@zeniai/client-epic-state 5.2.11-beta0ND → 5.2.11-betaAM2

package/lib/entity/invoicing/invoicingCommonPayload.d.ts

@@ -1,5 +1,3 @@
-import { AccountBasePayload } from '../account/accountPayload';
-import { AccountBase } from '../account/accountState';
 import { AddressPayload } from '../address/addressPayload';
 export type InvoicingPriceType = 'tax_exclusive' | 'tax_inclusive';
 export declare const INVOICING_DUNNING_ACTIONS: readonly ["email_only", "email_and_retry", "do_nothing", "retry_only"];
@@ -94,38 +92,42 @@ export declare function toInvoicingQboCustomerMatchingMode(value: string): Invoi
  * A mapped account as the newer settings payload returns it: the platform id,
  * plus hydrated fields the client only displays.
  */
+export interface InvoicingQboMappedAccountPayload {
+    account_id?: string | null;
+    account_name?: string | null;
+    fully_qualified_name?: string | null;
+    qbo_id?: string | null;
+}
 /**
- * Account mappings as the service stores them: one entry per mapping kind the
- * config API defines, keyed by that kind's code (`deposit_account`,
- * `default_income_account`, …). The value is the whole account, or just its id
- * for a tenant whose backend has not rolled — both are read, and a save writes
- * the record.
- *
- * An index signature rather than a field list, because the config owns which
- * kinds exist: enumerating them here means a kind it adds gets dropped.
- */
-export type InvoicingQboAccountMappingsPayload = Record<string, Partial<AccountBasePayload> | string | null>;
-/**
- * The first id a picker can actually select. Callers list the QuickBooks id
- * first: the options are keyed on it, so a platform id selects nothing even when
- * it names the same record. Blank counts as absent.
+ * Account mappings arrive in two shapes. The original sends a bare id per slot
+ * (`deposit_account_id`); the newer one sends an object holding the platform id
+ * (`deposit_account: {account_id}`). Both are declared because a tenant can be
+ * served either depending on when its backend rolled, and a page that understands
+ * only one renders an empty picker over data that exists.
  */
-export declare const firstSelectableInvoicingId: (candidates: readonly (string | null | undefined)[]) => string | undefined;
+export interface InvoicingQboAccountMappingsPayload {
+    default_income_account?: InvoicingQboMappedAccountPayload | null;
+    default_income_account_id?: string | null;
+    deposit_account?: InvoicingQboMappedAccountPayload | null;
+    deposit_account_id?: string | null;
+    deposit_account_overrides?: Record<string, string> | null;
+    discounts_account?: InvoicingQboMappedAccountPayload | null;
+    discounts_account_id?: string | null;
+    rounding_account?: InvoicingQboMappedAccountPayload | null;
+    rounding_account_id?: string | null;
+    write_off_account?: InvoicingQboMappedAccountPayload | null;
+    write_off_account_id?: string | null;
+}
 /**
- * The slot a mapping code names. Codes arrive from the config API as the slot
- * itself (`deposit_account`); a trailing `_id` is tolerated so a tenant sending
- * the older `deposit_account_id` resolves to the same mapping.
+ * Read one account-mapping dropdown value by its config `code` (the codes in
+ * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
  */
-export declare const toInvoicingQboAccountMappingSlot: (code: string) => string;
-/** Read one account-mapping dropdown value by its config `code`. */
 export declare function getInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string): string | undefined;
 /**
- * Build the `account_mappings` request body from the ids the pickers submitted.
- * Each kind is sent as the whole account, which is what the service stores; an
- * id that resolves to no account is sent as it stands rather than dropped, so a
- * save never silently unsets a mapping it could not expand.
+ * Return a copy of the account mappings with the dropdown slot named by
+ * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
-export declare const toInvoicingQboAccountMappingsPayload: (accountIdByMappingCode: Record<string, string>, accountForId: (accountId: string) => AccountBase | undefined) => InvoicingQboAccountMappingsPayload;
+export declare function withInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string, accountId: string): InvoicingQboAccountMappingsPayload;
 export interface InvoicingQboSettingsPayload {
     account_mappings?: InvoicingQboAccountMappingsPayload | null;
     auto_create_items?: boolean;

