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

package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -86,6 +86,15 @@ const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI)
             ? (0, transactionsViewReducer_1.markCategoryClassRecommendationsFailureForCategorization)(payload.selectedTab, transactionId, lineIds, status)
             : (0, transactionDetailReducer_1.markCategoryClassRecommendationsFailureForTransactionDetail)(transactionId, lineIds, status));
     }));
-    return (0, rxjs_1.concat)((0, rxjs_1.of)(startAction), httpStream$);
+    // takeUntil kills the in-flight HTTP and suppresses every
+    // downstream success/failure/markCompleted emission once a
+    // cancel action lands for the same transactionId. groupBy +
+    // switchMap already handle re-fetch-on-same-target; takeUntil
+    // covers the user-initiated Cancel (detail footer + list
+    // footer) and the silent backgroundRefetchReviewTab path,
+    // which both wipe local data without dispatching another
+    // fetch on the same target.
+    const cancel$ = actions$.pipe((0, operators_1.filter)(recommendationReducer_1.cancelEntityRecommendationsForLineUpdate.match), (0, operators_1.filter)((a) => a.payload.transactionId.id === transactionId.id));
+    return (0, rxjs_1.concat)((0, rxjs_1.of)(startAction), httpStream$.pipe((0, operators_1.takeUntil)(cancel$)));
 }))));
 exports.fetchEntityRecommendationsForLineUpdateEpic = fetchEntityRecommendationsForLineUpdateEpic;

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

@@ -41,7 +41,9 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
     isTransactionCategorizationFlow: any;
     isFetchCOT: any;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[args: FetchEntityRecommendationsForLineUpdatePayload], FetchEntityRecommendationsForLineUpdatePayload, "recommendation/fetchEntityRecommendationsForLineUpdate", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
+}, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[args: FetchEntityRecommendationsForLineUpdatePayload], FetchEntityRecommendationsForLineUpdatePayload, "recommendation/fetchEntityRecommendationsForLineUpdate", never, never>, cancelEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID], {
+    transactionId: TransactionID;
+}, "recommendation/cancelEntityRecommendationsForLineUpdate", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
     entityName: string;
     entityType: EntityType;
 }, "recommendation/fetchRecommendationByEntityName", never, never>, fetchRecommendationByEntityId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityId: string, entityType: EntityType], {

package/lib/view/recommendation/recommendationReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
+exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.cancelEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const recommendationState_1 = require("./recommendationState");
 exports.initialState = {
@@ -62,6 +62,23 @@ const recommendation = (0, toolkit_1.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;
@@ -140,7 +157,7 @@ const recommendation = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
+_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.cancelEntityRecommendationsForLineUpdate = _a.cancelEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
 exports.default = recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);

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

@@ -0,0 +1,7 @@
+import { ID } from '../../commonStateTypes/common';
+import { Entity } from '../../entity/genericEntity/entity';
+export declare const getLineIdsWhereEntityStillMatches: (args: {
+    lineIds: ID[];
+    payloadEntity: Entity;
+    getCurrentEntityForLine: (lineId: ID) => Entity | undefined;
+}) => ID[];

package/lib/view/recommendation/recommendationStaleResponseHelper.js

@@ -0,0 +1,30 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getLineIdsWhereEntityStillMatches = void 0;
+// 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.
+const getLineIdsWhereEntityStillMatches = (args) => {
+    const { lineIds, payloadEntity, getCurrentEntityForLine } = args;
+    return lineIds.filter((lineId) => entitiesMatch(payloadEntity, getCurrentEntityForLine(lineId)));
+};
+exports.getLineIdsWhereEntityStillMatches = getLineIdsWhereEntityStillMatches;

package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts

@@ -2,7 +2,7 @@ import { ID } from '../../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
-import { CompanyDetailsLocalData, CompanyOfficerLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
+import { CompanyDetailsLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
 export declare const initialState: SetupViewState;
 export declare const enableSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, setupViewType: "bill_pay" | "reimbursement" | "zeni_accounts" | "zeni_treasury" | "charge_cards" | "other_connection" | "billing" | "debit_cards" | "charge_cards__debit_cards"], {
     companyId: string;
@@ -29,32 +29,6 @@ export declare const enableSetup: import("@reduxjs/toolkit").ActionCreatorWithPr
 }, "setupView/sendOtpSuccess">, sendOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/sendOtpFailure">, verifyOtpSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtp">, verifyOtpSuccessSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtpSuccess">, verifyOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/verifyOtpFailure">, saveIndustryAndIncDateInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     incDate: ZeniDate;
     industry: string;
-}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView">, applyKycDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    fileId: ID;
-    officerType: CompanyOfficerType;
-    values: Partial<CompanyOfficerLocalData>;
-}], {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    fileId: ID;
-    officerType: CompanyOfficerType;
-    values: Partial<CompanyOfficerLocalData>;
-}, "setupView/applyKycDocumentAutofillForSetup", never, never>, applyKybDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    fileId: ID;
-    values: Partial<CompanyDetailsLocalData>;
-}], {
-    autoFilledFieldNames: string[];
-    companyId: ID;
-    fileId: ID;
-    values: Partial<CompanyDetailsLocalData>;
-}, "setupView/applyKybDocumentAutofillForSetup", never, never>, clearKycKybAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
-    officerType?: CompanyOfficerType;
-} | undefined], {
-    officerType?: CompanyOfficerType;
-}, "setupView/clearKycKybAutofillForSetup", never, never>;
+}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView">;
 declare const _default: import("redux").Reducer<SetupViewState>;
 export default _default;

