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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (99) hide show
  1. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  2. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +0 -2
  3. package/lib/entity/account/accountSelector.d.ts +0 -9
  4. package/lib/entity/account/accountSelector.js +1 -14
  5. package/lib/entity/account/accountState.d.ts +1 -1
  6. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  7. package/lib/entity/class/classReducer.d.ts +4 -4
  8. package/lib/entity/class/classState.d.ts +1 -1
  9. package/lib/entity/forecast/forecastState.d.ts +1 -1
  10. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  11. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  12. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  13. package/lib/entity/sectionProjectView/sectionProjectView.d.ts +1 -1
  14. package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts +2 -2
  15. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  16. package/lib/entity/snackbar/snackbarTypes.js +0 -1
  17. package/lib/entity/tenant/clearAllEpic.d.ts +1 -2
  18. package/lib/entity/tenant/clearAllEpic.js +0 -2
  19. package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +0 -4
  20. package/lib/entity/transaction/payloadTypes/transactionPayload.js +10 -18
  21. package/lib/entity/transaction/stateTypes/transaction.d.ts +0 -3
  22. package/lib/epic.d.ts +2 -3
  23. package/lib/epic.js +2 -3
  24. package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js +0 -2
  25. package/lib/esm/entity/account/accountSelector.js +0 -11
  26. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -1
  27. package/lib/esm/entity/tenant/clearAllEpic.js +0 -2
  28. package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +10 -18
  29. package/lib/esm/epic.js +2 -3
  30. package/lib/esm/index.js +8 -9
  31. package/lib/esm/reducer.js +0 -3
  32. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +0 -8
  33. package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +21 -1
  34. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +117 -26
  35. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +59 -9
  36. package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +83 -0
  37. package/lib/esm/view/recommendation/recommendationHelper.js +29 -0
  38. package/lib/esm/view/recommendation/recommendationReducer.js +36 -1
  39. package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js +2 -14
  40. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +122 -8
  41. package/lib/esm/view/transactionDetail/transactionDetailSelector.js +23 -6
  42. package/lib/index.d.ts +9 -9
  43. package/lib/index.js +36 -43
  44. package/lib/reducer.d.ts +0 -3
  45. package/lib/reducer.js +0 -3
  46. package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
  47. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  48. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  49. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  50. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  51. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  52. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  53. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  54. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts +1 -2
  55. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +0 -8
  56. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +2 -1
  57. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +23 -2
  58. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +15 -4
  59. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +117 -26
  60. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +3 -4
  61. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +3 -1
  62. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +61 -11
  63. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +1 -0
  64. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  65. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  66. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +9 -0
  67. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +87 -0
  68. package/lib/view/recommendation/recommendationHelper.d.ts +9 -0
  69. package/lib/view/recommendation/recommendationHelper.js +31 -1
  70. package/lib/view/recommendation/recommendationReducer.d.ts +18 -1
  71. package/lib/view/recommendation/recommendationReducer.js +37 -2
  72. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  73. package/lib/view/reportsResync/reportsResyncReducer.d.ts +2 -2
  74. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  75. package/lib/view/topEx/topExSelector.d.ts +1 -1
  76. package/lib/view/transactionDetail/epics/transactionDetailEpic.d.ts +1 -2
  77. package/lib/view/transactionDetail/epics/transactionDetailEpic.js +2 -14
  78. package/lib/view/transactionDetail/transactionDetailPayload.d.ts +1 -1
  79. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +12 -3
  80. package/lib/view/transactionDetail/transactionDetailReducer.js +123 -9
  81. package/lib/view/transactionDetail/transactionDetailSelector.d.ts +3 -6
  82. package/lib/view/transactionDetail/transactionDetailSelector.js +25 -7
  83. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +1 -0
  84. package/package.json +1 -1
  85. package/lib/esm/view/createTransferEntry/createTransferEntryReducer.js +0 -72
  86. package/lib/esm/view/createTransferEntry/createTransferEntrySelector.js +0 -64
  87. package/lib/esm/view/createTransferEntry/createTransferEntryState.js +0 -17
  88. package/lib/esm/view/createTransferEntry/epics/createTransferEntryEpic.js +0 -130
  89. package/lib/esm/view/createTransferEntry/epics/fetchTransferAccountsEpic.js +0 -36
  90. package/lib/view/createTransferEntry/createTransferEntryReducer.d.ts +0 -32
  91. package/lib/view/createTransferEntry/createTransferEntryReducer.js +0 -76
  92. package/lib/view/createTransferEntry/createTransferEntrySelector.d.ts +0 -39
  93. package/lib/view/createTransferEntry/createTransferEntrySelector.js +0 -69
  94. package/lib/view/createTransferEntry/createTransferEntryState.d.ts +0 -30
  95. package/lib/view/createTransferEntry/createTransferEntryState.js +0 -20
  96. package/lib/view/createTransferEntry/epics/createTransferEntryEpic.d.ts +0 -11
  97. package/lib/view/createTransferEntry/epics/createTransferEntryEpic.js +0 -134
  98. package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.d.ts +0 -14
  99. package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.js +0 -40
@@ -5,7 +5,7 @@ import { ZeniDate } from '../../zeniDayJS';
5
5
