@zeniai/client-epic-state 5.1.69 → 5.1.70-betaRD1

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

@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.isAiAccountantSchedule = void 0;
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
@@ -10,6 +11,7 @@ const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState")
 const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const accountSelector_1 = require("../../../entity/account/accountSelector");
 const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
+const jeSchedulesTypes_1 = require("../../../entity/jeSchedules/jeSchedulesTypes");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
@@ -18,6 +20,21 @@ const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/
 const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
+const jeNewScheduleViewSelector_1 = require("./jeNewScheduleViewSelector");
+// Matches the AI-automation user addresses webc's schedule list row already
+// checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
+// strings.ts aiBotEmail/botEmail) to determine whether a schedule was
+// created by the AI accountant vs. a human.
+const AI_BOT_EMAIL = 'ai@zeni.ai';
+const BOT_EMAIL = 'bot@zeni.ai';
+// Exported (rather than kept as a closure inside the selector) so it can be
+// unit-tested directly — confidenceScore is a separate, more narrowly
+// populated field that can be null on a schedule the bot user created,
+// which previously caused these schedules to display as "AI Accountant" in
+// the list but count under "Manual" in the KPI summary.
+const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
+    schedule.createdByUser?.email === BOT_EMAIL;
+exports.isAiAccountantSchedule = isAiAccountantSchedule;
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
@@ -59,7 +76,7 @@ function getJEScheduleSortAccessor(sortKey) {
         case 'totalAmount':
             return (s) => s.baseTransaction.amount.amount;
         case 'transactionDate':
-            return (s) => s.baseTransaction.date.valueOf();
+            return (s) => s.createTime?.valueOf();
         case 'memo':
             return (s) => s.baseTransaction.memo?.toLowerCase();
         default:
@@ -74,8 +91,12 @@ function getExpenseAutomationJESchedulesView(state) {
     const jeScheduledTransaction = [];
     const failedJeScheduledTransaction = [];
     const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
-    const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
+    const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, newSchedule, } = expenseAutomationJESchedulesViewState;
     const accountSettingsView = (0, jeAccountSettingsViewSelector_1.getJEAccountSettingsView)(state);
+    const newScheduleView = newSchedule.selectedDetailScheduleType === 'fixed_assets' ||
+        newSchedule.selectedDetailScheduleType === 'prepaid_expenses'
+        ? (0, jeNewScheduleViewSelector_1.getNewScheduleView)(state, newSchedule.selectedDetailScheduleType)
+        : undefined;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -119,11 +140,7 @@ function getExpenseAutomationJESchedulesView(state) {
         const jeScheduleDetails = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleKey, state);
         failedJeScheduledTransaction.push(jeScheduleDetails);
     });
-    const { sortKey, sortOrder } = uiState;
-    const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
-    const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
-    const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
-        schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
+    const { sortKey, sortOrder, selectedJETypeFilter } = uiState;
     const unsortedResolveSchedules = [];
     failedJeScheduledTransaction.forEach((schedule) => {
         schedule.scheduledJournalEntry.forEach((journalEntry) => {
@@ -136,9 +153,42 @@ function getExpenseAutomationJESchedulesView(state) {
     const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
