@zeniai/client-epic-state 5.0.69-betaML1 → 5.0.69-betaML12

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

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

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

@@ -157,20 +157,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
-    selectedTab: "review" | "autoCategorized";
-    transactionId: TransactionID;
-    lineIds: string[];
-    error: ZeniAPIStatus<Record<string, unknown>>;
-}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;
@@ -183,7 +170,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     period: TimePeriod;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
+}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
+    transactionId: string;
+}, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     fetchStatus: FetchStateAndError;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -12,6 +12,7 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
 const completedSubTab_1 = require("../types/completedSubTab");
+const transactionsViewState_1 = require("../types/transactionsViewState");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -427,9 +428,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                        (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                        selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
+                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...selectedCheckBoxTransactionIds,
+                            ...draft.transactionCategorizationView[selectedTab]
+                                .selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -512,26 +516,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
-                    // Release the per-line fetch flag for every line this fetch
-                    // covered. Done in-place on the freshly returned local data
-                    // (the helper produces a new mutable object), before we write
-                    // it back to the draft.
-                    lineIds.forEach((lineId) => {
-                        const lineItem = newLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            newLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Completed',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
                     draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                         transactionId: transaction.id,
-                        transactionReviewLocalData: newLocalData,
+                        transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.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)) {
@@ -544,99 +531,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
         },
-        // Start arm of the line-update recommendations fetch. Flips covered
-        // lines to In-Progress AND removes the transaction from
-        // selectedCheckBoxTransactionIds — the row is unchecked + disabled
-        // until either the success arm (recheck if limit allows) or the
-        // failure arm releases the per-line flag.
-        markCategoryClassRecommendationsInProgressForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds } = action.payload;
-                const tab = draft.transactionCategorizationView[selectedTab];
-                const transactionLocalData = (0, get_1.default)(tab.transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'In-Progress',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
-                }
-                // Uncheck on fetch start: the row's existing category/class are
-                // stale after a payee change, so we drop the auto-selection until
-                // fresh recommendations land.
-                if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
-                    tab.selectedCheckBoxTransactionIds =
-                        tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds) {
-                return { payload: { selectedTab, transactionId, lineIds } };
-            },
-        },
-        // Completed arm. Used by the epic when the HTTP call succeeds but the
-        // server returned no per-line recommendations — we still need to
-        // release the In-Progress flag so the skeleton resolves. Successful
-        // responses with recommendations go through
-        // setEntityRecommendationForLineIdsForCategorization instead (which
-        // also flips the lines to Completed).
-        markCategoryClassRecommendationsCompletedForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds } = action.payload;
-                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
-                    .transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Completed',
-                                    error: undefined,
-                                },
-                            };
-                        }
-                    });
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds) {
-                return { payload: { selectedTab, transactionId, lineIds } };
-            },
-        },
-        // Failure arm. Flips covered lines to Error so the skeleton resolves
-        // and downstream UI can react to the failure. The transaction stays
-        // unchecked from the start-arm action.
-        markCategoryClassRecommendationsFailureForCategorization: {
-            reducer(draft, action) {
-                const { selectedTab, transactionId, lineIds, error } = action.payload;
-                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
-                    .transactionReviewLocalDataById, transactionId.id, undefined);
-                if (transactionLocalData != null) {
-                    lineIds.forEach((lineId) => {
-                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
-                        if (lineItem != null) {
-                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
-                                ...lineItem,
-                                categoryClassRecommendationsFetchState: {
-                                    fetchState: 'Error',
-                                    error,
-                                },
-                            };
-                        }
-                    });
-                }
-            },
-            prepare(selectedTab, transactionId, lineIds, error) {
-                return { payload: { selectedTab, transactionId, lineIds, error } };
-            },
-        },
         fetchTransactionCategorizationSuccess(draft, action) {
             const { selectedTab, refreshViewInBackground } = action.payload;
             if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -732,7 +626,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -806,7 +702,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
+                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
+                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -1037,7 +935,18 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        removeTransactionFromAllTabs: {
+            prepare(transactionId) {
+                return { payload: { transactionId } };
+            },
+            reducer(draft, action) {
+                const { transactionId } = action.payload;
+                for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
+                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
+                }
+            },
+        },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -1,6 +1,6 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
@@ -19,9 +19,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
+    createTransferEntryStatus: FetchState;
+    creditCardTransferAccountsList: AccountBase[];
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
-    hasInFlightCategoryClassRecommendations: boolean;
-    inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**
@@ -45,6 +45,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];
     transactions: SupportedTransactionWithCOT[];
+    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     uploadReceiptStatusById: Record<ID, FetchStateAndError>;

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

@@ -1,6 +1,4 @@
-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 { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,9 +3,8 @@ 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.getLastTransferEntryReplacement = 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");
@@ -14,33 +13,15 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
+const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 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);
+// Re-exported here for back-compat. New code should import from
+// `view/createTransferEntry/createTransferEntrySelector`.
+var createTransferEntrySelector_2 = require("../../createTransferEntry/createTransferEntrySelector");
+Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     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');
@@ -134,8 +115,7 @@ 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);
+    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -149,8 +129,6 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
-        hasInFlightCategoryClassRecommendations,
-        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,
@@ -158,6 +136,7 @@ function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -165,6 +144,8 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

@@ -48,7 +48,6 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     transactionId: ID;
     account?: AccountBase;
     categorizationStatus?: CategorizationStatusType;
-    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     item?: ProductOrService;

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     firstMonthOfFY: Month;
     maxNumOfPeriodsToHighlight: number;
     thisPeriod: TimeframeTick;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     additionalBalances: COABalanceType[];
     coaBalances: COABalance[];
     firstMonthOfFY: Month;

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts" | undefined], {
     merchantId: string | undefined;
-    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined;
+    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

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

@@ -1,17 +1,8 @@
 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

@@ -1,8 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.buildRecommendationUrl = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
+exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = 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;
@@ -44,35 +43,6 @@ 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

@@ -5,7 +5,6 @@ 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[];
@@ -23,23 +22,7 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
     isTransactionCategorizationFlow: any;
     isFetchCOT: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "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], {
+}, "recommendation/fetchEntityRecommendationsByTransactionId", 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], {