@zeniai/client-epic-state 4.15.22 → 4.15.24

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

@@ -19,29 +19,7 @@ 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)
@@ -75,16 +53,7 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            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.customer = accountLine.customer;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -120,7 +89,7 @@ const buildLineItemById = (transaction, recommendations) => {
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
     const newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     if (transaction.lines != null) {
@@ -155,11 +124,8 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     }
                 }
                 else {
-                    if ((transactionDetailLocalData.customer != null &&
-                        transactionDetailLocalData.customer.id === customerId) ||
-                        (record.customer != null && record.customer.id === customerId) ||
-                        (transactionDetailLocalData.vendor != null &&
-                            transactionDetailLocalData.vendor.id === vendorId) ||
+                    if ((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 &&
@@ -208,7 +174,7 @@ 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, customer: transactionDetailLocalData.customer, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -272,7 +238,7 @@ 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, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -284,7 +250,7 @@ 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;
+        var _a, _b, _c, _d, _e;
         return lineItem.account != null &&
             Boolean(lineItem.account.qboId) === true &&
             lineItem.class != null &&
@@ -294,20 +260,10 @@ 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
-                ? transactionDetailLocalData.vendor != null &&
-                    transactionDetailLocalData.vendor.id != null &&
+            (isVendorTransactionAvailable
+                ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
                     Boolean(transactionDetailLocalData.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));
+                : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
     });
 };
 exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;

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

@@ -76,13 +76,12 @@ 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, customerId?: 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, 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, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
+                const { vendorId, 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 || customerId != null) {
+                if (vendorId != 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, customerId, selectedAccount, selectedClassBase),
+                                    : 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
                             };
                         }
                     });
                 }
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
                 return {
                     payload: {
                         selectedTab,
@@ -308,7 +308,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineId,
                         transactions,
                         vendorId,
-                        customerId,
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,

package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts

@@ -9,7 +9,6 @@ import { TransactionsTab } from '../types/transactionsViewState';
 import { ExpenseAutomationFluxAnalysisViewSelector } from './fluxAnalysisViewSelectorTypes';
 import { ExpenseAutomationJESchedulesViewSelector } from './jeSchedulesSelectorTypes';
 import { ExpenseAutomationMissingReceiptsViewSelector } from './missingReceiptsSelectorTypes';
-import { ExpenseAutomationReconciliationViewSelector } from './reconciliationViewSelectorTypes';
 import { ExpenseAutomationTransactionViewSelector } from './transactionsViewSelectorTypes';
 export interface ExpenseAutomationStepDetails {
     step: ExpenseAutomationViewType;
@@ -30,7 +29,6 @@ export interface ExpenseAutomationViewSelector extends SelectorView {
     jeSchedules: ExpenseAutomationJESchedulesViewSelector;
     missingReceipts: ExpenseAutomationMissingReceiptsViewSelector;
     fluxAnalysis: ExpenseAutomationFluxAnalysisViewSelector;
-    reconciliation: ExpenseAutomationReconciliationViewSelector;
     monthEndInsights?: CompanyMonthEndReportSelectorView;
     saveStatus: FetchStateAndError;
     updateStatus: FetchStateAndError;

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

@@ -19,7 +19,7 @@ const getAllSteps = (monthEndCloseChecksState, monthYearId, tenantId, auditSumma
                         isPrevDisabled: false,
                         isNextDisabled: false,
                     };
-                case 'reconciliation':
+                case 'account_recon':
                 case 'je_schedules':
                 case 'missing_receipts':
                 case 'flux_analysis':

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

@@ -60,23 +60,16 @@ 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;
@@ -110,7 +103,6 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
-    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     thisPeriod: TimeframeTick;
     coaBalances: COABalance[];
     maxNumOfPeriodsToHighlight: number;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     firstMonthOfFY: Month;
     isCompareModeOn: boolean;
     additionalBalances: COABalanceType[];

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined], {
     merchantId: string | undefined;
-    context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined;
+    context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/opExByVendor/fetchOpExByVendorReportForTimeframeEpic.js

