@zeniai/client-epic-state 5.0.81-betaML3 → 5.0.81-betaRR0

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts

@@ -61,7 +61,7 @@ export declare const initialCreditAcc: CreditAccount;
 export declare const initialDebitCardSummaries: DebitCardSummaries;
 export declare const initialResendRevokeCardInvite: ResendRevokeCardInvite;
 export declare const initialCreditAccountRepayment: CreditAccountRepayment;
-export declare const toChargeCardSortKeyType: (v: string) => "status" | "accountType" | "owner" | "cardName" | "limit" | "department" | "cardType" | "utilisation";
+export declare const toChargeCardSortKeyType: (v: string) => "status" | "department" | "accountType" | "owner" | "cardName" | "limit" | "cardType" | "utilisation";
 export declare type ChargeCardViewSortKey = ReturnType<typeof toChargeCardSortKeyType>;
 export declare const ALL_CASHBACK_SORT_KEYS: readonly ["month", "cashback"];
 export declare const toCashbackSortKeyType: (v: string) => "month" | "cashback";

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts

@@ -54,7 +54,21 @@ export interface MyPendingActivationChargeCardListSelectorView extends SelectorV
 export interface ChargeCardListWithShippingAddressSelectorView extends SelectorView {
     cards: ChargeCardWithUserAndShippingAddress[];
 }
+export interface AllChargeCardsWithUserSelectorView extends SelectorView {
+    cards: ChargeCardWithUser[];
+}
 export declare const getChargeCardListView: (state: RootState, includeCreditAccountDebitSummaryAndCashbackInfo: boolean, isDebitCardEnabled: boolean, isCreditCardEnabled: boolean) => ChargeCardListSelectorView;
+/**
+ * Returns every enriched `ChargeCardWithUser` for the tenant, without
+ * applying the cards-list screen's `searchText` filter or its column
+ * `sortKey/sortOrder`. Used by surfaces that need the raw card universe
+ * decoupled from whatever the user has typed/sorted on the cards list
+ * (e.g. the Card Policy "Apply to Cards" picker, which owns its own
+ * search + sort UI). The list-screen's filter/sort state is intentionally
+ * left untouched so revisits to the cards list still restore the user's
+ * search.
+ */
+export declare const getAllChargeCardsWithUser: (state: RootState) => AllChargeCardsWithUserSelectorView;
 export declare const getMyPendingActivationChargeCardListView: (state: RootState) => MyPendingActivationChargeCardListSelectorView;
 export declare const getMyRequestOnHoldChargeCardListWithShippingAddress: (state: RootState) => ChargeCardListWithShippingAddressSelectorView;
 /**

