@zeniai/client-epic-state 5.2.62-beta1MM → 5.2.62-beta2KB

package/lib/view/expenseAutomationView/selectors/actualMatchingViewSelector.js

@@ -16,18 +16,15 @@ exports.getActualMatchingReversalDate = getActualMatchingReversalDate;
 exports.buildActualMatchingKpiSummary = buildActualMatchingKpiSummary;
 exports.getExpenseAutomationActualMatchingMatchView = getExpenseAutomationActualMatchingMatchView;
 exports.getCloseMatchAfterUndo = getCloseMatchAfterUndo;
-exports.getCloseMatchAfterUndoMatchId = getCloseMatchAfterUndoMatchId;
-exports.getCloseMatchAfterIgnoreMatchId = getCloseMatchAfterIgnoreMatchId;
-exports.getActualMatchingMatchModalConfirmStatus = getActualMatchingMatchModalConfirmStatus;
 exports.getExpenseAutomationActualMatchingView = getExpenseAutomationActualMatchingView;
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
-const toolkit_1 = require("@reduxjs/toolkit");
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const actualMatchingSelector_1 = require("../../../entity/actualMatching/actualMatchingSelector");
 const jeScheduleHelper_1 = require("../../../entity/jeSchedules/jeScheduleHelper");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const actualMatchingViewState_1 = require("../types/actualMatchingViewState");
 function getSelectedMonthYearForCurrentTenant(state) {
     const tenantId = (0, tenantSelector_1.getCurrentTenant)(state)?.tenantId;
     if (tenantId == null) {
@@ -56,6 +53,27 @@ function toMatchModalAccrual(member) {
         jeOneTimeAccrualKey: (0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(member.accrualId),
     };
 }
+function uniqueMatchModalAccruals(pinned, searched) {
+    const byId = new Map();
+    pinned.forEach((row) => byId.set(row.accrualId, row));
+    searched.forEach((row) => {
+        if (!byId.has(row.accrualId)) {
+            byId.set(row.accrualId, row);
+        }
+    });
+    return Array.from(byId.values());
+}
+function uniqueTransactionSearchResults(pinned, searched) {
+    const byKey = new Map();
+    pinned.forEach((row) => byKey.set((0, actualMatchingViewState_1.actualMatchingTransactionLineKey)(row.transactionType, row.transactionIntegrationId, row.lineId), row));
+    searched.forEach((row) => {
+        const key = (0, actualMatchingViewState_1.actualMatchingTransactionLineKey)(row.transactionType, row.transactionIntegrationId, row.lineId);
+        if (!byKey.has(key)) {
+            byKey.set(key, row);
+        }
+    });
+    return Array.from(byKey.values());
+}
 function parseActualMatchingMatchId(matchId) {
     const separator = matchId.indexOf(':');
     if (separator <= 0 || separator === matchId.length - 1) {
@@ -228,7 +246,6 @@ function emptyKpiSummary() {
         actualsReceived: { count: 0, expectedCount: 0, vendorsPending: 0 },
         autoReversed: { count: 0, percent: 0, clearedAmount: 0 },
         pendingReview: { count: 0, amount: 0, estimatedMinutesToClear: 0 },
-        reversed: { count: 0 },
         variance: { percent: 0, averagePercentPerMatch: 0, netAmount: 0 },
     };
 }
@@ -284,7 +301,6 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
     }
     const autoReversed = kpiRows.filter((row) => row.kind === 'auto_reversed');
     const pendingReview = kpiRows.filter((row) => row.kind === 'pending_review');
-    const reversed = kpiRows.filter((row) => isReversedMatchKind(row.kind));
     const receivedCount = kpiRows.length;
     const rowsWithActual = kpiRows.filter((row) => row.actualAmount?.amount != null);
     const accruedTotal = rowsWithActual.reduce((sum, row) => sum + (row.accruedAmount?.amount ?? row.estimatedAmount.amount), 0);
@@ -310,9 +326,6 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
             amount: sumRowAmounts(pendingReview, displayCurrencyCode),
             estimatedMinutesToClear: pendingReview.length * ESTIMATED_MINUTES_PER_PENDING_MATCH,
         },
-        reversed: {
-            count: reversed.length,
