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

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

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getInvoicingDataImportView = void 0;
+const invoicingConfigViewSelector_1 = require("../invoicingConfigView/invoicingConfigViewSelector");
 /**
  * Single bundled view for the invoicing data-import surfaces — consumers read
  * only this. Carries the migration `sessions` list + `sessionsFetch`, the
@@ -10,6 +11,7 @@ exports.getInvoicingDataImportView = void 0;
 const getInvoicingDataImportView = (state) => {
     const dataImportState = state.invoicingDataImportViewState;
     return {
+        fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'data_import'),
         activeMigrationSessionId: dataImportState.activeDetailId,
         sessionDetail: dataImportState.sessionDetail,
         sessionDetailFetch: dataImportState.sessionDetailFetch,

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewPayload.d.ts

@@ -54,6 +54,7 @@ export interface InvoicingConfigPayload {
     qbo_account_mapping_kind_options?: InvoicingQboAccountMappingKindOptionWire[];
     qbo_customer_matching_options?: InvoicingNamedOptionWire[];
     qbo_sync_status_options?: InvoicingNamedOptionWire[];
+    subscription_cancel_reason_code_options?: InvoicingNamedOptionWire[];
     subscription_status_options?: InvoicingNamedOptionWire[];
     taxability_options?: InvoicingNamedOptionWire[];
     transaction_status_options?: InvoicingNamedOptionWire[];

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewReducer.d.ts

@@ -2,7 +2,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { InvoicingConfigPayload } from './invoicingConfigViewPayload';
 import { InvoicingConfigViewState } from './invoicingConfigViewState';
 export declare const initialState: InvoicingConfigViewState;
-export declare function mapInvoicingConfigPayloadToState(payload: InvoicingConfigPayload): Pick<InvoicingConfigViewState, 'auditLogEntityRouteOptions' | 'auditLogListSortFieldOptions' | 'auditLogSourceLabels' | 'autoCollectionOptions' | 'billingPeriodUnitOptions' | 'catalogTierTypeOptionsByPricingModel' | 'catalogTrialEndActionOptions' | 'catalogTrialUnitOptions' | 'customerTypeOptions' | 'dateFormatOptions' | 'fieldHelp' | 'discountApplyOnOptions' | 'discountDurationTypeOptions' | 'discountTypeOptions' | 'manualPaymentMethodOptions' | 'netTermDayOptions' | 'paymentGatewayOptions' | 'taxabilityOptions' | 'cardStatusOptions' | 'catalogItemStatusOptions' | 'catalogItemTypeOptions' | 'creditNoteReasonCodeOptions' | 'creditNoteStatusOptions' | 'creditNoteTypeOptions' | 'customerStatusOptions' | 'discountStatusOptions' | 'dunningCaseStatusOptions' | 'invoiceStatusOptions' | 'subscriptionStatusOptions' | 'transactionStatusOptions' | 'transactionTypeOptions' | 'createdAt' | 'updatedAt' | 'dunningScheduleActionOptions' | 'subscriptionLifecycleActionOptions' | 'subscriptionCommercialEditAllowedFromStatuses' | 'subscriptionMetadataEditAllowedFromStatuses' | 'subscriptionEditFieldOptions' | 'subscriptionCancelTimingOptions' | 'subscriptionChangeOptionOptions' | 'catalogItemLifecycleActionOptions' | 'catalogProductLifecycleActionOptions' | 'discountLifecycleActionOptions' | 'qboAccountMappingKindOptions' | 'qboCustomerMatchingOptions' | 'qboSyncStatusOptions' | 'isInvoicingEnabled' | 'isInvoicingTosAccepted' | 'invoicingTosAcceptanceIp' | 'invoicingTosAcceptanceTime' | 'invoicingTosAcceptanceUserAgent' | 'invoicingTosAcceptanceUserId' | 'isInvoicingSettingsSeeded'>;
+export declare function mapInvoicingConfigPayloadToState(payload: InvoicingConfigPayload): Pick<InvoicingConfigViewState, 'auditLogEntityRouteOptions' | 'auditLogListSortFieldOptions' | 'auditLogSourceLabels' | 'autoCollectionOptions' | 'billingPeriodUnitOptions' | 'catalogTierTypeOptionsByPricingModel' | 'catalogTrialEndActionOptions' | 'catalogTrialUnitOptions' | 'customerTypeOptions' | 'dateFormatOptions' | 'fieldHelp' | 'discountApplyOnOptions' | 'discountDurationTypeOptions' | 'discountTypeOptions' | 'manualPaymentMethodOptions' | 'netTermDayOptions' | 'paymentGatewayOptions' | 'taxabilityOptions' | 'cardStatusOptions' | 'catalogItemStatusOptions' | 'catalogItemTypeOptions' | 'creditNoteReasonCodeOptions' | 'creditNoteStatusOptions' | 'creditNoteTypeOptions' | 'customerStatusOptions' | 'discountStatusOptions' | 'dunningCaseStatusOptions' | 'invoiceStatusOptions' | 'subscriptionCancelReasonCodeOptions' | 'subscriptionStatusOptions' | 'transactionStatusOptions' | 'transactionTypeOptions' | 'createdAt' | 'updatedAt' | 'dunningScheduleActionOptions' | 'subscriptionLifecycleActionOptions' | 'subscriptionCommercialEditAllowedFromStatuses' | 'subscriptionMetadataEditAllowedFromStatuses' | 'subscriptionEditFieldOptions' | 'subscriptionCancelTimingOptions' | 'subscriptionChangeOptionOptions' | 'catalogItemLifecycleActionOptions' | 'catalogProductLifecycleActionOptions' | 'discountLifecycleActionOptions' | 'qboAccountMappingKindOptions' | 'qboCustomerMatchingOptions' | 'qboSyncStatusOptions' | 'isInvoicingEnabled' | 'isInvoicingTosAccepted' | 'invoicingTosAcceptanceIp' | 'invoicingTosAcceptanceTime' | 'invoicingTosAcceptanceUserAgent' | 'invoicingTosAcceptanceUserId' | 'isInvoicingSettingsSeeded'>;
 export declare const fetchInvoicingConfig: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
     cacheOverride?: boolean;
 } | undefined], {

