@zeniai/client-epic-state 5.1.0-betaSS3 → 5.1.0

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -145,42 +145,49 @@ function toJEScheduleAISummaries(payload) {
         result.debitAccount = {
             confidence: payload.debit_account.confidence,
             reasoning: payload.debit_account.reasoning,
+            cot: Array.isArray(payload.debit_account.cot) ? payload.debit_account.cot : undefined,
         };
     }
     if (payload.credit_account != null) {
         result.creditAccount = {
             confidence: payload.credit_account.confidence,
             reasoning: payload.credit_account.reasoning,
+            cot: Array.isArray(payload.credit_account.cot) ? payload.credit_account.cot : undefined,
         };
     }
     if (payload.debit_accounting_class != null) {
         result.debitClass = {
             confidence: payload.debit_accounting_class.confidence,
             reasoning: payload.debit_accounting_class.reasoning,
+            cot: Array.isArray(payload.debit_accounting_class.cot) ? payload.debit_accounting_class.cot : undefined,
         };
     }
     if (payload.credit_accounting_class != null) {
         result.creditClass = {
             confidence: payload.credit_accounting_class.confidence,
             reasoning: payload.credit_accounting_class.reasoning,
+            cot: Array.isArray(payload.credit_accounting_class.cot) ? payload.credit_accounting_class.cot : undefined,
         };
     }
     if (payload.period != null) {
         result.period = {
             confidence: payload.period.confidence,
             reasoning: payload.period.reasoning,
+            cot: Array.isArray(payload.period.cot) ? payload.period.cot : undefined,
         };
     }
     if (payload.posting_date != null) {
         result.postingDate = {
             confidence: payload.posting_date.confidence,
             reasoning: payload.posting_date.reasoning,
+            cot: Array.isArray(payload.posting_date.cot) ? payload.posting_date.cot : undefined,
         };
     }
     if (payload.schedule_type != null) {
         result.scheduleType = {
             confidence: payload.schedule_type.confidence,
             reasoning: payload.schedule_type.reasoning,
+            cot: Array.isArray(payload.schedule_type.cot) ? payload.schedule_type.cot : undefined,
         };
     }
     return Object.keys(result).length > 0 ? result : undefined;

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -32,6 +32,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'reimbursement_approval_update',
     'reimbursement_duplicate_approval_update',
     'reimbursement_approval_delete',
+    'reimbursement_approval_reorder',
     'reimbursement_create_mileage',
     'reimbursement_update_mileage',
     'reimbursement_accept_term',
@@ -45,6 +46,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'bill_pay_approval_update',
     'bill_pay_duplicate_approval_update',
     'bill_pay_approval_delete',
+    'bill_pay_approval_reorder',
     'bill_pay_updated',
     'bill_pay_deleted',
     'bill_pay_cancelled_deleted',
@@ -95,6 +97,9 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'charge_card_receipt_upload',
     'charge_card_resend_invite',
     'charge_card_revoke_invite',
+    'card_policy_created',
+    'card_policy_updated',
+    'card_policy_deleted',
     'charge_card_update_limit',
     'charge_cards_update_limit',
     'close_charge_card',
@@ -179,6 +184,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'treasury_update_portfolio_allocation',
     'send_email_magic_link_to_user',
     'complete_profile_done',
+    'create_transfer_entry',
     'reports_resync',
     'invalid_phone_number',
     'transactions_categorized_updated_failed',
@@ -204,6 +210,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'transactionCategorized_transactionUpdated_transactionsFailed',
     'transactionCategorized_transactionUpdated_transactionFailed',
     'accounting_classes_enabled_update',
+    'capitalization_threshold_update',
     'account_excluded_from_reconciliation',
     'account_included_in_reconciliation',
     'ai_accountant_trigger_job',

package/lib/esm/entity/task/taskPayload.js

@@ -41,6 +41,8 @@ export const mapTaskPayloadToTask = (payload) => ({
     dueDate: payload.due_date != null ? date(payload.due_date) : undefined,
     updateTime: payload.update_time != null ? date(payload.update_time) : undefined,
     companyId: payload.company_id,
+    companyName: payload.company_name,
+    parentTaskId: payload.parent_task_id ?? undefined,
     recurringSourceTaskId: payload.recurring_source_task_id != null
         ? payload.recurring_source_task_id
         : undefined,