     const validResolveForPending = unsortedResolveSchedules.filter((r) => jeScheduleLocalDataById[r.scheduledJournalEntry.scheduledJournalEntryID] != null);
     const pendingReviewSchedules = sortJEScheduledTransactions([
-        ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'),
+        ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft' &&
+            (selectedJETypeFilter == null ||
+                schedule.jeScheduleType === selectedJETypeFilter)),
         ...validResolveForPending,
     ], sortKey, sortOrder);
+    const createdSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => (schedule.status.code === 'ongoing' ||
+        schedule.status.code === 'completed' ||
+        schedule.status.code === 'marked_as_completed') &&
+        (selectedJETypeFilter == null ||
+            schedule.jeScheduleType === selectedJETypeFilter)), sortKey, sortOrder);
+    // KPI summary — derived from unfiltered schedules so counts are always accurate
+    const allSchedules = jeScheduledTransaction;
+    const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (schedule.baseTransaction.amount.amount ?? 0), 0);
+    const pendingReviewTotal = sumAmount(pendingReviewSchedules);
+    const createdTotal = sumAmount(createdSchedules);
+    const aiAccountantSchedules = allSchedules.filter(exports.isAiAccountantSchedule);
+    const manualSchedules = allSchedules.filter((schedule) => !(0, exports.isAiAccountantSchedule)(schedule));
+    const pendingUnfiltered = allSchedules.filter((schedule) => schedule.status.code === 'draft');
+    const kpiSummary = {
+        aiAccountant: {
+            count: aiAccountantSchedules.length,
+            amount: sumAmount(aiAccountantSchedules),
+        },
+        manual: {
+            count: manualSchedules.length,
+            amount: sumAmount(manualSchedules),
+        },
+        needsReview: {
+            count: pendingUnfiltered.length,
+            amount: sumAmount(pendingUnfiltered),
+        },
+        total: {
+            count: allSchedules.length,
+            amount: sumAmount(allSchedules),
+        },
+    };
     const allSteps = monthYearPeriodId != null
         ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
         : [];
@@ -151,6 +201,22 @@ function getExpenseAutomationJESchedulesView(state) {
         { fetchState, error },
         monthEndFetchState,
     ]);
+    const countByType = (schedules) => {
+        const counts = jeSchedulesTypes_1.ALL_SCHEDULES_TYPES.reduce((acc, type) => ({ ...acc, [type]: 0 }), {});
+        schedules.forEach((schedule) => {
+            if (schedule.jeScheduleType != null) {
+                counts[schedule.jeScheduleType] += 1;
+            }
+        });
+        return counts;
+    };
+    const jeScheduleTypeCounts = {
+        active: countByType(allSchedules.filter((schedule) => schedule.status.code === 'draft' ||
+            schedule.status.code === 'ongoing' ||
+            schedule.status.code === 'completed' ||
+            schedule.status.code === 'marked_as_completed')),
+        ongoing: countByType(allSchedules.filter((schedule) => schedule.status.code === 'ongoing')),
+    };
     return {
         uncategorizedAccounts,
         allDepreciationAccountList: filteredDepAccounts,
@@ -159,12 +225,15 @@ function getExpenseAutomationJESchedulesView(state) {
         allAccountList: filteredAccounts,
         accountListNestedAccountHierarchy,
         allClassList: allClasses,
-        completedSchedules,
-        draftSchedules,
-        ongoingSchedules,
+        createdSchedules,
+        createdTotal,
+        jeScheduleTypeCounts,
+        kpiSummary,
         pendingReviewSchedules,
+        pendingReviewTotal,
         resolveSchedules: resolveSchedules,
         accountSettingsView,
+        newScheduleView,
         postStatusById: postStatusById,
         ignoreStatusById: ignoreStatusById,
         fetchState: reducedFetchStatus.fetchState,

