@zeniai/client-epic-state 5.2.61 → 5.2.62-beta0KB

package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.js

@@ -0,0 +1,62 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createTransactionEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const transactionIDPayload_1 = require("../../../../entity/transaction/payloadTypes/transactionIDPayload");
+const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const transactionDetailReducer_1 = require("../../transactionDetailReducer");
+const transactionDetailState_1 = require("../../transactionDetailState");
+const createTransactionPayload_1 = require("../createTransactionPayload");
+const failureActions = (message, status) => [
+    (0, transactionDetailReducer_1.createTransactionSuccessOrFailure)('Error', undefined, status),
+    (0, snackbarReducer_1.openSnackbar)({
+        messageSection: 'create_transaction',
+        messageText: 'failed',
+        type: 'error',
+        // This variable is how the server's own message reaches the user. Per-type required
+        // fields live in the QBO entity classes, so a rejection comes back as a QBO error with no
+        // field name -- the message text is the only useful content we get.
+        variables: [{ variableName: '_api-error_', variableValue: message }],
+    }),
+];
+const createTransactionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.createTransaction.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionType } = action.payload;
+    const state = state$.value;
+    const localData = state.transactionDetailState.createTransactionsState
+        .newTransactionState[transactionType];
+    const payload = (0, createTransactionPayload_1.prepareCreateTransactionPayload)(state, localData);
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/manage`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.from)(failureActions(response.status.message, response.status));
+        }
+        const created = response.data.transactions[0];
+        if (created == null) {
+            return (0, rxjs_1.from)(failureActions('Transaction was created but returned no details.', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Create transaction returned an empty transactions array.')));
+        }
+        const newTransactionId = (0, transactionIDPayload_1.toTransactionID)(created);
+        // The write is QBO-only: transaction_write_handler.py touches no local storage, and
+        // Zeni's mirror is populated by the delta sync that runs afterwards. Refetching here
+        // would come back without the new row, so the 200 body is inserted optimistically
+        // instead -- the same approach createTransferEntryEpic takes.
+        return (0, rxjs_1.from)([
+            (0, transactionReducer_1.updateTransaction)((0, transactionDetailState_1.getTransactionDetailKey)(newTransactionId), created),
+            (0, transactionDetailReducer_1.initializeTransactionDetailLocalData)({
+                transactionId: newTransactionId,
+                vendorId: created.vendor_id ?? undefined,
+            }),
+            (0, transactionDetailReducer_1.createTransactionSuccessOrFailure)('Completed', newTransactionId),
+            (0, transactionDetailReducer_1.resetCreateTransactionLocalData)(transactionType),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'create_transaction',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)(failureActions(JSON.stringify(error), (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Create Transaction REST API call errored out ${JSON.stringify(error)}`)))));
+}));
+exports.createTransactionEpic = createTransactionEpic;

package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.d.ts

@@ -0,0 +1,20 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../rootStateTypes';
+import { fetchRecommendationByEntityId, fetchRecommendationByEntityName, indicateReadyToInitializeRecommendation } from '../../../recommendation/recommendationReducer';
+import { clearRecommendationsForCreateTransactionLines, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines } from '../../transactionDetailReducer';
+export type ActionType = ReturnType<typeof fetchVendorRecommendationsForCreateTransaction> | ReturnType<typeof setRecommendationsForCreateTransactionLines> | ReturnType<typeof clearRecommendationsForCreateTransactionLines> | ReturnType<typeof fetchRecommendationByEntityId> | ReturnType<typeof fetchRecommendationByEntityName> | ReturnType<typeof indicateReadyToInitializeRecommendation>;
+/**
+ * On vendor select, populates the category/class dropdowns from that vendor's recommendations.
+ *
+ * Deliberately NOT the detail page's fetchEntityRecommendationsForLineUpdate: that one sends
+ * transaction_id / line_ids and writes into transactionDetailById[key], which no-ops when the
+ * entry does not exist. A transaction being created has neither.
+ *
+ * Two differences from the reimbursement epic this is modelled on:
+ *  1. the wait filters on the matching entityIdOrName before take(1), so an unrelated
+ *     recommendation landing first cannot satisfy this request, and
+ *  2. switchMap, so changing the vendor again cancels the earlier wait rather than letting a
+ *     stale result overwrite the newer vendor's prefill.
+ */
+export declare const fetchVendorRecommendationsForCreateTransactionEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js

