@zeniai/client-epic-state 5.2.29 → 5.2.30-betaRD0

package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js

@@ -12,6 +12,18 @@ const rootActions_1 = require("../../../../rootActions");
 const zeniDayJS_1 = require("../../../../zeniDayJS");
 const jeSchedulesPayload_1 = require("../../payload/jeSchedulesPayload");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
+/**
+ * How far back to look for accrued schedules, matching the Vendors page
+ * (`getDefaultSelectedTimeframeForScheduleType`, 'accrued_expenses'), which queries the same
+ * start_date filter through /1.0/schedules.
+ */
+const ACCRUED_LOOKBACK_MONTHS = 24;
+/**
+ * One-time accruals keep their own, narrower lookback. Unlike an accrued schedule they belong to
+ * exactly one service month and never span months, so the reason the accrued window has to reach
+ * back does not apply to them -- widening it would only add older history to the Existing tab.
+ */
+const ONE_TIME_ACCRUAL_LOOKBACK_MONTHS = 12;
 const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedules.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
@@ -33,15 +45,21 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
     const endDate = isClosePeriodTab || existingEndDate == null
         ? (0, timePeriod_2.toString)(period.end)
         : (0, timePeriod_2.toString)(existingEndDate);
-    // Accrued rows are windowed on the schedule's own start_date rather than a transaction date,
-    // so they get their own bounds. Review wants the month being closed; Existing wants the year
-    // up to endDate, snapped to the 1st — the same window the server used to compute for itself.
-    const accruedStartDate = isClosePeriodTab
-        ? (0, timePeriod_2.toString)(period.start)
-        : (0, zeniDayJS_1.date)(endDate)
-            .subtract(1, 'year')
-            .startOf('month')
-            .format(timePeriod_1.DEFAULT_DATE_FORMAT);
+    // Accrued rows are windowed on the schedule's own start_date -- its FIRST posting date --
+    // rather than a transaction date, so the lower bound has to reach back past the start of
+    // every accrual still running in this period, not just the ones that began in it. Review
+    // used to send the close month itself, which returned only accruals whose first posting fell
+    // in that month and hid every longer-running one.
+    const parsedEndDate = (0, zeniDayJS_1.date)(endDate);
+    const accruedStartDate = parsedEndDate
+        .subtract(ACCRUED_LOOKBACK_MONTHS, 'month')
+        .startOf('month')
+        .format(timePeriod_1.DEFAULT_DATE_FORMAT);
+    // Formatted as a service month, not a date: that is the only thing it is sent as.
+    const oneTimeAccrualServiceMonthStart = parsedEndDate
+        .subtract(ONE_TIME_ACCRUAL_LOOKBACK_MONTHS, 'month')
+        .startOf('month')
+        .format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT);
     const queryParam = {
         base_transaction_end_date: endDate,
         end_date: endDate,
@@ -62,8 +80,8 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
                 filter_failed_je_postings_by_date: true,
             }
             : {
-                one_time_accrual_service_month_start: (0, zeniDayJS_1.date)(accruedStartDate).format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
-                one_time_accrual_service_month_end: (0, zeniDayJS_1.date)(endDate).format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
+                one_time_accrual_service_month_start: oneTimeAccrualServiceMonthStart,
+                one_time_accrual_service_month_end: parsedEndDate.format(jeSchedulesPayload_1.SERVICE_MONTH_FORMAT),
                 // Existing lists what actually reached the books.
                 one_time_accrual_statuses: ['posted'],
                 // A failed posting from an earlier month still needs to surface here, so this list