-        },
         variance: {
             percent: accruedTotal === 0
                 ? 0
@@ -325,56 +338,23 @@ function buildActualMatchingKpiSummary(rows, displayCurrencyCode) {
         },
     };
 }
-function toActualMatchingMatchView(match) {
+function getExpenseAutomationActualMatchingMatchView(state, matchId) {
+    const view = state.expenseAutomationActualMatchingViewState;
     return {
-        ...match,
-        members: match.members.map(toMatchModalAccrual),
-        leftovers: match.leftovers == null
-            ? undefined
-            : match.leftovers.map(toMatchModalAccrual),
+        match: (0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchId),
+        detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
+        refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
+        undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
+        lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
+        lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
     };
 }
-const EMPTY_ACTUAL_MATCHING_ROWS = [];
-const matchViewSelectorById = new Map();
-function getExpenseAutomationActualMatchingMatchView(state, matchId) {
-    let selector = matchViewSelectorById.get(matchId);
-    if (selector == null) {
-        selector = (0, toolkit_1.createSelector)([
-            (root) => root.expenseAutomationActualMatchingViewState,
-            (root) => (0, actualMatchingSelector_1.getActualMatchingMatchById)(root.actualMatchingState, matchId),
-        ], (view, match) => ({
-            detailFetchState: view.detailFetchStateByMatchId[matchId] ?? NOT_STARTED,
-            ignoreStatus: view.ignoreStatusByMatchId[matchId] ?? NOT_STARTED,
-            lastMatchResults: view.lastMatchResultsByMatchId?.[matchId],
-            lastUndoResults: view.lastUndoResultsByMatchId?.[matchId],
-            match: match == null ? undefined : toActualMatchingMatchView(match),
-            refreshStatus: view.detailRefreshStatusByMatchId[matchId] ?? NOT_STARTED,
-            undoReversalStatus: view.undoReversalStatusByMatchId[matchId] ?? NOT_STARTED,
-        }));
-        matchViewSelectorById.set(matchId, selector);
-    }
-    return selector(state);
-}
 function getCloseMatchAfterUndo(state) {
-    return state.expenseAutomationActualMatchingViewState
-        .closeMatchAfterUndoMatchIds[0];
-}
-function getCloseMatchAfterUndoMatchId(state) {
-    return getCloseMatchAfterUndo(state);
-}
-function getCloseMatchAfterIgnoreMatchId(state) {
-    return state.expenseAutomationActualMatchingViewState
-        .closeMatchAfterIgnoreMatchIds[0];
-}
-function getActualMatchingMatchModalConfirmStatus(state, matchId) {
-    if (matchId != null && matchId !== '') {
-        return (state.expenseAutomationActualMatchingViewState.confirmStatusByMatchId[matchId] ?? NOT_STARTED);
-    }
-    return state.expenseAutomationActualMatchingViewState.matchModal.confirmStatus;
+    return state.expenseAutomationActualMatchingViewState.closeMatchAfterUndo;
 }
 function getExpenseAutomationActualMatchingView(state) {
     const { expenseAutomationActualMatchingViewState } = state;
-    const { matchIdsByPeriod, fetchState, error, refreshStatus, uiState, matchModal, ignoreStatusByMatchId, undoReversalStatusByMatchId, } = expenseAutomationActualMatchingViewState;
+    const { matchIdsByPeriod, fetchState, error, refreshStatus, uiState, matchModal, } = expenseAutomationActualMatchingViewState;
     const selectedPeriod = getSelectedMonthYearForCurrentTenant(state);
     const monthYearPeriodId = selectedPeriod != null ? (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod) : undefined;
     const matchIds = monthYearPeriodId != null ? matchIdsByPeriod[monthYearPeriodId] : undefined;
@@ -384,18 +364,38 @@ function getExpenseAutomationActualMatchingView(state) {
         .filter((match) => match.members.length > 0)
         .map(toActualMatchingRow);
