@zeniai/client-epic-state 5.0.65-betaML2 → 5.0.65-betaRR2

package/lib/esm/index.js

@@ -167,7 +167,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -232,7 +232,7 @@ import { getProfitAndLossClassesView } from './view/profitAndLossClassesView/pro
 import { isPandLReportViewCalculatedSectionID, isPandLReportViewSectionID, } from './view/profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
 import { clearProfitAndLossProjectView, fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectView, resetProfitAndLossProjectNodeCollapseState, updateProfitAndLossProjectViewUIState, updateProjectViewAccountViewMode, updateProjectsToFilterOut, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
+import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
 import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -379,7 +379,7 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
 import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
@@ -445,7 +445,7 @@ export {
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
@@ -498,7 +498,7 @@ export { isTransferTransaction };
 export { getSupportedTransactionById, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
+export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
 export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { getTransactionListByEntity };
 export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -578,7 +578,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
+export { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };
@@ -637,7 +637,21 @@ export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoVie
 export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
 export { setNewSession, setSessions, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, } from './entity/aiCfo/aiCfoSelector';
-export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
+export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
+// ── Card Policy (shared between manual + AI-driven flows) ────────────
+export { clearPolicyDocumentExtraction, extractPolicyDocument, fetchCardPolicyMccCategories, fetchCardPolicyVendorOptions, removeCardPolicyTemplate, updateCardPolicyMccCategories, updateCardPolicyMccCategoriesFailure, updateCardPolicyStats, updateCardPolicyTemplates, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, updateCreatedCardPolicyTemplate, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess, clearCardPolicy, } from './entity/cardPolicy/cardPolicyReducer';
+export { getAllCardPolicyTemplates, getCardPolicyMccCategories, getCardPolicyMccCategoriesError, getCardPolicyMccCategoriesFetchState, getCardPolicyStats, getCardPolicySuggestedAllowCategories, getCardPolicySuggestedAllowMerchants, getCardPolicySuggestedBlockCategories, getCardPolicySuggestedBlockMerchants, getCardPolicyTemplateById, getCardPolicyTemplatesByIds, getCardPolicyVendorSearchFetchState, getCardPolicyVendorSearchOptions, getCardPolicyVendorSearchString, getExtractedCardPolicyRules, getPolicyDocumentExtractionError, getPolicyDocumentExtractionFetchState, getUploadedPolicyDocumentFileName, } from './entity/cardPolicy/cardPolicySelector';
+export { ALL_CARD_POLICY_TEMPLATE_MODES, ALL_CARD_POLICY_TEMPLATE_STATUSES, toCardPolicyTemplateMode, toCardPolicyTemplateStatus, } from './entity/cardPolicy/cardPolicyState';
+export { toCardPolicyEditFormDraft, toCardPolicyStats, toCardPolicyTemplate, toCardPolicyTemplateList, toCardPolicyVendorSearchOption, toCreateCardPolicyTemplateRequestBody, toExtractedCardPolicyRules, toUpdateCardPolicyTemplateRequestBody, } from './entity/cardPolicy/cardPolicyPayload';
+// Create flow (manual)
+export { createCardPolicyTemplate, updateCreateCardPolicyTemplateRequestState, clearCreateCardPolicy, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
+export { getCreateCardPolicyTemplateRequestState, getLastCreatedCardPolicyTemplateId, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector';
+// List
+export { archiveCardPolicy, clearCardPolicyList, fetchCardPolicyList, updateArchiveCardPolicyFetchStatus, updateCardPolicyListFetchStatus, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+export { getArchiveCardPolicyFetchState, getCardPolicyListFetchState, getCardPolicyListView, getCardPolicyTemplateIds, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector';
+// Detail (edit-only)
+export { clearCardPolicyDetail, fetchCardPolicyDetail, updateCardPolicy, updateCardPolicyDetailFetchStatus, updateCardPolicyFetchStatus, updateCardPolicyFormDraft, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+export { getCardPolicyDetailFetchState, getCardPolicyDetailView, getCardPolicyFormDraft, getUpdateCardPolicyFetchState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector';
 export { fetchTreasuryOverviewDetail, fetchTreasuryTransactionList, updateTreasuryTransactionListUIState, } from './view/spendManagement/treasury/treasuryList/treasuryDetailReducer';
 export { getTreasuryDetail, } from './view/spendManagement/treasury/treasuryList/treasuryDetailSelector';
 export { executeTreasuryTransferMoney, updateTreasuryTransferMoneyLocalData, clearTreasuryTransferMoney, } from './view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyReducer';

