@zeniai/client-epic-state 5.1.78-betaSI0 → 5.1.78

package/lib/reducer.js

@@ -194,6 +194,7 @@ const invoicingCustomerListViewReducer_1 = __importStar(require("./view/invoicin
 const invoicingDunningCaseDetailViewReducer_1 = __importStar(require("./view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewReducer"));
 const invoicingDunningCaseListViewReducer_1 = __importStar(require("./view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewReducer"));
 const invoicingOverviewReducer_1 = __importStar(require("./view/invoicing/invoicingOverview/invoicingOverviewReducer"));
+const invoicingQboViewReducer_1 = __importStar(require("./view/invoicing/invoicingQboView/invoicingQboViewReducer"));
 const invoicingSubscriptionDetailViewReducer_1 = __importStar(require("./view/invoicing/invoicingSubscriptionDetailView/invoicingSubscriptionDetailViewReducer"));
 const invoicingSubscriptionListViewReducer_1 = __importStar(require("./view/invoicing/invoicingSubscriptionListView/invoicingSubscriptionListViewReducer"));
 const invoicingTransactionDetailViewReducer_1 = __importStar(require("./view/invoicing/invoicingTransactionDetailView/invoicingTransactionDetailViewReducer"));
@@ -504,6 +505,7 @@ const initialViewsState = {
     invoicingInvoiceListState: invoiceListReducer_1.initialState,
     invoicingPaymentActionState: paymentActionReducer_1.initialState,
     invoicingConfigViewState: invoicingConfigViewReducer_1.initialState,
+    invoicingQboViewState: invoicingQboViewReducer_1.initialState,
     invoicingSettingsViewState: settingsViewReducer_1.initialState,
     invoicingCatalogActionState: catalogActionReducer_1.initialState,
     invoicingDiscountActionState: discountActionReducer_1.initialState,
@@ -793,6 +795,7 @@ const viewReducers = {
     invoicingInvoiceListState: invoiceListReducer_1.default,
     invoicingPaymentActionState: paymentActionReducer_1.default,
     invoicingConfigViewState: invoicingConfigViewReducer_1.default,
+    invoicingQboViewState: invoicingQboViewReducer_1.default,
     invoicingSettingsViewState: settingsViewReducer_1.default,
     invoicingCatalogActionState: catalogActionReducer_1.default,
     invoicingDiscountActionState: discountActionReducer_1.default,

package/lib/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js

@@ -30,7 +30,6 @@ const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => actions$.p
             page_token: pageToken,
             page_size: PAGE_SIZE,
             search_text: reviewUiState.searchString,
-            transaction_group: state.expenseAutomationTransactionsViewState.selectedTransactionGroup,
         };
         return zeniAPI.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
     };

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js

@@ -39,7 +39,6 @@ const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) => action
         sub_tab: selectedTab === 'autoCategorized'
             ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
             : completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
-        transaction_group: expenseAutomationTransactionsViewState.selectedTransactionGroup,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/expenseAutomationView/payload/transactionCategorizationPayload.d.ts

@@ -3,7 +3,6 @@ import { TransactionPayload } from '../../../entity/transaction/payloadTypes/tra
 import { SupportedTransactionPayload } from '../../../entity/transaction/transactionState';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { CompletedSubTab } from '../types/completedSubTab';
-import { TransactionGroup } from '../types/transactionGroup';
 export interface TransactionCategorizationQueryPayload {
     auto_categorized: boolean;
     end_date: string | null;
@@ -27,16 +26,6 @@ export interface TransactionCategorizationQueryPayload {
      * that the Receipts manual-match flow relies on.
      */
     search_all_statuses?: boolean;
-    /**
-     * Statement-level scope (`'expense' | 'income' | 'all'`). Always sent by the
-     * list epics. The backend `is_revenue_automation_enabled` gate is
-     * authoritative: when it is off the backend ignores this and returns the
-     * legacy expense scope regardless of the value, so there is no need to gate
-     * the send on the client (the gate isn't available to the redux epics anyway
-     * — it's a Statsig/React-side flag, not a tenant field). Optional only for
-     * wire/back-compat tolerance.
-     */
-    transaction_group?: TransactionGroup;
 }
 export interface TransactionCategorizationPayload {
     next_page_token: string | null;

