@zeniai/client-epic-state 5.2.7 → 5.2.8

package/lib/entity/invoicing/invoicingCommonPayload.d.ts

@@ -88,12 +88,34 @@ export interface InvoicingStripeAccountPayload {
 export declare const INVOICING_QBO_CUSTOMER_MATCHING_MODES: readonly ["link_existing", "always_create"];
 export type InvoicingQboCustomerMatchingMode = (typeof INVOICING_QBO_CUSTOMER_MATCHING_MODES)[number];
 export declare function toInvoicingQboCustomerMatchingMode(value: string): InvoicingQboCustomerMatchingMode;
+/**
+ * A mapped account as the newer settings payload returns it: the platform id,
+ * plus hydrated fields the client only displays.
+ */
+export interface InvoicingQboMappedAccountPayload {
+    account_id?: string | null;
+    account_name?: string | null;
+    fully_qualified_name?: string | null;
+    qbo_id?: string | null;
+}
+/**
+ * Account mappings arrive in two shapes. The original sends a bare id per slot
+ * (`deposit_account_id`); the newer one sends an object holding the platform id
+ * (`deposit_account: {account_id}`). Both are declared because a tenant can be
+ * served either depending on when its backend rolled, and a page that understands
+ * only one renders an empty picker over data that exists.
+ */
 export interface InvoicingQboAccountMappingsPayload {
+    default_income_account?: InvoicingQboMappedAccountPayload | null;
     default_income_account_id?: string | null;
+    deposit_account?: InvoicingQboMappedAccountPayload | null;
     deposit_account_id?: string | null;
     deposit_account_overrides?: Record<string, string> | null;
+    discounts_account?: InvoicingQboMappedAccountPayload | null;
     discounts_account_id?: string | null;
+    rounding_account?: InvoicingQboMappedAccountPayload | null;
     rounding_account_id?: string | null;
+    write_off_account?: InvoicingQboMappedAccountPayload | null;
     write_off_account_id?: string | null;
 }
 /**

package/lib/entity/invoicing/invoicingCommonPayload.js

@@ -153,6 +153,23 @@ function toInvoicingQboCustomerMatchingMode(value) {
             throw new Error(`Unknown InvoicingQboCustomerMatchingMode: ${value}`);
     }
 }
+/**
+ * The id for one mapping slot, from whichever shape the backend sent. The object
+ * form wins when present; a blank id in either is treated as unset so the picker
+ * shows its placeholder rather than selecting nothing.
+ */
+function readInvoicingQboMappedAccountId(mappedAccount, legacyAccountId) {
+    // `qbo_id` first: the pickers key their options on the QuickBooks id, so an
+    // internal `account_id` would not select anything even when it is the same
+    // account. Both are read because the mapping arrives either way depending on
+    // how it was saved.
+    const candidates = [
+        mappedAccount?.qbo_id,
+        mappedAccount?.account_id,
+        legacyAccountId,
+    ];
+    return candidates.find((candidate) => candidate != null && candidate !== '');
+}
 /**
  * Read one account-mapping dropdown value by its config `code` (the codes in
  * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
@@ -160,15 +177,15 @@ function toInvoicingQboCustomerMatchingMode(value) {
 function getInvoicingQboAccountMappingId(accountMappings, code) {
     switch (code) {
         case 'deposit_account_id':
-            return accountMappings?.deposit_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.deposit_account, accountMappings?.deposit_account_id);
         case 'default_income_account_id':
-            return accountMappings?.default_income_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.default_income_account, accountMappings?.default_income_account_id);
         case 'discounts_account_id':
-            return accountMappings?.discounts_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.discounts_account, accountMappings?.discounts_account_id);
         case 'rounding_account_id':
-            return accountMappings?.rounding_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.rounding_account, accountMappings?.rounding_account_id);
         case 'write_off_account_id':
-            return accountMappings?.write_off_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.write_off_account, accountMappings?.write_off_account_id);
         default:
             return undefined;
     }
@@ -178,18 +195,42 @@ function getInvoicingQboAccountMappingId(accountMappings, code) {
  * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
 function withInvoicingQboAccountMappingId(accountMappings, code, accountId) {
+    // Both slots are written together. Setting only the bare id would leave the
+    // object shape behind, and the reader prefers it — so the selection just made
+    // would read back as whatever was mapped before. The object is dropped rather
+    // than rebuilt: only the id is known here, not the name that came with it.
     const base = accountMappings ?? {};
     switch (code) {
         case 'deposit_account_id':
-            return { ...base, deposit_account_id: accountId };
+            return {
+                ...base,
+                deposit_account: undefined,
+                deposit_account_id: accountId,
+            };
         case 'default_income_account_id':
-            return { ...base, default_income_account_id: accountId };
+            return {
+                ...base,
+                default_income_account: undefined,
+                default_income_account_id: accountId,
+            };
         case 'discounts_account_id':
-            return { ...base, discounts_account_id: accountId };
+            return {
+                ...base,
+                discounts_account: undefined,
+                discounts_account_id: accountId,
+            };
         case 'rounding_account_id':
-            return { ...base, rounding_account_id: accountId };
+            return {
+                ...base,
+                rounding_account: undefined,
+                rounding_account_id: accountId,
+            };
         case 'write_off_account_id':
-            return { ...base, write_off_account_id: accountId };
+            return {
+                ...base,
+                write_off_account: undefined,
+                write_off_account_id: accountId,
+            };
         default:
             return base;
     }