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

@@ -39,6 +39,7 @@ exports.initialState = {
     discountStatusOptions: [],
     dunningCaseStatusOptions: [],
     invoiceStatusOptions: [],
+    subscriptionCancelReasonCodeOptions: [],
     subscriptionStatusOptions: [],
     transactionStatusOptions: [],
     transactionTypeOptions: [],
@@ -108,6 +109,7 @@ function mapInvoicingConfigPayloadToState(payload) {
         discountStatusOptions: (payload.discount_status_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
         dunningCaseStatusOptions: (payload.dunning_case_status_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
         invoiceStatusOptions: (payload.invoice_status_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
+        subscriptionCancelReasonCodeOptions: (payload.subscription_cancel_reason_code_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
         subscriptionStatusOptions: (payload.subscription_status_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
         transactionStatusOptions: (payload.transaction_status_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),
         transactionTypeOptions: (payload.transaction_type_options ?? []).map(invoicingCommonPayload_1.toInvoicingNamedOption),

package/lib/view/invoicing/invoicingConfigView/invoicingConfigViewState.d.ts

@@ -38,6 +38,7 @@ export interface InvoicingConfigViewState extends FetchedState {
     qboAccountMappingKindOptions: InvoicingQboAccountMappingKindOption[];
     qboCustomerMatchingOptions: InvoicingNamedOption[];
     qboSyncStatusOptions: InvoicingNamedOption[];
+    subscriptionCancelReasonCodeOptions: InvoicingNamedOption[];
     subscriptionCancelTimingOptions: InvoicingNamedOption[];
     subscriptionChangeOptionOptions: InvoicingNamedOption[];
     subscriptionCommercialEditAllowedFromStatuses: string[];

package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.d.ts

@@ -35,7 +35,6 @@ export interface InvoicingPlanRevenuePointPayload {
     mrr: number;
     pct: number;
     plan: string;
-    product_code?: string;
 }
 export interface InvoicingDashboardSummaryPayload {
     customer_movement: {

