@zeniai/client-epic-state 5.1.50 → 5.1.51-beta0RR

package/lib/reducer.d.ts

@@ -157,8 +157,6 @@ import { InternationalWireVerificationState } from './view/spendManagement/billP
 import { MagicLinkViewState } from './view/spendManagement/billPay/magicLinkView/magicLinkViewState';
 import { PreviousBillsState } from './view/spendManagement/billPay/previousBills/previousBillsState';
 import { WiseRedirectState } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectState';
-import { AutoSweepFlowState } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
-import { CashManagementOverviewState } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState';
 import { CardPolicyDetailState } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState';
 import { CardPolicyListState } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState';
 import { CreateCardPolicyState } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState';
@@ -312,7 +310,6 @@ type ViewsState = {
     arAgingState: ArAgingState;
     auditReportViewState: AuditReportViewState;
     authenticationViewState: AuthenticationViewState;
-    autoSweepFlowState: AutoSweepFlowState;
     autotransferRulesState: AutoTransferRulesState;
     balanceSheetState: BalanceSheetState;
     bankAccountViewState: BankAccountViewState;
@@ -334,7 +331,6 @@ type ViewsState = {
     cashBalanceState: CashBalanceState;
     cashFlowState: CashFlowState;
     cashInCashOutState: CashInCashOutState;
-    cashManagementOverviewState: CashManagementOverviewState;
     cashPositionState: CashPositionState;
     chargeCardConfigState: ChargeCardConfigState;
     chargeCardDetailState: ChargeCardDetailState;
@@ -480,7 +476,6 @@ declare const reducers: import("redux").Reducer<import("redux").CombinedState<{
     arAgingState: ArAgingState;
     auditReportViewState: AuditReportViewState;
     authenticationViewState: AuthenticationViewState;
-    autoSweepFlowState: AutoSweepFlowState;
     autotransferRulesState: AutoTransferRulesState;
     balanceSheetState: BalanceSheetState;
     bankAccountViewState: BankAccountViewState;
@@ -500,7 +495,6 @@ declare const reducers: import("redux").Reducer<import("redux").CombinedState<{
     cashBalanceState: CashBalanceState;
     cashFlowState: CashFlowState;
     cashInCashOutState: CashInCashOutState;
-    cashManagementOverviewState: CashManagementOverviewState;
     cashPositionState: CashPositionState;
     chargeCardConfigState: ChargeCardConfigState;
     chargeCardDetailState: ChargeCardDetailState;

package/lib/reducer.js

@@ -198,8 +198,6 @@ const internationalWireVerificationReducer_1 = __importStar(require("./view/spen
 const magicLinkViewReducer_1 = __importStar(require("./view/spendManagement/billPay/magicLinkView/magicLinkViewReducer"));
 const previousBillsReducer_1 = __importStar(require("./view/spendManagement/billPay/previousBills/previousBillsReducer"));
 const wiseRedirectReducer_1 = __importStar(require("./view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer"));
-const autoSweepFlowReducer_1 = __importStar(require("./view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer"));
-const cashManagementOverviewReducer_1 = __importStar(require("./view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer"));
 const cardPolicyDetailReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer"));
 const cardPolicyListReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer"));
 const createCardPolicyReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer"));
@@ -355,7 +353,6 @@ const initialViewsState = {
     arAgingState: arAgingReducer_1.initialState,
     auditReportViewState: auditReportViewReducer_1.initialState,
     authenticationViewState: authenticationViewReducer_1.initialState,
-    autoSweepFlowState: autoSweepFlowReducer_1.initialState,
     autotransferRulesState: autoTransferRulesReducer_1.initialState,
     balanceSheetState: balanceSheetReducer_1.initialState,
     bankAccountViewState: bankAccountViewReducer_1.initialState,
@@ -376,7 +373,6 @@ const initialViewsState = {
     cashBalanceState: cashBalanceReducer_1.initialState,
     cashFlowState: cashFlowReducer_1.initialState,
     cashInCashOutState: cashInCashOutReducer_1.initialState,
-    cashManagementOverviewState: cashManagementOverviewReducer_1.initialState,
     cashPositionState: cashPositionReducer_1.initialState,
     chargeCardConfigState: chargeCardConfigReducer_1.initialState,
     chargeCardDetailState: chargeCardDetailReducer_1.initialState,
@@ -598,7 +594,6 @@ const viewReducers = {
     arAgingState: arAgingReducer_1.default,
     auditReportViewState: auditReportViewReducer_1.default,
     authenticationViewState: authenticationViewReducer_1.default,
-    autoSweepFlowState: autoSweepFlowReducer_1.default,
     autotransferRulesState: autoTransferRulesReducer_1.default,
     balanceSheetState: balanceSheetReducer_1.default,
     bankAccountViewState: bankAccountViewReducer_1.default,
@@ -618,7 +613,6 @@ const viewReducers = {
     cashBalanceState: cashBalanceReducer_1.default,
     cashFlowState: cashFlowReducer_1.default,
     cashInCashOutState: cashInCashOutReducer_1.default,
-    cashManagementOverviewState: cashManagementOverviewReducer_1.default,
     cashPositionState: cashPositionReducer_1.default,
     chargeCardConfigState: chargeCardConfigReducer_1.default,
     chargeCardDetailState: chargeCardDetailReducer_1.default,

