@zeniai/client-epic-state 5.1.21 → 5.1.23-betaNB1
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/README.md +2 -1
- package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +23 -1
- package/lib/entity/accountRecon/accountReconPayload.js +26 -1
- package/lib/entity/accountRecon/accountReconReducer.d.ts +5 -2
- package/lib/entity/accountRecon/accountReconReducer.js +33 -2
- package/lib/entity/accountRecon/accountReconSelector.d.ts +6 -1
- package/lib/entity/accountRecon/accountReconSelector.js +5 -0
- package/lib/entity/accountRecon/accountReconState.d.ts +22 -0
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.d.ts +8 -0
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +10 -0
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +8 -0
- package/lib/epic.d.ts +6 -1
- package/lib/epic.js +6 -1
- package/lib/esm/entity/accountRecon/accountReconPayload.js +26 -1
- package/lib/esm/entity/accountRecon/accountReconReducer.js +32 -1
- package/lib/esm/entity/accountRecon/accountReconSelector.js +5 -0
- package/lib/esm/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js +10 -0
- package/lib/esm/epic.js +6 -1
- package/lib/esm/index.js +7 -7
- package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +29 -3
- package/lib/esm/view/aiCfoView/aiCfoViewSelector.js +11 -0
- package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -2
- package/lib/esm/view/aiCfoView/epics/fetchSkillsEpic.js +34 -0
- package/lib/esm/view/aiCfoView/epics/submitQuestionEpic.js +7 -1
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js +34 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/reparseStatementEpic.js +31 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +57 -0
- package/lib/esm/view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic.js +1 -0
- package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js +142 -0
- package/lib/esm/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.js +6 -1
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +178 -8
- package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js +2 -1
- package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +27 -0
- package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js +29 -0
- package/lib/esm/view/opExByVendor/opExByVendorReducer.js +28 -5
- package/lib/esm/view/opExByVendor/opExByVendorSelector.js +1 -0
- package/lib/esm/view/opExByVendor/refreshOpExByVendorReportEpic.js +21 -0
- package/lib/index.d.ts +12 -12
- package/lib/index.js +56 -37
- package/lib/view/aiCfoView/aiCfoViewPayload.d.ts +14 -0
- package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +8 -4
- package/lib/view/aiCfoView/aiCfoViewReducer.js +30 -4
- package/lib/view/aiCfoView/aiCfoViewSelector.d.ts +2 -1
- package/lib/view/aiCfoView/aiCfoViewSelector.js +12 -0
- package/lib/view/aiCfoView/aiCfoViewState.d.ts +15 -0
- package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -2
- package/lib/view/aiCfoView/epics/fetchSkillsEpic.d.ts +8 -0
- package/lib/view/aiCfoView/epics/fetchSkillsEpic.js +38 -0
- package/lib/view/aiCfoView/epics/submitQuestionEpic.js +7 -1
- 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/reparseStatementEpic.d.ts +26 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/reparseStatementEpic.js +35 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.d.ts +27 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js +61 -0
- package/lib/view/expenseAutomationView/epics/fluxAnalysis/fetchFluxAnalysisViewEpic.js +1 -0
- package/lib/view/expenseAutomationView/payload/fluxAnalysisPayload.d.ts +8 -0
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +163 -9
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +146 -0
- package/lib/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.d.ts +2 -1
- package/lib/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.js +6 -1
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +53 -3
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +180 -9
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +7 -1
- package/lib/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js +2 -1
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +2 -0
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +29 -1
- package/lib/view/expenseAutomationView/types/fluxAnalysisViewState.d.ts +2 -0
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +172 -0
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +30 -0
- package/lib/view/opExByVendor/opExByVendorReducer.d.ts +6 -1
- package/lib/view/opExByVendor/opExByVendorReducer.js +29 -6
- package/lib/view/opExByVendor/opExByVendorSelector.d.ts +1 -0
- package/lib/view/opExByVendor/opExByVendorSelector.js +1 -0
- package/lib/view/opExByVendor/opExByVendorState.d.ts +1 -0
- package/lib/view/opExByVendor/refreshOpExByVendorReportEpic.d.ts +17 -0
- package/lib/view/opExByVendor/refreshOpExByVendorReportEpic.js +25 -0
- package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts +1 -1
- package/package.json +4 -2
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"use strict";
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var _a;
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.
