@zeniai/client-epic-state 5.0.95-beta1ND → 5.0.95-betaML1

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic.js

@@ -3,6 +3,7 @@ import { filter, mergeMap } from 'rxjs/operators';
 import { getTransactionWithCOT } from '../../../../entity/transaction/transactionHelper';
 import { getSupportedTransactionsByIds } from '../../../../entity/transaction/transactionSelector';
 import { getUncategorizedAccounts } from '../../../accountList/accountListSelector';
+import { cancelEntityRecommendationsForLineUpdate } from '../../../recommendation/recommendationReducer';
 import { mergeTabSpecificLineItems, toTransactionDetailLocalData, } from '../../helpers/transactionCategorizationLocalDataHelper';
 import { initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, } from '../../reducers/transactionsViewReducer';
 import { initialSupportedTransactionCategorization, } from '../../types/transactionsViewState';
@@ -51,6 +52,20 @@ export const initializeTransactionCategorizationViewLocalDataEpic = (actions$, s
             };
         }
     });
+    // Cancel any in-flight line-update recommendations fetch for the
+    // transactions whose local data is about to be wiped. Only runs
+    // for the destructive `keepExistingListItems === false` branch
+    // (list-page Cancel footer, modal confirm-reset, and the silent
+    // `backgroundRefetchReviewTab` path); the merge branch keeps
+    // existing per-line state intact and races no fetches.
+    if (keepExistingListItems === false) {
+        transactions.forEach((transaction) => {
+            fetchActions.push(cancelEntityRecommendationsForLineUpdate({
+                id: transaction.id,
+                type: transaction.type,
+            }));
+        });
+    }
     fetchActions.push(saveTransactionCategorizationLocalData({
         selectedTab,
         transactionIds,

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

@@ -3,6 +3,7 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
+import { getLineIdsWhereEntityStillMatches } from '../../recommendation/recommendationStaleResponseHelper';
 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';
@@ -516,11 +517,66 @@ const expenseAutomationTransactionsView = createSlice({
                 const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    // Stale-response guard. Filter `lineIds` down to lines whose
+                    // currently selected entity still matches the payload
+                    // entity, so a response that lands after the user (or the
+                    // silent backgroundRefetchReviewTab path) wiped local data
+                    // can't overwrite the restored state. Lines that fail the
+                    // guard are still released to Completed below so their
+                    // inline skeletons resolve. Complements the epic-level
+                    // `takeUntil`.
+                    //
+                    // List flow: ONLY vendor uses page-level `selectedEntity`;
+                    // customer + JE + deposit all use per-line
+                    // `selectedEntityLine`. This differs from the detail flow
+                    // (where customer is page-level too) and matches the
+                    // dichotomy in `setEntityRecommendationForLineIdInLocalData`.
+                    const usesPageLevelEntity = isVendorTransaction(transaction);
+                    const matchedLineIds = getLineIdsWhereEntityStillMatches({
+                        lineIds,
+                        payloadEntity: entity,
+                        getCurrentEntityForLine: (lineId) => usesPageLevelEntity
+                            ? transactionLocalData.transactionReviewLocalData.selectedEntity
+                            : transactionLocalData.transactionReviewLocalData.lineItemById[lineId]?.selectedEntityLine,
+                    });
+                    // When every line failed the guard, skip the helper entirely.
+                    // The list-flow helper's `else` branch writes
+                    // recommendations + account/class onto vendor-txn lines even
+                    // when they're not in `recommendationLineIds` (so callers
+                    // can fold full-transaction recs into untouched lines), and
+                    // we don't want any of those writes when the whole response
+                    // is stale. We still flip the per-line fetch flag so
+                    // skeletons resolve.
+                    if (matchedLineIds.length === 0) {
+                        const existingLocalData = transactionLocalData.transactionReviewLocalData;
+                        const releasedLineItems = { ...existingLocalData.lineItemById };
+                        lineIds.forEach((lineId) => {
+                            const lineItem = releasedLineItems[lineId];
+                            if (lineItem != null) {
+                                releasedLineItems[lineId] = {
+                                    ...lineItem,
+                                    categoryClassRecommendationsFetchState: {
+                                        fetchState: 'Completed',
+                                        error: undefined,
+                                    },
+                                };
+                            }
+                        });
+                        draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
+                            transactionId: transaction.id,
+                            transactionReviewLocalData: {
+                                ...existingLocalData,
+                                lineItemById: releasedLineItems,
+                            },
+                        };
+                        return;
+                    }
+                    const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, matchedLineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
                     // Release the per-line fetch flag for every line this fetch
-                    // covered. Done in-place on the freshly returned local data
-                    // (the helper produces a new mutable object), before we write
-                    // it back to the draft.
+                    // covered (matched AND unmatched) so the inline skeleton
+                    // resolves on stale lines too. Done in-place on the freshly
+                    // returned local data (the helper produces a new mutable
+                    // object), before we write it back to the draft.
                     lineIds.forEach((lineId) => {
                         const lineItem = newLocalData.lineItemById[lineId];
                         if (lineItem != null) {
@@ -537,7 +593,9 @@ const expenseAutomationTransactionsView = createSlice({
                         transactionId: transaction.id,
                         transactionReviewLocalData: newLocalData,
                     };
-                    // Mark transaction as dirty (autofill happened)
+                    // Mark transaction as dirty (autofill happened). We only
+                    // reach this point with at least one matched line, so
+                    // recommendations were applied.
                     if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
                         draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData = [
                             ...draft.transactionCategorizationView[selectedTab]

