@zeniai/client-epic-state 5.0.69-betaML21 → 5.0.69-betaML31

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

@@ -59,6 +59,22 @@ export const filterAutoTabLineItems = (tabView, transactionId, updatedTransactio
     }
 };
 export const MAX_SELECTION_LIMIT = 5;
+// Returns true when the transaction should be auto-added to the
+// selectedCheckBoxTransactionIds list after a categorization-related
+// state mutation: all line items are filled, the selection limit has
+// not been hit, and the id isn't already in the list. Consolidates the
+// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
+// setAllItemsToCategoryClassInLocalDataForCategorization, and
+// setEntityRecommendationForLineIdInLocalData below).
+export const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
+        return false;
+    }
+    if (selectedCheckBoxTransactionIds.length >= MAX_SELECTION_LIMIT) {
+        return false;
+    }
+    return checkIfAllLineItemsAreCategoryClassFilled(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+};
 export const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -544,10 +560,14 @@ export const setEntityRecommendationForLineIdInLocalData = (draft, transaction,
         selectedEntity: transactionDetailLocalData.selectedEntity,
         tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
     };
+    // Auto-uncheck if not all line items are filled (the row's
+    // category/class became stale after the entity update). Otherwise
+    // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
+    // gate is consistently applied across all auto-add sites.
     if (!checkIfAllLineItemsAreCategoryClassFilled(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
+    else if (shouldAutoSelectAndAdd(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

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

@@ -3,9 +3,8 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
-import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
+import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
-import { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -421,12 +420,9 @@ const expenseAutomationTransactionsView = createSlice({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                        selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
-                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                        shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...draft.transactionCategorizationView[selectedTab]
-                                .selectedCheckBoxTransactionIds,
+                            ...selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -509,9 +505,26 @@ const expenseAutomationTransactionsView = createSlice({
                 const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
+                    const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    // Release the per-line fetch flag for every line this fetch
+                    // covered. Done in-place on the freshly returned local data
+                    // (the helper produces a new mutable object), before we write
+                    // it back to the draft.
+                    lineIds.forEach((lineId) => {
+                        const lineItem = newLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            newLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
                     draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                         transactionId: transaction.id,
-                        transactionReviewLocalData: setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
+                        transactionReviewLocalData: newLocalData,
                     };
                     // Mark transaction as dirty (autofill happened)
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -524,6 +537,99 @@ const expenseAutomationTransactionsView = createSlice({
                 }
             },
         },
+        // Start arm of the line-update recommendations fetch. Flips covered
+        // lines to In-Progress AND removes the transaction from
+        // selectedCheckBoxTransactionIds — the row is unchecked + disabled
+        // until either the success arm (recheck if limit allows) or the
+        // failure arm releases the per-line flag.
+        markCategoryClassRecommendationsInProgressForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const tab = draft.transactionCategorizationView[selectedTab];
+                const transactionLocalData = recordGet(tab.transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'In-Progress',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+                // Uncheck on fetch start: the row's existing category/class are
+                // stale after a payee change, so we drop the auto-selection until
+                // fresh recommendations land.
+                if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
+                    tab.selectedCheckBoxTransactionIds =
+                        tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Completed arm. Used by the epic when the HTTP call succeeds but the
+        // server returned no per-line recommendations — we still need to
+        // release the In-Progress flag so the skeleton resolves. Successful
+        // responses with recommendations go through
+        // setEntityRecommendationForLineIdsForCategorization instead (which
+        // also flips the lines to Completed).
+        markCategoryClassRecommendationsCompletedForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds } = action.payload;
+                const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds) {
+                return { payload: { selectedTab, transactionId, lineIds } };
+            },
+        },
+        // Failure arm. Flips covered lines to Error so the skeleton resolves
+        // and downstream UI can react to the failure. The transaction stays
+        // unchecked from the start-arm action.
+        markCategoryClassRecommendationsFailureForCategorization: {
+            reducer(draft, action) {
+                const { selectedTab, transactionId, lineIds, error } = action.payload;
+                const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId.id, undefined);
+                if (transactionLocalData != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Error',
+                                    error,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(selectedTab, transactionId, lineIds, error) {
+                return { payload: { selectedTab, transactionId, lineIds, error } };
+            },
+        },
         fetchTransactionCategorizationSuccess(draft, action) {
             const { selectedTab, refreshViewInBackground } = action.payload;
             if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -619,9 +725,7 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -695,9 +799,7 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -928,18 +1030,7 @@ const expenseAutomationTransactionsView = createSlice({
                 };
             },
         },
-        removeTransactionFromAllTabs: {
-            prepare(transactionId) {
-                return { payload: { transactionId } };
-            },
-            reducer(draft, action) {
-                const { transactionId } = action.payload;
-                for (const tab of TRANSACTIONS_TABS) {
-                    removeTransactionFromTabView(draft.transactionCategorizationView[tab], transactionId);
-                }
-            },
-        },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -1,3 +1,4 @@
+import { createSelector } from '@reduxjs/toolkit';
 import omit from 'lodash/omit';
 import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -6,14 +7,63 @@ import { getTransactionWithCOT } from '../../../entity/transaction/transactionHe
 import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
-import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
 import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
-// Re-exported here for back-compat. New code should import from
-// `view/createTransferEntry/createTransferEntrySelector`.
-export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
+// 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 = createSelector((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
+    .review.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
+const getAutoCategorizedInFlightRecommendationsByTransactionId = 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.
+export const getCategorizationInFlightRecommendationsByTransactionId = (state) => {
+    const tab = state.expenseAutomationTransactionsViewState
+        .selectedTransactionCategorizationTab;
+    switch (tab) {
+        case 'review':
+            return getReviewInFlightRecommendationsByTransactionId(state);
+        case 'autoCategorized':
+            return getAutoCategorizedInFlightRecommendationsByTransactionId(state);
+        default:
+            return {};
+    }
+};
+// Page-level "any line on the active tab is in flight?" flag. Drives the
+// list-page Save disable.
+export const getCategorizationHasInFlightRecommendations = createSelector(getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, 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 = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -107,7 +157,8 @@ export function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
+    const inFlightCategoryClassRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId(state);
+    const hasInFlightCategoryClassRecommendations = getCategorizationHasInFlightRecommendations(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -121,6 +172,8 @@ export function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,
@@ -128,7 +181,6 @@ export function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
-        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -136,8 +188,6 @@ export function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        creditCardTransferAccountsList,
-        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

