@zeniai/client-epic-state 4.15.17 → 4.15.19

package/lib/entity/customer/customerPayload.d.ts

@@ -7,7 +7,7 @@ export interface CustomerBasePayload {
     logo?: URLPayload;
 }
 export declare const toCustomerBase: (payload: CustomerBasePayload, parseOutParentName: boolean) => CustomerBase;
-export declare const toCustomerBasePayload: (customer: CustomerBase | undefined) => CustomerBasePayload;
+export declare const toCustomerBasePayload: (customer: CustomerBase | undefined, customerUpdates?: CustomerBase) => CustomerBasePayload;
 export interface CustomerPayload extends CustomerBasePayload {
     currency_symbol: string | null;
     currency_code: string | null;

package/lib/entity/customer/customerPayload.js

@@ -12,13 +12,23 @@ const toCustomerBase = (payload, parseOutParentName) => ({
     logo: payload.logo != null ? (0, urlPayload_1.toURL)(payload.logo) : undefined,
 });
 exports.toCustomerBase = toCustomerBase;
-const toCustomerBasePayload = (customer) => {
+const toCustomerBasePayload = (customer, customerUpdates) => {
     var _a, _b;
-    return ({
-        customer_id: (_a = (customer && customer.id)) !== null && _a !== void 0 ? _a : '',
-        customer_name: (_b = (customer && customer.name)) !== null && _b !== void 0 ? _b : '',
-        qbo_id: customer === null || customer === void 0 ? void 0 : customer.qboId,
-    });
+    if (customer != null && customer.id != null) {
+        return {
+            customer_id: customer.id,
+            customer_name: customer.name,
+            qbo_id: customer.qboId,
+        };
+    }
+    else {
+        // Customer field is read-only in v1. Will require customerUpdates when made editable
+        return {
+            customer_id: (_a = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id) !== null && _a !== void 0 ? _a : '',
+            customer_name: (_b = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name) !== null && _b !== void 0 ? _b : '',
+            qbo_id: customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.qboId,
+        };
+    }
 };
 exports.toCustomerBasePayload = toCustomerBasePayload;
 const toCustomer = (payload, parseOutParentName = false) => {

package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts

@@ -1,7 +1,7 @@
 import { CustomerBasePayload } from '../../customer/customerPayload';
 import { CustomerTransaction } from '../stateTypes/customerTransaction';
 import { TransactionPayload } from './transactionPayload';
-export interface CustomerTransactionPayload extends TransactionPayload, CustomerBasePayload {
+export interface CustomerTransactionPayload extends Omit<TransactionPayload, 'customer_id' | 'customer_name'>, CustomerBasePayload {
     document_id: string;
     payment_type?: string;
     payment_type_name?: string;

package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js

@@ -17,7 +17,6 @@ const toCustomerTransaction = (payload) => {
 exports.toCustomerTransaction = toCustomerTransaction;
 const toCustomerTransactionPayload = (transaction) => {
     const payload = (0, transactionPayload_1.toTransactionPayload)(transaction);
-    return transaction.customer != null
-        ? Object.assign(Object.assign({}, payload), { customer_id: transaction.customer.id, customer_name: transaction.customer.name }) : payload;
+    return Object.assign(Object.assign({}, payload), (0, customerPayload_1.toCustomerBasePayload)(transaction.customer));
 };
 exports.toCustomerTransactionPayload = toCustomerTransactionPayload;

package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts

@@ -32,6 +32,8 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     company_inc_date: string | null;
     vendor_id?: string | null;
     vendor_name?: string | null;
+    customer_id?: string | null;
+    customer_name?: string | null;
     recipient_total_amount?: number;
     recipient_currency_code?: string;
     recipient_currency_symbol?: string;

