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

package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts

@@ -1,4 +1,5 @@
 import { StatusCodeWithLabelPayload } from '../../../commonPayloadTypes/statusPayload';
+import { ID } from '../../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
 import { AccountPayload } from '../../../entity/account/accountPayload';
 import { ReconciliationDataPayload, StatementMetaDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
@@ -9,14 +10,35 @@ import { UserPayload } from '../../../entity/user/userPayload';
 import { RootState } from '../../../reducer';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+export interface DetectionInfoPayload {
+    account_id: string;
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+    currency_code?: string;
+    currency_symbol?: string;
+}
 export interface AccountAndPaymentAccountPayload extends AccountPayload {
     payment_account_id: string | null;
+    detection_info?: DetectionInfoPayload;
+    detection_reason?: string;
+}
+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[];
+    detection_info?: DetectionInfoPayload;
+    detection_reason?: string;
+    excluded_accounts?: ExcludedAccountPayload[];
 }
 export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
 export interface SaveReconciliationReviewPayload {
@@ -29,6 +51,28 @@ export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(st
         review: TransactionsToReviewPayload[];
     };
 };
+export interface ExcludeAccountFromReconciliationRequestPayload {
+    account_id: ID;
+    bank_balance: number;
+    cleared_balance: number;
+    variance: number;
+}
+export interface ExcludedAccountFromReconciliationPayload {
+    account_id: ID;
+    bank_balance: number | null;
+    cleared_balance: number | null;
+    variance: number | null;
+    currency_code?: string;
+    currency_symbol?: string;
+}
+export interface ExcludeAccountFromReconciliationResponsePayload {
+    excluded_account: ExcludedAccountFromReconciliationPayload;
+}
+export type ExcludeAccountFromReconciliationResponse = ZeniAPIResponse<ExcludeAccountFromReconciliationResponsePayload>;
+export interface IncludeAccountInReconciliationResponsePayload {
+    reconciliation: ReconciliationDataPayload;
+}
+export type IncludeAccountInReconciliationResponse = ZeniAPIResponse<IncludeAccountInReconciliationResponsePayload>;
 export interface DeleteStatementResponsePayload {
     statement_upload: {
         statement_data_status: StatusCodeWithLabelPayload;
@@ -54,3 +98,4 @@ export interface UploadStatementResponsePayload {
     };
 }
 export type UploadStatementResponse = ZeniAPIResponse<UploadStatementResponsePayload>;
+export {};

package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts

@@ -5,7 +5,7 @@ import { JEScheduledTransactionPayload } from '../../../entity/jeSchedules/jeSch
 import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { AccountTypeRecommendationPayload } from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';
-import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState } from '../types/jeSchedulesViewState';
+import { AccountSettingsLocalData, AccountSettingsState, JEScheduleLocalData, JESchedulesViewState, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
 export declare const accountSettingsInitialState: AccountSettingsState;
 export declare const initialState: JESchedulesViewState;
 export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearExpenseAutomationJESchedulesView">, clearJeAccountSettingsLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeAccountSettingsLocalData">, clearJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/clearJeScheduleLocalData">, fetchAccountSettingsListForAccountTypes: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchAccountSettingsListForAccountTypes">, fetchJeSchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, refreshViewInBackground?: any], {
@@ -56,7 +56,7 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     accountPayload: AccountMetadataPayload[];
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypes">, updateAccountSettingsListForAccountTypesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJESchedulesUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<Partial<JESchedulesViewUIState>, "expenseAutomationJESchedulesView/updateJESchedulesUIState">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     localData: Partial<JEScheduleLocalData>;
     scheduledJournalEntryID: ID;
 }, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_bill_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`)[], selectedPeriod: MonthYearPeriod], {

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
