@zeniai/client-epic-state 5.1.3-betaAS1 → 5.1.3-betaVR1

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
+exports.toClearApplyToEmpty = exports.toApplyFieldToEmptyLines = exports.toSetLastEditedFieldForApplyToEmpty = exports.isLineFieldEmpty = exports.hasTransactionLocalDataChanges = exports.isAnyItemWithUncategorizedExpenseAccount = exports.getSnackbarMessageForTransactionReview = exports.mergeTabSpecificLineItems = exports.getLineItemsByTransactionIdsFromLocalData = exports.getLineItemsByTransactionsIdsFromResponse = exports.checkIfAllLineItemsAreCategoryClassFilled = exports.setEntityRecommendationForLineIdInLocalData = exports.toSetAllLineItemsToCategoryClass = exports.toTransactionDetailLocalData = exports.shouldAutoSelectAndAdd = exports.MAX_SELECTION_LIMIT = exports.filterAutoTabLineItems = exports.removeTransactionFromTabView = exports.getPendingReviewLineIdsFromTransaction = void 0;
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailLocalDataHelper_1 = require("../../transactionDetail/transactionDetailLocalDataHelper");
 const transactionDetailLocalDataHelper_2 = require("../../transactionDetail/transactionDetailLocalDataHelper");
@@ -781,3 +781,207 @@ const hasTransactionLocalDataChanges = (transaction, transactionReviewLocalData)
     return false;
 };
 exports.hasTransactionLocalDataChanges = hasTransactionLocalDataChanges;
+// =========================================================================
+// Apply-to-Empty-Lines helpers
+//
+// Drives the contextual "Apply <value> to <count> empty <field>" banner on
+// the Transaction Categorization List page (Pending Review tab). The banner
+// triggers when the user fills in Category / Class / per-line Vendor on one
+// line of a multi-line transaction; the helpers below compute which sibling
+// lines are eligible (per-field, INDEPENDENT) and mutate only that field
+// when the user clicks Apply.
+//
+// Empty-field detection mirrors the existing categorization auto-fill rules:
+//   - Category empty when `account.qboId == null` OR the account is one of
+//     the company's uncategorized accounts.
+//   - Class empty when `class.qboId == null` AND `class.classId == null`.
+//   - Vendor empty when the line carries no `lineEntity` / `vendor` /
+//     `customer`. Only `journal_entry` / `deposit` transactions surface
+//     a per-line vendor — for other transaction types vendor is
+//     transaction-level and the banner is not offered.
+// =========================================================================
+const PER_LINE_VENDOR_TRANSACTION_TYPES = [
+    'journal_entry',
+    'deposit',
+];
+/**
+ * Returns true iff the *specific field* is empty on this line. The three
+ * fields are evaluated INDEPENDENTLY — eligibility for a Category Apply
+ * depends solely on the line's category emptiness, irrespective of class
+ * / vendor on the same line.
+ */
+const isLineFieldEmpty = (line, field, transactionType, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled = false) => {
+    switch (field) {
+        case 'category': {
+            const categoryId = line.account?.qboId ?? line.account?.accountId;
+            if (categoryId == null) {
+                return true;
+            }
+            if (uncategorizedAccounts == null) {
+                return false;
+            }
+            return (0, transactionDetailLocalDataHelper_2.isAccountUncategorized)(uncategorizedAccounts, categoryId, isUncategorizedExpenseCategoryEnabled === true ? ['income'] : undefined);
+        }
+        case 'class': {
+            // Class has no separate "uncategorized" concept — empty iff both
+            // candidate ids are missing. Mirrors the existing auto-fill check
+            // at L564 above (`record.class?.qboId == null`) plus the legacy
+            // detail-page emptiness convention (qboId OR classId).
+            return line.class?.qboId == null && line.class?.classId == null;
+        }
+        case 'vendor': {
+            if (transactionType == null ||
+                PER_LINE_VENDOR_TRANSACTION_TYPES.includes(transactionType) === false) {
+                // Vendor is transaction-scoped (header) for non-JE / non-deposit
+                // transactions, so per-line vendor emptiness is meaningless and
+                // we never offer the Apply banner there.
+                return false;
+            }
+            return (line.lineEntity == null && line.vendor == null && line.customer == null);
+        }
+        default:
+            return false;
+    }
+};
+exports.isLineFieldEmpty = isLineFieldEmpty;
+/**
+ * Computes the eligible empty-line ids for a given field+transaction.
+ * Excludes the source line (the one the user edited) since the user
+ * already filled THAT line — the banner is about propagating to siblings.
+ */
+const computeEligibleEmptyLineIds = (localData, field, sourceLineId, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled = false) => {
+    const eligibleIds = [];
+    for (const lineId of localData.sortedLineItems) {
+        if (lineId === sourceLineId) {
+            continue;
+        }
+        const line = localData.lineItemById[lineId];
+        if (line == null) {
+            continue;
+        }
+        if ((0, exports.isLineFieldEmpty)(line, field, localData.transactionType, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled)) {
+            eligibleIds.push(lineId);
+        }
+    }
+    return eligibleIds;
+};
+/**
+ * Replaces (not merges) the apply-to-empty banner state on the local
+ * data. Called by the categorization watch handler whenever the user
+ * changes Category / Class / per-line Vendor on a line. Returns a fresh
+ * copy of the local data; if no sibling lines have the corresponding
+ * field empty, the banner is hidden by leaving `applyToEmptyState` null.
+ */
+const toSetLastEditedFieldForApplyToEmpty = (transactionLocalData, field, sourceLineId, value, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled = false) => {
+    const eligibleEmptyLineIds = computeEligibleEmptyLineIds(transactionLocalData, field, sourceLineId, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled);
+    if (eligibleEmptyLineIds.length === 0) {
+        // No siblings to fill — drop any prior banner so we don't leave a
+        // stale proposal up.
+        return {
+            ...transactionLocalData,
+            applyToEmptyState: null,
+        };
+    }
+    const next = {
+        field,
+        sourceLineId,
+        valueLabel: value.valueLabel,
+        eligibleEmptyLineIds,
+        account: value.account,
+        classBase: value.classBase,
+        entity: value.entity,
+    };
+    return {
+        ...transactionLocalData,
+        applyToEmptyState: next,
+    };
+};
+exports.toSetLastEditedFieldForApplyToEmpty = toSetLastEditedFieldForApplyToEmpty;
+/**
+ * Mutates ONLY the banner's field on each line whose field is currently
+ * empty (re-checked against live state). Other lines and other fields are
+ * untouched. Mirrors the per-field, INDEPENDENT rule from the PRD.
+ *
+ * After applying, the banner state is cleared. Returns a fresh copy of
+ * the local data.
+ */
+const toApplyFieldToEmptyLines = (transactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled = false) => {
+    const state = transactionLocalData.applyToEmptyState;
+    if (state == null) {
+        return transactionLocalData;
+    }
+    const newLineItems = {};
+    for (const lineId of transactionLocalData.sortedLineItems) {
+        const line = transactionLocalData.lineItemById[lineId];
+        if (line == null) {
+            continue;
+        }
+        // Re-check emptiness against the current line state — the user could
+        // have manually filled some of these in between the set and apply.
+        if (lineId !== state.sourceLineId &&
+            state.eligibleEmptyLineIds.includes(lineId) &&
+            (0, exports.isLineFieldEmpty)(line, state.field, transactionLocalData.transactionType, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled)) {
+            const updated = { ...line };
+            switch (state.field) {
+                case 'category':
+                    if (state.account != null) {
+                        updated.account = state.account;
+                    }
+                    break;
+                case 'class':
+                    if (state.classBase != null) {
+                        updated.class = state.classBase;
+                    }
+                    break;
+                case 'vendor':
+                    if (state.entity != null) {
+                        updated.lineEntity = state.entity;
+                        // Mirror the legacy split-by-type behavior (see
+                        // `setEntityRecommendationForLineIdInLocalData` -> entity
+                        // shape). Keep `vendor` / `customer` legs in sync so
+                        // downstream save flows that read either side stay correct.
+                        if (state.entity.type === 'vendor') {
+                            // VendorBase has {id, name, logo?} — no qboId field.
