@zeniai/client-epic-state 4.19.77-betaAK8 → 4.19.77-betaAS2

package/lib/entity/company/companyPayload.d.ts

@@ -48,6 +48,7 @@ export interface CompanyIncInfoPayload {
     company_inc_state_code: string | null;
     company_inc_type: string | null;
     company_industry_sub_type?: string | null;
+    company_industry_type?: string | null;
     file_ids?: ID[] | null;
 }
 export interface CompanyTaxInfoPayload {

package/lib/entity/company/companyPayload.js

@@ -76,6 +76,7 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
+    companyIndustryType: payload.company_industry_type ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/entity/company/companyStateTypes.d.ts

@@ -61,6 +61,7 @@ export interface CompanyIncInfo {
     companyIncState?: string;
     companyIncStateCode?: string;
     companyIncType?: string;
+    companyIndustryType?: string;
     companySubIndustry?: string;
 }
 export interface CompanyTaxInfo {

package/lib/esm/entity/company/companyPayload.js

@@ -73,6 +73,7 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
+    companyIndustryType: payload.company_industry_type ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/esm/index.js

@@ -300,6 +300,7 @@ import { fetchDepositAccountListForCards, fetchIssueCardPage, issueChargeCards,
 import { getIssueChargeCardView, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
 import { getBusinessVerificationDetails, getCommonSetupViewDetails, } from './view/spendManagement/commonSetup/setupViewSelector';
+import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, } from './view/spendManagement/commonSetup/types/businessVerification';
 import { checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig, } from './view/spendManagement/helpers';
 import { establishPlaidConnection, getPaymentAccounts, getPlaidLinkToken, updateMappedCashAccount, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, updatePrimaryFundingAccount, } from './view/spendManagement/plaidAccount/plaidAccountViewReducer';
 import { getPlaidAccountDetails } from './view/spendManagement/plaidAccount/plaidAccountViewSelector';
@@ -504,6 +505,7 @@ export { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStric
 export { isAllowedValueWithCode, isAllowedValueWithID, };
 export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, clearCompanyView, };
 export { toCompanyPassportLocalData, };
+export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, getNestedAccountListHierarchy, };
 export { getBankAccount };
 // TODO - remove alias and replace types across all repos

package/lib/esm/view/companyView/epic/companyPassport/updateCompanyDetailsEpic.js

@@ -12,6 +12,9 @@ export const updateCompanyDetailsEpic = (actions$, state$, zeniAPI) => actions$.
         ...toCompanyIncInfoUpdatableInfoPayload(companyDetails.incInfo),
         ...toCompanyTaxInfoUpdatableInfoPayload(companyDetails.taxDetails),
         ...toCompanyFileInfoPayload(companyDetails.incInfo, companyDetails.taxDetails),
+        ...(companyDetails.companyInfo.companyIndustryType != null && {
+            company_industry_type: companyDetails.companyInfo.companyIndustryType,
+        }),
         ...(companyDetails.companyInfo.companySubIndustry != null && {
             company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
         }),

package/lib/esm/view/companyView/types/companyPassport/companyPassportLocalData.js

@@ -10,6 +10,7 @@ export function toCompanyPassportLocalData(companyView, companyFiles) {
             website: companyInfo.companyUrl,
             meetingLink: companyInfo.meetingUrl,
             industry: companyQuestionaire.companyIndustry,
+            companyIndustryType: incInfo.companyIndustryType,
             companySubIndustry: incInfo.companySubIndustry,
             businessModel: companyQuestionaire.companyBusinessModel ?? '',
             phone: companyInfo.phone ?? '',

package/lib/esm/view/spendManagement/commonSetup/epic/setup/updateBusinessVerificationDetailsEpic.js

@@ -136,7 +136,7 @@ function toUsNexusTypeKey(value) {
     return US_NEXUS_LABEL_TO_KEY[value] ?? value;
 }
 export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, companySubIndustry, countriesOfOperations, companySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, stateOfIncorporation, sourceOfFunds, } = companyLocalData;
+    const { companyDescription, companyLegalName, companyIndustry, companyIndustryType, companySubIndustry, countriesOfOperations, companySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, stateOfIncorporation, sourceOfFunds, } = companyLocalData;
     const company = {
         is_ready_for_verification: sendForVerification,
         file_ids: fileIds,
@@ -194,6 +194,9 @@ export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendF
         company['company_industry'] = companyIndustry;
     }
     Object.assign(company, {
+        ...(companyIndustryType != null && {
+            company_industry_type: companyIndustryType,
+        }),
         ...(companySubIndustry != null && {
             company_industry_sub_type: companySubIndustry,
         }),

package/lib/esm/view/spendManagement/commonSetup/epic/setup/updateSetupViewLocalStoreDataEpic.js