  import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
6
6
  export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "transactions" | "reports";
7
7
  export type AuditRuleEntityType = ReturnType<typeof toAuditRuleEntityType>;
8
- declare const toAuditRuleEntityIdType: (v: string) => "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" | "uncategorized-expense" | "uncategorized-income";
8
+ declare const toAuditRuleEntityIdType: (v: string) => "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" | "uncategorized-expense" | "uncategorized-income";
9
9
  export type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;
10
10
  export declare const toAuditRuleTypeIdType: (v: string) => "accounting" | "business";
11
11
  type AuditRuleTypeIdType = ReturnType<typeof toAuditRuleTypeIdType>;
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getBillPayCardReport: (state: RootState) => {
3
- 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";
3
+ 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";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  fetchState: import("../..").FetchState;
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getCardBalance: (state: RootState) => {
3
- 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";
3
+ 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";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  status: import("../..").Status | undefined;
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getCashBalance: (state: RootState) => {
3
- 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";
3
+ 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";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  status: import("../..").Status | undefined;
@@ -15,7 +15,7 @@ export declare const getCashInCashOut: (accountState: AccountState, accountGroup
15
15
  firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
16
16
  dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
17
17
  availableNumberOfPeriods: number | undefined;
18
- 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";
18
+ 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";
19
19
  reportTitle: string;
20
20
  version: string | number | undefined;
21
21
  status: import("../..").Status | undefined;
@@ -12,7 +12,7 @@ export declare const getCashPosition: (accountState: AccountState, cashPositionS
12
12
  firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
13
13
  dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
14
14
  availableNumberOfPeriods: number | undefined;
15
- 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";
15
+ 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";
16
16
  reportTitle: string;
17
17
  version: string | number | undefined;
18
18
  status: import("../..").Status | undefined;
@@ -1,12 +1,12 @@
1
1
  import { DashboardState } from './dashboardState';
2
2
  export declare const initialState: DashboardState;
3
- export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("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], {
3
+ export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("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], {
4
4
  userId: string;
5
5
  companyId: string;
6
6
  tenantId: string;
7
7
  fetchFullReport: any;
8
8
  cacheOverride: any;
9
- excludeResources: ("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")[];
9
+ excludeResources: ("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")[];
10
10
  }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
11
11
  declare const _default: import("redux").Reducer<DashboardState>;
12
12
  export default _default;
@@ -3,9 +3,8 @@ import { Observable } from 'rxjs';
3
3
  import { RootState } from '../../../../reducer';
4
4
  import { fetchAccountList } from '../../../accountList/accountListReducer';
5
5
  import { fetchClassList } from '../../../classList/classListReducer';
6
- import { fetchAccountsForTransferFlow } from '../../../createTransferEntry/createTransferEntryReducer';
7
6
  import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
8
7
  import { fetchProjectList } from '../../../projectList/projectListReducer';
9
8
  import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
10
- export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof fetchProjectList>;
9
+ export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
11
10
  export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;
@@ -7,7 +7,6 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
7
7
  const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
8
8
  const accountListReducer_1 = require("../../../accountList/accountListReducer");
9
9
  const classListReducer_1 = require("../../../classList/classListReducer");
10
- const createTransferEntryReducer_1 = require("../../../createTransferEntry/createTransferEntryReducer");
11
10
  const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
12
11
  const projectListReducer_1 = require("../../../projectList/projectListReducer");
13
12
  const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
@@ -27,13 +26,6 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
27
26
  accountList.fetchState === 'Not-Started') {
28
27
  updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
29
28
  }
30
- const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
31
- if (transferEntryEligible.fetchState === 'Not-Started') {
32
- updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transferEntryEligible' }));
33
- }
34
- if (creditCardOnlyEligible.fetchState === 'Not-Started') {
35
- updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'creditCardOnlyEligible' }));
36
- }
37
29
  const classList = state$.value.classListState;
38
30
  if (classList.hasValidState() === false &&
39
31
  classList.fetchState === 'Not-Started') {
@@ -27,6 +27,7 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
27
27
  */
28
28
  export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
29
29
  export declare const MAX_SELECTION_LIMIT = 5;
30
+ export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], uncategorizedAccounts: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => boolean;
30
31
  export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
31
32
  export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", uncategorizedAccounts: UncategorizedAccounts, selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => {
32
33
  localData: TransactionReviewLocalData;
@@ -38,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
38
39
  export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
39
40
  export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
