@zeniai/client-epic-state 5.2.12 → 5.2.13-betaAK0

package/lib/esm/index.js

@@ -189,7 +189,7 @@ import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedO
 import { clearStatementDateConflict, confirmStatementMapping, deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, parseCombinedStatement, parseStatement, parseStatementFailure, parseStatementSuccess, reparseStatement, reparseStatementFailure, reparseStatementSuccess, resetReparseStatementStatus, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, setStatementProcessingDismissedToBackground, submitCombinedStatementUpdate, submitStatementUpdate, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateParsedStatementData, updateStatementProcessingBackgroundCompletedSteps, updateStatementProcessingFailed, updateStatementUpdateLocalData, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
-import { getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
+import { getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
@@ -485,7 +485,7 @@ export {
 // Bulk Upload Types
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
-bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
+bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -768,7 +768,7 @@ export { INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE, entityToInvoicingSubscrip
 export { getEditInvoicingSubscriptionDetailViewState, getInvoicingSubscriptionFormView, } from './view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector';
 export { archiveInvoicingCatalogSubFamily, createInvoicingCatalogSubFamily, resetEditInvoicingCatalogItemDetailView, saveInvoicingCatalogItem, submitInvoicingCatalogItemForm, updateInvoicingCatalogItemFormDraft, } from './view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewReducer';
 export { catalogDetailEditValuesToSavePayload, createSubFamilyFormToPayload, planToCatalogDetailEditValues, productToCreateSubFamilyFormValues, } from './view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload';
-export { INVOICING_CATALOG_APPLICABILITY_VALUES, INVOICING_CATALOG_PRICING_MODEL_VALUES, INVOICING_CATALOG_PRORATION_VALUES, INVOICING_CATALOG_TIER_TYPE_VALUES, blankInvoicingCatalogSubFamily, blankInvoicingCatalogTier, entityToInvoicingCatalogItemFormLocalData, initialInvoicingCatalogItemFormLocalData, isTieredCatalogPricingModel, } from './view/invoicing/editInvoicingCatalogItemDetailView/invoicingCatalogItemFormConfig';
+export { INVOICING_CATALOG_APPLICABILITY_VALUES, INVOICING_CATALOG_PRICING_MODEL_VALUES, INVOICING_CATALOG_PRORATION_VALUES, INVOICING_CATALOG_TIER_TYPE_VALUES, blankInvoicingCatalogSubFamily, blankInvoicingCatalogTier, entityToInvoicingCatalogItemFormLocalData, invoicingProductToCatalogItemFormSubFamily, initialInvoicingCatalogItemFormLocalData, isTieredCatalogPricingModel, } from './view/invoicing/editInvoicingCatalogItemDetailView/invoicingCatalogItemFormConfig';
 export { getEditInvoicingCatalogItemDetailViewState, getInvoicingApplicableCatalogItemOptions, getInvoicingCatalogItemFormView, getSavedInvoicingCatalogItemId, getSavedInvoicingCatalogItemKind, } from './view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewSelector';
 export { resetEditInvoicingCouponDetailView, saveInvoicingCoupon, submitInvoicingCouponForm, updateInvoicingCouponFormDraft, } from './view/invoicing/editInvoicingCouponDetailView/editInvoicingCouponDetailViewReducer';
 export { entityToInvoicingCouponFormLocalData, initialInvoicingCouponFormLocalData, } from './view/invoicing/editInvoicingCouponDetailView/editInvoicingCouponDetailViewState';
@@ -856,8 +856,9 @@ export { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData
 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 { invoicingAccountsForQboAccountTypes } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
 export { getInvoicingQboView } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
+export { getInvoicingCatalogAccountingLookup } from './view/invoicing/invoicingQboView/invoicingQboViewSelector';
 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';

package/lib/esm/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js

@@ -4,11 +4,27 @@ import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { isConfirmStatementMappingConflictResponse, transformConfirmStatementMappingConflictToState, transformConfirmStatementMappingPayloadToState, } from '../../payload/reconciliationPayload';
 import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, } from '../../reducers/reconciliationViewReducer';
-const confirmStatementMappingErrorSnackbar = openSnackbar({
-    messageSection: 'confirm_statement_mapping',
-    messageText: 'failed',
-    type: 'error',
-});
+function createConfirmStatementMappingErrorSnackbar(apiMessage) {
+    const trimmedApiMessage = apiMessage?.trim();
+    if (trimmedApiMessage != null && trimmedApiMessage !== '') {
+        return openSnackbar({
+            messageSection: 'confirm_statement_mapping',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: '_api-error_',
+                    variableValue: trimmedApiMessage,
+                },
+            ],
+        });
+    }
+    return openSnackbar({
+        messageSection: 'confirm_statement_mapping',
+        messageText: 'failed',
+        type: 'error',
+    });
+}
 export const confirmStatementMappingEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(confirmStatementMapping.match), exhaustMap((action) => {
     const { accountId, selectedPeriod, statementUploadId, accountMappings } = action.payload;
     const confirmMappingApi$ = zeniAPI.postAndGetJSON(`${zeniAPI.apiEndPoints.reconciliationMicroServiceBaseUrl}/1.0/reconciliation/statements/${statementUploadId}/confirm-mapping`, {
@@ -33,11 +49,11 @@ export const confirmStatementMappingEpic = (actions$, _state$, zeniAPI) => actio
             selectedPeriod,
             error: response.status,
             mappingConflict,
-        }), confirmStatementMappingErrorSnackbar);
+        }), createConfirmStatementMappingErrorSnackbar(response.status.message));
     }), catchError((error) => of(confirmStatementMappingFailure({
         accountId,
         selectedPeriod,
         error: createZeniAPIStatus('Unexpected Error', 'Confirm Statement Mapping REST API call errored out ' +
             (error instanceof Error ? error.message : String(error))),
-    }), confirmStatementMappingErrorSnackbar)));
+    }), createConfirmStatementMappingErrorSnackbar())));
 }));

package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js

@@ -3,9 +3,9 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { mapCombinedStatementUpdateLocalDataToRequestBody } from '../../helpers/mapStatementUpdateLocalDataToRequestBody';
-import { getStatementUploadsFromParsedData } from '../../selectors/statementParseViewSelector';
 import { isStatementDateConflictResponse, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
 import { submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
+import { getStatementUploadsFromParsedData } from '../../selectors/statementParseViewSelector';
 export const updateCombinedStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitCombinedStatementUpdate.match), switchMap((action) => {
     const { accountId, selectedPeriod } = action.payload;
     const accountRecon = state$.value.expenseAutomationReconciliationViewState

package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -254,7 +254,7 @@ export function transformConfirmStatementMappingConflictToState(response) {
 }
 export function transformUpdateStatementInfoPayloadToState(payload) {
     if (isUpdateStatementInfoCombinedResponsePayload(payload) === true) {
-        const statementUploads = payload.statement_uploads.map(transformStatementUploadPayloadToState);
+        const statementUploads = payload.statement_uploads.map((item) => transformStatementUploadPayloadToState(item.statement_upload));
         const anchorUpload = statementUploads.find((upload) => upload.statementMeta.isCombinedStatementAnchor === true) ?? statementUploads[0];
         return {
             statementUpload: anchorUpload,

package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js

@@ -464,6 +464,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.confirmStatementMappingConflict = null;
                 if (accountRecon.localData != null) {
                     accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
+                    accountRecon.localData.combinedStatementAccountMappings = undefined;
                 }
                 if (statementAccountScope != null) {
                     accountRecon.localData = {
@@ -542,6 +543,7 @@ const expenseAutomationReconciliationView = createSlice({
                 accountRecon.confirmStatementMappingConflict = null;
                 if (accountRecon.localData != null) {
                     accountRecon.localData.statementUpdateLocalDataByUploadId = undefined;
+                    accountRecon.localData.combinedStatementAccountMappings = undefined;
                     accountRecon.localData.statementAccountScope = undefined;
                 }
             }
@@ -772,6 +774,9 @@ const expenseAutomationReconciliationView = createSlice({
                 };
                 accountRecon.confirmStatementMappingConflict = null;
                 accountRecon.confirmedCombinedStatementUploads = statementUploads;
+                if (accountRecon.localData != null) {
+                    accountRecon.localData.combinedStatementAccountMappings = undefined;
+                }
                 const combinedStatementDetails = accountRecon.parsedStatementData?.statementUpload
                     .combinedStatementDetails;
                 if (combinedStatementDetails != null) {

package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -475,8 +475,18 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
 });
 export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
-export function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID) {
-    return Object.values(accountReconciliationsByAccountID).map((accountReconciliation) => accountReconciliation.accountReconEntity.account);
+export function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID, selectedAccountId) {
+    const selectedAccountType = accountReconciliationsByAccountID[selectedAccountId]?.accountReconEntity
+        .account.accountType;
+    const shouldFilterByPaymentAccountType = selectedAccountType === 'bank' || selectedAccountType === 'credit_card';
+    return Object.values(accountReconciliationsByAccountID)
+        .map((accountReconciliation) => accountReconciliation.accountReconEntity.account)
+        .filter((account) => {
+        if (shouldFilterByPaymentAccountType !== true) {
+            return true;
+        }
+        return account.accountType === selectedAccountType;
+    });
 }
 const UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES = new Set(['in_progress', 'reconciled', 'reconciled_on_qbo']);
 export function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID) {
@@ -488,6 +498,27 @@ export function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID
     })
         .map((accountReconciliation) => accountReconciliation.accountReconEntity.account.accountId);
 }
+/** Selectable accounts that already have a statement — mapping will override that work. */
+export function getLedgerAccountIdsWithStatementOverrideWarning(accountReconciliationsByAccountID, selectedAccountId) {
+    return Object.values(accountReconciliationsByAccountID)
+        .filter((accountReconciliation) => {
+        const entity = accountReconciliation.accountReconEntity;
+        const accountId = entity.account.accountId;
+        if (selectedAccountId != null && accountId === selectedAccountId) {
+            return false;
+        }
+        const hasUploadedStatement = entity.statementStatus?.code === 'uploaded' ||
+            entity.statementMetaData?.file != null ||
+            accountReconciliation.statementParseInProgress === true;
+        if (hasUploadedStatement !== true) {
+            return false;
+        }
+        const statusCode = entity.reconciliationStatus?.code;
+        return (statusCode == null ||
+            UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES.has(statusCode) !== true);
+    })
+        .map((accountReconciliation) => accountReconciliation.accountReconEntity.account.accountId);
+}
 export const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

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

@@ -1,3 +1,4 @@
+import { buildAccountingDetail, } from './editInvoicingCatalogItemDetailViewPayload';
 import { invoicingProductToCatalogItemFormSubFamily, isTieredCatalogPricingModel, } from './invoicingCatalogItemFormConfig';
 const trimOrUndefined = (value) => value.trim() !== '' ? value.trim() : undefined;
 const trimOrNull = (value) => value.trim() !== '' ? value.trim() : null;
@@ -35,7 +36,7 @@ const tierToPayload = (tier) => ({
     pricing_type: tier.pricingType,
     starting_unit: Number(tier.startingUnit) || 1,
 });
-const subFamilyToProductUpdate = (subFamily, itemType) => {
+const subFamilyToProductUpdate = (subFamily, itemType, lookup) => {
     const tiered = isTieredCatalogPricingModel(subFamily.pricingModel);
     const data = {
         billing_cycles: hasValue(subFamily.billingCycles)
@@ -62,9 +63,12 @@ const subFamilyToProductUpdate = (subFamily, itemType) => {
     if (itemType === 'addon') {
         data.proration_type = subFamily.prorationType;
     }
+    // `null` rather than omitted when empty: an absent key on an update reads as
+    // "leave it alone", so a cleared account or class could never be saved.
+    data.accounting_detail = buildAccountingDetail(subFamily, lookup) ?? null;
     return { data, id: subFamily.id };
 };
-export const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan', originalSubFamilies) => {
+export const catalogDetailEditValuesToSavePayload = (values, lookup, itemType = 'plan', originalSubFamilies) => {
     const planData = {
         applicable_items: values.itemApplicability === 'restricted' ? values.applicableItems : [],
         enabled_for_checkout: values.enabledForCheckout,
@@ -96,12 +100,12 @@ export const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan',
         planData.unit = unit;
     }
     const productUpdates = values.subFamilies.flatMap((subFamily) => {
-        const update = subFamilyToProductUpdate(subFamily, itemType);
+        const update = subFamilyToProductUpdate(subFamily, itemType, lookup);
         const original = originalSubFamilies?.find((product) => product.id === subFamily.id);
         if (original == null) {
             return [update];
         }
-        const originalUpdate = subFamilyToProductUpdate(subFamilyToEditValues(original), itemType);
+        const originalUpdate = subFamilyToProductUpdate(subFamilyToEditValues(original), itemType, lookup);
         const changedData = Object.fromEntries(Object.entries(update.data).filter(([key, value]) => JSON.stringify(value) !== JSON.stringify(originalUpdate.data[key])));
         return Object.keys(changedData).length > 0
             ? [{ data: changedData, id: update.id }]
@@ -113,21 +117,28 @@ export const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan',
     };
 };
 /** Build POST /catalog/products body for Create sub-family. */
-export const createSubFamilyFormToPayload = (itemId, itemType, values) => {
+export const createSubFamilyFormToPayload = (itemId, itemType, values, lookup) => {
     const name = values.name.trim();
     const priceCode = trimOrUndefined(values.priceCode) ?? toProductCode(name);
     const tiered = isTieredCatalogPricingModel(values.pricingModel);
     const payload = {
         currency_code: 'USD',
         free_quantity: Number(values.freeQuantity) || 0,
-        is_taxable: true,
+        is_taxable: values.isTaxable,
         item_id: itemId,
         name,
         price: tiered ? 0 : (values.priceDollars?.amount ?? 0),
         price_code: priceCode,
         pricing_model: values.pricingModel || 'flat_fee',
-        show_description_in_invoices: true,
+        show_description_in_invoices: values.showDescriptionInInvoices,
+        show_description_in_quotes: values.showDescriptionInQuotes,
     };
+    // The same accounting body the item payload sends, so a price point created
+    // from the dialog carries the account and class the form would have given it.
+    const accountingDetail = buildAccountingDetail(values, lookup);
+    if (accountingDetail != null) {
+        payload.accounting_detail = accountingDetail;
+    }
     if (tiered) {
         payload.tiers = (values.tiers ?? []).map(tierToPayload);
     }
@@ -157,10 +168,13 @@ export const createSubFamilyFormToPayload = (itemId, itemType, values) => {
     return payload;
 };
 export const productToCreateSubFamilyFormValues = (product) => ({
+    accountingCategory: product?.accountingDetail?.accountingCategory1 ?? '',
+    accountingCode: product?.accountingDetail?.accountingCode ?? '',
     billingCycles: product?.billingCycles != null ? String(product.billingCycles) : '',
     description: product?.description ?? '',
     freeQuantity: product?.freeQuantity != null ? String(product.freeQuantity) : '0',
     invoiceNotes: product?.invoiceNotes ?? '',
+    isTaxable: product?.isTaxable ?? true,
     name: product?.name != null ? `${product.name} (copy)` : '',
     period: product?.period != null ? String(product.period) : '1',
     periodUnit: product?.periodUnit ?? 'month',
@@ -168,6 +182,9 @@ export const productToCreateSubFamilyFormValues = (product) => ({
     priceDollars: product?.price,
     pricingModel: product?.pricingModel ?? 'flat_fee',
     prorationType: product?.prorationType ?? 'site_default',
+    showDescriptionInInvoices: product?.showDescriptionInInvoices ?? true,
+    showDescriptionInQuotes: product?.showDescriptionInQuotes ?? false,
+    sku: product?.accountingDetail?.sku ?? '',
     trialEndAction: product?.trialEndAction ?? 'site_default',
     trialPeriod: product?.trialPeriod != null ? String(product.trialPeriod) : '',
     trialPeriodUnit: product?.trialPeriodUnit ?? 'day',

