@zeniai/client-epic-state 5.0.52 → 5.0.53-betaML4

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

@@ -12,9 +12,10 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
 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 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 = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -23,6 +24,8 @@ 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);
@@ -45,6 +48,11 @@ function getExpenseAutomationTransactionView(state) {
         return null;
     })
         .filter((transaction) => transaction != null);
+    // True if any visible line is currently fetching category/class
+    // recommendations because the user changed the payee. Used to disable Save
+    // and to defer manual checkbox selection.
+    const hasInFlightCategoryClassRecommendations = transactionLocalData.some((transaction) => Object.values(transaction.transactionReviewLocalData.lineItemById).some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+        'In-Progress'));
     const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
     const monthEndFetchState = monthYearPeriodId != null
@@ -102,6 +110,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        isAccountingProjectsEnabled,
+        projectList,
         transactionLocalData,
         uiState,
         refreshStatus,
@@ -113,5 +123,6 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        hasInFlightCategoryClassRecommendations,
     };
 }

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

@@ -7,6 +7,7 @@ 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';
@@ -15,7 +16,7 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
+export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";
@@ -45,6 +46,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     transactionId: ID;
     account?: AccountBase;
     categorizationStatus?: CategorizationStatusType;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     item?: ProductOrService;
@@ -53,6 +55,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     lineTransactionType?: TransactionType;
     postingType?: TransactionCategory;
     postingTypeName?: string;
+    project?: ProjectBase;
     recommendationsWithCOT?: RecommendationWithCOT[];
     reviewPendingReasons?: string[];
     selectedEntityLine?: Entity;
@@ -110,6 +113,7 @@ export interface TransactionLineUpdates {
     class?: ClassBase;
     customer?: CustomerBase;
     lineDescription?: string;
+    project?: ProjectBase;
     recommendation?: Recommendation[];
     vendor?: VendorBase;
 }

package/lib/view/expenseAutomationView/types/transactionsViewState.js

@@ -11,6 +11,7 @@ const TRANSACTIONS_SORT_KEYS = [
     'date',
     'category',
     'class',
+    'project',
     'memo_and_receipt',
 ];
 const toTransactionsSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, TRANSACTIONS_SORT_KEYS);

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_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", "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_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" | 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_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" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.d.ts

@@ -1,6 +1,20 @@
-import { ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
+import { COABalance } from '../../commonStateTypes/coaBalance/coaBalance';
+import { HorizontalAccountRow, ProfitAndLossByClassHorizontalReport } from './profitAndLossClassesByClassHorizontalSelectorTypes';
 /**
  * Populates `sectionHeaderBalancesSlice`, and per-account `accountReportData`, so the
  * web layer only maps selector output to tree nodes.
  */
 export declare function enrichProfitAndLossByClassHorizontalReport(report: ProfitAndLossByClassHorizontalReport): void;
+/**
+ * Sum balances across descendant accounts (recursive).
+ *
+ * Parent rows in the horizontal pivot only carry their own direct postings
+ * (zero for "container" accounts), so callers rendering "Total {parent}" rows
+ * must aggregate from descendants to get the real per-class totals.
+ *
+ * Returns one `COABalance` per class column + total (same shape as the
+ * enriched `balancesInTimeframe.balances`), with `amount` summed and `type`
+ * set to `default_with_null_balance` for zeros. Returns `[]` when no
+ * descendants have enriched data.
+ */
+export declare function aggregateHorizontalDescendantBalances(accounts: readonly HorizontalAccountRow[], childIndices: readonly number[], childrenByParent: Readonly<Record<number, readonly number[]>>): COABalance[];

