@zeniai/client-epic-state 5.2.26 → 5.2.27-betaRD0

package/lib/esm/entity/aiCfo/aiCfoReducer.js

@@ -110,6 +110,7 @@ function chatHistoryToQA(history) {
                                 ? parsedAgentMessage.follow_up_questions
                                 : [],
                             suggestedReply: parsedAgentMessage.suggested_reply ?? undefined,
+                            capabilityPromo: toCapabilityPromo(parsedAgentMessage.capability_promo),
                             assumptions: parsedAgentMessage.assumptions ?? '',
                             insights: parsedAgentMessage.insights ?? '',
                             summarizedTitle: parsedAgentMessage.summarized_title ?? undefined,
@@ -118,6 +119,7 @@ function chatHistoryToQA(history) {
                             artifactTitle: parsedAgentMessage.artifact_title ?? undefined,
                             artifactHostUrl: parsedAgentMessage.artifact_host_url ?? undefined,
                             exports: toAiCfoExports(parsedAgentMessage.exports),
+                            skillDraft: toSkillDraft(parsedAgentMessage.skill_draft),
                         },
                         createdAt: zeniDate(agentMessage.created_at),
                     };
@@ -368,8 +370,76 @@ const toAiCfoVisualizationData = (data) => {
         columns,
     };
 };
+const AI_CFO_CAPABILITY_PROMO_SURFACES = [
+    'banner',
+    'inline',
+];
+const toAiCfoCapabilityPromoSurface = (value) => AI_CFO_CAPABILITY_PROMO_SURFACES.find((surface) => surface === value);
+const trimmedOrUndefined = (value) => {
+    const trimmed = value?.trim() ?? '';
+    return trimmed.length > 0 ? trimmed : undefined;
+};
+const toSkillDraft = (payload) => {
+    // Dropped rather than partially built when either required field is missing:
+    // a Save control wired to a body the create endpoint would reject is worse
+    // than no control, because the failure only surfaces after the click.
+    if (payload == null) {
+        return undefined;
+    }
+    // Trimmed to '' FIRST, then chosen by length. Not `??`: a whitespace-only
+    // display_name trims to '', which is not nullish, so `??` would keep the
+    // empty string and drop a draft that has a perfectly good `name`.
+    const rawName = payload.name?.trim() ?? '';
+    const rawDisplayName = payload.display_name?.trim() ?? '';
+    const name = rawName.length > 0 ? rawName : rawDisplayName;
+    const displayName = rawDisplayName.length > 0 ? rawDisplayName : name;
+    const instructions = payload.instructions?.trim() ?? '';
+    if (name.length === 0 || instructions.length === 0) {
+        return undefined;
+    }
+    const examples = payload.parameter_hints?.examples;
+    return {
+        // Kept SEPARATE even though the agent currently sends both the same: the
+        // create endpoint takes `name` and `display_name` as distinct fields, and
+        // collapsing them here would submit the display label as the identifier if
+        // they ever diverge.
+        name,
+        displayName,
+        instructions,
+        // An empty description is ABSENT, matching the way blank parameter hints
+        // are dropped below — `?? undefined` would store ''.
+        description: trimmedOrUndefined(payload.description),
+        parameterHints: Array.isArray(examples)
+            ? examples.filter((hint) => typeof hint === 'string' && hint.trim().length > 0)
+            : undefined,
+    };
+};
+const toCapabilityPromo = (payload) => {
+    // Runtime payloads can miss fields regardless of the wire type — drop the
+    // promo on a missing/empty id or copy, and narrow surface to the union.
+    if (payload == null || !payload.id || !payload.copy) {
+        return undefined;
+    }
+    const surface = toAiCfoCapabilityPromoSurface(payload.surface);
+    if (surface == null) {
+        return undefined;
+    }
+    const cta = toCapabilityPromoCta(payload.cta);
+    return {
+        copy: payload.copy,
+        id: payload.id,
+        surface,
+        ...(cta != null && { cta }),
+    };
+};
+const toCapabilityPromoCta = (payload) => {
+    if (payload == null || !payload.label || !payload.prefill) {
+        return undefined;
+    }
+    return { label: payload.label, prefill: payload.prefill };
+};
 const toResponseBlockType = (answer, userId) => {
-    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, exports, } = answer;
+    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, capability_promo, exports, skill_draft, } = answer;
     const { chat_session_id, message_id, timestamp, chain_of_thought_action_steps: chainOfThoughtActionSteps = [], } = metadata;
     return {
         messageId: message_id,
@@ -384,6 +454,7 @@ const toResponseBlockType = (answer, userId) => {
             table: table != null ? toAiCfoVisualization(table) : undefined,
             followUpQuestions: follow_up_questions ?? [],
             suggestedReply: suggested_reply ?? undefined,
+            capabilityPromo: toCapabilityPromo(capability_promo),
             assumptions: assumptions ?? '',
             insights: insights ?? '',
             summarizedTitle: summarized_title ?? undefined,
@@ -392,6 +463,7 @@ const toResponseBlockType = (answer, userId) => {
             artifactTitle: artifact_title ?? undefined,
             artifactHostUrl: artifact_host_url ?? undefined,
             exports: toAiCfoExports(exports),
+            skillDraft: toSkillDraft(skill_draft),
         },
         createdAt: zeniDate(timestamp),
     };

