@zeniai/client-epic-state 5.0.92-betaNB2 → 5.0.92
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +1 -20
- package/lib/entity/accountRecon/accountReconPayload.js +1 -23
- package/lib/entity/accountRecon/accountReconSelector.d.ts +1 -6
- package/lib/entity/accountRecon/accountReconSelector.js +0 -5
- package/lib/entity/accountRecon/accountReconState.d.ts +0 -19
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.d.ts +0 -7
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +0 -9
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +0 -7
- package/lib/epic.d.ts +1 -3
- package/lib/epic.js +1 -3
- package/lib/esm/entity/accountRecon/accountReconPayload.js +1 -23
- package/lib/esm/entity/accountRecon/accountReconSelector.js +0 -5
- package/lib/esm/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +0 -9
- package/lib/esm/epic.js +1 -3
- package/lib/esm/index.js +2 -2
- package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js +0 -73
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +4 -98
- package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -20
- package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js +0 -20
- package/lib/index.d.ts +5 -5
- package/lib/index.js +33 -41
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +1 -83
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +0 -75
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +3 -35
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +5 -99
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +1 -5
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -20
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +0 -128
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +0 -21
- package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts +1 -1
- package/package.json +1 -1
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js +0 -34
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +0 -42
- package/lib/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.d.ts +0 -6
- package/lib/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js +0 -38
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.d.ts +0 -19
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +0 -46
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
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exports.transformParseStatementPayloadToState = transformParseStatementPayloadToState;
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exports.transformStatementUpdateStateToPayload = transformStatementUpdateStateToPayload;
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const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
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const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
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const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
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@@ -72,76 +70,3 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
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});
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return reviewTransactionsPayload;
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}
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function transformParseStatementPayloadToState(payload) {
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return {
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statementUpload: {
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account: {
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accountId: payload.statement_upload.account.account_id,
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accountName: payload.statement_upload.account.account_name,
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accountType: payload.statement_upload.account.account_type,
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currencyCode: payload.statement_upload.account.currency_code,
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last4Digits: payload.statement_upload.account.last_4_digits,
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},
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file: {
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fileId: payload.statement_upload.file.file_id,
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fileName: payload.statement_upload.file.file_name,
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signedUrl: payload.statement_upload.file.signed_url,
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},
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statementMeta: {
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closingBalance: payload.statement_upload.statement_meta.closing_balance,
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openingBalance: payload.statement_upload.statement_meta.opening_balance,
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statementDataStatus: payload.statement_upload.statement_meta.statement_data_status,
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statementEndDate: payload.statement_upload.statement_meta.statement_end_date,
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statementStartDate: payload.statement_upload.statement_meta.statement_start_date,
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statementStatus: payload.statement_upload.statement_meta.statement_status,
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statementUploadId: payload.statement_upload.statement_meta.statement_upload_id,
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totalDeposits: payload.statement_upload.statement_meta.total_deposits,
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totalPayments: payload.statement_upload.statement_meta.total_payments,
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},
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statementTransactions: payload.statement_upload.statement_transactions.map((txn) => ({
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amount: txn.amount,
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citations: txn.citation.map((c) => ({
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boundingBoxes: c.bounding_boxes,
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page: c.page,
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referenceText: c.reference_text,
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})),
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isUserAdded: txn.is_user_added,
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isUserEdited: txn.is_user_edited,
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statementTransactionId: txn.statement_transaction_id,
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transactionDate: txn.transaction_date,
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transactionDirection: txn.transaction_direction,
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transactionMemo: txn.transaction_memo,
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})),
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},
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};
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}
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function transformStatementUpdateStateToPayload(localData) {
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const { statementMeta, statementTransactions } = localData;
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return {
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statement_meta: {
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opening_balance: statementMeta.openingBalance,
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statement_end_date: statementMeta.statementEndDate,
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statement_start_date: statementMeta.statementStartDate,
