@zeniai/client-epic-state 5.2.7 → 5.2.8-betaAK0

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/editInvoicingCatalogItemDetailViewPayload.js

@@ -1,3 +1,5 @@
+import { toAccountPayload } from '../../../entity/account/accountPayload';
+import { toClassBasePayload } from '../../../entity/class/classPayload';
 import { blankInvoicingCatalogSubFamily, isTieredCatalogPricingModel, } from './invoicingCatalogItemFormConfig';
 const CURRENCY_CODE = 'USD';
 const trimOrUndefined = (value) => value.trim() !== '' ? value.trim() : undefined;
@@ -7,20 +9,26 @@ const toProductCode = (value) => value
     .toLowerCase()
     .replace(/[^a-z0-9]+/g, '-')
     .replace(/^-|-$/g, '');
-const buildAccountingDetail = (subFamily) => {
+const buildAccountingDetail = (subFamily, lookup) => {
     const detail = {};
     if (subFamily.sku.trim() !== '') {
         detail.sku = subFamily.sku.trim();
     }
-    if (subFamily.accountingCode.trim() !== '') {
-        detail.accounting_code = subFamily.accountingCode.trim();
+    // The account and class travel as whole objects rather than bare codes, built
+    // by the same helpers the transaction and vendor payloads use. An id that no
+    // longer resolves is dropped: sending a code the service cannot expand is how
+    // a mapping silently lands on the wrong account.
+    const account = lookup.accountByQboId(subFamily.accountingCode.trim());
+    if (account != null) {
+        detail.account = toAccountPayload(account);
     }
-    if (subFamily.accountingCategory.trim() !== '') {
-        detail.accounting_category_1 = subFamily.accountingCategory.trim();
+    const accountingClass = lookup.classByQboId(subFamily.accountingCategory.trim());
+    if (accountingClass != null) {
+        detail.accounting_class = toClassBasePayload(accountingClass);
     }
     return Object.keys(detail).length > 0 ? detail : undefined;
 };
-const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
+const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues, lookup) => {
     const isAddon = localData.catalogType === 'addon';
     const tiered = isTieredCatalogPricingModel(subFamily.pricingModel);
     const name = subFamily.name.trim();
@@ -74,7 +82,7 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
             starting_unit: Number(tier.startingUnit) || 1,
         }));
     }
-    const accountingDetail = buildAccountingDetail(subFamily);
+    const accountingDetail = buildAccountingDetail(subFamily, lookup);
     if (accountingDetail != null) {
         payload.accounting_detail = accountingDetail;
     }
@@ -86,7 +94,7 @@ const DEFAULT_CATALOG_ITEM_UNIT = 'USD';
  * Build the parent catalog-item request body from the form draft. Creates omit
  * both parent and sub-family IDs; edits retain returned sub-family IDs.
  */
-export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate) => {
+export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate, lookup) => {
     const description = trimOrUndefined(localData.description);
     const productCode = trimOrUndefined(localData.productCode) ?? toProductCode(localData.name);
     const itemPayload = {
@@ -114,7 +122,7 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
         ? localData.subFamilies
         : [blankInvoicingCatalogSubFamily()];
     itemPayload.sub_family_details = isCreate
-        ? subFamilies.map((subFamily) => buildSubFamilyPayload(localData, subFamily, false))
+        ? subFamilies.map((subFamily) => buildSubFamilyPayload(localData, subFamily, false, lookup))
         : subFamilies.map((subFamily) => {
             const priceCode = trimOrUndefined(subFamily.priceCode) ?? toProductCode(subFamily.name);
             const detail = {
@@ -124,6 +132,13 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
                 price_code: priceCode,
                 show_description_in_invoices: subFamily.showDescriptionInInvoices,
             };
+            // Edits send a narrower body than creates, but the accounting mapping
+            // is editable on this form, so leaving it out dropped the account and
+            // class the user had just picked.
+            const accountingDetail = buildAccountingDetail(subFamily, lookup);
+            if (accountingDetail != null) {
+                detail.accounting_detail = accountingDetail;
+            }
             const id = trimOrUndefined(subFamily.id);
             return id != null ? { ...detail, id } : detail;
         });

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/editInvoicingCatalogItemDetailView/saveInvoicingCatalogItemEpic.js

@@ -6,6 +6,7 @@ import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiE
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoicingCatalogItem } from '../invoicingCatalogListView/invoicingCatalogListViewReducer';
+import { invoicingQboAccountByQboId, invoicingQboClassByQboId, } from '../invoicingQboView/invoicingQboViewSelector';
 import { localDataToSaveInvoicingCatalogItemPayload, } from './editInvoicingCatalogItemDetailViewPayload';
 import { saveInvoicingCatalogItem, submitInvoicingCatalogItemForm, submitInvoicingCatalogItemFormFailure, submitInvoicingCatalogItemFormSuccess, } from './editInvoicingCatalogItemDetailViewReducer';
 export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter((action) => submitInvoicingCatalogItemForm.match(action) ||
@@ -20,7 +21,11 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
         const viewState = state$.value.editInvoicingCatalogItemDetailViewState;
         const localData = (id != null ? viewState.editDraftById[id] : viewState.newItemDraft) ??
             viewState.newItemDraft;
-        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null);
+        const state = state$.value;
+        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null, {
+            accountByQboId: (qboId) => invoicingQboAccountByQboId(state, qboId),
+            classByQboId: (qboId) => invoicingQboClassByQboId(state, qboId),
+        });
     }
     const baseUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0`;
     const path = id != null

