@zeniai/client-epic-state 5.2.10 → 5.2.11-beta0ND

package/lib/esm/entity/invoicing/product/productPayload.js

@@ -1,6 +1,7 @@
 import { toAmount } from '../../../commonStateTypes/amount';
 import { defaultCustomerCurrency } from '../../../commonStateTypes/currencyHelper';
 import { date } from '../../../zeniDayJS';
+import { firstSelectableInvoicingId } from '../invoicingCommonPayload';
 // ── Payload → State mappers (snake_case wire shape → camelCase domain shape) ──
 export const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbol) => ({
     price: toAmount(payload.price, currencyCode, currencySymbol),
@@ -10,11 +11,22 @@ export const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, curren
     pricingType: payload.pricing_type,
 });
 const mapInvoicingAccountingDetailPayloadToState = (payload) => ({
-    accountingCategory1: payload.accounting_category_1,
+    // The QuickBooks id first in both, for the reason `firstSelectableInvoicingId`
+    // documents: the form's pickers are keyed on it, so reading the internal id
+    // would leave the field blank over a mapping that exists.
+    accountingCategory1: firstSelectableInvoicingId([
+        payload.accounting_class?.qbo_id,
+        payload.accounting_class?.accounting_class_id,
+        payload.accounting_category_1,
+    ]),
     accountingCategory2: payload.accounting_category_2,
     accountingCategory3: payload.accounting_category_3,
     accountingCategory4: payload.accounting_category_4,
-    accountingCode: payload.accounting_code,
+    accountingCode: firstSelectableInvoicingId([
+        payload.account?.qbo_id,
+        payload.account?.account_id,
+        payload.accounting_code,
+    ]),
     sku: payload.sku,
 });
 export const mapInvoicingProductPayloadToState = (payload) => {

package/lib/esm/epic.js

@@ -310,8 +310,12 @@ import { issueCreditNoteEpic } from './view/invoicing/issueCreditNote/issueCredi
 import { runInvoicingPaymentActionEpic, } from './view/invoicing/paymentAction/paymentActionEpic';
 import { addPromotionalCreditsEpic, } from './view/invoicing/promotionalCreditAction/promotionalCreditActionEpic';
 import { recordPaymentEpic, } from './view/invoicing/recordPayment/recordPaymentEpic';
+import { connectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/connectInvoicingStripeEpic';
+import { disconnectInvoicingStripeEpic } from './view/invoicing/settingsView/epics/disconnectInvoicingStripeEpic';
+import { fetchInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic';
+import { saveInvoicingSettingsEpic } from './view/invoicing/settingsView/epics/saveInvoicingSettingsEpic';
+import { submitInvoicingQboSettingsEpic } from './view/invoicing/settingsView/epics/submitInvoicingQboSettingsEpic';
 import { initializeInvoicingBrandingAddressEpic, submitInvoicingBrandingFormEpic, } from './view/invoicing/settingsView/invoicingBrandingFormEpics';
-import { connectInvoicingStripeEpic, disconnectInvoicingStripeEpic, fetchInvoicingSettingsEpic, saveInvoicingSettingsEpic, } from './view/invoicing/settingsView/settingsViewEpics';
 import { runInvoicingSubscriptionActionEpic, } from './view/invoicing/subscriptionAction/subscriptionActionEpic';
 import { fetchMonthClosePerformanceTrendEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic';
 import { fetchMonthEndCloseChecksEpic, } from './view/monthEndCloseChecksView/epics/fetchMonthEndCloseChecksEpic';
@@ -386,6 +390,7 @@ import { fetchEntityRecommendationsByTransactionIdEpic, } from './view/recommend
 import { fetchEntityRecommendationsForLineUpdateEpic, } from './view/recommendation/fetchEntityRecommendationsForLineUpdateEpic';
 import { fetchRecommendationByEntityIdEpic, } from './view/recommendation/fetchRecommendationByEntityIdEpic';
 import { fetchRecommendationByEntityNameEpic, } from './view/recommendation/fetchRecommendationByEntityNameEpic';
+import { submitRecommendationFeedbackEpic, } from './view/recommendation/submitRecommendationFeedbackEpic';
 import { fetchReferralsEpic, } from './view/referralView/epics/fetchReferralsEpic';
 import { fetchRewardsPlanEpic, } from './view/referralView/epics/fetchRewardsPlanEpic';
 import { resendReferralInviteEpic, } from './view/referralView/epics/resendReferralInviteEpic';
@@ -1357,7 +1362,9 @@ const ALL_EPICS = [
     submitFeedbackEpic,
     submitIntlVerificationEpic,
     submitInvoicingBrandingFormEpic,
+    submitInvoicingQboSettingsEpic,
     submitQuestionEpic,
+    submitRecommendationFeedbackEpic,
     syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic,
     toggleReportUIOptionForecastModeEpic,

