@zeniai/client-epic-state 5.2.61 → 5.2.62-beta0KB

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "create_transaction" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -194,6 +194,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'send_email_magic_link_to_user',
     'complete_profile_done',
     'create_transfer_entry',
+    'create_transaction',
     'reports_resync',
     'invalid_phone_number',
     'transactions_categorized_updated_failed',
@@ -268,6 +269,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'invoicing_subscription_reactivated',
     'invoicing_subscription_resumed',
     'invoicing_subscription_term_end_changed',
+    'invoicing_data_import_download',
 ];
 const toSnackbarMessageSection = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 exports.toSnackbarMessageSection = toSnackbarMessageSection;

package/lib/entity/transaction/stateTypes/paymentType.d.ts

@@ -1,4 +1,4 @@
-declare const toPaymentType: (v: string) => "credit_card" | "check" | "cash";
-export declare const toPaymentTypeStrict: (v?: string) => "credit_card" | "check" | "cash" | undefined;
+declare const toPaymentType: (v: string) => "credit_card" | "check" | "cash" | "debit_card";
+export declare const toPaymentTypeStrict: (v?: string) => "credit_card" | "check" | "cash" | "debit_card" | undefined;
 export type PaymentType = ReturnType<typeof toPaymentType>;
 export {};

package/lib/entity/transaction/stateTypes/paymentType.js

@@ -2,7 +2,15 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toPaymentTypeStrict = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-const ALL_PAYMENT_TYPES = ['check', 'cash', 'credit_card'];
+// Mirrors the backend's ZENI_PAYMENT_TYPES. debit_card is write-only today (the Create
+// Transaction form offers it); no read path switches exhaustively on PaymentType, and
+// toPaymentTypeStrict still returns undefined for anything outside this list.
+const ALL_PAYMENT_TYPES = [
+    'check',
+    'cash',
+    'credit_card',
+    'debit_card',
+];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toPaymentType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PAYMENT_TYPES);
 const toPaymentTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_PAYMENT_TYPES);

package/lib/entity/transaction/stateTypes/printStatus.d.ts

@@ -0,0 +1,4 @@
+declare const toPrintStatusInternal: (v: string) => "NotSet" | "NeedToPrint" | "PrintComplete";
+export declare const toPrintStatus: (v?: string) => "NotSet" | "NeedToPrint" | "PrintComplete" | undefined;
+export type PrintStatus = ReturnType<typeof toPrintStatusInternal>;
+export {};

package/lib/entity/transaction/stateTypes/printStatus.js

@@ -0,0 +1,15 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toPrintStatus = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+// QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
+// transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
+const ALL_PRINT_STATUSES = [
+    'NotSet',
+    'NeedToPrint',
+    'PrintComplete',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toPrintStatusInternal = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PRINT_STATUSES);
+const toPrintStatus = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_PRINT_STATUSES);
+exports.toPrintStatus = toPrintStatus;

package/lib/epic.d.ts

@@ -655,6 +655,9 @@ import { ActionType as UpdateTaskFromListViewActionType } from './view/taskManag
 import { ActionType as FetchTasksCardActionType } from './view/tasksCard/fetchTasksCardEpic';
 import { ActionType as TopExActionType } from './view/topEx/topExEpic';
 import { ActionType as FetchTransactionActivityLogActionType } from './view/transactionActivityLogView/fetchTransactionActivityLogEpic';
+import { ActionType as CreateTransactionActionType } from './view/transactionDetail/createTransaction/epics/createTransactionEpic';
+import { ActionType as FetchVendorRecommendationsForCreateTransactionActionType } from './view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic';
+import { ActionType as InitializeCreateTransactionLocalDataActionType } from './view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic';
 import { ActionType as DeleteTransactionAttachmentActionType } from './view/transactionDetail/epics/deleteTransactionAttachmentEpic';
 import { ActionType as DownloadAccountingProviderAttachmentActionType } from './view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic';
 import { ActionType as InitializeTransactionDetailLocalDataActionType } from './view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic';
@@ -702,5 +705,5 @@ import { ActionType as FetchDepositAccStatementListActionType } from './view/zen
 import { ActionType as FetchZeniAccStatePageActionType } from './view/zeniAccStatementList/fetchZeniAccStatementPageEpic';
 import { ActionType as ApproveOAuthConsentActionType } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
 /** Root action type is union of all the epic action type */
-export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
+export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransactionActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorRecommendationsForCreateTransactionActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeCreateTransactionLocalDataActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
 export declare const featureRootEpic: Epic<RootActionType>;

