@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS14

package/lib/esm/view/creditAgentView/creditAgentViewReducer.js

@@ -1,5 +1,26 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { initialCreditAgentViewState, } from './creditAgentViewState';
+export const initialCreditAgentViewState = {
+    access: {
+        fetchState: 'Not-Started',
+        isAllowed: null,
+    },
+    cardProfiles: {
+        downloadState: 'Not-Started',
+        error: undefined,
+        fetchState: 'Not-Started',
+        rows: [],
+    },
+    macro: {
+        data: null,
+        error: undefined,
+        fetchState: 'Not-Started',
+        updateState: 'Not-Started',
+    },
+    scheduleCron: {
+        error: undefined,
+        fetchState: 'Not-Started',
+    },
+};
 const creditAgentView = createSlice({
     name: 'creditAgentView',
     initialState: initialCreditAgentViewState,
@@ -8,57 +29,22 @@ const creditAgentView = createSlice({
             draft.access.fetchState = 'In-Progress';
             draft.access.isAllowed = null;
         },
-        fetchCreditAgentAccessCompleted(draft, action) {
+        fetchCreditAgentAccessSuccess(draft, action) {
             draft.access.fetchState = 'Completed';
             draft.access.isAllowed = action.payload;
         },
-        fetchCreditAgentAccessFailed(draft) {
+        fetchCreditAgentAccessFailure(draft, action) {
             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) {
-            draft.scheduleCron.fetchState = 'In-Progress';
-            draft.scheduleCron.error = undefined;
+            draft.access.error = action.payload;
+        },
+        scheduleTenantCreditScoreCron: {
+            reducer(draft) {
+                draft.scheduleCron.fetchState = 'In-Progress';
+                draft.scheduleCron.error = undefined;
+            },
+            prepare(tenantId) {
+                return { payload: { tenantId } };
+            },
         },
         scheduleTenantCreditScoreCronSuccess(draft) {
             draft.scheduleCron.fetchState = 'Completed';
@@ -76,20 +62,23 @@ const creditAgentView = createSlice({
             draft.macro.fetchState = 'In-Progress';
             draft.macro.error = undefined;
         },
-        updateCreditAgentMacro(draft, action) {
+        fetchCreditAgentMacroSuccess(draft, action) {
             draft.macro.fetchState = 'Completed';
             draft.macro.error = undefined;
             draft.macro.data = mapMacroPayload(action.payload);
         },
-        updateCreditAgentMacroFailure(draft, action) {
+        fetchCreditAgentMacroFailure(draft, action) {
             draft.macro.fetchState = 'Error';
             draft.macro.error = action.payload;
         },
-        saveCreditAgentMacro(draft, 
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        _action) {
-            draft.macro.updateState = 'In-Progress';
-            draft.macro.error = undefined;
+        saveCreditAgentMacro: {
+            reducer(draft) {
+                draft.macro.updateState = 'In-Progress';
+                draft.macro.error = undefined;
+            },
+            prepare(instructions) {
+                return { payload: { instructions } };
+            },
         },
         saveCreditAgentMacroSuccess(draft, action) {
             draft.macro.updateState = 'Completed';
@@ -108,40 +97,49 @@ const creditAgentView = createSlice({
             draft.cardProfiles.fetchState = 'In-Progress';
             draft.cardProfiles.error = undefined;
         },
-        fetchCardProfilesCompleted(draft, action) {
+        fetchCardProfilesSuccess(draft, action) {
             draft.cardProfiles.fetchState = 'Completed';
             draft.cardProfiles.error = undefined;
             draft.cardProfiles.rows = action.payload;
         },
-        fetchCardProfilesFailed(draft, action) {
+        fetchCardProfilesFailure(draft, action) {
             draft.cardProfiles.fetchState = 'Error';
             draft.cardProfiles.error = action.payload;
         },
-        updateCardProfile(
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        _draft, 
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        _action) {
