@zeniai/client-epic-state 5.3.8-beta0DI → 5.3.9

package/lib/esm/index.js

@@ -75,7 +75,6 @@ import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
 import { DEFAULT_RECEIPTS_EMAIL, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
 import { toExternalSupportedTool } from './entity/tenant/tenantTypes';
-import { getTaskCategories, getTaskCategoryById, } from './entity/timeEntry/timeEntrySelector';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
 import { mapFileEntityToAttachment, toContentType, toContentTypeStrict, } from './entity/transaction/stateTypes/attachment';
@@ -91,7 +90,7 @@ import { getUserRoleMap, hasAICFOAccess, hasAdminLevelAccess, hasAnyCompanyRole,
 import { updateVendors } from './entity/vendor/vendorReducer';
 import { defaultVendorCurrency, } from './entity/vendor/vendorState';
 import { VendorExpenseTrend } from './entity/vendorExpense/vendorExpenseTrend';
-import initialize, { disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, updateZeniAPIClientConfig, zeniAPIClientConfig, } from './init';
+import initialize, { disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, setSessionEndpointsLoader, updateZeniAPIClientConfig, updateZeniAPIEndpoints, zeniAPIClientConfig, } from './init';
 import { isAccessDeniedError, isInvalidSessionError, isSuccessResponse, } from './responsePayload';
 import { clearAll } from './rootActions';
 import { fetchAccountList } from './view/accountList/accountListReducer';
@@ -422,8 +421,6 @@ import { ALL_TASK_LIST_TABS, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CAT
 import { bulkUpdateTaskList, dragNDropTasks, fetchTaskList, fetchTaskListPage, initiateTaskListLocalData, removeTaskFromList, updateTaskFilters, updateTaskFromListView, updateTaskListLocalData, updateTaskListSearchText, updateTaskListTab, updateTaskListUIState, } from './view/taskManager/taskListView/taskListReducer';
 import { getAllTasks, } from './view/taskManager/taskListView/taskListSelector';
 import { getDueDateValueFromDueDateGroupId, getTaskUpdates, sortSubtasks, } from './view/taskManager/taskListView/taskListViewHelpers';
-import { deleteTimeEntry, fetchTaskCategories, fetchTimeEntriesForRange, fetchTimeEntriesForTask, logTime, updateTimeEntryMinutes, } from './view/taskManager/timeEntryView/timeEntryViewReducer';
-import { getTimeEntriesForRange, getTimeEntriesForTask, getTimeEntrySaveState, } from './view/taskManager/timeEntryView/timeEntryViewSelector';
 import { fetchTasksCard } from './view/tasksCard/tasksCardReducer';
 import { fetchTopEx, updateTopExDownloadState, updateTopExTimeFrame, } from './view/topEx/topExReducer';
 import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topEx/topExSelector';
@@ -488,7 +485,7 @@ export { updateCreditAgentMacro, updateCreditAgentRow, updateCreditAgentRows, }
 export { getCreditAgentRows, getCreditAgentMacroEntity, } from './entity/creditAgent/creditAgentSelector';
 export { saveJeAccountSettings, saveJeAccountSettingsLocalData };
 export default initialize;
-export { initializePusher, disconnectPusher, Dayjs, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, toZeniUrl, toZeniUrlWithoutBaseURL, updateZeniAPIClientConfig, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, getTimeframeTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, };
+export { initializePusher, disconnectPusher, Dayjs, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, toZeniUrl, toZeniUrlWithoutBaseURL, updateZeniAPIClientConfig, updateZeniAPIEndpoints, setSessionEndpointsLoader, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, getTimeframeTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, };
 export { toAmount };
 export { toReportID, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isCashFlowClassesViewReport, isCashFlowProjectViewReport, isCashFlowReport, isGroupedCashFlowReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, };
 export { toCOABalanceTimeframe, };
@@ -681,7 +678,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, updateVendorGlobalReviewViewLocalData, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, };
-export { getTaskGroupById, getAllTasks, getTaskCategories, getTaskCategoryById, getTimeEntriesForRange, getTimeEntriesForTask, getTimeEntrySaveState, fetchTimeEntriesForTask, fetchTimeEntriesForRange, fetchTaskCategories, logTime, updateTimeEntryMinutes, deleteTimeEntry, fetchTaskList, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
+export { getTaskGroupById, getAllTasks, fetchTaskList, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, archiveTask, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, deleteTask, discardTaskUpdatesInLocalStore, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, ALL_TASK_LIST_TABS, };
 export { getAllTags, fetchTagList, createTag, deleteTag, };
 export { getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, clearAuditReportGroupViewByCompanyId, };