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.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.getChargeCardBulkActionView = exports.getChargeCardRowActionView = exports.getChargeCardRecurringExpensesByCardIds = exports.getDebitCardSummary = exports.getDebitCardList = exports.getDepositAccountListWithDebitCardIssued = exports.getCreditAccountDetails = exports.anyCardOnHold = exports.getMyRequestOnHoldChargeCardListWithShippingAddress = exports.getMyPendingActivationChargeCardListView = exports.getChargeCardListView = void 0;
+exports.getChargeCardBulkActionView = exports.getChargeCardRowActionView = exports.getChargeCardRecurringExpensesByCardIds = exports.getDebitCardSummary = exports.getDebitCardList = exports.getDepositAccountListWithDebitCardIssued = exports.getCreditAccountDetails = exports.anyCardOnHold = exports.getMyRequestOnHoldChargeCardListWithShippingAddress = exports.getMyPendingActivationChargeCardListView = exports.getAllChargeCardsWithUser = exports.getChargeCardListView = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
 const sortOrderPayload_1 = require("../../../../commonPayloadTypes/sortOrderPayload");
@@ -94,6 +94,32 @@ const getChargeCardListView = (state, includeCreditAccountDebitSummaryAndCashbac
     };
 };
 exports.getChargeCardListView = getChargeCardListView;
+/**
+ * Returns every enriched `ChargeCardWithUser` for the tenant, without
+ * applying the cards-list screen's `searchText` filter or its column
+ * `sortKey/sortOrder`. Used by surfaces that need the raw card universe
+ * decoupled from whatever the user has typed/sorted on the cards list
+ * (e.g. the Card Policy "Apply to Cards" picker, which owns its own
+ * search + sort UI). The list-screen's filter/sort state is intentionally
+ * left untouched so revisits to the cards list still restore the user's
+ * search.
+ */
+const getAllChargeCardsWithUser = (state) => {
+    const { chargeCardListState, chargeCardState, chargeCardConfigState } = state;
+    const cards = (0, chargeCardSelector_1.getChargeCardsByIds)(chargeCardState, chargeCardListState.cardIds);
+    const chargeCardsWithUser = getChargeCardsWithUser(cards, state);
+    const fetchState = (0, reduceFetchState_1.reduceFetchState)([
+        chargeCardListState,
+        chargeCardConfigState,
+    ]).fetchState;
+    return {
+        fetchState,
+        error: chargeCardListState.error,
+        cards: chargeCardsWithUser,
+        version: '1.0',
+    };
+};
+exports.getAllChargeCardsWithUser = getAllChargeCardsWithUser;
 const getMyPendingActivationChargeCardListView = (state) => {
     const { tenantState, chargeCardListState, chargeCardState } = state;
     const cards = (0, chargeCardSelector_1.getChargeCardsByIds)(chargeCardState, chargeCardListState.cardIds);

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.d.ts

@@ -8,6 +8,6 @@ import { updateUserRoles } from '../../../../entity/userRole/userRoleReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { updateChargeCardList } from '../chargeCardList/chargeCardListReducer';
-import { issueChargeCardSuccessOrFailure, issueChargeCards, updateChargeCardCount, updateDebitCardCount, updateLastSelfIssuedDebitCardId } from './issueChargeCardReducer';
-export type ActionType = ReturnType<typeof issueChargeCards> | ReturnType<typeof updateChargeCards> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateUserRoles> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateChargeCardList> | ReturnType<typeof updateChargeCardCount> | ReturnType<typeof updateDebitCardCount> | ReturnType<typeof updateLastSelfIssuedDebitCardId> | ReturnType<typeof issueChargeCardSuccessOrFailure> | ReturnType<typeof updateAddresses>;
+import { issueChargeCardSuccessOrFailure, issueChargeCards, updateChargeCardCount, updateDebitCardCount, updateLastIssuedCardIds, updateLastSelfIssuedDebitCardId } from './issueChargeCardReducer';
+export type ActionType = ReturnType<typeof issueChargeCards> | ReturnType<typeof updateChargeCards> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateUserRoles> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateChargeCardList> | ReturnType<typeof updateChargeCardCount> | ReturnType<typeof updateDebitCardCount> | ReturnType<typeof updateLastSelfIssuedDebitCardId> | ReturnType<typeof updateLastIssuedCardIds> | ReturnType<typeof issueChargeCardSuccessOrFailure> | ReturnType<typeof updateAddresses>;
 export declare const issueChargeCardEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js

@@ -90,7 +90,7 @@ const issueChargeCardEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, ope
             actions.push((0, chargeCardReducer_1.updateChargeCards)(issuedCards), (0, userReducer_1.updateAllUsers)({ users: response.data.users }), (0, userRoleReducer_1.updateUserRoles)(response.data.user_roles), (0, chargeCardListReducer_1.updateChargeCardList)({
                 chargeCardListPayload: response.data,
                 keepExistingListItems: true,
-            }), (0, addressReducer_1.updateAddresses)(response.data.addresses), (0, issueChargeCardReducer_1.updateChargeCardCount)(response.data?.cards_count_by_user_id ?? []), (0, issueChargeCardReducer_1.updateDebitCardCount)(response.data?.debit_cards_count_by_deposit_account_id ?? {}), (0, issueChargeCardReducer_1.issueChargeCardSuccessOrFailure)({ fetchState: 'Completed' }));
+            }), (0, addressReducer_1.updateAddresses)(response.data.addresses), (0, issueChargeCardReducer_1.updateChargeCardCount)(response.data?.cards_count_by_user_id ?? []), (0, issueChargeCardReducer_1.updateDebitCardCount)(response.data?.debit_cards_count_by_deposit_account_id ?? {}), (0, issueChargeCardReducer_1.updateLastIssuedCardIds)(issuedCards.map((card) => card.card_id)), (0, issueChargeCardReducer_1.issueChargeCardSuccessOrFailure)({ fetchState: 'Completed' }));
             if (issuedCards.length === 1 &&
                 (issuedCards[0].card_type.code ===
                     'business_virtual_debit_card' ||