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total_deposits: statementMeta.totalDeposits,
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total_payments: statementMeta.totalPayments,
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},
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statement_transactions: {
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added: statementTransactions.added.map((txn) => ({
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amount: txn.amount,
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transaction_date: txn.transactionDate,
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transaction_direction: txn.transactionDirection,
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transaction_memo: txn.transactionMemo,
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})),
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deleted_ids: statementTransactions.deletedIds,
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updated: statementTransactions.updated
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.filter((txn) => txn.statementTransactionId != null)
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.map((txn) => ({
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amount: txn.amount,
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statement_transaction_id: txn.statementTransactionId,
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transaction_date: txn.transactionDate,
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transaction_direction: txn.transactionDirection,
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transaction_memo: txn.transactionMemo,
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})),
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},
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};
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}
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@@ -5,7 +5,7 @@ import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
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import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
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import { ZeniAPIStatus } from '../../../responsePayload';
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import { ExcludedAccountFromReconciliationPayload, ReconciliationPayload, UploadStatementDocumentAIPayload } from '../payload/reconciliationPayload';
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import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload,
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import { AccountReconciliationLocalData, ActionFetchStates, ExcludeAccountFromReconciliationPayload, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
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export declare const initialReconciliationTabsState: ReconciliationTabsState;
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export declare const initialActionFetchState: ActionFetchStates;
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export declare const initialState: ReconciliationViewState;
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@@ -52,9 +52,7 @@ export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreat
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variancePercentage?: number;
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}, "expenseAutomationReconciliationView/updateBalancesLocalData">, initialiseLocalDataForSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/initialiseLocalDataForSelectedAccountId">, clearExpenseAutomationReconciliationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/clearExpenseAutomationReconciliationView">, updateSelectedDrawerAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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selectedDrawerAccountId?: ID;
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}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">,
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statementProcessingFailed: boolean;
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}, "expenseAutomationReconciliationView/updateStatementProcessingFailed">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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sortKey: ReconReviewSortKey;
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sortOrder: SortOrder;
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}, "expenseAutomationReconciliationView/updateReviewTabSortState">, initializeReconciliationReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[localData: Record<string, ReconciliationReviewTabLocalData>], {
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accountId: ID;
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error: ZeniAPIStatus;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/uploadAccountStatementFailure">,
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accountId: ID;
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selectedPeriod: MonthYearPeriod;
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statementUploadId: ID;
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}, "expenseAutomationReconciliationView/parseStatement">, parseStatementSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/parseStatementSuccess">, parseStatementFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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error: ZeniAPIStatus;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/parseStatementFailure">, updateParsedStatementData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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parsedStatementData: ParsedStatementData;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/updateParsedStatementData">, updateStatementUpdateLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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selectedPeriod: MonthYearPeriod;
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statementUpdateLocalData: StatementUpdateLocalData;
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}, "expenseAutomationReconciliationView/updateStatementUpdateLocalData">, submitStatementUpdate: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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selectedPeriod: MonthYearPeriod;
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statementUploadId: string;
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}, "expenseAutomationReconciliationView/submitStatementUpdate">, submitStatementUpdateSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/submitStatementUpdateSuccess">, submitStatementUpdateFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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accountId: ID;
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error: ZeniAPIStatus;
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selectedPeriod: MonthYearPeriod;
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}, "expenseAutomationReconciliationView/submitStatementUpdateFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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}, "expenseAutomationReconciliationView/uploadAccountStatementFailure">, updateStatementUploadChosen: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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statementUploadChosen: boolean;
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}, "expenseAutomationReconciliationView/updateStatementUploadChosen">, updateNodeCollapseState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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collapsed: boolean;
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"use strict";
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var _a;
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exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.
