@zeniai/client-epic-state 5.2.8-betaAK0 → 5.2.9

package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -1,87 +1,76 @@
-import { toStatementBalanceSourceStrict, } from '../types/reconciliationViewState';
-export function toReconciliationViewSummary(payload) {
-    return {
-        accounts: {
-            done: payload.accounts.done,
-            failed: payload.accounts.failed,
-            inProgress: payload.accounts.in_progress,
-            total: payload.accounts.total,
-        },
-        accountsToConnectCount: payload.accounts_to_connect_count,
-        autoMatched: {
-            matchedTxns: payload.auto_matched.matched_txns,
-            totalTxns: payload.auto_matched.total_txns,
-        },
-        needsReview: {
-            accountCount: payload.needs_review.account_count,
-            txnCount: payload.needs_review.txn_count,
-        },
-        timeSavedHours: 0,
-        timeSavedPercentage: payload.time_saved_percentage,
-        progressBar: payload.progress_bar != null
+import { convertToPeriod, } from '../../../commonStateTypes/timePeriod';
+import { toTransactionsToReviewPayload, } from '../../../entity/accountRecon/accountReconPayload';
+import { toMatchedTransactionPayload, } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+export function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
+    const { balance, initialClearedBalance } = accountReconciliationEntity;
+    const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
+    const period = convertToPeriod(selectedPeriod, true);
+    let payload = {};
+    payload = {
+        action: action.reconcileAction === 'save_reconcile_for_later'
+            ? 'save_for_later'
+            : action.reconcileAction,
+        account_type: 'bank',
+        bank_balance: balance?.amount ?? 0,
+        cleared_balance: localData.clearedBalance.amount,
+        variance: localData.variance.amount,
+        currency_code: balance?.currencyCode,
+        ...(initialClearedBalance?.amount != null
             ? {
-                aiPercentageShare: payload.progress_bar.ai_percentage_share,
-                completePercentage: payload.progress_bar.complete_percentage,
-                humanPercentageShare: payload.progress_bar.human_percentage_share,
-                remainingPercentage: payload.progress_bar.remaining_percentage,
+                initial_cleared_balance: initialClearedBalance.amount,
             }
-            : undefined,
+            : {}),
+    };
+    if (method === 'POST') {
+        payload = {
+            ...payload,
+            account_id: selectedAccountId,
+            start_date: period.start,
+            end_date: period.end,
+        };
+    }
+    if (action.reconcileAction === 'exclude') {
+        payload = {
+            ...payload,
+            exclude_transaction_ids: [action.excludeTransactionId],
+        };
+    }
+    const reconciledTransactionsPayload = createReconcileTransactionPayload(selectedTransactionIds, accountReconciliationEntity);
+    const reviewTransactionsPayload = createReviewTransactionPayload(accountReconciliationEntity);
+    return {
+        ...payload,
+        transactions: {
+            reconcile: reconciledTransactionsPayload,
+            review: reviewTransactionsPayload,
+        },
     };
 }
-export function isParseStatementCombinedResponsePayload(payload) {
-    return ('statement_uploads' in payload &&
-        Array.isArray(payload.statement_uploads) &&
-        payload.statement_uploads.length > 0 &&
-        // Batch group GET nests each upload under statement_upload — exclude that shape.
-        'statement_upload' in (payload.statement_uploads[0] ?? {}) === false);
+function createReconcileTransactionPayload(selectedIds, accountReconciliationEntity) {
+    const matchedTransactionsPayload = [];
+    const matchedReconcileTransactions = accountReconciliationEntity.transactionsToReconcile.map((transaction) => {
+        return {
+            ...transaction,
+            isTransactionChecked: selectedIds.includes(transaction.id),
+        };
+    });
+    matchedReconcileTransactions.forEach((transaction) => {
+        const matchTransactionPayload = toMatchedTransactionPayload(transaction);
+        matchedTransactionsPayload.push(matchTransactionPayload);
+    });
+    return matchedTransactionsPayload;
 }
-export function isUpdateStatementInfoCombinedResponsePayload(payload) {
-    return ('statement_uploads' in payload &&
-        Array.isArray(payload.statement_uploads) &&
-        payload.statement_uploads.length > 0);
+function createReviewTransactionPayload(accountReconciliationEntity) {
+    const reviewTransactionsPayload = [];
+    accountReconciliationEntity.transactionsToReview.forEach((transaction) => {
+        const matchTransactionPayload = toTransactionsToReviewPayload(transaction);
+        reviewTransactionsPayload.push(matchTransactionPayload);
+    });
+    return reviewTransactionsPayload;
 }
 export function isStatementDateConflictResponse(response) {
     return response.status.code === 409 && response.error_code != null;
 }
-function transformConfirmedCombinedStatementUploadsToState(statementUploads) {
-    return (statementUploads ?? []).map((statementUpload) => ({
-        accountId: statementUpload.account_id,
-        isCombinedStatementAnchor: statementUpload.is_combined_statement_anchor,
-        ledgerIdentifiers: statementUpload.ledger_identifiers ?? [],
-        statementUploadId: statementUpload.statement_upload_id,
-    }));
-}
-function transformCombinedStatementDetailsToState(details) {
-    if (details == null) {
-        return undefined;
-    }
-    return {
-        combinedStatementGroupId: details.combined_statement_group_id,
-        isMappingConfirmed: details.is_mapping_confirmed,
-        accounts: (details.accounts ?? []).map((account) => ({
-            ledgerIdentifier: account.ledger_identifier,
-            accountName: account.account_name,
-            accountType: account.account_type,
-            maskedAccountNumber: account.masked_account_number,
-            openingBalance: account.opening_balance,
-            closingBalance: account.closing_balance,
-            transactionCount: account.transaction_count,
