@zeniai/client-epic-state 4.15.42 → 4.15.44

package/lib/view/spendManagement/zeniAccounts/expressPay/expressPayState.d.ts

@@ -1,8 +1,8 @@
 import { Amount } from '../../../../commonStateTypes/amount';
 import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
 import { ZeniDate } from '../../../../zeniDayJS';
-import { BillPayConfig } from '../../billPay/billPayConfig/billPayConfigState';
 import { FundingAccount } from '../../commonSetup/setupViewSelector';
+import { ZeniAccountPaymentMethod } from '../zeniAccountsConfig/zeniAccountsConfigState';
 export interface ExpressPayState extends FetchStateAndError {
     expressPayId?: ID;
     formLocalData?: ExpressPayFormLocalData;
@@ -12,7 +12,7 @@ export interface ExpressPayFormLocalData {
     vendorId?: ID;
     withdrawFrom?: FundingAccount;
     paymentToAccountId?: ID;
-    paymentType?: BillPayConfig;
+    paymentType?: ZeniAccountPaymentMethod;
     amount: Amount;
     paymentDate: ZeniDate;
     receiptFileId?: ID;

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigPayload.d.ts

@@ -1,5 +1,7 @@
 import { AddressPayload } from '../../../../entity/address/addressPayload';
 import { ZeniAPIResponse } from '../../../../responsePayload';
+import { ConfigTimelinePayload, TimelineDetail } from '../../billPay/billPayConfig/billPayConfigPayload';
+import { BillPaymentConfigCodeType, PaymentAchSubConfigCodeType } from '../../billPay/billPayConfig/billPayConfigState';
 import { ZeniAccountsConfig } from './zeniAccountsConfigState';
 export interface ZeniAccountsConfigPayload {
     apy: string | null;
@@ -7,7 +9,18 @@ export interface ZeniAccountsConfigPayload {
     deposit_product_config: DepositProductConfigPayload;
     mailing_address: AddressPayload;
     bank_address: AddressPayload;
+    payment_processor: PaymentProcessorPayload;
+    is_us_domestic_wire_enabled: boolean;
+    is_same_day_ach_enabled: boolean;
 }
+export interface PaymentProcessorPayload {
+    payment_timeline: PaymentTimeline;
+}
+interface PaymentTimeline {
+    ach: Record<PaymentAchSubConfigCodeType, ConfigTimelineForAccTypePayload>;
+    wire: Record<'us-domestic', ConfigTimelineForAccTypePayload>;
+}
+export type ConfigTimelineForAccTypePayload = Record<'deposit_account', ConfigTimelinePayload>;
 export declare const mapZeniAccountsConfigPayloadToZeniAccountsConfigState: (payload: ZeniAccountsConfigPayload) => ZeniAccountsConfig;
 interface DepositProductConfigPayload {
     deposit_products: DepositProductsPayload[];
@@ -17,4 +30,5 @@ interface DepositProductsPayload {
     range: (number | null)[];
 }
 export type FetchZeniAccountsConfigResponse = ZeniAPIResponse<ZeniAccountsConfigPayload>;
+export declare const getTimelineDetail: (paymentTimeline: PaymentTimeline, code: BillPaymentConfigCodeType, subCode: "standard" | "same-day" | "us-domestic") => TimelineDetail;
 export {};

