@zeniai/client-epic-state 5.0.78 → 5.0.79

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

@@ -1,5 +1,5 @@
 import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -7,15 +7,18 @@ import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
 import { CustomerBase } from '../../../entity/customer/customerState';
-import { ProjectBase } from '../../../entity/project/projectState';
 import { Entity, EntityType } from '../../../entity/genericEntity/entity';
+import { ProjectBase } from '../../../entity/project/projectState';
 import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
 import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
 import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { CompletedSubTab } from './completedSubTab';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
@@ -46,6 +49,7 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     transactionId: ID;
     account?: AccountBase;
     categorizationStatus?: CategorizationStatusType;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     item?: ProductOrService;
@@ -91,6 +95,7 @@ export interface SupportedTransactionCategorization {
 }
 export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
 export interface TransactionsTabViewState extends FetchedState {
+    filters: TransactionFilters;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
     saveStatus: FetchStateAndError;
@@ -103,7 +108,44 @@ export interface TransactionsTabViewState extends FetchedState {
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }
+/**
+ * Snapshot of the autoCategorized tab's paginated dataset for a single
+ * Completed sub-tab. Stored in {@link TransactionsViewState.autoCategorizedSubTabCache}
+ * so revisiting an already-loaded sub-tab can short-circuit the fetch epic
+ * (mirrors parent-tab caching). The snapshot is period-spanning — both the
+ * `totalCount` map and `transactionIdsBySelectedPeriod` map preserve every
+ * period the user has paged through under that sub-tab.
+ *
+ * `scrollPosition` is captured per sub-tab so revisiting a sub-tab restores
+ * the user's last scroll offset; switching to a fresh / never-visited sub-tab
+ * starts at the top instead of inheriting the previous sub-tab's offset.
+ */
+export interface AutoCategorizedSubTabSnapshot {
+    error: ZeniAPIStatus | undefined;
+    fetchState: FetchState;
+    pageToken: PageToken;
+    scrollPosition: TransactionsViewUIState['scrollPosition'];
+    totalCount: Record<MonthYearPeriodId, number>;
+    transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;
+}
 export type TransactionsViewState = {
+    /**
+     * Per-sub-tab snapshot cache for the Completed (autoCategorized) tab. Keyed
+     * by {@link CompletedSubTab}. Populated as the user navigates between
+     * sub-tabs and consulted on every switch — the active autoCategorized slot
+     * is restored from here when a snapshot exists, otherwise it is reset and
+     * the fetch epic loads page 1 fresh.
+     */
+    autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
+    /**
+     * Period-keyed parent tab counts, scoped per {@link TransactionsTab}.
+     * Sourced from the listing response's `parent_tab_total_count` and used
+     * exclusively to drive the parent tab badges on the UI — every other
+     * count consumer (pagination, sub-tab chips, in-tab "showing X of Y")
+     * keeps reading from {@link TransactionsViewUIState.totalCount}.
+     */
+    parentTotalCountByTab: Record<TransactionsTab, Record<MonthYearPeriodId, number>>;
+    selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
 };

package/lib/view/financeStatement/financeStatementSelector.js

@@ -5,6 +5,7 @@ const toolkit_1 = require("@reduxjs/toolkit");
 const coaBalanceType_1 = require("../../commonStateTypes/coaBalance/coaBalanceType");
 const coaBalancesFilter_1 = require("../../commonStateTypes/coaBalance/coaBalancesFilter");
 const coaBalancesFilterClassesView_1 = require("../../commonStateTypes/coaBalance/coaBalancesFilterClassesView");
+const coaBalancesFilterProjectView_1 = require("../../commonStateTypes/coaBalance/coaBalancesFilterProjectView");
 const dataAvailable_1 = require("../../commonStateTypes/dataAvailable");
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
 const timeframeTick_1 = require("../../commonStateTypes/timeframeTick");
@@ -12,7 +13,6 @@ const thisPeriodHelpers_1 = require("../../commonStateTypes/viewAndReport/thisPe
 const balanceSheetSelector_1 = require("../balanceSheet/balanceSheetSelector");
 const cashFlowSelector_1 = require("../cashFlow/cashFlowSelector");
 const profitAndLossSelector_1 = require("../profitAndLoss/profitAndLossSelector");
-const coaBalancesFilterProjectView_1 = require("../../commonStateTypes/coaBalance/coaBalancesFilterProjectView");
 const profitAndLossClassesByClassHorizontalSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector");
 const profitAndLossClassesViewSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesViewSelector");
 const profitAndLossProjectViewSelector_1 = require("../profitAndLossProjectView/profitAndLossProjectViewSelector");

