@zeniai/client-epic-state 5.0.69-betaML12 → 5.0.69-betaML2

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "convert_transaction_type" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -182,6 +182,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'treasury_update_portfolio_allocation',
     'send_email_magic_link_to_user',
     'complete_profile_done',
+    'convert_transaction_type',
     'create_transfer_entry',
     'reports_resync',
     'invalid_phone_number',

package/lib/entity/transaction/payloadTypes/transactionPayload.js

@@ -54,26 +54,27 @@ const toTransaction = (payload) => {
         logo: (0, urlPayload_1.toURL)(payload.logo),
         attachments: payload.attachments?.map((attachmentPayload) => (0, attachmentPayload_1.toAttachment)(attachmentPayload)),
         qboId: payload.qbo_id,
-        ...(payload.vendor_id != null && payload.vendor_id !== ''
+        ...(payload.vendor_id !== null && payload.vendor_id !== ''
             ? { vendorId: payload.vendor_id }
             : {}),
-        ...(payload.vendor_name != null && payload.vendor_name !== ''
+        ...(payload.vendor_name !== null && payload.vendor_name !== ''
             ? { vendorName: payload.vendor_name }
             : {}),
-        ...(payload.customer_id != null && payload.customer_id !== ''
+        ...(payload.customer_id !== null && payload.customer_id !== ''
             ? { customerId: payload.customer_id }
             : {}),
-        ...(payload.customer_name != null && payload.customer_name !== ''
+        ...(payload.customer_name !== null && payload.customer_name !== ''
             ? { customerName: payload.customer_name }
             : {}),
-        ...(payload.target_account_id != null && payload.target_account_id !== ''
+        ...(payload.target_account_id !== null && payload.target_account_id !== ''
             ? { targetAccountId: payload.target_account_id }
             : {}),
-        ...(payload.target_account_integration_id != null &&
+        ...(payload.target_account_integration_id !== null &&
             payload.target_account_integration_id !== ''
             ? { targetAccountIntegrationId: payload.target_account_integration_id }
             : {}),
-        ...(payload.target_account_name != null && payload.target_account_name !== ''
+        ...(payload.target_account_name !== null &&
+            payload.target_account_name !== ''
             ? { targetAccountName: payload.target_account_name }
             : {}),
         ...(payload.to_from_account_id != null && payload.to_from_account_id !== ''
@@ -83,7 +84,8 @@ const toTransaction = (payload) => {
             payload.to_from_account_integration_id !== ''
             ? { toFromAccountIntegrationId: payload.to_from_account_integration_id }
             : {}),
-        ...(payload.to_from_account_name != null && payload.to_from_account_name !== ''
+        ...(payload.to_from_account_name != null &&
+            payload.to_from_account_name !== ''
             ? { toFromAccountName: payload.to_from_account_name }
             : {}),
         ...(payload.category_id != null && payload.category_id !== ''
@@ -110,16 +112,6 @@ const toTransaction = (payload) => {
         ...(payload.category_name != null && payload.category_name !== ''
             ? { categoryName: payload.category_name }
             : {}),
-        ...(payload.account_integration_id != null &&
-            payload.account_integration_id !== ''
-            ? { accountIntegrationId: payload.account_integration_id }
-            : {}),
-        ...(payload.qbo_account_id != null && payload.qbo_account_id !== ''
-            ? { qboAccountId: payload.qbo_account_id }
-            : {}),
-        ...(payload.qbo_account_name != null && payload.qbo_account_name !== ''
-            ? { qboAccountName: payload.qbo_account_name }
-            : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)),
         lines,
         account: payloadHasAccountInfo(payload)
@@ -138,6 +130,16 @@ const toTransaction = (payload) => {
         recommendations: (0, exports.getRecommendationsPerLine)(payload.lines, payload.recommendations) ??
             undefined,
         isRecommendedTransaction: payload.is_recommended_transaction,
+        ...(payload.account_integration_id != null &&
+            payload.account_integration_id !== ''
+            ? { accountIntegrationId: payload.account_integration_id }
+            : {}),
+        ...(payload.qbo_account_id != null && payload.qbo_account_id !== ''
+            ? { qboAccountId: payload.qbo_account_id }
+            : {}),
+        ...(payload.qbo_account_name != null && payload.qbo_account_name !== ''
+            ? { qboAccountName: payload.qbo_account_name }
+            : {}),
     };
 };
 exports.toTransaction = toTransaction;

package/lib/epic.d.ts

@@ -128,8 +128,6 @@ import { ActionType as FetchPortfolioActionType } from './view/companyView/epic/
 import { ActionType as FetchSubscriptionActionType } from './view/companyView/epic/fetchSubscriptionViewEpic';
 import { ActionType as FetchZeniUsersActionType } from './view/companyView/epic/fetchZeniUsersEpic';
 import { ActionType as FetchParentSubsidiaryManagementActionType } from './view/companyView/parentSubsidiaryView/fetchParentSubsidiaryManagementViewEpic';
-import { ActionType as CreateTransferEntryActionType } from './view/createTransferEntry/epics/createTransferEntryEpic';
-import { ActionType as FetchTransferAccountsActionType } from './view/createTransferEntry/epics/fetchTransferAccountsEpic';
 import { ActionType as FetchCardProfilesActionType } from './view/creditAgentView/epics/fetchCardProfilesEpic';
 import { ActionType as FetchCreditAgentAccessActionType } from './view/creditAgentView/epics/fetchCreditAgentAccessEpic';
 import { ActionType as FetchCreditAgentMacroActionType } from './view/creditAgentView/epics/fetchCreditAgentMacroEpic';
@@ -176,8 +174,10 @@ import { ActionType as SearchTransactionsForManualMatchActionType } from './view
 import { ActionType as UploadMissingReceiptSuccessEpicActionType } from './view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic';
 import { ActionType as WatchBulkUploadBatchStatusActionType } from './view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic';
 import { ActionType as BackgroundRefetchReviewTabActionType } from './view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic';
+import { ActionType as CreateTransferEntryActionType } from './view/createTransferEntry/epics/createTransferEntryEpic';
 import { ActionType as FetchExpenseAutomationTransactionCategorizationActionType } from './view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic';
 import { ActionType as FetchExpenseAutomationTransactionCategorizationViewActionType } from './view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic';
+import { ActionType as FetchTransferAccountsActionType } from './view/createTransferEntry/epics/fetchTransferAccountsEpic';
 import { ActionType as FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType } from './view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic';
 import { ActionType as FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType } from './view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic';
 import { ActionType as FetchExpenseAutomationSaveTransactionCategorizationActionType } from './view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic';