-            isUploadContext: account.is_upload_context,
-            existingStatementStatus: account.existing_statement_status ?? null,
-            suggestion: account.suggestion != null
-                ? {
-                    accountId: account.suggestion.account_id,
-                    accountName: account.suggestion.account_name,
-                    matchedBy: account.suggestion.matched_by,
-                    matchConfidence: account.suggestion.match_confidence,
-                }
-                : null,
-        })),
-        statementUploads: transformConfirmedCombinedStatementUploadsToState(details.statement_uploads),
-    };
-}
 function transformStatementUploadPayloadToState(statementUploadPayload) {
-    const balanceSource = toStatementBalanceSourceStrict(statementUploadPayload.statement_meta.balance_source);
     return {
         account: {
             accountId: statementUploadPayload.account.account_id,
@@ -107,13 +96,6 @@ function transformStatementUploadPayloadToState(statementUploadPayload) {
             statementUploadId: statementUploadPayload.statement_meta.statement_upload_id,
             totalDeposits: statementUploadPayload.statement_meta.total_deposits,
             totalPayments: statementUploadPayload.statement_meta.total_payments,
-            isCombinedStatement: statementUploadPayload.statement_meta.is_combined_statement ??
-                undefined,
-            isCombinedStatementAnchor: statementUploadPayload.statement_meta.is_combined_statement_anchor ??
-                undefined,
-            combinedStatementGroupId: statementUploadPayload.statement_meta.combined_statement_group_id ??
-                undefined,
-            ...(balanceSource != null ? { balanceSource } : {}),
         },
         statementTransactions: (statementUploadPayload.statement_transactions ?? []).map((txn) => ({
             amount: txn.amount,
@@ -135,7 +117,6 @@ function transformStatementUploadPayloadToState(statementUploadPayload) {
             transactionMemo: txn.transaction_memo,
         })),
         aiSummary: transformAiSummaryPayloadToState(statementUploadPayload.ai_summary),
-        combinedStatementDetails: transformCombinedStatementDetailsToState(statementUploadPayload.combined_statement_details),
     };
 }
 function transformPreviousReconciliationInfoToState(payload) {
@@ -196,71 +177,11 @@ export function transformStatementDateConflictToState(response) {
     };
 }
 export function transformParseStatementPayloadToState(payload) {
-    if (isParseStatementCombinedResponsePayload(payload) === true) {
-        const statementUploads = payload.statement_uploads.map(transformStatementUploadPayloadToState);
-        const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
-        return {
-            statementUpload: anchorUpload,
-            statementUploads,
-        };
-    }
     return {
         statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
     };
 }
-export function transformCombinedStatementGroupPayloadToState(payload) {
-    const groupId = payload.combined_statement_group_id;
-    const statementUploads = (payload.statement_uploads ?? []).map((entry) => {
-        const upload = transformStatementUploadPayloadToState(entry.statement_upload);
-        if ((upload.statementMeta.combinedStatementGroupId == null ||
-            upload.statementMeta.combinedStatementGroupId === '') &&
-            groupId !== '') {
-            return {
-                ...upload,
-                statementMeta: {
-                    ...upload.statementMeta,
-                    combinedStatementGroupId: groupId,
-                },
-            };
-        }
-        return upload;
-    });
-    if (statementUploads.length === 0) {
-        throw new Error('Combined statement response has no statement uploads');
-    }
-    const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
-    return {
-        statementUpload: anchorUpload,
-        statementUploads,
-    };
-}
-export function isConfirmStatementMappingConflictResponse(response) {
-    return response.status.code === 409;
-}
-export function transformConfirmStatementMappingPayloadToState(payload) {
-    return transformConfirmedCombinedStatementUploadsToState(payload.statement_uploads);
-}
-export function transformConfirmStatementMappingConflictToState(response) {
-    if (isConfirmStatementMappingConflictResponse(response) === false) {
-        return null;
-    }
-    return {
-        collidingAccountId: response.colliding_account_id != null
-            ? response.colliding_account_id
-            : undefined,
-        collidingLedgerIdentifiers: response.colliding_ledger_identifiers ?? [],
-        previousReconciliationInfo: transformPreviousReconciliationInfoToState(response.previous_reconciliation_info),
-    };
-}
 export function transformUpdateStatementInfoPayloadToState(payload) {
-    if (isUpdateStatementInfoCombinedResponsePayload(payload) === true) {
-        const statementUploads = payload.statement_uploads.map(transformStatementUploadPayloadToState);
-        const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
-        return {
-            statementUpload: anchorUpload,
-            statementUploads,
-        };
-    }
     return {
         statementUpload: transformStatementUploadPayloadToState(payload.statement_upload),
     };
@@ -300,19 +221,3 @@ export function transformStatementUpdateStateToPayload(localData) {
 export function toStatementUpdateRequestBody(localData) {
     return transformStatementUpdateStateToPayload(localData);
 }
-export function transformBulkStatementUpdateStateToPayload(updates) {
-    return {
-        statement_uploads: updates.map(({ localData, statementUploadId }) => {
-            const body = transformStatementUpdateStateToPayload(localData);
-            return {
-                statement_upload_id: statementUploadId,
-                statement_meta: body.statement_meta,
-                statement_transactions: body.statement_transactions,
-            };
-        }),
-    };
-}
-/** Bulk PUT body for combined multi-account Confirm & Save. */
-export function toBulkStatementUpdateRequestBody(updates) {
-    return transformBulkStatementUpdateStateToPayload(updates);
-}

package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js

@@ -3,7 +3,7 @@ import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { toReconciliationAccountSource } from '../../../entity/account/accountState';
 import { toBankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
 import { clearAll } from '../../../rootActions';
-import { toReconciliationViewSummary, } from '../payload/reconciliationPayload';
+import { toReconciliationViewSummary, } from '../types/reconciliationViewState';
 // Initial state
 export const initialReconciliationTabsState = {
     balances: {
@@ -430,7 +430,7 @@ const expenseAutomationReconciliationView = createSlice({
             }
         },
         uploadAccountStatement: (draft, action) => {
-            const { accountId, selectedPeriod, statementAccountScope } = action.payload;
+            const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
             if (accountRecon != null) {
                 accountRecon.statementUploadStatus = {
@@ -455,22 +455,6 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
-                accountRecon.combinedStatementGroupId = undefined;
-                accountRecon.confirmedCombinedStatementUploads = undefined;
-                accountRecon.confirmStatementMappingStatus = {
-                    fetchState: 'Not-Started',
-                    error: undefined,
-                };
-                accountRecon.confirmStatementMappingConflict = null;
-                if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
-                }
-                if (statementAccountScope != null) {
-                    accountRecon.localData = {
-                        ...accountRecon.localData,
-                        statementAccountScope,
-                    };
-                }
             }
         },
         uploadAccountStatementSuccess: (draft, action) => {
@@ -533,16 +517,8 @@ const expenseAutomationReconciliationView = createSlice({
                     fetchState: 'Not-Started',
                     error: undefined,
                 };
-                accountRecon.combinedStatementGroupId = undefined;
-                accountRecon.confirmedCombinedStatementUploads = undefined;
-                accountRecon.confirmStatementMappingStatus = {
-                    fetchState: 'Not-Started',
-                    error: undefined,
-                };
-                accountRecon.confirmStatementMappingConflict = null;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
-                    accountRecon.localData.statementAccountScope = undefined;
+                    accountRecon.localData.statementUpdateLocalData = undefined;
                 }
             }
         },
@@ -568,17 +544,6 @@ const expenseAutomationReconciliationView = createSlice({
                 };
             }
         },
-        parseCombinedStatement: (draft, action) => {
-            const { accountId, selectedPeriod } = action.payload;
-            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                accountRecon.parsedStatementData = undefined;
-                accountRecon.statementParseStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            }
-        },
         parseStatementSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -633,7 +598,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementProcessingFailed = false;
                 accountRecon.statementParseInProgress = true;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
+                    accountRecon.localData.statementUpdateLocalData = undefined;
                 }
             }
         },
@@ -679,18 +644,19 @@ const expenseAutomationReconciliationView = createSlice({
                 parsedStatementData;
         },
         updateStatementUpdateLocalData: (draft, action) => {
-            const { accountId, selectedPeriod, statementUpdateLocalData, statementUploadId, } = action.payload;
+            const { accountId, selectedPeriod, statementUpdateLocalData } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon == null || statementUploadId === '') {
-                return;
-            }
-            if (accountRecon.localData == null) {
-                accountRecon.localData = {};
+            if (accountRecon != null) {
+                if (accountRecon.localData == null) {
+                    accountRecon.localData = {
+                        statementUpdateLocalData,
+                    };
+                }
+                else {
+                    accountRecon.localData.statementUpdateLocalData =
+                        statementUpdateLocalData;
+                }
             }
-            accountRecon.localData.statementUpdateLocalDataByUploadId = {
-                ...accountRecon.localData.statementUpdateLocalDataByUploadId,
-                [statementUploadId]: statementUpdateLocalData,
-            };
         },
         submitStatementUpdate: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
@@ -704,17 +670,6 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementDateConflict = null;
             }
         },
-        submitCombinedStatementUpdate: (draft, action) => {
-            const { accountId, selectedPeriod } = action.payload;
-            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                accountRecon.statementUpdateStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-                accountRecon.statementDateConflict = null;
-            }
-        },
         submitStatementUpdateSuccess: (draft, action) => {
             const { accountId, selectedPeriod } = action.payload;
             const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
@@ -729,7 +684,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementProcessingStartedAtMs = undefined;
                 accountRecon.statementProcessingTotalDurationSeconds = undefined;
                 if (accountRecon.localData != null) {
-                    accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
+                    accountRecon.localData.statementUpdateLocalData = undefined;
                 }
             }
         },
@@ -751,52 +706,6 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.statementDateConflict = null;
             }
         },
-        confirmStatementMapping: (draft, action) => {
-            const { accountId, selectedPeriod } = action.payload;
-            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                accountRecon.confirmStatementMappingStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-                accountRecon.confirmStatementMappingConflict = null;
-            }
-        },
-        confirmStatementMappingSuccess: (draft, action) => {
-            const { accountId, selectedPeriod, statementUploads } = action.payload;
-            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                accountRecon.confirmStatementMappingStatus = {
-                    fetchState: 'Completed',
-                    error: undefined,
-                };
-                accountRecon.confirmStatementMappingConflict = null;
-                accountRecon.confirmedCombinedStatementUploads = statementUploads;
-                const combinedStatementDetails = accountRecon.parsedStatementData?.statementUpload
-                    .combinedStatementDetails;
-                if (combinedStatementDetails != null) {
-                    combinedStatementDetails.isMappingConfirmed = true;
-                }
-                const combinedStatementGroupId = combinedStatementDetails?.combinedStatementGroupId ??
-                    accountRecon.parsedStatementData?.statementUpload.statementMeta
-                        .combinedStatementGroupId;
-                if (combinedStatementGroupId != null &&
-                    combinedStatementGroupId !== '') {
-                    accountRecon.combinedStatementGroupId = combinedStatementGroupId;
-                }
-            }
-        },
-        confirmStatementMappingFailure: (draft, action) => {
-            const { accountId, selectedPeriod, mappingConflict } = action.payload;
-            const accountRecon = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
-            if (accountRecon != null) {
-                accountRecon.confirmStatementMappingStatus = {
-                    fetchState: 'Error',
-                    error: action.payload.error,
-                };
-                accountRecon.confirmStatementMappingConflict = mappingConflict ?? null;
-            }
-        },
         updateAccountReconciliationLocalData: (draft, action) => {
             const { accountId, selectedPeriod, localData } = action.payload;
             const oldLocalData = draft.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)].reconciliationByAccountID[accountId].localData;
@@ -907,7 +816,7 @@ const expenseAutomationReconciliationView = createSlice({
     },
 });
 // Export actions
-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;
+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, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateStatementUpdateLocalData, submitStatementUpdate, submitStatementUpdateSuccess, submitStatementUpdateFailure, clearStatementDateConflict, updateStatementUploadChosen, updateNodeCollapseState, } = expenseAutomationReconciliationView.actions;
 // Export reducer
 export default expenseAutomationReconciliationView.reducer;
 function isEntityStatementParsing(reconciliation) {
@@ -921,7 +830,6 @@ function isEntityStatementParseTerminal(reconciliation) {
         statusCode === 'parsing_failed' ||
         statusCode === 'validation_failed' ||
         statusCode === 'processing_failed' ||
-        statusCode === 'parsed_awaiting_mapping' ||
         statusCode === 'deleting' ||
         statusCode === 'deleted');
 }
@@ -1057,13 +965,6 @@ function updateAllReconciliation(draft, accounts, selectedPeriod, reconciliation
                 error: undefined,
             },
             statementDateConflict: oldRecord?.statementDateConflict ?? null,
-            confirmStatementMappingStatus: oldRecord?.confirmStatementMappingStatus ?? {
-                fetchState: 'Not-Started',
-                error: undefined,
-            },
-            confirmStatementMappingConflict: oldRecord?.confirmStatementMappingConflict ?? null,
-            confirmedCombinedStatementUploads: oldRecord?.confirmedCombinedStatementUploads,
-            combinedStatementGroupId: oldRecord?.combinedStatementGroupId,
             localData: {
                 ...oldRecord?.localData,
                 accountSource: account?.reconciliation_source != null
@@ -1162,11 +1063,6 @@ const updateReconciliationByAccountIDOnIncludeAccount = (draft, accountId, recon
         statementParseStatus: { fetchState: 'Not-Started', error: undefined },
         reparseStatementStatus: { fetchState: 'Not-Started', error: undefined },
         statementDateConflict: null,
-        confirmStatementMappingStatus: {
-            fetchState: 'Not-Started',
-            error: undefined,
-        },
-        confirmStatementMappingConflict: null,
         localData: {},
         accountDetectionReason: undefined,
     };

