@zeniai/client-epic-state 4.17.70 → 4.17.71

package/lib/commonPayloadTypes/vendorRecommendationPayload.d.ts

@@ -7,6 +7,7 @@ export interface RecommendedVendorBasePayload {
     reason?: string | null;
     recommendation_hash?: string | null;
     third_party_merchant_id?: string | null;
+    type?: string | null;
     vendor_name_confidence?: number;
     website_url?: string | null;
 }

package/lib/commonStateTypes/recommendationBase.d.ts

@@ -26,3 +26,26 @@ export declare const getRecommendationAmountRange: (amountValue: number) => {
     max?: number;
 };
 export declare const mapRecommendedVendorPayloadToBase: (payload: RecommendedVendorBasePayload) => RecommendedVendorBase;
+/**
+ * Interface for tracking COT recommendation types viewed
+ */
+export interface COTRecommendationTracking {
+    recommendationTypesViewed: string[];
+}
+/**
+ * Interface for tracking COT line item data
+ */
+export interface COTLineItemTracking {
+    category: COTRecommendationTracking;
+    class: COTRecommendationTracking;
+    lineId: ID;
+    vendor: COTRecommendationTracking;
+}
+/**
+ * Type for COT tracking state (array of line items)
+ */
+export type COTTransactionTracking = COTLineItemTracking[];
+/**
+ * Type for COT transaction tracking (Record of transaction ID to line items)
+ */
+export type COTTransactionTrackingByTransactionId = Record<ID, COTLineItemTracking[]>;

package/lib/commonStateTypes/recommendationBase.js

@@ -39,17 +39,18 @@ const getRecommendationAmountRange = (amountValue) => {
 };
 exports.getRecommendationAmountRange = getRecommendationAmountRange;
 const mapRecommendedVendorPayloadToBase = (payload) => {
-    var _a, _b, _c, _d, _e, _f, _g;
+    var _a, _b, _c, _d, _e, _f, _g, _h;
     return {
         name: payload.vendor_name,
         thirdPartyMerchantId: (_a = payload.third_party_merchant_id) !== null && _a !== void 0 ? _a : undefined,
         id: (_b = payload.vendor_id) !== null && _b !== void 0 ? _b : undefined,
         qboId: (_c = payload.qbo_id) !== null && _c !== void 0 ? _c : undefined,
         reason: (_d = payload.reason) !== null && _d !== void 0 ? _d : undefined,
-        recommendationHash: (_e = payload.recommendation_hash) !== null && _e !== void 0 ? _e : undefined,
+        type: (_e = payload.type) !== null && _e !== void 0 ? _e : undefined,
+        recommendationHash: (_f = payload.recommendation_hash) !== null && _f !== void 0 ? _f : undefined,
         vendorNameConfidence: payload.vendor_name_confidence,
-        logo: Boolean((_f = payload.logo) === null || _f === void 0 ? void 0 : _f.url) === true
-            ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)((_g = payload.logo) === null || _g === void 0 ? void 0 : _g.url)
+        logo: Boolean((_g = payload.logo) === null || _g === void 0 ? void 0 : _g.url) === true
+            ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)((_h = payload.logo) === null || _h === void 0 ? void 0 : _h.url)
             : undefined,
         websiteUrl: payload.website_url != null
             ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)(payload.website_url)

package/lib/commonStateTypes/vendorRecommendation.d.ts

@@ -8,6 +8,7 @@ export interface RecommendedVendorBase {
     reason?: string;
     recommendationHash?: ID;
     thirdPartyMerchantId?: ID;
+    type?: string;
     vendorNameConfidence?: number;
     websiteUrl?: ZeniUrl;
 }

package/lib/entity/transaction/payloadTypes/transactionLinePayload.d.ts

@@ -49,6 +49,9 @@ export interface TransactionWithAccountAndClassLinePayload extends TransactionLi
     is_class_miscategorized?: boolean;
     recipient_amount?: number;
 }
+/**
+ * Transaction with account and class line payload with COT tracking
+ */
 export declare const toTransactionWithAccountAndClassLine: (payload: TransactionWithAccountAndClassLinePayload, currency: Currency, type?: LineType) => TransactionWithAccountAndClassLine;
 /**
  * Transaction with product or service line payload

