@zeniai/client-epic-state 5.2.89-beta0KB → 5.2.89-beta0MM

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" | "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";
+    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";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.d.ts

@@ -34,6 +34,7 @@ export interface MatchTransactionSearchResultPayload {
     amount?: number | null;
     currency_code?: string | null;
     currency_symbol?: string | null;
+    line_description?: string | null;
     sync_token?: string | null;
     total_amount?: number | null;
     transaction_description?: string | null;

package/lib/view/expenseAutomationView/payload/actualMatchingPayload.js

@@ -53,6 +53,7 @@ function toActualMatchingTransactionSearchResult(payload, fallbackCurrency) {
         currencyCode,
         currencySymbol: resolveMatchSearchCurrencySymbol(payload, currencyCode, fallbackCurrency),
         transactionMemo: payload.transaction_memo ?? undefined,
+        lineDescription: payload.line_description ?? undefined,
         transactionDescription: payload.transaction_description ?? undefined,
         transactionTypeName: payload.transaction_type_name ?? undefined,
         syncToken: payload.sync_token == null ? '' : String(payload.sync_token),

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

@@ -46,6 +46,8 @@ export interface ActualMatchingTransactionSearchResult {
     accountingClassId?: ID;
     accountingClassName?: string;
     accountName?: string;
+    /** QBO line description. Distinct from the header transaction description. */
+    lineDescription?: string;
     transactionDescription?: string;
     transactionMemo?: string;
     transactionTypeName?: string;

package/lib/view/financeStatement/financeStatementReducer.js

@@ -3,6 +3,7 @@ var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.updateFinanceStatementFormat = exports.updateFinanceStatementDisplayOrder = exports.updateDownloadState = exports.updateFinanceStatementAdditionalBalancesSelection = exports.updateSelectedReportId = exports.updateCOABalancesRange = exports.updateFinanceStatementThisPeriod = exports.updateFinanceStatementTimeframe = exports.fetchFinanceStatement = exports.initialFinanceStatementState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const coaBalanceType_1 = require("../../commonStateTypes/coaBalance/coaBalanceType");
 const thisPeriodHelpers_1 = require("../../commonStateTypes/viewAndReport/thisPeriodHelpers");
 const rootActions_1 = require("../../rootActions");
 const zeniDayJS_1 = require("../../zeniDayJS");
@@ -92,17 +93,11 @@ const financeStatement = (0, toolkit_1.createSlice)({
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
             const { additionalBalances: additionalBalancesPayload, maxNumOfPeriodsToHighlight, } = action.payload;
             const additionalBalances = additionalBalancesPayload ?? [];
-            let tempAdditionalBalances = [...additionalBalances];
-            if (additionalBalances.includes('this_period_vs_last_period') ||
-                additionalBalances.includes('this_period_vs_last_period_percent')) {
-                const id = tempAdditionalBalances.findIndex((balance) => balance === 'this_period_vs_last_period' ||
-                    balance === 'this_period_vs_last_period_percent');
-                if (id > -1) {
-                    const balance = tempAdditionalBalances.splice(id, 1);
-                    tempAdditionalBalances = [...balance, ...tempAdditionalBalances];
-                }
-            }
-            draft.selectedAdditionalBalances = tempAdditionalBalances;
+            const otherBalances = (0, coaBalanceType_1.stripCompareAdditionalBalanceTypes)(additionalBalances);
+            draft.selectedAdditionalBalances = [
+                ...additionalBalances.filter((balance) => !otherBalances.includes(balance)),
+                ...otherBalances,
+            ];
             draft.maxNumOfPeriodsToHighlight = maxNumOfPeriodsToHighlight;
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;

package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.d.ts

@@ -46,6 +46,11 @@ export interface InvoicingDashboardSummaryPayload {
         resumed: number;
         total_active: number;
         total_active_value: number;
+        /**
+         * Churned opening-cohort customers ÷ customers at month start, as a 0-100
+         * percent. Customer-scoped, unlike the subscription-scoped KPI churn rate.
+         */
+        customer_churn_rate?: number | null;
     };
     failed_payments: {
         amount: number;

