@zeniai/client-epic-state 5.1.34 → 5.1.35

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -7,6 +7,131 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
+export interface PolygonPoint {
+    x: number;
+    y: number;
+}
+export interface Citation {
+    page: number;
+    pageHeight: number;
+    pageWidth: number;
+    polygon: PolygonPoint[];
+    referenceText: string;
+}
+export interface StatementTransaction {
+    amount: number;
+    citations: Citation[];
+    isUserAdded: boolean;
+    isUserEdited: boolean;
+    statementTransactionId: string;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+}
+export interface StatementMeta {
+    closingBalance: number;
+    openingBalance: number;
+    statementDataStatus: {
+        code: string;
+        label: string;
+    };
+    statementEndDate: string;
+    statementStartDate: string;
+    statementStatus: {
+        code: string;
+        label: string;
+    };
+    statementUploadId: string;
+    totalDeposits: number;
+    totalPayments: number;
+}
+export interface AccountInfo {
+    accountId: string;
+    accountName: string;
+    accountType: string;
+    currencyCode: string;
+    last4Digits: string | null;
+}
+export interface FileInfo {
+    fileId: string;
+    fileName: string;
+    signedUrl: string;
+}
+export interface AiSummaryField {
+    code: string;
+    label: string;
+}
+export interface PreviousReconciliationInfo {
+    endDate: string;
+    reconciledAt: string;
+    reconciledByUserId: string;
+    reconciliationId: string;
+    startDate: string;
+}
+export interface AiSummaryChainStatus {
+    code: string;
+    expectedStartDate: string | null;
+    label: string;
+    previousReconciliationInfo: PreviousReconciliationInfo | null;
+}
+/**
+ * Surfaced when Confirm & Save is rejected with a 409 because the statement
+ * period overlaps with / leaves a gap after an already-reconciled period.
+ */
+export interface StatementDateConflict {
+    errorCode: string;
+    expectedStartDate: string | null;
+    /** Present for overlap conflicts; GAP-only 409s may omit prior recon info. */
+    previousReconciliationInfo?: PreviousReconciliationInfo;
+}
+export interface AiSummary {
+    accountIdentified: string | null;
+    chainStatus: AiSummaryChainStatus;
+    exceptionsDetected: number;
+    fieldsCaptured: AiSummaryField[];
+    transactionsExtracted: number;
+}
+export interface StatementUpload {
+    account: AccountInfo;
+    file: FileInfo | null;
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransaction[];
+    aiSummary?: AiSummary | null;
+}
+export interface ParsedStatementData {
+    statementUpload: StatementUpload;
+}
+export interface ReconciliationSummaryAccounts {
+    done: number;
+    failed: number;
+    inProgress: number;
+    total: number;
+}
+export interface ReconciliationSummaryAutoMatched {
+    matchedTxns: number;
+    totalTxns: number;
+}
+export interface ReconciliationSummaryNeedsReview {
+    accountCount: number;
+    txnCount: number;
+}
+export interface ReconciliationSummaryProgressBar {
+    aiPercentageShare: number;
+    completePercentage: number;
+    humanPercentageShare: number;
+    remainingPercentage: number;
+}
+export interface ReconciliationViewSummary {
+    accounts: ReconciliationSummaryAccounts;
+    accountsToConnectCount: number;
+    autoMatched: ReconciliationSummaryAutoMatched;
+    needsReview: ReconciliationSummaryNeedsReview;
+    timeSavedHours: number;
+    timeSavedPercentage: number;
+    progressBar?: ReconciliationSummaryProgressBar;
+}
+export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
 export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
 export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
 export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
@@ -107,9 +232,11 @@ export interface ReconciliationViewState extends FetchStateAndError {
     reconTabsState: ReconciliationTabsState;
     refreshStatus: FetchStateAndError;
     selectedTab: ReconciliationViewTabType;
+    statementProcessingFailed: boolean;
     statementUploadChosen: boolean;
     selectedAccountId?: ID;
     selectedDrawerAccountId?: ID;
+    summary?: ReconciliationViewSummary;
 }
 export interface BankConnectionStatus {
     connectionInProgress: boolean;
@@ -120,19 +247,67 @@ export interface AccountReconciliationRecords {
     accountIDs: ID[];
     reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
 }
+export interface StatementTransactionForUpdate {
+    amount: number;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+    statementTransactionId?: string;
+}
+export interface StatementTransactionsUpdate {
+    added: StatementTransactionForUpdate[];
+    deletedIds: string[];
+    updated: StatementTransactionForUpdate[];
+}
+export interface StatementUpdateLocalData {
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransactionsUpdate;
+}
+export interface StatementUpdateLocalDataPayload {
+    statement_meta: {
+        opening_balance: number;
+        statement_end_date: string;
+        statement_start_date: string;
+        total_deposits: number;
+        total_payments: number;
+    };
+    statement_transactions: {
+        added: Array<{
+            amount: number;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+        deleted_ids: string[];
+        updated: Array<{
+            amount: number;
+            statement_transaction_id: string;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+    };
+}
 export interface AccountReconciliationLocalData {
     accountSource?: ReconciliationAccountSourceType;
+    statementUpdateLocalData?: StatementUpdateLocalData;
 }
 export interface AccountReconciliationDataWithTransactionFetchState {
     accountId: ID;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
+    reparseStatementStatus: FetchStateAndError;
+    statementDateConflict: StatementDateConflict | null;
     statementDeleteStatus: FetchStateAndError;
+    /** Derived from bank_status.code === 'parsing' for read-only list/drawer banners. */
     statementParseInProgress: boolean;
+    /** Client-driven fetch state for the parseStatement epic (In-Progress/Completed/Error). */
+    statementParseStatus: FetchStateAndError;
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    parsedStatementData?: ParsedStatementData;
     reconciliationId?: ID;
 }
 export {};