package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts

@@ -1,17 +1,19 @@
-import { Amount } from '../../../commonStateTypes/amount';
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { Amount } from '../../../commonStateTypes/amount';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
 import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
+import { JEAccruedSchedule, JEOneTimeAccrual, JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { JEScheduleKey, JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { JEAccountSettingsView } from '../selectorTypes/jeAccountSettingsViewSelectorTypes';
-import { JEScheduledTransactionWithFailedEntries } from '../selectors/jeScheduledTransactionWithFailedEntries';
 import { NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
-import { JEScheduleRow } from '../selectors/jeSchedulesViewSelector';
+import { JEScheduledTransactionWithFailedEntries } from '../selectors/jeScheduledTransactionWithFailedEntries';
 import { JEPageTab, JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+export type JEScheduleRow = JEAccruedSchedule | JEOneTimeAccrual | JEScheduledTransaction | JEScheduledTransactionWithFailedEntries;
+export type JEScheduleRowWithoutOneTimeAccrual = Exclude<JEScheduleRow, JEOneTimeAccrual>;
 /**
  * Amount rather than a bare number: the KPI strip formats these for display, and a number carries
  * no currency, which is what made the tiles print a hardcoded dollar sign.

package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts

@@ -1,10 +1,9 @@
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
-import { JEAccruedSchedule, JEOneTimeAccrual, JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
+import { JEAccruedSchedule, JEOneTimeAccrual } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { OneTimeAccrualEdits } from '../../../entity/jeSchedules/jeSchedulesState';
 import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { RootState } from '../../../rootStateTypes';
-import { ExpenseAutomationJESchedulesViewSelector } from '../selectorTypes/jeSchedulesSelectorTypes';
-import { JEScheduledTransactionWithFailedEntries } from './jeScheduledTransactionWithFailedEntries';
+import { ExpenseAutomationJESchedulesViewSelector, JEScheduleRow } from '../selectorTypes/jeSchedulesSelectorTypes';
 /**
  * `posting_blocked` is written by the posting Cron when a JE fails to post. It is an internal
  * failure state with no human action attached, so it is dropped here rather than hidden at render
@@ -20,8 +19,6 @@ export declare const isAiAccountantSchedule: (schedule: JEScheduleRow) => boolea
 export declare function isAccruedScheduleRow(schedule: JEScheduleRow): schedule is JEAccruedSchedule;
 export declare function isOneTimeAccrualRow(schedule: JEScheduleRow): schedule is JEOneTimeAccrual;
 export declare function getExpenseAutomationJESchedulesView(state: RootState): ExpenseAutomationJESchedulesViewSelector;
-export type JEScheduleRow = JEAccruedSchedule | JEOneTimeAccrual | JEScheduledTransaction | JEScheduledTransactionWithFailedEntries;
-export type JEScheduleRowWithoutOneTimeAccrual = Exclude<JEScheduleRow, JEOneTimeAccrual>;
 export interface ExpenseAutomationJEOneTimeAccrualDetailView {
     actionFetchState: FetchStateAndError;
     detailFetchState: FetchStateAndError;

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

@@ -26,8 +26,8 @@ const classListSelector_1 = require("../../classList/classListSelector");
 const scheduleDetailLocalDataHelper_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper");
 const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailSelector");
 const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
-const getAllStepsHelper_1 = require("./getAllStepsHelper");
 const jeSchedulesViewState_1 = require("../types/jeSchedulesViewState");
+const getAllStepsHelper_1 = require("./getAllStepsHelper");
 const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
 const jeNewScheduleViewSelector_1 = require("./jeNewScheduleViewSelector");
 // Matches the AI-automation user addresses webc's schedule list row already
@@ -345,7 +345,9 @@ 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/view/invoicing/couponView/couponViewState.d.ts

@@ -4,8 +4,8 @@ import { InvoicingListSort } from '../invoicingApiHelper';
 export interface InvoicingCouponFilters {
     search?: string;
 }
-export declare const ALL_INVOICING_COUPON_SORT_KEYS: readonly ["coupon_id", "name", "discount", "duration", "created", "valid_till", "apply_on", "status", "redemptions"];
-export declare const toInvoicingCouponSortKey: (v: string) => "status" | "name" | "discount" | "coupon_id" | "duration" | "created" | "valid_till" | "apply_on" | "redemptions";
+export declare const ALL_INVOICING_COUPON_SORT_KEYS: readonly ["code", "coupon", "discount", "duration", "created", "valid_till", "apply_on", "status", "redemptions"];
+export declare const toInvoicingCouponSortKey: (v: string) => "code" | "status" | "discount" | "coupon" | "duration" | "created" | "valid_till" | "apply_on" | "redemptions";
 export type InvoicingCouponSortKey = ReturnType<typeof toInvoicingCouponSortKey>;
 /**
  * Structural column descriptor owned by CES so the discounts-list column set,

