@zeniai/client-epic-state 5.1.81-betaAK4 → 5.1.81-betaAK6

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "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" | "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";
+export declare const toSnackbarMessageSection: (v: string) => "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" | "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";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -251,6 +251,14 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     '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',
 ];
 const toSnackbarMessageSection = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 exports.toSnackbarMessageSection = toSnackbarMessageSection;

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -248,6 +248,14 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     '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',
 ];
 export const toSnackbarMessageSection = (v) => stringToUnion(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 // Keeping this different from the message type, since we may not have messages in all instances

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

@@ -1,25 +1,52 @@
+import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getInvoicingCatalogListView, getInvoicingCatalogPrices, } from '../invoicingCatalogListView/invoicingCatalogListViewSelector';
 import { getInvoicingCustomerListView } from '../invoicingCustomerListView/invoicingCustomerListViewSelector';
 import { getInvoicingSettings } from '../settingsView/settingsViewSelector';
+/**
+ * Display name for a customer option: company, else the full name, else the
+ * email, else the raw id.
+ */
+const customerDisplayName = (customer) => {
+    const fullName = [customer.firstName, customer.lastName]
+        .filter((part) => part != null && part.trim() !== '')
+        .join(' ')
+        .trim();
+    const company = customer.company?.trim() ?? '';
+    const email = customer.email?.trim() ?? '';
+    return company !== ''
+        ? company
+        : fullName !== ''
+            ? fullName
+            : email !== ''
+                ? email
+                : customer.id;
+};
 /**
  * Single bundled view for the create-invoice screen — web-ui consumes only this.
  * Carries the form draft (`localData`), the option sources the form needs
- * (customers, catalog plans/products, settings), the create-invoice fetch
- * state/error, and the id of the invoice last created (`savedInvoiceId`, to
- * navigate on success). Returns raw entity lists; the screen maps them to its
- * option shapes.
+ * (customer picker rows, catalog plan names, products, settings), the
+ * create-invoice fetch state/error, and the id of the invoice last created
+ * (`savedInvoiceId`, to navigate on success).
  */
 export const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = getInvoicingCatalogListView(state);
-    const plans = getInvoicingCatalogPrices(catalogListView.plans);
     return {
-        customers: getInvoicingCustomerListView(state).customers,
+        customers: getInvoicingCustomerListView(state).customers.map((customer) => ({
+            billingAddress: customer.billingAddressId != null
+                ? getAddressByAddressId(state.addressState, customer.billingAddressId)
+                : undefined,
+            email: customer.email,
+            id: customer.id,
+            name: customerDisplayName(customer),
+        })),
         localData: createInvoiceState.formDraft,
-        planNames: plans
-            .map((plan) => plan.name ?? '')
-            .filter((name) => name !== ''),
-        plans,
+        planNames: catalogListView.plans.flatMap((plan) => (plan.subFamilies ?? [])
+            .filter((subFamily) => (subFamily.name ?? '') !== '')
+            .map((subFamily) => ({
+            planName: plan.name ?? '',
+            subFamilyName: subFamily.name ?? '',
+        }))),
         products: getInvoicingCatalogPrices(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: getInvoicingSettings(state),

package/lib/esm/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.js

@@ -116,17 +116,21 @@ export const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan',
 export const createSubFamilyFormToPayload = (itemId, itemType, values) => {
     const name = values.name.trim();
     const priceCode = trimOrUndefined(values.priceCode) ?? toProductCode(name);
+    const tiered = isTieredCatalogPricingModel(values.pricingModel);
     const payload = {
         currency_code: 'USD',
         free_quantity: Number(values.freeQuantity) || 0,
         is_taxable: true,
         item_id: itemId,
         name,
-        price: values.priceDollars?.amount ?? 0,
+        price: tiered ? 0 : (values.priceDollars?.amount ?? 0),
         price_code: priceCode,
         pricing_model: values.pricingModel || 'flat_fee',
         show_description_in_invoices: true,
     };
+    if (tiered) {
+        payload.tiers = (values.tiers ?? []).map(tierToPayload);
+    }
     const description = trimOrUndefined(values.description);
     if (description != null) {
         payload.description = description;

package/lib/esm/view/invoicing/invoicingConfigView/invoicingConfigViewSelector.js

