@zeniai/client-epic-state 5.2.83 → 5.2.85-beta0KB

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
+    messageSection: "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "create_transaction" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.js

@@ -16,6 +16,8 @@ const createInvoiceReducer_1 = require("../createInvoiceReducer");
 const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
     (fetchStateAndError.fetchState !== 'Completed' &&
         fetchStateAndError.fetchState !== 'In-Progress');
+const PICKER_PLAN_FILTERS = { type: 'plan' };
+const PICKER_PRODUCT_FILTERS = { type: 'addon|charge' };
 /**
  * Orchestrates the create-invoice form's option sources: on
  * `fetchCreateInvoiceFormPage`, fans out to the customer, catalog plan, catalog
@@ -37,15 +39,27 @@ const fetchCreateInvoiceFormPageEpic = (actions$, state$) => actions$.pipe((0, o
             tabId: invoicingListTabCache_1.INVOICING_LIST_ALL_TAB,
         }));
     }
-    if (shouldFetch({ fetchState: catalogState.fetchState, error: catalogState.error }, cacheOverride)) {
+    if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
+        fetchState: catalogState.fetchState,
+        filters: catalogState.planFilters,
+        nextCursor: catalogState.planNextCursor,
+        sort: catalogState.planSort,
+    }, PICKER_PLAN_FILTERS, cacheOverride)) {
         pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
-            filters: { type: 'plan' },
+            fetchAll: true,
+            filters: PICKER_PLAN_FILTERS,
             keepExistingListItems: false,
         }));
     }
-    if (shouldFetch(catalogState.productFetchState, cacheOverride)) {
+    if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
+        fetchState: catalogState.productFetchState.fetchState,
+        filters: catalogState.productFilters,
+        nextCursor: catalogState.productNextCursor,
+        sort: catalogState.productSort,
+    }, PICKER_PRODUCT_FILTERS, cacheOverride)) {
         pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList)({
-            filters: { type: 'addon|charge' },
+            fetchAll: true,
+            filters: PICKER_PRODUCT_FILTERS,
             keepExistingListItems: false,
         }));
     }

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.d.ts

@@ -18,7 +18,7 @@ export type SaveInvoicingSubscriptionResponse = ZeniAPIResponse<InvoicingSubscri
  * Sending them made every price point whose cadence the form could not express
  * — a daily plan, for instance — fail with a 422.
  */
-export declare const localDataToSaveInvoicingSubscriptionPayload: (localData: InvoicingSubscriptionFormLocalData, shippingAddress?: AddressUpdatableInfo) => Record<string, unknown>;
+export declare const localDataToSaveInvoicingSubscriptionPayload: (localData: InvoicingSubscriptionFormLocalData, shippingAddress?: AddressUpdatableInfo, flatFeePriceCodes?: ReadonlySet<string>) => Record<string, unknown>;
 export type RunInvoicingSubscriptionActionResponse = ZeniAPIResponse<InvoicingSubscriptionPayload>;
 /** Snake_case request bodies for subscription action endpoints. */
 export type ApplyCouponBody = {

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.js

@@ -20,22 +20,25 @@ const invoicingSubscriptionFormConfig_1 = require("./invoicingSubscriptionFormCo
  * Sending them made every price point whose cadence the form could not express
  * — a daily plan, for instance — fail with a 422.
  */
-const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress) => {
+const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress, flatFeePriceCodes = new Set()) => {
+    const itemQuantity = (priceCode, quantity) => flatFeePriceCodes.has(priceCode)
+        ? 1
+        : (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(quantity);
     const items = [
         {
             item_price_code: localData.planPriceCode,
             item_type: 'plan',
-            quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.planQuantity),
+            quantity: itemQuantity(localData.planPriceCode, localData.planQuantity),
         },
         ...localData.addonPriceCodes.map((priceCode) => ({
             item_price_code: priceCode,
             item_type: 'addon',
-            quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.addonQuantities[priceCode]),
+            quantity: itemQuantity(priceCode, localData.addonQuantities[priceCode]),
         })),
         ...localData.chargePriceCodes.map((priceCode) => ({
             item_price_code: priceCode,
             item_type: 'charge',
-            quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.chargeQuantities[priceCode]),
+            quantity: itemQuantity(priceCode, localData.chargeQuantities[priceCode]),
         })),
     ];
     const setupFee = localData.setupFee?.amount;

