@zeniai/client-epic-state 4.18.96 → 4.18.98

package/lib/commonPayloadTypes/recommendationPayload.js

@@ -39,6 +39,7 @@ const toRecommendedVendorBasePayload = (vendorRecommendation) => {
     var _a, _b, _c, _d, _e;
     return {
         vendor_name: vendorRecommendation.name,
+        vendor_name_confidence: vendorRecommendation.vendorNameConfidence,
         third_party_merchant_id: vendorRecommendation.thirdPartyMerchantId,
         vendor_id: (_a = vendorRecommendation.id) !== null && _a !== void 0 ? _a : null,
         qbo_id: (_b = vendorRecommendation.qboId) !== null && _b !== void 0 ? _b : null,

package/lib/view/dashboard/dashboardEpic.js

@@ -37,7 +37,6 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
     var _a, _b, _c, _d, _e, _f, _g, _h, _j;
     const { userId, companyId, fetchFullReport, cacheOverride, excludeResources, tenantId, } = action.payload;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
-    const userRoleMap = (0, userRoleType_1.getUserRoleMap)(currentTenant.userRole);
     const isReimbursementFeatureEnabled = (_a = currentTenant.company) === null || _a === void 0 ? void 0 : _a.featuresActivationInfo.isReimbursementFeatureEnabled;
     const isAdmin = Boolean(currentTenant === null || currentTenant === void 0 ? void 0 : currentTenant.userRole) === true
         ? (0, userRoleType_1.hasAdminLevelAccess)(currentTenant.userRole)
@@ -89,7 +88,7 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
                 refreshViewInBackground: false,
             }));
         }
-        if ((0, userRoleType_1.hasTreasuryAccess)(userRoleMap)) {
+        if (excludeResources.includes('treasury_promo_card') === false) {
             actions.push((0, treasurySetupViewReducer_1.fetchTreasuryFunds)());
         }
         return (0, rxjs_1.from)(actions);
@@ -205,7 +204,7 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
             .fetchState !== 'In-Progress' &&
             state.treasurySetupViewState.treasuryFundsDetails.fetchStatus
                 .fetchState !== 'Completed' &&
-            (0, userRoleType_1.hasTreasuryAccess)(userRoleMap)) {
+            excludeResources.includes('treasury_promo_card') === false) {
             fetchActions.push((0, treasurySetupViewReducer_1.fetchTreasuryFunds)());
         }
         return (0, rxjs_1.from)(fetchActions);

package/lib/view/dashboard/dashboardSelector.d.ts

@@ -1,7 +1,6 @@
 import { ReportID, SelectorReport, SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { TenantsOrdered } from '../../entity/tenant/tenantSelector';
 import { LoggedInUser, Tenant } from '../../entity/tenant/tenantState';
-import { RoleMap } from '../../entity/userRole/userRoleType';
 import { RootState } from '../../reducer';
 import { CardType } from './dashboardState';
 export interface DashboardReport extends SelectorReport {
@@ -12,4 +11,4 @@ export interface DashboardReport extends SelectorReport {
     currentTenant?: Tenant;
 }
 export declare const getDashboard: (state: RootState, additionalExcludedReports: ReportID[], // used when reports are excluded through statsig
-signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean, isDebitCardFeatureEnabled: boolean, isTreasuryFeatureEnabled: boolean, userRoleMap?: RoleMap) => DashboardReport;
+signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean, isDebitCardFeatureEnabled: boolean, isTreasuryFeatureEnabled: boolean) => DashboardReport;

