@zeniai/client-epic-state 5.3.12-beta0DI → 5.3.13

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -47,6 +47,8 @@ export const initialAiCfoViewState = {
     fetchChatSessionHistoryByChatSessionId: {},
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
+    transcriptionState: { fetchState: 'Not-Started', error: undefined },
+    transcribingChatSessionId: undefined,
     suggestedQuestionsByPageContext: {},
     skillDetail: {
         fetchState: 'Not-Started',
@@ -147,6 +149,19 @@ function closeSkillsBrowserState(draft) {
     draft.uiState.isSkillsBrowserOpen = false;
     clearOpenSkillState(draft);
 }
+/**
+ * Clear a finished dictation attempt when the conversation moves on, so a failed one
+ * stops showing "Could not transcribe that recording" in every later chat. A running
+ * take keeps its state — the composer is showing a live "Transcribing…" for it.
+ */
+function resetFinishedTranscription(draft) {
+    if (draft.transcriptionState.fetchState === 'In-Progress') {
+        return;
+    }
+    draft.transcriptionState.fetchState = 'Not-Started';
+    draft.transcriptionState.error = undefined;
+    draft.transcribingChatSessionId = undefined;
+}
 const aiCfoView = createSlice({
     name: 'aiCfoView',
     initialState: initialAiCfoViewState,
@@ -154,6 +169,7 @@ const aiCfoView = createSlice({
         submitQuestion: {
             reducer(draft, action) {
                 const { sessionId } = action.payload;
+                resetFinishedTranscription(draft);
                 // A turn is being sent, so the chat body has to be what the user sees. Doing this
                 // here rather than at each call site is deliberate: the composer, the sample
                 // chips, Run, and the `/` menu all submit, and every one of them was a separate
@@ -299,6 +315,7 @@ const aiCfoView = createSlice({
         setSession(draft, action) {
             draft.uiState.currentChatSessionId = action.payload.sessionId;
             draft.uiState.agentId = action.payload.agentId;
+            resetFinishedTranscription(draft);
             // Picking a session means wanting to see that chat, so the browser cannot stay over
             // it. In the reducer because there are six dispatch sites across three separate
             // rails, and covering them one at a time missed half of them.
@@ -351,6 +368,7 @@ const aiCfoView = createSlice({
         createSessionAndSubmit: {
             reducer(draft, action) {
                 draft.uiState.agentId = action.payload.agentId;
+                resetFinishedTranscription(draft);
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
@@ -551,7 +569,49 @@ const aiCfoView = createSlice({
                 return { payload: { chatMessageId, error } };
             },
         },
+        transcribeAudio: {
+            reducer(draft, action) {
+                draft.transcriptionState.fetchState = 'In-Progress';
+                draft.transcriptionState.error = undefined;
+                draft.transcribingChatSessionId = action.payload.chatSessionId;
+            },
+            prepare(audio, language, chatSessionId) {
+                return { payload: { audio, chatSessionId, language } };
+            },
+        },
+        transcribeAudioSuccess: {
+            reducer(draft, action) {
+                draft.transcriptionState.fetchState = 'Completed';
+                draft.transcriptionState.error = undefined;
+                // The user moved to another session while this was in flight — dropping it
+                // is the only safe option, since appending would put their words in a
+                // conversation they did not dictate into.
+                if (action.payload.chatSessionId !== draft.uiState.currentChatSessionId) {
+                    return;
+                }
+                const transcript = action.payload.transcript.trim();
+                if (transcript === '') {
+                    // Silence, not a failure: leave the composer untouched so the user can
+                    // simply speak again rather than hunting for what went wrong.
+                    return;
+                }
+                // Append to whatever is in the box now rather than to a snapshot taken when
+                // recording began — a take produces exactly one result, so there is nothing
+                // to reconcile, and anything typed while transcribing survives.
+                const existing = draft.uiState.currentInput.trim();
+                draft.uiState.currentInput =
+                    existing === '' ? transcript : `${existing} ${transcript}`;
+            },
+            prepare(transcript, chatSessionId) {
+                return { payload: { chatSessionId, transcript } };
+            },
+        },
+        transcribeAudioFailure(draft, action) {
+            draft.transcriptionState.fetchState = 'Error';
+            draft.transcriptionState.error = action.payload;
+        },
         clearCurrentSessionId(draft) {
+            resetFinishedTranscription(draft);
             // New Chat: the empty composer is the point, so the browser cannot stay over it.
             if (draft.uiState.isSkillsBrowserOpen === true) {
                 closeSkillsBrowserState(draft);
@@ -835,7 +895,8 @@ const aiCfoView = createSlice({
