@zeniai/client-epic-state 5.2.14-betaRD1 → 5.2.15
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/entity/accountRecon/accountReconReducer.d.ts +2 -1
- package/lib/entity/accountRecon/accountReconReducer.js +22 -10
- package/lib/entity/accountRecon/accountReconSelector.d.ts +1 -0
- package/lib/entity/accountRecon/accountReconSelector.js +1 -0
- package/lib/epic.d.ts +2 -1
- package/lib/epic.js +2 -0
- package/lib/esm/entity/accountRecon/accountReconReducer.js +22 -10
- package/lib/esm/entity/accountRecon/accountReconSelector.js +1 -0
- package/lib/esm/epic.js +2 -0
- package/lib/esm/index.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic.js +54 -0
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +1 -1
- package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js +3 -6
- package/lib/esm/view/expenseAutomationView/helpers/reconciliationHelpers.js +12 -0
- package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +20 -2
- package/lib/index.d.ts +2 -2
- package/lib/index.js +46 -45
- package/lib/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.d.ts +10 -2
- package/lib/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js +1 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic.d.ts +9 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic.js +58 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +1 -1
- package/lib/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js +3 -6
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts +6 -0
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js +13 -0
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +4 -0
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +6 -1
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +22 -4
- package/package.json +1 -1
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@@ -3,9 +3,10 @@ import { DeleteStatementResponsePayload, ReparseStatementResponsePayload, Upload
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import { ReconciliationDataPayload } from './accountReconPayload';
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import { AccountReconState } from './accountReconState';
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export declare const initialState: AccountReconState;
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export declare const updateAccountRecon: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, accountReconDataPayload: ReconciliationDataPayload[]], {
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export declare const updateAccountRecon: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, accountReconDataPayload: ReconciliationDataPayload[], preserveExistingTransactions?: any], {
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selectedPeriod: MonthYearPeriod;
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accountReconDataPayload: ReconciliationDataPayload[];
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preserveExistingTransactions: any;
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}, "accountRecon/updateAccountRecon", never, never>, excludeReconReviewTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountReconKey: string, excludedTransactionId: string], {
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accountReconKey: string;
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excludedTransactionId: string;
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@@ -14,16 +14,17 @@ const accountRecon = (0, toolkit_1.createSlice)({
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initialState: exports.initialState,
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reducers: {
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updateAccountRecon: {
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prepare(selectedPeriod, accountReconDataPayload) {
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prepare(selectedPeriod, accountReconDataPayload, preserveExistingTransactions = false) {
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return {
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payload: {
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selectedPeriod,
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accountReconDataPayload,
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preserveExistingTransactions,
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},
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};
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},
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reducer(draft, action) {
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doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload);
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doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload, action.payload.preserveExistingTransactions);
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},
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},
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updateAccountReconUploadStatement: {
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@@ -175,7 +176,7 @@ const accountRecon = (0, toolkit_1.createSlice)({
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});
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_a = accountRecon.actions, exports.updateAccountRecon = _a.updateAccountRecon, exports.excludeReconReviewTransaction = _a.excludeReconReviewTransaction, exports.addTransactionToReconcileList = _a.addTransactionToReconcileList, exports.updateAccountReconDeleteStatement = _a.updateAccountReconDeleteStatement, exports.updateAccountReconReparseStatement = _a.updateAccountReconReparseStatement, exports.updateAccountReconUploadStatement = _a.updateAccountReconUploadStatement;
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exports.default = accountRecon.reducer;
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const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) => {
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const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload, preserveExistingTransactions) => {
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accountReconDataPayload.forEach((accountReconData) => {
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const accountReconKey = (0, accountReconState_1.toAccountReconKey)(accountReconData.account_id, selectedPeriod);
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const mappedAccountRecon = (0, accountReconPayload_1.toAccountReconciliationData)(accountReconData);
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@@ -185,12 +186,23 @@ const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) =>
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const shouldPreserveMatchProgress = existingAccountRecon != null &&
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accountReconData.match_progress === undefined &&
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existingAccountRecon.matchProgress != null;
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-
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// Full list fetch does not include transactions; keep detail-loaded
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// reconcile/review lists so a concurrent list refresh cannot wipe them.