package/lib/esm/view/fileView/epic/deleteFileEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { removeFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { deleteFile, deleteFileFailure, deleteFileSuccess, } from '../fileViewReducer';
-export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match), mergeMap((action) => {
+export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match), switchMap((action) => {
     /**
      * tenantId is required for deleting onboarding files.
      */

package/lib/esm/view/fileView/epic/deleteFileListEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { removeFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { deleteFileList, deleteFileListFailure, deleteFileListSuccess, } from '../fileViewReducer';
-export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match), mergeMap((action) => {
+export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match), switchMap((action) => {
     const { fileIds } = action.payload;
     return zeniAPI
         .deleteAndGetJSON(`${zeniAPI.apiEndPoints.fileMicroServiceBaseUrl}/1.0/files?query=${encodeURIComponent(JSON.stringify({ file_ids: fileIds }))}`)

package/lib/esm/view/fileView/epic/updateFileNameEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { updateFileName, updateFileNameFailure, updateFileNameSuccess, } from '../fileViewReducer';
-export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), mergeMap((action) => {
+export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), switchMap((action) => {
     /**
      * tenantId is required for updating onboarding file names.
      */

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js

@@ -1,7 +1,5 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
-import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
-import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -11,31 +9,61 @@ export const initialState = {
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
     currentStep: 'link_payment_account',
-    parsingDocumentFileIds: [],
     companyDetails: {
-        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: (() => {
-        const emptyOfficerSlot = {
-            autoFilledFields: [],
+    companyOfficerUpdateStatus: {
+        Officer_1: {
             localData: undefined,
             sendOtpStatus: initialStatus,
             otpverificationStatus: initialStatus,
-        };
-        return {
-            Officer_1: { ...emptyOfficerSlot },
-            Officer_2: { ...emptyOfficerSlot },
-            Officer_3: { ...emptyOfficerSlot },
-            Officer_4: { ...emptyOfficerSlot },
-            Officer_5: { ...emptyOfficerSlot },
-            Officer_6: { ...emptyOfficerSlot },
-            Officer_7: { ...emptyOfficerSlot },
-            Officer_8: { ...emptyOfficerSlot },
-            Officer_9: { ...emptyOfficerSlot },
-            Officer_10: { ...emptyOfficerSlot },
-        };
-    })(),
+        },
+        Officer_2: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_3: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_4: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_5: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_6: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_7: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_8: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_9: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+        Officer_10: {
+            localData: undefined,
+            sendOtpStatus: initialStatus,
+            otpverificationStatus: initialStatus,
+        },
+    },
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -63,7 +91,6 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
-    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -153,126 +180,6 @@ const onboardingCustomerView = createSlice({
                 };
             },
         },
-        acknowledgeOnboardingAiFinanceTeam: {
-            reducer(draft) {
-                draft.aiFinanceTeamAcknowledgementStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(companyId) {
-                return {
-                    payload: { companyId },
-                };
-            },
-        },
-        acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
-            draft.aiFinanceTeamAcknowledgementStatus = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        acknowledgeOnboardingAiFinanceTeamFailure: {
-            reducer(draft, action) {
-                draft.aiFinanceTeamAcknowledgementStatus = {
-                    fetchState: 'Error',
-                    error: action.payload,
-                };
-            },
-            prepare(error) {
-                return {
-                    payload: error,
-                };
-            },
-        },
-        acknowledgeOnboardingAiActivationViewed: {
-            reducer(draft) {
-                draft.aiActivationViewedAcknowledgementStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(companyId) {
-                return {
-                    payload: { companyId },
-                };
-            },
-        },
-        acknowledgeOnboardingAiActivationViewedSuccess(draft) {
-            draft.aiActivationViewedAcknowledgementStatus = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        acknowledgeOnboardingAiActivationViewedFailure: {
-            reducer(draft, action) {
-                draft.aiActivationViewedAcknowledgementStatus = {
-                    fetchState: 'Error',
-                    error: action.payload,