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exports.submitStatementUpdate = exports.updateStatementUpdateLocalData = exports.updateParsedStatementData = exports.resetReparseStatementStatus = exports.reparseStatementFailure = exports.reparseStatementSuccess = exports.reparseStatement = exports.parseStatementFailure = exports.parseStatementSuccess = exports.parseStatement = 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.updateStatementProcessingFailed = 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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exports.updateNodeCollapseState = exports.updateStatementUploadChosen = exports.clearStatementDateConflict = exports.submitStatementUpdateFailure = exports.submitStatementUpdateSuccess = 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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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 = (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 ?? [], 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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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[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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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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accountRecon.reparseStatementStatus = {
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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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parseStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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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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},
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parseStatementSuccess: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.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[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
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draft.statementProcessingFailed = 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[(0, timePeriod_1.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[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].statementParseInProgress = false;
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draft.statementProcessingFailed = true;
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},
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reparseStatement: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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accountRecon.parsedStatementData = undefined;
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accountRecon.reparseStatementStatus = {
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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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},
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reparseStatementSuccess: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
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fetchState: 'Completed',
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error: undefined,
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};
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draft.statementProcessingFailed = false;
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},
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reparseStatementFailure: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
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fetchState: 'Error',
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error: action.payload.error,
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};
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draft.statementProcessingFailed = true;
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},
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resetReparseStatementStatus: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].reparseStatementStatus = {
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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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updateParsedStatementData: (draft, action) => {
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const { accountId, selectedPeriod, parsedStatementData } = action.payload;
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draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].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[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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accountRecon.localData = {
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};
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}
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}
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submitStatementUpdate: (draft, action) => {
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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accountRecon.statementUpdateStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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accountRecon.statementDateConflict = null;
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}
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},
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submitStatementUpdateSuccess: (draft, action) => {
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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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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accountRecon.statementDateConflict = null;
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if (accountRecon.localData != null) {
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accountRecon.localData.statementUpdateLocalData = 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, dateConflict } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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accountRecon.statementUpdateStatus = {
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fetchState: 'Error',
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};
