@zeniai/client-epic-state 4.15.41 → 4.15.43

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

@@ -19,43 +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,
-            logo: transaction.logo,
-        };
-    }
-    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,
-            logo: transaction.logo,
-        };
-    }
     transactionLocal.vendorUpdates = undefined;
-    transactionLocal.customerUpdates = undefined;
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -89,34 +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;
@@ -152,7 +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) {
@@ -187,11 +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 &&
@@ -240,7 +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);
     }
@@ -304,7 +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);
     }
@@ -316,7 +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 &&
@@ -326,20 +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/jeSchedulesViewReducer.d.ts

@@ -22,23 +22,23 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
     failedJeSchedules: JEScheduledTransactionPayload[];
     selectedPeriod: MonthYearPeriod;
     refreshViewInBackground: boolean;
-}, "expenseAutomationJESchedulesView/fetchJeSchedulesSuccess">, fetchRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchRecommendationForAccountSettings">, ignoreRecommendedJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleTransactionKey: `${string}_invoice` | `${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` | `${string}_journal_entry`, scheduleType: "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue"], {
-    jeScheduleTransactionKey: `${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`;
+}, "expenseAutomationJESchedulesView/fetchJeSchedulesSuccess">, fetchRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/fetchRecommendationForAccountSettings">, ignoreRecommendedJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleTransactionKey: `${string}_transfer` | `${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` | `${string}_journal_entry`, scheduleType: "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue"], {
+    jeScheduleTransactionKey: `${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`;
     scheduleType: "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
 }, "expenseAutomationJESchedulesView/ignoreRecommendedJeSchedule", never, never>, ignoreRecommendedJeScheduleFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     jeScheduleTransactionKey: JEScheduleTransactionKey;
     status: ZeniAPIStatus;
-}, "expenseAutomationJESchedulesView/ignoreRecommendedJeScheduleFailure">, ignoreRecommendedJeScheduleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleTransactionKey: `${string}_invoice` | `${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` | `${string}_journal_entry`], {
-    jeScheduleTransactionKey: `${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`;
+}, "expenseAutomationJESchedulesView/ignoreRecommendedJeScheduleFailure">, ignoreRecommendedJeScheduleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleTransactionKey: `${string}_transfer` | `${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` | `${string}_journal_entry`], {
+    jeScheduleTransactionKey: `${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`;
 }, "expenseAutomationJESchedulesView/ignoreRecommendedJeScheduleSuccess", never, never>, initializeAccountSettingsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationJESchedulesView/initializeAccountSettingsView">, initializeJeScheduleLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeSchedules: JEScheduledTransactionPayload[]], {
-    jeScheduleTransactionKeys: (`${string}_invoice` | `${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` | `${string}_journal_entry`)[];
-}, "expenseAutomationJESchedulesView/initializeJeScheduleLocalData", never, never>, removeFailedJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[failedJeScheduleKey: `${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`, selectedPeriod: MonthYearPeriod], {
-    failedJeScheduleKey: `${string}_invoice` | `${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` | `${string}_journal_entry`;
+    jeScheduleTransactionKeys: (`${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`)[];
+}, "expenseAutomationJESchedulesView/initializeJeScheduleLocalData", never, never>, removeFailedJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[failedJeScheduleKey: `${string}_transfer` | `${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` | `${string}_journal_entry`, selectedPeriod: MonthYearPeriod], {
+    failedJeScheduleKey: `${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`;
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationJESchedulesView/removeFailedJeScheduleTransactionKey", never, never>, removeJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     scheduledJournalEntryID: ID;
-}, "expenseAutomationJESchedulesView/removeJeScheduleLocalDataById">, removeJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKey: `${string}_invoice` | `${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` | `${string}_journal_entry`, selectedPeriod: MonthYearPeriod], {
-    jeScheduleKey: `${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`;
+}, "expenseAutomationJESchedulesView/removeJeScheduleLocalDataById">, removeJeScheduleTransactionKey: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKey: `${string}_transfer` | `${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` | `${string}_journal_entry`, selectedPeriod: MonthYearPeriod], {
+    jeScheduleKey: `${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`;
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationJESchedulesView/removeJeScheduleTransactionKey", never, never>, retryJeSchedule: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     scheduledJournalEntryID: ID;
@@ -59,8 +59,8 @@ export declare const clearExpenseAutomationJESchedulesView: import("@reduxjs/too
 }, "expenseAutomationJESchedulesView/updateAccountSettingsListForAccountTypesFailure">, updateJeScheduleLocalDataById: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     scheduledJournalEntryID: ID;
     localData: Partial<JEScheduleLocalData>;
-}, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_invoice` | `${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` | `${string}_journal_entry`)[], selectedPeriod: MonthYearPeriod], {
-    jeScheduleKeys: (`${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`)[];
+}, "expenseAutomationJESchedulesView/updateJeScheduleLocalDataById">, updateJeScheduleTransactionKeys: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeScheduleKeys: (`${string}_transfer` | `${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` | `${string}_journal_entry`)[], selectedPeriod: MonthYearPeriod], {
+    jeScheduleKeys: (`${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`)[];
     selectedPeriod: MonthYearPeriod;
 }, "expenseAutomationJESchedulesView/updateJeScheduleTransactionKeys", never, never>, updateRecommendationForAccountSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<AccountTypeRecommendationPayload, "expenseAutomationJESchedulesView/updateRecommendationForAccountSettings">, updateRecommendationForAccountSettingsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;

