@zeniai/client-epic-state 5.1.27 → 5.1.29-beta0ND

package/lib/commonPayloadTypes/payloadIdentifier.d.ts

@@ -0,0 +1,6 @@
+/**
+ * Resolves an entity identifier from a primary id and optional fallback id.
+ * Treats null and empty string as absent so JE/Deposit payloads can fall back
+ * to qbo_id uniformly across customer and vendor mappers.
+ */
+export declare const resolvePayloadIdentifier: (primaryId: string | null | undefined, fallbackId: string | null | undefined) => string | null;

package/lib/commonPayloadTypes/payloadIdentifier.js

@@ -0,0 +1,18 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.resolvePayloadIdentifier = void 0;
+/**
+ * Resolves an entity identifier from a primary id and optional fallback id.
+ * Treats null and empty string as absent so JE/Deposit payloads can fall back
+ * to qbo_id uniformly across customer and vendor mappers.
+ */
+const resolvePayloadIdentifier = (primaryId, fallbackId) => {
+    if (primaryId != null && primaryId !== '') {
+        return primaryId;
+    }
+    if (fallbackId != null && fallbackId !== '') {
+        return fallbackId;
+    }
+    return null;
+};
+exports.resolvePayloadIdentifier = resolvePayloadIdentifier;

package/lib/entity/customer/customerPayload.js

@@ -2,23 +2,14 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toCustomer = exports.toCustomerBasePayload = exports.toCustomerBase = exports.getCustomerPayloadIdentifier = void 0;
 const urlPayload_1 = require("../../commonPayloadTypes/urlPayload");
+const payloadIdentifier_1 = require("../../commonPayloadTypes/payloadIdentifier");
 const zeniDayJS_1 = require("../../zeniDayJS");
 /**
  * Resolves the effective customer identifier from a payload.
  * For JE/Deposit transactions, customer_id is null at runtime — qbo_id is the
  * actual identity.
  */
-const getCustomerPayloadIdentifier = (customer) => {
-    const cid = customer.customer_id;
-    if (cid != null && cid !== '') {
-        return cid;
-    }
-    const qid = customer.qbo_id;
-    if (qid != null && qid !== '') {
-        return qid;
-    }
-    return null;
-};
+const getCustomerPayloadIdentifier = (customer) => (0, payloadIdentifier_1.resolvePayloadIdentifier)(customer.customer_id, customer.qbo_id);
 exports.getCustomerPayloadIdentifier = getCustomerPayloadIdentifier;
 const toCustomerBase = (payload, parseOutParentName) => {
     const id = (0, exports.getCustomerPayloadIdentifier)(payload);

package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js

@@ -15,7 +15,7 @@ function buildVendorTransactionBase(payload) {
     return {
         ...transaction,
         documentId: payload.document_id,
-        vendor: payload.vendor_id != null
+        vendor: (0, vendorPayload_1.getVendorPayloadIdentifier)(payload) != null
             ? (0, vendorPayload_1.mapVendorBasePayloadToVendorBase)(payload)
             : undefined,
         paymentType: (0, paymentType_1.toPaymentTypeStrict)(payload.payment_type),

package/lib/entity/vendor/vendorPayload.d.ts

@@ -12,7 +12,7 @@ import { AttachmentPayload } from '../transaction/payloadTypes/attachmentPayload
 import { UserPayload } from '../user/userPayload';
 import { Vendor, VendorBase } from './vendorState';
 export interface VendorBasePayload {
-    vendor_id: string;
+    vendor_id: string | null;
     vendor_name: string;
     logo?: URLPayload;
     qbo_id?: string;
@@ -20,9 +20,11 @@ export interface VendorBasePayload {
 /**
  * Resolves the effective vendor identifier from a payload.
  * For JE/Deposit transactions, vendor_id is null at runtime — qbo_id is the
- * actual identity. Using nullish-coalescing (`??`) handles both cases uniformly.
+ * actual identity.
  */
 export declare const getVendorPayloadIdentifier: (vendor: VendorBasePayload) => string | null;
+/** Normalizes vendor_id to the resolved identifier when one exists. */
+export declare const normalizeVendorBasePayload: (vendor: VendorBasePayload) => VendorBasePayload;
 export declare const mapVendorBasePayloadToVendorBase: (payload: VendorBasePayload) => VendorBase;
 export declare const toVendorBasePayload: (tranVendor: VendorBase | undefined, vendorUpdates?: VendorBase) => VendorBasePayload;
 interface MatchScorePayload {

package/lib/entity/vendor/vendorPayload.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.mapVendorPayloadToVendor = exports.toVendorBasePayload = exports.mapVendorBasePayloadToVendorBase = exports.getVendorPayloadIdentifier = void 0;
+exports.mapVendorPayloadToVendor = exports.toVendorBasePayload = exports.mapVendorBasePayloadToVendorBase = exports.normalizeVendorBasePayload = exports.getVendorPayloadIdentifier = void 0;
+const payloadIdentifier_1 = require("../../commonPayloadTypes/payloadIdentifier");
 const urlPayload_1 = require("../../commonPayloadTypes/urlPayload");
 const common_1 = require("../../commonStateTypes/common");
 const zeniDayJS_1 = require("../../zeniDayJS");
@@ -11,10 +12,18 @@ const vendorType_1 = require("./vendorType");
 /**
  * Resolves the effective vendor identifier from a payload.
  * For JE/Deposit transactions, vendor_id is null at runtime — qbo_id is the
- * actual identity. Using nullish-coalescing (`??`) handles both cases uniformly.
+ * actual identity.
  */
-const getVendorPayloadIdentifier = (vendor) => vendor.vendor_id ?? vendor.qbo_id ?? null;
+const getVendorPayloadIdentifier = (vendor) => (0, payloadIdentifier_1.resolvePayloadIdentifier)(vendor.vendor_id, vendor.qbo_id);
 exports.getVendorPayloadIdentifier = getVendorPayloadIdentifier;
+/** Normalizes vendor_id to the resolved identifier when one exists. */
+const normalizeVendorBasePayload = (vendor) => {
+    const resolvedVendorId = (0, exports.getVendorPayloadIdentifier)(vendor);
+    return resolvedVendorId != null
+        ? { ...vendor, vendor_id: resolvedVendorId }
+        : vendor;
+};
+exports.normalizeVendorBasePayload = normalizeVendorBasePayload;
 const mapVendorBasePayloadToVendorBase = (payload) => {
     const id = (0, exports.getVendorPayloadIdentifier)(payload);
     if (id == null) {

package/lib/entity/vendor/vendorReducer.js

@@ -62,6 +62,9 @@ _a = vendor.actions, exports.updateVendors = _a.updateVendors, exports.removeVen
 exports.default = vendor.reducer;
 const doUpdateVendors = (draft, vendors, updateType) => {
     vendors.forEach((vendorPayload) => {
+        if ((0, vendorPayload_1.getVendorPayloadIdentifier)(vendorPayload) == null) {
+            return;
+        }
         const latestVendor = (0, vendorPayload_1.mapVendorPayloadToVendor)(vendorPayload);
         if (latestVendor.id in draft && updateType === 'merge') {
             (0, assignWith_1.default)(draft[latestVendor.id], latestVendor, (objValue, srcValue) => Boolean(srcValue) === false ? objValue : srcValue); // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!);

package/lib/esm/commonPayloadTypes/payloadIdentifier.js

@@ -0,0 +1,14 @@
+/**
+ * Resolves an entity identifier from a primary id and optional fallback id.
+ * Treats null and empty string as absent so JE/Deposit payloads can fall back
+ * to qbo_id uniformly across customer and vendor mappers.
+ */
+export const resolvePayloadIdentifier = (primaryId, fallbackId) => {
+    if (primaryId != null && primaryId !== '') {
+        return primaryId;
+    }
+    if (fallbackId != null && fallbackId !== '') {
+        return fallbackId;
+    }
+    return null;
+};

