@zeniai/client-epic-state 5.1.3-betaJK1 → 5.1.3-betaVR1

package/lib/esm/index.js

@@ -172,7 +172,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, applyFieldToEmptyLinesForCategorization, clearLastEditedFieldForApplyToEmptyForCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, setLastEditedFieldForApplyToEmptyForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -183,6 +183,7 @@ import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBat
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
+import { isLineFieldEmpty } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
 import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
 import downloadFile from './view/fileView/fileDownloadHelpers';
@@ -374,7 +375,7 @@ import { getAllTags } from './view/tagView/tagViewSelector';
 import { deleteCannedResponse, fetchCannedResponses, saveCannedResponse, } from './view/taskManager/cannedResponsesView/cannedResponsesReducer';
 import { getCannedResponsesView } from './view/taskManager/cannedResponsesView/cannedResponsesSelector';
 import { initialTaskDetail, initialTaskDetailLocalData, } from './view/taskManager/taskDetailView/taskDetail';
-import { archiveTask, createSubTask, deleteTask, discardTaskUpdatesInLocalStore, fetchSubTasks, fetchTaskDetailPage, resetSubTaskCreateStatus, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
+import { archiveTask, deleteTask, discardTaskUpdatesInLocalStore, fetchTaskDetailPage, saveTaskDetail, saveTaskUpdatesToLocalStore, snoozeTask, unsnoozeTask, } from './view/taskManager/taskDetailView/taskDetailReducer';
 import { allTaskPriority, allTaskStatus, getTaskDetail, } from './view/taskManager/taskDetailView/taskDetailSelector';
 import { createTaskFromTaskGroupTemplate } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import { createNewTaskGroup, deleteTaskGroup, fetchAllTaskGroups, updateTaskGroupName, } from './view/taskManager/taskGroupView/taskGroupViewReducer';
@@ -458,7 +459,7 @@ export {
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, setLastEditedFieldForApplyToEmptyForCategorization, applyFieldToEmptyLinesForCategorization, clearLastEditedFieldForApplyToEmptyForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, isLineFieldEmpty, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
@@ -627,7 +628,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, };
-export { getTaskGroupById, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
+export { getTaskGroupById, getAllTasks, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
 export { getAllTags, fetchTagList, createTag, deleteTag, };
 export { getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, clearAuditReportGroupViewByCompanyId, };

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

@@ -764,3 +764,203 @@ export const hasTransactionLocalDataChanges = (transaction, transactionReviewLoc
     }
     return false;
 };
+// =========================================================================
+// 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.
+ */
+export 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 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;
+    }
+};
+/**
+ * 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 (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.
+ */
+export 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,
+    };
+};
+/**
+ * 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.
+ */
+export 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) &&
+            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,
+    };
+};
+/**
+ * Clears the apply-to-empty banner state. Used by Dismiss as well as on
+ * save / discard / transaction-context-change.
+ */
+export const toClearApplyToEmpty = (transactionLocalData) => ({
+    ...transactionLocalData,
+    applyToEmptyState: null,
+});

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

@@ -3,7 +3,7 @@ import recordGet from 'lodash/get';
 import uniq from 'lodash/uniq';
 import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
-import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
+import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toApplyFieldToEmptyLines, toClearApplyToEmpty, toSetAllLineItemsToCategoryClass, toSetLastEditedFieldForApplyToEmpty, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
 import { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
 export const initialTransactionTabViewState = {
@@ -1052,7 +1052,101 @@ const expenseAutomationTransactionsView = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                const next = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                const next = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
+                    .transactionReviewLocalDataById, transactionId, undefined);
+                if (transactionLocalData == null) {
+                    return;
+                }
+                draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transactionId] = {
+                    transactionId,
+                    transactionReviewLocalData: toClearApplyToEmpty(transactionLocalData.transactionReviewLocalData),
+                };
+            },
+        },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, setLastEditedFieldForApplyToEmptyForCategorization, applyFieldToEmptyLinesForCategorization, clearLastEditedFieldForApplyToEmptyForCategorization, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -4,16 +4,13 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTags } from '../../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../../entity/task/taskReducer';
-import { getTaskById } from '../../../../entity/task/taskSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { fetchFileList } from '../../../fileView/fileViewReducer';
-import { updateTaskListOnNewTaskCreationSuccess } from '../../taskListView/taskListReducer';
 import { fetchTaskDetail, initializeTaskToLocalStore, removeTaskDetail, updateEditTaskFetchStatus, } from '../taskDetailReducer';
 export const fetchTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTaskDetail.match), mergeMap((action) => {
     const { taskId, cacheOverride } = action.payload;
     const taskActions = [];
     const state = state$.value;
-    const isTaskListFetched = state.taskListState.fetchState === 'Completed';
     const taskDetail = recordGet(state.taskDetailState.editTaskStateById, taskId, undefined);
     if (cacheOverride === true) {
         taskActions.push(removeTaskDetail(taskId));
@@ -35,16 +32,6 @@ export const fetchTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                     updateTags(response.data.tasks.map((task) => task.tags).flat()),
                     initializeTaskToLocalStore(taskId),
                 ];
-                if (isTaskListFetched === true) {
-                    const taskGroupId = response.data.tasks[0].task_group_ids?.[0];
-                    if (taskGroupId != null) {
-                        fetchActions.push(updateTaskListOnNewTaskCreationSuccess({
-                            taskGroupId,
-                            task: response.data.tasks[0],
-                            currentTaskState: getTaskById(state.taskState, taskId),
-                        }));
-                    }
-                }
                 const fileIds = response.data.tasks[0].file_ids;
                 if (fileIds.length > 0) {
                     fetchActions.push(fetchFileList(fileIds));

