@zeniai/client-epic-state 4.19.39 → 4.19.40-betaML1

package/lib/esm/index.js

@@ -163,7 +163,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -408,7 +408,7 @@ export { toCOABalanceTypeStrict, toCOABalanceType as toCOABlanaceType, isCalcula
 export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';

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

@@ -105,6 +105,7 @@ export const saveTransactionVendorEpic = (actions$, state$, zeniAPI) => actions$
                     transactionId: action.payload.transactionId,
                     isExpenseAutomationEnabled: action.payload.isExpenseAutomationEnabled,
                     cotTransactionTracking: [], // We don't need to pass COT tracking for vendor save
+                    isUncategorizedExpenseCategoryEnabled: action.payload.isUncategorizedExpenseCategoryEnabled,
                 }));
             }
             return from(actions);

package/lib/esm/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.js

@@ -44,13 +44,14 @@ const transactionVendorView = createSlice({
                     draft.newVendorState.saveStatus.error = undefined;
                 }
             },
-            prepare(transactionId, vendorId, saveTransaction, isExpenseAutomationEnabled = false) {
+            prepare(transactionId, vendorId, saveTransaction, isExpenseAutomationEnabled = false, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         vendorId,
                         transactionId,
                         saveTransaction,
                         isExpenseAutomationEnabled,
+                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

package/lib/esm/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementDocumentAIHelper.js

@@ -1,12 +1,14 @@
 import fetch from 'cross-fetch';
 import { zeniAPI } from '../../../../init';
-export default async function uploadAccountStatementIntoDocumentAI(fileBlob, authParams) {
+export default async function uploadAccountStatementIntoDocumentAI(accountType, fileBlob, authParams) {
     let statementUpload;
-    const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/bank-statement`;
+    const urlEndPoint = `${zeniAPI.apiEndPoints.documentAIMicroServiceBaseUrl}/1.0/processors/statement`;
     const data = new FormData();
     data.append('attachment_file_0', fileBlob);
     const attachment_json = JSON.stringify({
-        document_type: 'reconciliation_bank_statement_upload',
+        document_type: accountType === 'credit_card'
+            ? 'reconciliation_card_statement_upload'
+            : 'reconciliation_bank_statement_upload',
         purpose_id: 'reconciliation',
     });
     data.append('attachment_json_0', attachment_json);

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

@@ -3,6 +3,33 @@ import { isEntityMatching, mergeTransactionAndEntityRecommendationsWithCOT, toLi
 import { isAccountUncategorized } from '../../transactionDetail/transactionDetailLocalDataHelper';
 import { initialSupportedTransactionCategorization, } from '../types/transactionsViewState';
 import { TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME, TRANSACTION_COUNT_VARIABLE_NAME, TRANSACTION_FAILED_COUNT_VARIABLE_NAME, TRANSACTION_UPDATED_COUNT_VARIABLE_NAME, } from './helpers';
+/**
+ * Extracts line IDs with `pending_review` categorization status from a transaction,
+ * preserving the transaction's original line order.
+ */
+export const getPendingReviewLineIdsFromTransaction = (transaction) => {
+    if (transaction.lines == null) {
+        return [];
+    }
+    return transaction.lines
+        .filter((line) => line.categorizationStatus === 'pending_review')
+        .map((line) => line.id);
+};
+/**
+ * Removes a transaction from a tab view's local data and membership lists.
+ * Intended for use within Immer reducer drafts (mutates in place).
+ */
+export const removeTransactionFromTabView = (tabView, transactionId) => {
+    delete tabView.transactionReviewLocalDataById[transactionId];
+    for (const periodId of Object.keys(tabView.transactionIdsBySelectedPeriod)) {
+        tabView.transactionIdsBySelectedPeriod[periodId] =
+            tabView.transactionIdsBySelectedPeriod[periodId].filter((id) => id !== transactionId);
+    }
+    tabView.selectedCheckBoxTransactionIds =
+        tabView.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId);
+    tabView.transactionIdsWithUnsavedData =
+        tabView.transactionIdsWithUnsavedData.filter((id) => id !== transactionId);
+};
 export const MAX_SELECTION_LIMIT = 5;
 export const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {

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

@@ -3,7 +3,7 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
-import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, mergeTabSpecificLineItems, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, } from '../helpers/transactionCategorizationLocalDataHelper';
+import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -699,7 +699,70 @@ const expenseAutomationTransactionsView = createSlice({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, initialState);
         },
+        syncTransactionCategorizationFromDetailSave: {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        transactionId,
+                        updatedTransaction,
+                        pendingReviewLineIds,
+                        uncategorizedIncomeExpense,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const txnId = transactionId.id;
+                const reviewTabView = draft.transactionCategorizationView.review;
+                const autoTabView = draft.transactionCategorizationView.autoCategorized;
+                const existsInReview = reviewTabView.transactionReviewLocalDataById[txnId] != null;
+                const existsInAuto = autoTabView.transactionReviewLocalDataById[txnId] != null;
+                if (!existsInReview && !existsInAuto) {
+                    return;
+                }
+                const allReviewed = pendingReviewLineIds.length === 0;
+                if (allReviewed) {
+                    if (existsInReview) {
+                        removeTransactionFromTabView(reviewTabView, txnId);
+                    }
+                    if (existsInAuto) {
+                        removeTransactionFromTabView(autoTabView, txnId);
+                    }
+                    return;
+                }
+                // Partially reviewed — auto-only: remove transaction from auto tab entirely
+                // since pending_review lines don't belong in auto tab and review_complete lines are done
+                const isAutoOnly = existsInAuto && !existsInReview;
+                if (isAutoOnly) {
+                    removeTransactionFromTabView(autoTabView, txnId);
+                    return;
+                }
+                // Review-only or both-tabs: rebuild review tab local data with pending review lines
+                if (existsInReview) {
+                    const newLocalData = toTransactionDetailLocalData(updatedTransaction, 'review', pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled);
+                    reviewTabView.transactionReviewLocalDataById[txnId] = {
+                        transactionId: txnId,
+                        transactionReviewLocalData: {
+                            ...newLocalData,
+                            sortedLineItems: updatedTransaction.lines?.map((l) => l.id) ?? [],
+                            tabSpecificLineItems: {
+                                review: pendingReviewLineIds,
+                            },
+                        },
+                    };
+                    reviewTabView.selectedCheckBoxTransactionIds =
+                        reviewTabView.selectedCheckBoxTransactionIds.filter((id) => id !== txnId);
+                    reviewTabView.transactionIdsWithUnsavedData =
+                        reviewTabView.transactionIdsWithUnsavedData.filter((id) => id !== txnId);
+                }
+                // If both tabs, remove from auto tab entirely
+                if (existsInAuto) {
+                    removeTransactionFromTabView(autoTabView, txnId);
+                }
+            },
+        },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -6,7 +6,7 @@ import { saveTransactionDetail, updateTransactionDetail, } from '../transactionD
 import { getTransactionDetailKey } from '../transactionDetailState';
 import { toTransactionUpdatesFromTransactionDetailLocalData } from './saveTransactionHelper';
 export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(filter(saveTransactionDetail.match), mergeMap((action) => {
-    const { transactionId, cotTransactionTracking, isExpenseAutomationEnabled, } = action.payload;
+    const { transactionId, cotTransactionTracking, isExpenseAutomationEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
@@ -16,7 +16,7 @@ export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(fil
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
         const transactionSaveUpdates = toTransactionUpdatesFromTransactionDetailLocalData(localData, transaction, isExpenseAutomationEnabled);
-        fetchActions.push(updateTransactionDetail(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking));
+        fetchActions.push(updateTransactionDetail(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled));
         return from(fetchActions);
     }
     return from(fetchActions);

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

@@ -13,18 +13,21 @@ import { isTransferTransaction, } from '../../../entity/transaction/stateTypes/o
 import { toJEAndDepositTransactionTypeStrict, toVendorTransactionTypeStrict, } from '../../../entity/transaction/stateTypes/transactionType';
 import { isVendorTransaction, } from '../../../entity/transaction/stateTypes/vendorTransaction';
 import toSupportedTransaction from '../../../entity/transaction/toSupportedTransaction';
-import { updateTransaction } from '../../../entity/transaction/transactionReducer';
+import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
+import { updateTransaction, updateTransactions, } from '../../../entity/transaction/transactionReducer';
 import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
 import { updateVendors } from '../../../entity/vendor/vendorReducer';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { createZeniAPIStatus, isActionNotAllowed, isSuccessResponse, } from '../../../responsePayload';
 import { getUncategorizedAccounts } from '../../accountList/accountListSelector';
+import { getPendingReviewLineIdsFromTransaction } from '../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
+import { syncTransactionCategorizationFromDetailSave } from '../../expenseAutomationView/reducers/transactionsViewReducer';
 import { initializeTransactionDetailLocalData, markTransactionAsNotMiscategorized, updateStatusConsolidatedSaveTransactionDetail, updateTransactionDetail, updateTransactionDetailSaveStatus, updateTransactionStateIfUpdateActionNotAllowed, } from '../transactionDetailReducer';
 import { getTransactionDetailKey, } from '../transactionDetailState';
 import { isTransactionUncategorized } from './saveTransactionHelper';
 export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionDetail.match), mergeMap((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
-    const { cotTransactionTracking, transactionId, transactionSaveUpdates } = action.payload;
+    const { cotTransactionTracking, transactionId, transactionSaveUpdates, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking))
         .pipe(mergeMap((response) => {
@@ -102,6 +105,12 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
                     }));
                 }
             }
+            // Sync transaction categorization list state from detail save
+            // Updates list-keyed canonical entity so the list selector reads fresh data
+            actions.push(updateTransactions([response.data.transaction], (value) => value.transaction_id, 'merge'));
+            const transactionWithCOT = getTransactionWithCOT(transaction);
+            const pendingReviewLineIds = getPendingReviewLineIdsFromTransaction(transactionWithCOT);
+            actions.push(syncTransactionCategorizationFromDetailSave(transactionIdResp, transactionWithCOT, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled));
             return from(actions);
         }
         else if (isActionNotAllowed(response)) {

package/lib/esm/view/transactionDetail/transactionDetailReducer.js

@@ -105,13 +105,14 @@ const transactionDetail = createSlice({
                     };
                 }
             },
-            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking) {
+            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         transactionId,
                         transactionSaveUpdates,
                         isExpenseAutomationEnabled,
                         cotTransactionTracking,
+                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

package/lib/index.d.ts

@@ -265,7 +265,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -616,7 +616,7 @@ export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePe
 export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
 export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
 export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';