@zeniai/client-epic-state 5.0.81-betaJK7 → 5.0.81-betaML1

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

@@ -5,6 +5,7 @@ import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
 import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
+import { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -1040,7 +1041,18 @@ const expenseAutomationTransactionsView = createSlice({
                 };
             },
         },
+        removeTransactionFromAllTabs: {
+            prepare(transactionId) {
+                return { payload: { transactionId } };
+            },
+            reducer(draft, action) {
+                const { transactionId } = action.payload;
+                for (const tab of TRANSACTIONS_TABS) {
+                    removeTransactionFromTabView(draft.transactionCategorizationView[tab], transactionId);
+                }
+            },
+        },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -8,6 +8,7 @@ import { getSupportedTransactionsByIds } from '../../../entity/transaction/trans
 import { applyTransactionFilters, } from '../transactionFilterHelpers';
 import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
+import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
 import { getProjectList } from '../../projectList/projectListSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 // Walks the tab's transactionReviewLocalDataById map and returns
@@ -81,8 +82,11 @@ export const toTransactionView = (transaction, transactionLocalData) => {
         transactionLocalData,
     };
 };
+// Re-exported here for back-compat. New code should import from
+// `view/createTransferEntry/createTransferEntrySelector`.
+export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
 export function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
+    const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
@@ -214,6 +218,7 @@ export function getExpenseAutomationTransactionView(state) {
         : [];
     const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
     const completionStatus = transactionCompletionStatus ?? 'incomplete';
+    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
     const inFlightCategoryClassRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId(state);
     const hasInFlightCategoryClassRecommendations = getCategorizationHasInFlightRecommendations(state);
     return {
@@ -238,6 +243,7 @@ export function getExpenseAutomationTransactionView(state) {
         refreshStatus,
         saveStatus,
         markAsNotMiscategorizedStatus,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
         completionStatus,
         totalCountByTab,
         parentTabTotalCountByTab,
@@ -245,6 +251,8 @@ export function getExpenseAutomationTransactionView(state) {
         uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
     };
 }

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

@@ -48,7 +48,7 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
         transactionActions.push(updateTransactionDetailFetchState(transactionId, 'In-Progress'));
         const query = { transaction_type: transactionId.type };
         const getTransactionDetail$ = zeniAPI
-            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
+            .getJSON(`https://dev.api.zeni.ai/version/accounting/mohanrajoria/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) &&
                 response.data?.transaction?.transaction_id != null) {

package/lib/esm/view/transactionDetail/transactionDetailSelector.js

@@ -8,6 +8,7 @@ import { getVendorsByVendorIds } from '../../entity/vendor/vendorSelector';
 import { dateNow } from '../../zeniDayJS';
 import { getAccountList, getNestedAccountListHierarchy, } from '../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../classList/classListSelector';
+import { getResolvedTransferAccounts } from '../createTransferEntry/createTransferEntrySelector';
 import { getProjectList, } from '../projectList/projectListSelector';
 import { getAllLinkedTransactions, getTransactionDetailKey, initialSupportedTransactionDetail, } from './transactionDetailState';
 // "Any line on this transaction is fetching category/class recommendations?"
@@ -31,7 +32,7 @@ export const getDetailInFlightRecommendations = (state, transactionId) => {
     return false;
 };
 export const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
-    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
+    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, createTransferEntryState, projectState, projectListState, } = state;
     const detailKey = getTransactionDetailKey(transactionId);
     const transactionDetail = recordGet(transactionDetailState.transactionDetailById, detailKey);
     let fetchState = {
@@ -98,6 +99,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = getVendorsByVendorIds(vendorState, vendorListState.vendorIds);
+    const { transferAccountsList, creditCardTransferAccountsList } = getResolvedTransferAccounts(state);
     const hasInFlightCategoryClassRecommendations = getDetailInFlightRecommendations(state, transactionId);
     return {
         reportId: 'transaction_detail',
@@ -116,6 +118,9 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
         classList: classList,
         hasInFlightCategoryClassRecommendations,
         isAccountingClassesEnabled,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,
         isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,