package/lib/entity/transaction/payloadTypes/transactionLinePayload.js

@@ -25,6 +25,9 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
         : undefined,
 });
 const toLinkedTransactionLine = (payload, currency) => (Object.assign(Object.assign({}, toTransactionLineBase(payload, 'linked_transaction_line', currency)), { linkedTransactions: payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)) }));
+/**
+ * Transaction with account and class line payload with COT tracking
+ */
 const toTransactionWithAccountAndClassLine = (payload, currency, type = 'transaction_with_account_and_class_line') => {
     var _a, _b, _c, _d, _e;
     return (Object.assign(Object.assign({}, toTransactionLineBase(payload, type, currency)), { class: (0, classPayload_1.mapClassBasePayloadToClassBase)((_a = payload.line_detail.class) !== null && _a !== void 0 ? _a : {}), account: (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload.line_detail.account), customer: payload.line_detail.customer != null &&

package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts

@@ -39,8 +39,26 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     vendor_id?: string | null;
     vendor_name?: string | null;
 }
+type LinesWithCOTTracking = LinePayload & {
+    cot_viewing_flags?: {
+        category: {
+            types_viewed: string[];
+        };
+        class: {
+            types_viewed: string[];
+        };
+        vendor: {
+            types_viewed: string[];
+        };
+    };
+};
+export interface TransactionPayloadWithCOTTracking extends TransactionPayload {
+    lines: LinesWithCOTTracking[];
+}
 export declare const getTransactionPayloadAmount: (payload: TransactionPayload) => Amount;
 export declare const toTransaction: (payload: TransactionPayload) => Transaction;
 export declare const toTransactionPayload: (transaction: Transaction) => Partial<TransactionPayload>;
+export declare const injectCOTFlagsIntoTransactionPayload: (payload: Partial<TransactionPayload>, transaction: Transaction) => Partial<TransactionPayloadWithCOTTracking>;
 export declare const transformRecommendation: (recommendation: RecommendationPayload) => Recommendation[];
 export declare const getRecommendationsPerLine: (lines?: LinePayload[], recommendations?: RecommendationPayload[]) => RecommendationByLineId | undefined;
+export {};

package/lib/entity/transaction/payloadTypes/transactionPayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getRecommendationsPerLine = exports.transformRecommendation = exports.toTransactionPayload = exports.toTransaction = exports.getTransactionPayloadAmount = void 0;
+exports.getRecommendationsPerLine = exports.transformRecommendation = exports.injectCOTFlagsIntoTransactionPayload = exports.toTransactionPayload = exports.toTransaction = exports.getTransactionPayloadAmount = void 0;
 const recommendationPayload_1 = require("../../../commonPayloadTypes/recommendationPayload");
 const urlPayload_1 = require("../../../commonPayloadTypes/urlPayload");
 const amount_1 = require("../../../commonStateTypes/amount");
@@ -86,6 +86,38 @@ const toTransactionPayload = (transaction) => {
     return transactionPayload;
 };
 exports.toTransactionPayload = toTransactionPayload;
+const injectCOTFlagsIntoTransactionPayload = (payload, transaction) => {
+    var _a, _b;
+    // Traverse payload.lines and inject cot_viewing_flags from corresponding transaction lines
+    const linesWithCOTFlags = (_b = (_a = payload.lines) === null || _a === void 0 ? void 0 : _a.map((payloadLine) => {
+        var _a, _b, _c, _d;
+        // Find the corresponding transaction line
+        const transactionLine = (_a = transaction.lines) === null || _a === void 0 ? void 0 : _a.find((line) => line.id === payloadLine.line_id);
+        if (transactionLine &&
+            'cotViewingFlags' in transactionLine &&
+            transactionLine.cotViewingFlags != null) {
+            // Type assertion to access COT viewing flags
+            const cotFlags = transactionLine
+                .cotViewingFlags;
+            // Inject COT flags into the payload line
+            return Object.assign(Object.assign({}, payloadLine), { cot_viewing_flags: {
+                    category: {
+                        types_viewed: (_b = cotFlags === null || cotFlags === void 0 ? void 0 : cotFlags.category.recommendationTypesViewed) !== null && _b !== void 0 ? _b : [],
+                    },
+                    class: {
+                        types_viewed: (_c = cotFlags === null || cotFlags === void 0 ? void 0 : cotFlags.class.recommendationTypesViewed) !== null && _c !== void 0 ? _c : [],
+                    },
+                    vendor: {
+                        types_viewed: (_d = cotFlags === null || cotFlags === void 0 ? void 0 : cotFlags.vendor.recommendationTypesViewed) !== null && _d !== void 0 ? _d : [],
+                    },
+                } });
+        }
+        // Return original payload line if no COT flags
+        return payloadLine;
+    })) !== null && _b !== void 0 ? _b : [];
+    return Object.assign(Object.assign({}, payload), { lines: linesWithCOTFlags });
+};
+exports.injectCOTFlagsIntoTransactionPayload = injectCOTFlagsIntoTransactionPayload;
 const transformRecommendation = (recommendation) => {
     var _a, _b, _c, _d;
     const accounts = recommendation.accounts;

