@zeniai/client-epic-state 5.1.18-betaDI10 → 5.1.18-betaDI12

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

@@ -24,7 +24,7 @@ const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDat
  * 4. Only difference between this and Miscategorized will be that we will
  * additionally fire “Mark as not miscat” for every point above.
  */
-const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
+const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled = false) => {
     const updates = {
         updatesByLineId: {},
     };
@@ -33,6 +33,12 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
     const isTransactionMisCategorized = (0, exports.isTransactionMiscategorized)(transaction, isExpenseAutomationEnabled);
     updates.memo = transactionDetailLocalData.memo;
     updates.documentId = transactionDetailLocalData.documentId;
+    // Project is at the transaction level only for invoice and credit_memo,
+    // and only when the projects feature is enabled for this tenant.
+    if (isAccountingProjectsEnabled &&
+        (transaction.type === 'invoice' || transaction.type === 'credit_memo')) {
+        updates.project = transactionDetailLocalData.project;
+    }
     const selectedEntity = transactionDetailLocalData.selectedEntity;
     const updatedEntityId = transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===
         true
@@ -55,7 +61,10 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
                 lineDescription: lineItem.lineDescription,
                 class: lineItem.class,
                 account: lineItem.account,
-                project: lineItem.project,
+                // Project is at the transaction level for invoice/credit_memo; omit from lines.
+                ...(transaction.type !== 'invoice' && transaction.type !== 'credit_memo'
+                    ? { project: lineItem.project }
+                    : {}),
                 recommendation: (0, transactionHelper_1.convertCOTRecommendationsToRegular)(lineItem.recommendationsWithCOT),
             };
             if (line.type === 'journal_entry_transaction_line' ||

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

@@ -1,10 +1,18 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
+import { COTTransactionTracking } from '../../../commonStateTypes/recommendationBase';
+import { CustomerBase } from '../../../entity/customer/customerState';
+import { Entity } from '../../../entity/genericEntity/entity';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
 import { updateTransaction, updateTransactions } from '../../../entity/transaction/transactionReducer';
+import { SupportedTransaction } from '../../../entity/transaction/transactionState';
 import { updateVendors } from '../../../entity/vendor/vendorReducer';
+import { VendorBase } from '../../../entity/vendor/vendorState';
 import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { syncTransactionCategorizationFromDetailSave } from '../../expenseAutomationView/reducers/transactionsViewReducer';
 import { initializeTransactionDetailLocalData, markTransactionAsNotMiscategorized, updateStatusConsolidatedSaveTransactionDetail, updateTransactionDetail, updateTransactionDetailSaveStatus, updateTransactionStateIfUpdateActionNotAllowed } from '../transactionDetailReducer';
+import { TransactionUpdates } from '../transactionDetailState';
 export type ActionType = ReturnType<typeof updateTransactionDetail> | ReturnType<typeof updateTransaction> | ReturnType<typeof updateTransactions> | ReturnType<typeof updateTransactionStateIfUpdateActionNotAllowed> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateTransactionDetailSaveStatus> | ReturnType<typeof updateStatusConsolidatedSaveTransactionDetail> | ReturnType<typeof initializeTransactionDetailLocalData> | ReturnType<typeof updateVendors> | ReturnType<typeof markTransactionAsNotMiscategorized> | ReturnType<typeof syncTransactionCategorizationFromDetailSave>;
 export declare const updateTransactionDetailEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;
+export declare const toTransactionUpdatePayload: (updates: TransactionUpdates, detail: SupportedTransaction, cotTransactionTracking: COTTransactionTracking, isAccountingProjectsEnabled: boolean, vendorUpdates?: VendorBase, customerUpdates?: CustomerBase, tranSelectedEntity?: Entity) => Partial<TransactionPayload>;

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

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateTransactionDetailEpic = void 0;
+exports.toTransactionUpdatePayload = exports.updateTransactionDetailEpic = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
@@ -25,6 +25,7 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
 const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../responsePayload");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const transactionCategorizationLocalDataHelper_1 = require("../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
@@ -33,9 +34,10 @@ const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
+    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
     const { cotTransactionTracking, transactionId, transactionSaveUpdates, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     return zeniAPI
-        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking))
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking, isAccountingProjectsEnabled))
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const transactionIdResp = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
@@ -73,7 +75,9 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
             // then we need to skip mark-miscategorized-as-correct api call
             if ((0, transactionType_1.toVendorTransactionTypeStrict)(response.data.transaction.transaction_type) != null ||
                 (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null) {
-                const isAnyClassMissing = checkIfClassMissingForAnyLineItem(response.data.transaction);
+                const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
+                const isAnyClassMissing = isAccountingClassesEnabled &&
+                    checkIfClassMissingForAnyLineItem(response.data.transaction);
                 const isVendorOrCustomerMissingInAnyLine = (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null &&
                     checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
                 if ((vendorUpdates?.id == null &&
@@ -130,7 +134,7 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(action.payload.transactionId, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `REST API call errored out ${error}`)))));
 }));
 exports.updateTransactionDetailEpic = updateTransactionDetailEpic;
-function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
+function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking, isAccountingProjectsEnabled) {
     const transactionDetailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
     const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
@@ -162,7 +166,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = (0, exports.toTransactionUpdatePayload)(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -172,7 +176,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
     // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
@@ -233,6 +237,31 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, ven
     let basePayload;
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
         basePayload = (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
+        // For invoice/credit_memo only, project lives at the transaction level.
+        // Guard behind the projects feature flag to avoid touching the field when
+        // projects are disabled for this tenant. Clear-project (null injection) is
+        // intentionally out of scope for this change — the null write-back path will
+        // be added in a follow-up once the backend contract is confirmed.
+        if (isAccountingProjectsEnabled &&
+            (transaction.type === 'invoice' || transaction.type === 'credit_memo') &&
+            updates.project != null) {
+            basePayload = {
+                ...basePayload,
+                accounting_project_id: updates.project.projectId,
+                // Only spread integration_id / name when we have a concrete value; omitting
+                // them avoids accidentally nulling/blanking out the server-side value when
+                // the load path didn't surface the field (e.g. list-shaped data or pre-deploy
+                // store where the API returned projectId but not the name/integration_id).
+                ...(updates.project.accountingProviderProjectId != null
+                    ? {
+                        accounting_project_integration_id: updates.project.accountingProviderProjectId,
+                    }
+                    : {}),
+                ...(updates.project.projectName
+                    ? { accounting_project_name: updates.project.projectName }
+                    : {}),
+            };
+        }
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
         if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
@@ -251,6 +280,7 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, ven
     // Inject COT flags into the payload
     return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
 };
+exports.toTransactionUpdatePayload = toTransactionUpdatePayload;
 const checkIfClassMissingForAnyLineItem = (transactionPayload) => {
     let isAnyClassMissing = false;
     if (transactionPayload.lines != null) {

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -15,6 +15,17 @@ const toTransactionDetailLocalData = (transaction, defaultVendorId, uncategorize
     const vendorId = defaultVendorId ?? transaction.vendor?.id;
     transactionLocal.memo = transaction.memo;
     transactionLocal.documentId = transaction.documentId;
+    // Project is at the transaction level only for invoice and credit_memo.
+    if ((transaction.type === 'invoice' || transaction.type === 'credit_memo') &&
+        transaction.projectId != null) {
+        transactionLocal.project = {
+            projectId: transaction.projectId,
+            projectName: transaction.projectName ?? '',
+            ...(transaction.accountingProviderProjectId != null
+                ? { accountingProviderProjectId: transaction.accountingProviderProjectId }
+                : {}),
+        };
+    }
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
@@ -429,6 +440,7 @@ const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLo
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -534,6 +546,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -580,6 +593,7 @@ const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDe
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -738,6 +752,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -792,6 +807,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -1015,6 +1031,7 @@ const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetailLocalDa
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: false,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,

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

@@ -62,6 +62,7 @@ export interface TransactionUpdates {
     customerId?: ID;
     documentId?: string;
     memo?: string;
+    project?: ProjectBase;
     vendorId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {

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

@@ -54,6 +54,7 @@ export interface TransactionDetailLocalData {
     latestSelectedEntityOnLineItem?: Entity;
     latestUpdatedLineWithEntity?: ID;
     memo?: string;
+    project?: ProjectBase;
     selectedEntity?: Entity;
     updatePreviousTransactionsWithUpdatedVendor?: boolean;
     vendorDetails?: {

package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts

@@ -20,7 +20,7 @@ export interface VendorFiling1099ListQuery {
     sortKey: VendorFiling1099ListViewSortKey;
     sortOrder: SortOrder;
 }
-declare const toVendorFiling1099ListViewSortKey: (v: string) => "status" | "w9" | "legal_name" | "total" | "tax_classification" | "filing1099type";
+declare const toVendorFiling1099ListViewSortKey: (v: string) => "status" | "w9" | "total" | "legal_name" | "tax_classification" | "filing1099type";
 export type VendorFiling1099ListViewSortKey = ReturnType<typeof toVendorFiling1099ListViewSortKey>;
 export type Type1099Download = 'nec' | 'misc' | 'int';
 export {};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.18-betaDI10",
+  "version": "5.1.18-betaDI12",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -79,6 +79,7 @@
     "ts-prune": "^0.10.3",
     "ts-unused-exports": "^11.0.1",
     "typescript": "^5.7.3",
+    "vite": "^7.3.5",
     "vitest": "^4.1.8"
   },
   "dependencies": {
@@ -129,7 +130,9 @@
     "postversion": "git push && git push --tags",
     "check-dependencies": "node ./scripts/check_dependencies.js",
     "clean-overrides": "node ./scripts/clean_overrides.js",
-    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
+    "create-or-update-release-branch": "chmod +x ./scripts/create_or_update_release_branch.sh && ./scripts/create_or_update_release_branch.sh",
+    "bump-versions-master": "chmod +x ./scripts/bump_versions_master.sh && ./scripts/bump_versions_master.sh",
+    "bump-versions-beta": "chmod +x ./scripts/bump_versions_beta.sh && ./scripts/bump_versions_beta.sh",
     "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
     "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
     "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",