-                };
-            },
-            prepare(error) {
-                return {
-                    payload: error,
-                };
-            },
-        },
-        fetchAiAgentsActivationStatus(draft) {
-            draft.aiAgentsActivation.fetchStatus = {
-                fetchState: 'In-Progress',
-                error: undefined,
-            };
-        },
-        fetchAiAgentsActivationStatusSuccess: {
-            reducer(draft, action) {
-                draft.aiAgentsActivation.fetchStatus = {
-                    fetchState: 'Completed',
-                    error: undefined,
-                };
-                draft.aiAgentsActivation.phases = action.payload.phases;
-                draft.aiAgentsActivation.counts = action.payload.counts;
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        fetchAiAgentsActivationStatusFailure: {
-            reducer(draft, action) {
-                draft.aiAgentsActivation.fetchStatus = {
-                    fetchState: 'Error',
-                    error: action.payload,
-                };
-            },
-            prepare(error) {
-                return { payload: error };
-            },
-        },
-        aiAgentsActivationCountsUpdated: {
-            reducer(draft, action) {
-                draft.aiAgentsActivation.counts = {
-                    ...draft.aiAgentsActivation.counts,
-                    ...action.payload,
-                };
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        aiAgentsActivationPhaseChanged: {
-            reducer(draft, action) {
-                const target = draft.aiAgentsActivation.phases;
-                const index = target.findIndex((phase) => phase.key === action.payload.key);
-                if (index === -1) {
-                    target.push(action.payload);
-                }
-                else {
-                    target[index] = { ...target[index], ...action.payload };
-                }
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -685,81 +592,7 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
-        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
-        applyKycDocumentAutofillForOnboarding: {
-            reducer(draft, action) {
-                const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
-                const slot = draft.companyOfficerUpdateStatus[officerType];
-                slot.localData = Object.assign({}, slot.localData, values);
-                slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
-                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /** Merge AI-parsed company fields into companyDetails onboarding localData. */
-        applyKybDocumentAutofillForOnboarding: {
-            reducer(draft, action) {
-                const { values, autoFilledFieldNames, fileId } = action.payload;
-                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
-                const prev = draft.companyDetails.autoFilledFields ?? [];
-                draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
-                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /** Wipe AI-autofill badges during onboarding. */
-        clearKycKybAutofillForOnboarding: {
-            reducer(draft, action) {
-                const { officerType } = action.payload;
-                if (officerType != null) {
-                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
-                }
-                else {
-                    draft.companyDetails.autoFilledFields = [];
-                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
-                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
-                    });
-                }
-            },
-            prepare(payload = {}) {
-                return { payload };
-            },
-        },
-    },
-    extraReducers: (builder) => {
-        const addParsingFileId = (draft, fileId) => {
-            if (!draft.parsingDocumentFileIds.includes(fileId)) {
-                draft.parsingDocumentFileIds.push(fileId);
-            }
-        };
-        const removeParsingFileId = (draft, fileId) => {
-            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-        };
-        builder.addCase(parseUploadedKycDocument, (draft, action) => {
-            if (action.payload.target === 'onboarding') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKybDocument, (draft, action) => {
-            if (action.payload.target === 'onboarding') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'onboarding') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'onboarding') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -11,7 +11,7 @@ import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup
 import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, toOnboardingStepType, } from './onboardingCustomerViewState';
 export function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -54,7 +54,6 @@ export function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -120,7 +119,6 @@ export function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -325,7 +323,3 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
-const fromActivationView = (state) => state.onboardingCustomerViewState.aiAgentsActivation;
-export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
-export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
-export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js