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.d.ts

@@ -5,7 +5,11 @@ import { ZeniAPIStatus } from '../../../../responsePayload';
 import { ActiveChargeCardCountPayload, ActiveDebitCardCountByUserIdPayload } from '../../../userListView/userListViewPayload';
 import { IssueChargeCardLocalData, IssueChargeCardState } from './issueChargeCardState';
 export declare const initialState: IssueChargeCardState;
-export declare const issueChargeCards: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[], {}, "issueChargeCard/issueChargeCards", never, never>, updateChargeCardsLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<IssueChargeCardLocalData[], "issueChargeCard/updateChargeCardsLocalStore">, updateLastSelfIssuedDebitCardId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "issueChargeCard/updateLastSelfIssuedDebitCardId">, issueChargeCardSuccessOrFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+export declare const issueChargeCards: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
+    sourceChatSessionId?: ID;
+} | undefined], {
+    sourceChatSessionId?: ID;
+}, "issueChargeCard/issueChargeCards", never, never>, updateChargeCardsLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<IssueChargeCardLocalData[], "issueChargeCard/updateChargeCardsLocalStore">, updateLastSelfIssuedDebitCardId: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "issueChargeCard/updateLastSelfIssuedDebitCardId">, updateLastIssuedCardIds: import("@reduxjs/toolkit").ActionCreatorWithPayload<string[], "issueChargeCard/updateLastIssuedCardIds">, issueChargeCardSuccessOrFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     fetchState: FetchState;
     error?: ZeniAPIStatus;
 }, "issueChargeCard/issueChargeCardSuccessOrFailure">, resetIssueChargeCardForm: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"issueChargeCard/resetIssueChargeCardForm">, updateCustomAddressId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearIssueChargeCard = exports.updateDepositAccountListForCardsFetchStatus = exports.fetchDepositAccountListForCards = exports.updateDepositAccountsInCards = exports.fetchIssueCardPage = exports.updateDebitCardCount = exports.updateChargeCardCount = exports.updateCustomAddressId = exports.resetIssueChargeCardForm = exports.issueChargeCardSuccessOrFailure = exports.updateLastSelfIssuedDebitCardId = exports.updateChargeCardsLocalStore = exports.issueChargeCards = exports.initialState = void 0;
+exports.clearIssueChargeCard = exports.updateDepositAccountListForCardsFetchStatus = exports.fetchDepositAccountListForCards = exports.updateDepositAccountsInCards = exports.fetchIssueCardPage = exports.updateDebitCardCount = exports.updateChargeCardCount = exports.updateCustomAddressId = exports.resetIssueChargeCardForm = exports.issueChargeCardSuccessOrFailure = exports.updateLastIssuedCardIds = exports.updateLastSelfIssuedDebitCardId = exports.updateChargeCardsLocalStore = exports.issueChargeCards = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 exports.initialState = {
     depositAccountIds: [],
@@ -18,6 +18,7 @@ exports.initialState = {
     },
     activeChargeCardCount: {},
     activeDebitCardCountByDepositAccountId: {},
+    lastIssuedCardIds: [],
 };
 const issueChargeCard = (0, toolkit_1.createSlice)({
     name: 'issueChargeCard',
@@ -38,14 +39,23 @@ const issueChargeCard = (0, toolkit_1.createSlice)({
             },
         },
         issueChargeCards: {
-            prepare() {
-                return { payload: {} };
