@zeniai/client-epic-state 4.15.36 → 4.15.37

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -11,7 +11,6 @@ const expenseAutomationViewSelectorTypes_1 = require("./selectorTypes/expenseAut
 const fluxAnalysisViewSelector_1 = require("./selectors/fluxAnalysisViewSelector");
 const jeSchedulesViewSelector_1 = require("./selectors/jeSchedulesViewSelector");
 const missingReceiptsSelector_1 = require("./selectors/missingReceiptsSelector");
-const reconciliationViewSelector_1 = require("./selectors/reconciliationViewSelector");
 const transactionCategorizationSelector_1 = require("./selectors/transactionCategorizationSelector");
 const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps, stepIndex, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) => {
     if (stepIndex === 0) {
@@ -25,7 +24,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
 };
 function getExpenseAutomationView(state) {
     var _a, _b, _c;
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -43,15 +42,9 @@ function getExpenseAutomationView(state) {
     const missingReceipts = (0, missingReceiptsSelector_1.getExpenseAutomationMissingReceiptsView)(state);
     const fluxAnalysis = (0, fluxAnalysisViewSelector_1.getExpenseAutomationFluxAnalysisView)(state);
     const monthEndInsights = (0, companyMonthEndReportViewSelector_1.getCompanyMonthEndReportSelectorView)(state, currentTenant.companyId, loggedInUser);
-    const reconciliation = (0, reconciliationViewSelector_1.getExpenseAutomationReconciliationView)(state);
     const expenseAutomationTransactionsView = (0, transactionCategorizationSelector_1.getExpenseAutomationTransactionView)(state);
     const jeSchedules = (0, jeSchedulesViewSelector_1.getExpenseAutomationJESchedulesView)(state);
     switch (currentSelectedView) {
-        case 'reconciliation':
-            currentSelectedViewFetchState = reconciliation.fetchStatus;
-            currentSelectedViewBackgroundRefreshFetchState =
-                reconciliation.refreshStatus;
-            break;
         case 'flux_analysis':
             currentSelectedViewFetchState = fluxAnalysis.fetchStatus;
             currentSelectedViewBackgroundRefreshFetchState =
@@ -97,7 +90,6 @@ function getExpenseAutomationView(state) {
         expenseAutomationJESchedulesViewState,
         monthEndCloseChecksView,
         expenseAutomationTransactionsView,
-        expenseAutomationReconciliationViewState,
     ];
     let allSteps = [];
     let auditSummary = undefined;
@@ -130,9 +122,6 @@ function getExpenseAutomationView(state) {
                             ? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
                             : true });
                     return;
-                case 'reconciliation':
-                    allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: reconciliation.completionStatus });
-                    return;
                 case 'flux_analysis':
                 default:
                     allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: fluxAnalysis.completionStatus });
@@ -142,10 +131,7 @@ function getExpenseAutomationView(state) {
         allSteps.forEach((stepDetail, index, allStepsOriginal) => {
             allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isNextDisabled: index === allStepsOriginal.length - 1
                     ? allStepsOriginal[0].isDisabled
-                    : stepDetail.step === 'reconciliation' &&
-                        reconciliation.selectedTab === 'review'
-                        ? false
-                        : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
+                    : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
         });
     }
     const reducedFetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)(fetchStateVariables); // Add more states
@@ -160,7 +146,6 @@ function getExpenseAutomationView(state) {
         jeSchedules,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
-        reconciliation,
         currentSelectedViewFetchState,
         currentSelectedViewBackgroundRefreshFetchState,
         fluxAnalysis,

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

@@ -1,7 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
-export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "reconciliation", "missing_receipts", "flux_analysis", "month_end_insights"];
-export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
+export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "account_recon", "missing_receipts", "flux_analysis", "month_end_insights"];
+export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 export type ExpenseAutomationViewType = ReturnType<typeof toExpenseAutomationViewType>;
 export interface ExpenseAutomationViewState extends FetchedState {
     saveStatus: FetchStateAndError;

package/lib/view/expenseAutomationView/expenseAutomationViewState.js

@@ -5,7 +5,7 @@ const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
     'transaction_categorization',
     'je_schedules',
-    'reconciliation',
+    'account_recon', // Not part of scope in v1
     'missing_receipts',
     'flux_analysis',
     'month_end_insights',

