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

package/lib/esm/reducer.js

@@ -14,7 +14,6 @@ import chargeCard, { initialState as initialChargeCardState, } from './entity/ch
 import chargeCardRepayment, { initialState as initialChargeCardRepaymentState, } from './entity/chargeCardRepayment/chargeCardRepaymentReducer';
 import chargeCardTransaction, { initialState as initialChargeCardTransactionState, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
 import classes, { initialState as initialClassState, } from './entity/class/classReducer';
-import project, { initialState as initialProjectState, } from './entity/project/projectReducer';
 import company, { initialState as initialCompanyState, } from './entity/company/companyReducer';
 import companyHealthMetric, { initialState as initialCompanyHealthMetricState, } from './entity/companyHealthMetric/companyHealthMetricReducer';
 import connectedAccount, { initialState as initialConnectedAccountState, } from './entity/connectedAccount/connectedAccountReducer';
@@ -42,7 +41,6 @@ import accountingSummary, { initialState as initialAccountingSummaryState, } fro
 import reimbursement, { initialState as initialReimbursementState, } from './entity/reimbursement/reimbursementReducer';
 import sectionAccountsView, { initialState as initialSectionAccountsViewState, } from './entity/sectionAccountsView/sectionAccountsViewReducer';
 import sectionClassesViewV2, { initialState as initialSectionClassesViewStateV2, } from './entity/sectionClassesViewV2/sectionClassesViewReducer';
-import sectionProjectView, { initialState as initialSectionProjectViewState, } from './entity/sectionProjectView/sectionProjectViewReducer';
 import snackbar, { initialSnackbarState, } from './entity/snackbar/snackbarReducer';
 import subscription, { initialState as initialSubscriptionState, } from './entity/subscription/subscription/subscriptionReducer';
 import subscriptionAddOn, { initialState as initialSubscriptionAddOnState, } from './entity/subscription/subscriptionAddOn/subscriptionAddOnReducer';
@@ -69,6 +67,8 @@ import accountMapping, { initialState as initialAccountMappingState, } from './v
 import addressView, { initialState as initialAddressViewState, } from './view/addressView/addressViewReducer';
 import aggregatedReport, { initialState as initialAggregatedReportViewState, } from './view/aiAgentPerformance/aggregatedReportViewReducer';
 import aiCfoView, { initialAiCfoViewState, } from './view/aiCfoView/aiCfoViewReducer';
+import aiAccountantCustomer, { initialAiAccountantCustomerState, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import aiAccountantView, { initialAiAccountantViewState, } from './view/aiAccountantView/aiAccountantViewReducer';
 import apAgingDetail, { initialState as initialApAgingDetailState, } from './view/apAgingView/apAgingDetail/apAgingDetailReducer';
 import apAging, { initialState as initialApAgingState, } from './view/apAgingView/apAgingReport/apAgingReducer';
 import arAgingDetail, { initialState as initialArAgingDetailState, } from './view/arAgingView/arAgingDetail/arAgingDetailReducer';
@@ -124,7 +124,6 @@ import ownerList, { initialState as initialOwnerListState, } from './view/ownerL
 import people, { initialState as initialPeopleState, } from './view/people/peopleReducer';
 import profitAndLoss, { initialState as initialProfitAndLossState, } from './view/profitAndLoss/profitAndLossReducer';
 import profitAndLossClassesView, { initialState as initialProfitAndLossClassesViewState, } from './view/profitAndLossClassesView/profitAndLossClassesViewReducer';
-import profitAndLossProjectView, { initialState as initialProfitAndLossProjectViewState, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import recommendation, { initialState as initialEntityRecommendationState, } from './view/recommendation/recommendationReducer';
 import referralView, { initialState as initialReferralViewState, } from './view/referralView/referralReducer';