@@ -45,13 +45,14 @@ export function toSetupViewLocalData(company, users, userRoles, primaryContact)
     const { companyInfo, incInfo, taxInfo, questionaire, companyBillPayInfo } = company;
     const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
     const { usersSelectedForVerification: usersSelected } = companyBillPayInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, companyIndustryType, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {
         companyId,
         companyDescription,
         companyIndustry,
+        companyIndustryType,
         companyLegalName,
         companySubIndustry,
         companySourceOfFunds: incCompanySourceOfFunds,

package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js

@@ -109,7 +109,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
     if (companyDetails.localData != null) {
         const deleteFileStatusById = {};
         const updateFileStatusById = {};
-        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, companySubIndustry, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, stateOfIncorporation, usNexus, usNexusTypes, } = companyDetails.localData;
+        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, companyIndustryType, companySubIndustry, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, stateOfIncorporation, usNexus, usNexusTypes, } = companyDetails.localData;
         fileIds.forEach((fileId) => {
             deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);
         });
@@ -123,6 +123,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             companyDescription,
             companyLegalName,
             companyIndustry,
+            companyIndustryType,
             companySubIndustry,
             companySourceOfFunds,
             companySourceOfFundsDescription,

package/lib/esm/view/spendManagement/commonSetup/types/businessVerification.js

@@ -1 +1,141 @@
-export {};
+export const COMPANY_TRANSACTION_VOLUME_CODES = [
+    'less_than_10000',
+    '10000_50000',
+    '50001_250000',
+    '250001_1000000',
+    '1000001_2000000',
+    'over_2000000',
+];
+export const COMPANY_SOURCE_OF_FUNDS_CODES = [
+    'sales_of_goods',
+    'sales_of_services',
+    'customer_payments',
+    'investment_capital',
+    'business_loans',
+    'owner_contributions',
+    'franchise_revenue',
+    'rental_income',
+    'government_contracts_grants',
+    'donations_fundraising',
+    'membership_fees_subscriptions',
+    'licensing_royalties',
+    'commission_income',
+    'import_export_revenue',
+    'cryptocurrency_activity',
+];
+export const COMPANY_PURPOSE_OF_ACCOUNT_CODES = [
+    'retail_sales',
+    'ecommerce_sales',
+    'cash_heavy_operations',
+    'import_export_trade',
+    'professional_services_not_handling_funds',
+    'professional_services_handling_funds',
+    'holding_investment_company',
+    'property_management_real_estate',
+    'charitable_nonprofit',
+    'construction_contracting',
+    'commercial_cash_operations',
+    'freight_forwarding_logistics',
+    'third_party_payment_processing',
+    'technology_startup',
+    'wholesale_distribution',
+    'franchise_operation',
+    'healthcare_provider',
+    'educational_institution',
+];
+/** Industry type codes for onboarding / business verification (paired with sub-industry). */
+export const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = [
+    'retail_consumer_goods',
+    'financial_services',
+    'food_agriculture',
+    'healthcare_pharmaceuticals',
+    'professional_services',
+    'manufacturing_industrial',
+    'real_estate_construction',
+    'logistics_transportation',
+    'wholesale_trade',
+    'business_support_services',
+    'escort_dating_adult_entertainment',
+];
+export const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = {
+    retail_consumer_goods: [
+        'grocery_stores_supermarkets',
+        'convenience_stores',
+        'specialty_food_retailers',
+        'gas_stations_retail',
+        'general_merchandise_department',
+        'online_retail_ecommerce',
+        'subscription_membership',
+        'direct_to_consumer',
+        'cannabis',
+    ],
+    financial_services: [
+        'banks_credit_unions',
+        'fintech_payment_processing',
+        'insurance_providers',
+        'investment_advisors_broker',
+        'lending_mortgage',
+        'treasury_management',
+        'personal_finance_apps',
+        'retirement_planning',
+        'real_estate_investment',
+        'money_service_businesses',
+        'cryptocurrency',
+        'debt_collection',
+        'payday_lending',
+        'gambling',
+    ],
+    food_agriculture: [
+        'farms_agricultural',
+        'food_wholesalers_distributors',
+        'restaurants_cafes',
+        'bars_nightclubs',
+        'catering_services',
+        'farmers_markets',
+        'restaurant_tech_pos',
+    ],
+    healthcare_pharmaceuticals: [
+        'hospitals_clinics',
+        'pharmacies',
+        'medical_equipment',
+        'biotechnology',
+        'home_health',
+        'healthcare_staffing',
+        'wellness_benefits',
+        'healthcare_social_assistance',
+    ],
+    professional_services: [
+        'legal_services',
+        'accounting_auditing',
+        'consulting_firms',
+        'marketing_advertising',
+        'real_estate_agents_property',
+        'corporate_services_incorporation',
+        'hr_workforce_management',
+        'direct_marketing_telemarketing',
+        'legal_accounting_consulting_programming',
+    ],
+    manufacturing_industrial: [
+        'chemical_manufacturing',
+        'electronics_hardware',
+        'automotive_manufacturing',
+        'construction_materials',
+        'textiles_apparel',
+        'mining',
+    ],
+    real_estate_construction: ['real_estate', 'construction'],
+    logistics_transportation: ['transportation_warehousing'],
+    wholesale_trade: ['wholesale_trade'],
+    business_support_services: ['business_support_building'],
+    escort_dating_adult_entertainment: [
+        'escort_services',
+        'dating_adult_entertainment',
+    ],
+};
+export function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode) {
+    if (industryTypeCode == null || industryTypeCode === '') {
+        return [];
+    }
+    const row = COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[industryTypeCode];
+    return row != null ? [...row] : [];
+}