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

@@ -44,7 +44,6 @@ const mapInvoicingPlanRevenuePointPayloadToState = (payload) => ({
     mrr: (0, amount_1.toAmount)(payload.mrr, 'USD', '$'),
     pct: payload.pct,
     planID: payload.plan,
-    productCode: payload.product_code,
 });
 exports.mapInvoicingPlanRevenuePointPayloadToState = mapInvoicingPlanRevenuePointPayloadToState;
 const mapInvoicingDashboardSummaryPayloadToState = (payload) => ({

package/lib/view/invoicing/invoicingOverview/invoicingOverviewState.d.ts

@@ -39,7 +39,6 @@ export interface InvoicingPlanRevenuePoint {
     mrr: Amount;
     pct: number;
     planID: ID;
-    productCode?: string;
 }
 export interface InvoicingDashboardSummary {
     customerMovement: {

package/lib/view/invoicing/invoicingSubscriptionDetailView/invoicingSubscriptionDetailViewSelector.d.ts

@@ -1,6 +1,6 @@
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
-import type { InvoicingFieldHelpByCode } from '../../../entity/invoicing/invoicingCommonPayload';
+import type { InvoicingFieldHelpByCode, InvoicingNamedOption } from '../../../entity/invoicing/invoicingCommonPayload';
 import { InvoicingSubscription } from '../../../entity/invoicing/invoicingSubscription/invoicingSubscriptionState';
 import { RootState } from '../../../rootStateTypes';
 /**
@@ -10,6 +10,8 @@ import { RootState } from '../../../rootStateTypes';
  */
 export interface InvoicingSubscriptionDetailView extends SelectorView {
     actionState: FetchStateAndError;
+    /** Cancel reasons from `/1.0/config`, so the dialog hardcodes nothing. */
+    cancelReasonCodeOptions: InvoicingNamedOption[];
     /**
      * Backend help copy for this screen's field group, keyed by field code.
      * Folded in here so the screen never reaches for the config view itself.

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

@@ -10,6 +10,7 @@ const getInvoicingSubscriptionDetail = (state, invoicingSubscriptionID) => {
     const { error, fetchState } = state.invoicingSubscriptionDetailViewState;
     return {
         fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'subscription'),
+        cancelReasonCodeOptions: (0, invoicingConfigViewSelector_1.getInvoicingConfigView)(state).subscriptionCancelReasonCodeOptions,
         actionState: (0, subscriptionActionSelector_1.getInvoicingSubscriptionActionState)(invoicingSubscriptionID)(state),
         subscription: (0, exports.getInvoicingSubscriptionById)(state, invoicingSubscriptionID),
         fetchState,

package/lib/view/invoicing/invoicingSubscriptionListView/invoicingSubscriptionListViewSelector.d.ts

@@ -7,6 +7,8 @@ import { InvoicingListSort } from '../invoicingApiHelper';
 import { InvoicingSubscriptionColumnConfig, InvoicingSubscriptionFilters, InvoicingSubscriptionTabId } from './invoicingSubscriptionListViewState';
 export interface InvoicingSubscriptionListView extends SelectorView {
     activeTab: InvoicingSubscriptionTabId;
+    /** Cancel reasons from `/1.0/config`, so the dialog hardcodes nothing. */
+    cancelReasonCodeOptions: InvoicingNamedOption[];
     columns: InvoicingSubscriptionColumnConfig[];
     count: InvoicingListCounts;
     countsFetchState: FetchStateAndError;