package/lib/esm/index.js

@@ -194,11 +194,11 @@ import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, }
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
-import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
 import { toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toMissingReceiptsSortKey as toExpenseAutomationMissingReceiptsSortKey, } from './view/expenseAutomationView/types/missingReceiptsViewState';
 import { toReconciliationTabsType, } from './view/expenseAutomationView/types/reconciliationViewState';
+import { DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, } from './view/expenseAutomationView/types/transactionGroup';
 import { toTransactionsTabKey as toExpenseAutomationTransactionsTabKey, toTransactionsSortKey, } from './view/expenseAutomationView/types/transactionsViewState';
 import { fetchRegisteredInterests, notifyMeForFeature, } from './view/featureNotificationView/featureNotificationViewReducer';
 import { getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, } from './view/featureNotificationView/featureNotificationViewSelector';
@@ -264,7 +264,7 @@ import { fetchProfitAndLossForTimeframeProjectView, fetchProfitAndLossProjectVie
 import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/profitAndLossProjectViewSelector';
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
+import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -629,7 +629,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };
@@ -849,15 +849,16 @@ export { getInvoicingCatalogItemDetail } from './view/invoicing/invoicingCatalog
 export { getInvoicingPlanById } from './entity/invoicing/plan/planSelector';
 export { getInvoicingProductById } from './entity/invoicing/product/productSelector';
 // ── Invoicing: settings ───────────────────────────────────────────────────────
-export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, updateInvoicingBrandingFormDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
-export { getInvoicingBrandingFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
+export { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetInvoicingQboSettingsDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, submitInvoicingQboSettings, updateInvoicingBrandingFormDraft, updateInvoicingQboSettingsDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
+export { getInvoicingBrandingFormView, getInvoicingQboSettingsFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
+export { entityToInvoicingQboSettingsLocalData, initialInvoicingQboSettingsLocalData, invoicingQboSettingsLocalDataToPayload, } from './view/invoicing/settingsView/invoicingQboSettingsFormConfig';
 export { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, initialInvoicingBrandingFormLocalData, } from './view/invoicing/settingsView/invoicingBrandingFormConfig';
 export { isStripeConnectedFromSettings } from './view/invoicing/settingsView/invoicingSettingsHelpers';
 // ── Invoicing: QBO integration ────────────────────────────────────────────────
 export { fetchInvoicingAccountingPickers, fetchInvoicingQboConnection, fetchInvoicingQboSyncHealth, retryInvoicingQboSyncTask, startInvoicingQboBackfill, } from './view/invoicing/invoicingQboView/invoicingQboViewReducer';
 export { INVOICING_INCOME_ACCOUNT_TYPES, invoicingAccountsForQboAccountTypes, } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
 export { getInvoicingQboView } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
-export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, withInvoicingQboAccountMappingId, } from './entity/invoicing/invoicingCommonPayload';
+export { INVOICING_QBO_CUSTOMER_MATCHING_MODES, getInvoicingQboAccountMappingId, toInvoicingNamedOptionsByKey, toInvoicingQboCustomerMatchingMode, } from './entity/invoicing/invoicingCommonPayload';
 // ── Invoicing: config ─────────────────────────────────────────────────────────
 export { acceptInvoicingTerms, enableInvoicing, fetchInvoicingConfig, resetInvoicingConfigActionStates, updateInvoicingConfig, } from './view/invoicing/invoicingConfigView/invoicingConfigViewReducer';
 export { getInvoicingConfigView } from './view/invoicing/invoicingConfigView/invoicingConfigViewSelector';