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts

@@ -6,7 +6,7 @@ import { FundingAccount } from '../commonSetup/setupViewSelector';
 import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
-import { AutoTransferRule, CashManagementRule } from './autoTransferRulesState';
+import { AutoTransferRule } from './autoTransferRulesState';
 export interface AutoTransferRulesSelectorView extends SelectorView {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;
@@ -17,13 +17,6 @@ export interface AutoTransferRulesSelectorView extends SelectorView {
     transferMoneyParties: FundingAccount[];
     transferMoneyPartiesFetchState: FetchState;
     treasuryAccount: TreasuryAccount;
-    /**
-     * The user's saved auto-sweep cash-management config, surfaced here so the
-     * rules list page can render it alongside the auto-transfer rules.
-     * `undefined` when the user hasn't saved auto-sweep settings yet
-     * (i.e. `autoSweepFlowState.settingsId == null`).
-     */
-    cashManagementRule?: CashManagementRule;
     ruleHistory?: Record<string, CommonHistoryView>;
 }
 export declare const getAutoTransferRules: (state: RootState) => AutoTransferRulesSelectorView;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -6,30 +6,11 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
-const depositAccountSelector_1 = require("../../../entity/depositAccount/depositAccountSelector");
 const setupViewSelector_1 = require("../commonSetup/setupViewSelector");
 const depositAccountListSelector_1 = require("../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../zeniAccounts/paymentAccountList/paymentAccountListSelector");
-const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
-    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
-    if (settingsId == null || primaryFundingAccountId == null) {
-        return undefined;
-    }
-    const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
-    return {
-        bufferAmount,
-        frequency,
-        memo,
-        settingsId,
-        primaryFundingAccount: depositAccount != null
-            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
-            : undefined,
-        treasurySummary: treasuryDetailState.accountSummary,
-        nextTransferDate,
-    };
-};
 const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
     const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
@@ -64,7 +45,6 @@ const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
-        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts

@@ -1,10 +1,6 @@
-import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
-import { AutoSweepFrequency } from '../cashManagement/autoSweepFlow/autoSweepFlowState';
 import { CommonHistoryView } from '../commonHistoryView/commonHistory';
-import { FundingAccount } from '../commonSetup/setupViewSelector';
-import { TreasurySummaryWithBalance } from '../treasury/treasuryList/treasuryDetailState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleFrequency, AutoTransferRuleLocalData, AutoTransferRuleType } from './autoTransferRulesPayload';
 export interface AutoTransferRule {
@@ -31,24 +27,6 @@ export interface DestinationBankAccountMetadata {
     accountType: string;
     percentage: number;
 }
-/**
- * Render-ready view of the user's auto-sweep cash-management config,
- * surfaced alongside `AutoTransferRule[]` in `AutoTransferRulesSelectorView`.
- * Kept as a distinct shape (not folded into `AutoTransferRule`) so the rules
- * list can special-case its rendering without polluting the rule type union.
- *
- * Present only when `autoSweepFlowState.settingsId` is set — i.e. the user
- * has saved their auto-sweep settings at least once.
- */
-export interface CashManagementRule {
-    bufferAmount: Amount;
-    frequency: AutoSweepFrequency;
-    memo: string;
-    settingsId: ID;
-    nextTransferDate?: ZeniDate;
-    primaryFundingAccount?: FundingAccount;
-    treasurySummary?: TreasurySummaryWithBalance;
-}
 export interface AutoTransferRulesState extends FetchedState {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;

