@zeniai/client-epic-state 5.0.69-betaML2 → 5.0.69-betaML31

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

@@ -15,10 +15,9 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/downloadAccountingProviderAttachment", never, never>, downloadAccountingProviderAttachmentSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     attachmentId: ID;
     data: ArrayBuffer;
-}, "transactionDetail/downloadAccountingProviderAttachmentSuccess">, downloadAccountingProviderAttachmentFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"transactionDetail/downloadAccountingProviderAttachmentFailure">, fetchTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, cacheOverride?: any, isCreateTransferEntryFromExpenseEnabled?: any], {
+}, "transactionDetail/downloadAccountingProviderAttachmentSuccess">, downloadAccountingProviderAttachmentFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"transactionDetail/downloadAccountingProviderAttachmentFailure">, fetchTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, cacheOverride?: any], {
     transactionId: TransactionID;
     cacheOverride: any;
-    isCreateTransferEntryFromExpenseEnabled: any;
 }, "transactionDetail/fetchTransactionDetail", never, never>, updateTransactionDetailFetchState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     transactionId: TransactionID;
     fetchState: FetchState;
@@ -116,7 +115,17 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     amount: number;
     recommendationWithCOTByLineId: RecommendationWithCOTByLineId;
     uncategorizedIncomeExpense: UncategorizedAccounts;
-}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
+}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, markCategoryClassRecommendationsInProgressForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsInProgressForTransactionDetail", never, never>, markCategoryClassRecommendationsCompletedForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsCompletedForTransactionDetail", never, never>, markCategoryClassRecommendationsFailureForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "transactionDetail/markCategoryClassRecommendationsFailureForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
     transactionId: TransactionID;
     transaction: SupportedTransaction;
     lineId: string;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const entity_1 = require("../../entity/genericEntity/entity");
@@ -57,12 +57,11 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                     };
                 }
             },
-            prepare(transactionId, cacheOverride = false, isCreateTransferEntryFromExpenseEnabled = false) {
+            prepare(transactionId, cacheOverride = false) {
                 return {
                     payload: {
                         transactionId,
                         cacheOverride,
-                        isCreateTransferEntryFromExpenseEnabled,
                     },
                 };
             },
@@ -246,12 +245,34 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         saveTransactionDetailLocalData(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
-            if (detail != null) {
-                draft.transactionDetailById[key] = {
-                    ...detail,
-                    transactionDetailLocalData: action.payload.transactionLocalData,
-                };
+            if (detail == null) {
+                return;
             }
+            const incoming = action.payload.transactionLocalData;
+            const prevById = detail.transactionDetailLocalData.lineItemById;
+            // Per-line `categoryClassRecommendationsFetchState` is owned by the
+            // recommendation epic/reducers (markInProgress / markCompleted /
+            // markFailure / setEntityRecommendationForLineIdsForTransactionDetail).
+            // Callers that rebuild `transactionLocalData` from a UI snapshot will
+            // typically have an out-of-date copy of this field (e.g. payee-change
+            // captures the snapshot before the epic's start arm runs and would
+            // otherwise clobber In-Progress back to undefined). Treat the field as
+            // sticky: only let the caller override it when they explicitly set it.
+            const mergedLineItemById = {};
+            Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
+                mergedLineItemById[lineId] = {
+                    ...line,
+                    categoryClassRecommendationsFetchState: line.categoryClassRecommendationsFetchState ??
+                        prevById?.[lineId]?.categoryClassRecommendationsFetchState,
+                };
+            });
+            draft.transactionDetailById[key] = {
+                ...detail,
+                transactionDetailLocalData: {
+                    ...incoming,
+                    lineItemById: mergedLineItemById,
+                },
+            };
         },
         saveTransactionDetail(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
@@ -373,6 +394,21 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
                 if (detail != null) {
                     const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
+                    // Release the per-line fetch flag for every line this fetch
+                    // covered so the inline skeleton resolves and the page-level
+                    // Save button can re-enable.
+                    lineIds.forEach((lineId) => {
+                        const lineItem = newLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            newLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
                     draft.transactionDetailById[key] = {
                         ...detail,
                         transactionDetailLocalData: newLocalData,
@@ -393,6 +429,84 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Start arm of the line-update recommendations fetch for the detail
+        // page. Flips covered lines to In-Progress; detail page has no
+        // checkbox, so no auto-uncheck side effect.
+        markCategoryClassRecommendationsInProgressForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'In-Progress',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds) {
+                return { payload: { transactionId, lineIds } };
+            },
+        },
+        // Completed arm. Used when the HTTP call succeeded but the server
+        // returned no per-line recommendations — still need to release the
+        // In-Progress flag.
+        markCategoryClassRecommendationsCompletedForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds) {
+                return { payload: { transactionId, lineIds } };
+            },
+        },
+        markCategoryClassRecommendationsFailureForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds, error } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Error',
+                                    error,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds, error) {
+                return { payload: { transactionId, lineIds, error } };
+            },
+        },
         removeEntityRecommendationForLineIdForTransactionDetail: {
             reducer(draft, action) {
                 const { transaction, lineId } = action.payload;
@@ -664,7 +778,7 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
+_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
 exports.default = transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';

