@zeniai/client-epic-state 5.2.8 → 5.2.9

package/lib/esm/view/dashboard/dashboardEpic.js

@@ -25,8 +25,10 @@ import { fetchRewardsPlan } from '../referralView/referralReducer';
 import { fetchReimbursementCard } from '../reimbursementCard/reimbursementCardReducer';
 import { fetchRevenue } from '../revenue/revenueReducer';
 import { getRevenueReportFetchState } from '../revenue/revenueSelector';
+import { fetchTreasuryFunds } from '../spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { fetchTasksCard } from '../tasksCard/tasksCardReducer';
 import { fetchTopEx } from '../topEx/topExReducer';
+import { fetchZeniAccountsPromoCard } from '../zeniAccountsPromoCard/zeniAccountsPromoCardReducer';
 import { fetchDashboard } from './dashboardReducer';
 export const fetchDashboardEpic = (actions$, state$) => actions$.pipe(filter(fetchDashboard.match), switchMap((action) => {
     const { userId, companyId, fetchFullReport, cacheOverride, excludeResources, tenantId, } = action.payload;
@@ -64,6 +66,9 @@ export const fetchDashboardEpic = (actions$, state$) => actions$.pipe(filter(fet
         if (excludeResources.includes('accounts_receivable_aging') === false) {
             actions.push(fetchArAging(arAgingDate));
         }
+        if (excludeResources.includes('zeni_accounts_promo_card') === false) {
+            actions.push(fetchZeniAccountsPromoCard());
+        }
         if (!isInvestorBanker) {
             actions.push(fetchBillPayCard());
         }
@@ -80,6 +85,9 @@ export const fetchDashboardEpic = (actions$, state$) => actions$.pipe(filter(fet
                 refreshViewInBackground: false,
             }));
         }
+        if (excludeResources.includes('treasury_promo_card') === false) {
+            actions.push(fetchTreasuryFunds());
+        }
         return from(actions);
     }
     else {
@@ -156,6 +164,11 @@ export const fetchDashboardEpic = (actions$, state$) => actions$.pipe(filter(fet
             excludeResources.includes('accounts_receivable_aging') === false) {
             fetchActions.push(fetchArAging(arAgingDate));
         }
+        if (state.zeniAccountsPromoCardState.fetchState !== 'In-Progress' &&
+            !state.zeniAccountsPromoCardState.hasValidState() &&
+            excludeResources.includes('zeni_accounts_promo_card') === false) {
+            fetchActions.push(fetchZeniAccountsPromoCard());
+        }
         if (state.billPayCardState.fetchState !== 'In-Progress' &&
             !state.billPayCardState.hasValidState() &&
             !isInvestorBanker) {
@@ -184,6 +197,13 @@ export const fetchDashboardEpic = (actions$, state$) => actions$.pipe(filter(fet
                 refreshViewInBackground: false,
             }));
         }
+        if (state.treasurySetupViewState.treasuryFundsDetails.fetchStatus
+            .fetchState !== 'In-Progress' &&
+            state.treasurySetupViewState.treasuryFundsDetails.fetchStatus
+                .fetchState !== 'Completed' &&
+            excludeResources.includes('treasury_promo_card') === false) {
+            fetchActions.push(fetchTreasuryFunds());
+        }
         return from(fetchActions);
     }
 }));

package/lib/esm/view/dashboard/dashboardReducer.js

@@ -1,7 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../rootActions';
 import { dateNow } from '../../zeniDayJS';
+import { updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoRemindMeLaterClicked, } from '../spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 export const initialState = {
+    isTreasuryVideoClosed: false,
     lastFetchRequestTime: undefined,
 };
 const dashboard = createSlice({
@@ -25,12 +27,25 @@ const dashboard = createSlice({
                 };
             },
         },
+        updateTreasuryVideoClosed(draft) {
+            draft.isTreasuryVideoClosed = true;
+        },
+        clearDashboard(draft) {
+            Object.assign(draft, initialState);
+        },
     },
     extraReducers: (builder) => {
+        builder
+            .addCase(updateTreasuryPromoRemindMeLaterClicked, (draft) => {
+            draft.isTreasuryVideoClosed = true;
+        })
+            .addCase(updateTreasuryPromoIntroClosedByOutsideClick, (draft) => {
+            draft.isTreasuryVideoClosed = true;
+        });
         builder.addCase(clearAll, (draft) => {
             Object.assign(draft, initialState);
         });
     },
 });
-export const { fetchDashboard } = dashboard.actions;
+export const { fetchDashboard, updateTreasuryVideoClosed, clearDashboard } = dashboard.actions;
 export default dashboard.reducer;