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

@@ -15,7 +15,6 @@ import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
 import { TransactionFilters } from '../transactionFilterHelpers';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
-export declare const initialUIState: TransactionsViewUIState;
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined], {
@@ -68,9 +67,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     newSelectedTab: "review" | "autoCategorized";
 }, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "all" | "manual" | "ai_accountant"], {
     newSubTab: "all" | "manual" | "ai_accountant";
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionGroup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newGroup: "income" | "expense" | "all"], {
-    newGroup: "income" | "expense" | "all";
-}, "expenseAutomationTransactionsView/updateTransactionGroup", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationCompletedSubTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionGroup = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = exports.initialUIState = void 0;
+exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -12,18 +12,7 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
 const completedSubTab_1 = require("../types/completedSubTab");
-const transactionGroup_1 = require("../types/transactionGroup");
 const transactionsViewState_1 = require("../types/transactionsViewState");
-exports.initialUIState = {
-    sortKey: 'date',
-    sortOrder: 'descending',
-    searchString: '',
-    nodeCollapseState: {},
-    scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-    pageToken: null,
-    totalCount: {},
-    limit: 10,
-};
 exports.initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -37,7 +26,16 @@ exports.initialTransactionTabViewState = {
         fetchState: 'Not-Started',
         error: undefined,
     },
-    uiState: { ...exports.initialUIState },
+    uiState: {
+        sortKey: 'date',
+        sortOrder: 'descending',
+        searchString: '',
+        nodeCollapseState: {},
+        scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+        pageToken: null,
+        totalCount: {},
+        limit: 10,
+    },
     filters: {
         categoryCombinationOperator: 'AND',
         categories: [],
@@ -63,7 +61,6 @@ exports.initialState = {
     },
     selectedTransactionCategorizationTab: 'review',
     selectedTransactionCategorizationCompletedSubTab: completedSubTab_1.DEFAULT_COMPLETED_SUB_TAB,
-    selectedTransactionGroup: transactionGroup_1.DEFAULT_TRANSACTION_GROUP,
     transactionCategorizationView: {
         review: { ...exports.initialTransactionTabViewState },
         autoCategorized: { ...exports.initialTransactionTabViewState },
@@ -409,48 +406,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 return { payload: { newSubTab } };
             },
         },
-        updateTransactionGroup: {
-            reducer(draft, action) {
-                const { newGroup } = action.payload;
-                if (draft.selectedTransactionGroup === newGroup) {
-                    return;
-                }
-                draft.selectedTransactionGroup = newGroup;
-                // A group change re-scopes the entire dataset on the backend (by
-                // account_type), so every parent tab, sub-tab snapshot and count is now
-                // stale. Drop the sub-tab cache and parent counts, and reset each tab's
-                // paginated data slots so the view epic's cache check falls through to a
-                // fresh page-1 fetch. User preferences (search, sort, limit, collapse
-                // state) are intentionally preserved, mirroring the sub-tab switch.
-                draft.autoCategorizedSubTabCache = {};
-                draft.parentTotalCountByTab = { review: {}, autoCategorized: {} };
-                transactionsViewState_1.TRANSACTIONS_TABS.forEach((tab) => {
-                    const view = draft.transactionCategorizationView[tab];
-                    // Reset uiState to its initial values but keep the user prefs (search,
-                    // sort, limit, collapse) in place -- mirroring the sub-tab switch. Then
-                    // drop the loaded rows and any stale selection pointing at a now-absent
-                    // row to avoid transient invalid state.
-                    const { searchString, sortKey, sortOrder, nodeCollapseState, limit } = view.uiState;
-                    view.uiState = {
-                        ...exports.initialUIState,
-                        searchString,
-                        sortKey,
-                        sortOrder,
-                        nodeCollapseState,
-                        limit,
-                    };
-                    view.transactionIdsBySelectedPeriod = {};
-                    view.fetchState = 'Not-Started';
-                    view.error = undefined;
-                    view.selectedTransactionId = undefined;
-                    view.selectedTransactionLineId = undefined;
-                    view.selectedCheckBoxTransactionIds = [];
-                });
-            },
-            prepare(newGroup) {
-                return { payload: { newGroup } };
-            },
-        },
         updateTransactionCategorization: {
             reducer(draft, action) {
                 const selectedTab = action.payload.selectedTab;
@@ -1121,5 +1076,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionGroup = _a.updateTransactionGroup, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -8,7 +8,6 @@ import { SupportedTransactionWithCOT } from '../../../entity/transaction/transac
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { ProjectListSelectorView } from '../../projectList/projectListSelector';
 import { CompletedSubTab } from '../types/completedSubTab';
-import { TransactionGroup } from '../types/transactionGroup';
 import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
 export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
@@ -39,7 +38,6 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     saveStatus: FetchStateAndError;
     selectedCheckBoxTransactionIds: ID[];
     selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
-    selectedTransactionGroup: TransactionGroup;
     /**
      * Per-(sub-)tab counts mirroring `total_count` from the listing response.
      * Powers pagination via `InfiniteLoader.itemCount`, in-list count copy,