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exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.uploadAccountStatementFailure = exports.uploadAccountStatementSuccess = exports.uploadAccountStatement = exports.includeAccountInReconciliationFailure = exports.includeAccountInReconciliationSuccess = exports.includeAccountInReconciliation = exports.excludeAccountFromReconciliationFailure = exports.excludeAccountFromReconciliationSuccess = exports.excludeAccountFromReconciliation = exports.deleteAccountStatementFailure = exports.deleteAccountStatementSuccess = exports.deleteAccountStatement = exports.updateAccountReconciliationLocalData = exports.updateReconListScrollPosition = exports.updateSaveReconciliationReviewFetchStatus = exports.saveReconciliationReview = exports.updateReviewTabLocalData = exports.initializeReconciliationReviewTabLocalData = exports.updateReviewTabSortState = exports.updateSelectedDrawerAccountId = exports.clearExpenseAutomationReconciliationView = exports.initialiseLocalDataForSelectedAccountId = exports.updateBalancesLocalData = exports.updateSelectedTab = exports.saveReconciliationDetailSuccess = exports.updateReconcileTabListScrollState = exports.updateReconcileTabListSortState = exports.updateReconcileTabLocalData = exports.setStatementParseInProgress = exports.setConnectionInProgressForAccount = exports.updateSelectedAccountId = exports.saveReconciliationDetailFailure = exports.saveReconciliationDetail = exports.fetchReconciliationSuccess = exports.fetchReconciliationFailure = exports.fetchReconciliation = exports.initialState = exports.initialActionFetchState = exports.initialReconciliationTabsState = void 0;
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const toolkit_1 = require("@reduxjs/toolkit");
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const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
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const accountState_1 = require("../../../entity/account/accountState");
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const accountReconState_1 = require("../../../entity/accountRecon/accountReconState");
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const reconciliationViewState_1 = require("../types/reconciliationViewState");
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// Initial state
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exports.initialReconciliationTabsState = {
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balances: {
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refreshStatus: { fetchState: 'Not-Started', error: undefined },
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actionFetchState: exports.initialActionFetchState,
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selectedAccountId: undefined,
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statementUploadChosen: false,
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reconListUIState: {
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nodeCollapseState: {},
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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 = (0, toolkit_1.createSlice)({
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fetchReconciliationSuccess: {
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reducer(draft, action) {
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if (action.payload.accountId == null) {
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []
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updateAllReconciliation(draft, action.payload.reconciliation.accounts, action.payload.selectedPeriod, action.payload.reconciliation.reconciliation, action.payload.refreshViewInBackground, action.payload.reconciliation.excluded_accounts ?? []);
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}
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else if (action.payload.reconciliation.reconciliation.length > 0 &&
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action.payload.reconciliation.accounts.length > 0) {
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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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},
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initialiseLocalDataForSelectedAccountId: () => { },
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updateSelectedTab: (draft, action) => {
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const { selectedTab } = action.payload;
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uploadAccountStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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accountRecon.statementUploadStatus = {
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementUploadStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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accountRecon.parsedStatementData = undefined;
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accountRecon.statementParseStatus = {