     const rows = allRows.filter((row) => matchesSearch(row, uiState.searchString));
-    const includePendingReview = uiState.statusFilter !== 'reversed';
-    const includeReversed = uiState.statusFilter !== 'pending_review';
-    const reversed = includeReversed
-        ? sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState)
-        : EMPTY_ACTUAL_MATCHING_ROWS;
-    const pendingReview = includePendingReview
-        ? sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState)
-        : EMPTY_ACTUAL_MATCHING_ROWS;
+    const reversed = sortActualMatchingRows(rows.filter((row) => isReversedMatchKind(row.kind)), uiState);
+    const pendingReview = sortActualMatchingRows(rows.filter((row) => row.kind === 'pending_review'), uiState);
     const kpiSummary = buildActualMatchingKpiSummary(allRows, getTenantDisplayCurrency(state)?.currencyCode);
     const searchedAccruals = matchModal.accrualSearch.results
         .map((key) => (0, jeSchedulesSelector_1.getJEOneTimeAccrualByKey)(key, state.jeSchedulesState))
         .filter((accrual) => accrual != null);
+    const openedMatch = matchModal.openedFromMatchId != null
+        ? (0, actualMatchingSelector_1.getActualMatchingMatchById)(state.actualMatchingState, matchModal.openedFromMatchId)
+        : undefined;
+    const pinnedAccruals = [
+        ...(openedMatch?.members ?? []),
+        ...(openedMatch?.leftovers ?? []),
+    ].map(toMatchModalAccrual);
+    const firstMember = openedMatch?.members[0];
+    const cleared = firstMember?.cleared;
+    const suggestion = firstMember?.matchSuggestion;
+    const stamp = cleared ?? suggestion;
+    const consumedLineIds = cleared?.consumedLineIds;
+    const prefill = openedMatch == null
+        ? undefined
+        : {
+            selectedAccrualIds: [
+                ...openedMatch.members.map((member) => member.accrualId),
+                ...(openedMatch.leftovers ?? []).map((leftover) => leftover.accrualId),
+            ],
+            actualAmount: openedMatch.actualAmount.amount,
+            matchedTransactionId: stamp?.matchedTransactionId,
+            matchedLineId: cleared == null ? suggestion?.matchedLineId : undefined,
+            ...(consumedLineIds != null && consumedLineIds.length > 0
+                ? { consumedLineIds }
+                : {}),
+        };
     // `fetchState` is a flat slice field that survives a period switch. Until this
     // month's ids land, leftover Completed/Error is the previous month. Report
     // Not-Started so chrome matches Review's "cache slot missing" skeleton, not
@@ -413,16 +413,16 @@ function getExpenseAutomationActualMatchingView(state) {
         kpiSummary,
         uiState,
         refreshStatus,
-        ignoreStatusByMatchId,
-        undoReversalStatusByMatchId,
         hasLoadedForSelectedPeriod: matchIds != null,
         matchModal: {
             isOpen: matchModal.isOpen,
+            openedFromMatchId: matchModal.openedFromMatchId,
+            prefill,
             confirmStatus: matchModal.confirmStatus,
             lastBatchResults: matchModal.lastBatchResults,
             transactionSearch: {
                 query: matchModal.transactionSearch.query,
-                results: matchModal.transactionSearch.results,
+                results: uniqueTransactionSearchResults(matchModal.pinnedTransactionResults, matchModal.transactionSearch.results),
                 fetchState: {
                     fetchState: matchModal.transactionSearch.fetchState,
                     error: matchModal.transactionSearch.error,
@@ -432,7 +432,7 @@ function getExpenseAutomationActualMatchingView(state) {
             },
             accrualSearch: {
                 query: matchModal.accrualSearch.query,
-                results: searchedAccruals,
+                results: uniqueMatchModalAccruals(pinnedAccruals, searchedAccruals),
                 fetchState: {