package/lib/entity/invoicing/invoicingCommonPayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.toInvoicingQboAccountMappingsPayload = exports.toInvoicingQboAccountMappingSlot = exports.firstSelectableInvoicingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
+exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
 exports.toInvoicingDunningAction = toInvoicingDunningAction;
 exports.toInvoicingSubscriptionLifecycleAction = toInvoicingSubscriptionLifecycleAction;
 exports.toInvoicingSubscriptionLifecycleActionOption = toInvoicingSubscriptionLifecycleActionOption;
@@ -12,6 +12,7 @@ exports.toInvoicingDiscountLifecycleAction = toInvoicingDiscountLifecycleAction;
 exports.toInvoicingDiscountLifecycleActionOption = toInvoicingDiscountLifecycleActionOption;
 exports.toInvoicingQboCustomerMatchingMode = toInvoicingQboCustomerMatchingMode;
 exports.getInvoicingQboAccountMappingId = getInvoicingQboAccountMappingId;
+exports.withInvoicingQboAccountMappingId = withInvoicingQboAccountMappingId;
 exports.toInvoicingQboAccountMappingKindOption = toInvoicingQboAccountMappingKindOption;
 exports.toInvoicingNamedOption = toInvoicingNamedOption;
 exports.toInvoicingFormOption = toInvoicingFormOption;
@@ -22,7 +23,6 @@ exports.toInvoicingSubscriptionEditFieldOption = toInvoicingSubscriptionEditFiel
 exports.toAuditLogEntityRouteOption = toAuditLogEntityRouteOption;
 exports.buildInvoicingEntityPath = buildInvoicingEntityPath;
 exports.isInvoicingEntityLinkable = isInvoicingEntityLinkable;
-const accountPayload_1 = require("../account/accountPayload");
 exports.INVOICING_DUNNING_ACTIONS = [
     'email_only',
     'email_and_retry',
@@ -154,49 +154,87 @@ function toInvoicingQboCustomerMatchingMode(value) {
     }
 }
 /**
- * The first id a picker can actually select. Callers list the QuickBooks id
- * first: the options are keyed on it, so a platform id selects nothing even when
- * it names the same record. Blank counts as absent.
+ * The id for one mapping slot, from whichever shape the backend sent. The object
+ * form wins when present; a blank id in either is treated as unset so the picker
+ * shows its placeholder rather than selecting nothing.
  */
-const firstSelectableInvoicingId = (candidates) => candidates.find((candidate) => candidate != null && candidate !== '');
-exports.firstSelectableInvoicingId = firstSelectableInvoicingId;
+function readInvoicingQboMappedAccountId(mappedAccount, legacyAccountId) {
+    // `qbo_id` first: the pickers key their options on the QuickBooks id, so an
+    // internal `account_id` would not select anything even when it is the same
+    // account. Both are read because the mapping arrives either way depending on
+    // how it was saved.
+    const candidates = [
+        mappedAccount?.qbo_id,
+        mappedAccount?.account_id,
+        legacyAccountId,
+    ];
+    return candidates.find((candidate) => candidate != null && candidate !== '');
+}
 /**
- * The slot a mapping code names. Codes arrive from the config API as the slot
- * itself (`deposit_account`); a trailing `_id` is tolerated so a tenant sending
- * the older `deposit_account_id` resolves to the same mapping.
+ * Read one account-mapping dropdown value by its config `code` (the codes in
+ * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
  */
-const toInvoicingQboAccountMappingSlot = (code) => code.replace(/_id$/, '');
-exports.toInvoicingQboAccountMappingSlot = toInvoicingQboAccountMappingSlot;
-/** Read one account-mapping dropdown value by its config `code`. */
 function getInvoicingQboAccountMappingId(accountMappings, code) {
-    const slotKey = (0, exports.toInvoicingQboAccountMappingSlot)(code);
-    // Either key: the service sends `deposit_account`, but an older payload put
