@zeniai/client-epic-state 4.20.3-betaRR2 → 4.20.3-betaSS1

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" | "excluded_account_reconciliation")[] | 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")[] | 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" | "excluded_account_reconciliation")[];
+    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")[];
 }, "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/fetchReconciliationViewEpic.js

@@ -56,17 +56,22 @@ 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 = [];
-                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)({
+                updateActions.push((0, accountReducer_1.updateAccounts)(response.data.accounts, 'account_reconciliation'));
+                updateActions.push((0, userReducer_1.updateAllUsers)({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }), (0, fileReducer_1.updateFiles)({ files: response.data.files ?? [] }), (0, transactionReducer_1.updateMultipleReconcileTransactions)(allTransactionsPerRecon, 'merge'), (0, accountReconReducer_1.updateAccountRecon)(selectedPeriod, response.data.reconciliation));
+                }));
+                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));
                 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,
-                    }), (0, reconciliationViewReducer_1.initializeReconciliationReviewTabLocalData)(reviewTabLocalData));
+                    }));
+                    updateActions.push((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/payload/reconciliationPayload.d.ts

@@ -1,5 +1,4 @@
 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';
@@ -13,20 +12,11 @@ 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 {
@@ -39,28 +29,6 @@ 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;
@@ -86,4 +54,3 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
-export {};

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

@@ -48,6 +48,7 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        selectedMainTab: 'pending_review',
         sortKey: 'startMonth',
         sortOrder: 'descending',
         totalCount: 0,
@@ -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

@@ -2,10 +2,9 @@ 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 { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
-import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+import { ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
+import { AccountReconciliationLocalData, ActionFetchStates, 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;
@@ -87,17 +86,7 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     accountId: ID;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
-}, "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<{
+}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accountId: ID;
     payload: UploadStatementDocumentAIPayload;
     selectedPeriod: MonthYearPeriod;
@@ -110,9 +99,6 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     statementUploadChosen: boolean;
-}, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    collapsed: boolean;
-    nodeId: ID;
-}, "expenseAutomationReconciliationView/updateNodeCollapseState">;
+}, "expenseAutomationReconciliationView/updateStatementUploadChosen">;
 declare const _default: import("redux").Reducer<ReconciliationViewState>;
 export default _default;