package/lib/esm/init.js

@@ -2,6 +2,7 @@ import configureNewStore from './configureStore';
 import { ZeniAPIClient } from './zeniAPI';
 import { setZeniAPIClient, zeniAPI } from './zeniAPIClientState';
 export { zeniAPI } from './zeniAPIClientState';
+export { setSessionEndpointsLoader } from './sessionEndpointsLoader';
 export { disconnectPusher, initializePusher, pusher } from './pusherClient';
 export let store;
 let initialized = false;
@@ -13,11 +14,10 @@ let initialized = false;
  */
 export default function initialize(restEndPoints, userId, sessionId, tenantId, isSandboxEnv, onSessionInvalidated) {
     if (initialized) {
-        console.warn(`Already initialized with url ${JSON.stringify(zeniAPI.apiEndPoints)}`);
+        console.warn('client-epic-state is already initialized');
         return store;
     }
     initialized = true;
-    console.info(`initializing with ${JSON.stringify(restEndPoints)}`);
     initialize3rdPartyExtensions();
     setZeniAPIClient(new ZeniAPIClient(restEndPoints, userId, sessionId, tenantId, onSessionInvalidated));
     store = configureNewStore(zeniAPI, isSandboxEnv);
@@ -35,6 +35,18 @@ export { injectFeatureModules, injectFeatureEpics } from './configureStore';
 export function updateZeniAPIClientConfig(userId, sessionId, tenantId) {
     zeniAPI.update(userId, sessionId, tenantId);
 }
+/**
+ * Replace the REST endpoints the API client calls. Epics read the endpoints
+ * at request time, so every request made after this uses the new ones.
+ * Note: This version SHOULD BE used only in the client side.
+ * @param restEndPoints
+ */
+export function updateZeniAPIEndpoints(restEndPoints) {
+    if (zeniAPI == null) {
+        throw new Error('Call initialize() before updateZeniAPIEndpoints()');
+    }
+    zeniAPI.apiEndPoints = restEndPoints;
+}
 /**
  * Returns current Zeni REST API client config.
  * @returns
@@ -61,7 +73,6 @@ export function zeniAPIClientConfig() {
  * @param tenantId tenant id
  */
 export async function initializeWithNewStore(restEndPoints, userId, sessionId, tenantId) {
-    console.info(`initializeWithNewStore with ${JSON.stringify(restEndPoints)}`);
     initialize3rdPartyExtensions();
     const zeniHttpClient = new ZeniAPIClient(restEndPoints, userId, sessionId, tenantId);
     const store = configureNewStore(zeniHttpClient, false);