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

@@ -1,8 +1,7 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
-import { FetchState, FetchStateAndError } from '../../commonStateTypes/common';
+import { FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
-import { AccountBase } from '../../entity/account/accountState';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { Vendor } from '../../entity/vendor/vendorState';
@@ -18,23 +17,21 @@ export interface TransactionDetailReport extends SelectorView {
     allVendors: Vendor[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
-    createTransferEntryStatus: FetchState;
-    /** Resolved credit-card pool for credit_card_payment transfer drawer. */
-    creditCardAccountsForTransferList: AccountBase[];
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
     isAccountingClassesEnabled: boolean;
     isAccountingProjectsEnabled: boolean;
     linkedTransactions: SupportedTransactionWithCOT[];
     projectList: ProjectListSelectorView;
     transactionDetailLocalData: TransactionDetailLocalData;
     transactionDetailUpdateStatus: FetchStateAndError;
-    transferAccounts: AccountBase[];
     isUpdateNotAllowed?: boolean;
     transaction?: SupportedTransactionWithCOT;
 }
 export interface VendorDetailsView extends SelectorView {
     vendors: Vendor[];
 }
+export declare const getDetailInFlightRecommendations: (state: RootState, transactionId: TransactionID) => boolean;
 export declare const getTransactionDetail: (state: RootState, transactionId: TransactionID, fetchLinkedTransactions?: boolean) => TransactionDetailReport;
 export declare function getTransactionDetailForTransaction(rootState: RootState, transactionId: TransactionID): TransactionDetailReport | undefined;
 export declare const getInitialUpdatablePeriodsForTransactionRecommendations: (companyIncorporationDate?: ZeniDate, bookCloseDate?: ZeniDate) => {

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getInitialUpdatablePeriodsForTransactionRecommendations = exports.getTransactionDetail = void 0;
+exports.getInitialUpdatablePeriodsForTransactionRecommendations = exports.getTransactionDetail = exports.getDetailInFlightRecommendations = void 0;
 exports.getTransactionDetailForTransaction = getTransactionDetailForTransaction;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
@@ -14,12 +14,32 @@ 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 createTransferEntrySelector_1 = require("../createTransferEntry/createTransferEntrySelector");
 const classListSelector_1 = require("../classList/classListSelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
+// "Any line on this transaction is fetching category/class recommendations?"
+// Inlined as a plain function because the upstream selector
+// `getTransactionDetail` is also un-memoized and the iteration is O(lines)
+// — typically <10. Exported standalone so consumers that only need the
+// flag (e.g. footer save-disable) can avoid materializing the whole
+// detail report.
+const getDetailInFlightRecommendations = (state, transactionId) => {
+    const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+    const detail = (0, get_1.default)(state.transactionDetailState.transactionDetailById, detailKey, undefined);
+    if (detail == null) {
+        return false;
+    }
+    for (const lineItem of Object.values(detail.transactionDetailLocalData.lineItemById)) {
+        if (lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+            'In-Progress') {
+            return true;
+        }
+    }
+    return false;
+};
+exports.getDetailInFlightRecommendations = getDetailInFlightRecommendations;
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
-    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, createTransferEntryState, projectState, projectListState, } = state;
+    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const transactionDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, detailKey);
     let fetchState = {
@@ -86,7 +106,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
-    const { transferAccountsList, creditCardAccountsForTransferList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getDetailInFlightRecommendations)(state, transactionId);
     return {
         reportId: 'transaction_detail',
         reportTitle: 'Transaction Detail',
@@ -102,10 +122,8 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         classHierarchyList,
         accountsHierarchyList,
         classList: classList,
+        hasInFlightCategoryClassRecommendations,
         isAccountingClassesEnabled,
-        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
-        creditCardAccountsForTransferList,
-        transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,
         isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,