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parseStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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@@ -613,10 +528,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
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|
// Export actions
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-
_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.
|
|
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|
+
_a = expenseAutomationReconciliationView.actions, exports.fetchReconciliation = _a.fetchReconciliation, exports.fetchReconciliationFailure = _a.fetchReconciliationFailure, exports.fetchReconciliationSuccess = _a.fetchReconciliationSuccess, exports.saveReconciliationDetail = _a.saveReconciliationDetail, exports.saveReconciliationDetailFailure = _a.saveReconciliationDetailFailure, exports.updateSelectedAccountId = _a.updateSelectedAccountId, exports.setConnectionInProgressForAccount = _a.setConnectionInProgressForAccount, exports.setStatementParseInProgress = _a.setStatementParseInProgress, exports.updateReconcileTabLocalData = _a.updateReconcileTabLocalData, exports.updateReconcileTabListSortState = _a.updateReconcileTabListSortState, exports.updateReconcileTabListScrollState = _a.updateReconcileTabListScrollState, exports.saveReconciliationDetailSuccess = _a.saveReconciliationDetailSuccess, exports.updateSelectedTab = _a.updateSelectedTab, exports.updateBalancesLocalData = _a.updateBalancesLocalData, exports.initialiseLocalDataForSelectedAccountId = _a.initialiseLocalDataForSelectedAccountId, exports.clearExpenseAutomationReconciliationView = _a.clearExpenseAutomationReconciliationView, exports.updateSelectedDrawerAccountId = _a.updateSelectedDrawerAccountId, exports.updateReviewTabSortState = _a.updateReviewTabSortState, exports.initializeReconciliationReviewTabLocalData = _a.initializeReconciliationReviewTabLocalData, exports.updateReviewTabLocalData = _a.updateReviewTabLocalData, exports.saveReconciliationReview = _a.saveReconciliationReview, exports.updateSaveReconciliationReviewFetchStatus = _a.updateSaveReconciliationReviewFetchStatus, exports.updateReconListScrollPosition = _a.updateReconListScrollPosition, exports.updateAccountReconciliationLocalData = _a.updateAccountReconciliationLocalData, exports.deleteAccountStatement = _a.deleteAccountStatement, exports.deleteAccountStatementSuccess = _a.deleteAccountStatementSuccess, exports.deleteAccountStatementFailure = _a.deleteAccountStatementFailure, exports.excludeAccountFromReconciliation = _a.excludeAccountFromReconciliation, exports.excludeAccountFromReconciliationSuccess = _a.excludeAccountFromReconciliationSuccess, exports.excludeAccountFromReconciliationFailure = _a.excludeAccountFromReconciliationFailure, exports.includeAccountInReconciliation = _a.includeAccountInReconciliation, exports.includeAccountInReconciliationSuccess = _a.includeAccountInReconciliationSuccess, exports.includeAccountInReconciliationFailure = _a.includeAccountInReconciliationFailure, exports.uploadAccountStatement = _a.uploadAccountStatement, exports.uploadAccountStatementSuccess = _a.uploadAccountStatementSuccess, exports.uploadAccountStatementFailure = _a.uploadAccountStatementFailure, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
|
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|
// Export reducer
|
|
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533
|
exports.default = expenseAutomationReconciliationView.reducer;
|
|
619
|
-
function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts
|
|
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|
+
function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliationData, refreshViewInBackground, excludedAccounts) {
|
|
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|
draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
|
|
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536
|
draft.excludedAccountExclusionInfo = {};
|
|
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|
excludedAccounts.forEach((ea) => {
|
|
@@ -645,7 +560,6 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
645
560
|
: undefined,
|
|
646
561
|
};
|
|
647
562
|
});
|
|
648
|
-
const oldReconciliationByAccountID = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID ?? {};
|
|
649
563
|
draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = {
|
|
650
564
|
accountIDs: [],
|
|
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565
|
reconciliationByAccountID: {},
|
|
@@ -669,7 +583,6 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
669
583
|
paymentAccountId: account?.payment_account_id ?? undefined,
|
|
670
584
|
};
|
|
671
585
|
}
|
|
672
|
-
const oldRecord = oldReconciliationByAccountID[reconciliation.account_id];
|
|
673
586
|
accountReconciliationRecords.reconciliationByAccountID[reconciliation.account_id] = {
|
|
674
587
|
accountId: reconciliation.account_id,
|
|
675
588
|
reconciliationId: reconciliation.reconciliation_id ?? undefined,