package/lib/esm/reducer.js

@@ -70,7 +70,6 @@ import taskGroup, { initialState as initialTaskGroupState, } from './entity/task
 import taskGroupTemplate, { initialState as initialTaskGroupTemplateState, } from './entity/taskGroupTemplate/taskGroupTemplateReducer';
 import taskSummary, { initialState as initailTaskSummaryState, } from './entity/taskSummary/taskSummaryReducer';
 import tenant, { initialState as initialTenantState, } from './entity/tenant/tenantReducer';
-import timeEntry, { initialState as initialTimeEntryState, } from './entity/timeEntry/timeEntryReducer';
 import toastNotification, { initialState as initialToastNotificationState, } from './entity/toastNotification/toastNotificationReducer';
 import transaction, { initialState as initialTransactionState, } from './entity/transaction/transactionReducer';
 import transactionActivityLog, { initialState as initialTransactionActivityLogState, } from './entity/transactionActivityLog/transactionActivityLogReducer';
@@ -256,7 +255,6 @@ import taskDetailView, { initialState as initialTaskDetailState, } from './view/
 import taskGroupTemplateView, { initialState as initialTaskGroupTemplateViewState, } from './view/taskManager/taskGroupTemplateView/taskGroupTemplateViewReducer';
 import taskGroupView, { initialState as initialTaskGroupViewState, } from './view/taskManager/taskGroupView/taskGroupViewReducer';
 import taskList, { initialState as initialTaskListState, } from './view/taskManager/taskListView/taskListReducer';
-import timeEntryView, { initialState as initialTimeEntryViewState, } from './view/taskManager/timeEntryView/timeEntryViewReducer';
 import tasksCard, { initialState as initialTasksCardState, } from './view/tasksCard/tasksCardReducer';
 import topEx, { initialState as initialTopExState, } from './view/topEx/topExReducer';
 import transactionActivityLogView, { initialState as initialTransactionActivityLogViewState, } from './view/transactionActivityLogView/transactionActivityLogViewReducer';
@@ -345,7 +343,6 @@ const initialEntitiesState = {
     subscriptionState: initialSubscriptionState,
     subscriptionSummaryState: initialSubscriptionSummaryState,
     tagState: initialTagState,
-    timeEntryState: initialTimeEntryState,
     taskGroupState: initialTaskGroupState,
     taskGroupTemplateState: initialTaskGroupTemplateState,
     taskState: initialTaskState,
@@ -527,7 +524,6 @@ const initialViewsState = {
     taskGroupTemplateViewState: initialTaskGroupTemplateViewState,
     taskGroupViewState: initialTaskGroupViewState,
     taskListState: initialTaskListState,
-    timeEntryViewState: initialTimeEntryViewState,
     tasksCardState: initialTasksCardState,
     topExState: initialTopExState,
     transactionActivityLogViewState: initialTransactionActivityLogViewState,
@@ -636,7 +632,6 @@ const entityReducers = {
     subscriptionState: subscription,
     subscriptionSummaryState: subscriptionSummary,
     tagState: tag,
-    timeEntryState: timeEntry,
     taskGroupState: taskGroup,
     taskGroupTemplateState: taskGroupTemplate,
     taskState: task,
@@ -817,7 +812,6 @@ const viewReducers = {
     taskGroupTemplateViewState: taskGroupTemplateView,
     taskGroupViewState: taskGroupView,
     taskListState: taskList,
-    timeEntryViewState: timeEntryView,
     tagViewState: tagView,
     tasksCardState: tasksCard,
     topExState: topEx,

package/lib/esm/sessionEndpointsLoader.js

@@ -0,0 +1,7 @@
+let sessionEndpointsLoader;
+export function setSessionEndpointsLoader(loader) {
+    sessionEndpointsLoader = loader;
+}
+export function getSessionEndpointsLoader() {
+    return sessionEndpointsLoader;
+}

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

@@ -47,11 +47,6 @@ export const TASK_LIST_FILTER_CATEGORIES = [
         type: 'user',
         multiple: true,
     },
-    {
-        value: 'createdBy',
-        type: 'user',
-        multiple: true,
-    },
     { value: 'creationDate', type: 'dateRange', multiple: true },
 ];
 export const TASK_LIST_GROUP_BY_CATEGORIES = [

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

@@ -12,8 +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/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