package/lib/entity/transaction/payloadTypes/transactionPayload.js

@@ -38,12 +38,16 @@ const toTransaction = (payload) => {
     var _a, _b, _c, _d, _e, _f, _g, _h;
     const amount = (0, exports.getTransactionPayloadAmount)(payload);
     const recipientAmount = getTransactionPayloadRecipientAmount(payload);
-    return Object.assign(Object.assign(Object.assign(Object.assign(Object.assign({}, (0, transactionIDPayload_1.toTransactionID)(payload)), { typeOfTransaction: 'supported', typeName: payload.transaction_type_name, createTime: (0, zeniDayJS_1.date)(payload.transaction_create_time), updateTime: payload.transaction_update_time != null
+    return Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign({}, (0, transactionIDPayload_1.toTransactionID)(payload)), { typeOfTransaction: 'supported', typeName: payload.transaction_type_name, createTime: (0, zeniDayJS_1.date)(payload.transaction_create_time), updateTime: payload.transaction_update_time != null
             ? (0, zeniDayJS_1.date)(payload.transaction_update_time)
-            : undefined, date: (0, zeniDayJS_1.date)(payload.transaction_date), amount: amount, memo: payload.transaction_memo, description: payload.transaction_description, documentId: payload.document_id, logo: (0, urlPayload_1.toURL)(payload.logo), attachments: (_a = payload.attachments) === null || _a === void 0 ? void 0 : _a.map((attachmentPayload) => (0, attachmentPayload_1.toAttachment)(attachmentPayload)) }), (payload.vendor_id != null && payload.vendor_id != ''
+            : undefined, date: (0, zeniDayJS_1.date)(payload.transaction_date), amount: amount, memo: payload.transaction_memo, description: payload.transaction_description, documentId: payload.document_id, logo: (0, urlPayload_1.toURL)(payload.logo), attachments: (_a = payload.attachments) === null || _a === void 0 ? void 0 : _a.map((attachmentPayload) => (0, attachmentPayload_1.toAttachment)(attachmentPayload)) }), (payload.vendor_id !== null && payload.vendor_id !== ''
         ? { vendorId: payload.vendor_id }
-        : {})), (payload.vendor_name != null && payload.vendor_name != ''
+        : {})), (payload.vendor_name !== null && payload.vendor_name !== ''
         ? { vendorName: payload.vendor_name }
+        : {})), (payload.customer_id !== null && payload.customer_id !== ''
+        ? { customerId: payload.customer_id }
+        : {})), (payload.customer_name !== null && payload.customer_name !== ''
+        ? { customerName: payload.customer_name }
         : {})), { linkedTransactions: (_b = payload.linked_transactions) === null || _b === void 0 ? void 0 : _b.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)), lines: (_c = payload === null || payload === void 0 ? void 0 : payload.lines) === null || _c === void 0 ? void 0 : _c.map((linePayload) => (0, transactionLinePayload_1.toLine)(linePayload, amount, recipientAmount)), account: payloadHasAccountInfo(payload)
             ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload)
             : undefined, syncToken: (_d = payload.sync_token) === null || _d === void 0 ? void 0 : _d.toString(), paymentType: (_e = payload.payment_type) !== null && _e !== void 0 ? _e : undefined, paymentTypeName: (_f = payload.payment_type_name) !== null && _f !== void 0 ? _f : undefined, isUpdatingTransaction: (_g = payload === null || payload === void 0 ? void 0 : payload.is_updating_transaction) !== null && _g !== void 0 ? _g : false, bookCloseDate: (payload === null || payload === void 0 ? void 0 : payload.book_close_date) != null

package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts

@@ -1,6 +1,7 @@
+import { CustomerBase } from '../../customer/customerState';
 import { VendorBasePayload } from '../../vendor/vendorPayload';
 import { VendorBase } from '../../vendor/vendorState';
-import { VendorTransaction } from '../stateTypes/vendorTransaction';
+import { VendorTransaction, VendorTransactionWithCustomer } from '../stateTypes/vendorTransaction';
 import { TransactionPayload } from './transactionPayload';
 export interface VendorTransactionPayload extends VendorBasePayload, Omit<TransactionPayload, 'vendor_id' | 'vendor_name'> {
     document_id: string;
@@ -10,6 +11,13 @@ export interface VendorTransactionPayload extends VendorBasePayload, Omit<Transa
     balance?: number;
     due_date?: string;
 }
+export interface VendorTransactionWithCustomerPayload extends VendorTransactionPayload {
+    customer_id: string;
+    customer_name: string;
+}
 export declare const isVendorTransactionPayload: (payload: TransactionPayload) => boolean;
 export declare const toVendorTransaction: (payload: VendorTransactionPayload) => VendorTransaction;
 export declare const toVendorTransactionPayload: (transaction: VendorTransaction, vendorUpdates?: VendorBase) => Partial<VendorTransactionPayload>;
+export declare const isVendorTransactionWithCustomerPayload: (payload: TransactionPayload) => boolean;
+export declare const toVendorTransactionWithCustomer: (payload: VendorTransactionWithCustomerPayload) => VendorTransactionWithCustomer;
+export declare const toVendorTransactionWithCustomerPayload: (transaction: VendorTransactionWithCustomer, vendorUpdates?: VendorBase, customerUpdates?: CustomerBase) => Partial<VendorTransactionWithCustomerPayload>;

