@zeniai/client-epic-state 5.0.64-betaSS1 → 5.0.65-betaML1

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

@@ -27,6 +27,7 @@ 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 shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], uncategorizedAccounts: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => boolean;
 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" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
     localData: TransactionReviewLocalData;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
+exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
 const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -65,6 +65,23 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
 };
 exports.filterAutoTabLineItems = filterAutoTabLineItems;
 exports.MAX_SELECTION_LIMIT = 5;
+// Returns true when the transaction should be auto-added to the
+// selectedCheckBoxTransactionIds list after a categorization-related
+// state mutation: all line items are filled, the selection limit has
+// not been hit, and the id isn't already in the list. Consolidates the
+// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
+// setAllItemsToCategoryClassInLocalDataForCategorization, and
+// setEntityRecommendationForLineIdInLocalData below).
+const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
+        return false;
+    }
+    if (selectedCheckBoxTransactionIds.length >= exports.MAX_SELECTION_LIMIT) {
+        return false;
+    }
+    return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+};
+exports.shouldAutoSelectAndAdd = shouldAutoSelectAndAdd;
 const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -552,10 +569,14 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         selectedEntity: transactionDetailLocalData.selectedEntity,
         tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
     };
+    // Auto-uncheck if not all line items are filled (the row's
+    // category/class became stale after the entity update). Otherwise
+    // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
+    // gate is consistently applied across all auto-add sites.
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
+    else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -157,7 +157,20 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: 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>>;
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -72,15 +72,20 @@ exports.initialState = {
  *
  * Snapshot scope (deliberately narrow):
  * - Captured: `pageToken`, `totalCount`, `transactionIdsBySelectedPeriod`,
- *   `fetchState`, `error`. These are the keys the fetch epic's cache check
- *   reads to decide whether to short-circuit a sub-tab revisit.
+ *   `fetchState`, `error`, `scrollPosition`. The first five are the keys the
+ *   fetch epic's cache check reads to decide whether to short-circuit a
+ *   sub-tab revisit; `scrollPosition` is captured per sub-tab so revisiting
+ *   restores the user's last offset and switching to a never-visited sub-tab
+ *   starts at the top instead of inheriting the outgoing sub-tab's offset
+ *   (which would land the user at a meaningless row index against a
+ *   completely different list).
  * - Intentionally NOT captured (left in place on `autoCat` and inherited by
  *   the incoming sub-tab):
  *     - `uiState.searchString`, `uiState.sortKey`, `uiState.sortOrder`,
- *       `uiState.scrollPosition`, `uiState.nodeCollapseState`,
- *       `uiState.limit` — search and sort are user-applied preferences that
- *       persist across sub-tabs by design (a search query stays active when
- *       the user toggles between Manual / AI Accountant).
+ *       `uiState.nodeCollapseState`, `uiState.limit` — search and sort are
+ *       user-applied preferences that persist across sub-tabs by design (a
+ *       search query stays active when the user toggles between Manual / AI
+ *       Accountant).
  *     - `selectedCheckBoxTransactionIds` — selection state is intentionally
  *       cleared at the action source (the fetch epic / save flow), not
  *       by the snapshot path. Carrying selection across sub-tabs is safe
@@ -107,6 +112,7 @@ function snapshotAutoCategorizedTab(autoCat) {
         error: autoCat.error,
         fetchState: normalisedFetchState,
         pageToken: autoCat.uiState.pageToken,
+        scrollPosition: autoCat.uiState.scrollPosition,
         totalCount: { ...autoCat.uiState.totalCount },
         transactionIdsBySelectedPeriod,
     };
@@ -343,6 +349,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 if (cached != null) {
                     autoCat.uiState.pageToken = cached.pageToken;
                     autoCat.uiState.totalCount = { ...cached.totalCount };
+                    autoCat.uiState.scrollPosition = cached.scrollPosition;
                     autoCat.transactionIdsBySelectedPeriod = {
                         ...cached.transactionIdsBySelectedPeriod,
                     };
@@ -353,9 +360,15 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     // Sub-tab has never been visited — clear the active slot so the
                     // view-epic's `fetchState === 'Not-Started' || transactionIds.length
                     // === 0` cache check falls through and triggers a fresh page-1
-                    // fetch for the new dataset.
+                    // fetch for the new dataset. `scrollPosition` is reset to the top
+                    // so the incoming list isn't anchored to the outgoing sub-tab's
+                    // offset (different rows → previous offset is meaningless).
                     autoCat.uiState.pageToken = null;
                     autoCat.uiState.totalCount = {};
+                    autoCat.uiState.scrollPosition = {
+                        scrollTop: 0,
+                        scrollLeft: undefined,
+                    };
                     autoCat.transactionIdsBySelectedPeriod = {};
                     autoCat.fetchState = 'Not-Started';
                     autoCat.error = undefined;
@@ -414,12 +427,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                        selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...draft.transactionCategorizationView[selectedTab]
-                                .selectedCheckBoxTransactionIds,
+                            ...selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -502,9 +512,26 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
+                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    // Release the per-line fetch flag for every line this fetch
+                    // covered. Done in-place on the freshly returned local data
+                    // (the helper produces a new mutable object), before we write
+                    // it back to the draft.
+                    lineIds.forEach((lineId) => {
+                        const lineItem = newLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            newLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
                     draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                         transactionId: transaction.id,
-                        transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
+                        transactionReviewLocalData: newLocalData,
                     };
                     // Mark transaction as dirty (autofill happened)
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -517,6 +544,99 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
         },
+        // Start arm of the line-update recommendations fetch. Flips covered
+        // lines to In-Progress AND removes the transaction from
+        // selectedCheckBoxTransactionIds — the row is unchecked + disabled
+        // until either the success arm (recheck if limit allows) or the
+        // failure arm releases the per-line flag.
+        markCategoryClassRecommendationsInProgressForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const tab = draft.transactionCategorizationView[selectedTab];
+                const transactionLocalData = (0, get_1.default)(tab.transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'In-Progress',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+                // Uncheck on fetch start: the row's existing category/class are
+                // stale after a payee change, so we drop the auto-selection until
+                // fresh recommendations land.
+                if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
+                    tab.selectedCheckBoxTransactionIds =
+                        tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Completed arm. Used by the epic when the HTTP call succeeds but the
+        // server returned no per-line recommendations — we still need to
+        // release the In-Progress flag so the skeleton resolves. Successful
+        // responses with recommendations go through
+        // setEntityRecommendationForLineIdsForCategorization instead (which
+        // also flips the lines to Completed).
+        markCategoryClassRecommendationsCompletedForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Failure arm. Flips covered lines to Error so the skeleton resolves
+        // and downstream UI can react to the failure. The transaction stays
+        // unchecked from the start-arm action.
+        markCategoryClassRecommendationsFailureForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds, error } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Error',
+                                    error,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds, error) {
+                return { payload: { selectedTab, transactionId, lineIds, error } };
+            },
+        },
         fetchTransactionCategorizationSuccess(draft, action) {
             const { selectedTab, refreshViewInBackground } = action.payload;
             if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -612,9 +732,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -688,9 +806,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -923,5 +1039,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -20,6 +20,8 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
+    inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**