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

@@ -14,6 +14,7 @@ export interface TransactionDetailLineItemData extends TransactionLineBase {
     isClassMiscategorized: boolean;
     account?: AccountBase;
     billable?: BillableStatus;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     isCategoryUpdateSelected?: boolean;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.69-betaML2",
+  "version": "5.0.69-betaML31",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

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

@@ -1,56 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { initialCreateTransferEntryState, } from './createTransferEntryState';
-export const initialState = initialCreateTransferEntryState;
-const createTransferEntrySlice = createSlice({
-    name: 'createTransferEntry',
-    initialState,
-    reducers: {
-        fetchAccountsForTransferFlow(draft, action) {
-            draft.transferAccountsByType[action.payload.kind].fetchState =
-                'In-Progress';
-        },
-        updateAccountsForTransferFlow(draft, action) {
-            const slice = draft.transferAccountsByType[action.payload.kind];
-            slice.fetchState = 'Completed';
-            slice.accountIds = action.payload.accountIds;
-        },
-        updateAccountsForTransferFlowFailure(draft, action) {
-            draft.transferAccountsByType[action.payload.kind].fetchState = 'Error';
-        },
-        createTransferEntry: {
-            prepare(payload) {
-                return { payload };
-            },
-            reducer(draft) {
-                draft.createTransferEntryStatus = 'In-Progress';
-            },
-        },
-        createTransferEntrySuccess(draft) {
-            draft.createTransferEntryStatus = 'Completed';
-        },
-        createTransferEntryFailure(draft) {
-            draft.createTransferEntryStatus = 'Error';
-        },
-        resetCreateTransferEntryStatus(draft) {
-            draft.createTransferEntryStatus = 'Not-Started';
-        },
-        createTransferEntryReplacedTransaction: {
-            prepare(previousTransactionId, newTransactionId) {
-                return { payload: { newTransactionId, previousTransactionId } };
-            },
-            reducer(draft, action) {
-                draft.lastTransferEntryReplacement = action.payload;
-            },
-        },
-        /**
-         * One-shot acknowledgement: the host has consumed the route-replacement
-         * signal and navigated to the new transaction url, so we can drop the
-         * record. Re-dispatching is idempotent.
-         */
-        clearTransferEntryRouteReplacement(draft) {
-            draft.lastTransferEntryReplacement = undefined;
-        },
-    },
-});
-export const { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, createTransferEntry, createTransferEntrySuccess, createTransferEntryFailure, resetCreateTransferEntryStatus, createTransferEntryReplacedTransaction, clearTransferEntryRouteReplacement, } = createTransferEntrySlice.actions;
-export default createTransferEntrySlice.reducer;