 import reimbursementCard, { initialState as initialReimbursementCardState, } from './view/reimbursementCard/reimbursementCardReducer';
@@ -223,6 +222,7 @@ const initialEntitiesState = {
     accountReconState: initialAccountReconState,
     accountState: initialAccountState,
     addressState: initialAddressState,
+    aiAccountantCustomerState: initialAiAccountantCustomerState,
     aiCfoState: initialAiCfoState,
     approvalRuleState: initialApprovalRuleState,
     bankAccountState: initialBankAccountState,
@@ -232,7 +232,6 @@ const initialEntitiesState = {
     chargeCardRepaymentState: initialChargeCardRepaymentState,
     chargeCardTransactionState: initialChargeCardTransactionState,
     classState: initialClassState,
-    projectState: initialProjectState,
     companyHealthMetricState: initialCompanyHealthMetricState,
     companyState: initialCompanyState,
     connectedAccountState: initialConnectedAccountState,
@@ -261,7 +260,6 @@ const initialEntitiesState = {
     reimbursementState: initialReimbursementState,
     sectionAccountsViewState: initialSectionAccountsViewState,
     sectionClassesViewStateV2: initialSectionClassesViewStateV2,
-    sectionProjectViewState: initialSectionProjectViewState,
     snackbarState: initialSnackbarState,
     subscriptionAddOnState: initialSubscriptionAddOnState,
     subscriptionCouponState: initialSubscriptionCouponState,
@@ -291,6 +289,7 @@ const initialViewsState = {
     accountMappingState: initialAccountMappingState,
     addressViewState: initialAddressViewState,
     aggregatedReportViewState: initialAggregatedReportViewState,
+    aiAccountantViewState: initialAiAccountantViewState,
     aiCfoViewState: initialAiCfoViewState,
     apAgingDetailState: initialApAgingDetailState,
     apAgingState: initialApAgingState,
@@ -376,7 +375,6 @@ const initialViewsState = {
     plaidAccountViewState: initialPlaidAccountViewState,
     previousBillsState: initialPreviousBillsState,
     profitAndLossClassesViewState: initialProfitAndLossClassesViewState,
-    profitAndLossProjectViewState: initialProfitAndLossProjectViewState,
     profitAndLossState: initialProfitAndLossState,
     realTimeApprovalState: initialRealTimeApprovalState,
     referralViewState: initialReferralViewState,
@@ -450,6 +448,7 @@ const entityReducers = {
     accountingSummaryState: accountingSummary,
     accountState: account,
     addressState: address,
+    aiAccountantCustomerState: aiAccountantCustomer,
     aiCfoState: aiCfo,
     approvalRuleState: approvalRule,
     bankAccountState: bankAccount,
@@ -460,7 +459,6 @@ const entityReducers = {
     chargeCardRepaymentState: chargeCardRepayment,
     chargeCardTransactionState: chargeCardTransaction,
     classState: classes,
-    projectState: project,
     companyHealthMetricState: companyHealthMetric,
     companyState: company,
     connectedAccountState: connectedAccount,
@@ -489,7 +487,6 @@ const entityReducers = {
     reimbursementState: reimbursement,
     sectionAccountsViewState: sectionAccountsView,
     sectionClassesViewStateV2: sectionClassesViewV2,
-    sectionProjectViewState: sectionProjectView,
     snackbarState: snackbar,
     subscriptionAddOnState: subscriptionAddOn,
     subscriptionCouponState: subscriptionCoupon,
@@ -519,6 +516,7 @@ const viewReducers = {
     accountMappingState: accountMapping,
     addressViewState: addressView,
     aggregatedReportViewState: aggregatedReport,
+    aiAccountantViewState: aiAccountantView,
     aiCfoViewState: aiCfoView,
     apAgingDetailState: apAgingDetail,
     apAgingState: apAging,
@@ -604,7 +602,6 @@ const viewReducers = {
     plaidAccountViewState: plaidAccountView,
     previousBillsState: previousBills,
     profitAndLossClassesViewState: profitAndLossClassesView,
-    profitAndLossProjectViewState: profitAndLossProjectView,
     profitAndLossState: profitAndLoss,
     realTimeApprovalState: realTimeApproval,
     referralViewState: referralView,