package/lib/view/profitAndLossProjectView/profitAndLossProjectViewSelectorTypes.d.ts

@@ -1,10 +1,10 @@
-import { SectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelectorTypes';
 import { COABalancesFilterProjectView } from '../../commonStateTypes/coaBalance/coaBalancesFilterProjectView';
 import { ID } from '../../commonStateTypes/common';
 import { DataAvailable } from '../../commonStateTypes/dataAvailable';
 import { CalculatedSection } from '../../commonStateTypes/selectorTypes/selectorTypes';
 import { SelectorReport } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { Project } from '../../entity/project/projectState';
+import { SectionProjectViewReport } from '../../entity/sectionProjectView/sectionProjectViewSelectorTypes';
 import { PandLReportViewCalculatedSectionID, PandLReportViewSectionID } from '../profitAndLossClassesView/profitAndLossClassesViewSelectorTypes';
 import { ProfitAndLossProjectViewUIState } from './profitAndLossProjectViewState';
 export interface ProfitAndLossProjectViewReport extends SelectorReport {

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

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

package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -0,0 +1,91 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchEntityRecommendationsForLineUpdateEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const transactionHelper_1 = require("../../entity/transaction/transactionHelper");
+const responsePayload_1 = require("../../responsePayload");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+const transactionsViewReducer_1 = require("../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailReducer_1 = require("../transactionDetail/transactionDetailReducer");
+const recommendationHelper_1 = require("./recommendationHelper");
+const recommendationReducer_1 = require("./recommendationReducer");
+// Close the per-target groupBy bucket after this much idle time so inactive
+// groups don't accumulate forever (each group holds a Subject + a chain of
+// active subscribers; without a duration selector groupBy retains them for
+// the lifetime of the source observable, which is the lifetime of the app).
+// Picked at 60s to leave a generous window for re-fetches on the same
+// payee/transaction/line target while still bounding memory.
+const GROUP_INACTIVITY_TIMEOUT_MS = 60000;
+// Build the groupBy key. Same flow + same transaction + same line set
+// share a target so switchMap can cancel an in-flight prior fetch. Use
+// NUL (\u0000) as separator because it can never appear in transaction
+// or line ids (vs the `|` used in an earlier WIP which collides with
+// pipe-delimited synthetic ids).
+const SEPARATOR = '\u0000';
+const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR}${transactionId}${SEPARATOR}${[...lineIds]
+    .sort((a, b) => a.localeCompare(b))
+    .join(SEPARATOR)}`;
+// Targeted recommendations fetch that drives the per-line skeleton, the
+// list-page row-checkbox uncheck/recheck, and the page-level Save
+// disable.
+//
+// Concurrency model:
+//   - groupBy by (flowType, transactionId, sorted lineIds) so distinct
+//     targets run in parallel.
+//   - inside each group, switchMap so a re-fetch on the SAME target
+//     cancels any prior in-flight request for that target.
+//   - groupBy duration selector closes idle groups to bound memory.
+const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.fetchEntityRecommendationsForLineUpdate.match), (0, operators_1.groupBy)((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe((0, operators_1.debounce)(() => (0, rxjs_1.timer)(GROUP_INACTIVITY_TIMEOUT_MS)))), (0, operators_1.mergeMap)((group$) => group$.pipe((0, operators_1.switchMap)((action) => {
+    const payload = action.payload;
+    const { transactionId, transaction, lineIds } = payload.transactionDetails;
+    const { entity, amount, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = payload;
+    // Synchronously emit the start arm so the per-line skeleton +
+    // row uncheck happen before the HTTP request begins. The
+    // discriminated-union payload narrows `payload.selectedTab` to
+    // a non-optional `TransactionsTab` inside the `'categorization'`
+    // branch, so no defensive fallthrough is needed.
+    const startAction = payload.flowType === 'categorization'
+        ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsInProgressForCategorization)(payload.selectedTab, transactionId, lineIds)
+        : (0, transactionDetailReducer_1.markCategoryClassRecommendationsInProgressForTransactionDetail)(transactionId, lineIds);
+    const url = (0, recommendationHelper_1.buildRecommendationUrl)(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, payload.transactionDetails, isFetchCOT === true);
