@zeniai/client-epic-state 5.0.4-beta0ND → 5.0.4-betaJK1

package/lib/coreEpics.js

@@ -24,7 +24,6 @@ const resendVerifyDeviceOTPEpic_1 = require("./entity/tenant/epic/resendVerifyDe
 const saveExternalConnectionEpic_1 = require("./entity/tenant/epic/saveExternalConnectionEpic");
 const sendEmailMagicLinkToUserEpic_1 = require("./entity/tenant/epic/sendEmailMagicLinkToUserEpic");
 const signInUserEpic_1 = require("./entity/tenant/epic/signInUserEpic");
-const sessionHeartbeatEpic_1 = require("./entity/tenant/epic/sessionHeartbeatEpic");
 const signOutUserEpic_1 = require("./entity/tenant/epic/signOutUserEpic");
 const verifyDeviceWithTwoFAEpic_1 = require("./entity/tenant/epic/verifyDeviceWithTwoFAEpic");
 // ── Toast Notification Epic ──────────────────────────────────────────
@@ -49,7 +48,7 @@ const verifyOtpEpic_1 = require("./view/twoFactorAuthentication/verifyOtpEpic");
 // RootActionType is only available in the dynamically imported epic.ts.
 const coreRootEpic = (0, redux_observable_1.combineEpics)(
 // Auth & tenant
-clearAllEpic_1.clearAllEpic, doMagicLinkSignInEpic_1.doMagicLinkSignInEpic, signInUserEpic_1.doSignInEpic, signOutUserEpic_1.doSignOutEpic, sessionHeartbeatEpic_1.sessionHeartbeatEpic, fetchActiveTenantEpic_1.fetchActiveTenantEpic, fetchAllTenantsEpic_1.fetchAllTenantsEpic, fetchExcludedResourcesEpic_1.fetchExcludedResourcesEpic, fetchExternalConnectionsEpic_1.fetchExternalConnectionsEpic, fetchSubscriptionSummaryForTenantEpic_1.fetchSubscriptionSummaryForTenantEpic, resendVerifyDeviceOTPEpic_1.resendVerifyDeviceOTPEpic, saveExternalConnectionEpic_1.saveExternalConnectionEpic, sendEmailMagicLinkToUserEpic_1.sendEmailMagicLinkToUserEpic, verifyDeviceWithTwoFAEpic_1.verifyDeviceWithTwoFAEpic, 
+clearAllEpic_1.clearAllEpic, doMagicLinkSignInEpic_1.doMagicLinkSignInEpic, signInUserEpic_1.doSignInEpic, signOutUserEpic_1.doSignOutEpic, fetchActiveTenantEpic_1.fetchActiveTenantEpic, fetchAllTenantsEpic_1.fetchAllTenantsEpic, fetchExcludedResourcesEpic_1.fetchExcludedResourcesEpic, fetchExternalConnectionsEpic_1.fetchExternalConnectionsEpic, fetchSubscriptionSummaryForTenantEpic_1.fetchSubscriptionSummaryForTenantEpic, resendVerifyDeviceOTPEpic_1.resendVerifyDeviceOTPEpic, saveExternalConnectionEpic_1.saveExternalConnectionEpic, sendEmailMagicLinkToUserEpic_1.sendEmailMagicLinkToUserEpic, verifyDeviceWithTwoFAEpic_1.verifyDeviceWithTwoFAEpic, 
 // Toast
 pushToastNotificationEpic_1.pushToastNotificationEpic, 
 // Collaboration

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/entity/aiAccountantCustomer/aiAccountantCustomerPayload.d.ts

@@ -1,15 +1,7 @@
 import { AiAccountantCustomer, AiAccountantEnrollment, AiAccountantJob } from './aiAccountantCustomerState';
-export interface AiAccountantModelAccuracyPayload {
-    accuracy: number;
-    model_id: string;
-    passed: boolean;
-    threshold: number;
-    training_status: string;
-    validated_at: string;
-}
 export interface AiAccountantEnrollmentPayload {
     status: string;
-    accuracy?: Record<string, AiAccountantModelAccuracyPayload> | null;
+    accuracy?: Record<string, number>;
     latest_training?: string;
     latest_transaction_sync?: string;
     offboarded_at?: string;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -4,24 +4,9 @@ exports.toAiAccountantJob = exports.toAiAccountantCustomer = exports.toAiAccount
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiAccountantCustomerState_1 = require("./aiAccountantCustomerState");
 // ── Mapping functions (payload → state) ──
-// Backend returns accuracy as a percent (0–100) inside a nested object; the UI
-// layer treats it as a 0–1 fraction. Normalize here and drop malformed entries.
-const toAccuracyByModel = (accuracyPayload) => {
-    if (accuracyPayload == null) {
-        return undefined;
-    }
-    const result = {};
-    Object.entries(accuracyPayload).forEach(([model, entry]) => {
-        const percent = entry?.accuracy;
-        if (typeof percent === 'number' && Number.isFinite(percent)) {
-            result[model] = percent / 100;
-        }
-    });
-    return Object.keys(result).length > 0 ? result : undefined;
-};
 const toAiAccountantEnrollment = (payload) => ({
     status: (0, aiAccountantCustomerState_1.toAiAccountantEnrollmentStatus)(payload.status),
-    accuracy: toAccuracyByModel(payload.accuracy),
+    accuracy: payload.accuracy,
     latestTraining: payload.latest_training != null
         ? (0, zeniDayJS_1.date)(payload.latest_training)
         : undefined,