package/lib/esm/view/aiAccountantView/aiAccountantViewPayload.js

@@ -0,0 +1,2 @@
+// Re-export entity payload types and mapping functions.
+export { toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';

package/lib/esm/view/aiAccountantView/aiAccountantViewReducer.js

@@ -0,0 +1,149 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialAiAccountantViewState = {
+    customersByTenantId: {},
+    customersFetchStatus: { fetchState: 'Not-Started' },
+    selectedTenantIdsForJobTrigger: [],
+    triggerJobStatus: { fetchState: 'Not-Started' },
+    uiState: {
+        filterText: '',
+        filters: {},
+        selectedCustomerTenantId: '',
+        sortKey: 'companyName',
+        sortOrder: 'ascending',
+    },
+};
+const aiAccountantView = createSlice({
+    name: 'aiAccountantView',
+    initialState: initialAiAccountantViewState,
+    reducers: {
+        // ── Customers ──
+        fetchAiAccountantCustomers(draft) {
+            draft.customersFetchStatus = { fetchState: 'In-Progress' };
+        },
+        updateAiAccountantCustomers(draft, action) {
+            draft.customersByTenantId = toCustomersByTenantId(action.payload, draft.customersByTenantId);
+            draft.customersFetchStatus = { fetchState: 'Completed' };
+        },
+        updateAiAccountantCustomersFailure(draft, action) {
+            draft.customersFetchStatus = {
+                fetchState: 'Error',
+                error: action.payload,
+            };
+        },
+        // ── Jobs ──
+        fetchAiAccountantJobs: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.jobsFetchStatus = { fetchState: 'In-Progress' };
+                }
+            },
+            prepare(tenantId, fetchNextPage) {
+                return { payload: { tenantId, fetchNextPage: fetchNextPage ?? false } };
+            },
+        },
+        updateAiAccountantJobs: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.jobsFetchStatus = { fetchState: 'Completed' };
+                    customerView.jobsPageToken = action.payload.nextPageToken;
+                }
+            },
+            prepare(tenantId, nextPageToken) {
+                return { payload: { tenantId, nextPageToken: nextPageToken ?? null } };
+            },
+        },
+        updateAiAccountantJobsFailure(draft, action) {
+            const customerView = draft.customersByTenantId[action.payload.tenantId];
+            if (customerView != null) {
+                customerView.jobsFetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            }
+        },
+        setSelectedTenantIdsForJobTrigger(draft, action) {
+            draft.selectedTenantIdsForJobTrigger = action.payload;
+        },
+        // ── Trigger Job ──
+        triggerAiAccountantJob: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.triggerJobStatus = { fetchState: 'In-Progress' };
+            },
+            prepare(operationType, startDate, endDate) {
+                return { payload: { operationType, startDate, endDate } };
+            },
+        },
+        triggerAiAccountantJobSuccess(draft) {
+            draft.triggerJobStatus = { fetchState: 'Completed' };
+        },
+        triggerAiAccountantJobFailure(draft, action) {
+            draft.triggerJobStatus = { fetchState: 'Error', error: action.payload };
+        },
+        // ── Cancel Onboarding ──
+        cancelAiAccountantOnboarding: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = { fetchState: 'In-Progress' };
+                }
+            },
+            prepare(companyId, tenantId) {
+                return { payload: { companyId, tenantId } };
+            },
+        },
+        cancelAiAccountantOnboardingSuccess: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = { fetchState: 'Completed' };
+                }
+            },
+            prepare(tenantId) {
+                return { payload: { tenantId } };
+            },
+        },
+        cancelAiAccountantOnboardingFailure: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = {
+                        fetchState: 'Error',
+                        error: action.payload.error,
+                    };
+                }
+            },
+            prepare(tenantId, error) {
+                return { payload: { tenantId, error } };
+            },
+        },
+        // ── UI State ──
+        updateAiAccountantUIState(draft, action) {
+            Object.assign(draft.uiState, action.payload);
+        },
+        // ── Clear ──
+        clearAiAccountantView() {
+            return initialAiAccountantViewState;
+        },
+    },
+});
+export const { cancelAiAccountantOnboarding, cancelAiAccountantOnboardingFailure, cancelAiAccountantOnboardingSuccess, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, triggerAiAccountantJobFailure, triggerAiAccountantJobSuccess, updateAiAccountantCustomers, updateAiAccountantCustomersFailure, updateAiAccountantJobs, updateAiAccountantJobsFailure, updateAiAccountantUIState, } = aiAccountantView.actions;
+export default aiAccountantView.reducer;
+// ── Helpers ──
+const toCustomersByTenantId = (customers, existing) => {
+    const result = {};
+    for (const payload of customers) {
+        const tenantId = payload.tenant_id;
+        const existingState = existing[tenantId];
+        result[tenantId] = existingState ?? {
+            cancelOnboardingStatus: { fetchState: 'Not-Started' },
+            jobsFetchStatus: { fetchState: 'Not-Started' },
+            jobsPageToken: null,
+            tenantId,
+        };
+    }
+    return result;
+};