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

@@ -31,6 +31,7 @@ exports.getInvoicingSubscriptionListView = (0, toolkit_1.createSelector)((state)
         count: listViewState.counts,
         countsFetchState: listViewState.countsFetchState,
         subscriptionCommercialEditAllowedFromStatuses: configState.subscriptionCommercialEditAllowedFromStatuses,
+        cancelReasonCodeOptions: configState.subscriptionCancelReasonCodeOptions,
         subscriptionLifecycleActionOptions: configState.subscriptionLifecycleActionOptions,
         subscriptionMetadataEditAllowedFromStatuses: configState.subscriptionMetadataEditAllowedFromStatuses,
         statusOptions,

package/lib/view/invoicing/invoicingSubscriptionListView/invoicingSubscriptionListViewState.d.ts

@@ -7,8 +7,8 @@ export interface InvoicingSubscriptionFilters {
     startedFrom?: string;
     startedTo?: string;
 }
-export declare const ALL_INVOICING_SUBSCRIPTION_SORT_KEYS: readonly ["subscription", "customer", "plan", "product_code", "term_end", "next_billing", "auto_collect", "status", "mrr"];
-export declare const toInvoicingSubscriptionSortKey: (v: string) => "status" | "customer" | "subscription" | "plan" | "product_code" | "term_end" | "next_billing" | "auto_collect" | "mrr";
+export declare const ALL_INVOICING_SUBSCRIPTION_SORT_KEYS: readonly ["subscription", "customer", "plan", "term_end", "next_billing", "auto_collect", "status", "mrr"];
+export declare const toInvoicingSubscriptionSortKey: (v: string) => "status" | "customer" | "subscription" | "plan" | "term_end" | "next_billing" | "auto_collect" | "mrr";
 export type InvoicingSubscriptionSortKey = ReturnType<typeof toInvoicingSubscriptionSortKey>;
 /**
  * Structural column descriptor owned by CES so the subscription-list column set,

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

@@ -6,7 +6,6 @@ exports.ALL_INVOICING_SUBSCRIPTION_SORT_KEYS = [
     'subscription',
     'customer',
     'plan',
-    'product_code',
     'term_end',
     'next_billing',
     'auto_collect',
@@ -19,7 +18,6 @@ exports.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/view/invoicing/issueCreditNote/issueCreditNotePayload.d.ts

@@ -9,7 +9,6 @@ export interface IssueCreditNoteLineItemRequest {
     amount?: number;
     entity_type?: string;
     id?: string;
-    product_code?: string;
 }
 export interface IssueCreditNoteRequest {
     line_items: IssueCreditNoteLineItemRequest[];

package/lib/view/invoicing/settingsView/invoicingBrandingFormConfig.d.ts

@@ -14,6 +14,7 @@ export interface InvoicingBrandingFormLocalData {
     dateFormat: string;
     defaultMemo: string;
     email: string;
+    invoiceFooterText: string;
     invoicePrefix: string;
     logoFileId: string;
     phone: string;

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

@@ -10,6 +10,7 @@ exports.initialInvoicingBrandingFormLocalData = {
     dateFormat: '',
     defaultMemo: '',
     email: '',
+    invoiceFooterText: '',
     invoicePrefix: '',
     logoFileId: '',
     phone: '',
@@ -22,6 +23,7 @@ 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 ?? '',
@@ -43,6 +45,9 @@ 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/view/invoicing/settingsView/settingsViewSelector.d.ts

