@zeniai/client-epic-state 5.1.41 → 5.1.42

package/lib/esm/index.js

@@ -395,9 +395,9 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
  */
 import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
 import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
-import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
+import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
+import { addSplitLine, clearTransactionDetailSaveStatus, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
 import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
 import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
 import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
@@ -516,7 +516,7 @@ export { isTransferTransaction };
 export { getSupportedTransactionById, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
+export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
 export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { getTransactionListByEntity };
 export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -595,7 +595,7 @@ export { getNextNthWorkingDay, getNextTransferDate, getPreviousNthWorkingDay, is
 export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnectionPoolExternalConnection, fetchOnboardingCompletedCompanies, saveOnboardingCustomerCompletedStatus, toProductType, toProductTypeStrict, getOnboardingCockpitView, getNewOnboardingCustomerView, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, clearOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdateData, updateOnboardingCustomerListUIState, updateCustomerCreationStatus, updateStatusAfterOnboardingCompleted, saveOnboardingCustomerViewUpdates, saveOnboardingCustomerNotes, saveOnboardingCustomerDataInLocalStore, updateOnboardingCustomerDataInLocalStore, resetNewOnboardedCustomerId, sendOnboardingCustomerViewInvite, retryBankAccountConnectionForOnboarding, };
 export { getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, };
 export { getChangedLineItemCountFromLocalData, isAccountUncategorized };
-export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
+export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, journalEntrySplitReconciliation, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
 export { openSnackbar, closeSnackbar, getSnackbar, };
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isVerifiedPaymentAccountProviderStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, getBulkOperationSuffix, toAccountsPromoConfig, toSameDayAchDisablementConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };

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

@@ -168,6 +168,13 @@ const expenseAutomationTransactionsView = createSlice({
                 if (searchString !== undefined) {
                     draft.transactionCategorizationView[selectedTab].uiState.searchString =
                         searchString;
+                    // When search is cleared, drop all sub-tab snapshots. A snapshot
+                    // captured while search was active holds filtered row IDs — restoring
+                    // it after the clear would show stale search results instead of the
+                    // full unfiltered list.
+                    if (searchString === '' && selectedTab === 'autoCategorized') {
+                        draft.autoCategorizedSubTabCache = {};
+                    }
                 }
                 draft.transactionCategorizationView[selectedTab].error = undefined;
                 const monthYearPeriod = {

package/lib/esm/view/transactionDetail/epics/saveTransactionHelper.js

@@ -45,7 +45,15 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
     let lastUpdatedCategory;
     let lastUpdatedClass;
     // single recommendation to just pick the last recommendation in the list of lines
+    const existingLineIds = new Set(transaction.lines?.map((l) => l.id) ?? []);
+    const deletedLineIds = new Set((transactionDetailLocalData.deletedLineIds ?? []).filter((id) => existingLineIds.has(id)));
+    // Collect new lines — in lineItemById but not yet in transaction.lines.
+    const addedLines = Object.values(transactionDetailLocalData.lineItemById).filter((item) => !existingLineIds.has(item.id));
     transaction.lines?.forEach((line) => {
+        // Skip lines the user deleted in edit mode.
+        if (deletedLineIds.has(line.id)) {
+            return;
+        }
         const lineItem = transactionDetailLocalData.lineItemById[line.id];
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
@@ -56,6 +64,7 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
             const entityDetails = getEntityDetails(selectedEntity, lineItem, transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
             updatesByLineId[line.id] = {
                 lineDescription: lineItem.lineDescription,
+                amount: lineItem.amount,
                 class: lineItem.class,
                 account: lineItem.account,
                 // Project is at the transaction level for invoice/credit_memo; omit from lines.
@@ -77,6 +86,17 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
                         currentSelectedEntityLine.type === 'vendor'
                         ? lineItem.vendor
                         : undefined,
+                    // Carry the JE debit/credit side so a split edit that flips an
+                    // existing line's posting side persists through the line patch.
+                    ...(line.type === 'journal_entry_transaction_line'
+                        ? {
+                            postingType: lineItem.postingType,
+                            postingTypeName: lineItem.postingType != null
+                                ? lineItem.postingType.charAt(0).toUpperCase() +
+                                    lineItem.postingType.slice(1)
+                                : lineItem.postingTypeName,
+                        }
+                        : {}),
                 };
             }
             let hasCategoryChanged = false;
@@ -163,6 +183,8 @@ export const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDe
         and all the line items are NOT uncategorized*/
         markAsMiscatUpdates: isTransactionMisCategorized,
         anyBulkUpdates: isBulkUpdate,
+        addedLines: addedLines.length > 0 ? addedLines : undefined,
+        deletedLineIds: deletedLineIds.size > 0 ? [...deletedLineIds] : undefined,
     };
 };
 const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId, entityName) => {