@@ -9,7 +9,6 @@ const vendorReducer_1 = require("../../entity/vendor/vendorReducer");
 const responsePayload_1 = require("../../responsePayload");
 const opExByVendorReducer_1 = require("./opExByVendorReducer");
 const fetchOpExByVendorReportForTimeframeEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(opExByVendorReducer_1.fetchOpExByVendorReportForTimeframe.match), (0, operators_1.mergeMap)((action) => {
-    var _a;
     const getTimeSeriesGroup = (timeframe) => {
         switch (timeframe) {
             case 'month':
@@ -27,7 +26,7 @@ const fetchOpExByVendorReportForTimeframeEpic = (actions$, state, zeniAPI) => ac
     const query = {
         sortKey: uiState.sortKey[uiState.timeframe],
         sortOrder: uiState.sortOrder[uiState.timeframe],
-        searchString: (_a = action.payload.searchText) !== null && _a !== void 0 ? _a : '',
+        searchString: uiState.searchString[uiState.timeframe],
         fetchNextPage: action.payload.fetchNextPage,
         pageLimit: pageLimit,
     };
@@ -35,13 +34,15 @@ const fetchOpExByVendorReportForTimeframeEpic = (actions$, state, zeniAPI) => ac
         time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
         sort_by: uiState.sortKey[uiState.timeframe],
         sort_order: sortOrder,
+        search_text: uiState.searchString[uiState.timeframe],
         page_token: pageToken,
     };
     if (pageLimit != null) {
         queryValue.page_limit = pageLimit;
     }
-    if (action.payload.searchText != null) {
+    if (action.payload.searchText) {
         queryValue.search_text = action.payload.searchText;
+        query.searchString = action.payload.searchText;
     }
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/operating_expenses_by_vendor?query=${encodeURIComponent(JSON.stringify(queryValue))}`)

package/lib/view/opExByVendor/opExByVendorReducer.d.ts

@@ -49,6 +49,9 @@ export declare const fetchOpExByVendor: import("@reduxjs/toolkit").ActionCreator
     timeframe: COABalanceMonthQuarterTimeframe;
 }, "opExByVendor/updateOpExByVendorSort">, updateOpExByVendorSortOrSearchInProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<boolean, "opExByVendor/updateOpExByVendorSortOrSearchInProgress">, updateOpExByVendorPageFetchInProgress: import("@reduxjs/toolkit").ActionCreatorWithPayload<boolean, "opExByVendor/updateOpExByVendorPageFetchInProgress">, updateOpExByVendorDownloadState: import("@reduxjs/toolkit").ActionCreatorWithPayload<FetchState, "opExByVendor/updateOpExByVendorDownloadState">, clearOpExByVendorSearch: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     timeframe: COABalanceMonthQuarterTimeframe;
-}, "opExByVendor/clearOpExByVendorSearch">, updateOpExByVendorPageLimit: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<number | undefined, "opExByVendor/updateOpExByVendorPageLimit">;
+}, "opExByVendor/clearOpExByVendorSearch">, updateOpExByVendorPageLimit: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<number | undefined, "opExByVendor/updateOpExByVendorPageLimit">, updateOpExByVendorSearchString: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    timeframe: COABalanceMonthQuarterTimeframe;
+    searchText: string;
+}, "opExByVendor/updateOpExByVendorSearchString">;
 declare const _default: import("redux").Reducer<OpExByVendorState>;
 export default _default;

