@zeniai/client-epic-state 5.0.4-betaJK1 → 5.0.7-beta0ND
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/coreEpics.js +2 -1
- package/lib/entity/accountRecon/accountReconState.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconState.js +0 -1
- package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.d.ts +9 -1
- package/lib/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js +16 -1
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +2 -0
- package/lib/entity/tenant/SessionManager.d.ts +38 -0
- package/lib/entity/tenant/SessionManager.js +171 -0
- package/lib/entity/tenant/epic/sessionHeartbeatEpic.d.ts +16 -0
- package/lib/entity/tenant/epic/sessionHeartbeatEpic.js +16 -0
- package/lib/entity/tenant/sessionTypes.d.ts +26 -0
- package/lib/entity/tenant/sessionTypes.js +12 -0
- package/lib/entity/tenant/tenantReducer.d.ts +5 -1
- package/lib/entity/tenant/tenantReducer.js +23 -2
- package/lib/entity/tenant/tenantState.d.ts +1 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +2 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +18 -4
- package/lib/esm/coreEpics.js +2 -1
- package/lib/esm/entity/accountRecon/accountReconState.js +0 -1
- package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js +16 -1
- package/lib/esm/entity/snackbar/snackbarTypes.js +2 -0
- package/lib/esm/entity/tenant/SessionManager.js +167 -0
- package/lib/esm/entity/tenant/epic/sessionHeartbeatEpic.js +12 -0
- package/lib/esm/entity/tenant/sessionTypes.js +9 -0
- package/lib/esm/entity/tenant/tenantReducer.js +21 -1
- package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +18 -4
- package/lib/esm/index.js +5 -2
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.js +19 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +0 -2
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.js +21 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +0 -1
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +2 -29
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.js +1 -2
- package/lib/index.d.ts +5 -2
- package/lib/index.js +36 -30
- package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.d.ts +2 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic.js +19 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +0 -2
- package/lib/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.d.ts +2 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.js +21 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +0 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +2 -29
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.js +1 -2
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -4
- package/package.json +1 -1
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/**
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* SessionManager — Central session lifecycle manager.
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*
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* Responsibilities:
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* 1. Track user activity (mousemove, keydown, click, scroll, touch)
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* 2. Send heartbeat at configurable intervals while user is active
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* 3. Show warning popup after idle timeout
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* 4. Auto-logout after warning countdown expires
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*/
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import { DEFAULT_SESSION_CONFIG, } from './sessionTypes';
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/** Events that indicate user activity. */
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const ACTIVITY_EVENTS = [
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'mousemove',
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'mousedown',
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'keydown',
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'scroll',
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'touchstart',
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'click',
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];
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/** Debounce interval for activity events (ms). */
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const ACTIVITY_DEBOUNCE_MS = 1000;
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export class SessionManager {
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constructor() {
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this.config = DEFAULT_SESSION_CONFIG;
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this.callbacks = null;
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/** Timestamps and timers */
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this.lastActivityTime = 0;
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this.idleCheckInterval = null;
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this.heartbeatInterval = null;
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this.countdownInterval = null;
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this.activityDebounceTimer = null;
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/** State */
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this.running = false;
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this.warningActive = false;
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this.secondsRemaining = 0;
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/** Bound handler for event listener cleanup. */
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this.boundOnActivity = this.onActivity.bind(this);
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this.boundOnVisibilityChange = this.onVisibilityChange.bind(this);
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}
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// ─── Public API ────────────────────────────────────────────
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start(config = {}, callbacks) {
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if (this.running) {
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this.stop();
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}
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this.config = { ...DEFAULT_SESSION_CONFIG, ...config };
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this.callbacks = callbacks;