@@ -1,10 +1,10 @@
 import { deriveInvoicingOnboardingStatus, } from './invoicingConfigViewPayload';
 export const getInvoicingConfigView = (state) => {
-    const configState = state.invoicingConfigViewState;
+    const { acceptTermsFetchState, enableFetchState, ...configState } = state.invoicingConfigViewState;
     return {
         ...configState,
-        acceptTermsState: configState.acceptTermsFetchState,
-        enableState: configState.enableFetchState,
+        acceptTermsState: acceptTermsFetchState,
+        enableState: enableFetchState,
         status: deriveInvoicingOnboardingStatus(configState.isInvoicingTosAccepted, configState.isInvoicingEnabled),
     };
 };

package/lib/esm/view/invoicing/invoicingQboView/epics/startInvoicingQboBackfillEpic.js

@@ -1,4 +1,4 @@
-import { from, of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
@@ -11,11 +11,15 @@ export const startInvoicingQboBackfillEpic = (actions$, _state$, zeniAPI) => act
     })
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
-            return of(startInvoicingQboBackfillSuccess(), fetchInvoicingQboSyncHealth(), openSnackbar({
-                messageSection: 'invoicing_qbo_backfill',
-                messageText: 'success',
-                type: 'success',
-            }));
+            return from([
+                startInvoicingQboBackfillSuccess(),
+                fetchInvoicingQboSyncHealth(),
+                openSnackbar({
+                    messageSection: 'invoicing_qbo_backfill',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
         }
         return from([
             startInvoicingQboBackfillFailure(response.status),

package/lib/esm/view/invoicing/issueCreditNote/issueCreditNoteSelector.js

@@ -1,13 +1,24 @@
 import { getInvoiceDetail } from '../invoiceDetail/invoiceDetailSelector';
-import { INVOICING_CREDIT_NOTE_REASON_CODES } from './issueCreditNoteFormConfig';
+import { INVOICING_CREDIT_NOTE_REASON_CODES, initialIssueCreditNoteFormLocalData, } from './issueCreditNoteFormConfig';
+/**
+ * The draft is a single global slice, so a draft seeded for a previously opened
+ * invoice can still be in state when another invoice's screen mounts. Anything
+ * that would render that stale draft next to this invoice is dropped until the
+ * screen re-seeds it for `invoiceId`.
+ */
 export const getIssueCreditNoteView = (state, invoiceId) => {
     const invoiceView = getInvoiceDetail(state, invoiceId);
     const { draft, error, fetchState, issuedCreditNoteId } = state.invoicingIssueCreditNoteState;
+    const isDraftForInvoice = draft.invoiceId === invoiceId;
     return {
         invoice: invoiceView.invoice,
-        isPageReady: invoiceView.fetchState === 'Completed' && draft.lineItems.length > 0,
+        isPageReady: invoiceView.fetchState === 'Completed' &&
+            isDraftForInvoice &&
+            draft.lineItems.length > 0,
         issuedCreditNoteId,
-        localData: draft,
+        localData: isDraftForInvoice
+            ? draft
+            : initialIssueCreditNoteFormLocalData(invoiceId),
         reasonCodeValues: [...INVOICING_CREDIT_NOTE_REASON_CODES],
         submitState: { error, fetchState },
         error: invoiceView.error,