package/lib/entity/transaction/stateTypes/transactionLine.d.ts

@@ -1,5 +1,6 @@
 import { Amount } from '../../../commonStateTypes/amount';
 import { ID } from '../../../commonStateTypes/common';
+import { COTLineItemTracking } from '../../../commonStateTypes/recommendationBase';
 import { AccountBase } from '../../account/accountState';
 import { ClassBase } from '../../class/classState';
 import { CustomerBase } from '../../customer/customerState';
@@ -40,6 +41,9 @@ export interface TransactionWithAccountAndClassLine extends TransactionLineBase
     customer?: CustomerBase;
     vendor?: VendorBase;
 }
+export interface TransactionWithAccountAndClassLineWithCOTTracking extends TransactionWithAccountAndClassLine {
+    cotViewingFlags?: COTLineItemTracking;
+}
 export interface TransactionWithProductOrServiceLine extends TransactionWithAccountAndClassLine {
     item: ProductOrService;
     lineDetailType: PlatformLineDetailType;
@@ -53,6 +57,9 @@ export interface TransactionInfoLine extends TransactionLineBase {
     lineDetailType: PlatformLineDetailType;
 }
 export type Line = TransactionWithProductOrServiceLine | JournalEntryTransactionLine | TransactionWithAccountAndClassLine | TransactionInfoLine | LinkedTransactionLine | TransactionLineBase;
+export type LineWithCOTTracking = Line & {
+    cotViewingFlags?: COTLineItemTracking;
+};
 export type LineType = 'linked_transaction_line' | 'transaction_with_account_and_class_line' | 'transaction_with_product_or_service_line' | 'journal_entry_transaction_line' | 'transaction_info_line' | 'transaction_line_base';
 export default Line;
 export interface ProductOrService {