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;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -261,7 +261,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
+                const { vendorId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData === null || transactionLocalData === void 0 ? void 0 : transactionLocalData.transactionReviewLocalData.lineItemById[lineId].account;
@@ -285,7 +285,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         ];
                     }
                 }
-                if (vendorId != null || customerId != null) {
+                if (vendorId != null) {
                     transactions.forEach((transaction) => {
                         const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
@@ -294,13 +294,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, (existingAccount === null || existingAccount === void 0 ? void 0 : existingAccount.accountId) !== (selectedAccount === null || selectedAccount === void 0 ? void 0 : selectedAccount.accountId)
                                     ? 'category'
-                                    : 'class', uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase),
+                                    : 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
                             };
                         }
                     });
                 }
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
                 return {
                     payload: {
                         selectedTab,
@@ -308,7 +308,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineId,
                         transactions,
                         vendorId,
-                        customerId,
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,
@@ -367,58 +366,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             draft.transactionCategorizationView[selectedTab].error =
                 action.payload.status;
         },
-        updateSelectedCustomerForTransaction(draft, action) {
-            const { transactionId, lineId, updatedCustomer, selectedTransaction, selectedTab, uncategorizedAccounts, } = action.payload;
-            const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
-                .transactionReviewLocalDataById, transactionId, undefined);
-            if (transactionLocalData != null) {
-                let newTransactionLocalData = Object.assign({}, transactionLocalData.transactionReviewLocalData);
-                if (!(0, vendorTransaction_1.isVendorTransaction)(selectedTransaction) &&
-                    updatedCustomer != null) {
-                    newTransactionLocalData = Object.assign(Object.assign({}, newTransactionLocalData), { lineItemById: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById), { [lineId]: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById[lineId]), { customer: updatedCustomer, selectedEntityLine: action.payload.selectedEntity != null
-                                    ? action.payload.selectedEntity
-                                    : undefined }) }) });
-                }
-                else {
-                    if (action.payload.selectedEntity != null) {
-                        newTransactionLocalData.selectedEntity =
-                            action.payload.selectedEntity;
-                    }
-                    newTransactionLocalData.customerUpdates =
-                        updatedCustomer != null && updatedCustomer.id != null
-                            ? {
-                                id: updatedCustomer.id,
-                                name: updatedCustomer.name,
-                                qboId: updatedCustomer.id,
-                            }
-                            : undefined;
-                    newTransactionLocalData.customer =
-                        updatedCustomer != null && updatedCustomer.id != null
-                            ? {
-                                id: updatedCustomer.id,
-                                name: updatedCustomer.name,
-                                logo: updatedCustomer.logo,
-                            }
-                            : undefined;
-                }
-                draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transactionId] = {
-                    transactionReviewLocalData: newTransactionLocalData,
-                    transactionId,
-                };
-                const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
-                    .selectedCheckBoxTransactionIds;
-                if (newTransactionLocalData.customer != null &&
-                    newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
-                    draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                        ...selectedCheckBoxTransactionIds,
-                        transactionId,
-                    ];
-                }
-            }
-        },
         updateSelectedVendorForTransaction(draft, action) {
             const { transactionId, lineId, updatedVendor, selectedTransaction, selectedTab, uncategorizedAccounts, } = action.payload;
             const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
@@ -427,15 +374,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 let newTransactionLocalData = Object.assign({}, transactionLocalData.transactionReviewLocalData);
                 if (!(0, vendorTransaction_1.isVendorTransaction)(selectedTransaction) &&
                     updatedVendor != null) {
-                    newTransactionLocalData = Object.assign(Object.assign({}, newTransactionLocalData), { lineItemById: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById), { [lineId]: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById[lineId]), { vendor: updatedVendor, selectedEntityLine: action.payload.selectedEntity != null
-                                    ? action.payload.selectedEntity
-                                    : undefined }) }) });
+                    newTransactionLocalData = Object.assign(Object.assign({}, newTransactionLocalData), { lineItemById: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById), { [lineId]: Object.assign(Object.assign({}, transactionLocalData.transactionReviewLocalData.lineItemById[lineId]), { vendor: updatedVendor }) }) });
                 }
                 else {
-                    if (action.payload.selectedEntity != null) {
-                        newTransactionLocalData.selectedEntity =
-                            action.payload.selectedEntity;
-                    }
                     newTransactionLocalData.vendorUpdates =
                         updatedVendor != null && updatedVendor.id != null
                             ? {
@@ -561,5 +502,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId;
 exports.default = expenseAutomationTransactionsView.reducer;

