@zeniai/client-epic-state 5.0.92-beta0ND → 5.0.92-betaNB2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/animations.d.ts +1 -1
- package/lib/commonStateTypes/animations.js +0 -1
- package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +20 -1
- package/lib/entity/accountRecon/accountReconPayload.js +23 -1
- package/lib/entity/accountRecon/accountReconSelector.d.ts +6 -1
- package/lib/entity/accountRecon/accountReconSelector.js +5 -0
- package/lib/entity/accountRecon/accountReconState.d.ts +19 -0
- package/lib/entity/company/companyPayload.d.ts +0 -4
- package/lib/entity/company/companyPayload.js +0 -4
- package/lib/entity/company/companyStateTypes.d.ts +0 -4
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.d.ts +7 -0
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +9 -0
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +7 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +0 -1
- package/lib/entity/paymentAccount/paymentAccountSelector.js +0 -4
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/tenantPayload.d.ts +0 -1
- package/lib/entity/tenant/tenantReducer.d.ts +25 -38
- package/lib/entity/tenant/tenantReducer.js +5 -65
- package/lib/entity/tenant/tenantState.d.ts +0 -1
- package/lib/epic.d.ts +3 -6
- package/lib/epic.js +3 -7
- package/lib/esm/commonStateTypes/animations.js +0 -1
- package/lib/esm/entity/accountRecon/accountReconPayload.js +23 -1
- package/lib/esm/entity/accountRecon/accountReconSelector.js +5 -0
- package/lib/esm/entity/company/companyPayload.js +0 -4
- package/lib/esm/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +9 -0
- package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +0 -3
- package/lib/esm/entity/tenant/tenantReducer.js +3 -63
- package/lib/esm/epic.js +3 -7
- package/lib/esm/index.js +8 -11
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js +34 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +42 -0
- package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js +73 -0
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +98 -4
- package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +20 -0
- package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js +20 -0
- package/lib/esm/view/fileView/epic/deleteFileEpic.js +2 -2
- package/lib/esm/view/fileView/epic/deleteFileListEpic.js +2 -2
- package/lib/esm/view/fileView/epic/updateFileNameEpic.js +2 -2
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +50 -217
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +1 -7
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +0 -12
- package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +52 -105
- package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +1 -6
- package/lib/index.d.ts +12 -16
- package/lib/index.js +37 -49
- package/lib/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.d.ts +6 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js +38 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.d.ts +19 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +46 -0
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +83 -1
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +75 -0
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +35 -3
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +99 -5
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +5 -1
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +20 -0
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +128 -0
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +21 -0
- package/lib/view/fileView/epic/deleteFileEpic.js +1 -1
- package/lib/view/fileView/epic/deleteFileListEpic.js +1 -1
- package/lib/view/fileView/epic/updateFileNameEpic.js +1 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +0 -3
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +4 -41
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +51 -219
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +1 -5
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +2 -11
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +0 -40
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +1 -13
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +2 -28
- package/lib/view/spendManagement/commonSetup/setupViewReducer.js +53 -106
- package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +2 -7
- package/lib/view/spendManagement/commonSetup/setupViewSelector.js +1 -6
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +0 -19
- package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts +1 -1
- package/package.json +1 -1
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +0 -21
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +0 -54
- package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +0 -50
- package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +0 -42
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +0 -29
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +0 -40
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -52
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -59
- package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -14
- package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -205
- package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -28
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +0 -7
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +0 -46
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.d.ts +0 -8
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +0 -33
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +0 -9
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +0 -44
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +0 -28
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -56
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +0 -30
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -63
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +0 -33
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -17
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +0 -24
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -213
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +0 -125
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -32
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@@ -2,6 +2,7 @@ import { createSlice } from '@reduxjs/toolkit';
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import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
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import { toReconciliationAccountSource } from '../../../entity/account/accountState';
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import { toBankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
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import { toReconciliationViewSummary, } from '../types/reconciliationViewState';
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// Initial state
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export const initialReconciliationTabsState = {
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balances: {
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@@ -67,6 +68,7 @@ export const initialState = {
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refreshStatus: { fetchState: 'Not-Started', error: undefined },