package/lib/esm/view/aiAccountantView/aiAccountantViewSelector.js

@@ -0,0 +1,72 @@
+import { createSelector } from '@reduxjs/toolkit';
+import orderBy from 'lodash/orderBy';
+import { getAiAccountantCustomers, } from '../../entity/aiAccountantCustomer/aiAccountantCustomerSelector';
+export const getAiAccountantCockpitView = createSelector((state) => state.aiAccountantViewState, (state) => state.aiAccountantCustomerState, (state) => state.userState, (viewState, customerEntityState, userState) => {
+    const { customersByTenantId, customersFetchStatus, selectedTenantIdsForJobTrigger, triggerJobStatus, uiState, } = viewState;
+    const allCustomers = getAiAccountantCustomers(customerEntityState, userState);
+    let filteredCustomers = allCustomers;
+    // Text filter
+    const trimmedFilterText = uiState.filterText.trim();
+    if (trimmedFilterText.length > 0) {
+        const query = trimmedFilterText.toLowerCase();
+        filteredCustomers = filteredCustomers.filter((customer) => customer.companyName.toLowerCase().includes(query) ||
+            customer.tenantId.toLowerCase().includes(query));
+    }
+    // Cockpit filters (e.g. enrollmentStatus)
+    const enrollmentStatusFilter = uiState.filters.categories?.find((category) => category.field === 'enrollmentStatus');
+    if (enrollmentStatusFilter != null &&
+        enrollmentStatusFilter.values.length > 0) {
+        const selectedStatuses = enrollmentStatusFilter.values.map(String);
+        const isEqual = enrollmentStatusFilter.matchingOperator === 'equal';
+        filteredCustomers = filteredCustomers.filter((customer) => {
+            const status = customer.enrollment?.status ?? 'unknown';
+            const matches = selectedStatuses.includes(status);
+            return isEqual ? matches : !matches;
+        });
+    }
+    // Sorting
+    const sortedCustomers = getSortedCustomers(filteredCustomers, uiState.sortKey, uiState.sortOrder);
+    const selectedCustomersForJobTrigger = allCustomers.filter((customer) => selectedTenantIdsForJobTrigger.includes(customer.tenantId));
+    return {
+        averageAccuracy: calcOverallAverageAccuracy(allCustomers),
+        fetchState: customersFetchStatus.fetchState,
+        error: customersFetchStatus.error,
+        customers: sortedCustomers,
+        customerViewStateByTenantId: customersByTenantId,
+        selectedCustomersForJobTrigger,
+        triggerJobStatus,
+        uiState,
+    };
+});
+// ── Helpers ──
+const getSortedCustomers = (customers, sortKey, sortOrder) => {
+    const direction = sortOrder === 'ascending' ? 'asc' : 'desc';
+    return orderBy(customers, (customer) => {
+        switch (sortKey) {
+            case 'companyName':
+                return customer.companyName.toLowerCase();
+            case 'status':
+                return (customer.enrollment?.status ?? 'unknown').toLowerCase();
+            case 'bookcloseDate':
+                return customer.bookcloseDate?.valueOf() ?? 0;
+            case 'latestTraining':
+                return customer.enrollment?.latestTraining?.valueOf() ?? 0;
+            case 'latestSync':
+                return customer.enrollment?.latestTransactionSync?.valueOf() ?? 0;
+            case 'accuracy':
+                return customer.averageAccuracy;
+            default:
+                return customer.companyName.toLowerCase();
+        }
+    }, direction);
+};
+const calcOverallAverageAccuracy = (customers) => {
+    const customerAccuracies = customers
+        .map((customer) => customer.averageAccuracy)
+        .filter((accuracy) => accuracy > 0);
+    if (customerAccuracies.length === 0) {
+        return 0;
+    }
+    return (customerAccuracies.reduce((sum, accuracy) => sum + accuracy, 0) /
+        customerAccuracies.length);
+};

package/lib/esm/view/aiAccountantView/aiAccountantViewState.js

@@ -0,0 +1,11 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+const ALL_AI_ACCOUNTANT_SORT_KEYS = [
+    'companyName',
+    'status',
+    'bookcloseDate',
+    'latestTraining',
+    'latestSync',
+    'accuracy',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toAiAccountantSortKeyType = (v) => stringToUnion(v, ALL_AI_ACCOUNTANT_SORT_KEYS);

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)}`),
+    }))));
+}));