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

@@ -4,11 +4,13 @@ import { getSupportedTransactionById } from '../../../entity/transaction/transac
 import { getUncategorizedAccounts } from '../../accountList/accountListSelector';
 import { toTransactionDetailLocalData } from '../transactionDetailLocalDataHelper';
 import { clearTransactionDetailLocalData, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, } from '../transactionDetailReducer';
+import { getTransactionDetailKey } from '../transactionDetailState';
 export const initializeTransactionDetailLocalDataEpic = (actions$, state$) => actions$.pipe(filter(initializeTransactionDetailLocalData.match), mergeMap((action) => {
     const { transactionId, vendorId } = action.payload;
     const fetchActions = [];
     const transactionState = state$.value.transactionState;
-    const detail = getSupportedTransactionById(transactionState, transactionId.id); // entity store uses full zeni ID as canonical key
+    const key = getTransactionDetailKey(transactionId);
+    const detail = getSupportedTransactionById(transactionState, key);
     if (detail != null) {
         const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
         const localData = toTransactionDetailLocalData(detail, vendorId, uncategorizedIncomeExpense);

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

@@ -3,7 +3,7 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
-import { updateTransactionIsMiscategorized } from '../../../entity/transaction/transactionReducer';
+import { removeTransactionCategorization, updateTransactionIsMiscategorized, } from '../../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessStatus, } from '../../../responsePayload';
 import { updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateTotalCountForTransactionCategorization, } from '../../expenseAutomationView/reducers/transactionsViewReducer';
 import { markTransactionAsNotMiscategorized, updateStatusConsolidatedSaveTransactionDetail, updateStatusForTransactionNotMiscategorizedUpdate, } from '../transactionDetailReducer';
@@ -37,11 +37,11 @@ export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI
                         ? []
                         : [txnId];
                 actions.push(updateStatusForTransactionNotMiscategorizedUpdateForCategorization(selectedTransactionCategorizationTab, [txnId], removeIdsFromPeriod, selectedPeriod, 'Completed'));
-                // NOTE: Do NOT dispatch removeTransactionCategorization here.
-                // That action sets transactionById[txnId] = undefined, removing the
-                // entity from the store. On the detail page the user is still viewing
-                // this transaction, so removing it causes an infinite loading skeleton.
-                // The expense automation list view's own epic handles list cleanup.
+                if (!hasAutoLines) {
+                    actions.push(removeTransactionCategorization({
+                        transactionIds: [txnId],
+                    }));
+                }
                 if (removeIdsFromPeriod.length > 0) {
                     const totalCountByPeriod = uiState.totalCount[toMonthYearPeriodId(selectedPeriod)];
                     const updatedTotalCount = totalCountByPeriod === 0