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actionFetchState: initialActionFetchState,
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selectedAccountId: undefined,
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statementProcessingFailed: false,
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statementUploadChosen: false,
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reconListUIState: {
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nodeCollapseState: {},
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},
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},
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excludedAccountIDs: [],
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summary: undefined,
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};
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// Create slice with reducers
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const expenseAutomationReconciliationView = createSlice({
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fetchReconciliationSuccess: {
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reducer(draft, action) {
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if (action.payload.accountId == null) {
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? [], action.payload.reconciliation.summary);
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}
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else if (action.payload.reconciliation.reconciliation.length > 0 &&
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action.payload.reconciliation.accounts.length > 0) {
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@@ -287,6 +290,10 @@ const expenseAutomationReconciliationView = createSlice({
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updateSelectedDrawerAccountId: (draft, action) => {
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draft.selectedDrawerAccountId = action.payload.selectedDrawerAccountId;
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},
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updateStatementProcessingFailed: (draft, action) => {
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draft.statementProcessingFailed =
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action.payload.statementProcessingFailed;
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},
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initialiseLocalDataForSelectedAccountId: () => { },
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updateSelectedTab: (draft, action) => {
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const { selectedTab } = action.payload;
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},
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uploadAccountStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId]
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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accountRecon.statementUploadStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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accountRecon.parsedStatementData = undefined;
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accountRecon.statementParseStatus = {
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fetchState: 'Not-Started',
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error: undefined,
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};
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},
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uploadAccountStatementSuccess: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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error: action.payload.error,
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};
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parseStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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accountRecon.parsedStatementData = undefined;
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accountRecon.statementParseStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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},
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parseStatementSuccess: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
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fetchState: 'Completed',
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error: undefined,
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};
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
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},
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parseStatementFailure: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseStatus = {
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fetchState: 'Error',
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error: action.payload.error,
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};
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
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},
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updateParsedStatementData: (draft, action) => {
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const { accountId, selectedPeriod, parsedStatementData } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].parsedStatementData =
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parsedStatementData;
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},
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updateStatementUpdateLocalData: (draft, action) => {
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const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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if (accountRecon.localData == null) {
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accountRecon.localData = {
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};
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}
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}
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},
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submitStatementUpdate: (draft, action) => {
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draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].statementUpdateStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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},
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submitStatementUpdateSuccess: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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accountRecon.statementUpdateStatus = {
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fetchState: 'Completed',
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error: undefined,
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};
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}
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},
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submitStatementUpdateFailure: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
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accountRecon.statementUpdateStatus = {
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};
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},
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updateAccountReconciliationLocalData: (draft, action) => {
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const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].localData;
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// Export actions
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export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
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export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateStatementProcessingFailed, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, parseStatement, parseStatementSuccess, parseStatementFailure, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
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// Export reducer
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export default expenseAutomationReconciliationView.reducer;
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function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
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function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts, summary) {
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};
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});
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const oldReconciliationByAccountID = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID ?? {};
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accountIDs: [],
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reconciliationByAccountID: {},
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@@ -579,6 +665,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
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paymentAccountId: account?.payment_account_id ?? undefined,
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};
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}
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const oldRecord = oldReconciliationByAccountID[reconciliation.account_id];
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accountReconciliationRecords.reconciliationByAccountID[reconciliation.account_id] = {
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accountId: reconciliation.account_id,
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reconciliationId: reconciliation.reconciliation_id ?? undefined,
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@@ -588,14 +675,17 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
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statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
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statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
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statementParseInProgress: reconciliation.bank_status.code === 'parsing',
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statementParseStatus: { fetchState: 'Not-Started', error: undefined },
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localData: {
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accountSource: account?.reconciliation_source != null
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? toReconciliationAccountSource(account.reconciliation_source)
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: undefined,
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+
...oldRecord?.localData,
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},
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accountDetectionReason: account?.detection_info != null && account.detection_reason != null
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? account.detection_reason
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: undefined,
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+
parsedStatementData: oldRecord?.parsedStatementData,
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};
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accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
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});
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@@ -609,6 +699,9 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
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draft.fetchState = 'Completed';
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draft.error = undefined;
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}
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+
if (summary !== undefined) {
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+
draft.summary = toReconciliationViewSummary(summary);
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+
}
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}
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|
function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
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|
const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId];
|
|
@@ -676,6 +769,7 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
|
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|
statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
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statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
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statementParseInProgress: reconciliation.bank_status.code === 'parsing',
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|
+
statementParseStatus: { fetchState: 'Not-Started', error: undefined },
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localData: {},
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accountDetectionReason: undefined,
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|
};
|
|
@@ -43,6 +43,17 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
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43
43
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error: undefined,
|
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44
|
})
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45
|
: { fetchState: 'Not-Started', error: undefined };
|
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|
+
const monthEndChecksForPeriod = selectedPeriod != null
|
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47
|
+
? monthEndCloseChecksState.monthEndCloseChecksByTenantId[currentTenant.tenantId]?.[toMonthYearPeriodId(selectedPeriod)]
|
|
48
|
+
: undefined;
|
|
49
|
+
const reconCheckTimeSaved = monthEndChecksForPeriod?.monthEndCloseCheckList.find((check) => check.title === 'Reconciliation')?.progressJson?.timeSavedPercentage;
|
|
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|
+
const summaryWithTimeSaved = reconciliationViewState.summary != null
|
|
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|
+
? {
|
|
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|
+
...reconciliationViewState.summary,
|
|
53
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+