package/lib/view/dashboard/dashboardSelector.js

@@ -45,7 +45,7 @@ const tenantSelector = (0, toolkit_1.createSelector)(tenantSelector_1.getTenants
 exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalanceSelector_1.getCardBalance, cashBalanceSelector_1.getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, topExSelector_1.getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, insightsCardSelector_1.getInsights, companyPassportViewSelector_1.getCompanyPassportView, tasksCardSelector_1.getTasksCardReport, billPayCardSelector_1.getBillPayCardReport, reimbursementCardSelector_1.getReimbursementCardReport, apAgingSelector, arAgingSelector, zeniAccountsPromoCardSelector_1.getZeniAccountsPromoCard, referralSelector_1.getRewardsPlanCard, dashboardLayoutSelector_1.getDashboardCardsOrdered, (state) => {
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     return (0, monthEndCloseChecksViewSelector_1.getMonthEndCloseChecksViewByTenantId)(state, currentTenant.tenantId);
-}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isDebitCardFeatureEnabled) => isDebitCardFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, _debitEnabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, _debitEnabled, _treasuryEnabled, userRoleMap) => userRoleMap, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isDebitCardFeatureEnabled, isTreasuryFeatureEnabled, userRoleMap) => {
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isDebitCardFeatureEnabled) => isDebitCardFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, _debitEnabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isDebitCardFeatureEnabled, isTreasuryFeatureEnabled) => {
     var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0;
     const isReimbursementFeatureEnabled = (_a = tenants.currentTenant.company) === null || _a === void 0 ? void 0 : _a.featuresActivationInfo.isReimbursementFeatureEnabled;
     const isBillPayFeatureEnabled = (_b = tenants.currentTenant.company) === null || _b === void 0 ? void 0 : _b.featuresActivationInfo.isBillPayFeatureEnabled;
@@ -182,11 +182,8 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
         }
     }
     // remove treasury promo card if its already enabled
-    const isUserHasTreasuryAccess = (0, userRoleType_1.hasTreasuryAccess)(userRoleMap);
     const isTreasuryTOSAccepted = (_0 = (_z = tenants.currentTenant.companyTreasuryInfo) === null || _z === void 0 ? void 0 : _z.info) === null || _0 === void 0 ? void 0 : _0.isTreasuryTOSAccepted;
-    if (isTreasuryTOSAccepted === true ||
-        isTreasuryFeatureEnabled === false ||
-        isUserHasTreasuryAccess === false) {
+    if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
         cardsToRemove.add('treasury_promo_card');
     }
     cardsCopy = cardsCopy.filter((c) => !cardsToRemove.has(c));

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

@@ -40,7 +40,7 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
 }));
 exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
 function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates, cotTrackingByTransactionId) {
-    var _a, _b, _c;
+    var _a, _b, _c, _d;
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
     const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
         .transactionReviewLocalDataById, transactionId, undefined);
@@ -52,18 +52,13 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
         tranSelectedEntity != null &&
         tranSelectedEntity.type === 'vendor') {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
-        if (vendor != null) {
-            vendorUpdates = {
-                id: vendor.qboId,
-                name: vendor.name,
-            };
-        }
-        else {
-            vendorUpdates = {
-                id: tranVendorUpdates.qboId,
-                name: tranVendorUpdates.name,
-            };
-        }
+        const vendorSource = vendor !== null && vendor !== void 0 ? vendor : tranVendorUpdates;
+        vendorUpdates = {
+            id: vendorSource.qboId === vendorSource.name
+                ? ''
+                : ((_d = vendorSource.qboId) !== null && _d !== void 0 ? _d : ''),
+            name: vendorSource.name,
+        };
     }
     let customerUpdates = undefined;
     if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
@@ -195,6 +190,11 @@ const toEntityUpdatePayload = (entityUpdates) => {
             is_bulk_update: entityUpdate.isBulkUpdate,
             updated_entity_id: entityUpdate.updatedEntityId,
         };
+        // Add vendor_name if it's a vendor entity and name is provided
+        if (entityUpdate.entityType === 'vendor' &&
+            entityUpdate.vendorName != null) {
+            entityUpdatePayload.vendor_name = entityUpdate.vendorName;
+        }
         entityUpdatesPayload.push(entityUpdatePayload);
     }
     return entityUpdatesPayload;