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

@@ -11,10 +11,8 @@ export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(fil
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
     const key = getTransactionDetailKey(transactionId);
-    const detail = recordGet(transactionDetailState.transactionDetailById, key, // detail key is correct for transactionDetailState
-    undefined);
-    const transaction = getSupportedTransactionById(transactionState, transactionId.id // entity store uses full zeni ID as canonical key
-    );
+    const detail = recordGet(transactionDetailState.transactionDetailById, key, undefined);
+    const transaction = getSupportedTransactionById(transactionState, key);
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
         const transactionSaveUpdates = toTransactionUpdatesFromTransactionDetailLocalData(localData, transaction, isExpenseAutomationEnabled);

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

@@ -21,7 +21,7 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
     const detailKey = getTransactionDetailKey(transactionId);
     const transactionActions = [];
     if (cacheOverride === true) {
-        const transaction = getSupportedTransactionById(state$.value.transactionState, transactionId.id);
+        const transaction = getSupportedTransactionById(state$.value.transactionState, detailKey);
         transactionActions.push(...removeCompleteTransaction(transactionId, transaction));
     }
     const transactionDetail = recordGet(state$.value.transactionDetailState.transactionDetailById, detailKey, undefined);
@@ -40,27 +40,6 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
             transactionActions.push(fetchClassList());
         }
         transactionActions.push(updateTransactionDetailFetchState(transactionId, 'In-Progress'));
-        // If the transaction already exists in the entity store (e.g. fetched by the
-        // list page), initialize local data immediately so the UI can render whatever
-        // data is available while the full detail fetch completes in parallel.
-        //
-        // The entity store canonical key is the full zeni ID (transactionId.id),
-        // which is the same key used by all list-fetch epics.
-        //
-        // DEPENDENCY: The web-components TransactionDetailPage sets effectiveIsDisabled
-        // to "disabled" while fetchState !== "Completed". This prevents any user edits
-        // between this early init and the second init dispatched on API response (below).
-        // If that guard is ever removed, user edits made against partial list data will
-        // be silently overwritten when the full detail response arrives.
-        if (cacheOverride !== true) {
-            const existingTransaction = getSupportedTransactionById(state$.value.transactionState, transactionId.id);
-            if (existingTransaction != null) {
-                transactionActions.push(initializeTransactionDetailLocalData({
-                    transactionId,
-                    vendorId: existingTransaction.vendorId,
-                }));
-            }
-        }
         const query = { transaction_type: transactionId.type };
         const getTransactionDetail$ = zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
@@ -68,7 +47,7 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
             if (isSuccessResponse(response) &&
                 response.data?.transaction?.transaction_id != null) {
                 const updateActions = [];
-                const responseTransactionId = toTransactionID(response.data.transaction);
+                const transcationId = toTransactionID(response.data.transaction);
                 const responseData = {
                     ...response.data,
                     vendors: response.data.vendors?.map((vendor) => ({
@@ -79,15 +58,13 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
                 if (responseData.vendors.length > 0) {
                     updateActions.push(updateVendors(responseData.vendors, 'merge'));
                 }
-                // Use the full zeni ID as the entity store key so it matches
-                // how all list-fetch epics save transactions, avoiding
-                // duplicate entries under different key formats.
-                updateActions.push(updateTransaction(responseTransactionId.id, responseData.transaction));
+                const transactionDetailKeyForResponse = getTransactionDetailKey(transcationId);
+                updateActions.push(updateTransaction(transactionDetailKeyForResponse, responseData.transaction));
                 updateActions.push(initializeTransactionDetailLocalData({
-                    transactionId: responseTransactionId,
+                    transactionId: transcationId,
                     vendorId: responseData.vendors[0]?.vendor_id,
                 }));
-                updateActions.push(updateTransactionDetailFetchState(responseTransactionId, 'Completed'));
+                updateActions.push(updateTransactionDetailFetchState(transcationId, 'Completed'));
                 // IMPORTANT: Fetch linked transactions..
                 updateActions.push(...getAllFetchLinkedTransactionDetailActions(responseData.transaction, state$.value));
                 if (responseData.vendors.length > 0) {
@@ -122,15 +99,12 @@ function removeCompleteTransaction(transactionId, transaction) {
     const actions = [];
     actions.push(removeTransactionDetail(transactionId));
     if (transaction != null) {
-        // Use transactionId.id (full zeni ID) — the canonical entity store key.
-        // getTransactionDetailKey produces a different composite key used only by
-        // transactionDetailState, not the entity store.
-        actions.push(removeTransaction(transactionId.id));
+        actions.push(removeTransaction(getTransactionDetailKey(transactionId)));
         // remove all the linked transactions too..
         const linkedTransactions = getAllLinkedTransactions(transaction);
         linkedTransactions.forEach((linkedTransaction) => {
             actions.push(removeTransactionDetail(linkedTransaction));
-            actions.push(removeTransaction(linkedTransaction.id));
+            actions.push(removeTransaction(getTransactionDetailKey(linkedTransaction)));
         });
     }
     return actions;