package/lib/epic.js

@@ -136,8 +136,6 @@ const fetchPortfolioViewEpic_1 = require("./view/companyView/epic/fetchPortfolio
 const fetchSubscriptionViewEpic_1 = require("./view/companyView/epic/fetchSubscriptionViewEpic");
 const fetchZeniUsersEpic_1 = require("./view/companyView/epic/fetchZeniUsersEpic");
 const fetchParentSubsidiaryManagementViewEpic_1 = require("./view/companyView/parentSubsidiaryView/fetchParentSubsidiaryManagementViewEpic");
-const createTransferEntryEpic_1 = require("./view/createTransferEntry/epics/createTransferEntryEpic");
-const fetchTransferAccountsEpic_1 = require("./view/createTransferEntry/epics/fetchTransferAccountsEpic");
 const fetchCardProfilesEpic_1 = require("./view/creditAgentView/epics/fetchCardProfilesEpic");
 const fetchCreditAgentAccessEpic_1 = require("./view/creditAgentView/epics/fetchCreditAgentAccessEpic");
 const fetchCreditAgentMacroEpic_1 = require("./view/creditAgentView/epics/fetchCreditAgentMacroEpic");
@@ -184,8 +182,10 @@ const searchTransactionsForManualMatchEpic_1 = require("./view/expenseAutomation
 const uploadMissingReceiptSuccessEpic_1 = require("./view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic");
 const watchBulkUploadBatchStatusEpic_1 = require("./view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic");
 const backgroundRefetchReviewTabEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic");
+const createTransferEntryEpic_1 = require("./view/createTransferEntry/epics/createTransferEntryEpic");
 const fetchTransactionCategorizationEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic");
 const fetchTransactionCategorizationViewEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic");
+const fetchTransferAccountsEpic_1 = require("./view/createTransferEntry/epics/fetchTransferAccountsEpic");
 const initializeTransactionCategorizationLocalDataEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic");
 const markTransactionAsNotMiscategorizedEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic");
 const saveTransactionCategorizationEpic_1 = require("./view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic");

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -179,6 +179,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'treasury_update_portfolio_allocation',
     'send_email_magic_link_to_user',
     'complete_profile_done',
+    'convert_transaction_type',
     'create_transfer_entry',
     'reports_resync',
     'invalid_phone_number',

package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js

@@ -50,26 +50,27 @@ export const toTransaction = (payload) => {
         logo: toURL(payload.logo),
         attachments: payload.attachments?.map((attachmentPayload) => toAttachment(attachmentPayload)),
         qboId: payload.qbo_id,
-        ...(payload.vendor_id != null && payload.vendor_id !== ''
+        ...(payload.vendor_id !== null && payload.vendor_id !== ''
             ? { vendorId: payload.vendor_id }
             : {}),
-        ...(payload.vendor_name != null && payload.vendor_name !== ''
+        ...(payload.vendor_name !== null && payload.vendor_name !== ''
             ? { vendorName: payload.vendor_name }
             : {}),
-        ...(payload.customer_id != null && payload.customer_id !== ''
+        ...(payload.customer_id !== null && payload.customer_id !== ''
             ? { customerId: payload.customer_id }
             : {}),
-        ...(payload.customer_name != null && payload.customer_name !== ''
+        ...(payload.customer_name !== null && payload.customer_name !== ''
             ? { customerName: payload.customer_name }
             : {}),
-        ...(payload.target_account_id != null && payload.target_account_id !== ''
+        ...(payload.target_account_id !== null && payload.target_account_id !== ''
             ? { targetAccountId: payload.target_account_id }
             : {}),
-        ...(payload.target_account_integration_id != null &&
+        ...(payload.target_account_integration_id !== null &&
             payload.target_account_integration_id !== ''
             ? { targetAccountIntegrationId: payload.target_account_integration_id }
             : {}),
-        ...(payload.target_account_name != null && payload.target_account_name !== ''
+        ...(payload.target_account_name !== null &&
+            payload.target_account_name !== ''
             ? { targetAccountName: payload.target_account_name }
             : {}),
         ...(payload.to_from_account_id != null && payload.to_from_account_id !== ''
@@ -79,7 +80,8 @@ export const toTransaction = (payload) => {
             payload.to_from_account_integration_id !== ''
             ? { toFromAccountIntegrationId: payload.to_from_account_integration_id }
             : {}),
-        ...(payload.to_from_account_name != null && payload.to_from_account_name !== ''
+        ...(payload.to_from_account_name != null &&
+            payload.to_from_account_name !== ''
             ? { toFromAccountName: payload.to_from_account_name }
             : {}),
         ...(payload.category_id != null && payload.category_id !== ''
@@ -106,16 +108,6 @@ export const toTransaction = (payload) => {
         ...(payload.category_name != null && payload.category_name !== ''
             ? { categoryName: payload.category_name }
             : {}),
-        ...(payload.account_integration_id != null &&
-            payload.account_integration_id !== ''
-            ? { accountIntegrationId: payload.account_integration_id }
-            : {}),
-        ...(payload.qbo_account_id != null && payload.qbo_account_id !== ''
-            ? { qboAccountId: payload.qbo_account_id }
-            : {}),
-        ...(payload.qbo_account_name != null && payload.qbo_account_name !== ''
-            ? { qboAccountName: payload.qbo_account_name }
-            : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => toTransactionID(transactionIDPayload)),
         lines,
         account: payloadHasAccountInfo(payload)
@@ -134,6 +126,16 @@ export const toTransaction = (payload) => {
         recommendations: getRecommendationsPerLine(payload.lines, payload.recommendations) ??
             undefined,
         isRecommendedTransaction: payload.is_recommended_transaction,
+        ...(payload.account_integration_id != null &&
+            payload.account_integration_id !== ''
+            ? { accountIntegrationId: payload.account_integration_id }
+            : {}),
+        ...(payload.qbo_account_id != null && payload.qbo_account_id !== ''
+            ? { qboAccountId: payload.qbo_account_id }
+            : {}),
+        ...(payload.qbo_account_name != null && payload.qbo_account_name !== ''
+            ? { qboAccountName: payload.qbo_account_name }
+            : {}),
     };
 };
 const payloadHasAccountInfo = (payload) => 'account_name' in payload &&