package/lib/index.d.ts

@@ -240,7 +240,7 @@ import { CompanyDetailWithHealthMetric, CompanyHealthMetricDropDownOption, Compa
 import { fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportHistoricDates, fetchCompanyMonthEndReportTemplates, fetchCompanyMonthEndReportView, fetchImproveUsingZeniGPT, resetCompanyMonthEndReportFetchStatus, resetSendCompanyMonthEndReportFetchStatus, saveCompanyMonthEndReport, sendCompanyMonthEndReport } from './view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { CompanyMonthEndReportHistoricDataSelectorView, CompanyMonthEndReportSelectorView, getCompanyMonthEndReportHistoricData, getCompanyMonthEndReportSelectorView } from './view/companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthReportTemplates, TemplatesList } from './view/companyMonthEndReportView/companyMonthEndReportViewState';
-import { fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewUIState } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
+import { fetchCompanyTaskManagerView, fetchTaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { CompanyTaskManagerSelectorView, TaskWithCompanyDetail, getCompanyTaskManagerView } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
 import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewState';
 import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState } from './view/companyView/companyViewReducer';
@@ -251,7 +251,7 @@ import { CompanyPassportLocalStoreDataView, CompanyPassportView, getCompanyPassp
 import { CompanyPortfolioView, getCompanyPortfolioView, isInfiniteRunway } from './view/companyView/selector/companyPortfolioViewSelector';
 import { AllCockpitTabsView, getAllCockpitTabsFilterView } from './view/companyView/selector/getAllCockpitTabsFilterView';
 import { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, toCockpitTabsFileTypeStrict, toCockpitTabsIDStrict } from './view/companyView/types/cockpitTabsID';
-import { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, FilterCombinationsByTabs, HealthMonitorViewFilterCategoryField, HealthViewSortKey, ManagementViewFilterCategoryField, ManagementViewSortKey, OnboardingViewSortKey, PortfolioViewFilterCategoryField, PortfolioViewSortKey, SubscriptionViewFilterCategoryField, TaskManagerViewFilterCategoryField, TaskManagerViewSortKey, toHealthSortKeyType, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toTaskManagerSortKeyType } from './view/companyView/types/cockpitTypes';
+import { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, FilterCombinationsByTabs, HealthMonitorViewFilterCategoryField, HealthViewSortKey, ManagementViewFilterCategoryField, ManagementViewSortKey, OnboardingViewSortKey, PortfolioViewFilterCategoryField, PortfolioViewSortKey, SubscriptionViewFilterCategoryField, TaskManagerViewSortKey, toHealthSortKeyType, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toTaskManagerSortKeyType } from './view/companyView/types/cockpitTypes';
 import { ManagementUIState } from './view/companyView/types/companyManagementViewState';
 import { CompanyDetailsLocalData, CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData } from './view/companyView/types/companyPassport/companyDetailsLocalData';
 import { CompanyPassportLocalData, toCompanyPassportLocalData } from './view/companyView/types/companyPassport/companyPassportLocalData';
@@ -260,6 +260,7 @@ import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData }
 import { PortfolioUIState } from './view/companyView/types/companyPortfolioViewState';
 import { CompanyView } from './view/companyView/types/companyView';
 import { UserAndRole } from './view/companyView/types/userAndRole';
+import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchAccountsForTransferFlow, resetCreateTransferEntryStatus } from './view/createTransferEntry/createTransferEntryReducer';
 import { fetchDashboard, updateTreasuryVideoClosed } from './view/dashboard/dashboardReducer';
 import { DashboardReport, getDashboard } from './view/dashboard/dashboardSelector';
 import { updateDashboardLayout } from './view/dashboardLayout/dashboardLayoutReducer';
@@ -274,7 +275,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -286,8 +287,7 @@ import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSel
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { JEScheduledTransactionWithFailedEntries } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
-import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
-import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
+import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { CompletedSubTab, DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab } from './view/expenseAutomationView/types/completedSubTab';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { AccountSettingsLocalData, JEScheduleMainTab as ExpenseAutomationJEScheduleMainTab, JEScheduleSortKey as ExpenseAutomationJEScheduleSortKey, JESchedulesViewUIState as ExpenseAutomationJESchedulesViewUIState, JEScheduleLocalData, toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey } from './view/expenseAutomationView/types/jeSchedulesViewState';
@@ -509,6 +509,7 @@ import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, R
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -661,10 +662,10 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
 export { ClassesViewSelectorReportV2 };
 export { BalancesTimeseries, TrendTimeseries, BalanceKind };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePerformanceTrend, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, MonthCloseCheckMetrics, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
-export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
 export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
 export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
@@ -770,7 +771,7 @@ export { AllCockpitTabsView, getAllCockpitTabsFilterView };
 export { AuditSummaryData, fetchImproveUsingZeniGPT, fetchCompanyMonthEndReportView, sendCompanyMonthEndReport, saveCompanyMonthEndReport, resetCompanyMonthEndReportFetchStatus, resetSendCompanyMonthEndReportFetchStatus, getCompanyMonthEndReportSelectorView, CompanyMonthEndReportSelectorView, fetchCompanyMonthEndReportHistoricDates, fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportTemplates, getCompanyMonthEndReportHistoricData, CompanyMonthEndReportHistoricDataSelectorView, CompanyMonthEndReportData, TemplatesList, CompanyMonthReportTemplates, };
 export { Runway, AccountingSummary };
 export { newAddressInLocalStore, getAddress, getNewAddress, getAllNewAddresses, getFormattedAddress, fetchAddress, clearAddressView, AddressType, NewAddressData, AddressUpdatableInfo, createAddress, removeNewAddressDataInLocalStore, };
-export { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, FilterCombinationsByTabs, HealthViewSortKey, ManagementViewFilterCategoryField, ManagementViewSortKey, OnboardingViewSortKey, PortfolioViewFilterCategoryField, HealthMonitorViewFilterCategoryField, TaskManagerViewFilterCategoryField, PortfolioViewSortKey, SubscriptionViewFilterCategoryField, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toHealthSortKeyType, TaskManagerViewSortKey, toTaskManagerSortKeyType, updateCompanyTaskManagerViewUIState, };
+export { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, FilterCombinationsByTabs, HealthViewSortKey, ManagementViewFilterCategoryField, ManagementViewSortKey, OnboardingViewSortKey, PortfolioViewFilterCategoryField, HealthMonitorViewFilterCategoryField, PortfolioViewSortKey, SubscriptionViewFilterCategoryField, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toHealthSortKeyType, TaskManagerViewSortKey, toTaskManagerSortKeyType, };
 export { CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStrict, toCockpitTabsFileTypeStrict, };
 export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueWithCode, isAllowedValueWithID, };
 export { ManagementUIState, PortfolioUIState };