package/lib/esm/entity/tenant/clearAllEpic.js

@@ -40,6 +40,7 @@ import { clearCompanyHealthMetricView } from '../../view/companyHealthMetricView
 import { clearCompanyMonthEndReportView } from '../../view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import { clearCompanyTaskManagerView } from '../../view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { clearCompanyView } from '../../view/companyView/companyViewReducer';
+import { clearCreateTransferEntry } from '../../view/createTransferEntry/createTransferEntryReducer';
 import { clearCreditAgentView } from '../../view/creditAgentView/creditAgentViewReducer';
 import { clearDashboard } from '../../view/dashboard/dashboardReducer';
 import { clearDashboardLayout } from '../../view/dashboardLayout/dashboardLayoutReducer';
@@ -84,6 +85,8 @@ import { clearScheduleDetailView } from '../../view/scheduleView/scheduleDetailV
 import { clearScheduleList } from '../../view/scheduleView/scheduleListView/scheduleListReducer';
 import { clearSettingsView } from '../../view/settingsView/settingsViewReducer';
 import { clearAutoTransferRules } from '../../view/spendManagement/autotransferRules/autoTransferRulesReducer';
+import { clearAutoSweepFlow } from '../../view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import { clearCashManagementOverview } from '../../view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import { clearBillDetailView } from '../../view/spendManagement/billPay/billDetailView/billDetailViewReducer';
 import { clearBillList } from '../../view/spendManagement/billPay/billList/billListReducer';
 import { clearBillPayConfig } from '../../view/spendManagement/billPay/billPayConfig/billPayConfigReducer';
@@ -96,6 +99,9 @@ import { clearInternationalWire } from '../../view/spendManagement/billPay/inter
 import { clearInternationalVerificationView } from '../../view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
 import { clearPreviousBills } from '../../view/spendManagement/billPay/previousBills/previousBillsReducer';
 import { clearWiseRedirectStatus } from '../../view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
+import { clearCardPolicyDetail } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import { clearCardPolicyList } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import { clearCreateCardPolicy } from '../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import { clearCardUserOnboarding } from '../../view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import { clearCashbackDetail } from '../../view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import { clearChargeCardConfig } from '../../view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -167,6 +173,7 @@ import { clearAllBillTransactions } from '../billPay/billTransaction/billTransac
 import { clearContacts } from '../billPay/contact/contactReducer';
 import { clearAllRecurringBills } from '../billPay/recurringBills/recurringBillsReducer';
 import { clearAllCardPayments } from '../cardPayment/cardPaymentReducer';
+import { clearCardPolicy } from '../cardPolicy/cardPolicyReducer';
 import { clearAllChargeCards } from '../chargeCard/chargeCardReducer';
 import { clearAllChargeCardRepayments } from '../chargeCardRepayment/chargeCardRepaymentReducer';
 import { clearAllChargeCardTransactions } from '../chargeCardTransaction/chargeCardTransactionReducer';
@@ -230,6 +237,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearArAging(),
         clearArAgingDetail(),
         clearAuthenticationView(),
+        clearAutoSweepFlow(),
         clearAutoTransferRules(),
         clearBalanceSheet(),
         clearBankAccountView(),
@@ -243,11 +251,14 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearBillPaySetupView(),
         clearCardBalance(),
         clearCardPaymentView(),
+        clearCardPolicyDetail(),
+        clearCardPolicyList(),
         clearCardUserOnboarding(),
         clearCashbackDetail(),
         clearCashBalance(),
         clearCashFlow(),
         clearCashInCashOut(),
+        clearCashManagementOverview(),
         clearCashPosition(),
         clearChargeCardConfig(),
         clearChargeCardDetail(),
@@ -262,6 +273,8 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearCompanyMonthEndReportView(),
         clearCompanyTaskManagerView(),
         clearCompanyView(),
+        clearCreateCardPolicy(),
+        clearCreateTransferEntry(),
         clearAllCreditAgent(),
         clearCreditAgentView(),
         clearDashboard(),
@@ -422,6 +435,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearAllVendorExpenseTrends(),
         clearAllVendors(),
         clearCannedResponses(),
+        clearCardPolicy(),
         clearClassList(),
         clearContacts(),
         clearCountryList(),