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.
@@ -13,6 +37,26 @@ export const INVOICING_INCOME_ACCOUNT_TYPES = [
     'income',
     'other_income',
 ];
+/**
+ * The account behind a picker value. The pickers submit the QuickBooks id, so
+ * that is what callers hold; the payload builders need the whole entity to send
+ * `toAccountPayload`, which is why the lookup lives here next to the options.
+ */
+export const invoicingQboAccountByQboId = (state, qboId) => {
+    if (qboId == null || qboId === '') {
+        return undefined;
+    }
+    const { accounts } = getAccountList(state.accountState, state.accountListState, INVOICING_ACCOUNT_LIST_KEY);
+    return accounts.find((account) => String(account.qboId) === qboId);
+};
+/** The class behind a picker value, for the same reason as the account above. */
+export const invoicingQboClassByQboId = (state, qboId) => {
+    if (qboId == null || qboId === '') {
+        return undefined;
+    }
+    const { classes } = getClassList(state.classState, state.classListState);
+    return classes.find((accountingClass) => String(accountingClass.qboId) === qboId);
+};
 /**
  * Accounts and classes as the invoicing pickers need them. Both come from the
  * shared accounting-service lists, so whatever another screen already loaded

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

@@ -1,9 +1,11 @@
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
+import { withInvoicingQboMappedAccounts, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { invoicingQboAccountByQboId } from '../invoicingQboView/invoicingQboViewSelector';
 import { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, invoicingStripeConnectionFailure, saveInvoicingSettings, saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, updateInvoicingSettings, updateInvoicingSettingsFailure, updateInvoicingStripeConnection, } from './settingsViewReducer';
 export const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInvoicingSettings.match), switchMap(() => {
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
@@ -57,9 +59,22 @@ export const disconnectInvoicingStripeEpic = (actions$, _state$, zeniAPI) => act
     }), catchError((error) => of(invoicingStripeConnectionFailure(createZeniAPIStatus('Unexpected Error', 'Stripe disconnect REST API call errored out ' +
         JSON.stringify(error))))));
 }));
-export const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(saveInvoicingSettings.match), mergeMap((action) => {
+export const saveInvoicingSettingsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveInvoicingSettings.match), mergeMap((action) => {
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
     const { settings, snackbarSection } = action.payload;
+    // The QBO page edits mappings as picker ids; the service stores whole
+    // accounts. Expanded here, at the request boundary, so the page does not
+    // have to hold entities it only needs in order to save.
+    const qboSettings = settings.qbo;
+    const body = qboSettings?.account_mappings != null
+        ? {
+            ...settings,
+            qbo: {
+                ...qboSettings,
+                account_mappings: withInvoicingQboMappedAccounts(qboSettings.account_mappings, (qboId) => invoicingQboAccountByQboId(state$.value, qboId)),
+            },
+        }
+        : settings;
     /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
     const snackbar = (messageText, status) => snackbarSection == null
         ? []
@@ -72,7 +87,7 @@ export const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions
             }),
         ];
     return zeniAPI
-        .putAndGetJSON(apiUrl, { ...settings })
+        .putAndGetJSON(apiUrl, { ...body })
         .pipe(switchMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             return from([

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,

package/lib/index.d.ts

@@ -304,7 +304,7 @@ 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 { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -320,6 +320,7 @@ import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement }
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters } from './view/expenseAutomationView/transactionFilterTypes';
 import { CompletedSubTab, DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab } from './view/expenseAutomationView/types/completedSubTab';
+import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup } from './view/expenseAutomationView/types/transactionGroup';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSectionType, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { AccountSettingsLocalData, JEScheduleMainTab as ExpenseAutomationJEScheduleMainTab, JEScheduleSortKey as ExpenseAutomationJEScheduleSortKey, JESchedulesViewUIState as ExpenseAutomationJESchedulesViewUIState, JEScheduleLocalData, toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, MatchCandidate, MatchSource, MissingReceiptsTab, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -718,7 +719,7 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
 export { ClassesViewSelectorReportV2 };
 export { BalancesTimeseries, TrendTimeseries, BalanceKind };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePerformanceTrend, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, MonthCloseCheckMetrics, MonthCloseCheckProgressJson, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
-export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, 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, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
+export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, TransactionGroup, toTransactionGroup, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 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, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, CombinedStatementAccount, StatementAccountScope, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, StatementDateConflict, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, ParsedStatementData, StatementUpdateLocalData, StatementMeta, StatementTransaction, StatementTransactionForUpdate, StatementTransactionsUpdate, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
 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, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };