@zeniai/client-epic-state 4.15.35 → 4.15.36

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -6,40 +6,75 @@ const customerTransaction_1 = require("../../entity/transaction/stateTypes/custo
 const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
 const transactionDetailState_1 = require("./transactionDetailState");
 const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncomeExpense) => {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q;
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
     const transactionLocal = Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData);
-    const customerId = transaction.customerId;
+    const customerId = (_a = transaction.customer) === null || _a === void 0 ? void 0 : _a.id;
     transactionLocal.memo = transaction.memo;
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
                 id: vendorId,
-                name: (_b = (_a = transaction.vendor) === null || _a === void 0 ? void 0 : _a.name) !== null && _b !== void 0 ? _b : '',
-                qboId: (_c = transaction.vendor) === null || _c === void 0 ? void 0 : _c.id,
+                name: (_c = (_b = transaction.vendor) === null || _b === void 0 ? void 0 : _b.name) !== null && _c !== void 0 ? _c : '',
+                qboId: (_d = transaction.vendor) === null || _d === void 0 ? void 0 : _d.id,
             }
             : undefined;
     transactionLocal.customerUpdates =
-        (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
+        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) && customerId != null
             ? {
                 id: customerId,
-                name: (_e = (_d = transaction.customer) === null || _d === void 0 ? void 0 : _d.name) !== null && _e !== void 0 ? _e : '',
-                qboId: (_g = (_f = transaction.customer) === null || _f === void 0 ? void 0 : _f.id) !== null && _g !== void 0 ? _g : '',
+                name: (_f = (_e = transaction.customer) === null || _e === void 0 ? void 0 : _e.name) !== null && _f !== void 0 ? _f : '',
+                qboId: (_h = (_g = transaction.customer) === null || _g === void 0 ? void 0 : _g.id) !== null && _h !== void 0 ? _h : '',
             }
             : undefined;
+    const vendorName = (_k = (_j = transaction.vendor) === null || _j === void 0 ? void 0 : _j.name) !== null && _k !== void 0 ? _k : '';
+    const customerName = (_m = (_l = transaction.customer) === null || _l === void 0 ? void 0 : _l.name) !== null && _m !== void 0 ? _m : '';
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true &&
+        customerId != null &&
+        customerName != null &&
+        Boolean(customerName) === true) {
+        transactionLocal.selectedEntity = {
+            id: customerId,
+            name: customerName,
+            type: (0, entity_1.toEntityType)('customer'),
+            qboId: customerId,
+            zeniId: customerId,
+        };
+    }
+    else if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true &&
+        vendorId != null &&
+        vendorName &&
+        Boolean(vendorName) === true) {
+        transactionLocal.selectedEntity = {
+            id: vendorId,
+            name: vendorName,
+            type: (0, entity_1.toEntityType)('vendor'),
+            qboId: vendorId,
+            zeniId: vendorId,
+        };
+    }
+    else {
+        transactionLocal.selectedEntity = undefined;
+    }
     transactionLocal.vendorDetails =
-        (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
+        (0, vendorTransaction_1.isVendorTransaction)(transaction) &&
+            vendorId != null &&
+            vendorName != null &&
+            Boolean(vendorName) === true
             ? {
                 id: vendorId,
-                qboId: (_j = (_h = transaction.vendor) === null || _h === void 0 ? void 0 : _h.id) !== null && _j !== void 0 ? _j : '',
-                name: (_l = (_k = transaction.vendor) === null || _k === void 0 ? void 0 : _k.name) !== null && _l !== void 0 ? _l : '',
+                qboId: vendorId,
+                name: vendorName,
             }
             : undefined;
     transactionLocal.customerDetails =
-        (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
+        (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
+            customerId != null &&
+            customerName != null &&
+            Boolean(customerName) === true
             ? {
                 id: customerId,
-                qboId: (_o = (_m = transaction.customer) === null || _m === void 0 ? void 0 : _m.id) !== null && _o !== void 0 ? _o : '',
-                name: (_q = (_p = transaction.customer) === null || _p === void 0 ? void 0 : _p.name) !== null && _q !== void 0 ? _q : '',
+                qboId: customerId,
+                name: customerName,
             }
             : undefined;
     transactionLocal.lineItemById =
@@ -67,6 +102,7 @@ const buildLineItemById = (transaction, uncategorizedIncomeExpense, recommendati
                 ? line.vendor != null ||
                     line.customer != null
                 : transaction.vendor != null ||
+                    transaction.customer != null ||
                     transaction.customer != null;
             record.account = accountLine.account;
             record.class = accountLine.class;
@@ -341,7 +377,7 @@ const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLo
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerDetails: transactionDetailLocalData.customerDetails, customerUpdates: transactionDetailLocalData.customerUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
     return newLocalData;
 };
 exports.toUpdateLineItemsOriginalCategoryClass = toUpdateLineItemsOriginalCategoryClass;
@@ -417,6 +453,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
                         record.postingType = lineRecord.postingType;
                         record.postingTypeName = lineRecord.postingTypeName;
                         record.lineEntity = (0, exports.toLineEntity)(lineRecord);
+                        record.selectedEntityLine = (0, exports.toLineEntity)(lineRecord);
                     }
                     newLineItems[lineId] = record;
                 }
@@ -429,7 +466,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
     return newLocalData;
 };
 exports.toSetAllLineItemsToCategoryClass = toSetAllLineItemsToCategoryClass;
@@ -455,7 +492,7 @@ const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDe
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, selectedEntity: transactionDetailLocalData.selectedEntity });
     return newLocalData;
 };
 exports.toSetAllLineItemsLocalDataIsUpdateAllChecked = toSetAllLineItemsLocalDataIsUpdateAllChecked;
@@ -483,8 +520,10 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
                     if (checkIfNotJEAndDeposit === true) {
                         record.customer = accountLine.customer;
                         record.vendor = accountLine.vendor;
+                        record.selectedEntityLine = entity;
                     }
                     else {
+                        record.selectedEntityLine = entity;
                         record.lineEntity = entity;
                         record.vendor = undefined;
                         record.customer = undefined;
@@ -577,7 +616,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
             newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { isUpdateAllChecked: true, isCategoryUpdateSelected: matchingRecord.isCategoryUpdateSelected, isClassUpdateSelected: matchingRecord.isClassUpdateSelected, isRecommendedCategorySelected: matchingRecord.isRecommendedCategorySelected, isRecommendedClassSelected: matchingRecord.isRecommendedClassSelected, isRetainedCategorySelected: matchingRecord.isRetainedCategorySelected, isRetainedClassSelected: matchingRecord.isRetainedCategorySelected, class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
         }
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity, vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus, selectedEntity: transactionDetailLocalData.selectedEntity });
     return newLocalData;
 };
 exports.setEntityRecommendationForLineIdInLocalData = setEntityRecommendationForLineIdInLocalData;
@@ -614,7 +653,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
             }
         });
     }
-    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
+    const newLocalData = Object.assign(Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData), { memo: transactionDetailLocalData.memo, lineItemById: newLineItems, vendorDetails: transactionDetailLocalData.vendorDetails, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, customerDetails: transactionDetailLocalData.customerDetails, updatePreviousTransactionsWithUpdatedVendor: transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor, isVendorUpdateAllChecked: transactionDetailLocalData.isVendorUpdateAllChecked, latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem, latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity });
     return newLocalData;
 };
 exports.removeEntityRecommendationForLineIdInLocalData = removeEntityRecommendationForLineIdInLocalData;

package/lib/view/transactionDetail/transactionDetailReducer.d.ts

@@ -63,6 +63,7 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/saveTransactionDetail">, initializeTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     vendorId?: ID;
+    customerId?: ID;
 }, "transactionDetail/initializeTransactionDetailLocalData">, saveTransactionDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     transactionLocalData: TransactionDetailLocalData;
@@ -115,10 +116,18 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/removeEntityRecommendationForLineIdForTransactionDetail", never, never>, updateSelectedVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     vendorUpdates: TransactionVendorUpdates;
+    entity?: Entity;
     resetRecommendations?: boolean;
-}, "transactionDetail/updateSelectedVendor">, resetVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "transactionDetail/updateSelectedVendor">, updateSelectedCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
-}, "transactionDetail/resetVendor">, updateLocalDataWithTransactionsUpdateWithVendorCheckbox: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    customerUpdates: TransactionVendorUpdates;
+    entity?: Entity;
+    resetRecommendations?: boolean;
+}, "transactionDetail/updateSelectedCustomer">, resetVendor: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: TransactionID;
+}, "transactionDetail/resetVendor">, resetSelectedCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: TransactionID;
