@zeniai/client-epic-state 5.0.48-betaRD5 → 5.0.49-betaML1

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

@@ -4,13 +4,14 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.acknowledgeTransferEntryRouteReplacement = exports.createTransferEntryReplacedTransaction = exports.resetCreateTransferEntryStatus = exports.createTransferEntryFailure = exports.createTransferEntrySuccess = exports.createTransferEntry = exports.updateTransferAccountsFailure = exports.updateTransferAccounts = exports.fetchTransferAccounts = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
+const transactionsViewState_1 = require("../types/transactionsViewState");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -48,11 +49,17 @@ exports.initialTransactionTabViewState = {
     selectedTransactionLineId: undefined,
 };
 exports.initialState = {
+    createTransferEntryStatus: 'Not-Started',
+    lastTransferEntryReplacement: undefined,
     selectedTransactionCategorizationTab: 'review',
     transactionCategorizationView: {
         review: { ...exports.initialTransactionTabViewState },
         autoCategorized: { ...exports.initialTransactionTabViewState },
     },
+    transferAccounts: {
+        fetchState: 'Not-Started',
+        accountIds: [],
+    },
 };
 const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
     name: 'expenseAutomationTransactionsView',
@@ -289,7 +296,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]
@@ -303,7 +310,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                 ...transactionLocalData.transactionReviewLocalData.lineItemById[lineId],
                                 account: selectedAccount,
                                 class: selectedClassBase,
-                                project: selectedProjectBase,
                             },
                         },
                     };
@@ -332,16 +338,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
                         if (transactionLocalData != null) {
-                            const existingClassId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.class?.classId;
-                            const existingProjectId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.project?.projectId;
-                            const updatedItem = existingAccount?.accountId !== selectedAccount?.accountId
+                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, existingAccount?.accountId !== selectedAccount?.accountId
                                 ? 'category'
-                                : existingClassId !== selectedClassBase?.classId
-                                    ? 'class'
-                                    : existingProjectId !== selectedProjectBase?.projectId
-                                        ? 'project'
-                                        : 'class';
-                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                                : 'class', uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
                             draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: localData,
@@ -360,7 +359,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     ...dirtyIds,
                 ]);
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled, selectedProjectBase) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
                 return {
                     payload: {
                         selectedTab,
@@ -372,7 +371,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,
-                        selectedProjectBase,
                         recommendations,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,
@@ -808,7 +806,65 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        fetchTransferAccounts(draft) {
+            draft.transferAccounts.fetchState = 'In-Progress';
+        },
+        updateTransferAccounts(draft, action) {
+            draft.transferAccounts.fetchState = 'Completed';
+            draft.transferAccounts.accountIds = action.payload.accountIds;
+        },
+        updateTransferAccountsFailure(draft) {
+            draft.transferAccounts.fetchState = 'Error';
+        },
+        createTransferEntry: {
+            prepare(transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType) {
+                return {
+                    payload: {
+                        transactionId,
+                        creditAccountIntegrationId,
+                        debitAccountIntegrationId,
+                        memo,
+                        transactionType,
+                        sourceTransactionType,
+                    },
+                };
+            },
+            reducer(draft) {
+                draft.createTransferEntryStatus = 'In-Progress';
+            },
+        },
+        createTransferEntrySuccess(draft) {
+            draft.createTransferEntryStatus = 'Completed';
+        },
+        createTransferEntryFailure(draft) {
+            draft.createTransferEntryStatus = 'Error';
+        },
+        resetCreateTransferEntryStatus(draft) {
+            draft.createTransferEntryStatus = 'Not-Started';
+        },
+        createTransferEntryReplacedTransaction: {
+            prepare(previousTransactionId, newTransactionId) {
+                return { payload: { newTransactionId, previousTransactionId } };
+            },
+            reducer(draft, action) {
+                draft.lastTransferEntryReplacement = action.payload;
+            },
+        },
+        acknowledgeTransferEntryRouteReplacement(draft) {
+            draft.lastTransferEntryReplacement = undefined;
+        },
+        removeTransactionFromAllTabs: {
+            prepare(transactionId) {
+                return { payload: { transactionId } };
+            },
+            reducer(draft, action) {
+                const { transactionId } = action.payload;
+                for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
+                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
+                }
+            },
+        },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.fetchTransferAccounts = _a.fetchTransferAccounts, exports.updateTransferAccounts = _a.updateTransferAccounts, exports.updateTransferAccountsFailure = _a.updateTransferAccountsFailure, exports.createTransferEntry = _a.createTransferEntry, exports.createTransferEntrySuccess = _a.createTransferEntrySuccess, exports.createTransferEntryFailure = _a.createTransferEntryFailure, exports.resetCreateTransferEntryStatus = _a.resetCreateTransferEntryStatus, exports.createTransferEntryReplacedTransaction = _a.createTransferEntryReplacedTransaction, exports.acknowledgeTransferEntryRouteReplacement = _a.acknowledgeTransferEntryRouteReplacement, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -1,12 +1,11 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
-import { ProjectListSelectorView } from '../../projectList/projectListSelector';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -18,10 +17,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
+    createTransferEntryStatus: FetchState;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
-    isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
-    projectList: ProjectListSelectorView;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];
@@ -29,6 +27,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];
     transactions: SupportedTransactionWithCOT[];
+    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     uploadReceiptStatusById: Record<ID, FetchStateAndError>;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts

@@ -1,3 +1,5 @@
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
+import { TransferEntryRouteReplacement } from '../types/transactionsViewState';
+export declare function getLastTransferEntryReplacement(state: RootState): TransferEntryRouteReplacement | undefined;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -3,19 +3,23 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.getLastTransferEntryReplacement = getLastTransferEntryReplacement;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const accountSelector_1 = require("../../../entity/account/accountSelector");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
-const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+function getLastTransferEntryReplacement(state) {
+    return state.expenseAutomationTransactionsViewState.lastTransferEntryReplacement;
+}
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -24,8 +28,6 @@ function getExpenseAutomationTransactionView(state) {
     const allClasses = classList.classes.map((classData) => {
         return (0, omit_1.default)(classData, ['accountIds', 'key']);
     });
-    const projectList = (0, projectListSelector_1.getProjectList)(projectState, projectListState);
-    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state);
     const accountsHierarchyList = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
     const classHierarchyList = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
@@ -92,6 +94,19 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const transferAccountsFromApi = expenseAutomationTransactionsViewState.transferAccounts.accountIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    /**
+     * Credit transfer picker uses transfer-account ids from a dedicated fetch. If that list
+     * resolves to nothing while the COA list is loaded, fall back to the full COA list so the
+     * credit dropdown is not empty.
+     */
+    const transferAccountsList = transferAccountsFromApi.length > 0
+        ? transferAccountsFromApi
+        : accountList.accounts
+            .map((a) => (0, accountSelector_1.getAccountBase)(accountState, a.accountId, 'account_list'))
+            .filter((account) => account != null);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -105,18 +120,18 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        isAccountingProjectsEnabled,
-        projectList,
         transactionLocalData,
         uiState,
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
+        createTransferEntryStatus: expenseAutomationTransactionsViewState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        transferAccounts: transferAccountsList,
     };
 }

