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Create Expense Claim UI

Summary​

Employees can create a claim from the ESS inline form. The shared HR Operations component also contains a modal create presentation when rendered for an employee-only user.

Screen contract​

  • Purpose: submit a new Pending claim.
  • Navigation: Self Service > Expenses; compatibility employee presentation under HR Operations.
  • Intended users: authenticated employees.
  • Preconditions: tenant and claimant context; positive amount and category/domain inputs.
  • Main components: inline ESS form or compatibility modal.
  • Fields: category, amount, expense date, bill/reference number, description; compatibility mode locks employee selection to self.
  • Filters: none.
  • Actions: submit and reset after success; modal cancel.
  • Validation: ESS requires category and positive amount. Compatibility requires employee and positive amount. Domain validation adds claimant, category, amount, currency, and date rules.
  • Loading: no dedicated submit spinner is confirmed.
  • Empty: the form remains available when no rows exist.
  • Success: success notification/message, form reset, and list reload.
  • Error: ESS helper rejection or compatibility inline API error.
  • Permissions: self-service navigation declares create/view candidates; API authority parity requires confirmation.
  • API: ESS create through gateway to native Expense; compatibility modal posts to compatibility create.
  • Business rules: creation produces Pending, not Draft or Submitted, in the native model.

Screenshot placeholder: blank create form with no customer or financial data.

Requires confirmation​

Submit-progress handling, duplicate-submit prevention, category governance, and claimant mapping behavior require confirmation.

Source References​

  • UI/salary-ui/apps/client-hrms-portal/src/ess/EssPages.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/pages/hr/HrOperationsPage.tsx
  • microservices/src/gateway-api/EssEndpoints.cs
  • microservices/src/expense-service/Application/Commands/ExpenseClaimCommands.cs

See Also​

Keywords​

  • Expense UI
  • Create Claim

Revision Information​

  • Status: Draft
  • Last reviewed: 2026-07-16
  • Review cycle: Quarterly