package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js

@@ -1,21 +1,25 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toVendorTransactionPayload = exports.toVendorTransaction = exports.isVendorTransactionPayload = void 0;
+exports.toVendorTransactionWithCustomerPayload = exports.toVendorTransactionWithCustomer = exports.isVendorTransactionWithCustomerPayload = exports.toVendorTransactionPayload = exports.toVendorTransaction = exports.isVendorTransactionPayload = void 0;
 const amount_1 = require("../../../commonStateTypes/amount");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const customerPayload_1 = require("../../customer/customerPayload");
 const vendorPayload_1 = require("../../vendor/vendorPayload");
 const paymentType_1 = require("../stateTypes/paymentType");
 const transactionType_1 = require("../stateTypes/transactionType");
 const transactionPayload_1 = require("./transactionPayload");
 const isVendorTransactionPayload = (payload) => (0, transactionType_1.toVendorTransactionTypeStrict)(payload.transaction_type) != null;
 exports.isVendorTransactionPayload = isVendorTransactionPayload;
-const toVendorTransaction = (payload) => {
+function buildVendorTransactionBase(payload) {
     const transaction = (0, transactionPayload_1.toTransaction)(payload);
     return Object.assign(Object.assign({}, transaction), { documentId: payload.document_id, vendor: payload.vendor_id != null
             ? (0, vendorPayload_1.mapVendorBasePayloadToVendorBase)(payload)
             : undefined, paymentType: (0, paymentType_1.toPaymentTypeStrict)(payload.payment_type), paymentTypeName: payload.payment_type_name, paymentMethodName: payload.payment_method_name, balance: payload.balance != null
             ? (0, amount_1.toAmountWC)(payload.balance, transaction.amount)
             : undefined, dueDate: payload.due_date != null ? (0, zeniDayJS_1.date)(payload.due_date) : undefined });
+}
+const toVendorTransaction = (payload) => {
+    return buildVendorTransactionBase(payload);
 };
 exports.toVendorTransaction = toVendorTransaction;
 const toVendorTransactionPayload = (transaction, vendorUpdates) => {
@@ -23,3 +27,20 @@ const toVendorTransactionPayload = (transaction, vendorUpdates) => {
     return Object.assign(Object.assign({}, payload), (0, vendorPayload_1.toVendorBasePayload)(transaction.vendor, vendorUpdates));
 };
 exports.toVendorTransactionPayload = toVendorTransactionPayload;
+/*
+  This is used to check if the transaction is a vendor transaction with a customer
+*/
+const isVendorTransactionWithCustomerPayload = (payload) => (0, transactionType_1.toVendorTransactionTypeStrict)(payload.transaction_type) != null &&
+    Boolean(payload.customer_id) === true &&
+    Boolean(payload.customer_name) === true;
+exports.isVendorTransactionWithCustomerPayload = isVendorTransactionWithCustomerPayload;
+const toVendorTransactionWithCustomer = (payload) => {
+    return Object.assign(Object.assign({}, buildVendorTransactionBase(payload)), { customer: Boolean(payload.customer_id) === true
+            ? (0, customerPayload_1.toCustomerBase)(payload, false)
+            : undefined });
+};
+exports.toVendorTransactionWithCustomer = toVendorTransactionWithCustomer;
+const toVendorTransactionWithCustomerPayload = (transaction, vendorUpdates, customerUpdates) => {
+    return Object.assign(Object.assign({}, (0, exports.toVendorTransactionPayload)(transaction, vendorUpdates)), (0, customerPayload_1.toCustomerBasePayload)(transaction.customer, customerUpdates));
+};
+exports.toVendorTransactionWithCustomerPayload = toVendorTransactionWithCustomerPayload;

package/lib/entity/transaction/stateTypes/transaction.d.ts

@@ -39,4 +39,6 @@ export interface Transaction extends BaseTransaction {
     isRecommendedTransaction?: boolean;
     vendorId?: ID;
     vendorName?: string;
+    customerId?: ID;
+    customerName?: string;
 }

package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts

@@ -1,5 +1,6 @@
 import { Amount } from '../../../commonStateTypes/amount';
 import { ZeniDate } from '../../../zeniDayJS';
+import { CustomerBase } from '../../customer/customerState';
 import { VendorBase } from '../../vendor/vendorState';
 import { PaymentType } from './paymentType';
 import { Transaction } from './transaction';
@@ -11,4 +12,8 @@ export interface VendorTransaction extends Transaction {
     balance?: Amount;
     dueDate?: ZeniDate;
 }
+export interface VendorTransactionWithCustomer extends VendorTransaction {
+    customer?: CustomerBase;
+}
 export declare const isVendorTransaction: (transaction: Transaction) => boolean;
+export declare const isVendorTransactionWithCustomer: (transaction: Transaction) => boolean;

package/lib/entity/transaction/stateTypes/vendorTransaction.js

@@ -1,6 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isVendorTransaction = void 0;
+exports.isVendorTransactionWithCustomer = exports.isVendorTransaction = void 0;
 const transactionType_1 = require("./transactionType");
 const isVendorTransaction = (transaction) => (0, transactionType_1.toVendorTransactionTypeStrict)(transaction.type) != null;
 exports.isVendorTransaction = isVendorTransaction;
+const isVendorTransactionWithCustomer = (transaction) => (0, transactionType_1.toVendorTransactionTypeStrict)(transaction.type) != null &&
+    Boolean(transaction.customerId) === true &&
+    Boolean(transaction.customerName) === true;
+exports.isVendorTransactionWithCustomer = isVendorTransactionWithCustomer;