                     fetchState: matchModal.accrualSearch.fetchState,
                     error: matchModal.accrualSearch.error,

package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts

@@ -5,8 +5,6 @@ import { ActualMatchingMatchId } from '../../../entity/actualMatching/actualMatc
 import { JEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
 export declare const toActualMatchingSortKey: (v: string) => "type" | "date" | "vendor" | "category" | "class" | "amount" | "variance" | "lifecycle" | "service" | "accrued" | "actual";
 export type ActualMatchingSortKey = ReturnType<typeof toActualMatchingSortKey>;
-export declare const toActualMatchingStatusFilter: (v: string) => "pending_review" | "reversed" | "all";
-export type ActualMatchingStatusFilter = ReturnType<typeof toActualMatchingStatusFilter>;
 export declare const MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
 export declare const MATCH_ACCRUAL_SEARCH_LIMIT = 50;
 export declare const MATCH_SEARCH_DEBOUNCE_MS = 300;
@@ -20,12 +18,6 @@ export interface ActualMatchingViewUIState {
     searchString: string;
     sortKey: ActualMatchingSortKey;
     sortOrder: SortOrder;
-    /**
-     * List-only filter. `all` shows both groups; `pending_review` / `reversed`
-     * empty the other group (`reversed` includes auto and manual). KPI summary
-     * stays on the unfiltered period.
-     */
-    statusFilter: ActualMatchingStatusFilter;
 }
 /**
  * Sibling of Missing Receipts `MatchCandidate`. Confirm needs `lineId` and
@@ -77,14 +69,6 @@ export interface UndoReversalAccrualsParams {
     accrualIds: ID[];
     matchId: ActualMatchingMatchId;
 }
-export declare const toActualMatchingIgnoreReasonType: (v: string) => "other_ignore" | "already_handled" | "amount_off" | "wrong_period" | "wrong_bill";
-export type ActualMatchingIgnoreReasonType = ReturnType<typeof toActualMatchingIgnoreReasonType>;
-export declare const ALL_ACTUAL_MATCHING_IGNORE_REASONS: readonly ActualMatchingIgnoreReasonType[];
-export interface IgnoreActualMatchingSuggestionParams {
-    matchId: ActualMatchingMatchId;
-    reason: ActualMatchingIgnoreReasonType;
-    note?: string;
-}
 export interface ActualMatchingTransactionSearchState extends FetchStateAndError {
     isLoadingMore: boolean;
     nextPageToken: string | null;
@@ -100,18 +84,18 @@ export interface ActualMatchingAccrualSearchState extends FetchStateAndError {
 export interface ActualMatchingMatchModalState {
     accrualSearch: ActualMatchingAccrualSearchState;
     confirmStatus: FetchStateAndError;
+    didPinPrefillTransactions: boolean;
     isOpen: boolean;
+    pinnedTransactionResults: ActualMatchingTransactionSearchResult[];
     transactionSearch: ActualMatchingTransactionSearchState;
     lastBatchResults?: MatchAndReverseResult[];
+    openedFromMatchId?: ActualMatchingMatchId;
 }
 export declare function actualMatchingTransactionLineKey(transactionType: string, transactionIntegrationId: string, lineId: string): string;
 export interface ActualMatchingViewState extends FetchedState {
-    closeMatchAfterIgnoreMatchIds: ActualMatchingMatchId[];
-    closeMatchAfterUndoMatchIds: ActualMatchingMatchId[];
-    confirmStatusByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
+    closeMatchAfterUndo: boolean;
     detailFetchStateByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
     detailRefreshStatusByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
-    ignoreStatusByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
     lastMatchResultsByMatchId: Record<ActualMatchingMatchId, MatchAndReverseResult[]>;
     lastUndoResultsByMatchId: Record<ActualMatchingMatchId, UndoReversalResult[]>;
     matchIdsByPeriod: Record<MonthYearPeriodId, ActualMatchingMatchId[]>;