-            // action dispatched to trigger the epic; no optimistic state update needed
+        updateCardProfile: {
+            reducer() {
+                // action dispatched to trigger the epic; no optimistic state update needed
+            },
+            prepare(payload) {
+                return { payload };
+            },
         },
-        updateCardProfileCompleted(draft, action) {
+        updateCardProfileSuccess(draft, action) {
             const { tenantNamespace, profile } = action.payload;
             draft.cardProfiles.rows = draft.cardProfiles.rows.map((row) => row.tenantNamespace === tenantNamespace ? { ...row, ...profile } : row);
         },
-        updateCardProfileFailed(
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        _draft, 
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        _action) {
-            // noop — the epic will surface the error via alert
+        updateCardProfileFailure: {
+            reducer() {
+                // noop — the epic will surface the error via alert
+            },
+            prepare(payload) {
+                return { payload };
+            },
         },
         downloadCreditReport(draft) {
             draft.cardProfiles.downloadState = 'In-Progress';
         },
-        downloadCreditReportCompleted(draft) {
-            draft.cardProfiles.downloadState = 'Completed';
-        },
-        downloadCreditReportFailed(draft) {
+        // Payload carries the CSV string so the consuming app can trigger the actual
+        // file download using its platform-appropriate mechanism (browser Blob / RN file API).
+        downloadCreditReportSuccess: {
+            reducer(draft) {
+                draft.cardProfiles.downloadState = 'Completed';
+            },
+            prepare(csv) {
+                return { payload: { csv } };
+            },
+        },
+        downloadCreditReportFailure(draft) {
             draft.cardProfiles.downloadState = 'Error';
         },
     },
@@ -158,7 +156,7 @@ export function mapCardTenantProfileRowPayload(row) {
         recommendedAmount: row.recommended_amount ?? null,
         reportDate: row.report_date ?? null,
         tenantId: row.tenant_id ?? null,
-        tenantNamespace: String(row.tenant_namespace ?? ''),
+        tenantNamespace: row.tenant_namespace,
         updatedByName: row.updated_by_name ?? null,
         updatedByUserId: row.updated_by_user_id ?? null,
         updatedOn: row.updated_on ?? null,
@@ -178,6 +176,6 @@ function mapMacroPayload(payload) {
         updatedAt: payload.updated_at,
     };
 }
-export const { fetchCreditAgentAccess, fetchCreditAgentAccessCompleted, fetchCreditAgentAccessFailed, fetchTenantCreditScoreReport, updateTenantCreditScoreReport, updateTenantCreditScoreReportFailure, scheduleTenantCreditScoreCron, scheduleTenantCreditScoreCronSuccess, scheduleTenantCreditScoreCronFailure, resetScheduleCronState, fetchCreditAgentMacro, updateCreditAgentMacro, updateCreditAgentMacroFailure, saveCreditAgentMacro, saveCreditAgentMacroSuccess, saveCreditAgentMacroFailure, resetSaveMacroState, fetchCardProfiles, fetchCardProfilesCompleted, fetchCardProfilesFailed, updateCardProfile, updateCardProfileCompleted, updateCardProfileFailed, downloadCreditReport, downloadCreditReportCompleted, downloadCreditReportFailed, } = creditAgentView.actions;
+export const { fetchCreditAgentAccess, fetchCreditAgentAccessSuccess, fetchCreditAgentAccessFailure, scheduleTenantCreditScoreCron, scheduleTenantCreditScoreCronSuccess, scheduleTenantCreditScoreCronFailure, resetScheduleCronState, fetchCreditAgentMacro, fetchCreditAgentMacroSuccess, fetchCreditAgentMacroFailure, saveCreditAgentMacro, saveCreditAgentMacroSuccess, saveCreditAgentMacroFailure, resetSaveMacroState, fetchCardProfiles, fetchCardProfilesSuccess, fetchCardProfilesFailure, updateCardProfile, updateCardProfileSuccess, updateCardProfileFailure, downloadCreditReport, downloadCreditReportSuccess, downloadCreditReportFailure, } = creditAgentView.actions;
 export { initialCreditAgentViewState as initialState };
 export default creditAgentView.reducer;