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const shouldPreserveTransactions = preserveExistingTransactions === true && existingAccountRecon != null;
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let nextAccountRecon = mappedAccountRecon;
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if (shouldPreserveMatchProgress) {
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nextAccountRecon = {
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...nextAccountRecon,
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matchProgress: existingAccountRecon.matchProgress,
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};
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}
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if (shouldPreserveTransactions) {
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nextAccountRecon = {
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...nextAccountRecon,
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transactionsToReconcile: existingAccountRecon.transactionsToReconcile,
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transactionsToReview: existingAccountRecon.transactionsToReview,
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};
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}
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draft.accountReconByAccountReconKey[accountReconKey] = nextAccountRecon;
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});
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};
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@@ -49,6 +49,7 @@ exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelect
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file: accountRecon.statementMetaData?.fileId != null
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? (0, fileSelector_1.getFileByFileId)(fileState, accountRecon.statementMetaData.fileId)
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: undefined,
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fileId: accountRecon.statementMetaData?.fileId,
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statementUploadId: accountRecon.statementMetaData?.statementUploadId,
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},
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reconUpdatedAt: accountRecon.reconUpdatedAt,
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package/lib/epic.d.ts
CHANGED
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@@ -158,6 +158,7 @@ import { ActionType as FetchDashboardLayoutActionType } from './view/dashboardLa
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import { ActionType as UpdateDashboardLayoutActionType } from './view/dashboardLayout/updateDashboardLayoutEpic';
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import { ActionType as ConfirmStatementMappingActionType } from './view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic';
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import { ActionType as DeleteAccountStatementActionType } from './view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic';
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import { ActionType as DeleteCombinedStatementActionType } from './view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic';
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import { ActionType as ExcludeAccountFromReconciliationActionType } from './view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic';
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import { ActionType as FetchExpenseAutomationReconciliationsViewActionType } from './view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic';
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import { ActionType as IncludeAccountInReconciliationActionType } from './view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic';
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@@ -674,5 +675,5 @@ import { ActionType as FetchDepositAccStatementListActionType } from './view/zen
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import { ActionType as FetchZeniAccStatePageActionType } from './view/zeniAccStatementList/fetchZeniAccStatementPageEpic';
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import { ActionType as ApproveOAuthConsentActionType } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
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/** Root action type is union of all the epic action type */