package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.js

@@ -49,6 +49,7 @@ exports.mapInvoicingPlanRevenuePointPayloadToState = mapInvoicingPlanRevenuePoin
 const mapInvoicingDashboardSummaryPayloadToState = (payload) => ({
     customerMovement: {
         churned: payload.customer_movement.churned,
+        customerChurnRate: payload.customer_movement.customer_churn_rate ?? undefined,
         netChange: payload.customer_movement.net_change,
         new: payload.customer_movement.new,
         paused: payload.customer_movement.paused,

package/lib/view/invoicing/invoicingOverview/invoicingOverviewState.d.ts

@@ -50,6 +50,8 @@ export interface InvoicingDashboardSummary {
         resumed: number;
         totalActive: number;
         totalActiveValue: Amount;
+        /** 0-100 percent; absent from a backend that predates it. */
+        customerChurnRate?: number;
     };
     failedPayments: {
         amount: Amount;

package/lib/view/reportUIOptions/financeStatementCompareBalances.d.ts

@@ -0,0 +1,2 @@
+import { COABalanceType } from '../../commonStateTypes/coaBalance/coaBalanceType';
+export declare function getFinanceStatementAdditionalBalances(requestedBalances: COABalanceType[], isCompareModeOn: boolean, compareBalanceFromMode: COABalanceType): COABalanceType[];

package/lib/view/reportUIOptions/financeStatementCompareBalances.js

@@ -0,0 +1,19 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getFinanceStatementAdditionalBalances = getFinanceStatementAdditionalBalances;
+const coaBalanceType_1 = require("../../commonStateTypes/coaBalance/coaBalanceType");
+// Reports can show the $ and % change columns together, so every requested compare type is kept;
+// compareMode picks one only when none was requested.
+function getFinanceStatementAdditionalBalances(requestedBalances, isCompareModeOn, compareBalanceFromMode) {
+    const otherBalances = (0, coaBalanceType_1.stripCompareAdditionalBalanceTypes)(requestedBalances);
+    if (!isCompareModeOn) {
+        return otherBalances;
+    }
+    const requestedCompareBalances = requestedBalances.filter((balance) => !otherBalances.includes(balance));
+    return [
+        ...otherBalances,
+        ...(requestedCompareBalances.length > 0
+            ? requestedCompareBalances
+            : [compareBalanceFromMode]),
+    ];
+}

package/lib/view/reportUIOptions/updateReportUIOptionCompareModeEpic.js

@@ -10,6 +10,7 @@ const financeStatementSelector_1 = require("../financeStatement/financeStatement
 const netBurnOrIncomeReducer_1 = require("../netBurnOrIncome/netBurnOrIncomeReducer");
 const opExReducer_1 = require("../opEx/opExReducer");
 const revenueReducer_1 = require("../revenue/revenueReducer");
+const financeStatementCompareBalances_1 = require("./financeStatementCompareBalances");
 const reportUIOptionsReducer_1 = require("./reportUIOptionsReducer");
 const updateReportUIOptionIsCompareModeEpic = (actions$, state) => actions$.pipe((0, operators_1.filter)(reportUIOptionsReducer_1.updateReportUIOptionCompareMode.match), (0, operators_1.switchMap)((action) => {
     const { additionalBalances } = action.payload;
@@ -18,11 +19,7 @@ const updateReportUIOptionIsCompareModeEpic = (actions$, state) => actions$.pipe
         ? 'this_period_vs_last_period_percent'
         : 'this_period_vs_last_period';
     const financeStatementState = (0, financeStatementSelector_1.getFinanceStatement)(state.value);
-    const filteredFinanceAdditionalBalances = additionalBalances.filter((balance) => balance !== 'this_period_vs_last_period' &&
-        balance !== 'this_period_vs_last_period_percent');
-    const financeAdditionalBalances = isCompareModeOn
-        ? [...filteredFinanceAdditionalBalances, additionalBalance]
-        : filteredFinanceAdditionalBalances;
+    const financeAdditionalBalances = (0, financeStatementCompareBalances_1.getFinanceStatementAdditionalBalances)(additionalBalances, isCompareModeOn, additionalBalance);
     return (0, rxjs_1.of)((0, netBurnOrIncomeReducer_1.updateNetBurnOrIncomeAdditionalBalancesSelection)({
         isCompareModeOn,
         additionalBalances: isCompareModeOn ? [additionalBalance] : [],