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

@@ -6,11 +6,6 @@ import { initialTaskDetail, } from './taskDetail';
 export const initialState = {
     newTaskState: initialTaskDetail,
     editTaskStateById: {},
-    subTaskCreateStatus: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
-    subTaskListFetchStatusByParentId: {},
     taskHistoryById: {},
 };
 const taskDetailView = createSlice({
@@ -55,7 +50,7 @@ const taskDetailView = createSlice({
         updateEditTaskFetchStatus(draft, action) {
             const { taskId, fetchState, error } = action.payload;
             draft.editTaskStateById[taskId] = {
-                ...(draft.editTaskStateById[taskId] ?? initialTaskDetail),
+                ...draft.editTaskStateById[taskId],
                 fetchTaskStatus: {
                     fetchState,
                     error: fetchState === 'Error' ? error : undefined,
@@ -323,59 +318,10 @@ const taskDetailView = createSlice({
                 error,
             };
         },
-        createSubTask: {
-            reducer(draft) {
-                draft.subTaskCreateStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        createSubTaskSuccessOrFailure(draft, action) {
-            const { fetchState, error } = action.payload;
-            draft.subTaskCreateStatus = {
-                fetchState,
-                error,
-            };
-        },
-        resetSubTaskCreateStatus(draft) {
-            draft.subTaskCreateStatus = {
-                ...initialState.subTaskCreateStatus,
-            };
-        },
-        fetchSubTasks: {
-            reducer(draft, action) {
-                const { parentTaskId } = action.payload;
-                draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-            prepare(parentTaskId) {
-                return { payload: { parentTaskId } };
-            },
-        },
-        updateSubTasks(draft, action) {
-            const { parentTaskId } = action.payload;
-            draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        updateSubTasksFetchStatus(draft, action) {
-            const { parentTaskId, fetchState, error } = action.payload;
-            draft.subTaskListFetchStatusByParentId[parentTaskId] = {
-                fetchState,
-                error,
-            };
-        },
         clearTaskDetail(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchTaskDetailPage, fetchTaskDetail, initializeTaskToLocalStore, updateEditTaskFetchStatus, saveTaskUpdatesToLocalStore, discardTaskUpdatesInLocalStore, saveTaskDetail, archiveTask, archiveTaskSuccessOrFailure, saveTaskSuccessOrFailure, createSubTask, createSubTaskSuccessOrFailure, resetSubTaskCreateStatus, fetchSubTasks, updateSubTasks, updateSubTasksFetchStatus, deleteTask, removeTaskDetail, deleteTaskSuccessOrFailure, snoozeTask, snoozeTaskSuccessOrFailure, unsnoozeTask, fetchTaskHistory, updateTaskHistory, updateTaskHistoryFetchStatus, clearTaskDetail, updateCreatedTagToLocalStore, updateDeletedTagToLocalStore, } = taskDetailView.actions;
+export const { fetchTaskDetailPage, fetchTaskDetail, initializeTaskToLocalStore, updateEditTaskFetchStatus, saveTaskUpdatesToLocalStore, discardTaskUpdatesInLocalStore, saveTaskDetail, archiveTask, archiveTaskSuccessOrFailure, saveTaskSuccessOrFailure, deleteTask, removeTaskDetail, deleteTaskSuccessOrFailure, snoozeTask, snoozeTaskSuccessOrFailure, unsnoozeTask, fetchTaskHistory, updateTaskHistory, updateTaskHistoryFetchStatus, clearTaskDetail, updateCreatedTagToLocalStore, updateDeletedTagToLocalStore, } = taskDetailView.actions;
 export default taskDetailView.reducer;

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

@@ -1,8 +1,8 @@
 import isEqual from 'lodash/isEqual';
-import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
+import { reduceFetchState } from '../../../commonStateTypes/reduceFetchState';
 import { getClassesByIds } from '../../../entity/class/classSelector';
 import { getFilesByFileIds } from '../../../entity/file/fileSelector';
-import { getTaskById, getTasksByIds } from '../../../entity/task/taskSelector';
+import { getTaskById } from '../../../entity/task/taskSelector';
 import { getUserAndUserRole, } from '../../companyView/types/userAndRole';
 import { getFileDeleteStatusById, getFileUpdateNameStatusById, } from '../../fileView/fileViewSelector';
 import { getUserList, } from '../../userListView/userListViewSelector';
@@ -27,13 +27,8 @@ export const getTaskDetail = (state, taskId) => {
     let recurringSourceTaskId = undefined;
     let snoozedUntil = undefined;
     let taskGroupId = undefined;
-    let subtasks = [];
     if (taskId != null && sourceTaskDetail != null) {
         const taskEntity = getTaskById(taskState, taskId);
-        subtasks =
-            taskEntity != null
-                ? getTasksByIds(taskState, taskEntity.subTasksIds)
-                : [];
         const fileIdsInEntity = taskEntity?.fileIds ?? [];
         if (taskEntity != null) {
             createdByUser = getUserAndUserRole(userState, userRoleState, addressState, taskEntity.createdBy);
@@ -44,27 +39,25 @@ export const getTaskDetail = (state, taskId) => {
             taskGroupId = taskEntity.taskGroupIds[0];
         }
         if (fileIdsInEntity.length > 0) {
-            fetchStatus = reduceAnyFetchState([
+            fetchStatus = reduceFetchState([
                 fileViewState.fetchFilesStatus,
                 sourceTaskDetail.fetchTaskStatus,
                 userList,
                 classListState,
-                taskDetailState.subTaskListFetchStatusByParentId[taskId] ?? fetchStatus,
             ]);
         }
         else {
-            fetchStatus = reduceAnyFetchState([
+            fetchStatus = reduceFetchState([
                 sourceTaskDetail.fetchTaskStatus,
                 userList,
                 classListState,
-                taskDetailState.subTaskListFetchStatusByParentId[taskId] ?? fetchStatus,
             ]);
         }
         showTaskDetailFormFooter = showFormFooter(sourceTaskDetail.taskDetailLocalData, taskEntity);
         taskHistory = taskDetailState.taskHistoryById[taskId]?.historicEvents ?? [];
     }
     else if (taskId == null) {
-        fetchStatus = reduceAnyFetchState([userList, classListState]);
+        fetchStatus = reduceFetchState([userList, classListState]);
     }
     const { classIds } = classListState;
     const allAccountingClasses = getClassesByIds(classState, {
@@ -97,7 +90,6 @@ export const getTaskDetail = (state, taskId) => {
         showTaskDetailFormFooter,
         snoozedUntil,
         taskGroupId,
-        subtasks,
     };
 };
 export const allTaskStatus = [
@@ -145,16 +137,13 @@ export const allTaskPriority = [
     },
 ];
 const showFormFooter = (taskDetailLocalData, taskDetailInStore) => {
-    if (taskDetailInStore == null) {
-        return false;
-    }
-    if (taskDetailLocalData.name !== taskDetailInStore.name ||
+    if (taskDetailLocalData.name !== taskDetailInStore?.name ||
         taskDetailLocalData.description !== taskDetailInStore.description ||
         taskDetailLocalData.priority !== taskDetailInStore.priority.code ||
         taskDetailLocalData.status !== taskDetailInStore.status.code ||
         !isEqual(taskDetailInStore.tagIds, taskDetailLocalData.tagIds) ||
-        !isEqual(taskDetailLocalData.assignee, taskDetailInStore.assignees ?? []) ||
-        !isEqual(taskDetailLocalData.groupAssignees, taskDetailInStore.groupAssignees ?? []) ||
+        !isEqual(taskDetailLocalData.assignee, taskDetailInStore?.assignees ?? []) ||
+        !isEqual(taskDetailLocalData.groupAssignees, taskDetailInStore?.groupAssignees ?? []) ||
         !isEqual(taskDetailLocalData.fileIds, taskDetailInStore.fileIds ?? []) ||
         !isEqual(taskDetailLocalData.dueDate, taskDetailInStore.dueDate) ||
         !isEqual(taskDetailLocalData.type, taskDetailInStore.type) ||