+    const httpStream$ = zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)(payload.flowType === 'categorization'
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(payload.selectedTab, transactionId, lineIds, response.status)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, response.status));
+        }
+        const recommendationWithCOTByLineId = (0, recommendationHelper_1.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT)(response.data.recommendations, lineIds);
+        // HTTP 200 with no per-line recommendations: NOT an error.
+        // Flip lines to Completed so the skeleton resolves and
+        // downstream UI can treat this as "we tried, nothing to
+        // apply".
+        if (recommendationWithCOTByLineId == null) {
+            return (0, rxjs_1.of)(payload.flowType === 'categorization'
+                ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsCompletedForCategorization)(payload.selectedTab, transactionId, lineIds)
+                : (0, transactionDetailReducer_1.markCategoryClassRecommendationsCompletedForTransactionDetail)(transactionId, lineIds));
+        }
+        const transactionWithCOT = isFetchCOT === true
+            ? (0, transactionHelper_1.getTransactionWithCOTFromRecommendations)(transaction, recommendationWithCOTByLineId)
+            : (0, transactionHelper_1.getTransactionWithCOT)(transaction);
+        const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
+        if (payload.flowType === 'categorization') {
+            return (0, rxjs_1.of)((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
+        }
+        return (0, rxjs_1.of)((0, transactionDetailReducer_1.setEntityRecommendationForLineIdsForTransactionDetail)(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
+    }), (0, operators_1.catchError)((error) => {
+        const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error));
+        const status = (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', errorMessage);
+        return (0, rxjs_1.of)(payload.flowType === 'categorization'
+            ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(payload.selectedTab, transactionId, lineIds, status)
+            : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, status));
+    }));
+    return (0, rxjs_1.concat)((0, rxjs_1.of)(startAction), httpStream$);
+}))));
+exports.fetchEntityRecommendationsForLineUpdateEpic = fetchEntityRecommendationsForLineUpdateEpic;

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

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

package/lib/view/recommendation/recommendationHelper.js

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

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

@@ -4,7 +4,26 @@ import { Entity, EntityType } from '../../entity/genericEntity/entity';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransaction } from '../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../responsePayload';
+import { TransactionsTab } from '../expenseAutomationView/types/transactionsViewState';
 import { EntityRecommendationState } from './recommendationState';
+export type RecommendationLineUpdateFlowType = 'categorization' | 'detail';
+type FetchEntityRecommendationsForLineUpdateCommonPayload = {
+    amount: number;
+    entity: Entity;
+    transactionDetails: {
+        lineIds: ID[];
+        transaction: SupportedTransaction;
+        transactionId: TransactionID;
+    };
+    isFetchCOT?: boolean;
+    isUncategorizedExpenseCategoryEnabled?: boolean;
+};
+export type FetchEntityRecommendationsForLineUpdatePayload = (FetchEntityRecommendationsForLineUpdateCommonPayload & {
+    flowType: 'categorization';
+    selectedTab: TransactionsTab;
+}) | (FetchEntityRecommendationsForLineUpdateCommonPayload & {
+    flowType: 'detail';
+});
 export declare const initialState: EntityRecommendationState;
 export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
     lineIds: ID[];
@@ -22,7 +41,7 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
     isTransactionCategorizationFlow: any;
     isFetchCOT: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
+}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[args: FetchEntityRecommendationsForLineUpdatePayload], FetchEntityRecommendationsForLineUpdatePayload, "recommendation/fetchEntityRecommendationsForLineUpdate", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
     entityName: string;
     entityType: EntityType;
 }, "recommendation/fetchRecommendationByEntityName", never, never>, fetchRecommendationByEntityId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityId: string, entityType: EntityType], {

