@zeniai/client-epic-state 5.0.3 → 5.0.4-betaJK1

package/lib/entity/accountRecon/accountReconState.d.ts

@@ -4,7 +4,7 @@ import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
 import { ZeniDate } from '../../zeniDayJS';
 import { MerchantType, TransactionDirectionType } from '../transaction/stateTypes/reconciliationTransaction';
 import { TransactionType } from '../transaction/stateTypes/transactionType';
-export declare const toRecommendedActionCodeType: (v: string) => "record_expense" | "record_deposit" | "record_transfer" | "record_bill_payment" | "record_cc_payment" | "record_cc_credit";
+export declare const toRecommendedActionCodeType: (v: string) => "record_expense" | "record_deposit" | "record_transfer" | "record_bill_payment" | "record_cc_payment" | "record_cc_credit" | "record_journal_entry";
 export type RecommendedActionCodeType = ReturnType<typeof toRecommendedActionCodeType>;
 export declare const toReconciliationStatusCodeType: (v: string) => "pending" | "failed" | "in_progress" | "save_for_later" | "reconciled" | "reconciled_on_qbo";
 export type ReconciliationStatusCodeType = ReturnType<typeof toReconciliationStatusCodeType>;

package/lib/entity/accountRecon/accountReconState.js

@@ -10,6 +10,7 @@ const RECOMMENDED_ACTION_CODE = [
     'record_bill_payment', // Match
     'record_cc_payment', // Categorize
     'record_cc_credit', // Categorize
+    'record_journal_entry', // Journal Entry
 ];
 const toRecommendedActionCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECOMMENDED_ACTION_CODE);
 exports.toRecommendedActionCodeType = toRecommendedActionCodeType;

package/lib/esm/entity/accountRecon/accountReconState.js

@@ -7,6 +7,7 @@ const RECOMMENDED_ACTION_CODE = [
     'record_bill_payment', // Match
     'record_cc_payment', // Categorize
     'record_cc_credit', // Categorize
+    'record_journal_entry', // Journal Entry
 ];
 export const toRecommendedActionCodeType = (v) => stringToUnion(v, RECOMMENDED_ACTION_CODE);
 const RECONCILIATION_STATUS_CODE = [

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

@@ -2,6 +2,7 @@ import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
 import { updateAccounts } from '../../../../entity/account/accountReducer';
+import { toRecommendedActionCodeType } from '../../../../entity/accountRecon/accountReconState';
 import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
 import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
 import { updateFiles } from '../../../../entity/file/fileReducer';
@@ -116,6 +117,7 @@ export const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommended_transactions[0].merchant_name,
                 }
                 : undefined,
+            recommendedActionType: toRecommendedActionCodeType(currentTransaction.recommended_action.recommended_actions),
         };
         return {
             ...prev,

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

@@ -45,6 +45,7 @@ export const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommendedTransactions[0].merchantName,
                 }
                 : undefined,
+            recommendedActionType: currentTransaction.recommendedAction.action,
         };
         return {
             ...prev,

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

@@ -30,8 +30,10 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
         reconciliationId = reconciliationData?.reconciliationId;
         updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
     }
+    const reviewAction = localData?.recommendedActionType ??
+        updatedTransaction?.recommendedAction.action;
     const queryParam = {
-        review_action: updatedTransaction?.recommendedAction.action,
+        review_action: reviewAction,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -41,7 +43,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (updatedTransaction.recommendedAction.action) {
+        switch (reviewAction) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -63,6 +65,9 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
             case 'record_deposit':
                 payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
+            case 'record_journal_entry':
+                payload = getPayloadForJournalEntry(updatedTransaction, localData);
+                break;
         }
     }
     payload = {
@@ -220,6 +225,28 @@ const getPayloadForBillPayment = (updatedTransaction, linkedTransaction, localDa
         vendor_name: linkedTransaction?.merchantName,
     };
 };
+function getPayloadForJournalEntry(updatedTransaction, localData) {
+    return {
+        transaction_id: updatedTransaction.transactionId,
+        transaction_date: updatedTransaction.transactionDate.format(DEFAULT_DATE_FORMAT),
+        transaction_memo: updatedTransaction.memo,
+        amount: updatedTransaction.amount.amount,
+        currency_code: updatedTransaction.amount.currencyCode,
+        transaction_direction: updatedTransaction.transactionDirection,
+        lines: [
+            {
+                class_id: localData.jeDebitClassId,
+                posting_type: 'Debit',
+                amount: updatedTransaction.amount.amount,
+            },
+            {
+                class_id: localData.jeCreditClassId,
+                posting_type: 'Credit',
+                amount: updatedTransaction.amount.amount,
+            },
+        ],
+    };
+}
 const getToastMessageSection = (updatedTransaction) => {
     if (updatedTransaction?.recommendedAction.action === 'record_bill_payment') {
         return 'recon_transaction_match';