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

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

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

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

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

@@ -1,10 +1,7 @@
 "use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
-};
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
-const omit_1 = __importDefault(require("lodash/omit"));
+const lodash_1 = require("lodash");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
@@ -42,7 +39,7 @@ function getExpenseAutomationJESchedulesView(state) {
         !fixedAssetLabelAccountIds.includes(account.accountId));
     const allClassList = (0, classListSelector_1.getClassList)(classState, classListState);
     const allClasses = allClassList.classes.map((classData) => {
-        return (0, omit_1.default)(classData, ['accountIds', 'key']);
+        return (0, lodash_1.omit)(classData, ['accountIds', 'key']);
     });
     const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountTypes.accountListKey).filter((account) => account.accountId[0] != null &&
         scheduleDetailAccountIds.includes(account.accountId[0]));

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

@@ -4,7 +4,7 @@ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
-declare const toFluxAnalysisSortKey: (v: string) => "vendor" | "class" | "category";
+declare const toFluxAnalysisSortKey: (v: string) => "class" | "vendor" | "category";
 export type FluxAnalysisSortKey = ReturnType<typeof toFluxAnalysisSortKey>;
 export type FluxAnalysisActionType = 'review' | 'unreview';
 export type FluxAnalysisReviewStatus = 'Pending Review' | 'Reviewed';

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

@@ -1,7 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-export declare const toMissingReceiptsSortKey: (v: string) => "date" | "vendor" | "amount" | "class" | "category";
+export declare const toMissingReceiptsSortKey: (v: string) => "class" | "date" | "vendor" | "amount" | "category";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
     searchString: string;

