@zeniai/client-epic-state 5.1.93 → 5.1.95-betaAK0

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

@@ -2,6 +2,7 @@ import { createSelector } from '@reduxjs/toolkit';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
+import { getCompanyByCompanyId } from '../../../entity/company/companySelector';
 import { customerRatingValues, teamRatingValues, } from '../../../entity/customerSatisfaction/customerSatisfactionState';
 import { getUserByUserId, getUserName, getUserNameById, } from '../../../entity/user/userSelector';
 import { date as zeniDate } from '../../../zeniDayJS';
@@ -122,6 +123,29 @@ const getCategoryValueForCompany = (key, company) => {
     if (key === 'annualRecurringRevenue' || key === 'monthlyRecurringRevenue') {
         return company.primarySubscription?.summary.summary[key].amount.toString();
     }
+    if (key === 'productVerticals') {
+        const featuresActivationInfo = company.company.company.featuresActivationInfo;
+        const enabledVerticals = [];
+        if (featuresActivationInfo?.isBookkeepingEnabled === true) {
+            enabledVerticals.push('bookkeeping');
+        }
+        if (featuresActivationInfo?.isBillPayFeatureEnabled === true) {
+            enabledVerticals.push('billPay');
+        }
+        if (featuresActivationInfo?.isReimbursementFeatureEnabled === true) {
+            enabledVerticals.push('reimbursement');
+        }
+        if (featuresActivationInfo?.isTaxEnabled === true) {
+            enabledVerticals.push('tax');
+        }
+        if (featuresActivationInfo?.isPayrollEnabled === true) {
+            enabledVerticals.push('payroll');
+        }
+        if (featuresActivationInfo?.isCfoEnabled === true) {
+            enabledVerticals.push('cfo');
+        }
+        return enabledVerticals;
+    }
     return company.company.company.managementInfo[key];
 };
 const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredCompanies = [], index = 0) => {
@@ -192,6 +216,8 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
     updatedCompanies.forEach((company) => {
         switch (sortKey) {
             case 'companyName':
+            case 'productVerticals':
+            case 'realmId':
                 companiesWithSortKeyValue.push(company);
                 break;
             case 'status':
@@ -427,6 +453,12 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
                     primarySortValue = (company.company.company.companyInfo.bookCloseDate ??
                         zeniDate('1970-01-01T00:00:00.000Z')).valueOf();
                     break;
+                case 'productVerticals':
+                case 'realmId':
+                    // Not a meaningful sort axis (both are cockpit action columns);
+                    // keep stable order rather than falling through to the status/group
+                    // default sort.
+                    break;
                 case 'status':
                 default: {
                     isMultiSortApplicable = true;
@@ -480,3 +512,23 @@ export const getTotalRecurringRevenue = (companies) => companies.reduce((prev, c
         currencySymbol: '',
     },
 });
+export function getCompanyProductServicesUpdateStatus(state, companyId) {
+    return (state.companyViewState.managementView
+        .productServicesUpdateStatusByCompanyId[companyId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    });
+}
+export function getCompanyQboRealmIdUpdateStatus(state, companyId) {
+    return (state.companyViewState.managementView.qboRealmIdUpdateStatusByCompanyId[companyId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    });
+}
+// Cockpit populates companyState (with a companyId->tenantId mapping) but not
+// tenantState, so resolve from company first and fall back to tenant.
+export function resolveTenantIdByCompanyId(state, companyId) {
+    return (getCompanyByCompanyId(state.companyState, companyId)?.company.companyInfo
+        .tenantId ??
+        Object.values(state.tenantState.tenantsById).find((tenant) => tenant?.companyId === companyId)?.tenantId);
+}

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

@@ -1,4 +1,4 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
 const ALL_PORTFOLIO_SORT_KEYS = [
     'companyName',
     'cashBalance',
@@ -13,6 +13,8 @@ const ALL_MANAGEMENT_SORT_KEYS = [
     'status',
     'group',
     'plans',
+    'productVerticals',
+    'realmId',
     'controller',
     'customerSuccessManager',
     'reviewer',
@@ -83,3 +85,13 @@ export const MANAGEMENT_STATUS_CODES = [
     'terminated',
 ];
 export const toManagementStatusCodeType = (v) => stringToUnion(v, MANAGEMENT_STATUS_CODES);
+export const ALL_PRODUCT_VERTICALS = [
+    'bookkeeping',
+    'billPay',
+    'reimbursement',
+    'tax',
+    'payroll',
+    'cfo',
+];
+export const toProductVertical = (v) => stringToUnion(v, ALL_PRODUCT_VERTICALS);
+export const toProductVerticalStrict = (v) => stringToUnionStrict(v ?? '', ALL_PRODUCT_VERTICALS);

package/lib/esm/view/companyView/types/companyManagementViewState.js

@@ -19,6 +19,8 @@ export function getCompanyManagementPendingUpdates(companyId, state) {
 export const initialCompanyManagementView = {
     ...initialCommonState,
     updatesByCompanyId: {},
+    productServicesUpdateStatusByCompanyId: {},
+    qboRealmIdUpdateStatusByCompanyId: {},
     uiState: {
         sortKey: 'status',
         sortOrder: 'ascending',

package/lib/esm/view/financeStatement/financeStatementSelector.js

@@ -8,6 +8,8 @@ import { reduceAnyCompletedFetchState } from '../../commonStateTypes/reduceFetch
 import { toTimeframeTick, } from '../../commonStateTypes/timeframeTick';
 import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeriodHelpers';
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
+import { getBalanceSheetClassesView } from '../balanceSheetClassesView/balanceSheetClassesViewSelector';
+import { getBalanceSheetProjectView } from '../balanceSheetProjectView/balanceSheetProjectViewSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
 import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
@@ -37,7 +39,7 @@ function getFirstMonthOfFY(profitAndLossState, balanceSheetState, cashFlowState)
         cashFlowState.firstMonthOfFY ??
         1);
 }
-export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
+export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.balanceSheetClassesViewState, (state) => state.balanceSheetProjectViewState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, balanceSheetClassesViewState, balanceSheetProjectViewState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
     // to get min and max dates across three reports
     let allTimeframeTicks = [];
     let balancesInTimeframe = [];
@@ -77,6 +79,10 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         ? thisPeriod
         : undefined);
     const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
+    const balanceSheetClassFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetClassesViewState.uiState.classesToFilterOut);
+    const balanceSheetByClassReport = getBalanceSheetClassesView(balanceSheetClassFilter, accountState, classState, sectionsState, balanceSheetClassesViewState);
+    const balanceSheetProjectFilter = newBalancesFilterProjectView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetProjectViewState.uiState.projectsToFilterOut);
+    const balanceSheetByProjectReport = getBalanceSheetProjectView(balanceSheetProjectFilter, accountState, projectState, sectionProjectViewState, balanceSheetProjectViewState);
     const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
     const allReports = [
         profitAndLossReport.reducedAnyFetchState,
@@ -105,6 +111,18 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
                 error: balanceSheetReport.error,
             };
             break;
+        case 'balance_sheet_by_classes':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByClassReport.fetchState,
+                error: balanceSheetByClassReport.error,
+            };
+            break;
+        case 'balance_sheet_by_projects':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByProjectReport.fetchState,
+                error: balanceSheetByProjectReport.error,
+            };
+            break;
         case 'cash_flow':
             selectedReportAndTimeframeFetchState = {
                 fetchState: cashFlowReport.fetchState,
@@ -132,6 +150,8 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         profitAndLossByProjectReport,
         profitAndLossByClassHorizontalReport,
         balanceSheetReport,
+        balanceSheetByClassReport,
+        balanceSheetByProjectReport,
         cashFlowReport,
         filter,
         selectedReportId: financeStatementState.selectedReportId,

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteEpic.js

@@ -1,6 +1,8 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCreditNotes } from '../../../entity/invoicing/creditNote/creditNoteReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { localDataToCreateCreditNotePayload, } from './createCreditNotePayload';
 import { createCreditNoteFailure, createCreditNoteSuccess, submitCreateCreditNote, } from './createCreditNoteReducer';
@@ -15,9 +17,29 @@ export const createCreditNoteEpic = (actions$, state$, zeniAPI) => actions$.pipe
             return [
                 updateInvoicingCreditNotes([response.data], 'merge'),
                 createCreditNoteSuccess({ creditNoteId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_credit_note_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createCreditNoteFailure(response.status));
-    }), catchError((error) => of(createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createCreditNoteFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_credit_note_saved',
+                messageText: 'failed',
+                type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
+            }),
+        ]);
+    }), catchError((error) => from([
+        createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_credit_note_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

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

@@ -1,8 +1,10 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { extractInvoicingInvoiceAddresses } from '../../../entity/invoicing/invoice/invoicePayload';
 import { updateInvoices } from '../../../entity/invoicing/invoice/invoiceReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess, } from './createInvoiceReducer';
@@ -22,9 +24,29 @@ export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(f
                     status: response.data.status,
                 }),
                 createInvoiceSuccess({ invoiceId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_invoice_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createInvoiceFailure(response.status));
-    }), catchError((error) => of(createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createInvoiceFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_invoice_saved',
+                messageText: 'failed',
+                type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
+            }),
+        ]);
+    }), catchError((error) => from([
+        createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_invoice_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

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/discountAction/discountActionEpic.js

@@ -1,11 +1,31 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCoupons } from '../../../entity/invoicing/coupon/couponReducer';
-import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
 import { runInvoicingDiscountAction, runInvoicingDiscountActionFailure, runInvoicingDiscountActionSuccess, } from './discountActionReducer';
+/** Snackbar copy per action kind; unlisted kinds run without one. */
+const SNACKBAR_SECTION_BY_KIND = {
+    archive: 'invoicing_discount_archive',
+    delete: 'invoicing_discount_delete',
+    unarchive: 'invoicing_discount_unarchive',
+};
 export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingDiscountAction.match), mergeMap((action) => {
     const { action: kind, id } = action.payload;
     const requestBody = { action: kind };
+    const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
+    /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
+    const snackbar = (messageText, status) => snackbarSection == null
+        ? []
+        : [
+            openSnackbar({
+                messageSection: snackbarSection,
+                messageText,
+                type: messageText === 'success' ? 'success' : 'error',
+                variables: apiErrorSnackbarVariables(status),
+            }),
+        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/discounts/${encodeURIComponent(id)}/actions`;
     return zeniAPI
         .postAndGetJSON(apiUrl, requestBody)
@@ -14,15 +34,22 @@ export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => ac
             return [
                 updateInvoicingCoupons([response.data], 'merge'),
                 runInvoicingDiscountActionSuccess({ id }),
+                ...snackbar('success'),
             ];
         }
-        return of(runInvoicingDiscountActionFailure({
-            error: response.status,
+        return from([
+            runInvoicingDiscountActionFailure({
+                error: response.status,
+                id,
+            }),
+            ...snackbar('failed', response.status),
+        ]);
+    }), catchError((error) => from([
+        runInvoicingDiscountActionFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
+                JSON.stringify(error)),
             id,
-        }));
-    }), catchError((error) => of(runInvoicingDiscountActionFailure({
-        error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
-            JSON.stringify(error)),
-        id,
-    }))));
+        }),
+        ...snackbar('failed'),
+    ])));
 }));

package/lib/esm/view/invoicing/dunningAction/dunningActionEpic.js

@@ -1,10 +1,32 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingDunningCases } from '../../../entity/invoicing/dunningCase/dunningCaseReducer';
-import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
 import { runInvoicingDunningAction, runInvoicingDunningActionFailure, runInvoicingDunningActionSuccess, } from './dunningActionReducer';
+/**
+ * Snackbar copy is per action kind; anything not listed here runs without one.
+ */
+const SNACKBAR_SECTION_BY_KIND = {
+    cancel: 'invoicing_dunning_cancel',
+    resolve: 'invoicing_dunning_case_resolved',
+    retry: 'invoicing_dunning_retry',
+};
 export const runInvoicingDunningActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingDunningAction.match), mergeMap((action) => {
     const { action: kind, body, id } = action.payload;
+    const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
+    /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
+    const snackbar = (messageText, status) => snackbarSection == null
+        ? []
+        : [
+            openSnackbar({
+                messageSection: snackbarSection,
+                messageText,
+                type: messageText === 'success' ? 'success' : 'error',
+                variables: apiErrorSnackbarVariables(status),
+            }),
+        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/dunning/${encodeURIComponent(id)}/${kind}`;
     return zeniAPI
         .postAndGetJSON(apiUrl, (body ?? {}))
@@ -13,15 +35,22 @@ export const runInvoicingDunningActionEpic = (actions$, _state$, zeniAPI) => act
             return [
                 updateInvoicingDunningCases([response.data], 'merge'),
                 runInvoicingDunningActionSuccess({ id }),
+                ...snackbar('success'),
             ];
         }
-        return of(runInvoicingDunningActionFailure({
-            error: response.status,
+        return from([
+            runInvoicingDunningActionFailure({
+                error: response.status,
+                id,
+            }),
+            ...snackbar('failed', response.status),
+        ]);
+    }), catchError((error) => from([
+        runInvoicingDunningActionFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Dunning action REST API call errored out ' +
+                JSON.stringify(error)),
             id,
-        }));
-    }), catchError((error) => of(runInvoicingDunningActionFailure({
-        error: createZeniAPIStatus('Unexpected Error', 'Dunning action REST API call errored out ' +
-            JSON.stringify(error)),
-        id,
-    }))));
+        }),
+        ...snackbar('failed'),
+    ])));
 }));

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/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewPayload.js

