@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS13

package/lib/view/companyView/companyViewReducer.js

@@ -1,7 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateMetaDataOnSendMonthEndReport = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
 const companyManagementViewState_1 = require("./types/companyManagementViewState");
@@ -288,6 +289,31 @@ const companyView = (0, toolkit_1.createSlice)({
                 error: status,
             };
         },
+        updateAccountingClassesEnabled: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingClassesUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId, enabled) {
+                return { payload: { companyId, enabled } };
+            },
+        },
+        updateAccountingClassesEnabledSuccess(draft) {
+            draft.passportView.accountingClassesUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateAccountingClassesEnabledFailure(draft, action) {
+            draft.passportView.accountingClassesUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -561,5 +587,5 @@ const companyView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingClassesEnabled } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { updateAccountingClassesEnabled, updateAccountingClassesEnabledFailure, updateAccountingClassesEnabledSuccess } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantAccountingClassesEnabled> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateAccountingClassesEnabled> | ReturnType<typeof updateAccountingClassesEnabledSuccess> | ReturnType<typeof updateAccountingClassesEnabledFailure>;
+export declare const updateAccountingClassesEnabledEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js

@@ -0,0 +1,65 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateAccountingClassesEnabledEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const updateAccountingClassesEnabledEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateAccountingClassesEnabled.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, enabled } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_classes_enabled: enabled })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        const companies = response.data?.companies ?? [];
+        if ((0, responsePayload_1.isSuccessResponse)(response) && companies.length > 0) {
+            const actions = [
+                (0, companyReducer_1.updateCompanies)({
+                    payload: companies,
+                    schema: {},
+                }),
+            ];
+            if (tenantId != null) {
+                actions.push((0, tenantReducer_1.updateTenantAccountingClassesEnabled)({
+                    enabled,
+                    tenantId,
+                }));
+            }
+            actions.push((0, companyViewReducer_1.updateAccountingClassesEnabledSuccess)());
+            actions.push((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'accounting_classes_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            return (0, rxjs_1.from)([
+                (0, companyViewReducer_1.updateAccountingClassesEnabledFailure)({
+                    status: response.status,
+                }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'accounting_classes_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateAccountingClassesEnabledFailure)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Accounting Classes Enabled errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'accounting_classes_enabled_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateAccountingClassesEnabledEpic = updateAccountingClassesEnabledEpic;

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

@@ -3,16 +3,17 @@ import { ZeniDate } from '../../../zeniDayJS';
 import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscriptionTypes';
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
-export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "companyName" | "monthlyRecurringRevenue" | "task" | "notes" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
-export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "notes" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "expenses" | "runway" | "cashBalance" | "revenues" | "netIncome";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
+export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
 export type HealthViewSortKey = ReturnType<typeof toHealthSortKeyType>;
 export type TaskManagerViewSortKey = ReturnType<typeof toTaskManagerSortKeyType>;
+export type AiAccountantFilterCategoryField = 'enrollmentStatus';
 export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
@@ -21,7 +22,7 @@ export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not-equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts

@@ -4,6 +4,7 @@ import { CompanyDetailsLocalData } from '../companyPassport/companyDetailsLocalD
 import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData } from '../companyPassport/companyUsersLocalData';
 export type UpdateActionType = 'company_update' | 'user_create' | 'user_update';
 export interface CompanyPassportViewState extends CommonState, FetchedState {
+    accountingClassesUpdateStatus: FetchStateAndError;
     companyDetails: {
         updateStatus: FetchStateAndError;
         localData?: CompanyDetailsLocalData;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -4,6 +4,10 @@ exports.initialCompanyPassportView = void 0;
 const commonState_1 = require("../commonState");
 exports.initialCompanyPassportView = {
     ...commonState_1.initialCommonState,
+    accountingClassesUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/view/creditAgentView/creditAgentViewPayload.d.ts

@@ -1,39 +1,3 @@
-export interface TenantCreditScoreRowPayload {
-    burn_rate_monthly: number;
-    cards: string;
-    confidence: number;
-    cons: string;
-    conservative_limit_rationale: string;
-    controller_name: string;
-    credit_amount: number;
-    credit_limit: number;
-    credit_score: string;
-    customer_name: string;
-    going_concern_analysis: string;
-    health_monitor_score: number;
-    key_ratios: Record<string, unknown>;
-    liberal_credit_limit: number;
-    liberal_limit_rationale: string;
-    period: string;
-    pros: string;
-    reasoning: string;
-    run_date: string;
-    runway: number;
-    status: string;
-    total_card_balance: number;
-    total_cash_balance: number;
-}
-export interface TenantCreditScoreReportPayload {
-    count: number;
-    report: TenantCreditScoreRowPayload[];
-}
-export interface TenantCreditScoreReportResponse {
-    data: TenantCreditScoreReportPayload;
-    status: {
-        code: number;
-        message: string;
-    };
-}
 export interface ScheduleCreditScoreCronResponse {
     data: string;
     status: {

package/lib/view/creditAgentView/creditAgentViewReducer.d.ts

@@ -1,8 +1,8 @@
 import { ZeniAPIStatus } from '../../responsePayload';
-import { CardTenantProfileRowPayload, MacroPayload, TenantCreditScoreReportPayload } from './creditAgentViewPayload';
+import { CardTenantProfileRowPayload, MacroPayload } from './creditAgentViewPayload';
 import { CardStatus, CardTenantProfileRow, CreditAgentViewState, initialCreditAgentViewState } from './creditAgentViewState';
 export declare function mapCardTenantProfileRowPayload(row: CardTenantProfileRowPayload): CardTenantProfileRow;
-export declare const fetchCreditAgentAccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchCreditAgentAccess">, fetchCreditAgentAccessCompleted: import("@reduxjs/toolkit").ActionCreatorWithPayload<boolean, "creditAgentView/fetchCreditAgentAccessCompleted">, fetchCreditAgentAccessFailed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchCreditAgentAccessFailed">, fetchTenantCreditScoreReport: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchTenantCreditScoreReport">, updateTenantCreditScoreReport: import("@reduxjs/toolkit").ActionCreatorWithPayload<TenantCreditScoreReportPayload, "creditAgentView/updateTenantCreditScoreReport">, updateTenantCreditScoreReportFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "creditAgentView/updateTenantCreditScoreReportFailure">, scheduleTenantCreditScoreCron: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+export declare const fetchCreditAgentAccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchCreditAgentAccess">, fetchCreditAgentAccessCompleted: import("@reduxjs/toolkit").ActionCreatorWithPayload<boolean, "creditAgentView/fetchCreditAgentAccessCompleted">, fetchCreditAgentAccessFailed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchCreditAgentAccessFailed">, scheduleTenantCreditScoreCron: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tenantId?: string;
 }, "creditAgentView/scheduleTenantCreditScoreCron">, scheduleTenantCreditScoreCronSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/scheduleTenantCreditScoreCronSuccess">, scheduleTenantCreditScoreCronFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "creditAgentView/scheduleTenantCreditScoreCronFailure">, resetScheduleCronState: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/resetScheduleCronState">, fetchCreditAgentMacro: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"creditAgentView/fetchCreditAgentMacro">, updateCreditAgentMacro: import("@reduxjs/toolkit").ActionCreatorWithPayload<MacroPayload, "creditAgentView/updateCreditAgentMacro">, updateCreditAgentMacroFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "creditAgentView/updateCreditAgentMacroFailure">, saveCreditAgentMacro: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     instructions: string;

