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

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

@@ -3,8 +3,9 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getLastTransferEntryReplacement = void 0;
+exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
+const toolkit_1 = require("@reduxjs/toolkit");
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -13,15 +14,64 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
-const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-// Re-exported here for back-compat. New code should import from
-// `view/createTransferEntry/createTransferEntrySelector`.
-var createTransferEntrySelector_2 = require("../../createTransferEntry/createTransferEntrySelector");
-Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
+// Walks the tab's transactionReviewLocalDataById map and returns
+// `{ [transactionId]: true }` for every transaction that has at least
+// one line whose targeted-fetch is In-Progress. Pulled out as a plain
+// function so each tab's createSelector can share it.
+const computeCategorizationInFlightRecommendations = (transactionReviewLocalDataById) => {
+    const result = {};
+    if (transactionReviewLocalDataById == null) {
+        return result;
+    }
+    for (const [transactionId, data] of Object.entries(transactionReviewLocalDataById)) {
+        const lineItems = Object.values(data.transactionReviewLocalData.lineItemById);
+        if (lineItems.some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+            'In-Progress')) {
+            result[transactionId] = true;
+        }
+    }
+    return result;
+};
+// Per-tab createSelector instances. Each one is memoized on its OWN tab's
+// transactionReviewLocalDataById reference. Switching tabs A->B->A no
+// longer busts the memo for tab A — the dispatcher below just returns
+// whichever per-tab selector matches the active tab, and reselect keeps
+// the prior result alive as long as the underlying slice ref is stable.
+const getReviewInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
+    .review.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
+const getAutoCategorizedInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
+    .autoCategorized.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
+// Per-transaction "any line is fetching category/class recommendations?"
+// map for the active categorization tab. Dispatches to the per-tab
+// memoized selector above so steady state (no fetches in flight)
+// recomputes only when the active tab's local data changes; tab switches
+// are O(1) cache lookups.
+//
+// `default` guards against the union "lying" at runtime: `TransactionsTab`
+// is produced via `stringToUnion`, which falls back to `s as StringUnion`
+// for unrecognized strings, so an unexpected value can land in state. The
+// downstream `getCategorizationHasInFlightRecommendations` calls
+// `Object.keys` on this result, so we must always return an object.
+const getCategorizationInFlightRecommendationsByTransactionId = (state) => {
+    const tab = state.expenseAutomationTransactionsViewState
+        .selectedTransactionCategorizationTab;
+    switch (tab) {
+        case 'review':
+            return getReviewInFlightRecommendationsByTransactionId(state);
+        case 'autoCategorized':
+            return getAutoCategorizedInFlightRecommendationsByTransactionId(state);
+        default:
+            return {};
+    }
+};
+exports.getCategorizationInFlightRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId;
+// Page-level "any line on the active tab is in flight?" flag. Drives the
+// list-page Save disable.
+exports.getCategorizationHasInFlightRecommendations = (0, toolkit_1.createSelector)(exports.getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -115,7 +165,8 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const { transferAccountsList, creditCardAccountsForTransferList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
+    const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -129,6 +180,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,
@@ -136,7 +189,6 @@ function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
-        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -144,8 +196,6 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        creditCardAccountsForTransferList,
-        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

