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

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

@@ -2,7 +2,8 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { SupportedTransaction } from '../../../entity/transaction/transactionState';
-import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, CompletedSubTab, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
+import type { CompletedSubTab } from '../types/completedSubTab';
+import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
 export interface CompletedTransactionsSelectorData {
     fetchState: FetchStateAndError;
     nextPageToken: string | null;

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

@@ -7,6 +7,7 @@ import { ClassBase } from '../../../entity/class/classState';
 import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { ProjectListSelectorView } from '../../projectList/projectListSelector';
+import { CompletedSubTab } from '../types/completedSubTab';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -19,12 +20,27 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
+    inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
+    /**
+     * Parent tab badge counts, sourced from the listing response's
+     * `parent_tab_total_count`. Used exclusively to drive the navbar / tab
+     * strip badge labels — every other count consumer (pagination, in-list
+     * "showing X of Y", save flows) keeps reading {@link totalCountByTab}.
+     */
+    parentTabTotalCountByTab: Record<TransactionsTab, number>;
     projectList: ProjectListSelectorView;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
+    /**
+     * Per-(sub-)tab counts mirroring `total_count` from the listing response.
+     * Powers pagination via `InfiniteLoader.itemCount`, in-list count copy,
+     * and the `resetTransactionCategorizationLocalData` round-trip.
+     */
     totalCountByTab: Record<TransactionsTab, number>;
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];

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");
@@ -14,9 +16,32 @@ 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 { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
+    const { selectedTransactionCategorizationCompletedSubTab, 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');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -69,10 +94,27 @@ function getExpenseAutomationTransactionView(state) {
         .uiState.totalCount;
     const totalCountByAutoCat = expenseAutomationTransactionsViewState.transactionCategorizationView
         .autoCategorized.uiState.totalCount;
+    // Per-(sub-)tab counts powering pagination, in-list "showing X of Y", and
+    // any save/refresh round-trips. Sourced from `uiState.totalCount` which
+    // mirrors the response's `total_count` for whatever tab/sub-tab the user is
+    // viewing (e.g. only the Manual sub-tab rows for Completed → Manual).
     const totalCountByTab = {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
+    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
+    // listing response and used exclusively by the navbar / tab strip badges.
+    // Independent of which Completed sub-tab is active so the badge stays
+    // stable across sub-tab switches.
+    const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
+    const parentTabTotalCountByTab = {
+        review: monthYearPeriodId != null
+            ? (parentTotalCountByTab.review[monthYearPeriodId] ?? 0)
+            : 0,
+        autoCategorized: monthYearPeriodId != null
+            ? (parentTotalCountByTab.autoCategorized[monthYearPeriodId] ?? 0)
+            : 0,
+    };
     const fetchStateByTab = {
         review: {
             fetchState: expenseAutomationTransactionsViewState.transactionCategorizationView
@@ -92,6 +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,
@@ -105,6 +149,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,
@@ -114,9 +160,11 @@ function getExpenseAutomationTransactionView(state) {
         markAsNotMiscategorizedStatus,
         completionStatus,
         totalCountByTab,
+        parentTabTotalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

@@ -0,0 +1,10 @@
+export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
+export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
+/**
+ * "No sub-tab filter" sentinel — single source of truth for the default
+ * value of {@link CompletedSubTab}. Use this constant in initial slice
+ * state and at any call site that needs to fall back to the parent-tab
+ * listing semantics (review tab requests, manual-search overrides, etc.)
+ * so a future rename of the union doesn't require chasing literals.
+ */
+export declare const DEFAULT_COMPLETED_SUB_TAB: CompletedSubTab;

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

@@ -0,0 +1,21 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.DEFAULT_COMPLETED_SUB_TAB = exports.toCompletedSubTab = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+/**
+ * Sub-tabs that can appear under any "Completed" tab in the Expense Automation
+ * surface (Transaction Categorization Completed and Missing Receipts Completed
+ * both use this exact union). Forwarded verbatim to listing APIs as `sub_tab`
+ * / `match_type`. `'all'` preserves parent-tab semantics on the backend.
+ */
+const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
+const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
+exports.toCompletedSubTab = toCompletedSubTab;
+/**
+ * "No sub-tab filter" sentinel — single source of truth for the default
+ * value of {@link CompletedSubTab}. Use this constant in initial slice
+ * state and at any call site that needs to fall back to the parent-tab
+ * listing semantics (review tab requests, manual-search overrides, etc.)
+ * so a future rename of the union doesn't require chasing literals.
+ */
+exports.DEFAULT_COMPLETED_SUB_TAB = 'all';

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

@@ -1,6 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
@@ -31,8 +32,6 @@ export declare const toBulkUploadResultsTab: (v: string) => "completed" | "unmat
 export type BulkUploadResultsTab = ReturnType<typeof toBulkUploadResultsTab>;
 export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatched" | "missing";
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
-export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
-export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
 export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toBulkUploadSortKey = exports.toMatchSource = exports.toCompletedSubTab = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
+exports.toBulkUploadSortKey = exports.toMatchSource = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
 exports.isUnmatchedTabFileStatus = isUnmatchedTabFileStatus;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const MISSING_RECEIPTS_SORT_KEYS = [
@@ -49,9 +49,6 @@ exports.toBulkUploadResultsTab = toBulkUploadResultsTab;
 const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
 const toMissingReceiptsTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
 exports.toMissingReceiptsTab = toMissingReceiptsTab;
-const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
-const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
-exports.toCompletedSubTab = toCompletedSubTab;
 const MATCH_SOURCES = ['ai', 'manual'];
 const toMatchSource = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MATCH_SOURCES);
 exports.toMatchSource = toMatchSource;