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

@@ -1,6 +1,6 @@
 import fetch from 'cross-fetch';
 import { zeniAPI } from '../../../../init';
-export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams, accountName) {
     let statementUpload;
     const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -10,6 +10,7 @@ export default async function uploadAccountStatementIntoDocumentAI(accountType,
             ? 'reconciliation_card_statement_upload'
             : 'reconciliation_bank_statement_upload',
         purpose_id: 'reconciliation',
+        ...(accountName != null && { account_name: accountName }),
     });
     data.append('attachment_json_0', attachment_json);
     try {

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

@@ -5,6 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const accountReducer_1 = require("../../../../entity/account/accountReducer");
+const accountReconState_1 = require("../../../../entity/accountRecon/accountReconState");
 const accountReconReducer_1 = require("../../../../entity/accountRecon/accountReconReducer");
 const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
 const fileReducer_1 = require("../../../../entity/file/fileReducer");
@@ -120,6 +121,7 @@ const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommended_transactions[0].merchant_name,
                 }
                 : undefined,
+            recommendedActionType: (0, accountReconState_1.toRecommendedActionCodeType)(currentTransaction.recommended_action.recommended_actions),
         };
         return {
             ...prev,

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

@@ -49,6 +49,7 @@ const prepareReviewTabLocalData = (transactionsToReview) => {
                         .recommendedTransactions[0].merchantName,
                 }
                 : undefined,
+            recommendedActionType: currentTransaction.recommendedAction.action,
         };
         return {
             ...prev,

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

@@ -33,8 +33,10 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
         reconciliationId = reconciliationData?.reconciliationId;
         updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
     }
+    const reviewAction = localData?.recommendedActionType ??
+        updatedTransaction?.recommendedAction.action;
     const queryParam = {
-        review_action: updatedTransaction?.recommendedAction.action,
+        review_action: reviewAction,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -44,7 +46,7 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (updatedTransaction.recommendedAction.action) {
+        switch (reviewAction) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -66,6 +68,9 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
             case 'record_deposit':
                 payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
+            case 'record_journal_entry':
+                payload = getPayloadForJournalEntry(updatedTransaction, localData);
+                break;
         }
     }
     payload = {
@@ -224,6 +229,28 @@ const getPayloadForBillPayment = (updatedTransaction, linkedTransaction, localDa
         vendor_name: linkedTransaction?.merchantName,
     };
 };
+function getPayloadForJournalEntry(updatedTransaction, localData) {
+    return {
+        transaction_id: updatedTransaction.transactionId,
+        transaction_date: updatedTransaction.transactionDate.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
+        transaction_memo: updatedTransaction.memo,
+        amount: updatedTransaction.amount.amount,
+        currency_code: updatedTransaction.amount.currencyCode,
+        transaction_direction: updatedTransaction.transactionDirection,
+        lines: [
+            {
+                class_id: localData.jeDebitClassId,
+                posting_type: 'Debit',
+                amount: updatedTransaction.amount.amount,
+            },
+            {
+                class_id: localData.jeCreditClassId,
+                posting_type: 'Credit',
+                amount: updatedTransaction.amount.amount,
+            },
+        ],
+    };
+}
 const getToastMessageSection = (updatedTransaction) => {
     if (updatedTransaction?.recommendedAction.action === 'record_bill_payment') {
         return 'recon_transaction_match';

package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.d.ts

@@ -10,4 +10,4 @@ export interface AuthParamsPayload {
     zeni_tenant_id: string;
     zeni_user_id: string;
 }
-export default function uploadAccountStatementIntoDocumentAI(accountType: AccountType, fileBlob: Blob, authParams: AuthParams): Promise<UploadStatementDocumentAIPayload | undefined>;
+export default function uploadAccountStatementIntoDocumentAI(accountType: AccountType, fileBlob: Blob, authParams: AuthParams, accountName?: string): Promise<UploadStatementDocumentAIPayload | undefined>;

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

@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.default = uploadAccountStatementIntoDocumentAI;
 const cross_fetch_1 = __importDefault(require("cross-fetch"));
 const init_1 = require("../../../../init");
-async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
+async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams, accountName) {
     let statementUpload;
     const urlEndPoint = `${init_1.zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -16,6 +16,7 @@ async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authP
             ? 'reconciliation_card_statement_upload'
             : 'reconciliation_bank_statement_upload',
         purpose_id: 'reconciliation',
+        ...(accountName != null && { account_name: accountName }),
     });
     data.append('attachment_json_0', attachment_json);
     try {

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

@@ -3,7 +3,7 @@ import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { ReconciliationAccountSourceType } from '../../../entity/account/accountState';
-import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
+import { BankStatusCodeType, RecommendedActionCodeType } from '../../../entity/accountRecon/accountReconState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
@@ -71,7 +71,10 @@ export interface ReconciliationReviewTabLocalData {
     classId?: ID;
     creditCardId?: ID;
     customer?: CustomerBase;
+    jeCreditClassId?: ID;
+    jeDebitClassId?: ID;
     matchedTransactionId?: ID;
+    recommendedActionType?: RecommendedActionCodeType;
     vendor?: VendorBase;
 }
 export interface ExcludeAccountFromReconciliationPayload {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.3",
+  "version": "5.0.4-betaJK1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",