package/lib/view/reportUIOptions/updateReportUIOptionIsCompareModeOnEpic.js

@@ -10,22 +10,18 @@ const financeStatementSelector_1 = require("../financeStatement/financeStatement
 const netBurnOrIncomeReducer_1 = require("../netBurnOrIncome/netBurnOrIncomeReducer");
 const opExReducer_1 = require("../opEx/opExReducer");
 const revenueReducer_1 = require("../revenue/revenueReducer");
+const financeStatementCompareBalances_1 = require("./financeStatementCompareBalances");
 const reportUIOptionsReducer_1 = require("./reportUIOptionsReducer");
 const updateReportUIOptionIsCompareModeOnEpic = (actions$, state) => actions$.pipe((0, operators_1.filter)(reportUIOptionsReducer_1.updateReportUIOptionIsCompareModeOn.match), (0, operators_1.switchMap)((action) => {
     const { additionalBalances } = action.payload;
+    const compareBalanceFromMode = state.value.reportUIOptionsState.compareMode === 'compare_mode_percent'
+        ? 'this_period_vs_last_period_percent'
+        : 'this_period_vs_last_period';
     const additionalBalance = action.payload.isCompareModeOn
-        ? state.value.reportUIOptionsState.compareMode ===
-            'compare_mode_percent'
-            ? ['this_period_vs_last_period_percent']
-            : ['this_period_vs_last_period']
+        ? [compareBalanceFromMode]
         : [];
     const financeStatementState = (0, financeStatementSelector_1.getFinanceStatement)(state.value);
-    const filteredFinanceAdditionalBalances = additionalBalances.filter((balance) => balance !== 'this_period_vs_last_period' &&
-        balance !== 'this_period_vs_last_period_percent');
-    const financeAdditionalBalances = [
-        ...filteredFinanceAdditionalBalances,
-        ...additionalBalance,
-    ];
+    const financeAdditionalBalances = (0, financeStatementCompareBalances_1.getFinanceStatementAdditionalBalances)(additionalBalances, action.payload.isCompareModeOn, compareBalanceFromMode);
     const actions = [
         (0, netBurnOrIncomeReducer_1.updateNetBurnOrIncomeAdditionalBalancesSelection)({
             isCompareModeOn: action.payload.isCompareModeOn,

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

@@ -9,7 +9,6 @@ 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;
@@ -177,43 +176,6 @@ 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>, 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>, createTransactionAttachmentUploadFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[failedAttachmentFileNames: string[]], {
-    failedAttachmentFileNames: string[];
-}, "transactionDetail/createTransactionAttachmentUploadFailure", never, never>;
+}, "transactionDetail/toggleSplitEditMode", never, never>;
 declare const _default: import("redux").Reducer<TransactionDetailState>;
 export default _default;

package/lib/view/transactionDetail/transactionDetailReducer.js

@@ -4,13 +4,11 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-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.createTransactionAttachmentUploadFailure = exports.fetchVendorRecommendationsForCreateTransaction = exports.clearRecommendationsForCreateTransactionLines = exports.setRecommendationsForCreateTransactionLines = exports.createTransactionSuccessOrFailure = void 0;
+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;
 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 = {
@@ -19,10 +17,6 @@ exports.initialState = {
         fetchState: 'Not-Started',
         attachmentDataByID: {},
     },
-    createTransactionsState: {
-        createStatus: { fetchState: 'Not-Started' },
-        newTransactionState: (0, createTransactionLocalDataHelper_1.getInitialCreateTransactionLocalDataByType)(),
-    },
 };
 const transactionDetail = (0, toolkit_1.createSlice)({
     name: 'transactionDetail',
@@ -842,196 +836,6 @@ 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 } };
-            },
-        },
-        /** Trigger only -- createTransactionAttachmentUploadFailureEpic raises the snackbar. */
-        createTransactionAttachmentUploadFailure: {
-            reducer(
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _draft, 
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _action) {
-                // no-op
-            },
-            prepare(failedAttachmentFileNames) {
-                return { payload: { failedAttachmentFileNames } };
-            },
-        },
-        /**
-         * 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];
-                // Clear first: on vendor A -> B, A's prefill is no longer empty, so B's would never
-                // replace it. Fields the user picked carry no prefill flag and survive the clear.
-                current.lines = current.lines.map((line) => lineIds.includes(line.id)
-                    ? (0, createTransactionLocalDataHelper_1.applyRecommendationsToCreateTransactionLine)((0, createTransactionLocalDataHelper_1.clearRecommendationsFromCreateTransactionLine)(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;
-                    // The API will not return a QBO-only row until delta sync, so the optimistic insert
-                    // is marked fetched: detail local data can be saved and a fetch is a cache hit.
-                    draft.transactionDetailById[(0, transactionDetailState_1.getTransactionDetailKey)(createdTransactionId)] = {
-                        ...transactionDetailState_1.initialSupportedTransactionDetail,
-                        fetchState: 'Completed',
-                        transactionId: createdTransactionId,
-                    };
-                }
-            },
-            prepare(fetchState, createdTransactionId, error) {
-                return { payload: { fetchState, createdTransactionId, error } };
-            },
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(rootActions_1.clearAll, (draft) => {
@@ -1039,7 +843,7 @@ 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, 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.createTransactionAttachmentUploadFailure = _a.createTransactionAttachmentUploadFailure;
+_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.default = transactionDetail.reducer;
 function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
     const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';

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

@@ -11,7 +11,6 @@ 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>;
@@ -45,22 +44,11 @@ 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": "5.2.89-beta0KB",
+  "version": "5.2.89-beta0MM",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",

package/lib/entity/transaction/stateTypes/printStatus.d.ts

@@ -1,4 +0,0 @@
-declare const toPrintStatusInternal: (v: string) => "NotSet" | "NeedToPrint" | "PrintComplete";
-export declare const toPrintStatus: (v?: string) => "NotSet" | "NeedToPrint" | "PrintComplete" | undefined;
-export type PrintStatus = ReturnType<typeof toPrintStatusInternal>;
-export {};

package/lib/entity/transaction/stateTypes/printStatus.js

@@ -1,11 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.toPrintStatus = void 0;
-const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-// QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
-// transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
-const ALL_PRINT_STATUSES = ['NotSet', 'NeedToPrint', 'PrintComplete'];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toPrintStatusInternal = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PRINT_STATUSES);
-const toPrintStatus = (v) => v == null ? undefined : (0, stringToUnion_1.stringToUnionStrict)(v, ALL_PRINT_STATUSES);
-exports.toPrintStatus = toPrintStatus;

package/lib/esm/entity/transaction/stateTypes/printStatus.js

@@ -1,7 +0,0 @@
-import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
-// QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
-// transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
-const ALL_PRINT_STATUSES = ['NotSet', 'NeedToPrint', 'PrintComplete'];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toPrintStatusInternal = (v) => stringToUnion(v, ALL_PRINT_STATUSES);
-export const toPrintStatus = (v) => v == null ? undefined : stringToUnionStrict(v, ALL_PRINT_STATUSES);