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

@@ -1,63 +0,0 @@
-import { createSelector } from '@reduxjs/toolkit';
-import { getAccountBase, getAccountBaseForCreditCardTransferAccounts, getAccountBaseForTransferAccounts, } from '../../entity/account/accountSelector';
-import { getAccountList } from '../accountList/accountListSelector';
-export function getCreateTransferEntryStatus(state) {
-    return state.createTransferEntryState.createTransferEntryStatus;
-}
-export function getLastTransferEntryReplacement(state) {
-    return state.createTransferEntryState.lastTransferEntryReplacement;
-}
-/**
- * Shared resolver for the credit/debit dropdowns in the transfer drawer.
- *
- * Resolution policy (intentional):
- * 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 `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
- *   empty" — all three collapse to the COA fallback. The product preference
- *   is "always show something selectable" over "show a spinner that may never
- *   resolve". Loading/error UI belongs in the view layer; if you need a
- *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
- *   separately rather than changing the resolution policy here.
- * - Does NOT enforce "API result is authoritative even if empty" — a tenant
- *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
- *   transfer destinations) will still see the COA. That trade-off is
- *   accepted because the alternative blocks the user from picking anything;
- *   the backend distinguishes "no result" from "endpoint not implemented" by
- *   surfacing an error response, which the view layer handles separately.
- *
- * Memoized with reselect so consuming view-models don't recompute on every
- * unrelated state change.
- */
-export const getResolvedTransferAccounts = createSelector([
-    (state) => state.accountState,
-    (state) => state.accountListState,
-    (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
-        .map((id) => getAccountBaseForTransferAccounts(accountState, id))
-        .filter((account) => account != null);
-    const coaFallbackAllAccounts = accountList.accounts
-        .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
-        .filter((account) => account != null);
-    const transferAccountsList = transferEligibleFromApi.length > 0
-        ? transferEligibleFromApi
-        : coaFallbackAllAccounts;
-    const creditCardFromApi = creditCardOnlyIds
-        .map((id) => getAccountBaseForCreditCardTransferAccounts(accountState, id))
-        .filter((account) => account != null);
-    const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
-    const creditCardAccountsForTransferList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
-    return { creditCardAccountsForTransferList, transferAccountsList };
-});

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

@@ -1,17 +0,0 @@
-/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
-export const TRANSFER_ACCOUNTS_FETCH_TYPE = [
-    'transfer_eligible',
-    'credit_card_only',
-];
-const initialTransferAccountsState = {
-    accountIds: [],
-    fetchState: 'Not-Started',
-};
-export const initialCreateTransferEntryState = {
-    createTransferEntryStatus: 'Not-Started',
-    lastTransferEntryReplacement: undefined,
-    transferAccountsByType: {
-        transfer_eligible: initialTransferAccountsState,
-        credit_card_only: initialTransferAccountsState,
-    },
-};