             // The server has it. Nothing it sends from here on will contain this row,
             // so the tombstone has done its job and holding it any longer is what
             // makes a routine recreated under the same id invisible forever.
-            draft.routines.deletedScheduleIds = draft.routines.deletedScheduleIds.filter((id) => id !== action.payload.scheduleId);
+            draft.routines.deletedScheduleIds =
+                draft.routines.deletedScheduleIds.filter((id) => id !== action.payload.scheduleId);
             draft.routineMutation = {
                 fetchState: 'Completed',
                 error: undefined,
@@ -847,7 +908,8 @@ const aiCfoView = createSlice({
             // is what lets the refetch put the row back — leaving it hidden would
             // tell the user they had stopped something they had not, which is the
             // worst outcome this list can produce.
-            draft.routines.deletedScheduleIds = draft.routines.deletedScheduleIds.filter((id) => id !== action.payload.scheduleId);
+            draft.routines.deletedScheduleIds =
+                draft.routines.deletedScheduleIds.filter((id) => id !== action.payload.scheduleId);
             // Its own slice: the refetch that puts the row back would otherwise wipe
             // this error, leaving the row silently reappearing with no explanation.
             draft.routineMutation = {
@@ -1183,5 +1245,5 @@ const aiCfoView = createSlice({
         });
     },
 });
-export const { acceptMasterTOS, acceptMasterTOSFailure, acceptMasterTOSSuccess, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, clearSkillDetail, clearSkillMutation, closeRoutineRuns, closeRoutinesBrowser, closeSkillsBrowser, createSession, createSessionAndSubmit, createSessionAndSubmitFailure, createSessionAndSubmitSuccess, createSessionFailure, createSessionSuccess, deleteChatSession, deleteChatSessionFailure, deleteChatSessionSuccess, deleteRoutine, deleteRoutineFailure, deleteRoutineSuccess, deleteSkill, deleteSkillFailure, deleteSkillSuccess, fetchChatHistory, fetchChatHistoryFailure, fetchChatHistorySuccess, fetchChatSessionsForUser, fetchChatSessionsForUserFailure, fetchChatSessionsForUserSuccess, fetchRoutineRuns, fetchRoutineRunsFailure, fetchRoutineRunsSuccess, fetchRoutines, fetchRoutinesFailure, fetchRoutinesSuccess, fetchSkillDetail, fetchSkillDetailFailure, fetchSkillDetailSuccess, fetchSkills, fetchSkillsFailure, fetchSkillsSuccess, fetchSkillVersionBody, fetchSkillVersionBodyFailure, fetchSkillVersionBodySuccess, fetchSkillVersions, fetchSkillVersionsFailure, fetchSkillVersionsSuccess, fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, initializeNewSessionState, openRoutinesBrowser, openSkillsBrowser, runRoutine, runRoutineFailure, runRoutineSuccess, saveRoutine, saveRoutineFailure, saveRoutineSuccess, saveSkill, saveSkillFailure, saveSkillSuccess, setRoutineEnabled, setSession, setSkillVisibility, setSkillVisibilityFailure, setSkillVisibilitySuccess, stopSubmit, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionFailure, stopSubmitQuestionSuccess, stopSubmitSuccess, submitFeedback, submitFeedbackFailure, submitFeedbackSuccess, submitQuestion, submitQuestionFailure, submitQuestionSuccess, updateAiCfoViewScrollPosition, updateCotCollapsedState, updateCurrentInput, updateResponseState, } = aiCfoView.actions;
+export const { acceptMasterTOS, acceptMasterTOSFailure, acceptMasterTOSSuccess, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, clearSkillDetail, clearSkillMutation, closeRoutineRuns, closeRoutinesBrowser, closeSkillsBrowser, createSession, createSessionAndSubmit, createSessionAndSubmitFailure, createSessionAndSubmitSuccess, createSessionFailure, createSessionSuccess, deleteChatSession, deleteChatSessionFailure, deleteChatSessionSuccess, deleteRoutine, deleteRoutineFailure, deleteRoutineSuccess, deleteSkill, deleteSkillFailure, deleteSkillSuccess, fetchChatHistory, fetchChatHistoryFailure, fetchChatHistorySuccess, fetchChatSessionsForUser, fetchChatSessionsForUserFailure, fetchChatSessionsForUserSuccess, fetchRoutineRuns, fetchRoutineRunsFailure, fetchRoutineRunsSuccess, fetchRoutines, fetchRoutinesFailure, fetchRoutinesSuccess, fetchSkillDetail, fetchSkillDetailFailure, fetchSkillDetailSuccess, fetchSkills, fetchSkillsFailure, fetchSkillsSuccess, fetchSkillVersionBody, fetchSkillVersionBodyFailure, fetchSkillVersionBodySuccess, fetchSkillVersions, fetchSkillVersionsFailure, fetchSkillVersionsSuccess, fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, initializeNewSessionState, openRoutinesBrowser, openSkillsBrowser, runRoutine, runRoutineFailure, runRoutineSuccess, saveRoutine, saveRoutineFailure, saveRoutineSuccess, saveSkill, saveSkillFailure, saveSkillSuccess, setRoutineEnabled, setSession, setSkillVisibility, setSkillVisibilityFailure, setSkillVisibilitySuccess, stopSubmit, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionFailure, stopSubmitQuestionSuccess, stopSubmitSuccess, submitFeedback, submitFeedbackFailure, submitFeedbackSuccess, submitQuestion, submitQuestionFailure, submitQuestionSuccess, transcribeAudio, transcribeAudioFailure, transcribeAudioSuccess, updateAiCfoViewScrollPosition, updateCotCollapsedState, updateCurrentInput, updateResponseState, } = aiCfoView.actions;
 export default aiCfoView.reducer;