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

@@ -2,7 +2,6 @@
 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");
@@ -11,7 +10,7 @@ const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTrans
  * @param transactionCategorizationLocalData
  */
 const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
-    var _a;
+    var _a, _b, _c;
     const updates = {
         updatesByLineId: {},
     };
@@ -20,27 +19,25 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
     const isTransactionMisCategorized = (0, saveTransactionHelper_1.isTransactionMiscategorized)(transaction, true);
     const isTransactionUnCategorized = (0, saveTransactionHelper_1.isTransactionUncategorized)(transaction, uncategorizedIncomeExpense);
     updates.memo = transactionCategorizationLocalData.memo;
-    const currentSelectedEntity = transactionCategorizationLocalData.selectedEntity;
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'vendor') {
-        updates.vendorId = currentSelectedEntity.id;
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true) {
+        updates.vendorId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.id;
     }
-    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'customer') {
-        updates.customerId = currentSelectedEntity.id;
-    }
-    const entity = getEntityFromTransaction(transaction, currentSelectedEntity);
+    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;
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
-    (_a = transaction.lines) === null || _a === void 0 ? void 0 : _a.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 currentSelectedEntityLine = transactionCategorizationLocalData.lineItemById[line.id]
-            .selectedEntityLine;
-        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates, currentSelectedEntityLine);
+    (_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);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -53,34 +50,24 @@ 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: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'vendor'
-                        ? lineItem.vendor
-                        : undefined, customer: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'customer'
-                        ? lineItem.customer
-                        : undefined });
+                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor });
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
             const accountLine = line;
             hasCategoryChanged =
-                ((_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);
+                ((_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);
             hasClassChanged =
-                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;
+                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;
             const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
-            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;
+            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;
             if (entityDetails != null &&
                 (hasCategoryChanged === true || hasClassChanged === true)) {
                 lastUpdatedCategory =
@@ -96,16 +83,16 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 if (recommended.class != null ||
                     recommended.account != null ||
                     updatedEntityId != null) {
-                    const vendorIdToUpdate = (_t = transactionCategorizationLocalData.vendorUpdates) === null || _t === void 0 ? void 0 : _t.qboId;
+                    const vendorIdToUpdate = (_l = transactionCategorizationLocalData.vendorUpdates) === null || _l === void 0 ? void 0 : _l.qboId;
+                    let entityId = entityDetails.entityId;
                     if (line.type === 'journal_entry_transaction_line' ||
                         line.platformLineDetailType === 'deposit_line_detail') {
-                        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;
+                        const entityId = (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id;
                         if (entityId != null) {
                             doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, updatedLineEntityId);
                         }
                     }
                     else {
-                        let entityId = entityDetails.entityId;
                         if (vendorIdToUpdate != null) {
                             entityId = vendorIdToUpdate;
                         }
@@ -148,8 +135,8 @@ const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendati
         entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
     }
 };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates, currentSelectedEntityLine) => {
-    var _a, _b, _c, _d;
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
+    var _a, _b, _c;
     if (entity != null) {
         return {
             entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
@@ -162,35 +149,13 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
             entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
         };
     }
-    if (currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'vendor') {
-        if (vendorUpdates != null && vendorUpdates.id != null) {
-            return {
-                entityId: vendorUpdates.id,
-                entityType: 'vendor',
-            };
-        }
-    }
-    if (currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'customer') {
-        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 &&
-        currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'customer') {
+    if (vendorUpdates != null && vendorUpdates.id != null) {
         return {
-            entityId: lineItemLocalData.customer.id,
-            entityType: 'customer',
+            entityId: vendorUpdates.id,
+            entityType: 'vendor',
         };
     }
-    if (((_d = lineItemLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
-        currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'vendor') {
+    if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null) {
         return {
             entityId: lineItemLocalData.vendor.id,
             entityType: 'vendor',
@@ -198,44 +163,3 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
     }
     return undefined;
 };
-const getEntityFromTransaction = (transaction, currentSelectedEntity) => {
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        const vendor = transaction.vendor;
-        const customer = transaction.customer;
-        if (customer != null &&
-            currentSelectedEntity != null &&
-            currentSelectedEntity.type === 'customer') {
-            return {
-                id: customer.id,
-                name: customer.name,
-                type: (0, entity_1.toEntityType)('customer'),
-                qboId: customer.id,
-                zeniId: customer.id,
-            };
-        }
-        if (vendor != null &&
-            currentSelectedEntity != null &&
-            currentSelectedEntity.type === 'vendor') {
-            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 customerEntity = transaction.customer;
-        if (customerEntity != null) {
-            return {
-                id: customerEntity.id,
-                name: customerEntity.name,
-                type: (0, entity_1.toEntityType)('customer'),
-                qboId: customerEntity.id,
-                zeniId: customerEntity.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, customerId?: 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, 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

@@ -19,41 +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;
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        transaction.vendorId != null &&
-        transaction.vendorName != null) {
-        transactionLocal.selectedEntity = {
-            id: transaction.vendorId,
-            name: transaction.vendorName,
-            type: 'vendor',
-            qboId: transaction.vendorId,
-            zeniId: transaction.vendorId,
-        };
-    }
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        transaction.customerId != null &&
-        transaction.customerName != null) {
-        transactionLocal.selectedEntity = {
-            id: transaction.customerId,
-            name: transaction.customerName,
-            type: 'customer',
-            qboId: transaction.customerId,
-            zeniId: transaction.customerId,
-        };
-    }
     transactionLocal.vendorUpdates = undefined;
-    transactionLocal.customerUpdates = undefined;
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -87,34 +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.selectedEntityLine =
-                record.vendor != null
-                    ? {
-                        id: record.vendor.id,
-                        name: record.vendor.name,
-                        type: 'vendor',
-                        qboId: record.vendor.id,
-                        zeniId: record.vendor.id,
-                    }
-                    : record.customer != null
-                        ? {
-                            id: record.customer.id,
-                            name: record.customer.name,
-                            type: 'customer',
-                            qboId: record.customer.id,
-                            zeniId: record.customer.id,
-                        }
-                        : undefined;
+            record.customer = accountLine.customer;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -150,7 +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) {
@@ -185,11 +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 &&
@@ -238,7 +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, selectedEntity: transactionDetailLocalData.selectedEntity });
+    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);
     }
@@ -302,7 +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, selectedEntity: transactionDetailLocalData.selectedEntity });
+    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);
     }
@@ -314,7 +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 &&
@@ -324,20 +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

@@ -4,7 +4,6 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
-import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationByLineId, TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { SupportedTransaction } from '../../../entity/transaction/transactionState';
@@ -77,22 +76,12 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedTransaction: SupportedTransaction;
     uncategorizedAccounts: UncategorizedAccounts;
     updatedVendor?: VendorBase;
-    selectedEntity?: Entity;
-}, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, updateSelectedCustomerForTransaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    selectedTab: TransactionsTab;
-    transactionId: ID;
-    lineId: ID;
-    selectedTransaction: SupportedTransaction;
-    uncategorizedAccounts: UncategorizedAccounts;
-    updatedCustomer?: CustomerBase;
-    selectedEntity?: Entity;
-}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, 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;