timeSavedPercentage: reconCheckTimeSaved ??
|
|
54
|
+
reconciliationViewState.summary.timeSavedPercentage,
|
|
55
|
+
}
|
|
56
|
+
: undefined;
|
|
46
57
|
if (accountReconForMonthYearPeriod == null) {
|
|
47
58
|
return {
|
|
48
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|
bankAccounts: [],
|
|
@@ -66,6 +77,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
66
77
|
selectedTab: reconciliationViewState.selectedTab,
|
|
67
78
|
monthYearPeriod: selectedPeriod,
|
|
68
79
|
selectedAccountId: reconciliationViewState.selectedAccountId,
|
|
80
|
+
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
|
|
69
81
|
statementUploadChosen: reconciliationViewState.statementUploadChosen,
|
|
70
82
|
accountReconciliationsByAccountID: {},
|
|
71
83
|
reconciliationTabsState: initialReconciliationTabsState,
|
|
@@ -115,6 +127,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
115
127
|
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
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128
|
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
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|
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
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|
+
summary: summaryWithTimeSaved,
|
|
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131
|
};
|
|
119
132
|
}
|
|
120
133
|
const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
|
|
@@ -239,6 +252,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
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252
|
.refreshStatus,
|
|
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|
statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
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|
.statementDeleteStatus,
|
|
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|
+
statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
256
|
+
.statementParseStatus,
|
|
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257
|
statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
243
258
|
.statementUpdateStatus,
|
|
244
259
|
statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
@@ -247,6 +262,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
247
262
|
.localData,
|
|
248
263
|
statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
249
264
|
.statementParseInProgress,
|
|
265
|
+
parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
266
|
+
.parsedStatementData,
|
|
250
267
|
transactionFetchState: reduceAnyFetchState([
|
|
251
268
|
accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
252
269
|
.transactionFetchState,
|
|
@@ -315,6 +332,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
315
332
|
statementUpdateStatus: { fetchState: 'Not-Started' },
|
|
316
333
|
statementUploadStatus: { fetchState: 'Not-Started' },
|
|
317
334
|
statementDeleteStatus: { fetchState: 'Not-Started' },
|
|
335
|
+
statementParseStatus: { fetchState: 'Not-Started' },
|
|
318
336
|
localData: {},
|
|
319
337
|
connectionInProgress: false,
|
|
320
338
|
statementParseInProgress: false,
|
|
@@ -403,6 +421,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
403
421
|
refreshStatus: reconciliationViewState.refreshStatus,
|
|
404
422
|
selectedTab: reconciliationViewState.selectedTab,
|
|
405
423
|
selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
|
|
424
|
+
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
|
|
406
425
|
statementUploadChosen: reconciliationViewState.statementUploadChosen,
|
|
407
426
|
monthYearPeriod: selectedPeriod,
|
|
408
427
|
accountReconciliationBySectionID,
|
|
@@ -423,6 +442,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
|
|
|
423
442
|
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
424
443
|
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
425
444
|
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
445
|
+
summary: summaryWithTimeSaved,
|
|
426
446
|
};
|
|
427
447
|
});
|
|
428
448
|
export const isAccountReconReport = (reportId) => {
|
|
@@ -1,4 +1,24 @@
|
|
|
1
1
|
import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
|
|
2
|
+
export function toReconciliationViewSummary(payload) {
|
|
3
|
+
return {
|
|
4
|
+
accounts: {
|
|
5
|
+
done: payload.accounts.done,
|
|
6
|
+
failed: payload.accounts.failed,
|
|
7
|
+
inProgress: payload.accounts.in_progress,
|
|
8
|
+
total: payload.accounts.total,
|
|
9
|
+
},
|
|
10
|
+
accountsToConnectCount: payload.accounts_to_connect_count,
|
|
11
|
+
autoMatched: {
|
|
12
|
+
matchedTxns: payload.auto_matched.matched_txns,
|
|
13
|
+
totalTxns: payload.auto_matched.total_txns,
|
|
14
|
+
},
|
|
15
|
+
needsReview: {
|
|
16
|
+
accountCount: payload.needs_review.account_count,
|
|
17
|
+
txnCount: payload.needs_review.txn_count,
|
|
18
|
+
},
|
|
19
|
+
timeSavedPercentage: payload.time_saved_percentage,
|
|
20
|
+
};
|
|
21
|
+
}
|
|
2
22
|
export const RECONCILE_ACTIONS = [
|
|
3
23
|
'reconcile',
|
|
4
24
|
'save_reconcile_for_later',
|
|
@@ -1,9 +1,9 @@
|
|
|
1
1
|
import { of } from 'rxjs';
|
|
2
|
-
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
2
|
+
import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
|
|
3
3
|
import { removeFiles } from '../../../entity/file/fileReducer';
|
|
4
4
|
import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
|
|
5
5
|
import { deleteFile, deleteFileFailure, deleteFileSuccess, } from '../fileViewReducer';
|
|
6
|
-
export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match),
|
|
6
|
+
export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match), switchMap((action) => {
|
|
7
7
|
/**
|
|
8
8
|
* tenantId is required for deleting onboarding files.
|
|
9
9
|
*/
|
|
@@ -1,9 +1,9 @@
|
|
|
1
1
|
import { of } from 'rxjs';
|
|
2
|
-
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
2
|
+
import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
|
|
3
3
|
import { removeFiles } from '../../../entity/file/fileReducer';
|
|
4
4
|
import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
|
|
5
5
|
import { deleteFileList, deleteFileListFailure, deleteFileListSuccess, } from '../fileViewReducer';
|
|
6
|
-
export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match),
|
|
6
|
+
export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match), switchMap((action) => {
|
|
7
7
|
const { fileIds } = action.payload;
|
|
8
8
|
return zeniAPI
|
|
9
9
|
.deleteAndGetJSON(`${zeniAPI.apiEndPoints.fileMicroServiceBaseUrl}/1.0/files?query=${encodeURIComponent(JSON.stringify({ file_ids: fileIds }))}`)
|
|
@@ -1,9 +1,9 @@
|
|
|
1
1
|
import { of } from 'rxjs';
|
|
2
|
-
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
2
|
+
import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
|
|
3
3
|
import { updateFiles } from '../../../entity/file/fileReducer';
|
|
4
4
|
import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
|
|
5
5
|
import { updateFileName, updateFileNameFailure, updateFileNameSuccess, } from '../fileViewReducer';
|
|
6
|
-
export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match),
|
|
6
|
+
export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), switchMap((action) => {
|
|
7
7
|
/**
|
|
8
8
|
* tenantId is required for updating onboarding file names.