|
|
@@ -679,17 +592,14 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
679
592
|
statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
|
|
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|
statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
|
|
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594
|
statementParseInProgress: reconciliation.bank_status.code === 'parsing',
|
|
682
|
-
statementParseStatus: { fetchState: 'Not-Started', error: undefined },
|
|
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595
|
localData: {
|
|
684
596
|
accountSource: account?.reconciliation_source != null
|
|
685
597
|
? (0, accountState_1.toReconciliationAccountSource)(account.reconciliation_source)
|
|
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598
|
: undefined,
|
|
687
|
-
...oldRecord?.localData,
|
|
688
599
|
},
|
|
689
600
|
accountDetectionReason: account?.detection_info != null && account.detection_reason != null
|
|
690
601
|
? account.detection_reason
|
|
691
602
|
: undefined,
|
|
692
|
-
parsedStatementData: oldRecord?.parsedStatementData,
|
|
693
603
|
};
|
|
694
604
|
accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
|
|
695
605
|
});
|
|
@@ -703,9 +613,6 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
703
613
|
draft.fetchState = 'Completed';
|
|
704
614
|
draft.error = undefined;
|
|
705
615
|
}
|
|
706
|
-
if (summary !== undefined) {
|
|
707
|
-
draft.summary = (0, reconciliationViewState_1.toReconciliationViewSummary)(summary);
|
|
708
|
-
}
|
|
709
616
|
}
|
|
710
617
|
function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
|
|
711
618
|
const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
|
|
@@ -773,7 +680,6 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
|
|
|
773
680
|
statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
|
|
774
681
|
statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
|
|
775
682
|
statementParseInProgress: reconciliation.bank_status.code === 'parsing',
|
|
776
|
-
statementParseStatus: { fetchState: 'Not-Started', error: undefined },
|
|
777
683
|
localData: {},
|
|
778
684
|
accountDetectionReason: undefined,
|
|
779
685
|
};
|
|
@@ -9,7 +9,7 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
|
|
|
9
9
|
import { ClassBase } from '../../../entity/class/classState';
|
|
10
10
|
import { Vendor } from '../../../entity/vendor/vendorState';
|
|
11
11
|
import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
|
|
12
|
-
import { AccountReconciliationLocalData, ActionFetchStates,
|
|
12
|
+
import { AccountReconciliationLocalData, ActionFetchStates, ReconListUIState, ReconciliationTabsState, ReconciliationViewTabType } from '../types/reconciliationViewState';
|
|
13
13
|
export declare const ALL_ACCOUNT_RECON_SECTION_IDS: readonly ["assets", "liabilities"];
|
|
14
14
|
export declare const toAccountReconSectionID: (v: string) => "assets" | "liabilities";
|
|
15
15
|
export type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;
|
|
@@ -37,12 +37,10 @@ export interface ExpenseAutomationReconciliationViewSelector {
|
|
|
37
37
|
refreshStatus: FetchStateAndError;
|
|
38
38
|
reviewTabSelectedVendorByTransactionId: Record<ID, Vendor>;
|
|
39
39
|
selectedTab: ReconciliationViewTabType;
|
|
40
|
-
statementProcessingFailed: boolean;
|
|
41
40
|
statementUploadChosen: boolean;
|
|
42
41
|
selectedAccountId?: ID;
|
|
43
42
|
selectedDrawerAccountId?: ID;
|
|
44
43
|
selectedReconAccount?: AccountReconciliationByAccount;
|
|
45
|
-
summary?: ReconciliationViewSummary;
|
|
46
44
|
}
|
|
47
45
|
export interface AccountReconciliationBySection {
|
|
48
46
|
accountIDs: ID[];
|
|
@@ -61,11 +59,9 @@ export interface AccountReconciliationByAccount {
|
|
|
61
59
|
refreshStatus: FetchStateAndError;
|
|
62
60
|
statementDeleteStatus: FetchStateAndError;
|
|
63
61
|
statementParseInProgress: boolean;
|
|
64
|
-
statementParseStatus: FetchStateAndError;
|
|
65
62
|
statementUpdateStatus: FetchStateAndError;
|
|
66
63
|
statementUploadStatus: FetchStateAndError;
|
|
67
64
|
transactionFetchState: FetchStateAndError;
|
|
68
65
|
accountDetectionReason?: string;
|
|
69
|
-
parsedStatementData?: ParsedStatementData;
|
|
70
66
|
paymentAccountId?: ID;
|
|
71
67
|
}
|
|
@@ -49,17 +49,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
49
49
|
error: undefined,
|
|
50
50
|
})
|
|
51
51
|
: { fetchState: 'Not-Started', error: undefined };
|
|
52
|
-
const monthEndChecksForPeriod = selectedPeriod != null
|
|
53
|
-
? monthEndCloseChecksState.monthEndCloseChecksByTenantId[currentTenant.tenantId]?.[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
|
|
54
|
-
: undefined;
|
|
55
|
-
const reconCheckTimeSaved = monthEndChecksForPeriod?.monthEndCloseCheckList.find((check) => check.title === 'Reconciliation')?.progressJson?.timeSavedPercentage;
|
|
56
|
-
const summaryWithTimeSaved = reconciliationViewState.summary != null
|
|
57
|
-
? {
|
|
58
|
-
...reconciliationViewState.summary,
|
|
59
|
-
timeSavedPercentage: reconCheckTimeSaved ??