package/lib/esm/entity/invoicing/invoicingCommonPayload.js

@@ -128,6 +128,23 @@ export function toInvoicingQboCustomerMatchingMode(value) {
             throw new Error(`Unknown InvoicingQboCustomerMatchingMode: ${value}`);
     }
 }
+/**
+ * The id for one mapping slot, from whichever shape the backend sent. The object
+ * form wins when present; a blank id in either is treated as unset so the picker
+ * shows its placeholder rather than selecting nothing.
+ */
+function readInvoicingQboMappedAccountId(mappedAccount, legacyAccountId) {
+    // `qbo_id` first: the pickers key their options on the QuickBooks id, so an
+    // internal `account_id` would not select anything even when it is the same
+    // account. Both are read because the mapping arrives either way depending on
+    // how it was saved.
+    const candidates = [
+        mappedAccount?.qbo_id,
+        mappedAccount?.account_id,
+        legacyAccountId,
+    ];
+    return candidates.find((candidate) => candidate != null && candidate !== '');
+}
 /**
  * Read one account-mapping dropdown value by its config `code` (the codes in
  * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
@@ -135,15 +152,15 @@ export function toInvoicingQboCustomerMatchingMode(value) {
 export function getInvoicingQboAccountMappingId(accountMappings, code) {
     switch (code) {
         case 'deposit_account_id':
-            return accountMappings?.deposit_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.deposit_account, accountMappings?.deposit_account_id);
         case 'default_income_account_id':
-            return accountMappings?.default_income_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.default_income_account, accountMappings?.default_income_account_id);
         case 'discounts_account_id':
-            return accountMappings?.discounts_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.discounts_account, accountMappings?.discounts_account_id);
         case 'rounding_account_id':
-            return accountMappings?.rounding_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.rounding_account, accountMappings?.rounding_account_id);
         case 'write_off_account_id':
-            return accountMappings?.write_off_account_id ?? undefined;
+            return readInvoicingQboMappedAccountId(accountMappings?.write_off_account, accountMappings?.write_off_account_id);
         default:
             return undefined;
     }
@@ -153,18 +170,42 @@ export function getInvoicingQboAccountMappingId(accountMappings, code) {
  * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
 export function withInvoicingQboAccountMappingId(accountMappings, code, accountId) {
+    // Both slots are written together. Setting only the bare id would leave the
+    // object shape behind, and the reader prefers it — so the selection just made
+    // would read back as whatever was mapped before. The object is dropped rather
+    // than rebuilt: only the id is known here, not the name that came with it.
     const base = accountMappings ?? {};
     switch (code) {
         case 'deposit_account_id':
-            return { ...base, deposit_account_id: accountId };
+            return {
+                ...base,
+                deposit_account: undefined,
+                deposit_account_id: accountId,
+            };
         case 'default_income_account_id':
-            return { ...base, default_income_account_id: accountId };
+            return {
+                ...base,
+                default_income_account: undefined,
+                default_income_account_id: accountId,
+            };
         case 'discounts_account_id':
-            return { ...base, discounts_account_id: accountId };
+            return {
+                ...base,
+                discounts_account: undefined,
+                discounts_account_id: accountId,
+            };
         case 'rounding_account_id':
-            return { ...base, rounding_account_id: accountId };
+            return {
+                ...base,
+                rounding_account: undefined,
+                rounding_account_id: accountId,
+            };
         case 'write_off_account_id':
-            return { ...base, write_off_account_id: accountId };
+            return {
+                ...base,
+                write_off_account: undefined,
+                write_off_account_id: accountId,
+            };
         default:
             return base;
     }