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigPayload.js

@@ -1,12 +1,15 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.mapZeniAccountsConfigPayloadToZeniAccountsConfigState = void 0;
+exports.getTimelineDetail = exports.mapZeniAccountsConfigPayloadToZeniAccountsConfigState = void 0;
+const billPayConfigPayload_1 = require("../../billPay/billPayConfig/billPayConfigPayload");
+const billPayConfigState_1 = require("../../billPay/billPayConfig/billPayConfigState");
 const mapZeniAccountsConfigPayloadToZeniAccountsConfigState = (payload) => ({
     annualPercentageYield: payload.apy != null ? payload.apy : '',
     bankName: payload.bank_name,
     mailingAddressId: payload.mailing_address.address_id,
     bankAddressId: payload.bank_address.address_id,
     depositProductConfig: mapDepositProductConfigPayloadToDepositProductConfig(payload.deposit_product_config),
+    paymentMethods: mapZeniAccountConfigPayloadToPaymentMethods(payload.payment_processor, payload.is_same_day_ach_enabled, payload.is_us_domestic_wire_enabled),
 });
 exports.mapZeniAccountsConfigPayloadToZeniAccountsConfigState = mapZeniAccountsConfigPayloadToZeniAccountsConfigState;
 const mapDepositProductConfigPayloadToDepositProductConfig = (payload) => {
@@ -20,3 +23,77 @@ const mapDepositProductConfigPayloadToDepositProductConfig = (payload) => {
         depositProducts: array,
     };
 };
+const mapZeniAccountConfigPayloadToPaymentMethods = (paymentProcessor, isSameDayAchEnabled, isDomesticWireEnabled) => {
+    const paymentMethods = [];
+    billPayConfigState_1.BILL_PAYMENT_METHOD_CODE.forEach((code) => {
+        switch (code) {
+            case 'ach': {
+                billPayConfigState_1.PAYMENT_ACH_SUB_CODES.forEach((subCode) => {
+                    billPayConfigState_1.ACCOUNT_TYPE_CODES.forEach((accType) => {
+                        paymentMethods.push(mapBillPayConfigPayloadToBillPayConfig(paymentProcessor, subCode === 'standard' ? true : isSameDayAchEnabled, true, code, subCode, accType));
+                    });
+                });
+                break;
+            }
+            case 'wire': {
+                billPayConfigState_1.BILL_PAYMENT_WIRE_SUB_CODES.forEach((subCode) => {
+                    if (subCode === 'us-domestic') {
+                        billPayConfigState_1.ACCOUNT_TYPE_CODES.forEach((accType) => {
+                            paymentMethods.push(mapBillPayConfigPayloadToBillPayConfig(paymentProcessor, isDomesticWireEnabled, true, code, subCode, accType));
+                        });
+                    }
+                });
+                break;
+            }
+        }
+    });
+    return paymentMethods;
+};
+const mapBillPayConfigPayloadToBillPayConfig = (paymentProcessor, isEnabled, isVerified, code, subCode, accType) => {
+    const { payment_timeline } = paymentProcessor;
+    const { minPeriod, maxPeriod } = (0, exports.getTimelineDetail)(payment_timeline, code, subCode);
+    return {
+        minPeriod: minPeriod,
+        maxPeriod: maxPeriod,
+        method: (0, billPayConfigState_1.getBillPayConfigMethodKey)(code, (0, billPayConfigState_1.toBillPaymentSubConfigCodeKeyType)((0, billPayConfigPayload_1.getBillPaymentSubConfigCodeKey)(subCode)), accType != null ? (0, billPayConfigPayload_1.getAccountTypeSubConfigCodeKey)(accType) : undefined),
+        isEnabled,
+        isVerified,
+    };
+};
+const getTimelineDetail = (paymentTimeline, code, subCode) => {
+    const accType = 'deposit_account';
+    let minPeriod = {
+        value: 0,
+        units: 'days',
+    };
+    let maxPeriod = {
+        value: 0,
+        units: 'days',
+    };
+    if (code === 'ach') {
+        minPeriod = {
+            value: paymentTimeline[code][(0, billPayConfigState_1.toPaymentAchSubMethodCodeType)(subCode)][accType]
+                .min.value,
+            units: paymentTimeline[code][(0, billPayConfigState_1.toPaymentAchSubMethodCodeType)(subCode)][accType]
+                .min.units,
+        };
+        maxPeriod = {
+            value: paymentTimeline[code][(0, billPayConfigState_1.toPaymentAchSubMethodCodeType)(subCode)][accType]
+                .max.value,
+            units: paymentTimeline[code][(0, billPayConfigState_1.toPaymentAchSubMethodCodeType)(subCode)][accType]
+                .max.units,
+        };
+    }
+    else if (code === 'wire') {
+        minPeriod = {
+            value: paymentTimeline[code]['us-domestic'][accType].min.value,
+            units: paymentTimeline[code]['us-domestic'][accType].min.units,
+        };
+        maxPeriod = {
+            value: paymentTimeline[code]['us-domestic'][accType].max.value,
+            units: paymentTimeline[code]['us-domestic'][accType].max.units,
+        };
+    }
+    return { minPeriod, maxPeriod };
+};
+exports.getTimelineDetail = getTimelineDetail;