package/lib/esm/entity/file/fileState.js

@@ -72,6 +72,7 @@ const ALLOWED_DOCUMENT_TYPES = [
     'bill_pay',
     'certificate_of_incorporation',
     'check',
+    'company_logo',
     'contract',
     'driving_license',
     'employer_identification_number_confirmation',
@@ -95,6 +96,7 @@ const ALLOWED_PURPOSE_IDS = [
     'business_verification_others',
     'bill_pay',
     'international_wire_business_verification',
+    'company_logo',
     'others',
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars

package/lib/esm/entity/invoicing/creditNote/creditNotePayload.js

@@ -9,7 +9,6 @@ export const mapInvoicingCreditNoteLineItemPayloadToState = (payload, currencyCo
     unitAmount: toAmount(payload.unit_amount, currencyCode, currencySymbol),
     entityType: payload.entity_type,
     id: payload.id,
-    productCode: payload.product_code,
 });
 export const mapInvoicingCreditNoteAllocationPayloadToState = (payload, currencyCode, currencySymbol) => ({
     allocatedAmount: toAmount(payload.allocated_amount, currencyCode, currencySymbol),

package/lib/esm/entity/invoicing/invoice/invoicePayload.js

@@ -19,7 +19,6 @@ const mapLineItem = (payload, currencyCode, currencySymbol) => ({
     itemLevelDiscountAmount: payload.item_level_discount_amount != null
         ? toAmount(payload.item_level_discount_amount, currencyCode, currencySymbol)
         : undefined,
-    productCode: payload.product_code,
     subscriptionID: payload.subscription_id,
     taxAmount: payload.tax_amount != null
         ? toAmount(payload.tax_amount, currencyCode, currencySymbol)

package/lib/esm/entity/invoicing/invoicingCustomer/invoicingCustomerPayload.js

@@ -72,7 +72,6 @@ export const mapInvoicingCustomerPayloadToState = (payload) => {
         phone: payload.phone,
         plan: payload.plan,
         planName: payload.plan_name,
-        productCode: payload.product_code,
         preferredCurrencyCode: payload.preferred_currency_code,
         promotionalCredits: payload.promotional_credits != null
             ? toAmount(payload.promotional_credits, currencyCode, currencySymbol)

package/lib/esm/entity/invoicing/invoicingSubscription/invoicingSubscriptionPayload.js

@@ -12,7 +12,6 @@ export const mapInvoicingSubscriptionItemPayloadToState = (payload, currencyCode
     itemPriceCode: payload.item_price_code,
     itemPriceID: payload.item_price_id,
     itemType: payload.item_type,
-    productCode: payload.product_code,
     quantity: payload.quantity,
     unitPrice: payload.unit_price != null
         ? toAmount(payload.unit_price, currencyCode, currencySymbol)
@@ -58,6 +57,7 @@ export const mapInvoicingSubscriptionPayloadToState = (payload) => {
         billingPeriod: payload.billing_period,
         billingPeriodUnit: payload.billing_period_unit,
         cancelReason: payload.cancel_reason,
+        cancelReasonCode: payload.cancel_reason_code,
         cancelledAt: payload.cancelled_at != null ? date(payload.cancelled_at) : undefined,
         catalogItemID: payload.catalog_item_id,
         contractTerm: payload.contract_term != null
@@ -88,7 +88,6 @@ export const mapInvoicingSubscriptionPayloadToState = (payload) => {
             : undefined,
         planID: payload.plan_id,
         planName: payload.plan_name,
-        productCode: payload.product_code,
         poNumber: payload.po_number,
         remainingBillingCycles: payload.remaining_billing_cycles,
         resumeDate: payload.resume_date != null ? date(payload.resume_date) : undefined,