package/lib/view/expenseAutomationView/types/actualMatchingViewState.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.ALL_ACTUAL_MATCHING_IGNORE_REASONS = exports.toActualMatchingIgnoreReasonType = exports.toUndoReversalResultStatus = exports.toMatchAndReverseResultStatus = exports.MATCH_SEARCH_DEBOUNCE_MS = exports.MATCH_ACCRUAL_SEARCH_LIMIT = exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = exports.toActualMatchingStatusFilter = exports.toActualMatchingSortKey = void 0;
+exports.toUndoReversalResultStatus = exports.toMatchAndReverseResultStatus = exports.MATCH_SEARCH_DEBOUNCE_MS = exports.MATCH_ACCRUAL_SEARCH_LIMIT = exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = exports.toActualMatchingSortKey = void 0;
 exports.isMatchAndReverseCompleteStatus = isMatchAndReverseCompleteStatus;
 exports.actualMatchingTransactionLineKey = actualMatchingTransactionLineKey;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
@@ -19,13 +19,6 @@ const ACTUAL_MATCHING_SORT_KEYS = [
 ];
 const toActualMatchingSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, ACTUAL_MATCHING_SORT_KEYS);
 exports.toActualMatchingSortKey = toActualMatchingSortKey;
-const ACTUAL_MATCHING_STATUS_FILTERS = [
-    'all',
-    'pending_review',
-    'reversed',
-];
-const toActualMatchingStatusFilter = (v) => (0, stringToUnion_1.stringToUnion)(v, ACTUAL_MATCHING_STATUS_FILTERS);
-exports.toActualMatchingStatusFilter = toActualMatchingStatusFilter;
 exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
 exports.MATCH_ACCRUAL_SEARCH_LIMIT = 50;
 exports.MATCH_SEARCH_DEBOUNCE_MS = 300;
@@ -48,16 +41,6 @@ const UNDO_REVERSAL_RESULT_STATUSES = [
 ];
 const toUndoReversalResultStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, UNDO_REVERSAL_RESULT_STATUSES);
 exports.toUndoReversalResultStatus = toUndoReversalResultStatus;
-const ACTUAL_MATCHING_IGNORE_REASONS = [
-    'wrong_bill',
-    'wrong_period',
-    'amount_off',
-    'already_handled',
-    'other_ignore',
-];
-const toActualMatchingIgnoreReasonType = (v) => (0, stringToUnion_1.stringToUnion)(v, ACTUAL_MATCHING_IGNORE_REASONS);
-exports.toActualMatchingIgnoreReasonType = toActualMatchingIgnoreReasonType;
-exports.ALL_ACTUAL_MATCHING_IGNORE_REASONS = ACTUAL_MATCHING_IGNORE_REASONS;
 function actualMatchingTransactionLineKey(transactionType, transactionIntegrationId, lineId) {
     return `${transactionType}:${transactionIntegrationId}:${lineId}`;
 }

package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.d.ts

@@ -0,0 +1,51 @@
+import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
+import { TransactionCategory } from '../../../entity/transaction/stateTypes/transactionType';
+import { CreatableTransactionType, CreateTransactionLineLocalData, CreateTransactionLocalData, CreateTransactionLocalDataByType } from './createTransactionState';
+export declare const nextCreateTransactionLineId: () => string;
+/** Test-only: makes line ids predictable from the start of each case. */
+export declare const resetCreateTransactionLineIdCounter: () => void;
+export declare const createEmptyCreateTransactionLine: (postingType?: TransactionCategory) => CreateTransactionLineLocalData;
+/**
+ * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
+ * debit and one credit, so it opens with both rather than making the user add the second row.
+ * Transfer has no lines at all.
+ */
+export declare const getDefaultCreateTransactionLines: (transactionType: CreatableTransactionType) => CreateTransactionLineLocalData[];
+/**
+ * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
+ * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
+ * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
+ */
+export declare const getEmptyCreateTransactionLocalData: (transactionType: CreatableTransactionType) => CreateTransactionLocalData;
+export declare const getInitialCreateTransactionLocalDataByType: () => CreateTransactionLocalDataByType;
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the one
+ * payment_type the backend insists on for a check (qbo_purchase.py raises without it).