|
|
9
9
|
*/
|
|
@@ -1,7 +1,5 @@
|
|
|
1
1
|
import { createSlice } from '@reduxjs/toolkit';
|
|
2
2
|
import { date } from '../../../zeniDayJS';
|
|
3
|
-
import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
|
|
4
|
-
import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
|
|
5
3
|
const initialStatus = {
|
|
6
4
|
fetchState: 'Not-Started',
|
|
7
5
|
error: undefined,
|
|
@@ -11,31 +9,61 @@ export const initialState = {
|
|
|
11
9
|
saveStatus: initialStatus,
|
|
12
10
|
dashboardLoadedStatus: initialStatus,
|
|
13
11
|
currentStep: 'link_payment_account',
|
|
14
|
-
parsingDocumentFileIds: [],
|
|
15
12
|
companyDetails: {
|
|
16
|
-
autoFilledFields: [],
|
|
17
13
|
localData: undefined,
|
|
18
14
|
},
|
|
19
|
-
companyOfficerUpdateStatus:
|
|
20
|
-
|
|
21
|
-
autoFilledFields: [],
|
|
15
|
+
companyOfficerUpdateStatus: {
|
|
16
|
+
Officer_1: {
|
|
22
17
|
localData: undefined,
|
|
23
18
|
sendOtpStatus: initialStatus,
|
|
24
19
|
otpverificationStatus: initialStatus,
|
|
25
|
-
}
|
|
26
|
-
|
|
27
|
-
|
|
28
|
-
|
|
29
|
-
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
|
|
38
|
-
|
|
20
|
+
},
|
|
21
|
+
Officer_2: {
|
|
22
|
+
localData: undefined,
|
|
23
|
+
sendOtpStatus: initialStatus,
|
|
24
|
+
otpverificationStatus: initialStatus,
|
|
25
|
+
},
|
|
26
|
+
Officer_3: {
|
|
27
|
+
localData: undefined,
|
|
28
|
+
sendOtpStatus: initialStatus,
|
|
29
|
+
otpverificationStatus: initialStatus,
|
|
30
|
+
},
|
|
31
|
+
Officer_4: {
|
|
32
|
+
localData: undefined,
|
|
33
|
+
sendOtpStatus: initialStatus,
|
|
34
|
+
otpverificationStatus: initialStatus,
|
|
35
|
+
},
|
|
36
|
+
Officer_5: {
|
|
37
|
+
localData: undefined,
|
|
38
|
+
sendOtpStatus: initialStatus,
|
|
39
|
+
otpverificationStatus: initialStatus,
|
|
40
|
+
},
|
|
41
|
+
Officer_6: {
|
|
42
|
+
localData: undefined,
|
|
43
|
+
sendOtpStatus: initialStatus,
|
|
44
|
+
otpverificationStatus: initialStatus,
|
|
45
|
+
},
|
|
46
|
+
Officer_7: {
|
|
47
|
+
localData: undefined,
|
|
48
|
+
sendOtpStatus: initialStatus,
|
|
49
|
+
otpverificationStatus: initialStatus,
|
|
50
|
+
},
|
|
51
|
+
Officer_8: {
|
|
52
|
+
localData: undefined,
|
|
53
|
+
sendOtpStatus: initialStatus,
|
|
54
|
+
otpverificationStatus: initialStatus,
|
|
55
|
+
},
|
|
56
|
+
Officer_9: {
|
|
57
|
+
localData: undefined,
|
|
58
|
+
sendOtpStatus: initialStatus,
|
|
59
|
+
otpverificationStatus: initialStatus,
|
|
60
|
+
},
|
|
61
|
+
Officer_10: {
|
|
62
|
+
localData: undefined,
|
|
63
|
+
sendOtpStatus: initialStatus,
|
|
64
|
+
otpverificationStatus: initialStatus,
|
|
65
|
+
},
|
|
66
|
+
},
|
|
39
67
|
primaryContactDetails: {},
|
|
40
68
|
paymentAccountDetails: {
|
|
41
69
|
fetchStatus: initialStatus,
|
|
@@ -63,7 +91,6 @@ export const initialState = {
|
|
|
63
91
|
},
|
|
64
92
|
fetchState: 'Not-Started',
|
|
65
93
|
error: undefined,
|
|
66
|
-
aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
|
|
67
94
|
uiState: {
|
|
68
95
|
isQBOPopupOpen: false,
|
|
69
96
|
isCardPaymentPopupOpen: false,
|
|
@@ -153,126 +180,6 @@ const onboardingCustomerView = createSlice({
|
|
|
153
180
|
};
|
|
154
181
|
},
|
|
155
182
|
},
|
|
156
|
-
acknowledgeOnboardingAiFinanceTeam: {
|
|
157
|
-
reducer(draft) {
|
|
158
|
-
draft.aiFinanceTeamAcknowledgementStatus = {
|
|
159
|
-
fetchState: 'In-Progress',
|
|
160
|
-
error: undefined,
|
|
161
|
-
};
|
|
162
|
-
},
|
|
163
|
-
prepare(companyId) {
|
|
164
|
-
return {
|
|
165
|
-
payload: { companyId },
|
|
166
|
-
};
|
|
167
|
-
},
|
|
168
|
-
},
|
|
169
|
-
acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
|
|
170
|
-
draft.aiFinanceTeamAcknowledgementStatus = {
|
|
171
|
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};
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acknowledgeOnboardingAiFinanceTeamFailure: {
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acknowledgeOnboardingAiActivationViewed: {
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prepare(companyId) {
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},
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},
