@zeniai/client-epic-state 5.0.80 → 5.0.81-beta0ND

package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts

@@ -0,0 +1,125 @@
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+import { ID } from '../../../../commonStateTypes/common';
+/**
+ * Form-side identity document types as picked in `SelectDocumentField`.
+ * These are camelCase per the web-components convention.
+ */
+export type KycSelectDocumentType = 'driverLicense' | 'passport' | 'ssnCard' | 'stateId';
+/**
+ * KYC document types accepted by the document-service parsers (snake_case).
+ * Subset of {@link KycKybProvidedDocumentType}. `stateId` from the form maps
+ * to no parser today and is skipped at dispatch time.
+ */
+export type KycProvidedDocumentType = 'passport' | 'driving_license' | 'social_security_card';
+/** KYB document types accepted by the document-service parsers. */
+export type KybProvidedDocumentType = 'certificate_of_incorporation' | 'tax_ein';
+/** All KYC / KYB document types accepted by document-communication-agent. */
+export type KycKybProvidedDocumentType = KycProvidedDocumentType | KybProvidedDocumentType;
+/** Field value with model confidence (0..1) as returned by ExtendAI parsers. */
+export interface FieldWithConfidence<T = string | null> {
+    confidence: number;
+    value: T | null;
+}
+/**
+ * Parser payloads — keep in sync with document-service
+ * `processors/parsers/extend_*_parser.py`.
+ */
+export interface ExtendPassportParsed {
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    gender?: FieldWithConfidence;
+    issuing_authority?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    mrz_line_1?: FieldWithConfidence;
+    mrz_line_2?: FieldWithConfidence;
+    nationality?: FieldWithConfidence;
+    passport_number?: FieldWithConfidence;
+    place_of_birth?: FieldWithConfidence;
+}
+export interface ExtendDrivingLicenseParsed {
+    address_city?: FieldWithConfidence;
+    address_state?: FieldWithConfidence;
+    address_street?: FieldWithConfidence;
+    address_zip?: FieldWithConfidence;
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    issuing_state?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    license_number?: FieldWithConfidence;
+    middle_name?: FieldWithConfidence;
+}
+export interface ExtendSsnCardParsed {
+    full_name?: FieldWithConfidence;
+}
+export interface ExtendCertificateOfIncorporationParsed {
+    company_address?: FieldWithConfidence;
+    company_legal_name?: FieldWithConfidence;
+    countries_of_operations?: FieldWithConfidence<string[]>;
+    date_of_incorporation?: FieldWithConfidence;
+    ein?: FieldWithConfidence;
+    industry?: FieldWithConfidence;
+    phone_number?: FieldWithConfidence;
+    product_description?: FieldWithConfidence;
+    purpose_of_account?: FieldWithConfidence;
+    registered_address?: FieldWithConfidence;
+    regulated_status?: FieldWithConfidence;
+    source_of_funds?: FieldWithConfidence;
+    state_of_incorporation?: FieldWithConfidence;
+    sub_industry?: FieldWithConfidence;
+    sub_us_nexus?: FieldWithConfidence;
+    transaction_volume_expectations?: FieldWithConfidence;
+    type_of_incorporation?: FieldWithConfidence;
+    us_nexus?: FieldWithConfidence;
+    website?: FieldWithConfidence;
+}
+export interface ExtendTaxEinParsed {
+    ein?: FieldWithConfidence;
+    irs_address?: FieldWithConfidence;
+    legal_business_name?: FieldWithConfidence;
+    trade_name?: FieldWithConfidence;
+}
+/** POST /1.0/documents/process/sync request body. */
+export interface SyncDocumentsProcessRequest {
+    files: Array<{
+        file_id: ID;
+    }>;
+    provided_document_type: KycKybProvidedDocumentType;
+    metadata?: {
+        source?: string;
+    } & Record<string, unknown>;
+    processing_priority?: number;
+}
+/** POST /1.0/documents/process/sync response body. */
+export interface SyncDocumentsProcessResponse {
+    data: ExtendPassportParsed | ExtendDrivingLicenseParsed | ExtendSsnCardParsed | ExtendCertificateOfIncorporationParsed | ExtendTaxEinParsed | null;
+    status: {
+        code: number;
+        message: string;
+    };
+}
+/**
+ * Discriminator for which Redux slice to apply the autofill to — setup pages
+ * (`spendManagement/commonSetup`) and onboarding (`onboardingView/customerView`)
+ * share the same field shapes but live in separate slices.
+ */
+export type KycKybAutofillTarget = 'setup' | 'onboarding';
+/** Confidence floor below which we drop an autofill candidate. */
+export declare const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export declare const toKycProvidedDocumentType: (selectType: KycSelectDocumentType) => KycProvidedDocumentType | null;