package/lib/entity/transaction/toSupportedTransaction.js

@@ -10,7 +10,12 @@ function toSupportedTransaction(payload) {
         return (0, customerTransactionPayload_1.toCustomerTransaction)(payload);
     }
     else if ((0, vendorTransactionPayload_1.isVendorTransactionPayload)(payload)) {
-        return (0, vendorTransactionPayload_1.toVendorTransaction)(payload);
+        if ((0, vendorTransactionPayload_1.isVendorTransactionWithCustomerPayload)(payload)) {
+            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomer)(payload);
+        }
+        else {
+            return (0, vendorTransactionPayload_1.toVendorTransaction)(payload);
+        }
     }
     else if ((0, otherTransactionPayload_1.isTransferTransactionPayload)(payload)) {
         return (0, otherTransactionPayload_1.toTransferTransaction)(payload);

package/lib/entity/transaction/transactionState.d.ts

@@ -2,14 +2,14 @@ import { ID } from '../../commonStateTypes/common';
 import { TransactionDetailKey, ZeniTransactionDetailKey } from '../../view/transactionDetail/transactionDetailState';
 import { CustomerTransactionPayload } from './payloadTypes/customerTransactionPayload';
 import { TransactionPayload } from './payloadTypes/transactionPayload';
-import { VendorTransactionPayload } from './payloadTypes/vendorTransactionPayload';
+import { VendorTransactionPayload, VendorTransactionWithCustomerPayload } from './payloadTypes/vendorTransactionPayload';
 import { CustomerTransaction } from './stateTypes/customerTransaction';
 import { MatchedTransaction } from './stateTypes/reconciliationTransaction';
 import { ScheduleTransaction } from './stateTypes/scheduleTransaction';
 import { Transaction } from './stateTypes/transaction';
-import { VendorTransaction } from './stateTypes/vendorTransaction';
-export type SupportedTransaction = Transaction | CustomerTransaction | VendorTransaction;
-export type SupportedTransactionPayload = TransactionPayload | CustomerTransactionPayload | VendorTransactionPayload;
+import { VendorTransaction, VendorTransactionWithCustomer } from './stateTypes/vendorTransaction';
+export type SupportedTransaction = Transaction | CustomerTransaction | VendorTransaction | VendorTransactionWithCustomer;
+export type SupportedTransactionPayload = TransactionPayload | CustomerTransactionPayload | VendorTransactionPayload | VendorTransactionWithCustomerPayload;
 export type AllSupportedTransactions = SupportedTransaction | undefined;
 export interface TransactionState {
     transactionById: Record<ID | TransactionDetailKey, SupportedTransaction | undefined>;

package/lib/init.js

@@ -38,7 +38,7 @@ function initialize(restEndPoints, userId, sessionId, tenantId) {
     console.info(`initializing with ${JSON.stringify(restEndPoints)}`);
     initialize3rdPartyExtensions();
     exports.zeniAPI = new zeniAPI_1.ZeniAPIClient(restEndPoints, userId, sessionId, tenantId);
-    exports.store = (0, configureStore_1.default)(exports.zeniAPI, true);
+    exports.store = (0, configureStore_1.default)(exports.zeniAPI, false);
     return exports.store;
 }
 let isPusherInitialized = false;

package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -40,11 +40,12 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
 }));
 exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
 function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
-    var _a;
+    var _a, _b;
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
     const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
         .transactionReviewLocalDataById, transactionId, undefined);
     const tranVendorUpdates = (_a = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _a === void 0 ? void 0 : _a.vendorUpdates;
+    const tranCustomerUpdates = (_b = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _b === void 0 ? void 0 : _b.customerUpdates;
     let vendorUpdates = undefined;
     if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -61,8 +62,15 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
             };
         }
     }
+    let customerUpdates = undefined;
+    if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
+        customerUpdates = {
+            id: tranCustomerUpdates.qboId,
+            name: tranCustomerUpdates.name,
+        };
+    }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -91,12 +99,14 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
         return payload;
     }
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
+const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
     transaction.vendorId = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.id;
     transaction.vendorName = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.name;
+    transaction.customerId = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id;
+    transaction.customerName = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name;
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];
@@ -133,11 +143,17 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
         transaction.lines = newLineMap;
     }
     transaction.recommendations = recommendationUpdates;
+    // Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
         return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
+            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, vendorUpdates, customerUpdates);
+        }
+        else {
+            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        }
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
         return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);