@@ -80,6 +80,8 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
     }
     return payload;
 };
+/** `unit` is the item's unit of measure, not a currency; `CURRENCY_CODE` above prices sub-families. */
+const DEFAULT_CATALOG_ITEM_UNIT = 'USD';
 /**
  * Build the parent catalog-item request body from the form draft. Creates omit
  * both parent and sub-family IDs; edits retain returned sub-family IDs.
@@ -101,10 +103,9 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
     if (description != null) {
         itemPayload.description = description;
     }
-    const unit = trimOrUndefined(localData.unit);
-    if (unit != null) {
-        itemPayload.unit = unit;
-    }
+    // The form no longer collects a unit; an item that already has one keeps it.
+    itemPayload.unit =
+        trimOrUndefined(localData.unit) ?? DEFAULT_CATALOG_ITEM_UNIT;
     if (localData.itemApplicability === 'restricted' &&
         localData.applicableItems.length > 0) {
         itemPayload.applicable_items = localData.applicableItems;

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

@@ -1,7 +1,9 @@
-import { forkJoin, of } from 'rxjs';
+import { forkJoin, from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { mergeInvoicingPlanSubFamily, updateInvoicingPlans, } from '../../../entity/invoicing/plan/planReducer';
 import { updateInvoicingProducts } from '../../../entity/invoicing/product/productReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoicingCatalogItem } from '../invoicingCatalogListView/invoicingCatalogListViewReducer';
 import { localDataToSaveInvoicingCatalogItemPayload, } from './editInvoicingCatalogItemDetailViewPayload';
@@ -38,7 +40,15 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
                 const failedProductResponse = productResponses.find((productResponse) => !isSuccessResponse(productResponse) ||
                     productResponse.data == null);
                 if (failedProductResponse != null) {
-                    return of(submitInvoicingCatalogItemFormFailure(failedProductResponse.status));
+                    return from([
+                        submitInvoicingCatalogItemFormFailure(failedProductResponse.status),
+                        openSnackbar({
+                            messageSection: 'invoicing_catalog_item_saved',
+                            messageText: 'failed',
+                            type: 'error',
+                            variables: apiErrorSnackbarVariables(failedProductResponse.status),
+                        }),
+                    ]);
                 }
                 const savedProducts = productResponses.flatMap((productResponse) => productResponse.data != null ? [productResponse.data] : []);
                 const resultActions = [
@@ -65,6 +75,11 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
                             : 'plan';
                     resultActions.push(addInvoicingCatalogItem({ id: savedItem.id, type: itemType }));
                 }
+                resultActions.push(openSnackbar({
+                    messageSection: 'invoicing_catalog_item_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }));
                 return resultActions;
             };
             const productUpdates = saveInvoicingCatalogItem.match(action)
@@ -75,7 +90,22 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
             }
             return forkJoin(productUpdates.map((productUpdate) => zeniAPI.putAndGetJSON(`${baseUrl}/catalog/products/${encodeURIComponent(productUpdate.id)}`, productUpdate.data))).pipe(mergeMap(completeSave));
         }
-        return of(submitInvoicingCatalogItemFormFailure(response.status));
-    }), catchError((error) => of(submitInvoicingCatalogItemFormFailure(createZeniAPIStatus('Unexpected Error', 'Save catalog item REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            submitInvoicingCatalogItemFormFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_catalog_item_saved',
+                messageText: 'failed',
+                type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
+            }),
+        ]);
+    }), catchError((error) => from([
+        submitInvoicingCatalogItemFormFailure(createZeniAPIStatus('Unexpected Error', 'Save catalog item REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_catalog_item_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

package/lib/esm/view/invoicing/editInvoicingCouponDetailView/saveInvoicingCouponEpic.js

@@ -1,6 +1,8 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCoupons } from '../../../entity/invoicing/coupon/couponReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoicingCouponToList } from '../couponView/couponViewReducer';
 import { localDataToSaveInvoicingCouponPayload, } from './editInvoicingCouponDetailViewPayload';
@@ -43,8 +45,28 @@ export const saveInvoicingCouponEpic = (actions$, state$, zeniAPI) => actions$.p
                     status: couponPayload.status,
                 }));
             }
+            resultActions.push(openSnackbar({
+                messageSection: 'invoicing_coupon_saved',
+                messageText: 'success',
+                type: 'success',
+            }));
             return resultActions;
         }
-        return of(submitInvoicingCouponFormFailure(response.status));
-    }), catchError((error) => of(submitInvoicingCouponFormFailure(createZeniAPIStatus('Unexpected Error', 'Save coupon REST API call errored out ' + JSON.stringify(error))))));
+        return from([
+            submitInvoicingCouponFormFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_coupon_saved',
+                messageText: 'failed',
+                type: 'error',
+                variables: apiErrorSnackbarVariables(response.status),
+            }),
+        ]);
+    }), catchError((error) => from([
+        submitInvoicingCouponFormFailure(createZeniAPIStatus('Unexpected Error', 'Save coupon REST API call errored out ' + JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_coupon_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));