package/lib/esm/view/creditAgentView/creditAgentViewSelector.js

@@ -1,6 +1,5 @@
 import { createSelector } from '@reduxjs/toolkit';
 const getCreditAgentViewState = (state) => state.creditAgentViewState;
-export const getCreditAgentReport = createSelector(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.report);
 export const getCreditAgentMacro = createSelector(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.macro);
 export const getScheduleCronState = createSelector(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.scheduleCron);
 export const getCardProfilesData = createSelector(getCreditAgentViewState, (creditAgentViewState) => creditAgentViewState.cardProfiles);

package/lib/esm/view/creditAgentView/creditAgentViewState.js

@@ -1,28 +1 @@
-export const initialCreditAgentViewState = {
-    access: {
-        fetchState: 'Not-Started',
-        isAllowed: null,
-    },
-    cardProfiles: {
-        downloadState: 'Not-Started',
-        error: undefined,
-        fetchState: 'Not-Started',
-        rows: [],
-    },
-    macro: {
-        data: null,
-        error: undefined,
-        fetchState: 'Not-Started',
-        updateState: 'Not-Started',
-    },
-    report: {
-        count: 0,
-        error: undefined,
-        fetchState: 'Not-Started',
-        rows: [],
-    },
-    scheduleCron: {
-        error: undefined,
-        fetchState: 'Not-Started',
-    },
-};
+export {};

package/lib/esm/view/creditAgentView/epics/downloadCreditReportEpic.js

@@ -1,7 +1,7 @@
 import { of } from 'rxjs';
 import { catchError, filter, switchMap } from 'rxjs/operators';
-import { downloadCreditReport, downloadCreditReportCompleted, downloadCreditReportFailed, } from '../creditAgentViewReducer';
-const CSV_HEADERS = [
+import { downloadCreditReport, downloadCreditReportFailure, downloadCreditReportSuccess, } from '../creditAgentViewReducer';
+export const CSV_HEADERS = [
     'Customer Name',
     'Card Status',
     'Credit Limit ($)',
@@ -15,7 +15,7 @@ const CSV_HEADERS = [
     'Updated By',
     'Updated On',
 ];
-function rowToCsvLine(row) {
+export function rowToCsvLine(row) {
     const fields = [
         row.customerName,
         row.cardStatus,
@@ -37,23 +37,26 @@ function rowToCsvLine(row) {
     })
         .join(',');
 }
+export function buildCsvString(rows) {
+    const csvLines = [CSV_HEADERS.join(','), ...rows.map(rowToCsvLine)];
+    return csvLines.join('\n');
+}
+/**
+ * Epic: gather rows from state and emit downloadCreditReportSuccess with CSV data.
+ *
+ * This epic intentionally does NOT touch the DOM (no Blob, no document, no
+ * URL.createObjectURL). Those browser-only APIs would break SSR and React Native
+ * consumers of this shared package. The consuming web app should listen for
+ * downloadCreditReportSuccess and perform the actual file-save using its own
+ * platform-appropriate mechanism.
+ */
 export const downloadCreditReportEpic = (actions$, state$, _zeniAPI) => actions$.pipe(filter(downloadCreditReport.match), switchMap(() => {
     try {
         const rows = state$.value.creditAgentViewState.cardProfiles.rows;
-        const csvLines = [CSV_HEADERS.join(','), ...rows.map(rowToCsvLine)];
-        const csv = csvLines.join('\n');
-        const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' });
-        const objectUrl = URL.createObjectURL(blob);
-        const link = document.createElement('a');
-        link.href = objectUrl;
-        link.setAttribute('download', 'card-tenant-profiles.csv');
-        document.body.appendChild(link);
-        link.click();
-        document.body.removeChild(link);
-        URL.revokeObjectURL(objectUrl);
-        return of(downloadCreditReportCompleted());
+        const csv = buildCsvString(rows);
+        return of(downloadCreditReportSuccess(csv));
     }
     catch {
-        return of(downloadCreditReportFailed());
+        return of(downloadCreditReportFailure());
     }
-}), catchError(() => of(downloadCreditReportFailed())));
+}), catchError(() => of(downloadCreditReportFailure())));

