@zeniai/client-epic-state 5.0.49 → 5.0.50-betaAS1

package/lib/entity/project/projectPayload.d.ts

@@ -1,4 +1,4 @@
-import { Project } from './projectState';
+import { Project, ProjectBase } from './projectState';
 export interface ProjectMetadataPayload {
     accounting_provider_project_customer_id: string | null;
     accounting_provider_project_id: string | null;
@@ -15,6 +15,6 @@ export interface ProjectBasePayload {
     accounting_provider_project_id?: string | null;
     project_name?: string;
 }
-export declare const toProjectBasePayload: (project: Project | undefined) => ProjectBasePayload;
-export declare const mapProjectBasePayloadToProject: (payload: ProjectBasePayload) => Project;
+export declare const toProjectBasePayload: (project: ProjectBase | undefined) => ProjectBasePayload;
+export declare const mapProjectBasePayloadToProjectBase: (payload: ProjectBasePayload) => ProjectBase;
 export declare const mapProjectMetadataPayloadToProject: (payload: ProjectMetadataPayload) => Project;

package/lib/entity/project/projectPayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.mapProjectMetadataPayloadToProject = exports.mapProjectBasePayloadToProject = exports.toProjectBasePayload = void 0;
+exports.mapProjectMetadataPayloadToProject = exports.mapProjectBasePayloadToProjectBase = exports.toProjectBasePayload = void 0;
 const zeniDayJS_1 = require("../../zeniDayJS");
 const toProjectBasePayload = (project) => ({
     zeni_project_id: project?.projectId ?? '',
@@ -8,14 +8,14 @@ const toProjectBasePayload = (project) => ({
     project_name: project?.projectName ?? '',
 });
 exports.toProjectBasePayload = toProjectBasePayload;
-const mapProjectBasePayloadToProject = (payload) => ({
+const mapProjectBasePayloadToProjectBase = (payload) => ({
     projectId: payload.zeni_project_id,
     projectName: payload.project_name ?? '',
     ...(payload.accounting_provider_project_id != null
         ? { accountingProviderProjectId: payload.accounting_provider_project_id }
         : {}),
 });
-exports.mapProjectBasePayloadToProject = mapProjectBasePayloadToProject;
+exports.mapProjectBasePayloadToProjectBase = mapProjectBasePayloadToProjectBase;
 const mapProjectMetadataPayloadToProject = (payload) => ({
     projectId: payload.zeni_project_id,
     projectName: payload.project_name,

package/lib/entity/project/projectState.d.ts

@@ -1,10 +1,12 @@
 import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
-export interface Project {
+export interface ProjectBase {
     projectId: ID;
     projectName: string;
-    accountingProviderProjectCustomerId?: ID;
     accountingProviderProjectId?: ID;
+}
+export interface Project extends ProjectBase {
+    accountingProviderProjectCustomerId?: ID;
     parentCustomerAccountingProviderId?: ID;
     startDate?: ZeniDate;
     status?: string;

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

@@ -47,7 +47,7 @@ const toTransactionWithAccountAndClassLine = (payload, currency, type = 'transac
     project: payload.line_detail.project != null &&
         payload.line_detail.project.zeni_project_id != null &&
         payload.line_detail.project.zeni_project_id !== ''
-        ? (0, projectPayload_1.mapProjectBasePayloadToProject)(payload.line_detail.project)
+        ? (0, projectPayload_1.mapProjectBasePayloadToProjectBase)(payload.line_detail.project)
         : undefined,
     billable: payload.line_detail.billable_status ?? 'not_billable',
     isCategoryMiscategorized: payload.is_category_miscategorized ?? false,

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

@@ -33,6 +33,7 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     logo?: URLPayload;
     payment_type?: string;
     payment_type_name?: string;
+    project_name?: string | null;
     recipient_currency_code?: string;
     recipient_currency_symbol?: string;
     recipient_total_amount?: number;
@@ -49,6 +50,7 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     transaction_update_time?: string;
     vendor_id?: string | null;
     vendor_name?: string | null;
+    zeni_project_id?: string | null;
 }
 type LinesWithCOTTracking = LinePayload & {
     cot_viewing_flags?: {