package/lib/esm/view/aiCfoView/aiCfoViewSelector.js

@@ -133,3 +133,28 @@ export function getSkillMutation(state) {
 export function getSkillsEnabled(state) {
     return getSkills(state).skillsEnabled;
 }
+/** True while a finished voice recording is being transcribed server-side. */
+/**
+ * A take belongs to the chat it was dictated into. A new chat has no session id yet on
+ * either side, which is a match rather than a mismatch.
+ */
+function isTranscribingCurrentSession(state) {
+    if (state.aiCfoViewState == null) {
+        return false;
+    }
+    return (state.aiCfoViewState.transcribingChatSessionId ===
+        state.aiCfoViewState.uiState.currentChatSessionId);
+}
+export function getIsTranscribing(state) {
+    return (state.aiCfoViewState?.transcriptionState?.fetchState === 'In-Progress' &&
+        isTranscribingCurrentSession(state));
+}
+/**
+ * Set when a transcription request failed. Without surfacing this the composer
+ * would just drop the "Transcribing…" label and sit there silently, leaving the
+ * user with no sign their recording went nowhere.
+ */
+export function getTranscriptionFailed(state) {
+    return (state.aiCfoViewState?.transcriptionState?.fetchState === 'Error' &&
+        isTranscribingCurrentSession(state));
+}