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

@@ -1,5 +1,5 @@
 import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -7,7 +7,6 @@ import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { CustomerBase } from '../../../entity/customer/customerState';
-import { ProjectBase } from '../../../entity/project/projectState';
 import { Entity, EntityType } from '../../../entity/genericEntity/entity';
 import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
@@ -54,7 +53,6 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     lineTransactionType?: TransactionType;
     postingType?: TransactionCategory;
     postingTypeName?: string;
-    project?: ProjectBase;
     recommendationsWithCOT?: RecommendationWithCOT[];
     reviewPendingReasons?: string[];
     selectedEntityLine?: Entity;
@@ -103,16 +101,27 @@ export interface TransactionsTabViewState extends FetchedState {
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }
+export interface TransferAccountsState {
+    accountIds: ID[];
+    fetchState: FetchState;
+}
+export type TransferEntryRouteReplacement = {
+    newTransactionId: TransactionID;
+    previousTransactionId: TransactionID;
+};
 export type TransactionsViewState = {
+    createTransferEntryStatus: FetchState;
+    /** Set when create-transfer returns a new transaction id; host navigates then acknowledges. */
+    lastTransferEntryReplacement: TransferEntryRouteReplacement | undefined;
     selectedTransactionCategorizationTab: TransactionsTab;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
+    transferAccounts: TransferAccountsState;
 };
 export interface TransactionLineUpdates {
     account?: AccountBase;
     class?: ClassBase;
     customer?: CustomerBase;
     lineDescription?: string;
-    project?: ProjectBase;
     recommendation?: Recommendation[];
     vendor?: VendorBase;
 }

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     firstMonthOfFY: Month;
     maxNumOfPeriodsToHighlight: number;
     thisPeriod: TimeframeTick;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     additionalBalances: COABalanceType[];
     coaBalances: COABalance[];
     firstMonthOfFY: Month;

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | undefined], {
     merchantId: string | undefined;
-    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined;
+    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reportsResync/reportsResyncReducer.d.ts

@@ -2,8 +2,8 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ReportsResyncState } from './reportsResyncState';
 export declare const initialReportsResyncState: ReportsResyncState;
-export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation"], {
-    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts"], {
+    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts";
 }, "initiateReportsResync/initiateReportsResync", never, never>, initiateReportsClassViewRefetching: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     reportIdToResync: ReportID;
 }, "initiateReportsResync/initiateReportsClassViewRefetching">, reportsResyncSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

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

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/transactionDetail/epics/transactionDetailEpic.d.ts

@@ -7,9 +7,10 @@ import { ZeniAPI } from '../../../zeniAPI';
 import { fetchAccountList } from '../../accountList/accountListReducer';
 import { fetchClassList } from '../../classList/classListReducer';
 import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
+import { fetchTransferAccounts } from '../../expenseAutomationView/reducers/transactionsViewReducer';
 import { fetchOwnerList } from '../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../projectList/projectListReducer';
 import { updateSortUiState } from '../../vendorList/vendorListReducer';
 import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState } from '../transactionDetailReducer';
-export type ActionType = ReturnType<typeof fetchTransactionDetail> | ReturnType<typeof updateTransaction> | ReturnType<typeof updateTransactionDetailFetchState> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchProjectList> | ReturnType<typeof fetchAccountList> | ReturnType<typeof updateSortUiState> | ReturnType<typeof updateVendors> | ReturnType<typeof updateTransactionVendorLocalData> | ReturnType<typeof fetchOwnerList>;
+export type ActionType = ReturnType<typeof fetchTransactionDetail> | ReturnType<typeof updateTransaction> | ReturnType<typeof updateTransactionDetailFetchState> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchProjectList> | ReturnType<typeof fetchAccountList> | ReturnType<typeof updateSortUiState> | ReturnType<typeof updateVendors> | ReturnType<typeof updateTransactionVendorLocalData> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchTransferAccounts>;
 export declare const fetchTransactionDetailEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -19,6 +19,7 @@ const accountListReducer_1 = require("../../accountList/accountListReducer");
 const classListReducer_1 = require("../../classList/classListReducer");
 const transactionVendorLocalDataHelper_1 = require("../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper");
 const transactionVendorViewReducer_1 = require("../../commonVendorView/transactionVendorView/transactionVendorViewReducer");
+const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
 const ownerListReducer_1 = require("../../ownerList/ownerListReducer");
 const projectListReducer_1 = require("../../projectList/projectListReducer");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
@@ -41,6 +42,11 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             accountList.fetchState !== 'In-Progress') {
             transactionActions.push((0, accountListReducer_1.fetchAccountList)('accountList'));
         }
+        const { transferAccounts } = state$.value.expenseAutomationTransactionsViewState;
+        if (transferAccounts.fetchState !== 'In-Progress' &&
+            transferAccounts.fetchState !== 'Completed') {
+            transactionActions.push((0, transactionsViewReducer_1.fetchTransferAccounts)());
+        }
         const classList = state$.value.classListState;
         if (classList.hasValidState() === false &&
             classList.fetchState !== 'In-Progress') {