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

@@ -1,22 +1,28 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation } from '../../../commonStateTypes/recommendationBase';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { MonthYearPeriodId, ScheduleDaysOfMonth } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
-import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEScheduleTransactionKey, ScheduleJournalEntryStatusCodeType, ScheduleTransactionID, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+import { ZeniDate } from '../../../zeniDayJS';
+import { JETransactionLink } from '../../scheduleView/scheduleDetailView/scheduleDetailState';
+export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "jePostingDate" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
-export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
-export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
+export declare const toJEPageTab: (v: string) => "schedules" | "existing_schedules";
+export type JEPageTab = ReturnType<typeof toJEPageTab>;
 export interface JESchedulesViewUIState {
+    createdGroupCollapsed: boolean;
+    pendingGroupCollapsed: boolean;
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
     } | undefined;
     searchString: string;
-    selectedMainTab: JEScheduleMainTab;
+    selectedJETypeFilter: ScheduleTypes | null;
+    selectedPageTab: JEPageTab;
     sortKey: JEScheduleSortKey;
     sortOrder: SortOrder;
     totalCount: number;
@@ -37,10 +43,50 @@ export interface JESchedulesViewState extends FetchedState {
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
     jeScheduleTransactionKeysByPeriod: Record<MonthYearPeriodId, JEScheduleTransactionKey[]>;
+    newSchedule: NewJeScheduleState;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     uiState: JESchedulesViewUIState;
 }
+export interface NewJeDetailLocalData {
+    amount: Amount;
+    jeLink: JETransactionLink;
+    memo: string;
+    postingDate: ZeniDate;
+    postingStatus: ScheduleJournalEntryStatusCodeType;
+    runningBalance: Amount;
+}
+export interface NewScheduleLocalData {
+    jeScheduleDetails: NewJeDetailLocalData[];
+    scheduleType: ScheduleTypes;
+    lastDayOfMonth?: boolean;
+    selectedAccount?: ID;
+    selectedBaseTransactionId?: ScheduleTransactionID;
+    selectedClass?: ID;
+    selectedDate?: ZeniDate;
+    selectedDayOfMonth?: ScheduleDaysOfMonth;
+    selectedJEScheduleKey?: JEScheduleTransactionKey;
+    selectedMonths?: number;
+    selectedVendor?: VendorBase;
+}
+export interface NewScheduleLocalDataFixedAssets extends NewScheduleLocalData {
+    assetId?: string;
+    selectedAccumulatedDepreciationCategory?: ID;
+}
+export interface SearchTransactionsState extends FetchStateAndError {
+    searchResults: JEScheduleTransactionKey[];
+    searchString?: string;
+}
+export declare const MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;
+export interface NewJeScheduleState extends FetchStateAndError {
+    newScheduleState: {
+        fixed_assets: NewScheduleLocalDataFixedAssets;
+        prepaid_expenses: NewScheduleLocalData;
+    };
+    saveStatus: FetchStateAndError;
+    searchTransactions: SearchTransactionsState;
+    selectedDetailScheduleType?: ScheduleTypes;
+}
 export interface AccountSettingsLocalData {
     previousAccruedExpensesAccount: AccountBase[];
     previousFixedAssetsAccount: AccountBase[];

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toJEScheduleMainTab = exports.toJEScheduleSortKey = void 0;
+exports.MIN_NEW_SCHEDULE_SEARCH_LENGTH = exports.toJEPageTab = exports.toJEScheduleSortKey = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const JE_SCHEDULE_SORT_KEYS = [
     'vendor',
@@ -20,10 +20,7 @@ const JE_SCHEDULE_SORT_KEYS = [
 ];
 const toJEScheduleSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_SORT_KEYS);
 exports.toJEScheduleSortKey = toJEScheduleSortKey;
-const JE_SCHEDULE_MAIN_TABS = [
-    'pending_review',
-    'ongoing',
-    'completed',
-];
-const toJEScheduleMainTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_MAIN_TABS);
-exports.toJEScheduleMainTab = toJEScheduleMainTab;
+const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
+const toJEPageTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_PAGE_TABS);
+exports.toJEPageTab = toJEPageTab;
+exports.MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;

package/lib/view/invoicing/couponView/couponViewEpics.js

@@ -16,9 +16,6 @@ const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
         fetchStateAndError.fetchState !== 'In-Progress');
 const buildQuery = (filters, cursor, sort) => {
     const params = new URLSearchParams();
-    if (filters.status != null && filters.status.length > 0) {
-        params.set('status', filters.status);
-    }
     if (filters.search != null && filters.search.length > 0) {
         params.set('search', filters.search);
     }

