@zeniai/client-epic-state 5.1.67 → 5.1.68-beta0ND

package/lib/view/companyView/epic/companyPassport/updateCompanyProductServicesEpic.js

@@ -0,0 +1,85 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCompanyProductServicesEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const updateCompanyProductServicesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCompanyProductServices.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, services } = action.payload;
+    const { isBookkeepingEnabled, isBillPayEnabled, isReimbursementEnabled } = services;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((tenant) => tenant?.companyId === companyId)?.tenantId;
+    // Send only the service-enable fields so the backend routes this through
+    // its isolated "enable services" path. Bookkeeping is a Tenant product
+    // flag and implies spend management; bill pay / reimbursement are Company
+    // feature flags.
+    const requestBody = {};
+    if (isBookkeepingEnabled != null) {
+        requestBody.is_book_keeping_enabled = isBookkeepingEnabled;
+        requestBody.is_spend_management_enabled = isBookkeepingEnabled;
+    }
+    if (isBillPayEnabled != null) {
+        requestBody.is_bill_pay_feature_enabled = isBillPayEnabled;
+    }
+    if (isReimbursementEnabled != null) {
+        requestBody.is_reimbursement_feature_enabled = isReimbursementEnabled;
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, requestBody)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            const companies = response.data?.companies ?? [];
+            if (companies.length > 0) {
+                const actions = [
+                    (0, companyReducer_1.updateCompanies)({
+                        payload: companies,
+                        schema: {},
+                    }),
+                ];
+                // The company response carries the company feature flags; the
+                // tenant product flags are not part of it, so merge them from
+                // the (now-succeeded) request values.
+                if (isBookkeepingEnabled != null && tenantId != null) {
+                    actions.push((0, tenantReducer_1.updateTenantProductSettings)({
+                        tenantId,
+                        isBookkeepingEnabled,
+                        isSpendManagementEnabled: isBookkeepingEnabled,
+                    }));
+                }
+                actions.push((0, companyViewReducer_1.updateCompanyProductServicesSuccess)());
+                actions.push((0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'product_services_update',
+                    messageText: 'success',
+                    type: 'success',
+                }));
+                return (0, rxjs_1.from)(actions);
+            }
+        }
+        return (0, rxjs_1.from)([
+            (0, companyViewReducer_1.updateCompanyProductServicesFailure)({
+                status: response.status,
+            }),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'product_services_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateCompanyProductServicesFailure)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Company Product Services errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'product_services_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateCompanyProductServicesEpic = updateCompanyProductServicesEpic;

package/lib/view/companyView/selector/companyManagementViewSelector.js

@@ -201,6 +201,7 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
     updatedCompanies.forEach((company) => {
         switch (sortKey) {
             case 'companyName':
+            case 'productVerticals':
                 companiesWithSortKeyValue.push(company);
                 break;
             case 'status':
@@ -436,6 +437,11 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
                     primarySortValue = (company.company.company.companyInfo.bookCloseDate ??
                         (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z')).valueOf();
                     break;
+                case 'productVerticals':
+                    // Not a meaningful sort axis (bookkeeping is tenant-level and not
+                    // in this view); keep stable order rather than falling through to
+                    // the status/group default sort.
+                    break;
                 case 'status':
                 default: {
                     isMultiSortApplicable = true;

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -4,9 +4,9 @@ import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscripti
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "expenses" | "runway" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "productVerticals" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "productVerticals" | "customerSuccessManager" | "issues" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "priority" | "tags" | "createdBy" | "dueDate" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;

package/lib/view/companyView/types/cockpitTypes.js

@@ -16,6 +16,7 @@ const ALL_MANAGEMENT_SORT_KEYS = [
     'status',
     'group',
     'plans',
+    'productVerticals',
     'controller',
     'customerSuccessManager',
     'reviewer',

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts

@@ -20,5 +20,6 @@ export interface CompanyPassportViewState extends CommonState, FetchedState {
         updateStatus: FetchStateAndError;
         localData?: PrimaryContactLocalData;
     };
+    productServicesUpdateStatus: FetchStateAndError;
 }
 export declare const initialCompanyPassportView: CompanyPassportViewState;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -12,6 +12,10 @@ exports.initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    productServicesUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     capitalizationThresholdUpdateStatus: {
         fetchState: 'Not-Started',
         error: undefined,