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

@@ -1,112 +0,0 @@
-import { concat, from, timer } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
-import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
-import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
-import { removeTransaction, updateTransaction, } from '../../../entity/transaction/transactionReducer';
-import { isSuccessResponse } from '../../../responsePayload';
-import { removeTransactionFromAllTabs } from '../../expenseAutomationView/reducers/transactionsViewReducer';
-import { initializeTransactionDetailLocalData, removeTransactionDetail, } from '../../transactionDetail/transactionDetailReducer';
-import { getTransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, } from '../createTransferEntryReducer';
-// ─── Pure helpers ────────────────────────────────────────────────────────────
-function transactionIdsAreEqual(a, b) {
-    return a.id === b.id && a.type === b.type;
-}
-const successSnackbar = () => openSnackbar({
-    messageSection: 'create_transfer_entry',
-    messageText: 'success',
-    type: 'success',
-});
-const failureSnackbar = () => openSnackbar({
-    messageSection: 'create_transfer_entry',
-    messageText: 'failed',
-    type: 'error',
-});
-function buildFailureActions() {
-    return [createTransferEntryFailure(), failureSnackbar()];
-}
-function buildSuccessSideEffects(sourceTransactionId) {
-    return [
-        createTransferEntrySuccess(),
-        removeTransactionFromAllTabs(sourceTransactionId),
-        successSnackbar(),
-    ];
-}
-function buildPreviousTransactionCleanupActions(previousTransactionId) {
-    return [
-        removeTransaction(getTransactionDetailKey(previousTransactionId)),
-        removeTransactionDetail(previousTransactionId),
-        clearTransferEntryRouteReplacement(),
-    ];
-}
-/**
- * Emits `resetCreateTransferEntryStatus()` (and, on the replacement path, the
- * follow-up cleanup actions) one scheduler tick after the success actions.
- *
- * Why the `timer(0)` (and not synchronous emission):
- * On the replacement path the host (web-app-ui) watches
- * `lastTransferEntryReplacement`, navigates to the new transaction url, and
- * then sees `clearTransferEntryRouteReplacement` clear the signal. If we
- * dispatched the cleanup actions in the same tick as
- * `createTransferEntryReplacedTransaction`, redux subscribers would observe
- * `lastTransferEntryReplacement` flicker on then off in a single render, and
- * the old transaction's state (which the still-mounted detail view may be
- * reading) would be torn down before the host has had a chance to start
- * navigating. Deferring by one microtask gives the host exactly one render
- * pass to react before we tear down the previous transaction.
- */
-function delayedResetAndPreviousCleanup(previousTransactionId) {
-    return timer(0).pipe(mergeMap(() => {
-        const actions = [resetCreateTransferEntryStatus()];
-        if (previousTransactionId != null) {
-            actions.push(...buildPreviousTransactionCleanupActions(previousTransactionId));
-        }
-        return from(actions);
-    }));
-}
-// ─── Success-path branches ───────────────────────────────────────────────────
-function handleSuccessWithoutTransactionBody(transactionId) {
-    return concat(from(buildSuccessSideEffects(transactionId)), delayedResetAndPreviousCleanup(undefined));
-}
-function handleSuccessWithTransactionBody(transactionPayload, vendorPayload, previousTransactionId, sourceTransactionId) {
-    const newTransactionId = toTransactionID(transactionPayload);
-    const replaced = !transactionIdsAreEqual(previousTransactionId, newTransactionId);
-    const immediate = [
-        updateTransaction(getTransactionDetailKey(newTransactionId), transactionPayload),
-        initializeTransactionDetailLocalData({
-            transactionId: newTransactionId,
-            vendorId: vendorPayload?.[0]?.vendor_id,
-        }),
-        ...buildSuccessSideEffects(sourceTransactionId),
-    ];
-    if (replaced) {
-        immediate.push(createTransferEntryReplacedTransaction(previousTransactionId, newTransactionId));
-    }
-    return concat(from(immediate), delayedResetAndPreviousCleanup(replaced ? previousTransactionId : undefined));
-}
-// ─── Top-level epic ──────────────────────────────────────────────────────────
-const CREATE_TRANSFER_ENTRY_URL = `https://dev.api.zeni.ai/version/accounting/komal/1.0/transactions/transaction-type-update`;
-export const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createTransferEntry.match), mergeMap((action) => {
-    const { transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType, } = action.payload;
-    const previousTransactionId = {
-        id: transactionId,
-        type: sourceTransactionType,
-    };
-    return zeniAPI
-        .postAndGetJSON(CREATE_TRANSFER_ENTRY_URL, {
-        transaction_type: transactionType,
-        transaction_id: transactionId,
-        to_account_integration_id: creditAccountIntegrationId,
-        from_account_integration_id: debitAccountIntegrationId,
-        memo,
-    })
-        .pipe(mergeMap((response) => {
-        if (!isSuccessResponse(response)) {
-            return from(buildFailureActions());
-        }
-        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

@@ -1,36 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, groupBy, mergeMap, switchMap } from 'rxjs/operators';
-import { updateAccounts } from '../../../entity/account/accountReducer';
-import { isSuccessResponse } from '../../../responsePayload';
-import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, } from '../createTransferEntryReducer';
-const REPORT_ID_BY_TYPE = {
-    transfer_eligible: 'transfer_accounts',
-    credit_card_only: 'credit_card_transfer_accounts',
-};
-const QUERY_BY_TYPE = {
-    transfer_eligible: { is_only_include_transfer_accounts: true },
-    credit_card_only: { is_include_only_credit_card_accounts: true },
-};
-/**
- * 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$.pipe(switchMap((action) => {
-    const { kind } = action.payload;
-    const queryValue = QUERY_BY_TYPE[kind];
-    const reportId = REPORT_ID_BY_TYPE[kind];
-    const url = `https://dev.api.zeni.ai/version/accounting/komal/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryValue))}`;
-    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            const accountIds = response.data.accounts.map((account) => account.account_id);
-            const actions = [
-                updateAccounts(response.data.accounts, reportId),
-                updateAccountsForTransferFlow({ accountIds, kind }),
-            ];
-            return of(...actions);
-        }
-        return of(updateAccountsForTransferFlowFailure({ kind }));
-    }), catchError(() => of(updateAccountsForTransferFlowFailure({ kind }))));
-}))));