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accountRecon.statementDateConflict = dateConflict ?? null;
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// Keep the local edits around when the failure is a recoverable date
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// conflict so the user can re-upload / re-edit without losing changes.
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if (dateConflict == null && accountRecon.localData != null) {
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accountRecon.localData.statementUpdateLocalData = undefined;
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}
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}
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},
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clearStatementDateConflict: (draft, action) => {
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const { accountId, selectedPeriod } = action.payload;
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const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID[accountId];
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if (accountRecon != null) {
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accountRecon.statementDateConflict = null;
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}
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},
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updateAccountReconciliationLocalData: (draft, action) => {
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const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId].localData;
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@@ -528,10 +680,10 @@ const expenseAutomationReconciliationView = (0, toolkit_1.createSlice)({
|
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},
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});
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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.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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|
+
_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.updateStatementProcessingFailed = _a.updateStatementProcessingFailed, 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.parseStatement = _a.parseStatement, exports.parseStatementSuccess = _a.parseStatementSuccess, exports.parseStatementFailure = _a.parseStatementFailure, exports.reparseStatement = _a.reparseStatement, exports.reparseStatementSuccess = _a.reparseStatementSuccess, exports.reparseStatementFailure = _a.reparseStatementFailure, exports.resetReparseStatementStatus = _a.resetReparseStatementStatus, exports.updateParsedStatementData = _a.updateParsedStatementData, exports.updateStatementUpdateLocalData = _a.updateStatementUpdateLocalData, exports.submitStatementUpdate = _a.submitStatementUpdate, exports.submitStatementUpdateSuccess = _a.submitStatementUpdateSuccess, exports.submitStatementUpdateFailure = _a.submitStatementUpdateFailure, exports.clearStatementDateConflict = _a.clearStatementDateConflict, exports.updateStatementUploadChosen = _a.updateStatementUploadChosen, exports.updateNodeCollapseState = _a.updateNodeCollapseState;
|
|
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|
// Export reducer
|
|
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|
exports.default = expenseAutomationReconciliationView.reducer;
|
|
534
|
-
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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|
draft.excludedAccountIDs = excludedAccounts.map((ea) => ea.account_id);
|
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|
draft.excludedAccountExclusionInfo = {};
|
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|
excludedAccounts.forEach((ea) => {
|
|
@@ -560,6 +712,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
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|
: undefined,
|
|
561
713
|
};
|
|
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|
});
|
|
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|
+
const oldReconciliationByAccountID = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]?.reconciliationByAccountID ?? {};
|
|
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716
|
draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = {
|
|
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|
accountIDs: [],
|
|
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|
reconciliationByAccountID: {},
|
|
@@ -583,6 +736,7 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
583
736
|
paymentAccountId: account?.payment_account_id ?? undefined,
|
|
584
737
|
};
|
|
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738
|
}
|
|
739
|
+
const oldRecord = oldReconciliationByAccountID[reconciliation.account_id];
|
|
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740
|
accountReconciliationRecords.reconciliationByAccountID[reconciliation.account_id] = {
|
|
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741
|
accountId: reconciliation.account_id,
|
|
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742
|
reconciliationId: reconciliation.reconciliation_id ?? undefined,
|
|
@@ -592,14 +746,25 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
592
746
|
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',
|
|
749
|
+
statementParseStatus: oldRecord?.statementParseStatus ?? {
|
|
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|
+
fetchState: 'Not-Started',
|
|
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|
+
error: undefined,
|
|
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|
+
},
|
|
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|
+
reparseStatementStatus: oldRecord?.reparseStatementStatus ?? {
|
|
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|
+
fetchState: 'Not-Started',
|
|
755
|
+
error: undefined,
|
|
756
|
+
},
|
|
757
|
+
statementDateConflict: oldRecord?.statementDateConflict ?? null,
|
|
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758
|
localData: {
|
|
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|
+
...oldRecord?.localData,
|
|
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760
|
accountSource: account?.reconciliation_source != null
|
|
597
761
|
? (0, accountState_1.toReconciliationAccountSource)(account.reconciliation_source)
|
|