@@ -0,0 +1,59 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchVendorRecommendationsForCreateTransactionEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const recommendationReducer_1 = require("../../../recommendation/recommendationReducer");
+const recommendationSelector_1 = require("../../../recommendation/recommendationSelector");
+const transactionDetailReducer_1 = require("../../transactionDetailReducer");
+/**
+ * The entity-level recommendation fetch, keyed by whatever identifier the endpoint can resolve.
+ *
+ * A vendor that has not synced to QBO carries `qboId === name`; the id endpoint has nothing to
+ * look up in that case, so the by-name variant is used instead.
+ */
+const toEntityIdOrName = (entity) => entity.qboId !== '' && entity.qboId !== entity.name
+    ? entity.qboId
+    : entity.name;
+const isUnsyncedVendor = (entity) => entity.qboId === '' || entity.qboId === entity.name;
+/**
+ * On vendor select, populates the category/class dropdowns from that vendor's recommendations.
+ *
+ * Deliberately NOT the detail page's fetchEntityRecommendationsForLineUpdate: that one sends
+ * transaction_id / line_ids and writes into transactionDetailById[key], which no-ops when the
+ * entry does not exist. A transaction being created has neither.
+ *
+ * Two differences from the reimbursement epic this is modelled on:
+ *  1. the wait filters on the matching entityIdOrName before take(1), so an unrelated
+ *     recommendation landing first cannot satisfy this request, and
+ *  2. switchMap, so changing the vendor again cancels the earlier wait rather than letting a
+ *     stale result overwrite the newer vendor's prefill.
+ */
+const fetchVendorRecommendationsForCreateTransactionEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.fetchVendorRecommendationsForCreateTransaction.match), (0, operators_1.switchMap)((action) => {
+    const { transactionType, entity, lineIds } = action.payload;
+    if (entity == null) {
+        return (0, rxjs_1.of)((0, transactionDetailReducer_1.clearRecommendationsForCreateTransactionLines)(transactionType, lineIds));
+    }
+    const entityIdOrName = toEntityIdOrName(entity);
+    const state = state$.value;
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
+    const cached = (0, recommendationSelector_1.getRecommendationsForEntity)(state, entityIdOrName, 'vendor');
+    // Cache hit: apply straight away, no request and no wait.
+    if (cached.fetchState === 'Completed') {
+        return (0, rxjs_1.of)((0, transactionDetailReducer_1.setRecommendationsForCreateTransactionLines)(transactionType, lineIds, cached.recommendations ?? [], isAccountingClassesEnabled));
+    }
+    const waitThenApply = actions$.pipe((0, operators_1.filter)(recommendationReducer_1.indicateReadyToInitializeRecommendation.match), (0, operators_1.filter)((ready) => ready.payload.entityType === 'vendor' &&
+        ready.payload.entityIdOrName === entityIdOrName), (0, operators_1.take)(1), // don't listen forever! IMPORTANT!
+    (0, operators_1.mergeMap)(() => (0, rxjs_1.from)([
+        (0, transactionDetailReducer_1.setRecommendationsForCreateTransactionLines)(transactionType, lineIds, (0, recommendationSelector_1.getRecommendationsForEntity)(state$.value, entityIdOrName, 'vendor').recommendations ?? [], (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)),
+    ])));
+    // A fetch already in flight needs no second request, only the wait.
+    if (cached.fetchState === 'In-Progress') {
+        return waitThenApply;
+    }
+    return (0, rxjs_1.concat)((0, rxjs_1.of)((isUnsyncedVendor(entity)
+        ? (0, recommendationReducer_1.fetchRecommendationByEntityName)(entityIdOrName, 'vendor')
+        : (0, recommendationReducer_1.fetchRecommendationByEntityId)(entityIdOrName, 'vendor'))), waitThenApply);
+}));
+exports.fetchVendorRecommendationsForCreateTransactionEpic = fetchVendorRecommendationsForCreateTransactionEpic;

package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.d.ts

@@ -0,0 +1,12 @@
+import { ActionsObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { initializeCreateTransactionLocalData, updateCreateTransactionLocalData } from '../../transactionDetailReducer';
+export type ActionType = ReturnType<typeof initializeCreateTransactionLocalData> | ReturnType<typeof updateCreateTransactionLocalData>;
+/**
+ * Seeds the working copy when the Create form opens: today's date, the default line set for the
+ * type, and a check's mandatory payment_type.
+ *
+ * Mirrors the `else` branch of initializeScheduleDetailLocalDataEpic -- a create has no
+ * existing entity to read from, so there is nothing to merge, only defaults to apply.
+ */
+export declare const initializeCreateTransactionLocalDataEpic: (actions$: ActionsObservable<ActionType>) => Observable<ActionType>;

package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js

@@ -0,0 +1,18 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.initializeCreateTransactionLocalDataEpic = void 0;
+const operators_1 = require("rxjs/operators");
+const transactionDetailReducer_1 = require("../../transactionDetailReducer");
+const createTransactionLocalDataHelper_1 = require("../createTransactionLocalDataHelper");
+/**
+ * Seeds the working copy when the Create form opens: today's date, the default line set for the
+ * type, and a check's mandatory payment_type.
+ *
+ * Mirrors the `else` branch of initializeScheduleDetailLocalDataEpic -- a create has no
+ * existing entity to read from, so there is nothing to merge, only defaults to apply.
+ */
+const initializeCreateTransactionLocalDataEpic = (actions$) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.initializeCreateTransactionLocalData.match), (0, operators_1.map)((action) => {
+    const { transactionType } = action.payload;
+    return (0, transactionDetailReducer_1.updateCreateTransactionLocalData)(transactionType, (0, createTransactionLocalDataHelper_1.getSeededCreateTransactionLocalData)(transactionType));
+}));
+exports.initializeCreateTransactionLocalDataEpic = initializeCreateTransactionLocalDataEpic;

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

@@ -9,6 +9,7 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transactionID
 import { SupportedTransaction, SupportedTransactionPayload } from '../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { UncategorizedAccounts } from '../accountList/accountListSelector';
+import { CreateTransactionLineLocalData, CreateTransactionLocalData } from './createTransaction/createTransactionState';
 import { TransactionDetailState, TransactionSaveUpdates } from './transactionDetailState';
 import { TransactionDetailLineItemData, TransactionDetailLocalData, TransactionVendorUpdates } from './transactionDetailTypes';
 export declare const initialState: TransactionDetailState;
@@ -176,6 +177,41 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
 }, "transactionDetail/deleteSplitLine", never, never>, toggleSplitEditMode: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, editMode: boolean], {
     transactionId: TransactionID;
     editMode: boolean;
-}, "transactionDetail/toggleSplitEditMode", never, never>;
+}, "transactionDetail/toggleSplitEditMode", never, never>, initializeCreateTransactionLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry"], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+}, "transactionDetail/initializeCreateTransactionLocalData", never, never>, updateCreateTransactionLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", localData: Partial<CreateTransactionLocalData>], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    localData: Partial<CreateTransactionLocalData>;
+}, "transactionDetail/updateCreateTransactionLocalData", never, never>, updateCreateTransactionLineLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", lineId: string, lineUpdates: Partial<CreateTransactionLineLocalData>], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    lineId: string;
+    lineUpdates: Partial<CreateTransactionLineLocalData>;
+}, "transactionDetail/updateCreateTransactionLineLocalData", never, never>, addCreateTransactionLine: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", line?: Partial<CreateTransactionLineLocalData> | undefined], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    line: Partial<CreateTransactionLineLocalData> | undefined;
+}, "transactionDetail/addCreateTransactionLine", never, never>, removeCreateTransactionLine: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", lineId: string], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    lineId: string;
+}, "transactionDetail/removeCreateTransactionLine", never, never>, resetCreateTransactionLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry"], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+}, "transactionDetail/resetCreateTransactionLocalData", never, never>, createTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry"], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+}, "transactionDetail/createTransaction", never, never>, createTransactionSuccessOrFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[fetchState: FetchState, createdTransactionId?: TransactionID | undefined, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
+    fetchState: FetchState;
+    createdTransactionId: TransactionID | undefined;
+    error: ZeniAPIStatus<Record<string, unknown>> | undefined;
+}, "transactionDetail/createTransactionSuccessOrFailure", never, never>, setRecommendationsForCreateTransactionLines: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", lineIds: string[], recommendations: Recommendation[], isAccountingClassesEnabled: boolean], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    lineIds: string[];
+    recommendations: Recommendation[];
+    isAccountingClassesEnabled: boolean;
+}, "transactionDetail/setRecommendationsForCreateTransactionLines", never, never>, clearRecommendationsForCreateTransactionLines: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", lineIds: string[]], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    lineIds: string[];
+}, "transactionDetail/clearRecommendationsForCreateTransactionLines", never, never>, fetchVendorRecommendationsForCreateTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry", lineIds: string[], entity?: Entity | undefined], {
+    transactionType: "expense" | "check" | "credit_card_credit" | "transfer" | "journal_entry";
+    lineIds: string[];
+    entity: Entity | undefined;
+}, "transactionDetail/fetchVendorRecommendationsForCreateTransaction", never, never>;
 declare const _default: import("redux").Reducer<TransactionDetailState>;