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

@@ -101,6 +101,12 @@ const toTransaction = (payload) => {
         ...(payload.class_name != null && payload.class_name !== ''
             ? { className: payload.class_name }
             : {}),
+        ...(payload.zeni_project_id != null && payload.zeni_project_id !== ''
+            ? { projectId: payload.zeni_project_id }
+            : {}),
+        ...(payload.project_name != null && payload.project_name !== ''
+            ? { projectName: payload.project_name }
+            : {}),
         ...(payload.category_name != null && payload.category_name !== ''
             ? { categoryName: payload.category_name }
             : {}),

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

@@ -42,6 +42,8 @@ export interface Transaction extends BaseTransaction {
     logo?: Url;
     paymentType?: string;
     paymentTypeName?: string;
+    projectId?: ID;
+    projectName?: string;
     qboId?: string;
     recommendations?: RecommendationByLineId;
     syncToken?: string;

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

@@ -4,7 +4,7 @@ import { COTLineItemTracking } from '../../../commonStateTypes/recommendationBas
 import { AccountBase } from '../../account/accountState';
 import { ClassBase } from '../../class/classState';
 import { CustomerBase } from '../../customer/customerState';
-import { Project } from '../../project/projectState';
+import { ProjectBase } from '../../project/projectState';
 import { VendorBase } from '../../vendor/vendorState';
 import { TransactionID } from './transaction';
 import { TransactionCategory, TransactionType } from './transactionType';
@@ -40,7 +40,7 @@ export interface TransactionWithAccountAndClassLine extends TransactionLineBase
     isClassMiscategorized: boolean;
     class?: ClassBase;
     customer?: CustomerBase;
-    project?: Project;
+    project?: ProjectBase;
     vendor?: VendorBase;
 }
 export interface TransactionWithAccountAndClassLineWithCOTTracking extends TransactionWithAccountAndClassLine {

package/lib/esm/entity/project/projectPayload.js

@@ -4,7 +4,7 @@ export const toProjectBasePayload = (project) => ({
     accounting_provider_project_id: project?.accountingProviderProjectId ?? null,
     project_name: project?.projectName ?? '',
 });
-export const mapProjectBasePayloadToProject = (payload) => ({
+export const mapProjectBasePayloadToProjectBase = (payload) => ({
     projectId: payload.zeni_project_id,
     projectName: payload.project_name ?? '',
     ...(payload.accounting_provider_project_id != null

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

@@ -2,7 +2,7 @@ import { toAmountWC } from '../../../commonStateTypes/amount';
 import { mapAccountBasePayloadToAccountBase, toAccountPayload, } from '../../account/accountPayload';
 import { mapClassBasePayloadToClassBase, toClassBasePayload, } from '../../class/classPayload';
 import { toCustomerBase, toCustomerBasePayload, } from '../../customer/customerPayload';
-import { mapProjectBasePayloadToProject, toProjectBasePayload, } from '../../project/projectPayload';
+import { mapProjectBasePayloadToProjectBase, toProjectBasePayload, } from '../../project/projectPayload';
 import { mapVendorBasePayloadToVendorBase, toVendorBasePayload, } from '../../vendor/vendorPayload';
 import { toCategorizationStatusType, toPlatformLineDetailType, } from '../stateTypes/transactionLine';
 import { toTransactionCategory, toTransactionType, } from '../stateTypes/transactionType';
@@ -43,7 +43,7 @@ export const toTransactionWithAccountAndClassLine = (payload, currency, type = '
     project: payload.line_detail.project != null &&
         payload.line_detail.project.zeni_project_id != null &&
         payload.line_detail.project.zeni_project_id !== ''
-        ? mapProjectBasePayloadToProject(payload.line_detail.project)
+        ? mapProjectBasePayloadToProjectBase(payload.line_detail.project)
         : undefined,
     billable: payload.line_detail.billable_status ?? 'not_billable',
     isCategoryMiscategorized: payload.is_category_miscategorized ?? false,

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

@@ -97,6 +97,12 @@ export const toTransaction = (payload) => {
         ...(payload.class_name != null && payload.class_name !== ''
             ? { className: payload.class_name }
             : {}),
+        ...(payload.zeni_project_id != null && payload.zeni_project_id !== ''
+            ? { projectId: payload.zeni_project_id }
+            : {}),
+        ...(payload.project_name != null && payload.project_name !== ''
+            ? { projectName: payload.project_name }
+            : {}),
         ...(payload.category_name != null && payload.category_name !== ''
             ? { categoryName: payload.category_name }
             : {}),