+exports.updateRecommendationForAccountSettingsFailure = exports.updateRecommendationForAccountSettings = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateJESchedulesUIState = exports.updateAccountSettingsListForAccountTypesFailure = exports.updateAccountSettingsListForAccountTypes = exports.saveAccountSettingsSuccess = exports.saveAccountSettingsLocalData = exports.saveAccountSettingsFailure = exports.saveAccountSettings = exports.retryJeScheduleSuccess = exports.retryJeScheduleFailure = exports.retryJeSchedule = exports.removeJeScheduleTransactionKey = exports.removeJeScheduleLocalDataById = exports.removeFailedJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeAccountSettingsView = exports.ignoreRecommendedJeScheduleSuccess = exports.ignoreRecommendedJeScheduleFailure = exports.ignoreRecommendedJeSchedule = exports.fetchRecommendationForAccountSettings = exports.fetchJeSchedulesSuccess = exports.fetchJeSchedulesPage = exports.fetchJeSchedulesFailure = exports.fetchJeSchedules = exports.fetchAccountSettingsListForAccountTypes = exports.clearJeScheduleLocalData = exports.clearJeAccountSettingsLocalData = exports.clearExpenseAutomationJESchedulesView = exports.initialState = exports.accountSettingsInitialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getNestedAccountIDHierarchyForReport_1 = require("../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -48,6 +48,9 @@ exports.initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        selectedMainTab: 'pending_review',
+        sortKey: 'transactionDate',
+        sortOrder: 'descending',
         totalCount: 0,
         limit: 10,
     },
@@ -369,12 +372,29 @@ const expenseAutomationJESchedulesView = (0, toolkit_1.createSlice)({
         clearJeAccountSettingsLocalData(draft) {
             draft.accountSettings.localData = exports.accountSettingsInitialState.localData;
         },
+        updateJESchedulesUIState(draft, action) {
+            if (action.payload.sortKey != null) {
+                draft.uiState.sortKey = action.payload.sortKey;
+            }
+            if (action.payload.sortOrder != null) {
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            }
+            if (action.payload.searchString != null) {
+                draft.uiState.searchString = action.payload.searchString;
+            }
+            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);
         },
     },
 });
-_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
+_a = expenseAutomationJESchedulesView.actions, exports.clearExpenseAutomationJESchedulesView = _a.clearExpenseAutomationJESchedulesView, exports.clearJeAccountSettingsLocalData = _a.clearJeAccountSettingsLocalData, exports.clearJeScheduleLocalData = _a.clearJeScheduleLocalData, exports.fetchAccountSettingsListForAccountTypes = _a.fetchAccountSettingsListForAccountTypes, exports.fetchJeSchedules = _a.fetchJeSchedules, exports.fetchJeSchedulesFailure = _a.fetchJeSchedulesFailure, exports.fetchJeSchedulesPage = _a.fetchJeSchedulesPage, exports.fetchJeSchedulesSuccess = _a.fetchJeSchedulesSuccess, exports.fetchRecommendationForAccountSettings = _a.fetchRecommendationForAccountSettings, exports.ignoreRecommendedJeSchedule = _a.ignoreRecommendedJeSchedule, exports.ignoreRecommendedJeScheduleFailure = _a.ignoreRecommendedJeScheduleFailure, exports.ignoreRecommendedJeScheduleSuccess = _a.ignoreRecommendedJeScheduleSuccess, exports.initializeAccountSettingsView = _a.initializeAccountSettingsView, exports.initializeJeScheduleLocalData = _a.initializeJeScheduleLocalData, exports.removeFailedJeScheduleTransactionKey = _a.removeFailedJeScheduleTransactionKey, exports.removeJeScheduleLocalDataById = _a.removeJeScheduleLocalDataById, exports.removeJeScheduleTransactionKey = _a.removeJeScheduleTransactionKey, exports.retryJeSchedule = _a.retryJeSchedule, exports.retryJeScheduleFailure = _a.retryJeScheduleFailure, exports.retryJeScheduleSuccess = _a.retryJeScheduleSuccess, exports.saveAccountSettings = _a.saveAccountSettings, exports.saveAccountSettingsFailure = _a.saveAccountSettingsFailure, exports.saveAccountSettingsLocalData = _a.saveAccountSettingsLocalData, exports.saveAccountSettingsSuccess = _a.saveAccountSettingsSuccess, exports.updateAccountSettingsListForAccountTypes = _a.updateAccountSettingsListForAccountTypes, exports.updateAccountSettingsListForAccountTypesFailure = _a.updateAccountSettingsListForAccountTypesFailure, exports.updateJESchedulesUIState = _a.updateJESchedulesUIState, exports.updateJeScheduleLocalDataById = _a.updateJeScheduleLocalDataById, exports.updateJeScheduleTransactionKeys = _a.updateJeScheduleTransactionKeys, exports.updateRecommendationForAccountSettings = _a.updateRecommendationForAccountSettings, exports.updateRecommendationForAccountSettingsFailure = _a.updateRecommendationForAccountSettingsFailure;
 exports.default = expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = (0, accountTypeRecommendationPayload_1.mapAccountTypeRecommendationPayloadToAccountRecommendationByType)(payload);

package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts

@@ -12,6 +12,12 @@ export declare const initialBulkUploadState: BulkUploadState;
 export declare const initialState: MissingReceiptsViewState;
 /** Epic trigger only; batch-details fetch is handled in epics. */
 export declare const fetchBulkUploadBatchDetails: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails">;
+/**
+ * Epic trigger only. Dispatched from the screen on missing-receipts entry / period switch so the
+ * automatching banner is restored for the logged-in user even when they sit on the Missing tab
+ * after a hard refresh. The epic owns the list + details API calls end-to-end.