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

@@ -1,3 +1,6 @@
+import { ID } from '../../../commonStateTypes/common';
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
+export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
+export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,7 +3,9 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
+const toolkit_1 = require("@reduxjs/toolkit");
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -14,6 +16,29 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+// Per-transaction "any line is fetching category/class recommendations?"
+// map for the active categorization tab. Memoized on the active tab's
+// transactionReviewLocalDataById reference, so steady state (no fetches
+// in flight) recomputes only when local data changes — and the row-table
+// can read a single map lookup per row instead of re-iterating the
+// row's lineItemById in the render path.
+exports.getCategorizationInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState
+    .selectedTransactionCategorizationTab, (state) => state.expenseAutomationTransactionsViewState
+    .transactionCategorizationView, (selectedTab, transactionCategorizationView) => {
+    const tab = transactionCategorizationView[selectedTab];
+    const result = {};
+    for (const [transactionId, data] of Object.entries(tab.transactionReviewLocalDataById)) {
+        const lineItems = Object.values(data.transactionReviewLocalData.lineItemById);
+        if (lineItems.some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+            'In-Progress')) {
+            result[transactionId] = true;
+        }
+    }
+    return result;
+});
+// Page-level "any line on the active tab is in flight?" flag. Drives the
+// list-page Save disable.
+exports.getCategorizationHasInFlightRecommendations = (0, toolkit_1.createSelector)(exports.getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
@@ -109,6 +134,8 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -122,6 +149,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,