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -1,9 +1,11 @@
 import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { getIsAccountingProjectsEnabled } from '../../../../entity/tenant/tenantSelector';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
+import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView, } from '../../reducers/transactionsViewReducer';
 export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
@@ -26,6 +28,12 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         classList.fetchState === 'Not-Started') {
         updateActions.push(fetchClassList());
     }
+    const projectList = state$.value.projectListState;
+    if (getIsAccountingProjectsEnabled(state$.value) &&
+        projectList.hasValidState() === false &&
+        projectList.fetchState === 'Not-Started') {
+        updateActions.push(fetchProjectList());
+    }
     const vendorOwnerList = state$.value.ownerListState;
     if (vendorOwnerList.hasValidState() === false &&
         vendorOwnerList.fetchState === 'Not-Started') {

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

@@ -110,6 +110,9 @@ const toTransactionUpdatePayload = (updates, detail, transactionId, cotTrackingB
                 if (lineUpdates.class != null) {
                     lineToBeUpdated.class = lineUpdates.class;
                 }
+                if (lineUpdates.project != null) {
+                    lineToBeUpdated.project = lineUpdates.project;
+                }
                 if (lineUpdates.account != null) {
                     lineToBeUpdated.account = lineUpdates.account;
                 }

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

@@ -41,6 +41,7 @@ export const toTransactionUpdatesFromTransactionCategorizationLocalData = (trans
                 lineDescription: lineItem.lineDescription,
                 class: lineItem.class,
                 account: lineItem.account,
+                project: lineItem.project,
                 recommendation: convertCOTRecommendationsToRegular(lineItem.recommendationsWithCOT),
             };
             if (line.type === 'journal_entry_transaction_line' ||

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

@@ -183,6 +183,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
             const lineId = line.id;
             record.account = accountLine.account;
             record.class = accountLine.class;
+            record.project = accountLine.project;
             record.vendor =
                 accountLine.vendor != null
                     ? {
@@ -305,7 +306,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
     });
     return lineItemData;
 };
-export const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+export const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
     let newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     let similarTransactionUpdated = false;
@@ -325,7 +326,7 @@ export const toSetAllLineItemsToCategoryClass = (draft, transaction, transaction
                     const record = {
                         ...transactionDetailLocalData.lineItemById[lineId],
                     };
-                    // if the line is the one that is being updated, then set the account and class
+                    // if the line is the one that is being updated, then set the account, class, and project
                     if (transactionId === record.transactionId &&
                         transactionLineId === lineId) {
                         if (selectedAccount != null) {
@@ -334,6 +335,9 @@ export const toSetAllLineItemsToCategoryClass = (draft, transaction, transaction
                         if (selectedClassBase != null) {
                             record.class = selectedClassBase;
                         }
+                        if (selectedProjectBase != null) {
+                            record.project = selectedProjectBase;
+                        }
                         const isClassSatisfied = isAccountingClassesEnabled === false || record.class != null;
                         if (isClassSatisfied && record.account != null) {
                             if (selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
@@ -385,6 +389,10 @@ export const toSetAllLineItemsToCategoryClass = (draft, transaction, transaction
                                     selectedCheckBoxTransactionIds.push(transaction.id);
                                 }
                             }
+                            // Project intentionally does NOT propagate to other rows of
+                            // the same vendor: each line can carry a different project,
+                            // and auto-filling siblings (the way class does) leads to
+                            // unexpected bulk selection.
                         }
                     }
                     if (line.type === 'transaction_with_product_or_service_line') {
@@ -514,6 +522,7 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
             ...newLineItem,
             class: matchingRecord.class,
             account: matchingRecord.account,
+            project: matchingRecord.project,
             lineEntity: matchingRecord.lineEntity,
         };
     }