package/lib/index.d.ts

@@ -23,7 +23,7 @@ import { getActualPeriodOfFY, getActualPeriodOfFYQtr } from './commonStateTypes/
 import { getFYMonths } from './commonStateTypes/fiscalYearHelpers/getFYMonths';
 import { getFYQuarterAndYear, getLastMonthOfFYQuarter, getLastMonthOfFYYear } from './commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear';
 import { getStartOfAndEndOfTimeframeForFY } from './commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY';
-import { Recommendation, RecommendationWithCOT, TransactionLineRecommendationFieldTypes } from './commonStateTypes/recommendationBase';
+import { COTLineItemTracking, COTRecommendationTracking, COTTransactionTracking, COTTransactionTrackingByTransactionId, Recommendation, RecommendationWithCOT, TransactionLineRecommendationFieldTypes } from './commonStateTypes/recommendationBase';
 import { isAllFetchCompleted, isAnyFetchInProgress, reduceAllFetchState, reduceAnyCompletedFetchState, reduceAnyFetchState, reduceFetchState } from './commonStateTypes/reduceFetchState';
 import { toReimbursementTypeCode } from './commonStateTypes/reimbursementTypeCode';
 import { ClassesViewSelectorReportV2 } from './commonStateTypes/selectorTypes/classesViewSelectorReport';
@@ -774,7 +774,7 @@ export { openSnackbar, closeSnackbar, getSnackbar, SnackbarMessageType, Snackbar
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, BulkOperationType, BulkOperationFinishedType, getBulkOperationSuffix, ZeniAccountsPromoConfig, toAccountsPromoConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };
 export { FilterCategoryValueType, canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { BillPayConfig, BillPaymentConfigCodeType, BillPaymentSubConfigCodeType, getInternationalSubConfigCodeKey, InternationalSubConfigCodeType, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, AccountTypeSubConfigCodeKeyType, };
-export { Recommendation, TransactionLineRecommendationFieldTypes, RecommendationWithCOT, };
+export { Recommendation, TransactionLineRecommendationFieldTypes, RecommendationWithCOT, COTLineItemTracking, COTRecommendationTracking, COTTransactionTrackingByTransactionId, COTTransactionTracking, };
 export { Filing1099TinType };
 export { BillPayCardReport };
 export { ReimbursementCardReport };

package/lib/view/commonVendorView/transactionVendorView/epics/saveTransactionVendorEpic.js

@@ -108,6 +108,7 @@ const saveTransactionVendorEpic = (actions$, state$, zeniAPI) => actions$.pipe((
                 actions.push((0, transactionDetailReducer_1.saveTransactionDetail)({
                     transactionId: action.payload.transactionId,
                     isExpenseAutomationEnabled: action.payload.isExpenseAutomationEnabled,
+                    cotTransactionTracking: [], // We don't need to pass COT tracking for vendor save
                 }));
             }
             return (0, rxjs_1.from)(actions);

package/lib/view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic.js

@@ -12,7 +12,7 @@ const accountListSelector_1 = require("../../../accountList/accountListSelector"
 const saveTransactionHelper_1 = require("../../helpers/saveTransactionHelper");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.saveTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
-    const { transactionIds, selectedTab } = action.payload;
+    const { transactionIds, cotTrackingByTransactionId, selectedTab } = action.payload;
     const fetchActions = [];
     const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
     const transactionSaveUpdates = [];
@@ -25,7 +25,7 @@ const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0
             transactionSaveUpdates.push((0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionCategorizationLocalData)(localData, transaction, uncategorizedIncomeExpense));
         }
     });
-    fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates));
+    fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId));
     return (0, rxjs_1.from)(fetchActions);
 }));
 exports.saveTransactionCategorizationEpic = saveTransactionCategorizationEpic;