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

@@ -48,6 +48,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     transactionId: ID;
     account?: AccountBase;
     categorizationStatus?: CategorizationStatusType;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     item?: ProductOrService;
@@ -112,11 +113,16 @@ export interface TransactionsTabViewState extends FetchedState {
  * (mirrors parent-tab caching). The snapshot is period-spanning — both the
  * `totalCount` map and `transactionIdsBySelectedPeriod` map preserve every
  * period the user has paged through under that sub-tab.
+ *
+ * `scrollPosition` is captured per sub-tab so revisiting a sub-tab restores
+ * the user's last scroll offset; switching to a fresh / never-visited sub-tab
+ * starts at the top instead of inheriting the previous sub-tab's offset.
  */
 export interface AutoCategorizedSubTabSnapshot {
     error: ZeniAPIStatus | undefined;
     fetchState: FetchState;
     pageToken: PageToken;
+    scrollPosition: TransactionsViewUIState['scrollPosition'];
     totalCount: Record<MonthYearPeriodId, number>;
     transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;
 }

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

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization } from '../expenseAutomationView/reducers/transactionsViewReducer';
+import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail } from '../transactionDetail/transactionDetailReducer';
+import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
+export type ActionType = ReturnType<typeof fetchEntityRecommendationsForLineUpdate> | ReturnType<typeof markCategoryClassRecommendationsInProgressForCategorization> | ReturnType<typeof markCategoryClassRecommendationsCompletedForCategorization> | ReturnType<typeof markCategoryClassRecommendationsFailureForCategorization> | ReturnType<typeof markCategoryClassRecommendationsInProgressForTransactionDetail> | ReturnType<typeof markCategoryClassRecommendationsCompletedForTransactionDetail> | ReturnType<typeof markCategoryClassRecommendationsFailureForTransactionDetail> | ReturnType<typeof setEntityRecommendationForLineIdsForCategorization> | ReturnType<typeof setEntityRecommendationForLineIdsForTransactionDetail>;
+export declare const fetchEntityRecommendationsForLineUpdateEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -0,0 +1,82 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchEntityRecommendationsForLineUpdateEpic = 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 accountListSelector_1 = require("../accountList/accountListSelector");
+const transactionsViewReducer_1 = require("../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailReducer_1 = require("../transactionDetail/transactionDetailReducer");
+const recommendationHelper_1 = require("./recommendationHelper");
+const recommendationReducer_1 = require("./recommendationReducer");
+// Close the per-target groupBy bucket after this much idle time so inactive
+// groups don't accumulate forever (each group holds a Subject + a chain of
+// active subscribers; without a duration selector groupBy retains them for
+// the lifetime of the source observable, which is the lifetime of the app).
+// Picked at 60s to leave a generous window for re-fetches on the same
+// payee/transaction/line target while still bounding memory.
+const GROUP_INACTIVITY_TIMEOUT_MS = 60000;
+// Build the groupBy key. Same flow + same transaction + same line set
+// share a target so switchMap can cancel an in-flight prior fetch. Use
+// NUL (\u0000) as separator because it can never appear in transaction
+// or line ids (vs the `|` used in an earlier WIP which collides with
+// pipe-delimited synthetic ids).
+const SEPARATOR = '\u0000';
+const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR}${transactionId}${SEPARATOR}${[...lineIds]
+    .sort((a, b) => a.localeCompare(b))
+    .join(SEPARATOR)}`;
+// Targeted recommendations fetch that drives the per-line skeleton, the
+// list-page row-checkbox uncheck/recheck, and the page-level Save
+// disable.
+//
+// Concurrency model:
+//   - groupBy by (flowType, transactionId, sorted lineIds) so distinct
+//     targets run in parallel.
+//   - inside each group, switchMap so a re-fetch on the SAME target
+//     cancels any prior in-flight request for that target.
+//   - groupBy duration selector closes idle groups to bound memory.
+const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.fetchEntityRecommendationsForLineUpdate.match), (0, operators_1.groupBy)((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe((0, operators_1.debounce)(() => (0, rxjs_1.timer)(GROUP_INACTIVITY_TIMEOUT_MS)))), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
+    const { entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionId, transaction, lineIds } = transactionDetails;
+    // Synchronously emit the start arm so the per-line skeleton +
+    // row uncheck happen before the HTTP request begins.
+    const startAction = flowType === 'categorization' && selectedTab != null
+        ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsInProgressForCategorization)(selectedTab, transactionId, lineIds)
+        : (0, transactionDetailReducer_1.markCategoryClassRecommendationsInProgressForTransactionDetail)(transactionId, lineIds);
+    const url = (0, recommendationHelper_1.buildRecommendationUrl)(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT === true);
+    const httpStream$ = zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(selectedTab, transactionId, lineIds, response.status)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, response.status));
+        }
+        const recommendationWithCOTByLineId = (0, recommendationHelper_1.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT)(response.data.recommendations, lineIds);
+        // HTTP 200 with no per-line recommendations: NOT an error.
+        // Flip lines to Completed so the skeleton resolves and
+        // downstream UI can treat this as "we tried, nothing to
+        // apply".
+        if (recommendationWithCOTByLineId == null) {
+            return (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsCompletedForCategorization)(selectedTab, transactionId, lineIds)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsCompletedForTransactionDetail)(transactionId, lineIds));
+        }
+        const transactionWithCOT = isFetchCOT === true
+            ? (0, transactionHelper_1.getTransactionWithCOTFromRecommendations)(transaction, recommendationWithCOTByLineId)
+            : (0, transactionHelper_1.getTransactionWithCOT)(transaction);
+        const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
+        if (flowType === 'categorization' && selectedTab != null) {
+            return (0, rxjs_1.of)((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
+        }
+        return (0, rxjs_1.of)((0, transactionDetailReducer_1.setEntityRecommendationForLineIdsForTransactionDetail)(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+        ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(selectedTab, transactionId, lineIds, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetchEntityRecommendationsForLineUpdate failed: ' +
+            JSON.stringify(error)))
+        : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetchEntityRecommendationsForLineUpdate failed: ' +
+            JSON.stringify(error))))));
+    return (0, rxjs_1.concat)((0, rxjs_1.of)(startAction), httpStream$);
+}))));
+exports.fetchEntityRecommendationsForLineUpdateEpic = fetchEntityRecommendationsForLineUpdateEpic;

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

@@ -1,8 +1,17 @@
 import { RecommendationPayload, RecommendationPayloadWithCOT } from '../../commonPayloadTypes/recommendationPayload';
 import { ID } from '../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../commonStateTypes/recommendationBase';
+import { Entity } from '../../entity/genericEntity/entity';
 import { RecommendationByLineId, RecommendationWithCOTByLineId } from '../../entity/transaction/stateTypes/transaction';
+import { SupportedTransaction } from '../../entity/transaction/transactionState';
 export declare const getRecommendationFromRecommendationPayload: (payload: RecommendationPayload[]) => Recommendation[] | undefined;
 export declare const getRecommendationByLineIdFromRecommendationPayload: (recommendationPayload: RecommendationPayload[], lineIds: ID[]) => RecommendationByLineId | undefined;
 export declare const getRecommendationWithCOTFromRecommendationPayloadWithCOT: (payload: RecommendationPayloadWithCOT[]) => RecommendationWithCOT[] | undefined;
+export declare const buildRecommendationUrl: (accountMicroServiceBaseUrl: string, entity: Entity, amount: number, transactionDetails: {
+    lineIds: ID[];
+    transaction: SupportedTransaction;
+    transactionId: {
+        id: string;
+    };
+}, isFetchCOT: boolean) => string;
 export declare const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT: (recommendationPayload: RecommendationPayloadWithCOT[], lineIds: ID[]) => RecommendationWithCOTByLineId | undefined;

package/lib/view/recommendation/recommendationHelper.js

@@ -1,7 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
+exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.buildRecommendationUrl = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
 const transactionPayload_1 = require("../../entity/transaction/payloadTypes/transactionPayload");
+const transactionDetailState_1 = require("../transactionDetail/transactionDetailState");
 const getRecommendationFromRecommendationPayload = (payload) => {
     if (payload == null || payload.length === 0) {
         return undefined;
@@ -43,6 +44,35 @@ const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload) => {
     return recommendations;
 };
 exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = getRecommendationWithCOTFromRecommendationPayloadWithCOT;
+// Pluralized URL segment for entity types. Mirrors the legacy
+// fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
+const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
+// Build the recommendations URL for a single entity + transaction target.
+// Centralizes the URL shape so the legacy
+// fetchEntityRecommendationsByTransactionIdEpic and the new
+// fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
+const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
+    const entityQuery = {
+        entity_name: entity.name,
+        entity_type: entity.type,
+    };
+    // Entity-id-null case: server expects entity_name / entity_type query
+    // instead of the {entityType}/{qboId}/recommendations path.
+    if (entity.qboId === entity.name) {
+        return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
+    }
+    const query = {
+        amount,
+        transaction_id: (0, transactionDetailState_1.getActualTransactionID)(transactionDetails.transactionId.id),
+        transaction_type: transactionDetails.transaction.type,
+        line_ids: transactionDetails.lineIds,
+    };
+    if (isFetchCOT === true) {
+        query.include_cot = true;
+    }
+    return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
+};
+exports.buildRecommendationUrl = buildRecommendationUrl;
 const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
     if (recommendationPayload.length === 0) {
         return undefined;