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

@@ -282,7 +282,7 @@ const expenseAutomationTransactionsView = createSlice({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
                 const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]
@@ -296,6 +296,7 @@ const expenseAutomationTransactionsView = createSlice({
                                 ...transactionLocalData.transactionReviewLocalData.lineItemById[lineId],
                                 account: selectedAccount,
                                 class: selectedClassBase,
+                                project: selectedProjectBase,
                             },
                         },
                     };
@@ -324,9 +325,16 @@ const expenseAutomationTransactionsView = createSlice({
                         const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
                         if (transactionLocalData != null) {
-                            const { localData, similarTransactionUpdated } = toSetAllLineItemsToCategoryClass(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, existingAccount?.accountId !== selectedAccount?.accountId
+                            const existingClassId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.class?.classId;
+                            const existingProjectId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.project?.projectId;
+                            const updatedItem = existingAccount?.accountId !== selectedAccount?.accountId
                                 ? 'category'
-                                : 'class', uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                                : existingClassId !== selectedClassBase?.classId
+                                    ? 'class'
+                                    : existingProjectId !== selectedProjectBase?.projectId
+                                        ? 'project'
+                                        : 'class';
+                            const { localData, similarTransactionUpdated } = toSetAllLineItemsToCategoryClass(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
                             draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: localData,
@@ -345,7 +353,7 @@ const expenseAutomationTransactionsView = createSlice({
                     ...dirtyIds,
                 ]);
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled, selectedProjectBase) {
                 return {
                     payload: {
                         selectedTab,
@@ -357,6 +365,7 @@ const expenseAutomationTransactionsView = createSlice({
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,
+                        selectedProjectBase,
                         recommendations,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,

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

@@ -1,14 +1,15 @@
 import omit from 'lodash/omit';
 import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { getIsAccountingClassesEnabled, getCurrentTenant, } from '../../../entity/tenant/tenantSelector';
+import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
 import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
+import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -17,6 +18,8 @@ export function getExpenseAutomationTransactionView(state) {
     const allClasses = classList.classes.map((classData) => {
         return omit(classData, ['accountIds', 'key']);
     });
+    const projectList = getProjectList(projectState, projectListState);
+    const isAccountingProjectsEnabled = getIsAccountingProjectsEnabled(state);
     const accountsHierarchyList = getNestedAccountListHierarchy(accountListState, 'accountList');
     const classHierarchyList = getNestedClassListHierarchy(classListState);
     const currentTenant = getCurrentTenant(state);
@@ -96,6 +99,8 @@ export function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        isAccountingProjectsEnabled,
+        projectList,
         transactionLocalData,
         uiState,
         refreshStatus,

package/lib/esm/view/spendManagement/zeniAccounts/depositAccountDetail/depositAccountDetailSelector.js

@@ -30,7 +30,7 @@ export const getDepositAccountDetail = (state, depositAccountId) => {
     const zeniAccountDetail = zeniAccountDetailState.depositAccountDetailById[depositAccountId];
     const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, depositAccountId);
     const zeniAccountsConfig = getZeniAccountsConfigDetail(state);
-    const transactionListView = getDepositAccountTransactionList(state, depositAccountId, 5);
+    const transactionListView = getDepositAccountTransactionList(state, depositAccountId);
     let accountUpdateStatus = {
         editName: {
             fetchState: 'Not-Started',