package/lib/esm/epic.js

@@ -400,6 +400,7 @@ 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';
@@ -1382,6 +1383,7 @@ const ALL_EPICS = [
     submitInvoicingBrandingFormEpic,
     submitInvoicingQboSettingsEpic,
     submitQuestionEpic,
+    submitRecommendationFeedbackEpic,
     switchExpenseAutomationJESchedulesTabEpic,
     syncInvoicingSubscriptionCouponsEpic,
     syncTabsAfterAutomatchEpic,

package/lib/esm/index.js

@@ -266,7 +266,7 @@ 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';
@@ -632,7 +632,7 @@ 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, };

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -58,6 +58,7 @@ export const initialAiCfoViewState = {
         fetchState: 'Not-Started',
         error: undefined,
         savedMacroId: undefined,
+        kind: undefined,
     },
     skillVersionBody: {
         fetchState: 'Not-Started',
@@ -777,6 +778,7 @@ const aiCfoView = createSlice({
                     fetchState: 'In-Progress',
                     error: undefined,
                     savedMacroId: undefined,
+                    kind: 'save',
                 };
             },
             prepare(payload) {
@@ -828,6 +830,7 @@ const aiCfoView = createSlice({
                     fetchState: 'In-Progress',
                     error: undefined,
                     savedMacroId: undefined,
+                    kind: 'visibility',
                 };
             },
             prepare(payload) {
@@ -863,6 +866,7 @@ const aiCfoView = createSlice({
                     fetchState: 'In-Progress',
                     error: undefined,
                     savedMacroId: undefined,
+                    kind: 'delete',
                 };
             },
             prepare(payload) {
@@ -891,6 +895,7 @@ const aiCfoView = createSlice({
                 fetchState: 'Not-Started',
                 error: undefined,
                 savedMacroId: undefined,
+                kind: undefined,
             };
         },
         openSkillsBrowser(draft) {

package/lib/esm/view/aiCfoView/aiCfoViewSelector.js

@@ -62,6 +62,7 @@ const EMPTY_SKILL_MUTATION_STATE = {
     fetchState: 'Not-Started',
     error: undefined,
     savedMacroId: undefined,
+    kind: undefined,
 };
 export function getSkills(state) {
     return state.aiCfoViewState?.skills ?? EMPTY_SKILLS_STATE;

package/lib/esm/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js

@@ -73,17 +73,39 @@ export const promoteOneTimeAccrualEpic = (actions$, state$, zeniAPI) => actions$
     const debitClassId = edits?.jeDebitAccountingClassId ?? accrual?.jeDebitAccountingClassId;
     const debitClassName = edits?.jeDebitAccountingClassName ??
         accrual?.jeDebitAccountingClassName;
+    // The accrual document stores names alongside ids, so every id below travels with its name.
+    // Sending an id on its own leaves the stored row -- and the JE posted from it -- naming the
+    // account the user just moved away from. Create has always sent the full set; promote did
+    // not, which is the difference the two paths were showing.
+    const debitAccountName = edits?.jeDebitAccountName ?? accrual?.jeDebitAccountName;
+    const creditAccountName = edits?.jeCreditAccountName ?? accrual?.jeCreditAccountName;
+    // Credit-side class is never edited on this form -- the liability side is the Balance Sheet
+    // class the draft was born with -- so it is echoed straight back from the draft.
+    const creditClassId = accrual?.jeCreditAccountingClassId;
+    const creditClassName = accrual?.jeCreditAccountingClassName;
     const payload = {
         amount,
         memo: edits?.memo ?? accrual?.memo ?? '',
         je_debit_account_id: debitAccountId,
         je_credit_account_id: creditAccountId,
+        ...(debitAccountName != null
+            ? { je_debit_account_name: debitAccountName }
+            : {}),
+        ...(creditAccountName != null
+            ? { je_credit_account_name: creditAccountName }
+            : {}),
         ...(debitClassId != null
             ? { je_debit_accounting_class_id: debitClassId }
             : {}),
         ...(debitClassName != null
             ? { je_debit_accounting_class_name: debitClassName }
             : {}),
+        ...(creditClassId != null
+            ? { je_credit_accounting_class_id: creditClassId }
+            : {}),
+        ...(creditClassName != null
+            ? { je_credit_accounting_class_name: creditClassName }
+            : {}),
         // Mirrors the create payload: reverse_next_month alone decides the policy, and the date is
         // only meaningful when it is true -- agent-je derives the reversal from the bill otherwise.
         reverse_next_month: reverseNextMonth,