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

@@ -7,11 +7,97 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionReducer_1 = require("../../../entity/transaction/transactionReducer");
+const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
 const responsePayload_1 = require("../../../responsePayload");
 const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.markTransactionAsNotMiscategorized.match), (0, operators_1.mergeMap)((action) => {
+    if (action.payload.isExpenseAutomationEnabled === true) {
+        const transactionKey = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
+        const transaction = (0, transactionSelector_1.getSupportedTransactionById)(state$.value.transactionState, transactionKey);
+        const lineIds = (action.payload.lineIds?.length ?? 0) > 0
+            ? action.payload.lineIds
+            : (transaction?.lines ?? []).map((line) => line.id);
+        return zeniAPI
+            .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/mark-as-reviewed`, {
+            transactions_reviewed: [
+                {
+                    transaction_id: action.payload.transactionId.id,
+                    line_ids: lineIds,
+                },
+            ],
+        })
+            .pipe((0, operators_1.mergeMap)((response) => {
+            if ((0, responsePayload_1.isSuccessResponse)(response)) {
+                const actions = [];
+                actions.push((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Completed', undefined));
+                const txnId = action.payload.transactionId.id;
+                const reviewedFailed = response.data?.transactions_reviewed_failed ?? [];
+                const isTransactionFailed = reviewedFailed.some((t) => t.transaction_id === txnId);
+                if (!isTransactionFailed) {
+                    actions.push((0, transactionReducer_1.updateTransactionIsMiscategorized)(transactionKey, false));
+                    const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
+                    const { transactionCategorizationView, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
+                    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+                    const { selectedPeriodByTenantId } = expenseAutomationViewState;
+                    const selectedPeriod = selectedPeriodByTenantId[currentTenant?.tenantId ?? ''];
+                    const autoTabLineItems = transactionCategorizationView.autoCategorized
+                        .transactionReviewLocalDataById[txnId]
+                        ?.transactionReviewLocalData.tabSpecificLineItems
+                        ?.autoCategorized ?? [];
+                    const hasAutoLines = autoTabLineItems.length > 0;
+                    const { uiState } = transactionCategorizationView[selectedTransactionCategorizationTab];
+                    const removeIdsFromPeriod = selectedTransactionCategorizationTab === 'review'
+                        ? [txnId]
+                        : hasAutoLines
+                            ? []
+                            : [txnId];
+                    if (selectedPeriod != null) {
+                        actions.push((0, transactionsViewReducer_1.updateStatusForTransactionNotMiscategorizedUpdateForCategorization)(selectedTransactionCategorizationTab, [txnId], removeIdsFromPeriod, selectedPeriod, 'Completed'));
+                    }
+                    if (!hasAutoLines) {
+                        actions.push((0, transactionReducer_1.removeTransactionCategorization)({
+                            transactionIds: [txnId],
+                        }));
+                    }
+                    if (removeIdsFromPeriod.length > 0 &&
+                        selectedPeriod != null) {
+                        const totalCountByPeriod = uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)];
+                        const safeTotalCount = totalCountByPeriod ?? 0;
+                        const updatedTotalCount = Math.max(0, safeTotalCount - 1);
+                        actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
+                            selectedPeriod,
+                            selectedTab: selectedTransactionCategorizationTab,
+                            totalCount: updatedTotalCount,
+                        }));
+                    }
+                }
+                actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
+                    transactionId: action.payload.transactionId,
+                    fetchState: 'Completed',
+                }));