package/lib/view/invoicing/couponView/couponViewReducer.d.ts

@@ -27,7 +27,7 @@ export declare const fetchInvoicingCouponList: import("@reduxjs/toolkit").Action
     ids: ID[];
     keepExistingListItems: boolean;
     nextCursor: string | null;
-}, "invoicingCouponView/updateInvoicingCouponList">, updateInvoicingCouponListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCouponView/updateInvoicingCouponListFailure">, fetchInvoicingCouponCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCouponView/fetchInvoicingCouponCounts">, updateInvoicingCouponCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingCouponView/updateInvoicingCouponCounts">, updateInvoicingCouponCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCouponView/updateInvoicingCouponCountsFailure">, updateInvoicingCouponFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCouponFilters, "invoicingCouponView/updateInvoicingCouponFilters">, addInvoicingCouponToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "invoicingCouponView/updateInvoicingCouponList">, updateInvoicingCouponListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCouponView/updateInvoicingCouponListFailure">, fetchInvoicingCouponCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCouponView/fetchInvoicingCouponCounts">, updateInvoicingCouponCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingCouponView/updateInvoicingCouponCounts">, updateInvoicingCouponCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCouponView/updateInvoicingCouponCountsFailure">, updateInvoicingCouponFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCouponFilters, "invoicingCouponView/updateInvoicingCouponFilters">, setInvoicingCouponActiveTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"active" | "inactive" | "all", "invoicingCouponView/setInvoicingCouponActiveTab">, addInvoicingCouponToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     id: ID;
     status?: InvoicingCouponStatus;
 }, "invoicingCouponView/addInvoicingCouponToList">, clearInvoicingCouponView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCouponView/clearInvoicingCouponView">;

package/lib/view/invoicing/couponView/couponViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearInvoicingCouponView = exports.addInvoicingCouponToList = exports.updateInvoicingCouponFilters = exports.updateInvoicingCouponCountsFailure = exports.updateInvoicingCouponCounts = exports.fetchInvoicingCouponCounts = exports.updateInvoicingCouponListFailure = exports.updateInvoicingCouponList = exports.fetchInvoicingCouponListPage = exports.fetchInvoicingCouponList = exports.initialState = void 0;
+exports.clearInvoicingCouponView = exports.addInvoicingCouponToList = exports.setInvoicingCouponActiveTab = exports.updateInvoicingCouponFilters = exports.updateInvoicingCouponCountsFailure = exports.updateInvoicingCouponCounts = exports.fetchInvoicingCouponCounts = exports.updateInvoicingCouponListFailure = exports.updateInvoicingCouponList = exports.fetchInvoicingCouponListPage = exports.fetchInvoicingCouponList = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 // The discounts-list tabs look up counts by tab id ('active' / 'inactive'),
 // while a coupon's status is 'active' | 'expired' | 'archived'. Collapse the
@@ -13,6 +13,7 @@ function couponStatusToTabCountKey(status) {
 exports.initialState = {
     fetchState: 'Not-Started',
     error: undefined,
+    activeTab: 'all',
     ids: [],
     nextCursor: null,
     filters: {},
@@ -91,6 +92,11 @@ const couponView = (0, toolkit_1.createSlice)({
         updateInvoicingCouponFilters(draft, action) {
             draft.filters = action.payload;
         },
+        // Select a status tab. The list API ignores `status` (returns all statuses),
+        // so the selector filters rows to this tab client-side — no refetch needed.
+        setInvoicingCouponActiveTab(draft, action) {
+            draft.activeTab = action.payload;
+        },
         // Reflect a newly created coupon in the cached discounts list + tab counts
         // so the list page shows it without refetching from the server. Edits keep
         // the same id/counts, so only creates dispatch this.
@@ -109,5 +115,5 @@ const couponView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = couponView.actions, exports.fetchInvoicingCouponList = _a.fetchInvoicingCouponList, exports.fetchInvoicingCouponListPage = _a.fetchInvoicingCouponListPage, exports.updateInvoicingCouponList = _a.updateInvoicingCouponList, exports.updateInvoicingCouponListFailure = _a.updateInvoicingCouponListFailure, exports.fetchInvoicingCouponCounts = _a.fetchInvoicingCouponCounts, exports.updateInvoicingCouponCounts = _a.updateInvoicingCouponCounts, exports.updateInvoicingCouponCountsFailure = _a.updateInvoicingCouponCountsFailure, exports.updateInvoicingCouponFilters = _a.updateInvoicingCouponFilters, exports.addInvoicingCouponToList = _a.addInvoicingCouponToList, exports.clearInvoicingCouponView = _a.clearInvoicingCouponView;
+_a = couponView.actions, exports.fetchInvoicingCouponList = _a.fetchInvoicingCouponList, exports.fetchInvoicingCouponListPage = _a.fetchInvoicingCouponListPage, exports.updateInvoicingCouponList = _a.updateInvoicingCouponList, exports.updateInvoicingCouponListFailure = _a.updateInvoicingCouponListFailure, exports.fetchInvoicingCouponCounts = _a.fetchInvoicingCouponCounts, exports.updateInvoicingCouponCounts = _a.updateInvoicingCouponCounts, exports.updateInvoicingCouponCountsFailure = _a.updateInvoicingCouponCountsFailure, exports.updateInvoicingCouponFilters = _a.updateInvoicingCouponFilters, exports.setInvoicingCouponActiveTab = _a.setInvoicingCouponActiveTab, exports.addInvoicingCouponToList = _a.addInvoicingCouponToList, exports.clearInvoicingCouponView = _a.clearInvoicingCouponView;
 exports.default = couponView.reducer;

package/lib/view/invoicing/couponView/couponViewSelector.d.ts

@@ -12,6 +12,7 @@ export declare const getInvoicingCouponListHasMore: (state: RootState) => boolea
 export declare const getInvoicingCouponListFilters: (state: RootState) => InvoicingCouponFilters;
 export declare const getInvoicingCouponCounts: (state: RootState) => InvoicingListCounts;
 export interface InvoicingCouponListView extends SelectorView {
+    activeTab: InvoicingCouponTabId;
     columns: InvoicingCouponColumnConfig[];
     count: InvoicingListCounts;
     countsFetchState: FetchStateAndError;

package/lib/view/invoicing/couponView/couponViewSelector.js

@@ -26,18 +26,31 @@ exports.getInvoicingCouponCounts = getInvoicingCouponCounts;
  * array (and the wrapping view object) keep referential identity until the
  * coupon entity slice or the list-view slice actually change.
  */
-exports.getInvoicingCouponListView = (0, toolkit_1.createSelector)((state) => state.invoicingCouponState, (state) => state.invoicingCouponViewState, (couponState, listViewState) => ({
-    columns: couponViewState_1.INVOICING_COUPON_COLUMNS,
-    coupons: listViewState.ids
+exports.getInvoicingCouponListView = (0, toolkit_1.createSelector)((state) => state.invoicingCouponState, (state) => state.invoicingCouponViewState, (couponState, listViewState) => {
+    const { activeTab } = listViewState;
+    const allCoupons = listViewState.ids
         .map((id) => couponState.couponByID[id])
-        .filter((item) => item != null),
-    count: listViewState.counts,
-    countsFetchState: listViewState.countsFetchState,
-    filters: listViewState.filters,
-    nextCursor: listViewState.nextCursor,
-    tabIds: couponViewState_1.INVOICING_COUPON_TABS,
-    fetchState: listViewState.fetchState,
-    error: listViewState.error,
-    sort: listViewState.sort,
-    version: 1.0,
-}));
+        .filter((item) => item != null);
+    // The list API ignores `status`, so it returns every status; filter to the
+    // active tab client-side. 'all' shows everything, 'active' shows only active
+    // coupons, and 'inactive' shows every non-active status (undefined included).
+    const coupons = activeTab === 'all'
+        ? allCoupons
+        : allCoupons.filter((coupon) => activeTab === 'active'
+            ? coupon.status === 'active'
+            : coupon.status !== 'active');
+    return {
+        activeTab,
+        columns: couponViewState_1.INVOICING_COUPON_COLUMNS,
+        coupons,
+        count: listViewState.counts,
+        countsFetchState: listViewState.countsFetchState,
+        filters: listViewState.filters,
+        nextCursor: listViewState.nextCursor,
+        tabIds: couponViewState_1.INVOICING_COUPON_TABS,
+        fetchState: listViewState.fetchState,
+        error: listViewState.error,
+        sort: listViewState.sort,
+        version: 1.0,
+    };
+});

package/lib/view/invoicing/couponView/couponViewState.d.ts

@@ -3,7 +3,6 @@ import { InvoicingListCounts } from '../../../entity/invoicing/invoicingCommonPa
 import { InvoicingListSort } from '../invoicingApiHelper';
 export interface InvoicingCouponFilters {
     search?: string;
-    status?: string;
 }
 export declare const ALL_INVOICING_COUPON_SORT_KEYS: readonly ["coupon_id", "name", "discount", "duration", "created", "valid_till", "apply_on", "status", "redemptions"];
 export declare const toInvoicingCouponSortKey: (v: string) => "status" | "name" | "redemptions" | "created" | "coupon_id" | "discount" | "duration" | "valid_till" | "apply_on";
@@ -31,6 +30,8 @@ export type InvoicingCouponTabId = ReturnType<typeof toInvoicingCouponTabId>;
  */
 export declare const INVOICING_COUPON_TABS: InvoicingCouponTabId[];
 export interface InvoicingCouponViewState extends FetchedState {
+    /** Selected status tab (CES-owned so it persists across page revisits). */
+    activeTab: InvoicingCouponTabId;
     counts: InvoicingListCounts;
     countsFetchState: FetchStateAndError;
     filters: InvoicingCouponFilters;

package/lib/view/invoicing/invoiceList/fetchInvoiceListEpic.d.ts

@@ -6,4 +6,4 @@ import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchInvoiceList, updateInvoiceList, updateInvoiceListFailure, updateInvoiceListFilters } from './invoiceListReducer';
 export type ActionType = ReturnType<typeof fetchInvoiceList> | ReturnType<typeof updateInvoiceList> | ReturnType<typeof updateInvoiceListFailure> | ReturnType<typeof updateInvoiceListFilters> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoices>;
-export declare const fetchInvoiceListEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
+export declare const fetchInvoiceListEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/invoicing/invoiceList/fetchInvoiceListEpic.js

@@ -9,10 +9,10 @@ const invoiceReducer_1 = require("../../../entity/invoicing/invoice/invoiceReduc
 const responsePayload_1 = require("../../../responsePayload");
 const invoicingApiHelper_1 = require("../invoicingApiHelper");
 const invoiceListReducer_1 = require("./invoiceListReducer");
-const buildInvoiceListQuery = (filters, cursor, sort) => {
+const buildInvoiceListQuery = (filters, status, cursor, sort) => {
     const params = new URLSearchParams();
-    if (filters.status != null && filters.status.length > 0) {
-        params.set('status', filters.status);
+    if (status != null && status.length > 0) {
+        params.set('status', status);
     }
     if (filters.customerId != null) {
         params.set('customer_id', filters.customerId);
@@ -36,9 +36,11 @@ const buildInvoiceListQuery = (filters, cursor, sort) => {
     (0, invoicingApiHelper_1.applyListSortParams)(params, sort);
     return params;
 };
-const fetchInvoiceListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoiceListReducer_1.fetchInvoiceList.match), (0, operators_1.switchMap)((action) => {
+const fetchInvoiceListEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoiceListReducer_1.fetchInvoiceList.match), (0, operators_1.switchMap)((action) => {
     const { filters, cursor, keepExistingListItems, sort } = action.payload;
-    const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/invoices`, buildInvoiceListQuery(filters, cursor, sort));
+    const { activeTab } = state$.value.invoicingInvoiceListState;
+    const status = activeTab !== 'all' ? activeTab : undefined;
+    const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/invoices`, buildInvoiceListQuery(filters, status, cursor, sort));
     return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const items = response.data?.items ?? [];