package/lib/esm/view/invoicing/subscriptionAction/subscriptionActionEpic.js

@@ -1,13 +1,38 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { extractInvoicingSubscriptionAddresses } from '../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionPayload';
 import { updateInvoicingSubscriptions } from '../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { runInvoicingSubscriptionAction, runInvoicingSubscriptionActionFailure, runInvoicingSubscriptionActionSuccess, } from './subscriptionActionReducer';
+/**
+ * Each lifecycle action reports with its own copy. Keyed loosely because the
+ * action payload carries a plain `string`; an unmapped kind stays silent.
+ */
+const SNACKBAR_SECTION_BY_ACTION = {
+    activate: 'invoicing_subscription_activated',
+    cancel: 'invoicing_subscription_cancelled',
+    change_term_end: 'invoicing_subscription_term_end_changed',
+    pause: 'invoicing_subscription_paused',
+    reactivate: 'invoicing_subscription_reactivated',
+    remove_scheduled_cancellation: 'invoicing_subscription_cancellation_removed',
+    resume: 'invoicing_subscription_resumed',
+    set_non_renewing: 'invoicing_subscription_non_renewing',
+};
 export const runInvoicingSubscriptionActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingSubscriptionAction.match), mergeMap((action) => {
     const { action: kind, body, id } = action.payload;
     const requestBody = { action: kind, ...(body ?? {}) };
+    const snackbarSection = SNACKBAR_SECTION_BY_ACTION[kind];
+    const snackbar = (messageText) => snackbarSection == null
+        ? []
+        : [
+            openSnackbar({
+                messageSection: snackbarSection,
+                messageText,
+                type: messageText === 'success' ? 'success' : 'error',
+            }),
+        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/subscriptions/${encodeURIComponent(id)}/actions`;
     return zeniAPI
         .postAndGetJSON(apiUrl, requestBody)
@@ -17,15 +42,22 @@ export const runInvoicingSubscriptionActionEpic = (actions$, _state$, zeniAPI) =
                 updateInvoicingSubscriptions([response.data], 'merge'),
                 updateAddresses(extractInvoicingSubscriptionAddresses([response.data])),
                 runInvoicingSubscriptionActionSuccess({ id }),
+                ...snackbar('success'),
             ];
         }
-        return of(runInvoicingSubscriptionActionFailure({
-            error: response.status,
+        return from([
+            runInvoicingSubscriptionActionFailure({
+                error: response.status,
+                id,
+            }),
+            ...snackbar('failed'),
+        ]);
+    }), catchError((error) => from([
+        runInvoicingSubscriptionActionFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Subscription action REST API call errored out ' +
+                JSON.stringify(error)),
             id,
-        }));
-    }), catchError((error) => of(runInvoicingSubscriptionActionFailure({
-        error: createZeniAPIStatus('Unexpected Error', 'Subscription action REST API call errored out ' +
-            JSON.stringify(error)),
-        id,
-    }))));
+        }),
+        ...snackbar('failed'),
+    ])));
 }));

package/lib/index.d.ts

@@ -1071,7 +1071,7 @@ export type { InvoicingAuditFilters } from './view/invoicing/auditView/auditView
 export { getInvoicingAuditView } from './view/invoicing/auditView/auditViewSelector';
 export type { InvoicingAuditView } from './view/invoicing/auditView/auditViewSelector';
 export { getCreateInvoiceFormView } from './view/invoicing/createInvoice/createInvoiceSelector';
-export type { CreateInvoiceFormView } from './view/invoicing/createInvoice/createInvoiceSelector';
+export type { CreateInvoiceFormView, InvoicingCreateInvoiceCustomerOption, InvoicingPlanNameOption, } from './view/invoicing/createInvoice/createInvoiceSelector';
 export { getRecordPaymentFormView, getRecordPaymentInvoiceOptions, getRecordPaymentView, } from './view/invoicing/recordPayment/recordPaymentSelector';
 export type { InvoicingRecordPaymentView, RecordPaymentFormView, RecordPaymentInvoiceOption, } from './view/invoicing/recordPayment/recordPaymentSelector';
 export { initializeInvoicingCustomerAddress, resetEditInvoicingCustomerDetailView, submitInvoicingCustomerForm, submitInvoicingCustomerFormFailure, submitInvoicingCustomerFormSuccess, updateInvoicingCustomerFormDraft, } from './view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';

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

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

@@ -1,15 +1,30 @@
 import { ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { Address } from '../../../entity/address/addressState';
 import { InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
-import { InvoicingCustomer } from '../../../entity/invoicing/invoicingCustomer/invoicingCustomerState';
 import { InvoicingProduct } from '../../../entity/invoicing/product/productState';
 import { RootState } from '../../../reducer';
 import { InvoicingCreateInvoiceFormLocalData } from './createInvoiceState';
+/**
+ * One catalog plan price, split into its two naming parts so consumers can
+ * compose the label themselves (the plan family name and the sub-family/price
+ * name are separate columns in the catalog).
+ */
+export interface InvoicingPlanNameOption {
+    planName: string;
+    subFamilyName: string;
+}
+/** One customer row of the create-invoice customer picker. */
+export interface InvoicingCreateInvoiceCustomerOption {
+    id: ID;
+    name: string;
+    billingAddress?: Address;
+    email?: string;
+}
 export interface CreateInvoiceFormView extends SelectorView {
-    customers: InvoicingCustomer[];
+    customers: InvoicingCreateInvoiceCustomerOption[];
     localData: InvoicingCreateInvoiceFormLocalData;
-    planNames: string[];
-    plans: InvoicingProduct[];
+    planNames: InvoicingPlanNameOption[];
     products: InvoicingProduct[];
     savedInvoiceId?: ID;
     settings?: InvoicingSettingsPayload;
@@ -17,9 +32,8 @@ export interface CreateInvoiceFormView extends SelectorView {
 /**
  * Single bundled view for the create-invoice screen — web-ui consumes only this.
  * Carries the form draft (`localData`), the option sources the form needs
- * (customers, catalog plans/products, settings), the create-invoice fetch
- * state/error, and the id of the invoice last created (`savedInvoiceId`, to
- * navigate on success). Returns raw entity lists; the screen maps them to its
- * option shapes.
+ * (customer picker rows, catalog plan names, products, settings), the
+ * create-invoice fetch state/error, and the id of the invoice last created
+ * (`savedInvoiceId`, to navigate on success).
  */
 export declare const getCreateInvoiceFormView: (state: RootState) => CreateInvoiceFormView;

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

@@ -1,28 +1,55 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getCreateInvoiceFormView = void 0;
+const addressSelector_1 = require("../../../entity/address/addressSelector");
 const invoicingCatalogListViewSelector_1 = require("../invoicingCatalogListView/invoicingCatalogListViewSelector");
 const invoicingCustomerListViewSelector_1 = require("../invoicingCustomerListView/invoicingCustomerListViewSelector");
 const settingsViewSelector_1 = require("../settingsView/settingsViewSelector");
+/**
+ * Display name for a customer option: company, else the full name, else the
+ * email, else the raw id.
+ */
+const customerDisplayName = (customer) => {
+    const fullName = [customer.firstName, customer.lastName]
+        .filter((part) => part != null && part.trim() !== '')
+        .join(' ')
+        .trim();
+    const company = customer.company?.trim() ?? '';
+    const email = customer.email?.trim() ?? '';
+    return company !== ''
+        ? company
+        : fullName !== ''
+            ? fullName
+            : email !== ''
+                ? email
+                : customer.id;
+};
 /**
  * Single bundled view for the create-invoice screen — web-ui consumes only this.
  * Carries the form draft (`localData`), the option sources the form needs
- * (customers, catalog plans/products, settings), the create-invoice fetch
- * state/error, and the id of the invoice last created (`savedInvoiceId`, to
- * navigate on success). Returns raw entity lists; the screen maps them to its
- * option shapes.
+ * (customer picker rows, catalog plan names, products, settings), the
+ * create-invoice fetch state/error, and the id of the invoice last created
+ * (`savedInvoiceId`, to navigate on success).
  */
 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,
+        customers: (0, invoicingCustomerListViewSelector_1.getInvoicingCustomerListView)(state).customers.map((customer) => ({
+            billingAddress: customer.billingAddressId != null
+                ? (0, addressSelector_1.getAddressByAddressId)(state.addressState, customer.billingAddressId)
+                : undefined,
+            email: customer.email,
+            id: customer.id,
+            name: customerDisplayName(customer),
+        })),
         localData: createInvoiceState.formDraft,
-        planNames: plans
-            .map((plan) => plan.name ?? '')
-            .filter((name) => name !== ''),
-        plans,
+        planNames: catalogListView.plans.flatMap((plan) => (plan.subFamilies ?? [])
+            .filter((subFamily) => (subFamily.name ?? '') !== '')
+            .map((subFamily) => ({
+            planName: plan.name ?? '',
+            subFamilyName: subFamily.name ?? '',
+        }))),
         products: (0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: (0, settingsViewSelector_1.getInvoicingSettings)(state),