+                if (action.payload.transactionSaveUpdates.anyBulkUpdates === true) {
+                    actions.push((0, snackbarReducer_1.openSnackbar)({
+                        messageSection: 'transactionDetails_updatingPastTransactions',
+                        messageText: 'success',
+                        type: 'success',
+                    }));
+                }
+                else {
+                    actions.push((0, snackbarReducer_1.openSnackbar)({
+                        messageSection: 'transactionDetails_transactionUpdated',
+                        messageText: 'success',
+                        type: 'success',
+                    }));
+                }
+                return (0, rxjs_1.from)(actions);
+            }
+            else {
+                return (0, rxjs_1.of)((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Error', response.status));
+            }
+        }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Transaction mark as reviewed REST API call errored out ${error}`)))));
+    }
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`, preparePayload(action.payload.transactionId))
         .pipe((0, operators_1.mergeMap)((response) => {
@@ -19,44 +105,7 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
             const actions = [];
             actions.push((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Completed', undefined));
             const transactionKey = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
-            // Mark this transaction as not miscategorized anymore
             actions.push((0, transactionReducer_1.updateTransactionIsMiscategorized)(transactionKey, false));
-            if (action.payload.isExpenseAutomationEnabled === true) {
-                const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
-                const { transactionCategorizationView, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
-                const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
-                const { selectedPeriodByTenantId } = expenseAutomationViewState;
-                const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-                const txnId = action.payload.transactionId.id;
-                const autoTabLineItems = transactionCategorizationView.autoCategorized
-                    .transactionReviewLocalDataById[txnId]
-                    ?.transactionReviewLocalData.tabSpecificLineItems
-                    .autoCategorized ?? [];
-                const hasAutoLines = autoTabLineItems.length > 0;
-                const { uiState } = transactionCategorizationView[selectedTransactionCategorizationTab];
-                const removeIdsFromPeriod = selectedTransactionCategorizationTab === 'review'
-                    ? [txnId]
-                    : hasAutoLines
-                        ? []
-                        : [txnId];
-                actions.push((0, transactionsViewReducer_1.updateStatusForTransactionNotMiscategorizedUpdateForCategorization)(selectedTransactionCategorizationTab, [txnId], removeIdsFromPeriod, selectedPeriod, 'Completed'));
-                if (!hasAutoLines) {
-                    actions.push((0, transactionReducer_1.removeTransactionCategorization)({
-                        transactionIds: [txnId],
-                    }));
-                }
-                if (removeIdsFromPeriod.length > 0) {
-                    const totalCountByPeriod = uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)];
-                    const updatedTotalCount = totalCountByPeriod === 0
-                        ? totalCountByPeriod
-                        : totalCountByPeriod - 1;
-                    actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
-                        selectedPeriod,
-                        selectedTab: selectedTransactionCategorizationTab,
-                        totalCount: updatedTotalCount,
-                    }));
-                }
-            }
             actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
                 transactionId: action.payload.transactionId,
                 fetchState: 'Completed',
@@ -69,7 +118,6 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
                 }));
             }
             else {
-                //Finally everything done for this transaction
                 actions.push((0, snackbarReducer_1.openSnackbar)({
                     messageSection: 'transactionDetails_transactionUpdated',
                     messageText: 'success',