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acknowledgeOnboardingAiActivationViewedSuccess(draft) {
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draft.aiActivationViewedAcknowledgementStatus = {
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fetchState: 'Completed',
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};
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},
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acknowledgeOnboardingAiActivationViewedFailure: {
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reducer(draft, action) {
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draft.aiActivationViewedAcknowledgementStatus = {
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fetchState: 'Error',
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error: action.payload,
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};
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},
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prepare(error) {
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return {
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payload: error,
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};
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},
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},
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fetchAiAgentsActivationStatus(draft) {
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draft.aiAgentsActivation.fetchStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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},
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fetchAiAgentsActivationStatusSuccess: {
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reducer(draft, action) {
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draft.aiAgentsActivation.fetchStatus = {
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fetchState: 'Completed',
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error: undefined,
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};
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draft.aiAgentsActivation.phases = action.payload.phases;
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draft.aiAgentsActivation.counts = action.payload.counts;
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},
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prepare(payload) {
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return { payload };
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},
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},
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|
-
fetchAiAgentsActivationStatusFailure: {
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|
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reducer(draft, action) {
|
|
241
|
-
draft.aiAgentsActivation.fetchStatus = {
|
|
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|
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fetchState: 'Error',
|
|
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|
-
error: action.payload,
|
|
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|
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};
|
|
245
|
-
},
|
|
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|
-
prepare(error) {
|
|
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|
-
return { payload: error };
|
|
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|
-
},
|
|
249
|
-
},
|
|
250
|
-
aiAgentsActivationCountsUpdated: {
|
|
251
|
-
reducer(draft, action) {
|
|
252
|
-
draft.aiAgentsActivation.counts = {
|
|
253
|
-
...draft.aiAgentsActivation.counts,
|
|
254
|
-
...action.payload,
|
|
255
|
-
};
|
|
256
|
-
},
|
|
257
|
-
prepare(payload) {
|
|
258
|
-
return { payload };
|
|
259
|
-
},
|
|
260
|
-
},
|
|
261
|
-
aiAgentsActivationPhaseChanged: {
|
|
262
|
-
reducer(draft, action) {
|
|
263
|
-
const target = draft.aiAgentsActivation.phases;
|
|
264
|
-
const index = target.findIndex((phase) => phase.key === action.payload.key);
|
|
265
|
-
if (index === -1) {