package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -58,7 +58,9 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
             if (response.data.vendors != null) {
                 actions.push(updateVendors(response.data.vendors, 'merge'));
             }
-            actions.push(updateTransaction(transactionDetailKeyForResponse, response.data.transaction));
+            // 'replace' so deleted lines are removed from Redux; 'merge' would
+            // keep any line absent from the server response (deletion bug).
+            actions.push(updateTransaction(transactionDetailKeyForResponse, response.data.transaction, 'replace'));
             actions.push(initializeTransactionDetailLocalData({
                 transactionId: transactionIdResp,
                 vendorId: response.data.vendors?.[0]?.vendor_id,
@@ -159,7 +161,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity, saveUpdates.deletedLineIds, saveUpdates.addedLines);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -169,7 +171,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity, deletedLineIds, addedLines) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
     // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
@@ -178,6 +180,11 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
     // either the unchanged current value or undefined, and we must not send an
     // empty `document_id` that the server would treat as clearing the number.
     transaction.documentId = updates.documentId ?? transaction.documentId;
+    // Remove lines deleted by the user in edit mode before patching or serializing.
+    if (deletedLineIds != null && deletedLineIds.length > 0) {
+        const deletedSet = new Set(deletedLineIds);
+        transaction.lines = transaction.lines?.filter((line) => !deletedSet.has(line.id));
+    }
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];
@@ -185,6 +192,9 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
             if (line.id === key) {
                 const lineTobeUpdated = Object.assign({}, line);
                 lineTobeUpdated.lineDescription = lineUpdates.lineDescription ?? '';
+                if (lineUpdates.amount != null) {
+                    lineTobeUpdated.amount = lineUpdates.amount;
+                }
                 if (lineUpdates.class != null) {
                     lineTobeUpdated.class = lineUpdates.class;
                 }
@@ -206,6 +216,16 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
                 else {
                     lineTobeUpdated.vendor = undefined;
                 }
+                // Persist a debit↔credit flip on an existing JE line. `lineTobeUpdated`
+                // is typed as the account-and-class shape, but for a JE the runtime
+                // object is a JournalEntryTransactionLine, so cast to set the side.
+                if (lineUpdates.postingType != null) {
+                    const journalEntryLine = lineTobeUpdated;
+                    journalEntryLine.postingType = lineUpdates.postingType;
+                    if (lineUpdates.postingTypeName != null) {
+                        journalEntryLine.postingTypeName = lineUpdates.postingTypeName;