package/lib/view/spendManagement/commonSetup/setupViewReducer.js

@@ -1,34 +1,66 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearKycKybAutofillForSetup = exports.applyKybDocumentAutofillForSetup = exports.applyKycDocumentAutofillForSetup = exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
+exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
-const kycKybAutofillActions_1 = require("./kycKybAutofillActions");
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
-const emptyOfficerSlot = {
-    autoFilledFields: [],
-    localData: undefined,
-    sendOtpStatus: initialFetchStatus,
-    otpverificationStatus: initialFetchStatus,
-};
 exports.initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    parsingDocumentFileIds: [],
-    companyDetails: { autoFilledFields: [] },
+    companyDetails: {},
     companyOfficerUpdateStatus: {
-        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_1: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_2: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_3: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_4: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_5: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_6: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_7: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_8: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_9: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_10: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
     },
     primaryContactDetails: {},
 };
@@ -269,92 +301,7 @@ const setupView = (0, toolkit_1.createSlice)({
         clearSetupView(draft) {
             Object.assign(draft, exports.initialState);
         },
-        /**
-         * Merge AI-parsed officer fields into the selected officer's localData and
-         * track which field names were autofilled so the form can show the ✦ badge.
-         */
-        applyKycDocumentAutofillForSetup: {
-            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.localData and track
-         * which field names were autofilled.
-         */
-        applyKybDocumentAutofillForSetup: {
-            reducer(draft, action) {
-                const { values, autoFilledFieldNames, fileId } = action.payload;
-                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
-                draft.companyDetails.autoFilledFields = Array.from(new Set([
-                    ...draft.companyDetails.autoFilledFields,
-                    ...autoFilledFieldNames,
-                ]));
-                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /**
-         * Wipe AI-autofill badges. If `officerType` is provided, clears only that
-         * officer; otherwise clears company details too.
-         */
-        clearKycKybAutofillForSetup: {
-            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(kycKybAutofillActions_1.parseUploadedKycDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
     },
 });
-_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView, exports.applyKycDocumentAutofillForSetup = _a.applyKycDocumentAutofillForSetup, exports.applyKybDocumentAutofillForSetup = _a.applyKybDocumentAutofillForSetup, exports.clearKycKybAutofillForSetup = _a.clearKycKybAutofillForSetup;
+_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView;
 exports.default = setupView.reducer;

package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts

@@ -16,7 +16,7 @@ import { CompanyOfficerType } from '../../companyView/types/companyPassport/comp
 import { CompanyView } from '../../companyView/types/companyView';
 import { AccountTypeSubConfigCodeKeyType } from '../billPay/billPayConfig/billPayConfigState';
 import { PlaidAccountKeyType, PlaidConnectionDetails } from '../plaidAccount/plaidAccountViewState';
-import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewState, SetupViewType } from './setupViewState';
+import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewType } from './setupViewState';
 export interface SetupView {
     accountFetchStatus: FetchStateAndError;
     accountUpdateStatus: FetchStateAndError;
@@ -54,8 +54,6 @@ export interface FundingAccount {
 }
 export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     additionalFiles: File[];
-    /** Field names in this officer's localData populated by AI doc autofill. */
-    autoFilledFields: string[];
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     otpverificationStatus: FetchStateAndError;
     sendOtpStatus: FetchStateAndError;
@@ -64,8 +62,6 @@ export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     addressStatus?: NewAddressData;
 }
 export interface CompanyDetails {
-    /** Field names in companyDetails localData populated by AI doc autofill. */
-    autoFilledFields: string[];
     companyFiles: File[];
     companyId: ID;
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
@@ -100,7 +96,6 @@ export interface CompanyDetails {
 }
 interface CompanyAndOfficerLocalData {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
-    parsingDocumentFileIds: ID[];
     companyDetailsLocalData?: CompanyDetails;
 }
 export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData {
@@ -110,7 +105,7 @@ export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData
 }
 export declare function getCommonSetupViewDetails(state: RootState, companyId: ID, setupViewType: SetupViewType, plaidAccountKeyType: PlaidAccountKeyType): SetupView;
 export declare function getBusinessVerificationDetails(state: RootState, companyId: ID): BusinessVerificationDetails;
-export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails & Pick<SetupViewState, "parsingDocumentFileIds">) => CompanyAndOfficerLocalData;
+export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails) => CompanyAndOfficerLocalData;
 export declare const getAllFundingAccounts: (depositAccounts: DepositAccount[], paymentAccounts: PaymentAccount[], paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>, includeOnlyVerifiedAccounts?: boolean) => FundingAccount[];
 export declare const mapDepositAccToFundingAccount: (depositAcc: DepositAccount) => FundingAccount;
 export declare const mapDepositAccountWithLimitToFundingAccount: (depositAcc: DepositAccountWithLimit) => FundingAccount;