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

@@ -3,7 +3,7 @@ import { TransactionPayload } from '../../entity/transaction/payloadTypes/transa
 import { SupportedTransactionPayload } from '../../entity/transaction/transactionState';
 import { VendorPayload } from '../../entity/vendor/vendorPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
-interface TransactionDetailPayload {
+export interface TransactionDetailPayload {
     query: {
         transaction_id: string;
         transaction_type: string;

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

@@ -1,7 +1,8 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
-import { FetchStateAndError } from '../../commonStateTypes/common';
+import { FetchState, FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../entity/account/accountState';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { Vendor } from '../../entity/vendor/vendorState';
@@ -17,6 +18,7 @@ export interface TransactionDetailReport extends SelectorView {
     allVendors: Vendor[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
+    createTransferEntryStatus: FetchState;
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
     isAccountingClassesEnabled: boolean;
     isAccountingProjectsEnabled: boolean;
@@ -24,6 +26,7 @@ export interface TransactionDetailReport extends SelectorView {
     projectList: ProjectListSelectorView;
     transactionDetailLocalData: TransactionDetailLocalData;
     transactionDetailUpdateStatus: FetchStateAndError;
+    transferAccounts: AccountBase[];
     isUpdateNotAllowed?: boolean;
     transaction?: SupportedTransactionWithCOT;
 }

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -7,6 +7,7 @@ exports.getInitialUpdatablePeriodsForTransactionRecommendations = exports.getTra
 exports.getTransactionDetailForTransaction = getTransactionDetailForTransaction;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
+const accountSelector_1 = require("../../entity/account/accountSelector");
 const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const transactionType_1 = require("../../entity/transaction/stateTypes/transactionType");
 const transactionHelper_1 = require("../../entity/transaction/transactionHelper");
@@ -18,7 +19,7 @@ const classListSelector_1 = require("../classList/classListSelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
-    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
+    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, projectState, projectListState, } = state;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const transactionDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, detailKey);
     let fetchState = {
@@ -79,6 +80,14 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
+    const transferAccountsFromApi = expenseAutomationTransactionsViewState.transferAccounts.accountIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    const transferAccountsList = transferAccountsFromApi.length > 0
+        ? transferAccountsFromApi
+        : accountsList.accounts
+            .map((a) => (0, accountSelector_1.getAccountBase)(accountState, a.accountId, 'account_list'))
+            .filter((account) => account != null);
     return {
         reportId: 'transaction_detail',
         reportTitle: 'Transaction Detail',
@@ -95,6 +104,8 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         accountsHierarchyList,
         classList: classList,
         isAccountingClassesEnabled,
+        createTransferEntryStatus: expenseAutomationTransactionsViewState.createTransferEntryStatus,
+        transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,
         isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,

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

@@ -4,7 +4,7 @@ import { AccountBase } from '../../entity/account/accountState';
 import { ClassBase } from '../../entity/class/classState';
 import { CustomerBase } from '../../entity/customer/customerState';
 import { EntityType } from '../../entity/genericEntity/entity';
-import { ProjectBase } from '../../entity/project/projectState';
+import { Project } from '../../entity/project/projectState';
 import { Transaction, TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { VendorBase } from '../../entity/vendor/vendorState';
 import { EntityRecommendationKey } from '../recommendation/recommendationState';
@@ -53,7 +53,7 @@ export interface TransactionLineUpdates {
     class?: ClassBase;
     customer?: CustomerBase;
     lineDescription?: string;
-    project?: ProjectBase;
+    project?: Project;
     recommendation?: Recommendation[];
     vendor?: VendorBase;
 }