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

@@ -12,8 +12,8 @@ import { getClassList, getNestedClassListHierarchy, } from '../../classList/clas
 import { getAccountsTypesForScheduleDetails } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
 import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';
 import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
-import { getAllSteps } from './getAllStepsHelper';
 import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../types/jeSchedulesViewState';
+import { getAllSteps } from './getAllStepsHelper';
 import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
 import { getNewScheduleView } from './jeNewScheduleViewSelector';
 // Matches the AI-automation user addresses webc's schedule list row already
@@ -330,7 +330,9 @@ export function getExpenseAutomationJESchedulesView(state) {
      */
     const sumToAmount = (schedules) => {
         const first = schedules[0];
-        const currency = first != null ? getScheduleAmountObject(first) : allScheduleAmountFallback;
+        const currency = first != null
+            ? getScheduleAmountObject(first)
+            : allScheduleAmountFallback;
         return {
             ...currency,
             amount: sumAmount(schedules),

package/lib/esm/view/invoicing/dataImportView/dataImportViewSelector.js

@@ -1,3 +1,4 @@
+import { invoicingFieldHelpForGroup } from '../invoicingConfigView/invoicingConfigViewSelector';
 /**
  * Single bundled view for the invoicing data-import surfaces — consumers read
  * only this. Carries the migration `sessions` list + `sessionsFetch`, the
@@ -7,6 +8,7 @@
 export const getInvoicingDataImportView = (state) => {
     const dataImportState = state.invoicingDataImportViewState;
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'data_import'),
         activeMigrationSessionId: dataImportState.activeDetailId,
         sessionDetail: dataImportState.sessionDetail,
         sessionDetailFetch: dataImportState.sessionDetailFetch,

package/lib/esm/view/invoicing/invoicingConfigView/invoicingConfigViewReducer.js

@@ -34,6 +34,7 @@ export const initialState = {
     discountStatusOptions: [],
     dunningCaseStatusOptions: [],
     invoiceStatusOptions: [],
+    subscriptionCancelReasonCodeOptions: [],
     subscriptionStatusOptions: [],
     transactionStatusOptions: [],
     transactionTypeOptions: [],
@@ -103,6 +104,7 @@ export function mapInvoicingConfigPayloadToState(payload) {
         discountStatusOptions: (payload.discount_status_options ?? []).map(toInvoicingNamedOption),
         dunningCaseStatusOptions: (payload.dunning_case_status_options ?? []).map(toInvoicingNamedOption),
         invoiceStatusOptions: (payload.invoice_status_options ?? []).map(toInvoicingNamedOption),
+        subscriptionCancelReasonCodeOptions: (payload.subscription_cancel_reason_code_options ?? []).map(toInvoicingNamedOption),
         subscriptionStatusOptions: (payload.subscription_status_options ?? []).map(toInvoicingNamedOption),
         transactionStatusOptions: (payload.transaction_status_options ?? []).map(toInvoicingNamedOption),
         transactionTypeOptions: (payload.transaction_type_options ?? []).map(toInvoicingNamedOption),

package/lib/esm/view/invoicing/invoicingOverview/invoicingOverviewPayload.js

@@ -37,7 +37,6 @@ export const mapInvoicingPlanRevenuePointPayloadToState = (payload) => ({
     mrr: toAmount(payload.mrr, 'USD', '$'),
     pct: payload.pct,
     planID: payload.plan,
-    productCode: payload.product_code,
 });
 export const mapInvoicingDashboardSummaryPayloadToState = (payload) => ({
     customerMovement: {

package/lib/esm/view/invoicing/invoicingSubscriptionDetailView/invoicingSubscriptionDetailViewSelector.js