|
|
266
|
-
target.push(action.payload);
|
|
267
|
-
}
|
|
268
|
-
else {
|
|
269
|
-
target[index] = { ...target[index], ...action.payload };
|
|
270
|
-
}
|
|
271
|
-
},
|
|
272
|
-
prepare(payload) {
|
|
273
|
-
return { payload };
|
|
274
|
-
},
|
|
275
|
-
},
|
|
276
183
|
updateOnboardingCustomerViewDashboardLoaded: {
|
|
277
184
|
reducer(draft) {
|
|
278
185
|
draft.dashboardLoadedStatus = {
|
|
@@ -685,81 +592,7 @@ const onboardingCustomerView = createSlice({
|
|
|
685
592
|
clearOnboardingCustomerView(draft) {
|
|
686
593
|
Object.assign(draft, initialState);
|
|
687
594
|
},
|
|
688
|
-
/** Merge AI-parsed officer fields into the officer's onboarding localData. */
|
|
689
|
-
applyKycDocumentAutofillForOnboarding: {
|
|
690
|
-
reducer(draft, action) {
|
|
691
|
-
const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
|
|
692
|
-
const slot = draft.companyOfficerUpdateStatus[officerType];
|
|
693
|
-
slot.localData = Object.assign({}, slot.localData, values);
|
|
694
|
-
slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
|
|
695
|
-
draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
|
|
696
|
-
},
|
|
697
|
-
prepare(payload) {
|
|
698
|
-
return { payload };
|
|
699
|
-
},
|
|
700
|
-
},
|
|
701
|
-
/** Merge AI-parsed company fields into companyDetails onboarding localData. */
|
|
702
|
-
applyKybDocumentAutofillForOnboarding: {
|
|
703
|
-
reducer(draft, action) {
|
|
704
|
-
const { values, autoFilledFieldNames, fileId } = action.payload;
|
|
705
|
-
draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
|
|
706
|
-
const prev = draft.companyDetails.autoFilledFields ?? [];
|
|
707
|
-
draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
|
|
708
|
-
draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
|
|
709
|
-
},
|
|
710
|
-
prepare(payload) {
|
|
711
|
-
return { payload };
|
|
712
|
-
},
|
|
713
|
-
},
|
|
714
|
-
/** Wipe AI-autofill badges during onboarding. */
|
|
715
|
-
clearKycKybAutofillForOnboarding: {
|
|
716
|
-
reducer(draft, action) {
|
|
717
|
-
const { officerType } = action.payload;
|
|
718
|
-
if (officerType != null) {
|
|
719
|
-
draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
|
|
720
|
-
}
|
|
721
|
-
else {
|
|
722
|
-
draft.companyDetails.autoFilledFields = [];
|
|
723
|
-
Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
|
|
724
|
-
draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
|
|
725
|
-
});
|
|
726
|
-
}
|
|
727
|
-
},
|
|
728
|
-
prepare(payload = {}) {
|
|
729
|
-
return { payload };
|
|
730
|
-
},
|
|
731
|
-
},
|
|
732
|
-
},
|
|
733
|
-
extraReducers: (builder) => {
|
|
734
|
-
const addParsingFileId = (draft, fileId) => {
|
|
735
|
-
if (!draft.parsingDocumentFileIds.includes(fileId)) {
|
|
736
|
-
draft.parsingDocumentFileIds.push(fileId);
|
|
737
|
-
}
|
|
738
|
-
};
|
|
739
|
-
const removeParsingFileId = (draft, fileId) => {
|
|
740
|
-
draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
|
|
741
|
-
};
|
|
742
|
-
builder.addCase(parseUploadedKycDocument, (draft, action) => {
|
|
743
|
-
if (action.payload.target === 'onboarding') {
|
|
744
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
745
|
-
}
|
|
746
|
-
});
|
|
747
|
-
builder.addCase(parseUploadedKybDocument, (draft, action) => {
|
|
748
|
-
if (action.payload.target === 'onboarding') {
|
|
749
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
750
|
-
}
|
|
751
|
-
});
|
|
752
|
-
builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
|
|
753
|
-
if (action.payload.target === 'onboarding') {
|
|
754
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
755
|
-
}
|
|
756
|
-
});
|
|
757
|
-
builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
|
|
758
|
-
if (action.payload.target === 'onboarding') {
|
|
759
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
760
|
-
}
|
|
761
|
-
});
|
|
762
595
|
},
|
|
763
596
|
});
|
|
764
|
-
export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure,
|
|
597
|
+
export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
|
|
765
598
|
export default onboardingCustomerView.reducer;
|