package/lib/esm/view/aiCfoView/epics/transcribeAudioEpic.js

@@ -0,0 +1,60 @@
+import { of } from 'rxjs';
+import { catchError, filter, finalize, map, switchMap, takeUntil, timeout, } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { clearAll } from '../../../rootActions';
+import { transcribeAudio, transcribeAudioFailure, transcribeAudioSuccess, } from '../aiCfoViewReducer';
+const AUDIO_FIELD = 'audio';
+const LANGUAGE_FIELD = 'language';
+/** Extension only has to match the recorded format; the server reads the part's MIME type. */
+const AUDIO_FILE_NAME = 'dictation.wav';
+/**
+ * A hung request would otherwise pin `isTranscribing` true forever, and the composer
+ * gates both submit and the mic on it — leaving the user unable to send even typed
+ * text until something else resolved it.
+ */
+const TRANSCRIPTION_TIMEOUT_MS = 30000;
+/**
+ * Voice dictation for the AI CFO composer. Dispatch `transcribeAudio(blob, language)` with a
+ * finished recording to POST it to the AI CFO micro-service `/1.0/transcriptions` endpoint;
+ * on success the transcript is appended to the composer input for the user to edit and send.
+ *
+ * `switchMap` (not `mergeMap`): a newer recording supersedes an older in-flight one, so a
+ * slow response can never append a stale transcript after a fresh one has already landed.
+ * The AbortController makes that cancellation real — `fetch` wrapped in a promise ignores
+ * an RxJS unsubscribe, so without the signal the superseded request would run to completion
+ * and still bill a transcription call whose result nothing wants.
+ */
+export const transcribeAudioEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(transcribeAudio.match), switchMap((action) => {
+    const { audio, chatSessionId, language } = action.payload;
+    const abortController = new AbortController();
+    const formData = new FormData();
+    formData.append(AUDIO_FIELD, audio, AUDIO_FILE_NAME);
+    if (language != null && language !== '') {
+        formData.append(LANGUAGE_FIELD, language);
+    }
+    return zeniAPI
+        .postFormData(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/transcriptions`, formData, abortController.signal)
+        .pipe(timeout(TRANSCRIPTION_TIMEOUT_MS), 
+    // A tenant switch clears the store; a transcript still in flight must not
+    // land in the next tenant's composer (both sessions can be `undefined`, so
+    // the reducer's session guard would let it through).
+    takeUntil(actions$.pipe(filter(clearAll.match))), map((response) => {
+        if (!isSuccessResponse(response)) {
+            return transcribeAudioFailure(response.status);
+        }
+        // An EMPTY transcript is a success (the mic caught silence) and the
+        // reducer leaves the composer alone. A MISSING one breaks the response
+        // contract, so it surfaces as an error rather than being coerced to
+        // silence the user cannot distinguish from a quiet room.
+        if (response.data?.transcript == null) {
+            return transcribeAudioFailure(createZeniAPIStatus('Transcription succeeded but the response carried no transcript', 'Unexpected Error'));
+        }
+        // The session id rides along so a transcript that lands after the user
+        // switched sessions is dropped rather than misfiled.
+        return transcribeAudioSuccess(response.data.transcript, chatSessionId);
+    }), finalize(() => abortController.abort()), catchError((error) => of(transcribeAudioFailure(createZeniAPIStatus(
+    // message (detailed) first, then the short title — per createZeniAPIStatus(message, title).
+    // JSON.stringify(Error) drops the (non-enumerable) message — extract it explicitly.
+    'Transcription REST API call errored out: ' +
+        (error instanceof Error ? error.message : String(error)), 'Unexpected Error')))));
+}));

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

@@ -4,15 +4,20 @@ import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
  * 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.
+ * `'other'` -> balance-sheet accounts other than bank/credit card (plus lines
+ * with no account type), `'all'` -> all three. The list epics always send it;
+ * when the gate is off the backend ignores it and returns the legacy expense
+ * scope.
  *
  * 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 TRANSACTION_GROUPS = [
+    'all',
+    'income',
+    'expense',
+    'other',
+];
 export const toTransactionGroup = (v) => stringToUnion(v != null ? v.trim().toLowerCase() : '', TRANSACTION_GROUPS);
 /**
  * Default group for the listing — matches the picker's default selection ("All").