+ */
+export declare const restoreBulkUploadAutomatchingOnMount: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/restoreBulkUploadAutomatchingOnMount">;
 export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, minimumTransactionAmount: Amount, cacheOverride?: any, refreshViewInBackground?: any], {
     period: TimePeriod;
     minimumTransactionAmount: Amount;
@@ -34,11 +40,15 @@ export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCrea
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationMissingReceiptsView/markMissingReceiptAsDone", never, never>, clearExpenseAutomationMissingReceiptsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationMissingReceiptsView/clearExpenseAutomationMissingReceiptsView">, bulkUploadReceipts: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[files: File[]], {
     files: File[];
-}, "expenseAutomationMissingReceiptsView/bulkUploadReceipts", never, never>, updateBulkUploadProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/updateBulkUploadProgress">, bulkUploadReceiptsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fileCount: number;
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceipts", never, never>, updateBulkUploadProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/updateBulkUploadProgress">, setBulkUploadUploadedFileCount: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "expenseAutomationMissingReceiptsView/setBulkUploadUploadedFileCount">, bulkUploadReceiptsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     batchId: ID;
 }, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsSuccess">, bulkUploadReceiptsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     error: ZeniAPIStatus;
-}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, bulkUploadAutomatchingTimedOut: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[batchId: string], {
+}, "expenseAutomationMissingReceiptsView/bulkUploadReceiptsFailure">, restoreBulkUploadMatchingState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    batchId: ID;
+    totalFiles: number;
+}, "expenseAutomationMissingReceiptsView/restoreBulkUploadMatchingState">, bulkUploadAutomatchingTimedOut: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[batchId: string], {
     batchId: string;
 }, "expenseAutomationMissingReceiptsView/bulkUploadAutomatchingTimedOut", never, never>, pusherBatchStatusUpdate: import("@reduxjs/toolkit").ActionCreatorWithPayload<BatchStatus, "expenseAutomationMissingReceiptsView/pusherBatchStatusUpdate">, requestMissingReceiptsTabNavigation: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tab: BulkUploadResultsTab;
@@ -91,14 +101,20 @@ export declare const fetchMissingReceipts: import("@reduxjs/toolkit").ActionCrea
     pageToken: string | undefined;
     cacheOverride: boolean | undefined;
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactions", never, never>, fetchCompletedTransactionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    completedSubTab: CompletedSubTab;
     isInitialLoad: boolean;
     nextPageToken: string | null;
     selectedPeriod: MonthYearPeriod;
+    sortKey: BulkUploadSortKey;
+    sortOrder: SortOrder;
     totalCount: number;
     transactionIds: ID[];
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactionsSuccess">, fetchCompletedTransactionsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    completedSubTab: CompletedSubTab;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
+    sortKey: BulkUploadSortKey;
+    sortOrder: SortOrder;
 }, "expenseAutomationMissingReceiptsView/fetchCompletedTransactionsFailure">;
 declare const _default: import("redux").Reducer<MissingReceiptsViewState>;
 export default _default;

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.setInitialBatchDetailsLoading = exports.batchDetailFetchFailed = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.bulkUploadAutomatchingTimedOut = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.updateBulkUploadProgress = exports.bulkUploadReceipts = exports.clearExpenseAutomationMissingReceiptsView = exports.markMissingReceiptAsDone = exports.updateMissingReceiptsUIState = exports.updateMissingReceiptUploadState = exports.uploadMissingReceiptSuccess = exports.fetchMissingReceiptsFailure = exports.fetchMissingReceiptsSuccess = exports.fetchMissingReceipts = exports.fetchBulkUploadBatchDetails = exports.initialState = exports.initialBulkUploadState = exports.getCompletedTransactionsCacheKey = void 0;
+exports.fetchCompletedTransactionsFailure = exports.fetchCompletedTransactionsSuccess = exports.fetchCompletedTransactions = exports.acknowledgeBulkUploadConfirmMatchComplete = exports.clearManualSearchResults = exports.searchTransactionsForManualMatchFailure = exports.searchTransactionsForManualMatchSuccess = exports.searchTransactionsForManualMatch = exports.clearBulkUpload = exports.setBulkUploadSortConfig = exports.setBulkUploadCompletedSubTab = exports.setBulkUploadResultsTab = exports.confirmBulkUploadMatchFailure = exports.confirmBulkUploadMatchSuccess = exports.confirmBulkUploadMatch = exports.fetchBulkUploadBatchesFailure = exports.fetchBulkUploadBatchesSuccess = exports.fetchBulkUploadBatches = exports.fetchMoreBatchDetailsFailure = exports.fetchMoreBatchDetailsComplete = exports.fetchMoreBatchDetails = exports.setInitialBatchDetailsLoading = exports.batchDetailFetchFailed = exports.storeBatchDetails = exports.fetchBulkUploadBatchDetailsFailure = exports.fetchBulkUploadBatchDetailsSuccess = exports.clearMissingReceiptsTabNavigation = exports.requestMissingReceiptsTabNavigation = exports.pusherBatchStatusUpdate = exports.bulkUploadAutomatchingTimedOut = exports.restoreBulkUploadMatchingState = exports.bulkUploadReceiptsFailure = exports.bulkUploadReceiptsSuccess = exports.setBulkUploadUploadedFileCount = exports.updateBulkUploadProgress = exports.bulkUploadReceipts = exports.clearExpenseAutomationMissingReceiptsView = exports.markMissingReceiptAsDone = exports.updateMissingReceiptsUIState = exports.updateMissingReceiptUploadState = exports.uploadMissingReceiptSuccess = exports.fetchMissingReceiptsFailure = exports.fetchMissingReceiptsSuccess = exports.fetchMissingReceipts = exports.restoreBulkUploadAutomatchingOnMount = exports.fetchBulkUploadBatchDetails = exports.initialState = exports.initialBulkUploadState = exports.getCompletedTransactionsCacheKey = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const missingReceiptsViewState_1 = require("../types/missingReceiptsViewState");
@@ -32,6 +32,7 @@ exports.initialBulkUploadState = {
     phase: 'idle',
     sortKey: 'date',
     sortOrder: 'descending',
+    uploadedFileCount: 0,
     uploadProgress: 0,
     uploadStatus: { fetchState: 'Not-Started', error: undefined },
 };
@@ -58,6 +59,12 @@ exports.initialState = {
 };
 /** Epic trigger only; batch-details fetch is handled in epics. */
 exports.fetchBulkUploadBatchDetails = (0, toolkit_1.createAction)('expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails');
+/**
+ * Epic trigger only. Dispatched from the screen on missing-receipts entry / period switch so the
+ * automatching banner is restored for the logged-in user even when they sit on the Missing tab
+ * after a hard refresh. The epic owns the list + details API calls end-to-end.
+ */
+exports.restoreBulkUploadAutomatchingOnMount = (0, toolkit_1.createAction)('expenseAutomationMissingReceiptsView/restoreBulkUploadAutomatchingOnMount');
 const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
     name: 'expenseAutomationMissingReceiptsView',
     initialState: exports.initialState,
@@ -161,21 +168,29 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
         },
         // -- Bulk Upload Actions --
         bulkUploadReceipts: {
-            reducer(draft) {
+            reducer(draft, action) {
                 draft.bulkUpload.phase = 'uploading';
                 draft.bulkUpload.uploadProgress = 0;
+                draft.bulkUpload.uploadedFileCount = action.payload.fileCount;
                 draft.bulkUpload.uploadStatus = {
                     fetchState: 'In-Progress',
                     error: undefined,
                 };
             },
             prepare(files) {
-                return { payload: { files } };
+                return { payload: { files, fileCount: files.length } };
             },
         },
         updateBulkUploadProgress(draft, action) {
             draft.bulkUpload.uploadProgress = action.payload;
         },
+        /**
+         * Sync file count when bulk upload uses direct HTTP (`bulkUploadReceipts` Redux action is not
+         * dispatched, so `bulkUploadReceipts` reducer never runs).
+         */
+        setBulkUploadUploadedFileCount(draft, action) {
+            draft.bulkUpload.uploadedFileCount = action.payload;
+        },
         bulkUploadReceiptsSuccess(draft, action) {
             draft.bulkUpload.currentBatchId = action.payload.batchId;
             draft.bulkUpload.uploadProgress = 100;
@@ -192,6 +207,14 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
             };
             draft.bulkUpload.phase = 'idle';
         },
+        restoreBulkUploadMatchingState(draft, action) {
+            if (draft.bulkUpload.phase !== 'idle') {
+                return;
+            }
+            draft.bulkUpload.currentBatchId = action.payload.batchId;
+            draft.bulkUpload.uploadedFileCount = action.payload.totalFiles;
+            draft.bulkUpload.phase = 'matching';
+        },
         bulkUploadAutomatchingTimedOut: {
             reducer(draft, action) {
                 if (draft.bulkUpload.phase !== 'matching' ||
@@ -504,9 +527,9 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
             },
         },
         fetchCompletedTransactionsSuccess(draft, action) {
-            const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, } = action.payload;
+            const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, sortKey, sortOrder, completedSubTab, } = action.payload;
             const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
-            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, sortKey, sortOrder, completedSubTab);
             if (isInitialLoad) {
                 draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
                     transactionIds,
@@ -535,7 +558,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
         },
         fetchCompletedTransactionsFailure(draft, action) {
             const periodId = (0, timePeriod_1.toMonthYearPeriodId)(action.payload.selectedPeriod);
-            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const cacheKey = (0, exports.getCompletedTransactionsCacheKey)(periodId, action.payload.sortKey, action.payload.sortOrder, action.payload.completedSubTab);
             const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];
             if (existing != null) {
                 existing.fetchState = {
@@ -556,7 +579,7 @@ const expenseAutomationMissingReceiptsView = (0, toolkit_1.createSlice)({
 });
 _a = expenseAutomationMissingReceiptsView.actions, exports.fetchMissingReceipts = _a.fetchMissingReceipts, exports.fetchMissingReceiptsSuccess = _a.fetchMissingReceiptsSuccess, exports.fetchMissingReceiptsFailure = _a.fetchMissingReceiptsFailure, exports.uploadMissingReceiptSuccess = _a.uploadMissingReceiptSuccess, exports.updateMissingReceiptUploadState = _a.updateMissingReceiptUploadState, exports.updateMissingReceiptsUIState = _a.updateMissingReceiptsUIState, exports.markMissingReceiptAsDone = _a.markMissingReceiptAsDone, exports.clearExpenseAutomationMissingReceiptsView = _a.clearExpenseAutomationMissingReceiptsView, 
 // Bulk Upload
-exports.bulkUploadReceipts = _a.bulkUploadReceipts, exports.updateBulkUploadProgress = _a.updateBulkUploadProgress, exports.bulkUploadReceiptsSuccess = _a.bulkUploadReceiptsSuccess, exports.bulkUploadReceiptsFailure = _a.bulkUploadReceiptsFailure, exports.bulkUploadAutomatchingTimedOut = _a.bulkUploadAutomatchingTimedOut, exports.pusherBatchStatusUpdate = _a.pusherBatchStatusUpdate, exports.requestMissingReceiptsTabNavigation = _a.requestMissingReceiptsTabNavigation, exports.clearMissingReceiptsTabNavigation = _a.clearMissingReceiptsTabNavigation, exports.fetchBulkUploadBatchDetailsSuccess = _a.fetchBulkUploadBatchDetailsSuccess, exports.fetchBulkUploadBatchDetailsFailure = _a.fetchBulkUploadBatchDetailsFailure, exports.storeBatchDetails = _a.storeBatchDetails, exports.batchDetailFetchFailed = _a.batchDetailFetchFailed, exports.setInitialBatchDetailsLoading = _a.setInitialBatchDetailsLoading, exports.fetchMoreBatchDetails = _a.fetchMoreBatchDetails, exports.fetchMoreBatchDetailsComplete = _a.fetchMoreBatchDetailsComplete, exports.fetchMoreBatchDetailsFailure = _a.fetchMoreBatchDetailsFailure, exports.fetchBulkUploadBatches = _a.fetchBulkUploadBatches, exports.fetchBulkUploadBatchesSuccess = _a.fetchBulkUploadBatchesSuccess, exports.fetchBulkUploadBatchesFailure = _a.fetchBulkUploadBatchesFailure, exports.confirmBulkUploadMatch = _a.confirmBulkUploadMatch, exports.confirmBulkUploadMatchSuccess = _a.confirmBulkUploadMatchSuccess, exports.confirmBulkUploadMatchFailure = _a.confirmBulkUploadMatchFailure, exports.setBulkUploadResultsTab = _a.setBulkUploadResultsTab, exports.setBulkUploadCompletedSubTab = _a.setBulkUploadCompletedSubTab, exports.setBulkUploadSortConfig = _a.setBulkUploadSortConfig, exports.clearBulkUpload = _a.clearBulkUpload, exports.searchTransactionsForManualMatch = _a.searchTransactionsForManualMatch, exports.searchTransactionsForManualMatchSuccess = _a.searchTransactionsForManualMatchSuccess, exports.searchTransactionsForManualMatchFailure = _a.searchTransactionsForManualMatchFailure, exports.clearManualSearchResults = _a.clearManualSearchResults, exports.acknowledgeBulkUploadConfirmMatchComplete = _a.acknowledgeBulkUploadConfirmMatchComplete, 