+ */
+export declare const getSeededCreateTransactionLocalData: (transactionType: CreatableTransactionType) => CreateTransactionLocalData;
+/**
+ * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
+ * a partial line array would silently truncate the form.
+ */
+export declare const mergeCreateTransactionLocalData: (current: CreateTransactionLocalData, update: Partial<CreateTransactionLocalData>) => CreateTransactionLocalData;
+export declare const updateCreateTransactionLine: (lines: CreateTransactionLineLocalData[], lineId: string, update: Partial<CreateTransactionLineLocalData>) => CreateTransactionLineLocalData[];
+/**
+ * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
+ * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
+ * needs the entities to build its "Recommended" group.
+ */
+export declare const toRecommendationsWithCOT: (recommendations: Recommendation[]) => RecommendationWithCOT[];
+/**
+ * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
+ * group, but only prefills account/class when the field is still empty. Anything the user
+ * picked wins -- this follows the transaction-categorization helper, which prefills, rather
+ * than the detail-page helper, which only suggests.
+ */
+export declare const applyRecommendationsToCreateTransactionLine: (line: CreateTransactionLineLocalData, recommendations: Recommendation[], isAccountingClassesEnabled: boolean) => CreateTransactionLineLocalData;
+/**
+ * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
+ * the per-field flags are what make the user's own choices distinguishable from ours, which is
+ * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
+ * class is an ordinary state, and clearing must not take the account with it.
+ */
+export declare const clearRecommendationsFromCreateTransactionLine: (line: CreateTransactionLineLocalData) => CreateTransactionLineLocalData;

package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js

@@ -0,0 +1,148 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearRecommendationsFromCreateTransactionLine = exports.applyRecommendationsToCreateTransactionLine = exports.toRecommendationsWithCOT = exports.updateCreateTransactionLine = exports.mergeCreateTransactionLocalData = exports.getSeededCreateTransactionLocalData = exports.getInitialCreateTransactionLocalDataByType = exports.getEmptyCreateTransactionLocalData = exports.getDefaultCreateTransactionLines = exports.createEmptyCreateTransactionLine = exports.resetCreateTransactionLineIdCounter = exports.nextCreateTransactionLineId = void 0;
+const zeniDayJS_1 = require("../../../zeniDayJS");
+const createTransactionState_1 = require("./createTransactionState");
+/**
+ * Monotonic counter for line row keys. These never leave the client -- the payload builder
+ * drops them -- so a counter is enough, and it keeps reducer tests deterministic in a way
+ * randomUUID would not.
+ */
+let lineIdCounter = 0;
+const nextCreateTransactionLineId = () => `create-transaction-line-${lineIdCounter++}`;
+exports.nextCreateTransactionLineId = nextCreateTransactionLineId;
+/** Test-only: makes line ids predictable from the start of each case. */
+const resetCreateTransactionLineIdCounter = () => {
+    lineIdCounter = 0;
+};
+exports.resetCreateTransactionLineIdCounter = resetCreateTransactionLineIdCounter;
+const createEmptyCreateTransactionLine = (postingType) => ({
+    id: (0, exports.nextCreateTransactionLineId)(),
+    postingType,
+});
+exports.createEmptyCreateTransactionLine = createEmptyCreateTransactionLine;
+/**
+ * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
+ * debit and one credit, so it opens with both rather than making the user add the second row.
+ * Transfer has no lines at all.