package/lib/view/invoicing/couponView/couponViewState.js

@@ -3,8 +3,8 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.toInvoicingCouponTabId = exports.ALL_INVOICING_COUPON_TAB_IDS = exports.INVOICING_COUPON_COLUMNS = exports.toInvoicingCouponSortKey = exports.ALL_INVOICING_COUPON_SORT_KEYS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 exports.ALL_INVOICING_COUPON_SORT_KEYS = [
-    'coupon_id',
-    'name',
+    'code',
+    'coupon',
     'discount',
     'duration',
     'created',
@@ -16,8 +16,8 @@ exports.ALL_INVOICING_COUPON_SORT_KEYS = [
 const toInvoicingCouponSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_INVOICING_COUPON_SORT_KEYS);
 exports.toInvoicingCouponSortKey = toInvoicingCouponSortKey;
 exports.INVOICING_COUPON_COLUMNS = [
-    { key: 'coupon_id', sortable: true },
-    { key: 'name', sortable: true },
+    { key: 'code', sortable: true },
+    { key: 'coupon', sortable: true },
     { key: 'discount', sortable: false },
     { key: 'duration', sortable: true },
     { key: 'created', sortable: true },

package/lib/view/invoicing/dataImportView/dataImportViewSelector.d.ts

@@ -1,10 +1,12 @@
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { InvoicingFieldHelpByCode } from '../../../entity/invoicing/invoicingCommonPayload';
 import { RootState } from '../../../rootStateTypes';
 import { InvoicingDataImportStatusRow, InvoicingMigrationSession } from './dataImportViewPayload';
 import { InvoicingMigrationDiagnosticsState } from './dataImportViewState';
 export interface InvoicingDataImportView {
     activeMigrationSessionId: ID | null;
     diagnosticsBySession: Record<ID, InvoicingMigrationDiagnosticsState>;
+    fieldHelp: InvoicingFieldHelpByCode;
     sessionDetail: Record<ID, InvoicingMigrationSession>;
     sessionDetailFetch: FetchStateAndError;
     sessions: InvoicingMigrationSession[];

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/invoicingCatalogListView/invoicingCatalogListViewSelector.d.ts

@@ -19,6 +19,7 @@ export interface InvoicingCatalogListView extends SelectorView {
     productFilters: InvoicingCatalogProductFilters;
     productNextCursor: string | null;
     products: InvoicingPlan[];
+    planSort?: InvoicingListSort;
     productSort?: InvoicingListSort;
 }
 export declare const getInvoicingCatalogPrices: (items: InvoicingPlan[]) => InvoicingProduct[];

package/lib/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewSelector.js

@@ -22,6 +22,7 @@ exports.getInvoicingCatalogPrices = getInvoicingCatalogPrices;
 exports.getInvoicingCatalogListView = (0, toolkit_1.createSelector)((state) => state.invoicingPlanState, (state) => state.invoicingCatalogListViewState, (state) => state.invoicingConfigViewState.catalogItemLifecycleActionOptions, (planState, listViewState, catalogItemLifecycleActionOptions) => ({
     catalogItemLifecycleActionOptions,
     plans: (0, planSelector_1.getInvoicingPlansByIds)(planState, listViewState.planIds),
+    planSort: listViewState.planSort,
     productColumns: invoicingCatalogListViewState_1.INVOICING_PRODUCT_COLUMNS,
     products: (0, planSelector_1.getInvoicingPlansByIds)(planState, listViewState.productIds),
     productSort: listViewState.productSort,

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/invoicingCustomerListView/invoicingCustomerListViewState.d.ts