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigReducer.js

@@ -13,6 +13,7 @@ exports.initialState = {
         depositProductConfig: {
             depositProducts: [{ annualPercentageYield: 0, range: [] }],
         },
+        paymentMethods: [],
     },
     hasValidState() {
         return this.fetchState == 'Completed';
@@ -29,13 +30,14 @@ const zeniAccountsConfig = (0, toolkit_1.createSlice)({
             draft.error = undefined;
         },
         updateZeniAccountsConfigSuccess(draft, action) {
-            const { bankName, mailingAddressId, bankAddressId, depositProductConfig, annualPercentageYield, } = (0, zeniAccountsConfigPayload_1.mapZeniAccountsConfigPayloadToZeniAccountsConfigState)(action.payload);
+            const { bankName, mailingAddressId, bankAddressId, depositProductConfig, annualPercentageYield, paymentMethods, } = (0, zeniAccountsConfigPayload_1.mapZeniAccountsConfigPayloadToZeniAccountsConfigState)(action.payload);
             draft.zeniAccountsConfig = {
                 annualPercentageYield,
                 bankName,
                 mailingAddressId,
                 bankAddressId,
                 depositProductConfig,
+                paymentMethods,
             };
             draft.fetchState = 'Completed';
             draft.error = undefined;

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigSelector.d.ts

@@ -1,7 +1,7 @@
 import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
 import { Address } from '../../../../entity/address/addressState';
 import { RootState } from '../../../../reducer';
-import { DepositProductConfig } from './zeniAccountsConfigState';
+import { DepositProductConfig, ZeniAccountPaymentMethod } from './zeniAccountsConfigState';
 export interface ZeniAccountsConfigSelectorView extends SelectorView {
     zeniAccountsConfigDetail: {
         annualPercentageYield: string;
@@ -9,6 +9,7 @@ export interface ZeniAccountsConfigSelectorView extends SelectorView {
         depositProductConfig: DepositProductConfig;
         mailingAddress?: Address;
         bankAddress?: Address;
+        paymentMethods: ZeniAccountPaymentMethod[];
     };
 }
 export declare const getZeniAccountsConfigDetail: (state: RootState) => ZeniAccountsConfigSelectorView;

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigSelector.js

@@ -4,7 +4,7 @@ exports.getZeniAccountsConfigDetail = void 0;
 const addressSelector_1 = require("../../../../entity/address/addressSelector");
 const getZeniAccountsConfigDetail = (state) => {
     const { zeniAccountsConfigState, addressState } = state;
-    const { bankName, depositProductConfig, bankAddressId, mailingAddressId, annualPercentageYield, } = zeniAccountsConfigState.zeniAccountsConfig;
+    const { bankName, depositProductConfig, bankAddressId, mailingAddressId, annualPercentageYield, paymentMethods, } = zeniAccountsConfigState.zeniAccountsConfig;
     const mailingAddress = (0, addressSelector_1.getAddressByAddressId)(addressState, mailingAddressId);
     const bankAddress = (0, addressSelector_1.getAddressByAddressId)(addressState, bankAddressId);
     return {
@@ -14,6 +14,7 @@ const getZeniAccountsConfigDetail = (state) => {
             depositProductConfig: depositProductConfig,
             mailingAddress,
             bankAddress,
+            paymentMethods,
         },
         fetchState: zeniAccountsConfigState.fetchState,
         error: zeniAccountsConfigState.error,