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -96,7 +96,7 @@ var createTransferEntrySelector_2 = require("../../createTransferEntry/createTra
 Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, } = state;
-    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, selectedTransactionGroup, } = expenseAutomationTransactionsViewState;
+    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -250,6 +250,5 @@ function getExpenseAutomationTransactionView(state) {
         creditCardTransferAccountsList,
         transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
-        selectedTransactionGroup,
     };
 }

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

@@ -19,7 +19,6 @@ import { EntityRecommendationKey } from '../../recommendation/recommendationStat
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 import { TransactionFilters } from '../transactionFilterHelpers';
 import { CompletedSubTab } from './completedSubTab';
-import { TransactionGroup } from './transactionGroup';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
@@ -148,16 +147,6 @@ export type TransactionsViewState = {
     parentTotalCountByTab: Record<TransactionsTab, Record<MonthYearPeriodId, number>>;
     selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
     selectedTransactionCategorizationTab: TransactionsTab;
-    /**
-     * Statement-level scope (`'expense' | 'income' | 'all'`) forwarded to the
-     * listing API as `transaction_group`. Unlike the in-memory {@link
-     * TransactionsTabViewState.filters}, a change here invalidates every tab /
-     * sub-tab / count and drives a server refetch (the backend re-scopes the
-     * whole dataset by account_type). Only surfaced in the UI when the
-     * `is_revenue_automation_enabled` gate is on; the backend gate is
-     * authoritative regardless of what is sent.
-     */
-    selectedTransactionGroup: TransactionGroup;
     transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
 };
 export interface TransactionLineUpdates {

package/lib/view/invoicing/createCreditNote/createCreditNoteFormConfig.js

@@ -3,7 +3,12 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.initialCreateCreditNoteFormLocalData = void 0;
 const initialCreateCreditNoteFormLocalData = () => ({
     customerId: '',
-    lineItems: [{ description: '', quantity: '1', unitAmount: '' }],
+    lineItems: [
+        {
+            description: '',
+            quantity: '1',
+        },
+    ],
     reasonCode: '',
     referenceInvoiceId: '',
 });

package/lib/view/invoicing/createCreditNote/createCreditNotePayload.js

@@ -1,18 +1,11 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.localDataToCreateCreditNotePayload = void 0;
-const dollarsFromAmountString = (value) => {
-    const parsed = Number.parseFloat(value);
-    if (Number.isNaN(parsed)) {
-        return 0;
-    }
-    return parsed;
-};
 const localDataToCreateCreditNotePayload = (localData) => {
     const lineItems = localData.lineItems
         .map((lineItem) => {
         const quantity = Math.round(Number.parseFloat(lineItem.quantity));
-        const unitAmount = dollarsFromAmountString(lineItem.unitAmount);
+        const unitAmount = lineItem.unitAmount?.amount ?? 0;
         return {
             description: lineItem.description.trim(),
             quantity,

package/lib/view/invoicing/createCreditNote/createCreditNoteState.d.ts

@@ -1,8 +1,10 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchedState, ID } from '../../../commonStateTypes/common';
 export interface CreateCreditNoteLineItemDraft {
     description: string;
     quantity: string;
-    unitAmount: string;
+    /** Unset until entered, so a blank field is distinguishable from a real 0. */
+    unitAmount?: Amount;
 }
 export interface CreateCreditNoteFormLocalData {
     customerId: string;

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.d.ts

@@ -1,3 +1,4 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import type { InvoicingPlan } from '../../../entity/invoicing/plan/planState';
 import type { InvoicingProduct } from '../../../entity/invoicing/product/productState';
 import type { InvoicingCatalogItemFormSubFamily } from './editInvoicingCatalogItemDetailViewState';
@@ -39,12 +40,12 @@ export interface CreateSubFamilyFormValues {
     period: string;
     periodUnit: string;
     priceCode: string;
-    priceDollars: string;
     pricingModel: string;
     prorationType: string;
     trialEndAction: string;
     trialPeriod: string;
     trialPeriodUnit: string;
+    priceDollars?: Amount;
 }
 /** Build POST /catalog/products body for Create sub-family. */
 export declare const createSubFamilyFormToPayload: (itemId: string, itemType: string, values: CreateSubFamilyFormValues) => Record<string, unknown>;

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.js

@@ -35,7 +35,7 @@ const tierToPayload = (tier) => ({
     package_size: hasValue(tier.packageSize)
         ? Number(tier.packageSize)
         : undefined,
-    price: toAmountValue(tier.price),
+    price: tier.price?.amount ?? 0,
     pricing_type: tier.pricingType,
     starting_unit: Number(tier.startingUnit) || 1,
 });
@@ -49,7 +49,7 @@ const subFamilyToProductUpdate = (subFamily, itemType) => {
         is_taxable: subFamily.isTaxable,
         period: hasValue(subFamily.period) ? Number(subFamily.period) : null,
         period_unit: hasValue(subFamily.period) ? subFamily.periodUnit : null,
-        price: tiered ? 0 : toAmountValue(subFamily.priceDollars),
+        price: tiered ? 0 : (subFamily.priceDollars?.amount ?? 0),
         pricing_model: subFamily.pricingModel,
         show_description_in_quotes: subFamily.showDescriptionInQuotes,
         tiers: tiered ? subFamily.tiers.map(tierToPayload) : [],
@@ -117,7 +117,6 @@ const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan', origina
     };
 };
 exports.catalogDetailEditValuesToSavePayload = catalogDetailEditValuesToSavePayload;
-const toAmountValue = (value) => Number(value) || 0;
 /** Build POST /catalog/products body for Create sub-family. */
 const createSubFamilyFormToPayload = (itemId, itemType, values) => {
     const name = values.name.trim();
@@ -128,7 +127,7 @@ const createSubFamilyFormToPayload = (itemId, itemType, values) => {
         is_taxable: true,
         item_id: itemId,
         name,
-        price: toAmountValue(values.priceDollars),
+        price: values.priceDollars?.amount ?? 0,
         price_code: priceCode,
         pricing_model: values.pricingModel || 'flat_fee',
         show_description_in_invoices: true,
@@ -168,7 +167,7 @@ const productToCreateSubFamilyFormValues = (product) => ({
     period: product?.period != null ? String(product.period) : '1',
     periodUnit: product?.periodUnit ?? 'month',
     priceCode: '',
-    priceDollars: product?.price != null ? String(product.price.amount) : '',
+    priceDollars: product?.price,
     pricingModel: product?.pricingModel ?? 'flat_fee',
     prorationType: product?.prorationType ?? 'site_default',
     trialEndAction: product?.trialEndAction ?? 'site_default',

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewPayload.js

@@ -10,17 +10,16 @@ const toProductCode = (value) => value
     .toLowerCase()
     .replace(/[^a-z0-9]+/g, '-')
     .replace(/^-|-$/g, '');
-const toAmountValue = (value) => Number(value) || 0;
-const buildAccountingDetail = (localData) => {
+const buildAccountingDetail = (subFamily) => {
     const detail = {};
-    if (localData.sku.trim() !== '') {
-        detail.sku = localData.sku.trim();
+    if (subFamily.sku.trim() !== '') {
+        detail.sku = subFamily.sku.trim();
     }
-    if (localData.accountingCode.trim() !== '') {
-        detail.accounting_code = localData.accountingCode.trim();
+    if (subFamily.accountingCode.trim() !== '') {
+        detail.accounting_code = subFamily.accountingCode.trim();
     }
-    if (localData.accountingCategory.trim() !== '') {
-        detail.accounting_category_1 = localData.accountingCategory.trim();
+    if (subFamily.accountingCategory.trim() !== '') {
+        detail.accounting_category_1 = subFamily.accountingCategory.trim();
     }
     return Object.keys(detail).length > 0 ? detail : undefined;
 };
@@ -34,7 +33,7 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
         free_quantity: Number(subFamily.freeQuantity) || 0,
         is_taxable: subFamily.isTaxable,
         name,
-        price: tiered ? 0 : toAmountValue(subFamily.priceDollars),
+        price: tiered ? 0 : (subFamily.priceDollars?.amount ?? 0),
         price_code: priceCode,
         pricing_model: subFamily.pricingModel,
         show_description_in_invoices: subFamily.showDescriptionInInvoices,
@@ -73,12 +72,12 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
         payload.tiers = subFamily.tiers.map((tier) => ({
             ending_unit: tier.endingUnit.trim() !== '' ? Number(tier.endingUnit) : undefined,
             package_size: tier.packageSize.trim() !== '' ? Number(tier.packageSize) : undefined,
-            price: toAmountValue(tier.price),
+            price: tier.price?.amount ?? 0,
             pricing_type: tier.pricingType,
             starting_unit: Number(tier.startingUnit) || 1,
         }));
     }
-    const accountingDetail = buildAccountingDetail(localData);
+    const accountingDetail = buildAccountingDetail(subFamily);
     if (accountingDetail != null) {
         payload.accounting_detail = accountingDetail;
     }

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewState.d.ts

@@ -1,15 +1,21 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchedState, ID } from '../../../commonStateTypes/common';
 import { InvoicingCatalogItemKind } from '../invoicingCatalogItemDetailView/invoicingCatalogItemDetailViewState';
 /** A single pricing tier within a sub-family (values kept as raw strings). */
 export interface InvoicingCatalogItemFormTier {
     endingUnit: string;
     packageSize: string;
-    price: string;
     pricingType: string;
     startingUnit: string;
+    /** Unset until entered, so a blank field is distinguishable from a real 0. */
+    price?: Amount;
 }
 /** A sub-family (price point) of a catalog item. */
 export interface InvoicingCatalogItemFormSubFamily {
+    /** Accounting integration is per sub-family: the API carries
+     * `accounting_detail` on each product, not on the parent item. */
+    accountingCategory: string;
+    accountingCode: string;
     billingCycles: string;
     description: string;
     freeQuantity: string;
@@ -20,15 +26,17 @@ export interface InvoicingCatalogItemFormSubFamily {
     period: string;
     periodUnit: string;
     priceCode: string;
-    priceDollars: string;
     pricingModel: string;
     prorationType: string;
     showDescriptionInInvoices: boolean;
     showDescriptionInQuotes: boolean;
+    sku: string;
     tiers: InvoicingCatalogItemFormTier[];
     trialEndAction: string;
     trialPeriod: string;
     trialPeriodUnit: string;
+    /** Unset until entered, so a blank field is distinguishable from a real 0. */
+    priceDollars?: Amount;
 }
 /**
  * Draft form state for the create/edit catalog item (plan / add-on / one-time
@@ -37,8 +45,6 @@ export interface InvoicingCatalogItemFormSubFamily {
  * every type is persisted as a parent catalog item through `/catalog/plans`.
  */
 export interface InvoicingCatalogItemFormLocalData {
-    accountingCategory: string;
-    accountingCode: string;
     applicableItems: string[];
     catalogType: string;
     description: string;
@@ -46,7 +52,6 @@ export interface InvoicingCatalogItemFormLocalData {
     itemApplicability: string;
     name: string;
     productCode: string;
-    sku: string;
     subFamilies: InvoicingCatalogItemFormSubFamily[];
     unit: string;
 }

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/invoicingCatalogItemFormConfig.js

@@ -48,12 +48,13 @@ exports.isTieredCatalogPricingModel = isTieredCatalogPricingModel;
 const blankInvoicingCatalogTier = (startingUnit = '1') => ({
     endingUnit: '',
     packageSize: '',
-    price: '',
     pricingType: 'per_unit',
     startingUnit,
 });
 exports.blankInvoicingCatalogTier = blankInvoicingCatalogTier;
 const blankInvoicingCatalogSubFamily = () => ({
+    accountingCategory: '',
+    accountingCode: '',
     billingCycles: '',
     description: '',
     freeQuantity: '0',
@@ -63,12 +64,12 @@ const blankInvoicingCatalogSubFamily = () => ({
     name: '',
     period: '1',
     periodUnit: 'month',
-    priceDollars: '',
     priceCode: '',
     pricingModel: 'flat_fee',
     prorationType: 'site_default',
     showDescriptionInInvoices: true,
     showDescriptionInQuotes: true,
+    sku: '',
     tiers: [(0, exports.blankInvoicingCatalogTier)('1')],
     trialEndAction: 'site_default',
     trialPeriod: '',
@@ -82,7 +83,10 @@ const invoicingProductToCatalogItemFormSubFamily = (product) => {
     }
     return {
         ...base,
+        accountingCategory: product.accountingDetail?.accountingCategory1 ?? '',
+        accountingCode: product.accountingDetail?.accountingCode ?? '',
         billingCycles: product.billingCycles != null ? String(product.billingCycles) : '',
+        sku: product.accountingDetail?.sku ?? '',
         description: product.description ?? '',
         freeQuantity: product.freeQuantity != null ? String(product.freeQuantity) : '0',
         id: product.id,
@@ -91,7 +95,7 @@ const invoicingProductToCatalogItemFormSubFamily = (product) => {
         name: product.name ?? '',
         period: product.period != null ? String(product.period) : '1',
         periodUnit: product.periodUnit ?? 'month',
-        priceDollars: product.price != null ? String(product.price.amount) : '',
+        priceDollars: product.price,
         priceCode: product.priceCode ?? '',
         pricingModel: product.pricingModel ?? 'flat_fee',
         prorationType: product.prorationType ?? 'site_default',
@@ -101,7 +105,7 @@ const invoicingProductToCatalogItemFormSubFamily = (product) => {
             ? product.tiers.map((tier) => ({
                 endingUnit: tier.endingUnit != null ? String(tier.endingUnit) : '',
                 packageSize: tier.packageSize != null ? String(tier.packageSize) : '',
-                price: String(tier.price.amount),
+                price: tier.price,
                 pricingType: tier.pricingType ?? 'per_unit',
                 startingUnit: String(tier.startingUnit ?? 1),
             }))
@@ -113,8 +117,6 @@ const invoicingProductToCatalogItemFormSubFamily = (product) => {
 };
 exports.invoicingProductToCatalogItemFormSubFamily = invoicingProductToCatalogItemFormSubFamily;
 exports.initialInvoicingCatalogItemFormLocalData = {
-    accountingCategory: '',
-    accountingCode: '',
     applicableItems: [],
     catalogType: 'plan',
     description: '',
@@ -122,7 +124,6 @@ exports.initialInvoicingCatalogItemFormLocalData = {
     itemApplicability: 'all',
     name: '',
     productCode: '',
-    sku: '',
     subFamilies: [(0, exports.blankInvoicingCatalogSubFamily)()],
     unit: '',
 };
@@ -143,8 +144,6 @@ const entityToInvoicingCatalogItemFormLocalData = (item) => {
             ? 'addon'
             : 'plan';
     return {
-        accountingCategory: plan.subFamilies?.[0]?.accountingDetail?.accountingCategory1 ?? '',
-        accountingCode: plan.subFamilies?.[0]?.accountingDetail?.accountingCode ?? '',
         applicableItems: item.applicableItems ?? [],
         catalogType,
         description: item.description ?? '',
@@ -152,7 +151,6 @@ const entityToInvoicingCatalogItemFormLocalData = (item) => {
         itemApplicability: item.itemApplicability ?? 'all',
         name: item.name ?? '',
         productCode: item.productCode ?? '',
-        sku: plan.subFamilies?.[0]?.accountingDetail?.sku ?? '',
         subFamilies: plan?.subFamilies != null && plan.subFamilies.length > 0
             ? plan.subFamilies.map(exports.invoicingProductToCatalogItemFormSubFamily)
             : [(0, exports.invoicingProductToCatalogItemFormSubFamily)()],