package/lib/view/spendManagement/commonSetup/setupViewSelector.js

@@ -92,17 +92,15 @@ function getBusinessVerificationDetails(state, companyId) {
     const { setupViewState, countryListState } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
     const companyView = (0, getCompanyView_1.getCompanyView)(state, companyId, []);
-    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
+    const { companyDetailsLocalData, companyOfficerLocalData } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
     });
     const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         companyView,
         updateStatus,
         allNationalityCountries,
@@ -126,7 +124,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
-            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -199,7 +196,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
-                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds),
                 additionalFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,
@@ -213,7 +209,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
     };
 };
 exports.getCompanyAndIdentityDetails = getCompanyAndIdentityDetails;

package/lib/view/spendManagement/commonSetup/setupViewState.d.ts

@@ -81,21 +81,9 @@ export interface SetupViewLocalData {
  */
 export interface CompanyAndIdentityDetails {
     companyDetails: {
-        /**
-         * Field names from {@link CompanyDetailsLocalData} that were populated by AI
-         * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.
-         * Always present (empty when no autofill has run yet).
-         */
-        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
-        /**
-         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
-         * from an uploaded KYC identity document. Drives the ✦ sparkle in the form.
-         * Always present (empty when no autofill has run yet).
-         */
-        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
@@ -105,13 +93,6 @@ export interface CompanyAndIdentityDetails {
     };
 }
 export interface SetupViewState extends CompanyAndIdentityDetails {
-    /**
-     * File IDs currently being parsed by the AI autofill epic. Populated when
-     * `parseUploadedKyc/KybDocument` dispatches and cleared when the
-     * corresponding apply / failure action fires. Drives the "AI is reading
-     * your document" overlay on the document upload field.
-     */
-    parsingDocumentFileIds: ID[];
     updateStatus: FetchStateAndError;
 }
 export {};

package/lib/view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic.d.ts

@@ -1,5 +1,6 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { RootState } from '../../../reducer';
+import { cancelEntityRecommendationsForLineUpdate } from '../../recommendation/recommendationReducer';
 import { clearTransactionDetailLocalData, initializeTransactionDetailLocalData, saveTransactionDetailLocalData } from '../transactionDetailReducer';
-export type ActionType = ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof saveTransactionDetailLocalData> | ReturnType<typeof clearTransactionDetailLocalData>;
+export type ActionType = ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof saveTransactionDetailLocalData> | ReturnType<typeof clearTransactionDetailLocalData> | ReturnType<typeof cancelEntityRecommendationsForLineUpdate>;
 export declare const initializeTransactionDetailLocalDataEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic.js

@@ -5,6 +5,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
+const recommendationReducer_1 = require("../../recommendation/recommendationReducer");
 const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDataHelper");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
@@ -17,6 +18,12 @@ const initializeTransactionDetailLocalDataEpic = (actions$, state$) => actions$.
     if (detail != null) {
         const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
         const localData = (0, transactionDetailLocalDataHelper_1.toTransactionDetailLocalData)(detail, vendorId, uncategorizedIncomeExpense);
+        // Cancel any in-flight line-update recommendations fetch for
+        // this transaction BEFORE the clear+restore writes land. The
+        // shared epic's takeUntil observes this action and unsubscribes
+        // the HTTP stream, preventing a stale response from being
+        // applied to the freshly-restored local data.
+        fetchActions.push((0, recommendationReducer_1.cancelEntityRecommendationsForLineUpdate)(transactionId));
         fetchActions.push((0, transactionDetailReducer_1.clearTransactionDetailLocalData)({ transactionId }));
         fetchActions.push((0, transactionDetailReducer_1.saveTransactionDetailLocalData)({
             transactionId,