package/lib/view/creditAgentView/creditAgentViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.initialState = exports.downloadCreditReportFailed = exports.downloadCreditReportCompleted = exports.downloadCreditReport = exports.updateCardProfileFailed = exports.updateCardProfileCompleted = exports.updateCardProfile = exports.fetchCardProfilesFailed = exports.fetchCardProfilesCompleted = exports.fetchCardProfiles = exports.resetSaveMacroState = exports.saveCreditAgentMacroFailure = exports.saveCreditAgentMacroSuccess = exports.saveCreditAgentMacro = exports.updateCreditAgentMacroFailure = exports.updateCreditAgentMacro = exports.fetchCreditAgentMacro = exports.resetScheduleCronState = exports.scheduleTenantCreditScoreCronFailure = exports.scheduleTenantCreditScoreCronSuccess = exports.scheduleTenantCreditScoreCron = exports.updateTenantCreditScoreReportFailure = exports.updateTenantCreditScoreReport = exports.fetchTenantCreditScoreReport = exports.fetchCreditAgentAccessFailed = exports.fetchCreditAgentAccessCompleted = exports.fetchCreditAgentAccess = void 0;
+exports.initialState = exports.downloadCreditReportFailed = exports.downloadCreditReportCompleted = exports.downloadCreditReport = exports.updateCardProfileFailed = exports.updateCardProfileCompleted = exports.updateCardProfile = exports.fetchCardProfilesFailed = exports.fetchCardProfilesCompleted = exports.fetchCardProfiles = exports.resetSaveMacroState = exports.saveCreditAgentMacroFailure = exports.saveCreditAgentMacroSuccess = exports.saveCreditAgentMacro = exports.updateCreditAgentMacroFailure = exports.updateCreditAgentMacro = exports.fetchCreditAgentMacro = exports.resetScheduleCronState = exports.scheduleTenantCreditScoreCronFailure = exports.scheduleTenantCreditScoreCronSuccess = exports.scheduleTenantCreditScoreCron = exports.fetchCreditAgentAccessFailed = exports.fetchCreditAgentAccessCompleted = exports.fetchCreditAgentAccess = void 0;
 exports.mapCardTenantProfileRowPayload = mapCardTenantProfileRowPayload;
 const toolkit_1 = require("@reduxjs/toolkit");
 const creditAgentViewState_1 = require("./creditAgentViewState");
@@ -22,44 +22,6 @@ const creditAgentView = (0, toolkit_1.createSlice)({
             draft.access.fetchState = 'Error';
             draft.access.isAllowed = false;
         },
-        fetchTenantCreditScoreReport(draft) {
-            draft.report.fetchState = 'In-Progress';
-            draft.report.error = undefined;
-        },
-        updateTenantCreditScoreReport(draft, action) {
-            draft.report.fetchState = 'Completed';
-            draft.report.error = undefined;
-            draft.report.rows = action.payload.report.map((row) => ({
-                customerName: row.customer_name,
-                totalCashBalance: row.total_cash_balance,
-                totalCardBalance: row.total_card_balance,
-                cards: row.cards,
-                controllerName: row.controller_name,
-                period: row.period,
-                runway: row.runway,
-                burnRateMonthly: row.burn_rate_monthly,
-                healthMonitorScore: row.health_monitor_score,
-                creditScore: row.credit_score,
-                confidence: row.confidence,
-                creditAmount: row.credit_amount,
-                creditLimit: row.credit_limit,
-                conservativeLimitRationale: row.conservative_limit_rationale,
-                liberalCreditLimit: row.liberal_credit_limit,
-                liberalLimitRationale: row.liberal_limit_rationale,
-                pros: row.pros,
-                cons: row.cons,
-                reasoning: row.reasoning,
-                goingConcernAnalysis: row.going_concern_analysis,
-                keyRatios: row.key_ratios,
-                runDate: row.run_date,
-                status: row.status,
-            }));