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -95,7 +95,10 @@ const companyMonthEndReportView = createSlice({
             },
         },
         saveCompanyMonthEndReport: {
-            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, tenantId) {
+            // The trailing pair is an object, not two more positional optionals: both
+            // are optional and neither is a distinct type, so a swapped call would
+            // compile silently.
+            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, options) {
                 return {
                     payload: {
                         recipientEmailList,
@@ -104,7 +107,8 @@ const companyMonthEndReportView = createSlice({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
-                        tenantId,
+                        tenantId: options?.tenantId,
+                        agentInsightEdits: options?.agentInsightEdits,
                     },
                 };
             },

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewState.js

@@ -18,6 +18,10 @@ export const toCompanyMonthEndReportData = (data) => {
             : undefined,
         draftUserId: data.draft_user_id,
         zeniRequestsData: data.zeni_requests_data ?? [],
+        agentInsightsEditedBy: data.agent_insights_edited_by ?? undefined,
+        agentInsightsEditedAt: data.agent_insights_edited_at != null
+            ? date(data.agent_insights_edited_at)
+            : undefined,
     };
 };
 export function toMonthEndHistoricData(data) {

package/lib/esm/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js

@@ -6,9 +6,10 @@ import { getAttachmentFileByFileId } from '../../../entity/file/fileSelector';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { saveCompanyMonthEndReport, updateCompanyMonthEndReportDataOnSaveSuccess, updateStatusForCompanyMonthEndReportOnSaveFailure, } from '../companyMonthEndReportViewReducer';
 export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveCompanyMonthEndReport.match), mergeMap((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
+    const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
@@ -27,15 +28,18 @@ export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject, agentInsightEdits),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     const query = { is_preview: isPreview };

package/lib/esm/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -7,6 +7,7 @@ import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
 import { updateMetaDataOnSendMonthEndReport } from '../../companyView/companyViewReducer';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { sendCompanyMonthEndReport, updateStatusForSendCompanyMonthEndReport, } from '../companyMonthEndReportViewReducer';
 export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(sendCompanyMonthEndReport.match), mergeMap((action) => {
     const { companyId, fileId, tenantId } = action.payload;
@@ -31,15 +32,18 @@ export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     return zeniAPI

package/lib/esm/view/companyMonthEndReportView/monthEndTemplateData.js

@@ -0,0 +1,32 @@
+/**
+ * The AI CFO (V2) month-end email renders its subject line from this merge var
+ * rather than from the generic `subject` key, so a subject typed in the cockpit
+ * has to be written here too or the sent email keeps the AI's original subject.
+ */
+export const AGENT_INSIGHTS_SUBJECT_KEY = 'agent_insights_subject';
+/**
+ * Build the `template_data` sent to the month-end email endpoint.
+ *
+ * Controller edits to the AI-generated insight fields are merged over the
+ * template data held in the store. The server sanitizes and persists whichever
+ * `agent_insights_*` keys are present, and the send path renders from the
+ * persisted draft — so only a save (`is_preview: false`) makes an edit stick.
+ */
+export const buildMonthEndTemplateData = (templateData, subject, agentInsightEdits) => {
+    const merged = {
+        ...templateData,
+        ...agentInsightEdits,
+        subject,
+    };
+    // Only for AI CFO drafts (the key is absent on legacy ones), never over an
+    // explicit edit to the field itself, and never with an empty value — on send
+    // the subject comes from store state and can be absent, which must not blank
+    // the AI's subject line.
+    if (AGENT_INSIGHTS_SUBJECT_KEY in merged &&
+        agentInsightEdits?.[AGENT_INSIGHTS_SUBJECT_KEY] == null &&
+        subject != null &&
+        subject !== '') {
+        merged[AGENT_INSIGHTS_SUBJECT_KEY] = subject;
+    }
+    return merged;
+};