 export default _default;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,11 +4,13 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toggleSplitEditMode = exports.deleteSplitLine = exports.addSplitLine = exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = 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.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.createTransaction = exports.resetCreateTransactionLocalData = exports.removeCreateTransactionLine = exports.addCreateTransactionLine = exports.updateCreateTransactionLineLocalData = exports.updateCreateTransactionLocalData = exports.initializeCreateTransactionLocalData = exports.toggleSplitEditMode = exports.deleteSplitLine = exports.addSplitLine = exports.setIsVendorUpdateAllChecked = exports.updateVendorBulkRecommendationsFetchStatus = exports.updateLatestSelectedEntity = exports.resetAllLineItemsToVendor = exports.updateVendorToAllLineItems = exports.updateLocalDataWithTransactionsUpdateWithVendorCheckbox = exports.resetSelectedCustomer = exports.resetVendor = exports.updateSelectedCustomer = exports.updateSelectedVendor = exports.removeEntityRecommendationForLineIdForTransactionDetail = exports.markCategoryClassRecommendationsFailureForTransactionDetail = exports.markCategoryClassRecommendationsCompletedForTransactionDetail = exports.markCategoryClassRecommendationsInProgressForTransactionDetail = 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.removeTransactionDetail = exports.updateTransactionDetailFetchState = exports.fetchTransactionDetail = exports.downloadAccountingProviderAttachmentFailure = exports.downloadAccountingProviderAttachmentSuccess = exports.downloadAccountingProviderAttachment = exports.initialState = void 0;
+exports.fetchVendorRecommendationsForCreateTransaction = exports.clearRecommendationsForCreateTransactionLines = exports.setRecommendationsForCreateTransactionLines = exports.createTransactionSuccessOrFailure = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const entity_1 = require("../../entity/genericEntity/entity");
 const rootActions_1 = require("../../rootActions");
+const createTransactionLocalDataHelper_1 = require("./createTransaction/createTransactionLocalDataHelper");
 const transactionDetailLocalDataHelper_1 = require("./transactionDetailLocalDataHelper");
 const transactionDetailState_1 = require("./transactionDetailState");
 exports.initialState = {
@@ -17,6 +19,10 @@ exports.initialState = {
         fetchState: 'Not-Started',
         attachmentDataByID: {},
     },
+    createTransactionsState: {
+        createStatus: { fetchState: 'Not-Started' },
+        newTransactionState: (0, createTransactionLocalDataHelper_1.getInitialCreateTransactionLocalDataByType)(),
+    },
 };
 const transactionDetail = (0, toolkit_1.createSlice)({
     name: 'transactionDetail',
@@ -836,6 +842,174 @@ const transactionDetail = (0, toolkit_1.createSlice)({
                 };
             },
         },
+        // ---------------------------------------------------------------------------------
+        // Create Transaction
+        //
+        // These live on the transactionDetail slice rather than in createTransaction/ because a
+        // createSlice owns exactly one state object, and createTransactionsState is nested inside
+        // TransactionDetailState. The derivation itself stays in the folder -- each body below
+        // delegates to createTransactionLocalDataHelper.ts.
+        //
+        // They need no clearAll case of their own: the slice already resets to initialState on
+        // tenant switch, and createTransactionsState is part of it.
+        // ---------------------------------------------------------------------------------
+        /** Trigger only -- initializeCreateTransactionLocalDataEpic does the seeding. */
+        initializeCreateTransactionLocalData: {
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // no-op
+            },
+            prepare(transactionType) {
+                return { payload: { transactionType } };
+            },
+        },
+        updateCreateTransactionLocalData: {
+            reducer(draft, action) {
+                const { transactionType, localData } = action.payload;
+                const current = draft.createTransactionsState.newTransactionState[transactionType];
+                draft.createTransactionsState.newTransactionState[transactionType] =
+                    (0, createTransactionLocalDataHelper_1.mergeCreateTransactionLocalData)(current, localData);
+            },
+            prepare(transactionType, localData) {
+                return { payload: { transactionType, localData } };
+            },
+        },
+        updateCreateTransactionLineLocalData: {
+            reducer(draft, action) {
+                const { transactionType, lineId, lineUpdates } = action.payload;
+                const current = draft.createTransactionsState.newTransactionState[transactionType];
+                current.lines = (0, createTransactionLocalDataHelper_1.updateCreateTransactionLine)(current.lines, lineId, lineUpdates);
+            },
+            prepare(transactionType, lineId, lineUpdates) {
+                return { payload: { transactionType, lineId, lineUpdates } };
+            },
+        },
+        /**
+         * `line` is supplied by the caller rather than built here, so a row added after a vendor is
+         * already chosen can arrive pre-populated from the cached recommendations instead of blank.
+         */
+        addCreateTransactionLine: {
+            reducer(draft, action) {
+                const { transactionType, line } = action.payload;
+                draft.createTransactionsState.newTransactionState[transactionType].lines.push({
+                    ...line,
+                    id: (0, createTransactionLocalDataHelper_1.nextCreateTransactionLineId)(),
+                });
+            },
+            prepare(transactionType, line) {
+                return { payload: { transactionType, line } };
+            },
+        },
+        removeCreateTransactionLine: {
+            reducer(draft, action) {
+                const { transactionType, lineId } = action.payload;
+                const current = draft.createTransactionsState.newTransactionState[transactionType];
+                current.lines = current.lines.filter((line) => line.id !== lineId);
+            },
+            prepare(transactionType, lineId) {
+                return { payload: { transactionType, lineId } };
+            },
+        },
+        /**
+         * Restores the blank working copy AND re-seeds it, so reopening Create starts from a fresh
+         * form rather than the previous transaction's values.
+         */
+        resetCreateTransactionLocalData: {
+            reducer(draft, action) {