package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.enrichProfitAndLossByClassHorizontalReport = enrichProfitAndLossByClassHorizontalReport;
+exports.aggregateHorizontalDescendantBalances = aggregateHorizontalDescendantBalances;
 const currencyHelper_1 = require("../../commonStateTypes/currencyHelper");
 const horizontalSectionEmptyBalancesSlice_1 = require("./horizontalSectionEmptyBalancesSlice");
 const profitAndLossClassesByClassHorizontalSelectorTypes_1 = require("./profitAndLossClassesByClassHorizontalSelectorTypes");
@@ -118,6 +119,50 @@ function buildHorizontalClassColumnBalancesSlice(report, classAmounts, totalAmou
         },
     };
 }
+/**
+ * Sum balances across descendant accounts (recursive).
+ *
+ * Parent rows in the horizontal pivot only carry their own direct postings
+ * (zero for "container" accounts), so callers rendering "Total {parent}" rows
+ * must aggregate from descendants to get the real per-class totals.
+ *
+ * Returns one `COABalance` per class column + total (same shape as the
+ * enriched `balancesInTimeframe.balances`), with `amount` summed and `type`
+ * set to `default_with_null_balance` for zeros. Returns `[]` when no
+ * descendants have enriched data.
+ */
+function aggregateHorizontalDescendantBalances(accounts, childIndices, childrenByParent) {
+    let template;
+    const sums = new Map();
+    const walk = (idx) => {
+        const childRow = accounts[idx];
+        const childBalances = childRow?.accountReportData?.balancesInTimeframe.balances;
+        if (childBalances != null) {
+            if (template == null) {
+                template = childBalances;
+            }
+            childBalances.forEach((b, i) => {
+                sums.set(i, (sums.get(i) ?? 0) + (b.balance.amount ?? 0));
+            });
+        }
+        // Always recurse — a missing intermediate node should not prune its
+        // descendants from the aggregate.
+        const grandChildren = childrenByParent[idx] ?? [];
+        grandChildren.forEach(walk);
+    };
+    childIndices.forEach(walk);
+    if (template == null) {
+        return [];
+    }
+    return template.map((tpl, i) => {
+        const amount = sums.get(i) ?? 0;
+        return {
+            ...tpl,
+            balance: { ...tpl.balance, amount },
+            type: amount === 0 ? 'default_with_null_balance' : 'default',
+        };
+    });
+}
 /**
  * Parent index per DFS row — O(n). Matches the scan in the former
  * `findHorizontalAccountParentIndex` (depth <= 2 rows have no parent).

package/lib/view/projectList/fetchProjectListEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateProjects } from '../../entity/project/projectReducer';
+import { RootState } from '../../reducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { fetchProjectList, updateProjectList, updateProjectListFailure } from './projectListReducer';
+export type ActionType = ReturnType<typeof fetchProjectList> | ReturnType<typeof updateProjects> | ReturnType<typeof updateProjectList> | ReturnType<typeof updateProjectListFailure>;
+export declare const fetchProjectListEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/projectList/fetchProjectListEpic.js

@@ -0,0 +1,42 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchProjectListEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const projectReducer_1 = require("../../entity/project/projectReducer");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const responsePayload_1 = require("../../responsePayload");
+const projectListReducer_1 = require("./projectListReducer");
+const buildProjectListQuery = (isIncludeDeleted) => {
+    const query = {
+        is_deleted: isIncludeDeleted,
+        sort_by: 'project_name',
+        sort_order: 'asc',
+        is_full: true,
+    };
+    return `?query=${encodeURIComponent(JSON.stringify(query))}`;
+};
+const fetchProjectListEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(projectListReducer_1.fetchProjectList.match), (0, operators_1.withLatestFrom)(state$), (0, operators_1.switchMap)(([action, state]) => {
+    if (!(0, tenantSelector_1.getIsAccountingProjectsEnabled)(state)) {
+        return (0, rxjs_1.of)((0, projectListReducer_1.updateProjectList)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Success', ''),
+            data: { projects: [] },
+        }));
+    }
+    const { isIncludeDeleted } = action.payload;
+    const queryParams = buildProjectListQuery(isIncludeDeleted);
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/projects${queryParams}`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, rxjs_1.of)((0, projectReducer_1.updateProjects)(response.data?.projects ?? []), (0, projectListReducer_1.updateProjectList)(response));
+        }
+        else {
+            return (0, rxjs_1.of)((0, projectListReducer_1.updateProjectListFailure)(response.status));
+        }
+    }), (0, operators_1.catchError)((error) => {
+        return (0, rxjs_1.of)((0, projectListReducer_1.updateProjectListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch Projects REST API call errored out' +
+            JSON.stringify(error))));
+    }));
+}));
+exports.fetchProjectListEpic = fetchProjectListEpic;

package/lib/view/projectList/projectListPayload.d.ts

@@ -0,0 +1,7 @@
+import { ProjectMetadataPayload } from '../../entity/project/projectPayload';
+import { ZeniAPIResponse } from '../../responsePayload';
+interface ProjectListPayloadData {
+    projects: ProjectMetadataPayload[];
+}
+export type ProjectListResponse = ZeniAPIResponse<ProjectListPayloadData>;
+export {};

package/lib/view/projectList/projectListPayload.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/projectList/projectListReducer.d.ts