+                    }
+                }
                 if (lineUpdates.recommendation != null) {
                     recommendationUpdates[line.id] = lineUpdates.recommendation;
                 }
@@ -225,6 +245,12 @@ export const toTransactionUpdatePayload = (updates, detail, cotTransactionTracki
         });
         transaction.lines = newLineMap;
     }
+    // Append lines added by the user in edit mode. Sending id='' tells the
+    // backend to create a new QBO line rather than updating an existing one.
+    if (addedLines != null && addedLines.length > 0) {
+        const newLines = addedLines.map(toNewTransactionLine);
+        transaction.lines = [...(transaction.lines ?? []), ...newLines];
+    }
     transaction.recommendations = recommendationUpdates;
     // Convert transaction to payload first
     let basePayload;
@@ -299,6 +325,52 @@ const checkIfVendorOrCustomerMissingForAnyLineItem = (transactionPayload) => {
     }
     return isAnyVendorOrCustomerMissing;
 };
+// Converts a locally-created line item (from edit mode) into the wire shape
+// expected by the categorize endpoint. Sending id='' signals the backend to
+// create a new QBO line rather than update an existing one.
+//
+// Type-dispatched so each transaction family contributes its own new-line
+// shape: journal entries carry debit/credit `postingType`, expenses carry
+// `billable`. Phase 3 types extend this by adding a branch rather than forking
+// the function.
+const EMPTY_ACCOUNT = {
+    accountDescription: '',
+    accountId: '',
+    accountName: '',
+    labels: [],
+};
+export const toNewTransactionLine = (item) => {
+    if (item.type === 'journal_entry_transaction_line') {
+        const journalEntryLine = {
+            ...item,
+            id: '',
+            type: 'journal_entry_transaction_line',
+            platformLineDetailType: item.platformLineDetailType ?? 'journal_entry_line_detail',
+            account: item.account ?? EMPTY_ACCOUNT,
+            billable: item.billable ?? 'not_billable',
+            isCategoryMiscategorized: false,
+            isClassMiscategorized: false,
+            lineTransactionType: item.lineTransactionType ?? 'journal_entry',
+            postingType: item.postingType ?? 'debit',
+            postingTypeName: item.postingTypeName != null && item.postingTypeName !== ''
+                ? item.postingTypeName
+                : (item.postingType ?? 'debit').charAt(0).toUpperCase() +
+                    (item.postingType ?? 'debit').slice(1),
+        };
+        return journalEntryLine;
+    }
+    const accountAndClassLine = {
+        ...item,
+        id: '',
+        type: 'transaction_with_account_and_class_line',
+        platformLineDetailType: item.platformLineDetailType ?? 'account_based_expense_line_detail',
+        account: item.account ?? EMPTY_ACCOUNT,
+        billable: item.billable ?? 'not_billable',
+        isCategoryMiscategorized: false,
+        isClassMiscategorized: false,
+    };
+    return accountAndClassLine;
+};
 const toEntityUpdatePayload = (entityUpdates) => {
     const entityUpdatesPayload = [];
     let entityKey;

package/lib/esm/view/transactionDetail/journalEntryLinesViewModel.js

@@ -1,3 +1,4 @@
+import Big from 'big.js';
 import orderBy from 'lodash/orderBy';
 import { stringToUnion } from '../../commonStateTypes/stringToUnion';
 import { LINE_TYPE_LINKED, } from '../../entity/transaction/stateTypes/transactionLine';
@@ -101,6 +102,63 @@ export const journalEntryTotalsByPostingSide = (lines) => {
     };
 };
 // ---------------------------------------------------------------------------
+// Split reconciliation & validation (Phase 2 — JE split)
+// ---------------------------------------------------------------------------
+// Half-cent tolerance for the balance equality checks, matching the expense
+// reconciliation row's epsilon. Sums use big.js so repeated decimal addition
+// doesn't drift before the comparison.
+const JOURNAL_ENTRY_BALANCE_EPSILON = 0.005;
+/**
+ * Sums debit and credit sides (big.js-exact) and reports whether the split is
+ * balanced: total debits equal total credits AND equal the original
+ * transaction total. The original total of a valid JE equals its total debits,
+ * so it is passed in by the caller (`transaction.amount.amount`).
+ */
+export const journalEntrySplitReconciliation = (lines, originalTotal) => {
+    let debit = new Big(0);
+    let credit = new Big(0);
+    for (const line of lines) {
+        const amount = new Big(line.amount?.amount ?? 0);
+        if (line.postingType === 'debit') {
+            debit = debit.plus(amount);
+        }
+        else if (line.postingType === 'credit') {
+            credit = credit.plus(amount);
+        }
+    }
+    const balancedToEachOther = debit
+        .minus(credit)
+        .abs()
+        .lt(JOURNAL_ENTRY_BALANCE_EPSILON);
+    const balancedToOriginal = debit
+        .minus(originalTotal)
+        .abs()
+        .lt(JOURNAL_ENTRY_BALANCE_EPSILON);
+    return {
+        debitTotal: debit.toNumber(),
+        creditTotal: credit.toNumber(),
+        isBalanced: balancedToEachOther && balancedToOriginal,
+    };
+};
+/**
+ * Save-time validation for a JE split (Figma `4165:33028` / `4165:45379`):
+ *   1. every line needs a non-zero debit or credit, and
+ *   2. total debits == total credits == original total.
+ * Returns the first failing rule's `errorKey` (maps to a strings entry). Does
+ * NOT require category/class to be chosen — balance is the only gate.
+ */
+export const validateJournalEntrySplit = (lines, originalTotal) => {
+    const everyLineHasSide = lines.every((line) => (line.postingType === 'debit' || line.postingType === 'credit') &&
+        Math.abs(line.amount?.amount ?? 0) > JOURNAL_ENTRY_BALANCE_EPSILON);
+    if (!everyLineHasSide) {
+        return { ok: false, errorKey: 'lineNeedsDebitOrCredit' };
+    }
+    if (!journalEntrySplitReconciliation(lines, originalTotal).isBalanced) {
+        return { ok: false, errorKey: 'totalsMustEqual' };
+    }
+    return { ok: true };
+};
+// ---------------------------------------------------------------------------
 // Filter
 // ---------------------------------------------------------------------------
 /**

package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -823,14 +823,16 @@ export const getChangedLineItemCountFromLocalData = (transaction, transactionLoc
                 line.type === 'transaction_with_product_or_service_line' ||
                 line.type === 'journal_entry_transaction_line') {
                 const accountLineLocal = transactionLocalData.lineItemById[lineId];
-                const accountLine = line;
-                hasCategoryChanged =
-                    accountLineLocal.account?.qboId !== accountLine.account.qboId &&
-                        accountLineLocal.account?.accountId !== accountLine.account.accountId;
-                hasClassChanged =
-                    (accountLineLocal.class?.qboId != null ||
-                        accountLine.class?.qboId != null) &&
-                        accountLineLocal.class?.qboId !== accountLine.class?.qboId;
+                if (accountLineLocal != null) {
+                    const accountLine = line;
+                    hasCategoryChanged =
+                        accountLineLocal.account?.qboId !== accountLine.account.qboId &&
+                            accountLineLocal.account?.accountId !== accountLine.account.accountId;
+                    hasClassChanged =
+                        (accountLineLocal.class?.qboId != null ||
+                            accountLine.class?.qboId != null) &&
+                            accountLineLocal.class?.qboId !== accountLine.class?.qboId;
+                }
             }
             hasDescriptionChanged =
                 transactionLocalData.lineItemById[lineId] != null

