@zeniai/client-epic-state 5.1.35-betaRD2 → 5.1.35-betaRR0

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -72,7 +72,6 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
-    confidence_score?: number | null;
     created_by?: UserPayload;
     end_date?: string | null;
     recommendations?: JEScheduleRecommendationsPayload;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -285,7 +285,6 @@ function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
-        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -61,7 +61,6 @@ export interface JEScheduledTransaction {
     vendor: Vendor;
     aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: Amount;
-    confidenceScore?: number;
     createdByUser?: User;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,7 +77,7 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, confidenceScore, recommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -136,7 +136,6 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
         },
         scheduledJournalEntry,
         aiSummaries,
-        confidenceScore,
         createdByUser: createdByUserDetails,
         recommendations,
     };

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -94,7 +94,6 @@ export interface JEScheduledTransactionState {
     vendorId: ID;
     aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
-    confidenceScore?: number;
     createdByUserID?: ID;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -275,7 +275,6 @@ export function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
-        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -70,7 +70,7 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, confidenceScore, recommendations, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -129,7 +129,6 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
         },
         scheduledJournalEntry,
         aiSummaries,
-        confidenceScore,
         createdByUser: createdByUserDetails,
         recommendations,
     };

package/lib/esm/index.js

@@ -171,7 +171,7 @@ import { toExpenseAutomationViewType, } from './view/expenseAutomationView/expen
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
-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, toggleJEPendingGroupCollapsed as toggleExpenseAutomationJEPendingGroupCollapsed, toggleJERecordedGroupCollapsed as toggleExpenseAutomationJERecordedGroupCollapsed, updateJEHighLevelTab as updateExpenseAutomationJEHighLevelTab, updateJEScheduleTypeFilter as updateExpenseAutomationJEScheduleTypeFilter, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
+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 { clearStatementDateConflict, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, submitStatementUpdate, 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, updateParsedStatementData, updateStatementProcessingFailed, updateStatementUpdateLocalData, 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';
@@ -180,7 +180,7 @@ import { getExpenseAutomationReconciliationView, getReparseStatementStatusByAcco
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { TRANSACTION_FILTER_CATEGORIES, applyTransactionFilters, } from './view/expenseAutomationView/transactionFilterHelpers';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { toJEHighLevelTab as toExpenseAutomationJEHighLevelTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
+import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
@@ -396,7 +396,7 @@ import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
 import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
@@ -459,7 +459,7 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEHighLevelTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
+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, getReparseStatementStatusByAccountId, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitStatementUpdate, clearStatementDateConflict, updateStatementUpdateLocalData, 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, };
@@ -515,7 +515,7 @@ export { isTransferTransaction };
 export { getSupportedTransactionById, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
+export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
 export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { getTransactionListByEntity };
 export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -623,7 +623,7 @@ export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPushe
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
-export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, toggleExpenseAutomationJEPendingGroupCollapsed, toggleExpenseAutomationJERecordedGroupCollapsed, updateExpenseAutomationJEHighLevelTab, updateExpenseAutomationJEScheduleTypeFilter, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
+export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryExpenseAutomationJESchedule, updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
 export { getJEScheduleTransactionKey, ALL_SCHEDULES_TYPES, getScheduleListReport, getAccruedScheduleListReport, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, toScheduleSubTabType, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, updatedSelectedJELinkRowIndex, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, resetJELinkInLocalData, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, getVendorTabView, };
 export { toVendorFirstReviewViewColumnKeyType, getGlobalMerchantAutoCompleteResults, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, };

