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

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

@@ -37,46 +37,6 @@ 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/settingsViewEpics.js

@@ -0,0 +1,92 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAddresses } from '../../../entity/address/addressReducer';
+import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, invoicingStripeConnectionFailure, saveInvoicingSettings, saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, updateInvoicingSettings, updateInvoicingSettingsFailure, updateInvoicingStripeConnection, } 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))))));
+}));
+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))))));
+}));
+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))))));
+}));
+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/settingsViewReducer.js

@@ -1,16 +1,11 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../../rootActions';
-import { entityToInvoicingQboSettingsLocalData, } from './invoicingQboSettingsFormConfig';
 export const initialState = {
     fetchState: 'Not-Started',
     error: undefined,
     saveFetchState: { fetchState: 'Not-Started', error: undefined },
     stripeFetchState: { fetchState: 'Not-Started', error: undefined },
     settings: undefined,
-    // Listed so `clearAll` resets them: an in-progress draft left behind by a
-    // tenant switch would be shown and saved against the tenant switched to.
-    brandingDraft: undefined,
-    qboDraft: undefined,
     hasValidState() {
         return this.fetchState === 'Completed' && this.settings != null;
     },
@@ -27,11 +22,6 @@ const settingsView = createSlice({
             draft.settings = action.payload;
             draft.fetchState = 'Completed';
             draft.error = undefined;
-            // Seed the QBO page's local data from the response. An edit already in
-            // progress wins: a refetch behind the user must not discard it.
-            if (draft.qboDraft == null) {
-                draft.qboDraft = entityToInvoicingQboSettingsLocalData(action.payload.qbo);
-            }
         },
         updateInvoicingSettingsFailure(draft, action) {
             draft.fetchState = 'Error';
@@ -46,9 +36,6 @@ const settingsView = createSlice({
         saveInvoicingSettingsSuccess(draft, action) {
             draft.settings = action.payload;
             draft.saveFetchState = { fetchState: 'Completed', error: undefined };
-            // Re-seeded from what was just persisted, so the page keeps working off
-            // local data while showing the server's version of it.
-            draft.qboDraft = entityToInvoicingQboSettingsLocalData(action.payload.qbo);
         },
         saveInvoicingSettingsFailure(draft, action) {
             draft.saveFetchState = { fetchState: 'Error', error: action.payload };
@@ -67,17 +54,6 @@ const settingsView = createSlice({
         resetInvoicingBrandingFormDraft(draft) {
             draft.brandingDraft = undefined;
         },
-        updateInvoicingQboSettingsDraft(draft, action) {
-            draft.qboDraft = action.payload.localData;
-        },
-        // Trigger only — handled by submitInvoicingQboSettingsEpic, which reads the
-        // local data and converts it to the request body.
-        submitInvoicingQboSettings(draft) {
-            draft.saveFetchState = { fetchState: 'In-Progress', error: undefined };
-        },
-        resetInvoicingQboSettingsDraft(draft) {
-            draft.qboDraft = undefined;
-        },
         connectInvoicingStripe: {
             reducer(draft) {
                 draft.stripeFetchState = { fetchState: 'In-Progress', error: undefined };
@@ -109,5 +85,5 @@ const settingsView = createSlice({
         });
     },
 });
-export const { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, saveInvoicingSettings, saveInvoicingSettingsSuccess, saveInvoicingSettingsFailure, resetSaveInvoicingSettings, updateInvoicingBrandingFormDraft, submitInvoicingBrandingForm, resetInvoicingBrandingFormDraft, updateInvoicingQboSettingsDraft, submitInvoicingQboSettings, resetInvoicingQboSettingsDraft, connectInvoicingStripe, disconnectInvoicingStripe, updateInvoicingStripeConnection, invoicingStripeConnectionFailure, } = settingsView.actions;
+export const { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, saveInvoicingSettings, saveInvoicingSettingsSuccess, saveInvoicingSettingsFailure, resetSaveInvoicingSettings, updateInvoicingBrandingFormDraft, submitInvoicingBrandingForm, resetInvoicingBrandingFormDraft, connectInvoicingStripe, disconnectInvoicingStripe, updateInvoicingStripeConnection, invoicingStripeConnectionFailure, } = settingsView.actions;
 export default settingsView.reducer;

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

@@ -1,9 +1,7 @@
 import { getInvoicingQboAccountMappingId, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { getFormattedAddress } from '../../addressView/addressViewSelector';
 import { getInvoicingConfigView } from '../invoicingConfigView/invoicingConfigViewSelector';
-import { getInvoicingQboView, isInvoicingAccountingPickerDataLoading, } from '../invoicingQboView/invoicingQboViewSelector';
 import { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, } from './invoicingBrandingFormConfig';
-import { initialInvoicingQboSettingsLocalData, } from './invoicingQboSettingsFormConfig';
 /**
  * Shared primitive: the raw invoicing settings. Consumed internally by other
  * CES selectors (create-invoice, customer-detail, overview) and by non-settings
@@ -94,45 +92,6 @@ export const getInvoicingSettingsHubView = (state) => {
         status,
     };
 };
-/**
- * Bundled view for the QBO configuration page: the draft it edits, the accounts
- * and option lists its dropdowns render, the connection and sync health it
- * reports, and the fetch states that decide between skeleton, form and error.
- *
- * `localData` is the draft once the user has edited, and the settings response
- * before that — so the page has one field to read and CES owns when it becomes
- * available, rather than the page copying settings into local state.
- */
-export const getInvoicingQboSettingsFormView = (state) => {
-    const { error, fetchState, qboDraft, saveFetchState, settings } = state.invoicingSettingsViewState;
-    const { fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, } = getInvoicingConfigView(state);
-    const qboView = getInvoicingQboView(state);
-    return {
-        accountMappingKindOptions: qboAccountMappingKindOptions,
-        accounts: qboView.accounts,
-        backfillState: qboView.backfillState,
-        connection: qboView.connection,
-        configFetchState,
-        customerMatchingOptions: qboCustomerMatchingOptions,
-        // The dropdowns cannot be built before both the settings and the accounts
-        // land, so the page waits on either rather than rendering empty pickers.
-        isLoading: fetchState === 'Not-Started' ||
-            fetchState === 'In-Progress' ||
-            isInvoicingAccountingPickerDataLoading(state),
-        isSyncEnabledSaved: settings?.qbo?.enabled === true,
-        // Seeded in the reducer when the settings response lands, so this is a plain
-        // read rather than a second place that decides what the page starts from.
-        localData: qboDraft ?? initialInvoicingQboSettingsLocalData,
-        nestedAccountHierarchy: qboView.nestedAccountHierarchy,
-        retryFetchStateByTaskId: qboView.retryFetchStateByTaskId,
-        saveState: saveFetchState.fetchState === 'Not-Started' && error != null
-            ? { fetchState, error }
-            : saveFetchState,
-        settingsFetchState: fetchState,
-        syncHealth: qboView.syncHealth,
-        syncStatusOptions: qboSyncStatusOptions,
-    };
-};
 /**
  * Bundled view for the branding settings form: the draft `localData` (seeded
  * from the existing settings until the user edits), the business-address label