package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigState.d.ts

@@ -1,4 +1,5 @@
 import { FetchedState, ID } from '../../../../commonStateTypes/common';
+import { ConfigPeriod } from '../../billPay/billPayConfig/billPayConfigState';
 export interface ZeniAccountsConfigState extends FetchedState {
     zeniAccountsConfig: ZeniAccountsConfig;
 }
@@ -8,6 +9,14 @@ export interface ZeniAccountsConfig {
     mailingAddressId: ID;
     bankAddressId: ID;
     depositProductConfig: DepositProductConfig;
+    paymentMethods: ZeniAccountPaymentMethod[];
+}
+export interface ZeniAccountPaymentMethod {
+    minPeriod: ConfigPeriod;
+    maxPeriod: ConfigPeriod;
+    method: string;
+    isEnabled: boolean;
+    isVerified: boolean;
 }
 export interface DepositProductConfig {
     depositProducts: DepositProduct[];

package/lib/view/subscriptionView/subscriptionViewReducer.js

@@ -191,7 +191,6 @@ const subscriptionView = (0, toolkit_1.createSlice)({
             },
         },
         fetchSubscriptionList: {
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
             prepare(fetchFullResponse = false) {
                 return { payload: { fetchFullResponse } };
             },

package/lib/view/subscriptionView/types/subscriptionTypes.js

@@ -15,7 +15,6 @@ const ALL_SUBSCRIPTION_SORT_KEYS = [
     'monthlyRecurringRevenue',
     'notes',
 ];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toSubscriptionSortKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_SUBSCRIPTION_SORT_KEYS);
 exports.toSubscriptionSortKeyType = toSubscriptionSortKeyType;
 exports.SUBSCRIPTION_STATUS_CODES = [

package/lib/view/taskManager/taskListView/epics/dragNDropTasksEpic.js

@@ -5,9 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const taskListReducer_1 = require("../taskListReducer");
 const taskListViewHelpers_1 = require("../taskListViewHelpers");
-const dragNDropTasksEpic = (actions$, 
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-state$) => actions$.pipe((0, operators_1.filter)(taskListReducer_1.dragNDropTasks.match), (0, operators_1.mergeMap)((action) => {
+const dragNDropTasksEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(taskListReducer_1.dragNDropTasks.match), (0, operators_1.mergeMap)((action) => {
     const { taskIds, groupId } = action.payload;
     const state = state$.value;
     const { groupByKey } = state.taskListState.uiState;

package/lib/view/taskManager/taskListView/taskList.d.ts

@@ -37,15 +37,15 @@ export interface TaskFilterCategory {
 }
 export type TaskListFilterCategoryField = 'status' | 'dueDate' | 'assignee' | 'creationDate' | 'priority' | 'tag';
 export declare const TASK_LIST_GROUP_BY_KEYS: readonly ["groupName", "status", "dueDate", "assignee", "priority", "tag"];
-export declare const toTaskListGroupByKeyType: (v: string) => "priority" | "status" | "dueDate" | "groupName" | "tag" | "assignee";
-export declare const toTaskListGroupByKeyTypeStrict: (v: string) => "priority" | "status" | "dueDate" | "groupName" | "tag" | "assignee" | undefined;
+export declare const toTaskListGroupByKeyType: (v: string) => "status" | "dueDate" | "groupName" | "tag" | "priority" | "assignee";
+export declare const toTaskListGroupByKeyTypeStrict: (v: string) => "status" | "dueDate" | "groupName" | "tag" | "priority" | "assignee" | undefined;
 export declare type TaskGroupKey = ReturnType<typeof toTaskListGroupByKeyType>;
 export interface TaskListUIState extends SpendManagementUIState {
     sortKey: TaskListViewSortKey;
     searchText: string;
     groupByKey: TaskGroupKey;
 }
-declare const toTaskListSortKeyType: (v: string) => "name" | "priority" | "status" | "dueDate" | "tag" | "timeSpent" | "assignee" | "creationDate";
+declare const toTaskListSortKeyType: (v: string) => "status" | "name" | "dueDate" | "tag" | "priority" | "timeSpent" | "assignee" | "creationDate";
 export declare type TaskListViewSortKey = ReturnType<typeof toTaskListSortKeyType>;
 export declare const TASK_LIST_FILTER_CATEGORIES: TaskListFilterCategoryOption[];
 interface TaskListFilterCategoryOption {