package/lib/view/recommendation/recommendationReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
+exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const recommendationState_1 = require("./recommendationState");
 exports.initialState = {
@@ -37,6 +37,31 @@ const recommendation = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Targeted recommendations fetch fired when the user changes the
+        // payee/customer on a single transaction line (or the JE sibling set
+        // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
+        // which uses groupBy + switchMap to keep fetches for distinct targets
+        // running in parallel while same-target re-fetches still cancel each
+        // other. The flowType discriminator selects the categorization vs
+        // detail slice for the per-line In-Progress / Completed / Error state.
+        fetchEntityRecommendationsForLineUpdate: {
+            reducer(draft, action) {
+                const { entity } = action.payload;
+                const key = (0, recommendationState_1.getEntityRecommendationKey)(entity.type, entity.id);
+                // Unconditional flip to In-Progress; the previous variant only
+                // seeded when missing, which left stale fetchStates when a prior
+                // fetch had already populated the entity entry.
+                draft.recommendationByEntity[key] = {
+                    ...(draft.recommendationByEntity[key] ??
+                        recommendationState_1.initialEntityRecommendationState),
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(args) {
+                return { payload: args };
+            },
+        },
         fetchRecommendationByEntityName: {
             reducer(draft, action) {
                 const { entityName, entityType } = action.payload;
@@ -115,7 +140,7 @@ const recommendation = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
+_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
 exports.default = recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);

package/lib/view/spendManagement/billPay/billList/billListState.d.ts

@@ -45,7 +45,7 @@ export interface BillPayFilters {
 }
 export interface BillPayFilterCategory {
     field: BillListViewFilterCategoryField;
-    matchingOperator: 'equal' | 'not-equal';
+    matchingOperator: 'equal' | 'not_equal';
     values: (string | ZeniDate)[];
     valuesCombinationOperator: 'ANY';
 }

package/lib/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.d.ts

@@ -2,7 +2,9 @@ import { ZeniAPIStatus } from '../../../../responsePayload';
 import { ChargeCardCashbackPayload } from './cashbackDetailPayload';
 import { CashbackDetailState, CashbackDetailUIState } from './cashbackDetailState';
 export declare const initialState: CashbackDetailState;
-export declare const fetchCashbackDetail: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cashbackDetail/fetchCashbackDetail">, updateCashbackDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardCashbackPayload, "cashbackDetail/updateCashbackDetail">, updateCashbackDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "cashbackDetail/updateCashbackDetailFailure">, updateCashbackDetailUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+export declare const fetchCashbackDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
+    cacheOverride: boolean;
+}, "cashbackDetail/fetchCashbackDetail", never, never>, updateCashbackDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardCashbackPayload, "cashbackDetail/updateCashbackDetail">, updateCashbackDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "cashbackDetail/updateCashbackDetailFailure">, updateCashbackDetailUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     uiState: Partial<CashbackDetailUIState>;
 }, "cashbackDetail/updateCashbackDetailUIState">, clearCashbackDetail: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cashbackDetail/clearCashbackDetail">;
 declare const _default: import("redux").Reducer<CashbackDetailState>;