package/lib/esm/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js

@@ -1 +1,39 @@
-export {};
+import { toCompletionStatusType, } from '../../../commonStateTypes/common';
+export const getAllSteps = (monthEndCloseChecksState, monthYearId, tenantId, auditSummary) => {
+    if (monthEndCloseChecksState.monthEndCloseChecksByTenantId[tenantId]?.[monthYearId] != null) {
+        const steps = monthEndCloseChecksState.monthEndCloseChecksByTenantId[tenantId][monthYearId].monthEndCloseCheckList.map((check) => {
+            switch (check.id) {
+                case 'month_end_insights':
+                    return {
+                        step: check.id,
+                        title: check.title,
+                        subTitle: check.description,
+                        completionStatus: check.progress === 100
+                            ? toCompletionStatusType('complete')
+                            : toCompletionStatusType('incomplete'),
+                        isDisabled: auditSummary == null || auditSummary.auditScorePercentage < 75,
+                        isPrevDisabled: false,
+                        isNextDisabled: false,
+                    };
+                case 'reconciliation':
+                case 'je_schedules':
+                case 'missing_receipts':
+                case 'flux_analysis':
+                case 'transaction_categorization':
+                    return {
+                        step: check.id,
+                        title: check.title,
+                        subTitle: check.description,
+                        completionStatus: check.progress === 100
+                            ? toCompletionStatusType('complete')
+                            : toCompletionStatusType('incomplete'),
+                        isDisabled: false,
+                        isPrevDisabled: false,
+                        isNextDisabled: false,
+                    };
+            }
+        });
+        return steps;
+    }
+    return [];
+};

package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js

@@ -5,7 +5,7 @@ import { getClassById } from '../../../entity/class/classSelector';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getUserByUserId } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
-import { getAllSteps } from './getAllStepsHelper';
+import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationFluxAnalysisView(state) {
     const { expenseAutomationFluxAnalysisViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { fetchState, error, lastRefreshSuccessTime, refreshStatus, uiState, reviewOperatingExpenseIdsByPeriod, selectedSectionIdsByPeriod, groupsBySelectedPeriod, fluxAnalysisEntities, bulkReviewStatus, currency, totalBalancesAndVariance, } = expenseAutomationFluxAnalysisViewState;

package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js

@@ -10,7 +10,7 @@ import { getClassList, getNestedClassListHierarchy, } from '../../classList/clas
 import { getAccountsTypesForScheduleDetails } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
 import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';
 import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
-import { getAllSteps } from './getAllStepsHelper';
+import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {

package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js

@@ -5,8 +5,8 @@ import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
 import { getSupportedTransactionById, getSupportedTransactionsByIds, } from '../../../entity/transaction/transactionSelector';
 import { isBatchListStatusCompleted } from '../payload/missingReceiptsPayload';
 import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsViewReducer';
+import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { isUnmatchedTabFileStatus, } from '../types/missingReceiptsViewState';
-import { getAllSteps } from './getAllStepsHelper';
 export function getExpenseAutomationMissingReceiptsView(state) {
     const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const currentTenant = getCurrentTenant(state);