@zeniai/client-epic-state 5.2.8 → 5.2.9

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -4,8 +4,6 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
-exports.getLedgerAccountsForCombinedStatementMapping = getLedgerAccountsForCombinedStatementMapping;
-exports.getUnavailableLedgerAccountIds = getUnavailableLedgerAccountIds;
 const toolkit_1 = require("@reduxjs/toolkit");
 const big_js_1 = __importDefault(require("big.js"));
 const keys_1 = __importDefault(require("lodash/keys"));
@@ -21,7 +19,7 @@ const zeniDayJS_1 = require("../../../zeniDayJS");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
-const getAllStepsHelper_1 = require("./getAllStepsHelper");
+const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const statementParseViewSelector_1 = require("./statementParseViewSelector");
 exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -253,23 +251,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         }
         const accountReconState = accountReconForMonthYearPeriod.reconciliationByAccountID[accountID];
         const rawParsedStatementData = accountReconState.parsedStatementData;
-        const statementUpdateLocalDataByUploadId = accountReconState.localData?.statementUpdateLocalDataByUploadId;
-        const statementAccountScope = accountReconState.localData?.statementAccountScope;
-        const parsedStatementDataForView = (0, statementParseViewSelector_1.getParsedStatementDataForView)(rawParsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope);
-        const rawStatementUploads = rawParsedStatementData?.statementUploads != null &&
-            rawParsedStatementData.statementUploads.length > 0
-            ? rawParsedStatementData.statementUploads
-            : rawParsedStatementData?.statementUpload != null
-                ? [rawParsedStatementData.statementUpload]
-                : [];
-        const allCitationTransactions = rawStatementUploads.flatMap((statementUpload) => statementUpload.statementTransactions);
-        const statementTransactionPeriodById = rawStatementUploads.length > 0
-            ? Object.assign({}, ...rawStatementUploads.map((statementUpload) => {
-                const uploadId = statementUpload.statementMeta.statementUploadId;
-                const localMeta = statementUpdateLocalDataByUploadId?.[uploadId]?.statementMeta;
-                return (0, statementParseViewSelector_1.getStatementTransactionPeriodById)(statementUpload.statementTransactions, statementUpload.statementMeta, localMeta);
-            }))
-            : undefined;
+        const statementUpdateLocalData = accountReconState.localData?.statementUpdateLocalData;
+        const parsedStatementDataForView = (0, statementParseViewSelector_1.getParsedStatementDataForView)(rawParsedStatementData, statementUpdateLocalData);
         reconList[accountID] = {
             accountConnectionStatus: accountConnectionStatus.status,
             paymentAccountId: accountConnectionStatus.paymentAccountId,
@@ -280,10 +263,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             statementParseStatus: accountReconState.statementParseStatus,
             reparseStatementStatus: accountReconState.reparseStatementStatus,
             statementDateConflict: accountReconState.statementDateConflict,
-            confirmStatementMappingStatus: accountReconState.confirmStatementMappingStatus,
-            confirmStatementMappingConflict: accountReconState.confirmStatementMappingConflict,
-            confirmedCombinedStatementUploads: accountReconState.confirmedCombinedStatementUploads,
-            combinedStatementGroupId: accountReconState.combinedStatementGroupId,
             statementUpdateStatus: accountReconState.statementUpdateStatus,
             statementUploadStatus: accountReconState.statementUploadStatus,
             localData: accountReconState.localData,
@@ -294,8 +273,11 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             statementProcessingTotalDurationSeconds: accountReconState.statementProcessingTotalDurationSeconds,
             statementProcessingFailed: accountReconState.statementProcessingFailed,
             parsedStatementData: parsedStatementDataForView,
-            allCitationTransactions,
-            statementTransactionPeriodById,
+            allCitationTransactions: rawParsedStatementData?.statementUpload?.statementTransactions,
+            statementTransactionPeriodById: rawParsedStatementData?.statementUpload != null
+                ? (0, statementParseViewSelector_1.getStatementTransactionPeriodById)(rawParsedStatementData.statementUpload.statementTransactions, rawParsedStatementData.statementUpload.statementMeta, accountReconState.localData?.statementUpdateLocalData
+                    ?.statementMeta)
+                : undefined,
             transactionFetchState: (0, reduceFetchState_1.reduceAnyFetchState)([
                 accountReconState.transactionFetchState,
                 accountListState.byReportId.accountList,
@@ -365,8 +347,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                 statementParseStatus: { fetchState: 'Not-Started' },
                 reparseStatementStatus: { fetchState: 'Not-Started' },
                 statementDateConflict: null,
-                confirmStatementMappingStatus: { fetchState: 'Not-Started' },
-                confirmStatementMappingConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -421,7 +401,7 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         return (0, omit_1.default)(classData, ['accountIds', 'key']);
     });
     const allSteps = selectedPeriod != null
-        ? (0, getAllStepsHelper_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
+        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
         : [];
     const reconciliationCompletionStatus = allSteps.find((step) => step.step === 'reconciliation')?.completionStatus;
     const completionStatus = reconciliationCompletionStatus ?? 'incomplete';
@@ -484,19 +464,6 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
 const getReparseStatementStatusByAccountId = (state, accountId) => (0, exports.getExpenseAutomationReconciliationView)(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
 exports.getReparseStatementStatusByAccountId = getReparseStatementStatusByAccountId;
-function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID) {
-    return Object.values(accountReconciliationsByAccountID).map((accountReconciliation) => accountReconciliation.accountReconEntity.account);
-}
-const UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES = new Set(['in_progress', 'reconciled', 'reconciled_on_qbo']);
-function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID) {
-    return Object.values(accountReconciliationsByAccountID)
-        .filter((accountReconciliation) => {
-        const statusCode = accountReconciliation.accountReconEntity.reconciliationStatus?.code;
-        return (statusCode != null &&
-            UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES.has(statusCode));
-    })
-        .map((accountReconciliation) => accountReconciliation.accountReconEntity.account.accountId);
-}
 const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.d.ts