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -8,6 +8,9 @@ exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFet
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const entity_1 = require("../../entity/genericEntity/entity");
+const customerTransaction_1 = require("../../entity/transaction/stateTypes/customerTransaction");
+const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
+const recommendationStaleResponseHelper_1 = require("../recommendation/recommendationStaleResponseHelper");
 const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
 const transactionDetailState_1 = require("./transactionDetailState");
 exports.initialState = {
@@ -258,6 +261,17 @@ const transactionDetail = (0, toolkit_1.createSlice)({
             // captures the snapshot before the epic's start arm runs and would
             // otherwise clobber In-Progress back to undefined). Treat the field as
             // sticky: only let the caller override it when they explicitly set it.
+            //
+            // Note on Cancel: the explicit user-Cancel path NO LONGER relies on
+            // this stickiness to release In-Progress lines. Cancel dispatches
+            // `cancelEntityRecommendationsForLineUpdate` ahead of the
+            // clear+save pair (see initializeTransactionDetailLocalDataEpic);
+            // the shared line-update epic's `takeUntil` catches that action
+            // and unsubscribes the HTTP stream, so no markCompleted /
+            // setEntityRecommendation arm fires for the cancelled fetch.
+            // Stickiness still matters for the BENIGN snapshot-rebuild paths
+            // described above where a fetch is legitimately in flight and
+            // must keep its skeleton until the success/failure arm lands.
             const mergedLineItemById = {};
             Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
                 mergedLineItemById[lineId] = {
@@ -393,10 +407,37 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
                 const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
                 if (detail != null) {
-                    const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
+                    // Stale-response guard. If the user has changed their selection
+                    // (or Cancel restored an earlier vendor) between the fetch
+                    // starting and the response landing, the payload entity will
+                    // no longer match what's currently selected on the line(s).
+                    // Apply recommendations only to the still-matching subset of
+                    // lines. Lines that fail the guard still flip to Completed
+                    // below so their inline skeletons resolve. This complements
+                    // the epic-level `takeUntil`: even if a response slips
+                    // through, it can't write recommendations onto unrelated
+                    // selections.
+                    //
+                    // Detail flow: vendor + customer use page-level
+                    // `selectedEntity`; JE / deposit use per-line `lineEntity`.
+                    // Match the same dichotomy used by
+                    // `setEntityRecommendationForLineIdInLocalData`'s
+                    // `checkIfNotJEAndDeposit` test below.
+                    const usesPageLevelEntity = (0, vendorTransaction_1.isVendorTransaction)(transaction) === true ||
+                        (0, customerTransaction_1.isCustomerTransaction)(transaction) === true;
+                    const matchedLineIds = (0, recommendationStaleResponseHelper_1.getLineIdsWhereEntityStillMatches)({
+                        lineIds,
+                        payloadEntity: action.payload.entity,
+                        getCurrentEntityForLine: (lineId) => usesPageLevelEntity
+                            ? detail.transactionDetailLocalData.selectedEntity
+                            : detail.transactionDetailLocalData.lineItemById[lineId]
+                                ?.lineEntity,
+                    });
+                    const newLocalData = (0, transactionDetailLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(transaction, detail.transactionDetailLocalData, action.payload.entity, matchedLineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
                     // Release the per-line fetch flag for every line this fetch
-                    // covered so the inline skeleton resolves and the page-level
-                    // Save button can re-enable.
+                    // covered (matched AND unmatched) so the inline skeleton
+                    // resolves and the page-level Save button can re-enable.
+                    // Unmatched lines are released without recommendation writes.
                     lineIds.forEach((lineId) => {
                         const lineItem = newLocalData.lineItemById[lineId];
                         if (lineItem != null) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.95-beta1ND",
+  "version": "5.0.95-betaML1",
   "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/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts

@@ -1,21 +0,0 @@
-import { ActionsObservable, StateObservable } from 'redux-observable';
-import { RootState } from '../../../reducer';
-import { ZeniAPI } from '../../../zeniAPI';
-import { initEmailConnectOAuth, initEmailConnectOAuthFailure, initEmailConnectOAuthSuccess } from '../tenantReducer';
-export type ActionType = ReturnType<typeof initEmailConnectOAuth> | ReturnType<typeof initEmailConnectOAuthSuccess> | ReturnType<typeof initEmailConnectOAuthFailure>;
-export type NavigateFn = (url: string) => void;
-export declare const initEmailConnectOAuthEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI, navigate?: NavigateFn) => import("rxjs").Observable<{
-    payload: {
-        tenantId: string;
-        provider: "gmail" | "outlook";
-        authorizationUrl: string;
-    };
-    type: "tenant/initEmailConnectOAuthSuccess";
-} | {
-    payload: {
-        tenantId: string;
-        provider: "gmail" | "outlook";
-        status: import("../../../responsePayload").ZeniAPIStatus<Record<string, unknown>>;
-    };
-    type: "tenant/initEmailConnectOAuthFailure";
-}>;