package/lib/esm/epic.js

@@ -134,8 +134,6 @@ import { fetchPortfolioViewEpic, } from './view/companyView/epic/fetchPortfolioV
 import { fetchSubscriptionViewEpic, } from './view/companyView/epic/fetchSubscriptionViewEpic';
 import { fetchZeniUsersEpic, } from './view/companyView/epic/fetchZeniUsersEpic';
 import { fetchParentSubsidiaryManagementViewEpic, } from './view/companyView/parentSubsidiaryView/fetchParentSubsidiaryManagementViewEpic';
-import { createTransferEntryEpic, } from './view/createTransferEntry/epics/createTransferEntryEpic';
-import { fetchTransferAccountsEpic, } from './view/createTransferEntry/epics/fetchTransferAccountsEpic';
 import { fetchCardProfilesEpic, } from './view/creditAgentView/epics/fetchCardProfilesEpic';
 import { fetchCreditAgentAccessEpic, } from './view/creditAgentView/epics/fetchCreditAgentAccessEpic';
 import { fetchCreditAgentMacroEpic, } from './view/creditAgentView/epics/fetchCreditAgentMacroEpic';
@@ -182,8 +180,10 @@ import { searchTransactionsForManualMatchEpic, } from './view/expenseAutomationV
 import { uploadMissingReceiptSuccessEpic, } from './view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic';
 import { bulkUploadAutomatchingTimeoutEpic, pollBulkUploadBatchStatusEpic, pusherBatchStatusCompletionEpic, } from './view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic';
 import { backgroundRefetchReviewTabEpic, } from './view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic';
+import { createTransferEntryEpic, } from './view/createTransferEntry/epics/createTransferEntryEpic';
 import { fetchTransactionCategorizationEpic as fetchExpenseAutomationTransactionCategorizationEpic, } from './view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic';
 import { fetchTransactionCategorizationViewEpic as fetchExpenseAutomationTransactionCategorizationViewEpic, } from './view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic';
+import { fetchTransferAccountsEpic, } from './view/createTransferEntry/epics/fetchTransferAccountsEpic';
 import { initializeTransactionCategorizationViewLocalDataEpic as fetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataEpic, } from './view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic';
 import { markTransactionAsNotMiscategorizedEpic as fetchExpenseAutomationMarkTransactionAsNotMiscategorizedEpic, } from './view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic';
 import { saveTransactionCategorizationEpic as fetchExpenseAutomationSaveTransactionCategorizationEpic, } from './view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic';

package/lib/esm/index.js

@@ -155,7 +155,6 @@ import { getAllCockpitTabsFilterView, } from './view/companyView/selector/getAll
 import { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsFileTypeStrict, toCockpitTabsIDStrict, } from './view/companyView/types/cockpitTabsID';
 import { toHealthSortKeyType, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toTaskManagerSortKeyType, } from './view/companyView/types/cockpitTypes';
 import { toCompanyPassportLocalData, } from './view/companyView/types/companyPassport/companyPassportLocalData';
-import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchAccountsForTransferFlow, resetCreateTransferEntryStatus, } from './view/createTransferEntry/createTransferEntryReducer';
 import { fetchDashboard, updateTreasuryVideoClosed, } from './view/dashboard/dashboardReducer';
 import { getDashboard, } from './view/dashboard/dashboardSelector';
 import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutReducer';
@@ -169,6 +168,7 @@ 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 { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchAccountsForTransferFlow, resetCreateTransferEntryStatus, } from './view/createTransferEntry/createTransferEntryReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';

package/lib/esm/reducer.js

@@ -98,7 +98,6 @@ import companyHealthMetricView, { initialState as initialCompanyHealthMetricView
 import companyMonthEndReportView, { initialState as initialCompanyMonthEndReportViewState, } from './view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import companyTaskManagerView, { initialState as initialCompanyTaskManagerViewState, } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import companyView, { initialState as initialCompanyViewState, } from './view/companyView/companyViewReducer';
-import createTransferEntry, { initialState as initialCreateTransferEntryState, } from './view/createTransferEntry/createTransferEntryReducer';
 import creditAgentView, { initialState as initialCreditAgentViewState, } from './view/creditAgentView/creditAgentViewReducer';
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
@@ -108,6 +107,7 @@ import expenseAutomationJESchedulesView, { initialState as initialExpenseAutomat
 import expenseAutomationMissingReceiptsView, { initialState as initialExpenseAutomationMissingReceiptsViewState, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import expenseAutomationReconciliationView, { initialState as initialExpenseAutomationReconciliationViewState, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import expenseAutomationTransactionsView, { initialState as initialExpenseAutomationTransactionsViewState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import createTransferEntry, { initialState as initialCreateTransferEntryState, } from './view/createTransferEntry/createTransferEntryReducer';
 import featureNotificationView, { initialState as initialFeatureNotificationViewState, } from './view/featureNotificationView/featureNotificationViewReducer';
 import fileView from './view/fileView/fileViewReducer';
 import { initialFileViewState, } from './view/fileView/fileViewState';

package/lib/esm/view/createTransferEntry/createTransferEntryReducer.js

@@ -21,16 +21,8 @@ const createTransferEntrySlice = createSlice({
             prepare(payload) {
                 return { payload };
             },
-            /**
-             * Defense-in-depth: clear any stale `lastTransferEntryReplacement` on a
-             * fresh dispatch so a second `createTransferEntry` never inherits the
-             * previous run's replacement signal (e.g. if the prior `timer(0)` cleanup
-             * never fired). Mirrors the host hook's `consumedReplacementRef` guard
-             * (see `useTransferEntryRouteReplacement` in zeni-web-app-ui).
-             */
             reducer(draft) {
                 draft.createTransferEntryStatus = 'In-Progress';
-                draft.lastTransferEntryReplacement = undefined;
             },
         },
         createTransferEntrySuccess(draft) {