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

@@ -14,7 +14,7 @@ import { toJEAndDepositTransactionTypeStrict, toVendorTransactionTypeStrict, } f
 import { isVendorTransaction, } from '../../../entity/transaction/stateTypes/vendorTransaction';
 import toSupportedTransaction from '../../../entity/transaction/toSupportedTransaction';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
-import { updateTransaction } from '../../../entity/transaction/transactionReducer';
+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';
@@ -34,8 +34,7 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
         if (isSuccessResponse(response) && response.data != null) {
             const transactionIdResp = toTransactionID(response.data.transaction);
             const transactionDetailKeyForResponse = getTransactionDetailKey(transactionIdResp);
-            const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, // detail key is correct for transactionDetailState
-            undefined);
+            const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, undefined);
             const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
             let vendorUpdates = undefined;
             if (tranVendorUpdates?.qboId != null) {
@@ -57,7 +56,7 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
             if (response.data.vendors != null) {
                 actions.push(updateVendors(response.data.vendors, 'merge'));
             }
-            actions.push(updateTransaction(transactionIdResp.id, response.data.transaction));
+            actions.push(updateTransaction(transactionDetailKeyForResponse, response.data.transaction));
             actions.push(initializeTransactionDetailLocalData({
                 transactionId: transactionIdResp,
                 vendorId: response.data.vendors?.[0]?.vendor_id,
@@ -106,12 +105,9 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
                     }));
                 }
             }
-            // No separate updateTransactions call needed: updateTransaction above
-            // writes under transactionIdResp.id (the full zeni ID). This is the same
-            // key all list-fetch epics use, so list selectors will read fresh data.
-            // ASSUMPTION: toTransactionID(response).id === the transaction_id value
-            // that list-fetch epics pass to updateTransactions. If these ever diverge,
-            // list rows will go stale after a detail save.
+            // 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));
@@ -129,8 +125,7 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
 }));
 function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
     const transactionDetailKey = getTransactionDetailKey(transactionId);
-    const detail = getSupportedTransactionById(transactionState, transactionId.id // entity store uses full zeni ID as canonical key
-    );
+    const detail = getSupportedTransactionById(transactionState, transactionDetailKey);
     const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
     const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
     const tranCustomerUpdates = tranDetail?.transactionDetailLocalData.customerUpdates;

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

@@ -4,12 +4,13 @@ import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
 import { updateTransaction } from '../../../entity/transaction/transactionReducer';
 import { uploadMissingAttachmentSuccess } from '../transactionDetailReducer';
+import { getTransactionDetailKey } from '../transactionDetailState';
 export const uploadMissingAttachmentSuccessEpic = (actions$) => actions$.pipe(filter(uploadMissingAttachmentSuccess.match), switchMap((action) => {
     const transactionId = toTransactionID(action.payload.payload);
+    const transactionDetailKeyForResponse = getTransactionDetailKey(transactionId);
     return of(openSnackbar({
         messageSection: 'receipts_upload',
         messageText: 'success',
         type: 'success',
-    }), updateTransaction(transactionId.id, // entity store uses full zeni ID as canonical key
-    action.payload.payload));
+    }), updateTransaction(transactionDetailKeyForResponse, action.payload.payload));
 }));

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

@@ -16,8 +16,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
         fetchState: transactionDetail?.fetchState ?? 'Not-Started',
         error: transactionDetail?.error,
     };
-    const transaction = getSupportedTransactionById(transactionState, transactionId.id // entity store uses full zeni ID as canonical key
-    );
+    const transaction = getSupportedTransactionById(transactionState, detailKey);
     let linkedTransactions = [];
     if (transactionDetail?.fetchState === 'Completed' && transaction != null) {
         // IMPORTANT: filtering out unsupported linked transactions
@@ -37,9 +36,8 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
             linkedTransactionsFetchState.fetchState === 'Completed') {
             linkedTransactions = linkedTransactionDetails
                 .map((linkedTranDetail) => {
-                const linkedTranId = linkedTranDetail.transactionId; // eslint-disable-line @typescript-eslint/no-non-null-assertion
-                return getSupportedTransactionById(transactionState, linkedTranId.id // entity store uses full zeni ID as canonical key
-                );
+                const key = getTransactionDetailKey(linkedTranDetail.transactionId); // eslint-disable-line @typescript-eslint/no-non-null-assertion
+                return getSupportedTransactionById(transactionState, key);
             })
                 .filter((value) => {
                 if (value == null) {