package/lib/esm/view/dashboard/dashboardSelector.js

@@ -22,6 +22,7 @@ import { getReimbursementCardReport } from '../reimbursementCard/reimbursementCa
 import { getRevenueReport } from '../revenue/revenueSelector';
 import { getTasksCardReport } from '../tasksCard/tasksCardSelector';
 import { getTop6Expenses } from '../topEx/topExSelector';
+import { getZeniAccountsPromoCard } from '../zeniAccountsPromoCard/zeniAccountsPromoCardSelector';
 const getNetBurnOrIncomeForLast4Periods = (state) => {
     return getNetBurnOrIncomeReport(state.accountState, state.accountGroupState, state.sectionAccountsViewState, state.netBurnOrIncomeState, state.forecastState, state.forecastListState, newBalancesFilter(state.netBurnOrIncomeState.netBurnOrIncome.firstMonthOfFY, state.netBurnOrIncomeState.uiState.timeframe, 4, undefined, 'ascending_date', state.netBurnOrIncomeState.uiState.selectedAdditionalBalances));
 };
@@ -38,10 +39,10 @@ const tenantSelector = createSelector(getTenantsByCheckInDateSelector, getCurren
     tenantsOrdered,
     currentTenant,
 }));
-export const getDashboard = createSelector(tenantSelector, getCardBalance, getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, getInsights, getCompanyPassportView, getTasksCardReport, getBillPayCardReport, getReimbursementCardReport, apAgingSelector, arAgingSelector, getRewardsPlanCard, getDashboardCardsOrdered, (state) => {
+export const getDashboard = createSelector(tenantSelector, getCardBalance, getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, getInsights, getCompanyPassportView, getTasksCardReport, getBillPayCardReport, getReimbursementCardReport, apAgingSelector, arAgingSelector, getZeniAccountsPromoCard, getRewardsPlanCard, getDashboardCardsOrdered, (state) => {
     const currentTenant = getCurrentTenant(state);
     return getMonthEndCloseChecksViewByTenantId(state, currentTenant.tenantId);
-}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports) => {
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (state) => state.dashboardState.isTreasuryVideoClosed, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, isTreasuryVideoClosed) => {
     const isReimbursementFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
         .isReimbursementFeatureEnabled;
     const isBillPayFeatureEnabled = tenants.currentTenant.company?.featuresActivationInfo
@@ -210,6 +211,9 @@ export const getDashboard = createSelector(tenantSelector, getCardBalance, getCa
     if (isReimbursementFeatureEnabled === true && isAdmin) {
         reportsInOrder.push(reimbursementCard);
     }
+    if (additionalExcludedReports.includes('zeni_accounts_promo_card') === false) {
+        reportsInOrder.push(zeniAccountsPromoCard);
+    }
     if (additionalExcludedReports.includes('rewards_card') === false) {
         reportsInOrder.push(rewardsPlanCard);
     }
@@ -225,5 +229,6 @@ export const getDashboard = createSelector(tenantSelector, getCardBalance, getCa
         ...tenants,
         reportsInOrder,
         cardsForDashboardUI: cardsCopy,
+        isTreasuryVideoClosed,
     };
 });

package/lib/esm/view/dashboardLayout/dashboardLayoutReducer.js

@@ -77,6 +77,9 @@ const dashboardLayoutSlice = createSlice({
             draft.dashboardLayoutUpdateStatus.fetchState = 'Error';
             draft.dashboardLayoutUpdateStatus.error = action.payload;
         },
+        clearDashboardLayout(draft) {
+            Object.assign(draft, initialState);
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -84,5 +87,5 @@ const dashboardLayoutSlice = createSlice({
         });
     },
 });
-export const { fetchDashboardLayout, fetchDashboardLayoutSuccess, fetchDashboardLayoutFailure, updateDashboardLayout, updateDashboardLayoutSuccess, updateDashboardLayoutFailure, } = dashboardLayoutSlice.actions;
+export const { fetchDashboardLayout, fetchDashboardLayoutSuccess, fetchDashboardLayoutFailure, updateDashboardLayout, updateDashboardLayoutSuccess, updateDashboardLayoutFailure, clearDashboardLayout, } = dashboardLayoutSlice.actions;
 export default dashboardLayoutSlice.reducer;

package/lib/esm/view/expenseAutomationView/epics/accountRecon/deleteAccountStatementEpic.js