package/lib/esm/entity/customer/customerPayload.js

@@ -1,21 +1,12 @@
 import { toURL } from '../../commonPayloadTypes/urlPayload';
+import { resolvePayloadIdentifier } from '../../commonPayloadTypes/payloadIdentifier';
 import { date } from '../../zeniDayJS';
 /**
  * Resolves the effective customer identifier from a payload.
  * For JE/Deposit transactions, customer_id is null at runtime — qbo_id is the
  * actual identity.
  */
-export const getCustomerPayloadIdentifier = (customer) => {
-    const cid = customer.customer_id;
-    if (cid != null && cid !== '') {
-        return cid;
-    }
-    const qid = customer.qbo_id;
-    if (qid != null && qid !== '') {
-        return qid;
-    }
-    return null;
-};
+export const getCustomerPayloadIdentifier = (customer) => resolvePayloadIdentifier(customer.customer_id, customer.qbo_id);
 export const toCustomerBase = (payload, parseOutParentName) => {
     const id = getCustomerPayloadIdentifier(payload);
     if (id == null) {

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

@@ -1,7 +1,7 @@
 import { toAmountWC } from '../../../commonStateTypes/amount';
 import { date as zeniDate } from '../../../zeniDayJS';
 import { toCustomerBase, toCustomerBasePayload, } from '../../customer/customerPayload';
-import { mapVendorBasePayloadToVendorBase, toVendorBasePayload, } from '../../vendor/vendorPayload';
+import { getVendorPayloadIdentifier, mapVendorBasePayloadToVendorBase, toVendorBasePayload, } from '../../vendor/vendorPayload';
 import { toPaymentTypeStrict } from '../stateTypes/paymentType';
 import { toVendorTransactionTypeStrict } from '../stateTypes/transactionType';
 import { toTransaction, toTransactionPayload, } from './transactionPayload';
@@ -11,7 +11,7 @@ function buildVendorTransactionBase(payload) {
     return {
         ...transaction,
         documentId: payload.document_id,
-        vendor: payload.vendor_id != null
+        vendor: getVendorPayloadIdentifier(payload) != null
             ? mapVendorBasePayloadToVendorBase(payload)
             : undefined,
         paymentType: toPaymentTypeStrict(payload.payment_type),

package/lib/esm/entity/vendor/vendorPayload.js

@@ -1,3 +1,4 @@
+import { resolvePayloadIdentifier } from '../../commonPayloadTypes/payloadIdentifier';
 import { toURL } from '../../commonPayloadTypes/urlPayload';
 import { toCompletionStatusType } from '../../commonStateTypes/common';
 import { date, dateNow } from '../../zeniDayJS';
@@ -8,9 +9,16 @@ import { toTinType } from './vendorType';
 /**
  * Resolves the effective vendor identifier from a payload.
  * For JE/Deposit transactions, vendor_id is null at runtime — qbo_id is the
- * actual identity. Using nullish-coalescing (`??`) handles both cases uniformly.
+ * actual identity.
  */
-export const getVendorPayloadIdentifier = (vendor) => vendor.vendor_id ?? vendor.qbo_id ?? null;
+export const getVendorPayloadIdentifier = (vendor) => resolvePayloadIdentifier(vendor.vendor_id, vendor.qbo_id);
+/** Normalizes vendor_id to the resolved identifier when one exists. */
+export const normalizeVendorBasePayload = (vendor) => {
+    const resolvedVendorId = getVendorPayloadIdentifier(vendor);
+    return resolvedVendorId != null
+        ? { ...vendor, vendor_id: resolvedVendorId }
+        : vendor;
+};
 export const mapVendorBasePayloadToVendorBase = (payload) => {
     const id = getVendorPayloadIdentifier(payload);
     if (id == null) {

package/lib/esm/entity/vendor/vendorReducer.js

@@ -1,6 +1,6 @@
 import { createSlice } from '@reduxjs/toolkit';
 import assignWith from 'lodash/assignWith';
-import { mapVendorPayloadToVendor, } from './vendorPayload';
+import { getVendorPayloadIdentifier, mapVendorPayloadToVendor, } from './vendorPayload';
 export const initialState = {
     vendorByID: {},
 };
@@ -55,6 +55,9 @@ export const { updateVendors, removeVendor, updateVendorSpendTrend, clearAllVend
 export default vendor.reducer;
 const doUpdateVendors = (draft, vendors, updateType) => {
     vendors.forEach((vendorPayload) => {
+        if (getVendorPayloadIdentifier(vendorPayload) == null) {
+            return;
+        }
         const latestVendor = mapVendorPayloadToVendor(vendorPayload);
         if (latestVendor.id in draft && updateType === 'merge') {
             assignWith(draft[latestVendor.id], latestVendor, (objValue, srcValue) => Boolean(srcValue) === false ? objValue : srcValue); // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!);

package/lib/esm/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.js

@@ -90,6 +90,8 @@ const transactionVendorView = createSlice({
                 };
             }
             else {
+                // Legacy empty-string key from pre-resolution vendor id writes.
+                delete draft.editVendorStateById[''];
                 if (draft.editVendorStateById[vendorId] != null) {
                     draft.editVendorStateById[vendorId].vendorDetailLocalData = {
                         ...initialVendorDetailLocalData,

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/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/transactionDetail/epics/markTransactionAsNotMiscategorizedEpic.js

@@ -9,10 +9,36 @@ import { updateStatusForTransactionNotMiscategorizedUpdateForCategorization, upd
 import { markTransactionAsNotMiscategorized, updateStatusConsolidatedSaveTransactionDetail, updateStatusForTransactionNotMiscategorizedUpdate, } from '../transactionDetailReducer';
 import { getTransactionDetailKey } from '../transactionDetailState';
 export const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(markTransactionAsNotMiscategorized.match), mergeMap((action) => {
+    // Expense-automation customers must be marked review-complete through the
+    // same endpoint the categorization list uses; mark-miscategorized-as-correct
+    // does not move their lines out of review. Mirror the list flow by reviewing
+    // the transaction's categorizable line ids (updatesByLineId).
+    const { url, body } = action.payload.isExpenseAutomationEnabled === true
+        ? {
+            url: `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/mark-as-reviewed`,
+            body: {
+                transactions_reviewed: [
+                    {
+                        transaction_id: action.payload.transactionId.id,
+                        line_ids: Object.keys(action.payload.transactionSaveUpdates.updates
+                            ?.updatesByLineId ?? {}),
+                    },
+                ],
+            },
+        }
+        : {
+            url: `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`,
+            body: preparePayload(action.payload.transactionId),
+        };
     return zeniAPI
-        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`, preparePayload(action.payload.transactionId))
+        .putAndGetJSON(url, body)
         .pipe(mergeMap((response) => {
-        if (isSuccessStatus(response)) {
+        // mark-as-reviewed can return 200 while still listing this
+        // transaction under transactions_reviewed_failed; don't clear it then.
+        const reviewedFailedForExpenseAutomation = action.payload.isExpenseAutomationEnabled === true &&
+            (response.data?.transactions_reviewed_failed ?? []).some((reviewed) => reviewed.transaction_id === action.payload.transactionId.id);
+        if (isSuccessStatus(response) &&
+            !reviewedFailedForExpenseAutomation) {
             const actions = [];
             actions.push(updateStatusForTransactionNotMiscategorizedUpdate(action.payload.transactionId, 'Completed', undefined));
             const transactionKey = getTransactionDetailKey(action.payload.transactionId);

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

@@ -6,7 +6,7 @@ import { toTransaction, } from '../../../entity/transaction/payloadTypes/transac
 import { toVendorTransactionTypeStrict } from '../../../entity/transaction/stateTypes/transactionType';
 import { removeTransaction, updateTransaction, } from '../../../entity/transaction/transactionReducer';
 import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
-import { mapVendorPayloadToVendor } from '../../../entity/vendor/vendorPayload';
+import { mapVendorPayloadToVendor, getVendorPayloadIdentifier, normalizeVendorBasePayload } from '../../../entity/vendor/vendorPayload';
 import { updateVendors } from '../../../entity/vendor/vendorReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchAccountList } from '../../accountList/accountListReducer';
@@ -56,11 +56,11 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
                 const transcationId = toTransactionID(response.data.transaction);
                 const responseData = {
                     ...response.data,
-                    vendors: response.data.vendors?.map((vendor) => ({
-                        ...vendor,
-                        vendor_id: vendor.qbo_id ?? vendor.vendor_id,
-                    })) ?? [],
+                    vendors: response.data.vendors?.map((vendor) => normalizeVendorBasePayload(vendor)) ?? [],
                 };
+                const resolvedVendorId = responseData.vendors.length > 0
+                    ? getVendorPayloadIdentifier(responseData.vendors[0])
+                    : null;
                 if (responseData.vendors.length > 0) {
                     updateActions.push(updateVendors(responseData.vendors, 'merge'));
                 }
@@ -68,15 +68,16 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
                 updateActions.push(updateTransaction(transactionDetailKeyForResponse, responseData.transaction));
                 updateActions.push(initializeTransactionDetailLocalData({
                     transactionId: transcationId,
-                    vendorId: responseData.vendors[0]?.vendor_id,
+                    vendorId: resolvedVendorId ?? undefined,
                 }));
                 updateActions.push(updateTransactionDetailFetchState(transcationId, 'Completed'));
                 // IMPORTANT: Fetch linked transactions..
                 updateActions.push(...getAllFetchLinkedTransactionDetailActions(responseData.transaction, state$.value));
-                if (responseData.vendors.length > 0) {
+                if (resolvedVendorId != null) {
+                    const vendorPayload = responseData.vendors[0];
                     updateActions.push(updateTransactionVendorLocalData({
-                        vendorId: responseData.vendors[0].vendor_id,
-                        localData: getInitializedTransactionVendorLocalData(mapVendorPayloadToVendor(responseData.vendors[0])),
+                        vendorId: resolvedVendorId,
+                        localData: getInitializedTransactionVendorLocalData(mapVendorPayloadToVendor(vendorPayload)),
                     }));
                 }
                 // If vendor transaction, fetch owners list

package/lib/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.js

@@ -94,6 +94,8 @@ const transactionVendorView = (0, toolkit_1.createSlice)({
                 };
             }
             else {
+                // Legacy empty-string key from pre-resolution vendor id writes.
+                delete draft.editVendorStateById[''];
                 if (draft.editVendorStateById[vendorId] != null) {
                     draft.editVendorStateById[vendorId].vendorDetailLocalData = {
                         ...exports.initialVendorDetailLocalData,

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

@@ -116,32 +116,20 @@ const getSelectedProducts = (isDebitCardFlagEnabled, tenant) => {
     const isBookkeepingEnabled = (0, tenantSelector_1.isTenantBookkeepingEnabled)(tenant);
     const isOtherProductsEnabled = (0, tenantSelector_1.isOtherProductsEnabledForTenant)(tenant);
     const isCardsEnabled = (0, tenantSelector_1.isTenantCardsOnly)(tenant);
-    const isTreasuryEnabled = (0, tenantSelector_1.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/view/onboardingView/cockpitView/onboardingCockpitViewPayload.js

@@ -51,9 +51,9 @@ const toOnboardingCustomerPayload = (onboardingCustomer, sendInvite, company, te
             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/view/referralView/epics/sendReferralInviteEpic.js

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.sendReferralInviteEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const referralReducer_1 = require("../referralReducer");
 const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(referralReducer_1.sendReferralInvite.match), (0, operators_1.switchMap)(() => {
@@ -16,7 +17,14 @@ const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe((0,
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-referrals`, invitePayload)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessStatus)(response)) {
-            const actions = [(0, referralReducer_1.sendReferralInviteSuccess)()];
+            const actions = [
+                (0, referralReducer_1.sendReferralInviteSuccess)(),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'referral_invite_sent',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ];
             return actions;
         }
         else {

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

@@ -12,10 +12,36 @@ const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.markTransactionAsNotMiscategorized.match), (0, operators_1.mergeMap)((action) => {
+    // Expense-automation customers must be marked review-complete through the
+    // same endpoint the categorization list uses; mark-miscategorized-as-correct
+    // does not move their lines out of review. Mirror the list flow by reviewing
+    // the transaction's categorizable line ids (updatesByLineId).
+    const { url, body } = action.payload.isExpenseAutomationEnabled === true
+        ? {
+            url: `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/mark-as-reviewed`,
+            body: {
+                transactions_reviewed: [
+                    {
+                        transaction_id: action.payload.transactionId.id,
+                        line_ids: Object.keys(action.payload.transactionSaveUpdates.updates
+                            ?.updatesByLineId ?? {}),
+                    },
+                ],
+            },
+        }
+        : {
+            url: `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`,
+            body: preparePayload(action.payload.transactionId),
+        };
     return zeniAPI
-        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`, preparePayload(action.payload.transactionId))
+        .putAndGetJSON(url, body)
         .pipe((0, operators_1.mergeMap)((response) => {
-        if ((0, responsePayload_1.isSuccessStatus)(response)) {
+        // mark-as-reviewed can return 200 while still listing this
+        // transaction under transactions_reviewed_failed; don't clear it then.
+        const reviewedFailedForExpenseAutomation = action.payload.isExpenseAutomationEnabled === true &&
+            (response.data?.transactions_reviewed_failed ?? []).some((reviewed) => reviewed.transaction_id === action.payload.transactionId.id);
+        if ((0, responsePayload_1.isSuccessStatus)(response) &&
+            !reviewedFailedForExpenseAutomation) {
             const actions = [];
             actions.push((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Completed', undefined));
             const transactionKey = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);

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

@@ -62,11 +62,11 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                 const transcationId = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
                 const responseData = {
                     ...response.data,
-                    vendors: response.data.vendors?.map((vendor) => ({
-                        ...vendor,
-                        vendor_id: vendor.qbo_id ?? vendor.vendor_id,
-                    })) ?? [],
+                    vendors: response.data.vendors?.map((vendor) => (0, vendorPayload_1.normalizeVendorBasePayload)(vendor)) ?? [],
                 };
+                const resolvedVendorId = responseData.vendors.length > 0
+                    ? (0, vendorPayload_1.getVendorPayloadIdentifier)(responseData.vendors[0])
+                    : null;
                 if (responseData.vendors.length > 0) {
                     updateActions.push((0, vendorReducer_1.updateVendors)(responseData.vendors, 'merge'));
                 }
@@ -74,15 +74,16 @@ const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                 updateActions.push((0, transactionReducer_1.updateTransaction)(transactionDetailKeyForResponse, responseData.transaction));
                 updateActions.push((0, transactionDetailReducer_1.initializeTransactionDetailLocalData)({
                     transactionId: transcationId,
-                    vendorId: responseData.vendors[0]?.vendor_id,
+                    vendorId: resolvedVendorId ?? undefined,
                 }));
                 updateActions.push((0, transactionDetailReducer_1.updateTransactionDetailFetchState)(transcationId, 'Completed'));
                 // IMPORTANT: Fetch linked transactions..
                 updateActions.push(...getAllFetchLinkedTransactionDetailActions(responseData.transaction, state$.value));
-                if (responseData.vendors.length > 0) {
+                if (resolvedVendorId != null) {
+                    const vendorPayload = responseData.vendors[0];
                     updateActions.push((0, transactionVendorViewReducer_1.updateTransactionVendorLocalData)({
-                        vendorId: responseData.vendors[0].vendor_id,
-                        localData: (0, transactionVendorLocalDataHelper_1.getInitializedTransactionVendorLocalData)((0, vendorPayload_1.mapVendorPayloadToVendor)(responseData.vendors[0])),
+                        vendorId: resolvedVendorId,
+                        localData: (0, transactionVendorLocalDataHelper_1.getInitializedTransactionVendorLocalData)((0, vendorPayload_1.mapVendorPayloadToVendor)(vendorPayload)),
                     }));
                 }
                 // If vendor transaction, fetch owners list

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.27",
+  "version": "5.1.29-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/__testHelpers__/apiFailure.json

@@ -1,6 +0,0 @@
-{
-    "status": {
-        "message": "Internal server error",
-        "code": 500
-    }
-}

package/lib/entity/vendor/__mocks__/vendorMock.d.ts

@@ -1,7 +0,0 @@
-import { ID } from '../../../commonStateTypes/common';
-import { VendorPayload } from '../vendorPayload';
-import { VendorState } from '../vendorState';
-export declare const vendorPaylod: VendorPayload[];
-export declare const vendorStateWithVendors: VendorState;
-export declare const vendorIdToBeRemoved: ID;
-export declare const vendorStateAfterRemoval: VendorState;