package/lib/esm/index.js

@@ -187,13 +187,14 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
+import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
 import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -482,7 +483,7 @@ export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
 export { 
 // Bulk Upload Types
-BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 
+BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
 bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };

package/lib/esm/view/accountList/accountListReducer.js

@@ -28,7 +28,6 @@ export const initialState = {
         reimbursementAccountList: initialAccountList,
         schedulesAccountList: initialAccountList,
         billPayAccountList: initialAccountList,
-        invoicingAccountList: initialAccountList,
     },
 };
 const accountList = createSlice({

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

@@ -27,6 +27,7 @@ export const backgroundRefetchReviewTabEpic = (actions$, state$, zeniAPI) => act
             page_token: pageToken,
             page_size: PAGE_SIZE,
             search_text: reviewUiState.searchString,
+            transaction_group: state.expenseAutomationTransactionsViewState.selectedTransactionGroup,
         };
         return zeniAPI.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`);
     };

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

@@ -36,6 +36,7 @@ groupBy((action) => action.payload.selectedTab), mergeMap((group$) => group$.pip
         sub_tab: selectedTab === 'autoCategorized'
             ? expenseAutomationTransactionsViewState.selectedTransactionCategorizationCompletedSubTab
             : DEFAULT_COMPLETED_SUB_TAB,
+        transaction_group: expenseAutomationTransactionsViewState.selectedTransactionGroup,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