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

@@ -1,3 +1,5 @@
+import { toAccountPayload } from '../../../entity/account/accountPayload';
+import { toClassBasePayload } from '../../../entity/class/classPayload';
 import { blankInvoicingCatalogSubFamily, isTieredCatalogPricingModel, } from './invoicingCatalogItemFormConfig';
 const CURRENCY_CODE = 'USD';
 const trimOrUndefined = (value) => value.trim() !== '' ? value.trim() : undefined;
@@ -7,20 +9,26 @@ const toProductCode = (value) => value
     .toLowerCase()
     .replace(/[^a-z0-9]+/g, '-')
     .replace(/^-|-$/g, '');
-const buildAccountingDetail = (subFamily) => {
+const buildAccountingDetail = (subFamily, lookup) => {
     const detail = {};
     if (subFamily.sku.trim() !== '') {
         detail.sku = subFamily.sku.trim();
     }
-    if (subFamily.accountingCode.trim() !== '') {
-        detail.accounting_code = subFamily.accountingCode.trim();
+    // The account and class travel as whole objects rather than bare codes, built
+    // by the same helpers the transaction and vendor payloads use. An id that no
+    // longer resolves is dropped: sending a code the service cannot expand is how
+    // a mapping silently lands on the wrong account.
+    const account = lookup.accountByQboId(subFamily.accountingCode.trim());
+    if (account != null) {
+        detail.account = toAccountPayload(account);
     }
-    if (subFamily.accountingCategory.trim() !== '') {
-        detail.accounting_category_1 = subFamily.accountingCategory.trim();
+    const accountingClass = lookup.classByQboId(subFamily.accountingCategory.trim());
+    if (accountingClass != null) {
+        detail.accounting_class = toClassBasePayload(accountingClass);
     }
     return Object.keys(detail).length > 0 ? detail : undefined;
 };
-const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
+const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues, lookup) => {
     const isAddon = localData.catalogType === 'addon';
     const tiered = isTieredCatalogPricingModel(subFamily.pricingModel);
     const name = subFamily.name.trim();
@@ -74,7 +82,7 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
             starting_unit: Number(tier.startingUnit) || 1,
         }));
     }
-    const accountingDetail = buildAccountingDetail(subFamily);
+    const accountingDetail = buildAccountingDetail(subFamily, lookup);
     if (accountingDetail != null) {
         payload.accounting_detail = accountingDetail;
     }
@@ -86,7 +94,7 @@ 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.
  */
-export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate) => {
+export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate, lookup) => {
     const description = trimOrUndefined(localData.description);
     const productCode = trimOrUndefined(localData.productCode) ?? toProductCode(localData.name);
     const itemPayload = {
@@ -114,7 +122,7 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
         ? localData.subFamilies
         : [blankInvoicingCatalogSubFamily()];
     itemPayload.sub_family_details = isCreate
-        ? subFamilies.map((subFamily) => buildSubFamilyPayload(localData, subFamily, false))
+        ? subFamilies.map((subFamily) => buildSubFamilyPayload(localData, subFamily, false, lookup))
         : subFamilies.map((subFamily) => {
             const priceCode = trimOrUndefined(subFamily.priceCode) ?? toProductCode(subFamily.name);
             const detail = {
@@ -124,6 +132,14 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
                 price_code: priceCode,
                 show_description_in_invoices: subFamily.showDescriptionInInvoices,
             };
+            // Edits send a narrower body than creates, but the accounting mapping
+            // is editable on this form, so leaving it out dropped the account and
+            // class the user had just picked. `null` rather than omitted when it is
+            // empty: an absent key on an update reads as "leave it alone", which
+            // would make a cleared mapping impossible to save — the same reason
+            // `description` and `invoice_notes` go through `trimOrNull`.
+            detail.accounting_detail =
+                buildAccountingDetail(subFamily, lookup) ?? null;
             const id = trimOrUndefined(subFamily.id);
             return id != null ? { ...detail, id } : detail;
         });