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.d.ts

@@ -147,6 +147,8 @@ export interface InvoicingSubscriptionOption {
     billingCycles?: number;
     billingPeriod?: number;
     billingPeriodUnit?: string;
+    /** Catalog options only: false for a flat fee, which takes no quantity. */
+    hasQuantity?: boolean;
     price?: Amount;
     productCode?: string;
     subtitle?: string;

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js

@@ -182,6 +182,7 @@ const toInvoicingPlanOption = (plan) => ({
     // price point and rejects a subscription that claims a different one.
     billingPeriod: plan.period,
     billingPeriodUnit: plan.periodUnit,
+    hasQuantity: (0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(plan.pricingModel),
     label: plan.name ?? plan.id,
     price: invoicingUnitPrice(plan),
     productCode: plan.productCode,
@@ -193,6 +194,7 @@ const toInvoicingCatalogItemOption = (product) => ({
     // A one-time charge has no cadence, so its price is quoted flat rather than
     // per period.
     billingPeriodUnit: product.itemType === 'charge' ? undefined : product.periodUnit,
+    hasQuantity: (0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(product.pricingModel),
     label: product.name ?? product.id,
     price: invoicingUnitPrice(product),
     productCode: product.productCode,

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionDetailPageEpic.js

@@ -43,11 +43,14 @@ const fetchInvoicingSubscriptionDetailPageEpic = (actions$, state$) => actions$.
     // Plan and coupon lists back the names the page renders for its line
     // items; both list slices cache, so this only refetches when asked to.
     const catalogListState = state.invoicingCatalogListViewState;
-    if (shouldFetch({
-        error: catalogListState.error,
+    if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
         fetchState: catalogListState.fetchState,
-    }, cacheOverride)) {
+        filters: catalogListState.planFilters,
+        nextCursor: catalogListState.planNextCursor,
+        sort: catalogListState.planSort,
+    }, { type: 'plan' }, cacheOverride)) {
         pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
+            fetchAll: true,
             filters: { type: 'plan' },
             keepExistingListItems: false,
         }));

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionFormPageEpic.js

@@ -23,6 +23,7 @@ const fetchInvoicingSubscriptionFormPageEpic = (actions$) => actions$.pipe((0, o
         // unfiltered list would replace the store's plans with every catalog
         // item.
         (0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
+            fetchAll: true,
             filters: { type: 'plan' },
             keepExistingListItems: false,
         }),

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.d.ts

@@ -8,6 +8,8 @@ export declare const INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE: "invoicing_su
  * their day gets their own calendar date rather than yesterday's.
  */
 export declare const invoicingSubscriptionTodayIso: () => string;
+/** A flat fee bills its price once, so its quantity is always 1. */
+export declare const invoicingPriceHasQuantity: (pricingModel?: string) => boolean;
 /**
  * Clamp a subscription-item quantity to the minimum the API accepts. Shared by
  * the plan, add-on and charge items so none of them can bill a 0 or a fraction.