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this.running = true;
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this.warningActive = false;
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this.lastActivityTime = Date.now();
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if (!this.config.isAutoLogoutEnabled) {
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return;
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}
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ACTIVITY_EVENTS.forEach((event) => {
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document.addEventListener(event, this.boundOnActivity, {
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capture: true,
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passive: true,
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});
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});
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document.addEventListener('visibilitychange', this.boundOnVisibilityChange);
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this.startHeartbeat();
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this.callbacks?.onHeartbeat();
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this.idleCheckInterval = setInterval(() => this.checkIdle(), 1000);
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}
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stop() {
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this.running = false;
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this.warningActive = false;
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ACTIVITY_EVENTS.forEach((event) => {
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document.removeEventListener(event, this.boundOnActivity, {
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capture: true,
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});
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});
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document.removeEventListener('visibilitychange', this.boundOnVisibilityChange);
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this.clearTimer('idleCheckInterval');
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this.clearTimer('heartbeatInterval');
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this.clearTimer('countdownInterval');
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this.clearTimer('activityDebounceTimer');
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}
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continueSession() {
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if (!this.running) {
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return;
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}
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this.warningActive = false;
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this.secondsRemaining = 0;
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this.lastActivityTime = Date.now();
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this.clearTimer('countdownInterval');
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this.callbacks?.onHeartbeat();
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this.callbacks?.onSessionExtended();
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this.startHeartbeat();
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}
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isWarningActive() {
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return this.warningActive;
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}
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getSecondsRemaining() {
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return this.secondsRemaining;
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}
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// ─── Private ───────────────────────────────────────────────
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onActivity() {
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if (!this.running || this.warningActive) {
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return;
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}
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if (this.activityDebounceTimer != null) {
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return;
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}
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this.lastActivityTime = Date.now();
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this.activityDebounceTimer = setTimeout(() => {
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this.activityDebounceTimer = null;
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}, ACTIVITY_DEBOUNCE_MS);
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}
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onVisibilityChange() {
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if (!this.running) {
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return;
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}
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if (document.visibilityState === 'visible') {
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this.lastActivityTime = Date.now();
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this.checkIdle();
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}
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}
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checkIdle() {
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if (!this.running || this.warningActive) {
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return;
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}
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const idleMs = Date.now() - this.lastActivityTime;
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const idleTimeoutMs = this.config.idleTimeoutMinutes * 60 * 1000;
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if (idleMs >= idleTimeoutMs) {
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this.startWarning();
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}
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}
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startWarning() {
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this.warningActive = true;