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

@@ -15,11 +15,11 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-export declare const toTransactionsSortKey: (v: string) => "date" | "vendor" | "amount" | "class" | "transaction_type" | "category";
+export declare const toTransactionsSortKey: (v: string) => "class" | "date" | "vendor" | "amount" | "transaction_type" | "category";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";
 export type TransactionsTab = ReturnType<typeof toTransactionsTabKey>;
-export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
+export declare const getTransactionCategorizationKey: (transactionId: TransactionID, lineId: ID) => `${string}_transfer_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
 export type TransactionCategorizationKey = ReturnType<typeof getTransactionCategorizationKey>;
 export interface TransactionsViewUIState {
     searchString: string;
@@ -55,30 +55,21 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     lineEntity?: Entity;
     isCategoryMiscategorized: boolean;
     isClassMiscategorized: boolean;
-    selectedEntityLine?: Entity;
 }
 export interface TransactionReviewLocalData {
     lineItemById: Record<ID, TransactionCategorizationLineItemData>;
     sortedLineItems: ID[];
     vendor?: VendorBase;
-    customer?: CustomerBase;
     memo?: string;
     vendorDetails?: {
         id: ID;
         qboId: string;
         name: string;
     };
-    customerDetails?: {
-        id: ID;
-        qboId: string;
-        name: string;
-    };
     transactionDate?: ZeniDate;
     transactionType?: TransactionType;
     transactionTypeName?: string;
     vendorUpdates?: TransactionVendorUpdates;
-    customerUpdates?: TransactionVendorUpdates;
-    selectedEntity?: Entity;
 }
 export interface SupportedTransactionCategorization {
     transactionReviewLocalData: TransactionReviewLocalData;
@@ -112,7 +103,6 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
-    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

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

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

package/lib/view/financeStatement/financeStatementReducer.js

@@ -29,7 +29,10 @@ const financeStatement = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.lastFetchRequestTime = (0, zeniDayJS_1.dateNow)();
             },
-            prepare(userId, fetchSelectedTab = true, fetchFullReport = false, cacheOverride = false) {
+            prepare(userId, fetchSelectedTab = true, // eslint-disable-line @typescript-eslint/no-inferrable-types,
+            fetchFullReport = false, // eslint-disable-line @typescript-eslint/no-inferrable-types,
+            cacheOverride = false // eslint-disable-line @typescript-eslint/no-inferrable-types
+            ) {
                 return {
                     payload: { userId, fetchSelectedTab, fetchFullReport, cacheOverride },
                 };

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

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined], {
     merchantId: string | undefined;
-    context: "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" | undefined;
+    context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -15,10 +15,10 @@ export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCrea
     merchantName: string | undefined;
 }, "globalMerchantView/fetchGlobalMerchantRecommendation", never, never>, fetchGlobalMerchantRecommendationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<VendorReviewViewAllRecommendationsPayload, "globalMerchantView/fetchGlobalMerchantRecommendationSuccess">, fetchGlobalMerchantRecommendationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "globalMerchantView/fetchGlobalMerchantRecommendationFailure">, updateCreateGlobalMerchantLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[globalMerchantName: string, currentSelection: NewGlobalMerchantCurrentSelection, globalMerchantWebsiteUrl?: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined], {
+}, "globalMerchantView/fetchGlobalMerchantRecommendationFailure">, updateCreateGlobalMerchantLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[globalMerchantName: string, currentSelection: NewGlobalMerchantCurrentSelection, globalMerchantWebsiteUrl?: import("url-parse")<string> | import("url-parse")<Record<string, string | undefined>> | undefined], {
     globalMerchantName: string;
     currentSelection: NewGlobalMerchantCurrentSelection;
-    globalMerchantWebsiteUrl: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined;
+    globalMerchantWebsiteUrl: import("url-parse")<string> | import("url-parse")<Record<string, string | undefined>> | undefined;
 }, "globalMerchantView/updateCreateGlobalMerchantLocalData", never, never>, clearGlobalMerchantView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"globalMerchantView/clearGlobalMerchantView">;
 declare const _default: import("redux").Reducer<GlobalMerchantViewState>;
 export default _default;