package/lib/esm/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -26,7 +26,6 @@ export const getTaskDetail = (state, taskId) => {
     let isDeleted = undefined;
     let depth = undefined;
     let recurringSourceTaskId = undefined;
-    let taskCategoryId = undefined;
     let snoozedUntil = undefined;
     let taskGroupId = undefined;
     let subtasks = [];
@@ -40,7 +39,6 @@ export const getTaskDetail = (state, taskId) => {
         if (taskEntity != null) {
             createdByUser = getUserAndUserRole(userState, userRoleState, addressState, taskEntity.createdBy);
             depth = taskEntity.depth;
-            taskCategoryId = taskEntity.taskCategoryId;
             isArchived = taskEntity.isArchived;
             isDeleted = taskEntity.isDeleted;
             recurringSourceTaskId = taskEntity.recurringSourceTaskId;
@@ -105,7 +103,6 @@ export const getTaskDetail = (state, taskId) => {
         version: 0,
         createdByUser,
         depth,
-        taskCategoryId,
         isArchived,
         isDeleted,
         recurringSourceTaskId,

package/lib/esm/view/taskManager/taskListView/taskList.js

@@ -47,13 +47,7 @@ export const TASK_LIST_FILTER_CATEGORIES = [
         type: 'user',
         multiple: true,
     },
-    {
-        value: 'createdBy',
-        type: 'user',
-        multiple: true,
-    },
     { value: 'creationDate', type: 'dateRange', multiple: true },
-    { value: 'billing', type: 'dropdown', multiple: true },
 ];
 export const TASK_LIST_GROUP_BY_CATEGORIES = [
     { value: 'status' },

package/lib/esm/view/taskManager/taskListView/taskListFilterHelpers.js

@@ -1,8 +1,3 @@
-/** Billing lives on the task's category, not the task, so it needs the catalog. */
-export const buildCategoryValueGetter = (taskCategoriesById) => (key, task) => key === 'billing'
-    ? (taskCategoriesById[task.taskCategoryId ?? '']?.billingType ??
-        'non_billable')
-    : getCategoryValueForTaskList(key, task);
 export const getCategoryValueForTaskList = (key, task) => {
     switch (key) {
         case 'dueDate':
@@ -17,8 +12,6 @@ export const getCategoryValueForTaskList = (key, task) => {
             return task.createTime;
         case 'assignee':
             return task.assignees;
-        case 'createdBy':
-            return task.createdBy;
         default:
             return undefined;
     }