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

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

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

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

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

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

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization } from '../expenseAutomationView/reducers/transactionsViewReducer';
+import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail } from '../transactionDetail/transactionDetailReducer';
+import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
+export type ActionType = ReturnType<typeof fetchEntityRecommendationsForLineUpdate> | ReturnType<typeof markCategoryClassRecommendationsInProgressForCategorization> | ReturnType<typeof markCategoryClassRecommendationsCompletedForCategorization> | ReturnType<typeof markCategoryClassRecommendationsFailureForCategorization> | ReturnType<typeof markCategoryClassRecommendationsInProgressForTransactionDetail> | ReturnType<typeof markCategoryClassRecommendationsCompletedForTransactionDetail> | ReturnType<typeof markCategoryClassRecommendationsFailureForTransactionDetail> | ReturnType<typeof setEntityRecommendationForLineIdsForCategorization> | ReturnType<typeof setEntityRecommendationForLineIdsForTransactionDetail>;
+export declare const fetchEntityRecommendationsForLineUpdateEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -0,0 +1,87 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchEntityRecommendationsForLineUpdateEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const transactionHelper_1 = require("../../entity/transaction/transactionHelper");
+const responsePayload_1 = require("../../responsePayload");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+const transactionsViewReducer_1 = require("../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailReducer_1 = require("../transactionDetail/transactionDetailReducer");
+const recommendationHelper_1 = require("./recommendationHelper");
+const recommendationReducer_1 = require("./recommendationReducer");
+// Close the per-target groupBy bucket after this much idle time so inactive
+// groups don't accumulate forever (each group holds a Subject + a chain of
+// active subscribers; without a duration selector groupBy retains them for
+// the lifetime of the source observable, which is the lifetime of the app).
+// Picked at 60s to leave a generous window for re-fetches on the same
+// payee/transaction/line target while still bounding memory.
+const GROUP_INACTIVITY_TIMEOUT_MS = 60000;
+// Build the groupBy key. Same flow + same transaction + same line set
+// share a target so switchMap can cancel an in-flight prior fetch. Use
+// NUL (\u0000) as separator because it can never appear in transaction
+// or line ids (vs the `|` used in an earlier WIP which collides with
+// pipe-delimited synthetic ids).
+const SEPARATOR = '\u0000';
+const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR}${transactionId}${SEPARATOR}${[...lineIds]
+    .sort((a, b) => a.localeCompare(b))
+    .join(SEPARATOR)}`;
+// Targeted recommendations fetch that drives the per-line skeleton, the
+// list-page row-checkbox uncheck/recheck, and the page-level Save
+// disable.
+//
+// Concurrency model:
+//   - groupBy by (flowType, transactionId, sorted lineIds) so distinct
+//     targets run in parallel.
+//   - inside each group, switchMap so a re-fetch on the SAME target
+//     cancels any prior in-flight request for that target.
+//   - groupBy duration selector closes idle groups to bound memory.
+const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.fetchEntityRecommendationsForLineUpdate.match), (0, operators_1.groupBy)((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe((0, operators_1.debounce)(() => (0, rxjs_1.timer)(GROUP_INACTIVITY_TIMEOUT_MS)))), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
+    const { entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionId, transaction, lineIds } = transactionDetails;
+    // Synchronously emit the start arm so the per-line skeleton +
+    // row uncheck happen before the HTTP request begins.
+    const startAction = flowType === 'categorization' && selectedTab != null
+        ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsInProgressForCategorization)(selectedTab, transactionId, lineIds)
+        : (0, transactionDetailReducer_1.markCategoryClassRecommendationsInProgressForTransactionDetail)(transactionId, lineIds);
+    const url = (0, recommendationHelper_1.buildRecommendationUrl)(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT === true);
+    const httpStream$ = zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(selectedTab, transactionId, lineIds, response.status)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, response.status));
+        }
+        const recommendationWithCOTByLineId = (0, recommendationHelper_1.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT)(response.data.recommendations, lineIds);
+        // HTTP 200 with no per-line recommendations: NOT an error.
+        // Flip lines to Completed so the skeleton resolves and
+        // downstream UI can treat this as "we tried, nothing to
+        // apply".
+        if (recommendationWithCOTByLineId == null) {
+            return (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsCompletedForCategorization)(selectedTab, transactionId, lineIds)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsCompletedForTransactionDetail)(transactionId, lineIds));
+        }
+        const transactionWithCOT = isFetchCOT === true
+            ? (0, transactionHelper_1.getTransactionWithCOTFromRecommendations)(transaction, recommendationWithCOTByLineId)
+            : (0, transactionHelper_1.getTransactionWithCOT)(transaction);
+        const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
+        if (flowType === 'categorization' && selectedTab != null) {
+            return (0, rxjs_1.of)((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
+        }
+        return (0, rxjs_1.of)((0, transactionDetailReducer_1.setEntityRecommendationForLineIdsForTransactionDetail)(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
+    }), (0, operators_1.catchError)((error) => {
+        const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error));
+        const status = (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', errorMessage);
+        return (0, rxjs_1.of)(flowType === 'categorization' && selectedTab != null
+            ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(selectedTab, transactionId, lineIds, status)
+            : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, status));
+    }));
+    return (0, rxjs_1.concat)((0, rxjs_1.of)(startAction), httpStream$);
+}))));
+exports.fetchEntityRecommendationsForLineUpdateEpic = fetchEntityRecommendationsForLineUpdateEpic;