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

@@ -83,7 +83,7 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 };
                 if (recommended.class != null || recommended.account != null) {
                     const entityId = entityDetails.entityId;
-                    doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, undefined);
+                    doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, undefined, entityDetails.entityName);
                 }
             }
         }
@@ -104,35 +104,36 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
     };
 };
 exports.toTransactionUpdatesFromTransactionCategorizationLocalData = toTransactionUpdatesFromTransactionCategorizationLocalData;
-const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId) => {
+const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId, entityName) => {
     // see if this entity is already being updated
     const entityKey = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);
     const entityUpdate = entityUpdates[entityKey];
+    const commonUpdate = Object.assign({ recommendations: recommendation, entityId: entityId === entityName ? null : entityId }, (entityType === 'vendor' && entityName != null
+        ? { vendorName: entityName }
+        : {}));
     if (entityUpdate == null) {
-        entityUpdates[entityKey] = {
-            entityId,
-            entityType,
-            recommendations: recommendation,
+        entityUpdates[entityKey] = Object.assign({ entityType,
             isBulkUpdate,
-            updatedEntityId,
-        };
+            updatedEntityId }, commonUpdate);
     }
     else {
-        entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
+        entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), commonUpdate);
     }
 };
 const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates, currentSelectedEntityLine) => {
-    var _a, _b, _c, _d, _e, _f;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j;
     if (entity != null) {
         return {
             entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
             entityType: entity.type,
+            entityName: entity.name,
         };
     }
-    if (vendorUpdates != null && vendorUpdates.id != null) {
+    if (vendorUpdates != null) {
         return {
-            entityId: vendorUpdates.id,
+            entityId: (_c = (_b = vendorUpdates.qboId) !== null && _b !== void 0 ? _b : vendorUpdates.id) !== null && _c !== void 0 ? _c : vendorUpdates.name,
             entityType: 'vendor',
+            entityName: vendorUpdates.name,
         };
     }
     if (customerUpdates != null && customerUpdates.id != null) {
@@ -143,24 +144,26 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
     }
     if (lineItemLocalData.lineEntity != null) {
         return {
-            entityId: (_b = lineItemLocalData.lineEntity.qboId) !== null && _b !== void 0 ? _b : lineItemLocalData.lineEntity.id,
+            entityId: (_d = lineItemLocalData.lineEntity.qboId) !== null && _d !== void 0 ? _d : lineItemLocalData.lineEntity.id,
             entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
+            entityName: lineItemLocalData.lineEntity.name,
         };
     }
-    if (((_c = lineItemLocalData.customer) === null || _c === void 0 ? void 0 : _c.id) != null &&
+    if (((_e = lineItemLocalData.customer) === null || _e === void 0 ? void 0 : _e.id) != null &&
         currentSelectedEntityLine != null &&
         currentSelectedEntityLine.type === 'customer') {
         return {
-            entityId: (_d = currentSelectedEntityLine.qboId) !== null && _d !== void 0 ? _d : lineItemLocalData.customer.id,
+            entityId: (_f = currentSelectedEntityLine.qboId) !== null && _f !== void 0 ? _f : lineItemLocalData.customer.id,
             entityType: 'customer',
         };
     }
-    if (((_e = lineItemLocalData.vendor) === null || _e === void 0 ? void 0 : _e.id) != null &&
+    if (((_g = lineItemLocalData.vendor) === null || _g === void 0 ? void 0 : _g.id) != null &&
         currentSelectedEntityLine != null &&
         currentSelectedEntityLine.type === 'vendor') {
         return {
-            entityId: (_f = currentSelectedEntityLine.qboId) !== null && _f !== void 0 ? _f : lineItemLocalData.vendor.id,
+            entityId: (_h = currentSelectedEntityLine.qboId) !== null && _h !== void 0 ? _h : lineItemLocalData.vendor.id,
             entityType: 'vendor',
+            entityName: (_j = currentSelectedEntityLine.name) !== null && _j !== void 0 ? _j : lineItemLocalData.vendor.name,
         };
     }
     return undefined;

package/lib/view/expenseAutomationView/payload/transactionCategorizationPayload.d.ts

@@ -20,11 +20,12 @@ export interface TransactionCategorizationPayload {
 }
 export type TransactionCategorizationResponse = ZeniAPIResponse<TransactionCategorizationPayload>;
 export interface EntityRelatedUpdatesPayload {
-    entity_id: string;
+    entity_id: string | null;
     entity_type: string;
     is_bulk_update: boolean;
     recommendations: EntityRecommendationPayload;
     updated_entity_id: string | undefined;
+    vendor_name?: string;
 }
 export interface UpdateTransactionCategorizationPayload {
     transaction: Partial<TransactionPayload>;