+            // `sourceChatSessionId`, when provided, records which AI CFO chat
+            // session triggered this bulk create so the cards list and AI CFO
+            // drawer can correlate an in-flight create back to its conversation.
+            // The field is not sent to the backend.
+            prepare(payload) {
+                return { payload: payload ?? {} };
             },
-            reducer(draft) {
+            reducer(draft, action) {
                 draft.saveStatus.fetchState = 'In-Progress';
                 draft.saveStatus.error = undefined;
+                draft.lastIssueSourceChatSessionId = action.payload.sourceChatSessionId;
+                draft.lastIssuedCardIds = [];
             },
         },
+        updateLastIssuedCardIds(draft, action) {
+            draft.lastIssuedCardIds = action.payload;
+        },
         updateChargeCardsLocalStore(draft, action) {
             draft.localData = action.payload;
         },
@@ -53,6 +63,8 @@ const issueChargeCard = (0, toolkit_1.createSlice)({
             draft.localData = [...exports.initialState.localData];
             draft.saveStatus = exports.initialState.saveStatus;
             draft.lastSelfIssuedDebitCardId = undefined;
+            draft.lastIssueSourceChatSessionId = undefined;
+            draft.lastIssuedCardIds = [];
         },
         updateLastSelfIssuedDebitCardId(draft, action) {
             draft.lastSelfIssuedDebitCardId = action.payload;
@@ -133,5 +145,5 @@ const issueChargeCard = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = issueChargeCard.actions, exports.issueChargeCards = _a.issueChargeCards, exports.updateChargeCardsLocalStore = _a.updateChargeCardsLocalStore, exports.updateLastSelfIssuedDebitCardId = _a.updateLastSelfIssuedDebitCardId, exports.issueChargeCardSuccessOrFailure = _a.issueChargeCardSuccessOrFailure, exports.resetIssueChargeCardForm = _a.resetIssueChargeCardForm, exports.updateCustomAddressId = _a.updateCustomAddressId, exports.updateChargeCardCount = _a.updateChargeCardCount, exports.updateDebitCardCount = _a.updateDebitCardCount, exports.fetchIssueCardPage = _a.fetchIssueCardPage, exports.updateDepositAccountsInCards = _a.updateDepositAccountsInCards, exports.fetchDepositAccountListForCards = _a.fetchDepositAccountListForCards, exports.updateDepositAccountListForCardsFetchStatus = _a.updateDepositAccountListForCardsFetchStatus, exports.clearIssueChargeCard = _a.clearIssueChargeCard;
+_a = issueChargeCard.actions, exports.issueChargeCards = _a.issueChargeCards, exports.updateChargeCardsLocalStore = _a.updateChargeCardsLocalStore, exports.updateLastSelfIssuedDebitCardId = _a.updateLastSelfIssuedDebitCardId, exports.updateLastIssuedCardIds = _a.updateLastIssuedCardIds, exports.issueChargeCardSuccessOrFailure = _a.issueChargeCardSuccessOrFailure, exports.resetIssueChargeCardForm = _a.resetIssueChargeCardForm, exports.updateCustomAddressId = _a.updateCustomAddressId, exports.updateChargeCardCount = _a.updateChargeCardCount, exports.updateDebitCardCount = _a.updateDebitCardCount, exports.fetchIssueCardPage = _a.fetchIssueCardPage, exports.updateDepositAccountsInCards = _a.updateDepositAccountsInCards, exports.fetchDepositAccountListForCards = _a.fetchDepositAccountListForCards, exports.updateDepositAccountListForCardsFetchStatus = _a.updateDepositAccountListForCardsFetchStatus, exports.clearIssueChargeCard = _a.clearIssueChargeCard;
 exports.default = issueChargeCard.reducer;