package/lib/esm/entity/tenant/tenantReducer.js

@@ -78,9 +78,20 @@ const tenant = createSlice({
                         (newTenant != null && action.payload.tenantUpdated)) {
                         // Note: If tenant data already exists, save it if the new data is the latest one.
                         // we dont want to overwrite the user related data since that has not come in the output
-                        draft.tenantsById[tenantPayload.tenant_id] = {
+                        const merged = applyTreasuryPromoUserFieldsFromPayload(tenantInStore, {
                             ...newTenant,
                             rewardsLastViewedTime: tenantInStore?.rewardsLastViewedTime,
+                        }, action.payload.userTenantPayload ?? {
+                            rewards_feature_last_viewed_time: null,
+                        });
+                        draft.tenantsById[tenantPayload.tenant_id] = {
+                            ...merged,
+                            capitalizableAccountOverrides: merged.capitalizableAccountOverrides ??
+                                tenantInStore?.capitalizableAccountOverrides ??
+                                null,
+                            capitalizationOnboardingDismissedAccounts: merged.capitalizationOnboardingDismissedAccounts ??
+                                tenantInStore?.capitalizationOnboardingDismissedAccounts ??
+                                null,
                         };
                     }
                 });
@@ -108,12 +119,16 @@ const tenant = createSlice({
             draft.fetchState = 'Completed';
             draft.error = undefined;
             const [tenantsbyId, tenantIds, firstUser] = mapTenantsPayloadToState(tenants, user);
-            // Preserve existing isTreasuryVideoViewed values
             tenantIds.forEach((tenantId) => {
                 const existingTenant = draft.tenantsById[tenantId];
+                tenantsbyId[tenantId] = applyTreasuryPromoUserFieldsFromPayload(existingTenant, tenantsbyId[tenantId], user);
                 if (existingTenant != null) {
-                    tenantsbyId[tenantId].isTreasuryVideoViewed =
-                        existingTenant.isTreasuryVideoViewed;
+                    tenantsbyId[tenantId].capitalizableAccountOverrides =
+                        tenantsbyId[tenantId].capitalizableAccountOverrides ??
+                            existingTenant.capitalizableAccountOverrides;
+                    tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts =
+                        tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts ??
+                            existingTenant.capitalizationOnboardingDismissedAccounts;
                 }
             });
             draft.tenantsById = tenantsbyId;
@@ -132,6 +147,17 @@ const tenant = createSlice({
             draft.activeTenantFetchState.fetchState = 'Completed';
             draft.activeTenantFetchState.error = undefined;
             const [tenantsbyId, tenantIds, firstUser] = mapTenantsPayloadToState(tenants, user);
+            tenantIds.forEach((tenantId) => {
+                const existingTenant = draft.tenantsById[tenantId];
+                if (existingTenant != null) {
+                    tenantsbyId[tenantId].capitalizableAccountOverrides =
+                        tenantsbyId[tenantId].capitalizableAccountOverrides ??
+                            existingTenant.capitalizableAccountOverrides;
+                    tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts =
+                        tenantsbyId[tenantId].capitalizationOnboardingDismissedAccounts ??
+                            existingTenant.capitalizationOnboardingDismissedAccounts;
+                }
+            });
             draft.tenantsById = { ...draft.tenantsById, ...tenantsbyId };
             draft.tenantIds = [...new Set([...draft.tenantIds, ...tenantIds])];
             draft.loggedInUser = assignWith(draft.loggedInUser ?? {}, firstUser, (objValue, srcValue) => srcValue ?? objValue);
@@ -142,6 +168,40 @@ const tenant = createSlice({
                 draft.tenantsById[tenantId].isAccountingClassesEnabled = enabled;
             }
         },
+        // Optimistic per-key merge: assumes the backend PATCH merges
+        // capitalizable_account_overrides by key rather than replacing the whole field.
+        updateTenantCapitalizationAccountOverride(draft, action) {
+            const { tenantId, accountId, threshold, allOverrides } = action.payload;
+            if (draft.tenantsById[tenantId] != null) {
+                if (allOverrides !== undefined) {
+                    draft.tenantsById[tenantId].capitalizableAccountOverrides =
+                        allOverrides != null && Object.keys(allOverrides).length > 0
+                            ? allOverrides
+                            : null;
+                }
+                else {
+                    const currentOverrides = draft.tenantsById[tenantId].capitalizableAccountOverrides ?? {};
+                    if (threshold === null) {
+                        delete currentOverrides[accountId];
+                    }
+                    else {
+                        currentOverrides[accountId] = threshold;
+                    }
+                    draft.tenantsById[tenantId].capitalizableAccountOverrides =
+                        Object.keys(currentOverrides).length > 0
+                            ? currentOverrides
+                            : null;
+                }
+            }
+        },
+        updateTenantCapitalizationOnboardingDismissed(draft, action) {
+            const { tenantId, accountId } = action.payload;
+            if (draft.tenantsById[tenantId] != null) {