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export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowForTimeframeActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoicingAuditViewActionType | InvoicingCatalogActionActionType | InvoicingCatalogItemDetailViewActionType | InvoicingCatalogListViewActionType | InvoicingCatalogSubFamilyActionType | InvoicingConfigViewActionType | InvoicingCouponDetailViewActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerDetailViewActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailViewActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
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export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowForTimeframeActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoicingAuditViewActionType | InvoicingCatalogActionActionType | InvoicingCatalogItemDetailViewActionType | InvoicingCatalogListViewActionType | InvoicingCatalogSubFamilyActionType | InvoicingConfigViewActionType | InvoicingCouponDetailViewActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerDetailViewActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailViewActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
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678
679
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export declare const featureRootEpic: Epic<RootActionType>;
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package/lib/epic.js
CHANGED
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@@ -175,6 +175,7 @@ const fetchDashboardLayoutEpic_1 = require("./view/dashboardLayout/fetchDashboar
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const updateDashboardLayoutEpic_1 = require("./view/dashboardLayout/updateDashboardLayoutEpic");
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const confirmStatementMappingEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic");
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const deleteAccountStatementEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic");
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+
const deleteCombinedStatementEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic");
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const excludeAccountFromReconciliationEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic");
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const fetchReconciliationViewEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic");
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181
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const includeAccountInReconciliationEpic_1 = require("./view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic");
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@@ -810,6 +811,7 @@ const ALL_EPICS = [
|
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810
811
|
deleteBillPayApprovalRuleEpic_1.deleteBillPayApprovalRuleEpic,
|
|
811
812
|
deleteCannedResponseEpic_1.deleteCannedResponseEpic,
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812
813
|
deleteChatSessionEpic_1.deleteChatSessionEpic,
|
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814
|
+
deleteCombinedStatementEpic_1.deleteCombinedStatementEpic,
|
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813
815
|
deleteConnectionEpic_1.deleteConnectionEpic,
|
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814
816
|
deleteFileEpic_1.deleteFileEpic,
|
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815
817
|
deleteFileListEpic_1.deleteFileListEpic,
|
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@@ -10,16 +10,17 @@ const accountRecon = createSlice({
|
|
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10
10
|
initialState,
|
|
11
11
|
reducers: {
|
|
12
12
|
updateAccountRecon: {
|
|
13
|
-
prepare(selectedPeriod, accountReconDataPayload) {
|
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13
|
+
prepare(selectedPeriod, accountReconDataPayload, preserveExistingTransactions = false) {
|
|
14
14
|
return {
|
|
15
15
|
payload: {
|
|
16
16
|
selectedPeriod,
|
|
17
17
|
accountReconDataPayload,
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18
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+
preserveExistingTransactions,
|
|
18
19
|
},
|
|
19
20
|
};
|
|
20
21
|
},
|
|
21
22
|
reducer(draft, action) {
|
|
22
|
-
doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload);
|
|
23
|
+
doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload, action.payload.preserveExistingTransactions);
|
|
23
24
|
},
|
|
24
25
|
},
|
|
25
26
|
updateAccountReconUploadStatement: {
|
|
@@ -171,7 +172,7 @@ const accountRecon = createSlice({
|
|
|
171
172
|
});
|
|
172
173
|