@@ -26,15 +26,3 @@ export const ALL_ONBOARDING_STEPS = [
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
-export const emptyAiAgentsActivationCounts = {
-    customerCount: 0,
-    glAccountCount: 0,
-    targetTransactionCount: 0,
-    transactionCount: 0,
-    vendorCount: 0,
-};
-export const emptyAiAgentsActivationSubview = {
-    counts: emptyAiAgentsActivationCounts,
-    fetchStatus: { fetchState: 'Not-Started', error: undefined },
-    phases: [],
-};

package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -1,5 +1,5 @@
 import { concat, of, timer } from 'rxjs';
-import { catchError, debounce, filter, groupBy, mergeMap, switchMap, } from 'rxjs/operators';
+import { catchError, debounce, filter, groupBy, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
 import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
 import { getTransactionWithCOT, getTransactionWithCOTFromRecommendations, } from '../../entity/transaction/transactionHelper';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
@@ -7,7 +7,7 @@ import { getUncategorizedAccounts } from '../accountList/accountListSelector';
 import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization, } from '../expenseAutomationView/reducers/transactionsViewReducer';
 import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, } from '../transactionDetail/transactionDetailReducer';
 import { buildRecommendationUrl, getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, } from './recommendationHelper';
-import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
+import { cancelEntityRecommendationsForLineUpdate, fetchEntityRecommendationsForLineUpdate, } from './recommendationReducer';
 // Close the per-target groupBy bucket after this much idle time so inactive
 // groups don't accumulate forever (each group holds a Subject + a chain of
 // active subscribers; without a duration selector groupBy retains them for
@@ -83,5 +83,14 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
             ? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, status)
             : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status));
     }));
-    return concat(of(startAction), httpStream$);
+    // takeUntil kills the in-flight HTTP and suppresses every
+    // downstream success/failure/markCompleted emission once a
+    // cancel action lands for the same transactionId. groupBy +
+    // switchMap already handle re-fetch-on-same-target; takeUntil
+    // covers the user-initiated Cancel (detail footer + list
+    // footer) and the silent backgroundRefetchReviewTab path,
+    // which both wipe local data without dispatching another
+    // fetch on the same target.
+    const cancel$ = actions$.pipe(filter(cancelEntityRecommendationsForLineUpdate.match), filter((a) => a.payload.transactionId.id === transactionId.id));
+    return concat(of(startAction), httpStream$.pipe(takeUntil(cancel$)));
 }))));

package/lib/esm/view/recommendation/recommendationReducer.js

@@ -58,6 +58,23 @@ const recommendation = createSlice({
                 return { payload: args };
             },
         },
+        // No-op reducer; the action exists purely so the line-update epic
+        // can observe it via `takeUntil` and kill an in-flight HTTP request
+        // when the user (or a background refresh) wipes local data before
+        // the response lands. Without this, a stale response races the reset
+        // and overwrites the user's intent. Cancel is keyed by
+        // `transactionId` only: per-page Cancel buttons cancel everything
+        // under that transaction (including JE sibling line sets), which
+        // matches the UI semantics on both detail and categorization pages.
+        cancelEntityRecommendationsForLineUpdate: {
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            reducer(_draft, _action) {
+                // intentionally empty
+            },
+            prepare(transactionId) {
+                return { payload: { transactionId } };
+            },
+        },
         fetchRecommendationByEntityName: {
             reducer(draft, action) {
                 const { entityName, entityType } = action.payload;
@@ -136,7 +153,7 @@ const recommendation = createSlice({
         },
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, cancelEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);

package/lib/esm/view/recommendation/recommendationStaleResponseHelper.js

@@ -0,0 +1,26 @@
+// Two entities refer to the same real-world thing iff they share both
+// type and id. We deliberately compare on these fields only — qboId /
+// zeniId can lag during entity-create flows where the persisted id
+// hasn't been roundtripped yet, while `id` is the local-source-of-truth
+// the line carries.
+const entitiesMatch = (a, b) => a != null && b != null && a.type === b.type && a.id === b.id;
+// Filters `lineIds` down to those whose currently selected entity (as
+// reported by the caller) still matches the payload entity at the
+// moment the success reducer fires. Used by the two
+// `setEntityRecommendationForLineIds…` reducers as a defensive guard
+// against stale responses landing after the user (or a background
+// refresh) has changed or wiped their selection.
+//
+// Each flow decides separately where the "current entity" lives,
+// because the rules diverge:
+//   - Detail flow: vendor + customer transactions read from page-level
+//     `selectedEntity`; JE / deposit reads per-line `lineEntity`.
+//   - List flow: ONLY vendor reads from page-level `selectedEntity`;
+//     customer, JE, deposit all read per-line `selectedEntityLine`.
+// Pushing the lookup into the caller keeps this helper a pure
+// comparator and avoids the helper having to know which flow / page-
+// level rule applies.
+export const getLineIdsWhereEntityStillMatches = (args) => {
+    const { lineIds, payloadEntity, getCurrentEntityForLine } = args;
+    return lineIds.filter((lineId) => entitiesMatch(payloadEntity, getCurrentEntityForLine(lineId)));
+};