package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js

@@ -2,6 +2,7 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toTransactionUpdatesFromTransactionCategorizationLocalData = void 0;
 const entity_1 = require("../../../entity/genericEntity/entity");
+const customerTransaction_1 = require("../../../entity/transaction/stateTypes/customerTransaction");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const recommendationState_1 = require("../../recommendation/recommendationState");
 const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTransactionHelper");
@@ -10,7 +11,7 @@ const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTrans
  * @param transactionCategorizationLocalData
  */
 const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
-    var _a, _b, _c;
+    var _a, _b;
     const updates = {
         updatesByLineId: {},
     };
@@ -22,22 +23,18 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
     if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true) {
         updates.vendorId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.id;
     }
-    const entity = transaction.vendorId != null
-        ? {
-            id: transaction.vendorId,
-            name: (_b = transaction.vendorName) !== null && _b !== void 0 ? _b : '',
-            type: (0, entity_1.toEntityType)('vendor'),
-            qboId: transaction.vendorId,
-            zeniId: transaction.vendorId,
-        }
-        : undefined;
+    // This needs to be changed to customerUpdates as of now we are not updating customerId so we are using the one from the transaction
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true) {
+        updates.customerId = transaction.customerId;
+    }
+    const entity = getEntityFromTransaction(transaction);
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
-    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
-        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
-        const updatedEntityId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId;
-        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates);
+    (_b = transaction.lines) === null || _b === void 0 ? void 0 : _b.forEach((line) => {
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w;
+        const updatedEntityId = (_b = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId) !== null && _b !== void 0 ? _b : (_c = transactionCategorizationLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.qboId;
+        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -50,24 +47,28 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
             };
             if (line.type === 'journal_entry_transaction_line' ||
                 line.platformLineDetailType === 'deposit_line_detail') {
-                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor });
+                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor, customer: lineItem.customer });
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
             const accountLine = line;
             hasCategoryChanged =
-                ((_b = lineItem.account) === null || _b === void 0 ? void 0 : _b.qboId) !== accountLine.account.qboId &&
-                    Boolean((_c = lineItem.account) === null || _c === void 0 ? void 0 : _c.qboId);
+                ((_d = lineItem.account) === null || _d === void 0 ? void 0 : _d.qboId) !== accountLine.account.qboId &&
+                    Boolean((_e = lineItem.account) === null || _e === void 0 ? void 0 : _e.qboId);
             hasClassChanged =
-                Boolean((_d = lineItem.class) === null || _d === void 0 ? void 0 : _d.qboId) &&
-                    ((_e = lineItem.class) === null || _e === void 0 ? void 0 : _e.qboId) !== accountLine.class.qboId;
+                Boolean((_f = lineItem.class) === null || _f === void 0 ? void 0 : _f.qboId) &&
+                    ((_g = lineItem.class) === null || _g === void 0 ? void 0 : _g.qboId) !== accountLine.class.qboId;
             const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
-            const updatedLineEntityId = ((_f = accountLine.vendor) === null || _f === void 0 ? void 0 : _f.id) != null
-                ? ((_g = accountLine.vendor) === null || _g === void 0 ? void 0 : _g.id) != ((_h = lineItem.vendor) === null || _h === void 0 ? void 0 : _h.id)
-                    ? (_j = lineItem.vendor) === null || _j === void 0 ? void 0 : _j.id
-                    : (_k = accountLine.vendor) === null || _k === void 0 ? void 0 : _k.id
-                : undefined;
+            const updatedLineEntityId = ((_h = accountLine.vendor) === null || _h === void 0 ? void 0 : _h.id) != null
+                ? ((_j = accountLine.vendor) === null || _j === void 0 ? void 0 : _j.id) != ((_k = lineItem.vendor) === null || _k === void 0 ? void 0 : _k.id)