@@ -1,6 +1,6 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { FetchState, FetchStateAndError } from '../../../commonStateTypes/common';
-import { InvoicingDunningActionOption, InvoicingNamedOption, InvoicingQboAccountMappingKindOption, InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
+import { InvoicingDunningActionOption, InvoicingFieldHelpByCode, InvoicingNamedOption, InvoicingQboAccountMappingKindOption, InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { RootState } from '../../../rootStateTypes';
 import { InvoicingQboConnection, InvoicingQboSyncHealth } from '../invoicingQboView/invoicingQboViewPayload';
@@ -20,6 +20,7 @@ export declare const getInvoicingSettings: (state: RootState) => InvoicingSettin
 export declare const getInvoicingSettingsFetchState: (state: RootState) => FetchStateAndError;
 export interface InvoicingSettingsView {
     fetchState: FetchState;
+    fieldHelp: InvoicingFieldHelpByCode;
     saveState: FetchStateAndError;
     stripeConnectState: FetchStateAndError;
     error?: ZeniAPIStatus;
@@ -56,6 +57,7 @@ export interface InvoicingSettingsHubView {
      */
     configFetchState: FetchState;
     dunningScheduleActionOptions: InvoicingDunningActionOption[];
+    fieldHelp: InvoicingFieldHelpByCode;
     isEnablingInvoicing: boolean;
     /**
      * Whether the tenant has already enabled invoicing. The enable footer is for
@@ -95,6 +97,7 @@ export interface InvoicingQboSettingsFormView {
     /** So the screen can fetch only what is missing, without reading the slices. */
     configFetchState: FetchState;
     customerMatchingOptions: InvoicingNamedOption[];
+    fieldHelp: InvoicingFieldHelpByCode;
     isLoading: boolean;
     /** The persisted sync toggle — the backfill guard checks that, not the draft. */
     isSyncEnabledSaved: boolean;
@@ -120,6 +123,7 @@ export interface InvoicingQboSettingsFormView {
 export declare const getInvoicingQboSettingsFormView: (state: RootState) => InvoicingQboSettingsFormView;
 export interface InvoicingBrandingFormView {
     dateFormatOptions: InvoicingNamedOption[];
+    fieldHelp: InvoicingFieldHelpByCode;
     localData: InvoicingBrandingFormLocalData;
     saveState: FetchStateAndError;
     addressLabel?: string;

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

@@ -32,6 +32,7 @@ exports.getInvoicingSettingsFetchState = getInvoicingSettingsFetchState;
 const getInvoicingSettingsView = (state) => {
     const { error, fetchState, saveFetchState, settings, stripeFetchState } = state.invoicingSettingsViewState;
     return {
+        fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'settings'),
         error,
         fetchState,
         saveState: saveFetchState,
@@ -85,6 +86,7 @@ const getInvoicingSettingsHubView = (state) => {
     const { dunningScheduleActionOptions, enableState, error: configError, fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, status, } = (0, invoicingConfigViewSelector_1.getInvoicingConfigView)(state);
     const { canEnable, isQboConfigured, isStripeConnected } = deriveInvoicingEnablePrerequisites(state.invoicingSettingsViewState.settings, state.invoicingQboViewState.connection?.connected === true, qboAccountMappingKindOptions);
     return {
+        fieldHelp: (0, invoicingConfigViewSelector_1.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,
@@ -116,6 +118,7 @@ const getInvoicingQboSettingsFormView = (state) => {
     const { fetchState: configFetchState, qboAccountMappingKindOptions, qboCustomerMatchingOptions, qboSyncStatusOptions, } = (0, invoicingConfigViewSelector_1.getInvoicingConfigView)(state);
     const qboView = (0, invoicingQboViewSelector_1.getInvoicingQboView)(state);
     return {
+        fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'settings'),
         accountMappingKindOptions: qboAccountMappingKindOptions,
         accounts: qboView.accounts,
         backfillState: qboView.backfillState,
@@ -156,6 +159,7 @@ const getInvoicingBrandingFormView = (state) => {
         ? (0, addressViewSelector_1.getFormattedAddress)(newAddress.addressToCreate)
         : undefined;
     return {
+        fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'settings'),
         addressLabel,
         dateFormatOptions: (0, invoicingConfigViewSelector_1.getInvoicingConfigView)(state).dateFormatOptions,
         localData: brandingDraft ?? (0, invoicingBrandingFormConfig_1.entityToInvoicingBrandingFormLocalData)(settings),

package/lib/view/invoicing/subscriptionAction/subscriptionActionRequestPayload.d.ts