|
|
60
|
-
reconciliationViewState.summary.timeSavedPercentage,
|
|
61
|
-
}
|
|
62
|
-
: undefined;
|
|
63
52
|
if (accountReconForMonthYearPeriod == null) {
|
|
64
53
|
return {
|
|
65
54
|
bankAccounts: [],
|
|
@@ -83,7 +72,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
83
72
|
selectedTab: reconciliationViewState.selectedTab,
|
|
84
73
|
monthYearPeriod: selectedPeriod,
|
|
85
74
|
selectedAccountId: reconciliationViewState.selectedAccountId,
|
|
86
|
-
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
|
|
87
75
|
statementUploadChosen: reconciliationViewState.statementUploadChosen,
|
|
88
76
|
accountReconciliationsByAccountID: {},
|
|
89
77
|
reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
|
|
@@ -133,7 +121,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
133
121
|
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
134
122
|
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
135
123
|
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
136
|
-
summary: summaryWithTimeSaved,
|
|
137
124
|
};
|
|
138
125
|
}
|
|
139
126
|
const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
|
|
@@ -258,8 +245,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
258
245
|
.refreshStatus,
|
|
259
246
|
statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
260
247
|
.statementDeleteStatus,
|
|
261
|
-
statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
262
|
-
.statementParseStatus,
|
|
263
248
|
statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
264
249
|
.statementUpdateStatus,
|
|
265
250
|
statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
@@ -268,8 +253,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
268
253
|
.localData,
|
|
269
254
|
statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
270
255
|
.statementParseInProgress,
|
|
271
|
-
parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
272
|
-
.parsedStatementData,
|
|
273
256
|
transactionFetchState: (0, reduceFetchState_1.reduceAnyFetchState)([
|
|
274
257
|
accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
275
258
|
.transactionFetchState,
|
|
@@ -338,7 +321,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
338
321
|
statementUpdateStatus: { fetchState: 'Not-Started' },
|
|
339
322
|
statementUploadStatus: { fetchState: 'Not-Started' },
|
|
340
323
|
statementDeleteStatus: { fetchState: 'Not-Started' },
|
|
341
|
-
statementParseStatus: { fetchState: 'Not-Started' },
|
|
342
324
|
localData: {},
|
|
343
325
|
connectionInProgress: false,
|
|
344
326
|
statementParseInProgress: false,
|
|
@@ -427,7 +409,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
427
409
|
refreshStatus: reconciliationViewState.refreshStatus,
|
|
428
410
|
selectedTab: reconciliationViewState.selectedTab,
|
|
429
411
|
selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
|
|
430
|
-
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
|
|
431
412
|
statementUploadChosen: reconciliationViewState.statementUploadChosen,
|
|
432
413
|
monthYearPeriod: selectedPeriod,
|
|
433
414
|
accountReconciliationBySectionID,
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@@ -448,7 +429,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
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excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
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includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
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excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
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summary: summaryWithTimeSaved,
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};
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});
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const isAccountReconReport = (reportId) => {
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@@ -7,88 +7,6 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
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import { CustomerBase } from '../../../entity/customer/customerState';
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import { VendorBase } from '../../../entity/vendor/vendorState';
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import { ZeniAPIStatus } from '../../../responsePayload';
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import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
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export interface BoundingBox {
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bottom: number;
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left: number;
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right: number;
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top: number;
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}
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export interface Citation {
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boundingBoxes: BoundingBox[];
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page: number;
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referenceText: string;
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}
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export interface StatementTransaction {
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amount: number;
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citations: Citation[];
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isUserAdded: boolean;
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isUserEdited: boolean;
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statementTransactionId: string;
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transactionDate: string;
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transactionDirection: 'debit' | 'credit';
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transactionMemo: string;
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}
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export interface StatementMeta {
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closingBalance: number;
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openingBalance: number;
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statementDataStatus: {
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code: string;
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label: string;
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};
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statementEndDate: string;
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statementStartDate: string;
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statementStatus: {
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code: string;
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label: string;
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};
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statementUploadId: string;
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totalDeposits: number;
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totalPayments: number;
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}
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export interface AccountInfo {
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accountId: string;
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accountName: string;
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accountType: string;
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currencyCode: string;
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last4Digits: string | null;
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}
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export interface FileInfo {
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fileId: string;
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fileName: string;
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signedUrl: string;
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}
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export interface StatementUpload {
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account: AccountInfo;
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file: FileInfo;
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statementMeta: StatementMeta;
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statementTransactions: StatementTransaction[];
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}
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export interface ParsedStatementData {
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statementUpload: StatementUpload;
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}
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export interface ReconciliationSummaryAccounts {
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done: number;
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failed: number;
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inProgress: number;
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total: number;
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}
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export interface ReconciliationSummaryAutoMatched {
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matchedTxns: number;
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totalTxns: number;
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}
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export interface ReconciliationSummaryNeedsReview {
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accountCount: number;
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txnCount: number;
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}
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export interface ReconciliationViewSummary {
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accounts: ReconciliationSummaryAccounts;
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accountsToConnectCount: number;
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autoMatched: ReconciliationSummaryAutoMatched;
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needsReview: ReconciliationSummaryNeedsReview;
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timeSavedPercentage: number;
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}
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export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
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export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
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export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
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export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
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@@ -189,11 +107,9 @@ export interface ReconciliationViewState extends FetchStateAndError {
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reconTabsState: ReconciliationTabsState;
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refreshStatus: FetchStateAndError;
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selectedTab: ReconciliationViewTabType;
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statementProcessingFailed: boolean;
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statementUploadChosen: boolean;
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selectedAccountId?: ID;
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selectedDrawerAccountId?: ID;
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summary?: ReconciliationViewSummary;
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}
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export interface BankConnectionStatus {
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connectionInProgress: boolean;
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@@ -204,50 +120,8 @@ export interface AccountReconciliationRecords {
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accountIDs: ID[];
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reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
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}
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export interface StatementTransactionForUpdate {
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amount: number;
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transactionDate: string;
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transactionDirection: 'debit' | 'credit';
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transactionMemo: string;
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statementTransactionId?: string;
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}
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export interface StatementTransactionsUpdate {
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added: StatementTransactionForUpdate[];
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deletedIds: string[];
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updated: StatementTransactionForUpdate[];
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}
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export interface StatementUpdateLocalData {
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statementMeta: StatementMeta;
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statementTransactions: StatementTransactionsUpdate;
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}
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export interface StatementUpdateLocalDataPayload {
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statement_meta: {
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opening_balance: number;
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statement_end_date: string;
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statement_start_date: string;
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total_deposits: number;
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total_payments: number;
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};
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statement_transactions: {
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added: Array<{
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amount: number;
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transaction_date: string;
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transaction_direction: 'debit' | 'credit';
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transaction_memo: string;
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}>;
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deleted_ids: string[];
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updated: Array<{
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amount: number;
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statement_transaction_id: string;
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transaction_date: string;
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transaction_direction: 'debit' | 'credit';
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transaction_memo: string;
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}>;
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};
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}
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export interface AccountReconciliationLocalData {
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accountSource?: ReconciliationAccountSourceType;
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statementUpdateLocalData?: StatementUpdateLocalData;
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}
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export interface AccountReconciliationDataWithTransactionFetchState {
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accountId: ID;
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@@ -255,12 +129,10 @@ export interface AccountReconciliationDataWithTransactionFetchState {
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refreshStatus: FetchStateAndError;
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statementDeleteStatus: FetchStateAndError;
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statementParseInProgress: boolean;
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statementParseStatus: FetchStateAndError;
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statementUpdateStatus: FetchStateAndError;
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statementUploadStatus: FetchStateAndError;
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transactionFetchState: FetchStateAndError;
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accountDetectionReason?: string;
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parsedStatementData?: ParsedStatementData;
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reconciliationId?: ID;
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}
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export {};
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