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
+exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountState_1 = require("../../../entity/account/accountState");
@@ -41,15 +41,7 @@ exports.initialReconciliationTabsState = {
     },
 };
 exports.initialActionFetchState = {
-    excludeAccountFetch: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
     excludeFetchById: {},
-    includeAccountFetch: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
     reconcileFetch: {
         fetchState: 'Not-Started',
         error: undefined,
@@ -63,7 +55,6 @@ exports.initialActionFetchState = {
 exports.initialState = {
     accountReconciliationRecordsBySelectedPeriod: {},
     accountConnectionStatusByAccountID: {},
-    excludedAccountExclusionInfo: {},
     fetchState: 'Not-Started',
     error: undefined,
     selectedTab: 'review',
@@ -73,12 +64,10 @@ exports.initialState = {
     selectedAccountId: undefined,
     statementUploadChosen: false,
     reconListUIState: {
-        nodeCollapseState: {},
         scrollPosition: {
             scrollTop: 0,
         },
     },
-    excludedAccountIDs: [],
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
@@ -147,7 +136,7 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         fetchReconciliationSuccess: {
             reducer(draft, action) {
                 if (action.payload.accountId == null) {
-                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
+                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground);
                 }
                 else if (action.payload.reconciliation.reconciliation.length > 0 &&
                     action.payload.reconciliation.accounts.length > 0) {
@@ -359,10 +348,6 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
         updateReconListScrollPosition: (draft, action) => {
             draft.reconListUIState.scrollPosition = action.payload.scrollPosition;
         },
-        updateNodeCollapseState: (draft, action) => {
-            draft.reconListUIState.nodeCollapseState[action.payload.nodeId] =
-                action.payload.collapsed;
-        },
         setConnectionInProgressForAccount: (draft, action) => {
             if (draft.accountConnectionStatusByAccountID[action.payload.accountId] ==
                 null) {
@@ -440,85 +425,6 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
                 ...localData,
             };
         },
-        excludeAccountFromReconciliation: {
-            reducer(draft) {
-                draft.actionFetchState.excludeAccountFetch = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        excludeAccountFromReconciliationSuccess: (draft, action) => {
-            draft.actionFetchState.excludeAccountFetch = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-            const { account, selectedPeriod } = action.payload;
-            if (account != null) {
-                if (!draft.excludedAccountIDs.includes(account.account_id)) {
-                    draft.excludedAccountIDs.push(account.account_id);
-                }
-                updateExcludedAccountExclusionInfo(draft, account);
-                const monthYearPeriodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
-                if (draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId]
-                    ?.accountIDs != null) {
-                    draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs.filter((id) => id !== account.account_id);
-                }
-            }
-        },
-        excludeAccountFromReconciliationFailure: (draft, action) => {
-            draft.actionFetchState.excludeAccountFetch = {
-                fetchState: 'Error',
-                error: action.payload.error,
-            };
-        },
-        includeAccountInReconciliation: {
-            reducer(draft) {
-                draft.actionFetchState.includeAccountFetch = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        includeAccountInReconciliationSuccess: (draft, action) => {
-            draft.actionFetchState.includeAccountFetch = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-            const { reconciliation, selectedPeriod } = action.payload;
-            if (reconciliation == null) {
-                return;
-            }
-            const accountId = reconciliation.account_id;
-            draft.excludedAccountIDs = draft.excludedAccountIDs.filter((id) => id !== accountId);
-            delete draft.excludedAccountExclusionInfo[accountId];
-            const monthYearPeriodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
-            const accountReconciliationRecords = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId];
-            if (accountReconciliationRecords != null) {
-                if (!accountReconciliationRecords.accountIDs.includes(accountId)) {
-                    accountReconciliationRecords.accountIDs.push(accountId);
-                }
-                // put this in a function
-                updateReconciliationByAccountIDOnIncludeAccount(draft, accountId, reconciliation, monthYearPeriodId);
-            }
-            draft.accountConnectionStatusByAccountID[accountId] = {
-                status: (0, accountReconState_1.toBankStatusCodeType)(reconciliation.bank_status.code),
-                connectionInProgress: false,
-                paymentAccountId: undefined,
-            };
-        },
-        includeAccountInReconciliationFailure: (draft, action) => {
-            draft.actionFetchState.includeAccountFetch = {
-                fetchState: 'Error',
-                error: action.payload.error,
-            };
-        },
         updateStatementUploadChosen: (draft, action) => {
             draft.statementUploadChosen = action.payload.statementUploadChosen;
         },
@@ -528,38 +434,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
     },
 });
 // Export actions
-_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
+_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen;
 // Export reducer
 exports.default = expenseAutomationReconciliationView.reducer;
-function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
-    draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
-    draft.excludedAccountExclusionInfo = {};
-    excludedAccounts.forEach((ea) => {
-        const { exclusion_info } = ea;
-        draft.excludedAccountExclusionInfo[ea.account_id] = {
-            bankBalance: exclusion_info.bank_balance != null
-                ? {
-                    amount: exclusion_info.bank_balance,
-                    currencyCode: ea.currency_code ?? 'USD',
-                    currencySymbol: ea.currency_symbol ?? '$',
-                }
-                : undefined,
-            clearedBalance: exclusion_info.cleared_balance != null
-                ? {
-                    amount: exclusion_info.cleared_balance,
-                    currencyCode: ea.currency_code ?? 'USD',
-                    currencySymbol: ea.currency_symbol ?? '$',
-                }
-                : undefined,
-            variance: exclusion_info.variance != null
-                ? {
-                    amount: exclusion_info.variance,
-                    currencyCode: ea.currency_code ?? 'USD',
-                    currencySymbol: ea.currency_symbol ?? '$',
-                }
-                : undefined,
-        };
-    });
+function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground) {
     draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = {
         accountIDs: [],
         reconciliationByAccountID: {},
@@ -642,41 +520,3 @@ function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accoun
         };
     }
 }
-const updateExcludedAccountExclusionInfo = (draft, account) => {
-    draft.excludedAccountExclusionInfo[account.account_id] = {
-        bankBalance: account.bank_balance != null
-            ? {
-                amount: account.bank_balance,
-                currencyCode: account.currency_code ?? 'USD',
-                currencySymbol: account.currency_symbol ?? '$',
-            }
-            : undefined,
-        clearedBalance: account.cleared_balance != null
-            ? {
-                amount: account.cleared_balance,
-                currencyCode: account.currency_code ?? 'USD',
-                currencySymbol: account.currency_symbol ?? '$',
-            }
-            : undefined,
-        variance: account.variance != null
-            ? {
-                amount: account.variance,
-                currencyCode: account.currency_code ?? 'USD',
-                currencySymbol: account.currency_symbol ?? '$',
-            }
-            : undefined,
-    };
-};
-const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, reconciliation, monthYearPeriodId) => {
-    draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].reconciliationByAccountID[accountId] = {
-        accountId,
-        reconciliationId: reconciliation.reconciliation_id ?? undefined,
-        transactionFetchState: { fetchState: 'Not-Started', error: undefined },
-        refreshStatus: { fetchState: 'Not-Started', error: undefined },
-        statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
-        statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
-        statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
-        statementParseInProgress: reconciliation.bank_status.code === 'parsing',
-        localData: {},
-    };
-};