+}, "transactionDetail/resetSelectedCustomer">, updateLocalDataWithTransactionsUpdateWithVendorCheckbox: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     transactionId: TransactionID;
     isUpdateEnabled: boolean;
 }, "transactionDetail/updateLocalDataWithTransactionsUpdateWithVendorCheckbox">, updateVendorToAllLineItems: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transaction: SupportedTransaction, entity: Entity], {

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,9 +4,10 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetVendor = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.setEntityRecommendationForLineIdsForTransactionDetail = exports.setAllLineItemsLocalDataIsUpdateAllChecked = exports.setAllLineItemsToCategoryClassInLocalData = exports.resetLineItemsCategoryClassInLocalData = exports.clearTransactionDetailLocalData = exports.saveTransactionDetailLocalData = exports.initializeTransactionDetailLocalData = exports.saveTransactionDetail = exports.updateTransactionStateIfUpdateActionNotAllowed = exports.updateStatusConsolidatedSaveTransactionDetail = exports.updateStatusForTransactionNotMiscategorizedUpdate = exports.deleteTransactionAttachmentSuccess = exports.deleteTransactionAttachmentFailure = exports.deleteTransactionAttachment = exports.markTransactionAsNotMiscategorized = exports.clearTransactionDetailSaveStatus = exports.updateTransactionDetailSaveStatus = exports.updateTransactionDetail = exports.uploadMissingAttachmentSuccess = exports.clearTransactionDetail = exports.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
+const entity_1 = require("../../entity/genericEntity/entity");
 const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
 const transactionDetailState_1 = require("./transactionDetailState");
 exports.initialState = {
@@ -337,35 +338,32 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        updateSelectedCustomer(draft, action) {
+            const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
+            const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+            if (detail != null) {
+                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getUpdatedEntityLocalData(detail.transactionDetailLocalData, action.payload.customerUpdates, action.payload.entity, action.payload.resetRecommendations, 'customer') });
+            }
+        },
+        resetSelectedCustomer(draft, action) {
+            const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
+            const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
+            if (detail != null) {
+                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getResetEntityLocalData(detail.transactionDetailLocalData, 'customer') });
+            }
+        },
         updateSelectedVendor(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
             if (detail != null) {
-                const transactionDetailLocalData = Object.assign(Object.assign({}, detail.transactionDetailLocalData), { vendorUpdates: {
-                        name: action.payload.vendorUpdates.name,
-                        id: action.payload.vendorUpdates.id,
-                        qboId: action.payload.vendorUpdates.qboId,
-                    } });
-                // on creation success, we have to reset the recommendations
-                if (action.payload.resetRecommendations === true) {
-                    for (const key in transactionDetailLocalData.lineItemById) {
-                        transactionDetailLocalData.lineItemById[key].recommendedAccount =
-                            undefined;
-                        transactionDetailLocalData.lineItemById[key].recommendedClass =
-                            undefined;
-                    }
-                }
-                const transactionDetails = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: transactionDetailLocalData });
-                draft.transactionDetailById[key] = transactionDetails;
+                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getUpdatedEntityLocalData(detail.transactionDetailLocalData, action.payload.vendorUpdates, action.payload.entity, action.payload.resetRecommendations, 'vendor') });
             }
         },
         resetVendor(draft, action) {
             const key = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
             const detail = (0, get_1.default)(draft.transactionDetailById, key, undefined);
             if (detail != null) {
-                const transactionDetailLocalData = Object.assign(Object.assign({}, detail.transactionDetailLocalData), { vendorUpdates: detail.transactionDetailLocalData.vendorDetails, updatePreviousTransactionsWithUpdatedVendor: false });
-                const transactionDetails = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: transactionDetailLocalData });
-                draft.transactionDetailById[key] = transactionDetails;
+                draft.transactionDetailById[key] = Object.assign(Object.assign({}, detail), { transactionDetailLocalData: getResetEntityLocalData(detail.transactionDetailLocalData, 'vendor') });
             }
         },
         updateLocalDataWithTransactionsUpdateWithVendorCheckbox(draft, action) {
@@ -527,5 +525,37 @@ const transactionDetail = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.resetVendor = _a.resetVendor, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