@@ -18,6 +18,14 @@ export type PauseSubscriptionBody = {
     pause_reason?: string;
     resume_date?: string;
 };
+/**
+ * What the cancel dialog collects. Form values, not the request body: the screen
+ * turns these into {@link CancelSubscriptionBody}.
+ */
+export type InvoicingCancelSubscriptionValues = {
+    cancelReasonCode: string;
+    cancelReason?: string;
+};
 export type CancelSubscriptionBody = {
     cancel_reason?: string;
     cancel_reason_code?: string;

package/lib/view/recommendation/recommendationPayload.d.ts

@@ -12,4 +12,38 @@ interface FetchRecommendationPayloadWithCOT {
     recommendations: RecommendationPayloadWithCOT[];
 }
 export type FetchRecommendationResponseWithCOT = ZeniAPIResponse<FetchRecommendationPayloadWithCOT>;
+export type RecommendationFeedbackDimension = 'vendor' | 'category' | 'class';
+export type RecommendationFeedbackSource = 'primary' | 'alternate' | 'shadow' | 'qbo';
+export type RecommendationFeedbackOutcome = 'accepted' | 'override_ranked' | 'override_outside' | 'retracted';
+export interface RecommendationFeedbackValue {
+    name: string;
+    id?: string | null;
+    integrationId?: string | null;
+}
+export interface ShownRecommendationForFeedback {
+    rank: number;
+    source: RecommendationFeedbackSource;
+    value: RecommendationFeedbackValue;
+    confidence?: number | null;
+    cot?: string[];
+    reasoning?: string | null;
+}
+export interface SubmitRecommendationFeedbackPayload {
+    dimension: RecommendationFeedbackDimension;
+    outcome: RecommendationFeedbackOutcome;
+    selected: RecommendationFeedbackValue & {
+        isNewEntity?: boolean;
+    };
+    transactionId: string;
+    features?: Record<string, unknown> | null;
+    lineId?: string | null;
+    matchedRank?: number | null;
+    matchedSource?: RecommendationFeedbackSource | null;
+    reasonText?: string | null;
+    recommendationSetId?: string | null;
+    retractsFeedbackId?: string | null;
+    shownRecommendations?: ShownRecommendationForFeedback[];
+    skipped?: boolean;
+    topPickSource?: RecommendationFeedbackSource | null;
+}
 export {};

package/lib/view/recommendation/recommendationReducer.d.ts

@@ -5,6 +5,7 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transactionID
 import { SupportedTransaction } from '../../entity/transaction/transactionState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { TransactionsTab } from '../expenseAutomationView/types/transactionsViewState';
+import { SubmitRecommendationFeedbackPayload } from './recommendationPayload';
 import { EntityRecommendationState } from './recommendationState';
 export type RecommendationLineUpdateFlowType = 'categorization' | 'detail';
 type FetchEntityRecommendationsForLineUpdateCommonPayload = {
@@ -57,6 +58,6 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
 }, "recommendation/updateRecommendationForEntityFailure">, indicateReadyToInitializeRecommendation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityIdOrName: string, entityType: EntityType], {
     entityIdOrName: string;
     entityType: EntityType;
-}, "recommendation/indicateReadyToInitializeRecommendation", never, never>;
+}, "recommendation/indicateReadyToInitializeRecommendation", never, never>, submitRecommendationFeedback: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[args: SubmitRecommendationFeedbackPayload], SubmitRecommendationFeedbackPayload, "recommendation/submitRecommendationFeedback", never, never>;
 declare const _default: import("redux").Reducer<EntityRecommendationState>;
 export default _default;

package/lib/view/recommendation/recommendationReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
+exports.submitRecommendationFeedback = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const recommendationState_1 = require("./recommendationState");
@@ -135,6 +135,18 @@ const recommendation = (0, toolkit_1.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(rootActions_1.clearAll, (draft) => {
@@ -142,7 +154,7 @@ const recommendation = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation;
+_a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.submitRecommendationFeedback = _a.submitRecommendationFeedback;
 exports.default = recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);

package/lib/view/recommendation/submitRecommendationFeedbackEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { submitRecommendationFeedback } from './recommendationReducer';
+export type ActionType = ReturnType<typeof submitRecommendationFeedback>;
+export declare const submitRecommendationFeedbackEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/recommendation/submitRecommendationFeedbackEpic.js