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

@@ -6,6 +6,7 @@ import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiE
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoicingCatalogItem } from '../invoicingCatalogListView/invoicingCatalogListViewReducer';
+import { invoicingQboAccountByQboId, invoicingQboClassByQboId, } from '../invoicingQboView/invoicingQboViewSelector';
 import { localDataToSaveInvoicingCatalogItemPayload, } from './editInvoicingCatalogItemDetailViewPayload';
 import { saveInvoicingCatalogItem, submitInvoicingCatalogItemForm, submitInvoicingCatalogItemFormFailure, submitInvoicingCatalogItemFormSuccess, } from './editInvoicingCatalogItemDetailViewReducer';
 export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter((action) => submitInvoicingCatalogItemForm.match(action) ||
@@ -20,7 +21,11 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
         const viewState = state$.value.editInvoicingCatalogItemDetailViewState;
         const localData = (id != null ? viewState.editDraftById[id] : viewState.newItemDraft) ??
             viewState.newItemDraft;
-        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null);
+        const state = state$.value;
+        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null, {
+            accountByQboId: (qboId) => invoicingQboAccountByQboId(state, qboId),
+            classByQboId: (qboId) => invoicingQboClassByQboId(state, qboId),
+        });
     }
     const baseUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0`;
     const path = id != null

package/lib/esm/view/invoicing/invoicingQboView/invoicingQboViewSelector.js

@@ -37,6 +37,46 @@ export const INVOICING_INCOME_ACCOUNT_TYPES = [
     'income',
     'other_income',
 ];
+/**
+ * The account behind a picker value. The pickers submit the QuickBooks id, so
+ * that is what callers hold; the payload builders need the whole entity to send
+ * `toAccountPayload`, which is why the lookup lives here next to the options.
+ */
+export const invoicingQboAccountByQboId = (state, qboId) => {
+    if (qboId == null || qboId === '') {
+        return undefined;
+    }
+    // `getAccountList` throws when a listed id is missing from the entity slice.
+    // That is survivable when looking one account up — the caller falls back to
+    // the id it already had — but not when it happens inside an epic, where the
+    // throw would take the whole request with it.
+    try {
+        const { accounts } = getAccountList(state.accountState, state.accountListState, INVOICING_ACCOUNT_LIST_KEY);
+        // Matched on any id the account is known by. The pickers submit `qboId`,
+        // but a mapping that arrived from the service can name the account by its
+        // platform id instead, and an account we cannot resolve is a mapping that
+        // cannot be sent as a record.
+        return accounts.find((account) => account.qboId === qboId ||
+            account.accountId === qboId ||
+            account.coaId === qboId);
+    }
+    catch {
+        return undefined;
+    }
+};
+/** The class behind a picker value, for the same reason as the account above. */
+export const invoicingQboClassByQboId = (state, qboId) => {
+    if (qboId == null || qboId === '') {
+        return undefined;
+    }
+    try {
+        const { classes } = getClassList(state.classState, state.classListState);
+        return classes.find((accountingClass) => accountingClass.qboId === qboId);
+    }
+    catch {
+        return undefined;
+    }
+};
 /**
  * Accounts and classes as the invoicing pickers need them. Both come from the
  * shared accounting-service lists, so whatever another screen already loaded

package/lib/esm/view/invoicing/settingsView/epics/connectInvoicingStripeEpic.js

@@ -0,0 +1,27 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { connectInvoicingStripe, fetchInvoicingSettings, invoicingStripeConnectionFailure, updateInvoicingStripeConnection, } from '../settingsViewReducer';
+export const connectInvoicingStripeEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(connectInvoicingStripe.match), mergeMap((action) => {
+    const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings/stripe-connect/setup`;
+    const { api_key, publishable_key, webhook_secret } = action.payload;
+    const body = {
+        api_key,
+        publishable_key,
+        ...(webhook_secret != null && webhook_secret !== ''
+            ? { webhook_secret }
+            : {}),
+    };
+    return zeniAPI
+        .postAndGetJSON(apiUrl, body)
+        .pipe(switchMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(updateInvoicingStripeConnection({
+                stripe_connected: response.data.stripe_connected,
+                publishable_key: response.data.publishable_key,
+            }), fetchInvoicingSettings());
+        }
+        return of(invoicingStripeConnectionFailure(response.status));
+    }), catchError((error) => of(invoicingStripeConnectionFailure(createZeniAPIStatus('Unexpected Error', 'Stripe connect setup REST API call errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/invoicing/settingsView/epics/disconnectInvoicingStripeEpic.js

@@ -0,0 +1,19 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { disconnectInvoicingStripe, fetchInvoicingSettings, invoicingStripeConnectionFailure, updateInvoicingStripeConnection, } from '../settingsViewReducer';
+export const disconnectInvoicingStripeEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(disconnectInvoicingStripe.match), mergeMap(() => {
+    const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings/stripe-connect/callback`;
+    return zeniAPI
+        .deleteAndGetJSON(apiUrl)
+        .pipe(switchMap((response) => {
+        if (isSuccessResponse(response)) {
+            return of(updateInvoicingStripeConnection({
+                stripe_connected: false,
+                publishable_key: '',
+            }), fetchInvoicingSettings());
+        }
+        return of(invoicingStripeConnectionFailure(response.status));
+    }), catchError((error) => of(invoicingStripeConnectionFailure(createZeniAPIStatus('Unexpected Error', 'Stripe disconnect REST API call errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic.js

@@ -0,0 +1,19 @@
+import { of } from 'rxjs';
+import { catchError, filter, switchMap } from 'rxjs/operators';
+import { updateAddresses } from '../../../../entity/address/addressReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, } from '../settingsViewReducer';
+export const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInvoicingSettings.match), switchMap(() => {
+    const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
+    return zeniAPI.getJSON(apiUrl).pipe(switchMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const address = response.data.address;
+            return [
+                ...(address != null ? [updateAddresses([address])] : []),
+                updateInvoicingSettings(response.data),
+            ];
+        }
+        return of(updateInvoicingSettingsFailure(response.status));
+    }), catchError((error) => of(updateInvoicingSettingsFailure(createZeniAPIStatus('Unexpected Error', 'Fetch settings REST API call errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/invoicing/settingsView/epics/saveInvoicingSettingsEpic.js

@@ -0,0 +1,39 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { apiErrorSnackbarVariables } from '../../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { saveInvoicingSettings, saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, } from '../settingsViewReducer';
+export const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(saveInvoicingSettings.match), mergeMap((action) => {
+    const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
+    const { settings, snackbarSection } = action.payload;
+    /** `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),
+            }),
+        ];
+    return zeniAPI
+        .putAndGetJSON(apiUrl, { ...settings })
+        .pipe(switchMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return from([
+                saveInvoicingSettingsSuccess(response.data),
+                ...snackbar('success'),
+            ]);
+        }
+        return from([
+            saveInvoicingSettingsFailure(response.status),
+            ...snackbar('failed', response.status),
+        ]);
+    }), catchError((error) => from([
+        saveInvoicingSettingsFailure(createZeniAPIStatus('Unexpected Error', 'Save settings REST API call errored out ' +
+            JSON.stringify(error))),
+        ...snackbar('failed'),
+    ])));
+}));

package/lib/esm/view/invoicing/settingsView/epics/settingsViewActionType.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/invoicing/settingsView/epics/submitInvoicingQboSettingsEpic.js