-            draft.report.count = action.payload.count;
-        },
-        updateTenantCreditScoreReportFailure(draft, action) {
-            draft.report.fetchState = 'Error';
-            draft.report.error = action.payload;
-        },
         scheduleTenantCreditScoreCron(draft, 
         // eslint-disable-next-line @typescript-eslint/no-unused-vars
         _action) {
@@ -184,5 +146,5 @@ function mapMacroPayload(payload) {
         updatedAt: payload.updated_at,
     };
 }
-_a = creditAgentView.actions, exports.fetchCreditAgentAccess = _a.fetchCreditAgentAccess, exports.fetchCreditAgentAccessCompleted = _a.fetchCreditAgentAccessCompleted, exports.fetchCreditAgentAccessFailed = _a.fetchCreditAgentAccessFailed, exports.fetchTenantCreditScoreReport = _a.fetchTenantCreditScoreReport, exports.updateTenantCreditScoreReport = _a.updateTenantCreditScoreReport, exports.updateTenantCreditScoreReportFailure = _a.updateTenantCreditScoreReportFailure, exports.scheduleTenantCreditScoreCron = _a.scheduleTenantCreditScoreCron, exports.scheduleTenantCreditScoreCronSuccess = _a.scheduleTenantCreditScoreCronSuccess, exports.scheduleTenantCreditScoreCronFailure = _a.scheduleTenantCreditScoreCronFailure, exports.resetScheduleCronState = _a.resetScheduleCronState, exports.fetchCreditAgentMacro = _a.fetchCreditAgentMacro, exports.updateCreditAgentMacro = _a.updateCreditAgentMacro, exports.updateCreditAgentMacroFailure = _a.updateCreditAgentMacroFailure, exports.saveCreditAgentMacro = _a.saveCreditAgentMacro, exports.saveCreditAgentMacroSuccess = _a.saveCreditAgentMacroSuccess, exports.saveCreditAgentMacroFailure = _a.saveCreditAgentMacroFailure, exports.resetSaveMacroState = _a.resetSaveMacroState, exports.fetchCardProfiles = _a.fetchCardProfiles, exports.fetchCardProfilesCompleted = _a.fetchCardProfilesCompleted, exports.fetchCardProfilesFailed = _a.fetchCardProfilesFailed, exports.updateCardProfile = _a.updateCardProfile, exports.updateCardProfileCompleted = _a.updateCardProfileCompleted, exports.updateCardProfileFailed = _a.updateCardProfileFailed, exports.downloadCreditReport = _a.downloadCreditReport, exports.downloadCreditReportCompleted = _a.downloadCreditReportCompleted, exports.downloadCreditReportFailed = _a.downloadCreditReportFailed;
+_a = creditAgentView.actions, exports.fetchCreditAgentAccess = _a.fetchCreditAgentAccess, exports.fetchCreditAgentAccessCompleted = _a.fetchCreditAgentAccessCompleted, exports.fetchCreditAgentAccessFailed = _a.fetchCreditAgentAccessFailed, exports.scheduleTenantCreditScoreCron = _a.scheduleTenantCreditScoreCron, exports.scheduleTenantCreditScoreCronSuccess = _a.scheduleTenantCreditScoreCronSuccess, exports.scheduleTenantCreditScoreCronFailure = _a.scheduleTenantCreditScoreCronFailure, exports.resetScheduleCronState = _a.resetScheduleCronState, exports.fetchCreditAgentMacro = _a.fetchCreditAgentMacro, exports.updateCreditAgentMacro = _a.updateCreditAgentMacro, exports.updateCreditAgentMacroFailure = _a.updateCreditAgentMacroFailure, exports.saveCreditAgentMacro = _a.saveCreditAgentMacro, exports.saveCreditAgentMacroSuccess = _a.saveCreditAgentMacroSuccess, exports.saveCreditAgentMacroFailure = _a.saveCreditAgentMacroFailure, exports.resetSaveMacroState = _a.resetSaveMacroState, exports.fetchCardProfiles = _a.fetchCardProfiles, exports.fetchCardProfilesCompleted = _a.fetchCardProfilesCompleted, exports.fetchCardProfilesFailed = _a.fetchCardProfilesFailed, exports.updateCardProfile = _a.updateCardProfile, exports.updateCardProfileCompleted = _a.updateCardProfileCompleted, exports.updateCardProfileFailed = _a.updateCardProfileFailed, exports.downloadCreditReport = _a.downloadCreditReport, exports.downloadCreditReportCompleted = _a.downloadCreditReportCompleted, exports.downloadCreditReportFailed = _a.downloadCreditReportFailed;
 exports.default = creditAgentView.reducer;

