@zeniai/client-epic-state 5.0.69-betaML52 → 5.0.69-betaML6

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-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], {
+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], {
     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")[];
+    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")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts

@@ -3,9 +3,8 @@ import { Observable } from 'rxjs';
 import { RootState } from '../../../../reducer';
 import { fetchAccountList } from '../../../accountList/accountListReducer';
 import { fetchClassList } from '../../../classList/classListReducer';
-import { fetchAccountsForTransferFlow } from '../../../createTransferEntry/createTransferEntryReducer';
 import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
 import { fetchProjectList } from '../../../projectList/projectListReducer';
 import { fetchTransactionCategorization, fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof fetchProjectList>;
+export type ActionType = ReturnType<typeof fetchTransactionCategorizationView> | ReturnType<typeof fetchTransactionCategorization> | ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchOwnerList> | ReturnType<typeof fetchProjectList>;
 export declare const fetchTransactionCategorizationViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -7,7 +7,6 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const accountListReducer_1 = require("../../../accountList/accountListReducer");
 const classListReducer_1 = require("../../../classList/classListReducer");
-const createTransferEntryReducer_1 = require("../../../createTransferEntry/createTransferEntryReducer");
 const ownerListReducer_1 = require("../../../ownerList/ownerListReducer");
 const projectListReducer_1 = require("../../../projectList/projectListReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
@@ -27,13 +26,6 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         accountList.fetchState === 'Not-Started') {
         updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
     }
-    const { transferEntryEligible, creditCardOnlyEligible } = state$.value.createTransferEntryState.transferAccountsByType;
-    if (transferEntryEligible.fetchState === 'Not-Started') {
-        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'transferEntryEligible' }));
-    }
-    if (creditCardOnlyEligible.fetchState === 'Not-Started') {
-        updateActions.push((0, createTransferEntryReducer_1.fetchAccountsForTransferFlow)({ kind: 'creditCardOnlyEligible' }));
-    }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&
         classList.fetchState === 'Not-Started') {

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

@@ -27,6 +27,7 @@ export declare const removeTransactionFromTabView: (tabView: TransactionsTabView
  */
 export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
 export declare const MAX_SELECTION_LIMIT = 5;
+export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], uncategorizedAccounts: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean, isAccountingClassesEnabled?: boolean) => boolean;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean) => TransactionReviewLocalData;
 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) => {
     localData: TransactionReviewLocalData;
@@ -38,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+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;
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
 const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -65,6 +65,23 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
 };
 exports.filterAutoTabLineItems = filterAutoTabLineItems;
 exports.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).
+const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) => {
+    if (selectedCheckBoxTransactionIds.includes(transaction.id)) {
+        return false;
+    }
+    if (selectedCheckBoxTransactionIds.length >= exports.MAX_SELECTION_LIMIT) {
+        return false;
+    }
+    return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+};
+exports.shouldAutoSelectAndAdd = shouldAutoSelectAndAdd;
 const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) => {
     const transactionLocal = {
         ...transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData,
@@ -552,10 +569,14 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         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 (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
-    else if (selectedCheckBoxTransactionIds.includes(transaction.id) === false) {
+    else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
         selectedCheckBoxTransactionIds.push(transaction.id);
     }
     draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -157,7 +157,20 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     uncategorizedAccounts: UncategorizedAccounts;
     isAccountingClassesEnabled: boolean | undefined;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;
@@ -170,9 +183,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     period: TimePeriod;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
-    transactionId: string;
-}, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
+}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
     selectedTab: "review" | "autoCategorized";
     transactionId: string;
     fetchStatus: FetchStateAndError;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+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;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -12,7 +12,6 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
 const completedSubTab_1 = require("../types/completedSubTab");
-const transactionsViewState_1 = require("../types/transactionsViewState");
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -428,12 +427,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                        selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                        selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
-                            ...draft.transactionCategorizationView[selectedTab]
-                                .selectedCheckBoxTransactionIds,
+                            ...selectedCheckBoxTransactionIds,
                             transactionId,
                         ];
                     }
@@ -516,9 +512,26 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
+                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.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: (0, transactionCategorizationLocalDataHelper_1.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)) {
@@ -531,6 +544,99 @@ const expenseAutomationTransactionsView = (0, toolkit_1.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 = (0, get_1.default)(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 = (0, get_1.default)(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 = (0, get_1.default)(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 ===
@@ -626,9 +732,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -702,9 +806,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
-                    selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
-                    selectedCheckBoxTransactionIds.includes(transactionId) === false) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -935,18 +1037,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 };
             },
         },
-        removeTransactionFromAllTabs: {
-            prepare(transactionId) {
-                return { payload: { transactionId } };
-            },
-            reducer(draft, action) {
-                const { transactionId } = action.payload;
-                for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
-                    (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
-                }
-            },
-        },
     },
 });
-_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;
+_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;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -1,6 +1,6 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
@@ -19,9 +19,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
-    createTransferEntryStatus: FetchState;
-    creditCardTransferAccountsList: AccountBase[];
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
+    inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**
@@ -45,7 +45,6 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];
     transactions: SupportedTransactionWithCOT[];
-    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     uploadReceiptStatusById: Record<ID, FetchStateAndError>;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts

@@ -1,4 +1,6 @@
+import { ID } from '../../../commonStateTypes/common';
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
-export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
+export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
+export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
 export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;

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

@@ -3,8 +3,9 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getLastTransferEntryReplacement = void 0;
+exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
 exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
+const toolkit_1 = require("@reduxjs/toolkit");
 const omit_1 = __importDefault(require("lodash/omit"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -13,15 +14,36 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
-const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-// Re-exported here for back-compat. New code should import from
-// `view/createTransferEntry/createTransferEntrySelector`.
-var createTransferEntrySelector_2 = require("../../createTransferEntry/createTransferEntrySelector");
-Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
+// Per-transaction "any line is fetching category/class recommendations?"
+// map for the active categorization tab. Memoized on the active tab's
+// transactionReviewLocalDataById reference, so steady state (no fetches
+// in flight) recomputes only when local data changes — and the row-table
+// can read a single map lookup per row instead of re-iterating the
+// row's lineItemById in the render path.
+exports.getCategorizationInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => {
+    const view = state.expenseAutomationTransactionsViewState;
+    return view.transactionCategorizationView[view.selectedTransactionCategorizationTab]?.transactionReviewLocalDataById;
+}, (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;
+});
+// Page-level "any line on the active tab is in flight?" flag. Drives the
+// list-page Save disable.
+exports.getCategorizationHasInFlightRecommendations = (0, toolkit_1.createSelector)(exports.getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -115,7 +137,8 @@ function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
-    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
+    const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
     return {
         version: 0,
         fetchState: fetchStatus.fetchState,
@@ -129,6 +152,8 @@ function getExpenseAutomationTransactionView(state) {
         classList: allClasses,
         accountsHierarchyList,
         classHierarchyList,
+        hasInFlightCategoryClassRecommendations,
+        inFlightCategoryClassRecommendationsByTransactionId,
         isAccountingProjectsEnabled,
         projectList,
         transactionLocalData,
@@ -136,7 +161,6 @@ function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
-        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -144,8 +168,6 @@ function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
-        creditCardTransferAccountsList,
-        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

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

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

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