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

package/lib/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.js

@@ -0,0 +1,102 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCapitalizationAccountThresholdEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCapitalizationAccountThreshold.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    let finalOverrides;
+    if (allOverrides !== undefined) {
+        finalOverrides = allOverrides ?? {};
+    }
+    else {
+        finalOverrides = {
+            ...(tenantId != null
+                ? state$.value.tenantState.tenantsById[tenantId]
+                    ?.capitalizableAccountOverrides
+                : {}),
+        };
+        if (threshold === null) {
+            delete finalOverrides[accountId];
+        }
+        else {
+            finalOverrides[accountId] = threshold;
+        }
+    }
+    const body = {
+        capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
+    };
+    if (dismissOnboardingForAccount === true) {
+        body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            const companies = response.data?.companies ?? [];
+            const actions = [];
+            if (companies.length > 0) {
+                actions.push((0, companyReducer_1.updateCompanies)({
+                    payload: companies,
+                    schema: {},
+                }));
+            }
+            if (tenantId != null) {
+                actions.push((0, tenantReducer_1.updateTenantCapitalizationAccountOverride)({
+                    tenantId,
+                    accountId,
+                    threshold,
+                    allOverrides: allOverrides !== undefined
+                        ? (Object.keys(finalOverrides).length > 0
+                            ? finalOverrides
+                            : null)
+                        : undefined,
+                }));
+                if (dismissOnboardingForAccount === true) {
+                    actions.push((0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
+                        tenantId,
+                        accountId,
+                    }));
+                }
+            }
+            actions.push((0, companyViewReducer_1.updateCapitalizationAccountThresholdSuccess)());
+            actions.push((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'capitalization_threshold_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            return (0, rxjs_1.from)([
+                (0, companyViewReducer_1.updateCapitalizationAccountThresholdFailure)({
+                    status: response.status,
+                }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'capitalization_threshold_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateCapitalizationAccountThresholdFailure)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Capitalization Threshold errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'capitalization_threshold_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateCapitalizationAccountThresholdEpic = updateCapitalizationAccountThresholdEpic;

package/lib/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -24,7 +24,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
             (0, reviewCompanyViewReducer_1.fetchReviewCompanyView)(),
             (0, companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView)(),
             (0, companyViewReducer_1.fetchCompanyMetaData)(),
-            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false),
+            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false),
             (0, companyHealthMetricConfigReducer_1.fetchCompanyHealthMetricConfig)(),
         ]);
     }
@@ -77,7 +77,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false));
+            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false));
         }
         return (0, rxjs_1.from)(fetchActions);
     }

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -7,7 +7,7 @@ export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "exp
 export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
 export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
-export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
+export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "priority" | "tags" | "createdBy" | "dueDate" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
@@ -18,11 +18,12 @@ export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerS
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
+export type TaskManagerViewFilterCategoryField = 'assignees' | 'creationDate' | 'dueDate' | 'priority' | 'status' | 'company_id' | 'tag';
 export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not_equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField | TaskManagerViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts

@@ -5,6 +5,7 @@ import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData }
 export type UpdateActionType = 'company_update' | 'user_create' | 'user_update';
 export interface CompanyPassportViewState extends CommonState, FetchedState {
     accountingClassesUpdateStatus: FetchStateAndError;
+    capitalizationThresholdUpdateStatus: FetchStateAndError;
     companyDetails: {
         updateStatus: FetchStateAndError;
         localData?: CompanyDetailsLocalData;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -8,6 +8,10 @@ exports.initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    capitalizationThresholdUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/view/createTransferEntry/createTransferEntryReducer.d.ts