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

package/lib/view/invoicing/createInvoice/createInvoiceReducer.d.ts

@@ -5,6 +5,10 @@ import { CreateInvoiceState, InvoicingCreateInvoiceFormLocalData } from './creat
 export declare const initialState: CreateInvoiceState;
 export declare const createInvoice: import("@reduxjs/toolkit").ActionCreatorWithPayload<CreateInvoiceRequest, "invoicingCreateInvoice/createInvoice">, createInvoiceSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     invoiceId: ID;
-}, "invoicingCreateInvoice/createInvoiceSuccess">, createInvoiceFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCreateInvoice/createInvoiceFailure">, resetCreateInvoice: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCreateInvoice/resetCreateInvoice">, updateInvoicingCreateInvoiceFormDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCreateInvoiceFormLocalData, "invoicingCreateInvoice/updateInvoicingCreateInvoiceFormDraft">;
+}, "invoicingCreateInvoice/createInvoiceSuccess">, createInvoiceFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCreateInvoice/createInvoiceFailure">, fetchCreateInvoiceFormPage: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
+    cacheOverride: boolean;
+}], {
+    cacheOverride: boolean;
+}, "invoicingCreateInvoice/fetchCreateInvoiceFormPage", never, never>, resetCreateInvoice: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCreateInvoice/resetCreateInvoice">, updateInvoicingCreateInvoiceFormDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCreateInvoiceFormLocalData, "invoicingCreateInvoice/updateInvoicingCreateInvoiceFormDraft">;
 declare const _default: import("redux").Reducer<CreateInvoiceState>;
 export default _default;

package/lib/view/invoicing/createInvoice/createInvoiceReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateInvoicingCreateInvoiceFormDraft = exports.resetCreateInvoice = exports.createInvoiceFailure = exports.createInvoiceSuccess = exports.createInvoice = exports.initialState = void 0;
+exports.updateInvoicingCreateInvoiceFormDraft = exports.resetCreateInvoice = exports.fetchCreateInvoiceFormPage = exports.createInvoiceFailure = exports.createInvoiceSuccess = exports.createInvoice = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const createInvoiceFormConfig_1 = require("./createInvoiceFormConfig");
 exports.initialState = {
@@ -18,6 +18,20 @@ const createInvoiceSlice = (0, toolkit_1.createSlice)({
     name: 'invoicingCreateInvoice',
     initialState: exports.initialState,
     reducers: {
+        /**
+         * Trigger-only action for {@link fetchCreateInvoiceFormPageEpic}: fans out to
+         * the customer/plan/product/settings fetches, skipping any already cached
+         * unless `cacheOverride` is set. Holds no state of its own.
+         */
+        fetchCreateInvoiceFormPage: {
+            reducer() {
+                // No state mutation; fetchCreateInvoiceFormPageEpic fans out to the
+                // customer/plan/product/settings fetches in response to this action.
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
         updateInvoicingCreateInvoiceFormDraft(draft, action) {
             draft.formDraft = action.payload;
         },
@@ -41,5 +55,5 @@ const createInvoiceSlice = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = createInvoiceSlice.actions, exports.createInvoice = _a.createInvoice, exports.createInvoiceSuccess = _a.createInvoiceSuccess, exports.createInvoiceFailure = _a.createInvoiceFailure, exports.resetCreateInvoice = _a.resetCreateInvoice, exports.updateInvoicingCreateInvoiceFormDraft = _a.updateInvoicingCreateInvoiceFormDraft;
+_a = createInvoiceSlice.actions, exports.createInvoice = _a.createInvoice, exports.createInvoiceSuccess = _a.createInvoiceSuccess, exports.createInvoiceFailure = _a.createInvoiceFailure, exports.fetchCreateInvoiceFormPage = _a.fetchCreateInvoiceFormPage, exports.resetCreateInvoice = _a.resetCreateInvoice, exports.updateInvoicingCreateInvoiceFormDraft = _a.updateInvoicingCreateInvoiceFormDraft;
 exports.default = createInvoiceSlice.reducer;