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|
-
:
|
|
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|
+
: oldRecord?.localData?.accountSource,
|
|
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763
|
},
|
|
600
764
|
accountDetectionReason: account?.detection_info != null && account.detection_reason != null
|
|
601
765
|
? account.detection_reason
|
|
602
766
|
: undefined,
|
|
767
|
+
parsedStatementData: oldRecord?.parsedStatementData,
|
|
603
768
|
};
|
|
604
769
|
accountReconciliationRecords.accountIDs.push(reconciliation.account_id);
|
|
605
770
|
});
|
|
@@ -613,6 +778,9 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
613
778
|
draft.fetchState = 'Completed';
|
|
614
779
|
draft.error = undefined;
|
|
615
780
|
}
|
|
781
|
+
if (summary !== undefined) {
|
|
782
|
+
draft.summary = (0, reconciliationViewState_1.toReconciliationViewSummary)(summary);
|
|
783
|
+
}
|
|
616
784
|
}
|
|
617
785
|
function updateReconciliationByAccountID(draft, accounts, selectedPeriod, accountId, reconciliationData, refreshViewInBackground) {
|
|
618
786
|
const oldRecord = draft.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)].reconciliationByAccountID[accountId];
|
|
@@ -680,6 +848,9 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
|
|
|
680
848
|
statementUploadStatus: { fetchState: 'Not-Started', error: undefined },
|
|
681
849
|
statementUpdateStatus: { fetchState: 'Not-Started', error: undefined },
|
|
682
850
|
statementParseInProgress: reconciliation.bank_status.code === 'parsing',
|
|
851
|
+
statementParseStatus: { fetchState: 'Not-Started', error: undefined },
|
|
852
|
+
reparseStatementStatus: { fetchState: 'Not-Started', error: undefined },
|
|
853
|
+
statementDateConflict: null,
|
|
683
854
|
localData: {},
|
|
684
855
|
accountDetectionReason: undefined,
|
|
685
856
|
};
|
|
@@ -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, ReconListUIState, ReconciliationTabsState, ReconciliationViewTabType } from '../types/reconciliationViewState';
|
|
12
|
+
import { AccountReconciliationLocalData, ActionFetchStates, ParsedStatementData, ReconListUIState, ReconciliationTabsState, ReconciliationViewSummary, ReconciliationViewTabType, StatementDateConflict } 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>;
|
|
@@ -37,10 +37,12 @@ export interface ExpenseAutomationReconciliationViewSelector {
|
|
|
37
37
|
refreshStatus: FetchStateAndError;
|
|
38
38
|
reviewTabSelectedVendorByTransactionId: Record<ID, Vendor>;
|
|
39
39
|
selectedTab: ReconciliationViewTabType;
|
|
40
|
+
statementProcessingFailed: boolean;
|
|
40
41
|
statementUploadChosen: boolean;
|
|
41
42
|
selectedAccountId?: ID;
|
|
42
43
|
selectedDrawerAccountId?: ID;
|
|
43
44
|
selectedReconAccount?: AccountReconciliationByAccount;
|
|
45
|
+
summary?: ReconciliationViewSummary;
|
|
44
46
|
}
|
|
45
47
|
export interface AccountReconciliationBySection {
|
|
46
48
|
accountIDs: ID[];
|
|
@@ -57,11 +59,15 @@ export interface AccountReconciliationByAccount {
|
|
|
57
59
|
connectionInProgress: boolean;
|
|
58
60
|
localData: AccountReconciliationLocalData;
|
|
59
61
|
refreshStatus: FetchStateAndError;
|
|
62
|
+
reparseStatementStatus: FetchStateAndError;
|
|
63
|
+
statementDateConflict: StatementDateConflict | null;
|
|
60
64
|
statementDeleteStatus: FetchStateAndError;
|
|
61
65
|
statementParseInProgress: boolean;
|
|
66
|
+
statementParseStatus: FetchStateAndError;
|
|
62
67
|
statementUpdateStatus: FetchStateAndError;
|
|
63
68
|
statementUploadStatus: FetchStateAndError;
|
|
64
69
|
transactionFetchState: FetchStateAndError;
|
|
65
70
|
accountDetectionReason?: string;
|
|
71
|
+
parsedStatementData?: ParsedStatementData;
|
|
66
72
|
paymentAccountId?: ID;
|
|
67
73
|
}
|
|
@@ -11,7 +11,7 @@ const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
|
|
|
11
11
|
const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
|
|
12
12
|
function getExpenseAutomationFluxAnalysisView(state) {
|
|
13
13
|
const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
|
|
14
|
-
const { fetchState, error, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
|
|
14
|
+
const { fetchState, error, lastRefreshSuccessTime, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;
|
|
15
15
|
const fetchStateAndError = {
|
|
16
16
|
fetchState,
|
|
17
17
|
error,
|
|
@@ -113,6 +113,7 @@ function getExpenseAutomationFluxAnalysisView(state) {
|
|
|
113
113
|
refreshStatus,
|
|
114
114
|
currency,
|
|
115
115
|
completionStatus,
|
|
116
|
+
lastRefreshSuccessTime,
|
|
116
117
|
};
|
|
117
118
|
}
|
|
118
119
|
// Helper function to transform operating expense to vendor view
|
|
@@ -1,5 +1,7 @@
|
|
|
1
|
+
import { ID } from '../../../commonStateTypes/common';
|
|
1
2
|
import { ReportIDPlusForecastID } from '../../../commonStateTypes/viewAndReport/viewAndReport';
|
|
2
3
|
import { RootState } from '../../../reducer';
|
|
3
4
|
import { ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
|
|
4
5
|
export declare const getExpenseAutomationReconciliationView: (state: RootState) => ExpenseAutomationReconciliationViewSelector;
|
|
6
|
+
export declare const getReparseStatementStatusByAccountId: (state: RootState, accountId: ID) => import("../../../commonStateTypes/common").FetchStateAndError;
|
|
5
7
|
export declare const isAccountReconReport: (reportId: ReportIDPlusForecastID) => boolean;
|
|
@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
|
|
|
3
3
|
return (mod && mod.__esModule) ? mod : { "default": mod };
|
|
4
4
|
};
|
|
5
5
|
Object.defineProperty(exports, "__esModule", { value: true });
|
|
6
|
-
exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
|
|
6
|
+
exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
|
|
7
7
|
const toolkit_1 = require("@reduxjs/toolkit");
|
|
8
8
|
const big_js_1 = __importDefault(require("big.js"));
|
|
9
9
|
const keys_1 = __importDefault(require("lodash/keys"));
|
|
@@ -49,6 +49,17 @@ 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 reconCheckTimeSavedHours = monthEndChecksForPeriod?.monthEndCloseCheckList?.find((check) => check.id === 'reconciliation')?.progressJson?.timeSavedHours;
|
|
56
|
+
const summaryWithTimeSaved = reconciliationViewState.summary != null
|
|
57
|
+
? {
|
|
58
|
+
...reconciliationViewState.summary,
|
|
59
|
+
timeSavedHours: reconCheckTimeSavedHours ??