@@ -1,5 +1,4 @@
-import { ParsedStatementData, StatementAccountScope, StatementMeta, StatementTransaction, StatementUpdateLocalData, StatementUpload } from '../types/reconciliationViewState';
-export declare function getStatementUploadsFromParsedData(parsedStatementData: ParsedStatementData | undefined): StatementUpload[];
+import { ParsedStatementData, StatementMeta, StatementTransaction, StatementUpdateLocalData } from '../types/reconciliationViewState';
 export interface StatementPeriod {
     statementEndDate: string;
     statementStartDate: string;
@@ -7,7 +6,7 @@ export interface StatementPeriod {
 export declare const getEffectiveStatementPeriod: (parsedMeta: StatementMeta, localMeta: StatementMeta | undefined) => StatementPeriod;
 export declare const isStatementTransactionInPeriod: (transactionDate: string, statementStartDate: string, statementEndDate: string) => boolean;
 export declare const filterStatementTransactionsByPeriod: (transactions: StatementTransaction[], statementPeriod: StatementPeriod) => StatementTransaction[];
-export declare const getParsedStatementDataForView: (parsedStatementData: ParsedStatementData | undefined, statementUpdateLocalDataByUploadId?: Record<string, StatementUpdateLocalData>, statementAccountScope?: StatementAccountScope) => ParsedStatementData | undefined;
+export declare const getParsedStatementDataForView: (parsedStatementData: ParsedStatementData | undefined, statementUpdateLocalData: StatementUpdateLocalData | undefined) => ParsedStatementData | undefined;
 export declare const getStatementTransactionPeriodById: (allParsedTransactions: StatementTransaction[], parsedMeta: StatementMeta, localMeta: StatementMeta | undefined) => Record<string, boolean>;
 export declare const getDateFilteredDeletedTransactionIds: (allParsedTransactions: StatementTransaction[], statementPeriod: StatementPeriod) => string[];
 export declare const mergeStatementParseDeletedTransactionIds: (originalTransactions: StatementTransaction[], statementPeriod: StatementPeriod, currentTransactionIds: Set<string>) => string[];