40
41
  export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
41
- messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
42
+ messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
42
43
  messageText: "notification" | "failed" | "success";
43
44
  type: "error" | "success" | "info";
44
45
  variables: {
@@ -1,6 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
3
+ exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
4
4
  const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
5
5
  const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
6
6
  const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -65,6 +65,23 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
65
65
  };
66
66
  exports.filterAutoTabLineItems = filterAutoTabLineItems;
67
67
  exports.MAX_SELECTION_LIMIT = 5;
68
+ // Returns true when the transaction should be auto-added to the
69
+ // selectedCheckBoxTransactionIds list after a categorization-related
70
+ // state mutation: all line items are filled, the selection limit has
71
+ // not been hit, and the id isn't already in the list. Consolidates the
72
+ // triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
73
+ // setAllItemsToCategoryClassInLocalDataForCategorization, and
74
+ // setEntityRecommendationForLineIdInLocalData below).
75
+ const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
76
+ if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
77
+ return false;
78
+ }
79
+ if (selectedCheckBoxTransactionIds.length >= exports.MAX_SELECTION_LIMIT) {
80
+ return false;
81
+ }
82
+ return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
83
+ };
84
+ exports.shouldAutoSelectAndAdd = shouldAutoSelectAndAdd;
68
85
  const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
69
86
  const transactionLocal = {
70
87
  ...transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -552,10 +569,14 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
552
569
  selectedEntity: transactionDetailLocalData.selectedEntity,
553
570
  tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
554
571
  };
572
+ // Auto-uncheck if not all line items are filled (the row's
573
+ // category/class became stale after the entity update). Otherwise
574
+ // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
575
+ // gate is consistently applied across all auto-add sites.
555
576
  if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
556
577
  selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
557
578
  }
558
- else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
579
+ else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
559
580
  selectedCheckBoxTransactionIds.push(transaction.id);
560
581
  }
561
582
  draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;
@@ -157,7 +157,20 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
157
157
  uncategorizedAccounts: UncategorizedAccounts;
158
158
  isAccountingClassesEnabled: boolean | undefined;
159
159
  isUncategorizedExpenseCategoryEnabled: boolean | undefined;
160
- }, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
160
+ }, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
161
+ selectedTab: "review" | "autoCategorized";
162
+ transactionId: TransactionID;
163
+ lineIds: string[];
164
+ }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
165
+ selectedTab: "review" | "autoCategorized";
166
+ transactionId: TransactionID;
167
+ lineIds: string[];
168
+ }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
169
+ selectedTab: "review" | "autoCategorized";
170
+ transactionId: TransactionID;
171
+ lineIds: string[];
172
+ error: ZeniAPIStatus<Record<string, unknown>>;
173
+ }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
161
174
  lineId: ID;
162
175
  selectedTab: TransactionsTab;
163
176
  transactionId: ID;
@@ -170,9 +183,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
170
183
  }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
171
184
  period: TimePeriod;
172
185
  isUncategorizedExpenseCategoryEnabled: boolean | undefined;
173
- }, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
174
- transactionId: string;
175
- }, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
186
+ }, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
176
187
  selectedTab: "review" | "autoCategorized";
177
188
  transactionId: string;
178
189
  fetchStatus: FetchStateAndError;
@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
4
4
  };
5
5
  var _a;
6
6
  Object.defineProperty(exports, "__esModule", { value: true });
7
- exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
7
+ exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
8
8
  const toolkit_1 = require("@reduxjs/toolkit");
9
9
  const get_1 = __importDefault(require("lodash/get"));
10
10
  const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -12,7 +12,6 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
12
12
  const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
13
13
  const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
14
14
  const completedSubTab_1 = require("../types/completedSubTab");
15
- const transactionsViewState_1 = require("../types/transactionsViewState");
16
15
  exports.initialTransactionTabViewState = {
17
16
  saveStatus: {
18
17
  fetchState: 'Not-Started',
@@ -428,12 +427,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
428
427
  const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
429
428
  .selectedCheckBoxTransactionIds;
430
429
  if (selectedTransaction != null &&
431
- (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
432
- selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
433
- selectedCheckBoxTransactionIds.includes(transactionId) === false) {
430
+ (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
434
431
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
435
- ...draft.transactionCategorizationView[selectedTab]
436
- .selectedCheckBoxTransactionIds,
432
+ ...selectedCheckBoxTransactionIds,
437
433
  transactionId,
438
434
  ];
439
435
  }
@@ -516,9 +512,26 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
516
512
  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
517
513
  .transactionReviewLocalDataById, transactionId.id, undefined);
518
514
  if (transactionLocalData != null) {
515
+ const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
516
+ // Release the per-line fetch flag for every line this fetch
517
+ // covered. Done in-place on the freshly returned local data
518
+ // (the helper produces a new mutable object), before we write
519
+ // it back to the draft.