+                            updated.vendor = {
+                                id: state.entity.id,
+                                name: state.entity.name,
+                                logo: state.entity.logo,
+                            };
+                            updated.customer = undefined;
+                        }
+                        else if (state.entity.type === 'customer') {
+                            updated.customer = {
+                                id: state.entity.id,
+                                name: state.entity.name,
+                                logo: state.entity.logo,
+                                qboId: state.entity.qboId,
+                            };
+                            updated.vendor = undefined;
+                        }
+                    }
+                    break;
+                default:
+                    break;
+            }
+            newLineItems[lineId] = updated;
+        }
+        else {
+            newLineItems[lineId] = line;
+        }
+    }
+    return {
+        ...transactionLocalData,
+        lineItemById: newLineItems,
+        applyToEmptyState: null,
+    };
+};
+exports.toApplyFieldToEmptyLines = toApplyFieldToEmptyLines;
+/**
+ * Clears the apply-to-empty banner state. Used by Dismiss as well as on
+ * save / discard / transaction-context-change.
+ */
+const toClearApplyToEmpty = (transactionLocalData) => ({
+    ...transactionLocalData,
+    applyToEmptyState: null,
+});
+exports.toClearApplyToEmpty = toClearApplyToEmpty;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -14,7 +14,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { TransactionFilters } from '../transactionFilterHelpers';
-import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
+import { ApplyToEmptyFieldType, SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
@@ -197,6 +197,32 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedTab: "review" | "autoCategorized";
     transactionPayload: SupportedTransactionPayload;
     updateType: UpdateType;
-}, "expenseAutomationTransactionsView/uploadTransactionCategorizationReceiptSuccess", never, never>;
+}, "expenseAutomationTransactionsView/uploadTransactionCategorizationReceiptSuccess", never, never>, setLastEditedFieldForApplyToEmptyForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, field: ApplyToEmptyFieldType, sourceLineId: string, value: {
+    valueLabel: string;
+    account?: AccountBase;
+    classBase?: ClassBase;
+    entity?: Entity;
+}, uncategorizedAccounts?: UncategorizedAccounts | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: string;
+    field: ApplyToEmptyFieldType;
+    sourceLineId: string;
+    value: {
+        valueLabel: string;
+        account?: AccountBase;
+        classBase?: ClassBase;
+        entity?: Entity;
+    };
+    uncategorizedAccounts: UncategorizedAccounts | undefined;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "expenseAutomationTransactionsView/setLastEditedFieldForApplyToEmptyForCategorization", never, never>, applyFieldToEmptyLinesForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, uncategorizedAccounts?: UncategorizedAccounts | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: string;
+    uncategorizedAccounts: UncategorizedAccounts | undefined;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "expenseAutomationTransactionsView/applyFieldToEmptyLinesForCategorization", never, never>, clearLastEditedFieldForApplyToEmptyForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: string;
+}, "expenseAutomationTransactionsView/clearLastEditedFieldForApplyToEmptyForCategorization", never, never>;
 declare const _default: import("redux").Reducer<TransactionsViewState>;
 export default _default;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.clearLastEditedFieldForApplyToEmptyForCategorization = exports.applyFieldToEmptyLinesForCategorization = exports.setLastEditedFieldForApplyToEmptyForCategorization = exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -1059,7 +1059,101 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
         },
+        /**
+         * Records the user's most-recent Category / Class / per-line Vendor
+         * edit on a multi-line transaction, computes the sibling lines whose
+         * SAME field is currently empty, and stores the result on
+         * `applyToEmptyState`. The categorization list row reads that state
+         * to render the "Apply <value> to <count> empty <field>" banner.
+         */
+        setLastEditedFieldForApplyToEmptyForCategorization: {
+            prepare(selectedTab, transactionId, field, sourceLineId, value, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        selectedTab,
+                        transactionId,
+                        field,
+                        sourceLineId,
+                        value,
+                        uncategorizedAccounts,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { selectedTab, transactionId, field, sourceLineId, value, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                const next = (0, transactionCategorizationLocalDataHelper_1.toSetLastEditedFieldForApplyToEmpty)(transactionLocalData.transactionReviewLocalData, field, sourceLineId, value, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled);
+                draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transactionId] = {
+                    transactionId,
+                    transactionReviewLocalData: next,
+                };
+            },
+        },
+        /**
+         * Applies the value tracked in `applyToEmptyState` to the eligible
+         * empty lines (re-checked at apply time) and clears the banner. Only
+         * the banner's field is mutated — every other field on those lines
+         * is preserved.