package/lib/esm/view/creditAgentView/epics/fetchCardProfilesEpic.js

@@ -1,16 +1,16 @@
 import { of } from 'rxjs';
 import { catchError, filter, switchMap, mergeMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { fetchCardProfiles, fetchCardProfilesCompleted, fetchCardProfilesFailed, mapCardTenantProfileRowPayload, } from '../creditAgentViewReducer';
+import { fetchCardProfiles, fetchCardProfilesFailure, fetchCardProfilesSuccess, mapCardTenantProfileRowPayload, } from '../creditAgentViewReducer';
 export const fetchCardProfilesEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCardProfiles.match), switchMap(() => {
     const url = `${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/cockpit/card-tenant-profiles`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
+        if (isSuccessResponse(response)) {
             const rows = (response.data.rows ?? []).map(mapCardTenantProfileRowPayload);
-            return of(fetchCardProfilesCompleted(rows));
+            return of(fetchCardProfilesSuccess(rows));
         }
         else {
-            return of(fetchCardProfilesFailed(response.status));
+            return of(fetchCardProfilesFailure(response.status));
         }
-    }), catchError((error) => of(fetchCardProfilesFailed(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
+    }), catchError((error) => of(fetchCardProfilesFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
 }));

package/lib/esm/view/creditAgentView/epics/fetchCreditAgentAccessEpic.js

@@ -1,13 +1,13 @@
 import { of } from 'rxjs';
-import { catchError, filter, switchMap } from 'rxjs/operators';
-import { isSuccessResponse } from '../../../responsePayload';
-import { fetchCreditAgentAccess, fetchCreditAgentAccessCompleted, fetchCreditAgentAccessFailed, } from '../creditAgentViewReducer';
-export const fetchCreditAgentAccessEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCreditAgentAccess.match), switchMap(() => {
+import { catchError, filter, switchMap, withLatestFrom } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchCreditAgentAccess, fetchCreditAgentAccessFailure, fetchCreditAgentAccessSuccess, } from '../creditAgentViewReducer';
+export const fetchCreditAgentAccessEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCreditAgentAccess.match), withLatestFrom(state$), filter(([, state]) => state.creditAgentViewState.access.fetchState !== 'In-Progress'), switchMap(() => {
     const url = `${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/cockpit/cards-cockpit-access`;
     return zeniAPI.getJSON(url).pipe(switchMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(fetchCreditAgentAccessCompleted(response.data.is_allowed === true));
+        if (isSuccessResponse(response)) {
+            return of(fetchCreditAgentAccessSuccess(response.data.is_allowed === true));
         }
-        return of(fetchCreditAgentAccessCompleted(false));
-    }), catchError(() => of(fetchCreditAgentAccessFailed())));
+        return of(fetchCreditAgentAccessFailure(response.status));
+    }), catchError((error) => of(fetchCreditAgentAccessFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
 }));

package/lib/esm/view/creditAgentView/epics/fetchCreditAgentMacroEpic.js

@@ -1,15 +1,15 @@
 import { of } from 'rxjs';
-import { catchError, filter, switchMap, mergeMap } from 'rxjs/operators';
+import { catchError, filter, switchMap, mergeMap, withLatestFrom } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { fetchCreditAgentMacro, updateCreditAgentMacro, updateCreditAgentMacroFailure, } from '../creditAgentViewReducer';
-export const fetchCreditAgentMacroEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCreditAgentMacro.match), switchMap(() => {
+import { fetchCreditAgentMacro, fetchCreditAgentMacroFailure, fetchCreditAgentMacroSuccess, } from '../creditAgentViewReducer';
+export const fetchCreditAgentMacroEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCreditAgentMacro.match), withLatestFrom(state$), filter(([, state]) => state.creditAgentViewState.macro.fetchState !== 'In-Progress'), switchMap(() => {
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/macros/credit-agent`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(updateCreditAgentMacro(response.data));
+        if (isSuccessResponse(response)) {
+            return of(fetchCreditAgentMacroSuccess(response.data));
         }
         else {
-            return of(updateCreditAgentMacroFailure(response.status));
+            return of(fetchCreditAgentMacroFailure(response.status));
         }
-    }), catchError((error) => of(updateCreditAgentMacroFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
+    }), catchError((error) => of(fetchCreditAgentMacroFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
 }));

