@zeniai/client-epic-state 4.15.41 → 4.15.43

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

@@ -1,11 +1,11 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "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" | "billing" | "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;
     fetchState: import("../..").FetchState;
-    firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
+    firstMonthOfFY: 2 | 1 | 3 | 4 | 8 | 5 | 6 | 10 | 7 | 12 | 11 | 9;
     tasks: {
         isUncategorizedIncomeTransactionsExist: boolean;
         numOfBillsPendingApproval: number;

package/lib/view/tasksCard/tasksCardSelector.js

@@ -4,7 +4,7 @@ exports.getTasksCardReport = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const getTasksCardReportSelector = (0, toolkit_1.createSelector)((state) => state.tasksCardState, (tasksCardState) => {
     const { tasks, fetchState } = tasksCardState;
-    let showCard = fetchState !== 'Completed';
+    let showCard = false || fetchState !== 'Completed';
     let isMulti = false;
     if (fetchState === 'Completed') {
         for (const key in tasks) {

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: "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" | "billing" | "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;
@@ -24,13 +24,13 @@ export declare const getTopExpenses: (accountState: AccountState, topExState: To
             accountType: "cash_position" | "fixed_assets" | "bank" | "credit_card" | "expenses" | "cogs" | "income" | "cash_in" | "cash_out" | "other_income" | "other_expense" | "accounts_receivable" | "other_current_assets" | "other_assets" | "accounts_payable" | "other_current_liabilities" | "long_term_liabilities" | "equity" | "current_liabilities" | "current_assets" | undefined;
             accountSubType: string | undefined;
             accountDescription: string;
-            logo: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined;
+            logo: import("url-parse")<string> | import("url-parse")<Record<string, string | undefined>> | undefined;
             balance: import("../..").Balance;
         }[];
     };
     allTimePeriods: TopExTimePeriodWithMetaData[];
     dataAvailable: import("../..").TimeframeTick | undefined;
-    firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
+    firstMonthOfFY: 2 | 1 | 3 | 4 | 8 | 5 | 6 | 10 | 7 | 12 | 11 | 9;
     downloadState: import("../..").FetchState;
 };
 export declare const getTop6Expenses: (state: RootState) => TopExReport;