@@ -0,0 +1,83 @@
+import { concat, of, timer } from 'rxjs';
+import { catchError, debounce, filter, groupBy, mergeMap, switchMap, } from 'rxjs/operators';
+import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
+import { getTransactionWithCOT, getTransactionWithCOTFromRecommendations, } from '../../entity/transaction/transactionHelper';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { getUncategorizedAccounts } from '../accountList/accountListSelector';
+import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization, } from '../expenseAutomationView/reducers/transactionsViewReducer';
+import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, } from '../transactionDetail/transactionDetailReducer';
+import { buildRecommendationUrl, getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, } from './recommendationHelper';
+import { fetchEntityRecommendationsForLineUpdate } from './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}${[...lineIds]
+    .sort((a, b) => a.localeCompare(b))
+    .join(SEPARATOR)}`;
+// Targeted recommendations fetch that drives the per-line skeleton, the
+// list-page row-checkbox uncheck/recheck, and the page-level Save
+// disable.
+//
+// Concurrency model:
+//   - groupBy by (flowType, transactionId, sorted lineIds) so distinct
+//     targets run in parallel.
+//   - inside each group, switchMap so a re-fetch on the SAME target
+//     cancels any prior in-flight request for that target.
+//   - groupBy duration selector closes idle groups to bound memory.
+export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchEntityRecommendationsForLineUpdate.match), groupBy((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe(debounce(() => timer(GROUP_INACTIVITY_TIMEOUT_MS)))), mergeMap((group$) => group$.pipe(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
+        ? markCategoryClassRecommendationsInProgressForCategorization(selectedTab, transactionId, lineIds)
+        : markCategoryClassRecommendationsInProgressForTransactionDetail(transactionId, lineIds);
+    const url = buildRecommendationUrl(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT === true);
+    const httpStream$ = zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return of(flowType === 'categorization' && selectedTab != null
+                ? markCategoryClassRecommendationsFailureForCategorization(selectedTab, transactionId, lineIds, response.status)
+                : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, response.status));
+        }
+        const recommendationWithCOTByLineId = 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 of(flowType === 'categorization' && selectedTab != null
+                ? markCategoryClassRecommendationsCompletedForCategorization(selectedTab, transactionId, lineIds)
+                : markCategoryClassRecommendationsCompletedForTransactionDetail(transactionId, lineIds));
+        }
+        const transactionWithCOT = isFetchCOT === true
+            ? getTransactionWithCOTFromRecommendations(transaction, recommendationWithCOTByLineId)
+            : getTransactionWithCOT(transaction);
+        const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
+        if (flowType === 'categorization' && selectedTab != null) {
+            return of(setEntityRecommendationForLineIdsForCategorization(selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
+        }
+        return of(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
+    }), catchError((error) => {
+        const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error));
+        const status = createZeniAPIStatus('Unexpected Error', errorMessage);
+        return of(flowType === 'categorization' && selectedTab != null
+            ? markCategoryClassRecommendationsFailureForCategorization(selectedTab, transactionId, lineIds, status)
+            : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status));
+    }));
+    return concat(of(startAction), httpStream$);
+}))));