package/lib/esm/reducer.js

@@ -12,6 +12,7 @@ import billTransaction, { initialState as initialBillTransactionState, } from '.
 import contact, { initialState as initialContactState, } from './entity/billPay/contact/contactReducer';
 import recurringBill, { initialState as initialRecurringBillState, } from './entity/billPay/recurringBills/recurringBillsReducer';
 import cardPayment, { initialState as initialCardPaymentState, } from './entity/cardPayment/cardPaymentReducer';
+import cardPolicy, { initialState as initialCardPolicyState, } from './entity/cardPolicy/cardPolicyReducer';
 import chargeCard, { initialState as initialChargeCardState, } from './entity/chargeCard/chargeCardReducer';
 import chargeCardRepayment, { initialState as initialChargeCardRepaymentState, } from './entity/chargeCardRepayment/chargeCardRepaymentReducer';
 import chargeCardTransaction, { initialState as initialChargeCardTransactionState, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
@@ -84,6 +85,9 @@ import bankAccountView, { initialState as initialBankAccountView, } from './view
 import billPayCard, { initialState as initialBillPayCardState, } from './view/billPayCard/billPayCardReducer';
 import cardBalance, { initialState as initialCardBalanceState, } from './view/cardBalance/cardBalanceReducer';
 import cardPaymentView, { initialState as initialCardPaymentViewState, } from './view/cardPayment/cardPaymentViewReducer';
+import cardPolicyDetail, { initialState as initialCardPolicyDetailState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import cardPolicyList, { initialState as initialCardPolicyListState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import createCardPolicy, { initialState as initialCreateCardPolicyState, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import cashBalance, { initialState as initialCashBalanceState, } from './view/cashBalance/cashBalanceReducer';
 import cashFlow, { initialState as initialCashFlowState, } from './view/cashFlow/cashFlowReducer';
 import cashInCashOut, { initialState as initialCashInCashOutState, } from './view/cashInCashOut/cashInCashOutReducer';
@@ -237,6 +241,7 @@ const initialEntitiesState = {
     bankAccountState: initialBankAccountState,
     billTransactionState: initialBillTransactionState,
     cardPaymentState: initialCardPaymentState,
+    cardPolicyState: initialCardPolicyState,
     chargeCardState: initialChargeCardState,
     chargeCardRepaymentState: initialChargeCardRepaymentState,
     chargeCardTransactionState: initialChargeCardTransactionState,
@@ -321,6 +326,8 @@ const initialViewsState = {
     billsBulkActionViewState: initialBillsBulkActionViewState,
     cardBalanceState: initialCardBalanceState,
     cardPaymentViewState: initialCardPaymentViewState,
+    cardPolicyDetailState: initialCardPolicyDetailState,
+    cardPolicyListState: initialCardPolicyListState,
     cardUserOnboardingState: initialCardUserOnboardingState,
     cashbackDetailState: initialCashbackDetailState,
     cashBalanceState: initialCashBalanceState,
@@ -344,6 +351,7 @@ const initialViewsState = {
     companyTaskManagerViewState: initialCompanyTaskManagerViewState,
     companyViewState: initialCompanyViewState,
     countryListState: initialCountryListState,
+    createCardPolicyState: initialCreateCardPolicyState,
     creditAgentEntityState: initialCreditAgentEntityState,
     creditAgentViewState: initialCreditAgentViewState,
     dashboardLayoutState: initialDashboardLayoutState,
@@ -473,6 +481,7 @@ const entityReducers = {
     billPayConfigState: billPayConfig,
     billTransactionState: billTransaction,
     cardPaymentState: cardPayment,
+    cardPolicyState: cardPolicy,
     chargeCardState: chargeCard,
     chargeCardRepaymentState: chargeCardRepayment,
     chargeCardTransactionState: chargeCardTransaction,
@@ -556,6 +565,8 @@ const viewReducers = {
     billsBulkActionViewState: billsBulkActionView,
     cardBalanceState: cardBalance,
     cardPaymentViewState: cardPaymentView,
+    cardPolicyDetailState: cardPolicyDetail,
+    cardPolicyListState: cardPolicyList,
     cardUserOnboardingState: cardUserOnboarding,
     cashbackDetailState: cashbackDetail,
     cashBalanceState: cashBalance,
@@ -579,6 +590,7 @@ const viewReducers = {
     companyTaskManagerViewState: companyTaskManagerView,
     companyViewState: companyView,
     countryListState: countryList,
+    createCardPolicyState: createCardPolicy,
     creditAgentEntityState: creditAgentEntity,
     creditAgentViewState: creditAgentView,
     dashboardState: dashboard,