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this.secondsRemaining = this.config.warningDurationSeconds;
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this.clearTimer('heartbeatInterval');
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this.callbacks?.onWarningStart(this.secondsRemaining);
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this.countdownInterval = setInterval(() => {
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this.secondsRemaining -= 1;
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if (this.secondsRemaining <= 0) {
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this.clearTimer('countdownInterval');
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this.warningActive = false;
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this.callbacks?.onAutoLogout();
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}
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else {
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this.callbacks?.onWarningTick(this.secondsRemaining);
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}
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}, 1000);
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}
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startHeartbeat() {
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this.clearTimer('heartbeatInterval');
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const intervalMs = this.config.heartbeatIntervalMinutes * 60 * 1000;
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this.heartbeatInterval = setInterval(() => {
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if (!this.running || this.warningActive) {
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return;
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}
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this.callbacks?.onHeartbeat();
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}, intervalMs);
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}
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clearTimer(name) {
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const timer = this[name];
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if (timer != null) {
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if (name === 'activityDebounceTimer') {
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clearTimeout(timer);
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}
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else {
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clearInterval(timer);
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}
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this[name] = null;
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}
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}
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}
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import { of } from 'rxjs';
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import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
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import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
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import { sendSessionHeartbeat, sessionHeartbeatFailure, sessionHeartbeatSuccess, } from '../tenantReducer';
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export const sessionHeartbeatEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(sendSessionHeartbeat.match), switchMap(() => zeniAPI
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.postAndGetJSON(`${zeniAPI.apiEndPoints.authMicroServiceBaseUrl}/1.0/sessions/heartbeat`)
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.pipe(mergeMap((response) => {
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if (isSuccessResponse(response)) {
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return of(sessionHeartbeatSuccess(response.data?.expiry ?? ''));
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}
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return of(sessionHeartbeatFailure(response.status));
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}), catchError((error) => of(sessionHeartbeatFailure(createZeniAPIStatus('Heartbeat failed', 'Session heartbeat API call errored: ' + JSON.stringify(error))))))));
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@@ -428,6 +428,26 @@ const tenant = createSlice({
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signOutSuccess(draft) {
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draft.loggedInUser = undefined;
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draft.currentTenantId = undefined;
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draft.sessionExpiresAt = undefined;
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},
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sendSessionHeartbeat() {
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// No state change needed — epic handles the API call
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},
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sessionHeartbeatSuccess: {
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prepare(expiresAt) {
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return { payload: { expiresAt } };
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},
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reducer(draft, action) {
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draft.sessionExpiresAt = action.payload.expiresAt;
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},
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},
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sessionHeartbeatFailure: {
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prepare(error) {
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return { payload: { error } };
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},
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reducer(draft, action) {
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draft.error = action.payload.error;
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},
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},
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fetchSubscriptionSummaryForTenant: {
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prepare(tenantId) {