@@ -0,0 +1,56 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.submitRecommendationFeedbackEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../responsePayload");
+const recommendationReducer_1 = require("./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).
+const submitRecommendationFeedbackEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.submitRecommendationFeedback.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId } = action.payload;
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId}/recommendation-feedback`, toRequestBody(action.payload))
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessStatus)(response)) {
+            console.error('submitRecommendationFeedbackEpic: recommendation feedback was not recorded', response.status);
+        }
+        return rxjs_1.EMPTY;
+    }), (0, operators_1.catchError)((error) => {
+        console.error('submitRecommendationFeedbackEpic: failed to submit recommendation feedback', error);
+        return rxjs_1.EMPTY;
+    }));
+}));
+exports.submitRecommendationFeedbackEpic = submitRecommendationFeedbackEpic;

package/lib/view/spendManagement/billPay/billPaySetupApproverView/epic/fetchBillPaySetupApproverViewEpic.d.ts

@@ -4,6 +4,7 @@ import { updateApprovalRules } from '../../../../../entity/approvalRule/approval
 import { updateAllUsers } from '../../../../../entity/user/userReducer';
 import { RootState } from '../../../../../rootStateTypes';
 import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchClassList } from '../../../../classList/classListReducer';
 import { fetchBillPaySetupApproverView, fetchBillPaySetupApproverViewFailure, fetchBillPaySetupApproverViewSuccess } from '../billPaySetupApproverViewReducer';
-export type ActionType = ReturnType<typeof fetchBillPaySetupApproverView> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateApprovalRules> | ReturnType<typeof fetchBillPaySetupApproverViewSuccess> | ReturnType<typeof fetchBillPaySetupApproverViewFailure>;
+export type ActionType = ReturnType<typeof fetchBillPaySetupApproverView> | ReturnType<typeof fetchClassList> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateApprovalRules> | ReturnType<typeof fetchBillPaySetupApproverViewSuccess> | ReturnType<typeof fetchBillPaySetupApproverViewFailure>;
 export declare const fetchBillPaySetupApproverViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -5,13 +5,20 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const approvalRuleReducer_1 = require("../../../../../entity/approvalRule/approvalRuleReducer");
 const approvalRuleSelector_1 = require("../../../../../entity/approvalRule/approvalRuleSelector");
+const tenantSelector_1 = require("../../../../../entity/tenant/tenantSelector");
 const userReducer_1 = require("../../../../../entity/user/userReducer");
 const responsePayload_1 = require("../../../../../responsePayload");
+const classListReducer_1 = require("../../../../classList/classListReducer");
 const billPaySetupApproverViewReducer_1 = require("../billPaySetupApproverViewReducer");
 const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverView.match), (0, operators_1.switchMap)((action) => {
     const { cacheOverride, useV3 } = action.payload;
-    const { billPaySetupApproverViewState, approvalRuleState } = state$.value;
+    const { billPaySetupApproverViewState, approvalRuleState, classListState } = state$.value;
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
     const approvalRules = (0, approvalRuleSelector_1.getApprovalRulesByIds)(approvalRuleState, billPaySetupApproverViewState.approvalRuleIds);
+    const shouldFetchClassList = isAccountingClassesEnabled &&
+        (cacheOverride === true ||
+            (classListState.hasValidState() === false &&
+                classListState.fetchState !== 'In-Progress'));
     if (cacheOverride === true ||
         approvalRules.length !==
             billPaySetupApproverViewState.approvalRuleIds.length ||
@@ -31,6 +38,9 @@ const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) => actions
                     (0, approvalRuleReducer_1.updateApprovalRules)(response.data.approval_rules),
                     (0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverViewSuccess)(approvalRuleIds),
                 ];
+                if (shouldFetchClassList) {
+                    actions.push((0, classListReducer_1.fetchClassList)());
+                }
                 return (0, rxjs_1.from)(actions);
             }
             else {
@@ -40,7 +50,13 @@ const fetchBillPaySetupApproverViewEpic = (actions$, state$, zeniAPI) => actions
     }
     else {
         const { approvalRuleIds } = billPaySetupApproverViewState;
-        return (0, rxjs_1.of)((0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverViewSuccess)(approvalRuleIds));
+        const actions = [
+            (0, billPaySetupApproverViewReducer_1.fetchBillPaySetupApproverViewSuccess)(approvalRuleIds),
+        ];
+        if (shouldFetchClassList) {
+            actions.push((0, classListReducer_1.fetchClassList)());
+        }
+        return (0, rxjs_1.from)(actions);
     }
 }));
 exports.fetchBillPaySetupApproverViewEpic = fetchBillPaySetupApproverViewEpic;