package/lib/view/taskManager/taskListView/taskListSelector.d.ts

@@ -54,7 +54,7 @@ export declare const getTaskListGroupedByPriority: ({ taskListState, taskState,
     tagState: TagState;
 }) => {
     groupName: string;
-    id: "normal" | "high" | "low" | "medium" | "urgent";
+    id: "urgent" | "high" | "normal" | "medium" | "low";
     isDefault: boolean;
     tasks: TaskWithUserDetails[];
 }[];

package/lib/view/tasksCard/fetchTasksCardEpic.js

@@ -9,8 +9,7 @@ const fetchTasksCardEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators
     .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/reports/task_card`)
     .pipe((0, operators_1.mergeMap)((response) => {
     if ((0, responsePayload_1.isSuccessResponse)(response)) {
-        return (0, rxjs_1.of)((0, tasksCardReducer_1.updateTasksCard)(response.data) // eslint-disable-line @typescript-eslint/no-non-null-assertion
-        );
+        return (0, rxjs_1.of)((0, tasksCardReducer_1.updateTasksCard)(response.data));
     }
     else {
         return (0, rxjs_1.of)((0, tasksCardReducer_1.updateTasksCardFailure)(response.status));

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

@@ -1,11 +1,11 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
+    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";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;
     fetchState: import("../..").FetchState;
-    firstMonthOfFY: 2 | 1 | 3 | 4 | 8 | 5 | 6 | 10 | 7 | 12 | 11 | 9;
+    firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     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 = false || fetchState !== 'Completed';
+    let showCard = 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: "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";
+    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";
     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")<string> | import("url-parse")<Record<string, string | undefined>> | undefined;
+            logo: import("url-parse")<Record<string, string | undefined>> | import("url-parse")<string> | undefined;
             balance: import("../..").Balance;
         }[];
     };
     allTimePeriods: TopExTimePeriodWithMetaData[];
     dataAvailable: import("../..").TimeframeTick | undefined;
-    firstMonthOfFY: 2 | 1 | 3 | 4 | 8 | 5 | 6 | 10 | 7 | 12 | 11 | 9;
+    firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     downloadState: import("../..").FetchState;
 };
 export declare const getTop6Expenses: (state: RootState) => TopExReport;

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

@@ -2,8 +2,6 @@
 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");
@@ -25,7 +23,7 @@ const recommendationState_1 = require("../../recommendation/recommendationState"
  * additionally fire “Mark as not miscat” for every point above.
  */
 const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
-    var _a, _b, _c;
+    var _a, _b;
     const updates = {
         updatesByLineId: {},
     };
@@ -33,21 +31,28 @@ 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)) {
-        updates.vendorId = (_b = transactionDetailLocalData.vendorUpdates) === null || _b === void 0 ? void 0 : _b.id;
+    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;
     }
     let isBulkUpdate = false;
-    const entity = getEntityFromTransaction(transaction);
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
-    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
+    (_b = transaction.lines) === null || _b === void 0 ? void 0 : _b.forEach((line) => {
         var _a, _b, _c, _d, _e, _f;
-        const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates);
+        const entityDetails = getEntityDetails(selectedEntity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -60,7 +65,14 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
             };
             if (line.type === 'journal_entry_transaction_line' ||
                 line.platformLineDetailType === 'deposit_line_detail') {
-                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), getVendorOrCustomerDetails(lineItem));
+                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 });
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
@@ -187,49 +199,7 @@ const toRecommendedClassBase = (amountValue, classBase, recommendationBase) => {
     }
 };
 exports.toRecommendedClassBase = toRecommendedClassBase;
-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) => {
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
     var _a, _b, _c, _d;
     if (entity != null) {
         return {
@@ -243,6 +213,14 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
             entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
         };
     }
+    if (customerUpdates != null &&
+        Boolean(customerUpdates.id) === true &&
+        customerUpdates.id != null) {
+        return {
+            entityId: customerUpdates.id,
+            entityType: 'customer',
+        };
+    }
     if (vendorUpdates != null && vendorUpdates.id != null) {
         return {
             entityId: vendorUpdates.id,

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

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