+exports.bulkUploadReceipts = _a.bulkUploadReceipts, exports.updateBulkUploadProgress = _a.updateBulkUploadProgress, exports.setBulkUploadUploadedFileCount = _a.setBulkUploadUploadedFileCount, exports.bulkUploadReceiptsSuccess = _a.bulkUploadReceiptsSuccess, exports.bulkUploadReceiptsFailure = _a.bulkUploadReceiptsFailure, exports.restoreBulkUploadMatchingState = _a.restoreBulkUploadMatchingState, exports.bulkUploadAutomatchingTimedOut = _a.bulkUploadAutomatchingTimedOut, exports.pusherBatchStatusUpdate = _a.pusherBatchStatusUpdate, exports.requestMissingReceiptsTabNavigation = _a.requestMissingReceiptsTabNavigation, exports.clearMissingReceiptsTabNavigation = _a.clearMissingReceiptsTabNavigation, exports.fetchBulkUploadBatchDetailsSuccess = _a.fetchBulkUploadBatchDetailsSuccess, exports.fetchBulkUploadBatchDetailsFailure = _a.fetchBulkUploadBatchDetailsFailure, exports.storeBatchDetails = _a.storeBatchDetails, exports.batchDetailFetchFailed = _a.batchDetailFetchFailed, exports.setInitialBatchDetailsLoading = _a.setInitialBatchDetailsLoading, exports.fetchMoreBatchDetails = _a.fetchMoreBatchDetails, exports.fetchMoreBatchDetailsComplete = _a.fetchMoreBatchDetailsComplete, exports.fetchMoreBatchDetailsFailure = _a.fetchMoreBatchDetailsFailure, exports.fetchBulkUploadBatches = _a.fetchBulkUploadBatches, exports.fetchBulkUploadBatchesSuccess = _a.fetchBulkUploadBatchesSuccess, exports.fetchBulkUploadBatchesFailure = _a.fetchBulkUploadBatchesFailure, exports.confirmBulkUploadMatch = _a.confirmBulkUploadMatch, exports.confirmBulkUploadMatchSuccess = _a.confirmBulkUploadMatchSuccess, exports.confirmBulkUploadMatchFailure = _a.confirmBulkUploadMatchFailure, exports.setBulkUploadResultsTab = _a.setBulkUploadResultsTab, exports.setBulkUploadCompletedSubTab = _a.setBulkUploadCompletedSubTab, exports.setBulkUploadSortConfig = _a.setBulkUploadSortConfig, exports.clearBulkUpload = _a.clearBulkUpload, exports.searchTransactionsForManualMatch = _a.searchTransactionsForManualMatch, exports.searchTransactionsForManualMatchSuccess = _a.searchTransactionsForManualMatchSuccess, exports.searchTransactionsForManualMatchFailure = _a.searchTransactionsForManualMatchFailure, exports.clearManualSearchResults = _a.clearManualSearchResults, exports.acknowledgeBulkUploadConfirmMatchComplete = _a.acknowledgeBulkUploadConfirmMatchComplete, 
 // Completed Transactions
 exports.fetchCompletedTransactions = _a.fetchCompletedTransactions, exports.fetchCompletedTransactionsSuccess = _a.fetchCompletedTransactionsSuccess, exports.fetchCompletedTransactionsFailure = _a.fetchCompletedTransactionsFailure;
 exports.default = expenseAutomationMissingReceiptsView.reducer;

package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts

@@ -2,9 +2,10 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { FetchState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
-import { AccountReconciliationLocalData, ActionFetchStates, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+import { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
+import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
 export declare const initialReconciliationTabsState: ReconciliationTabsState;
 export declare const initialActionFetchState: ActionFetchStates;
 export declare const initialState: ReconciliationViewState;
@@ -86,7 +87,17 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     accountId: ID;
     error: ZeniAPIStatus;
     selectedPeriod: MonthYearPeriod;
-}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationReconciliationView/deleteAccountStatementFailure">, excludeAccountFromReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/excludeAccountFromReconciliation", never, never>, excludeAccountFromReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    account?: ExcludedAccountFromReconciliationPayload;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationSuccess">, excludeAccountFromReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/excludeAccountFromReconciliationFailure">, includeAccountInReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: ExcludeAccountFromReconciliationPayload], ExcludeAccountFromReconciliationPayload, "expenseAutomationReconciliationView/includeAccountInReconciliation", never, never>, includeAccountInReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    reconciliation?: ReconciliationDataPayload;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationSuccess">, includeAccountInReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/includeAccountInReconciliationFailure">, uploadAccountStatement: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     accountId: ID;