package/lib/view/opExByVendor/opExByVendorReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateOpExByVendorPageLimit = exports.clearOpExByVendorSearch = exports.updateOpExByVendorDownloadState = exports.updateOpExByVendorPageFetchInProgress = exports.updateOpExByVendorSortOrSearchInProgress = exports.updateOpExByVendorSort = exports.updateOpExByVendorAdditionalBalancesSelection = exports.clearOpExByVendor = exports.updateOpExByVendorUIState = exports.updateOpExByVendorTimeFrame = exports.updateOpExByVendorReportSummarySuccess = exports.updateOpExByVendorReportSummaryFailure = exports.fetchOpExByVendorReportSummary = exports.updateOpExByVendorReportSuccessForTimeframe = exports.updateOpExByVendorReportFailureForTimeframe = exports.fetchOpExByVendorReportForTimeframe = exports.updateOpExByVendorReportGenerated = exports.fetchOpExByVendor = exports.initialState = exports.initialSearchStringState = exports.defaultTimeframePeriodsOpExByVendor = void 0;
+exports.updateOpExByVendorSearchString = exports.updateOpExByVendorPageLimit = exports.clearOpExByVendorSearch = exports.updateOpExByVendorDownloadState = exports.updateOpExByVendorPageFetchInProgress = exports.updateOpExByVendorSortOrSearchInProgress = exports.updateOpExByVendorSort = exports.updateOpExByVendorAdditionalBalancesSelection = exports.clearOpExByVendor = exports.updateOpExByVendorUIState = exports.updateOpExByVendorTimeFrame = exports.updateOpExByVendorReportSummarySuccess = exports.updateOpExByVendorReportSummaryFailure = exports.fetchOpExByVendorReportSummary = exports.updateOpExByVendorReportSuccessForTimeframe = exports.updateOpExByVendorReportFailureForTimeframe = exports.fetchOpExByVendorReportForTimeframe = exports.updateOpExByVendorReportGenerated = exports.fetchOpExByVendor = exports.initialState = exports.initialSearchStringState = exports.defaultTimeframePeriodsOpExByVendor = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const coaBalancePayload_1 = require("../../commonPayloadTypes/v2/coaBalancePayload");
 const viewAndReportPayload_1 = require("../../commonPayloadTypes/viewAndReportPayload");
@@ -118,9 +118,17 @@ const opexByVendor = (0, toolkit_1.createSlice)({
                 draft.reportFetchState[action.payload.timeframe].fetchState =
                     'In-Progress';
                 draft.reportFetchState[action.payload.timeframe].error = undefined;
+                if (action.payload.searchText) {
+                    draft.uiState.searchString[action.payload.timeframe] =
+                        action.payload.searchText;
+                }
+            },
+        },
+        updateOpExByVendorSearchString(draft, action) {
+            if (action.payload.searchText) {
                 draft.uiState.searchString[action.payload.timeframe] =
                     action.payload.searchText;
-            },
+            }
         },
         updateOpExByVendorReportSuccessForTimeframe: {
             prepare(timeframe, report, queryProps) {
@@ -246,7 +254,7 @@ const opexByVendor = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = opexByVendor.actions, exports.fetchOpExByVendor = _a.fetchOpExByVendor, exports.updateOpExByVendorReportGenerated = _a.updateOpExByVendorReportGenerated, exports.fetchOpExByVendorReportForTimeframe = _a.fetchOpExByVendorReportForTimeframe, exports.updateOpExByVendorReportFailureForTimeframe = _a.updateOpExByVendorReportFailureForTimeframe, exports.updateOpExByVendorReportSuccessForTimeframe = _a.updateOpExByVendorReportSuccessForTimeframe, exports.fetchOpExByVendorReportSummary = _a.fetchOpExByVendorReportSummary, exports.updateOpExByVendorReportSummaryFailure = _a.updateOpExByVendorReportSummaryFailure, exports.updateOpExByVendorReportSummarySuccess = _a.updateOpExByVendorReportSummarySuccess, exports.updateOpExByVendorTimeFrame = _a.updateOpExByVendorTimeFrame, exports.updateOpExByVendorUIState = _a.updateOpExByVendorUIState, exports.clearOpExByVendor = _a.clearOpExByVendor, exports.updateOpExByVendorAdditionalBalancesSelection = _a.updateOpExByVendorAdditionalBalancesSelection, exports.updateOpExByVendorSort = _a.updateOpExByVendorSort, exports.updateOpExByVendorSortOrSearchInProgress = _a.updateOpExByVendorSortOrSearchInProgress, exports.updateOpExByVendorPageFetchInProgress = _a.updateOpExByVendorPageFetchInProgress, exports.updateOpExByVendorDownloadState = _a.updateOpExByVendorDownloadState, exports.clearOpExByVendorSearch = _a.clearOpExByVendorSearch, exports.updateOpExByVendorPageLimit = _a.updateOpExByVendorPageLimit;
+_a = opexByVendor.actions, exports.fetchOpExByVendor = _a.fetchOpExByVendor, exports.updateOpExByVendorReportGenerated = _a.updateOpExByVendorReportGenerated, exports.fetchOpExByVendorReportForTimeframe = _a.fetchOpExByVendorReportForTimeframe, exports.updateOpExByVendorReportFailureForTimeframe = _a.updateOpExByVendorReportFailureForTimeframe, exports.updateOpExByVendorReportSuccessForTimeframe = _a.updateOpExByVendorReportSuccessForTimeframe, exports.fetchOpExByVendorReportSummary = _a.fetchOpExByVendorReportSummary, exports.updateOpExByVendorReportSummaryFailure = _a.updateOpExByVendorReportSummaryFailure, exports.updateOpExByVendorReportSummarySuccess = _a.updateOpExByVendorReportSummarySuccess, exports.updateOpExByVendorTimeFrame = _a.updateOpExByVendorTimeFrame, exports.updateOpExByVendorUIState = _a.updateOpExByVendorUIState, exports.clearOpExByVendor = _a.clearOpExByVendor, exports.updateOpExByVendorAdditionalBalancesSelection = _a.updateOpExByVendorAdditionalBalancesSelection, exports.updateOpExByVendorSort = _a.updateOpExByVendorSort, exports.updateOpExByVendorSortOrSearchInProgress = _a.updateOpExByVendorSortOrSearchInProgress, exports.updateOpExByVendorPageFetchInProgress = _a.updateOpExByVendorPageFetchInProgress, exports.updateOpExByVendorDownloadState = _a.updateOpExByVendorDownloadState, exports.clearOpExByVendorSearch = _a.clearOpExByVendorSearch, exports.updateOpExByVendorPageLimit = _a.updateOpExByVendorPageLimit, exports.updateOpExByVendorSearchString = _a.updateOpExByVendorSearchString;
 exports.default = opexByVendor.reducer;
 const doUpdateOpexByVendorReport = (draft, timeframe, reportPayload, queryProps) => {
     var _a, _b, _c;