package/lib/view/creditAgentView/creditAgentViewSelector.d.ts

@@ -1,6 +1,5 @@
 import { RootState } from '../../reducer';
 import { CreditAgentViewState } from './creditAgentViewState';
-export declare const getCreditAgentReport: (state: RootState) => CreditAgentViewState['report'];
 export declare const getCreditAgentMacro: (state: RootState) => CreditAgentViewState['macro'];
 export declare const getScheduleCronState: (state: RootState) => CreditAgentViewState['scheduleCron'];
 export declare const getCardProfilesData: (state: RootState) => CreditAgentViewState['cardProfiles'];

package/lib/view/creditAgentView/creditAgentViewSelector.js

@@ -1,9 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getCardProfilesData = exports.getScheduleCronState = exports.getCreditAgentMacro = exports.getCreditAgentReport = void 0;
+exports.getCardProfilesData = exports.getScheduleCronState = exports.getCreditAgentMacro = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getCreditAgentViewState = (state) => state.creditAgentViewState;
-exports.getCreditAgentReport = (0, toolkit_1.createSelector)(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.report);
 exports.getCreditAgentMacro = (0, toolkit_1.createSelector)(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.macro);
 exports.getScheduleCronState = (0, toolkit_1.createSelector)(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.scheduleCron);
 exports.getCardProfilesData = (0, toolkit_1.createSelector)(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.cardProfiles);

package/lib/view/creditAgentView/creditAgentViewState.d.ts

@@ -17,31 +17,6 @@ export interface CardTenantProfileRow {
     updatedByUserId: string | null;
     updatedOn: string | null;
 }
-export interface TenantCreditScoreRow {
-    customerName: string;
-    period: string;
-    runDate: string;
-    status: string;
-    burnRateMonthly?: number | null;
-    cards?: string | null;
-    confidence?: number | null;
-    cons?: string | null;
-    conservativeLimitRationale?: string | null;
-    controllerName?: string | null;
-    creditAmount?: number | null;
-    creditLimit?: number | null;
-    creditScore?: string | null;
-    goingConcernAnalysis?: string | null;
-    healthMonitorScore?: number | null;
-    keyRatios?: Record<string, unknown> | null;
-    liberalCreditLimit?: number | null;
-    liberalLimitRationale?: string | null;
-    pros?: string | null;
-    reasoning?: string | null;
-    runway?: number | null;
-    totalCardBalance?: number | null;
-    totalCashBalance?: number | null;
-}
 export interface CreditAgentMacro {
     createdAt: string;
     description: string;
@@ -71,12 +46,6 @@ export interface CreditAgentViewState {
         updateState: FetchState;
         error?: ZeniAPIStatus;
     };
-    report: {
-        count: number;
-        fetchState: FetchState;
-        rows: TenantCreditScoreRow[];
-        error?: ZeniAPIStatus;
-    };
     scheduleCron: {
         fetchState: FetchState;
         error?: ZeniAPIStatus;

package/lib/view/creditAgentView/creditAgentViewState.js

@@ -18,12 +18,6 @@ exports.initialCreditAgentViewState = {
         fetchState: 'Not-Started',
         updateState: 'Not-Started',
     },
-    report: {
-        count: 0,
-        error: undefined,
-        fetchState: 'Not-Started',
-        rows: [],
-    },
     scheduleCron: {
         error: undefined,
         fetchState: 'Not-Started',

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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "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 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+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> | ReturnType<typeof openSnackbar>;
+export declare const excludeAccountFromReconciliationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,67 @@
+"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 snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+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,
+            }), (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'account_excluded_from_reconciliation',
+                messageText: 'success',
+                type: 'success',
+                variables: [
+                    {
+                        variableName: '_account-name_',
+                        variableValue: reconciliationData?.account.accountName ?? '',
+                    },
+                ],
+            }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, reconciliationViewReducer_1.excludeAccountFromReconciliationFailure)({
+                error: response.status,
+            }), (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'account_excluded_from_reconciliation',
+                messageText: 'failed',
+                type: 'error',
+            }));
+        }
+    }), (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)}`),
+    }), (0, snackbarReducer_1.openSnackbar)({
+        messageSection: 'account_excluded_from_reconciliation',
+        messageText: 'failed',
+        type: '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 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+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 openSnackbar> | ReturnType<typeof updateAccountRecon>;
+export declare const includeAccountInReconciliationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;