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

@@ -6,7 +6,18 @@ import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vend
 import { clearAll } from '../../../rootActions';
 import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
 import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
+import { DEFAULT_TRANSACTION_GROUP, } from '../types/transactionGroup';
 import { TRANSACTIONS_TABS, } from '../types/transactionsViewState';
+export const initialUIState = {
+    sortKey: 'date',
+    sortOrder: 'descending',
+    searchString: '',
+    nodeCollapseState: {},
+    scrollPosition: { scrollTop: 0, scrollLeft: undefined },
+    pageToken: null,
+    totalCount: {},
+    limit: 10,
+};
 export const initialTransactionTabViewState = {
     saveStatus: {
         fetchState: 'Not-Started',
@@ -20,16 +31,7 @@ export const initialTransactionTabViewState = {
         fetchState: 'Not-Started',
         error: undefined,
     },
-    uiState: {
-        sortKey: 'date',
-        sortOrder: 'descending',
-        searchString: '',
-        nodeCollapseState: {},
-        scrollPosition: { scrollTop: 0, scrollLeft: undefined },
-        pageToken: null,
-        totalCount: {},
-        limit: 10,
-    },
+    uiState: { ...initialUIState },
     filters: {
         categoryCombinationOperator: 'AND',
         categories: [],
@@ -55,6 +57,7 @@ export const initialState = {
     },
     selectedTransactionCategorizationTab: 'review',
     selectedTransactionCategorizationCompletedSubTab: DEFAULT_COMPLETED_SUB_TAB,
+    selectedTransactionGroup: DEFAULT_TRANSACTION_GROUP,
     transactionCategorizationView: {
         review: { ...initialTransactionTabViewState },
         autoCategorized: { ...initialTransactionTabViewState },
@@ -400,6 +403,48 @@ const expenseAutomationTransactionsView = createSlice({
                 return { payload: { newSubTab } };
             },
         },
+        updateTransactionGroup: {
+            reducer(draft, action) {
+                const { newGroup } = action.payload;
+                if (draft.selectedTransactionGroup === newGroup) {
+                    return;
+                }
+                draft.selectedTransactionGroup = newGroup;
+                // A group change re-scopes the entire dataset on the backend (by
+                // account_type), so every parent tab, sub-tab snapshot and count is now
+                // stale. Drop the sub-tab cache and parent counts, and reset each tab's
+                // paginated data slots so the view epic's cache check falls through to a
+                // fresh page-1 fetch. User preferences (search, sort, limit, collapse
+                // state) are intentionally preserved, mirroring the sub-tab switch.
+                draft.autoCategorizedSubTabCache = {};
+                draft.parentTotalCountByTab = { review: {}, autoCategorized: {} };
+                TRANSACTIONS_TABS.forEach((tab) => {
+                    const view = draft.transactionCategorizationView[tab];
+                    // Reset uiState to its initial values but keep the user prefs (search,
+                    // sort, limit, collapse) in place -- mirroring the sub-tab switch. Then
+                    // drop the loaded rows and any stale selection pointing at a now-absent
+                    // row to avoid transient invalid state.
+                    const { searchString, sortKey, sortOrder, nodeCollapseState, limit } = view.uiState;
+                    view.uiState = {
+                        ...initialUIState,
+                        searchString,
+                        sortKey,
+                        sortOrder,
+                        nodeCollapseState,
+                        limit,
+                    };
+                    view.transactionIdsBySelectedPeriod = {};
+                    view.fetchState = 'Not-Started';
+                    view.error = undefined;
+                    view.selectedTransactionId = undefined;
+                    view.selectedTransactionLineId = undefined;
+                    view.selectedCheckBoxTransactionIds = [];
+                });
+            },
+            prepare(newGroup) {
+                return { payload: { newGroup } };
+            },
+        },
         updateTransactionCategorization: {
             reducer(draft, action) {
                 const selectedTab = action.payload.selectedTab;
@@ -1075,5 +1120,5 @@ const expenseAutomationTransactionsView = createSlice({
         });
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, updateTransactionFilters, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -86,7 +86,7 @@ export const toTransactionView = (transaction, transactionLocalData) => {
 export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
 export function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, } = state;
-    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
+    const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, selectedTransactionGroup, } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
@@ -240,5 +240,6 @@ export function getExpenseAutomationTransactionView(state) {
         creditCardTransferAccountsList,
         transferAccounts: transferAccountsList,
         selectedTransactionCategorizationCompletedSubTab,
+        selectedTransactionGroup,
     };
 }

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

@@ -0,0 +1,21 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+/**
+ * Statement-level grouping for the Transaction Categorization listing, forwarded
+ * verbatim to the listing API as `transaction_group`. When revenue automation is
+ * enabled for the tenant the backend scopes the whole view by the line
+ * account_type: `'expense'` -> expense accounts, `'income'` -> income accounts,
+ * `'all'` -> both. When off, every value falls back to the legacy expense scope
+ * on the backend, so the group is only sent when the gate is on.
+ *
+ * The wire value for expenses is the singular `'expense'` (matches the backend
+ * `TransactionGroup` enum) even though the picker labels it "Expenses".
+ * Balance-sheet groups (assets, liability) are reserved for later and are not
+ * part of this union yet.
+ */
+export const TRANSACTION_GROUPS = ['all', 'income', 'expense'];
+export const toTransactionGroup = (v) => stringToUnion(v != null ? v.trim().toLowerCase() : '', TRANSACTION_GROUPS);
+/**
+ * Default group for the listing — matches the picker's default selection ("All").
+ * Single source of truth for initial slice state and any fall-back call site.
+ */
+export const DEFAULT_TRANSACTION_GROUP = 'all';

package/lib/esm/view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewSelector.js