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

@@ -44,10 +44,7 @@ export const initialState = {
     uiState: {
         searchString: '',
         scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        selectedJEHighLevelTab: 'je',
-        selectedJETypeFilter: null,
-        pendingGroupCollapsed: false,
-        recordedGroupCollapsed: false,
+        selectedMainTab: 'pending_review',
         sortKey: 'transactionDate',
         sortOrder: 'descending',
         totalCount: 0,
@@ -384,39 +381,16 @@ const expenseAutomationJESchedulesView = createSlice({
             if (action.payload.scrollPosition != null) {
                 draft.uiState.scrollPosition = action.payload.scrollPosition;
             }
-        },
-        updateJEHighLevelTab: {
-            prepare(selectedJEHighLevelTab) {
-                return { payload: { selectedJEHighLevelTab } };
-            },
-            reducer(draft, action) {
-                draft.uiState.selectedJEHighLevelTab =
-                    action.payload.selectedJEHighLevelTab;
-            },
-        },
-        updateJEScheduleTypeFilter: {
-            prepare(selectedJETypeFilter) {
-                return { payload: { selectedJETypeFilter } };
-            },
-            reducer(draft, action) {
-                draft.uiState.selectedJETypeFilter =
-                    action.payload.selectedJETypeFilter;
-            },
-        },
-        toggleJEPendingGroupCollapsed(draft) {
-            draft.uiState.pendingGroupCollapsed =
-                !draft.uiState.pendingGroupCollapsed;
-        },
-        toggleJERecordedGroupCollapsed(draft) {
-            draft.uiState.recordedGroupCollapsed =
-                !draft.uiState.recordedGroupCollapsed;
+            if (action.payload.selectedMainTab != null) {
+                draft.uiState.selectedMainTab = action.payload.selectedMainTab;
+            }
         },
         clearExpenseAutomationJESchedulesView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, toggleJEPendingGroupCollapsed, toggleJERecordedGroupCollapsed, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJEHighLevelTab, updateJEScheduleTypeFilter, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
+export const { clearExpenseAutomationJESchedulesView, clearJeAccountSettingsLocalData, clearJeScheduleLocalData, fetchAccountSettingsListForAccountTypes, fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesPage, fetchJeSchedulesSuccess, fetchRecommendationForAccountSettings, ignoreRecommendedJeSchedule, ignoreRecommendedJeScheduleFailure, ignoreRecommendedJeScheduleSuccess, initializeAccountSettingsView, initializeJeScheduleLocalData, removeFailedJeScheduleTransactionKey, removeJeScheduleLocalDataById, removeJeScheduleTransactionKey, retryJeSchedule, retryJeScheduleFailure, retryJeScheduleSuccess, saveAccountSettings, saveAccountSettingsFailure, saveAccountSettingsLocalData, saveAccountSettingsSuccess, updateAccountSettingsListForAccountTypes, updateAccountSettingsListForAccountTypesFailure, updateJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, updateRecommendationForAccountSettings, updateRecommendationForAccountSettingsFailure, } = expenseAutomationJESchedulesView.actions;
 export default expenseAutomationJESchedulesView.reducer;
 const doUpdateRecommendationForAccountSettings = (draft, payload) => {
     const { prepaidExpensesRecommendations, fixedAssetsRecommendations, accruedExpensesRecommendations, } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);

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

@@ -113,24 +113,11 @@ export function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
         failedJeScheduledTransaction.push(jeScheduleDetails);
     });
-    const { sortKey, sortOrder, selectedJETypeFilter } = uiState;
-    const matchesTypeFilter = (schedule) => selectedJETypeFilter == null ||
-        schedule.jeScheduleType === selectedJETypeFilter;
+    const { sortKey, sortOrder } = uiState;
     const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
     const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
     const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
         schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
-    const recordedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => (schedule.status.code === 'ongoing' ||
-        schedule.status.code === 'completed' ||
-        schedule.status.code === 'marked_as_completed') &&
-        matchesTypeFilter(schedule)), sortKey, sortOrder);
-    const allDraftSchedules = jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft');
-    const kpiSummary = {
-        aiAccountant: jeScheduledTransaction.filter((schedule) => schedule.confidenceScore != null).length,
-        manual: jeScheduledTransaction.filter((schedule) => schedule.confidenceScore == null).length,
-        needsReview: allDraftSchedules.length,
-        total: jeScheduledTransaction.length,
-    };
     const unsortedResolveSchedules = [];
     failedJeScheduledTransaction.forEach((schedule) => {
         schedule.scheduledJournalEntry.forEach((journalEntry) => {
@@ -143,8 +130,8 @@ export function getExpenseAutomationJESchedulesView(state) {
     const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
     const validResolveForPending = unsortedResolveSchedules.filter((r) => jeScheduleLocalDataById[r.scheduledJournalEntry.scheduledJournalEntryID] != null);
     const pendingReviewSchedules = sortJEScheduledTransactions([
-        ...allDraftSchedules.filter(matchesTypeFilter),
-        ...validResolveForPending.filter((r) => matchesTypeFilter(r)),
+        ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'),
+        ...validResolveForPending,
     ], sortKey, sortOrder);
     const allSteps = monthYearPeriodId != null
         ? getAllSteps(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
@@ -168,10 +155,8 @@ export function getExpenseAutomationJESchedulesView(state) {
         allClassList: allClasses,
         completedSchedules,
         draftSchedules,
-        kpiSummary,
         ongoingSchedules,
         pendingReviewSchedules,
-        recordedSchedules,
         resolveSchedules: resolveSchedules,
         accountSettingsView,
         postStatusById: postStatusById,