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

@@ -2,6 +2,8 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isAccountUncategorized = exports.isTransactionUncategorized = exports.isTransactionMiscategorized = exports.toRecommendedClassBase = exports.toRecommendedAccountBase = exports.toTransactionUpdatesFromTransactionDetailLocalData = void 0;
 const recommendationBase_1 = require("../../../commonStateTypes/recommendationBase");
+const entity_1 = require("../../../entity/genericEntity/entity");
+const customerTransaction_1 = require("../../../entity/transaction/stateTypes/customerTransaction");
 const transactionType_1 = require("../../../entity/transaction/stateTypes/transactionType");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const recommendationState_1 = require("../../recommendation/recommendationState");
@@ -23,7 +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;
+    var _a, _b, _c;
     const updates = {
         updatesByLineId: {},
     };
@@ -31,28 +33,21 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
     const entityUpdates = {};
     const isTransactionMisCategorized = (0, exports.isTransactionMiscategorized)(transaction, isExpenseAutomationEnabled);
     updates.memo = transactionDetailLocalData.memo;
-    const selectedEntity = transactionDetailLocalData.selectedEntity;
     const updatedEntityId = transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===
         true
         ? (_a = transactionDetailLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId
         : undefined;
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        selectedEntity != null &&
-        selectedEntity.type === 'vendor') {
-        updates.vendorId = selectedEntity.id;
-    }
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        selectedEntity != null &&
-        selectedEntity.type === 'customer') {
-        updates.customerId = selectedEntity.id;
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
+        updates.vendorId = (_b = transactionDetailLocalData.vendorUpdates) === null || _b === void 0 ? void 0 : _b.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
-    (_b = transaction.lines) === null || _b === void 0 ? void 0 : _b.forEach((line) => {
+    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
         var _a, _b, _c, _d, _e, _f;
-        const entityDetails = getEntityDetails(selectedEntity, 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') {
@@ -65,14 +60,7 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
             };
             if (line.type === 'journal_entry_transaction_line' ||
                 line.platformLineDetailType === 'deposit_line_detail') {
-                const currentSelectedEntityLine = lineItem.lineEntity;
-                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { customer: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'customer'
-                        ? lineItem.customer
-                        : undefined, vendor: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'vendor'
-                        ? lineItem.vendor
-                        : undefined });
+                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), getVendorOrCustomerDetails(lineItem));
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
@@ -199,22 +187,49 @@ const toRecommendedClassBase = (amountValue, classBase, recommendationBase) => {
     }
 };
 exports.toRecommendedClassBase = toRecommendedClassBase;
-// const getVendorOrCustomerDetails = (
-//   lineItem: TransactionDetailLineItemData
-// ) => {
-//   if (lineItem.lineEntity != null) {
-//     const lineEntity = lineItem.lineEntity;
-//     const type = lineItem.vendor != null ? 'vendor' : 'customer';
-//     return {
-//       [type]: {
-//         name: lineEntity?.name,
-//         id: lineEntity?.qboId ?? lineEntity?.id, // For vendor we don't have qbo_id in VendorBase so using id instead
-//       },
-//     };
-//   }
-//   return {};
-// };
-const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
+const getVendorOrCustomerDetails = (lineItem) => {
+    var _a;
+    if (lineItem.lineEntity != null) {
+        const lineEntity = lineItem.lineEntity;
+        const type = lineItem.vendor != null ? 'vendor' : 'customer';
+        return {
+            [type]: {
+                name: lineEntity === null || lineEntity === void 0 ? void 0 : lineEntity.name,
+                id: (_a = lineEntity === null || lineEntity === void 0 ? void 0 : lineEntity.qboId) !== null && _a !== void 0 ? _a : lineEntity === null || lineEntity === void 0 ? void 0 : lineEntity.id, // For vendor we don't have qbo_id in VendorBase so using id instead
+            },
+        };
+    }
+    return {};
+};
+const getEntityFromTransaction = (transaction) => {
+    let entity = undefined;
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
+        const vendorEntity = transaction.vendor;
+        if (vendorEntity != null) {
+            entity = {
+                id: vendorEntity.id,
+                name: vendorEntity.name,
+                type: (0, entity_1.toEntityType)('vendor'),
+                qboId: vendorEntity.id,
+                zeniId: vendorEntity.id,
+            };
+        }
+    }
+    if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
+        const customerEntity = transaction.customer;
+        if (customerEntity != null) {
+            entity = {
+                id: customerEntity.id,
+                name: customerEntity.name,
+                type: (0, entity_1.toEntityType)('customer'),
+                qboId: customerEntity.id,
+                zeniId: customerEntity.id,
+            };
+        }
+    }
+    return entity;
+};
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
     var _a, _b, _c, _d;
     if (entity != null) {
         return {
@@ -228,14 +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,