@@ -1,7 +1,7 @@
 import { createSelector } from '@reduxjs/toolkit';
 import { getInvoicingPlanById, getInvoicingPlansByIds, } from '../../../entity/invoicing/plan/planSelector';
 import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
-import { INVOICING_INCOME_ACCOUNT_TYPES, getInvoicingQboView, invoicingAccountHierarchyForTypes, isInvoicingQboConnected, } from '../invoicingQboView/invoicingQboViewSelector';
+import { INVOICING_INCOME_ACCOUNT_TYPES, getInvoicingQboView, invoicingAccountHierarchyForTypes, isInvoicingAccountingPickerDataLoading, isInvoicingQboConnected, } from '../invoicingQboView/invoicingQboViewSelector';
 import { INVOICING_CATALOG_APPLICABILITY_VALUES, INVOICING_CATALOG_PRICING_MODEL_VALUES, INVOICING_CATALOG_PRORATION_VALUES, INVOICING_CATALOG_TIER_TYPE_VALUES, entityToInvoicingCatalogItemFormLocalData, } from './invoicingCatalogItemFormConfig';
 export const getEditInvoicingCatalogItemDetailViewState = (state) => ({
     fetchState: state.editInvoicingCatalogItemDetailViewState.fetchState,
@@ -53,6 +53,7 @@ export const getInvoicingCatalogItemFormView = (state, id) => {
     const { billingPeriodUnitOptions, catalogItemTypeOptions, catalogTierTypeOptionsByPricingModel, catalogTrialEndActionOptions, catalogTrialUnitOptions, } = getInvoicingConfigView(state);
     return {
         fieldHelp: invoicingFieldHelpForGroup(state, 'catalog'),
+        isQboPickerDataLoading: isInvoicingAccountingPickerDataLoading(state),
         qboClassHierarchy: isQboConnected
             ? getInvoicingQboView(state).nestedClassHierarchy
             : [],

package/lib/esm/view/invoicing/invoicingConfigView/invoicingConfigViewSelector.js

@@ -1,3 +1,4 @@
+import { isInvoicingQboConnected } from '../invoicingQboView/invoicingQboViewSelector';
 import { deriveInvoicingOnboardingStatus, } from './invoicingConfigViewPayload';
 export const getInvoicingConfigView = (state) => {
     const { acceptTermsFetchState, enableFetchState, ...configState } = state.invoicingConfigViewState;
@@ -14,6 +15,7 @@ export const getInvoicingOnboardingGateView = (state) => {
         acceptTermsState: acceptTermsFetchState,
         enableState: enableFetchState,
         fetchState,
+        isQboConnected: isInvoicingQboConnected(state),
         status: deriveInvoicingOnboardingStatus(state.invoicingConfigViewState.isInvoicingTosAccepted, state.invoicingConfigViewState.isInvoicingEnabled),
     };
 };

package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingAccountingPickersEpic.js

@@ -9,12 +9,17 @@ import { INVOICING_ACCOUNT_LIST_KEY } from '../invoicingQboViewSelector';
 export const fetchInvoicingAccountingPickersEpic = (actions$, state$) => actions$.pipe(filter(fetchInvoicingAccountingPickers.match), withLatestFrom(state$), mergeMap(([, state]) => {
     const actions = [];
     const accountList = state.accountListState.byReportId[INVOICING_ACCOUNT_LIST_KEY];
-    if (accountList.hasValidState() === false &&
+    // `hasValidState` only reports that a fetch finished, not that it
+    // returned anything usable. The shared bucket can be Completed and empty
+    // because a screen that needs fewer accounts filled it first, which would
+    // leave the invoicing pickers empty with no request in flight to fix it.
+    const isAccountListUsable = accountList.hasValidState() && accountList.accountIds.length > 0;
+    if (isAccountListUsable === false &&
         accountList.fetchState !== 'In-Progress') {
-        // AP/AR accounts cannot back an invoicing mapping, so they are excluded
-        // here — which is why this uses invoicing's own bucket rather than the
-        // general `accountList` other screens fill without those exclusions.
-        actions.push(fetchAccountList(INVOICING_ACCOUNT_LIST_KEY, true, true, true));
+        // Same arguments the vendor and categorization screens pass, so this
+        // shares their cached list rather than replacing it with a narrower one.
+        // Invoicing narrows to income accounts when it builds its options.
+        actions.push(fetchAccountList(INVOICING_ACCOUNT_LIST_KEY, true));
     }
     const classList = state.classListState;
     if (classList.hasValidState() === false &&