@@ -4,6 +4,10 @@ import { getClassById } from '../../../entity/class/classSelector';
 import { toProjectBasePayload, } from '../../../entity/project/projectPayload';
 import { getProjectById } from '../../../entity/project/projectSelector';
 import { getVendorByQboId, getVendorByVendorId, } from '../../../entity/vendor/vendorSelector';
+const POSTING_TYPE_NAME = {
+    credit: 'Credit',
+    debit: 'Debit',
+};
 const toRemitToAddressPayload = (address) => {
     if (address == null) {
         return undefined;
@@ -35,10 +39,12 @@ const toLinePayload = (state, line, transactionType) => {
         });
     }
     if (transactionType === 'journal_entry') {
-        lineDetail.posting_type = line.postingType;
+        if (line.postingType != null) {
+            lineDetail.posting_type_name = POSTING_TYPE_NAME[line.postingType];
+        }
         const vendorQboId = toQboLineVendorId(state, line.vendorQboId);
         if (vendorQboId != null) {
-            lineDetail.vendor = { qbo_id: vendorQboId };
+            lineDetail.vendor = { vendor_id: vendorQboId };
         }
     }
     return {
@@ -128,6 +134,10 @@ export const prepareCreateTransactionPayload = (state, localData) => {
     if (transactionType === 'journal_entry') {
         return {
             ...base,
+            ...(localData.documentNumber != null &&
+                localData.documentNumber !== '' && {
+                document_id: localData.documentNumber,
+            }),
             lines,
         };
     }
@@ -141,6 +151,8 @@ export const prepareCreateTransactionPayload = (state, localData) => {
     if (transactionType === 'check') {
         return {
             ...purchaseBase,
+            // The form has no payment method field for a check; qbo_purchase.py still requires it.
+            payment_type: 'check',
             document_number: localData.documentNumber,
             print_status: localData.printStatus,
             remit_to_address: toRemitToAddressPayload(localData.remitToAddress),

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

@@ -1,4 +1,5 @@
 import { createSelector } from '@reduxjs/toolkit';
+import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getAccountListFetchState, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
 import { getNestedClassListHierarchy } from '../../classList/classListSelector';
 import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
@@ -22,6 +23,23 @@ export const getCreateTransactionVendorRecommendations = (state, vendorQboId) =>
         recommendations: view.recommendations,
     };
 };
+/**
+ * QBO sub-accounts share their parent's type, so filtering the root nodes keeps whole subtrees.
+ *
+ * Memoized on its own: createTransactionsState changes on every keystroke, which re-runs the view
+ * projection, and the filter would otherwise hand the dropdown a new array each time.
+ */
+const getPaymentAccountListNestedAccountHierarchy = createSelector([
+    (state) => getNestedAccountListHierarchy(state.accountListState, 'createTransactionPaymentAccountList'),
+    (state) => state.accountState,
+    (_state, transactionType) => transactionType,
+], (hierarchy, accountState, transactionType) => {
+    if (transactionType !== 'check') {
+        return hierarchy;
+    }
+    return hierarchy.filter((node) => getAccountBase(accountState, node.accountId[0], 'account_list')
+        ?.accountType === 'bank');
+});
 /**
  * Memoized: app-ui reads this straight from useSelector, and the vendor list and hierarchies are
  * rebuilt on every call, so an unmemoized version re-renders the page on every store action.
@@ -30,10 +48,11 @@ export const getCreateTransactionView = createSelector([
     (state) => state.transactionDetailState.createTransactionsState,
     (state) => state.vendorState.vendorByID,
     (state) => state.accountListState,
+    getPaymentAccountListNestedAccountHierarchy,
     (state) => state.classListState,
     (state) => getResolvedTransferAccounts(state).transferAccountsList,
     (_state, transactionType) => transactionType,
-], (createTransactionsState, vendorByID, accountListState, classListState, transferAccountsList, transactionType) => ({
+], (createTransactionsState, vendorByID, accountListState, paymentAccountListNestedAccountHierarchy, classListState, transferAccountsList, transactionType) => ({
     transactionType,
     localData: createTransactionsState.newTransactionState[transactionType],
     createStatus: createTransactionsState.createStatus,
@@ -43,7 +62,7 @@ export const getCreateTransactionView = createSelector([
     lineAccountListFetchState: getAccountListFetchState(accountListState, 'createTransactionLineAccountList'),
     paymentAccountListFetchState: getAccountListFetchState(accountListState, 'createTransactionPaymentAccountList'),
     accountListNestedAccountHierarchy: getNestedAccountListHierarchy(accountListState, 'createTransactionLineAccountList'),
-    paymentAccountListNestedAccountHierarchy: getNestedAccountListHierarchy(accountListState, 'createTransactionPaymentAccountList'),
+    paymentAccountListNestedAccountHierarchy,
     classListNestedAccountHierarchy: getNestedClassListHierarchy(classListState),
     transferAccountsList: transactionType === 'transfer' ? transferAccountsList : [],
     fetchState: createTransactionsState.createStatus.fetchState,

