@zeniai/client-epic-state 4.20.9-betaAK1 → 4.20.9
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/animations.d.ts +1 -1
- package/lib/commonStateTypes/animations.js +0 -3
- package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
- package/lib/commonStateTypes/viewAndReport/viewAndReport.js +0 -1
- package/lib/entity/account/accountPayload.d.ts +0 -2
- package/lib/entity/account/accountReducer.d.ts +2 -5
- package/lib/entity/account/accountReducer.js +2 -7
- package/lib/entity/account/accountState.d.ts +1 -1
- package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.js +2 -4
- package/lib/entity/aiCfo/aiCfoSelector.d.ts +2 -1
- package/lib/entity/billPay/billTransaction/billTransactionState.d.ts +2 -2
- package/lib/entity/class/classReducer.d.ts +4 -4
- package/lib/entity/class/classState.d.ts +1 -1
- package/lib/entity/forecast/forecastState.d.ts +1 -1
- package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +0 -38
- package/lib/entity/jeSchedules/jeSchedulesPayload.js +0 -78
- package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts +1 -4
- package/lib/entity/jeSchedules/jeSchedulesSelector.js +1 -5
- package/lib/entity/jeSchedules/jeSchedulesState.d.ts +0 -37
- package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
- package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
- package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +0 -6
- package/lib/entity/tenant/tenantPayload.d.ts +0 -1
- package/lib/entity/tenant/tenantReducer.d.ts +2 -5
- package/lib/entity/tenant/tenantReducer.js +2 -9
- package/lib/entity/tenant/tenantSelector.d.ts +0 -1
- package/lib/entity/tenant/tenantSelector.js +1 -9
- package/lib/entity/tenant/tenantState.d.ts +0 -1
- package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts +1 -4
- package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -1
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +0 -9
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +1 -79
- package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts +0 -1
- package/lib/entity/transaction/stateTypes/transaction.d.ts +0 -11
- package/lib/entity/transaction/stateTypes/transactionLine.d.ts +1 -1
- package/lib/epic.d.ts +1 -11
- package/lib/epic.js +1 -11
- package/lib/esm/commonStateTypes/animations.js +0 -3
- package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js +0 -1
- package/lib/esm/entity/account/accountReducer.js +1 -6
- package/lib/esm/entity/accountRecon/accountReconPayload.js +2 -4
- package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +0 -78
- package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +1 -5
- package/lib/esm/entity/snackbar/snackbarTypes.js +0 -6
- package/lib/esm/entity/tenant/tenantReducer.js +1 -8
- package/lib/esm/entity/tenant/tenantSelector.js +0 -7
- package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -1
- package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +1 -79
- package/lib/esm/epic.js +1 -11
- package/lib/esm/index.js +11 -14
- package/lib/esm/reducer.js +0 -3
- package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +1 -82
- package/lib/esm/view/aiCfoView/aiCfoViewSelector.js +2 -8
- package/lib/esm/view/classList/fetchClassListEpic.js +2 -9
- package/lib/esm/view/commonVendorView/vendorView/vendorViewSelector.js +5 -18
- package/lib/esm/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.js +2 -6
- package/lib/esm/view/companyView/companyViewReducer.js +1 -26
- package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js +0 -4
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +9 -4
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +1 -2
- package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js +1 -0
- package/lib/esm/view/expenseAutomationView/helpers/saveTransactionHelper.js +2 -2
- package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +2 -2
- package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +1 -21
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +3 -167
- package/lib/esm/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +2 -1
- package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js +2 -10
- package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +6 -63
- package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js +4 -12
- package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +9 -136
- package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +5 -15
- package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +1 -24
- package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +0 -3
- package/lib/esm/view/spendManagement/billPay/billList/billListSelector.js +0 -10
- package/lib/esm/view/spendManagement/billPay/billList/billListState.js +0 -1
- package/lib/esm/view/spendManagement/billPay/billPayReview/billPayReviewSelector.js +3 -7
- package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js +5 -5
- package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/epic/fetchBillPayApproversDetailsEpic.js +2 -7
- package/lib/esm/view/spendManagement/billPay/editBillView/editBillViewSelector.js +6 -13
- package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardList.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -2
- package/lib/esm/view/spendManagement/reimbursement/editRemiView/editRemiViewSelector.js +4 -7
- package/lib/esm/view/spendManagement/reimbursement/remiListView/remiListSelector.js +0 -12
- package/lib/esm/view/spendManagement/reimbursement/remiListView/remiListState.js +0 -1
- package/lib/esm/view/spendManagement/treasury/treasuryList/epics/fetchTreasuryDetailEpic.js +2 -2
- package/lib/esm/view/spendManagement/treasury/treasuryList/treasuryDetailReducer.js +1 -2
- package/lib/esm/view/taskManager/taskDetailView/taskDetailSelector.js +2 -2
- package/lib/esm/view/transactionDetail/epics/saveTransactionHelper.js +2 -2