package/lib/esm/view/transactionDetail/transactionDetailReducer.js

@@ -663,6 +663,71 @@ const transactionDetail = createSlice({
                 };
             },
         },
+        // Split transaction — Phase 1 (expense)
+        addSplitLine: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    draft.transactionDetailById[key] = {
+                        ...detail,
+                        transactionDetailLocalData: {
+                            ...detail.transactionDetailLocalData,
+                            lineItemById: {
+                                ...detail.transactionDetailLocalData.lineItemById,
+                                [action.payload.newLine.id]: action.payload.newLine,
+                            },
+                        },
+                    };
+                }
+            },
+            prepare(transactionId, newLine) {
+                return { payload: { transactionId, newLine } };
+            },
+        },
+        deleteSplitLine: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail == null) {
+                    return;
+                }
+                const { lineItemById, deletedLineIds = [] } = detail.transactionDetailLocalData;
+                const updated = { ...lineItemById };
+                delete updated[action.payload.lineId];
+                draft.transactionDetailById[key] = {
+                    ...detail,
+                    transactionDetailLocalData: {
+                        ...detail.transactionDetailLocalData,
+                        lineItemById: updated,
+                        deletedLineIds: [...deletedLineIds, action.payload.lineId],
+                    },
+                };
+            },
+            prepare(transactionId, lineId) {
+                return { payload: { transactionId, lineId } };
+            },
+        },
+        toggleSplitEditMode: {
+            reducer(draft, action) {
+                const key = getTransactionDetailKey(action.payload.transactionId);
+                const detail = recordGet(draft.transactionDetailById, key, undefined);
+                if (detail != null) {
+                    draft.transactionDetailById[key] = {
+                        ...detail,
+                        transactionDetailLocalData: {
+                            ...detail.transactionDetailLocalData,
+                            editMode: action.payload.editMode,
+                            // Clear delete tracking when exiting edit mode without saving.
+                            ...(!action.payload.editMode && { deletedLineIds: [] }),
+                        },
+                    };
+                }
+            },
+            prepare(transactionId, editMode) {
+                return { payload: { transactionId, editMode } };
+            },
+        },
         clearRecommendedVendorsList(draft) {
             Object.assign(draft, initialState);
         },
@@ -771,7 +836,7 @@ const transactionDetail = createSlice({
         },
     },
 });
-export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, } = transactionDetail.actions;
+export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, } = transactionDetail.actions;
 export default transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';

package/lib/index.d.ts

@@ -582,9 +582,9 @@ import { TopExAccount, TopExReport, TopExTimePeriodWithMetaData, TopExpenses } f
  */
 import { TOP_EX_TIME_PERIODS, TopExTimePeriod, TopExpense } from './view/topEx/topExState';
 import { AccountingProviderAttachmentSelector, getAccountingProviderAttachment } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
-import { JOURNAL_ENTRY_SORT_KEYS, JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey } from './view/transactionDetail/journalEntryLinesViewModel';
+import { JOURNAL_ENTRY_SORT_KEYS, JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey } from './view/transactionDetail/journalEntryLinesViewModel';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
+import { addSplitLine, clearTransactionDetailSaveStatus, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
 import { TransactionDetailReport, VendorDetailsView, getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction } from './view/transactionDetail/transactionDetailSelector';
 import { TransactionUpdates, getThirdPartyIdFromTransactionId } from './view/transactionDetail/transactionDetailState';
 import { TransactionDetailLineItemData, TransactionDetailLocalData, TransactionVendorUpdates } from './view/transactionDetail/transactionDetailTypes';
@@ -743,7 +743,7 @@ export { MatchedTransaction };
 export { SupportedTransaction, SupportedTransactionWithCOT, SupportedTransactionPayload, getSupportedTransactionById, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { TransactionListByAccountReport, getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
+export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
 export { TransactionUpdates, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { TransactionListByEntityView, getTransactionListByEntity };
 export { TransactionListByClassReport, getTransactionListByClass, getTransactionListUIStateByClassKey, TransactionListByProjectReport, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -843,7 +843,7 @@ export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnection
 export { TransactionListByCategoryType, getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, TransactionCategoryType, };
 export { TransactionDetailLocalData, TransactionDetailLineItemData, TransactionVendorUpdates, };
 export { getChangedLineItemCountFromLocalData, isAccountUncategorized };
-export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
+export { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntryTotalsByPostingSide, journalEntrySplitReconciliation, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, };
 export type { JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, };
 export { openSnackbar, closeSnackbar, getSnackbar, SnackbarMessageType, SnackbarMessageSections, SnackbarMessageSectionTexts, SnackbarMessageConfig, };
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isVerifiedPaymentAccountProviderStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, BulkOperationType, BulkOperationFinishedType, getBulkOperationSuffix, ZeniAccountsPromoConfig, toAccountsPromoConfig, SameDayAchDisablementConfig, toSameDayAchDisablementConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };