@zeniai/client-epic-state 5.2.11 → 5.2.13-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/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,
+    };
+};

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

@@ -1,11 +1,16 @@
 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;
     },
@@ -22,6 +27,11 @@ 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';
@@ -36,6 +46,9 @@ 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 };
@@ -54,6 +67,17 @@ 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 };
@@ -85,5 +109,5 @@ const settingsView = createSlice({
         });
     },
 });
-export const { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, saveInvoicingSettings, saveInvoicingSettingsSuccess, saveInvoicingSettingsFailure, resetSaveInvoicingSettings, updateInvoicingBrandingFormDraft, submitInvoicingBrandingForm, resetInvoicingBrandingFormDraft, connectInvoicingStripe, disconnectInvoicingStripe, updateInvoicingStripeConnection, invoicingStripeConnectionFailure, } = settingsView.actions;
+export const { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, saveInvoicingSettings, saveInvoicingSettingsSuccess, saveInvoicingSettingsFailure, resetSaveInvoicingSettings, updateInvoicingBrandingFormDraft, submitInvoicingBrandingForm, resetInvoicingBrandingFormDraft, updateInvoicingQboSettingsDraft, submitInvoicingQboSettings, resetInvoicingQboSettingsDraft, connectInvoicingStripe, disconnectInvoicingStripe, updateInvoicingStripeConnection, invoicingStripeConnectionFailure, } = settingsView.actions;
 export default settingsView.reducer;

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

@@ -1,7 +1,9 @@
 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
@@ -92,6 +94,45 @@ 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

@@ -131,6 +131,18 @@ const recommendation = createSlice({
                 };
             },
         },
+        // 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) => {
@@ -138,7 +150,7 @@ const recommendation = createSlice({
         });
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, submitRecommendationFeedback, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);