- package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js +14 -16
- package/lib/esm/view/transactionDetail/transactionDetailSelector.js +2 -9
- package/lib/index.d.ts +16 -23
- package/lib/index.js +32 -61
- package/lib/reducer.d.ts +0 -3
- package/lib/reducer.js +0 -3
- package/lib/tsconfig.typecheck.tsbuildinfo +1 -1
- package/lib/view/aiCfoView/aiCfoViewPayload.d.ts +0 -7
- package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +1 -15
- package/lib/view/aiCfoView/aiCfoViewReducer.js +2 -83
- package/lib/view/aiCfoView/aiCfoViewSelector.d.ts +1 -4
- package/lib/view/aiCfoView/aiCfoViewSelector.js +2 -9
- package/lib/view/aiCfoView/aiCfoViewState.d.ts +1 -15
- package/lib/view/auditReportView/auditReportViewState.d.ts +2 -2
- package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
- package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
- package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
- package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
- package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
- package/lib/view/classList/fetchClassListEpic.d.ts +1 -1
- package/lib/view/classList/fetchClassListEpic.js +1 -8
- package/lib/view/commonVendorView/vendorView/vendorViewSelector.d.ts +0 -1
- package/lib/view/commonVendorView/vendorView/vendorViewSelector.js +5 -18
- package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.d.ts +0 -1
- package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.js +2 -6
- package/lib/view/companyView/companyViewReducer.d.ts +1 -6
- package/lib/view/companyView/companyViewReducer.js +2 -28
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts +0 -1
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.js +0 -4
- package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +9 -4
- package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +2 -2
- package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js +1 -1
- package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +1 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +1 -0
- package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js +2 -2
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +2 -2
- package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +1 -1
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +0 -45
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +2 -22
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +4 -18
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +4 -168
- package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +0 -2
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +2 -7
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +2 -2
- package/lib/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js +2 -10
- package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +6 -63
- package/lib/view/expenseAutomationView/selectors/missingReceiptsSelector.js +4 -12
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +9 -136
- package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +3 -13
- package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +0 -8
- package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +0 -27
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +0 -14
- package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
- package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
- package/lib/view/onboardingView/cockpitView/types/onboardingCockpitViewTypes.d.ts +1 -1
- package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +0 -3
- package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
- package/lib/view/reportsResync/reportsResyncReducer.d.ts +2 -2
- package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billList/billListSelector.js +0 -10
- package/lib/view/spendManagement/billPay/billList/billListState.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billList/billListState.js +0 -1
- package/lib/view/spendManagement/billPay/billPayReview/billPayReviewSelector.js +3 -7
- package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js +5 -5
- package/lib/view/spendManagement/billPay/billPaySetupApproverView/epic/fetchBillPayApproversDetailsEpic.js +2 -7
- package/lib/view/spendManagement/billPay/editBillView/editBillViewSelector.js +6 -13
- package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetail.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.js +0 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -2
- package/lib/view/spendManagement/reimbursement/editRemiView/editRemiViewSelector.js +3 -6
- package/lib/view/spendManagement/reimbursement/remiListView/remiListSelector.d.ts +0 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListSelector.js +0 -12
- package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListState.js +0 -1
- package/lib/view/spendManagement/treasury/treasuryList/epics/fetchTreasuryDetailEpic.js +2 -2
- package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailReducer.d.ts +1 -2
- package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailReducer.js +1 -2
- package/lib/view/taskManager/taskDetailView/taskDetailSelector.js +2 -2
- package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
- package/lib/view/topEx/topExSelector.d.ts +1 -1
- package/lib/view/transactionDetail/epics/saveTransactionHelper.js +2 -2
- package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +14 -16
- package/lib/view/transactionDetail/transactionDetailSelector.d.ts +0 -1
- package/lib/view/transactionDetail/transactionDetailSelector.js +2 -9
- package/package.json +1 -1
- package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +0 -19
- package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js +0 -2
- package/lib/esm/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js +0 -1
- package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +0 -29
- package/lib/esm/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js +0 -61
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.js +0 -44
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.js +0 -44
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesPayload.js +0 -26
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesReducer.js +0 -199
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +0 -52
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesState.js +0 -1
- package/lib/esm/view/spendManagement/autotransferRules/epics/createAutoTransferRuleEpic.js +0 -100
- package/lib/esm/view/spendManagement/autotransferRules/epics/deleteAutoTransferRuleEpic.js +0 -48
- package/lib/esm/view/spendManagement/autotransferRules/epics/fetchAutoTransferReviewDetailEpic.js +0 -36
- package/lib/esm/view/spendManagement/autotransferRules/epics/fetchAutoTransferRuleHistory.js +0 -45
- package/lib/esm/view/spendManagement/autotransferRules/epics/fetchAutoTransferRulesEpic.js +0 -50
- package/lib/esm/view/spendManagement/autotransferRules/epics/updateAutoTransferRuleEpic.js +0 -69
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +0 -8
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +0 -33
- package/lib/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.d.ts +0 -10
- package/lib/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js +0 -65
- package/lib/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.d.ts +0 -8
- package/lib/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.js +0 -48
- package/lib/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.d.ts +0 -9
- package/lib/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.js +0 -48
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesPayload.d.ts +0 -75
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesPayload.js +0 -30
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesReducer.d.ts +0 -50
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesReducer.js +0 -206
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +0 -24
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +0 -61
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -38
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.js +0 -2
- package/lib/view/spendManagement/autotransferRules/epics/createAutoTransferRuleEpic.d.ts +0 -12
- package/lib/view/spendManagement/autotransferRules/epics/createAutoTransferRuleEpic.js +0 -106
- package/lib/view/spendManagement/autotransferRules/epics/deleteAutoTransferRuleEpic.d.ts +0 -8
- package/lib/view/spendManagement/autotransferRules/epics/deleteAutoTransferRuleEpic.js +0 -52
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferReviewDetailEpic.d.ts +0 -7
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferReviewDetailEpic.js +0 -40
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferRuleHistory.d.ts +0 -7
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferRuleHistory.js +0 -52
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferRulesEpic.d.ts +0 -10
- package/lib/view/spendManagement/autotransferRules/epics/fetchAutoTransferRulesEpic.js +0 -54
- package/lib/view/spendManagement/autotransferRules/epics/updateAutoTransferRuleEpic.d.ts +0 -8
- package/lib/view/spendManagement/autotransferRules/epics/updateAutoTransferRuleEpic.js +0 -73
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},
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};
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export const initialActionFetchState = {
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fetchState: 'Not-Started',
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error: undefined,
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},
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excludeFetchById: {},
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includeAccountFetch: {
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fetchState: 'Not-Started',
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error: undefined,
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},
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reconcileFetch: {
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export const initialState = {
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accountReconciliationRecordsBySelectedPeriod: {},
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accountConnectionStatusByAccountID: {},
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fetchState: 'Not-Started',
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selectedTab: 'review',
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const expenseAutomationReconciliationView = createSlice({
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fetchReconciliationSuccess: {
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reducer(draft, action) {
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground);
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}
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else if (action.payload.reconciliation.reconciliation.length > 0 &&
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updateReconListScrollPosition: (draft, action) => {
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updateNodeCollapseState: (draft, action) => {
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},
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setConnectionInProgressForAccount: (draft, action) => {
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...localData,
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};
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},
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excludeAccountFromReconciliation: {
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reducer(draft) {
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error: undefined,