@@ -0,0 +1,32 @@
+import { ID } from '../../commonStateTypes/common';
+import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
+import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
+import { CreateTransferEntryState, TransferAccountsFetchType } from './createTransferEntryState';
+export declare const initialState: CreateTransferEntryState;
+export declare const fetchAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/fetchAccountsForTransferFlow">, updateAccountsForTransferFlow: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountIds: ID[];
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/updateAccountsForTransferFlow">, updateAccountsForTransferFlowFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    kind: TransferAccountsFetchType;
+}, "createTransferEntry/updateAccountsForTransferFlowFailure">, createTransferEntry: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
+    creditAccountIntegrationId: string;
+    debitAccountIntegrationId: string;
+    memo: string;
+    sourceTransactionType: TransactionType;
+    transactionId: ID;
+    transactionType: TransactionType;
+}], {
+    creditAccountIntegrationId: string;
+    debitAccountIntegrationId: string;
+    memo: string;
+    sourceTransactionType: TransactionType;
+    transactionId: ID;
+    transactionType: TransactionType;
+}, "createTransferEntry/createTransferEntry", never, never>, createTransferEntrySuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/createTransferEntrySuccess">, createTransferEntryFailure: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/createTransferEntryFailure">, resetCreateTransferEntryStatus: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/resetCreateTransferEntryStatus">, createTransferEntryReplacedTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[previousTransactionId: TransactionID, newTransactionId: TransactionID], {
+    newTransactionId: TransactionID;
+    previousTransactionId: TransactionID;
+}, "createTransferEntry/createTransferEntryReplacedTransaction", never, never>, clearTransferEntryRouteReplacement: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/clearTransferEntryRouteReplacement">, clearCreateTransferEntry: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"createTransferEntry/clearCreateTransferEntry">;
+declare const _default: import("redux").Reducer<CreateTransferEntryState>;
+export default _default;

package/lib/view/createTransferEntry/createTransferEntryReducer.js

@@ -0,0 +1,86 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearCreateTransferEntry = exports.clearTransferEntryRouteReplacement = exports.createTransferEntryReplacedTransaction = exports.resetCreateTransferEntryStatus = exports.createTransferEntryFailure = exports.createTransferEntrySuccess = exports.createTransferEntry = exports.updateAccountsForTransferFlowFailure = exports.updateAccountsForTransferFlow = exports.fetchAccountsForTransferFlow = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const createTransferEntryState_1 = require("./createTransferEntryState");
+exports.initialState = createTransferEntryState_1.initialCreateTransferEntryState;
+const createTransferEntrySlice = (0, toolkit_1.createSlice)({
+    name: 'createTransferEntry',
+    initialState: exports.initialState,
+    reducers: {
+        fetchAccountsForTransferFlow(draft, action) {
+            const slice = draft.transferAccountsByType[action.payload.kind];
+            // Idempotent: a duplicate dispatch must not briefly downgrade
+            // 'Completed' back to 'In-Progress' (would clear loaded data from a
+            // consumer's perspective) nor restart the in-flight epic stream.
+            // The hook (`useFetchTransferAccountsForFlow`) is the sole caller and
+            // already dedupes via `store.getState()`; this guard is defense in
+            // depth for any future caller.
+            if (slice.fetchState === 'In-Progress' ||
+                slice.fetchState === 'Completed') {
+                return;
+            }
+            slice.fetchState = 'In-Progress';
+        },
+        updateAccountsForTransferFlow(draft, action) {
+            const slice = draft.transferAccountsByType[action.payload.kind];
+            slice.fetchState = 'Completed';
+            slice.accountIds = action.payload.accountIds;
+        },
+        updateAccountsForTransferFlowFailure(draft, action) {
+            draft.transferAccountsByType[action.payload.kind].fetchState = 'Error';
+        },
+        createTransferEntry: {
+            prepare(payload) {
+                return { payload };
+            },
+            /**
+             * Defense-in-depth: clear any stale `lastTransferEntryReplacement` on a
+             * fresh dispatch so a second `createTransferEntry` never inherits the
+             * previous run's replacement signal (e.g. if the prior `timer(0)` cleanup
+             * never fired). Mirrors the host hook's `consumedReplacementRef` guard
+             * (see `useTransferEntryRouteReplacement` in zeni-web-app-ui).
+             */
+            reducer(draft) {
+                draft.createTransferEntryStatus = 'In-Progress';
+                draft.lastTransferEntryReplacement = undefined;
+            },
+        },
+        createTransferEntrySuccess(draft) {
+            draft.createTransferEntryStatus = 'Completed';
+        },
+        createTransferEntryFailure(draft) {
+            draft.createTransferEntryStatus = 'Error';
+        },
+        resetCreateTransferEntryStatus(draft) {
+            draft.createTransferEntryStatus = 'Not-Started';
+        },
+        createTransferEntryReplacedTransaction: {
+            prepare(previousTransactionId, newTransactionId) {
+                return { payload: { newTransactionId, previousTransactionId } };
+            },
+            reducer(draft, action) {
+                draft.lastTransferEntryReplacement = action.payload;
+            },
+        },
+        /**
+         * One-shot acknowledgement: the host has consumed the route-replacement
+         * signal and navigated to the new transaction url, so we can drop the
+         * record. Re-dispatching is idempotent.
+         */
+        clearTransferEntryRouteReplacement(draft) {
+            draft.lastTransferEntryReplacement = undefined;
+        },
+        /**
+         * Full slice reset. Dispatched from `clearAllEpic` on tenant switch so
+         * stale per-tenant state (account-id pools, status, replacement signal)
+         * doesn't bleed across tenants.
+         */
+        clearCreateTransferEntry(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = createTransferEntrySlice.actions, exports.fetchAccountsForTransferFlow = _a.fetchAccountsForTransferFlow, exports.updateAccountsForTransferFlow = _a.updateAccountsForTransferFlow, exports.updateAccountsForTransferFlowFailure = _a.updateAccountsForTransferFlowFailure, exports.createTransferEntry = _a.createTransferEntry, exports.createTransferEntrySuccess = _a.createTransferEntrySuccess, exports.createTransferEntryFailure = _a.createTransferEntryFailure, exports.resetCreateTransferEntryStatus = _a.resetCreateTransferEntryStatus, exports.createTransferEntryReplacedTransaction = _a.createTransferEntryReplacedTransaction, exports.clearTransferEntryRouteReplacement = _a.clearTransferEntryRouteReplacement, exports.clearCreateTransferEntry = _a.clearCreateTransferEntry;
+exports.default = createTransferEntrySlice.reducer;