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.entityToInvoicingSubscriptionFormLocalData = exports.initialInvoicingSubscriptionFormLocalData = exports.toInvoicingSubscriptionBillingCycles = exports.toInvoicingSubscriptionQuantity = exports.invoicingSubscriptionTodayIso = exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = void 0;
+exports.entityToInvoicingSubscriptionFormLocalData = exports.initialInvoicingSubscriptionFormLocalData = exports.toInvoicingSubscriptionBillingCycles = exports.toInvoicingSubscriptionQuantity = exports.invoicingPriceHasQuantity = exports.invoicingSubscriptionTodayIso = exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = void 0;
 const zeniDayJS_1 = require("../../../zeniDayJS");
 /** `AddressType` key used when the subscription form opens the shared Address screen. */
 exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = 'invoicing_subscription_shipping_address';
@@ -26,6 +26,9 @@ const subscriptionItemQuantities = (subscription, itemType) => {
  */
 const invoicingSubscriptionTodayIso = () => (0, zeniDayJS_1.dateNow)().format('YYYY-MM-DD');
 exports.invoicingSubscriptionTodayIso = invoicingSubscriptionTodayIso;
+/** A flat fee bills its price once, so its quantity is always 1. */
+const invoicingPriceHasQuantity = (pricingModel) => pricingModel !== 'flat_fee';
+exports.invoicingPriceHasQuantity = invoicingPriceHasQuantity;
 /**
  * Clamp a subscription-item quantity to the minimum the API accepts. Shared by
  * the plan, add-on and charge items so none of them can bill a 0 or a fraction.

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js

@@ -12,6 +12,7 @@ const responsePayload_1 = require("../../../responsePayload");
 const addressViewReducer_1 = require("../../addressView/addressViewReducer");
 const editInvoicingCustomerDetailViewReducer_1 = require("../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer");
 const invoiceListReducer_1 = require("../invoiceList/invoiceListReducer");
+const invoicingCatalogListViewSelector_1 = require("../invoicingCatalogListView/invoicingCatalogListViewSelector");
 const invoicingSubscriptionListViewReducer_1 = require("../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer");
 const editInvoicingSubscriptionDetailViewPayload_1 = require("./editInvoicingSubscriptionDetailViewPayload");
 const editInvoicingSubscriptionDetailViewReducer_1 = require("./editInvoicingSubscriptionDetailViewReducer");
@@ -29,7 +30,10 @@ const invoicingSubscriptionSaveRequest = (rootState, id) => {
     // Shipping address captured via the shared Address screen is sent as an
     // object in the payload (same pattern as the customer save flow).
     const shippingAddress = rootState.addressViewState.newAddressState?.[invoicingSubscriptionFormConfig_1.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE]?.addressToCreate;
-    const data = (0, editInvoicingSubscriptionDetailViewPayload_1.localDataToSaveInvoicingSubscriptionPayload)(localData, shippingAddress);
+    const flatFeePriceCodes = new Set((0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(Object.values(rootState.invoicingCatalogState.itemByID))
+        .filter((price) => !(0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(price.pricingModel))
+        .flatMap((price) => price.priceCode ?? []));
+    const data = (0, editInvoicingSubscriptionDetailViewPayload_1.localDataToSaveInvoicingSubscriptionPayload)(localData, shippingAddress, flatFeePriceCodes);
     if (id != null) {
         delete data.coupon_ids;
     }

package/lib/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogPlanListEpic.js

@@ -26,19 +26,30 @@ const buildPlanQuery = (filters, cursor, sort) => {
     return params;
 };
 const fetchInvoicingCatalogPlanListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList.match), (0, operators_1.switchMap)((action) => {
-    const { filters, cursor, keepExistingListItems, sort } = action.payload;
+    const { filters, cursor, fetchAll, keepExistingListItems, sort } = action.payload;
     const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/catalog/plans`, buildPlanQuery(filters, cursor, sort));
     return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const items = response.data?.items ?? [];
-            return [
+            const nextCursor = response.data?.next_cursor ?? null;
+            const pageActions = [
                 (0, invoicingCatalogReducer_1.updateInvoicingCatalogItems)(items, 'merge'),
                 (0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanList)({
                     ids: items.map((item) => item.id),
-                    nextCursor: response.data?.next_cursor ?? null,
+                    nextCursor,
                     keepExistingListItems,
                 }),
             ];
+            if (fetchAll && nextCursor != null && nextCursor !== cursor) {
+                pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
+                    cursor: nextCursor,
+                    fetchAll,
+                    filters,
+                    keepExistingListItems: true,
+                    sort,
+                }));
+            }
+            return pageActions;
         }
         return (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanListFailure)(response.status));
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch catalog plan list REST API call errored out ' +

package/lib/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogProductListEpic.js