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

@@ -1,8 +1,17 @@
 import { RecommendationPayload, RecommendationPayloadWithCOT } from '../../commonPayloadTypes/recommendationPayload';
 import { ID } from '../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../commonStateTypes/recommendationBase';
+import { Entity } from '../../entity/genericEntity/entity';
 import { RecommendationByLineId, RecommendationWithCOTByLineId } from '../../entity/transaction/stateTypes/transaction';
+import { SupportedTransaction } from '../../entity/transaction/transactionState';
 export declare const getRecommendationFromRecommendationPayload: (payload: RecommendationPayload[]) => Recommendation[] | undefined;
 export declare const getRecommendationByLineIdFromRecommendationPayload: (recommendationPayload: RecommendationPayload[], lineIds: ID[]) => RecommendationByLineId | undefined;
 export declare const getRecommendationWithCOTFromRecommendationPayloadWithCOT: (payload: RecommendationPayloadWithCOT[]) => RecommendationWithCOT[] | undefined;
+export declare const buildRecommendationUrl: (accountMicroServiceBaseUrl: string, entity: Entity, amount: number, transactionDetails: {
+    lineIds: ID[];
+    transaction: SupportedTransaction;
+    transactionId: {
+        id: string;
+    };
+}, isFetchCOT: boolean) => string;
 export declare const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT: (recommendationPayload: RecommendationPayloadWithCOT[], lineIds: ID[]) => RecommendationWithCOTByLineId | undefined;

package/lib/view/recommendation/recommendationHelper.js

@@ -1,7 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
+exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.buildRecommendationUrl = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
 const transactionPayload_1 = require("../../entity/transaction/payloadTypes/transactionPayload");
+const transactionDetailState_1 = require("../transactionDetail/transactionDetailState");
 const getRecommendationFromRecommendationPayload = (payload) => {
     if (payload == null || payload.length === 0) {
         return undefined;
@@ -43,6 +44,35 @@ const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload) => {
     return recommendations;
 };
 exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = getRecommendationWithCOTFromRecommendationPayloadWithCOT;
+// Pluralized URL segment for entity types. Mirrors the legacy
+// fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
+const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
+// Build the recommendations URL for a single entity + transaction target.
+// Centralizes the URL shape so the legacy
+// fetchEntityRecommendationsByTransactionIdEpic and the new
+// fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
+const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
+    const entityQuery = {
+        entity_name: entity.name,
+        entity_type: entity.type,
+    };
+    // Entity-id-null case: server expects entity_name / entity_type query
+    // instead of the {entityType}/{qboId}/recommendations path.
+    if (entity.qboId === entity.name) {
+        return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
+    }
+    const query = {
+        amount,
+        transaction_id: (0, transactionDetailState_1.getActualTransactionID)(transactionDetails.transactionId.id),
+        transaction_type: transactionDetails.transaction.type,
+        line_ids: transactionDetails.lineIds,
+    };
+    if (isFetchCOT === true) {
+        query.include_cot = true;
+    }
+    return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
+};
+exports.buildRecommendationUrl = buildRecommendationUrl;
 const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
     if (recommendationPayload.length === 0) {
         return undefined;

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

@@ -5,6 +5,7 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransaction } from '../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { EntityRecommendationState } from './recommendationState';
+export type RecommendationLineUpdateFlowType = 'categorization' | 'detail';
 export declare const initialState: EntityRecommendationState;
 export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
     lineIds: ID[];
@@ -22,7 +23,23 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
     isTransactionCategorizationFlow: any;
     isFetchCOT: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
+}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
+    lineIds: ID[];
+    transaction: SupportedTransaction;
+    transactionId: TransactionID;
+}, flowType: RecommendationLineUpdateFlowType, selectedTab?: "review" | "autoCategorized" | undefined, isFetchCOT?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+    entity: Entity;
+    amount: number;
+    transactionDetails: {
+        lineIds: ID[];
+        transaction: SupportedTransaction;
+        transactionId: TransactionID;
+    };
+    flowType: RecommendationLineUpdateFlowType;
+    selectedTab: "review" | "autoCategorized" | undefined;
+    isFetchCOT: any;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "recommendation/fetchEntityRecommendationsForLineUpdate", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
     entityName: string;
     entityType: EntityType;
 }, "recommendation/fetchRecommendationByEntityName", never, never>, fetchRecommendationByEntityId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityId: string, entityType: EntityType], {