package/lib/view/createTransferEntry/createTransferEntrySelector.d.ts

@@ -0,0 +1,39 @@
+import { AccountBase } from '../../entity/account/accountState';
+import { RootState } from '../../reducer';
+import { TransferEntryRouteReplacement } from './createTransferEntryState';
+export declare function getCreateTransferEntryStatus(state: RootState): import("../..").FetchState;
+export declare function getLastTransferEntryReplacement(state: RootState): TransferEntryRouteReplacement | undefined;
+/**
+ * Shared resolver for the credit/debit dropdowns in the transfer drawer.
+ *
+ * Resolution policy (intentional):
+ * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
+ *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
+ *    pool).
+ * 2. If the dedicated fetch returns an empty list while the COA is loaded,
+ *    fall back to the COA: the full account list for `transferEntryEligible`,
+ *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
+ *    This keeps the dropdown populated for older tenants where the dedicated
+ *    endpoints haven't been backfilled yet.
+ *
+ * Intent — what this selector deliberately does NOT do:
+ * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
+ *   empty" — all three collapse to the COA fallback. The product preference
+ *   is "always show something selectable" over "show a spinner that may never
+ *   resolve". Loading/error UI belongs in the view layer; if you need a
+ *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
+ *   separately rather than changing the resolution policy here.
+ * - Does NOT enforce "API result is authoritative even if empty" — a tenant
+ *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
+ *   transfer destinations) will still see the COA. That trade-off is
+ *   accepted because the alternative blocks the user from picking anything;
+ *   the backend distinguishes "no result" from "endpoint not implemented" by
+ *   surfacing an error response, which the view layer handles separately.
+ *
+ * Memoized with reselect so consuming view-models don't recompute on every
+ * unrelated state change.
+ */
+export declare const getResolvedTransferAccounts: (state: RootState) => {
+    creditCardTransferAccountsList: AccountBase[];
+    transferAccountsList: AccountBase[];
+};

package/lib/view/createTransferEntry/createTransferEntrySelector.js

@@ -0,0 +1,69 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getResolvedTransferAccounts = void 0;
+exports.getCreateTransferEntryStatus = getCreateTransferEntryStatus;
+exports.getLastTransferEntryReplacement = getLastTransferEntryReplacement;
+const toolkit_1 = require("@reduxjs/toolkit");
+const accountSelector_1 = require("../../entity/account/accountSelector");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+function getCreateTransferEntryStatus(state) {
+    return state.createTransferEntryState.createTransferEntryStatus;
+}
+function getLastTransferEntryReplacement(state) {
+    return state.createTransferEntryState.lastTransferEntryReplacement;
+}
+/**
+ * Shared resolver for the credit/debit dropdowns in the transfer drawer.
+ *
+ * Resolution policy (intentional):
+ * 1. Prefer the dedicated API fetch results (`transferEntryEligible` for the
+ *    debit pool, `creditCardOnlyEligible` for the credit-card-payment credit
+ *    pool).
+ * 2. If the dedicated fetch returns an empty list while the COA is loaded,
+ *    fall back to the COA: the full account list for `transferEntryEligible`,
+ *    and COA accounts filtered to `credit_card` for `creditCardOnlyEligible`.
+ *    This keeps the dropdown populated for older tenants where the dedicated
+ *    endpoints haven't been backfilled yet.
+ *
+ * Intent — what this selector deliberately does NOT do:
+ * - Does NOT distinguish "fetch in-flight" / "fetch errored" / "fetch returned
+ *   empty" — all three collapse to the COA fallback. The product preference
+ *   is "always show something selectable" over "show a spinner that may never
+ *   resolve". Loading/error UI belongs in the view layer; if you need a
+ *   spinner, observe the `fetchState` on `transferAccountsByType[kind]`
+ *   separately rather than changing the resolution policy here.
+ * - Does NOT enforce "API result is authoritative even if empty" — a tenant
+ *   whose dedicated endpoint is correctly returning `[]` (e.g. no eligible
+ *   transfer destinations) will still see the COA. That trade-off is
+ *   accepted because the alternative blocks the user from picking anything;
+ *   the backend distinguishes "no result" from "endpoint not implemented" by
+ *   surfacing an error response, which the view layer handles separately.
+ *
+ * Memoized with reselect so consuming view-models don't recompute on every
+ * unrelated state change.
+ */
+exports.getResolvedTransferAccounts = (0, toolkit_1.createSelector)([
+    (state) => state.accountState,
+    (state) => state.accountListState,
+    (state) => state.createTransferEntryState.transferAccountsByType
+        .transferEntryEligible.accountIds,
+    (state) => state.createTransferEntryState.transferAccountsByType
+        .creditCardOnlyEligible.accountIds,
+], (accountState, accountListState, transferEligibleIds, creditCardOnlyIds) => {
+    const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
+    const transferEligibleFromApi = transferEligibleIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    const coaFallbackAllAccounts = accountList.accounts
+        .map((a) => (0, accountSelector_1.getAccountBase)(accountState, a.accountId, 'account_list'))
+        .filter((account) => account != null);
+    const transferAccountsList = transferEligibleFromApi.length > 0
+        ? transferEligibleFromApi
+        : coaFallbackAllAccounts;
+    const creditCardFromApi = creditCardOnlyIds
+        .map((id) => (0, accountSelector_1.getAccountBaseForCreditCardTransferAccounts)(accountState, id))
+        .filter((account) => account != null);
+    const coaFallbackCreditCards = coaFallbackAllAccounts.filter((a) => a.accountType === 'credit_card');
+    const creditCardTransferAccountsList = creditCardFromApi.length > 0 ? creditCardFromApi : coaFallbackCreditCards;
+    return { creditCardTransferAccountsList, transferAccountsList };
+});

package/lib/view/createTransferEntry/createTransferEntryState.d.ts

@@ -0,0 +1,30 @@
+import { FetchState, ID } from '../../commonStateTypes/common';
+import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
+/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
+export declare const TRANSFER_ACCOUNTS_FETCH_TYPE: readonly ["transferEntryEligible", "creditCardOnlyEligible"];
+export type TransferAccountsFetchType = (typeof TRANSFER_ACCOUNTS_FETCH_TYPE)[number];
+export interface TransferAccountsState {
+    accountIds: ID[];
+    fetchState: FetchState;
+}
+export type TransferEntryRouteReplacement = {
+    newTransactionId: TransactionID;
+    previousTransactionId: TransactionID;
+};
+export interface CreateTransferEntryState {
+    createTransferEntryStatus: FetchState;
+    /**
+     * Set when create-transfer returns a new transaction id (the source expense
+     * has been replaced by a new transfer/credit-card-payment row). The host
+     * navigates to the new url and then dispatches
+     * `clearTransferEntryRouteReplacement` to clear this one-shot signal.
+     */
+    lastTransferEntryReplacement: TransferEntryRouteReplacement | undefined;
+    /**
+     * Per-type fetch state + account-id list for the dropdowns shown in the
+     * transfer drawer (eligible accounts for `transfer`, credit-card-only
+     * accounts for `credit_card_payment`).
+     */
+    transferAccountsByType: Record<TransferAccountsFetchType, TransferAccountsState>;
+}
+export declare const initialCreateTransferEntryState: CreateTransferEntryState;

package/lib/view/createTransferEntry/createTransferEntryState.js

@@ -0,0 +1,20 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initialCreateTransferEntryState = exports.TRANSFER_ACCOUNTS_FETCH_TYPE = void 0;
+/** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
+exports.TRANSFER_ACCOUNTS_FETCH_TYPE = [
+    'transferEntryEligible',
+    'creditCardOnlyEligible',
+];
+const initialTransferAccountsState = {
+    accountIds: [],
+    fetchState: 'Not-Started',
+};
+exports.initialCreateTransferEntryState = {
+    createTransferEntryStatus: 'Not-Started',
+    lastTransferEntryReplacement: undefined,
+    transferAccountsByType: {
+        transferEntryEligible: initialTransferAccountsState,
+        creditCardOnlyEligible: initialTransferAccountsState,
+    },
+};