package/lib/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.js

@@ -5,6 +5,7 @@ exports.clearCashbackDetail = exports.updateCashbackDetailUIState = exports.upda
 const toolkit_1 = require("@reduxjs/toolkit");
 const viewAndReportPayloadv2_1 = require("../../../../commonPayloadTypes/v2/viewAndReportPayloadv2");
 const amount_1 = require("../../../../commonStateTypes/amount");
+const cacheOverrideFetchReducer_1 = require("../../../../commonStateTypes/cacheOverrideFetchReducer");
 const cashbackDetailState_1 = require("./cashbackDetailState");
 exports.initialState = {
     fetchState: 'Not-Started',
@@ -31,10 +32,10 @@ const cashbackDetail = (0, toolkit_1.createSlice)({
     name: 'cashbackDetail',
     initialState: exports.initialState,
     reducers: {
-        fetchCashbackDetail(draft) {
+        fetchCashbackDetail: (0, cacheOverrideFetchReducer_1.createCacheOverrideFetchReducer)((draft) => {
             draft.fetchState = 'In-Progress';
             draft.error = undefined;
-        },
+        }),
         updateCashbackDetail(draft, action) {
             draft.cashbackByPeriod = toCashbackByPeriod(action.payload);
             draft.cashbackSummary = toCashbackSummary(action.payload);

package/lib/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.d.ts

@@ -2,6 +2,8 @@ import { ZeniAPIStatus } from '../../../../responsePayload';
 import { ChargeCardConfigPayload } from './chargeCardConfigPayload';
 import { ChargeCardConfigState } from './chargeCardConfigState';
 export declare const initialState: ChargeCardConfigState;
-export declare const fetchChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCardConfig/fetchChargeCardConfig">, updateChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardConfigPayload, "chargeCardConfig/updateChargeCardConfig">, updateChargeCardConfigFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "chargeCardConfig/updateChargeCardConfigFailure">, clearChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCardConfig/clearChargeCardConfig">;
+export declare const fetchChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined], {
+    cacheOverride: boolean;
+}, "chargeCardConfig/fetchChargeCardConfig", never, never>, updateChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChargeCardConfigPayload, "chargeCardConfig/updateChargeCardConfig">, updateChargeCardConfigFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "chargeCardConfig/updateChargeCardConfigFailure">, clearChargeCardConfig: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"chargeCardConfig/clearChargeCardConfig">;
 declare const _default: import("redux").Reducer<ChargeCardConfigState>;
 export default _default;

package/lib/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.js

@@ -4,6 +4,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.clearChargeCardConfig = exports.updateChargeCardConfigFailure = exports.updateChargeCardConfig = exports.fetchChargeCardConfig = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const amount_1 = require("../../../../commonStateTypes/amount");
+const cacheOverrideFetchReducer_1 = require("../../../../commonStateTypes/cacheOverrideFetchReducer");
 const chargeCard_1 = require("../../../../entity/chargeCard/chargeCard");
 const chargeCardConfigPayload_1 = require("./chargeCardConfigPayload");
 exports.initialState = {
@@ -34,10 +35,10 @@ const chargeCardConfig = (0, toolkit_1.createSlice)({
     name: 'chargeCardConfig',
     initialState: exports.initialState,
     reducers: {
-        fetchChargeCardConfig(draft) {
+        fetchChargeCardConfig: (0, cacheOverrideFetchReducer_1.createCacheOverrideFetchReducer)((draft) => {
             draft.fetchState = 'In-Progress';
             draft.error = undefined;
-        },
+        }),
         updateChargeCardConfig(draft, action) {
             const { payload } = action;
             draft.creditLimitFrequency =