@@ -4,7 +4,7 @@ import { updateAccountReconDeleteStatement } from '../../../../entity/accountRec
 import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
 import { removeFiles } from '../../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
-import { deleteAccountStatement, deleteAccountStatementFailure, deleteAccountStatementSuccess, } from '../../reducers/reconciliationViewReducer';
+import { deleteAccountStatement, deleteAccountStatementFailure, deleteAccountStatementSuccess, fetchReconciliation, } from '../../reducers/reconciliationViewReducer';
 export const deleteAccountStatementEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteAccountStatement.match), switchMap((action) => {
     const { accountId, selectedPeriod, statementUploadId, fileId } = action.payload;
     const request = zeniAPI.deleteAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/statements/${statementUploadId}`);
@@ -17,6 +17,7 @@ export const deleteAccountStatementEpic = (actions$, _state$, zeniAPI) => action
                 actions.push(updateAccountReconDeleteStatement(accountReconKey, response.data));
             }
             actions.push(deleteAccountStatementSuccess({ accountId, selectedPeriod }));
+            actions.push(fetchReconciliation(selectedPeriod, undefined, true, true));
             return of(...actions);
         }
         else {

package/lib/esm/view/expenseAutomationView/epics/accountRecon/parseStatementEpic.js

@@ -5,23 +5,26 @@ import { transformParseStatementPayloadToState, } from '../../payload/reconcilia
 import { parseStatement, parseStatementFailure, parseStatementSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
 export const parseStatementEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(parseStatement.match), switchMap((action) => {
     const { accountId, selectedPeriod, statementUploadId } = action.payload;
-    const parseUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`;
-    return zeniAPI.getJSON(parseUrl).pipe(mergeMap((response) => {
+    const parseStatementApi$ = zeniAPI.getJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`);
+    return parseStatementApi$.pipe(mergeMap((response) => {
         if (isSuccessResponse(response) === true && response.data != null) {
-            return from([
-                updateParsedStatementData({
-                    accountId,
-                    selectedPeriod,
-                    parsedStatementData: transformParseStatementPayloadToState(response.data),
-                }),
-                parseStatementSuccess({ accountId, selectedPeriod }),
-            ]);
+            const actions = [];
+            const transformedData = transformParseStatementPayloadToState(response.data);
+            actions.push(updateParsedStatementData({
+                accountId,
+                selectedPeriod,
+                parsedStatementData: transformedData,
+            }));
+            actions.push(parseStatementSuccess({ accountId, selectedPeriod }));
+            return from(actions);
+        }
+        else {
+            return of(parseStatementFailure({
+                accountId,
+                selectedPeriod,
+                error: response.status,
+            }));
         }
-        return of(parseStatementFailure({
-            accountId,
-            selectedPeriod,
-            error: response.status,
-        }));
     }), catchError((error) => of(parseStatementFailure({
         accountId,
         selectedPeriod,

package/lib/esm/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.js

@@ -1,16 +1,14 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { convertToPeriod, } from '../../../../commonStateTypes/timePeriod';
-import { toTransactionsToReviewPayload, } from '../../../../entity/accountRecon/accountReconPayload';
 import { excludeReconReviewTransaction, updateAccountRecon, } from '../../../../entity/accountRecon/accountReconReducer';
-import { getAccountReconByAccountIdAndSelectedPeriod, } from '../../../../entity/accountRecon/accountReconSelector';
+import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../../entity/accountRecon/accountReconSelector';
 import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
-import { toMatchedTransactionPayload, } from '../../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
 import { updateMultipleReconcileTransactions } from '../../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { getAllReviewTransactionsFromReconcilePayload } from '../../helpers/reconciliationHelpers';
+import { createSaveReconciliationPayloadBasedOnActionAndMethod, } from '../../payload/reconciliationPayload';
 import { saveReconciliationDetail, saveReconciliationDetailFailure, saveReconciliationDetailSuccess, updateReconcileTabLocalData, updateSelectedAccountId, } from '../../reducers/reconciliationViewReducer';
 export const saveReconciliationDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveReconciliationDetail.match), mergeMap((action) => {
     const state = state$.value;
@@ -182,61 +180,3 @@ export function getTransactionIdFromCheckedMatchedTransactionPayload(transaction
         .map((transaction) => transaction.transaction_id);
     return selectedTransactionDetailKeys;
 }
-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);
-    const reconciledTransactionsPayload = createReconcileTransactionPayload(selectedTransactionIds, accountReconciliationEntity);
-    const reviewTransactionsPayload = createReviewTransactionPayload(accountReconciliationEntity);
-    return {
-        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,
-        transactions: {
-            reconcile: reconciledTransactionsPayload,
-            review: reviewTransactionsPayload,
-        },
-        ...(initialClearedBalance?.amount != null
-            ? {
-                initial_cleared_balance: initialClearedBalance.amount,
-            }
-            : {}),
-        ...(method === 'POST'
-            ? {
-                account_id: selectedAccountId,
-                start_date: period.start,
-                end_date: period.end,
-            }
-            : {}),
-        ...(action.reconcileAction === 'exclude'
-            ? { exclude_transaction_ids: [action.excludeTransactionId] }
-            : {}),
-    };
-}
-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;
-}
-function createReviewTransactionPayload(accountReconciliationEntity) {
-    const reviewTransactionsPayload = [];
-    accountReconciliationEntity.transactionsToReview.forEach((transaction) => {
-        const matchTransactionPayload = toTransactionsToReviewPayload(transaction);
-        reviewTransactionsPayload.push(matchTransactionPayload);
-    });
-    return reviewTransactionsPayload;
-}

package/lib/esm/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js

@@ -1,6 +1,6 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/timePeriod';
+import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
 import { addTransactionToReconcileList, excludeReconReviewTransaction, } from '../../../../entity/accountRecon/accountReconReducer';
 import { getAccountReconByAccountIdAndSelectedPeriod, } from '../../../../entity/accountRecon/accountReconSelector';
 import { toAccountReconKey, } from '../../../../entity/accountRecon/accountReconState';

package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateStatementInfoEpic.js

@@ -7,11 +7,12 @@ import { isStatementDateConflictResponse, transformStatementDateConflictToState,
 import { submitStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
 export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitStatementUpdate.match), switchMap((action) => {
     const { accountId, selectedPeriod, statementUploadId } = action.payload;
-    const accountRecon = state$.value.expenseAutomationReconciliationViewState
-        .accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+    const state = state$.value;
+    const reconciliationView = state.expenseAutomationReconciliationViewState;
+    const accountRecon = reconciliationView.accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId];
+    const localData = accountRecon?.localData?.statementUpdateLocalData;
     const parsedStatementData = accountRecon?.parsedStatementData;
-    const localData = accountRecon?.localData?.statementUpdateLocalDataByUploadId?.[statementUploadId];
-    if (parsedStatementData == null || localData == null) {
+    if (localData == null || parsedStatementData == null) {
         return of(submitStatementUpdateFailure({
             accountId,
             selectedPeriod,
@@ -19,7 +20,7 @@ export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.p
         }));
     }
     const hasInvalidUpdates = localData.statementTransactions.updated.some((txn) => txn.statementTransactionId == null);
-    if (hasInvalidUpdates === true) {
+    if (hasInvalidUpdates) {
         return of(submitStatementUpdateFailure({
             accountId,
             selectedPeriod,
@@ -27,15 +28,14 @@ export const updateStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.p
         }));
     }
     const body = mapStatementUpdateLocalDataToRequestBody(localData, parsedStatementData);
-    const updateUrl = `${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`;
-    return zeniAPI
-        .putAndGetJSON(updateUrl, body)
-        .pipe(mergeMap((response) => {
+    const updateStatementApi$ = zeniAPI.putAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/2.0/statement-uploads/${statementUploadId}`, body);
+    return updateStatementApi$.pipe(mergeMap((response) => {
         if (isSuccessResponse(response) === true && response.data != null) {
+            const parsedStatementData = transformUpdateStatementInfoPayloadToState(response.data);
             return of(updateParsedStatementData({
                 accountId,
                 selectedPeriod,
-                parsedStatementData: transformUpdateStatementInfoPayloadToState(response.data),
+                parsedStatementData,
             }), submitStatementUpdateSuccess({
                 accountId,
                 selectedPeriod,

package/lib/esm/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.js

@@ -1,22 +1,14 @@
 import fetch from 'cross-fetch';
-import { zeniAPI } from '../../../../zeniAPIClientState';
-function toStatementDocumentType(accountType, isCombinedStatement) {
-    if (isCombinedStatement === true) {
-        return accountType === 'credit_card'
-            ? 'reconciliation_combined_card_statement_upload'
-            : 'reconciliation_combined_bank_statement_upload';
-    }
-    return accountType === 'credit_card'
-        ? 'reconciliation_card_statement_upload'
-        : 'reconciliation_bank_statement_upload';
-}
-export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams, isCombinedStatement = false) {
+import { zeniAPI } from '../../../../init';
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
     let statementUpload;
     const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
     data.append('attachment_file_0', fileBlob);
     const attachment_json = JSON.stringify({
-        document_type: toStatementDocumentType(accountType, isCombinedStatement),
+        document_type: accountType === 'credit_card'
+            ? 'reconciliation_card_statement_upload'
+            : 'reconciliation_bank_statement_upload',
         purpose_id: 'reconciliation',
     });
     data.append('attachment_json_0', attachment_json);

package/lib/esm/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic.js

@@ -1,6 +1,6 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { convertToPeriod } from '../../../../commonStateTypes/timePeriod';
 import { getAccountBase } from '../../../../entity/account/accountSelector';
 import { updateAccountReconUploadStatement } from '../../../../entity/accountRecon/accountReconReducer';
 import { toAccountReconKey } from '../../../../entity/accountRecon/accountReconState';
@@ -8,7 +8,7 @@ import { updateFiles } from '../../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { uploadAccountStatement, uploadAccountStatementFailure, uploadAccountStatementSuccess, } from '../../reducers/reconciliationViewReducer';
 export const uploadAccountStatementEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(uploadAccountStatement.match), mergeMap((action) => {
-    const { accountId, selectedPeriod, payload, statementAccountScope } = action.payload;
+    const { accountId, selectedPeriod, payload } = action.payload;
     const { start, end } = convertToPeriod(selectedPeriod, true);
     const accountBase = getAccountBase(state$.value.accountState, accountId, 'account_reconciliation');
     if (accountBase == null) {
@@ -19,11 +19,6 @@ export const uploadAccountStatementEpic = (actions$, state$, zeniAPI) => actions
         }));
     }
     const statementType = accountBase.accountType == 'credit_card' ? 'card' : 'bank';
-    const localStatementAccountScope = state$.value.expenseAutomationReconciliationViewState
-        .accountReconciliationRecordsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]?.reconciliationByAccountID[accountId]?.localData
-        ?.statementAccountScope;
-    const resolvedStatementAccountScope = statementAccountScope ?? localStatementAccountScope ?? 'single_account';
-    const isCombinedStatement = resolvedStatementAccountScope === 'multi_account';
     const requestPayload = {
         account_id: accountId,
         statement_start_date: start.toString(),
@@ -31,7 +26,6 @@ export const uploadAccountStatementEpic = (actions$, state$, zeniAPI) => actions
         processor_run_id: payload.processor_run_id,
         file_id: payload.files[0].file_id,
         statement_type: statementType,
-        is_combined_statement: isCombinedStatement,
     };
     const uploadAccountStatementApi$ = zeniAPI.postAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/statements`, requestPayload);
     return uploadAccountStatementApi$.pipe(mergeMap((response) => {