package/lib/index.d.ts

@@ -150,8 +150,6 @@ import { DoSignInPayload, deleteConnection, doMagicLinkSignIn, doSignIn, doSignO
 import { CurrentTenant, DEFAULT_RECEIPTS_EMAIL, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, TenantsOrdered, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
 import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { toExternalSupportedTool } from './entity/tenant/tenantTypes';
-import { getTaskCategories, getTaskCategoryById } from './entity/timeEntry/timeEntrySelector';
-import { BillingType, TaskCategory, TimeEntry, TimeEntrySource } from './entity/timeEntry/timeEntryState';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications } from './entity/toastNotification/toastNotificationSelector';
@@ -177,7 +175,7 @@ import { Filing1099TinType } from './entity/vendor/vendorType';
 import { VendorExpenseState, VendorSpend } from './entity/vendorExpense/vendorExpenseState';
 import { VendorExpenseTrend } from './entity/vendorExpense/vendorExpenseTrend';
 import { ExternalAPIEndpoints } from './externalAPI';
-import initialize, { ZeniStore, disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, updateZeniAPIClientConfig, zeniAPIClientConfig } from './init';
+import initialize, { ZeniStore, disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, setSessionEndpointsLoader, updateZeniAPIClientConfig, updateZeniAPIEndpoints, zeniAPIClientConfig } from './init';
 import { ZeniAPIStatus, isAccessDeniedError, isInvalidSessionError, isSuccessResponse } from './responsePayload';
 import { clearAll } from './rootActions';
 import { RootState } from './rootStateTypes';
@@ -637,8 +635,6 @@ import { ALL_TASK_LIST_TABS, DueDateGroupKey, TASK_LIST_FILTER_CATEGORIES, TASK_
 import { bulkUpdateTaskList, dragNDropTasks, fetchTaskList, fetchTaskListPage, initiateTaskListLocalData, removeTaskFromList, updateTaskFilters, updateTaskFromListView, updateTaskListLocalData, updateTaskListSearchText, updateTaskListTab, updateTaskListUIState } from './view/taskManager/taskListView/taskListReducer';
 import { TaskGroupWithTasksList, TaskListSelectorView, TaskWithUserDetails, getAllTasks } from './view/taskManager/taskListView/taskListSelector';
 import { SubtaskSortKey, SubtaskSortOrder, getDueDateValueFromDueDateGroupId, getTaskUpdates, sortSubtasks } from './view/taskManager/taskListView/taskListViewHelpers';
-import { deleteTimeEntry, fetchTaskCategories, fetchTimeEntriesForRange, fetchTimeEntriesForTask, logTime, updateTimeEntryMinutes } from './view/taskManager/timeEntryView/timeEntryViewReducer';
-import { TimeEntryListView, TimesheetWeekView, getTimeEntriesForRange, getTimeEntriesForTask, getTimeEntrySaveState } from './view/taskManager/timeEntryView/timeEntryViewSelector';
 import { fetchTasksCard } from './view/tasksCard/tasksCardReducer';
 import { TasksCardReport } from './view/tasksCard/tasksCardSelector';
 import { fetchTopEx, updateTopExDownloadState, updateTopExTimeFrame } from './view/topEx/topExReducer';
@@ -726,7 +722,7 @@ export type { CreditAgentFocusFilter, CreditAgentSortDir, CreditAgentSortKey, Cr
 export { AccountSettingsLocalData };
 export { saveJeAccountSettings, saveJeAccountSettingsLocalData };
 export default initialize;