package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -21,9 +21,9 @@ const vendorSelector_1 = require("../../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../../responsePayload");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.updateTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
-    const { selectedTab } = action.payload;
+    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, } = action.payload;
     const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
-    const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, action.payload.transactionIds, action.payload.transactionSaveUpdates).filter((payload) => payload != null);
+    const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions/categorize`, { transactions: payloadArray })
         .pipe((0, operators_1.mergeMap)((response) => {
@@ -39,7 +39,7 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionsViewReducer_1.updateTransactionCategorizationSaveStatus)(selectedTab, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `REST API call errored out ${JSON.stringify(error)}`)))));
 }));
 exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
-function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
+function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates, cotTrackingByTransactionId) {
     var _a, _b, _c;
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
     const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
@@ -81,7 +81,7 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
         }
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, transactionId, cotTrackingByTransactionId, vendorUpdates, customerUpdates, tranSelectedEntity);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -92,12 +92,12 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
     }
     return undefined;
 }
-function preparePayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionIds, saveUpdates) {
+function preparePayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionIds, saveUpdates, cotTrackingByTransactionId) {
     const payload = [];
     transactionIds.forEach((transactionId) => {
         const saveUpdate = saveUpdates.find((update) => update.transactionId === transactionId);
         if (saveUpdate != null) {
-            const transactionPayload = prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdate);
+            const transactionPayload = prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdate, cotTrackingByTransactionId);
             if (transactionPayload != null) {
                 payload.push(transactionPayload);
             }
@@ -110,7 +110,7 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
         return payload;
     }
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, transactionId, cotTrackingByTransactionId, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -143,6 +143,17 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
                 if (lineUpdates.recommendation != null) {
                     recommendationUpdates[line.id] = lineUpdates.recommendation;
                 }
+                // Add COT viewing flags to the line from cotTrackingByTransactionId
+                const cotTrackingForTransaction = cotTrackingByTransactionId[transactionId];
+                const cotTrackingForLine = cotTrackingForTransaction === null || cotTrackingForTransaction === void 0 ? void 0 : cotTrackingForTransaction.find((item) => item.lineId === line.id);
+                if (cotTrackingForLine != null) {
+                    lineToBeUpdated.cotViewingFlags = {
+                        vendor: cotTrackingForLine.vendor,
+                        category: cotTrackingForLine.category,
+                        class: cotTrackingForLine.class,
+                        lineId: cotTrackingForLine.lineId,
+                    };
+                }
                 return lineToBeUpdated;
             }
             return line;
@@ -150,24 +161,27 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
         transaction.lines = newLineMap;
     }
     transaction.recommendations = recommendationUpdates;
-    // Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
+    // Convert transaction to payload first
+    let basePayload;
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
-        return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
+        basePayload = (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
         if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
-            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
+            basePayload = (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
         }
         else {
-            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+            basePayload = (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
         }
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
-        return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
+        basePayload = (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
     }
     else {
-        return (0, transactionPayload_1.toTransactionPayload)(transaction);
+        basePayload = (0, transactionPayload_1.toTransactionPayload)(transaction);
     }
+    // Inject COT flags into the payload
+    return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
 };
 const toEntityUpdatePayload = (entityUpdates) => {
     const entityUpdatesPayload = [];

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

@@ -1,5 +1,5 @@
 import { FetchState, ID } from '../../../commonStateTypes/common';
-import { RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
+import { COTTransactionTrackingByTransactionId, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
@@ -49,13 +49,15 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
-}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[]], {
+}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
-}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[]], {
+    cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
+}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     transactionSaveUpdates: TransactionSaveUpdates[];
+    cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
 }, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
     newSelectedTab: "review" | "autoCategorized";
 }, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {

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

@@ -225,11 +225,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             }
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds) {
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
+                        cotTrackingByTransactionId,
                     },
                 };
             },
@@ -254,12 +255,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     fetchState: 'In-Progress',
                 };
             },
-            prepare(selectedTab, transactionIds, transactionSaveUpdates) {
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
+                        cotTrackingByTransactionId,
                     },
                 };
             },

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

@@ -12,8 +12,7 @@ const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.saveTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
-    const transactionId = action.payload.transactionId;
-    const isExpenseAutomationEnabled = action.payload.isExpenseAutomationEnabled;
+    const { transactionId, cotTransactionTracking, isExpenseAutomationEnabled, } = action.payload;
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
@@ -23,7 +22,7 @@ const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe((0, operat
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
         const transactionSaveUpdates = (0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionDetailLocalData)(localData, transaction, isExpenseAutomationEnabled);
-        fetchActions.push((0, transactionDetailReducer_1.updateTransactionDetail)(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled));
+        fetchActions.push((0, transactionDetailReducer_1.updateTransactionDetail)(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking));
         return (0, rxjs_1.from)(fetchActions);
     }
     return (0, rxjs_1.from)(fetchActions);