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

@@ -1,6 +1,4 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-const JE_HIGH_LEVEL_TABS = ['je', 'ongoing_schedules'];
-export const toJEHighLevelTab = (v) => stringToUnion(v, JE_HIGH_LEVEL_TABS);
 const JE_SCHEDULE_SORT_KEYS = [
     'vendor',
     'category',
@@ -18,3 +16,9 @@ const JE_SCHEDULE_SORT_KEYS = [
     'memo',
 ];
 export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
+const JE_SCHEDULE_MAIN_TABS = [
+    'pending_review',
+    'ongoing',
+    'completed',
+];
+export const toJEScheduleMainTab = (v) => stringToUnion(v, JE_SCHEDULE_MAIN_TABS);

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

@@ -45,7 +45,15 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
+    const deletedLineIds = new Set(transactionDetailLocalData.deletedLineIds ?? []);
+    const existingLineIds = new Set(transaction.lines?.map((l) => l.id) ?? []);
+    // Collect new lines — in lineItemById but not yet in transaction.lines.
+    const addedLines = Object.values(transactionDetailLocalData.lineItemById).filter((item) => !existingLineIds.has(item.id));
     transaction.lines?.forEach((line) => {
+        // Skip lines the user deleted in edit mode.
+        if (deletedLineIds.has(line.id)) {
+            return;
+        }
         const lineItem = transactionDetailLocalData.lineItemById[line.id];
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
@@ -56,6 +64,7 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
             const entityDetails = getEntityDetails(selectedEntity, lineItem, transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
             updatesByLineId[line.id] = {
                 lineDescription: lineItem.lineDescription,
+                amount: lineItem.amount,
                 class: lineItem.class,
                 account: lineItem.account,
                 // Project is at the transaction level for invoice/credit_memo; omit from lines.
@@ -77,6 +86,14 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
                         currentSelectedEntityLine.type === 'vendor'
                         ? lineItem.vendor
                         : undefined,
+                    // Carry the JE debit/credit side so a split edit that flips an
+                    // existing line's posting side persists through the line patch.
+                    ...(line.type === 'journal_entry_transaction_line'
+                        ? {
+                            postingType: lineItem.postingType,
+                            postingTypeName: lineItem.postingTypeName,
+                        }
+                        : {}),
                 };
             }
             let hasCategoryChanged = false;
@@ -163,6 +180,8 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
         and all the line items are NOT uncategorized*/
         markAsMiscatUpdates: isTransactionMisCategorized,
         anyBulkUpdates: isBulkUpdate,
+        addedLines: addedLines.length > 0 ? addedLines : undefined,
+        deletedLineIds: deletedLineIds.size > 0 ? [...deletedLineIds] : undefined,
     };
 };
 const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId, entityName) => {