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

@@ -117,11 +117,12 @@ export interface TransactionUpdates {
     vendorId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
-    entityId: ID;
+    entityId: ID | null;
     entityType: EntityType;
     isBulkUpdate: boolean;
     recommendations: Recommendation;
     updatedEntityId: ID | undefined;
+    vendorName?: string;
 }
 export interface TransactionSaveUpdates {
     anyBulkUpdates: boolean;

package/lib/view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneySelector.js

@@ -10,15 +10,10 @@ const getTreasuryTransferMoney = (state) => {
     const { treasuryTransferMoneyState, treasuryDetailState, treasurySetupViewState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, } = state;
     const { localData, fetchState, error } = treasuryTransferMoneyState;
     const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
-    const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
     let transferParties = [];
-    const transferMoneyPartiesFetchState = (0, reduceFetchState_1.reduceAllFetchState)([
-        depositAccountsView,
-        paymentAccountsView,
-    ]).fetchState;
-    if (depositAccountsView.fetchState === 'Completed' &&
-        paymentAccountsView.fetchState === 'Completed') {
-        transferParties = (0, setupViewSelector_1.getAllFundingAccounts)(depositAccountsView.depositAccounts, paymentAccountsView.paymentAccounts, paymentAccountListState.paymentAccountBalanceFetchStatus);
+    const transferMoneyPartiesFetchState = depositAccountsView.fetchState;
+    if (depositAccountsView.fetchState === 'Completed') {
+        transferParties = depositAccountsView.depositAccounts.map((depositAcc) => (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAcc));
     }
     const primaryPaymentAccount = (0, paymentAccountListSelector_1.getPrimaryPaymentAccount)(paymentAccountState, paymentAccountListState);
     const treasuryAccount = {
@@ -30,7 +25,6 @@ const getTreasuryTransferMoney = (state) => {
     };
     const allRequiredDataFetchState = (0, reduceFetchState_1.reduceAllFetchState)([
         depositAccountsView,
-        paymentAccountsView,
         treasuryDetailState,
         treasurySetupViewState.currentAllocation.fetchStatus,
         treasurySetupViewState,

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

@@ -134,7 +134,7 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
                             entityId = customerIdToUpdate;
                         }
                     }
-                    doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, lineItem.isUpdateAllChecked, updatedEntityId);
+                    doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, lineItem.isUpdateAllChecked, updatedEntityId, entityDetails.entityName);
                 }
             }
         }
@@ -153,21 +153,20 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
     };
 };
 exports.toTransactionUpdatesFromTransactionDetailLocalData = toTransactionUpdatesFromTransactionDetailLocalData;
-const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId) => {
+const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId, entityName) => {
     // see if this entity is already being updated
-    const entityKey = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);
+    const entityKey = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId !== null && entityId !== void 0 ? entityId : entityName);
     const entityUpdate = entityUpdates[entityKey];
+    const commonUpdate = Object.assign({ recommendations: recommendation, entityId: entityId === entityName ? null : entityId }, (entityType === 'vendor' && entityName != null
+        ? { vendorName: entityName }
+        : {}));
     if (entityUpdate == null) {
-        entityUpdates[entityKey] = {
-            entityId,
-            entityType,
-            recommendations: recommendation,
+        entityUpdates[entityKey] = Object.assign({ entityType,
             isBulkUpdate,
-            updatedEntityId,
-        };
+            updatedEntityId }, commonUpdate);
     }
     else {
-        entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
+        entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), commonUpdate);
     }
 };
 const toRecommendedAccountBase = (amountValue, accountBase, recommendationBase) => {
@@ -199,17 +198,19 @@ const toRecommendedClassBase = (amountValue, classBase, recommendationBase) => {
 };
 exports.toRecommendedClassBase = toRecommendedClassBase;
 const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
-    var _a, _b;
+    var _a, _b, _c, _d;
     if (entity != null) {
         return {
             entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
             entityType: entity.type,
+            entityName: entity.name,
         };
     }
     if (lineItemLocalData.lineEntity != null) {
         return {
             entityId: (_b = lineItemLocalData.lineEntity.qboId) !== null && _b !== void 0 ? _b : lineItemLocalData.lineEntity.id,
             entityType: lineItemLocalData.lineEntity.type,
+            entityName: lineItemLocalData.lineEntity.name,
         };
     }
     if (customerUpdates != null &&
@@ -220,10 +221,11 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
             entityType: 'customer',
         };
     }
-    if (vendorUpdates != null && vendorUpdates.id != null) {
+    if (vendorUpdates != null) {
         return {
-            entityId: vendorUpdates.id,
+            entityId: (_d = (_c = vendorUpdates.qboId) !== null && _c !== void 0 ? _c : vendorUpdates.id) !== null && _d !== void 0 ? _d : vendorUpdates.name,
             entityType: 'vendor',
+            entityName: vendorUpdates.name,
         };
     }
     return undefined;