package/lib/esm/view/taskManager/taskListView/taskListSelector.js

@@ -15,7 +15,7 @@ import { getUserGroupList } from '../../userGroupListView/userGroupListViewSelec
 import { getUserList, } from '../../userListView/userListViewSelector';
 import { allTaskPriority, allTaskStatus, } from '../taskDetailView/taskDetailSelector';
 import { DUE_DATE_GROUP_KEYS, } from './taskList';
-import { buildCategoryValueGetter } from './taskListFilterHelpers';
+import { getCategoryValueForTaskList } from './taskListFilterHelpers';
 const sortTasksList = (tagState, tasksList, sortKey, sortOrder) => {
     const tasksInOrder = orderBy(tasksList, (task) => {
         switch (sortKey) {
@@ -47,7 +47,7 @@ const sortTasksList = (tagState, tasksList, sortKey, sortOrder) => {
     }, sortOrder);
     return tasksInOrder;
 };
-const getTasksWithUserDetails = ({ taskListState, taskState, userState, userRoleState, addressState, taskIds, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTasksWithUserDetails = ({ taskListState, taskState, userState, userRoleState, addressState, taskIds, tagState, userGroupsState, }) => {
     const { sortKey, searchText } = taskListState.uiState;
     const sortOrder = getSortOrder(taskListState.uiState.sortOrder);
     const tasks = taskIds
@@ -70,11 +70,11 @@ const getTasksWithUserDetails = ({ taskListState, taskState, userState, userRole
         return undefined;
     })
         .filter((value) => value?.name.toLowerCase().includes(searchText.toLowerCase()) === true);
-    const filteredTaskList = applyAdvancedFiltersOnList(buildCategoryValueGetter(taskCategoriesById), tasks, taskListState.filters);
+    const filteredTaskList = applyAdvancedFiltersOnList(getCategoryValueForTaskList, tasks, taskListState.filters);
     const sortedTaskList = sortTasksList(tagState, filteredTaskList, sortKey, sortOrder);
     return sortedTaskList;
 };
-const getTaskListGroupedByGroupName = ({ taskListState, taskState, taskGroupState, taskGroupsIds, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTaskListGroupedByGroupName = ({ taskListState, taskState, taskGroupState, taskGroupsIds, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const taskGroupsWithTasksList = taskGroupsIds
         .map((taskGroupId) => {
         const taskGroup = getTaskGroupById(taskGroupState, taskGroupId);
@@ -88,7 +88,6 @@ const getTaskListGroupedByGroupName = ({ taskListState, taskState, taskGroupStat
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         if (taskGroup != null) {
             return {
@@ -120,7 +119,7 @@ const getTaskListGroupedByGroupName = ({ taskListState, taskState, taskGroupStat
     // Also hides deleted groups, which are empty as a side effect.
     return sortedTaskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-export const getTaskListGroupedByAssignees = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+export const getTaskListGroupedByAssignees = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const assigneeGroups = Object.keys(taskListState.taskIdsByAssignees);
     const taskGroupsWithTasksList = assigneeGroups.map((groupKey) => {
         const taskIds = taskListState.taskIdsByAssignees[groupKey];
@@ -133,7 +132,6 @@ export const getTaskListGroupedByAssignees = ({ taskListState, taskState, userSt
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         const assigneeIds = groupKey.split(',');
         const groupName = getUsersByUserIds(userState, assigneeIds)
@@ -151,7 +149,7 @@ export const getTaskListGroupedByAssignees = ({ taskListState, taskState, userSt
     });
     return taskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-export const getTaskListGroupedByPriority = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+export const getTaskListGroupedByPriority = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const taskGroupsWithTasksList = ALL_PRIORITY_CODE.map((groupKey) => {
         const taskIds = taskListState.taskIdsByPriority[groupKey] ?? [];
         const tasksWithUserDetails = getTasksWithUserDetails({
@@ -163,7 +161,6 @@ export const getTaskListGroupedByPriority = ({ taskListState, taskState, userSta
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         return {
             groupName: allTaskPriority.find((priority) => priority.code === groupKey)?.name ??
@@ -175,7 +172,7 @@ export const getTaskListGroupedByPriority = ({ taskListState, taskState, userSta
     });
     return taskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-const getTaskListGroupedByStatus = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTaskListGroupedByStatus = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const taskGroupsWithTasksList = ALL_TASK_STATUS_CODE.map((groupKey) => {
         const taskIds = taskListState.taskIdsByStatus[groupKey] ?? [];
         const tasksWithUserDetails = getTasksWithUserDetails({
@@ -187,7 +184,6 @@ const getTaskListGroupedByStatus = ({ taskListState, taskState, userState, userR
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         return {