520
+ lineIds.forEach((lineId) => {
521
+ const lineItem = newLocalData.lineItemById[lineId];
522
+ if (lineItem != null) {
523
+ newLocalData.lineItemById[lineId] = {
524
+ ...lineItem,
525
+ categoryClassRecommendationsFetchState: {
526
+ fetchState: 'Completed',
527
+ error: undefined,
528
+ },
529
+ };
530
+ }
531
+ });
519
532
  draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
520
533
  transactionId: transaction.id,
521
- transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
534
+ transactionReviewLocalData: newLocalData,
522
535
  };
523
536
  // Mark transaction as dirty (autofill happened)
524
537
  if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -531,6 +544,99 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
531
544
  }
532
545
  },
533
546
  },
547
+ // Start arm of the line-update recommendations fetch. Flips covered
548
+ // lines to In-Progress AND removes the transaction from
549
+ // selectedCheckBoxTransactionIds — the row is unchecked + disabled
550
+ // until either the success arm (recheck if limit allows) or the
551
+ // failure arm releases the per-line flag.
552
+ markCategoryClassRecommendationsInProgressForCategorization: {
553
+ reducer(draft, action) {
554
+ const { selectedTab, transactionId, lineIds } = action.payload;
555
+ const tab = draft.transactionCategorizationView[selectedTab];
556
+ const transactionLocalData = (0, get_1.default)(tab.transactionReviewLocalDataById, transactionId.id, undefined);
557
+ if (transactionLocalData != null) {
558
+ lineIds.forEach((lineId) => {
559
+ const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
560
+ if (lineItem != null) {
561
+ transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
562
+ ...lineItem,
563
+ categoryClassRecommendationsFetchState: {
564
+ fetchState: 'In-Progress',
565
+ error: undefined,
566
+ },
567
+ };
568
+ }
569
+ });
570
+ }
571
+ // Uncheck on fetch start: the row's existing category/class are
572
+ // stale after a payee change, so we drop the auto-selection until
573
+ // fresh recommendations land.
574
+ if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
575
+ tab.selectedCheckBoxTransactionIds =
576
+ tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
577
+ }
578
+ },
579
+ prepare(selectedTab, transactionId, lineIds) {
580
+ return { payload: { selectedTab, transactionId, lineIds } };
581
+ },
582
+ },
583
+ // Completed arm. Used by the epic when the HTTP call succeeds but the
584
+ // server returned no per-line recommendations — we still need to
585
+ // release the In-Progress flag so the skeleton resolves. Successful
586
+ // responses with recommendations go through
587
+ // setEntityRecommendationForLineIdsForCategorization instead (which
588
+ // also flips the lines to Completed).
589
+ markCategoryClassRecommendationsCompletedForCategorization: {
590
+ reducer(draft, action) {
591
+ const { selectedTab, transactionId, lineIds } = action.payload;
592
+ const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
593
+ .transactionReviewLocalDataById, transactionId.id, undefined);
594
+ if (transactionLocalData != null) {
595
+ lineIds.forEach((lineId) => {
596
+ const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
597
+ if (lineItem != null) {
598
+ transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
599
+ ...lineItem,
600
+ categoryClassRecommendationsFetchState: {
601
+ fetchState: 'Completed',
602
+ error: undefined,
603
+ },
604
+ };
605
+ }
606
+ });
607
+ }
608
+ },
609
+ prepare(selectedTab, transactionId, lineIds) {
610
+ return { payload: { selectedTab, transactionId, lineIds } };
611
+ },
612
+ },
613
+ // Failure arm. Flips covered lines to Error so the skeleton resolves
614
+ // and downstream UI can react to the failure. The transaction stays
615
+ // unchecked from the start-arm action.