@@ -1,11 +1,12 @@
 import { getInvoicingSubscriptionById as getInvoicingSubscriptionByIdFromState } from '../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionSelector';
-import { invoicingFieldHelpForGroup } from '../invoicingConfigView/invoicingConfigViewSelector';
+import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingSubscriptionActionState } from '../subscriptionAction/subscriptionActionSelector';
 export const getInvoicingSubscriptionById = (state, id) => getInvoicingSubscriptionByIdFromState(state.invoicingSubscriptionState, id);
 export const getInvoicingSubscriptionDetail = (state, invoicingSubscriptionID) => {
     const { error, fetchState } = state.invoicingSubscriptionDetailViewState;
     return {
         fieldHelp: invoicingFieldHelpForGroup(state, 'subscription'),
+        cancelReasonCodeOptions: getInvoicingConfigView(state).subscriptionCancelReasonCodeOptions,
         actionState: getInvoicingSubscriptionActionState(invoicingSubscriptionID)(state),
         subscription: getInvoicingSubscriptionById(state, invoicingSubscriptionID),
         fetchState,

package/lib/esm/view/invoicing/invoicingSubscriptionListView/invoicingSubscriptionListViewSelector.js

@@ -28,6 +28,7 @@ export const getInvoicingSubscriptionListView = createSelector((state) => state.
         count: listViewState.counts,
         countsFetchState: listViewState.countsFetchState,
         subscriptionCommercialEditAllowedFromStatuses: configState.subscriptionCommercialEditAllowedFromStatuses,
+        cancelReasonCodeOptions: configState.subscriptionCancelReasonCodeOptions,
         subscriptionLifecycleActionOptions: configState.subscriptionLifecycleActionOptions,
         subscriptionMetadataEditAllowedFromStatuses: configState.subscriptionMetadataEditAllowedFromStatuses,
         statusOptions,

package/lib/esm/view/invoicing/invoicingSubscriptionListView/invoicingSubscriptionListViewState.js

@@ -3,7 +3,6 @@ export const ALL_INVOICING_SUBSCRIPTION_SORT_KEYS = [
     'subscription',
     'customer',
     'plan',
-    'product_code',
     'term_end',
     'next_billing',
     'auto_collect',
@@ -15,7 +14,6 @@ export const INVOICING_SUBSCRIPTION_COLUMNS = [
     { key: 'subscription', sortable: true },
     { key: 'customer', sortable: false },
     { key: 'plan', sortable: true },
-    { key: 'product_code', sortable: true },
     { key: 'term_end', sortable: true },
     { key: 'next_billing', sortable: true },
     { key: 'auto_collect', sortable: true },

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

@@ -7,6 +7,7 @@ export const initialInvoicingBrandingFormLocalData = {
     dateFormat: '',
     defaultMemo: '',
     email: '',
+    invoiceFooterText: '',
     invoicePrefix: '',
     logoFileId: '',
     phone: '',
@@ -19,6 +20,7 @@ export const entityToInvoicingBrandingFormLocalData = (settings) => ({
     dateFormat: settings?.date_format ?? '',
     defaultMemo: settings?.default_memo ?? '',
     email: settings?.email ?? '',
+    invoiceFooterText: settings?.invoice_footer_text ?? '',
     invoicePrefix: settings?.invoice_prefix ?? '',
     logoFileId: settings?.logo_file_id ?? '',
     phone: settings?.phone ?? '',
@@ -39,6 +41,9 @@ export const brandingLocalDataToSettingsPayload = (localData, address) => ({
     date_format: trimOrUndefined(localData.dateFormat),
     default_memo: trimOrUndefined(localData.defaultMemo),
     email: trimOrUndefined(localData.email),
+    // Sent even when blank: "" is how the API is told to hide the footer line,
+    // so this one must not collapse to `undefined` like the fields above.
+    invoice_footer_text: localData.invoiceFooterText.trim(),
     invoice_prefix: trimOrUndefined(localData.invoicePrefix),
     logo_file_id: localData.logoFileId,
     phone: trimOrUndefined(localData.phone),