+                    ? (_l = lineItem.vendor) === null || _l === void 0 ? void 0 : _l.id
+                    : (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id
+                : ((_o = accountLine.customer) === null || _o === void 0 ? void 0 : _o.id) != null
+                    ? ((_p = accountLine.customer) === null || _p === void 0 ? void 0 : _p.id) != ((_q = lineItem.customer) === null || _q === void 0 ? void 0 : _q.id)
+                        ? (_r = lineItem.customer) === null || _r === void 0 ? void 0 : _r.id
+                        : (_s = accountLine.customer) === null || _s === void 0 ? void 0 : _s.id
+                    : undefined;
             if (entityDetails != null &&
                 (hasCategoryChanged === true || hasClassChanged === true)) {
                 lastUpdatedCategory =
@@ -83,16 +84,16 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 if (recommended.class != null ||
                     recommended.account != null ||
                     updatedEntityId != null) {
-                    const vendorIdToUpdate = (_l = transactionCategorizationLocalData.vendorUpdates) === null || _l === void 0 ? void 0 : _l.qboId;
-                    let entityId = entityDetails.entityId;
+                    const vendorIdToUpdate = (_t = transactionCategorizationLocalData.vendorUpdates) === null || _t === void 0 ? void 0 : _t.qboId;
                     if (line.type === 'journal_entry_transaction_line' ||
                         line.platformLineDetailType === 'deposit_line_detail') {
-                        const entityId = (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id;
+                        const entityId = (_v = (_u = accountLine.vendor) === null || _u === void 0 ? void 0 : _u.id) !== null && _v !== void 0 ? _v : (_w = accountLine.customer) === null || _w === void 0 ? void 0 : _w.id;
                         if (entityId != null) {
                             doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, updatedLineEntityId);
                         }
                     }
                     else {
+                        let entityId = entityDetails.entityId;
                         if (vendorIdToUpdate != null) {
                             entityId = vendorIdToUpdate;
                         }
@@ -135,8 +136,8 @@ const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendati
         entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
     }
 };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
-    var _a, _b, _c;
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
+    var _a, _b, _c, _d;
     if (entity != null) {
         return {
             entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
@@ -155,7 +156,19 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
             entityType: 'vendor',
         };
     }
-    if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null) {
+    if (customerUpdates != null && customerUpdates.id != null) {
+        return {
+            entityId: customerUpdates.id,
+            entityType: 'customer',
+        };
+    }
+    if (((_c = lineItemLocalData.customer) === null || _c === void 0 ? void 0 : _c.id) != null) {
+        return {
+            entityId: lineItemLocalData.customer.id,
+            entityType: 'customer',
+        };
+    }
+    if (((_d = lineItemLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null) {
         return {
             entityId: lineItemLocalData.vendor.id,
             entityType: 'vendor',
@@ -163,3 +176,41 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
     }
     return undefined;
 };
+const getEntityFromTransaction = (transaction) => {
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) ||
+        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
+        const vendor = transaction.vendor;
+        const customer = transaction.customer;
+        if (customer != null) {
+            return {
+                id: customer.id,
+                name: customer.name,
+                type: (0, entity_1.toEntityType)('customer'),
+                qboId: customer.id,
+                zeniId: customer.id,
+            };
+        }
+        if (vendor != null) {
+            return {
+                id: vendor.id,
+                name: vendor.name,
+                type: (0, entity_1.toEntityType)('vendor'),
+                qboId: vendor.id,
+                zeniId: vendor.id,
+            };
+        }
+    }
+    if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
+        const customer = transaction.customer;
+        if (customer) {
+            return {
+                id: customer.id,
+                name: customer.name,
+                type: (0, entity_1.toEntityType)('customer'),
+                qboId: customer.id,
+                zeniId: customer.id,
+            };
+        }
+    }
+    return undefined;
+};