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

@@ -59,22 +59,6 @@ export const filterAutoTabLineItems = (tabView, transactionId, updatedTransactio
     }
 };
 export const 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).
-export const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
-    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
-        return false;
-    }
-    if (selectedCheckBoxTransactionIds.length >= MAX_SELECTION_LIMIT) {
-        return false;
-    }
-    return checkIfAllLineItemsAreCategoryClassFilled(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-};
 export const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -560,14 +544,10 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
         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 (!checkIfAllLineItemsAreCategoryClassFilled(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (shouldAutoSelectAndAdd(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -3,7 +3,7 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
-import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
+import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
 export const initialTransactionTabViewState = {
     saveStatus: {
@@ -420,9 +420,12 @@ const expenseAutomationTransactionsView = createSlice({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                        checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                        selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...selectedCheckBoxTransactionIds,
+                            ...draft.transactionCategorizationView[selectedTab]
+                                .selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -505,26 +508,9 @@ const expenseAutomationTransactionsView = createSlice({
                 const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = 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: newLocalData,
+                        transactionReviewLocalData: setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
                     };
                     // Mark transaction as dirty (autofill happened)
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -537,99 +523,6 @@ const expenseAutomationTransactionsView = 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 = recordGet(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 = recordGet(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 = recordGet(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 ===
@@ -725,7 +618,9 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -799,7 +694,9 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -1032,5 +929,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -1,4 +1,3 @@
-import { createSelector } from '@reduxjs/toolkit';
 import omit from 'lodash/omit';
 import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -9,29 +8,6 @@ import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../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.
-export const getCategorizationInFlightRecommendationsByTransactionId = 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.
-export const getCategorizationHasInFlightRecommendations = createSelector(getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
 export function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
@@ -127,8 +103,6 @@ export function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const inFlightCategoryClassRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId(state);
-    const hasInFlightCategoryClassRecommendations = getCategorizationHasInFlightRecommendations(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -142,8 +116,6 @@ export function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        hasInFlightCategoryClassRecommendations,
-        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,