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

@@ -1,6 +1,6 @@
 import { getInvoicingQboAccountMappingId, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { getFormattedAddress } from '../../addressView/addressViewSelector';
-import { getInvoicingConfigView } from '../invoicingConfigView/invoicingConfigViewSelector';
+import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingQboView, isInvoicingAccountingPickerDataLoading, } from '../invoicingQboView/invoicingQboViewSelector';
 import { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, } from './invoicingBrandingFormConfig';
 import { initialInvoicingQboSettingsLocalData, } from './invoicingQboSettingsFormConfig';
@@ -26,6 +26,7 @@ export const getInvoicingSettingsFetchState = (state) => ({
 export const getInvoicingSettingsView = (state) => {
     const { error, fetchState, saveFetchState, settings, stripeFetchState } = state.invoicingSettingsViewState;
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'settings'),
         error,
         fetchState,
         saveState: saveFetchState,
@@ -78,6 +79,7 @@ export const getInvoicingSettingsHubView = (state) => {
     const { dunningScheduleActionOptions, enableState, error: configError, fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, status, } = getInvoicingConfigView(state);
     const { canEnable, isQboConfigured, isStripeConnected } = deriveInvoicingEnablePrerequisites(state.invoicingSettingsViewState.settings, state.invoicingQboViewState.connection?.connected === true, qboAccountMappingKindOptions);
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'settings'),
         // Keeps the onboarding step in the gate: a tenant that has not accepted the
         // terms cannot enable invoicing, whatever the integrations say.
         canEnableInvoicing: status === 'settings' && canEnable,
@@ -108,6 +110,7 @@ export const getInvoicingQboSettingsFormView = (state) => {
     const { fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, } = getInvoicingConfigView(state);
     const qboView = getInvoicingQboView(state);
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'settings'),
         accountMappingKindOptions: qboAccountMappingKindOptions,
         accounts: qboView.accounts,
         backfillState: qboView.backfillState,
@@ -147,6 +150,7 @@ export const getInvoicingBrandingFormView = (state) => {
         ? getFormattedAddress(newAddress.addressToCreate)
         : undefined;
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'settings'),
         addressLabel,
         dateFormatOptions: getInvoicingConfigView(state).dateFormatOptions,
         localData: brandingDraft ?? entityToInvoicingBrandingFormLocalData(settings),

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);

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

@@ -0,0 +1,52 @@
+import { EMPTY } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { isSuccessStatus } from '../../responsePayload';
+import { submitRecommendationFeedback } from './recommendationReducer';
+const toRequestBody = (payload) => ({
+    line_id: payload.lineId ?? null,
+    dimension: payload.dimension,
+    recommendation_set_id: payload.recommendationSetId ?? null,
+    top_pick_source: payload.topPickSource ?? null,
+    shown_recommendations: (payload.shownRecommendations ?? []).map((recommendation) => ({
+        source: recommendation.source,
+        rank: recommendation.rank,
+        value: {
+            name: recommendation.value.name,
+            id: recommendation.value.id ?? null,
+            integration_id: recommendation.value.integrationId ?? null,
+        },
+        confidence: recommendation.confidence ?? null,
+        reasoning: recommendation.reasoning ?? null,
+        cot: recommendation.cot ?? [],
+    })),
+    selected: {
+        name: payload.selected.name,
+        id: payload.selected.id ?? null,
+        integration_id: payload.selected.integrationId ?? null,
+        is_new_entity: payload.selected.isNewEntity ?? false,
+    },
+    matched_source: payload.matchedSource ?? null,
+    matched_rank: payload.matchedRank ?? null,
+    outcome: payload.outcome,
+    reason_text: payload.reasonText ?? null,
+    skipped: payload.skipped ?? false,
+    retracts_feedback_id: payload.retractsFeedbackId ?? null,
+    features: payload.features ?? null,
+});
+// Fire-and-forget: the epic never re-emits an action. Feedback delivery is a
+// side-effect that must not disrupt the categorization UX, so both the
+// success and error paths complete silently (errors are logged for debugging).
+export const submitRecommendationFeedbackEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(submitRecommendationFeedback.match), mergeMap((action) => {
+    const { transactionId } = action.payload;
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId}/recommendation-feedback`, toRequestBody(action.payload))
+        .pipe(mergeMap((response) => {
+        if (!isSuccessStatus(response)) {
+            console.error('submitRecommendationFeedbackEpic: recommendation feedback was not recorded', response.status);
+        }
+        return EMPTY;
+    }), catchError((error) => {
+        console.error('submitRecommendationFeedbackEpic: failed to submit recommendation feedback', error);
+        return EMPTY;
+    }));
+}));