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -8,6 +8,6 @@ import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { TransactionReviewLocalData, TransactionsTabViewState } from '../types/transactionsViewState';
 export declare const MAX_SELECTION_LIMIT = 5;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransaction) => TransactionReviewLocalData;
-export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
+export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
 export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[], uncategorizedAccounts: UncategorizedAccounts, recommendationByLineId?: RecommendationByLineId) => TransactionReviewLocalData;
 export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, uncategorizedAccounts: UncategorizedAccounts) => boolean;

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -19,7 +19,29 @@ const toTransactionDetailLocalData = (transaction) => {
                 logo: transaction.logo,
             }
             : undefined;
+    transactionLocal.customer =
+        transaction.customerId != null &&
+            transaction.customerName != null &&
+            Boolean(transaction.customerId) === true &&
+            Boolean(transaction.customerName) === true
+            ? {
+                id: transaction.customerId,
+                name: transaction.customerName,
+                logo: transaction.logo,
+            }
+            : undefined;
     transactionLocal.vendorUpdates = undefined;
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
+        transaction.customerName != null) {
+        transactionLocal.customerUpdates = {
+            id: transaction.customerId,
+            name: transaction.customerName,
+            qboId: transaction.customerId,
+        };
+    }
+    else {
+        transactionLocal.customerUpdates = undefined;
+    }
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -53,7 +75,16 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            record.customer = accountLine.customer;
+            record.customer =
+                accountLine.customer != null &&
+                    Boolean(accountLine.customer.id) === true &&
+                    Boolean(accountLine.customer.name) === true
+                    ? {
+                        id: accountLine.customer.id,
+                        name: accountLine.customer.name,
+                        logo: accountLine.customer.logo,
+                    }
+                    : undefined;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -89,7 +120,7 @@ const buildLineItemById = (transaction, recommendations) => {
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
     const newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     if (transaction.lines != null) {
@@ -124,8 +155,11 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     }
                 }
                 else {
-                    if ((transactionDetailLocalData.vendor != null &&
-                        transactionDetailLocalData.vendor.id === vendorId) ||
+                    if ((transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id === customerId) ||
+                        (record.customer != null && record.customer.id === customerId) ||
+                        (transactionDetailLocalData.vendor != null &&
+                            transactionDetailLocalData.vendor.id === vendorId) ||
                         (record.vendor != null && record.vendor.id === vendorId)) {
                         // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
                         if (selectedAccount != null &&
@@ -174,7 +208,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails });
+    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -238,7 +272,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         const newLineItem = newLineItems[matchingEntityLineId];
         newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, vendor: transactionDetailLocalData.vendor });
+    const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -250,7 +284,7 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
     const lineItems = Object.values(transactionDetailLocalData.lineItemById);
     const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
     return lineItems.every((lineItem) => {
-        var _a, _b, _c, _d, _e;
+        var _a, _b, _c;
         return lineItem.account != null &&
             Boolean(lineItem.account.qboId) === true &&
             lineItem.class != null &&
@@ -260,10 +294,20 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
                     (_b = uncategorizedAccounts.expense) === null || _b === void 0 ? void 0 : _b.qboId,
                     (_c = uncategorizedAccounts.income) === null || _c === void 0 ? void 0 : _c.qboId,
                 ].includes(lineItem.account.qboId)) &&
-            (isVendorTransactionAvailable
-                ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
+            ((isVendorTransactionAvailable
+                ? transactionDetailLocalData.vendor != null &&
+                    transactionDetailLocalData.vendor.id != null &&
                     Boolean(transactionDetailLocalData.vendor.id) === true
-                : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
+                : lineItem.vendor != null &&
+                    lineItem.vendor.id != null &&
+                    Boolean(lineItem.vendor.id) === true) ||
+                (isVendorTransactionAvailable
+                    ? transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id != null &&
+                        Boolean(transactionDetailLocalData.customer.id) === true
+                    : lineItem.customer != null &&
+                        lineItem.customer.id != null &&
+                        Boolean(lineItem.customer.id) === true));
     });
 };
 exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -76,12 +76,13 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedTransaction: SupportedTransaction;
     uncategorizedAccounts: UncategorizedAccounts;
     updatedVendor?: VendorBase;
-}, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransaction[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: Recommendation[] | undefined], {
+}, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransaction[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: Recommendation[] | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     lineId: string;
     transactions: SupportedTransaction[];
     vendorId: string | undefined;
+    customerId: string | undefined;
     lineEntity: Entity | undefined;
     selectedAccount: AccountBase | undefined;
     selectedClassBase: ClassBase | undefined;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -261,7 +261,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData === null || transactionLocalData === void 0 ? void 0 : transactionLocalData.transactionReviewLocalData.lineItemById[lineId].account;
@@ -285,7 +285,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         ];
                     }
                 }
-                if (vendorId != null) {
+                if (vendorId != null || customerId != null) {
                     transactions.forEach((transaction) => {
                         const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
@@ -294,13 +294,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, (existingAccount === null || existingAccount === void 0 ? void 0 : existingAccount.accountId) !== (selectedAccount === null || selectedAccount === void 0 ? void 0 : selectedAccount.accountId)
                                     ? 'category'
-                                    : 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
+                                    : 'class', uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase),
                             };
                         }
                     });
                 }
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
                 return {
                     payload: {
                         selectedTab,
@@ -308,6 +308,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineId,
                         transactions,
                         vendorId,
+                        customerId,
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,

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

@@ -60,16 +60,23 @@ export interface TransactionReviewLocalData {
     lineItemById: Record<ID, TransactionCategorizationLineItemData>;
     sortedLineItems: ID[];
     vendor?: VendorBase;
+    customer?: CustomerBase;
     memo?: string;
     vendorDetails?: {
         id: ID;
         qboId: string;
         name: string;
     };
+    customerDetails?: {
+        id: ID;
+        qboId: string;
+        name: string;
+    };
     transactionDate?: ZeniDate;
     transactionType?: TransactionType;
     transactionTypeName?: string;
     vendorUpdates?: TransactionVendorUpdates;
+    customerUpdates?: TransactionVendorUpdates;
 }
 export interface SupportedTransactionCategorization {
     transactionReviewLocalData: TransactionReviewLocalData;
@@ -103,6 +110,7 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
+    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js

@@ -8,11 +8,12 @@ const billsBulkActionViewReducer_1 = require("../billsBulkActionViewReducer");
 const validateBillsBulkActionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(billsBulkActionViewReducer_1.validateBillsBulkAction.match), (0, operators_1.mergeMap)(() => {
     const { billsBulkActionViewState } = state$.value;
     const { billsSelectedForBulkAction: transactionIds, bulkOperationTypeSelected, } = billsBulkActionViewState;
+    const validationValue = bulkOperationTypeSelected === 'send_for_approval'
+        ? 'all'
+        : 'sufficient_funds';
     const queryParam = {
         entity_ids: transactionIds,
-        validations: bulkOperationTypeSelected === 'send_for_approval'
-            ? 'all'
-            : 'sufficient_funds',
+        validations: [validationValue],
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.spendManagementMicroServiceBaseUrl}/1.0/bulk/bills/transactions/validate?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/transactionDetail/epics/saveTransactionHelper.js