package/lib/esm/view/createTransferEntry/createTransferEntrySelector.js

@@ -11,14 +11,13 @@ export function getLastTransferEntryReplacement(state) {
  * Shared resolver for the credit/debit dropdowns in the transfer drawer.
  *
  * Resolution policy (intentional):
- * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
- *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
- *    pool).
+ * 1. Prefer the dedicated API fetch results (`transfer_eligible` for the debit
+ *    pool, `credit_card_only` for the credit-card-payment credit pool).
  * 2. If the dedicated fetch returns an empty list while the COA is loaded,
- *    fall back to the COA: the full account list for `transferEntryEligible`,
- *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
- *    This keeps the dropdown populated for older tenants where the dedicated
- *    endpoints haven't been backfilled yet.
+ *    fall back to the COA: the full account list for `transfer_eligible`, and
+ *    COA accounts filtered to `credit_card` for `credit_card_only`. This keeps
+ *    the dropdown populated for older tenants where the dedicated endpoints
+ *    haven't been backfilled yet.
  *
  * Intent — what this selector deliberately does NOT do:
  * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
@@ -40,10 +39,10 @@ export function getLastTransferEntryReplacement(state) {
 export const getResolvedTransferAccounts = createSelector([
     (state) => state.accountState,
     (state) => state.accountListState,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .transferEntryEligible.accountIds,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .creditCardOnlyEligible.accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType.transfer_eligible
+        .accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType.credit_card_only
+        .accountIds,
 ], (accountState, accountListState, transferEligibleIds, creditCardOnlyIds) => {
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const transferEligibleFromApi = transferEligibleIds
@@ -59,6 +58,6 @@ export const getResolvedTransferAccounts = createSelector([
         .map((id) => getAccountBaseForCreditCardTransferAccounts(accountState, id))
         .filter((account) => account != null);
     const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
-    const creditCardTransferAccountsList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
-    return { creditCardTransferAccountsList, transferAccountsList };
+    const creditCardAccountsForTransferList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
+    return { creditCardAccountsForTransferList, transferAccountsList };
 });

package/lib/esm/view/createTransferEntry/createTransferEntryState.js

@@ -1,7 +1,7 @@
 /** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
 export const TRANSFER_ACCOUNTS_FETCH_TYPE = [
-    'transferEntryEligible',
-    'creditCardOnlyEligible',
+    'transfer_eligible',
+    'credit_card_only',
 ];
 const initialTransferAccountsState = {
     accountIds: [],
@@ -11,7 +11,7 @@ export const initialCreateTransferEntryState = {
     createTransferEntryStatus: 'Not-Started',
     lastTransferEntryReplacement: undefined,
     transferAccountsByType: {
-        transferEntryEligible: initialTransferAccountsState,
-        creditCardOnlyEligible: initialTransferAccountsState,
+        transfer_eligible: initialTransferAccountsState,
+        credit_card_only: initialTransferAccountsState,
     },
 };

package/lib/esm/view/createTransferEntry/epics/createTransferEntryEpic.js

@@ -25,20 +25,6 @@ const failureSnackbar = () => openSnackbar({
 function buildFailureActions() {
     return [createTransferEntryFailure(), failureSnackbar()];
 }
-/**
- * Defensive guard: a BE response that returns 200 with `transaction != null`
- * but where the body lacks a usable id/type is unsafe to seed into the store —
- * downstream code would store under a garbage key and the host hook would try
- * to navigate to a broken url. Treat that case as failure so the source row
- * stays visible and the user can retry.
- */
-function isWellFormedTransactionPayload(t) {
-    return (t != null &&
-        typeof t.transaction_id === 'string' &&
-        t.transaction_id !== '' &&
-        typeof t.transaction_type === 'string' &&
-        t.transaction_type !== '');
-}
 function buildSuccessSideEffects(sourceTransactionId) {
     return [
         createTransferEntrySuccess(),
@@ -118,12 +104,8 @@ export const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.
         if (!isSuccessResponse(response)) {
             return from(buildFailureActions());
         }
-        const transaction = response.data?.transaction;
-        if (transaction != null) {
-            if (!isWellFormedTransactionPayload(transaction)) {
-                return from(buildFailureActions());
-            }
-            return handleSuccessWithTransactionBody(transaction, response.data?.vendors, previousTransactionId, transactionId);
+        if (response.data?.transaction != null) {
+            return handleSuccessWithTransactionBody(response.data.transaction, response.data.vendors, previousTransactionId, transactionId);
         }
         return handleSuccessWithoutTransactionBody(transactionId);
     }), catchError(() => from(buildFailureActions())));

package/lib/esm/view/createTransferEntry/epics/fetchTransferAccountsEpic.js

@@ -4,18 +4,18 @@ import { updateAccounts } from '../../../entity/account/accountReducer';
 import { isSuccessResponse } from '../../../responsePayload';
 import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, } from '../createTransferEntryReducer';
 const REPORT_ID_BY_TYPE = {
-    transferEntryEligible: 'transfer_accounts',
-    creditCardOnlyEligible: 'credit_card_transfer_accounts',
+    transfer_eligible: 'transfer_accounts',
+    credit_card_only: 'credit_card_transfer_accounts',
 };
 const QUERY_BY_TYPE = {
-    transferEntryEligible: { is_only_include_transfer_accounts: true },
-    creditCardOnlyEligible: { is_include_only_credit_card_accounts: true },
+    transfer_eligible: { is_only_include_transfer_accounts: true },
+    credit_card_only: { is_include_only_credit_card_accounts: true },
 };
 /**
- * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
- * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
- * of both does not cancel the first. Within a single type, a fresh dispatch
- * supersedes any in-flight request (per-group `switchMap`).
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transfer_eligible` and
+ * `credit_card_only` in their own streams so a back-to-back dispatch of both
+ * does not cancel the first. Within a single type, a fresh dispatch supersedes
+ * any in-flight request (per-group `switchMap`).
  */
 export const fetchTransferAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchAccountsForTransferFlow.match), groupBy((action) => action.payload.kind), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const { kind } = action.payload;

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -24,12 +24,12 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         accountList.fetchState === 'Not-Started') {
         updateActions.push(fetchAccountList('accountList', true));
     }
-    const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-    if (transferEntryEligible.fetchState === 'Not-Started') {
-        updateActions.push(fetchAccountsForTransferFlow({ kind: 'transferEntryEligible' }));
+    const { transfer_eligible, credit_card_only } = state$.value.createTransferEntryState.transferAccountsByType;
+    if (transfer_eligible.fetchState === 'Not-Started') {
+        updateActions.push(fetchAccountsForTransferFlow({ kind: 'transfer_eligible' }));
     }
-    if (creditCardOnlyEligible.fetchState === 'Not-Started') {
-        updateActions.push(fetchAccountsForTransferFlow({ kind: 'creditCardOnlyEligible' }));
+    if (credit_card_only.fetchState === 'Not-Started') {
+        updateActions.push(fetchAccountsForTransferFlow({ kind: 'credit_card_only' }));
     }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&

