@zeniai/client-epic-state 5.1.18-betaDI11 → 5.1.18-betaDI12

package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -43,6 +43,17 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             error: undefined,
         })
         : { fetchState: 'Not-Started', error: undefined };
+    const monthEndChecksForPeriod = selectedPeriod != null
+        ? monthEndCloseChecksState.monthEndCloseChecksByTenantId[currentTenant.tenantId]?.[toMonthYearPeriodId(selectedPeriod)]
+        : undefined;
+    const reconCheckTimeSavedHours = monthEndChecksForPeriod?.monthEndCloseCheckList?.find((check) => check.id === 'reconciliation')?.progressJson?.timeSavedHours;
+    const summaryWithTimeSaved = reconciliationViewState.summary != null
+        ? {
+            ...reconciliationViewState.summary,
+            timeSavedHours: reconCheckTimeSavedHours ??
+                reconciliationViewState.summary.timeSavedHours,
+        }
+        : undefined;
     if (accountReconForMonthYearPeriod == null) {
         return {
             bankAccounts: [],
@@ -66,6 +77,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             selectedTab: reconciliationViewState.selectedTab,
             monthYearPeriod: selectedPeriod,
             selectedAccountId: reconciliationViewState.selectedAccountId,
+            statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
             statementUploadChosen: reconciliationViewState.statementUploadChosen,
             accountReconciliationsByAccountID: {},
             reconciliationTabsState: initialReconciliationTabsState,
@@ -115,6 +127,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
             includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
             excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+            summary: summaryWithTimeSaved,
         };
     }
     const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
@@ -239,6 +252,12 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 .refreshStatus,
             statementDeleteStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementDeleteStatus,
+            statementParseStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .statementParseStatus,
+            reparseStatementStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .reparseStatementStatus,
+            statementDateConflict: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .statementDateConflict,
             statementUpdateStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementUpdateStatus,
             statementUploadStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
@@ -247,6 +266,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 .localData,
             statementParseInProgress: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                 .statementParseInProgress,
+            parsedStatementData: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .parsedStatementData,
             transactionFetchState: reduceAnyFetchState([
                 accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
                     .transactionFetchState,
@@ -315,6 +336,9 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 statementUpdateStatus: { fetchState: 'Not-Started' },
                 statementUploadStatus: { fetchState: 'Not-Started' },
                 statementDeleteStatus: { fetchState: 'Not-Started' },
+                statementParseStatus: { fetchState: 'Not-Started' },
+                reparseStatementStatus: { fetchState: 'Not-Started' },
+                statementDateConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -403,6 +427,7 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         refreshStatus: reconciliationViewState.refreshStatus,
         selectedTab: reconciliationViewState.selectedTab,
         selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        statementProcessingFailed: reconciliationViewState.statementProcessingFailed,
         statementUploadChosen: reconciliationViewState.statementUploadChosen,
         monthYearPeriod: selectedPeriod,
         accountReconciliationBySectionID,
@@ -423,8 +448,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
         includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
         excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
+        summary: summaryWithTimeSaved,
     };
 });
+export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state).accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
 export const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js

@@ -1,4 +1,33 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+export function toReconciliationViewSummary(payload) {
+    return {
+        accounts: {
+            done: payload.accounts.done,
+            failed: payload.accounts.failed,
+            inProgress: payload.accounts.in_progress,
+            total: payload.accounts.total,
+        },
+        accountsToConnectCount: payload.accounts_to_connect_count,
+        autoMatched: {
+            matchedTxns: payload.auto_matched.matched_txns,
+            totalTxns: payload.auto_matched.total_txns,
+        },
+        needsReview: {
+            accountCount: payload.needs_review.account_count,
+            txnCount: payload.needs_review.txn_count,
+        },
+        timeSavedHours: 0,
+        timeSavedPercentage: payload.time_saved_percentage,
+        progressBar: payload.progress_bar != null
+            ? {
+                aiPercentageShare: payload.progress_bar.ai_percentage_share,
+                completePercentage: payload.progress_bar.complete_percentage,
+                humanPercentageShare: payload.progress_bar.human_percentage_share,
+                remainingPercentage: payload.progress_bar.remaining_percentage,
+            }
+            : undefined,
+    };
+}
 export const RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',

package/lib/esm/view/onboardingView/cockpitView/epic/initializeOnboardingCustomerViewUpdateDataEpic.js

