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

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" | "record_journal_entry";
+export declare const toRecommendedActionCodeType: (v: string) => "record_expense" | "record_deposit" | "record_transfer" | "record_bill_payment" | "record_cc_payment" | "record_cc_credit";
 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

@@ -10,7 +10,6 @@ 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

@@ -1,7 +1,15 @@
 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, number>;
+    accuracy?: Record<string, AiAccountantModelAccuracyPayload> | null;
     latest_training?: string;
     latest_transaction_sync?: string;
     offboarded_at?: string;

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js

@@ -4,9 +4,24 @@ 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: payload.accuracy,
+    accuracy: toAccuracyByModel(payload.accuracy),
     latestTraining: payload.latest_training != null
         ? (0, zeniDayJS_1.date)(payload.latest_training)
         : undefined,

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

@@ -7,7 +7,6 @@ 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

@@ -1,9 +1,24 @@
 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: payload.accuracy,
+    accuracy: toAccuracyByModel(payload.accuracy),
     latestTraining: payload.latest_training != null
         ? date(payload.latest_training)
         : undefined,

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

@@ -2,7 +2,6 @@ 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';
@@ -117,7 +116,6 @@ 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

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

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

@@ -30,10 +30,8 @@ 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: reviewAction,
+        review_action: updatedTransaction?.recommendedAction.action,
         reconciliation_id: reconciliationId ?? '',
         ref_account_id: selectedAccountId,
         ref_account_name: reconciliationData?.account.accountName,
@@ -43,7 +41,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
     if (reconciliationData != null &&
         updatedTransaction != null &&
         localData != null) {
-        switch (reviewAction) {
+        switch (updatedTransaction.recommendedAction.action) {
             case 'record_expense':
                 payload = getPayloadForExpenseRecord(updatedTransaction, localData);
                 break;
@@ -65,9 +63,6 @@ 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 = {
@@ -225,28 +220,6 @@ 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, accountName) {
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
     let statementUpload;
     const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
@@ -10,7 +10,6 @@ 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 {