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.d.ts

@@ -1,7 +1,7 @@
 import { Amount } from '../../../commonStateTypes/amount';
 import type { InvoicingPlan } from '../../../entity/invoicing/plan/planState';
 import type { InvoicingProduct } from '../../../entity/invoicing/product/productState';
-import type { InvoicingCatalogItemFormSubFamily } from './editInvoicingCatalogItemDetailViewState';
+import type { InvoicingCatalogItemFormSubFamily, InvoicingCatalogItemFormTier } from './editInvoicingCatalogItemDetailViewState';
 export type CatalogDetailSubFamilyEditValues = InvoicingCatalogItemFormSubFamily;
 export interface CatalogDetailEditValues {
     applicableItems: string[];
@@ -46,6 +46,8 @@ export interface CreateSubFamilyFormValues {
     trialPeriod: string;
     trialPeriodUnit: string;
     priceDollars?: Amount;
+    /** Only sent for the tiered pricing models, which price per tier. */
+    tiers?: InvoicingCatalogItemFormTier[];
 }
 /** Build POST /catalog/products body for Create sub-family. */
 export declare const createSubFamilyFormToPayload: (itemId: string, itemType: string, values: CreateSubFamilyFormValues) => Record<string, unknown>;

package/lib/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.js

@@ -121,17 +121,21 @@ exports.catalogDetailEditValuesToSavePayload = catalogDetailEditValuesToSavePayl
 const createSubFamilyFormToPayload = (itemId, itemType, values) => {
     const name = values.name.trim();
     const priceCode = trimOrUndefined(values.priceCode) ?? toProductCode(name);
+    const tiered = (0, invoicingCatalogItemFormConfig_1.isTieredCatalogPricingModel)(values.pricingModel);
     const payload = {
         currency_code: 'USD',
         free_quantity: Number(values.freeQuantity) || 0,
         is_taxable: true,
         item_id: itemId,
         name,
-        price: values.priceDollars?.amount ?? 0,
+        price: tiered ? 0 : (values.priceDollars?.amount ?? 0),
         price_code: priceCode,
         pricing_model: values.pricingModel || 'flat_fee',
         show_description_in_invoices: true,
     };
+    if (tiered) {
+        payload.tiers = (values.tiers ?? []).map(tierToPayload);
+    }
     const description = trimOrUndefined(values.description);
     if (description != null) {
         payload.description = description;

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewSelector.d.ts

@@ -6,9 +6,11 @@ import { InvoicingConfigViewState } from './invoicingConfigViewState';
  * The whole config state plus what only the view layer needs: the derived
  * onboarding `status` and the shorter names consumers use for the two action
  * fetch states. Extending the state means every field the config API grows
- * reaches consumers without touching this selector.
+ * reaches consumers without touching this selector; the two internal
+ * `*FetchState` fields and the state's own validity predicate are omitted so
+ * each piece of data has exactly one public name.
  */
-export interface InvoicingConfigView extends InvoicingConfigViewState {
+export interface InvoicingConfigView extends Omit<InvoicingConfigViewState, 'acceptTermsFetchState' | 'enableFetchState' | 'hasValidState'> {
     acceptTermsState: FetchStateAndError;
     enableState: FetchStateAndError;
     status?: InvoicingOnboardingStatus;

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewSelector.js

@@ -3,11 +3,11 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getInvoicingConfigView = void 0;
 const invoicingConfigViewPayload_1 = require("./invoicingConfigViewPayload");
 const getInvoicingConfigView = (state) => {
-    const configState = state.invoicingConfigViewState;
+    const { acceptTermsFetchState, enableFetchState, ...configState } = state.invoicingConfigViewState;
     return {
         ...configState,
-        acceptTermsState: configState.acceptTermsFetchState,
-        enableState: configState.enableFetchState,
+        acceptTermsState: acceptTermsFetchState,
+        enableState: enableFetchState,
         status: (0, invoicingConfigViewPayload_1.deriveInvoicingOnboardingStatus)(configState.isInvoicingTosAccepted, configState.isInvoicingEnabled),
     };
 };

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewState.d.ts

@@ -38,6 +38,7 @@ export interface InvoicingConfigViewState extends FetchedState {
     invoicingTosAcceptanceTime?: string;
     invoicingTosAcceptanceUserAgent?: string;
     invoicingTosAcceptanceUserId?: string;
+    /** `undefined` means the config has not been loaded yet (cache marker). */
     isInvoicingEnabled?: boolean;
     isInvoicingSettingsSeeded?: boolean;
     isInvoicingTosAccepted?: boolean;

package/lib/view/invoicing/invoicingQboView/epics/startInvoicingQboBackfillEpic.js

@@ -14,11 +14,15 @@ const startInvoicingQboBackfillEpic = (actions$, _state$, zeniAPI) => actions$.p
     })
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
-            return (0, rxjs_1.of)((0, invoicingQboViewReducer_1.startInvoicingQboBackfillSuccess)(), (0, invoicingQboViewReducer_1.fetchInvoicingQboSyncHealth)(), (0, snackbarReducer_1.openSnackbar)({
-                messageSection: 'invoicing_qbo_backfill',
-                messageText: 'success',
-                type: 'success',
-            }));
+            return (0, rxjs_1.from)([
+                (0, invoicingQboViewReducer_1.startInvoicingQboBackfillSuccess)(),
+                (0, invoicingQboViewReducer_1.fetchInvoicingQboSyncHealth)(),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'invoicing_qbo_backfill',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
         }
         return (0, rxjs_1.from)([
             (0, invoicingQboViewReducer_1.startInvoicingQboBackfillFailure)(response.status),

package/lib/view/invoicing/issueCreditNote/issueCreditNoteSelector.d.ts

@@ -10,7 +10,10 @@ import { IssueCreditNoteFormLocalData } from './issueCreditNoteState';
  * as `submitState` so a save failure can't be mistaken for a load failure.
  */
 export interface IssueCreditNoteView extends SelectorView {
-    /** True once the invoice has loaded and the draft has line items to credit. */
+    /**
+     * True once the invoice has loaded and the draft for *this* invoice has line
+     * items to credit.
+     */
     isPageReady: boolean;
     localData: IssueCreditNoteFormLocalData;
     reasonCodeValues: string[];
@@ -18,4 +21,10 @@ export interface IssueCreditNoteView extends SelectorView {
     invoice?: InvoicingInvoice;
     issuedCreditNoteId?: ID;
 }
+/**
+ * The draft is a single global slice, so a draft seeded for a previously opened
+ * invoice can still be in state when another invoice's screen mounts. Anything
+ * that would render that stale draft next to this invoice is dropped until the
+ * screen re-seeds it for `invoiceId`.
+ */
 export declare const getIssueCreditNoteView: (state: RootState, invoiceId: ID) => IssueCreditNoteView;

package/lib/view/invoicing/issueCreditNote/issueCreditNoteSelector.js

@@ -3,14 +3,25 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getIssueCreditNoteView = void 0;
 const invoiceDetailSelector_1 = require("../invoiceDetail/invoiceDetailSelector");
 const issueCreditNoteFormConfig_1 = require("./issueCreditNoteFormConfig");
+/**
+ * The draft is a single global slice, so a draft seeded for a previously opened
+ * invoice can still be in state when another invoice's screen mounts. Anything
+ * that would render that stale draft next to this invoice is dropped until the
+ * screen re-seeds it for `invoiceId`.
+ */
 const getIssueCreditNoteView = (state, invoiceId) => {
     const invoiceView = (0, invoiceDetailSelector_1.getInvoiceDetail)(state, invoiceId);
     const { draft, error, fetchState, issuedCreditNoteId } = state.invoicingIssueCreditNoteState;
+    const isDraftForInvoice = draft.invoiceId === invoiceId;
     return {
         invoice: invoiceView.invoice,
-        isPageReady: invoiceView.fetchState === 'Completed' && draft.lineItems.length > 0,
+        isPageReady: invoiceView.fetchState === 'Completed' &&
+            isDraftForInvoice &&
+            draft.lineItems.length > 0,
         issuedCreditNoteId,
-        localData: draft,
+        localData: isDraftForInvoice
+            ? draft
+            : (0, issueCreditNoteFormConfig_1.initialIssueCreditNoteFormLocalData)(invoiceId),
         reasonCodeValues: [...issueCreditNoteFormConfig_1.INVOICING_CREDIT_NOTE_REASON_CODES],
         submitState: { error, fetchState },
         error: invoiceView.error,