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};
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},
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prepare(payload) {
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},
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excludeAccountFromReconciliationSuccess: (draft, action) => {
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error: undefined,
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};
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if (account != null) {
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if (!draft.excludedAccountIDs.includes(account.account_id)) {
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draft.excludedAccountIDs.push(account.account_id);
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}
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updateExcludedAccountExclusionInfo(draft, account);
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const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);
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if (draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId]
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?.accountIDs != null) {
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draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].accountIDs.filter((id) => id !== account.account_id);
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}
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}
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},
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excludeAccountFromReconciliationFailure: (draft, action) => {
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draft.actionFetchState.excludeAccountFetch = {
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fetchState: 'Error',
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|
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error: action.payload.error,
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|
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};
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|
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},
|
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|
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includeAccountInReconciliation: {
|
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|
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reducer(draft) {
|
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|
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draft.actionFetchState.includeAccountFetch = {
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|
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fetchState: 'In-Progress',
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error: undefined,
|
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|
-
};
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|
-
},
|
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|
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prepare(payload) {
|
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|
-
return { payload };
|
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|
-
},
|
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|
-
},
|
|
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|
-
includeAccountInReconciliationSuccess: (draft, action) => {
|
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|
-
draft.actionFetchState.includeAccountFetch = {
|
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|
-
fetchState: 'Completed',
|
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|
-
error: undefined,
|
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489
|
-
};
|
|
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|
-
const { reconciliation, selectedPeriod } = action.payload;
|
|
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|
-
if (reconciliation == null) {
|
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|
-
return;
|
|
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|
-
}
|
|
494
|
-
const accountId = reconciliation.account_id;
|
|
495
|
-
draft.excludedAccountIDs = draft.excludedAccountIDs.filter((id) => id !== accountId);
|
|
496
|
-
delete draft.excludedAccountExclusionInfo[accountId];
|
|
497
|
-
const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);
|
|
498
|
-
const accountReconciliationRecords = draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId];
|
|
499
|
-
if (accountReconciliationRecords != null) {
|
|
500
|
-
if (!accountReconciliationRecords.accountIDs.includes(accountId)) {
|
|
501
|
-
accountReconciliationRecords.accountIDs.push(accountId);
|
|
502
|
-
}
|
|
503
|
-
// put this in a function
|
|
504
|
-
updateReconciliationByAccountIDOnIncludeAccount(draft, accountId, reconciliation, monthYearPeriodId);
|
|
505
|
-
}
|
|
506
|
-
draft.accountConnectionStatusByAccountID[accountId] = {
|
|
507
|
-
status: toBankStatusCodeType(reconciliation.bank_status.code),
|
|
508
|
-
connectionInProgress: false,
|
|
509
|
-
paymentAccountId: undefined,
|
|
510
|
-
};
|
|
511
|
-
},
|
|
512
|
-
includeAccountInReconciliationFailure: (draft, action) => {
|
|
513
|
-
draft.actionFetchState.includeAccountFetch = {
|
|
514
|
-
fetchState: 'Error',
|
|
515
|
-
error: action.payload.error,
|
|
516
|
-
};
|
|
517
|
-
},
|
|
518
424
|
updateStatementUploadChosen: (draft, action) => {
|
|
519
425
|
draft.statementUploadChosen = action.payload.statementUploadChosen;
|
|
520
426
|
},
|
|
@@ -524,38 +430,10 @@ const expenseAutomationReconciliationView = createSlice({
|
|
|
524
430
|
},
|
|
525
431
|
});
|
|
526
432
|
// Export actions
|
|
527
|
-
export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure,
|
|
433
|
+
export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, } = expenseAutomationReconciliationView.actions;