package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js

@@ -0,0 +1,32 @@
+"use strict";
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toKycProvidedDocumentType = exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = void 0;
+/** Confidence floor below which we drop an autofill candidate. */
+exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};
+exports.toKycProvidedDocumentType = toKycProvidedDocumentType;

package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts

@@ -46,7 +46,7 @@ export interface ReimbursementFilters {
 }
 export interface ReimbursementFilterCategory {
     field: RemiListViewFilterCategoryField;
-    matchingOperator: 'equal' | 'not-equal';
+    matchingOperator: 'equal' | 'not_equal';
     values: (string | ZeniDate)[];
     valuesCombinationOperator: 'ANY';
 }

package/lib/view/spendManagement/spendManagementFilterHelpers.d.ts

@@ -1,3 +1,4 @@
+import { CategoryCombinationOperator, FilterCategoryType } from '../../commonStateTypes/filterPrimitives';
 import { TimePeriod } from '../../commonStateTypes/timePeriod';
 import { UserRoleType } from '../../entity/userRole/userRoleType';
 import { RootState } from '../../reducer';
@@ -12,12 +13,20 @@ import { ReimbursementView } from './reimbursement/remiListView/remiListSelector
 import { ReimbursementFilters, RemiListViewFilterCategoryField } from './reimbursement/remiListView/remiListState';
 export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters | PaymentHistoryFilters;
 export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management' | 'charge_card_payment_history';
-export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';
+/**
+ * Re-exported here so consumers of `spendManagementFilterHelpers` keep
+ * their existing import path stable after the primitives moved to
+ * `commonStateTypes/filterPrimitives`. Downstream files (`taskList`,
+ * `remiListState`, `chargeCardPaymentHistory`, `billListState`) and the
+ * CES barrel still pull `CategoryCombinationOperator` / `FilterCategoryType`
+ * from this module — the source of truth is upstream but the surface is
+ * unchanged.
+ */
+export type { CategoryCombinationOperator, FilterCategoryType };
 export interface MatchingOperatorDropdownOption {
     label: 'is' | 'is not';
-    value: 'equal' | 'not-equal';
+    value: 'equal' | 'not_equal';
 }
-export type CategoryCombinationOperator = 'AND' | 'OR';
 export interface BillPayFilterCategoryDropdownOption {
     value: BillListViewFilterCategoryField;
     multiple?: boolean;

package/lib/view/spendManagement/spendManagementFilterHelpers.js

@@ -14,6 +14,8 @@ const helpers_1 = require("./helpers");
 const remiListSelector_1 = require("./reimbursement/remiListView/remiListSelector");
 const remiListState_1 = require("./reimbursement/remiListView/remiListState");
 //filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
+// Spend Management uses only equal/not_equal — TC amount operators
+// (inBetween, lessThan, greaterThan) live in the TC filter pipeline.
 const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
     let doesItemFallInValueRange = false;
     const filterField = currentFilter.field;
@@ -47,7 +49,7 @@ const filterItemOnCategoriesWithSingleValue = (categoryValue, currentFilter, ran
         return filterItemOnRangeCategoryType(categoryValue, currentFilter);
     }
     // if filter category is not rangeType
-    if (currentFilter.matchingOperator === 'not-equal') {
+    if (currentFilter.matchingOperator === 'not_equal') {
         return currentFilter.values.indexOf(categoryValue.toString()) === -1;
     }
     return currentFilter.values.indexOf(categoryValue.toString()) > -1;
@@ -121,7 +123,7 @@ const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredItems = [
                     ? getCategoryValueForTaskList(key, item)
                     : getCategoryValueForPaymentHistory(key, item);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/view/subscriptionView/subscriptionViewSelector.js