+                const { transactionType } = action.payload;
+                draft.createTransactionsState.newTransactionState[transactionType] =
+                    (0, createTransactionLocalDataHelper_1.getSeededCreateTransactionLocalData)(transactionType);
+                draft.createTransactionsState.createStatus = {
+                    fetchState: 'Not-Started',
+                };
+                draft.createTransactionsState.createdTransactionId = undefined;
+            },
+            prepare(transactionType) {
+                return { payload: { transactionType } };
+            },
+        },
+        /** Submit trigger -- createTransactionEpic builds the payload from localData. */
+        createTransaction: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.createTransactionsState.createStatus = {
+                    fetchState: 'In-Progress',
+                };
+                draft.createTransactionsState.createdTransactionId = undefined;
+            },
+            prepare(transactionType) {
+                return { payload: { transactionType } };
+            },
+        },
+        /**
+         * Trigger only -- fetchVendorRecommendationsForCreateTransactionEpic does the work.
+         * A null entity means the vendor was cleared.
+         */
+        fetchVendorRecommendationsForCreateTransaction: {
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // no-op
+            },
+            prepare(transactionType, lineIds, entity) {
+                return { payload: { transactionType, lineIds, entity } };
+            },
+        },
+        /**
+         * Writes a vendor's recommendations into the named lines. `lineIds` is explicit rather than
+         * "all lines" because a journal entry recommends per line, from that line's own entity.
+         */
+        setRecommendationsForCreateTransactionLines: {
+            reducer(draft, action) {
+                const { transactionType, lineIds, recommendations, isAccountingClassesEnabled, } = action.payload;
+                const current = draft.createTransactionsState.newTransactionState[transactionType];
+                current.lines = current.lines.map((line) => lineIds.includes(line.id)
+                    ? (0, createTransactionLocalDataHelper_1.applyRecommendationsToCreateTransactionLine)(line, recommendations, isAccountingClassesEnabled)
+                    : line);
+            },
+            prepare(transactionType, lineIds, recommendations, isAccountingClassesEnabled) {
+                return {
+                    payload: {
+                        transactionType,
+                        lineIds,
+                        recommendations,
+                        isAccountingClassesEnabled,
+                    },
+                };
+            },
+        },
+        /** Vendor cleared: drop the dropdown group and undo only what the prefill wrote. */
+        clearRecommendationsForCreateTransactionLines: {
+            reducer(draft, action) {
+                const { transactionType, lineIds } = action.payload;
+                const current = draft.createTransactionsState.newTransactionState[transactionType];
+                current.lines = current.lines.map((line) => lineIds.includes(line.id)
+                    ? (0, createTransactionLocalDataHelper_1.clearRecommendationsFromCreateTransactionLine)(line)
+                    : line);
+            },
+            prepare(transactionType, lineIds) {
+                return { payload: { transactionType, lineIds } };
+            },
+        },
+        createTransactionSuccessOrFailure: {
+            reducer(draft, action) {
+                const { fetchState, error, createdTransactionId } = action.payload;
+                draft.createTransactionsState.createStatus = { fetchState, error };
+                if (createdTransactionId != null) {
+                    draft.createTransactionsState.createdTransactionId =
+                        createdTransactionId;
+                }
+            },
+            prepare(fetchState, createdTransactionId, error) {
+                return { payload: { fetchState, createdTransactionId, error } };
+            },
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(rootActions_1.clearAll, (draft) => {
@@ -843,7 +1017,7 @@ 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.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.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, 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.addSplitLine = _a.addSplitLine, exports.deleteSplitLine = _a.deleteSplitLine, exports.toggleSplitEditMode = _a.toggleSplitEditMode;
+_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.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.markCategoryClassRecommendationsInProgressForTransactionDetail = _a.markCategoryClassRecommendationsInProgressForTransactionDetail, exports.markCategoryClassRecommendationsCompletedForTransactionDetail = _a.markCategoryClassRecommendationsCompletedForTransactionDetail, exports.markCategoryClassRecommendationsFailureForTransactionDetail = _a.markCategoryClassRecommendationsFailureForTransactionDetail, 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.addSplitLine = _a.addSplitLine, exports.deleteSplitLine = _a.deleteSplitLine, exports.toggleSplitEditMode = _a.toggleSplitEditMode, exports.initializeCreateTransactionLocalData = _a.initializeCreateTransactionLocalData, exports.updateCreateTransactionLocalData = _a.updateCreateTransactionLocalData, exports.updateCreateTransactionLineLocalData = _a.updateCreateTransactionLineLocalData, exports.addCreateTransactionLine = _a.addCreateTransactionLine, exports.removeCreateTransactionLine = _a.removeCreateTransactionLine, exports.resetCreateTransactionLocalData = _a.resetCreateTransactionLocalData, exports.createTransaction = _a.createTransaction, exports.createTransactionSuccessOrFailure = _a.createTransactionSuccessOrFailure, exports.setRecommendationsForCreateTransactionLines = _a.setRecommendationsForCreateTransactionLines, exports.clearRecommendationsForCreateTransactionLines = _a.clearRecommendationsForCreateTransactionLines, exports.fetchVendorRecommendationsForCreateTransaction = _a.fetchVendorRecommendationsForCreateTransaction;
 exports.default = transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';