-export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
+export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, updateZeniAPIEndpoints, setSessionEndpointsLoader, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
 export { ID, FetchState, FetchStateAndError, FetchedState, UpdateType, Mode, AccountViewMode, CompletionStatusType, };
 export { Amount, toAmount, Currency };
 export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isCashFlowClassesViewReport, isCashFlowProjectViewReport, isCashFlowReport, isGroupedCashFlowReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
@@ -976,7 +972,7 @@ export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGl
 export { approveVendorGlobalReview, rejectVendorGlobalReview, fetchVendorGlobalReviewView, updateSelectedGlobalMerchant, updateVendorGlobalReviewViewUIState, getVendorGlobalReviewView, getTenantMerchantByMerchantId, toVendorGlobalReviewColumnSortKeyType, VendorGlobalReview, VendorGlobalReviewViewUIState, VendorGlobalReviewViewColumnSortKey, VendorGlobalReviewViewSelectorView, VendorGlobalReviewViewState, VendorGlobalReviewViewLocalData, updateVendorGlobalReviewViewLocalData, GlobalReviewPageCurrentSelectionByColumn, GlobalRecommendationFetchSource, };
 export { fetchArAging, updateArAgingUIState, fetchArAgingDetail, updateArAgingDetailUIState, ArAgingReport, ArAgingDetail, NestedAgingBalancesByCustomer, getArAgingReport, getArAgingDetailForCustomer, updateArAgingNodeCollapseState, };
 export { toRecurringBillFrequency, toRecurringBillFrequencyStrict, RecurringBillFrequency, RecurringBillDetail, RecurringBillConfig, RecurringBillStatus, RecurringBillPaymentStatus, };
-export { Task, TaskPayload, TaskListSelectorView, TaskWithUserDetails, TaskListViewSortKey, TaskListUIState, TaskDetailSelectorView, EditTaskLocalData, TaskStatusCodeType, PriorityCodeType, getTaskGroupById, TaskStatus, TaskPriority, TaskCodeType, getAllTasks, BillingType, TaskCategory, TimeEntry, TimeEntrySource, TimeEntryListView, TimesheetWeekView, getTaskCategories, getTaskCategoryById, getTimeEntriesForRange, getTimeEntriesForTask, getTimeEntrySaveState, fetchTimeEntriesForTask, fetchTimeEntriesForRange, fetchTaskCategories, logTime, updateTimeEntryMinutes, deleteTimeEntry, fetchTaskList, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, CreateSubTaskPayload, archiveTask, CannedResponse, CannedResponsesViewState, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, TaskListFilters, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, TaskListFilterCategoryField, deleteTask, discardTaskUpdatesInLocalStore, TaskFilterCategory, TaskType, TaskGroupWithTasksList, TaskListLocalData, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, TaskGroupState, TaskGroupKey, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, SubtaskSortKey, SubtaskSortOrder, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, DueDateGroupKey, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, TaskListTab, ALL_TASK_LIST_TABS, };