@@ -0,0 +1,9 @@
+import { ZeniAPIStatus } from '../../responsePayload';
+import { ProjectListResponse } from './projectListPayload';
+import { ProjectListState } from './projectListState';
+export declare const initialState: ProjectListState;
+export declare const fetchProjectList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[isIncludeDeleted?: boolean | undefined], {
+    isIncludeDeleted: boolean;
+}, "projectList/fetchProjectList", never, never>, updateProjectList: import("@reduxjs/toolkit").ActionCreatorWithPayload<ProjectListResponse, "projectList/updateProjectList">, updateProjectListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "projectList/updateProjectListFailure">, clearProjectList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"projectList/clearProjectList">;
+declare const _default: import("redux").Reducer<ProjectListState>;
+export default _default;

package/lib/view/projectList/projectListReducer.js

@@ -0,0 +1,43 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearProjectList = exports.updateProjectListFailure = exports.updateProjectList = exports.fetchProjectList = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+exports.initialState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    projectIds: [],
+    hasValidState() {
+        return this.fetchState == 'Completed';
+    },
+};
+const projectList = (0, toolkit_1.createSlice)({
+    name: 'projectList',
+    initialState: exports.initialState,
+    reducers: {
+        fetchProjectList: {
+            reducer(draft) {
+                draft.fetchState = 'In-Progress';
+                draft.error = undefined;
+            },
+            prepare(isIncludeDeleted) {
+                return { payload: { isIncludeDeleted: isIncludeDeleted ?? false } };
+            },
+        },
+        updateProjectList(draft, action) {
+            draft.projectIds =
+                action.payload.data?.projects?.map((project) => project.zeni_project_id) ?? [];
+            draft.fetchState = 'Completed';
+            draft.error = undefined;
+        },
+        updateProjectListFailure(draft, action) {
+            draft.fetchState = 'Error';
+            draft.error = action.payload;
+        },
+        clearProjectList(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = projectList.actions, exports.fetchProjectList = _a.fetchProjectList, exports.updateProjectList = _a.updateProjectList, exports.updateProjectListFailure = _a.updateProjectListFailure, exports.clearProjectList = _a.clearProjectList;
+exports.default = projectList.reducer;

package/lib/view/projectList/projectListSelector.d.ts

@@ -0,0 +1,8 @@
+import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { ProjectState } from '../../entity/project/projectReducer';
+import { Project } from '../../entity/project/projectState';
+import { ProjectListState } from './projectListState';
+export interface ProjectListSelectorView extends SelectorView {
+    projects: Project[];
+}
+export declare const getProjectList: (projectState: ProjectState, projectListState: ProjectListState) => ProjectListSelectorView;

package/lib/view/projectList/projectListSelector.js

@@ -0,0 +1,13 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getProjectList = void 0;
+const projectSelector_1 = require("../../entity/project/projectSelector");
+const getProjectList = (projectState, projectListState) => {
+    return {
+        projects: (0, projectSelector_1.getProjectsByIds)(projectState, projectListState.projectIds),
+        fetchState: projectListState.fetchState,
+        error: projectListState.error,
+        version: 0,
+    };
+};
+exports.getProjectList = getProjectList;

package/lib/view/projectList/projectListState.d.ts

@@ -0,0 +1,4 @@
+import { FetchedState, ID } from '../../commonStateTypes/common';
+export interface ProjectListState extends FetchedState {
+    projectIds: ID[];
+}

package/lib/view/projectList/projectListState.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/recommendation/fetchEntityRecommendationsForCategorizationEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { setEntityRecommendationForLineIdsForCategorization } from '../../view/expenseAutomationView/reducers/transactionsViewReducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { fetchEntityRecommendationsForCategorization, setCategoryClassRecommendationsForCategorizationFailure, updateRecommendationForEntity } from './recommendationReducer';
+export type ActionType = ReturnType<typeof updateRecommendationForEntity> | ReturnType<typeof fetchEntityRecommendationsForCategorization> | ReturnType<typeof setCategoryClassRecommendationsForCategorizationFailure> | ReturnType<typeof setEntityRecommendationForLineIdsForCategorization>;
+export declare const fetchEntityRecommendationsForCategorizationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/recommendation/fetchEntityRecommendationsForCategorizationEpic.js

@@ -0,0 +1,87 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchEntityRecommendationsForCategorizationEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const transactionHelper_1 = require("../../entity/transaction/transactionHelper");
+const responsePayload_1 = require("../../responsePayload");
+const transactionsViewReducer_1 = require("../../view/expenseAutomationView/reducers/transactionsViewReducer");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+const transactionDetailState_1 = require("../transactionDetail/transactionDetailState");
+const recommendationHelper_1 = require("./recommendationHelper");
+const recommendationReducer_1 = require("./recommendationReducer");
+// Categorization-list-only recommendations fetch.
+//
+// Concurrency model: groupBy on (transactionId.id, sorted lineIds) → switchMap
+// inside each group → mergeMap to flatten groups. This means:
+//   • Same target (same transaction + same lineIds-set) — newer fetch cancels
+//     the prior in-flight fetch. Avoids the same-line stale-response race.
+//   • Different targets — run fully in parallel. Avoids the silent
+//     "stuck spinner" cancellation that the global-switchMap epic suffers
+//     from when the user moves between rows or JE lines mid-flight.
+//
+// The transactionsViewReducer's per-line categoryClassRecommendationsFetchState
+// flag is set to In-Progress when the action enters this epic (start arm in
+// extraReducers), Completed via setEntityRecommendationForLineIdsForCategorization,
+// or Error via setCategoryClassRecommendationsForCategorizationFailure.
+const fetchEntityRecommendationsForCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.fetchEntityRecommendationsForCategorization.match), (0, operators_1.groupBy)((action) => {
+    const { transactionId, lineIds } = action.payload.transactionDetails;
+    return `${transactionId.id}|${[...lineIds].sort().join('|')}`;
+}), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
+    const { entity, amount, transactionDetails, isFetchCOT, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const query = {
+        amount,
+        transaction_id: (0, transactionDetailState_1.getActualTransactionID)(transactionDetails.transactionId.id),
+        transaction_type: transactionDetails.transaction.type,
+        line_ids: transactionDetails.lineIds,
+    };
+    if (isFetchCOT === true) {
+        query.include_cot = true;
+    }
+    const entityQuery = {
+        entity_name: entity.name,
+        entity_type: entity.type,
+    };
+    const recommendationUrl = entity.qboId === entity.name // entity id null case
+        ? `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`
+        : `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/${toEntityTypeURL(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
+    return zeniAPI
+        .getJSON(recommendationUrl)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const actions = [];
+            const { transactionId, transaction, lineIds } = transactionDetails;
+            const recommendationWithCOTByLineId = (0, recommendationHelper_1.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT)(response.data.recommendations, lineIds);
+            const recommendations = (0, recommendationHelper_1.getRecommendationFromRecommendationPayload)(response.data.recommendations);
+            const transactionWithCOT = isFetchCOT === true &&
+                recommendationWithCOTByLineId != null
+                ? (0, transactionHelper_1.getTransactionWithCOTFromRecommendations)(transaction, recommendationWithCOTByLineId)
+                : (0, transactionHelper_1.getTransactionWithCOT)(transaction);
+            actions.push((0, recommendationReducer_1.updateRecommendationForEntity)({
+                entityId: entity.id,
+                entityType: entity.type,
+                recommendations,
+            }));
+            if (recommendationWithCOTByLineId != null) {
+                const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
+                actions.push((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
+            }
+            else {
+                // Successful HTTP but no per-line recommendations — still
+                // need to clear the In-Progress flag, otherwise the
+                // skeleton sticks. Treat as a "no recommendations" success
+                // by firing the failure action with a benign error so the
+                // line flag flips out of In-Progress.
+                actions.push((0, recommendationReducer_1.setCategoryClassRecommendationsForCategorizationFailure)(selectedTab, transactionId, lineIds, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Recommendations response missing per-line data')));
+            }
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            return (0, rxjs_1.of)((0, recommendationReducer_1.setCategoryClassRecommendationsForCategorizationFailure)(selectedTab, transactionDetails.transactionId, transactionDetails.lineIds, response.status));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, recommendationReducer_1.setCategoryClassRecommendationsForCategorizationFailure)(selectedTab, transactionDetails.transactionId, transactionDetails.lineIds, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch recommendations for categorization REST API call errored out' +
+        JSON.stringify(error))))));
+}))));
+exports.fetchEntityRecommendationsForCategorizationEpic = fetchEntityRecommendationsForCategorizationEpic;
+const toEntityTypeURL = (entityType) => `${entityType}s`;

package/lib/view/recommendation/recommendationReducer.d.ts

@@ -22,7 +22,27 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
     isTransactionCategorizationFlow: any;
     isFetchCOT: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
+}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
+    lineIds: ID[];
+    transaction: SupportedTransaction;
+    transactionId: TransactionID;
+}, selectedTab: "review" | "autoCategorized", isFetchCOT?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+    entity: Entity;
+    amount: number;
+    transactionDetails: {
+        lineIds: ID[];
+        transaction: SupportedTransaction;
+        transactionId: TransactionID;
+    };
+    selectedTab: "review" | "autoCategorized";
+    isFetchCOT: any;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "recommendation/fetchEntityRecommendationsForCategorization", never, never>, setCategoryClassRecommendationsForCategorizationFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "recommendation/setCategoryClassRecommendationsForCategorizationFailure", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
     entityName: string;
     entityType: EntityType;
 }, "recommendation/fetchRecommendationByEntityName", never, never>, fetchRecommendationByEntityId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityId: string, entityType: EntityType], {

package/lib/view/recommendation/recommendationReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
+exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.setCategoryClassRecommendationsForCategorizationFailure = exports.fetchEntityRecommendationsForCategorization = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const recommendationState_1 = require("./recommendationState");
 exports.initialState = {
@@ -110,12 +110,63 @@ const recommendation = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Categorization-list-only fetch action. Mirrors the
+        // fetchEntityRecommendationsByTransactionId payload but is observed by a
+        // separate epic (with groupBy + switchMap, keyed on
+        // transactionId+lineIds-set) so concurrent fetches for distinct targets do
+        // not cancel each other. Reducer hooks in transactionsViewReducer use this
+        // to drive the per-line categoryClassRecommendationsFetchState flag.
+        fetchEntityRecommendationsForCategorization: {
+            reducer(draft, action) {
+                const { entity } = action.payload;
+                const key = (0, recommendationState_1.getEntityRecommendationKey)(entity.type, entity.id);
+                const existingRecommendation = draft.recommendationByEntity[key];
+                if (existingRecommendation == null) {
+                    draft.recommendationByEntity[key] = {
+                        ...recommendationState_1.initialEntityRecommendationState,
+                        fetchState: 'In-Progress',
+                    };
+                }
+            },
+            prepare(entity, amount, transactionDetails, selectedTab, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        entity,
+                        amount,
+                        transactionDetails,
+                        selectedTab,
+                        isFetchCOT,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+        },
+        setCategoryClassRecommendationsForCategorizationFailure: {
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // The transactionsViewReducer handles the per-line flag flip; this
+                // reducer slice has no recommendation cache to update for the failure.
+            },
+            prepare(selectedTab, transactionId, lineIds, error) {
+                return {
+                    payload: {
+                        selectedTab,
+                        transactionId,
+                        lineIds,
+                        error,
+                    },
+                };
+            },
+        },
         clearRecommendation(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
+_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForCategorization = _a.fetchEntityRecommendationsForCategorization, exports.setCategoryClassRecommendationsForCategorizationFailure = _a.setCategoryClassRecommendationsForCategorizationFailure, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
 exports.default = recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);

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_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";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;