-    // the id under `deposit_account_id`.
-    const slot = accountMappings?.[slotKey] ?? accountMappings?.[`${slotKey}_id`];
-    if (typeof slot === 'string') {
-        return slot !== '' ? slot : undefined;
+    switch (code) {
+        case 'deposit_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.deposit_account, accountMappings?.deposit_account_id);
+        case 'default_income_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.default_income_account, accountMappings?.default_income_account_id);
+        case 'discounts_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.discounts_account, accountMappings?.discounts_account_id);
+        case 'rounding_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.rounding_account, accountMappings?.rounding_account_id);
+        case 'write_off_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.write_off_account, accountMappings?.write_off_account_id);
+        default:
+            return undefined;
     }
-    return (0, exports.firstSelectableInvoicingId)([slot?.qbo_id, slot?.account_id]);
 }
 /**
- * Build the `account_mappings` request body from the ids the pickers submitted.
- * Each kind is sent as the whole account, which is what the service stores; an
- * id that resolves to no account is sent as it stands rather than dropped, so a
- * save never silently unsets a mapping it could not expand.
+ * Return a copy of the account mappings with the dropdown slot named by
+ * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
-const toInvoicingQboAccountMappingsPayload = (accountIdByMappingCode, accountForId) => {
-    const mappings = {};
-    Object.entries(accountIdByMappingCode).forEach(([code, accountId]) => {
-        if (accountId === '') {
-            return;
-        }
-        const account = accountForId(accountId);
-        mappings[(0, exports.toInvoicingQboAccountMappingSlot)(code)] =
-            account != null ? (0, accountPayload_1.toAccountPayload)(account) : accountId;
-    });
-    return mappings;
-};
-exports.toInvoicingQboAccountMappingsPayload = toInvoicingQboAccountMappingsPayload;
+function withInvoicingQboAccountMappingId(accountMappings, code, accountId) {
+    // Both slots are written together. Setting only the bare id would leave the
+    // object shape behind, and the reader prefers it — so the selection just made
+    // would read back as whatever was mapped before. The object is dropped rather
+    // than rebuilt: only the id is known here, not the name that came with it.
+    const base = accountMappings ?? {};
+    switch (code) {
+        case 'deposit_account_id':
+            return {
+                ...base,
+                deposit_account: undefined,
+                deposit_account_id: accountId,
+            };
+        case 'default_income_account_id':
+            return {
+                ...base,
+                default_income_account: undefined,
+                default_income_account_id: accountId,
+            };
+        case 'discounts_account_id':
+            return {
+                ...base,
+                discounts_account: undefined,
+                discounts_account_id: accountId,
+            };
+        case 'rounding_account_id':
+            return {
+                ...base,
+                rounding_account: undefined,
+                rounding_account_id: accountId,
+            };
+        case 'write_off_account_id':
+            return {
+                ...base,
+                write_off_account: undefined,
+                write_off_account_id: accountId,
+            };
+        default:
+            return base;
+    }
+}
 function toInvoicingQboAccountMappingKindOption(option) {
     return {
         accountTypes: option.account_types,