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

@@ -11,7 +11,7 @@ import { Vendor } from '../../../entity/vendor/vendorState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
 import { AccountReconciliationLocalData, ActionFetchStates, ReconListUIState, ReconciliationTabsState, ReconciliationViewTabType } from '../types/reconciliationViewState';
 export declare const ALL_ACCOUNT_RECON_SECTION_IDS: readonly ["assets", "liabilities"];
-export declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
+declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
 export type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;
 export interface ExpenseAutomationReconciliationViewSelector {
     accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
@@ -24,12 +24,7 @@ export interface ExpenseAutomationReconciliationViewSelector {
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
     completionStatus: CompletionStatusType;
     creditCards: AccountBase[];
-    excludeAccountFetchState: FetchStateAndError;
-    excludedAccountIDs: ID[];
-    excludedAccountReconciliationByAccountID: Record<ID, AccountReconciliationByAccount>;
-    excludedAccountReconciliationBySectionID: Record<AccountReconSectionID, AccountReconciliationBySection>;
     fetchStatus: FetchStateAndError;
-    includeAccountFetchState: FetchStateAndError;
     monthYearPeriod: MonthYearPeriod;
     plaidConnectionDetails: PlaidConnectionDetails;
     reconciliationTabsState: ReconciliationTabsState;
@@ -64,3 +59,4 @@ export interface AccountReconciliationByAccount {
     transactionFetchState: FetchStateAndError;
     paymentAccountId?: ID;
 }
+export {};