export const { updateAccountRecon, excludeReconReviewTransaction, addTransactionToReconcileList, updateAccountReconDeleteStatement, updateAccountReconReparseStatement, updateAccountReconUploadStatement, } = accountRecon.actions;
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174
|
export default accountRecon.reducer;
|
|
174
|
-
const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) => {
|
|
175
|
+
const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload, preserveExistingTransactions) => {
|
|
175
176
|
accountReconDataPayload.forEach((accountReconData) => {
|
|
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177
|
const accountReconKey = toAccountReconKey(accountReconData.account_id, selectedPeriod);
|
|
177
178
|
const mappedAccountRecon = toAccountReconciliationData(accountReconData);
|
|
@@ -181,12 +182,23 @@ const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) =>
|
|
|
181
182
|
const shouldPreserveMatchProgress = existingAccountRecon != null &&
|
|
182
183
|
accountReconData.match_progress === undefined &&
|
|
183
184
|
existingAccountRecon.matchProgress != null;
|
|
184
|
-
|
|
185
|
-
|
|
186
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-
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187
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-
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188
|
-
|
|
189
|
-
|
|
190
|
-
|
|
185
|
+
// Full list fetch does not include transactions; keep detail-loaded
|
|
186
|
+
// reconcile/review lists so a concurrent list refresh cannot wipe them.
|
|
187
|
+
const shouldPreserveTransactions = preserveExistingTransactions === true && existingAccountRecon != null;
|
|
188
|
+
let nextAccountRecon = mappedAccountRecon;
|
|
189
|
+
if (shouldPreserveMatchProgress) {
|
|
190
|
+
nextAccountRecon = {
|
|
191
|
+
...nextAccountRecon,
|
|
192
|
+
matchProgress: existingAccountRecon.matchProgress,
|
|
193
|
+
};
|
|
194
|
+
}
|
|
195
|
+
if (shouldPreserveTransactions) {
|
|
196
|
+
nextAccountRecon = {
|
|
197
|
+
...nextAccountRecon,
|
|
198
|
+
transactionsToReconcile: existingAccountRecon.transactionsToReconcile,
|
|
199
|
+
transactionsToReview: existingAccountRecon.transactionsToReview,
|
|
200
|
+
};
|
|
201
|
+
}
|
|
202
|
+
draft.accountReconByAccountReconKey[accountReconKey] = nextAccountRecon;
|
|
191
203
|
});
|
|
192
204
|
};
|
|
@@ -46,6 +46,7 @@ export const getAccountReconByAccountIdAndSelectedPeriod = createSelector((state
|
|
|
46
46
|
file: accountRecon.statementMetaData?.fileId != null
|
|
47
47
|
? getFileByFileId(fileState, accountRecon.statementMetaData.fileId)
|
|
48
48
|
: undefined,
|
|
49
|
+
fileId: accountRecon.statementMetaData?.fileId,
|
|
49
50
|
statementUploadId: accountRecon.statementMetaData?.statementUploadId,
|
|
50
51
|
},
|
|
51
52
|
reconUpdatedAt: accountRecon.reconUpdatedAt,
|
package/lib/esm/epic.js
CHANGED
|
@@ -172,6 +172,7 @@ import { fetchDashboardLayoutEpic, } from './view/dashboardLayout/fetchDashboard
|
|
|
172
172
|
import { updateDashboardLayoutEpic, } from './view/dashboardLayout/updateDashboardLayoutEpic';
|
|
173
173
|
import { confirmStatementMappingEpic, } from './view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic';
|
|
174
174
|
import { deleteAccountStatementEpic, } from './view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic';
|
|
175
|
+
import { deleteCombinedStatementEpic, } from './view/expenseAutomationView/epics/accountRecon/deleteCombinedStatementEpic';
|
|
175
176
|
import { excludeAccountFromReconciliationEpic, } from './view/expenseAutomationView/epics/accountRecon/excludeAccountFromReconciliationEpic';
|
|
176
177
|
import { fetchReconciliationViewEpic as fetchExpenseAutomationReconciliationsViewEpic, } from './view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic';
|
|
177
178
|
import { includeAccountInReconciliationEpic, } from './view/expenseAutomationView/epics/accountRecon/includeAccountInReconciliationEpic';
|
|
@@ -807,6 +808,7 @@ const ALL_EPICS = [
|
|
|
807
808
|
deleteBillPayApprovalRuleEpic,
|
|
808
809
|
deleteCannedResponseEpic,
|
|
809
810
|
deleteChatSessionEpic,
|
|
811
|
+
deleteCombinedStatementEpic,
|
|
810
812
|
deleteConnectionEpic,
|
|
811
813
|
deleteFileEpic,
|
|
812
814
|
deleteFileListEpic,
|
package/lib/esm/index.js
CHANGED
|
@@ -187,7 +187,7 @@ import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLine
|
|
|
187
187
|
import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
|
|
188
188
|
import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
|
|
189
189
|
import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
|
|
190
|
-
import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
|
|
190
|
+
import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, deleteCombinedStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
|
|
191
191
|
import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
|
|
192
192
|
import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
|
|
193
193
|
import { getNewAccrualAccountsView as getJeNewAccrualAccountsView, getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
|
|
@@ -487,7 +487,7 @@ export {
|
|
|
487
487
|
// Bulk Upload Types
|
|
488
488
|
BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleSortKey, toJEPageTab, toggleJECreatedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts,
|
|
489
489
|
// Bulk Upload Actions
|
|
490
|
-
bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
|
|
490
|
+
bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
|
|
491
491
|
export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
|
|
492
492
|
export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
|
|
493
493
|
export { TOP_EX_TIME_PERIODS };
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js
CHANGED
|
@@ -3,7 +3,7 @@ import { catchError, exhaustMap, filter, mergeMap } from 'rxjs/operators';
|
|
|
3
3
|
import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
|
|
4
4
|
import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
|
|
5
5
|
import { isConfirmStatementMappingConflictResponse, transformConfirmStatementMappingConflictToState, transformConfirmStatementMappingPayloadToState, } from '../../payload/reconciliationPayload';
|
|
6
|
-
import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, } from '../../reducers/reconciliationViewReducer';
|
|
6
|
+
import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, fetchReconciliation, } from '../../reducers/reconciliationViewReducer';
|
|
7
7
|
function createConfirmStatementMappingErrorSnackbar(apiMessage) {
|
|
8
8
|
const trimmedApiMessage = apiMessage?.trim();
|
|
9
9
|
if (trimmedApiMessage != null && trimmedApiMessage !== '') {
|
|
@@ -39,7 +39,7 @@ export const confirmStatementMappingEpic = (actions$, _state$, zeniAPI) => actio
|
|
|
39
39
|
accountId,
|
|
40
40
|
selectedPeriod,
|
|
41
41
|
statementUploads: transformConfirmStatementMappingPayloadToState(response.data),
|
|
42
|
-
}));
|
|
42
|
+
}), fetchReconciliation(selectedPeriod, undefined, true, true));
|
|
43
43
|
}
|
|
44
44
|
const mappingConflict = isConfirmStatementMappingConflictResponse(response)
|
|
45
45
|
? transformConfirmStatementMappingConflictToState(response)
|
|
@@ -0,0 +1,54 @@
|
|
|
1
|
+
import { of } from 'rxjs';
|
|
2
|
+
import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
|
|
3
|
+
import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
|
|
4
|
+
import { updateAccountReconDeleteStatement } from '../../../../entity/accountRecon/accountReconReducer';
|
|
5
|
+
import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
|
|
6
|
+
import { removeFiles } from '../../../../entity/file/fileReducer';
|
|
7
|
+
import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
|
|
8
|
+
import { resolveCombinedStatementGroupId } from '../../helpers/reconciliationHelpers';
|
|
9
|
+
import { deleteAccountStatementFailure, deleteAccountStatementSuccess, deleteCombinedStatement, fetchReconciliation, } from '../../reducers/reconciliationViewReducer';
|
|
10
|
+
export const deleteCombinedStatementEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(deleteCombinedStatement.match), switchMap((action) => {
|
|
11
|
+
const { accountId, selectedPeriod, fileId } = action.payload;
|
|
12
|
+
let combinedStatementGroupId = action.payload.combinedStatementGroupId;
|
|
13
|
+
if (combinedStatementGroupId === '') {
|
|
14
|
+
const accountRecon = state$.value.expenseAutomationReconciliationViewState
|
|
15
|
+
.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
|
|
16
|
+
combinedStatementGroupId =
|
|
17
|
+
resolveCombinedStatementGroupId(accountRecon);
|
|
18
|
+
}
|
|
19
|
+
if (combinedStatementGroupId === '') {
|
|
20
|
+
return of(deleteAccountStatementFailure({
|
|
21
|
+
accountId,
|
|
22
|
+
selectedPeriod,
|
|
23
|
+
error: createZeniAPIStatus('Missing Data', 'No combined statement group id found for delete'),
|
|
24
|
+
}));
|
|
25
|
+
}
|
|
26
|
+
const deleteUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/combined-statement-groups/${combinedStatementGroupId}`;
|
|
27
|
+
return zeniAPI
|
|
28
|
+
.deleteAndGetJSON(deleteUrl)
|
|
29
|
+
.pipe(mergeMap((response) => {
|
|
30
|
+
if (isSuccessResponse(response) === true) {
|
|
31
|
+
const actions = [];
|
|
32
|
+
if (fileId != null && fileId !== '') {
|
|
33
|
+
actions.push(removeFiles([fileId]));
|
|
34
|
+
}
|
|
35
|
+
if (response.data != null) {
|
|
36
|
+
actions.push(updateAccountReconDeleteStatement(toAccountReconKey(accountId, selectedPeriod), {
|
|
37
|
+
statement_upload: response.data.statement_upload,
|
|
38
|
+
}));
|
|
39
|
+
}
|
|
40
|
+
actions.push(deleteAccountStatementSuccess({ accountId, selectedPeriod }), fetchReconciliation(selectedPeriod, undefined, true, true));
|
|
41
|
+
return of(...actions);
|
|
42
|
+
}
|
|
43
|
+
return of(deleteAccountStatementFailure({
|
|
44
|
+
accountId,
|
|
45
|
+
selectedPeriod,
|
|
46
|
+
error: response.status,
|
|
47
|
+
}));
|
|
48
|
+
}), catchError((error) => of(deleteAccountStatementFailure({
|
|
49
|
+
accountId,
|
|
50
|
+
selectedPeriod,
|
|
51
|
+
error: createZeniAPIStatus('Unexpected Error', 'Delete Combined Statement REST API call errored out ' +
|
|
52
|
+
(error instanceof Error ? error.message : String(error))),
|
|
53
|
+
}))));
|
|
54
|
+
}));
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js
CHANGED
|
@@ -57,7 +57,7 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
|
|
|
57
57
|
updateActions.push(updateAccounts(response.data.accounts, 'account_reconciliation'), updateAccounts(response.data.excluded_accounts ?? [], 'excluded_account_reconciliation'), updateAllUsers({
|
|
58
58
|
users: response.data.users ?? [],
|
|
59
59
|
updateType: 'merge',
|
|
60
|
-
}), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation));
|
|
60
|
+
}), updateFiles({ files: response.data.files ?? [] }), updateMultipleReconcileTransactions(allTransactionsPerRecon, 'merge'), updateAccountRecon(selectedPeriod, response.data.reconciliation, accountId == null));
|
|
61
61
|
const reviewTabLocalData = prepareReviewTabLocalData(response.data.reconciliation[0]?.transactions?.review ?? []);
|
|
62
62
|
if (accountId != null) {
|
|
63
63
|
const selectedTransactionIds = getTransactionIdFromCheckedMatchedTransactionPayload(response.data.reconciliation[0].transactions.reconcile);
|
package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js
CHANGED
|
@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
|
|
|
3
3
|
import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
|
|
4
4
|
import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
|
|
5
5
|
import { mapCombinedStatementUpdateLocalDataToRequestBody } from '../../helpers/mapStatementUpdateLocalDataToRequestBody';
|
|
6
|
+
import { resolveCombinedStatementGroupId } from '../../helpers/reconciliationHelpers';
|
|
6
7
|
import { isStatementDateConflictResponse, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
|
|
7
8
|
import { submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
|
|
8
9
|
import { getStatementUploadsFromParsedData } from '../../selectors/statementParseViewSelector';
|
|
@@ -23,12 +24,8 @@ export const updateCombinedStatementInfoEpic = (actions$, state$, zeniAPI) => ac
|
|
|
23
24
|
error: createZeniAPIStatus('Missing Data', 'No statement update data found for combined accounts'),
|
|
24
25
|
}));
|
|
25
26
|
}
|
|
26
|
-
const combinedStatementGroupId = accountRecon
|
|
27
|
-
|
|
28
|
-
.combinedStatementGroupId ??
|
|
29
|
-
parsedStatementData.statementUpload.combinedStatementDetails
|
|
30
|
-
?.combinedStatementGroupId;
|
|
31
|
-
if (combinedStatementGroupId == null || combinedStatementGroupId === '') {
|
|
27
|
+
const combinedStatementGroupId = resolveCombinedStatementGroupId(accountRecon);
|
|
28
|
+
if (combinedStatementGroupId === '') {
|
|
32
29
|
return of(submitStatementUpdateFailure({
|
|
33
30
|
accountId,
|
|
34
31
|
selectedPeriod,
|
|
@@ -12,6 +12,18 @@ export const getAllReviewTransactionsFromReconcilePayload = (reconcilePayload) =
|
|
|
12
12
|
});
|
|
13
13
|
return transactionsPerRecon;
|
|
14
14
|
};
|
|
15
|
+
/**
|
|
16
|
+
* Resolves combined group id from view record fields that may hold it after
|
|
17
|
+
* parse / mapping confirm (top-level, statement meta, or combined details).
|
|
18
|
+
*/
|
|
19
|
+
export function resolveCombinedStatementGroupId(accountRecon) {
|
|
20
|
+
return (accountRecon?.combinedStatementGroupId ??
|
|
21
|
+
accountRecon?.parsedStatementData?.statementUpload.statementMeta
|
|
22
|
+
.combinedStatementGroupId ??
|
|
23
|
+
accountRecon?.parsedStatementData?.statementUpload
|
|
24
|
+
.combinedStatementDetails?.combinedStatementGroupId ??
|
|
25
|
+
'');
|
|
26
|
+
}
|
|
15
27
|
export const isReviewTransactionBillPaymentType = (transaction) => {
|
|
16
28
|
return transaction.recommendedAction.action === 'record_bill_payment';
|
|
17
29
|
};
|
|
@@ -502,6 +502,18 @@ const expenseAutomationReconciliationView = createSlice({
|
|
|
502
502
|
// Drop sticky parse latch on discard so the drawer shows empty upload UI.
|
|
503
503
|
accountRecon.statementParseInProgress = false;
|
|
504
504
|
},
|
|
505
|
+
deleteCombinedStatement: (draft, action) => {
|
|
506
|
+
const { accountId, selectedPeriod } = action.payload;
|
|
507
|
+
const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
|
|
508
|
+
if (accountRecon == null) {
|
|
509
|
+
return;
|
|
510
|
+
}
|
|
511
|
+
accountRecon.statementDeleteStatus = {
|
|
512
|
+
fetchState: 'In-Progress',
|
|
513
|
+
error: undefined,
|
|
514
|
+
};
|
|
515
|
+
accountRecon.statementParseInProgress = false;
|
|
516
|
+
},
|
|
505
517
|
deleteAccountStatementSuccess: (draft, action) => {
|
|
506
518
|
const { accountId, selectedPeriod } = action.payload;
|
|
507
519
|
const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
|
|
@@ -912,7 +924,7 @@ const expenseAutomationReconciliationView = createSlice({
|
|
|
912
924
|
},
|
|
913
925
|
});
|
|
914
926
|
// Export actions
|
|
915
|
-
export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateStatementProcessingFailed, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, parseStatement, parseCombinedStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitCombinedStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, clearStatementDateConflict, confirmStatementMapping, confirmStatementMappingSuccess, confirmStatementMappingFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
|
|
927
|
+
export const { fetchReconciliation, fetchReconciliationFailure, fetchReconciliationSuccess, saveReconciliationDetail, saveReconciliationDetailFailure, updateSelectedAccountId, setConnectionInProgressForAccount, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, updateReconcileTabLocalData, updateReconcileTabListSortState, updateReconcileTabListScrollState, saveReconciliationDetailSuccess, updateSelectedTab, updateBalancesLocalData, initialiseLocalDataForSelectedAccountId, clearExpenseAutomationReconciliationView, updateSelectedDrawerAccountId, updateStatementProcessingFailed, updateReviewTabSortState, initializeReconciliationReviewTabLocalData, updateReviewTabLocalData, saveReconciliationReview, updateSaveReconciliationReviewFetchStatus, updateReconListScrollPosition, updateAccountReconciliationLocalData, deleteAccountStatement, deleteCombinedStatement, deleteAccountStatementSuccess, deleteAccountStatementFailure, excludeAccountFromReconciliation, excludeAccountFromReconciliationSuccess, excludeAccountFromReconciliationFailure, includeAccountInReconciliation, includeAccountInReconciliationSuccess, includeAccountInReconciliationFailure, uploadAccountStatement, uploadAccountStatementSuccess, uploadAccountStatementFailure, parseStatement, parseCombinedStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitCombinedStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, clearStatementDateConflict, confirmStatementMapping, confirmStatementMappingSuccess, confirmStatementMappingFailure, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
|
|
916
928
|
// Export reducer
|
|
917
929
|
export default expenseAutomationReconciliationView.reducer;
|
|
918
930
|
function isEntityStatementParsing(reconciliation) {
|
|
@@ -1039,7 +1051,13 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
|
|
|
1039
1051
|
accountReconciliationRecords.reconciliationByAccountID[reconciliation.account_id] = {
|
|
1040
1052
|
accountId: reconciliation.account_id,
|
|
1041
1053
|
reconciliationId: reconciliation.reconciliation_id ?? undefined,
|
|
1042
|
-
|
|
1054
|
+
// Full list fetch does not load transactions; keep per-account detail
|
|
1055
|
+
// fetch status so an in-flight/completed review load is not reset to
|
|
1056
|
+
// Not-Started (review UI treats that as loading).
|
|
1057
|
+
transactionFetchState: oldRecord?.transactionFetchState ?? {
|
|
1058
|
+
fetchState: 'Not-Started',
|
|
1059
|
+
error: undefined,
|
|
1060
|
+
},
|
|
1043
1061
|
refreshStatus: { fetchState: 'Not-Started', error: undefined },
|
|
1044
1062
|
statementDeleteStatus: { fetchState: 'Not-Started', error: undefined },
|
|
1045
1063
|
statementUploadStatus: preserveStatementUploadStatusAfterFetch(oldRecord),
|