package/lib/esm/view/recommendation/recommendationReducer.js

@@ -131,21 +131,6 @@ const recommendation = createSlice({
                 };
             },
         },
-        clearRecommendation(draft) {
-            Object.assign(draft, initialState);
-        },
-        // Fire-and-forget human feedback on a recommendation (accept, ranked
-        // override or outside override). Handled by submitRecommendationFeedbackEpic
-        // which POSTs to the accounting recommendation-feedback endpoint. No state
-        // mutation: the categorization UX must not depend on the feedback round-trip.
-        submitRecommendationFeedback: {
-            reducer() {
-                // Fire-and-forget: no state mutation; the epic performs the POST.
-            },
-            prepare(args) {
-                return { payload: args };
-            },
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -153,7 +138,7 @@ const recommendation = createSlice({
         });
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, submitRecommendationFeedback, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);

package/lib/esm/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js

@@ -30,7 +30,7 @@ export const fetchAccruedScheduleListEpic = (actions$, state$, zeniAPI) => actio
         je_schedule_type: scheduleType,
         sort_by: 'transaction_date',
         sort_order: 'desc',
-        filter: 'all',
+        filter: action.payload.statusFilter,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/esm/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js

@@ -7,9 +7,14 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { fetchDownloadSchedules, getState, updateDownloadScheduleFailure, updateDownloadScheduleSuccess, } from '../scheduleListReducer';
 import { getScheduleListKey } from '../scheduleListTypes';
 export const fetchDownloadSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchDownloadSchedules.match), mergeMap((action) => {
-    const { scheduleType, downloadCategories } = action.payload;
+    const { scheduleType, downloadCategories, statusFilter } = action.payload;
     const scheduleListState = state$.value.scheduleListState;
     // if parameters are provided, use those. else go to localdata
+    // Accrued is deliberately not served here. Its rows come back in a different shape, this
+    // epic writes them through updateJESchedules (the prepaid / fixed mapper), and
+    // doUpdateScheduleList never flips downloadState for accrued -- so a request would store the
+    // wrong data and then never report completion. Accrued downloads go through
+    // fetchAccruedScheduleList, which owns that shape end to end.
     let scheduleState;
     if (scheduleType !== 'accrued_expenses') {
         scheduleState = getState(scheduleListState, scheduleType);
@@ -34,7 +39,7 @@ export const fetchDownloadSchedulesEpic = (actions$, state$, zeniAPI) => actions
         base_txn_account_ids: downloadCategories,
         sort_by: 'transaction_date',
         sort_order: 'desc',
-        filter: 'all',
+        filter: statusFilter,
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/download?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/esm/view/scheduleView/scheduleListView/scheduleListReducer.js

@@ -84,8 +84,8 @@ const scheduleListView = createSlice({
     reducers: {
         fetchDownloadSchedules: {
             reducer(draft, action) {
+                // Accrued is not downloaded through this action -- see fetchDownloadSchedulesEpic for why.
                 if (action.payload.scheduleType !== 'accrued_expenses') {
-                    //if condition added for type narrowing
                     const state = getState(draft, action.payload.scheduleType);
                     const selectedTimeframe = action.payload.timeframeAndCategory.selectedTimeframe;
                     const selectedCategoryId = action.payload.timeframeAndCategory.selectedCategoryId;
@@ -109,13 +109,14 @@ const scheduleListView = createSlice({
                     updateState(draft, action.payload.scheduleType, state);
                 }
             },
-            prepare(scheduleType, timeframeAndCategory, downloadCategories, cacheOverride = false) {
+            prepare(scheduleType, timeframeAndCategory, downloadCategories, statusFilter = 'all', cacheOverride = false) {
                 return {
                     payload: {
                         timeframeAndCategory,
                         scheduleType,
                         cacheOverride,
                         downloadCategories,
+                        statusFilter,
                     },
                 };
             },
@@ -151,12 +152,13 @@ const scheduleListView = createSlice({
                     updateState(draft, action.payload.scheduleType, state);
                 }
             },
-            prepare(scheduleType, timeframeAndCategory, cacheOverride = false) {
+            prepare(scheduleType, timeframeAndCategory, cacheOverride = false, statusFilter = 'all') {
                 return {
                     payload: {
                         timeframeAndCategory,
                         scheduleType,
                         cacheOverride,
+                        statusFilter,
                     },
                 };
             },