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

@@ -30,8 +30,9 @@ const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
+    const { cotTransactionTracking, transactionId, transactionSaveUpdates } = action.payload;
     return zeniAPI
-        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, action.payload.transactionId, action.payload.transactionSaveUpdates))
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking))
         .pipe((0, operators_1.mergeMap)((response) => {
         var _a, _b;
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
@@ -121,7 +122,7 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(action.payload.transactionId, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `REST API call errored out ${error}`)))));
 }));
 exports.updateTransactionDetailEpic = updateTransactionDetailEpic;
-function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates) {
+function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
     const transactionDetailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
     const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
@@ -156,7 +157,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, currentSelectedEntity);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -166,7 +167,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -199,6 +200,16 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
                 if (lineUpdates.recommendation != null) {
                     recommendationUpdates[line.id] = lineUpdates.recommendation;
                 }
+                // Add COT viewing flags to the line from cotTransactionTracking
+                const cotTrackingForLine = cotTransactionTracking === null || cotTransactionTracking === void 0 ? void 0 : cotTransactionTracking.find((item) => item.lineId === line.id);
+                if (cotTrackingForLine) {
+                    lineTobeUpdated.cotViewingFlags = {
+                        vendor: cotTrackingForLine.vendor,
+                        category: cotTrackingForLine.category,
+                        class: cotTrackingForLine.class,
+                        lineId: cotTrackingForLine.lineId,
+                    };
+                }
                 return lineTobeUpdated;
             }
             return line;
@@ -206,23 +217,27 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
         transaction.lines = newLineMap;
     }
     transaction.recommendations = recommendationUpdates;
+    // Convert transaction to payload first
+    let basePayload;
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
-        return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
+        basePayload = (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
         if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
-            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
+            basePayload = (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
         }
         else {
-            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
+            basePayload = (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
         }
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
-        return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
+        basePayload = (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
     }
     else {
-        return (0, transactionPayload_1.toTransactionPayload)(transaction);
+        basePayload = (0, transactionPayload_1.toTransactionPayload)(transaction);
     }
+    // Inject COT flags into the payload
+    return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
 };
 const checkIfClassMissingForAnyLineItem = (transactionPayload) => {
     let isAnyClassMissing = false;

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

@@ -1,5 +1,5 @@
 import { FetchState, ID, UpdateType } from '../../commonStateTypes/common';
-import { Recommendation } from '../../commonStateTypes/recommendationBase';
+import { COTTransactionTracking, Recommendation } from '../../commonStateTypes/recommendationBase';
 import { AccountBase } from '../../entity/account/accountState';
 import { ClassBase } from '../../entity/class/classState';
 import { Entity } from '../../entity/genericEntity/entity';
@@ -26,10 +26,11 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     payload: SupportedTransactionPayload;
 }, "transactionDetail/uploadMissingAttachmentSuccess", never, {
     updateType: UpdateType;
-}>, updateTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean], {
+}>, updateTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean, cotTransactionTracking: COTTransactionTracking], {
     transactionId: TransactionID;
     transactionSaveUpdates: TransactionSaveUpdates;
     isExpenseAutomationEnabled: boolean;
+    cotTransactionTracking: COTTransactionTracking;
 }, "transactionDetail/updateTransactionDetail", never, never>, updateTransactionDetailSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     transactionId: TransactionID;
     fetchState: FetchState;
@@ -60,6 +61,7 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/updateStatusConsolidatedSaveTransactionDetail">, updateTransactionStateIfUpdateActionNotAllowed: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
 }, "transactionDetail/updateTransactionStateIfUpdateActionNotAllowed">, saveTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    cotTransactionTracking: COTTransactionTracking;
     isExpenseAutomationEnabled: boolean;
     transactionId: TransactionID;
 }, "transactionDetail/saveTransactionDetail">, initializeTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -97,12 +97,13 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                             } }) });
                 }
             },
-            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled) {
+            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking) {
                 return {
                     payload: {
                         transactionId,
                         transactionSaveUpdates,
                         isExpenseAutomationEnabled,
+                        cotTransactionTracking,
                     },
                 };
             },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.17.70",
+  "version": "4.17.71",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",