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

@@ -11,6 +11,7 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transactionID
 import { TransactionCategory } from '../../entity/transaction/stateTypes/transactionType';
 import { VendorBase } from '../../entity/vendor/vendorState';
 import { EntityRecommendationKey } from '../recommendation/recommendationState';
+import { CreateTransactionLocalDataByType } from './createTransaction/createTransactionState';
 import { TransactionDetailLineItemData, TransactionDetailLocalData } from './transactionDetailTypes';
 export declare const getTransactionDetailKey: (transactionId: TransactionID) => `${string}_expense` | `${string}_check` | `${string}_invoice` | `${string}_payment` | `${string}_credit_memo` | `${string}_sales_receipt` | `${string}_delayed_credit` | `${string}_delayed_charge` | `${string}_refund` | `${string}_bill` | `${string}_bill_payment` | `${string}_bill_payment_check` | `${string}_bill_payment_credit_card` | `${string}_vendor_credit` | `${string}_credit_card_credit` | `${string}_transfer` | `${string}_credit_card_payment` | `${string}_deposit` | `${string}_journal_entry`;
 export type TransactionDetailKey = ReturnType<typeof getTransactionDetailKey>;
@@ -44,11 +45,22 @@ interface AccountingProviderAttachment {
     fetchState: FetchStateAndError;
 }
 export declare const initialSupportedTransactionDetail: SupportedTransactionDetail;
+export interface CreateTransactionsState {
+    createStatus: FetchStateAndError;
+    /**
+     * Keyed by type so switching type in the Create dropdown does not clobber a draft the user
+     * already started on another type.
+     */
+    newTransactionState: CreateTransactionLocalDataByType;
+    /** Set on a successful create, so the page can navigate to the new transaction. */
+    createdTransactionId?: TransactionID;
+}
 export interface TransactionDetailState {
     accountingProviderAttachment: {
         attachmentDataByID: Record<ID, ArrayBuffer>;
         fetchState: FetchState;
     };
+    createTransactionsState: CreateTransactionsState;
     transactionDetailById: Record<TransactionDetailKey, SupportedTransactionDetail | undefined>;
 }
 export interface TransactionLineUpdates {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.61",
+  "version": "5.2.62-beta0KB",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",