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

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

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

@@ -33,6 +33,41 @@ const recommendation = createSlice({
                 };
             },
         },
+        // Targeted recommendations fetch fired when the user changes the
+        // payee/customer on a single transaction line (or the JE sibling set
+        // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
+        // which uses groupBy + switchMap to keep fetches for distinct targets
+        // running in parallel while same-target re-fetches still cancel each
+        // other. The flowType discriminator selects the categorization vs
+        // detail slice for the per-line In-Progress / Completed / Error state.
+        fetchEntityRecommendationsForLineUpdate: {
+            reducer(draft, action) {
+                const { entity } = action.payload;
+                const key = getEntityRecommendationKey(entity.type, entity.id);
+                // Unconditional flip to In-Progress; the previous variant only
+                // seeded when missing, which left stale fetchStates when a prior
+                // fetch had already populated the entity entry.
+                draft.recommendationByEntity[key] = {
+                    ...(draft.recommendationByEntity[key] ??
+                        initialEntityRecommendationState),
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        entity,
+                        amount,
+                        transactionDetails,
+                        flowType,
+                        selectedTab,
+                        isFetchCOT,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+        },
         fetchRecommendationByEntityName: {
             reducer(draft, action) {
                 const { entityName, entityType } = action.payload;
@@ -111,7 +146,7 @@ const recommendation = createSlice({
         },
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);

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

@@ -13,13 +13,12 @@ import { fetchAccountList } from '../../accountList/accountListReducer';
 import { fetchClassList } from '../../classList/classListReducer';
 import { getInitializedTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper';
 import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
-import { fetchAccountsForTransferFlow } from '../../createTransferEntry/createTransferEntryReducer';
 import { fetchOwnerList } from '../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../projectList/projectListReducer';
 import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState, } from '../transactionDetailReducer';
 import { getAllLinkedTransactions, getTransactionDetailKey, } from '../transactionDetailState';
 export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionDetail.match), mergeMap((action) => {
-    const { transactionId, cacheOverride, isCreateTransferEntryFromExpenseEnabled, } = action.payload;
+    const { transactionId, cacheOverride } = action.payload;
     const detailKey = getTransactionDetailKey(transactionId);
     const transactionActions = [];
     if (cacheOverride === true) {
@@ -36,17 +35,6 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
             accountList.fetchState !== 'In-Progress') {
             transactionActions.push(fetchAccountList('accountList'));
         }
-        if (isCreateTransferEntryFromExpenseEnabled === true) {
-            const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-            if (transferEntryEligible.fetchState !== 'In-Progress' &&
-                transferEntryEligible.fetchState !== 'Completed') {
-                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'transferEntryEligible' }));
-            }
-            if (creditCardOnlyEligible.fetchState !== 'In-Progress' &&
-                creditCardOnlyEligible.fetchState !== 'Completed') {
-                transactionActions.push(fetchAccountsForTransferFlow({ kind: 'creditCardOnlyEligible' }));
-            }
-        }
         const classList = state$.value.classListState;
         if (classList.hasValidState() === false &&
             classList.fetchState !== 'In-Progress') {
@@ -60,7 +48,7 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
         transactionActions.push(updateTransactionDetailFetchState(transactionId, 'In-Progress'));
         const query = { transaction_type: transactionId.type };
         const getTransactionDetail$ = 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(mergeMap((response) => {
             if (isSuccessResponse(response) &&
                 response.data?.transaction?.transaction_id != null) {