package/lib/esm/view/invoicing/invoicingQboView/invoicingQboViewSelector.js

@@ -1,10 +1,34 @@
 import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
-// Its own bucket: invoicing needs the AP/AR exclusions that the vendor and
-// transaction screens sharing `accountList` do not pass.
-export const INVOICING_ACCOUNT_LIST_KEY = 'invoicingAccountList';
+// The shared bucket, fetched with the same arguments as the other consumers so
+// whichever screen loads first satisfies the rest. Invoicing narrows to income
+// accounts when it builds its options, so it does not need its own copy.
+export const INVOICING_ACCOUNT_LIST_KEY = 'accountList';
 /** Whether QBO is connected, without building the option lists to find out. */
 export const isInvoicingQboConnected = (state) => state.invoicingQboViewState.connection?.connected === true;
+/**
+ * Whether the accounting pickers are still waiting on their data. Only true when
+ * QBO is connected: a tenant without it has no pickers to populate, so the form
+ * must not sit behind a skeleton waiting for lists it will never show.
+ */
+export const isInvoicingAccountingPickerDataLoading = (state) => {
+    const isPending = (fetchState) => fetchState === 'Not-Started' || fetchState === 'In-Progress';
+    // The connection settles first and decides whether the lists are fetched at
+    // all, so it counts as loading too. Reporting "not loading" while it is in
+    // flight renders the form, then takes it away again the moment the tenant
+    // turns out to be connected.
+    if (isPending(getInvoicingQboConnectionFetchState(state).fetchState)) {
+        return true;
+    }
+    if (!isInvoicingQboConnected(state)) {
+        return false;
+    }
+    const accountList = state.accountListState.byReportId[INVOICING_ACCOUNT_LIST_KEY];
+    return (isPending(accountList.fetchState) ||
+        isPending(state.classListState.fetchState));
+};
+/** The QBO connection fetch on its own, without building the bundled view. */
+export const getInvoicingQboConnectionFetchState = (state) => state.invoicingQboViewState.connectionFetchState;
 /**
  * Account types that can back invoicing revenue. Named here so screens ask for
  * "income accounts" rather than repeating the accounting service's vocabulary.

package/lib/esm/view/invoicing/settingsView/settingsViewSelector.js

@@ -63,9 +63,10 @@ export function deriveInvoicingEnablePrerequisites(settings, isQboConnected, qbo
  * two integration prerequisites kept separate so the hub can name the step still
  * outstanding instead of showing a dead button.
  *
- * `canEnableInvoicing` folds in the onboarding step, so the screen does not need
- * to re-check it: the footer is only offered mid-onboarding and only once both
- * integrations are ready.
+ * `isInvoicingEnabled` decides whether the footer renders; `canEnableInvoicing`
+ * whether its button is live, and it still requires the onboarding step so the
+ * terms cannot be skipped. A tenant partway through therefore sees the footer,
+ * disabled and naming what is left, rather than nothing at all.
  *
  * Deliberately not folded into `getInvoicingConfigView`: that selector gates
  * every invoicing route and stays a pure read of the config slice. The settings
@@ -75,7 +76,10 @@ export const getInvoicingSettingsHubView = (state) => {
     const { dunningScheduleActionOptions, enableState, error: configError, fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, status, } = getInvoicingConfigView(state);
     const { canEnable, isQboConfigured, isStripeConnected } = deriveInvoicingEnablePrerequisites(state.invoicingSettingsViewState.settings, state.invoicingQboViewState.connection?.connected === true, qboAccountMappingKindOptions);
     return {
+        // Keeps the onboarding step in the gate: a tenant that has not accepted the
+        // terms cannot enable invoicing, whatever the integrations say.
         canEnableInvoicing: status === 'settings' && canEnable,
+        isInvoicingEnabled: state.invoicingConfigViewState.isInvoicingEnabled === true,
         configError,
         configFetchState,
         dunningScheduleActionOptions,