|
|
528
434
|
// Export reducer
|
|
529
435
|
export default expenseAutomationReconciliationView.reducer;
|
|
530
|
-
function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground
|
|
531
|
-
draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
|
|
532
|
-
draft.excludedAccountExclusionInfo = {};
|
|
533
|
-
excludedAccounts.forEach((ea) => {
|
|
534
|
-
const { exclusion_info } = ea;
|
|
535
|
-
draft.excludedAccountExclusionInfo[ea.account_id] = {
|
|
536
|
-
bankBalance: exclusion_info.bank_balance != null
|
|
537
|
-
? {
|
|
538
|
-
amount: exclusion_info.bank_balance,
|
|
539
|
-
currencyCode: ea.currency_code ?? 'USD',
|
|
540
|
-
currencySymbol: ea.currency_symbol ?? '$',
|
|
541
|
-
}
|
|
542
|
-
: undefined,
|
|
543
|
-
clearedBalance: exclusion_info.cleared_balance != null
|
|
544
|
-
? {
|
|
545
|
-
amount: exclusion_info.cleared_balance,
|
|
546
|
-
currencyCode: ea.currency_code ?? 'USD',
|
|
547
|
-
currencySymbol: ea.currency_symbol ?? '$',
|
|
548
|
-
}
|
|
549
|
-
: undefined,
|
|
550
|
-
variance: exclusion_info.variance != null
|
|
551
|
-
? {
|
|
552
|
-
amount: exclusion_info.variance,
|
|
553
|
-
currencyCode: ea.currency_code ?? 'USD',
|
|
554
|
-
currencySymbol: ea.currency_symbol ?? '$',
|
|
555
|
-
}
|
|
556
|
-
: undefined,
|
|
557
|
-
};
|
|
558
|
-
});
|
|
436
|
+
function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground) {
|
|
559
437
|
draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] = {
|
|
560
438
|
accountIDs: [],
|
|
561
439
|
reconciliationByAccountID: {},
|
|
@@ -593,9 +471,6 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
593
471
|
? toReconciliationAccountSource(account.reconciliation_source)
|
|
594
472
|
: undefined,
|
|
595
473
|
},
|
|
596
|
-
accountDetectionReason: account?.detection_info != null && account.detection_reason != null
|
|
597
|
-
? account.detection_reason
|
|
598
|
-
: undefined,
|
|
599
474
|
};
|
|
600
475
|
accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
|
|
601
476
|
});
|
|
@@ -641,42 +516,3 @@ function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accoun
|
|
|
641
516
|
};
|
|
642
517
|
}
|
|
643
518
|
}
|
|
644
|
-
const updateExcludedAccountExclusionInfo = (draft, account) => {
|
|
645
|
-
draft.excludedAccountExclusionInfo[account.account_id] = {
|
|
646
|
-
bankBalance: account.bank_balance != null
|
|
647
|
-
? {
|
|
648
|
-
amount: account.bank_balance,
|
|
649
|
-
currencyCode: account.currency_code ?? 'USD',
|
|
650
|
-
currencySymbol: account.currency_symbol ?? '$',
|
|
651
|
-
}
|
|
652
|
-
: undefined,
|
|
653
|
-
clearedBalance: account.cleared_balance != null
|
|
654
|
-
? {
|
|
655
|
-
amount: account.cleared_balance,
|
|
656
|
-
currencyCode: account.currency_code ?? 'USD',
|
|
657
|
-
currencySymbol: account.currency_symbol ?? '$',
|
|
658
|
-
}
|
|
659
|
-
: undefined,
|
|
660
|
-
variance: account.variance != null
|
|
661
|
-
? {
|
|
662
|
-
amount: account.variance,
|
|
663
|
-
currencyCode: account.currency_code ?? 'USD',
|
|
664
|
-
currencySymbol: account.currency_symbol ?? '$',
|
|
665
|
-
}
|
|
666
|
-
: undefined,
|
|
667
|
-
};
|
|
668
|
-
};
|
|
669
|
-
const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, reconciliation, monthYearPeriodId) => {
|
|
670
|
-
draft.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId].reconciliationByAccountID[accountId] = {
|
|
671
|
-
accountId,
|
|
672
|
-
reconciliationId: reconciliation.reconciliation_id ?? undefined,
|
|
673
|
-
transactionFetchState: { fetchState: 'Not-Started', error: undefined },
|
|
674
|
-
refreshStatus: { fetchState: 'Not-Started', error: undefined },
|
|
675
|
-
statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
|
|
676
|
-
statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
|
|
677
|
-
statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
|
|
678
|
-
statementParseInProgress: reconciliation.bank_status.code === 'parsing',
|
|
679
|
-
localData: {},
|
|
680
|
-
accountDetectionReason: undefined,
|
|
681
|
-
};
|
|
682
|
-
};
|
|
@@ -1,3 +1,4 @@
|
|
|
1
1
|
import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
|
|
2
2
|
export const ALL_ACCOUNT_RECON_SECTION_IDS = ['assets', 'liabilities'];
|
|
3
|
-
|
|
3
|
+
// eslint-disable-next-line @typescript-eslint/no-unused-vars
|
|
4
|
+
const toAccountReconSectionID = (v) => stringToUnion(v, ALL_ACCOUNT_RECON_SECTION_IDS);
|
|
@@ -1,4 +1,3 @@
|
|
|
1
|
-
import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
|
|
2
1
|
import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
|
|
3
2
|
import { getAccountBase } from '../../../entity/account/accountSelector';
|
|
4
3
|
import { getClassById } from '../../../entity/class/classSelector';
|
|
@@ -7,7 +6,7 @@ import { getUserByUserId } from '../../../entity/user/userSelector';
|
|
|
7
6
|
import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
|
|
8
7
|
import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
|
|
9
8
|
export function getExpenseAutomationFluxAnalysisView(state) {
|
|
10
|
-
const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState
|
|
9
|
+
const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState } = state;
|
|
11
10
|
const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
|
|
12
11
|
const fetchStateAndError = {
|
|
13
12
|
fetchState,
|
|
@@ -92,17 +91,10 @@ export function getExpenseAutomationFluxAnalysisView(state) {
|
|
|
92
91
|
},
|
|
93
92
|
};
|
|
94
93
|
const completionStatus = fluxCompletionStatus != null ? fluxCompletionStatus : 'incomplete';
|
|
95
|
-
const monthEndFetchState = monthYearPeriodId != null
|
|
96
|
-
? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
|
|
97
|
-
: { fetchState: 'Not-Started', error: undefined };
|
|
98
|
-
const reducedFetchStatus = reduceAnyFetchState([
|
|
99
|
-
fetchStateAndError,