package/lib/entity/invoicing/product/productPayload.d.ts

@@ -1,5 +1,3 @@
-import { AccountBasePayload } from '../../account/accountPayload';
-import { ClassBasePayload } from '../../class/classPayload';
 import { InvoicingPlanTier, InvoicingProduct } from './productState';
 export interface InvoicingPlanTierPayload {
     price: number;
@@ -9,18 +7,10 @@ export interface InvoicingPlanTierPayload {
     pricing_type?: string;
 }
 export interface InvoicingAccountingDetailPayload {
-    /**
-     * `account` and `accounting_class` hold whole records — what the service stores
-     * and what the catalog payload builder sends. The bare `accounting_code` /
-     * `accounting_category_1` are the older shape, still read so a plan saved
-     * before the rollover prefills.
-     */
-    account?: Partial<AccountBasePayload> | null;
     accounting_category_1?: string;
     accounting_category_2?: string;
     accounting_category_3?: string;
     accounting_category_4?: string;
-    accounting_class?: Partial<ClassBasePayload> | null;
     accounting_code?: string;
     sku?: string;
 }

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

@@ -4,7 +4,6 @@ exports.mapInvoicingProductPayloadToState = exports.mapInvoicingPlanTierPayloadT
 const amount_1 = require("../../../commonStateTypes/amount");
 const currencyHelper_1 = require("../../../commonStateTypes/currencyHelper");
 const zeniDayJS_1 = require("../../../zeniDayJS");
-const invoicingCommonPayload_1 = require("../invoicingCommonPayload");
 // ── Payload → State mappers (snake_case wire shape → camelCase domain shape) ──
 const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbol) => ({
     price: (0, amount_1.toAmount)(payload.price, currencyCode, currencySymbol),
@@ -15,22 +14,11 @@ const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbo
 });
 exports.mapInvoicingPlanTierPayloadToState = mapInvoicingPlanTierPayloadToState;
 const mapInvoicingAccountingDetailPayloadToState = (payload) => ({
-    // 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: (0, invoicingCommonPayload_1.firstSelectableInvoicingId)([
-        payload.accounting_class?.qbo_id,
-        payload.accounting_class?.accounting_class_id,
-        payload.accounting_category_1,
-    ]),
+    accountingCategory1: payload.accounting_category_1,
     accountingCategory2: payload.accounting_category_2,
     accountingCategory3: payload.accounting_category_3,
     accountingCategory4: payload.accounting_category_4,
-    accountingCode: (0, invoicingCommonPayload_1.firstSelectableInvoicingId)([
-        payload.account?.qbo_id,
-        payload.account?.account_id,
-        payload.accounting_code,
-    ]),
+    accountingCode: payload.accounting_code,
     sku: payload.sku,
 });
 const mapInvoicingProductPayloadToState = (payload) => {

package/lib/entity/jeSchedules/jeScheduleHelper.d.ts

@@ -1,2 +1,3 @@
 import { ID } from '../../commonStateTypes/common';
 export declare function generateJEScheduleKey(jeScheduleId: ID, jeScheduleType: string): `${string}_${string}`;
+export declare function generateJEOneTimeAccrualKey(accrualId: ID): `${string}_one_time_accrual`;

package/lib/entity/jeSchedules/jeScheduleHelper.js

@@ -1,6 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.generateJEScheduleKey = generateJEScheduleKey;
+exports.generateJEOneTimeAccrualKey = generateJEOneTimeAccrualKey;
 function generateJEScheduleKey(jeScheduleId, jeScheduleType) {
     return `${jeScheduleId}_${jeScheduleType}`;
 }
+// Suffixed rather than using the bare Mongo _id so the key is a distinct type from
+// JEScheduleKey / JEScheduleTransactionKey and the three cannot be passed interchangeably.
+// The unsuffixed id stays on the entity as `accrualId` for callers that need it.
+function generateJEOneTimeAccrualKey(accrualId) {
+    return `${accrualId}_one_time_accrual`;
+}