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

@@ -107,7 +107,7 @@ export function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
+    const { transferAccountsList, creditCardAccountsForTransferList } = getResolvedTransferAccounts(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -136,7 +136,7 @@ export function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        creditCardTransferAccountsList,
+        creditCardAccountsForTransferList,
         transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };

package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js

@@ -11,9 +11,9 @@ import { updateVendors } from '../../../entity/vendor/vendorReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchAccountList } from '../../accountList/accountListReducer';
 import { fetchClassList } from '../../classList/classListReducer';
+import { fetchAccountsForTransferFlow } from '../../createTransferEntry/createTransferEntryReducer';
 import { getInitializedTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper';
 import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
-import { fetchAccountsForTransferFlow } from '../../createTransferEntry/createTransferEntryReducer';
 import { fetchOwnerList } from '../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../projectList/projectListReducer';
 import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState, } from '../transactionDetailReducer';
@@ -37,14 +37,14 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
             transactionActions.push(fetchAccountList('accountList'));
         }
         if (isCreateTransferEntryFromExpenseEnabled === true) {
-            const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-            if (transferEntryEligible.fetchState !== 'In-Progress' &&
-                transferEntryEligible.fetchState !== 'Completed') {
-                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'transferEntryEligible' }));
+            const { transfer_eligible, credit_card_only } = state$.value.createTransferEntryState.transferAccountsByType;
+            if (transfer_eligible.fetchState !== 'In-Progress' &&
+                transfer_eligible.fetchState !== 'Completed') {
+                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'transfer_eligible' }));
             }
-            if (creditCardOnlyEligible.fetchState !== 'In-Progress' &&
-                creditCardOnlyEligible.fetchState !== 'Completed') {
-                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'creditCardOnlyEligible' }));
+            if (credit_card_only.fetchState !== 'In-Progress' &&
+                credit_card_only.fetchState !== 'Completed') {
+                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'credit_card_only' }));
             }
         }
         const classList = state$.value.classListState;

package/lib/esm/view/transactionDetail/transactionDetailSelector.js

@@ -1,14 +1,14 @@
 import recordGet from 'lodash/get';
 import { reduceFetchState } from '../../commonStateTypes/reduceFetchState';
-import { getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../entity/tenant/tenantSelector';
+import { getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled } from '../../entity/tenant/tenantSelector';
 import { toTransactionTypeStrict } from '../../entity/transaction/stateTypes/transactionType';
 import { getTransactionWithCOT } from '../../entity/transaction/transactionHelper';
 import { getSupportedTransactionById } from '../../entity/transaction/transactionSelector';
 import { getVendorsByVendorIds } from '../../entity/vendor/vendorSelector';
 import { dateNow } from '../../zeniDayJS';
 import { getAccountList, getNestedAccountListHierarchy, } from '../accountList/accountListSelector';
-import { getClassList, getNestedClassListHierarchy, } from '../classList/classListSelector';
 import { getResolvedTransferAccounts } from '../createTransferEntry/createTransferEntrySelector';
+import { getClassList, getNestedClassListHierarchy, } from '../classList/classListSelector';
 import { getProjectList, } from '../projectList/projectListSelector';
 import { getAllLinkedTransactions, getTransactionDetailKey, initialSupportedTransactionDetail, } from './transactionDetailState';
 export const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
@@ -79,7 +79,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = getVendorsByVendorIds(vendorState, vendorListState.vendorIds);
-    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
+    const { transferAccountsList, creditCardAccountsForTransferList } = getResolvedTransferAccounts(state);
     return {
         reportId: 'transaction_detail',
         reportTitle: 'Transaction Detail',
@@ -97,7 +97,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
         classList: classList,
         isAccountingClassesEnabled,
         createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
-        creditCardTransferAccountsList,
+        creditCardAccountsForTransferList,
         transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,

package/lib/index.d.ts

@@ -260,7 +260,6 @@ import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData }
 import { PortfolioUIState } from './view/companyView/types/companyPortfolioViewState';
 import { CompanyView } from './view/companyView/types/companyView';
 import { UserAndRole } from './view/companyView/types/userAndRole';
-import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchAccountsForTransferFlow, resetCreateTransferEntryStatus } from './view/createTransferEntry/createTransferEntryReducer';
 import { fetchDashboard, updateTreasuryVideoClosed } from './view/dashboard/dashboardReducer';
 import { DashboardReport, getDashboard } from './view/dashboard/dashboardSelector';
 import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutReducer';
@@ -275,6 +274,7 @@ 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 { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchAccountsForTransferFlow, resetCreateTransferEntryStatus } from './view/createTransferEntry/createTransferEntryReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';

package/lib/index.js

@@ -717,14 +717,6 @@ Object.defineProperty(exports, "toPortfolioSortKeyType", { enumerable: true, get
 Object.defineProperty(exports, "toTaskManagerSortKeyType", { enumerable: true, get: function () { return cockpitTypes_1.toTaskManagerSortKeyType; } });
 const companyPassportLocalData_1 = require("./view/companyView/types/companyPassport/companyPassportLocalData");
 Object.defineProperty(exports, "toCompanyPassportLocalData", { enumerable: true, get: function () { return companyPassportLocalData_1.toCompanyPassportLocalData; } });
-const createTransferEntryReducer_1 = require("./view/createTransferEntry/createTransferEntryReducer");
-Object.defineProperty(exports, "clearTransferEntryRouteReplacement", { enumerable: true, get: function () { return createTransferEntryReducer_1.clearTransferEntryRouteReplacement; } });
-Object.defineProperty(exports, "createTransferEntry", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntry; } });
-Object.defineProperty(exports, "createTransferEntryFailure", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntryFailure; } });
-Object.defineProperty(exports, "createTransferEntryReplacedTransaction", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntryReplacedTransaction; } });
-Object.defineProperty(exports, "createTransferEntrySuccess", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntrySuccess; } });
-Object.defineProperty(exports, "fetchAccountsForTransferFlow", { enumerable: true, get: function () { return createTransferEntryReducer_1.fetchAccountsForTransferFlow; } });
-Object.defineProperty(exports, "resetCreateTransferEntryStatus", { enumerable: true, get: function () { return createTransferEntryReducer_1.resetCreateTransferEntryStatus; } });
 const dashboardReducer_1 = require("./view/dashboard/dashboardReducer");
 Object.defineProperty(exports, "fetchDashboard", { enumerable: true, get: function () { return dashboardReducer_1.fetchDashboard; } });
 Object.defineProperty(exports, "updateTreasuryVideoClosed", { enumerable: true, get: function () { return dashboardReducer_1.updateTreasuryVideoClosed; } });
@@ -841,6 +833,14 @@ Object.defineProperty(exports, "updateExpenseAutomationSelectedDrawerAccountId",
 Object.defineProperty(exports, "updateNodeCollapseState", { enumerable: true, get: function () { return reconciliationViewReducer_1.updateNodeCollapseState; } });
 Object.defineProperty(exports, "updateStatementUploadChosen", { enumerable: true, get: function () { return reconciliationViewReducer_1.updateStatementUploadChosen; } });
 Object.defineProperty(exports, "uploadAccountStatement", { enumerable: true, get: function () { return reconciliationViewReducer_1.uploadAccountStatement; } });
+const createTransferEntryReducer_1 = require("./view/createTransferEntry/createTransferEntryReducer");
+Object.defineProperty(exports, "clearTransferEntryRouteReplacement", { enumerable: true, get: function () { return createTransferEntryReducer_1.clearTransferEntryRouteReplacement; } });
+Object.defineProperty(exports, "createTransferEntry", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntry; } });
+Object.defineProperty(exports, "createTransferEntryFailure", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntryFailure; } });
+Object.defineProperty(exports, "createTransferEntryReplacedTransaction", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntryReplacedTransaction; } });
+Object.defineProperty(exports, "createTransferEntrySuccess", { enumerable: true, get: function () { return createTransferEntryReducer_1.createTransferEntrySuccess; } });
+Object.defineProperty(exports, "fetchAccountsForTransferFlow", { enumerable: true, get: function () { return createTransferEntryReducer_1.fetchAccountsForTransferFlow; } });
+Object.defineProperty(exports, "resetCreateTransferEntryStatus", { enumerable: true, get: function () { return createTransferEntryReducer_1.resetCreateTransferEntryStatus; } });
 const transactionsViewReducer_1 = require("./view/expenseAutomationView/reducers/transactionsViewReducer");
 Object.defineProperty(exports, "backgroundRefetchReviewTab", { enumerable: true, get: function () { return transactionsViewReducer_1.backgroundRefetchReviewTab; } });
 Object.defineProperty(exports, "clearExpenseAutomationTransactionsView", { enumerable: true, get: function () { return transactionsViewReducer_1.clearExpenseAutomationTransactionsView; } });