package/lib/view/invoicing/createInvoice/createInvoiceSelector.d.ts

@@ -8,6 +8,7 @@ import { InvoicingCreateInvoiceFormLocalData } from './createInvoiceState';
 export interface CreateInvoiceFormView extends SelectorView {
     customers: InvoicingCustomer[];
     localData: InvoicingCreateInvoiceFormLocalData;
+    planNames: string[];
     plans: InvoicingProduct[];
     products: InvoicingProduct[];
     savedInvoiceId?: ID;

package/lib/view/invoicing/createInvoice/createInvoiceSelector.js

@@ -15,10 +15,14 @@ const settingsViewSelector_1 = require("../settingsView/settingsViewSelector");
 const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = (0, invoicingCatalogListViewSelector_1.getInvoicingCatalogListView)(state);
+    const plans = (0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(catalogListView.plans);
     return {
         customers: (0, invoicingCustomerListViewSelector_1.getInvoicingCustomerListView)(state).customers,
         localData: createInvoiceState.formDraft,
-        plans: (0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(catalogListView.plans),
+        planNames: plans
+            .map((plan) => plan.name ?? '')
+            .filter((name) => name !== ''),
+        plans,
         products: (0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: (0, settingsViewSelector_1.getInvoicingSettings)(state),

package/lib/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.d.ts

@@ -0,0 +1,15 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../reducer';
+import { fetchInvoicingCatalogPlanList, fetchInvoicingCatalogProductList } from '../../invoicingCatalogListView/invoicingCatalogListViewReducer';
+import { fetchInvoicingCustomerList } from '../../invoicingCustomerListView/invoicingCustomerListViewReducer';
+import { fetchInvoicingSettings } from '../../settingsView/settingsViewReducer';
+import { fetchCreateInvoiceFormPage } from '../createInvoiceReducer';
+export type ActionType = ReturnType<typeof fetchCreateInvoiceFormPage> | ReturnType<typeof fetchInvoicingCustomerList> | ReturnType<typeof fetchInvoicingCatalogPlanList> | ReturnType<typeof fetchInvoicingCatalogProductList> | ReturnType<typeof fetchInvoicingSettings>;
+/**
+ * Orchestrates the create-invoice form's option sources: on
+ * `fetchCreateInvoiceFormPage`, fans out to the customer, catalog plan, catalog
+ * product and settings fetches, skipping any already cached unless
+ * `cacheOverride` is set.
+ */
+export declare const fetchCreateInvoiceFormPageEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -0,0 +1,54 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCreateInvoiceFormPageEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const invoicingCatalogListViewReducer_1 = require("../../invoicingCatalogListView/invoicingCatalogListViewReducer");
+const invoicingCustomerListViewReducer_1 = require("../../invoicingCustomerListView/invoicingCustomerListViewReducer");
+const settingsViewReducer_1 = require("../../settingsView/settingsViewReducer");
+const createInvoiceReducer_1 = require("../createInvoiceReducer");
+/**
+ * Fetch unless the resource is already loaded or in flight — or always when the
+ * caller forces a refresh via `cacheOverride` (false on a plain page open, true
+ * to force a reload).
+ */
+const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
+    (fetchStateAndError.fetchState !== 'Completed' &&
+        fetchStateAndError.fetchState !== 'In-Progress');
+/**
+ * Orchestrates the create-invoice form's option sources: on
+ * `fetchCreateInvoiceFormPage`, fans out to the customer, catalog plan, catalog
+ * product and settings fetches, skipping any already cached unless
+ * `cacheOverride` is set.
+ */
+const fetchCreateInvoiceFormPageEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(createInvoiceReducer_1.fetchCreateInvoiceFormPage.match), (0, operators_1.mergeMap)((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const customerState = state.invoicingCustomerListViewState;
+    const catalogState = state.invoicingCatalogListViewState;
+    const settingsState = state.invoicingSettingsViewState;
+    const pageActions = [];
+    if (shouldFetch({ fetchState: customerState.fetchState, error: customerState.error }, cacheOverride)) {
+        pageActions.push((0, invoicingCustomerListViewReducer_1.fetchInvoicingCustomerList)({
+            filters: {},
+            keepExistingListItems: false,
+        }));
+    }
+    if (shouldFetch({ fetchState: catalogState.fetchState, error: catalogState.error }, cacheOverride)) {
+        pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
+            filters: { type: 'plan' },
+            keepExistingListItems: false,
+        }));
+    }
+    if (shouldFetch(catalogState.productFetchState, cacheOverride)) {
+        pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList)({
+            filters: { type: 'addon|charge' },
+            keepExistingListItems: false,
+        }));
+    }
+    if (shouldFetch({ fetchState: settingsState.fetchState, error: settingsState.error }, cacheOverride)) {
+        pageActions.push((0, settingsViewReducer_1.fetchInvoicingSettings)());
+    }
+    return (0, rxjs_1.from)(pageActions);
+}));
+exports.fetchCreateInvoiceFormPageEpic = fetchCreateInvoiceFormPageEpic;