package/lib/index.d.ts

@@ -103,7 +103,7 @@ import { ExternalNotificationData, NotificationActivityType, NotificationGroup,
 import { Logo, PaymentAccount, VERIFIED_PAYMENT_ACCOUNT_PROVIDER_VERIFICATION_STATUS } from './entity/paymentAccount/paymentAccountState';
 import { PaymentInstrument } from './entity/paymentInstrument/paymentInstrument';
 import { AccountingSummary, Runway } from './entity/portfolio/accountingSummary/accountingSummaryState';
-import { Project } from './entity/project/projectState';
+import { Project, ProjectBase } from './entity/project/projectState';
 import { MilageReimbursementLine, OutofPocketReimbursementLine, Reimbursement, ReimbursementLine, ReimbursementTypeCode } from './entity/reimbursement/reimbursementState';
 import { SectionAccountsViewReport } from './entity/sectionAccountsView/sectionAccountsViewSelector';
 import { SectionClassesView as SectionClassesViewV2 } from './entity/sectionClassesViewV2/sectionClassesView';
@@ -698,7 +698,7 @@ export { updateDashboardLayout };
 export { PandLWithForecastView, getPandLWithForecast, } from './view/profitAndLoss/pAndLWithForecast/pAndLWithForecastSelector';
 export { fetchProfitAndLoss, resetProfitAndLossNodeCollapseState, updateProfitAndLossUIState, ProfitAndLossState, ProfitAndLossUIState, getProfitAndLossReport, ProfitAndLossReport, getPandLReportFetchState, fetchProfitAndLossForTimeframe, };
 export { fetchProfitAndLossClassesView, updateProfitAndLossClassesToFilterOut, resetProfitAndLossClassesNodeCollapseState, updateProfitAndLossClassesViewUIState, updateProfitAndLossAccountViewMode, updateClassViewLayout, ProfitAndLossClassesViewUIState, ProfitAndLossClassesViewReport, getProfitAndLossClassesView, aggregateHorizontalDescendantBalances, getEmptyHorizontalSectionBalancesSlice, getProfitAndLossClassesHorizontalView, PandLReportViewSectionID, PandLReportViewCalculatedSectionID, isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, ClassViewLayout, ProfitAndLossByClassHorizontalReport, ClassColumnDefinition, HORIZONTAL_CLASS_TOTAL_BALANCE_ID, HorizontalAccountReportData, HorizontalAccountRow, HorizontalClassBalance, HorizontalSectionReport, HorizontalSectionTreeLayout, HorizontalCalculatedSection, isHorizontalAccountReportData, };
-export { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, updateProfitAndLossProjectViewUIState, ProfitAndLossProjectViewUIState, getProfitAndLossProjectView, ProfitAndLossProjectViewReport, Project, ProjectReportWithBalances, SectionProjectViewReport, };
+export { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, updateProfitAndLossProjectViewUIState, ProfitAndLossProjectViewUIState, getProfitAndLossProjectView, ProfitAndLossProjectViewReport, Project, ProjectBase, ProjectReportWithBalances, SectionProjectViewReport, };
 export { AccountingProviderAttachmentSelector, getAccountingProviderAttachment };
 export { fetchUserListByType, getUserList, UserListSelectorView };
 export { fetchAllPeopleRequiredViews, fetchPeoplePage, fetchPeople, deletePerson, resendInvite, changeZeniPersonRoles, invitePeople, inviteZeniPeople, updatePeopleUIState, peopleSaveUpdates, resetUpdateErrorMessage, peopleSaveDataInLocalStore, peopleClearDataInLocalStore, PeopleSelectorView, PeopleLocalDataView, Person, getPeople, getPeopleLocalData, PeopleState, PersonUpdateType, PeoplePageMode, ZeniPersonUserRoleType, PeopleUIState, PeopleLocalData, initializeEditPerson, };

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts

@@ -4,6 +4,7 @@ import { RootState } from '../../../../reducer';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
+import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList>;
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -4,9 +4,11 @@ exports.fetchTransactionCategorizationViewEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const accountListReducer_1 = require("../../../accountList/accountListReducer");
 const classListReducer_1 = require("../../../classList/classListReducer");
 const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
+const projectListReducer_1 = require("../../../projectList/projectListReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.fetchTransactionCategorizationView.match), (0, operators_1.mergeMap)((action) => {
     const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
@@ -29,6 +31,12 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         classList.fetchState === 'Not-Started') {
         updateActions.push((0, classListReducer_1.fetchClassList)());
     }
+    const projectList = state$.value.projectListState;
+    if ((0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value) &&
+        projectList.hasValidState() === false &&
+        projectList.fetchState === 'Not-Started') {
+        updateActions.push((0, projectListReducer_1.fetchProjectList)());
+    }
     const vendorOwnerList = state$.value.ownerListState;
     if (vendorOwnerList.hasValidState() === false &&
         vendorOwnerList.fetchState === 'Not-Started') {

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

@@ -117,6 +117,9 @@ const toTransactionUpdatePayload = (updates, detail, transactionId, cotTrackingB
                 if (lineUpdates.class != null) {
                     lineToBeUpdated.class = lineUpdates.class;
                 }
+                if (lineUpdates.project != null) {
+                    lineToBeUpdated.project = lineUpdates.project;
+                }
                 if (lineUpdates.account != null) {
                     lineToBeUpdated.account = lineUpdates.account;
                 }

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

@@ -44,6 +44,7 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 lineDescription: lineItem.lineDescription,
                 class: lineItem.class,
                 account: lineItem.account,
+                project: lineItem.project,
                 recommendation: (0, transactionHelper_1.convertCOTRecommendationsToRegular)(lineItem.recommendationsWithCOT),
             };
             if (line.type === 'journal_entry_transaction_line' ||