|
|
60
|
+
reconciliationViewState.summary.timeSavedHours,
|
|
61
|
+
}
|
|
62
|
+
: undefined;
|
|
52
63
|
if (accountReconForMonthYearPeriod == null) {
|
|
53
64
|
return {
|
|
54
65
|
bankAccounts: [],
|
|
@@ -72,6 +83,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
72
83
|
selectedTab: reconciliationViewState.selectedTab,
|
|
73
84
|
monthYearPeriod: selectedPeriod,
|
|
74
85
|
selectedAccountId: reconciliationViewState.selectedAccountId,
|
|
86
|
+
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
|
|
75
87
|
statementUploadChosen: reconciliationViewState.statementUploadChosen,
|
|
76
88
|
accountReconciliationsByAccountID: {},
|
|
77
89
|
reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
|
|
@@ -121,6 +133,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
121
133
|
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
|
|
122
134
|
includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
|
|
123
135
|
excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
136
|
+
summary: summaryWithTimeSaved,
|
|
124
137
|
};
|
|
125
138
|
}
|
|
126
139
|
const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
|
|
@@ -245,6 +258,12 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
|
|
|
245
258
|
.refreshStatus,
|
|
246
259
|
statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
247
260
|
.statementDeleteStatus,
|
|
261
|
+
statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
262
|
+
.statementParseStatus,
|
|
263
|
+
reparseStatementStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
|
|
264
|
+
.reparseStatementStatus,
|
|
265
|
+
statementDateConflict: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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.statementDateConflict,
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statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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.statementUpdateStatus,
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statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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@@ -253,6 +272,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
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.localData,
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statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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.statementParseInProgress,
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+
parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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.parsedStatementData,
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transactionFetchState: (0, reduceFetchState_1.reduceAnyFetchState)([
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accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
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.transactionFetchState,
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@@ -321,6 +342,9 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
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statementUpdateStatus: { fetchState: 'Not-Started' },
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statementUploadStatus: { fetchState: 'Not-Started' },
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statementDeleteStatus: { fetchState: 'Not-Started' },
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345
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+
statementParseStatus: { fetchState: 'Not-Started' },
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+
reparseStatementStatus: { fetchState: 'Not-Started' },
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+
statementDateConflict: null,
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localData: {},
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connectionInProgress: false,
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statementParseInProgress: false,
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@@ -409,6 +433,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
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409
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refreshStatus: reconciliationViewState.refreshStatus,
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selectedTab: reconciliationViewState.selectedTab,
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selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
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436
|
+
statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
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statementUploadChosen: reconciliationViewState.statementUploadChosen,
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monthYearPeriod: selectedPeriod,
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accountReconciliationBySectionID,
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@@ -429,8 +454,11 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
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429
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|
excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
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430
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includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
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431
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excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
|
|
457
|
+
summary: summaryWithTimeSaved,
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432
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};
|
|
433
459
|
});
|
|
460
|
+
const getReparseStatementStatusByAccountId = (state, accountId) => (0, exports.getExpenseAutomationReconciliationView)(state).accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
|
|
461
|
+
exports.getReparseStatementStatusByAccountId = getReparseStatementStatusByAccountId;
|
|
434
462
|
const isAccountReconReport = (reportId) => {
|
|
435
463
|
return reportId.endsWith('reconciliation');
|
|
436
464
|
};
|
|
@@ -5,6 +5,7 @@ import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderType
|
|
|
5
5
|
import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
|
|
6
6
|
import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
|
|
7
7
|
import { FluxAnalysisSectionType } from '../selectorTypes/fluxAnalysisViewSelectorTypes';
|
|
8
|
+
import { ZeniDate } from '../../../zeniDayJS';
|
|
8
9
|
declare const toFluxAnalysisSortKey: (v: string) => "vendor" | "status" | "variance";
|
|
9
10
|
export type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;
|
|
10
11
|
export type FluxAnalysisActionType = 'review' | 'unreview';
|
|
@@ -75,5 +76,6 @@ export interface FluxAnalysisViewState extends FetchedState {
|
|
|
75
76
|
selectedSectionIdsByPeriod: Record<MonthYearPeriodId, FluxAnalysisSectionType[]>;
|
|
76
77
|
totalBalancesAndVariance: BalancesAndVariance | undefined;
|
|
77
78
|
uiState: FluxAnalysisViewUIState;
|
|
79
|
+
lastRefreshSuccessTime?: ZeniDate;
|
|
78
80
|
}
|
|
79
81
|
export {};
|