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},
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},
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});
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-
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;
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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;
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export default tenant.reducer;
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/**
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* Converts tenants payload to Tenant and User State
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const amount = getTransactionPayloadAmount(payload);
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const recipientAmount = getTransactionPayloadRecipientAmount(payload);
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const lines = payload?.lines?.map((linePayload) => toLine(linePayload, amount, recipientAmount));
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const firstLineWithClass = lines?.find((line) => 'class' in line &&
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line.class?.classId != null);
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return {
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typeOfTransaction: 'supported',
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payload.category_integration_id !== ''
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? { categoryIntegrationId: payload.category_integration_id }
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: {}),
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...(payload.class_id != null && payload.class_id !== ''
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? { classId: payload.class_id }
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: {}),
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...(payload.class_name != null && payload.class_name !== ''
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? { className: payload.class_name }
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: {}),
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...(payload.category_name != null && payload.category_name !== ''
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? { categoryName: payload.category_name }
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account: payloadHasAccountInfo(payload)
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? mapAccountBasePayloadToAccountBase(payload)
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: undefined,
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classId: firstLineWithClass?.class?.classId,
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className: firstLineWithClass?.class?.className,
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syncToken: payload.sync_token?.toString(),
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paymentType: payload.payment_type ?? undefined,
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paymentTypeName: payload.payment_type_name ?? undefined,
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|
@@ -171,6 +173,18 @@ export const toTransactionPayload = (transaction) => {
|
|
|
171
173
|
target_account_name: transaction.targetAccountName,
|
|
172
174
|
};
|
|
173
175
|
}
|
|
176
|
+
if (transaction.classId != null && transaction.classId !== '') {
|
|
177
|
+
transactionPayload = {
|
|
178
|
+
...transactionPayload,
|
|
179
|
+
class_id: transaction.classId,
|
|
180
|
+
};
|
|
181
|
+
}
|
|
182
|
+
if (transaction.className != null && transaction.className !== '') {
|
|
183
|
+
transactionPayload = {
|
|
184
|
+
...transactionPayload,
|
|
185
|
+
class_name: transaction.className,
|
|
186
|
+
};
|
|
187
|
+
}
|
|
174
188
|
if (transaction.toFromAccountId != null &&
|
|
175
189
|
transaction.toFromAccountId !== '') {
|
|
176
190
|
transactionPayload = {
|
package/lib/esm/index.js
CHANGED
|
@@ -59,7 +59,7 @@ import { closeSnackbar, openSnackbar } from './entity/snackbar/snackbarReducer';
|
|
|
59
59
|
import { getSnackbar } from './entity/snackbar/snackbarSelector';
|
|
60
60
|
import { toPriorityCodeType, toTaskStatusCodeType, } from './entity/task/taskState';
|
|
61
61
|
import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
|
|
62
|
-
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';
|
|
62
|
+
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';
|
|
63
63
|
import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
|
|
64
64
|
import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
|
|
65
65
|
import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
|
|
@@ -433,7 +433,7 @@ export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsolute
|
|
|
433
433
|
export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
|
|
434
434
|
export { getNumberOfPeriods };
|
|
435
435
|
export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
|
|
436
|
-
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, };
|
|
436
|
+
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, };
|
|
437
437
|
export { toAccountType, toAccountGroupType, getAccountGroupKey, };
|
|
438
438
|
export { getClassById } from './entity/class/classSelector';
|
|
439
439
|
export { getForecast };
|
|
@@ -631,3 +631,6 @@ export { getAutoTransferRules, getAutoTransferRuleById, getAutoTransferRuleHisto
|
|
|
631
631
|
export { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS, BULK_UPLOAD_BAR_COMPLETE_HOLD_MS, } from './view/expenseAutomationView/helpers/bulkUploadTiming';
|
|
632
632
|
export { fetchTransactionActivityLog } from './view/transactionActivityLogView/transactionActivityLogViewReducer';
|
|
633
633
|
export { getTransactionActivityLogView, } from './view/transactionActivityLogView/transactionActivityLogViewSelector';
|
|
634
|
+
// ── Session Management ──────────────────────────────────────────────
|
|
635
|
+
export { SessionManager } from './entity/tenant/SessionManager';
|
|
636
|
+
export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
|
|
@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
|
3
3
|
import { changeAccountKey } from '../../../../entity/account/accountReducer';
|
|
4
4
|
import { getAccountKey } from '../../../../entity/account/accountState';
|
|
5
5
|
import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
|
|
6
|
+
import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