package/lib/view/invoicing/invoiceList/fetchInvoiceListPageEpic.js

@@ -19,8 +19,9 @@ const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
 const fetchInvoiceListPageEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(invoiceListReducer_1.fetchInvoiceListPage.match), (0, operators_1.mergeMap)((action) => {
     const { cacheOverride, filters, sort } = action.payload;
     const state = state$.value.invoicingInvoiceListState;
+    const activeTabState = state.invoiceByTab[state.activeTab];
     const pageActions = [];
-    if (shouldFetch({ fetchState: state.fetchState, error: state.error }, cacheOverride)) {
+    if (shouldFetch({ fetchState: activeTabState.fetchState, error: activeTabState.error }, cacheOverride)) {
         pageActions.push((0, invoiceListReducer_1.fetchInvoiceList)({ filters, sort }));
     }
     if (shouldFetch(state.countsFetchState, cacheOverride)) {

package/lib/view/invoicing/invoiceList/invoiceListReducer.d.ts

@@ -6,9 +6,10 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { InvoicingListSort } from '../invoicingApiHelper';
 import { InvoiceListFilters, InvoiceListState } from './invoiceListState';
 /**
- * Whether two invoice-list queries (filters + sort) would return the same list.
- * Used to invalidate the cached list when a page mounts with a different query
- * — e.g. the customer detail page after the main Invoices page, or vice versa.
+ * Whether two invoice-list queries share the same base (tab-independent) query.
+ * The status tab is server-side per-tab, so it is excluded here — when the base
+ * query changes (search / customer / subscription / dates / sort) every per-tab
+ * cache is stale and the reducer resets them all.
  */
 export declare const sameInvoiceListQuery: (a: {
     filters: InvoiceListFilters;
@@ -40,7 +41,7 @@ export declare const fetchInvoiceList: import("@reduxjs/toolkit").ActionCreatorW
     invoices: InvoicingInvoicePayload[];
     keepExistingListItems: boolean;
     nextCursor: string | null;
-}, "invoicingInvoiceList/updateInvoiceList">, updateInvoiceListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceListFailure">, fetchInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceCounts">, updateInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingInvoiceList/updateInvoiceCounts">, updateInvoiceCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceCountsFailure">, fetchInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceKPIs">, updateInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingInvoiceKPIs, "invoicingInvoiceList/updateInvoiceKPIs">, updateInvoiceKPIsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceKPIsFailure">, updateInvoiceListFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoiceListFilters, "invoicingInvoiceList/updateInvoiceListFilters">, addInvoiceToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "invoicingInvoiceList/updateInvoiceList">, updateInvoiceListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceListFailure">, fetchInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceCounts">, updateInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingInvoiceList/updateInvoiceCounts">, updateInvoiceCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceCountsFailure">, fetchInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceKPIs">, updateInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingInvoiceKPIs, "invoicingInvoiceList/updateInvoiceKPIs">, updateInvoiceKPIsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceKPIsFailure">, updateInvoiceListFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoiceListFilters, "invoicingInvoiceList/updateInvoiceListFilters">, setInvoiceActiveTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "voided" | "partially_paid" | "payment_due" | "not_paid" | "all", "invoicingInvoiceList/setInvoiceActiveTab">, addInvoiceToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     id: ID;
     status: InvoicingInvoiceStatus;
 }, "invoicingInvoiceList/addInvoiceToList">, clearInvoiceList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/clearInvoiceList">;