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.d.ts

@@ -25,3 +25,30 @@ export interface IssueChargeCardSelectorView extends SelectorView {
     lastSelfIssuedDebitCardId?: ID;
 }
 export declare const getIssueChargeCardView: (state: RootState, isCreditCardEnabled: boolean, isDebitCardEnabled: boolean) => IssueChargeCardSelectorView;
+/**
+ * Returns the AI CFO chat session id that triggered the most recent
+ * `issueChargeCards` dispatch (if any). Used by the cards list screen to
+ * decide whether the in-flight bulk-create originated from an AI CFO
+ * interactive form submission and should therefore render a pending
+ * placeholder + synthetic AI CFO drawer bubble.
+ */
+export declare const getLastIssueChargeCardsSourceChatSessionId: (state: RootState) => ID | undefined;
+/**
+ * Returns the ids of the cards created by the most recent successful
+ * `issueChargeCards` call. Used by the AI CFO drawer's "Created" success
+ * bubble to map back to the actual created entities.
+ */
+export declare const getLastIssuedChargeCardIds: (state: RootState) => ID[];
+/**
+ * Returns the save-status fetch state for the most recent `issueChargeCards`
+ * dispatch. Useful for gating pending placeholder rows on `In-Progress` /
+ * swapping them out on `Completed`.
+ */
+export declare const getIssueChargeCardsSaveStatus: (state: RootState) => FetchStateAndError;
+/**
+ * Returns the number of card rows currently being bulk-issued via the most
+ * recent `issueChargeCards` dispatch. Mirrors `localData.length` while the
+ * call is in flight so the cards list screen can render N skeleton rows at
+ * the top of the table.
+ */
+export declare const getInFlightIssueChargeCardsCount: (state: RootState) => number;

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getIssueChargeCardView = void 0;
+exports.getInFlightIssueChargeCardsCount = exports.getIssueChargeCardsSaveStatus = exports.getLastIssuedChargeCardIds = exports.getLastIssueChargeCardsSourceChatSessionId = exports.getIssueChargeCardView = void 0;
 const reduceFetchState_1 = require("../../../../commonStateTypes/reduceFetchState");
 const addressSelector_1 = require("../../../../entity/address/addressSelector");
 const classSelector_1 = require("../../../../entity/class/classSelector");
@@ -97,3 +97,45 @@ const getIssueChargeCardView = (state, isCreditCardEnabled, isDebitCardEnabled)
     };
 };
 exports.getIssueChargeCardView = getIssueChargeCardView;
+/**
+ * Returns the AI CFO chat session id that triggered the most recent
+ * `issueChargeCards` dispatch (if any). Used by the cards list screen to
+ * decide whether the in-flight bulk-create originated from an AI CFO
+ * interactive form submission and should therefore render a pending
+ * placeholder + synthetic AI CFO drawer bubble.
+ */
+const getLastIssueChargeCardsSourceChatSessionId = (state) => {
+    return state.issueChargeCardState.lastIssueSourceChatSessionId;
+};
+exports.getLastIssueChargeCardsSourceChatSessionId = getLastIssueChargeCardsSourceChatSessionId;
+/**
+ * Returns the ids of the cards created by the most recent successful
+ * `issueChargeCards` call. Used by the AI CFO drawer's "Created" success
+ * bubble to map back to the actual created entities.
+ */
+const getLastIssuedChargeCardIds = (state) => {
+    return state.issueChargeCardState.lastIssuedCardIds;
+};
+exports.getLastIssuedChargeCardIds = getLastIssuedChargeCardIds;
+/**
+ * Returns the save-status fetch state for the most recent `issueChargeCards`
+ * dispatch. Useful for gating pending placeholder rows on `In-Progress` /
+ * swapping them out on `Completed`.
+ */
+const getIssueChargeCardsSaveStatus = (state) => {
+    return state.issueChargeCardState.saveStatus;
+};
+exports.getIssueChargeCardsSaveStatus = getIssueChargeCardsSaveStatus;
+/**
+ * Returns the number of card rows currently being bulk-issued via the most
+ * recent `issueChargeCards` dispatch. Mirrors `localData.length` while the
+ * call is in flight so the cards list screen can render N skeleton rows at
+ * the top of the table.
+ */
+const getInFlightIssueChargeCardsCount = (state) => {
+    if (state.issueChargeCardState.saveStatus.fetchState !== 'In-Progress') {
+        return 0;
+    }
+    return state.issueChargeCardState.localData.length;
+};
+exports.getInFlightIssueChargeCardsCount = getInFlightIssueChargeCardsCount;