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

@@ -159,7 +159,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity, saveUpdates.deletedLineIds, saveUpdates.addedLines);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -169,7 +169,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity, deletedLineIds, addedLines) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
     // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
@@ -178,6 +178,11 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
     // either the unchanged current value or undefined, and we must not send an
     // empty `document_id` that the server would treat as clearing the number.
     transaction.documentId = updates.documentId ?? transaction.documentId;
+    // Remove lines deleted by the user in edit mode before patching or serializing.
+    if (deletedLineIds != null && deletedLineIds.length > 0) {
+        const deletedSet = new Set(deletedLineIds);
+        transaction.lines = transaction.lines?.filter((line) => !deletedSet.has(line.id));
+    }
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];
@@ -185,6 +190,9 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
             if (line.id === key) {
                 const lineTobeUpdated = Object.assign({}, line);
                 lineTobeUpdated.lineDescription = lineUpdates.lineDescription ?? '';
+                if (lineUpdates.amount != null) {
+                    lineTobeUpdated.amount = lineUpdates.amount;
+                }
                 if (lineUpdates.class != null) {
                     lineTobeUpdated.class = lineUpdates.class;
                 }
@@ -206,6 +214,16 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
                 else {
                     lineTobeUpdated.vendor = undefined;
                 }
+                // Persist a debit↔credit flip on an existing JE line. `lineTobeUpdated`
+                // is typed as the account-and-class shape, but for a JE the runtime
+                // object is a JournalEntryTransactionLine, so cast to set the side.
+                if (lineUpdates.postingType != null) {
+                    const journalEntryLine = lineTobeUpdated;
+                    journalEntryLine.postingType = lineUpdates.postingType;
+                    if (lineUpdates.postingTypeName != null) {
+                        journalEntryLine.postingTypeName = lineUpdates.postingTypeName;
+                    }
+                }
                 if (lineUpdates.recommendation != null) {
                     recommendationUpdates[line.id] = lineUpdates.recommendation;
                 }
@@ -225,6 +243,12 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
         });
         transaction.lines = newLineMap;
     }
+    // Append lines added by the user in edit mode. Sending id='' tells the
+    // backend to create a new QBO line rather than updating an existing one.
+    if (addedLines != null && addedLines.length > 0) {
+        const newLines = addedLines.map(toNewTransactionLine);
+        transaction.lines = [...(transaction.lines ?? []), ...newLines];
+    }
     transaction.recommendations = recommendationUpdates;
     // Convert transaction to payload first
     let basePayload;
@@ -299,6 +323,49 @@ const checkIfVendorOrCustomerMissingForAnyLineItem = (transactionPayload) => {
     }
     return isAnyVendorOrCustomerMissing;
 };
+// Converts a locally-created line item (from edit mode) into the wire shape
+// expected by the categorize endpoint. Sending id='' signals the backend to
+// create a new QBO line rather than update an existing one.
+//
+// Type-dispatched so each transaction family contributes its own new-line
+// shape: journal entries carry debit/credit `postingType`, expenses carry
+// `billable`. Phase 3 types extend this by adding a branch rather than forking
+// the function.
+const EMPTY_ACCOUNT = {
+    accountDescription: '',
+    accountId: '',
+    accountName: '',
+    labels: [],
+};
+export const toNewTransactionLine = (item) => {
+    if (item.type === 'journal_entry_transaction_line') {
+        const journalEntryLine = {
+            ...item,
+            id: '',
+            type: 'journal_entry_transaction_line',
+            platformLineDetailType: item.platformLineDetailType ?? 'journal_entry_line_detail',
+            account: item.account ?? EMPTY_ACCOUNT,
+            billable: item.billable ?? 'not_billable',
+            isCategoryMiscategorized: false,
+            isClassMiscategorized: false,
+            lineTransactionType: item.lineTransactionType ?? 'journal_entry',
+            postingType: item.postingType ?? 'debit',
+            postingTypeName: item.postingTypeName ?? '',
+        };
+        return journalEntryLine;
+    }
+    const accountAndClassLine = {
+        ...item,
+        id: '',
+        type: 'transaction_with_account_and_class_line',
+        platformLineDetailType: item.platformLineDetailType ?? 'account_based_expense_line_detail',
+        account: item.account ?? EMPTY_ACCOUNT,
+        billable: item.billable ?? 'not_billable',
+        isCategoryMiscategorized: false,
+        isClassMiscategorized: false,
+    };
+    return accountAndClassLine;
+};
 const toEntityUpdatePayload = (entityUpdates) => {
     const entityUpdatesPayload = [];
     let entityKey;