package/lib/view/invoicing/editInvoicingCouponDetailView/editInvoicingCouponDetailViewPayload.js

@@ -12,7 +12,6 @@ const localDataToSaveInvoicingCouponPayload = (localData, isCreate) => {
         discount_type: localData.discountType,
         duration_type: localData.durationType,
         name: localData.name.trim(),
-        status: 'active',
     };
     if (isCreate) {
         data.id = localData.couponId.trim();

package/lib/view/spendManagement/billPay/billDetailView/billDetailViewSelector.d.ts

@@ -63,6 +63,7 @@ export interface ActorActivityWithUser {
     type: string;
     userId: ID;
     actor?: User;
+    isImplicitActor?: boolean;
     lastUpdateTime?: ZeniDate;
     subType?: string;
 }

package/lib/view/spendManagement/billPay/billDetailView/billDetailViewSelector.js

@@ -316,7 +316,7 @@ const checkApproveRejectBtnShow = (billActivities, isUserAdmin, signedInUser) =>
                             (actorActivity.subType === 'manager' ||
                                 actorActivity.subType === 'vendor_owner') &&
                             actorActivity.userId === null &&
-                            isAdminFallbackApprover &&
+                            isAdminFallbackApprover === true &&
                             isUserAdmin &&
                             signedInUser?.userId != null &&
                             signedInUser.userId !== sodExcludedApproverUserId) {
@@ -330,7 +330,7 @@ const checkApproveRejectBtnShow = (billActivities, isUserAdmin, signedInUser) =>
                     isUserAdmin &&
                     signedInUser?.userId != null &&
                     signedInUser.userId !== sodExcludedApproverUserId &&
-                    pendingStep.displayPendingApproverAsAdmin) {
+                    pendingStep.displayPendingApproverAsAdmin === true) {
                     isApprovalorRejectBtnVisible = true;
                     isMarkAsPaidBtnVisible = isLastApprovalStep;
                 }
@@ -365,7 +365,7 @@ const checkApproveRejectBtnShow = (billActivities, isUserAdmin, signedInUser) =>
                             (actorActivity.subType === 'manager' ||
                                 actorActivity.subType === 'vendor_owner') &&
                             actorActivity.userId === null &&
-                            isAdminFallbackApprover &&
+                            isAdminFallbackApprover === true &&
                             isUserAdmin &&
                             signedInUser?.userId != null &&
                             signedInUser.userId !== sodExcludedApproverUserId) {
@@ -379,7 +379,7 @@ const checkApproveRejectBtnShow = (billActivities, isUserAdmin, signedInUser) =>
                     isUserAdmin &&
                     signedInUser?.userId != null &&
                     signedInUser.userId !== sodExcludedApproverUserId &&
-                    stepWithStatus.displayPendingApproverAsAdmin) {
+                    stepWithStatus.displayPendingApproverAsAdmin === true) {
                     isApprovalorRejectBtnVisible = true;
                     isMarkAsPaidBtnVisible = true;
                 }