|
|
100
|
-
monthEndFetchState,
|
|
101
|
-
]);
|
|
102
94
|
return {
|
|
103
95
|
sections,
|
|
104
96
|
totalBalancesAndVariance,
|
|
105
|
-
fetchStatus:
|
|
97
|
+
fetchStatus: fetchStateAndError,
|
|
106
98
|
bulkReviewStatus,
|
|
107
99
|
reviewOperatingExpensesIds,
|
|
108
100
|
selectedSectionIds,
|
|
@@ -1,6 +1,4 @@
|
|
|
1
1
|
import omit from 'lodash/omit';
|
|
2
|
-
import orderBy from 'lodash/orderBy';
|
|
3
|
-
import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
|
|
4
2
|
import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
|
|
5
3
|
import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
|
|
6
4
|
import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
|
|
@@ -12,48 +10,10 @@ import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDet
|
|
|
12
10
|
import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
|
|
13
11
|
import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
|
|
14
12
|
import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
|
|
15
|
-
function getJEScheduleSortAccessor(sortKey) {
|
|
16
|
-
switch (sortKey) {
|
|
17
|
-
case 'vendor':
|
|
18
|
-
return (s) => s.vendor.name?.toLowerCase();
|
|
19
|
-
case 'category':
|
|
20
|
-
return (s) => s.jeDebit.account?.accountName?.toLowerCase();
|
|
21
|
-
case 'class':
|
|
22
|
-
return (s) => s.jeDebit.accountingClass?.className?.toLowerCase();
|
|
23
|
-
case 'depCategory':
|
|
24
|
-
return (s) => s.jeCredit.account?.accountName?.toLowerCase();
|
|
25
|
-
case 'scheduleCategory':
|
|
26
|
-
return (s) => s.jeScheduleType;
|
|
27
|
-
case 'startMonth':
|
|
28
|
-
return (s) => s.startDate?.valueOf();
|
|
29
|
-
case 'type':
|
|
30
|
-
return (s) => s.baseTransaction.typeOfTransaction;
|
|
31
|
-
case 'amortizationPeriod':
|
|
32
|
-
return (s) => s.period;
|
|
33
|
-
case 'jePostingDate':
|
|
34
|
-
return (s) => s.dayOfPostingDate;
|
|
35
|
-
case 'remainingMonths':
|
|
36
|
-
return (s) => s.period;
|
|
37
|
-
case 'runningBalance':
|
|
38
|
-
return (s) => s.balanceAsOfToday?.amount;
|
|
39
|
-
case 'totalAmount':
|
|
40
|
-
return (s) => s.baseTransaction.amount.amount;
|
|
41
|
-
case 'transactionDate':
|
|
42
|
-
return (s) => s.baseTransaction.date.valueOf();
|
|
43
|
-
case 'memo':
|
|
44
|
-
return (s) => s.baseTransaction.memo?.toLowerCase();
|
|
45
|
-
default:
|
|
46
|
-
return (s) => s.startDate?.valueOf();
|
|
47
|
-
}
|
|
48
|
-
}
|
|
49
|
-
function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
|
|
50
|
-
const accessor = getJEScheduleSortAccessor(sortKey);
|
|
51
|
-
return orderBy(transactions, [accessor], [sortOrder === 'ascending' ? 'asc' : 'desc']);
|
|
52
|
-
}
|
|
53
13
|
export function getExpenseAutomationJESchedulesView(state) {
|
|
54
14
|
const jeScheduledTransaction = [];
|
|
55
15
|
const failedJeScheduledTransaction = [];
|
|
56
|
-
const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState,
|
|
16
|
+
const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, } = state;
|
|
57
17
|
const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
|
|
58
18
|
const accountSettingsView = getJEAccountSettingsView(state);
|
|
59
19
|
const currentTenant = getCurrentTenant(state);
|
|
@@ -99,33 +59,18 @@ export function getExpenseAutomationJESchedulesView(state) {
|
|
|
99
59
|
const jeScheduleDetails = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
|
|
100
60
|
failedJeScheduledTransaction.push(jeScheduleDetails);
|
|
101
61
|
});
|
|
102
|
-
const
|
|
103
|
-
const
|
|
104
|
-
const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
|
|
105
|
-
const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
|
|
106
|
-
schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
|
|
107
|
-
const unsortedResolveSchedules = [];
|
|
62
|
+
const draftSchedules = jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft');
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fetchState: fetchState,
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error:
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import orderBy from 'lodash/orderBy';
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import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
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import { getSupportedTransactionById, getSupportedTransactionsByIds, } from '../../../entity/transaction/transactionSelector';
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import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
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export function getExpenseAutomationMissingReceiptsView(state) {
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const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState,
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+
const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
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const currentTenant = getCurrentTenant(state);
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const { selectedPeriodByTenantId } = expenseAutomationViewState;
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const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
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@@ -37,7 +36,7 @@ export function getExpenseAutomationMissingReceiptsView(state) {
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transaction.lines.length > 0 &&
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?.class != null
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? transaction.lines[0].class
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? transaction.lines[0].class.className.toLowerCase()
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: null;
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@@ -176,16 +175,9 @@ export function getExpenseAutomationMissingReceiptsView(state) {