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "all" | "new" | "completed" | "ongoing";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionDate" | "transactionType" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionType" | "transactionDate" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     timezone: string;

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

@@ -8,12 +8,11 @@ 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: [validationValue],
+        validations: bulkOperationTypeSelected === 'send_for_approval'
+            ? 'all'
+            : 'sufficient_funds',
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.spendManagementMicroServiceBaseUrl}/1.0/bulk/bills/transactions/validate?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js

@@ -14,16 +14,14 @@ const paymentAccountListReducer_1 = require("../../../zeniAccounts/paymentAccoun
 const plaidAccountViewReducer_1 = require("../../plaidAccountViewReducer");
 const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(plaidAccountViewReducer_1.establishPlaidConnection.match), (0, operators_1.mergeMap)((action) => {
     var _a, _b;
-    const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, zeniMappedAccountId, } = action.payload;
+    const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, } = action.payload;
     const requestPayload = {
         public_token: publicToken,
     };
-    const queryPayload = {};
     const userId = (_b = (_a = state.value.tenantState.loggedInUser) === null || _a === void 0 ? void 0 : _a.userId) !== null && _b !== void 0 ? _b : '';
     //setupViewType not passed means this is a user account
     if (linkTokenType !== 'link_external_account') {
-        if (setupViewType == null &&
-            plaidAccountKeyType !== 'expense_automation_reconcile') {
+        if (setupViewType == null) {
             requestPayload.is_user_account = true;
         }
         else if (plaidAccountKeyType === 'bill_pay_setup') {
@@ -41,15 +39,9 @@ const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe
         else if (plaidAccountKeyType === 'billing_setup') {
             requestPayload.is_primary_for_onboarding = true;
         }
-        else if (plaidAccountKeyType === 'expense_automation_reconcile') {
-            queryPayload.zeni_mapped_account_id = zeniMappedAccountId !== null && zeniMappedAccountId !== void 0 ? zeniMappedAccountId : '';
-        }
     }
-    const queryString = Object.entries(queryPayload).length > 0
-        ? `?query=${JSON.stringify(queryPayload)}`
-        : '';
     return zeniAPI
-        .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token${queryString}`, requestPayload)
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token`, requestPayload)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const paymentAccount = response.data.payment_accounts[0];

package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts

@@ -61,13 +61,12 @@ export declare const getPaymentAccounts: import("@reduxjs/toolkit").ActionCreato
     error: ZeniAPIStatus<Record<string, unknown>>;
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;
-}, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined, zeniMappedAccountId?: string | undefined], {
+}, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined], {
     publicToken: string;
     companyId: string;
     setupViewType: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined;
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;
-    zeniMappedAccountId: string | undefined;
 }, "plaidAccountView/establishPlaidConnection", never, never>, establishPlaidConnectionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[linkTokenType: PlaidLinkTokenType, plaidAccountKeyType: PlaidAccountKeyType], {
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;

package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js

@@ -14,7 +14,6 @@ exports.initialState = {
     user_reimbursement_account: plaidAccountViewState_1.initialPlaidAccountState,
     external_account: plaidAccountViewState_1.initialPlaidAccountState,
     billing_setup: plaidAccountViewState_1.initialPlaidAccountState,
-    expense_automation_reconcile: plaidAccountViewState_1.initialPlaidAccountState,
 };
 const plaidAccountView = (0, toolkit_1.createSlice)({
     name: 'plaidAccountView',
@@ -265,7 +264,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
                         error: undefined,
                     } });
             },
-            prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType, zeniMappedAccountId) {
+            prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType) {
                 return {
                     payload: {
                         publicToken,
@@ -273,7 +272,6 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
                         setupViewType,
                         linkTokenType: linkTokenType !== null && linkTokenType !== void 0 ? linkTokenType : 'link_account',
                         plaidAccountKeyType,
-                        zeniMappedAccountId,
                     },
                 };
             },

package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
 export type PlaidLinkTokenType = 'link_account' | 'update_account' | 'link_account_no_microdeposit' | 'link_external_account';
-export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup' | 'expense_automation_reconcile';
+export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup';
 export type PlaidConnectionDetails = Record<PlaidLinkTokenType, {
     linkToken?: string;
     expiration?: ZeniDate;

package/lib/view/tasksCard/tasksCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

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, _d;
+    var _a, _b, _c;
     const updates = {
         updatesByLineId: {},
     };
@@ -39,16 +39,15 @@ 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
-    (_d = transaction.lines) === null || _d === void 0 ? void 0 : _d.forEach((line) => {
+    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
         var _a, _b, _c, _d, _e, _f;
-        const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
+        const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -230,7 +229,7 @@ const getEntityFromTransaction = (transaction) => {
     }
     return entity;
 };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
     var _a, _b, _c, _d;
     if (entity != null) {
         return {
@@ -244,14 +243,6 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
             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,