package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer.js

@@ -4,6 +4,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.clearChargeCardDetail = exports.verifyOtpCardHolderFailure = exports.verifyOtpCardHolderSuccess = exports.verifyOtpCardHolder = exports.sendOtpCardHolderFailure = exports.sendOtpCardHolderSuccess = exports.resendOtpCardHolder = exports.sendOtpCardHolder = exports.updateChargeCardsRecurringExpensesFetchState = exports.updateChargeCardsRecurringExpenses = exports.fetchChargeCardsRecurringExpenses = exports.updateChargeCardTransactionStatisticsFetchState = exports.updateChargeCardTransactionStatistics = exports.fetchChargeCardTransactionStatistics = exports.updateDepositAccountLimitFetchStatus = exports.fetchDepositAccountLimit = exports.closeChargeCardSuccessOrFailure = exports.closeChargeCard = exports.unlockChargeCardSuccessOrFailure = exports.unlockChargeCard = exports.lockChargeCardSuccessOrFailure = exports.lockChargeCard = exports.updateChargeCardNameSuccessOrFailure = exports.updateChargeCardName = exports.updateChargeCardSpendLimitSuccessOrFailure = exports.updateChargeCardSpendLimit = exports.updateChargeCardDetailUpdateStatus = exports.completeDebitCardSetPinWait = exports.startDebitCardSetPinWait = exports.completeCVVActivationWait = exports.startCVVActivationWait = exports.updateChargeCardDetail = exports.updateChargeCardTransactionListFailure = exports.updateChargeCardTransactionAttachmentsInCardDetail = exports.updateChargeCardTransactionReceiptsShowTickFetchStatus = exports.updateDebitCardPinAttemptSuccessOrFailure = exports.updateDebitCardPinAttempt = exports.updatePhysicalChargeCardAttempt = exports.updatePhysicalChargeCardAttemptSuccessOrFailure = exports.updateChargeCardTransactionAttachmentsFailure = exports.updateChargeCardTransactionIsViewReceiptClicked = exports.fetchChargeCardTransactionAttachments = exports.updateChargeCardTransactionUploadReceiptsFetchStatus = exports.updateChargeCardTransactionList = exports.updateChargeCardDetailUIState = exports.fetchChargeCardTransactionList = exports.updateChargeCardDetailFetchState = exports.fetchChargeCardDetail = exports.fetchChargeCardDetailPage = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const sortOrderPayload_1 = require("../../../../commonPayloadTypes/sortOrderPayload");
+const pusherActions_1 = require("../../../../commonStateTypes/pusherActions");
 const attachmentPayload_1 = require("../../../../entity/transaction/payloadTypes/attachmentPayload");
 const chargeCardDetail_1 = require("./chargeCardDetail");
 exports.initialState = {
@@ -68,19 +69,30 @@ const chargeCardDetail = (0, toolkit_1.createSlice)({
         },
         fetchChargeCardTransactionList: {
             reducer(draft, action) {
-                const { chargeCardId, pageToken, pageTokenType } = action.payload;
+                const { chargeCardId, pageToken, pageTokenType, cacheOverride } = action.payload;
                 const existingCardDetail = draft.detailById[chargeCardId] ?? chargeCardDetail_1.emptyChargeCardDetail;
+                const existingUi = existingCardDetail.transactionList.uiState;
+                // cacheOverride=true (Pusher): preserve fetchState, error, and scroll
+                // to avoid skeleton flash. Normal fetches reset as before.
                 draft.detailById[chargeCardId] = {
                     ...existingCardDetail,
                     transactionList: {
                         ...existingCardDetail.transactionList,
-                        fetchState: 'In-Progress',
-                        error: undefined,
+                        fetchState: cacheOverride
+                            ? existingCardDetail.transactionList.fetchState
+                            : 'In-Progress',
+                        error: cacheOverride
+                            ? existingCardDetail.transactionList.error
+                            : undefined,
                         uiState: {
-                            ...existingCardDetail.transactionList.uiState,
-                            scrollYOffset: existingCardDetail.transactionList.uiState.pageToken === null