@@ -4,7 +4,7 @@ import { getAddressByAddressId } from '../../../../entity/address/addressSelecto
 import { getOnboardingCompanyByCompanyId } from '../../../../entity/company/companySelector';
 import { toAccountingConnectionCreationModeStrict } from '../../../../entity/company/companyStateTypes';
 import { getOnboardingCustomersByCompanyId } from '../../../../entity/onboardingCustomer/onboardingCustomerSelector';
-import { getOnboardingTenantByTenantId, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantTreasuryEnabled, } from '../../../../entity/tenant/tenantSelector';
+import { getOnboardingTenantByTenantId, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, } from '../../../../entity/tenant/tenantSelector';
 import { getUserByUserId } from '../../../../entity/user/userSelector';
 import { newAddressInLocalStore, resetNewAddressesInLocalStore, } from '../../../addressView/addressViewReducer';
 import { clearOnboardingCustomerViewUpdateData, initializeOnboardingCustomerViewUpdateData, saveOnboardingCustomerDataInLocalStore, saveOnboardingCustomerViewUpdateData, updateCustomerLocalStoreInitStateOnFailure, } from '../onboardingCockpitViewReducer';
@@ -112,32 +112,20 @@ const getSelectedProducts = (isDebitCardFlagEnabled, tenant) => {
     const isBookkeepingEnabled = isTenantBookkeepingEnabled(tenant);
     const isOtherProductsEnabled = isOtherProductsEnabledForTenant(tenant);
     const isCardsEnabled = isTenantCardsOnly(tenant);
-    const isTreasuryEnabled = isTenantTreasuryEnabled(tenant);
     if (isCardsEnabled && isBankingOnly) {
-        const selectedProducts = ['zeni_cards', 'zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isBankingOnly) {
-        const selectedProducts = ['zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isCardsEnabled) {
-        return ['zeni_cards'];
+        return [];
     }
     else if (isBookkeepingEnabled) {
         return [
             'bookkeeping',
             'zeni_bill_pay',
-            'zeni_checking',
             'zeni_reimbursements',
-            'zeni_treasury',
-            'zeni_cards',
         ];
     }
     else if (isOtherProductsEnabled) {

package/lib/esm/view/onboardingView/cockpitView/onboardingCockpitViewPayload.js

@@ -48,9 +48,9 @@ export const toOnboardingCustomerPayload = (onboardingCustomer, sendInvite, comp
             const isTreasury = selectedProducts.includes('zeni_treasury');
             if (isBookkeeping) {
                 onboardingCustomerPayload.is_book_keeping_enabled = true;
-                onboardingCustomerPayload.is_banking_enabled = true;
+                onboardingCustomerPayload.is_banking_enabled = isChecking;
                 onboardingCustomerPayload.is_spend_management_enabled = true;
-                onboardingCustomerPayload.is_card_enabled = true;
+                onboardingCustomerPayload.is_card_enabled = isCards;
                 onboardingCustomerPayload.is_treasury_enabled = isTreasury;
             }
             else if (isChecking && isCards) {

package/lib/esm/view/opExByVendor/opExByVendorReducer.js

@@ -22,6 +22,10 @@ export const initialState = {
             error: undefined,
         },
     },
+    refreshStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     summaryFetchState: {
         fetchState: 'Not-Started',
         error: undefined,
@@ -259,12 +263,32 @@ const opexByVendor = createSlice({
                 [timeframe]: [],
             };
         },
+        refreshOpExByVendorReport(draft) {
+            draft.refreshStatus = { fetchState: 'In-Progress', error: undefined };
+        },
+        refreshOpExByVendorReportSuccess(draft, action) {
+            draft.refreshStatus = { fetchState: 'Completed', error: undefined };
+            if (action.payload.lastRefreshSuccessTime != null) {
+                draft.lastRefreshSuccessTime = action.payload.lastRefreshSuccessTime;
+            }
+        },
+        refreshOpExByVendorReportFailure: {
+            prepare(error) {
+                return { payload: { error } };
+            },
+            reducer(draft, action) {
+                draft.refreshStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
         clearOpExByVendor(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchOpExByVendor, updateOpExByVendorReportGenerated, fetchOpExByVendorReportForTimeframe, updateOpExByVendorReportFailureForTimeframe, updateOpExByVendorReportSuccessForTimeframe, fetchOpExByVendorReportSummary, updateOpExByVendorReportSummaryFailure, updateOpExByVendorReportSummarySuccess, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, clearOpExByVendor, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorSort, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorPageFetchInProgress, updateOpExByVendorDownloadState, clearOpExByVendorSearch, updateOpExByVendorPageLimit, updateOpExByVendorSearchString, } = opexByVendor.actions;
+export const { fetchOpExByVendor, updateOpExByVendorReportGenerated, fetchOpExByVendorReportForTimeframe, updateOpExByVendorReportFailureForTimeframe, updateOpExByVendorReportSuccessForTimeframe, fetchOpExByVendorReportSummary, updateOpExByVendorReportSummaryFailure, updateOpExByVendorReportSummarySuccess, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, clearOpExByVendor, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorSort, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorPageFetchInProgress, updateOpExByVendorDownloadState, clearOpExByVendorSearch, updateOpExByVendorPageLimit, updateOpExByVendorSearchString, refreshOpExByVendorReport, refreshOpExByVendorReportSuccess, refreshOpExByVendorReportFailure, } = opexByVendor.actions;
 export default opexByVendor.reducer;
 const doUpdateOpexByVendorReport = (draft, timeframe, reportPayload, queryProps) => {
     if (reportPayload.status.is_report_generated == null) {
@@ -317,10 +341,9 @@ const doUpdateOpexByVendorReportSummary = (draft, reportPayload) => {
         const report = mapReportPayloadToReport(reportPayload);
         draft.firstMonthOfFY = report.firstMonthOfFY;
         draft.bookCloseDate = report.bookCloseDate;
-        draft.lastRefreshSuccessTime =
-            reportPayload.status.last_refresh_success_time != null
-                ? date(reportPayload.status.last_refresh_success_time)
-                : undefined;
+        if (reportPayload.status.last_refresh_success_time != null) {
+            draft.lastRefreshSuccessTime = date(reportPayload.status.last_refresh_success_time);
+        }
         draft.totalOpexByVendor = combineCOABalanceGrouped(mapCOABalanceGroupedPayloadV2ToCOABalanceGrouped(reportPayload.operating_expenses, reportPayload.currency, 'month'), mapCOABalanceGroupedPayloadV2ToCOABalanceGrouped(reportPayload.operating_expenses, reportPayload.currency, 'quarter'));
         draft.summaryOpexByVendorKey = mapVendorSummaryBalances(reportPayload.operating_expenses, reportPayload.currency);
     }

package/lib/esm/view/opExByVendor/opExByVendorSelector.js

@@ -67,6 +67,7 @@ export const getOpExByVendorReport = createSelector((state) => state.opExByVendo
         filter,
         isReportGenerated: opExByVendorState.opExByVendorReportGenerated,
         lastRefreshSuccessTime: opExByVendorState.lastRefreshSuccessTime,
+        refreshStatus: opExByVendorState.refreshStatus,
         opexBalances,
         summaryBalances,
         allTimeframeTicks,

package/lib/esm/view/opExByVendor/refreshOpExByVendorReportEpic.js

@@ -0,0 +1,21 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus } from '../../responsePayload';
+import { date } from '../../zeniDayJS';
+import { refreshOpExByVendorReport, refreshOpExByVendorReportFailure, refreshOpExByVendorReportSuccess, } from './opExByVendorReducer';
+export const refreshOpExByVendorReportEpic = (actions$, _state, zeniAPI) => actions$.pipe(filter(refreshOpExByVendorReport.match), switchMap(() => {
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/reports/operating-expenses-by-vendor/refresh`)
+        .pipe(mergeMap((response) => {
+        if (response.status.code >= 200 && response.status.code < 300) {
+            const lastRefreshSuccessTime = response.status.last_refresh_success_time != null
+                ? date(response.status.last_refresh_success_time)
+                : undefined;
+            return of(refreshOpExByVendorReportSuccess({ lastRefreshSuccessTime }));
+        }
+        else {
+            return of(refreshOpExByVendorReportFailure(response.status));
+        }
+    }), catchError((error) => of(refreshOpExByVendorReportFailure(createZeniAPIStatus('Unexpected error', 'Refresh OpEx by Vendor REST API call errored out: ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/referralView/epics/sendReferralInviteEpic.js