+export { Task, TaskPayload, TaskListSelectorView, TaskWithUserDetails, TaskListViewSortKey, TaskListUIState, TaskDetailSelectorView, EditTaskLocalData, TaskStatusCodeType, PriorityCodeType, getTaskGroupById, TaskStatus, TaskPriority, TaskCodeType, getAllTasks, fetchTaskList, fetchTaskListPage, getTaskDetail, fetchTaskDetailPage, saveTaskUpdatesToLocalStore, saveTaskDetail, createSubTask, resetSubTaskCreateStatus, fetchSubTasks, CreateSubTaskPayload, archiveTask, CannedResponse, CannedResponsesViewState, fetchCannedResponses, saveCannedResponse, deleteCannedResponse, getCannedResponsesView, updateTaskListSearchText, updateTaskListUIState, allTaskStatus, allTaskPriority, TaskListFilters, updateTaskFilters, TASK_LIST_FILTER_CATEGORIES, TASK_LIST_GROUP_BY_CATEGORIES, TaskListFilterCategoryField, deleteTask, discardTaskUpdatesInLocalStore, TaskFilterCategory, TaskType, TaskGroupWithTasksList, TaskListLocalData, bulkUpdateTaskList, createNewTaskGroup, initiateTaskListLocalData, deleteTaskGroup, updateTaskListLocalData, dragNDropTasks, updateTaskGroupName, TaskGroupState, TaskGroupKey, toTaskListGroupByKeyType, toTaskListGroupByKeyTypeStrict, SubtaskSortKey, SubtaskSortOrder, getTaskUpdates, sortSubtasks, fetchAllTaskGroups, initialTaskDetail, getDueDateValueFromDueDateGroupId, toPriorityCodeType, toTaskStatusCodeType, DueDateGroupKey, toDueDateGroupKeyType, updateTaskFromListView, updateTaskListTab, removeTaskFromList, snoozeTask, unsnoozeTask, convertHHMMStrToMinutes, initialTaskDetailLocalData, TaskListTab, ALL_TASK_LIST_TABS, };
 export { Tag, TagState, TagViewState, getAllTags, TagViewSelectorView, fetchTagList, createTag, deleteTag, };
 export { CardPayment, CardPaymentViewState, SetupIntentData, CardPaymentSelectorView, getAllCardsAndBankPaymentMethods, createCardSetupIntent, confirmCardSetupIntent, addCardPaymentSource, fetchPaymentSources, resetCardPaymentErrorStatuses, clearCardPaymentView, AddCardPaymentSourceType, };
 export { getAuditReportGroupViewSelectorView, getAuditRuleGroupViewSelectorView, getUserFromAllUsers, AuditReportGroupSelectorView, AuditReportGroupViewSelectorView, AuditRuleGroupViewSelectorView, fetchAuditRuleGroupView, fetchAuditReportGroupView, saveReasonForAuditRule, AuditRuleGroup, AuditRuleGroupReport, AuditReportRule, AuditRuleEntityType, AuditRuleEntityIdType, AuditRuleBypassReason, clearAuditReportGroupViewByCompanyId, };
@@ -1274,6 +1270,7 @@ export { getActualMatchingAmount, getActualMatchingReversalDate, getActualMatchi
 export type { ExpenseAutomationActualMatchingMatchView } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
 export type { ActualMatchingMatch, ActualMatchingMatchKind, } from './entity/actualMatching/actualMatchingState';
 export type { ActualMatchingMatchId } from './entity/actualMatching/actualMatchingTypes';
+export type { SessionEndpointsLoader } from './sessionEndpointsLoader';
 export type { DisplayCurrencyFallback } from './entity/actualMatching/actualMatchingPayload';
 export { fetchCustomerSummaryDetail, fetchCustomerSummaryList, resetCustomerSummaryDetailUiState, saveCustomerSummaryDetail, updateCustomerAllTransactionsTabData, updateCustomerDetailSelectedTab, updateCustomerSummaryRevenueSelection, updateCustomerSummaryScrollYOffset, updateCustomerSummarySortUiState, updateCustomerTrendFilter, } from './view/customerSummaryView/customerSummaryViewReducer';
 export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';