package/lib/entity/tenant/tenantReducer.d.ts

@@ -51,11 +51,7 @@ export declare const updateTenants: import("@reduxjs/toolkit").ActionCreatorWith
     accountLockTime?: string;
     accountUnlockTime?: string;
     isAccountLocked?: boolean;
-}, "tenant/sendEmailMagicLinkToUserFailure">, updateSignInState: import("@reduxjs/toolkit").ActionCreatorWithPayload<FetchState, "tenant/updateSignInState">, doSignOut: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"tenant/doSignOut">, signOutSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"tenant/signOutSuccess">, sendSessionHeartbeat: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"tenant/sendSessionHeartbeat">, sessionHeartbeatSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[expiresAt: string], {
-    expiresAt: string;
-}, "tenant/sessionHeartbeatSuccess", never, never>, sessionHeartbeatFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], {
-    error: ZeniAPIStatus<Record<string, unknown>>;
-}, "tenant/sessionHeartbeatFailure", never, never>, updateLoggedInUser: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userPayload: LoggedInUserPayload, zeniSessionId: string, authProvider: AuthProvider], {
+}, "tenant/sendEmailMagicLinkToUserFailure">, updateSignInState: import("@reduxjs/toolkit").ActionCreatorWithPayload<FetchState, "tenant/updateSignInState">, doSignOut: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"tenant/doSignOut">, signOutSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"tenant/signOutSuccess">, updateLoggedInUser: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userPayload: LoggedInUserPayload, zeniSessionId: string, authProvider: AuthProvider], {
     userPayload: LoggedInUserPayload;
     zeniSessionId: string;
     authProvider: AuthProvider;

package/lib/entity/tenant/tenantReducer.js

@@ -4,8 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateTreasuryVideoViewedForLoggedInUser = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = exports.fetchSubscriptionSummaryForTenant = exports.clearAll = exports.fetchExternalConnectionsSuccess = exports.fetchExternalConnectionsFailure = exports.saveExternalConnectionFailure = exports.saveExternalConnectionSuccess = exports.saveExternalConnection = exports.fetchExternalConnections = exports.updateLoggedInUser = exports.sessionHeartbeatFailure = exports.sessionHeartbeatSuccess = exports.sendSessionHeartbeat = exports.signOutSuccess = exports.doSignOut = exports.updateSignInState = exports.sendEmailMagicLinkToUserFailure = exports.sendEmailMagicLinkToUserSuccess = exports.sendEmailMagicLinkToUser = exports.magicLinkSignInFailure = exports.magicLinkSignInSuccess = exports.doMagicLinkSignIn = exports.doSignIn = exports.updateExcludedResourcesFailure = exports.updateExcludedResourcesSuccess = exports.fetchExcludedResources = exports.updateCurrentTenant = exports.updateTenantFailure = exports.updateTenantSuccess = exports.fetchActiveTenant = exports.updateTenantsFailure = exports.updateTenantsSuccess = exports.fetchAllTenants = exports.updateTenants = exports.initialState = void 0;
-exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = void 0;
+exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateTreasuryVideoViewedForLoggedInUser = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = exports.fetchSubscriptionSummaryForTenant = exports.clearAll = exports.fetchExternalConnectionsSuccess = exports.fetchExternalConnectionsFailure = exports.saveExternalConnectionFailure = exports.saveExternalConnectionSuccess = exports.saveExternalConnection = exports.fetchExternalConnections = exports.updateLoggedInUser = exports.signOutSuccess = exports.doSignOut = exports.updateSignInState = exports.sendEmailMagicLinkToUserFailure = exports.sendEmailMagicLinkToUserSuccess = exports.sendEmailMagicLinkToUser = exports.magicLinkSignInFailure = exports.magicLinkSignInSuccess = exports.doMagicLinkSignIn = exports.doSignIn = exports.updateExcludedResourcesFailure = exports.updateExcludedResourcesSuccess = exports.fetchExcludedResources = exports.updateCurrentTenant = exports.updateTenantFailure = exports.updateTenantSuccess = exports.fetchActiveTenant = exports.updateTenantsFailure = exports.updateTenantsSuccess = exports.fetchAllTenants = exports.updateTenants = exports.initialState = void 0;
 exports.mapConnectionsPayloadToState = mapConnectionsPayloadToState;
 const toolkit_1 = require("@reduxjs/toolkit");
 const js_base64_1 = require("js-base64");
@@ -437,26 +436,6 @@ const tenant = (0, toolkit_1.createSlice)({
         signOutSuccess(draft) {
             draft.loggedInUser = undefined;
             draft.currentTenantId = undefined;
-            draft.sessionExpiresAt = undefined;
-        },
-        sendSessionHeartbeat() {
-            // No state change needed — epic handles the API call
-        },
-        sessionHeartbeatSuccess: {
-            prepare(expiresAt) {
-                return { payload: { expiresAt } };
-            },
-            reducer(draft, action) {
-                draft.sessionExpiresAt = action.payload.expiresAt;
-            },
-        },
-        sessionHeartbeatFailure: {
-            prepare(error) {
-                return { payload: { error } };
-            },
-            reducer(draft, action) {
-                draft.error = action.payload.error;
-            },
         },
         fetchSubscriptionSummaryForTenant: {
             prepare(tenantId) {
@@ -564,7 +543,7 @@ const tenant = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantsSuccess = _a.updateTenantsSuccess, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.sendSessionHeartbeat = _a.sendSessionHeartbeat, exports.sessionHeartbeatSuccess = _a.sessionHeartbeatSuccess, exports.sessionHeartbeatFailure = _a.sessionHeartbeatFailure, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.clearAll = _a.clearAll, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
+_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantsSuccess = _a.updateTenantsSuccess, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.clearAll = _a.clearAll, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
 exports.default = tenant.reducer;
 /**
  * Converts tenants payload to Tenant and User State

package/lib/entity/tenant/tenantState.d.ts

@@ -45,7 +45,6 @@ export interface TenantState extends FetchedState {
     magicLinkCodeVerifier?: string;
     magicLinkEmail?: string;
     otpChallenge?: string;
-    sessionExpiresAt?: string;
     twoFAPhoneNumber?: string;
 }
 export interface TenantProductSettings {

package/lib/esm/coreEpics.js

@@ -22,7 +22,6 @@ import { resendVerifyDeviceOTPEpic } from './entity/tenant/epic/resendVerifyDevi
 import { saveExternalConnectionEpic } from './entity/tenant/epic/saveExternalConnectionEpic';
 import { sendEmailMagicLinkToUserEpic } from './entity/tenant/epic/sendEmailMagicLinkToUserEpic';
 import { doSignInEpic } from './entity/tenant/epic/signInUserEpic';
-import { sessionHeartbeatEpic } from './entity/tenant/epic/sessionHeartbeatEpic';
 import { doSignOutEpic } from './entity/tenant/epic/signOutUserEpic';
 import { verifyDeviceWithTwoFAEpic } from './entity/tenant/epic/verifyDeviceWithTwoFAEpic';
 // ── Toast Notification Epic ──────────────────────────────────────────
@@ -47,7 +46,7 @@ import { verifyOtpEpic } from './view/twoFactorAuthentication/verifyOtpEpic';
 // RootActionType is only available in the dynamically imported epic.ts.
 const coreRootEpic = combineEpics(
 // Auth & tenant
-clearAllEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, sessionHeartbeatEpic, fetchActiveTenantEpic, fetchAllTenantsEpic, fetchExcludedResourcesEpic, fetchExternalConnectionsEpic, fetchSubscriptionSummaryForTenantEpic, resendVerifyDeviceOTPEpic, saveExternalConnectionEpic, sendEmailMagicLinkToUserEpic, verifyDeviceWithTwoFAEpic, 
+clearAllEpic, doMagicLinkSignInEpic, doSignInEpic, doSignOutEpic, fetchActiveTenantEpic, fetchAllTenantsEpic, fetchExcludedResourcesEpic, fetchExternalConnectionsEpic, fetchSubscriptionSummaryForTenantEpic, resendVerifyDeviceOTPEpic, saveExternalConnectionEpic, sendEmailMagicLinkToUserEpic, verifyDeviceWithTwoFAEpic, 
 // Toast
 pushToastNotificationEpic, 
 // Collaboration

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/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -1,24 +1,9 @@
 import { date } from '../../zeniDayJS';
 import { toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './aiAccountantCustomerState';
 // ── Mapping functions (payload → state) ──
-// Backend returns accuracy as a percent (0–100) inside a nested object; the UI
-// layer treats it as a 0–1 fraction. Normalize here and drop malformed entries.
-const toAccuracyByModel = (accuracyPayload) => {
-    if (accuracyPayload == null) {
-        return undefined;
-    }
-    const result = {};
-    Object.entries(accuracyPayload).forEach(([model, entry]) => {
-        const percent = entry?.accuracy;
-        if (typeof percent === 'number' && Number.isFinite(percent)) {
-            result[model] = percent / 100;
-        }
-    });
-    return Object.keys(result).length > 0 ? result : undefined;
-};
 export const toAiAccountantEnrollment = (payload) => ({
     status: toAiAccountantEnrollmentStatus(payload.status),
-    accuracy: toAccuracyByModel(payload.accuracy),
+    accuracy: payload.accuracy,
     latestTraining: payload.latest_training != null
         ? date(payload.latest_training)
         : undefined,

package/lib/esm/entity/tenant/tenantReducer.js

@@ -428,26 +428,6 @@ const tenant = createSlice({
         signOutSuccess(draft) {
             draft.loggedInUser = undefined;
             draft.currentTenantId = undefined;
-            draft.sessionExpiresAt = undefined;
-        },
-        sendSessionHeartbeat() {
-            // No state change needed — epic handles the API call
-        },
-        sessionHeartbeatSuccess: {
-            prepare(expiresAt) {
-                return { payload: { expiresAt } };
-            },
-            reducer(draft, action) {
-                draft.sessionExpiresAt = action.payload.expiresAt;
-            },
-        },
-        sessionHeartbeatFailure: {
-            prepare(error) {
-                return { payload: { error } };
-            },
-            reducer(draft, action) {
-                draft.error = action.payload.error;
-            },
         },
         fetchSubscriptionSummaryForTenant: {
             prepare(tenantId) {
@@ -555,7 +535,7 @@ const tenant = createSlice({
         },
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
 /**
  * Converts tenants payload to Tenant and User State

package/lib/esm/index.js

@@ -59,7 +59,7 @@ import { closeSnackbar, openSnackbar } from './entity/snackbar/snackbarReducer';
 import { getSnackbar } from './entity/snackbar/snackbarSelector';
 import { toPriorityCodeType, toTaskStatusCodeType, } from './entity/task/taskState';
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
-import { clearAll, doMagicLinkSignIn, doSignIn, doSignOut, sendSessionHeartbeat, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
+import { clearAll, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
 import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
@@ -433,7 +433,7 @@ export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsolute
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
-export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
+export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
 export { toAccountType, toAccountGroupType, getAccountGroupKey, };
 export { getClassById } from './entity/class/classSelector';
 export { getForecast };
@@ -631,6 +631,3 @@ export { getAutoTransferRules, getAutoTransferRuleById, getAutoTransferRuleHisto
 export { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS, BULK_UPLOAD_BAR_COMPLETE_HOLD_MS, } from './view/expenseAutomationView/helpers/bulkUploadTiming';
 export { fetchTransactionActivityLog } from './view/transactionActivityLogView/transactionActivityLogViewReducer';
 export { getTransactionActivityLogView, } from './view/transactionActivityLogView/transactionActivityLogViewSelector';
-// ── Session Management ──────────────────────────────────────────────
-export { SessionManager } from './entity/tenant/SessionManager';
-export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';

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/index.d.ts

@@ -123,7 +123,7 @@ import { PriorityCodeType, Task, TaskCodeType, TaskPriority, TaskStatus, TaskSta
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { TaskGroupState } from './entity/taskGroup/taskGroupState';
 import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
-import { DoSignInPayload, clearAll, doMagicLinkSignIn, doSignIn, doSignOut, sendSessionHeartbeat, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
+import { DoSignInPayload, clearAll, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveExternalConnection as saveExternalConnectionForTenant, sendEmailMagicLinkToUser, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
 import { CurrentTenant, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, TenantsOrdered, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
 import { Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
@@ -643,7 +643,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
-export { Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
+export { Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
 export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, };
 export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
 export { getClassById } from './entity/class/classSelector';
@@ -901,6 +901,3 @@ export { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS, BULK_UPLOAD_BAR_COMPLETE_HOLD_MS,
 export { fetchTransactionActivityLog } from './view/transactionActivityLogView/transactionActivityLogViewReducer';
 export { TransactionActivityLogViewSelectorView, getTransactionActivityLogView, } from './view/transactionActivityLogView/transactionActivityLogViewSelector';
 export { UserGroup } from './entity/userGroups/userGroupsState';
-export { SessionManager } from './entity/tenant/SessionManager';
-export type { SessionCallbacks, SessionConfig } from './entity/tenant/sessionTypes';
-export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';