package/lib/view/invoicing/editInvoicingCouponDetailView/editInvoicingCouponDetailViewPayload.js

@@ -25,8 +25,8 @@ const localDataToSaveInvoicingCouponPayload = (localData, isCreate) => {
         data.discount_percentage = Number(localData.discountPercentage);
     }
     if (localData.discountType === 'fixed_amount') {
-        if (localData.discountAmount.trim() !== '') {
-            data.discount_amount = Number(localData.discountAmount);
+        if (localData.discountAmount != null) {
+            data.discount_amount = localData.discountAmount.amount;
         }
         data.currency_code = 'USD';
     }

package/lib/view/invoicing/editInvoicingCouponDetailView/editInvoicingCouponDetailViewReducer.js

@@ -3,12 +3,12 @@ var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.resetEditInvoicingCouponDetailView = exports.submitInvoicingCouponFormFailure = exports.submitInvoicingCouponFormSuccess = exports.saveInvoicingCoupon = exports.submitInvoicingCouponForm = exports.updateInvoicingCouponFormDraft = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
-const invoicingCouponFormConfig_1 = require("./invoicingCouponFormConfig");
+const editInvoicingCouponDetailViewState_1 = require("./editInvoicingCouponDetailViewState");
 exports.initialState = {
     fetchState: 'Not-Started',
     error: undefined,
     editDraftById: {},
-    newCouponDraft: { ...invoicingCouponFormConfig_1.initialInvoicingCouponFormLocalData },
+    newCouponDraft: { ...editInvoicingCouponDetailViewState_1.initialInvoicingCouponFormLocalData },
     savedCouponId: undefined,
     hasValidState() {
         return this.fetchState === 'Completed';
@@ -61,7 +61,7 @@ const editInvoicingCouponDetailView = (0, toolkit_1.createSlice)({
             draft.error = undefined;
             draft.savedCouponId = undefined;
             draft.editDraftById = {};
-            draft.newCouponDraft = { ...invoicingCouponFormConfig_1.initialInvoicingCouponFormLocalData };
+            draft.newCouponDraft = { ...editInvoicingCouponDetailViewState_1.initialInvoicingCouponFormLocalData };
         },
     },
 });