-                                ? 0
-                                : existingCardDetail.transactionList.uiState.scrollYOffset,
+                            ...existingUi,
+                            // Preserve scroll on silent refresh so users aren't snapped
+                            // away from their reading position.
+                            scrollYOffset: cacheOverride
+                                ? existingUi.scrollYOffset
+                                : existingUi.pageToken === null
+                                    ? 0
+                                    : existingUi.scrollYOffset,
                             pageToken: pageToken,
                             pageTokenType: pageTokenType,
                         },
@@ -97,18 +109,24 @@ const chargeCardDetail = (0, toolkit_1.createSlice)({
             const { chargeCardId, data, cacheOverride } = action.payload;
             const existingCardDetail = draft.detailById[chargeCardId] ?? chargeCardDetail_1.emptyChargeCardDetail;
             const newTransactionIds = data.transactions.map((tran) => tran.transaction_id);
+            const existingIds = existingCardDetail.transactionList.transactionIds;
+            // cacheOverride (Pusher): refresh page 1 but keep page 2+ IDs.
+            // Normal pagination: append new page, deduped.
+            const newIdSet = new Set(newTransactionIds);
+            const mergedTransactionIds = cacheOverride
+                ? [
+                    ...newTransactionIds,
+                    ...existingIds.filter((id) => !newIdSet.has(id)),
+                ]
+                : [
+                    ...existingIds,
+                    ...newTransactionIds.filter((id) => !existingIds.includes(id)),
+                ];
             draft.detailById[chargeCardId] = {
                 ...existingCardDetail,
                 transactionList: {
                     ...existingCardDetail.transactionList,
-                    transactionIds: [
-                        ...new Set([
-                            ...(cacheOverride
-                                ? []
-                                : existingCardDetail.transactionList.transactionIds),
-                            ...newTransactionIds,
-                        ]),
-                    ],
+                    transactionIds: mergedTransactionIds,
                     fetchState: 'Completed',
                     error: undefined,
                     uiState: {
@@ -120,9 +138,12 @@ const chargeCardDetail = (0, toolkit_1.createSlice)({
                         limit: data.query.limit,
                         pageToken: data.query.page_token,
                         pageTokenType: data.query.page_token_type,
-                        scrollYOffset: existingCardDetail.transactionList.uiState.pageToken === null
-                            ? 0
-                            : existingCardDetail.transactionList.uiState.scrollYOffset,
+                        // Preserve scroll on silent refresh; reset on user-triggered first page.
+                        scrollYOffset: cacheOverride
+                            ? existingCardDetail.transactionList.uiState.scrollYOffset
+                            : existingCardDetail.transactionList.uiState.pageToken === null
+                                ? 0
+                                : existingCardDetail.transactionList.uiState.scrollYOffset,
                     },
                 },
             };
@@ -636,6 +657,22 @@ const chargeCardDetail = (0, toolkit_1.createSlice)({
             Object.assign(draft, exports.initialState);
         },
     },
+    extraReducers: (builder) => {
+        const prependTransaction = (draft, cardId, txId) => {
+            const detail = draft.detailById[cardId];
+            if (detail != null &&
+                !detail.transactionList.transactionIds.includes(txId)) {
+                detail.transactionList.transactionIds.unshift(txId);
+            }
+        };
+        builder
+            .addCase(pusherActions_1.addChargeCardTransactionFromPusher, (draft, action) => {
+            prependTransaction(draft, action.payload.cardId, action.payload.transaction.transaction_id);