@@ -0,0 +1,25 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, mergeMap, withLatestFrom } from 'rxjs/operators';
+import { invoicingQboAccountByQboId } from '../../invoicingQboView/invoicingQboViewSelector';
+import { invoicingQboSettingsLocalDataToPayload } from '../invoicingQboSettingsFormConfig';
+import { saveInvoicingSettings, submitInvoicingQboSettings, } from '../settingsViewReducer';
+/**
+ * Saves the QBO local data. The screen fires this without a payload — the local
+ * data is already in the store, so sending it back through the action would make
+ * the page the carrier for state it does not own. Converting to the request body
+ * happens here too, keeping the wire shape out of the screen.
+ */
+export const submitInvoicingQboSettingsEpic = (actions$, state$) => actions$.pipe(filter(submitInvoicingQboSettings.match), withLatestFrom(state$), mergeMap(([, state]) => {
+    const { qboDraft } = state.invoicingSettingsViewState;
+    // No local data means the settings response has not landed, so there is
+    // nothing the user could have edited yet.
+    if (qboDraft == null) {
+        return EMPTY;
+    }
+    return of(saveInvoicingSettings({
+        settings: {
+            qbo: invoicingQboSettingsLocalDataToPayload(qboDraft, (accountId) => invoicingQboAccountByQboId(state, accountId)),
+        },
+        snackbarSection: 'invoicing_qbo_settings_save',
+    }));
+}));

package/lib/esm/view/invoicing/settingsView/invoicingQboSettingsFormConfig.js

@@ -0,0 +1,48 @@
+import { getInvoicingQboAccountMappingId, toInvoicingQboAccountMappingSlot, toInvoicingQboAccountMappingsPayload, } from '../../../entity/invoicing/invoicingCommonPayload';
+export const initialInvoicingQboSettingsLocalData = {
+    accountIdByMappingCode: {},
+    autoCreateItems: false,
+    closedPeriodVoidAsCreditMemo: false,
+    customerMatching: '',
+    isSyncEnabled: false,
+    syncStartDate: '',
+    trackingCategoriesEnabled: false,
+};
+/** The settings response as the page edits it. */
+export const entityToInvoicingQboSettingsLocalData = (qbo) => {
+    const accountMappings = qbo?.account_mappings ?? {};
+    const accountIdByMappingCode = {};
+    // Keyed by the slot the payload used, which is the config code the page will
+    // ask for — the reader tolerates the older `_id` form on the way in.
+    Object.keys(accountMappings).forEach((key) => {
+        const accountId = getInvoicingQboAccountMappingId(accountMappings, key);
+        if (accountId != null) {
+            accountIdByMappingCode[toInvoicingQboAccountMappingSlot(key)] = accountId;
+        }
+    });
+    return {
+        accountIdByMappingCode,
+        autoCreateItems: qbo?.auto_create_items === true,
+        closedPeriodVoidAsCreditMemo: qbo?.closed_period_void_as_credit_memo === true,
+        customerMatching: qbo?.customer_matching ?? '',
+        isSyncEnabled: qbo?.enabled === true,
+        syncStartDate: qbo?.sync_start_date ?? '',
+        trackingCategoriesEnabled: qbo?.tracking_categories_enabled === true,
+    };
+};
+/**
+ * The local data as the request body. `accountForId` turns each picked id into
+ * the whole account the service stores; it comes from the epic, which is where
+ * the account list is in reach.
+ */
+export const invoicingQboSettingsLocalDataToPayload = (localData, accountForId) => {
+    return {
+        account_mappings: toInvoicingQboAccountMappingsPayload(localData.accountIdByMappingCode, accountForId),
+        auto_create_items: localData.autoCreateItems,
+        closed_period_void_as_credit_memo: localData.closedPeriodVoidAsCreditMemo,
+        customer_matching: localData.customerMatching,
+        enabled: localData.isSyncEnabled,
+        sync_start_date: localData.syncStartDate !== '' ? localData.syncStartDate : null,
+        tracking_categories_enabled: localData.trackingCategoriesEnabled,
+    };
+};