+                const existing = draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts ?? {};
+                existing[accountId] = true;
+                draft.tenantsById[tenantId].capitalizationOnboardingDismissedAccounts = existing;
+            }
+        },
         updateTenantMasterTOSInfo(draft, action) {
             const { tenant_id, user_role_id, master_tos_info } = action.payload;
             if (draft.tenantsById[tenant_id] != null &&
@@ -723,7 +783,18 @@ const tenant = createSlice({
         },
         updateTreasuryVideoViewedForLoggedInUser(draft) {
             if (draft.currentTenantId != null) {
-                draft.tenantsById[draft.currentTenantId].isTreasuryVideoViewed = true;
+                draft.tenantsById[draft.currentTenantId].isTreasuryPromoVideoPlayed =
+                    true;
+            }
+        },
+        updateTreasuryPromoRemindMeLaterClickedForLoggedInUser(draft) {
+            if (draft.currentTenantId != null) {
+                draft.tenantsById[draft.currentTenantId].isTreasuryPromoVideoRemindMeLaterClicked = true;
+            }
+        },
+        updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser(draft) {
+            if (draft.currentTenantId != null) {
+                draft.tenantsById[draft.currentTenantId].isTreasuryPromoIntroClosedByOutsideClick = true;
             }
         },
         trigger2FA: {
@@ -785,8 +856,29 @@ const tenant = createSlice({
         },
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, updateTreasuryVideoViewedForLoggedInUser, updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
+/**
+ * Applies treasury promo user fields from the tenants API user block when present.
+ * When a field is omitted from the payload, keeps the existing tenant value so a
+ * later fetch-all-tenants call does not reset values already loaded by fetch-active-tenant.
+ */
+function applyTreasuryPromoUserFieldsFromPayload(existingTenant, mappedTenant, userTenantPayload) {
+    if (existingTenant == null) {
+        return mappedTenant;
+    }
+    return {
+        ...mappedTenant,
+        isTreasuryPromoVideoPlayed: userTenantPayload.is_treasury_promo_video_played ??
+            existingTenant.isTreasuryPromoVideoPlayed,
+        isTreasuryPromoVideoRemindMeLaterClicked: userTenantPayload.is_treasury_promo_video_remind_me_later_clicked ??
+            existingTenant.isTreasuryPromoVideoRemindMeLaterClicked,
+        loginCounterForTreasuryPromoVideo: userTenantPayload.login_counter_for_treasury_promo_video ??
+            existingTenant.loginCounterForTreasuryPromoVideo,
+        isTreasuryPromoIntroClosedByOutsideClick: userTenantPayload.is_treasury_promo_intro_closed_by_outside_click ??
+            existingTenant.isTreasuryPromoIntroClosedByOutsideClick,
+    };
+}
 /**
  * Converts tenants payload to Tenant and User State
  * @param payload tenants payload as received from backend API response
@@ -862,16 +954,47 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         rewardsLastViewedTime: userTenantPayload?.rewards_feature_last_viewed_time != null
             ? date(userTenantPayload.rewards_feature_last_viewed_time)
             : undefined,
-        isTreasuryVideoViewed: userTenantPayload?.is_treasury_promo_video_played,
+        isTreasuryPromoVideoPlayed: userTenantPayload?.is_treasury_promo_video_played ?? false,
+        isTreasuryPromoVideoRemindMeLaterClicked: userTenantPayload?.is_treasury_promo_video_remind_me_later_clicked ??
+            false,
+        loginCounterForTreasuryPromoVideo: userTenantPayload?.login_counter_for_treasury_promo_video ?? 0,
+        isTreasuryPromoIntroClosedByOutsideClick: userTenantPayload?.is_treasury_promo_intro_closed_by_outside_click ??
+            false,
         zeniBookCloseDate: payload.zeni_book_close_date != null
             ? date(payload.zeni_book_close_date)
             : undefined,
         zeniBookCloseMonthAndYear: payload.zeni_book_close_month_and_year != null
             ? toMonthYearPeriod(payload.zeni_book_close_month_and_year)
             : undefined,
+        capitalizableAccountOverrides: payload.capitalizable_account_overrides ?? null,
+        capitalizableAccounts: payload.capitalizable_accounts != null
+            ? mapCapitalizableAccountsPayload(payload.capitalizable_accounts)
+            : null,
+        capitalizationOnboardingDismissedAccounts: payload.capitalization_onboarding_dismissed_accounts ?? null,
+        capitalizationOnboardingShownForPrepaid: payload.capitalization_onboarding_shown_for_prepaid ?? false,
+        capitalizationOnboardingShownForFixedAsset: payload.capitalization_onboarding_shown_for_fixed_asset ?? false,
     };
     return tenant;
 }
+// Exported for unit testing — the snake→camel + date() transform here is the
+// only place the wire format is reshaped, and Nikunj called out we need
+// coverage for the populated + null-accounts cases on this mapper specifically.
+export function mapCapitalizableAccountsPayload(payload) {
+    return {
+        computedAt: date(payload.computed_at),
+        // Defensive `?? []` because the API has historically been generous with
+        // `null` on nested fields; without this an `{accounts: null}` response
+        // throws on `.map`.
+        accounts: (payload.accounts ?? []).map((acc) => ({
+            accountId: acc.account_id,
+            classificationType: acc.classification_type,
+            matchPattern: acc.match_pattern,
+            thresholdValue: acc.threshold_value,
+            thresholdSource: acc.threshold_source,
+            sampleCount: acc.sample_count,
+        })),
+    };
+}
 function mapTenantPayloadToUser(payload) {
     const user = {
         userId: payload.user_id,