package/lib/view/createTransferEntry/epics/createTransferEntryEpic.d.ts

@@ -0,0 +1,11 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { removeTransaction, updateTransaction } from '../../../entity/transaction/transactionReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { removeTransactionFromAllTabs } from '../../expenseAutomationView/reducers/transactionsViewReducer';
+import { initializeTransactionDetailLocalData, removeTransactionDetail } from '../../transactionDetail/transactionDetailReducer';
+import { clearTransferEntryRouteReplacement, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus } from '../createTransferEntryReducer';
+export type ActionType = ReturnType<typeof openSnackbar> | ReturnType<typeof createTransferEntry> | ReturnType<typeof createTransferEntrySuccess> | ReturnType<typeof createTransferEntryFailure> | ReturnType<typeof removeTransactionFromAllTabs> | ReturnType<typeof resetCreateTransferEntryStatus> | ReturnType<typeof createTransferEntryReplacedTransaction> | ReturnType<typeof clearTransferEntryRouteReplacement> | ReturnType<typeof updateTransaction> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof removeTransaction> | ReturnType<typeof removeTransactionDetail>;
+export declare const createTransferEntryEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/createTransferEntry/epics/createTransferEntryEpic.js

@@ -0,0 +1,140 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createTransferEntryEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const transactionIDPayload_1 = require("../../../entity/transaction/payloadTypes/transactionIDPayload");
+const transactionReducer_1 = require("../../../entity/transaction/transactionReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailReducer_1 = require("../../transactionDetail/transactionDetailReducer");
+const transactionDetailState_1 = require("../../transactionDetail/transactionDetailState");
+const createTransferEntryReducer_1 = require("../createTransferEntryReducer");
+// ─── Pure helpers ────────────────────────────────────────────────────────────
+function transactionIdsAreEqual(a, b) {
+    return a.id === b.id && a.type === b.type;
+}
+const successSnackbar = () => (0, snackbarReducer_1.openSnackbar)({
+    messageSection: 'create_transfer_entry',
+    messageText: 'success',
+    type: 'success',
+});
+const failureSnackbar = () => (0, snackbarReducer_1.openSnackbar)({
+    messageSection: 'create_transfer_entry',
+    messageText: 'failed',
+    type: 'error',
+});
+function buildFailureActions() {
+    return [(0, createTransferEntryReducer_1.createTransferEntryFailure)(), failureSnackbar()];
+}
+/**
+ * Defensive guard: a BE response that returns 200 with `transaction != null`
+ * but where the body lacks a usable id/type is unsafe to seed into the store —
+ * downstream code would store under a garbage key and the host hook would try
+ * to navigate to a broken url. Treat that case as failure so the source row
+ * stays visible and the user can retry.
+ */
+function isWellFormedTransactionPayload(t) {
+    return (t != null &&
+        typeof t.transaction_id === 'string' &&
+        t.transaction_id !== '' &&
+        typeof t.transaction_type === 'string' &&
+        t.transaction_type !== '');
+}
+function buildSuccessSideEffects(sourceTransactionId) {
+    return [
+        (0, createTransferEntryReducer_1.createTransferEntrySuccess)(),
+        (0, transactionsViewReducer_1.removeTransactionFromAllTabs)(sourceTransactionId),
+        successSnackbar(),
+    ];
+}
+function buildPreviousTransactionCleanupActions(previousTransactionId) {
+    return [
+        (0, transactionReducer_1.removeTransaction)((0, transactionDetailState_1.getTransactionDetailKey)(previousTransactionId)),
+        (0, transactionDetailReducer_1.removeTransactionDetail)(previousTransactionId),
+        (0, createTransferEntryReducer_1.clearTransferEntryRouteReplacement)(),
+    ];
+}
+/**
+ * Emits `resetCreateTransferEntryStatus()` (and, on the replacement path, the
+ * follow-up cleanup actions) one scheduler tick after the success actions.
+ *
+ * Why the `timer(0)` (and not synchronous emission):
+ * On the replacement path the host (web-app-ui) watches
+ * `lastTransferEntryReplacement`, navigates to the new transaction url, and
+ * then sees `clearTransferEntryRouteReplacement` clear the signal. If we
+ * dispatched the cleanup actions in the same tick as
+ * `createTransferEntryReplacedTransaction`, redux subscribers would observe
+ * `lastTransferEntryReplacement` flicker on then off in a single render, and
+ * the old transaction's state (which the still-mounted detail view may be
+ * reading) would be torn down before the host has had a chance to start