     payload: UploadStatementDocumentAIPayload;
     selectedPeriod: MonthYearPeriod;
@@ -99,6 +110,9 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     statementUploadChosen: boolean;
-}, "expenseAutomationReconciliationView/updateStatementUploadChosen">;
+}, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    collapsed: boolean;
+    nodeId: ID;
+}, "expenseAutomationReconciliationView/updateNodeCollapseState">;
 declare const _default: import("redux").Reducer<ReconciliationViewState>;
 export default _default;

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

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+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;
 const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountState_1 = require("../../../entity/account/accountState");
@@ -41,7 +41,15 @@ exports.initialReconciliationTabsState = {
     },
 };
 exports.initialActionFetchState = {
+    excludeAccountFetch: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     excludeFetchById: {},
+    includeAccountFetch: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     reconcileFetch: {
         fetchState: 'Not-Started',
         error: undefined,
@@ -55,6 +63,7 @@ exports.initialActionFetchState = {
 exports.initialState = {
     accountReconciliationRecordsBySelectedPeriod: {},
     accountConnectionStatusByAccountID: {},
+    excludedAccountExclusionInfo: {},
     fetchState: 'Not-Started',
     error: undefined,
     selectedTab: 'review',
@@ -64,10 +73,12 @@ exports.initialState = {
     selectedAccountId: undefined,
     statementUploadChosen: false,
     reconListUIState: {
+        nodeCollapseState: {},
         scrollPosition: {
             scrollTop: 0,
         },
     },
+    excludedAccountIDs: [],
 };
 // Create slice with reducers
 const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
@@ -136,7 +147,7 @@ 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);
+                    updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
                 }
                 else if (action.payload.reconciliation.reconciliation.length > 0 &&
                     action.payload.reconciliation.accounts.length > 0) {
@@ -348,6 +359,10 @@ 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) {
@@ -425,6 +440,85 @@ 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;
         },
@@ -434,10 +528,38 @@ 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.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen;
+_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;
 // Export reducer
 exports.default = expenseAutomationReconciliationView.reducer;
-function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground) {
+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 ?? '$',
+                }
+                : undefined,
+        };
+    });
     draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = {
         accountIDs: [],
         reconciliationByAccountID: {},
@@ -475,6 +597,9 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                     ? (0, accountState_1.toReconciliationAccountSource)(account.reconciliation_source)
                     : undefined,
             },
+            accountDetectionReason: account?.detection_info != null && account.detection_reason != null
+                ? account.detection_reason
+                : undefined,
         };
         accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
     });
@@ -520,3 +645,42 @@ function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accoun
         };
     }
 }
+const updateExcludedAccountExclusionInfo = (draft, account) => {
+    draft.excludedAccountExclusionInfo[account.account_id] = {
+        bankBalance: account.bank_balance != null
+            ? {
+                amount: account.bank_balance,
+                currencyCode: account.currency_code ?? 'USD',
+                currencySymbol: account.currency_symbol ?? '$',
+            }
+            : 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: {},
+        accountDetectionReason: undefined,
+    };
+};