package/lib/view/expenseAutomationView/types/reconciliationViewState.js

@@ -1,7 +1,37 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+exports.toReconciliationViewSummary = toReconciliationViewSummary;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+function toReconciliationViewSummary(payload) {
+    return {
+        accounts: {
+            done: payload.accounts.done,
+            failed: payload.accounts.failed,
+            inProgress: payload.accounts.in_progress,
+            total: payload.accounts.total,
+        },
+        accountsToConnectCount: payload.accounts_to_connect_count,
+        autoMatched: {
+            matchedTxns: payload.auto_matched.matched_txns,
+            totalTxns: payload.auto_matched.total_txns,
+        },
+        needsReview: {
+            accountCount: payload.needs_review.account_count,
+            txnCount: payload.needs_review.txn_count,
+        },
+        timeSavedHours: 0,
+        timeSavedPercentage: payload.time_saved_percentage,
+        progressBar: payload.progress_bar != null
+            ? {
+                aiPercentageShare: payload.progress_bar.ai_percentage_share,
+                completePercentage: payload.progress_bar.complete_percentage,
+                humanPercentageShare: payload.progress_bar.human_percentage_share,
+                remainingPercentage: payload.progress_bar.remaining_percentage,
+            }
+            : undefined,
+    };
+}
 exports.RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',

package/lib/view/onboardingView/cockpitView/epic/initializeOnboardingCustomerViewUpdateDataEpic.js

@@ -116,32 +116,20 @@ const getSelectedProducts = (isDebitCardFlagEnabled, tenant) => {
     const isBookkeepingEnabled = (0, tenantSelector_1.isTenantBookkeepingEnabled)(tenant);
     const isOtherProductsEnabled = (0, tenantSelector_1.isOtherProductsEnabledForTenant)(tenant);
     const isCardsEnabled = (0, tenantSelector_1.isTenantCardsOnly)(tenant);
-    const isTreasuryEnabled = (0, tenantSelector_1.isTenantTreasuryEnabled)(tenant);
     if (isCardsEnabled && isBankingOnly) {
-        const selectedProducts = ['zeni_cards', 'zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isBankingOnly) {
-        const selectedProducts = ['zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isCardsEnabled) {
-        return ['zeni_cards'];
+        return [];
     }
     else if (isBookkeepingEnabled) {
         return [
             'bookkeeping',
             'zeni_bill_pay',
-            'zeni_checking',
             'zeni_reimbursements',
-            'zeni_treasury',
-            'zeni_cards',
         ];
     }
     else if (isOtherProductsEnabled) {

package/lib/view/onboardingView/cockpitView/onboardingCockpitViewPayload.js

@@ -51,9 +51,9 @@ const toOnboardingCustomerPayload = (onboardingCustomer, sendInvite, company, te
             const isTreasury = selectedProducts.includes('zeni_treasury');
             if (isBookkeeping) {
                 onboardingCustomerPayload.is_book_keeping_enabled = true;
-                onboardingCustomerPayload.is_banking_enabled = true;
+                onboardingCustomerPayload.is_banking_enabled = isChecking;
                 onboardingCustomerPayload.is_spend_management_enabled = true;
-                onboardingCustomerPayload.is_card_enabled = true;
+                onboardingCustomerPayload.is_card_enabled = isCards;
                 onboardingCustomerPayload.is_treasury_enabled = isTreasury;
             }
             else if (isChecking && isCards) {

package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts

@@ -20,7 +20,7 @@ export interface VendorFiling1099ListQuery {
     sortKey: VendorFiling1099ListViewSortKey;
     sortOrder: SortOrder;
 }
-declare const toVendorFiling1099ListViewSortKey: (v: string) => "status" | "w9" | "legal_name" | "total" | "tax_classification" | "filing1099type";
+declare const toVendorFiling1099ListViewSortKey: (v: string) => "status" | "w9" | "total" | "legal_name" | "tax_classification" | "filing1099type";
 export type VendorFiling1099ListViewSortKey = ReturnType<typeof toVendorFiling1099ListViewSortKey>;
 export type Type1099Download = 'nec' | 'misc' | 'int';
 export {};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.34",
+  "version": "5.1.35",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -79,6 +79,7 @@
     "ts-prune": "^0.10.3",
     "ts-unused-exports": "^11.0.1",
     "typescript": "^5.7.3",
+    "vite": "^7.3.5",
     "vitest": "^4.1.8"
   },
   "dependencies": {
@@ -129,7 +130,9 @@
     "postversion": "git push && git push --tags",
     "check-dependencies": "node ./scripts/check_dependencies.js",
     "clean-overrides": "node ./scripts/clean_overrides.js",
-    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
+    "create-or-update-release-branch": "chmod +x ./scripts/create_or_update_release_branch.sh && ./scripts/create_or_update_release_branch.sh",
+    "bump-versions-master": "chmod +x ./scripts/bump_versions_master.sh && ./scripts/bump_versions_master.sh",
+    "bump-versions-beta": "chmod +x ./scripts/bump_versions_beta.sh && ./scripts/bump_versions_beta.sh",
     "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
     "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
     "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",