

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

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -1,12 +1,13 @@
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { ZeniDate } from '../../../zeniDayJS';
+import { AiAccountantFilterCategoryField } from '../../aiAccountantView/aiAccountantViewState';
 import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscriptionTypes';
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
-export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "companyName" | "monthlyRecurringRevenue" | "task" | "notes" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
-export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "notes" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "expenses" | "runway" | "cashBalance" | "revenues" | "netIncome";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
+export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
@@ -21,7 +22,7 @@ export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not-equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

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

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

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

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { excludeAccountFromReconciliation, excludeAccountFromReconciliationFailure, excludeAccountFromReconciliationSuccess } from '../../reducers/reconciliationViewReducer';
+export type ActionType = ReturnType<typeof excludeAccountFromReconciliation> | ReturnType<typeof changeAccountKey> | ReturnType<typeof excludeAccountFromReconciliationSuccess> | ReturnType<typeof excludeAccountFromReconciliationFailure>;
+export declare const excludeAccountFromReconciliationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.excludeAccountFromReconciliationEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const accountReducer_1 = require("../../../../entity/account/accountReducer");
+const accountState_1 = require("../../../../entity/account/accountState");
+const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
+const excludeAccountFromReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.excludeAccountFromReconciliation.match), (0, operators_1.mergeMap)((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const reconciliationData = (0, accountReconSelector_1.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((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            const newAccountKey = (0, accountState_1.getAccountKey)('excluded_account_reconciliation', accountId);
+            const oldAccountKey = (0, accountState_1.getAccountKey)('account_reconciliation', accountId);
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.excludeAccountFromReconciliationSuccess)({
+                account: response.data?.excluded_account ?? undefined,
+                selectedPeriod,
+            }), (0, accountReducer_1.changeAccountKey)({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.excludeAccountFromReconciliationFailure)({
+                error: response.status,
+            }));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, reconciliationViewReducer_1.excludeAccountFromReconciliationFailure)({
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Exclude account from reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));
+exports.excludeAccountFromReconciliationEpic = excludeAccountFromReconciliationEpic;

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

@@ -56,22 +56,17 @@ const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => actions$.pipe
         return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
                 const updateActions = [];
-                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'));
-                updateActions.push((0, userReducer_1.updateAllUsers)({
+                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
+                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'), (0, accountReducer_1.updateAccounts)(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), (0, userReducer_1.updateAllUsers)({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }));
-                updateActions.push((0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }));
-                const allTransactionsPerRecon = (0, reconciliationHelpers_1.getAllReviewTransactionsFromReconcilePayload)(response.data.reconciliation);
-                updateActions.push((0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'));
-                updateActions.push((0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
+                }), (0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }), (0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'), (0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = (0, exports.prepareReviewTabLocalData)(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = (0, saveReconciliationDetailEpic_1.getTransactionIdFromCheckedMatchedTransactionPayload)(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push((0, reconciliationViewReducer_1.updateReconcileTabLocalData)({
                         selectedTransactionIds: selectedTransactionIds,
-                    }));
-                    updateActions.push((0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
+                    }), (0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
                 }
                 updateActions.push((0, reconciliationViewReducer_1.fetchReconciliationSuccess)(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return (0, rxjs_1.from)(updateActions);

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

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { includeAccountInReconciliation, includeAccountInReconciliationFailure, includeAccountInReconciliationSuccess } from '../../reducers/reconciliationViewReducer';
+export type ActionType = ReturnType<typeof includeAccountInReconciliation> | ReturnType<typeof includeAccountInReconciliationSuccess> | ReturnType<typeof includeAccountInReconciliationFailure> | ReturnType<typeof changeAccountKey> | ReturnType<typeof updateAccountRecon>;
+export declare const includeAccountInReconciliationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.includeAccountInReconciliationEpic = void 0;
+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 accountState_1 = require("../../../../entity/account/accountState");
+const accountReconReducer_1 = require("../../../../entity/accountRecon/accountReconReducer");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../../../responsePayload");
+const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
+const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.includeAccountInReconciliation.match), (0, operators_1.mergeMap)((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const period = (0, timePeriod_1.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((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const reconciliation = response.data.reconciliation;
+            const oldAccountKey = (0, accountState_1.getAccountKey)('excluded_account_reconciliation', reconciliation.account_id);
+            const newAccountKey = (0, accountState_1.getAccountKey)('account_reconciliation', reconciliation.account_id);
+            return (0, rxjs_1.of)((0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, [reconciliation]), (0, reconciliationViewReducer_1.includeAccountInReconciliationSuccess)({
+                reconciliation,
+                selectedPeriod,
+            }), (0, accountReducer_1.changeAccountKey)({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.includeAccountInReconciliationFailure)({
+                error: response.status,
+            }));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, reconciliationViewReducer_1.includeAccountInReconciliationFailure)({
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }))));
+}));
+exports.includeAccountInReconciliationEpic = includeAccountInReconciliationEpic;