+_a = transactionDetail.actions, exports.downloadAccountingProviderAttachment = _a.downloadAccountingProviderAttachment, exports.downloadAccountingProviderAttachmentSuccess = _a.downloadAccountingProviderAttachmentSuccess, exports.downloadAccountingProviderAttachmentFailure = _a.downloadAccountingProviderAttachmentFailure, exports.fetchTransactionDetail = _a.fetchTransactionDetail, exports.updateTransactionDetailFetchState = _a.updateTransactionDetailFetchState, exports.removeTransactionDetail = _a.removeTransactionDetail, exports.clearTransactionDetail = _a.clearTransactionDetail, exports.uploadMissingAttachmentSuccess = _a.uploadMissingAttachmentSuccess, exports.updateTransactionDetail = _a.updateTransactionDetail, exports.updateTransactionDetailSaveStatus = _a.updateTransactionDetailSaveStatus, exports.clearTransactionDetailSaveStatus = _a.clearTransactionDetailSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.deleteTransactionAttachment = _a.deleteTransactionAttachment, exports.deleteTransactionAttachmentFailure = _a.deleteTransactionAttachmentFailure, exports.deleteTransactionAttachmentSuccess = _a.deleteTransactionAttachmentSuccess, exports.updateStatusForTransactionNotMiscategorizedUpdate = _a.updateStatusForTransactionNotMiscategorizedUpdate, exports.updateStatusConsolidatedSaveTransactionDetail = _a.updateStatusConsolidatedSaveTransactionDetail, exports.updateTransactionStateIfUpdateActionNotAllowed = _a.updateTransactionStateIfUpdateActionNotAllowed, exports.saveTransactionDetail = _a.saveTransactionDetail, exports.initializeTransactionDetailLocalData = _a.initializeTransactionDetailLocalData, exports.saveTransactionDetailLocalData = _a.saveTransactionDetailLocalData, exports.clearTransactionDetailLocalData = _a.clearTransactionDetailLocalData, exports.resetLineItemsCategoryClassInLocalData = _a.resetLineItemsCategoryClassInLocalData, exports.setAllLineItemsToCategoryClassInLocalData = _a.setAllLineItemsToCategoryClassInLocalData, exports.setAllLineItemsLocalDataIsUpdateAllChecked = _a.setAllLineItemsLocalDataIsUpdateAllChecked, exports.setEntityRecommendationForLineIdsForTransactionDetail = _a.setEntityRecommendationForLineIdsForTransactionDetail, exports.removeEntityRecommendationForLineIdForTransactionDetail = _a.removeEntityRecommendationForLineIdForTransactionDetail, exports.updateSelectedVendor = _a.updateSelectedVendor, exports.updateSelectedCustomer = _a.updateSelectedCustomer, exports.resetVendor = _a.resetVendor, exports.resetSelectedCustomer = _a.resetSelectedCustomer, exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = _a.updateLocalDataWithTransactionsUpdateWithVendorCheckbox, exports.updateVendorToAllLineItems = _a.updateVendorToAllLineItems, exports.resetAllLineItemsToVendor = _a.resetAllLineItemsToVendor, exports.updateLatestSelectedEntity = _a.updateLatestSelectedEntity, exports.updateVendorBulkRecommendationsFetchStatus = _a.updateVendorBulkRecommendationsFetchStatus, exports.setIsVendorUpdateAllChecked = _a.setIsVendorUpdateAllChecked;
 exports.default = transactionDetail.reducer;
+function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
+    const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
+    const transactionDetailLocalData = Object.assign(Object.assign({}, detail), { [key]: {
+            name: updates.name,
+            id: updates.id,
+            qboId: updates.qboId,
+        }, selectedEntity: entity });
+    if (resetRecommendations === true) {
+        for (const key in transactionDetailLocalData.lineItemById) {
+            transactionDetailLocalData.lineItemById[key].recommendedAccount =
+                undefined;
+            transactionDetailLocalData.lineItemById[key].recommendedClass = undefined;
+        }
+    }
+    return transactionDetailLocalData;
+}
+function getResetEntityLocalData(detail, type) {
+    const detailsKey = type === 'customer' ? 'customerDetails' : 'vendorDetails';
+    const updatesKey = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
+    const details = detail[detailsKey];
+    return Object.assign(Object.assign(Object.assign({}, detail), { [updatesKey]: details, selectedEntity: details != null
+            ? {
+                id: details.id,
+                name: details.name,
+                qboId: details.qboId,
+                type: (0, entity_1.toEntityType)(type),
+                zeniId: details.id,
+            }
+            : undefined }), (type === 'vendor' && {
+        updatePreviousTransactionsWithUpdatedVendor: false,
+    }));
+}

package/lib/view/transactionDetail/transactionDetailTypes.d.ts

@@ -35,6 +35,7 @@ export interface TransactionDetailLineItemData extends TransactionLineBase {
     recommendations?: Recommendation[];
     isCategoryMiscategorized: boolean;
     isClassMiscategorized: boolean;
+    selectedEntityLine?: Entity;
 }
 export interface TransactionDetailLocalData {
     memo?: string;
@@ -49,6 +50,7 @@ export interface TransactionDetailLocalData {
         name: string;
         qboId: ID;
     };
+    selectedEntity?: Entity;
     customerUpdates?: TransactionVendorUpdates;
     vendorUpdates?: TransactionVendorUpdates;
     updatePreviousTransactionsWithUpdatedVendor?: boolean;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.15.35",
+  "version": "4.15.36",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",