|
|
6
7
|
import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
|
|
7
8
|
import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
|
|
8
9
|
import { excludeAccountFromReconciliation, excludeAccountFromReconciliationFailure, excludeAccountFromReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
|
|
@@ -31,14 +32,32 @@ export const excludeAccountFromReconciliationEpic = (actions$, state$, zeniAPI)
|
|
|
31
32
|
}), changeAccountKey({
|
|
32
33
|
oldKey: oldAccountKey,
|
|
33
34
|
newKey: newAccountKey,
|
|
35
|
+
}), openSnackbar({
|
|
36
|
+
messageSection: 'account_excluded_from_reconciliation',
|
|
37
|
+
messageText: 'success',
|
|
38
|
+
type: 'success',
|
|
39
|
+
variables: [
|
|
40
|
+
{
|
|
41
|
+
variableName: '_account-name_',
|
|
42
|
+
variableValue: reconciliationData?.account.accountName ?? '',
|
|
43
|
+
},
|
|
44
|
+
],
|
|
34
45
|
}));
|
|
35
46
|
}
|
|
36
47
|
else {
|
|
37
48
|
return of(excludeAccountFromReconciliationFailure({
|
|
38
49
|
error: response.status,
|
|
50
|
+
}), openSnackbar({
|
|
51
|
+
messageSection: 'account_excluded_from_reconciliation',
|
|
52
|
+
messageText: 'failed',
|
|
53
|
+
type: 'error',
|
|
39
54
|
}));
|
|
40
55
|
}
|
|
41
56
|
}), catchError((error) => of(excludeAccountFromReconciliationFailure({
|
|
42
57
|
error: createZeniAPIStatus('Unexpected Error', `Exclude account from reconciliation REST API call errored out ${JSON.stringify(error)}`),
|
|
58
|
+
}), openSnackbar({
|
|
59
|
+
messageSection: 'account_excluded_from_reconciliation',
|
|
60
|
+
messageText: 'failed',
|
|
61
|
+
type: 'error',
|
|
43
62
|
}))));
|
|
44
63
|
}));
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js
CHANGED
|
@@ -2,7 +2,6 @@ import { from, of } from 'rxjs';
|
|
|
2
2
|
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
3
3
|
import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
|
|
4
4
|
import { updateAccounts } from '../../../../entity/account/accountReducer';
|
|
5
|
-
import { toRecommendedActionCodeType } from '../../../../entity/accountRecon/accountReconState';
|
|
6
5
|
import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
|
|
7
6
|
import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
|
|
8
7
|
import { updateFiles } from '../../../../entity/file/fileReducer';
|
|
@@ -117,7 +116,6 @@ export const prepareReviewTabLocalData = (transactionsToReview) => {
|
|
|
117
116
|
.recommended_transactions[0].merchant_name,
|
|
118
117
|
}
|
|
119
118
|
: undefined,
|
|
120
|
-
recommendedActionType: toRecommendedActionCodeType(currentTransaction.recommended_action.recommended_actions),
|
|
121
119
|
};
|
|
122
120
|
return {
|
|
123
121
|
...prev,
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic.js
CHANGED
|
@@ -2,8 +2,10 @@ import { of } from 'rxjs';
|
|
|
2
2
|
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
3
3
|
import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
|
|
4
4
|
import { changeAccountKey } from '../../../../entity/account/accountReducer';
|
|
5
|
+
import { getAccountBase } from '../../../../entity/account/accountSelector';
|
|
5
6
|
import { getAccountKey } from '../../../../entity/account/accountState';
|
|
6
7
|
import { updateAccountRecon } from '../../../../entity/accountRecon/accountReconReducer';
|
|
8
|
+
import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
|
|
7
9
|
import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
|
|
8
10
|
import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
|
|
9
11
|
import { includeAccountInReconciliation, includeAccountInReconciliationFailure, includeAccountInReconciliationSuccess, } from '../../reducers/reconciliationViewReducer';
|
|
@@ -12,6 +14,7 @@ export const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) =>
|
|
|
12
14
|
const state = state$.value;
|
|
13
15
|
const currentTenant = getCurrentTenant(state);
|
|
14
16
|
const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
|
|
17
|
+
const account = getAccountBase(state.accountState, accountId, 'excluded_account_reconciliation');
|
|
15
18
|
const period = convertToPeriod(selectedPeriod, true);
|
|
16
19
|
const query = JSON.stringify({
|
|
17
20
|
start_date: period.start,
|
|
@@ -31,14 +34,32 @@ export const includeAccountInReconciliationEpic = (actions$, state$, zeniAPI) =>
|
|
|
31
34
|
}), changeAccountKey({
|
|
32
35
|
oldKey: oldAccountKey,
|
|
33
36
|
newKey: newAccountKey,
|
|
37
|
+
}), openSnackbar({
|
|
38
|
+
messageSection: 'account_included_in_reconciliation',
|
|
39
|
+
messageText: 'success',
|
|
40
|
+
type: 'success',
|
|
41
|
+
variables: [
|
|
42
|
+
{
|
|
43
|
+
variableName: '_account-name_',
|
|
44
|
+
variableValue: account?.accountName ?? '',
|
|
45
|
+
},
|
|
46
|
+
],
|
|
34
47
|
}));
|
|
35
48
|
}
|
|
36
49
|
else {
|
|
37
50
|
return of(includeAccountInReconciliationFailure({
|
|
38
51
|
error: response.status,
|
|
52
|
+
}), openSnackbar({
|
|
53
|
+
messageSection: 'account_included_in_reconciliation',
|
|
54
|
+
messageText: 'failed',
|
|
55
|
+
type: 'error',
|
|
39
56
|
}));
|
|
40
57
|
}
|
|
41
58
|
}), catchError((error) => of(includeAccountInReconciliationFailure({
|
|
42
59
|
error: createZeniAPIStatus('Unexpected Error', `Include account in reconciliation REST API call errored out ${JSON.stringify(error)}`),
|
|
60
|
+
}), openSnackbar({
|
|
61
|
+
messageSection: 'account_included_in_reconciliation',
|
|
62
|
+
messageText: 'failed',
|
|
63
|
+
type: 'error',
|
|
43
64
|
}))));
|
|
44
65
|
}));
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js
CHANGED
|
@@ -30,10 +30,8 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
|
|
|
30
30
|
reconciliationId = reconciliationData?.reconciliationId;
|
|
31
31
|
updatedTransaction = reconciliationData?.transactionsToReview.find((transaction) => transaction.transactionId === transactionId);
|
|
32
32
|
}
|
|
33
|
-
const reviewAction = localData?.recommendedActionType ??
|
|
34
|
-
updatedTransaction?.recommendedAction.action;
|
|
35
33
|
const queryParam = {
|
|
36
|
-
review_action:
|
|
34
|
+
review_action: updatedTransaction?.recommendedAction.action,
|
|
37
35
|
reconciliation_id: reconciliationId ?? '',
|
|
38
36
|
ref_account_id: selectedAccountId,
|
|
39
37
|
ref_account_name: reconciliationData?.account.accountName,
|
|
@@ -43,7 +41,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
|
|
|
43
41
|
if (reconciliationData != null &&
|
|
44
42
|
updatedTransaction != null &&
|
|
45
43
|