package/lib/esm/view/expenseAutomationView/expenseAutomationViewReducer.js

@@ -64,6 +64,12 @@ const expenseAutomationView = createSlice({
                 return { payload: { newSelectedPeriod, tenantId } };
             },
         },
+        clearExpenseAutomationView(draft) {
+            return {
+                ...initialState,
+                selectedPeriodByTenantId: draft.selectedPeriodByTenantId,
+            };
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -74,5 +80,5 @@ const expenseAutomationView = createSlice({
         });
     },
 });
-export const { fetchAllExpenseAutomationTabs, updateCurrentSelectedPeriod, updateCurrentSelectedView, initializeSelectedPeriodForTenants, refreshExpenseAutomationCurrentTab, } = expenseAutomationView.actions;
+export const { fetchAllExpenseAutomationTabs, updateCurrentSelectedPeriod, updateCurrentSelectedView, clearExpenseAutomationView, initializeSelectedPeriodForTenants, refreshExpenseAutomationCurrentTab, } = expenseAutomationView.actions;
 export default expenseAutomationView.reducer;

package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -4,8 +4,8 @@ import { getMonthEndCloseChecksForATenantForSelectedPeriod } from '../../entity/
 import { getCurrentTenant, } from '../../entity/tenant/tenantSelector';
 import { getCompanyMonthEndReportSelectorView } from '../companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { getMonthEndCloseChecksViewByTenantId, isMonthEndInsightDisabled, } from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';
+import { getAllSteps, } from './selectorTypes/expenseAutomationViewSelectorTypes';
 import { getExpenseAutomationFluxAnalysisView } from './selectors/fluxAnalysisViewSelector';
-import { getAllSteps } from './selectors/getAllStepsHelper';
 import { getExpenseAutomationJESchedulesView } from './selectors/jeSchedulesViewSelector';
 import { getExpenseAutomationMissingReceiptsView } from './selectors/missingReceiptsSelector';
 import { getExpenseAutomationReconciliationView } from './selectors/reconciliationViewSelector';

package/lib/esm/view/expenseAutomationView/helpers/mapStatementUpdateLocalDataToRequestBody.js

@@ -1,7 +1,7 @@
-import { toBulkStatementUpdateRequestBody, toStatementUpdateRequestBody, } from '../payload/reconciliationPayload';
-import { getEffectiveStatementPeriod, getStatementUploadsFromParsedData, mergeStatementParseDeletedTransactionIds, } from '../selectors/statementParseViewSelector';
-const prepareStatementUpdateLocalData = (localData, statementUpload) => {
-    const { statementMeta, statementTransactions } = statementUpload;
+import { toStatementUpdateRequestBody } from '../payload/reconciliationPayload';
+import { getEffectiveStatementPeriod, mergeStatementParseDeletedTransactionIds, } from '../selectors/statementParseViewSelector';
+const prepareStatementUpdateLocalData = (localData, parsedStatementData) => {
+    const { statementMeta, statementTransactions } = parsedStatementData.statementUpload;
     const statementPeriod = getEffectiveStatementPeriod(statementMeta, localData.statementMeta);
     const localDeletedIds = localData.statementTransactions?.deletedIds ?? [];
     const currentTransactionIds = new Set(statementTransactions
@@ -27,19 +27,4 @@ const prepareStatementUpdateLocalData = (localData, statementUpload) => {
         },
     };
 };
-export const mapStatementUpdateLocalDataToRequestBody = (localData, parsedStatementData) => toStatementUpdateRequestBody(prepareStatementUpdateLocalData(localData, parsedStatementData.statementUpload));
-export const mapCombinedStatementUpdateLocalDataToRequestBody = (localDataByUploadId, parsedStatementData) => {
-    const statementUploads = getStatementUploadsFromParsedData(parsedStatementData);
-    const updates = statementUploads.map((statementUpload) => {
-        const statementUploadId = statementUpload.statementMeta.statementUploadId;
-        const localData = localDataByUploadId[statementUploadId];
-        if (localData == null) {
-            throw new Error(`Missing statement update local data for upload ${statementUploadId}`);
-        }
-        return {
-            statementUploadId,
-            localData: prepareStatementUpdateLocalData(localData, statementUpload),
-        };
-    });
-    return toBulkStatementUpdateRequestBody(updates);
-};
+export const mapStatementUpdateLocalDataToRequestBody = (localData, parsedStatementData) => toStatementUpdateRequestBody(prepareStatementUpdateLocalData(localData, parsedStatementData));

package/lib/esm/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js

@@ -1,4 +1,4 @@
-import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
 import { dateNow } from '../../../zeniDayJS';
 /**
  * Local calendar dates from (end − (days − 1)) through end, inclusive.

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

@@ -1,4 +1,4 @@
-import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/timePeriod';
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
 import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
 export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;