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

@@ -126,12 +126,8 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
     const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
     const tranVendorUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.vendorUpdates;
-    const tranCustomerUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.customerUpdates;
-    const currentSelectedEntity = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.selectedEntity;
     let vendorUpdates = undefined;
-    if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'vendor') {
+    if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
         if (vendor != null) {
             vendorUpdates = {
@@ -146,17 +142,8 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
             };
         }
     }
-    let customerUpdates = undefined;
-    if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'customer') {
-        customerUpdates = {
-            id: tranCustomerUpdates.qboId,
-            name: tranCustomerUpdates.name,
-        };
-    }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -166,7 +153,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -210,12 +197,7 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
         return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
-            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
-        }
-        else {
-            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
-        }
+        return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
         return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -6,75 +6,23 @@ const customerTransaction_1 = require("../../entity/transaction/stateTypes/custo
 const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailState_1 = require("./transactionDetailState");
 const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncomeExpense) => {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
+    var _a, _b, _c, _d, _e, _f, _g;
     const transactionLocal = Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData);
-    const customerId = (_a = transaction.customer) === null || _a === void 0 ? void 0 : _a.id;
     transactionLocal.memo = transaction.memo;
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
                 id: vendorId,
-                name: (_c = (_b = transaction.vendor) === null || _b === void 0 ? void 0 : _b.name) !== null && _c !== void 0 ? _c : '',
-                qboId: (_d = transaction.vendor) === null || _d === void 0 ? void 0 : _d.id,
+                name: (_b = (_a = transaction.vendor) === null || _a === void 0 ? void 0 : _a.name) !== null && _b !== void 0 ? _b : '',
+                qboId: (_c = transaction.vendor) === null || _c === void 0 ? void 0 : _c.id,
             }
             : undefined;
-    transactionLocal.customerUpdates =
-        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) && customerId != null
-            ? {
-                id: customerId,
-                name: (_f = (_e = transaction.customer) === null || _e === void 0 ? void 0 : _e.name) !== null && _f !== void 0 ? _f : '',
-                qboId: (_h = (_g = transaction.customer) === null || _g === void 0 ? void 0 : _g.id) !== null && _h !== void 0 ? _h : '',
-            }
-            : undefined;
-    const vendorName = (_k = (_j = transaction.vendor) === null || _j === void 0 ? void 0 : _j.name) !== null && _k !== void 0 ? _k : '';
-    const customerName = (_m = (_l = transaction.customer) === null || _l === void 0 ? void 0 : _l.name) !== null && _m !== void 0 ? _m : '';
-    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true &&
-        customerId != null &&
-        customerName != null &&
-        Boolean(customerName) === true) {
-        transactionLocal.selectedEntity = {
-            id: customerId,
-            name: customerName,
-            type: (0, entity_1.toEntityType)('customer'),
-            qboId: customerId,
-            zeniId: customerId,
-        };
-    }
-    else if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true &&
-        vendorId != null &&
-        vendorName &&
-        Boolean(vendorName) === true) {
-        transactionLocal.selectedEntity = {
-            id: vendorId,
-            name: vendorName,
-            type: (0, entity_1.toEntityType)('vendor'),
-            qboId: vendorId,
-            zeniId: vendorId,
-        };
-    }
-    else {
-        transactionLocal.selectedEntity = undefined;
-    }
     transactionLocal.vendorDetails =
-        (0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-            vendorId != null &&
-            vendorName != null &&
-            Boolean(vendorName) === true
+        (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
                 id: vendorId,
-                qboId: vendorId,
-                name: vendorName,
-            }
-            : undefined;
-    transactionLocal.customerDetails =
-        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
-            customerId != null &&
-            customerName != null &&
-            Boolean(customerName) === true
-            ? {
-                id: customerId,
-                qboId: customerId,
-                name: customerName,
+                qboId: (_e = (_d = transaction.vendor) === null || _d === void 0 ? void 0 : _d.id) !== null && _e !== void 0 ? _e : '',
+                name: (_g = (_f = transaction.vendor) === null || _f === void 0 ? void 0 : _f.name) !== null && _g !== void 0 ? _g : '',
             }
             : undefined;
     transactionLocal.lineItemById =
@@ -102,7 +50,6 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                 ? line.vendor != null ||
                     line.customer != null
                 : transaction.vendor != null ||
-                    transaction.customer != null ||
                     transaction.customer != null;
             record.account = accountLine.account;
             record.class = accountLine.class;
@@ -377,7 +324,7 @@ const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLo
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerDetails: transactionDetailLocalData.customerDetails, customerUpdates: transactionDetailLocalData.customerUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
     return newLocalData;
 };
 exports.toUpdateLineItemsOriginalCategoryClass = toUpdateLineItemsOriginalCategoryClass;
@@ -465,7 +412,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
     return newLocalData;
 };
 exports.toSetAllLineItemsToCategoryClass = toSetAllLineItemsToCategoryClass;
@@ -491,7 +438,7 @@ const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDe
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
     return newLocalData;
 };
 exports.toSetAllLineItemsLocalDataIsUpdateAllChecked = toSetAllLineItemsLocalDataIsUpdateAllChecked;
@@ -613,7 +560,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
             newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { isUpdateAllChecked: true, isCategoryUpdateSelected: matchingRecord.isCategoryUpdateSelected, isClassUpdateSelected: matchingRecord.isClassUpdateSelected, isRecommendedCategorySelected: matchingRecord.isRecommendedCategorySelected, isRecommendedClassSelected: matchingRecord.isRecommendedClassSelected, isRetainedCategorySelected: matchingRecord.isRetainedCategorySelected, isRetainedClassSelected: matchingRecord.isRetainedCategorySelected, class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
         }
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus, selectedEntity: transactionDetailLocalData.selectedEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus });
     return newLocalData;
 };
 exports.setEntityRecommendationForLineIdInLocalData = setEntityRecommendationForLineIdInLocalData;
@@ -650,7 +597,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
     return newLocalData;
 };
 exports.removeEntityRecommendationForLineIdInLocalData = removeEntityRecommendationForLineIdInLocalData;
@@ -714,12 +661,12 @@ const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, enti
                         ? toVendorBaseFromLineEntity(entity)
                         : undefined;
                 if (line.type === 'transaction_with_product_or_service_line') {
-                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
+                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
                     record.item = lineRecord.item;
                     record.lineDetailType = lineRecord.lineDetailType;
                 }
                 if (line.type === 'journal_entry_transaction_line') {
-                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
+                    const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
                     record.lineTransactionType = lineRecord.lineTransactionType;
                     record.postingType = lineRecord.postingType;
                     record.postingTypeName = lineRecord.postingTypeName;