616
+ markCategoryClassRecommendationsFailureForCategorization: {
617
+ reducer(draft, action) {
618
+ const { selectedTab, transactionId, lineIds, error } = action.payload;
619
+ const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
620
+ .transactionReviewLocalDataById, transactionId.id, undefined);
621
+ if (transactionLocalData != null) {
622
+ lineIds.forEach((lineId) => {
623
+ const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
624
+ if (lineItem != null) {
625
+ transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
626
+ ...lineItem,
627
+ categoryClassRecommendationsFetchState: {
628
+ fetchState: 'Error',
629
+ error,
630
+ },
631
+ };
632
+ }
633
+ });
634
+ }
635
+ },
636
+ prepare(selectedTab, transactionId, lineIds, error) {
637
+ return { payload: { selectedTab, transactionId, lineIds, error } };
638
+ },
639
+ },
534
640
  fetchTransactionCategorizationSuccess(draft, action) {
535
641
  const { selectedTab, refreshViewInBackground } = action.payload;
536
642
  if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -626,9 +732,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
626
732
  .selectedCheckBoxTransactionIds;
627
733
  if (newTransactionLocalData.customer != null &&
628
734
  newTransactionLocalData.customer.id != null &&
629
- (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
630
- selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
631
- selectedCheckBoxTransactionIds.includes(transactionId) === false) {
735
+ (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
632
736
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
633
737
  ...selectedCheckBoxTransactionIds,
634
738
  transactionId,
@@ -702,9 +806,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
702
806
  .selectedCheckBoxTransactionIds;
703
807
  if (newTransactionLocalData.vendor != null &&
704
808
  newTransactionLocalData.vendor.id != null &&
705
- (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
706
- selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
707
- selectedCheckBoxTransactionIds.includes(transactionId) === false) {
809
+ (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
708
810
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
709
811
  ...selectedCheckBoxTransactionIds,
710
812
  transactionId,
@@ -935,18 +1037,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
935
1037
  };
936
1038
  },
937
1039
  },
938
- removeTransactionFromAllTabs: {
939
- prepare(transactionId) {
940
- return { payload: { transactionId } };
941
- },
942
- reducer(draft, action) {
943
- const { transactionId } = action.payload;
944
- for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
945
- (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
946
- }
947
- },
948
- },
949
1040
  },
950
1041
  });
951
- _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
1042
+ _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
952
1043
  exports.default = expenseAutomationTransactionsView.reducer;
@@ -1,6 +1,6 @@
1
1
  import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
2
2
  import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
3
- import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
3
+ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
4
4
  import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
5
5
  import { AccountBase } from '../../../entity/account/accountState';
6
6
  import { ClassBase } from '../../../entity/class/classState';
@@ -19,9 +19,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
19
19
  classHierarchyList: NestedClassHierarchyForReport[];
20
20
  classList: ClassBase[];
21
21
  completionStatus: CompletionStatusType;
22
- createTransferEntryStatus: FetchState;
23
- creditCardTransferAccountsList: AccountBase[];
24
22
  fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
23
+ hasInFlightCategoryClassRecommendations: boolean;
24
+ inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
25
25
  isAccountingProjectsEnabled: boolean;
26
26
  markAsNotMiscategorizedStatus: FetchStateAndError;
27
27
  /**
@@ -45,7 +45,6 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
45
45
  transactionIdsWithUnsavedData: ID[];
46
46
  transactionLocalData: TransactionReviewLocalDataSelectorView[];
47
47
  transactions: SupportedTransactionWithCOT[];
48
- transferAccounts: AccountBase[];
49
48
  uiState: TransactionsViewUIState;
50
49
  uncategorizedAccounts: UncategorizedAccounts;
51
50
  uploadReceiptStatusById: Record<ID, FetchStateAndError>;
@@ -1,4 +1,6 @@
1
+ import { ID } from '../../../commonStateTypes/common';
1
2
  import { RootState } from '../../../reducer';
2
3
  import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
3
- export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
4
+ export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
5
+ export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
4
6
  export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;