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

@@ -24,7 +24,6 @@ const initializeBillPaySetupApproverViewUpdateDataEpic = (actions$, state$) => a
                 name: approvalRule.name,
                 description: approvalRule.description,
                 separationOfDuties: approvalRule.separationOfDuties,
-                isFallback: approvalRule.isFallback,
             };
             fetchActions.push((0, billPaySetupApproverViewReducer_1.clearBillPaySetupApproverViewUpdateData)(), (0, billPaySetupApproverViewReducer_1.saveBillPaySetupApproverViewUpdateData)(billPaySetupApproverViewUpdateData));
         }

package/lib/view/spendManagement/billPay/billPaySetupApproverView/types/commonPayload.d.ts

@@ -18,7 +18,6 @@ interface ApprovalUpdatableInfoPayload {
     is_applicable_on_pending_approval_entity: boolean;
     steps: ApproverViewStepPayload[];
     description?: string;
-    is_fallback?: boolean;
     is_separation_of_duty_enabled?: boolean;
     /**
      * Approval Rules 3.0 — rule-level wire fields. The backend accepts these

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

@@ -89,9 +89,6 @@ 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;
     }

package/lib/view/spendManagement/billPay/billPaySetupApproverView/types/commonState.d.ts

@@ -28,7 +28,6 @@ export interface ApprovalRuleFormCriteria {
  */
 export interface ApprovalRuleFormBase {
     description?: string;
-    isFallback?: boolean;
     name?: string;
     separationOfDuties?: boolean;
 }

package/lib/view/spendManagement/commonHistoryView/commonHistory.d.ts

@@ -25,6 +25,6 @@ export interface CommonHistoryState {
 }
 export declare const toHistoricEventUpdateType: (v: string) => "deleted" | "created" | "updated";
 type HistoricEventUpdateType = ReturnType<typeof toHistoricEventUpdateType>;
-export declare const toHistoricEventUpdateDisplayType: (v: string) => "list" | "sentence" | "inline";
+export declare const toHistoricEventUpdateDisplayType: (v: string) => "inline" | "list" | "sentence";
 type HistoricEventUpdateDisplayType = ReturnType<typeof toHistoricEventUpdateDisplayType>;
 export {};

package/lib/view/spendManagement/reimbursement/remiSetupApproverView/epic/fetchRemiSetupApproverViewEpic.d.ts

@@ -4,6 +4,7 @@ import { updateApprovalRules } from '../../../../../entity/approvalRule/approval
 import { updateAllUsers } from '../../../../../entity/user/userReducer';
 import { RootState } from '../../../../../rootStateTypes';
 import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchClassList } from '../../../../classList/classListReducer';
 import { fetchRemiSetupApproverView, fetchRemiSetupApproverViewFailure, fetchRemiSetupApproverViewSuccess } from '../remiSetupApproverViewReducer';
-export type ActionType = ReturnType<typeof fetchRemiSetupApproverView> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateApprovalRules> | ReturnType<typeof fetchRemiSetupApproverViewSuccess> | ReturnType<typeof fetchRemiSetupApproverViewFailure>;
+export type ActionType = ReturnType<typeof fetchRemiSetupApproverView> | ReturnType<typeof fetchClassList> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateApprovalRules> | ReturnType<typeof fetchRemiSetupApproverViewSuccess> | ReturnType<typeof fetchRemiSetupApproverViewFailure>;
 export declare const fetchRemiSetupApproverViewEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;