@@ -1,5 +1,6 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { sendReferralInvite, sendReferralInviteFailure, sendReferralInviteSuccess, } from '../referralReducer';
 export const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(sendReferralInvite.match), switchMap(() => {
@@ -13,7 +14,14 @@ export const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pi
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-referrals`, invitePayload)
         .pipe(mergeMap((response) => {
         if (isSuccessStatus(response)) {
-            const actions = [sendReferralInviteSuccess()];
+            const actions = [
+                sendReferralInviteSuccess(),
+                openSnackbar({
+                    messageSection: 'referral_invite_sent',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ];
             return actions;
         }
         else {

package/lib/esm/view/referralView/referralReducer.js

@@ -4,6 +4,7 @@ import { date } from '../../zeniDayJS';
 import { toZeniUrl } from '../../zeniUrl';
 import { toReferralInvitation, } from './referralPayload';
 import { toSupportedRewardPlansType, } from './referralState';
+export const DEFAULT_REFERRER_AMOUNT = 4000;
 export const initialState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -44,7 +45,7 @@ export const initialState = {
     },
     rewardsPlan: {
         referrerAmount: {
-            amount: 0,
+            amount: DEFAULT_REFERRER_AMOUNT,
             currencyCode: 'USD',
             currencySymbol: '$',
         },
@@ -53,7 +54,7 @@ export const initialState = {
             currencyCode: 'USD',
             currencySymbol: '$',
         },
-        planName: 'PLAN_1000',
+        planName: 'PLAN_4000',
         planId: 'dummy',
         referralLink: toZeniUrl(''),
     },

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

@@ -111,7 +111,11 @@ const setupView = createSlice({
         saveSetupViewDataInLocalStore(draft, action) {
             const setupViewLocalData = action.payload;
             if (setupViewLocalData.companyDetails != null) {
-                draft.companyDetails.localData = setupViewLocalData.companyDetails;
+                const syncToken = setupViewLocalData.companyDetails.syncToken ?? draft.companyDetails.localData?.syncToken;
+                draft.companyDetails.localData = {
+                    ...setupViewLocalData.companyDetails,
+                    ...(syncToken != null ? { syncToken } : {}),
+                };
             }
             if (setupViewLocalData.primaryContactDetails != null) {
                 draft.primaryContactDetails.localData =

package/lib/esm/view/taskManager/taskDetailView/epics/saveTaskDetailEpic.js

@@ -16,8 +16,8 @@ export const saveTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(f
     // fall back to the entity's current group. For a create, use the
     // taskGroupId from the action payload.
     const localTaskGroupId = taskId != null
-        ? state.taskDetailState.editTaskStateById[taskId]?.taskDetailLocalData
-            .taskGroupId
+        ? state.taskDetailState.editTaskStateById[taskId]
+            ?.taskDetailLocalData?.taskGroupId
         : undefined;
     // Distinguish three cases (PR #3101 review):
     //  - create (taskId == null): use the action payload group.

package/lib/esm/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.js

@@ -1,5 +1,5 @@
 import { createAction } from '@reduxjs/toolkit';
-import { EMPTY, of } from 'rxjs';
+import { EMPTY } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 /**
  * Fire-and-forget action — dispatched by the task-comments UI when a comment
@@ -33,5 +33,5 @@ const handleSendCommentMentionNotification = ({ taskId, mentionedUserIds, perfor
         // non-success responses and network errors so a Slack outage
         // does not pollute the dev console for every @-mention.
         return EMPTY;
-    }), catchError(() => of()));
+    }), catchError(() => EMPTY));
 };

package/lib/esm/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -32,7 +32,7 @@ export const getTaskDetail = (state, taskId) => {
         const taskEntity = getTaskById(taskState, taskId);
         subtasks =
             taskEntity != null
-                ? getTasksByIds(taskState, taskEntity.subTasksIds)
+                ? getTasksByIds(taskState, taskEntity.subTasksIds ?? [])
                 : [];
         const fileIdsInEntity = taskEntity?.fileIds ?? [];
         if (taskEntity != null) {

package/lib/esm/view/taskManager/taskListView/taskListReducer.js

@@ -490,7 +490,9 @@ const taskList = createSlice({
         // never move between tabs on their own.
         builder.addCase(updateTasks, (draft, action) => {
             action.payload.forEach((taskPayload) => {
-                if (taskPayload.parent_task_id) {
+                // Only re-bucket parents; subtasks (parent_task_id is a non-empty
+                // string) are nested under their parent row and don't move tabs.
+                if (taskPayload.parent_task_id !== null && taskPayload.parent_task_id !== undefined && taskPayload.parent_task_id !== '') {
                     return;
                 }
                 const taskId = taskPayload.task_id;