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

@@ -63,18 +63,17 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/saveTransactionDetail">, initializeTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     vendorId?: ID;
-    customerId?: ID;
 }, "transactionDetail/initializeTransactionDetailLocalData">, saveTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     transactionLocalData: TransactionDetailLocalData;
 }, "transactionDetail/saveTransactionDetailLocalData">, clearTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
-}, "transactionDetail/clearTransactionDetailLocalData">, resetLineItemsCategoryClassInLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineIdsForReplace: string[], lineIdsForUpdateAll: string[], replace: "account" | "class" | "both", updateAll?: boolean | undefined], {
+}, "transactionDetail/clearTransactionDetailLocalData">, resetLineItemsCategoryClassInLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineIdsForReplace: string[], lineIdsForUpdateAll: string[], replace: "both" | "class" | "account", updateAll?: boolean | undefined], {
     transactionId: TransactionID;
     transaction: SupportedTransaction;
     lineIdsForReplace: string[];
     lineIdsForUpdateAll: string[];
-    replace: "account" | "class" | "both";
+    replace: "both" | "class" | "account";
     updateAll: boolean | undefined;
 }, "transactionDetail/resetLineItemsCategoryClassInLocalData", never, never>, setAllLineItemsToCategoryClassInLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, isUpdateAll: boolean, chosenAccount?: {
     account: AccountBase;
@@ -116,18 +115,10 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/removeEntityRecommendationForLineIdForTransactionDetail", never, never>, updateSelectedVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     vendorUpdates: TransactionVendorUpdates;
-    entity?: Entity;
     resetRecommendations?: boolean;
-}, "transactionDetail/updateSelectedVendor">, updateSelectedCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "transactionDetail/updateSelectedVendor">, resetVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
-    customerUpdates: TransactionVendorUpdates;
-    entity?: Entity;
-    resetRecommendations?: boolean;
-}, "transactionDetail/updateSelectedCustomer">, resetVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    transactionId: TransactionID;
-}, "transactionDetail/resetVendor">, resetSelectedCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    transactionId: TransactionID;
-}, "transactionDetail/resetSelectedCustomer">, updateLocalDataWithTransactionsUpdateWithVendorCheckbox: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "transactionDetail/resetVendor">, updateLocalDataWithTransactionsUpdateWithVendorCheckbox: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     isUpdateEnabled: boolean;
 }, "transactionDetail/updateLocalDataWithTransactionsUpdateWithVendorCheckbox">, updateVendorToAllLineItems: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, entity: Entity], {