package/lib/esm/view/creditAgentView/epics/saveCreditAgentMacroEpic.js

@@ -5,14 +5,19 @@ import { saveCreditAgentMacro, saveCreditAgentMacroFailure, saveCreditAgentMacro
 export const saveCreditAgentMacroEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveCreditAgentMacro.match), switchMap((action) => {
     const { instructions } = action.payload;
     const existingMacro = state$.value.creditAgentViewState.macro.data;
+    // Fail fast if macro has not been loaded yet — avoids overwriting server-side
+    // name/description fields with empty defaults.
+    if (existingMacro == null) {
+        return of(saveCreditAgentMacroFailure(createZeniAPIStatus('Save failed', 'Cannot save macro: macro data has not been loaded yet.')));
+    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/macros/credit-agent`;
     const body = {
         instructions,
-        name: existingMacro?.name ?? 'credit-agent',
-        description: existingMacro?.description ?? '',
+        name: existingMacro.name,
+        description: existingMacro.description,
     };
     return zeniAPI.putAndGetJSON(url, body).pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
+        if (isSuccessResponse(response)) {
             return of(saveCreditAgentMacroSuccess(response.data));
         }
         else {

package/lib/esm/view/creditAgentView/epics/updateCardProfileEpic.js

@@ -1,7 +1,7 @@
 import { of } from 'rxjs';
 import { catchError, filter, switchMap, mergeMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { updateCardProfile, updateCardProfileCompleted, updateCardProfileFailed, mapCardTenantProfileRowPayload, } from '../creditAgentViewReducer';
+import { updateCardProfile, updateCardProfileFailure, updateCardProfileSuccess, mapCardTenantProfileRowPayload, } from '../creditAgentViewReducer';
 export const updateCardProfileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateCardProfile.match), switchMap((action) => {
     const { tenantNamespace, update } = action.payload;
     const url = `${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/cockpit/card-tenant-profiles`;
@@ -23,19 +23,13 @@ export const updateCardProfileEpic = (actions$, _state$, zeniAPI) => actions$.pi
     return zeniAPI.putAndGetJSON(url, body).pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data?.profile != null) {
             const mapped = mapCardTenantProfileRowPayload(response.data.profile);
-            return of(updateCardProfileCompleted({
-                profile: {
-                    cardStatus: mapped.cardStatus,
-                    creditLimit: mapped.creditLimit,
-                    updatedByName: mapped.updatedByName,
-                    updatedByUserId: mapped.updatedByUserId,
-                    updatedOn: mapped.updatedOn,
-                },
+            return of(updateCardProfileSuccess({
+                profile: mapped,
                 tenantNamespace,
             }));
         }
         else {
-            return of(updateCardProfileFailed(response.status));
+            return of(updateCardProfileFailure(response.status));
         }
-    }), catchError((error) => of(updateCardProfileFailed(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
+    }), catchError((error) => of(updateCardProfileFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
 }));

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

@@ -0,0 +1,63 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { excludeAccountFromReconciliation, excludeAccountFromReconciliationFailure, excludeAccountFromReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const excludeAccountFromReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(excludeAccountFromReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const reconciliationData = getAccountReconByAccountIdAndSelectedPeriod(state, accountId, selectedPeriod);
+    const payload = {
+        account_id: accountId,
+        bank_balance: reconciliationData?.balance?.amount ?? null,
+        cleared_balance: reconciliationData?.clearedBalance?.amount ?? null,
+        variance: reconciliationData?.variance?.amount ?? null,
+    };
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts`;
+    return zeniAPI
+        .postAndGetJSON(apiUrl, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const newAccountKey = getAccountKey('excluded_account_reconciliation', accountId);
+            const oldAccountKey = getAccountKey('account_reconciliation', accountId);
+            return of(excludeAccountFromReconciliationSuccess({
+                account: response.data?.excluded_account ?? undefined,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }), openSnackbar({
+                messageSection: 'account_excluded_from_reconciliation',
+                messageText: 'success',
+                type: 'success',
+                variables: [
+                    {
+                        variableName: '_account-name_',
+                        variableValue: reconciliationData?.account.accountName ?? '',
+                    },
+                ],
+            }));
+        }
+        else {
+            return of(excludeAccountFromReconciliationFailure({
+                error: response.status,
+            }), openSnackbar({
+                messageSection: 'account_excluded_from_reconciliation',
+                messageText: 'failed',
+                type: 'error',
+            }));
+        }
+    }), catchError((error) => of(excludeAccountFromReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Exclude account from reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'account_excluded_from_reconciliation',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