@@ -4,8 +4,8 @@ import { InvoicingListSort } from '../invoicingApiHelper';
 export interface InvoicingCustomerFilters {
     search?: string;
 }
-export declare const ALL_INVOICING_CUSTOMER_SORT_KEYS: readonly ["name", "email", "billingAddress", "cardStatus", "autoCollect", "status"];
-export declare const toInvoicingCustomerSortKey: (v: string) => "status" | "name" | "email" | "billingAddress" | "cardStatus" | "autoCollect";
+export declare const ALL_INVOICING_CUSTOMER_SORT_KEYS: readonly ["name", "email", "billingAddress", "card", "autoCollect", "status"];
+export declare const toInvoicingCustomerSortKey: (v: string) => "status" | "name" | "card" | "email" | "billingAddress" | "autoCollect";
 export type InvoicingCustomerSortKey = ReturnType<typeof toInvoicingCustomerSortKey>;
 /**
  * Structural column descriptor owned by CES so the customer-list column set,

package/lib/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewState.js

@@ -6,17 +6,17 @@ exports.ALL_INVOICING_CUSTOMER_SORT_KEYS = [
     'name',
     'email',
     'billingAddress',
-    'cardStatus',
+    'card',
     'autoCollect',
     'status',
 ];
 const toInvoicingCustomerSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_INVOICING_CUSTOMER_SORT_KEYS);
 exports.toInvoicingCustomerSortKey = toInvoicingCustomerSortKey;
 exports.INVOICING_CUSTOMER_COLUMNS = [
-    { key: 'name', sortable: true },
+    { key: 'name', sortable: false },
     { key: 'email', sortable: true },
     { key: 'billingAddress', sortable: false },
-    { key: 'cardStatus', sortable: true },
+    { key: 'card', sortable: true },
     { key: 'autoCollect', sortable: true },
     { key: 'status', sortable: true },
 ];

package/lib/view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewState.d.ts

@@ -4,8 +4,8 @@ import { InvoicingListSort } from '../invoicingApiHelper';
 export interface InvoicingDunningCaseFilters {
     search?: string;
 }
-export declare const ALL_INVOICING_DUNNING_CASE_SORT_KEYS: readonly ["customer", "invoice", "attempts", "nextRetry", "daysPastDue", "failureReason", "status", "amount"];
-export declare const toInvoicingDunningCaseSortKey: (v: string) => "status" | "invoice" | "amount" | "customer" | "daysPastDue" | "attempts" | "nextRetry" | "failureReason";
+export declare const ALL_INVOICING_DUNNING_CASE_SORT_KEYS: readonly ["customer", "invoice", "attempts", "next_retry", "days_past_due", "failureReason", "status", "amount"];
+export declare const toInvoicingDunningCaseSortKey: (v: string) => "status" | "invoice" | "amount" | "customer" | "attempts" | "next_retry" | "days_past_due" | "failureReason";
 export type InvoicingDunningCaseSortKey = ReturnType<typeof toInvoicingDunningCaseSortKey>;
 /**
  * Structural column descriptor owned by CES so the dunning-list column set,

package/lib/view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewState.js

@@ -6,8 +6,8 @@ exports.ALL_INVOICING_DUNNING_CASE_SORT_KEYS = [
     'customer',
     'invoice',
     'attempts',
-    'nextRetry',
-    'daysPastDue',
+    'next_retry',
+    'days_past_due',
     'failureReason',
     'status',
     'amount',
@@ -18,8 +18,8 @@ exports.INVOICING_DUNNING_CASE_COLUMNS = [
     { key: 'customer', sortable: true },
     { key: 'invoice', sortable: true },
     { key: 'attempts', sortable: true },
-    { key: 'nextRetry', sortable: true },
-    { key: 'daysPastDue', sortable: true },
+    { key: 'next_retry', sortable: true },
+    { key: 'days_past_due', sortable: true },
     { key: 'failureReason', sortable: false },
     { key: 'status', sortable: true },
     { key: 'amount', sortable: true },

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 {};