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

@@ -9,6 +9,7 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const recommendationPayload_1 = require("../../../commonPayloadTypes/recommendationPayload");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const customerTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/customerTransactionPayload");
 const otherTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/otherTransactionPayload");
 const transactionIDPayload_1 = require("../../../entity/transaction/payloadTypes/transactionIDPayload");
@@ -16,7 +17,6 @@ const transactionPayload_1 = require("../../../entity/transaction/payloadTypes/t
 const vendorTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/vendorTransactionPayload");
 const customerTransaction_1 = require("../../../entity/transaction/stateTypes/customerTransaction");
 const otherTransaction_1 = require("../../../entity/transaction/stateTypes/otherTransaction");
-const transactionType_1 = require("../../../entity/transaction/stateTypes/transactionType");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const toSupportedTransaction_1 = __importDefault(require("../../../entity/transaction/toSupportedTransaction"));
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
@@ -25,13 +25,12 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
 const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../responsePayload");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const transactionCategorizationLocalDataHelper_1 = require("../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
+const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDataHelper");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
-const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
     const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
@@ -42,24 +41,6 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const transactionIdResp = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
             const transactionDetailKeyForResponse = (0, transactionDetailState_1.getTransactionDetailKey)(transactionIdResp);
-            const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, undefined);
-            const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
-            let vendorUpdates = undefined;
-            if (tranVendorUpdates?.qboId != null) {
-                const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
-                if (vendor != null) {
-                    vendorUpdates = {
-                        id: vendor?.qboId,
-                        name: vendor?.name,
-                    };
-                }
-                else if (tranVendorUpdates.name != null) {
-                    vendorUpdates = {
-                        id: tranVendorUpdates.qboId,
-                        name: tranVendorUpdates.name,
-                    };
-                }
-            }
             const actions = [];
             if (response.data.vendors != null) {
                 actions.push((0, vendorReducer_1.updateVendors)(response.data.vendors, 'merge'));
@@ -72,30 +53,14 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
                 vendorId: response.data.vendors?.[0]?.vendor_id,
             }));
             actions.push((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(transactionIdResp, 'Completed'));
-            let callMarkTransactionAsNotMiscategorized = true;
-            // NOTE: If tran is vendorType OR JE OR Deposit transaction and there is no vendor chosen on this tranaction while saving,
-            // then we need to skip mark-miscategorized-as-correct api call
-            if ((0, transactionType_1.toVendorTransactionTypeStrict)(response.data.transaction.transaction_type) != null ||
-                (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null) {
-                const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
-                const isAnyClassMissing = isAccountingClassesEnabled &&
-                    checkIfClassMissingForAnyLineItem(response.data.transaction);
-                const isVendorOrCustomerMissingInAnyLine = (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null &&
-                    checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
-                if ((vendorUpdates?.id == null &&
-                    isVendorOrCustomerMissingInAnyLine == true) ||
-                    isAnyClassMissing == true) {
-                    callMarkTransactionAsNotMiscategorized = false;
-                }
-            }
             const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
             const transaction = (0, toSupportedTransaction_1.default)(response.data.transaction);
-            const isTransactionUnCategorized = (0, saveTransactionHelper_1.isTransactionUncategorized)(transaction, uncategorizedIncomeExpense);
+            const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
+            const eligibleLineIds = getLineIdsEligibleForReview(transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled);
             if (action.payload.transactionSaveUpdates.markAsMiscatUpdates ===
                 true &&
-                callMarkTransactionAsNotMiscategorized === true &&
-                isTransactionUnCategorized === false) {
-                actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled));
+                eligibleLineIds.length > 0) {
+                actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled, eligibleLineIds));
             }
             else {
                 actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
@@ -307,31 +272,25 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isA
     return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
 };
 exports.toTransactionUpdatePayload = toTransactionUpdatePayload;
-const checkIfClassMissingForAnyLineItem = (transactionPayload) => {
-    let isAnyClassMissing = false;
-    if (transactionPayload.lines != null) {
-        transactionPayload.lines.forEach((line) => {
-            if (line.line_detail?.class
-                ?.accounting_class_id == null) {
-                isAnyClassMissing = true;
-            }
-        });
-    }
-    return isAnyClassMissing;
-};
-const checkIfVendorOrCustomerMissingForAnyLineItem = (transactionPayload) => {
-    let isAnyVendorOrCustomerMissing = false;
-    if (transactionPayload.lines != null) {
-        transactionPayload.lines.forEach((line) => {
-            if (line.line_detail
-                ?.vendor == null &&
-                line.line_detail
-                    ?.customer == null) {
-                isAnyVendorOrCustomerMissing = true;
-            }
-        });
-    }
-    return isAnyVendorOrCustomerMissing;
+const getLineIdsEligibleForReview = (transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled) => {
+    return (transaction.lines ?? [])
+        .filter((line) => {
+        if (line.type !== 'transaction_with_account_and_class_line' &&
+            line.type !== 'journal_entry_transaction_line' &&
+            line.type !== 'transaction_with_product_or_service_line') {
+            return false;
+        }
+        const typedLine = line;
+        const hasCategory = !(0, transactionDetailLocalDataHelper_1.isAccountUncategorized)(uncategorizedIncomeExpense, typedLine.account?.qboId);
+        const hasClass = !isAccountingClassesEnabled || typedLine.class != null;
+        const hasAmount = (typedLine.amount?.amount ?? 0) !== 0;
+        const hasEntity = line.type !== 'journal_entry_transaction_line' ||
+            typedLine.vendor != null ||
+            typedLine.customer != null;
+        return hasCategory && hasClass && hasAmount && hasEntity;
+    })
+        .map((line) => line.id)
+        .filter(Boolean);
 };
 // Converts a locally-created line item (from edit mode) into the wire shape
 // expected by the categorize endpoint. Sending id='' signals the backend to