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

@@ -123,6 +123,7 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
 }));
 exports.updateTransactionDetailEpic = updateTransactionDetailEpic;
 function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
+    var _a;
     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);
@@ -134,16 +135,13 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         currentSelectedEntity != null &&
         currentSelectedEntity.type === 'vendor') {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
-        if (vendor != null) {
+        const vendorSource = vendor !== null && vendor !== void 0 ? vendor : tranVendorUpdates;
+        if (vendorSource) {
             vendorUpdates = {
-                id: vendor === null || vendor === void 0 ? void 0 : vendor.qboId,
-                name: vendor === null || vendor === void 0 ? void 0 : vendor.name,
-            };
-        }
-        else if (tranVendorUpdates.name != null) {
-            vendorUpdates = {
-                id: tranVendorUpdates.qboId,
-                name: tranVendorUpdates.name,
+                id: vendorSource.qboId === vendorSource.name
+                    ? ''
+                    : ((_a = vendorSource.qboId) !== null && _a !== void 0 ? _a : ''),
+                name: vendorSource.name,
             };
         }
     }
@@ -276,6 +274,11 @@ const toEntityUpdatePayload = (entityUpdates) => {
             is_bulk_update: entityUpdate.isBulkUpdate,
             updated_entity_id: entityUpdate.updatedEntityId,
         };
+        // Add vendor_name if it's a vendor entity and name is provided
+        if (entityUpdate.entityType === 'vendor' &&
+            entityUpdate.vendorName != null) {
+            entityUpdatePayload.vendor_name = entityUpdate.vendorName;
+        }
         entityUpdatesPayload.push(entityUpdatePayload);
     }
     return entityUpdatesPayload;

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

@@ -14,11 +14,13 @@ interface TransactionDetailPayload {
 }
 export type TransactionDetailResponse = ZeniAPIResponse<TransactionDetailPayload>;
 export interface EntityRelatedUpdatesPayload {
-    entity_id: string;
+    entity_id: string | null;
     entity_type: string;
     is_bulk_update: boolean;
     recommendations: EntityRecommendationPayload;
     updated_entity_id: string | undefined;
+    customer_name?: string;
+    vendor_name?: string;
 }
 export interface UpdateTransactionDetailPayload {
     transaction: Partial<TransactionPayload>;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -531,11 +531,12 @@ const transactionDetail = (0, toolkit_1.createSlice)({
 _a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
 exports.default = transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
+    var _a, _b, _c, _d;
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
     const transactionDetailLocalData = Object.assign(Object.assign({}, detail), { [key]: {
             name: updates.name,
-            id: updates.id,
-            qboId: updates.qboId,
+            id: (_b = (_a = updates.id) !== null && _a !== void 0 ? _a : updates.name) !== null && _b !== void 0 ? _b : '',
+            qboId: (_d = (_c = updates.qboId) !== null && _c !== void 0 ? _c : updates.name) !== null && _d !== void 0 ? _d : '',
         }, selectedEntity: entity });
     if (resetRecommendations === true) {
         for (const key in transactionDetailLocalData.lineItemById) {

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

@@ -62,11 +62,12 @@ export interface TransactionUpdates {
     vendorId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
-    entityId: ID;
+    entityId: ID | null;
     entityType: EntityType;
     isBulkUpdate: boolean;
     recommendations: Recommendation;
     updatedEntityId: ID | undefined;
+    vendorName?: string;
 }
 export interface TransactionSaveUpdates {
     anyBulkUpdates: boolean;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.18.96",
+  "version": "4.18.98",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",