             groupName: allTaskStatus.find((taskStatus) => taskStatus.code === groupKey)
@@ -199,7 +195,7 @@ const getTaskListGroupedByStatus = ({ taskListState, taskState, userState, userR
     });
     return taskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-const getTaskListGroupedByTags = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTaskListGroupedByTags = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const tagGroups = Object.keys(taskListState.taskIdsByTags);
     const taskGroupsWithTasksList = tagGroups.map((groupKey) => {
         const taskIds = taskListState.taskIdsByTags[groupKey];
@@ -212,7 +208,6 @@ const getTaskListGroupedByTags = ({ taskListState, taskState, userState, userRol
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         const tagIds = groupKey.split(',');
         const groupName = getTagsByIds(tagState, tagIds)
@@ -229,7 +224,7 @@ const getTaskListGroupedByTags = ({ taskListState, taskState, userState, userRol
     });
     return taskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-const getTaskListGroupedByDueDate = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTaskListGroupedByDueDate = ({ taskListState, taskState, userState, userRoleState, addressState, tagState, userGroupsState, }) => {
     const taskGroupsWithTasksList = DUE_DATE_GROUP_KEYS.map((groupKey) => {
         const taskIds = taskListState.taskIdsByDueDate[groupKey];
         const tasksWithUserDetails = getTasksWithUserDetails({
@@ -241,7 +236,6 @@ const getTaskListGroupedByDueDate = ({ taskListState, taskState, userState, user
             taskIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
         return {
             groupName: groupKey,
@@ -252,7 +246,7 @@ const getTaskListGroupedByDueDate = ({ taskListState, taskState, userState, user
     });
     return taskGroupsWithTasksList.filter((group) => group.tasks.length > 0);
 };
-const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRoleState, addressState, taskGroupState, taskGroupsIds, tagState, userGroupsState, taskCategoriesById, }) => {
+const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRoleState, addressState, taskGroupState, taskGroupsIds, tagState, userGroupsState, }) => {
     const { groupByKey } = taskListState.uiState;
     if (groupByKey === 'groupName') {
         return getTaskListGroupedByGroupName({
@@ -265,7 +259,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
             taskGroupsIds,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
     }
     if (groupByKey === 'assignee') {
@@ -277,7 +270,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
             addressState,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
     }
     if (groupByKey === 'priority') {
@@ -289,7 +281,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
             addressState,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
     }
     if (groupByKey === 'status') {
@@ -301,7 +292,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
             addressState,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
     }
     if (groupByKey === 'tag') {
@@ -313,7 +303,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
             addressState,
             tagState,
             userGroupsState,
-            taskCategoriesById,
         });
     }
     return getTaskListGroupedByDueDate({
@@ -324,7 +313,6 @@ const getTaskGroupsWithTaskList = ({ taskListState, taskState, userState, userRo
         addressState,
         tagState,
         userGroupsState,
-        taskCategoriesById,
     });
 };
 /**
@@ -349,10 +337,7 @@ const getTaskGroupsWithTaskListMemoized = createSelector((state) => state.taskLi
 // invalidate this memo and rebuild a board the user is already using.
 (state) => tagsAreStructural(state.taskListState.uiState)
     ? state.tagState
-    : EMPTY_TAG_STATE, (state) => state.userGroupsState, 
-// Only the catalog, not the whole timeEntry slice: billing is read off
-// the task's category, and a timer tick must not rebuild the board.
-(state) => state.timeEntryState.taskCategoriesById, (uiState, filters, taskIdsByGroupsIds, taskIdsByAssignees, taskIdsByPriority, taskIdsByStatus, taskIdsByTags, taskIdsByDueDate, taskState, userState, userRoleState, addressState, taskGroupState, taskGroupsIds, tagState, userGroupsState, taskCategoriesById) => getTaskGroupsWithTaskList({
+    : EMPTY_TAG_STATE, (state) => state.userGroupsState, (uiState, filters, taskIdsByGroupsIds, taskIdsByAssignees, taskIdsByPriority, taskIdsByStatus, taskIdsByTags, taskIdsByDueDate, taskState, userState, userRoleState, addressState, taskGroupState, taskGroupsIds, tagState, userGroupsState) => getTaskGroupsWithTaskList({
     taskListState: {
         uiState,
         filters,
@@ -371,7 +356,6 @@ const getTaskGroupsWithTaskListMemoized = createSelector((state) => state.taskLi
     taskGroupsIds,
     tagState,
     userGroupsState,
-    taskCategoriesById,
 }));
 export const getAllTasks = createSelector(
 // `taskState`, `taskGroupState`, `addressState` and `tagState` are gone from