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -764,6 +764,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
         vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,
         selectedEntity: transactionDetailLocalData.selectedEntity,
+        editMode: transactionDetailLocalData.editMode,
     };
     return newLocalData;
 };
@@ -818,6 +819,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
         latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
         selectedEntity: transactionDetailLocalData.selectedEntity,
+        editMode: transactionDetailLocalData.editMode,
     };
     return newLocalData;
 };
@@ -838,7 +840,8 @@ const getChangedLineItemCountFromLocalData = (transaction, transactionLocalData)
                     const accountLine = line;
                     hasCategoryChanged =
                         accountLineLocal.account?.qboId !== accountLine.account.qboId &&
-                            accountLineLocal.account?.accountId !== accountLine.account.accountId;
+                            accountLineLocal.account?.accountId !==
+                                accountLine.account.accountId;
                     hasClassChanged =
                         (accountLineLocal.class?.qboId != null ||
                             accountLine.class?.qboId != null) &&

package/lib/view/transactionDetail/transactionDetailReducer.d.ts

@@ -38,10 +38,11 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;
 }, "transactionDetail/updateTransactionDetailSaveStatus", never, never>, clearTransactionDetailSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID], {
     transactionId: TransactionID;
-}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean], {
+}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean, lineIds?: string[] | undefined], {
     transactionId: TransactionID;
     transactionSaveUpdates: TransactionSaveUpdates;
     isExpenseAutomationEnabled: boolean;
+    lineIds: string[] | undefined;
 }, "transactionDetail/markTransactionAsNotMiscategorized", never, never>, deleteTransactionAttachment: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[attachmentFileName: string, transactionId: TransactionID], {
     attachmentFileName: string;
     transactionId: TransactionID;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -197,12 +197,13 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                     };
                 }
             },
-            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled) {
+            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, lineIds) {
                 return {
                     payload: {
                         transactionId,
                         transactionSaveUpdates,
                         isExpenseAutomationEnabled,
+                        lineIds,
                     },
                 };
             },

package/lib/zeniAPI.d.ts

@@ -10,7 +10,6 @@ export interface RESTAPIEndpoints {
     readonly authMicroServiceBaseUrl: string;
     readonly bankingMicroServiceBaseUrl: string;
     readonly cardMicroServiceBaseUrl: string;
-    readonly cashManagementAgentBaseUrl: string;
     readonly communicationAgentMicroServiceBaseUrl: string;
     readonly documentAIMicroServiceBaseUrl: string;
     readonly fileMicroServiceBaseUrl: string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.50",
+  "version": "5.1.51-beta0RR",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js

@@ -1,29 +0,0 @@
-import { toAmount } from '../../../../commonStateTypes/amount';
-import { date } from '../../../../zeniDayJS';
-import { toAutoSweepFrequency, } from './autoSweepFlowState';
-export const toSaveAutoSweepSettingsBody = (state) => ({
-    frequency: state.frequency,
-    memo: state.memo,
-    minimum_buffer_usd: state.bufferAmount.amount,
-});
-/**
- * Map a `GET /cash-management/settings` payload into the slice's writable
- * fields. Defensive on the frequency (string-from-the-wire → union via
- * `toAutoSweepFrequency`, falling back to `'weekly'` if the server returns
- * something we don't model yet). Only the source account *id* is stored
- * here — the full deposit-account payload is published to the entity bucket
- * by the fetch epic.
- */
-export const toAutoSweepFlowStatePatch = (payload) => {
-    const currencyCode = payload.source_bank_account.balances?.currency_code;
-    const currencySymbol = payload.source_bank_account.balances?.currency_symbol;
-    return {
-        bufferAmount: toAmount(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
-        frequency: toAutoSweepFrequency(payload.frequency) ?? 'weekly',
-        nextTransferDate: payload.next_run_date != null && payload.next_run_date !== ''
-            ? date(payload.next_run_date)
-            : undefined,
-        primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
-        settingsId: payload.cash_management_settings_id ?? undefined,
-    };
-};