package/lib/epic.js

@@ -727,6 +727,9 @@ const updateTaskFromListViewEpic_1 = require("./view/taskManager/taskListView/ep
 const fetchTasksCardEpic_1 = require("./view/tasksCard/fetchTasksCardEpic");
 const topExEpic_1 = require("./view/topEx/topExEpic");
 const fetchTransactionActivityLogEpic_1 = require("./view/transactionActivityLogView/fetchTransactionActivityLogEpic");
+const createTransactionEpic_1 = require("./view/transactionDetail/createTransaction/epics/createTransactionEpic");
+const fetchVendorRecommendationsForCreateTransactionEpic_1 = require("./view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic");
+const initializeCreateTransactionLocalDataEpic_1 = require("./view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic");
 const deleteTransactionAttachmentEpic_1 = require("./view/transactionDetail/epics/deleteTransactionAttachmentEpic");
 const downloadAccountingProviderAttachmentEpic_1 = require("./view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic");
 const initializeTransactionDetailLocalDataEpic_1 = require("./view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic");
@@ -844,6 +847,7 @@ const ALL_EPICS = [
     createSubTaskEpic_1.createSubTaskEpic,
     createTagEpic_1.createTagEpic,
     createTaskFromTaskGroupTemplateEpic_1.createTaskFromTaskGroupTemplateEpic,
+    createTransactionEpic_1.createTransactionEpic,
     createTransferEntryEpic_1.createTransferEntryEpic,
     createUserBankAccountEpic_1.createUserBankAccountEpic,
     deleteAccountStatementEpic_1.deleteAccountStatementEpic,
@@ -1253,6 +1257,7 @@ const ALL_EPICS = [
     fetchVendorFirstReviewAttachmentsEpic_1.fetchVendorFirstReviewAttachmentsEpic,
     fetchVendorFirstReviewViewEpic_1.fetchVendorFirstReviewViewEpic,
     fetchVendorGlobalReviewViewEpic_1.fetchVendorGlobalReviewViewEpic,
+    fetchVendorRecommendationsForCreateTransactionEpic_1.fetchVendorRecommendationsForCreateTransactionEpic,
     fetchVendorsFiling1099AllEpic_1.fetchVendorsFiling1099AllEpic,
     fetchVendorsFiling1099DownloadEpic_1.fetchVendorsFiling1099DownloadEpic,
     fetchVendorsFiling1099ListEpic_1.fetchVendorsFiling1099ListEpic,
@@ -1283,6 +1288,7 @@ const ALL_EPICS = [
     initializeBillToLocalStoreEpic_1.initializeBillToLocalStoreEpic,
     initializeCardUserOnboardingLocalDataEpic_1.initializeCardUserOnboardingLocalDataEpic,
     initializeCompanyHealthMetricViewLocalData_1.initializeCompanyHealthMetricViewLocalDataEpic,
+    initializeCreateTransactionLocalDataEpic_1.initializeCreateTransactionLocalDataEpic,
     initializeDynamicFormEpic_1.initializeDynamicFormEpic,
     initializeEditPersonEpic_1.initializeEditPersonEpic,
     initializeJeScheduleLocalDataEpic_1.initializeJeScheduleLocalDataEpic,

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -191,6 +191,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'send_email_magic_link_to_user',
     'complete_profile_done',
     'create_transfer_entry',
+    'create_transaction',
     'reports_resync',
     'invalid_phone_number',
     'transactions_categorized_updated_failed',
@@ -265,6 +266,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'invoicing_subscription_reactivated',
     'invoicing_subscription_resumed',
     'invoicing_subscription_term_end_changed',
+    'invoicing_data_import_download',
 ];
 export const toSnackbarMessageSection = (v) => stringToUnion(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 // Keeping this different from the message type, since we may not have messages in all instances