package/lib/esm/view/transactionDetail/epics/saveTransactionDetailEpic.js

@@ -2,6 +2,7 @@ import recordGet from 'lodash/get';
 import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
+import { getIsAccountingProjectsEnabled } from '../../../entity/tenant/tenantSelector';
 import { saveTransactionDetail, updateTransactionDetail, } from '../transactionDetailReducer';
 import { getTransactionDetailKey } from '../transactionDetailState';
 import { toTransactionUpdatesFromTransactionDetailLocalData } from './saveTransactionHelper';
@@ -10,12 +11,13 @@ export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(fil
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
+    const isAccountingProjectsEnabled = getIsAccountingProjectsEnabled(state$.value);
     const key = getTransactionDetailKey(transactionId);
     const detail = recordGet(transactionDetailState.transactionDetailById, key, undefined);
     const transaction = getSupportedTransactionById(transactionState, key);
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
-        const transactionSaveUpdates = toTransactionUpdatesFromTransactionDetailLocalData(localData, transaction, isExpenseAutomationEnabled);
+        const transactionSaveUpdates = toTransactionUpdatesFromTransactionDetailLocalData(localData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled);
         fetchActions.push(updateTransactionDetail(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled));
         return from(fetchActions);
     }

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

@@ -21,7 +21,7 @@ import { isAccountUncategorized } from '../transactionDetailLocalDataHelper';
  * 4. Only difference between this and Miscategorized will be that we will
  * additionally fire “Mark as not miscat” for every point above.
  */
-export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
+export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled = false) => {
     const updates = {
         updatesByLineId: {},
     };
@@ -30,6 +30,12 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
     const isTransactionMisCategorized = 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
@@ -52,7 +58,10 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
                 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: convertCOTRecommendationsToRegular(lineItem.recommendationsWithCOT),
             };
             if (line.type === 'journal_entry_transaction_line' ||

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

@@ -19,6 +19,7 @@ import { getSupportedTransactionById } from '../../../entity/transaction/transac
 import { updateVendors } from '../../../entity/vendor/vendorReducer';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { createZeniAPIStatus, isActionNotAllowed, isSuccessResponse, } from '../../../responsePayload';
+import { getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../../entity/tenant/tenantSelector';
 import { getUncategorizedAccounts } from '../../accountList/accountListSelector';
 import { getPendingReviewLineIdsFromTransaction } from '../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { syncTransactionCategorizationFromDetailSave } from '../../expenseAutomationView/reducers/transactionsViewReducer';
@@ -27,9 +28,10 @@ import { getTransactionDetailKey, } from '../transactionDetailState';
 import { isTransactionUncategorized } from './saveTransactionHelper';
 export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionDetail.match), mergeMap((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
+    const isAccountingProjectsEnabled = 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/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking, isAccountingProjectsEnabled))
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const transactionIdResp = toTransactionID(response.data.transaction);
@@ -67,7 +69,9 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
             // then we need to skip mark-miscategorized-as-correct api call
             if (toVendorTransactionTypeStrict(response.data.transaction.transaction_type) != null ||
                 toJEAndDepositTransactionTypeStrict(response.data.transaction.transaction_type) != null) {
-                const isAnyClassMissing = checkIfClassMissingForAnyLineItem(response.data.transaction);
+                const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state$.value);
+                const isAnyClassMissing = isAccountingClassesEnabled &&
+                    checkIfClassMissingForAnyLineItem(response.data.transaction);
                 const isVendorOrCustomerMissingInAnyLine = toJEAndDepositTransactionTypeStrict(response.data.transaction.transaction_type) != null &&
                     checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
                 if ((vendorUpdates?.id == null &&
@@ -123,7 +127,7 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
         }
     }), catchError((error) => of(updateTransactionDetailSaveStatus(action.payload.transactionId, 'Error', createZeniAPIStatus('Unexpected Error', `REST API call errored out ${error}`)))));
 }));
-function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
+function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking, isAccountingProjectsEnabled) {
     const transactionDetailKey = getTransactionDetailKey(transactionId);
     const detail = getSupportedTransactionById(transactionState, transactionDetailKey);
     const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
@@ -155,7 +159,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -165,7 +169,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+export 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
@@ -226,6 +230,31 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, ven
     let basePayload;
     if (isCustomerTransaction(transaction)) {
         basePayload = 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 (isVendorTransaction(transaction)) {
         if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {

package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -12,6 +12,17 @@ export const toTransactionDetailLocalData = (transaction, defaultVendorId, uncat
     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 =
         isVendorTransaction(transaction) && vendorId != null
             ? {
@@ -423,6 +434,7 @@ export const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionD
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -527,6 +539,7 @@ export const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailL
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -572,6 +585,7 @@ export const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transa
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -729,6 +743,7 @@ export const setEntityRecommendationForLineIdInLocalData = (transaction, transac
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -782,6 +797,7 @@ export const removeEntityRecommendationForLineIdInLocalData = (transaction, tran
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -1002,6 +1018,7 @@ export const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetail
         ...initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: false,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,