package/lib/esm/view/taskManager/taskListView/taskListViewHelpers.js

@@ -1,4 +1,3 @@
-import { convertHHMMStrToMinutes } from '../../../commonStateTypes/fiscalYearHelpers/formatMinutesToFromHHMM';
 import { dateNow } from '../../../zeniDayJS';
 import { allTaskPriority, allTaskStatus, } from '../taskDetailView/taskDetailSelector';
 import { toDueDateGroupKeyType } from './taskList';
@@ -64,11 +63,6 @@ export const sortSubtasks = (subtasks, sortKey, sortOrder, userList, tagList) =>
         return acc;
     }, {});
     const unknownStatusRank = allTaskStatus.length;
-    const priorityOrder = allTaskPriority.reduce((acc, priority, index) => {
-        acc[priority.code] = index;
-        return acc;
-    }, {});
-    const unknownPriorityRank = allTaskPriority.length;
     const cmpStr = (a, b) => a.localeCompare(b, undefined, { sensitivity: 'base' });
     const keyFn = (task) => {
         if (sortKey === 'name') {
@@ -95,37 +89,6 @@ export const sortSubtasks = (subtasks, sortKey, sortOrder, userList, tagList) =>
             const tag = tagList.find((candidate) => candidate.tagId === firstTagId);
             return tag?.name ?? '';
         }
-        if (sortKey === 'priority') {
-            // Rank by the canonical order, not the code string: alphabetical would
-            // sort "high" before "urgent" and read as wrong to anyone scanning it.
-            return priorityOrder[task.priority?.code] ?? unknownPriorityRank;
-        }
-        if (sortKey === 'dueDate') {
-            // A task with no date is not "earliest", so undated rows belong at the
-            // bottom in BOTH directions. The comparator negates for 'desc', so one
-            // fixed sentinel would flip them to the top — the sentinel has to flip
-            // with the order to survive that negation.
-            // `dueDate` is already a ZeniDate (dayjs), so valueOf() is the epoch.
-            // An unparseable date yields NaN, and a NaN comparator leaves the array
-            // untouched -- the same silent failure the timeSpent branch guards.
-            // Treat it as undated rather than as a date.
-            const due = task.dueDate;
-            const epoch = due?.valueOf();
-            if (epoch == null || Number.isNaN(epoch)) {
-                return sortOrder === 'asc'
-                    ? Number.MAX_SAFE_INTEGER
-                    : Number.MIN_SAFE_INTEGER;
-            }
-            return epoch;
-        }
-        if (sortKey === 'timeSpent') {
-            // `timeSpent` is an "HHMM" STRING (no colon). Comparing it as text puts
-            // "1000" before "0900" only by luck of padding, and any malformed value
-            // makes the converter return NaN -- which a comparator turns into "no
-            // sort at all", silently. Coerce that to 0.
-            const minutes = convertHHMMStrToMinutes(task.timeSpent ?? '');
-            return Number.isFinite(minutes) ? minutes : 0;
-        }
         return '';
     };
     const copy = [...subtasks];

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

@@ -131,13 +131,29 @@ export const prepareCreateTransactionPayload = (state, localData) => {
         };
     }
     const lines = localData.lines.map((line) => toLinePayload(state, line, transactionType));
+    const documentIdField = localData.documentNumber != null && localData.documentNumber !== ''
+        ? { document_id: localData.documentNumber }
+        : {};
     if (transactionType === 'journal_entry') {
+        return { ...base, ...documentIdField, lines };
+    }
+    // Both post to accounts payable, so they carry no header account or payment type.
+    if (transactionType === 'vendor_credit') {
+        return {
+            ...base,
+            vendor_id: toQboVendorId(state, localData.vendorId),
+            ...documentIdField,
+            lines,
+        };
+    }
+    if (transactionType === 'bill') {
         return {
             ...base,
-            ...(localData.documentNumber != null &&
-                localData.documentNumber !== '' && {
-                document_id: localData.documentNumber,
+            vendor_id: toQboVendorId(state, localData.vendorId),
+            ...(localData.dueDate != null && {
+                due_date: localData.dueDate.format(DEFAULT_DATE_FORMAT),
             }),
+            ...documentIdField,
             lines,
         };
     }

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

@@ -8,4 +8,6 @@ export const ALL_CREATABLE_TRANSACTION_TYPES = [
     'credit_card_credit',
     'transfer',
     'journal_entry',
+    'bill',
+    'vendor_credit',
 ];