+         */
+        applyFieldToEmptyLinesForCategorization: {
+            prepare(selectedTab, transactionId, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled) {
+                return {
+                    payload: {
+                        selectedTab,
+                        transactionId,
+                        uncategorizedAccounts,
+                        isUncategorizedExpenseCategoryEnabled,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { selectedTab, transactionId, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                const next = (0, transactionCategorizationLocalDataHelper_1.toApplyFieldToEmptyLines)(transactionLocalData.transactionReviewLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled);
+                draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transactionId] = {
+                    transactionId,
+                    transactionReviewLocalData: next,
+                };
+                // Mark the transaction dirty so the existing Save flow picks up
+                // the propagated edits.
+                const dirtyIds = draft.transactionCategorizationView[selectedTab]
+                    .transactionIdsWithUnsavedData;
+                if (dirtyIds.includes(transactionId) === false) {
+                    dirtyIds.push(transactionId);
+                }
+            },
+        },
+        /**
+         * Clears the apply-to-empty banner state. Used by Dismiss and any
+         * transaction-context change (save / discard / unmount).
+         */
+        clearLastEditedFieldForApplyToEmptyForCategorization: {
+            prepare(selectedTab, transactionId) {
+                return { payload: { selectedTab, transactionId } };
+            },
+            reducer(draft, action) {
+                const { selectedTab, transactionId } = action.payload;
+                const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transactionId] = {
+                    transactionId,
+                    transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.toClearApplyToEmpty)(transactionLocalData.transactionReviewLocalData),
+                };
+            },
+        },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess, exports.setLastEditedFieldForApplyToEmptyForCategorization = _a.setLastEditedFieldForApplyToEmptyForCategorization, exports.applyFieldToEmptyLinesForCategorization = _a.applyFieldToEmptyLinesForCategorization, exports.clearLastEditedFieldForApplyToEmptyForCategorization = _a.clearLastEditedFieldForApplyToEmptyForCategorization;
 exports.default = expenseAutomationTransactionsView.reducer;

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -64,10 +64,49 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
     selectedEntityLine?: Entity;
     vendor?: VendorBase;
 }
+/**
+ * Field types eligible for the "Apply to Empty Lines" banner on the
+ * Transaction Categorization List page. Mirrors PRD scope: Category,
+ * Class, Vendor — Project is intentionally excluded (matches the
+ * existing categorization auto-fill which also skips Project).
+ */
+export type ApplyToEmptyFieldType = 'category' | 'class' | 'vendor';
+/**
+ * State driving the contextual "Apply <value> to <count> empty <field>
+ * fields" banner under a multi-line transaction in the categorization
+ * list. Populated by the watch handler whenever the user changes
+ * Category / Class / per-line Vendor; cleared on Apply / Dismiss / save.
+ *
+ * `eligibleEmptyLineIds` is recomputed on every set so the count in the
+ * banner copy stays in sync with the line item state. `field` identifies
+ * which of the three fields was edited; emptiness is evaluated
+ * INDEPENDENTLY per field (a line is eligible for a Category Apply iff
+ * its Category is empty, irrespective of Class / Vendor).
+ */
+export interface ApplyToEmptyState {
+    eligibleEmptyLineIds: ID[];
+    field: ApplyToEmptyFieldType;
+    /** Display label for the value (e.g. "Fixed Assets - Computer"). */
+    valueLabel: string;
+    /** id of the line that triggered the banner (the user-edited line). */
+    sourceLineId?: ID;
+    /** Account selected by the user (category Apply). */
+    account?: AccountBase;
+    /** Class selected by the user (class Apply). */
+    classBase?: ClassBase;
+    /** Entity selected by the user (per-line vendor Apply, JE/deposit). */
+    entity?: Entity;
+}
 export interface TransactionReviewLocalData {
     lineItemById: Record<ID, TransactionCategorizationLineItemData>;
     sortedLineItems: ID[];
     tabSpecificLineItems: TabSpecificLineItems;
+    /**
+     * Transient banner state for the "Apply to Empty Lines" CTA. `null` /
+     * undefined means "no banner". Replaced (not merged) on every new edit
+     * so only the latest value-change is offered for propagation.
+     */
+    applyToEmptyState?: ApplyToEmptyState | null;
     customer?: CustomerBase;
     customerDetails?: {
         id: ID;

package/lib/view/spendManagement/billPay/internationalWireVerification/epics/fetchIntlVerificationFormEpic.d.ts

@@ -2,6 +2,6 @@ import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
-import { fetchInternationalVerificationForm, updateInternationalVerificationForm, updateVerificationFormFailure, updateVerificationFormLocalData } from '../internationalWireVerificationReducer';
-export type ActionType = ReturnType<typeof fetchInternationalVerificationForm> | ReturnType<typeof updateInternationalVerificationForm> | ReturnType<typeof updateVerificationFormFailure> | ReturnType<typeof updateVerificationFormLocalData>;
-export declare const fetchIntlVerificationFormEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
+import { fetchInternationalVerificationForm, initializeIntlVerificationForm, updateInternationalVerificationForm, updateVerificationFormFailure } from '../internationalWireVerificationReducer';
+export type ActionType = ReturnType<typeof fetchInternationalVerificationForm> | ReturnType<typeof updateInternationalVerificationForm> | ReturnType<typeof updateVerificationFormFailure> | ReturnType<typeof initializeIntlVerificationForm>;
+export declare const fetchIntlVerificationFormEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/spendManagement/billPay/internationalWireVerification/epics/fetchIntlVerificationFormEpic.js

@@ -4,9 +4,8 @@ exports.fetchIntlVerificationFormEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../../../responsePayload");
-const internationalWireOnboardingDetailsToLocalData_1 = require("../internationalWireOnboardingDetailsToLocalData");
 const internationalWireVerificationReducer_1 = require("../internationalWireVerificationReducer");
-const fetchIntlVerificationFormEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(internationalWireVerificationReducer_1.fetchInternationalVerificationForm.match), (0, operators_1.switchMap)((action) => {
+const fetchIntlVerificationFormEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(internationalWireVerificationReducer_1.fetchInternationalVerificationForm.match), (0, operators_1.switchMap)((action) => {
     const query = {
         region: 'US',
         legal_type: 'BUSINESS',
@@ -15,14 +14,11 @@ const fetchIntlVerificationFormEpic = (actions$, state$, zeniAPI) => actions$.pi
         .getJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding-fields?query=${encodeURIComponent(JSON.stringify(query))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-            const onboardingDataFromCompanyInfo = state$.value.companyState.companiesById[action.payload.companyId]
-                ?.companyBillPayInfo?.internationalWireOnboardingDetails;
-            const localData = (0, internationalWireOnboardingDetailsToLocalData_1.toVerificationFormLocalDataFromOnboardingDetails)(onboardingDataFromCompanyInfo, response.data.labels);
             return (0, rxjs_1.from)([
                 (0, internationalWireVerificationReducer_1.updateInternationalVerificationForm)({
                     internationalWireFormPayload: response.data.labels,
                 }),
-                (0, internationalWireVerificationReducer_1.updateVerificationFormLocalData)(localData),
+                (0, internationalWireVerificationReducer_1.initializeIntlVerificationForm)(action.payload.companyId, response.data.labels),
             ]);
         }
         else {

package/lib/view/spendManagement/billPay/internationalWireVerification/epics/initializeIntlVerificationFormEpic.d.ts

@@ -1,7 +1,6 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { RootState } from '../../../../../reducer';
-import { fetchBillPaySetupViewSuccess } from '../../billPaySetupView/billPaySetupViewReducer';
 import { initializeIntlVerificationForm, updateVerificationFormLocalData } from '../internationalWireVerificationReducer';
 export type ActionType = ReturnType<typeof updateVerificationFormLocalData> | ReturnType<typeof initializeIntlVerificationForm>;
-export declare const initializeIntlVerificationFormEpic: (actions$: ActionsObservable<ActionType | ReturnType<typeof fetchBillPaySetupViewSuccess>>, state$: StateObservable<RootState>) => Observable<ActionType>;
+export declare const initializeIntlVerificationFormEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/spendManagement/billPay/internationalWireVerification/epics/initializeIntlVerificationFormEpic.js

@@ -3,40 +3,41 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.initializeIntlVerificationFormEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
-const tenantSelector_1 = require("../../../../../entity/tenant/tenantSelector");
-const billPaySetupViewReducer_1 = require("../../billPaySetupView/billPaySetupViewReducer");
-const internationalWireOnboardingDetailsToLocalData_1 = require("../internationalWireOnboardingDetailsToLocalData");
 const internationalWireVerificationReducer_1 = require("../internationalWireVerificationReducer");
-const hasSavedPersonSubfieldData = (localData) => Object.keys(localData).some((key) => /^stake_holder_\d+_/.test(key) ||
-    (key.startsWith('controlling_person_') && key !== 'controlling_person'));
-const initializeIntlVerificationFormEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)((action) => internationalWireVerificationReducer_1.initializeIntlVerificationForm.match(action) ||
-    billPaySetupViewReducer_1.fetchBillPaySetupViewSuccess.match(action)), (0, operators_1.mergeMap)((action) => {
+const initializeIntlVerificationFormEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(internationalWireVerificationReducer_1.initializeIntlVerificationForm.match), (0, operators_1.mergeMap)((action) => {
+    const { companyId, internationalWireFormPayload } = action.payload;
+    const actions = [];
     const state = state$.value;
-    const formFieldLabels = state.internationalWireVerificationState.verificationFormFieldLabels;
-    if (Object.keys(formFieldLabels).length === 0) {
-        return (0, rxjs_1.empty)();
-    }
-    const companyId = internationalWireVerificationReducer_1.initializeIntlVerificationForm.match(action) ?
-        action.payload.companyId
-        : (0, tenantSelector_1.getCurrentTenant)(state)?.companyId;
-    if (companyId == null) {
-        return (0, rxjs_1.empty)();
-    }
-    const onboardingDataFromCompanyInfo = state.companyState.companiesById[companyId]?.companyBillPayInfo
-        ?.internationalWireOnboardingDetails;
-    const localDataFromCompany = (0, internationalWireOnboardingDetailsToLocalData_1.toVerificationFormLocalDataFromOnboardingDetails)(onboardingDataFromCompanyInfo, formFieldLabels);
-    const existingLocalData = state.internationalWireVerificationState.verificationFormLocalData;
-    if (billPaySetupViewReducer_1.fetchBillPaySetupViewSuccess.match(action)) {
-        if (!hasSavedPersonSubfieldData(localDataFromCompany) ||
-            hasSavedPersonSubfieldData(existingLocalData)) {
-            return (0, rxjs_1.empty)();
+    const onboardingDataFromCompanyInfo = state.companyState.companiesById[companyId].companyBillPayInfo
+        .internationalWireOnboardingDetails;
+    const localData = {};
+    Object.keys(internationalWireFormPayload).forEach((formFieldKey) => {
+        const values = onboardingDataFromCompanyInfo != null
+            ? onboardingDataFromCompanyInfo[formFieldKey]?.values
+            : undefined;
+        if (values != null) {
+            localData[formFieldKey] =
+                internationalWireFormPayload[formFieldKey].type === 'enum'
+                    ? internationalWireFormPayload[formFieldKey]
+                        .is_multiple_values_allowed === false
+                        ? typeof values[0] === 'object' && 'code' in values[0]
+                            ? values[0].code
+                            : ''
+                        : values.map((value) => typeof value === 'object' && 'code' in value
+                            ? value.code
+                            : '')
+                    : values[0];
         }
-    }
-    return (0, rxjs_1.from)([
-        (0, internationalWireVerificationReducer_1.updateVerificationFormLocalData)({
-            ...existingLocalData,
-            ...localDataFromCompany,
-        }),
-    ]);
+        else {
+            localData[formFieldKey] =
+                internationalWireFormPayload[formFieldKey].type === 'enum' &&
+                    internationalWireFormPayload[formFieldKey]
+                        .is_multiple_values_allowed === true
+                    ? []
+                    : '';
+        }
+    });
+    actions.push((0, internationalWireVerificationReducer_1.updateVerificationFormLocalData)(localData));
+    return (0, rxjs_1.from)(actions);
 }));
 exports.initializeIntlVerificationFormEpic = initializeIntlVerificationFormEpic;

package/lib/view/spendManagement/billPay/internationalWireVerification/epics/submitIntlVerificationEpic.js

@@ -6,7 +6,6 @@ const operators_1 = require("rxjs/operators");
 const companyReducer_1 = require("../../../../../entity/company/companyReducer");
 const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../../../responsePayload");
-const internationalWireVerificationSubmitPayload_1 = require("../internationalWireVerificationSubmitPayload");
 const internationalWireVerificationReducer_1 = require("../internationalWireVerificationReducer");
 const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(internationalWireVerificationReducer_1.submitInternationalVerificationForm.match), (0, operators_1.switchMap)((action) => {
     const { internationalWireVerificationState } = state$.value;
@@ -14,7 +13,7 @@ const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions$.pipe(
     const localData = internationalWireVerificationState.verificationFormLocalData;
     if (localData != null) {
         return zeniAPI
-            .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding`, (0, internationalWireVerificationSubmitPayload_1.toIntlWireVerificationSubmitPayload)(localData))
+            .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/international-wire/onboarding`, toIntlWireVerificationPayload(localData))
             .pipe((0, operators_1.mergeMap)((response) => {
             const actions = [];
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
@@ -59,3 +58,9 @@ const submitIntlVerificationEpic = (actions$, state$, zeniAPI) => actions$.pipe(
     }
 }));
 exports.submitIntlVerificationEpic = submitIntlVerificationEpic;
+const toIntlWireVerificationPayload = (localData) => {
+    return {
+        is_applicant_declaration: true,
+        form_details: localData,
+    };
+};

package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationPayload.d.ts

@@ -1,40 +1,17 @@
 import { AllowedValueWithCode } from '../../../../commonStateTypes/allowedValue';
 import { ZeniAPIResponse } from '../../../../responsePayload';
-import { VerificationFormField, VerificationFormLocalData } from './internationalWireVerificationState';
-export declare const InternationalWireVerificationFormOrder: readonly ["certificate_of_good_standing", "business_ownership", "company_proof_of_address", "company_officer_proof_of_address", "company_registration_date", "annual_turnover", "expected_transaction_volume", "employee_count", "intended_use_of_account", "transaction_countries", "stake_holder", "controlling_person"];
-export interface FieldOptionPayload {
-    label: string;
-}
-export interface SubFieldPayload {
-    label: string;
-    type: string;
-    field_hint_text?: string;
-    field_values?: {
-        code: string;
-        description: string;
-    }[];
-    is_multiple_options_supported?: boolean;
-    options?: Record<string, FieldOptionPayload>;
-}
+import { VerificationFormField } from './internationalWireVerificationState';
 export interface FieldPayload {
     label: string;
     type: string;
-    default?: boolean;
     field_hint_text?: string;
     field_values?: {
         code: string;
         description: string;
     }[];
-    is_multiple_options_supported?: boolean;
     is_multiple_values_allowed?: boolean;
-    options?: Record<string, FieldOptionPayload>;
-    requirements?: string[];
-    subfields?: Record<string, SubFieldPayload>;
 }
 export declare const toDynamicFormField: (key: string, payload: FieldPayload) => VerificationFormField;
-export declare const filterVerificationFormFieldsForReadonlyView: (fields: VerificationFormField[], localData: VerificationFormLocalData, isReadonly: boolean) => VerificationFormField[];
-export declare const sortVerificationFormFields: (fields: VerificationFormField[]) => VerificationFormField[];
-export declare const toVerificationFormFields: (internationalWireFormPayload: Record<string, FieldPayload>) => VerificationFormField[];
 export type IntlVerificationFormResponse = ZeniAPIResponse<IntlVerificationFormPayload>;
 export interface IntlVerificationFormPayload {
     create_time: string;