+ * navigating. Deferring by one microtask gives the host exactly one render
+ * pass to react before we tear down the previous transaction.
+ */
+function delayedResetAndPreviousCleanup(previousTransactionId) {
+    return (0, rxjs_1.timer)(0).pipe((0, operators_1.mergeMap)(() => {
+        const actions = [(0, createTransferEntryReducer_1.resetCreateTransferEntryStatus)()];
+        if (previousTransactionId != null) {
+            actions.push(...buildPreviousTransactionCleanupActions(previousTransactionId));
+        }
+        return (0, rxjs_1.from)(actions);
+    }));
+}
+// ─── Success-path branches ───────────────────────────────────────────────────
+function handleSuccessWithoutTransactionBody(transactionId) {
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(buildSuccessSideEffects(transactionId)), delayedResetAndPreviousCleanup(undefined));
+}
+function handleSuccessWithTransactionBody(transactionPayload, vendorPayload, previousTransactionId, sourceTransactionId) {
+    const newTransactionId = (0, transactionIDPayload_1.toTransactionID)(transactionPayload);
+    const replaced = !transactionIdsAreEqual(previousTransactionId, newTransactionId);
+    const immediate = [
+        (0, transactionReducer_1.updateTransaction)((0, transactionDetailState_1.getTransactionDetailKey)(newTransactionId), transactionPayload),
+        (0, transactionDetailReducer_1.initializeTransactionDetailLocalData)({
+            transactionId: newTransactionId,
+            vendorId: vendorPayload?.[0]?.vendor_id,
+        }),
+        ...buildSuccessSideEffects(sourceTransactionId),
+    ];
+    if (replaced) {
+        immediate.push((0, createTransferEntryReducer_1.createTransferEntryReplacedTransaction)(previousTransactionId, newTransactionId));
+    }
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(immediate), delayedResetAndPreviousCleanup(replaced ? previousTransactionId : undefined));
+}
+// ─── Top-level epic ──────────────────────────────────────────────────────────
+const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(createTransferEntryReducer_1.createTransferEntry.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType, } = action.payload;
+    const previousTransactionId = {
+        id: transactionId,
+        type: sourceTransactionType,
+    };
+    // The server contract for `transaction-type-update` expects
+    // `transaction_memo`, but the client-side action payload field is named
+    // `memo` (callers in web-components dispatch with `memo`). The names are
+    // intentionally kept separate: `memo` is the internal client model and
+    // `transaction_memo` is the wire format. Don't unify them without
+    // updating the action contract and all dispatchers in lockstep.
+    const payload = {
+        transaction_type: transactionType,
+        transaction_id: transactionId,
+        to_account_integration_id: creditAccountIntegrationId,
+        from_account_integration_id: debitAccountIntegrationId,
+        transaction_memo: memo ?? '',
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/transaction-type-update`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const transaction = response.data?.transaction;
+            if (transaction != null) {
+                if (!isWellFormedTransactionPayload(transaction)) {
+                    return (0, rxjs_1.from)(buildFailureActions());
+                }
+                return handleSuccessWithTransactionBody(transaction, response.data?.vendors, previousTransactionId, transactionId);
+            }
+            return handleSuccessWithoutTransactionBody(transactionId);
+        }
+        return (0, rxjs_1.from)(buildFailureActions());
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.from)(buildFailureActions())));
+}));
+exports.createTransferEntryEpic = createTransferEntryEpic;

package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.d.ts

@@ -0,0 +1,14 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateAccounts } from '../../../entity/account/accountReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure } from '../createTransferEntryReducer';
+export type ActionType = ReturnType<typeof fetchAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlow> | ReturnType<typeof updateAccountsForTransferFlowFailure> | ReturnType<typeof updateAccounts>;
+/**
+ * Pools fetched concurrently: `groupBy(kind)` keeps `transferEntryEligible`
+ * and `creditCardOnlyEligible` in their own streams so a back-to-back dispatch
+ * of both does not cancel the first. Within a single type, a fresh dispatch
+ * supersedes any in-flight request (per-group `switchMap`).
+ */
+export declare const fetchTransferAccountsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;