@@ -25,7 +25,7 @@ const recommendationState_1 = require("../../recommendation/recommendationState"
  * additionally fire “Mark as not miscat” for every point above.
  */
 const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
-    var _a, _b, _c;
+    var _a, _b, _c, _d;
     const updates = {
         updatesByLineId: {},
     };
@@ -39,15 +39,16 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
         : undefined;
     if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
         updates.vendorId = (_b = transactionDetailLocalData.vendorUpdates) === null || _b === void 0 ? void 0 : _b.id;
+        updates.customerId = (_c = transactionDetailLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.id;
     }
     let isBulkUpdate = false;
     const entity = getEntityFromTransaction(transaction);
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
-    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
+    (_d = transaction.lines) === null || _d === void 0 ? void 0 : _d.forEach((line) => {
         var _a, _b, _c, _d, _e, _f;
-        const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates);
+        const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -229,7 +230,7 @@ const getEntityFromTransaction = (transaction) => {
     }
     return entity;
 };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
     var _a, _b, _c, _d;
     if (entity != null) {
         return {
@@ -243,6 +244,14 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
             entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
         };
     }
+    if (customerUpdates != null &&
+        Boolean(customerUpdates.id) === true &&
+        customerUpdates.id != null) {
+        return {
+            entityId: customerUpdates.id,
+            entityType: 'customer',
+        };
+    }
     if (vendorUpdates != null && vendorUpdates.id != null) {
         return {
             entityId: vendorUpdates.id,

package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -126,6 +126,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
     const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
     const tranVendorUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.vendorUpdates;
+    const tranCustomerUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.customerUpdates;
     let vendorUpdates = undefined;
     if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -142,8 +143,15 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
             };
         }
     }
+    let customerUpdates = undefined;
+    if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
+        customerUpdates = {
+            id: tranCustomerUpdates.qboId,
+            name: tranCustomerUpdates.name,
+        };
+    }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -153,7 +161,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
+const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -197,7 +205,12 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
         return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
+            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, vendorUpdates, customerUpdates);
+        }
+        else {
+            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+        }
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
         return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -6,8 +6,9 @@ const customerTransaction_1 = require("../../entity/transaction/stateTypes/custo
 const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailState_1 = require("./transactionDetailState");
 const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncomeExpense) => {
-    var _a, _b, _c, _d, _e, _f, _g;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q;
     const transactionLocal = Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData);
+    const customerId = transaction.customerId;
     transactionLocal.memo = transaction.memo;
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
@@ -17,12 +18,28 @@ const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncome
                 qboId: (_c = transaction.vendor) === null || _c === void 0 ? void 0 : _c.id,
             }
             : undefined;
+    transactionLocal.customerUpdates =
+        (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
+            ? {
+                id: customerId,
+                name: (_e = (_d = transaction.customer) === null || _d === void 0 ? void 0 : _d.name) !== null && _e !== void 0 ? _e : '',
+                qboId: (_g = (_f = transaction.customer) === null || _f === void 0 ? void 0 : _f.id) !== null && _g !== void 0 ? _g : '',
+            }
+            : undefined;
     transactionLocal.vendorDetails =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
                 id: vendorId,
-                qboId: (_e = (_d = transaction.vendor) === null || _d === void 0 ? void 0 : _d.id) !== null && _e !== void 0 ? _e : '',
-                name: (_g = (_f = transaction.vendor) === null || _f === void 0 ? void 0 : _f.name) !== null && _g !== void 0 ? _g : '',
+                qboId: (_j = (_h = transaction.vendor) === null || _h === void 0 ? void 0 : _h.id) !== null && _j !== void 0 ? _j : '',
+                name: (_l = (_k = transaction.vendor) === null || _k === void 0 ? void 0 : _k.name) !== null && _l !== void 0 ? _l : '',
+            }
+            : undefined;
+    transactionLocal.customerDetails =
+        (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
+            ? {
+                id: customerId,
+                qboId: (_o = (_m = transaction.customer) === null || _m === void 0 ? void 0 : _m.id) !== null && _o !== void 0 ? _o : '',
+                name: (_q = (_p = transaction.customer) === null || _p === void 0 ? void 0 : _p.name) !== null && _q !== void 0 ? _q : '',
             }
             : undefined;
     transactionLocal.lineItemById =
@@ -661,12 +678,12 @@ const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, enti
                         ? toVendorBaseFromLineEntity(entity)
                         : undefined;
                 if (line.type === 'transaction_with_product_or_service_line') {
-                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
+                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
                     record.item = lineRecord.item;
                     record.lineDetailType = lineRecord.lineDetailType;
                 }
                 if (line.type === 'journal_entry_transaction_line') {
-                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
+                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
                     record.lineTransactionType = lineRecord.lineTransactionType;
                     record.postingType = lineRecord.postingType;
                     record.postingTypeName = lineRecord.postingTypeName;

package/lib/view/transactionDetail/transactionDetailState.d.ts

@@ -59,6 +59,7 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
+    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

package/lib/view/transactionDetail/transactionDetailTypes.d.ts

@@ -44,6 +44,12 @@ export interface TransactionDetailLocalData {
         name: string;
         qboId: ID;
     };
+    customerDetails?: {
+        id: ID;
+        name: string;
+        qboId: ID;
+    };
+    customerUpdates?: TransactionVendorUpdates;
     vendorUpdates?: TransactionVendorUpdates;
     updatePreviousTransactionsWithUpdatedVendor?: boolean;
     isVendorUpdateAllChecked: boolean;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.15.17",
+  "version": "4.15.19",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",