package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.js

@@ -1,21 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.mergeStatementParseDeletedTransactionIds = exports.getDateFilteredDeletedTransactionIds = exports.getStatementTransactionPeriodById = exports.getParsedStatementDataForView = exports.filterStatementTransactionsByPeriod = exports.isStatementTransactionInPeriod = exports.getEffectiveStatementPeriod = void 0;
-exports.getStatementUploadsFromParsedData = getStatementUploadsFromParsedData;
 const zeniDayJS_1 = require("../../../zeniDayJS");
-function getStatementUploadsFromParsedData(parsedStatementData) {
-    if (parsedStatementData == null) {
-        return [];
-    }
-    if (parsedStatementData.statementUploads != null &&
-        parsedStatementData.statementUploads.length > 0) {
-        return parsedStatementData.statementUploads;
-    }
-    if (parsedStatementData.statementUpload != null) {
-        return [parsedStatementData.statementUpload];
-    }
-    return [];
-}
 const getEffectiveStatementPeriod = (parsedMeta, localMeta) => ({
     statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
         ? localMeta.statementStartDate
@@ -45,44 +31,24 @@ const filterStatementTransactionsByPeriod = (transactions, statementPeriod) => {
     return transactions.filter((transaction) => (0, exports.isStatementTransactionInPeriod)(transaction.transactionDate, statementStartDate, statementEndDate));
 };
 exports.filterStatementTransactionsByPeriod = filterStatementTransactionsByPeriod;
-const getStatementUploadForView = (statementUpload, statementUpdateLocalData) => {
-    const parsedMeta = statementUpload.statementMeta;
-    const localMeta = statementUpdateLocalData?.statementMeta;
-    const effectiveMeta = localMeta ?? parsedMeta;
-    const statementPeriod = (0, exports.getEffectiveStatementPeriod)(parsedMeta, localMeta);
-    return {
-        ...statementUpload,
-        statementMeta: effectiveMeta,
-        statementTransactions: (0, exports.filterStatementTransactionsByPeriod)(statementUpload.statementTransactions, statementPeriod),
-    };
-};
-const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope) => {
+const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalData) => {
     if (parsedStatementData == null) {
         return undefined;
     }
-    const statementUploads = getStatementUploadsFromParsedData(parsedStatementData);
-    if (statementUploads.length === 0) {
-        return undefined;
-    }
-    if (statementAccountScope === 'multi_account') {
-        const viewedUploads = statementUploads.map((statementUpload) => {
-            const uploadId = statementUpload.statementMeta.statementUploadId;
-            return getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]);
-        });
-        const anchorUploadId = parsedStatementData.statementUpload.statementMeta.statementUploadId;
-        const viewedAnchor = viewedUploads.find((upload) => upload.statementMeta.statementUploadId === anchorUploadId) ?? viewedUploads[0];
-        return {
-            statementUpload: viewedAnchor,
-            statementUploads: viewedUploads,
-        };
-    }
     const statementUpload = parsedStatementData.statementUpload;
     if (statementUpload == null) {
         return undefined;
     }
-    const uploadId = statementUpload.statementMeta.statementUploadId;
+    const parsedMeta = statementUpload.statementMeta;
+    const localMeta = statementUpdateLocalData?.statementMeta;
+    const effectiveMeta = localMeta ?? parsedMeta;
+    const statementPeriod = (0, exports.getEffectiveStatementPeriod)(parsedMeta, localMeta);
     return {
-        statementUpload: getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]),
+        statementUpload: {
+            ...statementUpload,
+            statementMeta: effectiveMeta,
+            statementTransactions: (0, exports.filterStatementTransactionsByPeriod)(statementUpload.statementTransactions, statementPeriod),
+        },
     };
 };
 exports.getParsedStatementDataForView = getParsedStatementDataForView;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts

@@ -1,6 +1,6 @@
 import { ID } from '../../../commonStateTypes/common';
 import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
-import { RootState } from '../../../rootStateTypes';
+import { RootState } from '../../../reducer';
 import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
 import { TransactionView } from '../transactionFilterHelpers';
 export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -15,8 +15,8 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
+const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
-const getAllStepsHelper_1 = require("./getAllStepsHelper");
 // Walks the tab's transactionReviewLocalDataById map and returns
 // `{ [transactionId]: true }` for every transaction that has at least
 // one line whose targeted-fetch is In-Progress. Pulled out as a plain
@@ -210,7 +210,7 @@ function getExpenseAutomationTransactionView(state) {
         },
     };
     const allSteps = monthYearPeriodId != null
-        ? (0, getAllStepsHelper_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
+        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';

package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts

@@ -13,13 +13,32 @@ import { TransactionType } from '../../entity/transaction/stateTypes/transaction
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { ZeniDate } from '../../zeniDayJS';
 import { TransactionReviewLocalDataSelectorView } from './selectorTypes/transactionsViewSelectorTypes';
-import { TransactionFilters } from './transactionFilterTypes';
 /**
  * Re-exported here so the CES barrel can pull TC's primitives from the
  * Expense Automation surface without reaching into `commonStateTypes`
  * directly — keeps the barrel's existing import topology stable.
  */
 export type { CategoryCombinationOperator, FilterCategoryType };
+export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
+export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
+export interface TransactionFilterCategoryDropdownOption {
+    value: TransactionFilterCategoryField;
+    multiple?: boolean;
+    type?: FilterCategoryType;
+}
+export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
+/** Amount filter operators for transaction_categorization. */
+export type TransactionFilterAmountMatchingOperator = 'equal' | 'not_equal' | 'less_than' | 'greater_than' | 'in_between';
+export interface TransactionFilterCategory {
+    field: TransactionFilterCategoryField;
+    matchingOperator: TransactionFilterAmountMatchingOperator;
+    values: (string | number)[];
+    valuesCombinationOperator: 'ANY';
+}
+export interface TransactionFilters {
+    categories: TransactionFilterCategory[];
+    categoryCombinationOperator: CategoryCombinationOperator;
+}
 export interface TransactionView {
     amount: Amount;
     createTime: ZeniDate;

package/lib/view/expenseAutomationView/transactionFilterHelpers.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.applyTransactionFilters = void 0;
+exports.applyTransactionFilters = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
 /**
  * Narrowing type-guard for "has a non-empty string here". Used in place of
  * raw `if (foo)` truthiness checks on `string | null | undefined` values so
@@ -23,6 +23,14 @@ const getFirstLineItemFromReviewLocalData = (localData) => {
     const lineItems = Object.values(lineItemById);
     return lineItems.length > 0 ? lineItems[0] : undefined;
 };
+exports.TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'dropdown' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];
 /**
  * Per-line amounts for a transaction, preserving the canonical source
  * precedence:

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

@@ -1,4 +1,4 @@
-export declare const toCompletedSubTab: (v: string) => "all" | "ai_accountant" | "manual";
+export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
 export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
 /**
  * "No sub-tab filter" sentinel — single source of truth for the default

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

@@ -5,7 +5,7 @@ import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderType
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniDate } from '../../../zeniDayJS';
-export type FluxAnalysisSectionType = 'generalExpense' | 'reimbursement';
+import { FluxAnalysisSectionType } from '../selectorTypes/fluxAnalysisViewSelectorTypes';
 declare const toFluxAnalysisSortKey: (v: string) => "vendor" | "status" | "variance";
 export type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;
 export type FluxAnalysisActionType = 'review' | 'unreview';

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

@@ -6,9 +6,9 @@ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
 import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "type" | "vendor" | "category" | "class" | "memo" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths" | "runningBalance" | "totalAmount" | "transactionDate";
+export declare const toJEScheduleSortKey: (v: string) => "type" | "vendor" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
-export declare const toJEScheduleMainTab: (v: string) => "pending_review" | "completed" | "ongoing";
+export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
 export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
 export interface JESchedulesViewUIState {
     scrollPosition: {