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -38,7 +38,7 @@ export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLoca
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
     messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
-    messageText: "notification" | "success" | "failed";
+    messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {
         variableName: string;

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';
@@ -12,11 +13,20 @@ import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/re
 export interface AccountAndPaymentAccountPayload extends AccountPayload {
     payment_account_id: string | null;
 }
+interface ExclusionInfoPayload {
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+}
+export interface ExcludedAccountPayload extends AccountAndPaymentAccountPayload {
+    exclusion_info: ExclusionInfoPayload;
+}
 export interface ReconciliationPayload {
     accounts: AccountAndPaymentAccountPayload[];
     files: FilePayload[];
     reconciliation: ReconciliationDataPayload[];
     users: UserPayload[];
+    excluded_accounts?: ExcludedAccountPayload[];
 }
 export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
 export interface SaveReconciliationReviewPayload {
@@ -29,6 +39,28 @@ export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(st
         review: TransactionsToReviewPayload[];
     };
 };
+export interface ExcludeAccountFromReconciliationRequestPayload {
+    account_id: ID;
+    bank_balance: number;
+    cleared_balance: number;
+    variance: number;
+}
+export interface ExcludedAccountFromReconciliationPayload {
+    account_id: ID;
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+    currency_code?: string;
+    currency_symbol?: string;
+}
+export interface ExcludeAccountFromReconciliationResponsePayload {
+    excluded_account: ExcludedAccountFromReconciliationPayload;
+}
+export type ExcludeAccountFromReconciliationResponse = ZeniAPIResponse<ExcludeAccountFromReconciliationResponsePayload>;
+export interface IncludeAccountInReconciliationResponsePayload {
+    reconciliation: ReconciliationDataPayload;
+}
+export type IncludeAccountInReconciliationResponse = ZeniAPIResponse<IncludeAccountInReconciliationResponsePayload>;
 export interface DeleteStatementResponsePayload {
     statement_upload: {
         statement_data_status: StatusCodeWithLabelPayload;
@@ -54,3 +86,4 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
+export {};

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

@@ -48,7 +48,8 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        sortKey: 'startMonth',
+        selectedMainTab: 'pending_review',
+        sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
@@ -384,6 +385,9 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.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, exports.initialState);

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

@@ -2,9 +2,10 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { FetchState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
-import { AccountReconciliationLocalData, ActionFetchStates, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+import { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
+import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
 export declare const initialReconciliationTabsState: ReconciliationTabsState;
 export declare const initialActionFetchState: ActionFetchStates;
 export declare const initialState: ReconciliationViewState;
@@ -86,7 +87,17 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     accountId: ID;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, excludeAccountFromReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/excludeAccountFromReconciliation", never, never>, excludeAccountFromReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    account?: ExcludedAccountFromReconciliationPayload;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationSuccess">, excludeAccountFromReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationFailure">, includeAccountInReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/includeAccountInReconciliation", never, never>, includeAccountInReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    reconciliation?: ReconciliationDataPayload;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationSuccess">, includeAccountInReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accountId: ID;
     payload: UploadStatementDocumentAIPayload;
     selectedPeriod: MonthYearPeriod;
@@ -99,6 +110,9 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     statementUploadChosen: boolean;
-}, "expenseAutomationReconciliationView/updateStatementUploadChosen">;
+}, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    collapsed: boolean;
+    nodeId: ID;
+}, "expenseAutomationReconciliationView/updateNodeCollapseState">;
 declare const _default: import("redux").Reducer<ReconciliationViewState>;
 export default _default;