package/lib/esm/view/recommendation/recommendationHelper.js

@@ -1,5 +1,4 @@
 import { transformRecommendation, transformRecommendationWithCOT, } from '../../entity/transaction/payloadTypes/transactionPayload';
-import { getActualTransactionID } from '../transactionDetail/transactionDetailState';
 export const getRecommendationFromRecommendationPayload = (payload) => {
     if (payload == null || payload.length === 0) {
         return undefined;
@@ -38,34 +37,6 @@ export const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload
     });
     return recommendations;
 };
-// Pluralized URL segment for entity types. Mirrors the legacy
-// fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
-const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
-// Build the recommendations URL for a single entity + transaction target.
-// Centralizes the URL shape so the legacy
-// fetchEntityRecommendationsByTransactionIdEpic and the new
-// fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
-export const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
-    const entityQuery = {
-        entity_name: entity.name,
-        entity_type: entity.type,
-    };
-    // Entity-id-null case: server expects entity_name / entity_type query
-    // instead of the {entityType}/{qboId}/recommendations path.
-    if (entity.qboId === entity.name) {
-        return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
-    }
-    const query = {
-        amount,
-        transaction_id: getActualTransactionID(transactionDetails.transactionId.id),
-        transaction_type: transactionDetails.transaction.type,
-        line_ids: transactionDetails.lineIds,
-    };
-    if (isFetchCOT === true) {
-        query.include_cot = true;
-    }
-    return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
-};
 export const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
     if (recommendationPayload.length === 0) {
         return undefined;

package/lib/esm/view/recommendation/recommendationReducer.js

@@ -33,41 +33,6 @@ const recommendation = 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 = 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] ??
-                        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;
@@ -146,7 +111,7 @@ const recommendation = createSlice({
         },
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js

@@ -0,0 +1,70 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialState = {
+    detailTemplateId: undefined,
+    detailFetchState: { fetchState: 'Not-Started', error: undefined },
+    updateFetchState: { fetchState: 'Not-Started', error: undefined },
+    formDraft: undefined,
+};
+const cardPolicyDetail = createSlice({
+    name: 'cardPolicyDetail',
+    initialState,
+    reducers: {
+        /**
+         * Kick off the `GET /cards/1.0/policy-templates/{id}` request. The
+         * accompanying epic dispatches `updateCreatedCardPolicyTemplate` on
+         * the entity slice + `updateCardPolicyFormDraft` (seeded from the
+         * template) + `updateCardPolicyDetailFetchStatus` here.
+         */
+        fetchCardPolicyDetail: {
+            reducer(draft, action) {
+                draft.detailTemplateId = action.payload;
+                draft.detailFetchState.fetchState = 'In-Progress';
+                draft.detailFetchState.error = undefined;
+                // Reset the draft so a stale form from a previous template
+                // doesn't leak into the new edit session.
+                draft.formDraft = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyDetailFetchStatus(draft, action) {
+            draft.detailFetchState.fetchState = action.payload.fetchState;
+            draft.detailFetchState.error = action.payload.error;
+        },
+        /**
+         * Replace (or seed) the local edit-form draft. Dispatched by the
+         * detail-fetch epic with the camelCased values pulled from the
+         * fetched template, and by the edit page itself as the user types.
+         */
+        updateCardPolicyFormDraft(draft, action) {
+            draft.formDraft = action.payload;
+        },
+        /**
+         * Kick off the `PUT /cards/1.0/policy-templates/{id}` save. The
+         * epic reads the current `formDraft` from state, posts the wire
+         * body, then dispatches `updateCreatedCardPolicyTemplate` (entity)
+         * + `updateCardPolicyFetchStatus({fetchState: 'Completed'})` here.
+         */
+        updateCardPolicy: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.updateFetchState.fetchState = 'In-Progress';
+                draft.updateFetchState.error = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyFetchStatus(draft, action) {
+            draft.updateFetchState.fetchState = action.payload.fetchState;
+            draft.updateFetchState.error = action.payload.error;
+        },
+        clearCardPolicyDetail(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchCardPolicyDetail, updateCardPolicyDetailFetchStatus, updateCardPolicyFormDraft, updateCardPolicy, updateCardPolicyFetchStatus, clearCardPolicyDetail, } = cardPolicyDetail.actions;
+export default cardPolicyDetail.reducer;