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

@@ -2,7 +2,7 @@ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { CompletedSubTab } from './completedSubTab';
-export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "category" | "class" | "amount";
+export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "amount" | "category" | "class";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
     scrollPosition: {
@@ -18,7 +18,7 @@ export interface MissingReceiptsViewUIState {
  * Kept in sync with `ManualSearchInput` in web-components (fires search only when length ≥ this).
  */
 export declare const MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = 2;
-export declare const toBatchStatusValue: (v: string) => "pending" | "completed" | "processing";
+export declare const toBatchStatusValue: (v: string) => "processing" | "completed" | "pending";
 export type BatchStatusValue = ReturnType<typeof toBatchStatusValue>;
 /** Canonical batch file statuses (API ingress may use aliases; see `parseBatchFileStatus`). */
 export declare const BATCH_FILE_STATUSES: readonly ["exact_match", "possible_matches", "no_match", "failed"];
@@ -34,7 +34,7 @@ export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatch
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
-export declare const toBulkUploadSortKey: (v: string) => "date" | "vendor" | "category" | "class" | "amount";
+export declare const toBulkUploadSortKey: (v: string) => "date" | "vendor" | "amount" | "category" | "class";
 export type BulkUploadSortKey = ReturnType<typeof toBulkUploadSortKey>;
 export interface CandidateRef {
     matchScore: number;

