@zeniai/client-epic-state 5.0.38-betaNB1 → 5.0.39
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/viewAndReport/agingReportStateTypes.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +1 -19
- package/lib/entity/accountRecon/accountReconPayload.js +0 -21
- package/lib/entity/accountRecon/accountReconSelector.d.ts +1 -5
- package/lib/entity/accountRecon/accountReconSelector.js +0 -4
- package/lib/entity/accountRecon/accountReconState.d.ts +0 -18
- package/lib/esm/entity/accountRecon/accountReconPayload.js +0 -21
- package/lib/esm/entity/accountRecon/accountReconSelector.js +0 -4
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +2 -7
- package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -2
- package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js +0 -20
- package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +0 -19
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +2 -7
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +1 -2
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -2
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +0 -24
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +0 -21
- package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts +1 -1
- package/package.json +1 -1
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@@ -8,7 +8,7 @@ import { SortOrder } from '../selectorTypes/sortOrderTypes';
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import { ReportID } from './viewAndReport';
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export type AgingDateSelectionType = 'last_month' | 'last_quarter' | 'custom_date';
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export type AgingReportId = Extract<ReportID, 'accounts_payable_aging' | 'accounts_receivable_aging'>;
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declare const toAgingReportSortKey: (v: string) => "vendor" | "customer" | "
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declare const toAgingReportSortKey: (v: string) => "vendor" | "customer" | "current_due" | "due_1-30_days" | "due_31-60_days" | "due_61-90_days" | "due_over_90_days" | "total";
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export type AgingReportSortKey = ReturnType<typeof toAgingReportSortKey>;
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export interface AgingReportInvoice {
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amount: Amount;
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@@ -7,20 +7,6 @@ export interface StatementMetaDataPayload {
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file_id: string;
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statement_upload_id: string;
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}
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export interface LastReconciledByPayload {
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user_email: string;
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user_id: ID;
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}
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export interface LastReconciledPayload {
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at: string;
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by: LastReconciledByPayload;
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for_period_end_date: string;
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}
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export interface MatchProgressPayload {
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matched: number;
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percentage: number | null;
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total: number;
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}
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export interface ReconciliationDataPayload {
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account_id: ID;
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balance_data_status: StatusCodeWithLabelPayload | null;
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@@ -35,10 +21,6 @@ export interface ReconciliationDataPayload {
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error_message: string;
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} | null;
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initial_cleared_balance: number | null;
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last_reconciled: LastReconciledPayload | null;
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match_progress: MatchProgressPayload | null;
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needs_review: number;
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opening_balance: number | null;
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payment_account_updated_at: string | null;
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reconciliation_id: string | null;
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retry_count: number | null;
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@@ -47,7 +29,7 @@ export interface ReconciliationDataPayload {
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statement_data_status: StatusCodeWithLabelPayload | null;
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statement_meta_data: StatementMetaDataPayload | null;
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statement_status: StatusCodeWithLabelPayload | null;
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status: StatusCodeWithLabelPayload;
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status: StatusCodeWithLabelPayload | null;
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transactions: ReconcileReviewTransactionsPayload;
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update_time: string | null;
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user_id: ID | null;
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@@ -111,27 +111,6 @@ const toAccountReconciliationData = (payload) => {
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initialClearedBalance: payload.initial_cleared_balance != null
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? (0, amount_1.toAmount)(payload.initial_cleared_balance, payload.currency.currency_code, payload.currency.currency_symbol)
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: undefined,
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lastReconciled: payload.last_reconciled != null
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? {
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at: (0, zeniDayJS_1.date)(payload.last_reconciled.at),
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by: {
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userEmail: payload.last_reconciled.by.user_email,
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userId: payload.last_reconciled.by.user_id,
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},
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forPeriodEndDate: (0, zeniDayJS_1.date)(payload.last_reconciled.for_period_end_date),
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}
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: undefined,
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matchProgress: payload.match_progress != null
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? {
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matched: payload.match_progress.matched,
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percentage: payload.match_progress.percentage,
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total: payload.match_progress.total,
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}
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: undefined,
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needsReview: payload.needs_review,
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openingBalance: payload.opening_balance != null
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? (0, amount_1.toAmount)(payload.opening_balance, payload.currency.currency_code, payload.currency.currency_symbol)
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: undefined,
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startDate: (0, zeniDayJS_1.date)(payload.start_date),
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endDate: (0, zeniDayJS_1.date)(payload.end_date),
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accountUpdatedAt: payload.payment_account_updated_at != null
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@@ -7,7 +7,7 @@ import { AccountBase } from '../account/accountState';
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import { File } from '../file/fileState';
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import { MatchedTransaction } from '../transaction/stateTypes/reconciliationTransaction';
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import { User } from '../user/userState';
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import { BalanceDataStatusCodeType,
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import { BalanceDataStatusCodeType, ReconciliationStatusCodeType, StatementDataStatusCodeType, StatementStatusCodeType, TransactionsToReview } from './accountReconState';
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export interface AccountReconciliationEntity {
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account: AccountBase;
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currency: Currency;
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@@ -31,10 +31,6 @@ export interface AccountReconciliationEntity {
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errorShort: string;
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};
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initialClearedBalance?: Amount;
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lastReconciled?: LastReconciled;
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matchProgress?: MatchProgress;
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needsReview?: number;
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openingBalance?: Amount;
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reconciliationId?: ID;
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reconciliationStatus?: {
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code: ReconciliationStatusCodeType;
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@@ -36,10 +36,6 @@ exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelect
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variance: accountRecon.variance,
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clearedBalance: accountRecon.clearedBalance,
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initialClearedBalance: accountRecon.initialClearedBalance,
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lastReconciled: accountRecon.lastReconciled,
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matchProgress: accountRecon.matchProgress,
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needsReview: accountRecon.needsReview,
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openingBalance: accountRecon.openingBalance,
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reconciliationId: accountRecon.reconciliationId,
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user,
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statementStatus: accountRecon.statementStatus,
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@@ -18,20 +18,6 @@ export declare const toStatementStatusCodeType: (v: string) => "not_found" | "up
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export type StatementStatusCodeType = ReturnType<typeof toStatementStatusCodeType>;
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export declare const toAccountReconKey: (accountId: ID, selectedPeriod: MonthYearPeriod) => string;
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export type AccountReconKey = ReturnType<typeof toAccountReconKey>;
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export interface LastReconciledByUser {
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userEmail: string;
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userId: ID;
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}
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export interface LastReconciled {
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at: ZeniDate;
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by: LastReconciledByUser;
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forPeriodEndDate: ZeniDate;
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}
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export interface MatchProgress {
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matched: number;
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percentage: number | null;
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total: number;
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}
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export interface AccountReconState {
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accountReconByAccountReconKey: Record<AccountReconKey, AccountReconciliationData>;
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}
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@@ -58,10 +44,6 @@ export interface AccountReconciliationData {
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errorShort: string;
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};
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initialClearedBalance?: Amount;
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lastReconciled?: LastReconciled;
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matchProgress?: MatchProgress;
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needsReview?: number;
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openingBalance?: Amount;
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reconciliationId?: ID;
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reconciliationStatus?: {
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code: ReconciliationStatusCodeType;
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@@ -106,27 +106,6 @@ export const toAccountReconciliationData = (payload) => {
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initialClearedBalance: payload.initial_cleared_balance != null
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? toAmount(payload.initial_cleared_balance, payload.currency.currency_code, payload.currency.currency_symbol)
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: undefined,
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lastReconciled: payload.last_reconciled != null
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? {
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at: date(payload.last_reconciled.at),
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by: {
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userEmail: payload.last_reconciled.by.user_email,
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userId: payload.last_reconciled.by.user_id,
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},
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forPeriodEndDate: date(payload.last_reconciled.for_period_end_date),
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}
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: undefined,
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matchProgress: payload.match_progress != null
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? {
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matched: payload.match_progress.matched,
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percentage: payload.match_progress.percentage,
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total: payload.match_progress.total,
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}
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: undefined,
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needsReview: payload.needs_review,
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openingBalance: payload.opening_balance != null
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? toAmount(payload.opening_balance, payload.currency.currency_code, payload.currency.currency_symbol)
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: undefined,
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startDate: date(payload.start_date),
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endDate: date(payload.end_date),
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accountUpdatedAt: payload.payment_account_updated_at != null
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variance: accountRecon.variance,
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clearedBalance: accountRecon.clearedBalance,
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initialClearedBalance: accountRecon.initialClearedBalance,
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lastReconciled: accountRecon.lastReconciled,
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matchProgress: accountRecon.matchProgress,
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needsReview: accountRecon.needsReview,
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openingBalance: accountRecon.openingBalance,
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reconciliationId: accountRecon.reconciliationId,
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user,
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statementStatus: accountRecon.statementStatus,
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import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
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import { toReconciliationAccountSource } from '../../../entity/account/accountState';
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import { toBankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
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import { toReconciliationViewSummary, } from '../types/reconciliationViewState';
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// Initial state
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export const initialReconciliationTabsState = {
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balances: {
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},
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},
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excludedAccountIDs: [],
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summary: undefined,
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};
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// Create slice with reducers
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const expenseAutomationReconciliationView = createSlice({
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fetchReconciliationSuccess: {
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reducer(draft, action) {
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if (action.payload.accountId == null) {
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
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}
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else if (action.payload.reconciliation.reconciliation.length > 0 &&
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action.payload.reconciliation.accounts.length > 0) {
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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, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
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// Export reducer
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export default expenseAutomationReconciliationView.reducer;
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function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts
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function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
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draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
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draft.excludedAccountExclusionInfo = {};
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excludedAccounts.forEach((ea) => {
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}
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if (summary !== undefined) {
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draft.summary = toReconciliationViewSummary(summary);
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function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
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const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
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includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
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excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
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summary: reconciliationViewState.summary,
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};
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}
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const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
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excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
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includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
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excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
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};
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});
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export const isAccountReconReport = (reportId) => {
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import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
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export function toReconciliationViewSummary(payload) {
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return {
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accounts: {
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done: payload.accounts.done,
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failed: payload.accounts.failed,
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inProgress: payload.accounts.in_progress,
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total: payload.accounts.total,
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},
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accountsToConnectCount: payload.accounts_to_connect_count,
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autoMatched: {
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matchedTxns: payload.auto_matched.matched_txns,
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totalTxns: payload.auto_matched.total_txns,
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},
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needsReview: {
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txnCount: payload.needs_review.txn_count,
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},
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19
|
-
timeSavedPercentage: payload.time_saved_percentage,
|
|
20
|
-
};
|
|
21
|
-
}
|
|
22
2
|
export const RECONCILE_ACTIONS = [
|
|
23
3
|
'reconcile',
|
|
24
4
|
'save_reconcile_for_later',
|