@@ -26,19 +26,30 @@ const buildProductQuery = (filters, cursor, sort) => {
     return params;
 };
 const fetchInvoicingCatalogProductListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList.match), (0, operators_1.switchMap)((action) => {
-    const { filters, cursor, keepExistingListItems, sort } = action.payload;
+    const { filters, cursor, fetchAll, keepExistingListItems, sort } = action.payload;
     const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/catalog/plans`, buildProductQuery(filters, cursor, sort));
     return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const items = response.data?.items ?? [];
-            return [
+            const nextCursor = response.data?.next_cursor ?? null;
+            const pageActions = [
                 (0, invoicingCatalogReducer_1.updateInvoicingCatalogItems)(items, 'merge'),
                 (0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductList)({
                     ids: items.map((item) => item.id),
-                    nextCursor: response.data?.next_cursor ?? null,
+                    nextCursor,
                     keepExistingListItems,
                 }),
             ];
+            if (fetchAll && nextCursor != null && nextCursor !== cursor) {
+                pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList)({
+                    cursor: nextCursor,
+                    fetchAll,
+                    filters,
+                    keepExistingListItems: true,
+                    sort,
+                }));
+            }
+            return pageActions;
         }
         return (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductListFailure)(response.status));
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch catalog product list REST API call errored out ' +

package/lib/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewReducer.d.ts

@@ -6,12 +6,15 @@ import { InvoicingCatalogListViewState, InvoicingCatalogPlanFilters, InvoicingCa
 export declare const initialState: InvoicingCatalogListViewState;
 export declare const fetchInvoicingCatalogPlanList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
     cursor?: string;
+    /** Keep requesting the next page until the list is complete. */
+    fetchAll?: boolean;
     filters?: InvoicingCatalogPlanFilters;
     keepExistingListItems?: boolean;
     sort?: InvoicingListSort;
 }], {
     filters: InvoicingCatalogPlanFilters;
     cursor: string | undefined;
+    fetchAll: boolean;
     keepExistingListItems: boolean;
     sort: InvoicingListSort | undefined;
 }, "invoicingCatalogListView/fetchInvoicingCatalogPlanList", never, never>, updateInvoicingCatalogPlanList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -20,12 +23,15 @@ export declare const fetchInvoicingCatalogPlanList: import("@reduxjs/toolkit").A
     nextCursor: string | null;
 }, "invoicingCatalogListView/updateInvoicingCatalogPlanList">, updateInvoicingCatalogPlanListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCatalogListView/updateInvoicingCatalogPlanListFailure">, fetchInvoicingCatalogProductList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
     cursor?: string;
+    /** Keep requesting the next page until the list is complete. */
+    fetchAll?: boolean;
     filters?: InvoicingCatalogProductFilters;
     keepExistingListItems?: boolean;
     sort?: InvoicingListSort;
 }], {
     filters: InvoicingCatalogProductFilters;
     cursor: string | undefined;
+    fetchAll: boolean;
     keepExistingListItems: boolean;
     sort: InvoicingListSort | undefined;
 }, "invoicingCatalogListView/fetchInvoicingCatalogProductList", never, never>, updateInvoicingCatalogProductList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewReducer.js

@@ -40,6 +40,7 @@ const invoicingCatalogListView = (0, toolkit_1.createSlice)({
                     payload: {
                         filters: payload.filters ?? {},
                         cursor: payload.cursor,
+                        fetchAll: payload.fetchAll ?? false,
                         keepExistingListItems: payload.keepExistingListItems ?? false,
                         sort: payload.sort,
                     },
@@ -74,6 +75,7 @@ const invoicingCatalogListView = (0, toolkit_1.createSlice)({
                     payload: {
                         filters: payload.filters ?? {},
                         cursor: payload.cursor,
+                        fetchAll: payload.fetchAll ?? false,
                         keepExistingListItems: payload.keepExistingListItems ?? false,
                         sort: payload.sort,
                     },

package/lib/view/invoicing/invoicingListTabCache.d.ts

@@ -1,4 +1,4 @@
-import { FetchStateAndError, ID } from '../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, ID } from '../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { InvoicingListSort } from './invoicingApiHelper';
 /**
@@ -42,6 +42,16 @@ export declare const isSameInvoicingListQuery: (a: {
     filters: object;
     sort?: InvoicingListSort;
 }) => boolean;
+/**
+ * For a picker that searches client-side: reuse only a complete list fetched
+ * with the picker's own query, else load every page of it.
+ */
+export declare const shouldFetchFullInvoicingList: (list: {
+    fetchState: FetchState;
+    filters: object;
+    nextCursor: string | null;
+    sort?: InvoicingListSort;
+}, pickerFilters: object, cacheOverride: boolean) => boolean;
 /** What opening a tab should fetch, if anything. */
 export type InvoicingListTabFetch = {
     kind: 'none';

package/lib/view/invoicing/invoicingListTabCache.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isSameInvoicingListQuery = exports.invoicingListStatusParam = exports.invoicingListFetchTab = exports.invoicingListSourceTab = exports.getInvoicingListTab = exports.INVOICING_LIST_ALL_TAB = void 0;
+exports.shouldFetchFullInvoicingList = exports.isSameInvoicingListQuery = exports.invoicingListStatusParam = exports.invoicingListFetchTab = exports.invoicingListSourceTab = exports.getInvoicingListTab = exports.INVOICING_LIST_ALL_TAB = void 0;
 exports.planInvoicingListTabFetch = planInvoicingListTabFetch;
 exports.startInvoicingListTabFetch = startInvoicingListTabFetch;
 exports.completeInvoicingListTabFetch = completeInvoicingListTabFetch;
@@ -46,6 +46,15 @@ const isSameInvoicingListQuery = (a, b) => {
         a.sort?.dir === b.sort?.dir);
 };
 exports.isSameInvoicingListQuery = isSameInvoicingListQuery;
+/**
+ * For a picker that searches client-side: reuse only a complete list fetched
+ * with the picker's own query, else load every page of it.
+ */
+const shouldFetchFullInvoicingList = (list, pickerFilters, cacheOverride) => cacheOverride ||
+    list.fetchState !== 'Completed' ||
+    list.nextCursor != null ||
+    !(0, exports.isSameInvoicingListQuery)({ filters: list.filters, sort: list.sort }, { filters: pickerFilters });
+exports.shouldFetchFullInvoicingList = shouldFetchFullInvoicingList;
 /**
  * Fetch a tab that is empty or failed; top up one that holds less than a page
  * while the server says there is more; leave a full or complete one cached.

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

@@ -0,0 +1,52 @@
+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
+ * payment_type the backend insists on for the type.
+ */
+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. Callers switching
+ * vendors clear the previous prefill first, so "empty" includes what the last vendor filled. 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 +1,160 @@
+"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;
+/**
+ * The payment_type the backend insists on for some types: a check needs `check`, and a
+ * credit_card_credit (sent as expense + is_credit) needs a card type -- qbo_purchase.py raises
+ * without them.
+ */
+const SEEDED_PAYMENT_TYPE = {
+    check: 'check',
+    credit_card_credit: 'credit_card',
+};
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the
+ * payment_type the backend insists on for the type.
+ */
+const getSeededCreateTransactionLocalData = (transactionType) => ({
+    ...(0, exports.getEmptyCreateTransactionLocalData)(transactionType),
+    lines: (0, exports.getDefaultCreateTransactionLines)(transactionType),
+    paymentType: SEEDED_PAYMENT_TYPE[transactionType],
+    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. Callers switching
+ * vendors clear the previous prefill first, so "empty" includes what the last vendor filled. 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.className = top.class.className;
+        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.className = undefined;
+        cleared.isClassPreFilled = undefined;
+    }
+    return cleared;
+};
+exports.clearRecommendationsFromCreateTransactionLine = clearRecommendationsFromCreateTransactionLine;