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

@@ -7,6 +7,7 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
 export interface PolygonPoint {
     x: number;
     y: number;
@@ -28,9 +29,6 @@ export interface StatementTransaction {
     transactionDirection: 'debit' | 'credit';
     transactionMemo: string;
 }
-export declare const toStatementBalanceSource: (v: string) => "ocr" | "prior_recon" | "default_zero";
-export type StatementBalanceSource = ReturnType<typeof toStatementBalanceSource>;
-export declare const toStatementBalanceSourceStrict: (v: string | null | undefined) => StatementBalanceSource | undefined;
 export interface StatementMeta {
     closingBalance: number;
     openingBalance: number;
@@ -47,10 +45,6 @@ export interface StatementMeta {
     statementUploadId: string;
     totalDeposits: number;
     totalPayments: number;
-    balanceSource?: StatementBalanceSource;
-    combinedStatementGroupId?: string;
-    isCombinedStatement?: boolean;
-    isCombinedStatementAnchor?: boolean;
 }
 export interface AccountInfo {
     accountId: string;
@@ -98,63 +92,15 @@ export interface AiSummary {
     fieldsCaptured: AiSummaryField[];
     transactionsExtracted: number;
 }
-export interface CombinedStatementAccountSuggestion {
-    accountId: ID;
-    accountName: string;
-    matchConfidence: number;
-    matchedBy: string;
-}
-export interface CombinedStatementAccount {
-    accountName: string;
-    accountType: string;
-    closingBalance: number;
-    isUploadContext: boolean;
-    ledgerIdentifier: string;
-    maskedAccountNumber: string;
-    openingBalance: number;
-    transactionCount: number;
-    existingStatementStatus?: {
-        code: string;
-        label: string;
-    } | null;
-    suggestion?: CombinedStatementAccountSuggestion | null;
-}
-export interface CombinedStatementDetails {
-    accounts: CombinedStatementAccount[];
-    combinedStatementGroupId: string;
-    isMappingConfirmed: boolean;
-    statementUploads: ConfirmedCombinedStatementUpload[];
-}
-export interface ConfirmedCombinedStatementUpload {
-    accountId: ID;
-    isCombinedStatementAnchor: boolean;
-    ledgerIdentifiers: string[];
-    statementUploadId: ID;
-}
-export interface ConfirmStatementMappingConflict {
-    collidingLedgerIdentifiers: string[];
-    collidingAccountId?: ID;
-    previousReconciliationInfo?: PreviousReconciliationInfo | null;
-}
 export interface StatementUpload {
     account: AccountInfo;
     file: FileInfo | null;
     statementMeta: StatementMeta;
     statementTransactions: StatementTransaction[];
     aiSummary?: AiSummary | null;
-    combinedStatementDetails?: CombinedStatementDetails;
 }
 export interface ParsedStatementData {
-    /**
-     * Single-account parse: the only upload.
-     * Combined-account parse: the anchor / PDF-owning upload (also in statementUploads).
-     */
     statementUpload: StatementUpload;
-    /**
-     * Present only for combined multi-account parse responses after mapping.
-     * When set, ParseInfo renders one section per upload.
-     */
-    statementUploads?: StatementUpload[];
 }
 export interface ReconciliationSummaryAccounts {
     done: number;
@@ -185,6 +131,7 @@ export interface ReconciliationViewSummary {
     timeSavedPercentage: number;
     progressBar?: ReconciliationSummaryProgressBar;
 }
+export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
 export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
 export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
 export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
@@ -198,9 +145,9 @@ export interface SaveReconciliationDetailFailurePayload {
     error: ZeniAPIStatus;
     fetchStateByAction: SaveReconcileDetailActionPayload;
 }
-export declare const toReconciliationTabsType: (v: string) => "review" | "reconcile";
+export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
 export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
-declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "memo" | "account" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
+declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "account" | "memo" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
 export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
 export interface ReconciliationReconcileTabLocalData {
     selectedTransactionIds: ID[];
@@ -317,16 +264,9 @@ export interface StatementTransactionsUpdate {
     deletedIds: string[];
     updated: StatementTransactionForUpdate[];
 }
-/** Client-only totals derived from in-period transactions; not sent on PUT. */
-export interface StatementBalancesFromTransactions {
-    closingBalance: number;
-    totalDeposits: number;
-    totalPayments: number;
-}
 export interface StatementUpdateLocalData {
     statementMeta: StatementMeta;
     statementTransactions: StatementTransactionsUpdate;
-    balancesFromTransactions?: StatementBalancesFromTransactions;
 }
 export interface StatementUpdateLocalDataPayload {
     statement_meta: {
@@ -354,20 +294,12 @@ export interface StatementUpdateLocalDataPayload {
         }>;
     };
 }
-export declare const toStatementAccountScope: (v: string) => "single_account" | "multi_account";
-export type StatementAccountScope = ReturnType<typeof toStatementAccountScope>;
-export declare const toStatementAccountScopeStrict: (v: string | null | undefined) => StatementAccountScope | undefined;
-export declare const STATEMENT_ACCOUNT_SCOPES: readonly StatementAccountScope[];
 export interface AccountReconciliationLocalData {
     accountSource?: ReconciliationAccountSourceType;
-    statementAccountScope?: StatementAccountScope;
-    /** Confirm & Save drafts keyed by statementUploadId (single and combined). */
-    statementUpdateLocalDataByUploadId?: Record<string, StatementUpdateLocalData>;
+    statementUpdateLocalData?: StatementUpdateLocalData;
 }
 export interface AccountReconciliationDataWithTransactionFetchState {
     accountId: ID;
-    confirmStatementMappingConflict: ConfirmStatementMappingConflict | null;
-    confirmStatementMappingStatus: FetchStateAndError;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
     reparseStatementStatus: FetchStateAndError;
@@ -387,9 +319,6 @@ export interface AccountReconciliationDataWithTransactionFetchState {
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
-    /** Persisted after mapping confirm for batch GET / group pusher resolution. */
-    combinedStatementGroupId?: string;
-    confirmedCombinedStatementUploads?: ConfirmedCombinedStatementUpload[];
     parsedStatementData?: ParsedStatementData;
     reconciliationId?: ID;
     /** Wall-clock start used to recompute UI step progress after backgrounding. */