package/lib/reducer.d.ts

@@ -97,11 +97,11 @@ import { CompanyHealthMetricView } from './view/companyHealthMetricView/companyH
 import { CompanyMonthEndReportViewState } from './view/companyMonthEndReportView/companyMonthEndReportViewState';
 import { CompanyTaskManagerViewState } from './view/companyTaskManagerView/companyTaskManagerViewState';
 import { CompanyViewState } from './view/companyView/companyViewState';
-import { CreateTransferEntryState } from './view/createTransferEntry/createTransferEntryState';
 import { CreditAgentViewState } from './view/creditAgentView/creditAgentViewState';
 import { DashboardState } from './view/dashboard/dashboardState';
 import { DashboardLayoutState } from './view/dashboardLayout/dashboardLayoutState';
 import { ExpenseAutomationViewState } from './view/expenseAutomationView/expenseAutomationViewState';
+import { CreateTransferEntryState } from './view/createTransferEntry/createTransferEntryState';
 import { FluxAnalysisViewState as ExpenseAutomationFluxAnalysisViewState } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { JESchedulesViewState as ExpenseAutomationJESchedulesViewState } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { MissingReceiptsViewState as ExpenseAutomationMissingReceiptsViewState } from './view/expenseAutomationView/types/missingReceiptsViewState';

package/lib/reducer.js

@@ -137,7 +137,6 @@ const companyHealthMetricViewReducer_1 = __importStar(require("./view/companyHea
 const companyMonthEndReportViewReducer_1 = __importStar(require("./view/companyMonthEndReportView/companyMonthEndReportViewReducer"));
 const companyTaskManagerViewReducer_1 = __importStar(require("./view/companyTaskManagerView/companyTaskManagerViewReducer"));
 const companyViewReducer_1 = __importStar(require("./view/companyView/companyViewReducer"));
-const createTransferEntryReducer_1 = __importStar(require("./view/createTransferEntry/createTransferEntryReducer"));
 const creditAgentViewReducer_1 = __importStar(require("./view/creditAgentView/creditAgentViewReducer"));
 const dashboardReducer_1 = __importStar(require("./view/dashboard/dashboardReducer"));
 const dashboardLayoutReducer_1 = __importStar(require("./view/dashboardLayout/dashboardLayoutReducer"));
@@ -147,6 +146,7 @@ const jeSchedulesViewReducer_1 = __importStar(require("./view/expenseAutomationV
 const missingReceiptsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/missingReceiptsViewReducer"));
 const reconciliationViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/reconciliationViewReducer"));
 const transactionsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/transactionsViewReducer"));
+const createTransferEntryReducer_1 = __importStar(require("./view/createTransferEntry/createTransferEntryReducer"));
 const featureNotificationViewReducer_1 = __importStar(require("./view/featureNotificationView/featureNotificationViewReducer"));
 const fileViewReducer_1 = __importDefault(require("./view/fileView/fileViewReducer"));
 const fileViewState_1 = require("./view/fileView/fileViewState");

package/lib/view/createTransferEntry/createTransferEntryReducer.js

@@ -25,16 +25,8 @@ const createTransferEntrySlice = (0, toolkit_1.createSlice)({
             prepare(payload) {
                 return { payload };
             },
-            /**
-             * Defense-in-depth: clear any stale `lastTransferEntryReplacement` on a
-             * fresh dispatch so a second `createTransferEntry` never inherits the
-             * previous run's replacement signal (e.g. if the prior `timer(0)` cleanup
-             * never fired). Mirrors the host hook's `consumedReplacementRef` guard
-             * (see `useTransferEntryRouteReplacement` in zeni-web-app-ui).
-             */
             reducer(draft) {
                 draft.createTransferEntryStatus = 'In-Progress';
-                draft.lastTransferEntryReplacement = undefined;
             },
         },
         createTransferEntrySuccess(draft) {

package/lib/view/createTransferEntry/createTransferEntrySelector.d.ts

@@ -7,14 +7,13 @@ export declare function getLastTransferEntryReplacement(state: RootState): Trans
  * Shared resolver for the credit/debit dropdowns in the transfer drawer.
  *
  * Resolution policy (intentional):
- * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
- *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
- *    pool).
+ * 1. Prefer the dedicated API fetch results (`transfer_eligible` for the debit
+ *    pool, `credit_card_only` for the credit-card-payment credit pool).
  * 2. If the dedicated fetch returns an empty list while the COA is loaded,
- *    fall back to the COA: the full account list for `transferEntryEligible`,
- *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
- *    This keeps the dropdown populated for older tenants where the dedicated
- *    endpoints haven't been backfilled yet.
+ *    fall back to the COA: the full account list for `transfer_eligible`, and
+ *    COA accounts filtered to `credit_card` for `credit_card_only`. This keeps
+ *    the dropdown populated for older tenants where the dedicated endpoints
+ *    haven't been backfilled yet.
  *
  * Intent — what this selector deliberately does NOT do:
  * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
@@ -34,6 +33,6 @@ export declare function getLastTransferEntryReplacement(state: RootState): Trans
  * unrelated state change.
  */
 export declare const getResolvedTransferAccounts: (state: RootState) => {
-    creditCardTransferAccountsList: AccountBase[];
+    creditCardAccountsForTransferList: AccountBase[];
     transferAccountsList: AccountBase[];
 };

