@zeniai/client-epic-state 4.20.3-betaRR01 → 4.20.3-betaRR2

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" | "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" | "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" | "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/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" | "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/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" | "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" | "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/companyTaskManagerView/companyTaskManagerViewReducer.d.ts

@@ -1,7 +1,7 @@
 import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { CompanyTaskManagerViewPayload } from './companyTaskManagerViewPayload';
-import { CompanyTaskManagerViewState, CompanyTaskManagerViewUIState } from './companyTaskManagerViewState';
+import { CompanyTaskManagerViewState, CompanyTaskManagerViewUIState, TaskManagerMetrics } from './companyTaskManagerViewState';
 export declare const initialUIState: CompanyTaskManagerViewUIState;
 export declare const initialState: CompanyTaskManagerViewState;
 export declare const fetchCompanyTaskManagerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[pageToken: PageToken, sortKey: "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName", sortOrder: "ascending" | "descending", keepExistingListItems?: any, searchString?: string | undefined], {
@@ -14,6 +14,6 @@ export declare const fetchCompanyTaskManagerView: import("@reduxjs/toolkit").Act
     data: CompanyTaskManagerViewPayload;
 }, "companyTaskManagerView/updateCompanyTaskManagerViewOnSuccess">, updateCompanyTaskManagerViewOnFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], {
     error: ZeniAPIStatus<Record<string, unknown>>;
-}, "companyTaskManagerView/updateCompanyTaskManagerViewOnFailure", never, never>, clearCompanyTaskManagerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyTaskManagerView/clearCompanyTaskManagerView">;
+}, "companyTaskManagerView/updateCompanyTaskManagerViewOnFailure", never, never>, fetchTaskManagerMetrics: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyTaskManagerView/fetchTaskManagerMetrics">, updateTaskManagerMetrics: import("@reduxjs/toolkit").ActionCreatorWithPayload<TaskManagerMetrics, "companyTaskManagerView/updateTaskManagerMetrics">, updateTaskManagerMetricsOnFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyTaskManagerView/updateTaskManagerMetricsOnFailure">, clearCompanyTaskManagerView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyTaskManagerView/clearCompanyTaskManagerView">;
 declare const _default: import("redux").Reducer<CompanyTaskManagerViewState>;
 export default _default;

package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearCompanyTaskManagerView = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
+exports.clearCompanyTaskManagerView = exports.updateTaskManagerMetricsOnFailure = exports.updateTaskManagerMetrics = exports.fetchTaskManagerMetrics = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 exports.initialUIState = {
     filterText: '',
@@ -9,10 +9,18 @@ exports.initialUIState = {
     sortOrder: 'descending',
     pageToken: null,
 };
+const initialMetrics = {
+    closed: 0,
+    open: 0,
+    overdue: 0,
+    total: 0,
+};
 exports.initialState = {
     taskIds: [],
     fetchState: 'Not-Started',
     error: undefined,
+    metrics: initialMetrics,
+    metricsFetchState: 'Not-Started',
     uiState: exports.initialUIState,
     hasValidState() {
         return this.fetchState == 'Completed';
@@ -71,10 +79,20 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
                 return { payload: { error } };
             },
         },
+        fetchTaskManagerMetrics(draft) {
+            draft.metricsFetchState = 'In-Progress';
+        },
+        updateTaskManagerMetrics(draft, action) {
+            draft.metrics = action.payload;
+            draft.metricsFetchState = 'Completed';
+        },
+        updateTaskManagerMetricsOnFailure(draft) {
+            draft.metricsFetchState = 'Error';
+        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView;
+_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.fetchTaskManagerMetrics = _a.fetchTaskManagerMetrics, exports.updateTaskManagerMetrics = _a.updateTaskManagerMetrics, exports.updateTaskManagerMetricsOnFailure = _a.updateTaskManagerMetricsOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView;
 exports.default = companyTaskManagerView.reducer;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.d.ts

@@ -4,7 +4,7 @@ import { Tag } from '../../entity/tag/tagState';
 import { Task } from '../../entity/task/taskState';
 import { User } from '../../entity/user/userState';
 import { RootState } from '../../reducer';
-import { CompanyTaskManagerViewUIState } from './companyTaskManagerViewState';
+import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './companyTaskManagerViewState';
 export interface TaskWithCompanyDetail {
     assignees: User[];
     company: Company;
@@ -13,6 +13,7 @@ export interface TaskWithCompanyDetail {
     task: Task;
 }
 export interface CompanyTaskManagerSelectorView extends SelectorView {
+    metrics: TaskManagerMetrics;
     tasksList: TaskWithCompanyDetail[];
     totalTaskCount: number;
     uiState: CompanyTaskManagerViewUIState;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -7,7 +7,7 @@ const tagSelector_1 = require("../../entity/tag/tagSelector");
 const taskSelector_1 = require("../../entity/task/taskSelector");
 const userSelector_1 = require("../../entity/user/userSelector");
 exports.getCompanyTaskManagerView = (0, toolkit_1.createSelector)((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, fetchState, error, totalTaskCount } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = (0, taskSelector_1.getTaskById)(taskState, taskId);
@@ -30,6 +30,7 @@ exports.getCompanyTaskManagerView = (0, toolkit_1.createSelector)((state) => sta
         }
     });
     return {
+        metrics,
         tasksList,
         uiState,
         fetchState,

package/lib/view/companyTaskManagerView/companyTaskManagerViewState.d.ts

@@ -1,7 +1,13 @@
-import { FetchedState, ID } from '../../commonStateTypes/common';
+import { FetchState, FetchedState, ID } from '../../commonStateTypes/common';
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { TaskManagerViewSortKey } from '../companyView/types/cockpitTypes';
+export interface TaskManagerMetrics {
+    closed: number;
+    open: number;
+    overdue: number;
+    total: number;
+}
 export interface CompanyTaskManagerViewUIState {
     filterText: string;
     pageToken: PageToken;
@@ -9,6 +15,8 @@ export interface CompanyTaskManagerViewUIState {
     sortOrder: SortOrder;
 }
 export interface CompanyTaskManagerViewState extends FetchedState {
+    metrics: TaskManagerMetrics;
+    metricsFetchState: FetchState;
     taskIds: ID[];
     totalTaskCount: number;
     uiState: CompanyTaskManagerViewUIState;

package/lib/view/companyTaskManagerView/epics/fetchTaskManagerMetricsEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure } from '../companyTaskManagerViewReducer';
+export type ActionType = ReturnType<typeof fetchTaskManagerMetrics> | ReturnType<typeof updateTaskManagerMetrics> | ReturnType<typeof updateTaskManagerMetricsOnFailure>;
+export declare const fetchTaskManagerMetricsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyTaskManagerView/epics/fetchTaskManagerMetricsEpic.js

@@ -0,0 +1,21 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchTaskManagerMetricsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
+const fetchTaskManagerMetricsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchTaskManagerMetrics.match), (0, operators_1.switchMap)(() => {
+    const query = JSON.stringify({ is_filter_by_logged_in_user: true });
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es-metrics?query=${encodeURIComponent(query)}`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateTaskManagerMetrics)(response.data.summary));
+        }
+        else {
+            return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateTaskManagerMetricsOnFailure)());
+        }
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateTaskManagerMetricsOnFailure)())));
+}));
+exports.fetchTaskManagerMetricsEpic = fetchTaskManagerMetricsEpic;

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" | "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" | "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/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/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;