@@ -217,7 +217,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
         const key = currentFilter.field;
         const categoryValue = getCategoryValueForCompany(key, company);
         if (categoryValue == null) {
-            if (currentFilter.matchingOperator === 'not-equal') {
+            if (currentFilter.matchingOperator === 'not_equal') {
                 return true;
             }
             return false;

package/lib/view/taskManager/taskListView/taskList.d.ts

@@ -44,7 +44,7 @@ export interface TaskListFilters {
 }
 export interface TaskFilterCategory {
     field: TaskListFilterCategoryField;
-    matchingOperator: 'equal' | 'not-equal';
+    matchingOperator: 'equal' | 'not_equal';
     values: (string | ZeniDate)[];
     valuesCombinationOperator: 'ANY';
 }

package/lib/view/taskManager/taskListView/taskListReducer.js

@@ -70,7 +70,7 @@ exports.initialState = {
         categories: [
             {
                 field: 'status',
-                matchingOperator: 'not-equal',
+                matchingOperator: 'not_equal',
                 values: ['resolved'],
                 valuesCombinationOperator: 'ANY',
             },

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

@@ -115,7 +115,17 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     amount: number;
     recommendationWithCOTByLineId: RecommendationWithCOTByLineId;
     uncategorizedIncomeExpense: UncategorizedAccounts;
-}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
+}, "transactionDetail/setEntityRecommendationForLineIdsForTransactionDetail", never, never>, markCategoryClassRecommendationsInProgressForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsInProgressForTransactionDetail", never, never>, markCategoryClassRecommendationsCompletedForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[]], {
+    transactionId: TransactionID;
+    lineIds: string[];
+}, "transactionDetail/markCategoryClassRecommendationsCompletedForTransactionDetail", never, never>, markCategoryClassRecommendationsFailureForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
+    transactionId: TransactionID;
+    lineIds: string[];
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "transactionDetail/markCategoryClassRecommendationsFailureForTransactionDetail", never, never>, removeEntityRecommendationForLineIdForTransactionDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, lineId: string], {
     transactionId: TransactionID;
     transaction: SupportedTransaction;
     lineId: string;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const entity_1 = require("../../entity/genericEntity/entity");
@@ -245,12 +245,34 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         saveTransactionDetailLocalData(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
-            if (detail != null) {
-                draft.transactionDetailById[key] = {
-                    ...detail,
-                    transactionDetailLocalData: action.payload.transactionLocalData,
-                };
+            if (detail == null) {
+                return;
             }
+            const incoming = action.payload.transactionLocalData;
+            const prevById = detail.transactionDetailLocalData.lineItemById;
+            // Per-line `categoryClassRecommendationsFetchState` is owned by the
+            // recommendation epic/reducers (markInProgress / markCompleted /
+            // markFailure / setEntityRecommendationForLineIdsForTransactionDetail).
+            // Callers that rebuild `transactionLocalData` from a UI snapshot will
+            // typically have an out-of-date copy of this field (e.g. payee-change
+            // captures the snapshot before the epic's start arm runs and would
+            // otherwise clobber In-Progress back to undefined). Treat the field as
+            // sticky: only let the caller override it when they explicitly set it.
+            const mergedLineItemById = {};
+            Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
+                mergedLineItemById[lineId] = {
+                    ...line,
+                    categoryClassRecommendationsFetchState: line.categoryClassRecommendationsFetchState ??
+                        prevById?.[lineId]?.categoryClassRecommendationsFetchState,
+                };
+            });
+            draft.transactionDetailById[key] = {
+                ...detail,
+                transactionDetailLocalData: {
+                    ...incoming,
+                    lineItemById: mergedLineItemById,
+                },
+            };
         },
         saveTransactionDetail(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
@@ -372,6 +394,21 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
                 if (detail != null) {
                     const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
+                    // Release the per-line fetch flag for every line this fetch
+                    // covered so the inline skeleton resolves and the page-level
+                    // Save button can re-enable.
+                    lineIds.forEach((lineId) => {
+                        const lineItem = newLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            newLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
                     draft.transactionDetailById[key] = {
                         ...detail,
                         transactionDetailLocalData: newLocalData,
@@ -392,6 +429,84 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // Start arm of the line-update recommendations fetch for the detail
+        // page. Flips covered lines to In-Progress; detail page has no
+        // checkbox, so no auto-uncheck side effect.
+        markCategoryClassRecommendationsInProgressForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'In-Progress',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds) {
+                return { payload: { transactionId, lineIds } };
+            },
+        },
+        // Completed arm. Used when the HTTP call succeeded but the server
+        // returned no per-line recommendations — still need to release the
+        // In-Progress flag.
+        markCategoryClassRecommendationsCompletedForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Completed',
+                                    error: undefined,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds) {
+                return { payload: { transactionId, lineIds } };
+            },
+        },
+        markCategoryClassRecommendationsFailureForTransactionDetail: {
+            reducer(draft, action) {
+                const { transactionId, lineIds, error } = action.payload;
+                const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+                const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    lineIds.forEach((lineId) => {
+                        const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
+                        if (lineItem != null) {
+                            detail.transactionDetailLocalData.lineItemById[lineId] = {
+                                ...lineItem,
+                                categoryClassRecommendationsFetchState: {
+                                    fetchState: 'Error',
+                                    error,
+                                },
+                            };
+                        }
+                    });
+                }
+            },
+            prepare(transactionId, lineIds, error) {
+                return { payload: { transactionId, lineIds, error } };
+            },
+        },
         removeEntityRecommendationForLineIdForTransactionDetail: {
             reducer(draft, action) {
                 const { transaction, lineId } = action.payload;
@@ -663,7 +778,7 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
+_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
 exports.default = transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';

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

@@ -18,6 +18,7 @@ export interface TransactionDetailReport extends SelectorView {
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
+    hasInFlightCategoryClassRecommendations: boolean;
     isAccountingClassesEnabled: boolean;
     isAccountingProjectsEnabled: boolean;
     linkedTransactions: SupportedTransactionWithCOT[];
@@ -30,6 +31,7 @@ export interface TransactionDetailReport extends SelectorView {
 export interface VendorDetailsView extends SelectorView {
     vendors: Vendor[];
 }
+export declare const getDetailInFlightRecommendations: (state: RootState, transactionId: TransactionID) => boolean;
 export declare const getTransactionDetail: (state: RootState, transactionId: TransactionID, fetchLinkedTransactions?: boolean) => TransactionDetailReport;
 export declare function getTransactionDetailForTransaction(rootState: RootState, transactionId: TransactionID): TransactionDetailReport | undefined;
 export declare const getInitialUpdatablePeriodsForTransactionRecommendations: (companyIncorporationDate?: ZeniDate, bookCloseDate?: ZeniDate) => {

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getInitialUpdatablePeriodsForTransactionRecommendations = exports.getTransactionDetail = void 0;
+exports.getInitialUpdatablePeriodsForTransactionRecommendations = exports.getTransactionDetail = exports.getDetailInFlightRecommendations = void 0;
 exports.getTransactionDetailForTransaction = getTransactionDetailForTransaction;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
@@ -17,6 +17,27 @@ const accountListSelector_1 = require("../accountList/accountListSelector");
 const classListSelector_1 = require("../classList/classListSelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
+// "Any line on this transaction is fetching category/class recommendations?"
+// Inlined as a plain function because the upstream selector
+// `getTransactionDetail` is also un-memoized and the iteration is O(lines)
+// — typically <10. Exported standalone so consumers that only need the
+// flag (e.g. footer save-disable) can avoid materializing the whole
+// detail report.
+const getDetailInFlightRecommendations = (state, transactionId) => {
+    const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
+    const detail = (0, get_1.default)(state.transactionDetailState.transactionDetailById, detailKey, undefined);
+    if (detail == null) {
+        return false;
+    }
+    for (const lineItem of Object.values(detail.transactionDetailLocalData.lineItemById)) {
+        if (lineItem.categoryClassRecommendationsFetchState?.fetchState ===
+            'In-Progress') {
+            return true;
+        }
+    }
+    return false;
+};
+exports.getDetailInFlightRecommendations = getDetailInFlightRecommendations;
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
     const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
@@ -63,7 +84,13 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
     const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const classList = isAccountingClassesEnabled
         ? (0, classListSelector_1.getClassList)(classState, classListState)
-        : { classes: [], nestedClassHierarchy: [], fetchState: 'Completed', error: undefined, version: 0 };
+        : {
+            classes: [],
+            nestedClassHierarchy: [],
+            fetchState: 'Completed',
+            error: undefined,
+            version: 0,
+        };
     const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state);
     const projectList = isAccountingProjectsEnabled
         ? (0, projectListSelector_1.getProjectList)(projectState, projectListState)
@@ -79,6 +106,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
+    const hasInFlightCategoryClassRecommendations = (0, exports.getDetailInFlightRecommendations)(state, transactionId);
     return {
         reportId: 'transaction_detail',
         reportTitle: 'Transaction Detail',
@@ -94,6 +122,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         classHierarchyList,
         accountsHierarchyList,
         classList: classList,
+        hasInFlightCategoryClassRecommendations,
         isAccountingClassesEnabled,
         isAccountingProjectsEnabled,
         projectList,

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

@@ -14,6 +14,7 @@ export interface TransactionDetailLineItemData extends TransactionLineBase {
     isClassMiscategorized: boolean;
     account?: AccountBase;
     billable?: BillableStatus;
+    categoryClassRecommendationsFetchState?: FetchStateAndError;
     class?: ClassBase;
     customer?: CustomerBase;
     isCategoryUpdateSelected?: boolean;

package/lib/view/zeniOAuthView/zeniOAuthSelector.d.ts

@@ -1,5 +1,5 @@
-import { RootState } from '../../reducer';
 import { FetchState } from '../../commonStateTypes/common';
+import { RootState } from '../../reducer';
 export declare const getZeniOAuthApproveFetchState: (state: RootState) => FetchState;
 export declare const getZeniOAuthApproveRedirectUrl: (state: RootState) => string | undefined;
 export declare const getZeniOAuthApproveError: (state: RootState) => string | null;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.80",
+  "version": "5.0.81-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -106,12 +106,18 @@
   "scripts": {
     "clean": "rimraf lib",
     "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
-    "test": "pnpm test:typecheck && vitest run --typecheck",
-    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --fix",
+    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
+    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
+    "test:full": "vitest run --typecheck",
+    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
+    "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
+    "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",
+    "tsc-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh",
+    "typecheck": "tsc --noEmit",
     "find-dead-code": "ts-prune | grep -v '(used in module)'",
     "find-unused-exports": "ts-unused-exports ./tsconfig.json",
     "circular-dependency": "npx madge --circular --extensions ts ./src",
-    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'Running ESLint...' && eslint . --ext .js,.jsx,.ts,.tsx\" \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck (incl. lint-modified-files)...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",

package/lib/esm/view/creditAgentView/epics/fetchCreditAgentAccessEpic.js

@@ -1,13 +0,0 @@
-import { of } from 'rxjs';
-import { catchError, filter, switchMap } from 'rxjs/operators';
-import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { fetchCreditAgentAccess, fetchCreditAgentAccessFailure, fetchCreditAgentAccessSuccess, } from '../creditAgentViewReducer';
-export const fetchCreditAgentAccessEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCreditAgentAccess.match), switchMap(() => {
-    const url = `${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/cockpit/cards-cockpit-access`;
-    return zeniAPI.getJSON(url).pipe(switchMap((response) => {
-        if (isSuccessResponse(response) && response.data != null) {
-            return of(fetchCreditAgentAccessSuccess(response.data.is_allowed === true));
-        }
-        return of(fetchCreditAgentAccessFailure(response.status));
-    }), catchError((error) => of(fetchCreditAgentAccessFailure(createZeniAPIStatus('Unexpected error', 'REST API call errored out: ' + JSON.stringify(error))))));
-}));