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

@@ -1,3 +1,4 @@
+import Big from 'big.js';
 import orderBy from 'lodash/orderBy';
 import { stringToUnion } from '../../commonStateTypes/stringToUnion';
 import { LINE_TYPE_LINKED, } from '../../entity/transaction/stateTypes/transactionLine';
@@ -101,6 +102,63 @@ export const journalEntryTotalsByPostingSide = (lines) => {
     };
 };
 // ---------------------------------------------------------------------------
+// Split reconciliation & validation (Phase 2 — JE split)
+// ---------------------------------------------------------------------------
+// Half-cent tolerance for the balance equality checks, matching the expense
+// reconciliation row's epsilon. Sums use big.js so repeated decimal addition
+// doesn't drift before the comparison.
+const JOURNAL_ENTRY_BALANCE_EPSILON = 0.005;
+/**
+ * Sums debit and credit sides (big.js-exact) and reports whether the split is
+ * balanced: total debits equal total credits AND equal the original
+ * transaction total. The original total of a valid JE equals its total debits,
+ * so it is passed in by the caller (`transaction.amount.amount`).
+ */
+export const journalEntrySplitReconciliation = (lines, originalTotal) => {
+    let debit = new Big(0);
+    let credit = new Big(0);
+    for (const line of lines) {
+        const amount = new Big(line.amount?.amount ?? 0);
+        if (line.postingType === 'debit') {
+            debit = debit.plus(amount);
+        }
+        else if (line.postingType === 'credit') {
+            credit = credit.plus(amount);
+        }
+    }
+    const balancedToEachOther = debit
+        .minus(credit)
+        .abs()
+        .lt(JOURNAL_ENTRY_BALANCE_EPSILON);
+    const balancedToOriginal = debit
+        .minus(originalTotal)
+        .abs()
+        .lt(JOURNAL_ENTRY_BALANCE_EPSILON);
+    return {
+        debitTotal: debit.toNumber(),
+        creditTotal: credit.toNumber(),
+        isBalanced: balancedToEachOther && balancedToOriginal,
+    };
+};
+/**
+ * Save-time validation for a JE split (Figma `4165:33028` / `4165:45379`):
+ *   1. every line needs a non-zero debit or credit, and
+ *   2. total debits == total credits == original total.
+ * Returns the first failing rule's `errorKey` (maps to a strings entry). Does
+ * NOT require category/class to be chosen — balance is the only gate.
+ */
+export const validateJournalEntrySplit = (lines, originalTotal) => {
+    const everyLineHasSide = lines.every((line) => (line.postingType === 'debit' || line.postingType === 'credit') &&
+        Math.abs(line.amount?.amount ?? 0) > JOURNAL_ENTRY_BALANCE_EPSILON);
+    if (!everyLineHasSide) {
+        return { ok: false, errorKey: 'lineNeedsDebitOrCredit' };
+    }
+    if (!journalEntrySplitReconciliation(lines, originalTotal).isBalanced) {
+        return { ok: false, errorKey: 'totalsMustEqual' };
+    }
+    return { ok: true };
+};
+// ---------------------------------------------------------------------------
 // Filter
 // ---------------------------------------------------------------------------
 /**

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

@@ -663,6 +663,71 @@ const transactionDetail = createSlice({
                 };
             },
         },
+        // Split transaction — Phase 1 (expense)
+        addSplitLine: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    draft.transactionDetailById[key] = {
+                        ...detail,
+                        transactionDetailLocalData: {
+                            ...detail.transactionDetailLocalData,
+                            lineItemById: {
+                                ...detail.transactionDetailLocalData.lineItemById,
+                                [action.payload.newLine.id]: action.payload.newLine,
+                            },
+                        },
+                    };
+                }
+            },
+            prepare(transactionId, newLine) {
+                return { payload: { transactionId, newLine } };
+            },
+        },
+        deleteSplitLine: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail == null) {
+                    return;
+                }
+                const { lineItemById, deletedLineIds = [] } = detail.transactionDetailLocalData;
+                const updated = { ...lineItemById };
+                delete updated[action.payload.lineId];
+                draft.transactionDetailById[key] = {
+                    ...detail,
+                    transactionDetailLocalData: {
+                        ...detail.transactionDetailLocalData,
+                        lineItemById: updated,
+                        deletedLineIds: [...deletedLineIds, action.payload.lineId],
+                    },
+                };
+            },
+            prepare(transactionId, lineId) {
+                return { payload: { transactionId, lineId } };
+            },
+        },
+        toggleSplitEditMode: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    draft.transactionDetailById[key] = {
+                        ...detail,
+                        transactionDetailLocalData: {
+                            ...detail.transactionDetailLocalData,
+                            editMode: action.payload.editMode,
+                            // Clear delete tracking when exiting edit mode without saving.
+                            ...(!action.payload.editMode && { deletedLineIds: [] }),
+                        },
+                    };
+                }
+            },
+            prepare(transactionId, editMode) {
+                return { payload: { transactionId, editMode } };
+            },
+        },
         clearRecommendedVendorsList(draft) {
             Object.assign(draft, initialState);
         },
@@ -771,7 +836,7 @@ const transactionDetail = createSlice({
         },
     },
 });
-export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, } = transactionDetail.actions;
+export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, } = transactionDetail.actions;
 export default transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';