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

@@ -1,18 +1,6 @@
-// TWO-KEY SYSTEM — read before touching transaction lookups:
-//
-// 1. transactionDetailState.transactionDetailById  →  keyed by getTransactionDetailKey()
-//    Format: "<qbo_id>_<type>"  (strips the "tran_<uuid>:" prefix)
-//    Used by: all transactionDetail epics/selectors for detail metadata (fetch state, local data, etc.)
-//
-// 2. transactionState.transactionById  →  keyed by transactionId.id  (full zeni ID, e.g. "tran_<uuid>:<qbo_id>")
-//    Used by: all list-fetch epics, getSupportedTransactionById, and all entity store reads/writes
-//
-// IMPORTANT: Never use getTransactionDetailKey() to look up or remove from transactionState.
-// Always use transactionId.id for the entity store.
-// Produces the transactionDetailState key: "<qbo_id>_<type>"
+// This transaction key only extracts the third party ID and uses that
+// for the ID
 export const getTransactionDetailKey = (transactionId) => `${getActualTransactionID(transactionId.id)}_${transactionId.type}`;
-// Produces the full-zeni-ID-based key: "<tran_uuid:qbo_id>_<type>"
-// Note: this key format is not used by the entity store (which uses transactionId.id directly).
 export const getZeniTransactionDetailKey = (transactionId) => `${transactionId.id}_${transactionId.type}`;
 export const getThirdPartyIdFromTransactionId = (transactionId) => {
     const zeniGeneratedId = transactionId.id;

package/lib/index.d.ts

@@ -456,6 +456,7 @@ import { ActivityHistorySelectorView } from './view/spendManagement/commonHistor
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
+import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
 import { BulkOperationFinishedType, BulkOperationType, SameDayAchDisablementConfig, ZeniAccountsPromoConfig, checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig } from './view/spendManagement/helpers';
 import { establishPlaidConnection, getPaymentAccounts, getPlaidLinkToken, updateMappedCashAccount, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, updatePrimaryFundingAccount } from './view/spendManagement/plaidAccount/plaidAccountViewReducer';
 import { getPlaidAccountDetails } from './view/spendManagement/plaidAccount/plaidAccountViewSelector';
@@ -733,6 +734,8 @@ export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueW
 export { ManagementUIState, PortfolioUIState };
 export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, clearCompanyView, UpdateActionType, CompanyPassportLocalStoreDataView, };
 export { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData, CompanyDetailsLocalData, PrimaryContactLocalData, CompanyOfficerLocalData, CompanyOfficerType, CompanyPassportLocalData, toCompanyPassportLocalData, };
+export type { CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, };
+export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, UncategorizedAccounts, getNestedAccountListHierarchy, };
 export { getBankAccount, BankAccountSelectorView };
 export { AddOnEstimate, SubscriptionViewSortKey, toSubscriptionSortKeyType, SubscriptionView, SubscriptionListView as CompanySubscriptionView, getSubscriptionListView as getCompanySubscriptionView, SubscriptionListUIState as SubscriptionUIState, updateSubscriptionListUIState as updateCompanySubscriptionUIState, SubscriptionUpdateData, SubscriptionCreateData, SubscriptionActionType, SubscriptionDetails, SubscriptionEstimateWithSchema, fetchSubscriptionList, fetchSubscriptionPlans, fetchSubscriptionAddOns, fetchSubscriptionCoupons, fetchSubscriptionDetails, saveSubscriptionUpdates, saveSubscriptionNotesUpdates, fetchSubscriptionCreateEstimate, fetchSubscriptionUpdateEstimate, clearSubscriptionView, initializeSubscriptionLocalData, saveSubscriptionLocalData, clearSubscriptionUpdateViewDataByTenantId, clearSubscriptionLocalData, getSubscriptionsDetailView, getSubscriptionLocalStoreDataView, getSubscriptionEstimationData, SubscriptionEstimationData, SubscriptionLocalStoreDataView, SubscriptionsDetailView, };