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

@@ -1,5 +1,5 @@
 import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -13,9 +13,11 @@ import { TransactionID } from '../../../entity/transaction/stateTypes/transactio
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { CompletedSubTab } from './completedSubTab';
 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"];
@@ -46,6 +48,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     transactionId: ID;
     account?: AccountBase;
     categorizationStatus?: CategorizationStatusType;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     item?: ProductOrService;
@@ -103,7 +106,44 @@ export interface TransactionsTabViewState extends FetchedState {
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }
+/**
+ * Snapshot of the autoCategorized tab's paginated dataset for a single
+ * Completed sub-tab. Stored in {@link TransactionsViewState.autoCategorizedSubTabCache}
+ * so revisiting an already-loaded sub-tab can short-circuit the fetch epic
+ * (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[]>;
+}
 export type TransactionsViewState = {
+    /**
+     * Per-sub-tab snapshot cache for the Completed (autoCategorized) tab. Keyed
+     * by {@link CompletedSubTab}. Populated as the user navigates between
+     * sub-tabs and consulted on every switch — the active autoCategorized slot
+     * is restored from here when a snapshot exists, otherwise it is reset and
+     * the fetch epic loads page 1 fresh.
+     */
+    autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
+    /**
+     * Period-keyed parent tab counts, scoped per {@link TransactionsTab}.
+     * Sourced from the listing response's `parent_tab_total_count` and used
+     * exclusively to drive the parent tab badges on the UI — every other
+     * count consumer (pagination, sub-tab chips, in-tab "showing X of Y")
+     * keeps reading from {@link TransactionsViewUIState.totalCount}.
+     */
+    parentTotalCountByTab: Record<TransactionsTab, Record<MonthYearPeriodId, number>>;
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
 };

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;

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

@@ -5,6 +5,7 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransaction } from '../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { EntityRecommendationState } from './recommendationState';
+export type RecommendationLineUpdateFlowType = 'categorization' | 'detail';
 export declare const initialState: EntityRecommendationState;
 export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
     lineIds: ID[];
@@ -22,7 +23,23 @@ 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>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
+    lineIds: ID[];
+    transaction: SupportedTransaction;
+    transactionId: TransactionID;
+}, flowType: RecommendationLineUpdateFlowType, selectedTab?: "review" | "autoCategorized" | undefined, isFetchCOT?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+    entity: Entity;
+    amount: number;
+    transactionDetails: {
+        lineIds: ID[];
+        transaction: SupportedTransaction;
+        transactionId: TransactionID;
+    };
+    flowType: RecommendationLineUpdateFlowType;
+    selectedTab: "review" | "autoCategorized" | undefined;
+    isFetchCOT: any;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "recommendation/fetchEntityRecommendationsForLineUpdate", 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.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const recommendationState_1 = require("./recommendationState");
 exports.initialState = {
@@ -37,6 +37,41 @@ const recommendation = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Targeted recommendations fetch fired when the user changes the
+        // payee/customer on a single transaction line (or the JE sibling set
+        // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
+        // which uses groupBy + switchMap to keep fetches for distinct targets
+        // running in parallel while same-target re-fetches still cancel each
+        // other. The flowType discriminator selects the categorization vs
+        // detail slice for the per-line In-Progress / Completed / Error state.
+        fetchEntityRecommendationsForLineUpdate: {
+            reducer(draft, action) {
+                const { entity } = action.payload;
+                const key = (0, recommendationState_1.getEntityRecommendationKey)(entity.type, entity.id);
+                // Unconditional flip to In-Progress; the previous variant only
+                // seeded when missing, which left stale fetchStates when a prior
+                // fetch had already populated the entity entry.
+                draft.recommendationByEntity[key] = {
+                    ...(draft.recommendationByEntity[key] ??
+                        recommendationState_1.initialEntityRecommendationState),
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        entity,
+                        amount,
+                        transactionDetails,
+                        flowType,
+                        selectedTab,
+                        isFetchCOT,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+        },
         fetchRecommendationByEntityName: {
             reducer(draft, action) {
                 const { entityName, entityType } = action.payload;
@@ -115,7 +150,7 @@ const recommendation = (0, toolkit_1.createSlice)({
         },
     },
 });
-_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.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, 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/transactionDetail/transactionDetailReducer.d.ts

@@ -115,7 +115,17 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     amount: number;
     recommendationWithCOTByLineId: RecommendationWithCOTByLineId;
     uncategorizedIncomeExpense: UncategorizedAccounts;
-}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
+}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, markCategoryClassRecommendationsInProgressForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsInProgressForTransactionDetail", never, never>, markCategoryClassRecommendationsCompletedForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsCompletedForTransactionDetail", never, never>, markCategoryClassRecommendationsFailureForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "transactionDetail/markCategoryClassRecommendationsFailureForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
     transactionId: TransactionID;
     transaction: SupportedTransaction;
     lineId: string;