localData != null) {
|
|
46
|
-
switch (
|
|
44
|
+
switch (updatedTransaction.recommendedAction.action) {
|
|
47
45
|
case 'record_expense':
|
|
48
46
|
payload = getPayloadForExpenseRecord(updatedTransaction, localData);
|
|
49
47
|
break;
|
|
@@ -65,9 +63,6 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
|
|
|
65
63
|
case 'record_deposit':
|
|
66
64
|
payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
|
|
67
65
|
break;
|
|
68
|
-
case 'record_journal_entry':
|
|
69
|
-
payload = getPayloadForJournalEntry(updatedTransaction, localData);
|
|
70
|
-
break;
|
|
71
66
|
}
|
|
72
67
|
}
|
|
73
68
|
payload = {
|
|
@@ -225,28 +220,6 @@ const getPayloadForBillPayment = (updatedTransaction, linkedTransaction, localDa
|
|
|
225
220
|
vendor_name: linkedTransaction?.merchantName,
|
|
226
221
|
};
|
|
227
222
|
};
|
|
228
|
-
function getPayloadForJournalEntry(updatedTransaction, localData) {
|
|
229
|
-
return {
|
|
230
|
-
transaction_id: updatedTransaction.transactionId,
|
|
231
|
-
transaction_date: updatedTransaction.transactionDate.format(DEFAULT_DATE_FORMAT),
|
|
232
|
-
transaction_memo: updatedTransaction.memo,
|
|
233
|
-
amount: updatedTransaction.amount.amount,
|
|
234
|
-
currency_code: updatedTransaction.amount.currencyCode,
|
|
235
|
-
transaction_direction: updatedTransaction.transactionDirection,
|
|
236
|
-
lines: [
|
|
237
|
-
{
|
|
238
|
-
class_id: localData.jeDebitClassId,
|
|
239
|
-
posting_type: 'Debit',
|
|
240
|
-
amount: updatedTransaction.amount.amount,
|
|
241
|
-
},
|
|
242
|
-
{
|
|
243
|
-
class_id: localData.jeCreditClassId,
|
|
244
|
-
posting_type: 'Credit',
|
|
245
|
-
amount: updatedTransaction.amount.amount,
|
|
246
|
-
},
|
|
247
|
-
],
|
|
248
|
-
};
|
|
249
|
-
}
|
|
250
223
|
const getToastMessageSection = (updatedTransaction) => {
|
|
251
224
|
if (updatedTransaction?.recommendedAction.action === 'record_bill_payment') {
|
|
252
225
|
return 'recon_transaction_match';
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
import fetch from 'cross-fetch';
|
|
2
2
|
import { zeniAPI } from '../../../../init';
|
|
3
|
-
export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams
|
|
3
|
+
export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
|
|
4
4
|
let statementUpload;
|
|
5
5
|
const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
|
|
6
6
|
const data = new FormData();
|
|
@@ -10,7 +10,6 @@ export default async function uploadAccountStatementIntoDocumentAI(accountType,
|
|
|
10
10
|
? 'reconciliation_card_statement_upload'
|
|
11
11
|
: 'reconciliation_bank_statement_upload',
|
|
12
12
|
purpose_id: 'reconciliation',
|
|
13
|
-
...(accountName != null && { account_name: accountName }),
|
|
14
13
|
});
|
|
15
14
|
data.append('attachment_json_0', attachment_json);
|
|
16
15
|
try {
|
package/lib/index.d.ts
CHANGED
|
@@ -123,7 +123,7 @@ import { PriorityCodeType, Task, TaskCodeType, TaskPriority, TaskStatus, TaskSta
|
|
|
123
123
|
import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
|
|
124
124
|
import { TaskGroupState } from './entity/taskGroup/taskGroupState';
|
|
125
125
|
import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
|
|
126
|
-
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';
|
|
126
|
+
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';
|
|
127
127
|
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';
|
|
128
128
|
import { Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
|
|
129
129
|
import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
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@@ -643,7 +643,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
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643
643
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export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
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644
644
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export { getNumberOfPeriods };
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645
645
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export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
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646
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-
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, };
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646
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+
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, };
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647
647
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export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, };
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648
648
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export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
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649
649
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export { getClassById } from './entity/class/classSelector';
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@@ -901,3 +901,6 @@ export { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS, BULK_UPLOAD_BAR_COMPLETE_HOLD_MS,
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901
901
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export { fetchTransactionActivityLog } from './view/transactionActivityLogView/transactionActivityLogViewReducer';
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902
902
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export { TransactionActivityLogViewSelectorView, getTransactionActivityLogView, } from './view/transactionActivityLogView/transactionActivityLogViewSelector';
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903
903
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export { UserGroup } from './entity/userGroups/userGroupsState';
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904
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+
export { SessionManager } from './entity/tenant/SessionManager';
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905
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+
export type { SessionCallbacks, SessionConfig } from './entity/tenant/sessionTypes';
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906
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+
export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
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