package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardState.d.ts

@@ -6,8 +6,10 @@ export interface IssueChargeCardState extends FetchedState {
     activeDebitCardCountByDepositAccountId: Record<ID, ActiveDebitCardCountByUserId>;
     depositAccountIds: ID[];
     depositAccountsFetchState: FetchStateAndError;
+    lastIssuedCardIds: ID[];
     localData: IssueChargeCardLocalData[];
     saveStatus: FetchStateAndError;
+    lastIssueSourceChatSessionId?: ID;
     lastSelfIssuedDebitCardId?: ID;
 }
 export interface ActiveChargeCardCount {

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

@@ -14,7 +14,7 @@ export declare const fetchTaskListPage: import("@reduxjs/toolkit").ActionCreator
     archived?: TaskPayload[];
     deleted?: TaskPayload[];
     snoozed?: TaskPayload[];
-}, "taskList/updateTaskList">, updateTaskListTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"deleted" | "live" | "archived" | "snoozed", "taskList/updateTaskListTab">, updateTaskListFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "taskList/updateTaskList">, updateTaskListTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"deleted" | "archived" | "live" | "snoozed", "taskList/updateTaskListTab">, updateTaskListFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     fetchState: FetchState;
     error?: ZeniAPIStatus;
 }, "taskList/updateTaskListFetchStatus">, updateTaskListSearchText: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/tasksCard/tasksCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

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

@@ -3,7 +3,7 @@ import { TransactionPayload } from '../../entity/transaction/payloadTypes/transa
 import { SupportedTransactionPayload } from '../../entity/transaction/transactionState';
 import { VendorPayload } from '../../entity/vendor/vendorPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
-export interface TransactionDetailPayload {
+interface TransactionDetailPayload {
     query: {
         transaction_id: string;
         transaction_type: string;

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

@@ -1,8 +1,7 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
-import { FetchState, FetchStateAndError } from '../../commonStateTypes/common';
+import { FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
-import { AccountBase } from '../../entity/account/accountState';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { Vendor } from '../../entity/vendor/vendorState';
@@ -18,9 +17,6 @@ export interface TransactionDetailReport extends SelectorView {
     allVendors: Vendor[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
-    createTransferEntryStatus: FetchState;
-    /** Resolved credit-card pool for credit_card_payment transfer drawer. */
-    creditCardTransferAccountsList: AccountBase[];
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
     hasInFlightCategoryClassRecommendations: boolean;
     isAccountingClassesEnabled: boolean;
@@ -29,7 +25,6 @@ export interface TransactionDetailReport extends SelectorView {
     projectList: ProjectListSelectorView;
     transactionDetailLocalData: TransactionDetailLocalData;
     transactionDetailUpdateStatus: FetchStateAndError;
-    transferAccounts: AccountBase[];
     isUpdateNotAllowed?: boolean;
     transaction?: SupportedTransactionWithCOT;
 }

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -15,7 +15,6 @@ const vendorSelector_1 = require("../../entity/vendor/vendorSelector");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const accountListSelector_1 = require("../accountList/accountListSelector");
 const classListSelector_1 = require("../classList/classListSelector");
-const createTransferEntrySelector_1 = require("../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
 // "Any line on this transaction is fetching category/class recommendations?"
@@ -40,7 +39,7 @@ const getDetailInFlightRecommendations = (state, transactionId) => {
 };
 exports.getDetailInFlightRecommendations = getDetailInFlightRecommendations;
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
-    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, createTransferEntryState, projectState, projectListState, } = state;
+    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const transactionDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, detailKey);
     let fetchState = {
@@ -107,7 +106,6 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
-    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     const hasInFlightCategoryClassRecommendations = (0, exports.getDetailInFlightRecommendations)(state, transactionId);
     return {
         reportId: 'transaction_detail',
@@ -126,9 +124,6 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         classList: classList,
         hasInFlightCategoryClassRecommendations,
         isAccountingClassesEnabled,
-        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
-        creditCardTransferAccountsList,
-        transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,
         isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.81-betaML3",
+  "version": "5.0.81-betaRR0",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/esm/view/createTransferEntry/createTransferEntryReducer.js