package/lib/view/createTransferEntry/createTransferEntrySelector.js

@@ -16,14 +16,13 @@ function getLastTransferEntryReplacement(state) {
  * Shared resolver for the credit/debit dropdowns in the transfer drawer.
  *
  * Resolution policy (intentional):
- * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
- *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
- *    pool).
+ * 1. Prefer the dedicated API fetch results (`transfer_eligible` for the debit
+ *    pool, `credit_card_only` for the credit-card-payment credit pool).
  * 2. If the dedicated fetch returns an empty list while the COA is loaded,
- *    fall back to the COA: the full account list for `transferEntryEligible`,
- *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
- *    This keeps the dropdown populated for older tenants where the dedicated
- *    endpoints haven't been backfilled yet.
+ *    fall back to the COA: the full account list for `transfer_eligible`, and
+ *    COA accounts filtered to `credit_card` for `credit_card_only`. This keeps
+ *    the dropdown populated for older tenants where the dedicated endpoints
+ *    haven't been backfilled yet.
  *
  * Intent — what this selector deliberately does NOT do:
  * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
@@ -45,10 +44,10 @@ function getLastTransferEntryReplacement(state) {
 exports.getResolvedTransferAccounts = (0, toolkit_1.createSelector)([
     (state) => state.accountState,
     (state) => state.accountListState,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .transferEntryEligible.accountIds,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .creditCardOnlyEligible.accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType.transfer_eligible
+        .accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType.credit_card_only
+        .accountIds,
 ], (accountState, accountListState, transferEligibleIds, creditCardOnlyIds) => {
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const transferEligibleFromApi = transferEligibleIds
@@ -64,6 +63,6 @@ exports.getResolvedTransferAccounts = (0, toolkit_1.createSelector)([
         .map((id) => (0, accountSelector_1.getAccountBaseForCreditCardTransferAccounts)(accountState, id))
         .filter((account) => account != null);
     const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
-    const creditCardTransferAccountsList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
-    return { creditCardTransferAccountsList, transferAccountsList };
+    const creditCardAccountsForTransferList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
+    return { creditCardAccountsForTransferList, transferAccountsList };
 });

package/lib/view/createTransferEntry/createTransferEntryState.d.ts

@@ -1,7 +1,7 @@
 import { FetchState, ID } from '../../commonStateTypes/common';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 /** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
-export declare const TRANSFER_ACCOUNTS_FETCH_TYPE: readonly ["transferEntryEligible", "creditCardOnlyEligible"];
+export declare const TRANSFER_ACCOUNTS_FETCH_TYPE: readonly ["transfer_eligible", "credit_card_only"];
 export type TransferAccountsFetchType = (typeof TRANSFER_ACCOUNTS_FETCH_TYPE)[number];
 export interface TransferAccountsState {
     accountIds: ID[];

package/lib/view/createTransferEntry/createTransferEntryState.js

@@ -3,8 +3,8 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.initialCreateTransferEntryState = exports.TRANSFER_ACCOUNTS_FETCH_TYPE = void 0;
 /** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
 exports.TRANSFER_ACCOUNTS_FETCH_TYPE = [
-    'transferEntryEligible',
-    'creditCardOnlyEligible',
+    'transfer_eligible',
+    'credit_card_only',
 ];
 const initialTransferAccountsState = {
     accountIds: [],
@@ -14,7 +14,7 @@ exports.initialCreateTransferEntryState = {
     createTransferEntryStatus: 'Not-Started',
     lastTransferEntryReplacement: undefined,
     transferAccountsByType: {
-        transferEntryEligible: initialTransferAccountsState,
-        creditCardOnlyEligible: initialTransferAccountsState,
+        transfer_eligible: initialTransferAccountsState,
+        credit_card_only: initialTransferAccountsState,
     },
 };

package/lib/view/createTransferEntry/epics/createTransferEntryEpic.js

@@ -28,20 +28,6 @@ const failureSnackbar = () => (0, snackbarReducer_1.openSnackbar)({
 function buildFailureActions() {
     return [(0, createTransferEntryReducer_1.createTransferEntryFailure)(), failureSnackbar()];
 }
-/**
- * Defensive guard: a BE response that returns 200 with `transaction != null`
- * but where the body lacks a usable id/type is unsafe to seed into the store —
- * downstream code would store under a garbage key and the host hook would try
- * to navigate to a broken url. Treat that case as failure so the source row
- * stays visible and the user can retry.
- */
-function isWellFormedTransactionPayload(t) {
-    return (t != null &&
-        typeof t.transaction_id === 'string' &&
-        t.transaction_id !== '' &&
-        typeof t.transaction_type === 'string' &&
-        t.transaction_type !== '');
-}
 function buildSuccessSideEffects(sourceTransactionId) {
     return [
         (0, createTransferEntryReducer_1.createTransferEntrySuccess)(),
@@ -121,12 +107,8 @@ const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0
         if (!(0, responsePayload_1.isSuccessResponse)(response)) {
             return (0, rxjs_1.from)(buildFailureActions());
         }
-        const transaction = response.data?.transaction;
-        if (transaction != null) {
-            if (!isWellFormedTransactionPayload(transaction)) {
-                return (0, rxjs_1.from)(buildFailureActions());
-            }
-            return handleSuccessWithTransactionBody(transaction, response.data?.vendors, previousTransactionId, transactionId);
+        if (response.data?.transaction != null) {
+            return handleSuccessWithTransactionBody(response.data.transaction, response.data.vendors, previousTransactionId, transactionId);
         }
         return handleSuccessWithoutTransactionBody(transactionId);
     }), (0, operators_1.catchError)(() => (0, rxjs_1.from)(buildFailureActions())));

package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.d.ts

@@ -6,9 +6,9 @@ import { ZeniAPI } from '../../../zeniAPI';
 import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure } from '../createTransferEntryReducer';
 export type ActionType = ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlowFailure> | ReturnType<typeof updateAccounts>;
 /**
- * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
- * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
- * of both does not cancel the first. Within a single type, a fresh dispatch
- * supersedes any in-flight request (per-group `switchMap`).
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transfer_eligible` and
+ * `credit_card_only` in their own streams so a back-to-back dispatch of both
+ * does not cancel the first. Within a single type, a fresh dispatch supersedes
+ * any in-flight request (per-group `switchMap`).
  */
 export declare const fetchTransferAccountsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.js