package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js

@@ -50,27 +50,26 @@ export const toTransaction = (payload) => {
         logo: toURL(payload.logo),
         attachments: payload.attachments?.map((attachmentPayload) => toAttachment(attachmentPayload)),
         qboId: payload.qbo_id,
-        ...(payload.vendor_id !== null && payload.vendor_id !== ''
+        ...(payload.vendor_id != null && payload.vendor_id !== ''
             ? { vendorId: payload.vendor_id }
             : {}),
-        ...(payload.vendor_name !== null && payload.vendor_name !== ''
+        ...(payload.vendor_name != null && payload.vendor_name !== ''
             ? { vendorName: payload.vendor_name }
             : {}),
-        ...(payload.customer_id !== null && payload.customer_id !== ''
+        ...(payload.customer_id != null && payload.customer_id !== ''
             ? { customerId: payload.customer_id }
             : {}),
-        ...(payload.customer_name !== null && payload.customer_name !== ''
+        ...(payload.customer_name != null && payload.customer_name !== ''
             ? { customerName: payload.customer_name }
             : {}),
-        ...(payload.target_account_id !== null && payload.target_account_id !== ''
+        ...(payload.target_account_id != null && payload.target_account_id !== ''
             ? { targetAccountId: payload.target_account_id }
             : {}),
-        ...(payload.target_account_integration_id !== null &&
+        ...(payload.target_account_integration_id != null &&
             payload.target_account_integration_id !== ''
             ? { targetAccountIntegrationId: payload.target_account_integration_id }
             : {}),
-        ...(payload.target_account_name !== null &&
-            payload.target_account_name !== ''
+        ...(payload.target_account_name != null && payload.target_account_name !== ''
             ? { targetAccountName: payload.target_account_name }
             : {}),
         ...(payload.to_from_account_id != null && payload.to_from_account_id !== ''
@@ -80,8 +79,7 @@ export const toTransaction = (payload) => {
             payload.to_from_account_integration_id !== ''
             ? { toFromAccountIntegrationId: payload.to_from_account_integration_id }
             : {}),
-        ...(payload.to_from_account_name != null &&
-            payload.to_from_account_name !== ''
+        ...(payload.to_from_account_name != null && payload.to_from_account_name !== ''
             ? { toFromAccountName: payload.to_from_account_name }
             : {}),
         ...(payload.category_id != null && payload.category_id !== ''
@@ -108,6 +106,16 @@ export const toTransaction = (payload) => {
         ...(payload.category_name != null && payload.category_name !== ''
             ? { categoryName: payload.category_name }
             : {}),
+        ...(payload.account_integration_id != null &&
+            payload.account_integration_id !== ''
+            ? { accountIntegrationId: payload.account_integration_id }
+            : {}),
+        ...(payload.qbo_account_id != null && payload.qbo_account_id !== ''
+            ? { qboAccountId: payload.qbo_account_id }
+            : {}),
+        ...(payload.qbo_account_name != null && payload.qbo_account_name !== ''
+            ? { qboAccountName: payload.qbo_account_name }
+            : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => toTransactionID(transactionIDPayload)),
         lines,
         account: payloadHasAccountInfo(payload)

package/lib/esm/entity/transaction/stateTypes/transactionLine.js

@@ -1,4 +1,5 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+export const LINE_TYPE_LINKED = 'linked_transaction_line';
 const PLATFORM_LINE_DETAIL_TYPES = [
     'sales_item_line_detail',
     'account_based_expense_line_detail',