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

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

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

@@ -15,7 +15,6 @@ const accountSelector_1 = require("../../../entity/account/accountSelector");
 const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
-const zeniDayJS_1 = require("../../../zeniDayJS");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
@@ -97,30 +96,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                     totalVariancePercentage: undefined,
                 },
             },
-            excludedAccountReconciliationByAccountID: {},
-            excludedAccountReconciliationBySectionID: {
-                assets: {
-                    sectionId: 'assets',
-                    accountIDs: [],
-                    totalBankBalance: undefined,
-                    totalClearedBalance: undefined,
-                    totalReconciledBalance: undefined,
-                    totalVariance: undefined,
-                    totalVariancePercentage: undefined,
-                },
-                liabilities: {
-                    sectionId: 'liabilities',
-                    accountIDs: [],
-                    totalBankBalance: undefined,
-                    totalClearedBalance: undefined,
-                    totalReconciledBalance: undefined,
-                    totalVariance: undefined,
-                    totalVariancePercentage: undefined,
-                },
-            },
-            excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
-            includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
-            excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
         };
     }
     const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
@@ -280,88 +255,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             totalVariancePercentage: liabilityTotals.variancePercentage,
         },
     };
-    const bankAccountIdSet = new Set(uniqueBankAccounts.map((a) => a.accountId));
-    const creditCardIdSet = new Set(uniqueCreditCards.map((a) => a.accountId));
-    const excludedAssetAccountIDs = [];
-    const excludedLiabilityAccountIDs = [];
-    reconciliationViewState.excludedAccountIDs.forEach((accountID) => {
-        const isAsset = bankAccountIdSet.has(accountID);
-        const isLiability = creditCardIdSet.has(accountID);
-        if (!isAsset && !isLiability) {
-            return;
-        }
-        if (isAsset) {
-            excludedAssetAccountIDs.push(accountID);
-        }
-        else {
-            excludedLiabilityAccountIDs.push(accountID);
-        }
-    });
-    const excludedAccountReconciliationBySectionID = {
-        assets: {
-            sectionId: 'assets',
-            accountIDs: excludedAssetAccountIDs,
-        },
-        liabilities: {
-            sectionId: 'liabilities',
-            accountIDs: excludedLiabilityAccountIDs,
-        },
-    };
-    const excludedAccountReconciliationByAccountID = {};
-    const accountsInState = Object.values(accountState.accountsByKey);
-    const accountsInStateMap = new Map(accountsInState.map((a) => [a.accountId, a]));
-    reconciliationViewState.excludedAccountIDs.forEach((excludedAccountID) => {
-        const account = accountsInStateMap.get(excludedAccountID);
-        const exclusionInfo = reconciliationViewState.excludedAccountExclusionInfo[excludedAccountID];
-        if (account != null) {
-            excludedAccountReconciliationByAccountID[excludedAccountID] = {
-                refreshStatus: { fetchState: 'Not-Started' },
-                statementUpdateStatus: { fetchState: 'Not-Started' },
-                statementUploadStatus: { fetchState: 'Not-Started' },
-                statementDeleteStatus: { fetchState: 'Not-Started' },
-                localData: {},
-                connectionInProgress: false,
-                statementParseInProgress: false,
-                accountConnectionStatus: 'not_connected',
-                transactionFetchState: { fetchState: 'Not-Started' },
-                accountReconEntity: {
-                    account: {
-                        accountId: account.accountId,
-                        accountName: account.accountName,
-                        accountType: account.accountType,
-                        accountSubType: account.accountSubType,
-                        accountDescription: account.accountDescription,
-                        qboId: account.qboId,
-                        coaId: account.coaId,
-                        labels: account.labels,
-                    },
-                    currency: {
-                        currencyCode: exclusionInfo?.bankBalance?.currencyCode ??
-                            exclusionInfo?.clearedBalance?.currencyCode ??
-                            'USD',
-                        currencySymbol: exclusionInfo?.bankBalance?.currencySymbol ??
-                            exclusionInfo?.clearedBalance?.currencySymbol ??
-                            '$',
-                    },
-                    startDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
-                    endDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
-                    statementStatus: { code: 'not_found', label: 'Not Found' },
-                    transactionsToReconcile: [],
-                    transactionsToReview: [],
-                    balance: exclusionInfo?.bankBalance,
-                    clearedBalance: exclusionInfo?.clearedBalance,
-                    variance: exclusionInfo?.variance,
-                    variancePercentage: exclusionInfo?.variance != null &&
-                        exclusionInfo?.bankBalance != null &&
-                        exclusionInfo?.bankBalance.amount !== 0
-                        ? Math.abs((exclusionInfo.variance.amount /
-                            exclusionInfo.bankBalance.amount) *
-                            100)
-                        : undefined,
-                },
-            };
-        }
-    });
     const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
     const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
     const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -422,11 +315,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         allClassList: allClasses,
         reviewTabSelectedVendorByTransactionId,
         reconListUIState: reconciliationViewState.reconListUIState,
-        excludedAccountReconciliationBySectionID,
-        excludedAccountReconciliationByAccountID,
-        excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
-        includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
-        excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
     };
 });
 const isAccountReconReport = (reportId) => {

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

@@ -8,12 +8,14 @@ import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSched
 import { VendorBase } from '../../../entity/vendor/vendorState';
 export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
+export type JEScheduleMainTab = 'pending_review' | 'ongoing' | 'completed';
 export interface JESchedulesViewUIState {
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
     } | undefined;
     searchString: string;
+    selectedMainTab: JEScheduleMainTab;
     sortKey: JEScheduleSortKey;
     sortOrder: SortOrder;
     totalCount: number;