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

@@ -9,7 +9,7 @@ const toProductCode = (value) => value
     .toLowerCase()
     .replace(/[^a-z0-9]+/g, '-')
     .replace(/^-|-$/g, '');
-const buildAccountingDetail = (subFamily, lookup) => {
+export const buildAccountingDetail = (subFamily, lookup) => {
     const detail = {};
     if (subFamily.sku.trim() !== '') {
         detail.sku = subFamily.sku.trim();

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

@@ -1,7 +1,7 @@
 import { createSelector } from '@reduxjs/toolkit';
 import { getInvoicingPlanById, getInvoicingPlansByIds, } from '../../../entity/invoicing/plan/planSelector';
 import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
-import { INVOICING_INCOME_ACCOUNT_TYPES, getInvoicingQboView, invoicingAccountHierarchyForTypes, isInvoicingAccountingPickerDataLoading, isInvoicingQboConnected, } from '../invoicingQboView/invoicingQboViewSelector';
+import { getInvoicingQboView, isInvoicingAccountingPickerDataLoading, isInvoicingQboConnected, } from '../invoicingQboView/invoicingQboViewSelector';
 import { INVOICING_CATALOG_APPLICABILITY_VALUES, INVOICING_CATALOG_PRICING_MODEL_VALUES, INVOICING_CATALOG_PRORATION_VALUES, INVOICING_CATALOG_TIER_TYPE_VALUES, entityToInvoicingCatalogItemFormLocalData, } from './invoicingCatalogItemFormConfig';
 export const getEditInvoicingCatalogItemDetailViewState = (state) => ({
     fetchState: state.editInvoicingCatalogItemDetailViewState.fetchState,
@@ -49,17 +49,15 @@ export const getInvoicingCatalogItemFormView = (state, id) => {
     const applicableItemOptions = id != null
         ? allApplicableItemOptions.filter((option) => option.id !== id)
         : allApplicableItemOptions;
-    const isQboConnected = isInvoicingQboConnected(state);
+    const qboView = isInvoicingQboConnected(state)
+        ? getInvoicingQboView(state)
+        : undefined;
     const { billingPeriodUnitOptions, catalogItemTypeOptions, catalogTierTypeOptionsByPricingModel, catalogTrialEndActionOptions, catalogTrialUnitOptions, } = getInvoicingConfigView(state);
     return {
         fieldHelp: invoicingFieldHelpForGroup(state, 'catalog'),
         isQboPickerDataLoading: isInvoicingAccountingPickerDataLoading(state),
-        qboClassHierarchy: isQboConnected
-            ? getInvoicingQboView(state).nestedClassHierarchy
-            : [],
-        qboIncomeAccountHierarchy: isQboConnected
-            ? invoicingAccountHierarchyForTypes(state, INVOICING_INCOME_ACCOUNT_TYPES)
-            : [],
+        qboAccountHierarchy: qboView?.nestedAccountHierarchy ?? [],
+        qboClassHierarchy: qboView?.nestedClassHierarchy ?? [],
         applicabilityValues: INVOICING_CATALOG_APPLICABILITY_VALUES,
         applicableItemOptions,
         localData,