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const monthEndFetchState = monthYearPeriodId != null
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uploadReceiptStatusById,
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@@ -9,12 +9,11 @@ import { getAccountsByType } from '../../../entity/account/accountSelector';
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9
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import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../entity/accountRecon/accountReconSelector';
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import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
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import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
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import { date } from '../../../zeniDayJS';
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import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
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import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
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import { initialActionFetchState, initialReconciliationTabsState, initialState, } from '../reducers/reconciliationViewReducer';
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15
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import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
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17
|
-
export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state
|
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16
|
+
export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState) => {
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17
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const { selectedPeriodByTenantId } = expenseAutomationViewState;
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18
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const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
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19
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const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
|
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@@ -36,13 +35,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
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}
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36
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return acc;
|
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37
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}, []);
|
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|
-
const monthYearPeriodId = selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;
|
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40
|
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const monthEndFetchState = monthYearPeriodId != null
|
|
41
|
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? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? {
|
|
42
|
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fetchState: 'Not-Started',
|
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43
|
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error: undefined,
|
|
44
|
-
})
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|
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: { fetchState: 'Not-Started', error: undefined };
|
|
46
38
|
if (accountReconForMonthYearPeriod == null) {
|
|
47
39
|
return {
|
|
48
40
|
bankAccounts: [],
|
|
@@ -52,13 +44,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
52
44
|
classListNestedAccountHierarchy: [],
|
|
53
45
|
allAccountList: [],
|
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54
46
|
allClassList: [],
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|
55
|
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fetchStatus:
|
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56
|
-
|
|
57
|
-
|
|
58
|
-
|
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|
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},
|
|
60
|
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monthEndFetchState,
|
|
61
|
-
]),
|
|
47
|
+
fetchStatus: {
|
|
48
|
+
fetchState: reconciliationViewState.fetchState,
|
|
49
|
+
error: reconciliationViewState.error,
|
|
50
|
+
},
|
|
62
51
|
plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
|
|
63
52
|
.plaidConnectionDetails,
|
|
64
53
|
completionStatus: 'incomplete',
|
|
@@ -91,30 +80,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
91
80
|
totalVariancePercentage: undefined,
|
|
92
81
|
},
|
|
93
82
|
},
|
|
94
|
-
excludedAccountReconciliationByAccountID: {},
|
|
95
|
-
excludedAccountReconciliationBySectionID: {
|
|
96
|
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assets: {
|
|
97
|
-
sectionId: 'assets',
|
|
98
|
-
accountIDs: [],
|
|
99
|
-
totalBankBalance: undefined,
|
|
100
|
-
totalClearedBalance: undefined,
|
|
101
|
-
totalReconciledBalance: undefined,
|
|
102
|
-
totalVariance: undefined,
|
|
103
|
-
totalVariancePercentage: undefined,
|
|
104
|
-
},
|
|
105
|
-
liabilities: {
|
|
106
|
-
sectionId: 'liabilities',
|
|
107
|
-
accountIDs: [],
|
|
108
|
-
totalBankBalance: undefined,
|
|
109
|
-
totalClearedBalance: undefined,
|
|
110
|
-
totalReconciledBalance: undefined,
|
|
111
|
-
totalVariance: undefined,
|
|
112
|
-
totalVariancePercentage: undefined,
|
|
113
|
-
},
|
|
114
|
-
},
|
|
115
|
-
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
116
|
-
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
117
|
-
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
118
83
|
};
|
|
119
84
|
}
|
|
120
85
|
const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
|
|
@@ -252,8 +217,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
252
217
|
.transactionFetchState,
|
|