+ */
+const getDefaultCreateTransactionLines = (transactionType) => {
+    if (transactionType === 'transfer') {
+        return [];
+    }
+    if (transactionType === 'journal_entry') {
+        return [
+            (0, exports.createEmptyCreateTransactionLine)('debit'),
+            (0, exports.createEmptyCreateTransactionLine)('credit'),
+        ];
+    }
+    return [(0, exports.createEmptyCreateTransactionLine)()];
+};
+exports.getDefaultCreateTransactionLines = getDefaultCreateTransactionLines;
+/**
+ * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
+ * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
+ * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
+ */
+const getEmptyCreateTransactionLocalData = (transactionType) => ({
+    lines: [],
+    transactionType,
+});
+exports.getEmptyCreateTransactionLocalData = getEmptyCreateTransactionLocalData;
+const getInitialCreateTransactionLocalDataByType = () => createTransactionState_1.ALL_CREATABLE_TRANSACTION_TYPES.reduce((acc, transactionType) => {
+    acc[transactionType] =
+        (0, exports.getEmptyCreateTransactionLocalData)(transactionType);
+    return acc;
+}, {});
+exports.getInitialCreateTransactionLocalDataByType = getInitialCreateTransactionLocalDataByType;
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the one
+ * payment_type the backend insists on for a check (qbo_purchase.py raises without it).
+ */
+const getSeededCreateTransactionLocalData = (transactionType) => ({
+    ...(0, exports.getEmptyCreateTransactionLocalData)(transactionType),
+    lines: (0, exports.getDefaultCreateTransactionLines)(transactionType),
+    paymentType: transactionType === 'check' ? 'check' : undefined,
+    transactionDate: (0, zeniDayJS_1.dateNow)(),
+});
+exports.getSeededCreateTransactionLocalData = getSeededCreateTransactionLocalData;
+/**
+ * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
+ * a partial line array would silently truncate the form.
+ */
+const mergeCreateTransactionLocalData = (current, update) => ({
+    ...current,
+    ...update,
+    lines: update.lines ?? current.lines,
+    // The type is keyed by the slice, never edited through a merge.
+    transactionType: current.transactionType,
+});
+exports.mergeCreateTransactionLocalData = mergeCreateTransactionLocalData;
+const updateCreateTransactionLine = (lines, lineId, update) => lines.map((line) => line.id === lineId ? { ...line, ...update, id: line.id } : line);
+exports.updateCreateTransactionLine = updateCreateTransactionLine;
+/**
+ * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
+ * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
+ * needs the entities to build its "Recommended" group.
+ */
+const toRecommendationsWithCOT = (recommendations) => recommendations.map((recommendation) => ({
+    account: recommendation.account != null
+        ? { ...recommendation.account, cot: [], reasoning: '' }
+        : undefined,
+    class: recommendation.class != null
+        ? { ...recommendation.class, cot: [], reasoning: '' }
+        : undefined,
+    vendor: recommendation.vendor != null
+        ? { ...recommendation.vendor, cot: [], reasoning: '' }
+        : undefined,
+}));
+exports.toRecommendationsWithCOT = toRecommendationsWithCOT;
+/**
+ * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
+ * group, but only prefills account/class when the field is still empty. Anything the user
+ * picked wins -- this follows the transaction-categorization helper, which prefills, rather
+ * than the detail-page helper, which only suggests.
+ */
+const applyRecommendationsToCreateTransactionLine = (line, recommendations, isAccountingClassesEnabled) => {
+    const top = recommendations[0];
+    const updated = {
+        ...line,
+        recommendationsWithCOT: (0, exports.toRecommendationsWithCOT)(recommendations),
+    };
+    if (line.accountQboId == null && top?.account?.qboId != null) {
+        updated.accountQboId = top.account.qboId;
+        updated.accountName = top.account.accountName;
+        updated.isAccountPreFilled = true;
+    }
+    if (isAccountingClassesEnabled &&
+        line.classId == null &&
+        top?.class?.classId != null) {
+        updated.classId = top.class.classId;
+        updated.isClassPreFilled = true;
+    }
+    return updated;
+};
+exports.applyRecommendationsToCreateTransactionLine = applyRecommendationsToCreateTransactionLine;
+/**
+ * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
+ * the per-field flags are what make the user's own choices distinguishable from ours, which is
+ * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
+ * class is an ordinary state, and clearing must not take the account with it.