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

@@ -2,6 +2,8 @@ import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { mergeInvoicingPlanSubFamily } from '../../../entity/invoicing/plan/planReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { getInvoicingCatalogAccountingLookup } from '../invoicingQboView/invoicingQboViewSelector';
+import { createSubFamilyFormToPayload } from './catalogDetailEditPayload';
 import { archiveInvoicingCatalogSubFamily, createInvoicingCatalogSubFamily, submitInvoicingCatalogItemFormFailure, submitInvoicingCatalogItemFormSuccess, } from './editInvoicingCatalogItemDetailViewReducer';
 const subFamilySuccessActions = (parentItemId, subFamilyPayload) => [
     mergeInvoicingPlanSubFamily(parentItemId, subFamilyPayload),
@@ -10,8 +12,12 @@ const subFamilySuccessActions = (parentItemId, subFamilyPayload) => [
         kind: 'plan',
     }),
 ];
-export const createInvoicingCatalogSubFamilyEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createInvoicingCatalogSubFamily.match), mergeMap((action) => {
-    const { data, parentItemId } = action.payload;
+export const createInvoicingCatalogSubFamilyEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(createInvoicingCatalogSubFamily.match), mergeMap((action) => {
+    const { itemType, parentItemId, values } = action.payload;
+    const state = state$.value;
+    // Built here so the dialog can stay in picked ids: resolving one to the
+    // account record the payload carries needs the shared account list.
+    const data = createSubFamilyFormToPayload(parentItemId, itemType, values, getInvoicingCatalogAccountingLookup(state));
     const baseUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0`;
     return zeniAPI
         .postAndGetJSON(`${baseUrl}/catalog/products`, data)

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

@@ -6,26 +6,31 @@ 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 { getInvoicingCatalogAccountingLookup } from '../invoicingQboView/invoicingQboViewSelector';
+import { catalogDetailEditValuesToSavePayload, } from './catalogDetailEditPayload';
 import { localDataToSaveInvoicingCatalogItemPayload, } from './editInvoicingCatalogItemDetailViewPayload';
 import { saveInvoicingCatalogItem, submitInvoicingCatalogItemForm, submitInvoicingCatalogItemFormFailure, submitInvoicingCatalogItemFormSuccess, } from './editInvoicingCatalogItemDetailViewReducer';
 export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter((action) => submitInvoicingCatalogItemForm.match(action) ||
     saveInvoicingCatalogItem.match(action)), mergeMap((action) => {
     const { id } = action.payload;
-    // Draft-based create/edit form vs. detail-page inline edit (raw data).
+    const state = state$.value;
+    const accountingLookup = getInvoicingCatalogAccountingLookup(state);
+    // Both sources are form values, turned into request bodies here so the
+    // picked account and class become the records the service stores: the
+    // detail page's edit form, or the create/edit form's draft.
     let data;
+    let editProductUpdates;
     if (saveInvoicingCatalogItem.match(action)) {
-        data = action.payload.data;
+        const { editValues, itemType, originalSubFamilies } = action.payload;
+        const savePayload = catalogDetailEditValuesToSavePayload(editValues, accountingLookup, itemType, originalSubFamilies);
+        data = savePayload.planData;
+        editProductUpdates = savePayload.productUpdates;
     }
     else {
-        const viewState = state$.value.editInvoicingCatalogItemDetailViewState;
+        const viewState = state.editInvoicingCatalogItemDetailViewState;
         const localData = (id != null ? viewState.editDraftById[id] : viewState.newItemDraft) ??
             viewState.newItemDraft;
-        const state = state$.value;
-        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null, {
-            accountByQboId: (qboId) => invoicingQboAccountByQboId(state, qboId),
-            classByQboId: (qboId) => invoicingQboClassByQboId(state, qboId),
-        });
+        data = localDataToSaveInvoicingCatalogItemPayload(localData, id == null, accountingLookup);
     }
     const baseUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0`;
     const path = id != null
@@ -88,7 +93,7 @@ export const saveInvoicingCatalogItemEpic = (actions$, state$, zeniAPI) => actio
                 return resultActions;
             };
             const productUpdates = saveInvoicingCatalogItem.match(action)
-                ? (action.payload.productUpdates ?? [])
+                ? (editProductUpdates ?? [])
                 : [];
             if (productUpdates.length === 0) {
                 return completeSave([]);

package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingAccountingPickersEpic.js

@@ -18,7 +18,6 @@ export const fetchInvoicingAccountingPickersEpic = (actions$, state$) => actions
         accountList.fetchState !== 'In-Progress') {
         // Same arguments the vendor and categorization screens pass, so this
         // shares their cached list rather than replacing it with a narrower one.
-        // Invoicing narrows to income accounts when it builds its options.
         actions.push(fetchAccountList(INVOICING_ACCOUNT_LIST_KEY, true));
     }
     const classList = state.classListState;