package/lib/view/recommendation/recommendationReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
+exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const recommendationState_1 = require("./recommendationState");
 exports.initialState = {
@@ -37,6 +37,41 @@ const recommendation = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Targeted recommendations fetch fired when the user changes the
+        // payee/customer on a single transaction line (or the JE sibling set
+        // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
+        // which uses groupBy + switchMap to keep fetches for distinct targets
+        // running in parallel while same-target re-fetches still cancel each
+        // other. The flowType discriminator selects the categorization vs
+        // detail slice for the per-line In-Progress / Completed / Error state.
+        fetchEntityRecommendationsForLineUpdate: {
+            reducer(draft, action) {
+                const { entity } = action.payload;
+                const key = (0, recommendationState_1.getEntityRecommendationKey)(entity.type, entity.id);
+                // Unconditional flip to In-Progress; the previous variant only
+                // seeded when missing, which left stale fetchStates when a prior
+                // fetch had already populated the entity entry.
+                draft.recommendationByEntity[key] = {
+                    ...(draft.recommendationByEntity[key] ??
+                        recommendationState_1.initialEntityRecommendationState),
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        entity,
+                        amount,
+                        transactionDetails,
+                        flowType,
+                        selectedTab,
+                        isFetchCOT,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+        },
         fetchRecommendationByEntityName: {
             reducer(draft, action) {
                 const { entityName, entityType } = action.payload;
@@ -115,7 +150,7 @@ const recommendation = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
+_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
 exports.default = recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reportsResync/reportsResyncReducer.d.ts

@@ -2,8 +2,8 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ReportsResyncState } from './reportsResyncState';
 export declare const initialReportsResyncState: ReportsResyncState;
-export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts"], {
-    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation"], {
+    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
 }, "initiateReportsResync/initiateReportsResync", never, never>, initiateReportsClassViewRefetching: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     reportIdToResync: ReportID;
 }, "initiateReportsResync/initiateReportsClassViewRefetching">, reportsResyncSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/tasksCard/tasksCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

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

@@ -6,11 +6,10 @@ import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchAccountList } from '../../accountList/accountListReducer';
 import { fetchClassList } from '../../classList/classListReducer';
-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';
 import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState } from '../transactionDetailReducer';
-export type ActionType = ReturnType<typeof fetchTransactionDetail> | ReturnType<typeof updateTransaction> | ReturnType<typeof updateTransactionDetailFetchState> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchProjectList> | ReturnType<typeof fetchAccountList> | ReturnType<typeof updateSortUiState> | ReturnType<typeof updateVendors> | ReturnType<typeof updateTransactionVendorLocalData> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchAccountsForTransferFlow>;
+export type ActionType = ReturnType<typeof fetchTransactionDetail> | ReturnType<typeof updateTransaction> | ReturnType<typeof updateTransactionDetailFetchState> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchProjectList> | ReturnType<typeof fetchAccountList> | ReturnType<typeof updateSortUiState> | ReturnType<typeof updateVendors> | ReturnType<typeof updateTransactionVendorLocalData> | ReturnType<typeof fetchOwnerList>;
 export declare const fetchTransactionDetailEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -17,7 +17,6 @@ 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 ownerListReducer_1 = require("../../ownerList/ownerListReducer");
@@ -25,7 +24,7 @@ const projectListReducer_1 = require("../../projectList/projectListReducer");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.fetchTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
-    const { transactionId, cacheOverride, isCreateTransferEntryFromExpenseEnabled, } = action.payload;
+    const { transactionId, cacheOverride } = action.payload;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const transactionActions = [];
     if (cacheOverride === true) {
@@ -42,17 +41,6 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             accountList.fetchState !== 'In-Progress') {
             transactionActions.push((0, accountListReducer_1.fetchAccountList)('accountList'));
         }
-        if (isCreateTransferEntryFromExpenseEnabled === true) {
-            const { transfer_eligible, credit_card_only } = state$.value.createTransferEntryState.transferAccountsByType;
-            if (transfer_eligible.fetchState !== 'In-Progress' &&
-                transfer_eligible.fetchState !== 'Completed') {
-                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transfer_eligible' }));
-            }
-            if (credit_card_only.fetchState !== 'In-Progress' &&
-                credit_card_only.fetchState !== 'Completed') {
-                transactionActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'credit_card_only' }));
-            }
-        }
         const classList = state$.value.classListState;
         if (classList.hasValidState() === false &&
             classList.fetchState !== 'In-Progress') {
@@ -66,7 +54,7 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
         transactionActions.push((0, transactionDetailReducer_1.updateTransactionDetailFetchState)(transactionId, 'In-Progress'));
         const query = { transaction_type: transactionId.type };
         const getTransactionDetail$ = zeniAPI
-            .getJSON(`https://dev.api.zeni.ai/version/accounting/mohanrajoria/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
             .pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) &&
                 response.data?.transaction?.transaction_id != null) {

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

@@ -3,7 +3,7 @@ import { TransactionPayload } from '../../entity/transaction/payloadTypes/transa
 import { SupportedTransactionPayload } from '../../entity/transaction/transactionState';
 import { VendorPayload } from '../../entity/vendor/vendorPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
-export interface TransactionDetailPayload {
+interface TransactionDetailPayload {
     query: {
         transaction_id: string;
         transaction_type: string;