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/epic/fetchBillPaySetupApproverViewEpic.js

@@ -2,13 +2,20 @@ import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateApprovalRules } from '../../../../../entity/approvalRule/approvalRuleReducer';
 import { getApprovalRulesByIds } from '../../../../../entity/approvalRule/approvalRuleSelector';
+import { getIsAccountingClassesEnabled } from '../../../../../entity/tenant/tenantSelector';
 import { updateAllUsers } from '../../../../../entity/user/userReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchClassList } from '../../../../classList/classListReducer';
 import { fetchBillPaySetupApproverView, fetchBillPaySetupApproverViewFailure, fetchBillPaySetupApproverViewSuccess, } from '../billPaySetupApproverViewReducer';
 export const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBillPaySetupApproverView.match), switchMap((action) => {
     const { cacheOverride, useV3 } = action.payload;
-    const { billPaySetupApproverViewState, approvalRuleState } = state$.value;
+    const { billPaySetupApproverViewState, approvalRuleState, classListState } = state$.value;
+    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state$.value);
     const approvalRules = getApprovalRulesByIds(approvalRuleState, billPaySetupApproverViewState.approvalRuleIds);
+    const shouldFetchClassList = isAccountingClassesEnabled &&
+        (cacheOverride === true ||
+            (classListState.hasValidState() === false &&
+                classListState.fetchState !== 'In-Progress'));
     if (cacheOverride === true ||
         approvalRules.length !==
             billPaySetupApproverViewState.approvalRuleIds.length ||
@@ -28,6 +35,9 @@ export const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) =>
                     updateApprovalRules(response.data.approval_rules),
                     fetchBillPaySetupApproverViewSuccess(approvalRuleIds),
                 ];
+                if (shouldFetchClassList) {
+                    actions.push(fetchClassList());
+                }
                 return from(actions);
             }
             else {
@@ -37,6 +47,12 @@ export const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) =>
     }
     else {
         const { approvalRuleIds } = billPaySetupApproverViewState;
-        return of(fetchBillPaySetupApproverViewSuccess(approvalRuleIds));
+        const actions = [
+            fetchBillPaySetupApproverViewSuccess(approvalRuleIds),
+        ];
+        if (shouldFetchClassList) {
+            actions.push(fetchClassList());
+        }
+        return from(actions);
     }
 }));

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/epic/initializeBillPaySetupApproverViewUpdateDataEpic.js

@@ -21,7 +21,6 @@ export const initializeBillPaySetupApproverViewUpdateDataEpic = (actions$, state
                 name: approvalRule.name,
                 description: approvalRule.description,
                 separationOfDuties: approvalRule.separationOfDuties,
-                isFallback: approvalRule.isFallback,
             };
             fetchActions.push(clearBillPaySetupApproverViewUpdateData(), saveBillPaySetupApproverViewUpdateData(billPaySetupApproverViewUpdateData));
         }

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/types/commonPayload.js

@@ -86,9 +86,6 @@ export const toApprovalChangableInfoPayload = (approverViewUpdateData) => {
         payload.is_separation_of_duty_enabled =
             approverViewUpdateData.separationOfDuties;
     }
-    if (approverViewUpdateData.isFallback != null) {
-        payload.is_fallback = approverViewUpdateData.isFallback;
-    }
     if (isUpdate) {
         payload.approval_rule_id = approverViewUpdateData.approvalRuleId;
     }