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -7,7 +7,7 @@ import { TransactionIDPayload } from '../transaction/payloadTypes/transactionIDP
 import { TransactionCategory } from '../transaction/stateTypes/transactionType';
 import { UserPayload } from '../user/userPayload';
 import { VendorPayload } from '../vendor/vendorPayload';
-import { JEAccruedScheduledTransactionState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
+import { JEAccruedScheduledTransactionState, JEOneTimeAccrualState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey } from './jeSchedulesTypes';
 export interface JEScheduleOtherAttributesPayload {
     asset_id?: string | null;
@@ -19,14 +19,25 @@ export interface JEScheduleAISummaryFieldPayload {
     cot?: string[];
     predicted_value?: number | string;
 }
+/** The whole-recommendation summary. Carries narrative only -- no predicted value, no confidence. */
+export interface JEScheduleSummaryPayload {
+    confidence?: number;
+    cot?: string[];
+    reasoning?: string;
+    reasoning_long?: string;
+}
 export interface JEScheduleAISummariesPayload {
     credit_account?: JEScheduleAISummaryFieldPayload;
     credit_accounting_class?: JEScheduleAISummaryFieldPayload;
     debit_account?: JEScheduleAISummaryFieldPayload;
     debit_accounting_class?: JEScheduleAISummaryFieldPayload;
+    end_date?: JEScheduleAISummaryFieldPayload;
     period?: JEScheduleAISummaryFieldPayload;
     posting_date?: JEScheduleAISummaryFieldPayload;
+    posting_start_date?: JEScheduleAISummaryFieldPayload;
+    schedule_summary?: JEScheduleSummaryPayload;
     schedule_type?: JEScheduleAISummaryFieldPayload;
+    starting_month?: JEScheduleAISummaryFieldPayload;
 }
 export interface JEScheduleRecommendationsPayload {
     credit_account_confidence?: number;
@@ -72,9 +83,13 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
+    confidence_score?: number | null;
+    create_time?: string | null;
     created_by?: UserPayload;
     end_date?: string | null;
+    posted_count?: number | null;
     recommendations?: JEScheduleRecommendationsPayload;
+    recurring_amount?: number | null;
     updated_at?: string | null;
 }
 export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {
@@ -84,6 +99,86 @@ export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTr
     memo: string;
     recurring_amount: number;
 }
+/**
+ * The frozen vendor profile the Cron used to decide an accrual, so the detail page can show its
+ * reasoning even after the live profile is rebuilt. Present on agent/Cron rows ONLY — a human-created
+ * accrual carries none, which is why every consumer has to treat it as absent rather than empty.
+ */
+export interface JEOneTimeAccrualProfileSnapshotPayload {
+    billing_pattern?: {
+        avg_amount?: number | null;
+        billing_lag_days?: number | null;
+        consistency_score?: number | null;
+        frequency?: string | null;
+        last_bill_amount?: number | null;
+        last_bill_date?: string | null;
+        months_of_history?: number | null;
+        typical_bill_day?: number | null;
+    } | null;
+    monthly_totals?: Record<string, number> | null;
+    sorted_months?: string[] | null;
+}
+/** The JE the AI originally suggested, frozen at draft time for suggested-vs-posted comparison. */
+export interface JEOneTimeAccrualAiSuggestionPayload {
+    estimated_amount?: number | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    memo?: string | null;
+}
+export interface JEOneTimeAccrualClearedPayload {
+    consumed_line_ids?: string[] | null;
+    match_shape?: string | null;
+    match_tier?: string | null;
+    matched_amount?: number | null;
+    matched_line_id?: string | null;
+    matched_transaction_id?: string | null;
+    matched_transaction_integration_id?: string | null;
+    matched_transaction_type?: string | null;
+    reversed_at?: string | null;
+}
+export interface JEOneTimeAccrualMatchSuggestionPayload {
+    matched_amount?: number | null;
+    matched_transaction_id?: string | null;
+    matched_transaction_integration_id?: string | null;
+    matched_transaction_type?: string | null;
+    resolution?: string | null;
+}
+export interface JEOneTimeAccrualPayload {
+    _id: ID;
+    estimated_amount: number;
+    origin: string;
+    service_month: string;
+    status: string;
+    vendor_id: ID;
+    vendor_name: string;
+    actual_post_date?: string | null;
+    actual_reversal_post_date?: string | null;
+    ai_suggestion?: JEOneTimeAccrualAiSuggestionPayload | null;
+    automation_tier?: string | null;
+    cleared?: JEOneTimeAccrualClearedPayload | null;
+    created_by_user?: UserPayload | null;
+    currency?: string | null;
+    expected_reversal_date?: string | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_credit_accounting_class_id?: ID | null;
+    je_credit_accounting_class_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    je_debit_accounting_class_id?: ID | null;
+    je_debit_accounting_class_name?: string | null;
+    match_suggestion?: JEOneTimeAccrualMatchSuggestionPayload | null;
+    memo?: string | null;
+    posting_date?: string | null;
+    profile_snapshot?: JEOneTimeAccrualProfileSnapshotPayload | null;
+    reversal_policy?: string | null;
+    reversal_transaction_id?: ID | null;
+    reversal_trigger?: string | null;
+    transaction_id?: ID | null;
+    transaction_integration_id?: ID | null;
+}
 export interface ScheduledJournalEntryPayload {
     actual_post_date: string | null;
     create_time: string | null;
@@ -114,3 +209,4 @@ export declare function getJEScheduleTransactionDetailKeyPayload(payload: Schedu
 export declare function getJEScheduleKey(payload: JEAccruedScheduledTransactionPayload): JEScheduleKey;
 export declare function toJEScheduledTransaction(payload: JEScheduledTransactionPayload): JEScheduledTransactionState;
 export declare function toJEAccruedScheduledTransaction(payload: JEAccruedScheduledTransactionPayload): JEAccruedScheduledTransactionState;
+export declare function toJEOneTimeAccrual(payload: JEOneTimeAccrualPayload): JEOneTimeAccrualState;