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

@@ -53,22 +53,17 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
         return zeniAPI.getJSON(apiUrl).pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const updateActions = [];
-                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'));
-                updateActions.push(updateAllUsers({
+                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
+                updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'), updateAccounts(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), updateAllUsers({
                     users: response.data.users ?? [],
                     updateType: 'merge',
-                }));
-                updateActions.push(updateFiles({ files: response.data.files ?? [] }));
-                const allTransactionsPerRecon = getAllReviewTransactionsFromReconcilePayload(response.data.reconciliation);
-                updateActions.push(updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'));
-                updateActions.push(updateAccountRecon(selectedPeriod, response.data.reconciliation));
+                }), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation));
                 const reviewTabLocalData = prepareReviewTabLocalData(response.data.reconciliation[0]?.transactions?.review ?? []);
                 if (accountId != null) {
                     const selectedTransactionIds = getTransactionIdFromCheckedMatchedTransactionPayload(response.data.reconciliation[0].transactions.reconcile);
                     updateActions.push(updateReconcileTabLocalData({
                         selectedTransactionIds: selectedTransactionIds,
-                    }));
-                    updateActions.push(initializeReconciliationReviewTabLocalData(reviewTabLocalData));
+                    }), initializeReconciliationReviewTabLocalData(reviewTabLocalData));
                 }
                 updateActions.push(fetchReconciliationSuccess(selectedPeriod, response.data, refreshViewInBackground, accountId));
                 return from(updateActions);

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

@@ -0,0 +1,65 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
+import { changeAccountKey } from '../../../../entity/account/accountReducer';
+import { getAccountBase } from '../../../../entity/account/accountSelector';
+import { getAccountKey } from '../../../../entity/account/accountState';
+import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { includeAccountInReconciliation, includeAccountInReconciliationFailure, includeAccountInReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
+export const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(includeAccountInReconciliation.match), mergeMap((action) => {
+    const { accountId } = action.payload;
+    const state = state$.value;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
+    const account = getAccountBase(state.accountState, accountId, 'excluded_account_reconciliation');
+    const period = convertToPeriod(selectedPeriod, true);
+    const query = JSON.stringify({
+        start_date: period.start,
+        end_date: period.end,
+    });
+    const apiUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/excluded-accounts/${accountId}?query=${encodeURIComponent(query)}`;
+    return zeniAPI
+        .deleteAndGetJSON(apiUrl)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const reconciliation = response.data.reconciliation;
+            const oldAccountKey = getAccountKey('excluded_account_reconciliation', reconciliation.account_id);
+            const newAccountKey = getAccountKey('account_reconciliation', reconciliation.account_id);
+            return of(updateAccountRecon(selectedPeriod, [reconciliation]), includeAccountInReconciliationSuccess({
+                reconciliation,
+                selectedPeriod,
+            }), changeAccountKey({
+                oldKey: oldAccountKey,
+                newKey: newAccountKey,
+            }), openSnackbar({
+                messageSection: 'account_included_in_reconciliation',
+                messageText: 'success',
+                type: 'success',
+                variables: [
+                    {
+                        variableName: '_account-name_',
+                        variableValue: account?.accountName ?? '',
+                    },
+                ],
+            }));
+        }
+        else {
+            return of(includeAccountInReconciliationFailure({
+                error: response.status,
+            }), openSnackbar({
+                messageSection: 'account_included_in_reconciliation',
+                messageText: 'failed',
+                type: 'error',
+            }));
+        }
+    }), catchError((error) => of(includeAccountInReconciliationFailure({
+        error: createZeniAPIStatus('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'account_included_in_reconciliation',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -21,13 +21,13 @@ export const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe
         if (isSuccessResponse(response) && response.data != null) {
             const updateActions = [];
             updateActions.push(updateJESchedules([
-                ...response.data.draft_je_schedules,
+                ...response.data.je_schedules,
                 ...response.data.failed_je_postings.je_schedules,
             ]), updateJESchedulesDetails([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), initializeJeScheduleLocalData([
                 ...response.data.failed_je_postings.je_schedules,
             ]));
             updateActions.push(fetchJeSchedulesSuccess({
-                jeSchedules: [...response.data.draft_je_schedules],
+                jeSchedules: [...response.data.je_schedules],
                 failedJeSchedules: [
                     ...response.data.failed_je_postings.je_schedules,
                 ],