package/lib/esm/entity/transaction/stateTypes/paymentType.js

@@ -1,5 +1,13 @@
 import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
-const ALL_PAYMENT_TYPES = ['check', 'cash', 'credit_card'];
+// Mirrors the backend's ZENI_PAYMENT_TYPES. debit_card is write-only today (the Create
+// Transaction form offers it); no read path switches exhaustively on PaymentType, and
+// toPaymentTypeStrict still returns undefined for anything outside this list.
+const ALL_PAYMENT_TYPES = [
+    'check',
+    'cash',
+    'credit_card',
+    'debit_card',
+];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toPaymentType = (v) => stringToUnion(v, ALL_PAYMENT_TYPES);
 export const toPaymentTypeStrict = (v) => stringToUnionStrict(v ?? '', ALL_PAYMENT_TYPES);

package/lib/esm/entity/transaction/stateTypes/printStatus.js

@@ -0,0 +1,11 @@
+import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
+// QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
+// transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
+const ALL_PRINT_STATUSES = [
+    'NotSet',
+    'NeedToPrint',
+    'PrintComplete',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toPrintStatusInternal = (v) => stringToUnion(v, ALL_PRINT_STATUSES);
+export const toPrintStatus = (v) => stringToUnionStrict(v ?? '', ALL_PRINT_STATUSES);

package/lib/esm/epic.js

@@ -724,6 +724,9 @@ import { updateTaskFromListViewEpic, } from './view/taskManager/taskListView/epi
 import { fetchTasksCardEpic, } from './view/tasksCard/fetchTasksCardEpic';
 import { fetchTopExEpic, } from './view/topEx/topExEpic';
 import { fetchTransactionActivityLogEpic, } from './view/transactionActivityLogView/fetchTransactionActivityLogEpic';
+import { createTransactionEpic, } from './view/transactionDetail/createTransaction/epics/createTransactionEpic';
+import { fetchVendorRecommendationsForCreateTransactionEpic, } from './view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic';
+import { initializeCreateTransactionLocalDataEpic, } from './view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic';
 import { deleteTransactionAttachmentEpic, } from './view/transactionDetail/epics/deleteTransactionAttachmentEpic';
 import { downloadAccountingProviderAttachmentEpic, } from './view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic';
 import { initializeTransactionDetailLocalDataEpic, } from './view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic';
@@ -841,6 +844,7 @@ const ALL_EPICS = [
     createSubTaskEpic,
     createTagEpic,
     createTaskFromTaskGroupTemplateEpic,
+    createTransactionEpic,
     createTransferEntryEpic,
     createUserBankAccountEpic,
     deleteAccountStatementEpic,
@@ -1250,6 +1254,7 @@ const ALL_EPICS = [
     fetchVendorFirstReviewAttachmentsEpic,
     fetchVendorFirstReviewViewEpic,
     fetchVendorGlobalReviewViewEpic,
+    fetchVendorRecommendationsForCreateTransactionEpic,
     fetchVendorsFiling1099AllEpic,
     fetchVendorsFiling1099DownloadEpic,
     fetchVendorsFiling1099ListEpic,
@@ -1280,6 +1285,7 @@ const ALL_EPICS = [
     initializeBillToLocalStoreEpic,
     initializeCardUserOnboardingLocalDataEpic,
     initializeCompanyHealthMetricViewLocalDataEpic,
+    initializeCreateTransactionLocalDataEpic,
     initializeDynamicFormEpic,
     initializeEditPersonEpic,
     initializeExpenseAutomationJeScheduleLocalDataEpic,

package/lib/esm/index.js

@@ -428,8 +428,11 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
+import { prepareCreateTransactionPayload, } from './view/transactionDetail/createTransaction/createTransactionPayload';
+import { getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, getCreateTransactionView, } from './view/transactionDetail/createTransaction/createTransactionSelector';
+import { ALL_CREATABLE_TRANSACTION_TYPES, } from './view/transactionDetail/createTransaction/createTransactionState';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { addSplitLine, clearTransactionDetailSaveStatus, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { addCreateTransactionLine, addSplitLine, clearRecommendationsForCreateTransactionLines, clearTransactionDetailSaveStatus, createTransaction, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, initializeCreateTransactionLocalData, removeCreateTransactionLine, resetCreateTransactionLocalData, setRecommendationsForCreateTransactionLines, updateCreateTransactionLineLocalData, updateCreateTransactionLocalData, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, 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';
@@ -554,7 +557,7 @@ export { isTransferTransaction };
 export { getScheduleTransactionById, getSupportedTransactionById, };
 export { 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, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
+export { ALL_CREATABLE_TRANSACTION_TYPES, initializeCreateTransactionLocalData, updateCreateTransactionLocalData, updateCreateTransactionLineLocalData, addCreateTransactionLine, removeCreateTransactionLine, resetCreateTransactionLocalData, createTransaction, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines, clearRecommendationsForCreateTransactionLines, getCreateTransactionView, getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, prepareCreateTransactionPayload, 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, };