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

@@ -1,16 +1,37 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.STATEMENT_ACCOUNT_SCOPES = exports.toStatementAccountScopeStrict = exports.toStatementAccountScope = exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = exports.toStatementBalanceSourceStrict = exports.toStatementBalanceSource = void 0;
+exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+exports.toReconciliationViewSummary = toReconciliationViewSummary;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-const ALL_STATEMENT_BALANCE_SOURCES = [
-    'ocr',
-    'prior_recon',
-    'default_zero',
-];
-const toStatementBalanceSource = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_STATEMENT_BALANCE_SOURCES);
-exports.toStatementBalanceSource = toStatementBalanceSource;
-const toStatementBalanceSourceStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_STATEMENT_BALANCE_SOURCES);
-exports.toStatementBalanceSourceStrict = toStatementBalanceSourceStrict;
+function toReconciliationViewSummary(payload) {
+    return {
+        accounts: {
+            done: payload.accounts.done,
+            failed: payload.accounts.failed,
+            inProgress: payload.accounts.in_progress,
+            total: payload.accounts.total,
+        },
+        accountsToConnectCount: payload.accounts_to_connect_count,
+        autoMatched: {
+            matchedTxns: payload.auto_matched.matched_txns,
+            totalTxns: payload.auto_matched.total_txns,
+        },
+        needsReview: {
+            accountCount: payload.needs_review.account_count,
+            txnCount: payload.needs_review.txn_count,
+        },
+        timeSavedHours: 0,
+        timeSavedPercentage: payload.time_saved_percentage,
+        progressBar: payload.progress_bar != null
+            ? {
+                aiPercentageShare: payload.progress_bar.ai_percentage_share,
+                completePercentage: payload.progress_bar.complete_percentage,
+                humanPercentageShare: payload.progress_bar.human_percentage_share,
+                remainingPercentage: payload.progress_bar.remaining_percentage,
+            }
+            : undefined,
+    };
+}
 exports.RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',
@@ -44,12 +65,3 @@ const RECON_REVIEW_SORT_KEYS = [
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);
-const ALL_STATEMENT_ACCOUNT_SCOPES = [
-    'single_account',
-    'multi_account',
-];
-const toStatementAccountScope = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_STATEMENT_ACCOUNT_SCOPES);
-exports.toStatementAccountScope = toStatementAccountScope;
-const toStatementAccountScopeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_STATEMENT_ACCOUNT_SCOPES);
-exports.toStatementAccountScopeStrict = toStatementAccountScopeStrict;
-exports.STATEMENT_ACCOUNT_SCOPES = ALL_STATEMENT_ACCOUNT_SCOPES;

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

@@ -9,7 +9,7 @@ import { ClassBase } from '../../../entity/class/classState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity, EntityType } from '../../../entity/genericEntity/entity';
 import { ProjectBase } from '../../../entity/project/projectState';
-import { TransactionID } from '../../../entity/transaction/stateTypes/transactionID';
+import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../../entity/vendor/vendorState';
@@ -17,15 +17,15 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-import { TransactionFilters } from '../transactionFilterTypes';
+import { TransactionFilters } from '../transactionFilterHelpers';
 import { CompletedSubTab } from './completedSubTab';
 import { TransactionGroup } from './transactionGroup';
-export declare const toTransactionsSortKey: (v: string) => "project" | "date" | "vendor" | "category" | "class" | "amount" | "payment_account" | "transaction_type" | "memo_and_receipt";
+export declare const toTransactionsSortKey: (v: string) => "date" | "vendor" | "project" | "amount" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";
 export type TransactionsTab = ReturnType<typeof toTransactionsTabKey>;
-export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
+export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_refund_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
 export type TransactionCategorizationKey = ReturnType<typeof getTransactionCategorizationKey>;
 export interface TransactionsViewUIState {
     nodeCollapseState: Record<ID, boolean>;

package/lib/view/featureNotificationView/epics/fetchRegisteredInterestsEpic.d.ts

@@ -1,5 +1,5 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
-import { RootState } from '../../../rootStateTypes';
+import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchRegisteredInterests, fetchRegisteredInterestsFailure, fetchRegisteredInterestsSuccess } from '../featureNotificationViewReducer';
 export type ActionType = ReturnType<typeof fetchRegisteredInterests> | ReturnType<typeof fetchRegisteredInterestsSuccess> | ReturnType<typeof fetchRegisteredInterestsFailure>;
@@ -10,7 +10,7 @@ export declare const fetchRegisteredInterestsEpic: (actions$: ActionsObservable<
     type: "featureNotificationView/fetchRegisteredInterestsSuccess";
 } | {
     payload: {
-        status: import("../../../zeniAPIStatus").ZeniAPIStatus<Record<string, unknown>>;
+        status: import("../../../responsePayload").ZeniAPIStatus<Record<string, unknown>>;
     };
     type: "featureNotificationView/fetchRegisteredInterestsFailure";
 }>;