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -2,6 +2,7 @@ import { ID } from '../../../commonStateTypes/common';
 import { AccountBase } from '../../../entity/account/accountState';
 import { UncategorizedAccountTypes } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId } from '../../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionPayload, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
@@ -27,7 +28,7 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
 export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
 export declare const MAX_SELECTION_LIMIT = 5;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
-export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
+export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
     localData: TransactionReviewLocalData;
     similarTransactionUpdated: boolean;
 };

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

@@ -190,6 +190,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
             const lineId = line.id;
             record.account = accountLine.account;
             record.class = accountLine.class;
+            record.project = accountLine.project;
             record.vendor =
                 accountLine.vendor != null
                     ? {
@@ -312,7 +313,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
     let newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     let similarTransactionUpdated = false;
@@ -332,7 +333,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     const record = {
                         ...transactionDetailLocalData.lineItemById[lineId],
                     };
-                    // if the line is the one that is being updated, then set the account and class
+                    // if the line is the one that is being updated, then set the account, class, and project
                     if (transactionId === record.transactionId &&
                         transactionLineId === lineId) {
                         if (selectedAccount != null) {
@@ -341,6 +342,9 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                         if (selectedClassBase != null) {
                             record.class = selectedClassBase;
                         }
+                        if (selectedProjectBase != null) {
+                            record.project = selectedProjectBase;
+                        }
                         const isClassSatisfied = isAccountingClassesEnabled === false || record.class != null;
                         if (isClassSatisfied && record.account != null) {
                             if (selectedCheckBoxTransactionIds.length < exports.MAX_SELECTION_LIMIT &&
@@ -392,6 +396,10 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                                     selectedCheckBoxTransactionIds.push(transaction.id);
                                 }
                             }
+                            // Project intentionally does NOT propagate to other rows of
+                            // the same vendor: each line can carry a different project,
+                            // and auto-filling siblings (the way class does) leads to
+                            // unexpected bulk selection.
                         }
                     }
                     if (line.type === 'transaction_with_product_or_service_line') {
@@ -522,6 +530,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
             ...newLineItem,
             class: matchingRecord.class,
             account: matchingRecord.account,
+            project: matchingRecord.project,
             lineEntity: matchingRecord.lineEntity,
         };
     }

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

@@ -4,6 +4,7 @@ import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePerio
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId, TransactionID } from '../../../entity/transaction/stateTypes/transaction';
@@ -100,7 +101,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     isUncategorizedExpenseCategoryEnabled?: boolean;
     selectedEntity?: Entity;
     updatedCustomer?: CustomerBase;
-}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, isAccountingClassesEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined, isAccountingClassesEnabled?: boolean | undefined, selectedProjectBase?: ProjectBase | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     lineId: string;
@@ -110,6 +111,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     lineEntity: Entity | undefined;
     selectedAccount: AccountBase | undefined;
     selectedClassBase: ClassBase | undefined;
+    selectedProjectBase: ProjectBase | undefined;
     recommendations: RecommendationWithCOT[] | undefined;
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;

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

@@ -289,7 +289,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, 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]
@@ -303,6 +303,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                 ...transactionLocalData.transactionReviewLocalData.lineItemById[lineId],
                                 account: selectedAccount,
                                 class: selectedClassBase,
+                                project: selectedProjectBase,
                             },
                         },
                     };
@@ -331,9 +332,16 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                             .transactionReviewLocalDataById, transaction.id, undefined);
                         if (transactionLocalData != null) {
-                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, existingAccount?.accountId !== selectedAccount?.accountId
+                            const existingClassId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.class?.classId;
+                            const existingProjectId = transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.project?.projectId;
+                            const updatedItem = existingAccount?.accountId !== selectedAccount?.accountId
                                 ? 'category'
-                                : 'class', uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                                : 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);
                             draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: localData,
@@ -352,7 +360,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     ...dirtyIds,
                 ]);
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled, selectedProjectBase) {
                 return {
                     payload: {
                         selectedTab,
@@ -364,6 +372,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         lineEntity,
                         selectedAccount,
                         selectedClassBase,
+                        selectedProjectBase,
                         recommendations,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,