@@ -1,82 +0,0 @@
-import { createSlice } from '@reduxjs/toolkit';
-import { initialCreateTransferEntryState, } from './createTransferEntryState';
-export const initialState = initialCreateTransferEntryState;
-const createTransferEntrySlice = createSlice({
-    name: 'createTransferEntry',
-    initialState,
-    reducers: {
-        fetchAccountsForTransferFlow(draft, action) {
-            const slice = draft.transferAccountsByType[action.payload.kind];
-            // Idempotent: a duplicate dispatch must not briefly downgrade
-            // 'Completed' back to 'In-Progress' (would clear loaded data from a
-            // consumer's perspective) nor restart the in-flight epic stream.
-            // The hook (`useFetchTransferAccountsForFlow`) is the sole caller and
-            // already dedupes via `store.getState()`; this guard is defense in
-            // depth for any future caller.
-            if (slice.fetchState === 'In-Progress' ||
-                slice.fetchState === 'Completed') {
-                return;
-            }
-            slice.fetchState = 'In-Progress';
-        },
-        updateAccountsForTransferFlow(draft, action) {
-            const slice = draft.transferAccountsByType[action.payload.kind];
-            slice.fetchState = 'Completed';
-            slice.accountIds = action.payload.accountIds;
-        },
-        updateAccountsForTransferFlowFailure(draft, action) {
-            draft.transferAccountsByType[action.payload.kind].fetchState = 'Error';
-        },
-        createTransferEntry: {
-            prepare(payload) {
-                return { payload };
-            },
-            /**
-             * Defense-in-depth: clear any stale `lastTransferEntryReplacement` on a
-             * fresh dispatch so a second `createTransferEntry` never inherits the
-             * previous run's replacement signal (e.g. if the prior `timer(0)` cleanup
-             * never fired). Mirrors the host hook's `consumedReplacementRef` guard
-             * (see `useTransferEntryRouteReplacement` in zeni-web-app-ui).
-             */
-            reducer(draft) {
-                draft.createTransferEntryStatus = 'In-Progress';
-                draft.lastTransferEntryReplacement = undefined;
-            },
-        },
-        createTransferEntrySuccess(draft) {
-            draft.createTransferEntryStatus = 'Completed';
-        },
-        createTransferEntryFailure(draft) {
-            draft.createTransferEntryStatus = 'Error';
-        },
-        resetCreateTransferEntryStatus(draft) {
-            draft.createTransferEntryStatus = 'Not-Started';
-        },
-        createTransferEntryReplacedTransaction: {
-            prepare(previousTransactionId, newTransactionId) {
-                return { payload: { newTransactionId, previousTransactionId } };
-            },
-            reducer(draft, action) {
-                draft.lastTransferEntryReplacement = action.payload;
-            },
-        },
-        /**
-         * One-shot acknowledgement: the host has consumed the route-replacement
-         * signal and navigated to the new transaction url, so we can drop the
-         * record. Re-dispatching is idempotent.
-         */
-        clearTransferEntryRouteReplacement(draft) {
-            draft.lastTransferEntryReplacement = undefined;
-        },
-        /**
-         * Full slice reset. Dispatched from `clearAllEpic` on tenant switch so
-         * stale per-tenant state (account-id pools, status, replacement signal)
-         * doesn't bleed across tenants.
-         */
-        clearCreateTransferEntry(draft) {
-            Object.assign(draft, initialState);
-        },
-    },
-});
-export const { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, createTransferEntry, createTransferEntrySuccess, createTransferEntryFailure, resetCreateTransferEntryStatus, createTransferEntryReplacedTransaction, clearTransferEntryRouteReplacement, clearCreateTransferEntry, } = createTransferEntrySlice.actions;
-export default createTransferEntrySlice.reducer;