package/lib/view/spendManagement/billPay/billList/billListSelector.js

@@ -326,7 +326,7 @@ const getApproversOrRejectors = (billTransaction, entityApprovalStatusState, use
                     requireApprovalInfo = [stepsApprovalStatus[currentPendingStepIndex]];
                 }
                 requireApprovalInfo.forEach((approvalStep) => {
-                    if (approvers.displayPendingApproverAsAdmin) {
+                    if (approvers.displayPendingApproverAsAdmin === true) {
                         return;
                     }
                     const pendingActivities = approvalStep.actorsActivity.filter((activity) => activity.activity === 'pending');

package/lib/view/spendManagement/helpers.js

@@ -25,7 +25,7 @@ const isSodExcludedViewerBlocked = (sodExcludedApproverUserId, signedInUserId, s
     (0, exports.isUserActorOnApprovalStep)(sodExcludedApproverUserId, stepActorsActivity);
 exports.isSodExcludedViewerBlocked = isSodExcludedViewerBlocked;
 const isSodAdminFallbackEligibleForStep = (sodExcludedApproverUserId, isAdminFallbackApprover, stepActorsActivity = []) => {
-    if (sodExcludedApproverUserId == null || !isAdminFallbackApprover) {
+    if (sodExcludedApproverUserId == null || isAdminFallbackApprover !== true) {
         return false;
     }
     const pendingResolvedApprovers = stepActorsActivity.filter((activity) => activity.activity === 'pending' && getUserActorId(activity) != null);

package/lib/view/spendManagement/reimbursement/remiDetailView/remiDetailViewSelector.js

@@ -247,7 +247,7 @@ const checkApproveRejectBtnShow = (remiActivities, isUserAdmin, signedInUser) =>
                             actorActivity.subType === 'vendor_owner' ||
                             actorActivity.subType === 'manager_of_manager') &&
                         actorActivity.userId === null &&
-                        isAdminFallbackApprover &&
+                        isAdminFallbackApprover === true &&
                         isUserAdmin &&
                         signedInUser?.userId != null &&
                         signedInUser.userId !== sodExcludedApproverUserId) {
@@ -258,7 +258,7 @@ const checkApproveRejectBtnShow = (remiActivities, isUserAdmin, signedInUser) =>
                     isUserAdmin &&
                     signedInUser?.userId != null &&
                     signedInUser.userId !== sodExcludedApproverUserId &&
-                    pendingStep.displayPendingApproverAsAdmin) {
+                    pendingStep.displayPendingApproverAsAdmin === true) {
                     isApprovalorRejectBtnVisible = true;
                 }
             }
@@ -293,7 +293,7 @@ const checkApproveRejectBtnShow = (remiActivities, isUserAdmin, signedInUser) =>
                             actorActivity.subType === 'vendor_owner' ||
                             actorActivity.subType === 'manager_of_manager') &&
                         actorActivity.userId === null &&
-                        isAdminFallbackApprover &&
+                        isAdminFallbackApprover === true &&
                         isUserAdmin &&
                         signedInUser?.userId != null &&
                         signedInUser.userId !== sodExcludedApproverUserId) {
@@ -304,7 +304,7 @@ const checkApproveRejectBtnShow = (remiActivities, isUserAdmin, signedInUser) =>
                     isUserAdmin &&
                     signedInUser?.userId != null &&
                     signedInUser.userId !== sodExcludedApproverUserId &&
-                    stepWithStatus.displayPendingApproverAsAdmin) {
+                    stepWithStatus.displayPendingApproverAsAdmin === true) {
                     isApprovalorRejectBtnVisible = true;
                 }
             }

package/lib/view/spendManagement/reimbursement/remiListView/remiListSelector.js

@@ -245,7 +245,7 @@ const getApproversOrRejectors = (reimbursement, entityApprovalStatusState, userS
                     requireApprovalInfo = [stepsApprovalStatus[currentPendingStepIndex]];
                 }
                 requireApprovalInfo.forEach((approvalStep) => {
-                    if (approvers.displayPendingApproverAsAdmin) {
+                    if (approvers.displayPendingApproverAsAdmin === true) {
                         return;
                     }
                     const pendingActivities = approvalStep.actorsActivity.filter((activity) => activity.activity === 'pending');

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.67",
+  "version": "5.1.68-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",