package/lib/esm/view/spendManagement/billPay/editBillView/editBillViewSelector.js

@@ -625,7 +625,7 @@ export const getDueDate = (billStageCode, dueDate, invoiceDate, bookCloseDate) =
     }
 };
 export const getWithdrawFrom = (state, fromAccountId, fromAccountType, companyId, lastSelectedFromAccount) => {
-    const { paymentAccountState, depositAccountState, depositAccountListState, paymentAccountListState, } = state;
+    const { paymentAccountState, depositAccountState, paymentAccountListState } = state;
     if (fromAccountId != null) {
         const withdrawFromAsDepositAcc = getDepositAccountByDepositAccountId(depositAccountState, fromAccountId);
         const withdrawFromAsPaymentAcc = getPaymentAccountByPaymentAccountId(paymentAccountState, fromAccountId);
@@ -639,41 +639,15 @@ export const getWithdrawFrom = (state, fromAccountId, fromAccountType, companyId
         }
     }
     else {
-        return getDefaultWithdrawFromAccount(state, depositAccountListState.accountIds, companyId ?? '', lastSelectedFromAccount);
+        return getDefaultWithdrawFromAccount(state, companyId ?? '', lastSelectedFromAccount);
     }
     return undefined;
 };
-export const getDefaultWithdrawFromAccount = (state, depositAccounts, companyId, lastSelectedFromAccount) => {
+export const getDefaultWithdrawFromAccount = (state, companyId, lastSelectedFromAccount) => {
     const { depositAccountState, paymentAccountState, paymentAccountListState } = state;
     const companyView = getCompanyView(state, companyId, []);
     const primaryAccount = companyView?.company.company.companyBillPayInfo.primaryFundingAccount;
-    let defaultAccount = undefined;
-    // User paying bill for first time or previously paid with external account
-    if (lastSelectedFromAccount == null ||
-        lastSelectedFromAccount?.accountType === 'paymentAccount') {
-        if (depositAccounts.length === 0) {
-            defaultAccount = primaryAccount;
-        }
-        else {
-            if (primaryAccount?.accountType === 'depositAccount') {
-                defaultAccount = primaryAccount;
-            }
-        }
-    }
-    else {
-        // User paid with Zeni account previously
-        if (depositAccounts.length === 1) {
-            defaultAccount = lastSelectedFromAccount;
-        }
-        else {
-            if (primaryAccount?.accountType === 'depositAccount') {
-                defaultAccount = primaryAccount;
-            }
-            else {
-                defaultAccount = lastSelectedFromAccount;
-            }
-        }
-    }
+    const defaultAccount = primaryAccount ?? lastSelectedFromAccount;
     if (defaultAccount != null) {
         const defaultAccAsDepositAcc = getDepositAccountByDepositAccountId(depositAccountState, defaultAccount?.accountId);
         const defaultAccAsPaymentAcc = getPaymentAccountByPaymentAccountId(paymentAccountState, defaultAccount?.accountId);

package/lib/esm/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js

@@ -0,0 +1,133 @@
+import { dateNow } from '../../../zeniDayJS';
+import { ALL_CREATABLE_TRANSACTION_TYPES, } from './createTransactionState';
+/**
+ * Monotonic counter for line row keys. These never leave the client -- the payload builder
+ * drops them -- so a counter is enough, and it keeps reducer tests deterministic in a way
+ * randomUUID would not.
+ */
+let lineIdCounter = 0;
+export const nextCreateTransactionLineId = () => `create-transaction-line-${lineIdCounter++}`;
+/** Test-only: makes line ids predictable from the start of each case. */
+export const resetCreateTransactionLineIdCounter = () => {
+    lineIdCounter = 0;
+};
+export const createEmptyCreateTransactionLine = (postingType) => ({
+    id: nextCreateTransactionLineId(),
+    postingType,
+});
+/**
+ * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
+ * debit and one credit, so it opens with both rather than making the user add the second row.
+ * Transfer has no lines at all.
+ */
+export const getDefaultCreateTransactionLines = (transactionType) => {
+    if (transactionType === 'transfer') {
+        return [];
+    }
+    if (transactionType === 'journal_entry') {
+        return [
+            createEmptyCreateTransactionLine('debit'),
+            createEmptyCreateTransactionLine('credit'),
+        ];
+    }
+    return [createEmptyCreateTransactionLine()];
+};
+/**
+ * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
+ * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
+ * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
+ */
+export const getEmptyCreateTransactionLocalData = (transactionType) => ({
+    lines: [],
+    transactionType,
+});
+export const getInitialCreateTransactionLocalDataByType = () => ALL_CREATABLE_TRANSACTION_TYPES.reduce((acc, transactionType) => {
+    acc[transactionType] =
+        getEmptyCreateTransactionLocalData(transactionType);
+    return acc;
+}, {});
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the one
+ * payment_type the backend insists on for a check (qbo_purchase.py raises without it).
+ */
+export const getSeededCreateTransactionLocalData = (transactionType) => ({
+    ...getEmptyCreateTransactionLocalData(transactionType),
+    lines: getDefaultCreateTransactionLines(transactionType),
+    paymentType: transactionType === 'check' ? 'check' : undefined,
+    transactionDate: dateNow(),
+});
+/**
+ * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
+ * a partial line array would silently truncate the form.
+ */
+export const mergeCreateTransactionLocalData = (current, update) => ({
+    ...current,
+    ...update,
+    lines: update.lines ?? current.lines,
+    // The type is keyed by the slice, never edited through a merge.
+    transactionType: current.transactionType,
+});
+export const updateCreateTransactionLine = (lines, lineId, update) => lines.map((line) => line.id === lineId ? { ...line, ...update, id: line.id } : line);
+/**
+ * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
+ * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
+ * needs the entities to build its "Recommended" group.
+ */
+export const toRecommendationsWithCOT = (recommendations) => recommendations.map((recommendation) => ({
+    account: recommendation.account != null
+        ? { ...recommendation.account, cot: [], reasoning: '' }
+        : undefined,
+    class: recommendation.class != null
+        ? { ...recommendation.class, cot: [], reasoning: '' }
+        : undefined,
+    vendor: recommendation.vendor != null
+        ? { ...recommendation.vendor, cot: [], reasoning: '' }
+        : undefined,
+}));
+/**
+ * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
+ * group, but only prefills account/class when the field is still empty. Anything the user
+ * picked wins -- this follows the transaction-categorization helper, which prefills, rather
+ * than the detail-page helper, which only suggests.
+ */
+export const applyRecommendationsToCreateTransactionLine = (line, recommendations, isAccountingClassesEnabled) => {
+    const top = recommendations[0];
+    const updated = {
+        ...line,
+        recommendationsWithCOT: toRecommendationsWithCOT(recommendations),
+    };
+    if (line.accountQboId == null && top?.account?.qboId != null) {
+        updated.accountQboId = top.account.qboId;
+        updated.accountName = top.account.accountName;
+        updated.isAccountPreFilled = true;
+    }
+    if (isAccountingClassesEnabled &&
+        line.classId == null &&
+        top?.class?.classId != null) {
+        updated.classId = top.class.classId;
+        updated.isClassPreFilled = true;
+    }
+    return updated;
+};
+/**
+ * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
+ * the per-field flags are what make the user's own choices distinguishable from ours, which is
+ * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
+ * class is an ordinary state, and clearing must not take the account with it.
+ */
+export const clearRecommendationsFromCreateTransactionLine = (line) => {
+    const cleared = {
+        ...line,
+        recommendationsWithCOT: undefined,
+    };
+    if (line.isAccountPreFilled === true) {
+        cleared.accountQboId = undefined;
+        cleared.accountName = undefined;
+        cleared.isAccountPreFilled = undefined;
+    }
+    if (line.isClassPreFilled === true) {
+        cleared.classId = undefined;
+        cleared.isClassPreFilled = undefined;
+    }
+    return cleared;
+};