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

@@ -1,8 +1,9 @@
+import { createSelector } from '@reduxjs/toolkit';
 import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 // The shared bucket, fetched with the same arguments as the other consumers so
-// whichever screen loads first satisfies the rest. Invoicing narrows to income
-// accounts when it builds its options, so it does not need its own copy.
+// whichever screen loads first satisfies the rest. Invoicing renders the same
+// accounts they do, so it does not need its own copy.
 export const INVOICING_ACCOUNT_LIST_KEY = 'accountList';
 /** Whether QBO is connected, without building the option lists to find out. */
 export const isInvoicingQboConnected = (state) => state.invoicingQboViewState.connection?.connected === true;
@@ -29,14 +30,6 @@ export const isInvoicingAccountingPickerDataLoading = (state) => {
 };
 /** The QBO connection fetch on its own, without building the bundled view. */
 export const getInvoicingQboConnectionFetchState = (state) => state.invoicingQboViewState.connectionFetchState;
-/**
- * Account types that can back invoicing revenue. Named here so screens ask for
- * "income accounts" rather than repeating the accounting service's vocabulary.
- */
-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
@@ -77,6 +70,17 @@ export const invoicingQboClassByQboId = (state, qboId) => {
         return undefined;
     }
 };
+/**
+ * The resolver every catalog and settings payload builder needs: a picked
+ * QuickBooks id turned back into the account or class record the request body
+ * carries. Memoized so callers get one stable object rather than a fresh pair of
+ * closures per store change, which in `mapStateToProps` would re-render on every
+ * unrelated action.
+ */
+export const getInvoicingCatalogAccountingLookup = createSelector((state) => state, (state) => ({
+    accountByQboId: (qboId) => invoicingQboAccountByQboId(state, qboId),
+    classByQboId: (qboId) => invoicingQboClassByQboId(state, qboId),
+}));
 /**
  * Accounts and classes as the invoicing pickers need them. Both come from the
  * shared accounting-service lists, so whatever another screen already loaded
@@ -84,17 +88,12 @@ export const invoicingQboClassByQboId = (state, qboId) => {
  * API stores; an account without one cannot be posted, so it is dropped rather
  * than offered.
  */
-const invoicingAccountingOptions = (state, accountTypes) => {
+const invoicingAccountingOptions = (state) => {
     const { accounts } = getAccountList(state.accountState, state.accountListState, INVOICING_ACCOUNT_LIST_KEY);
     return accounts.flatMap((account) => {
         if (account.qboId == null || account.isDeleted === true) {
             return [];
         }
-        if (accountTypes != null &&
-            (account.accountType == null ||
-                !accountTypes.includes(account.accountType))) {
-            return [];
-        }
         return [
             {
                 id: String(account.qboId),
@@ -151,26 +150,6 @@ const invoicingAccountingClassOptions = (state) => {
             },
         ]);
 };
-/**
- * The account tree narrowed to the given account types. The tree itself carries
- * no account type, so the flat account list supplies that and the matching
- * `qboId`s are kept — which is why callers that only need "income accounts, as a
- * tree" do not have to hold a second flat list to filter with.
- */
-export const invoicingAccountHierarchyForTypes = (state, accountTypes) => {
-    const allowedQboIds = new Set(invoicingAccountingOptions(state, accountTypes).map((account) => account.id));
-    const keepMatching = (nodes) => nodes.flatMap((node) => {
-        const children = keepMatching(node.children);
-        const isMatch = node.qboId != null && allowedQboIds.has(String(node.qboId));
-        // A parent that is not itself a match is still kept when it holds one, so
-        // the tree's shape survives the filter.
-        if (!isMatch && children.length === 0) {
-            return [];
-        }
-        return [{ ...node, children }];
-    });
-    return keepMatching(getNestedAccountListHierarchy(state.accountListState, INVOICING_ACCOUNT_LIST_KEY));
-};
 /**
  * Single bundled view for the QBO integration settings screen — the
  * connection, the account and class options, sync health, and the fetch/action