package/lib/esm/view/createTransferEntry/createTransferEntrySelector.js

@@ -1,64 +0,0 @@
-import { createSelector } from '@reduxjs/toolkit';
-import { getAccountBase, getAccountBaseForCreditCardTransferAccounts, getAccountBaseForTransferAccounts, } from '../../entity/account/accountSelector';
-import { getAccountList } from '../accountList/accountListSelector';
-export function getCreateTransferEntryStatus(state) {
-    return state.createTransferEntryState.createTransferEntryStatus;
-}
-export function getLastTransferEntryReplacement(state) {
-    return state.createTransferEntryState.lastTransferEntryReplacement;
-}
-/**
- * Shared resolver for the credit/debit dropdowns in the transfer drawer.
- *
- * Resolution policy (intentional):
- * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
- *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
- *    pool).
- * 2. If the dedicated fetch returns an empty list while the COA is loaded,
- *    fall back to the COA: the full account list for `transferEntryEligible`,
- *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
- *    This keeps the dropdown populated for older tenants where the dedicated
- *    endpoints haven't been backfilled yet.
- *
- * Intent — what this selector deliberately does NOT do:
- * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
- *   empty" — all three collapse to the COA fallback. The product preference
- *   is "always show something selectable" over "show a spinner that may never
- *   resolve". Loading/error UI belongs in the view layer; if you need a
- *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
- *   separately rather than changing the resolution policy here.
- * - Does NOT enforce "API result is authoritative even if empty" — a tenant
- *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
- *   transfer destinations) will still see the COA. That trade-off is
- *   accepted because the alternative blocks the user from picking anything;
- *   the backend distinguishes "no result" from "endpoint not implemented" by
- *   surfacing an error response, which the view layer handles separately.
- *
- * Memoized with reselect so consuming view-models don't recompute on every
- * unrelated state change.
- */
-export const getResolvedTransferAccounts = createSelector([
-    (state) => state.accountState,
-    (state) => state.accountListState,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .transferEntryEligible.accountIds,
-    (state) => state.createTransferEntryState.transferAccountsByType
-        .creditCardOnlyEligible.accountIds,
-], (accountState, accountListState, transferEligibleIds, creditCardOnlyIds) => {
-    const accountList = getAccountList(accountState, accountListState, 'accountList');
-    const transferEligibleFromApi = transferEligibleIds
-        .map((id) => getAccountBaseForTransferAccounts(accountState, id))
-        .filter((account) => account != null);
-    const coaFallbackAllAccounts = accountList.accounts
-        .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
-        .filter((account) => account != null);
-    const transferAccountsList = transferEligibleFromApi.length > 0
-        ? transferEligibleFromApi
-        : coaFallbackAllAccounts;
-    const creditCardFromApi = creditCardOnlyIds
-        .map((id) => getAccountBaseForCreditCardTransferAccounts(accountState, id))
-        .filter((account) => account != null);
-    const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
-    const creditCardTransferAccountsList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
-    return { creditCardTransferAccountsList, transferAccountsList };
-});

package/lib/esm/view/createTransferEntry/createTransferEntryState.js

@@ -1,17 +0,0 @@
-/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
-export const TRANSFER_ACCOUNTS_FETCH_TYPE = [
-    'transferEntryEligible',
-    'creditCardOnlyEligible',
-];
-const initialTransferAccountsState = {
-    accountIds: [],
-    fetchState: 'Not-Started',
-};
-export const initialCreateTransferEntryState = {
-    createTransferEntryStatus: 'Not-Started',
-    lastTransferEntryReplacement: undefined,
-    transferAccountsByType: {
-        transferEntryEligible: initialTransferAccountsState,
-        creditCardOnlyEligible: initialTransferAccountsState,
-    },
-};