+        })
+            .addCase(pusherActions_1.addDeclinedChargeCardTransactionFromPusher, (draft, action) => {
+            prependTransaction(draft, action.payload.cardId, action.payload.transaction.transaction_id);
+        });
+    },
 });
 _a = chargeCardDetail.actions, exports.fetchChargeCardDetailPage = _a.fetchChargeCardDetailPage, exports.fetchChargeCardDetail = _a.fetchChargeCardDetail, exports.updateChargeCardDetailFetchState = _a.updateChargeCardDetailFetchState, exports.fetchChargeCardTransactionList = _a.fetchChargeCardTransactionList, exports.updateChargeCardDetailUIState = _a.updateChargeCardDetailUIState, exports.updateChargeCardTransactionList = _a.updateChargeCardTransactionList, exports.updateChargeCardTransactionUploadReceiptsFetchStatus = _a.updateChargeCardTransactionUploadReceiptsFetchStatus, exports.fetchChargeCardTransactionAttachments = _a.fetchChargeCardTransactionAttachments, exports.updateChargeCardTransactionIsViewReceiptClicked = _a.updateChargeCardTransactionIsViewReceiptClicked, exports.updateChargeCardTransactionAttachmentsFailure = _a.updateChargeCardTransactionAttachmentsFailure, exports.updatePhysicalChargeCardAttemptSuccessOrFailure = _a.updatePhysicalChargeCardAttemptSuccessOrFailure, exports.updatePhysicalChargeCardAttempt = _a.updatePhysicalChargeCardAttempt, exports.updateDebitCardPinAttempt = _a.updateDebitCardPinAttempt, exports.updateDebitCardPinAttemptSuccessOrFailure = _a.updateDebitCardPinAttemptSuccessOrFailure, exports.updateChargeCardTransactionReceiptsShowTickFetchStatus = _a.updateChargeCardTransactionReceiptsShowTickFetchStatus, exports.updateChargeCardTransactionAttachmentsInCardDetail = _a.updateChargeCardTransactionAttachmentsInCardDetail, exports.updateChargeCardTransactionListFailure = _a.updateChargeCardTransactionListFailure, exports.updateChargeCardDetail = _a.updateChargeCardDetail, exports.startCVVActivationWait = _a.startCVVActivationWait, exports.completeCVVActivationWait = _a.completeCVVActivationWait, exports.startDebitCardSetPinWait = _a.startDebitCardSetPinWait, exports.completeDebitCardSetPinWait = _a.completeDebitCardSetPinWait, exports.updateChargeCardDetailUpdateStatus = _a.updateChargeCardDetailUpdateStatus, exports.updateChargeCardSpendLimit = _a.updateChargeCardSpendLimit, exports.updateChargeCardSpendLimitSuccessOrFailure = _a.updateChargeCardSpendLimitSuccessOrFailure, exports.updateChargeCardName = _a.updateChargeCardName, exports.updateChargeCardNameSuccessOrFailure = _a.updateChargeCardNameSuccessOrFailure, exports.lockChargeCard = _a.lockChargeCard, exports.lockChargeCardSuccessOrFailure = _a.lockChargeCardSuccessOrFailure, exports.unlockChargeCard = _a.unlockChargeCard, exports.unlockChargeCardSuccessOrFailure = _a.unlockChargeCardSuccessOrFailure, exports.closeChargeCard = _a.closeChargeCard, exports.closeChargeCardSuccessOrFailure = _a.closeChargeCardSuccessOrFailure, exports.fetchDepositAccountLimit = _a.fetchDepositAccountLimit, exports.updateDepositAccountLimitFetchStatus = _a.updateDepositAccountLimitFetchStatus, exports.fetchChargeCardTransactionStatistics = _a.fetchChargeCardTransactionStatistics, exports.updateChargeCardTransactionStatistics = _a.updateChargeCardTransactionStatistics, exports.updateChargeCardTransactionStatisticsFetchState = _a.updateChargeCardTransactionStatisticsFetchState, exports.fetchChargeCardsRecurringExpenses = _a.fetchChargeCardsRecurringExpenses, exports.updateChargeCardsRecurringExpenses = _a.updateChargeCardsRecurringExpenses, exports.updateChargeCardsRecurringExpensesFetchState = _a.updateChargeCardsRecurringExpensesFetchState, exports.sendOtpCardHolder = _a.sendOtpCardHolder, exports.resendOtpCardHolder = _a.resendOtpCardHolder, exports.sendOtpCardHolderSuccess = _a.sendOtpCardHolderSuccess, exports.sendOtpCardHolderFailure = _a.sendOtpCardHolderFailure, exports.verifyOtpCardHolder = _a.verifyOtpCardHolder, exports.verifyOtpCardHolderSuccess = _a.verifyOtpCardHolderSuccess, exports.verifyOtpCardHolderFailure = _a.verifyOtpCardHolderFailure, exports.clearChargeCardDetail = _a.clearChargeCardDetail;
 exports.default = chargeCardDetail.reducer;