package/lib/view/invoicing/subscriptionAction/subscriptionActionEpic.d.ts

@@ -2,8 +2,9 @@ import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { updateInvoicingSubscriptions } from '../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { runInvoicingSubscriptionAction, runInvoicingSubscriptionActionFailure, runInvoicingSubscriptionActionSuccess } from './subscriptionActionReducer';
-export type ActionType = ReturnType<typeof runInvoicingSubscriptionAction> | ReturnType<typeof runInvoicingSubscriptionActionSuccess> | ReturnType<typeof runInvoicingSubscriptionActionFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoicingSubscriptions>;
+export type ActionType = ReturnType<typeof runInvoicingSubscriptionAction> | ReturnType<typeof runInvoicingSubscriptionActionSuccess> | ReturnType<typeof runInvoicingSubscriptionActionFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoicingSubscriptions> | ReturnType<typeof openSnackbar>;
 export declare const runInvoicingSubscriptionActionEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/invoicing/subscriptionAction/subscriptionActionEpic.js

@@ -6,11 +6,36 @@ const operators_1 = require("rxjs/operators");
 const addressReducer_1 = require("../../../entity/address/addressReducer");
 const invoicingSubscriptionPayload_1 = require("../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionPayload");
 const invoicingSubscriptionReducer_1 = require("../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const subscriptionActionReducer_1 = require("./subscriptionActionReducer");
+/**
+ * Each lifecycle action reports with its own copy. Keyed loosely because the
+ * action payload carries a plain `string`; an unmapped kind stays silent.
+ */
+const SNACKBAR_SECTION_BY_ACTION = {
+    activate: 'invoicing_subscription_activated',
+    cancel: 'invoicing_subscription_cancelled',
+    change_term_end: 'invoicing_subscription_term_end_changed',
+    pause: 'invoicing_subscription_paused',
+    reactivate: 'invoicing_subscription_reactivated',
+    remove_scheduled_cancellation: 'invoicing_subscription_cancellation_removed',
+    resume: 'invoicing_subscription_resumed',
+    set_non_renewing: 'invoicing_subscription_non_renewing',
+};
 const runInvoicingSubscriptionActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(subscriptionActionReducer_1.runInvoicingSubscriptionAction.match), (0, operators_1.mergeMap)((action) => {
     const { action: kind, body, id } = action.payload;
     const requestBody = { action: kind, ...(body ?? {}) };
+    const snackbarSection = SNACKBAR_SECTION_BY_ACTION[kind];
+    const snackbar = (messageText) => snackbarSection == null
+        ? []
+        : [
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: snackbarSection,
+                messageText,
+                type: messageText === 'success' ? 'success' : 'error',
+            }),
+        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/subscriptions/${encodeURIComponent(id)}/actions`;
     return zeniAPI
         .postAndGetJSON(apiUrl, requestBody)
@@ -20,16 +45,23 @@ const runInvoicingSubscriptionActionEpic = (actions$, _state$, zeniAPI) => actio
                 (0, invoicingSubscriptionReducer_1.updateInvoicingSubscriptions)([response.data], 'merge'),
                 (0, addressReducer_1.updateAddresses)((0, invoicingSubscriptionPayload_1.extractInvoicingSubscriptionAddresses)([response.data])),
                 (0, subscriptionActionReducer_1.runInvoicingSubscriptionActionSuccess)({ id }),
+                ...snackbar('success'),
             ];
         }
-        return (0, rxjs_1.of)((0, subscriptionActionReducer_1.runInvoicingSubscriptionActionFailure)({
-            error: response.status,
+        return (0, rxjs_1.from)([
+            (0, subscriptionActionReducer_1.runInvoicingSubscriptionActionFailure)({
+                error: response.status,
+                id,
+            }),
+            ...snackbar('failed'),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, subscriptionActionReducer_1.runInvoicingSubscriptionActionFailure)({
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Subscription action REST API call errored out ' +
+                JSON.stringify(error)),
             id,
-        }));
-    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, subscriptionActionReducer_1.runInvoicingSubscriptionActionFailure)({
-        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Subscription action REST API call errored out ' +
-            JSON.stringify(error)),
-        id,
-    }))));
+        }),
+        ...snackbar('failed'),
+    ])));
 }));
 exports.runInvoicingSubscriptionActionEpic = runInvoicingSubscriptionActionEpic;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.81-betaAK4",
+  "version": "5.1.81-betaAK6",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",