@@ -7,18 +7,18 @@ const accountReducer_1 = require("../../../entity/account/accountReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const createTransferEntryReducer_1 = require("../createTransferEntryReducer");
 const REPORT_ID_BY_TYPE = {
-    transferEntryEligible: 'transfer_accounts',
-    creditCardOnlyEligible: 'credit_card_transfer_accounts',
+    transfer_eligible: 'transfer_accounts',
+    credit_card_only: 'credit_card_transfer_accounts',
 };
 const QUERY_BY_TYPE = {
-    transferEntryEligible: { is_only_include_transfer_accounts: true },
-    creditCardOnlyEligible: { is_include_only_credit_card_accounts: true },
+    transfer_eligible: { is_only_include_transfer_accounts: true },
+    credit_card_only: { is_include_only_credit_card_accounts: true },
 };
 /**
- * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
- * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
- * of both does not cancel the first. Within a single type, a fresh dispatch
- * supersedes any in-flight request (per-group `switchMap`).
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transfer_eligible` and
+ * `credit_card_only` in their own streams so a back-to-back dispatch of both
+ * does not cancel the first. Within a single type, a fresh dispatch supersedes
+ * any in-flight request (per-group `switchMap`).
  */
 const fetchTransferAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(createTransferEntryReducer_1.fetchAccountsForTransferFlow.match), (0, operators_1.groupBy)((action) => action.payload.kind), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
     const { kind } = action.payload;

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -27,12 +27,12 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         accountList.fetchState === 'Not-Started') {
         updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
     }
-    const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-    if (transferEntryEligible.fetchState === 'Not-Started') {
-        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transferEntryEligible' }));
+    const { transfer_eligible, credit_card_only } = state$.value.createTransferEntryState.transferAccountsByType;
+    if (transfer_eligible.fetchState === 'Not-Started') {
+        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transfer_eligible' }));
     }
-    if (creditCardOnlyEligible.fetchState === 'Not-Started') {
-        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'creditCardOnlyEligible' }));
+    if (credit_card_only.fetchState === 'Not-Started') {
+        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'credit_card_only' }));
     }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&

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

@@ -38,7 +38,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "convert_transaction_type" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

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

@@ -20,7 +20,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
     createTransferEntryStatus: FetchState;
-    creditCardTransferAccountsList: AccountBase[];
+    creditCardAccountsForTransferList: AccountBase[];
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;

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

@@ -115,7 +115,7 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
+    const { transferAccountsList, creditCardAccountsForTransferList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -144,7 +144,7 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        creditCardTransferAccountsList,
+        creditCardAccountsForTransferList,
         transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };

package/lib/view/transactionDetail/epics/transactionDetailEpic.d.ts

@@ -6,8 +6,8 @@ import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchAccountList } from '../../accountList/accountListReducer';
 import { fetchClassList } from '../../classList/classListReducer';
-import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
 import { fetchAccountsForTransferFlow } from '../../createTransferEntry/createTransferEntryReducer';
+import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
 import { fetchOwnerList } from '../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../projectList/projectListReducer';
 import { updateSortUiState } from '../../vendorList/vendorListReducer';

package/lib/view/transactionDetail/epics/transactionDetailEpic.js

@@ -17,9 +17,9 @@ const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const accountListReducer_1 = require("../../accountList/accountListReducer");
 const classListReducer_1 = require("../../classList/classListReducer");
+const createTransferEntryReducer_1 = require("../../createTransferEntry/createTransferEntryReducer");
 const transactionVendorLocalDataHelper_1 = require("../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper");
 const transactionVendorViewReducer_1 = require("../../commonVendorView/transactionVendorView/transactionVendorViewReducer");
-const createTransferEntryReducer_1 = require("../../createTransferEntry/createTransferEntryReducer");
 const ownerListReducer_1 = require("../../ownerList/ownerListReducer");
 const projectListReducer_1 = require("../../projectList/projectListReducer");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
@@ -43,14 +43,14 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             transactionActions.push((0, accountListReducer_1.fetchAccountList)('accountList'));
         }
         if (isCreateTransferEntryFromExpenseEnabled === true) {
-            const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-            if (transferEntryEligible.fetchState !== 'In-Progress' &&
-                transferEntryEligible.fetchState !== 'Completed') {
-                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transferEntryEligible' }));
+            const { transfer_eligible, credit_card_only } = state$.value.createTransferEntryState.transferAccountsByType;
+            if (transfer_eligible.fetchState !== 'In-Progress' &&
+                transfer_eligible.fetchState !== 'Completed') {
+                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transfer_eligible' }));
             }
-            if (creditCardOnlyEligible.fetchState !== 'In-Progress' &&
-                creditCardOnlyEligible.fetchState !== 'Completed') {
-                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'creditCardOnlyEligible' }));
+            if (credit_card_only.fetchState !== 'In-Progress' &&
+                credit_card_only.fetchState !== 'Completed') {
+                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'credit_card_only' }));
             }
         }
         const classList = state$.value.classListState;

package/lib/view/transactionDetail/transactionDetailSelector.d.ts

@@ -20,7 +20,7 @@ export interface TransactionDetailReport extends SelectorView {
     classList: ClassListSelectorView;
     createTransferEntryStatus: FetchState;
     /** Resolved credit-card pool for credit_card_payment transfer drawer. */
-    creditCardTransferAccountsList: AccountBase[];
+    creditCardAccountsForTransferList: AccountBase[];
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
     isAccountingClassesEnabled: boolean;
     isAccountingProjectsEnabled: boolean;

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -14,8 +14,8 @@ const transactionSelector_1 = require("../../entity/transaction/transactionSelec
 const vendorSelector_1 = require("../../entity/vendor/vendorSelector");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const accountListSelector_1 = require("../accountList/accountListSelector");
-const classListSelector_1 = require("../classList/classListSelector");
 const createTransferEntrySelector_1 = require("../createTransferEntry/createTransferEntrySelector");
+const classListSelector_1 = require("../classList/classListSelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
@@ -86,7 +86,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
-    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
+    const { transferAccountsList, creditCardAccountsForTransferList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     return {
         reportId: 'transaction_detail',
         reportTitle: 'Transaction Detail',
@@ -104,7 +104,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         classList: classList,
         isAccountingClassesEnabled,
         createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
-        creditCardTransferAccountsList,
+        creditCardAccountsForTransferList,
         transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.69-betaML12",
+  "version": "5.0.69-betaML2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",