253
218
|
accountListState.byReportId.accountList,
|
|
254
219
|
]),
|
|
255
|
-
accountDetectionReason: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
256
|
-
.accountDetectionReason,
|
|
257
220
|
};
|
|
258
221
|
});
|
|
259
222
|
const accountReconciliationBySectionID = {
|
|
@@ -276,88 +239,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
276
239
|
totalVariancePercentage: liabilityTotals.variancePercentage,
|
|
277
240
|
},
|
|
278
241
|
};
|
|
279
|
-
const bankAccountIdSet = new Set(uniqueBankAccounts.map((a) => a.accountId));
|
|
280
|
-
const creditCardIdSet = new Set(uniqueCreditCards.map((a) => a.accountId));
|
|
281
|
-
const excludedAssetAccountIDs = [];
|
|
282
|
-
const excludedLiabilityAccountIDs = [];
|
|
283
|
-
reconciliationViewState.excludedAccountIDs.forEach((accountID) => {
|
|
284
|
-
const isAsset = bankAccountIdSet.has(accountID);
|
|
285
|
-
const isLiability = creditCardIdSet.has(accountID);
|
|
286
|
-
if (!isAsset && !isLiability) {
|
|
287
|
-
return;
|
|
288
|
-
}
|
|
289
|
-
if (isAsset) {
|
|
290
|
-
excludedAssetAccountIDs.push(accountID);
|
|
291
|
-
}
|
|
292
|
-
else {
|
|
293
|
-
excludedLiabilityAccountIDs.push(accountID);
|
|
294
|
-
}
|
|
295
|
-
});
|
|
296
|
-
const excludedAccountReconciliationBySectionID = {
|
|
297
|
-
assets: {
|
|
298
|
-
sectionId: 'assets',
|
|
299
|
-
accountIDs: excludedAssetAccountIDs,
|
|
300
|
-
},
|
|
301
|
-
liabilities: {
|
|
302
|
-
sectionId: 'liabilities',
|
|
303
|
-
accountIDs: excludedLiabilityAccountIDs,
|
|
304
|
-
},
|
|
305
|
-
};
|
|
306
|
-
const excludedAccountReconciliationByAccountID = {};
|
|
307
|
-
const accountsInState = Object.values(accountState.accountsByKey);
|
|
308
|
-
const accountsInStateMap = new Map(accountsInState.map((a) => [a.accountId, a]));
|
|
309
|
-
reconciliationViewState.excludedAccountIDs.forEach((excludedAccountID) => {
|
|
310
|
-
const account = accountsInStateMap.get(excludedAccountID);
|
|
311
|
-
const exclusionInfo = reconciliationViewState.excludedAccountExclusionInfo[excludedAccountID];
|
|
312
|
-
if (account != null) {
|
|
313
|
-
excludedAccountReconciliationByAccountID[excludedAccountID] = {
|
|
314
|
-
refreshStatus: { fetchState: 'Not-Started' },
|
|
315
|
-
statementUpdateStatus: { fetchState: 'Not-Started' },
|
|
316
|
-
statementUploadStatus: { fetchState: 'Not-Started' },
|
|
317
|
-
statementDeleteStatus: { fetchState: 'Not-Started' },
|
|
318
|
-
localData: {},
|
|
319
|
-
connectionInProgress: false,
|
|
320
|
-
statementParseInProgress: false,
|
|
321
|
-
accountConnectionStatus: 'not_connected',
|
|
322
|
-
transactionFetchState: { fetchState: 'Not-Started' },
|
|
323
|
-
accountReconEntity: {
|
|
324
|
-
account: {
|
|
325
|
-
accountId: account.accountId,
|
|
326
|
-
accountName: account.accountName,
|
|
327
|
-
accountType: account.accountType,
|
|
328
|
-
accountSubType: account.accountSubType,
|
|
329
|
-
accountDescription: account.accountDescription,
|
|
330
|
-
qboId: account.qboId,
|
|
331
|
-
coaId: account.coaId,
|
|
332
|
-
labels: account.labels,
|
|
333
|
-
},
|
|
334
|
-
currency: {
|
|
335
|
-
currencyCode: exclusionInfo?.bankBalance?.currencyCode ??
|
|
336
|
-
exclusionInfo?.clearedBalance?.currencyCode ??
|
|
337
|
-
'USD',
|
|
338
|
-
currencySymbol: exclusionInfo?.bankBalance?.currencySymbol ??
|
|
339
|
-
exclusionInfo?.clearedBalance?.currencySymbol ??
|
|
340
|
-
'$',
|
|
341
|
-
},
|
|
342
|
-
startDate: date(new Date().toDateString()),
|
|
343
|
-
endDate: date(new Date().toDateString()),
|
|
344
|
-
statementStatus: { code: 'not_found', label: 'Not Found' },
|
|
345
|
-
transactionsToReconcile: [],
|
|
346
|
-
transactionsToReview: [],
|
|
347
|
-
balance: exclusionInfo?.bankBalance,
|
|
348
|
-
clearedBalance: exclusionInfo?.clearedBalance,
|
|
349
|
-
variance: exclusionInfo?.variance,
|
|
350
|
-
variancePercentage: exclusionInfo?.variance != null &&
|
|
351
|
-
exclusionInfo?.bankBalance != null &&
|
|
352
|
-
exclusionInfo?.bankBalance.amount !== 0
|
|
353
|
-
? Math.abs((exclusionInfo.variance.amount /
|
|
354
|
-
exclusionInfo.bankBalance.amount) *
|
|
355
|
-
100)
|
|
356
|
-
: undefined,
|
|
357
|
-
},
|
|
358
|
-
};
|
|
359
|
-
}
|
|
360
|
-
});
|
|
361
242
|
const accountListNestedAccountHierarchy = getNestedAccountListHierarchy(accountListState, 'accountList');
|
|
362
243
|
const classListNestedAccountHierarchy = getNestedClassListHierarchy(classListState);
|
|
363
244
|
const accountsList = getAccountList(accountState, accountListState, 'accountList');
|
|
@@ -389,13 +270,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
389
270
|
bankAccounts: uniqueBankAccounts,
|
|
390
271
|
creditCards: uniqueCreditCards,
|
|
391
272
|
accountReconciliationsByAccountID: reconList,
|
|
392
|
-
fetchStatus:
|
|
393
|
-
|
|
394
|
-
|
|
395
|
-
|
|
396
|
-
},
|
|
397
|
-
monthEndFetchState,
|
|
398
|
-
]),
|
|
273
|
+
fetchStatus: {
|
|
274
|
+
fetchState: reconciliationViewState.fetchState,
|
|
275
|
+
error: reconciliationViewState.error,
|
|
276
|
+
},
|
|
399
277
|
plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
|
|
400
278
|
.plaidConnectionDetails,
|
|
401
279
|
reconciliationTabsState: reconciliationViewState.reconTabsState,
|
|
@@ -418,11 +296,6 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
418
296
|
allClassList: allClasses,
|
|
419
297
|
reviewTabSelectedVendorByTransactionId,
|
|
420
298
|
reconListUIState: reconciliationViewState.reconListUIState,
|
|
421
|
-
excludedAccountReconciliationBySectionID,
|
|
422
|
-
excludedAccountReconciliationByAccountID,
|
|
423
|
-
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
424
|
-
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
425
|
-
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
426
299
|
};
|
|
427
300
|
});
|
|
428
301
|
export const isAccountReconReport = (reportId) => {
|