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,10 +4,9 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetVendor = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
-const entity_1 = require("../../entity/genericEntity/entity");
 const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
 const transactionDetailState_1 = require("./transactionDetailState");
 exports.initialState = {
@@ -338,32 +337,35 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 };
             },
         },
-        updateSelectedCustomer(draft, action) {
-            const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
-            const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
-            if (detail != null) {
-                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getUpdatedEntityLocalData(detail.transactionDetailLocalData, action.payload.customerUpdates, action.payload.entity, action.payload.resetRecommendations, 'customer') });
-            }
-        },
-        resetSelectedCustomer(draft, action) {
-            const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
-            const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
-            if (detail != null) {
-                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getResetEntityLocalData(detail.transactionDetailLocalData, 'customer') });
-            }
-        },
         updateSelectedVendor(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
             if (detail != null) {
-                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getUpdatedEntityLocalData(detail.transactionDetailLocalData, action.payload.vendorUpdates, action.payload.entity, action.payload.resetRecommendations, 'vendor') });
+                const transactionDetailLocalData = Object.assign(Object.assign({}, detail.transactionDetailLocalData), { vendorUpdates: {
+                        name: action.payload.vendorUpdates.name,
+                        id: action.payload.vendorUpdates.id,
+                        qboId: action.payload.vendorUpdates.qboId,
+                    } });
+                // on creation success, we have to reset the recommendations
+                if (action.payload.resetRecommendations === true) {
+                    for (const key in transactionDetailLocalData.lineItemById) {
+                        transactionDetailLocalData.lineItemById[key].recommendedAccount =
+                            undefined;
+                        transactionDetailLocalData.lineItemById[key].recommendedClass =
+                            undefined;
+                    }
+                }
+                const transactionDetails = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: transactionDetailLocalData });
+                draft.transactionDetailById[key] = transactionDetails;
             }
         },
         resetVendor(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
             if (detail != null) {
-                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getResetEntityLocalData(detail.transactionDetailLocalData, 'vendor') });
+                const transactionDetailLocalData = Object.assign(Object.assign({}, detail.transactionDetailLocalData), { vendorUpdates: detail.transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: false });
+                const transactionDetails = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: transactionDetailLocalData });
+                draft.transactionDetailById[key] = transactionDetails;
             }
         },
         updateLocalDataWithTransactionsUpdateWithVendorCheckbox(draft, action) {
@@ -525,37 +527,5 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
+_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.resetVendor = _a.resetVendor, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
 exports.default = transactionDetail.reducer;
-function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
-    const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
-    const transactionDetailLocalData = Object.assign(Object.assign({}, detail), { [key]: {
-            name: updates.name,
-            id: updates.id,
-            qboId: updates.qboId,
-        }, selectedEntity: entity });
-    if (resetRecommendations === true) {
-        for (const key in transactionDetailLocalData.lineItemById) {
-            transactionDetailLocalData.lineItemById[key].recommendedAccount =
-                undefined;
-            transactionDetailLocalData.lineItemById[key].recommendedClass = undefined;
-        }
-    }
-    return transactionDetailLocalData;
-}
-function getResetEntityLocalData(detail, type) {
-    const detailsKey = type === 'customer' ? 'customerDetails' : 'vendorDetails';
-    const updatesKey = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
-    const details = detail[detailsKey];
-    return Object.assign(Object.assign(Object.assign({}, detail), { [updatesKey]: details, selectedEntity: details != null
-            ? {
-                id: details.id,
-                name: details.name,
-                qboId: details.qboId,
-                type: (0, entity_1.toEntityType)(type),
-                zeniId: details.id,
-            }
-            : undefined }), (type === 'vendor' && {
-        updatePreviousTransactionsWithUpdatedVendor: false,
-    }));
-}

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

@@ -8,9 +8,9 @@ import { Transaction, TransactionID } from '../../entity/transaction/stateTypes/
 import { VendorBase } from '../../entity/vendor/vendorState';
 import { EntityRecommendationKey } from '../recommendation/recommendationState';
 import { TransactionDetailLocalData } from './transactionDetailTypes';
-export declare const getTransactionDetailKey: (transactionId: TransactionID) => `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_expense` | `${string}_check` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_transfer` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
+export declare const getTransactionDetailKey: (transactionId: TransactionID) => `${string}_transfer` | `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_expense` | `${string}_check` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
 export type TransactionDetailKey = ReturnType<typeof getTransactionDetailKey>;
-export declare const getZeniTransactionDetailKey: (transactionId: TransactionID) => `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_expense` | `${string}_check` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_transfer` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
+export declare const getZeniTransactionDetailKey: (transactionId: TransactionID) => `${string}_transfer` | `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_expense` | `${string}_check` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
 export type ZeniTransactionDetailKey = ReturnType<typeof getTransactionDetailKey>;
 export declare const getThirdPartyIdFromTransactionId: (transactionId: TransactionID) => string;
 /**
@@ -59,7 +59,6 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
-    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;