+ */
+const clearRecommendationsFromCreateTransactionLine = (line) => {
+    const cleared = {
+        ...line,
+        recommendationsWithCOT: undefined,
+    };
+    if (line.isAccountPreFilled === true) {
+        cleared.accountQboId = undefined;
+        cleared.accountName = undefined;
+        cleared.isAccountPreFilled = undefined;
+    }
+    if (line.isClassPreFilled === true) {
+        cleared.classId = undefined;
+        cleared.isClassPreFilled = undefined;
+    }
+    return cleared;
+};
+exports.clearRecommendationsFromCreateTransactionLine = clearRecommendationsFromCreateTransactionLine;

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts

@@ -0,0 +1,85 @@
+import { ID } from '../../../commonStateTypes/common';
+import { ProjectBasePayload } from '../../../entity/project/projectPayload';
+import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { RootState } from '../../../rootStateTypes';
+import { CreateTransactionLocalData } from './createTransactionState';
+/**
+ * Wire types for POST /1.0/transactions/manage.
+ *
+ * Two things here are easy to get wrong and are deliberately explicit:
+ *
+ * 1. `line_detail_type` is snake_case. The PascalCase strings in the backend are Python
+ *    constant NAMES; ZENI_LINE_DETAIL_TYPE_TO_QBO_LINE_DETAIL_TYPE_MAP converts them for the
+ *    body the backend sends on to QuickBooks, never for ours.
+ * 2. The reference number uses two different keys depending on the QBO entity. check and
+ *    expense are Purchases and take `document_number`; everything else takes `document_id`.
+ */
+export interface CreateTransactionAccountPayload {
+    qbo_id: ID;
+    account_name?: string;
+}
+export interface CreateTransactionLineDetailPayload {
+    account?: CreateTransactionAccountPayload;
+    class?: Record<string, never> | {
+        qbo_id: ID;
+    };
+    /**
+     * journal_entry only, and it MUST sit inside line_detail. The write validator's docstring
+     * warns that a misplaced posting_type is silently dropped and then rejected by QBO.
+     */
+    posting_type?: 'credit' | 'debit';
+    /** Same shape the transaction update sends on a vendor line. */
+    project?: ProjectBasePayload;
+    vendor?: {
+        qbo_id: ID;
+    };
+}
+export interface CreateTransactionLinePayload {
+    amount: number;
+    line_detail: CreateTransactionLineDetailPayload;
+    line_detail_type: 'account_based_expense_line_detail' | 'item_based_expense_line_detail' | 'journal_entry_line_detail';
+    line_description?: string;
+}
+export interface CreateTransactionRemitToAddressPayload {
+    city?: string;
+    country?: string;
+    line1?: string;
+    postal_code?: string;
+    state?: string;
+}
+export interface CreateTransactionRequest extends Record<string, unknown> {
+    transaction_date: string;
+    transaction_type: string;
+    /** journal_entry reference number. */
+    document_id?: string;
+    /** check / credit_card_credit reference number (QBO Purchase). */
+    document_number?: string;
+    from_account_id?: ID;
+    /** credit_card_credit is modelled as a Purchase with Credit: true. */
+    is_credit?: boolean;
+    lines?: CreateTransactionLinePayload[];
+    payment_type?: string;
+    print_status?: string;
+    qbo_account_id?: ID;
+    remit_to_address?: CreateTransactionRemitToAddressPayload;
+    to_account_id?: ID;
+    total_amount?: number;
+    transaction_memo?: string;
+    vendor_id?: ID;
+}
+/**
+ * The create endpoint writes to QBO and returns the created entity; Zeni's own mirror is
+ * populated by the delta sync that runs afterwards, so this response is the only view of the
+ * new transaction the client gets immediately.
+ */
+export interface CreateTransactionPayload {
+    transactions: TransactionPayload[];
+}
+export type CreateTransactionResponse = ZeniAPIResponse<CreateTransactionPayload>;
+/**
+ * Builds the request body for one transaction type. One branch per type rather than a shared
+ * body with optional keys, because the types genuinely diverge -- transfer carries no lines at
+ * all, and journal_entry carries no header account.
+ */
+export declare const prepareCreateTransactionPayload: (state: RootState, localData: CreateTransactionLocalData) => CreateTransactionRequest;