@zeniai/client-epic-state 5.2.39 → 5.2.41

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -7,6 +7,7 @@ const rootActions_1 = require("../../rootActions");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
 exports.initialAiCfoState = {
+    deletedChatSessionIds: [],
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
     syntheticAnswersByChatSessionId: {},
@@ -474,6 +475,11 @@ const toResponseBlockType = (answer, userId) => {
         createdAt: (0, zeniDayJS_1.date)(timestamp),
     };
 };
+// How many deleted session ids to remember. The tombstone only has to outlive
+// an in-flight history request, which is seconds, so this is generous. Capped
+// because `clearSession` would otherwise grow the array for the life of the
+// store and every `setChatHistory` scans it.
+const DELETED_SESSION_MEMORY = 100;
 const aiCfo = (0, toolkit_1.createSlice)({
     name: 'aiCfo',
     initialState: exports.initialAiCfoState,
@@ -495,8 +501,25 @@ const aiCfo = (0, toolkit_1.createSlice)({
         setSessions(draft, action) {
             action.payload.forEach((chatSessionPayload) => {
                 const { chat_session_id } = chatSessionPayload;
-                // This is to prevent overwriting the session if it is already in state
-                if (draft.aiCfoByChatSessionId[chat_session_id] == null) {
+                if (draft.aiCfoByChatSessionId[chat_session_id] != null) {
+                    // The list is authoritative for a session's metadata, and a session
+                    // seeded by `setChatHistory` has guessed metadata: no summary, and a
+                    // `createdAt` taken from one page of a newest-first paginated
+                    // history, which is later than the session really started.
+                    // `questionAnswers` is left alone — the list must never wipe a
+                    // thread that is on screen.
+                    const entry = draft.aiCfoByChatSessionId[chat_session_id];
+                    const incoming = toChatSession(chatSessionPayload);
+                    entry.chatSession = {
+                        ...incoming,
+                        // Never downgrade a title already in state: a page of the list can
+                        // carry a nullish summary, and assigning it wholesale would blank
+                        // a header that was correct.
+                        chatSessionSummary: incoming.chatSessionSummary ??
+                            entry.chatSession.chatSessionSummary,
+                    };
+                }
+                else {
                     draft.aiCfoByChatSessionId[chat_session_id] = {
                         chatSession: toChatSession(chatSessionPayload),
                         questionAnswers: [],
@@ -509,8 +532,52 @@ const aiCfo = (0, toolkit_1.createSlice)({
         setChatHistory(draft, action) {
             const { chatSessionId, history, isPaginationComplete = false, } = action.payload;
             if (draft.aiCfoByChatSessionId[chatSessionId] == null) {
-                console.warn(`session with id ${chatSessionId} not found in setChatHistory`);
-                return;
+                // Sessions created server-side (a routine run) are opened by deep
+                // link, so their history can arrive before the sessions list has
+                // registered them. Dropping it here loses the messages for good: the
+                // response's null page token sets `hasMore: false`, which is the
+                // condition the refetch is guarded on. The response is itself proof
+                // the session exists, so seed the entry from the messages.
+                if (history.length === 0) {
+                    return;
+                }
+                // A deleted session. Its history request is never cancelled
+                // (`mergeMap`), so seeding would resurrect the conversation into the
+                // rail, where clicking it 404s. Only this path is guarded:
+                // `clearSession` is optimistic, so if the server still lists the
+                // session, `setSessions` re-adding it is correct.
+                if (draft.deletedChatSessionIds?.includes(chatSessionId) === true) {
+                    return;
+                }
+                // The human's id, taken off a message they actually sent. The API
+                // returns newest first, so `history[0]` is usually the agent's reply,
+                // and `chatSession.userId` is read as "whose conversation is this".
+                const owner = history.find((message) => message.sender === 'user') ?? history[0];
+                // Oldest message in the page, not `history[0]`: a session cannot
+                // start after its own messages, and the API returns newest first.
+                //
+                // Compared as instants, not strings. The wire format is an RFC 1123
+                // HTTP-date ("Thu, 03 Sep 2026 12:34:56 GMT") because `set_200`
+                // bypasses chat's isoformat encoder, and lexically "Mon…" precedes
+                // "Sat…" while being the later day. Unparseable values are filtered
+                // out, not compared: every comparison against NaN is false, so one
+                // used as the reduce's seed would carry through to an Invalid Date.
+                const oldest = history
+                    .map((message) => ({ at: Date.parse(message.created_at), message }))
+                    .filter(({ at }) => !Number.isNaN(at))
+                    .reduce((min, entry) => (min == null || entry.at < min.at ? entry : min), undefined)?.message;
+                draft.aiCfoByChatSessionId[chatSessionId] = {
+                    chatSession: {
+                        chatSessionId,
+                        userId: owner.user_id,
+                        chatSessionSummary: undefined,
+                        // Nothing in the page carried a usable timestamp. "Now" is a
+                        // guess, but it is a sane one and it keeps the row out of the
+                        // Invalid-Date behaviour above; the sessions list corrects it.
+                        createdAt: oldest != null ? (0, zeniDayJS_1.date)(oldest.created_at) : (0, zeniDayJS_1.dateNow)(),
+                    },
+                    questionAnswers: [],
+                };
             }
             const session = draft.aiCfoByChatSessionId[chatSessionId];
             // Check if we have an existing partial Q&A pair for this session
@@ -790,6 +857,13 @@ const aiCfo = (0, toolkit_1.createSlice)({
         },
         clearSession(draft, action) {
             const sessionId = action.payload;
+            draft.deletedChatSessionIds ?? (draft.deletedChatSessionIds = []);
+            if (!draft.deletedChatSessionIds.includes(sessionId)) {
+                draft.deletedChatSessionIds.push(sessionId);
+                if (draft.deletedChatSessionIds.length > DELETED_SESSION_MEMORY) {
+                    draft.deletedChatSessionIds.splice(0, draft.deletedChatSessionIds.length - DELETED_SESSION_MEMORY);
+                }
+            }
             delete draft.aiCfoByChatSessionId[sessionId];
             delete draft.syntheticAnswersByChatSessionId[sessionId];
             if (draft.partialQuestionAnswers?.[sessionId] != null) {

package/lib/entity/aiCfo/aiCfoState.d.ts

@@ -241,4 +241,20 @@ export interface AiCfoState {
     aiCfoByChatSessionId: Record<ID, ChatSessionWithMessages>;
     partialQuestionAnswers: Record<ID, AiCfoQuestionWithAnswer | undefined>;
     syntheticAnswersByChatSessionId: Record<ID, SyntheticAiCfoAnswer[]>;
+    /**
+     * Sessions this client has deleted. `setChatHistory` seeds an entry for a
+     * session it has not seen, so without a tombstone an in-flight history
+     * response arriving after the delete would recreate the whole conversation
+     * and put the deleted chat back in the rail. `fetchChatHistoryEpic` uses
+     * `mergeMap`, so that request is never cancelled. Same race, and the same
+     * reasoning, as `deletedScheduleIds` on the view slice. Bounded — it only
+     * needs to outlive an in-flight request.
+     *
+     * Optional because `AiCfoState` is public API of a package four apps
+     * consume: making it required turns a bug fix into a compile break for
+     * every literal of this type, in this repo and in theirs. The reducer's
+     * initial state always sets it, so it is only ever absent on a
+     * hand-built literal — which is exactly the case that must keep working.
+     */
+    deletedChatSessionIds?: ID[];
 }

package/lib/entity/file/fileReducer.d.ts

@@ -11,6 +11,14 @@ export default _default;
 /**
  * Helper functions.
  */
+/**
+ * `image_file_ids` and `image_files` are typed as required, but a service that
+ * has no renditions to report can leave them out — the invoicing settings
+ * `logo_file` did. Mapping an absent `image_files` threw, taking down whichever
+ * reducer was mapping the file rather than losing one field, so both default to
+ * empty here: an absent list means no renditions, which is what an empty list
+ * already says.
+ */
 export declare function mapFilePayloadToFile(filepayload: FilePayload): File;
 export declare function mapAttachmentFilePayloadToFile(filePayload: AttachmentFilePayload): AttachmentFile;
 export declare function mapAttachmentFileToAttachmentFilePayload(file: AttachmentFile | undefined): AttachmentFilePayload | undefined;

package/lib/entity/file/fileReducer.js

@@ -48,6 +48,14 @@ exports.default = user.reducer;
 /**
  * Helper functions.
  */
+/**
+ * `image_file_ids` and `image_files` are typed as required, but a service that
+ * has no renditions to report can leave them out — the invoicing settings
+ * `logo_file` did. Mapping an absent `image_files` threw, taking down whichever
+ * reducer was mapping the file rather than losing one field, so both default to
+ * empty here: an absent list means no renditions, which is what an empty list
+ * already says.
+ */
 function mapFilePayloadToFile(filepayload) {
     return {
         fileSizeUnit: filepayload.file_size_unit,
@@ -55,9 +63,9 @@ function mapFilePayloadToFile(filepayload) {
             ? (0, zeniDayJS_1.date)(filepayload.update_time)
             : undefined,
         userId: filepayload.user_id ?? undefined,
-        imageFileIds: filepayload.image_file_ids,
+        imageFileIds: filepayload.image_file_ids ?? [],
         documentSide: filepayload.document_side,
-        imageFiles: filepayload.image_files.map((imagePayload) => ({
+        imageFiles: (filepayload.image_files ?? []).map((imagePayload) => ({
             fileLocation: imagePayload.file_location,
             height: imagePayload.height,
             signedUrl: (0, zeniUrl_1.toZeniUrl)(imagePayload.signed_url),

package/lib/entity/invoicing/invoicingCommonPayload.d.ts

@@ -1,6 +1,7 @@
 import { AccountBasePayload } from '../account/accountPayload';
 import { AccountBase } from '../account/accountState';
 import { AddressPayload } from '../address/addressPayload';
+import { FilePayload } from '../file/filePayload';
 export type InvoicingPriceType = 'tax_exclusive' | 'tax_inclusive';
 export declare const INVOICING_DUNNING_ACTIONS: readonly ["email_only", "email_and_retry", "do_nothing", "retry_only"];
 export type InvoicingDunningAction = (typeof INVOICING_DUNNING_ACTIONS)[number];
@@ -167,8 +168,20 @@ export interface InvoicingSettingsPayload {
     /** Empty string means hide the footer line; absent means use the default. */
     invoice_footer_text?: string;
     invoice_prefix?: string;
+    /**
+     * Read-only. The logo's Files record, whole, replacing the
+     * `logo_file_id` + `logo_url` pair the read used to return: those could
+     * disagree — most often an id whose file had been deleted — and neither
+     * carried the file's name. `null` means no logo, which is also how a stored
+     * id that no longer resolves comes back.
+     */
+    logo_file?: FilePayload | null;
+    /**
+     * Write-only. The save payload sets the logo by id; the read never returns it
+     * — see `logo_file`. Kept apart so a stale id cannot be mistaken for a logo
+     * that still exists.
+     */
     logo_file_id?: string;
-    logo_url?: string;
     net_term_days?: number;
     payment_terms?: string;
     phone?: string;

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

@@ -1,8 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../rootActions';
-import { date as zeniDate } from '../../zeniDayJS';
+import { dateNow, date as zeniDate } from '../../zeniDayJS';
 import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toInteractiveFormTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
 export const initialAiCfoState = {
+    deletedChatSessionIds: [],
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
     syntheticAnswersByChatSessionId: {},
@@ -468,6 +469,11 @@ const toResponseBlockType = (answer, userId) => {
         createdAt: zeniDate(timestamp),
     };
 };
+// How many deleted session ids to remember. The tombstone only has to outlive
+// an in-flight history request, which is seconds, so this is generous. Capped
+// because `clearSession` would otherwise grow the array for the life of the
+// store and every `setChatHistory` scans it.
+const DELETED_SESSION_MEMORY = 100;
 const aiCfo = createSlice({
     name: 'aiCfo',
     initialState: initialAiCfoState,
@@ -489,8 +495,25 @@ const aiCfo = createSlice({
         setSessions(draft, action) {
             action.payload.forEach((chatSessionPayload) => {
                 const { chat_session_id } = chatSessionPayload;
-                // This is to prevent overwriting the session if it is already in state
-                if (draft.aiCfoByChatSessionId[chat_session_id] == null) {
+                if (draft.aiCfoByChatSessionId[chat_session_id] != null) {
+                    // The list is authoritative for a session's metadata, and a session
+                    // seeded by `setChatHistory` has guessed metadata: no summary, and a
+                    // `createdAt` taken from one page of a newest-first paginated
+                    // history, which is later than the session really started.
+                    // `questionAnswers` is left alone — the list must never wipe a
+                    // thread that is on screen.
+                    const entry = draft.aiCfoByChatSessionId[chat_session_id];
+                    const incoming = toChatSession(chatSessionPayload);
+                    entry.chatSession = {
+                        ...incoming,
+                        // Never downgrade a title already in state: a page of the list can
+                        // carry a nullish summary, and assigning it wholesale would blank
+                        // a header that was correct.
+                        chatSessionSummary: incoming.chatSessionSummary ??
+                            entry.chatSession.chatSessionSummary,
+                    };
+                }
+                else {
                     draft.aiCfoByChatSessionId[chat_session_id] = {
                         chatSession: toChatSession(chatSessionPayload),
                         questionAnswers: [],
@@ -503,8 +526,52 @@ const aiCfo = createSlice({
         setChatHistory(draft, action) {
             const { chatSessionId, history, isPaginationComplete = false, } = action.payload;
             if (draft.aiCfoByChatSessionId[chatSessionId] == null) {
-                console.warn(`session with id ${chatSessionId} not found in setChatHistory`);
-                return;
+                // Sessions created server-side (a routine run) are opened by deep
+                // link, so their history can arrive before the sessions list has
+                // registered them. Dropping it here loses the messages for good: the
+                // response's null page token sets `hasMore: false`, which is the
+                // condition the refetch is guarded on. The response is itself proof
+                // the session exists, so seed the entry from the messages.
+                if (history.length === 0) {
+                    return;
+                }
+                // A deleted session. Its history request is never cancelled
+                // (`mergeMap`), so seeding would resurrect the conversation into the
+                // rail, where clicking it 404s. Only this path is guarded:
+                // `clearSession` is optimistic, so if the server still lists the
+                // session, `setSessions` re-adding it is correct.
+                if (draft.deletedChatSessionIds?.includes(chatSessionId) === true) {
+                    return;
+                }
+                // The human's id, taken off a message they actually sent. The API
+                // returns newest first, so `history[0]` is usually the agent's reply,
+                // and `chatSession.userId` is read as "whose conversation is this".
+                const owner = history.find((message) => message.sender === 'user') ?? history[0];
+                // Oldest message in the page, not `history[0]`: a session cannot
+                // start after its own messages, and the API returns newest first.
+                //
+                // Compared as instants, not strings. The wire format is an RFC 1123
+                // HTTP-date ("Thu, 03 Sep 2026 12:34:56 GMT") because `set_200`
+                // bypasses chat's isoformat encoder, and lexically "Mon…" precedes
+                // "Sat…" while being the later day. Unparseable values are filtered
+                // out, not compared: every comparison against NaN is false, so one
+                // used as the reduce's seed would carry through to an Invalid Date.
+                const oldest = history
+                    .map((message) => ({ at: Date.parse(message.created_at), message }))
+                    .filter(({ at }) => !Number.isNaN(at))
+                    .reduce((min, entry) => (min == null || entry.at < min.at ? entry : min), undefined)?.message;
+                draft.aiCfoByChatSessionId[chatSessionId] = {
+                    chatSession: {
+                        chatSessionId,
+                        userId: owner.user_id,
+                        chatSessionSummary: undefined,
+                        // Nothing in the page carried a usable timestamp. "Now" is a
+                        // guess, but it is a sane one and it keeps the row out of the
+                        // Invalid-Date behaviour above; the sessions list corrects it.
+                        createdAt: oldest != null ? zeniDate(oldest.created_at) : dateNow(),
+                    },
+                    questionAnswers: [],
+                };
             }
             const session = draft.aiCfoByChatSessionId[chatSessionId];
             // Check if we have an existing partial Q&A pair for this session
@@ -784,6 +851,13 @@ const aiCfo = createSlice({
         },
         clearSession(draft, action) {
             const sessionId = action.payload;
+            draft.deletedChatSessionIds ?? (draft.deletedChatSessionIds = []);
+            if (!draft.deletedChatSessionIds.includes(sessionId)) {
+                draft.deletedChatSessionIds.push(sessionId);
+                if (draft.deletedChatSessionIds.length > DELETED_SESSION_MEMORY) {
+                    draft.deletedChatSessionIds.splice(0, draft.deletedChatSessionIds.length - DELETED_SESSION_MEMORY);
+                }
+            }
             delete draft.aiCfoByChatSessionId[sessionId];
             delete draft.syntheticAnswersByChatSessionId[sessionId];
             if (draft.partialQuestionAnswers?.[sessionId] != null) {

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

@@ -41,6 +41,14 @@ export default user.reducer;
 /**
  * Helper functions.
  */
+/**
+ * `image_file_ids` and `image_files` are typed as required, but a service that
+ * has no renditions to report can leave them out — the invoicing settings
+ * `logo_file` did. Mapping an absent `image_files` threw, taking down whichever
+ * reducer was mapping the file rather than losing one field, so both default to
+ * empty here: an absent list means no renditions, which is what an empty list
+ * already says.
+ */
 export function mapFilePayloadToFile(filepayload) {
     return {
         fileSizeUnit: filepayload.file_size_unit,
@@ -48,9 +56,9 @@ export function mapFilePayloadToFile(filepayload) {
             ? date(filepayload.update_time)
             : undefined,
         userId: filepayload.user_id ?? undefined,
-        imageFileIds: filepayload.image_file_ids,
+        imageFileIds: filepayload.image_file_ids ?? [],
         documentSide: filepayload.document_side,
-        imageFiles: filepayload.image_files.map((imagePayload) => ({
+        imageFiles: (filepayload.image_files ?? []).map((imagePayload) => ({
             fileLocation: imagePayload.file_location,
             height: imagePayload.height,
             signedUrl: toZeniUrl(imagePayload.signed_url),

package/lib/esm/view/financeStatement/financeStatementReducer.js

@@ -33,9 +33,18 @@ const financeStatement = createSlice({
             },
         },
         updateFinanceStatementTimeframe(draft, action) {
+            // Unrelated UI re-dispatches the *current* timeframe as a side effect (the
+            // reports page hangs its table scroll reset off that callback); dropping the
+            // anchor there would silently reset the user's period to the latest one.
+            if (draft.timeframe === action.payload) {
+                return;
+            }
             draft.timeframe = action.payload;
+            // A month anchor is meaningless once the timeframe becomes quarter/year, so
+            // a real change drops it and returns the width to the default — 12 months
+            // must not become 12 quarters. Order is the user's, so it survives.
             draft.selectedCOABalancesRange = {
-                numberOfPeriods: draft.selectedCOABalancesRange.numberOfPeriods,
+                numberOfPeriods: initialFinanceStatementState.selectedCOABalancesRange.numberOfPeriods,
                 orderBy: draft.selectedCOABalancesRange.orderBy,
             };
         },
@@ -77,8 +86,7 @@ const financeStatement = createSlice({
             draft.selectedReportId = action.payload;
         },
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
-            const { firstMonthOfFY, additionalBalances: additionalBalancesPayload, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
-            const safeCoaBalances = coaBalances != null ? coaBalances : [];
+            const { additionalBalances: additionalBalancesPayload, maxNumOfPeriodsToHighlight, } = action.payload;
             const additionalBalances = additionalBalancesPayload ?? [];
             let tempAdditionalBalances = [...additionalBalances];
             if (additionalBalances.includes('this_period_vs_last_period') ||
@@ -94,30 +102,12 @@ const financeStatement = createSlice({
             draft.maxNumOfPeriodsToHighlight = maxNumOfPeriodsToHighlight;
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;
-            const { timeframe, selectedCOABalancesRange } = draft;
-            if (safeCoaBalances.length > 0) {
-                const thisPeriod = extractThisPeriod(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
-                if (thisPeriod != null) {
-                    const selectedCoaBalancesRangeWithThisPeriod = {
-                        ...selectedCOABalancesRange,
-                        thisPeriod,
-                    };
-                    const selectionRanges = getSelectedAndHighlightedRangesForThisPeriod({
-                        firstMonthOfFY,
-                        thisPeriod: thisPeriod,
-                        coaBalances: safeCoaBalances,
-                        timeframe,
-                        maxNumOfPeriodsToHighlight: maxNumOfPeriodsToHighlight,
-                        currentSelection: {
-                            selectedCOABalancesRange: selectedCoaBalancesRangeWithThisPeriod,
-                        },
-                        orderBy: 'ascending_date',
-                        maxNumOfPeriodsToSelect: maxNumOfPeriodsToHighlight,
-                    });
-                    draft.selectedCOABalancesRange =
-                        selectionRanges.selectedCOABalancesRange;
-                }
-            }
+            // Column metadata only — must not touch selectedCOABalancesRange. The
+            // reports page fires this on load, on resize and on every fetch-state
+            // transition (so also on report switch and on remount after a drill-down)
+            // with a viewport-derived period count that knows nothing about the range
+            // the user picked. The width default comes from initial state, and from
+            // updateFinanceStatementTimeframe on a real timeframe change.
         },
         updateDownloadState(draft, action) {
             draft.downloadState = action.payload;

package/lib/esm/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewSelector.js

@@ -36,7 +36,7 @@ export const getInvoicingCustomerRecord = (state, invoicingCustomerID) => {
         brandingAccentColor: settings?.accent_color,
         brandingCompanyName: settings?.company_name,
         brandingEmail: settings?.email,
-        brandingLogoUrl: settings?.logo_url,
+        brandingLogoUrl: settings?.logo_file?.signed_url,
         stripeConnected: isStripeConnectedFromSettings(settings),
         fetchState: invoicingCustomerDetail?.fetchState ?? 'Not-Started',
         error: invoicingCustomerDetail?.error,

package/lib/esm/view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic.js

@@ -1,6 +1,7 @@
 import { of } from 'rxjs';
 import { catchError, filter, switchMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../../entity/address/addressReducer';
+import { updateFiles } from '../../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { fetchInvoicingSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, } from '../settingsViewReducer';
 export const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInvoicingSettings.match), switchMap(() => {
@@ -8,8 +9,13 @@ export const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => action
     return zeniAPI.getJSON(apiUrl).pipe(switchMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const address = response.data.address;
+            // The logo record goes to the file entity, like the address goes to
+            // the address entity: the settings view keeps only its id and reads
+            // the file back through the file selector, so one copy is canonical.
+            const logoFile = response.data.logo_file;
             return [
                 ...(address != null ? [updateAddresses([address])] : []),
+                ...(logoFile != null ? [updateFiles({ files: [logoFile] })] : []),
                 updateInvoicingSettings(response.data),
             ];
         }

package/lib/esm/view/invoicing/settingsView/epics/saveInvoicingSettingsEpic.js

@@ -4,6 +4,7 @@ import { apiErrorSnackbarVariables } from '../../../../entity/snackbar/snackbarA
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { saveInvoicingSettings, saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, } from '../settingsViewReducer';
+import { updateFiles } from '../../../../entity/file/fileReducer';
 export const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(saveInvoicingSettings.match), mergeMap((action) => {
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
     const { settings, snackbarSection } = action.payload;
@@ -22,7 +23,13 @@ export const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions
         .putAndGetJSON(apiUrl, { ...settings })
         .pipe(switchMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
+            // Keep the file entity in step with what was persisted — the
+            // settings view resolves the logo by id, not from the response.
+            const savedLogoFile = response.data.logo_file;
             return from([
+                ...(savedLogoFile != null
+                    ? [updateFiles({ files: [savedLogoFile] })]
+                    : []),
                 saveInvoicingSettingsSuccess(response.data),
                 ...snackbar('success'),
             ]);

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

@@ -22,7 +22,7 @@ export const entityToInvoicingBrandingFormLocalData = (settings) => ({
     email: settings?.email ?? '',
     invoiceFooterText: settings?.invoice_footer_text ?? '',
     invoicePrefix: settings?.invoice_prefix ?? '',
-    logoFileId: settings?.logo_file_id ?? '',
+    logoFileId: settings?.logo_file?.file_id ?? '',
     phone: settings?.phone ?? '',
     taxId: settings?.tax_id ?? '',
 });

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

@@ -1,4 +1,5 @@
 import { getInvoicingQboAccountMappingId, } from '../../../entity/invoicing/invoicingCommonPayload';
+import { getFileByFileId } from '../../../entity/file/fileSelector';
 import { getFormattedAddress } from '../../addressView/addressViewSelector';
 import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingQboView, isInvoicingAccountingPickerDataLoading, } from '../invoicingQboView/invoicingQboViewSelector';
@@ -25,10 +26,14 @@ export const getInvoicingSettingsFetchState = (state) => ({
  */
 export const getInvoicingSettingsView = (state) => {
     const { error, fetchState, saveFetchState, settings, stripeFetchState } = state.invoicingSettingsViewState;
+    const logoFileId = settings?.logo_file?.file_id ?? '';
     return {
         fieldHelp: invoicingFieldHelpForGroup(state, 'settings'),
         error,
         fetchState,
+        logoFile: logoFileId !== ''
+            ? getFileByFileId(state.fileState, logoFileId)
+            : undefined,
         saveState: saveFetchState,
         settings,
         stripeConnectState: stripeFetchState,

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

@@ -1,6 +1,7 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
+import { updateFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { resetNewAddressDataInLocalStore } from '../../addressView/addressViewReducer';
 import { INVOICING_BUSINESS_ADDRESS_TYPE, brandingLocalDataToSettingsPayload, entityToInvoicingBrandingFormLocalData, } from './invoicingBrandingFormConfig';
@@ -23,10 +24,18 @@ export const submitInvoicingBrandingFormEpic = (actions$, state$, zeniAPI) => ac
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
             const savedAddress = response.data.address;
+            // The saved logo goes to the file entity for the same reason the
+            // saved address goes to the address entity: the settings view
+            // resolves the file by id, so without this a save that changes
+            // the logo leaves the view resolving an id nothing holds.
+            const savedLogoFile = response.data.logo_file;
             return [
                 ...(savedAddress != null
                     ? [updateAddresses([savedAddress])]
                     : []),
+                ...(savedLogoFile != null
+                    ? [updateFiles({ files: [savedLogoFile] })]
+                    : []),
                 saveInvoicingSettingsSuccess(response.data),
                 resetNewAddressDataInLocalStore(INVOICING_BUSINESS_ADDRESS_TYPE),
             ];

package/lib/view/financeStatement/financeStatementReducer.js

@@ -37,9 +37,18 @@ const financeStatement = (0, toolkit_1.createSlice)({
             },
         },
         updateFinanceStatementTimeframe(draft, action) {
+            // Unrelated UI re-dispatches the *current* timeframe as a side effect (the
+            // reports page hangs its table scroll reset off that callback); dropping the
+            // anchor there would silently reset the user's period to the latest one.
+            if (draft.timeframe === action.payload) {
+                return;
+            }
             draft.timeframe = action.payload;
+            // A month anchor is meaningless once the timeframe becomes quarter/year, so
+            // a real change drops it and returns the width to the default — 12 months
+            // must not become 12 quarters. Order is the user's, so it survives.
             draft.selectedCOABalancesRange = {
-                numberOfPeriods: draft.selectedCOABalancesRange.numberOfPeriods,
+                numberOfPeriods: exports.initialFinanceStatementState.selectedCOABalancesRange.numberOfPeriods,
                 orderBy: draft.selectedCOABalancesRange.orderBy,
             };
         },
@@ -81,8 +90,7 @@ const financeStatement = (0, toolkit_1.createSlice)({
             draft.selectedReportId = action.payload;
         },
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
-            const { firstMonthOfFY, additionalBalances: additionalBalancesPayload, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
-            const safeCoaBalances = coaBalances != null ? coaBalances : [];
+            const { additionalBalances: additionalBalancesPayload, maxNumOfPeriodsToHighlight, } = action.payload;
             const additionalBalances = additionalBalancesPayload ?? [];
             let tempAdditionalBalances = [...additionalBalances];
             if (additionalBalances.includes('this_period_vs_last_period') ||
@@ -98,30 +106,12 @@ const financeStatement = (0, toolkit_1.createSlice)({
             draft.maxNumOfPeriodsToHighlight = maxNumOfPeriodsToHighlight;
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;
-            const { timeframe, selectedCOABalancesRange } = draft;
-            if (safeCoaBalances.length > 0) {
-                const thisPeriod = (0, thisPeriodHelpers_1.extractThisPeriod)(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
-                if (thisPeriod != null) {
-                    const selectedCoaBalancesRangeWithThisPeriod = {
-                        ...selectedCOABalancesRange,
-                        thisPeriod,
-                    };
-                    const selectionRanges = (0, getSelectedAndHighlightedRanges_1.getSelectedAndHighlightedRangesForThisPeriod)({
-                        firstMonthOfFY,
-                        thisPeriod: thisPeriod,
-                        coaBalances: safeCoaBalances,
-                        timeframe,
-                        maxNumOfPeriodsToHighlight: maxNumOfPeriodsToHighlight,
-                        currentSelection: {
-                            selectedCOABalancesRange: selectedCoaBalancesRangeWithThisPeriod,
-                        },
-                        orderBy: 'ascending_date',
-                        maxNumOfPeriodsToSelect: maxNumOfPeriodsToHighlight,
-                    });
-                    draft.selectedCOABalancesRange =
-                        selectionRanges.selectedCOABalancesRange;
-                }
-            }
+            // Column metadata only — must not touch selectedCOABalancesRange. The
+            // reports page fires this on load, on resize and on every fetch-state
+            // transition (so also on report switch and on remount after a drill-down)
+            // with a viewport-derived period count that knows nothing about the range
+            // the user picked. The width default comes from initial state, and from
+            // updateFinanceStatementTimeframe on a real timeframe change.
         },
         updateDownloadState(draft, action) {
             draft.downloadState = action.payload;

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewSelector.js

@@ -39,7 +39,7 @@ const getInvoicingCustomerRecord = (state, invoicingCustomerID) => {
         brandingAccentColor: settings?.accent_color,
         brandingCompanyName: settings?.company_name,
         brandingEmail: settings?.email,
-        brandingLogoUrl: settings?.logo_url,
+        brandingLogoUrl: settings?.logo_file?.signed_url,
         stripeConnected: (0, invoicingSettingsHelpers_1.isStripeConnectedFromSettings)(settings),
         fetchState: invoicingCustomerDetail?.fetchState ?? 'Not-Started',
         error: invoicingCustomerDetail?.error,

package/lib/view/invoicing/settingsView/epics/fetchInvoicingSettingsEpic.js

@@ -4,6 +4,7 @@ exports.fetchInvoicingSettingsEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const addressReducer_1 = require("../../../../entity/address/addressReducer");
+const fileReducer_1 = require("../../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../../responsePayload");
 const settingsViewReducer_1 = require("../settingsViewReducer");
 const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(settingsViewReducer_1.fetchInvoicingSettings.match), (0, operators_1.switchMap)(() => {
@@ -11,8 +12,13 @@ const fetchInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe
     return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const address = response.data.address;
+            // The logo record goes to the file entity, like the address goes to
+            // the address entity: the settings view keeps only its id and reads
+            // the file back through the file selector, so one copy is canonical.
+            const logoFile = response.data.logo_file;
             return [
                 ...(address != null ? [(0, addressReducer_1.updateAddresses)([address])] : []),
+                ...(logoFile != null ? [(0, fileReducer_1.updateFiles)({ files: [logoFile] })] : []),
                 (0, settingsViewReducer_1.updateInvoicingSettings)(response.data),
             ];
         }

package/lib/view/invoicing/settingsView/epics/saveInvoicingSettingsEpic.js

@@ -7,6 +7,7 @@ const snackbarApiError_1 = require("../../../../entity/snackbar/snackbarApiError
 const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../../responsePayload");
 const settingsViewReducer_1 = require("../settingsViewReducer");
+const fileReducer_1 = require("../../../../entity/file/fileReducer");
 const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(settingsViewReducer_1.saveInvoicingSettings.match), (0, operators_1.mergeMap)((action) => {
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/settings`;
     const { settings, snackbarSection } = action.payload;
@@ -25,7 +26,13 @@ const saveInvoicingSettingsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(
         .putAndGetJSON(apiUrl, { ...settings })
         .pipe((0, operators_1.switchMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            // Keep the file entity in step with what was persisted — the
+            // settings view resolves the logo by id, not from the response.
+            const savedLogoFile = response.data.logo_file;
             return (0, rxjs_1.from)([
+                ...(savedLogoFile != null
+                    ? [(0, fileReducer_1.updateFiles)({ files: [savedLogoFile] })]
+                    : []),
                 (0, settingsViewReducer_1.saveInvoicingSettingsSuccess)(response.data),
                 ...snackbar('success'),
             ]);

package/lib/view/invoicing/settingsView/epics/settingsViewActionType.d.ts

@@ -1,5 +1,6 @@
 import { updateAddresses } from '../../../../entity/address/addressReducer';
+import { updateFiles } from '../../../../entity/file/fileReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, invoicingStripeConnectionFailure, saveInvoicingSettings, saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, submitInvoicingQboSettings, updateInvoicingSettings, updateInvoicingSettingsFailure, updateInvoicingStripeConnection } from '../settingsViewReducer';
 /** Every action the settings epics accept or emit. */
-export type InvoicingSettingsViewActionType = ReturnType<typeof fetchInvoicingSettings> | ReturnType<typeof updateInvoicingSettings> | ReturnType<typeof updateInvoicingSettingsFailure> | ReturnType<typeof saveInvoicingSettings> | ReturnType<typeof saveInvoicingSettingsSuccess> | ReturnType<typeof submitInvoicingQboSettings> | ReturnType<typeof saveInvoicingSettingsFailure> | ReturnType<typeof connectInvoicingStripe> | ReturnType<typeof disconnectInvoicingStripe> | ReturnType<typeof updateInvoicingStripeConnection> | ReturnType<typeof invoicingStripeConnectionFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof openSnackbar>;
+export type InvoicingSettingsViewActionType = ReturnType<typeof fetchInvoicingSettings> | ReturnType<typeof updateInvoicingSettings> | ReturnType<typeof updateInvoicingSettingsFailure> | ReturnType<typeof saveInvoicingSettings> | ReturnType<typeof saveInvoicingSettingsSuccess> | ReturnType<typeof submitInvoicingQboSettings> | ReturnType<typeof saveInvoicingSettingsFailure> | ReturnType<typeof connectInvoicingStripe> | ReturnType<typeof disconnectInvoicingStripe> | ReturnType<typeof updateInvoicingStripeConnection> | ReturnType<typeof invoicingStripeConnectionFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateFiles> | ReturnType<typeof openSnackbar>;

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

@@ -25,7 +25,7 @@ const entityToInvoicingBrandingFormLocalData = (settings) => ({
     email: settings?.email ?? '',
     invoiceFooterText: settings?.invoice_footer_text ?? '',
     invoicePrefix: settings?.invoice_prefix ?? '',
-    logoFileId: settings?.logo_file_id ?? '',
+    logoFileId: settings?.logo_file?.file_id ?? '',
     phone: settings?.phone ?? '',
     taxId: settings?.tax_id ?? '',
 });

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

@@ -1,6 +1,7 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { FetchState, FetchStateAndError } from '../../../commonStateTypes/common';
 import { InvoicingDunningActionOption, InvoicingFieldHelpByCode, InvoicingNamedOption, InvoicingQboAccountMappingKindOption, InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
+import { File } from '../../../entity/file/fileState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { RootState } from '../../../rootStateTypes';
 import { InvoicingQboConnection, InvoicingQboSyncHealth } from '../invoicingQboView/invoicingQboViewPayload';
@@ -24,6 +25,13 @@ export interface InvoicingSettingsView {
     saveState: FetchStateAndError;
     stripeConnectState: FetchStateAndError;
     error?: ZeniAPIStatus;
+    /**
+     * The tenant's logo, read back out of the file entity the settings fetch
+     * stored it in. `undefined` when no logo is set — the settings response
+     * returns no record then, which is also how a logo deleted out from under a
+     * stale id reads, so the screen has nothing to show either way.
+     */
+    logoFile?: File;
     settings?: InvoicingSettingsPayload;
 }
 /**

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

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getInvoicingBrandingFormView = exports.getInvoicingQboSettingsFormView = exports.getInvoicingSettingsHubView = exports.getInvoicingSettingsView = exports.getInvoicingSettingsFetchState = exports.getInvoicingSettings = void 0;
 exports.deriveInvoicingEnablePrerequisites = deriveInvoicingEnablePrerequisites;
 const invoicingCommonPayload_1 = require("../../../entity/invoicing/invoicingCommonPayload");
+const fileSelector_1 = require("../../../entity/file/fileSelector");
 const addressViewSelector_1 = require("../../addressView/addressViewSelector");
 const invoicingConfigViewSelector_1 = require("../invoicingConfigView/invoicingConfigViewSelector");
 const invoicingQboViewSelector_1 = require("../invoicingQboView/invoicingQboViewSelector");
@@ -31,10 +32,14 @@ exports.getInvoicingSettingsFetchState = getInvoicingSettingsFetchState;
  */
 const getInvoicingSettingsView = (state) => {
     const { error, fetchState, saveFetchState, settings, stripeFetchState } = state.invoicingSettingsViewState;
+    const logoFileId = settings?.logo_file?.file_id ?? '';
     return {
         fieldHelp: (0, invoicingConfigViewSelector_1.invoicingFieldHelpForGroup)(state, 'settings'),
         error,
         fetchState,
+        logoFile: logoFileId !== ''
+            ? (0, fileSelector_1.getFileByFileId)(state.fileState, logoFileId)
+            : undefined,
         saveState: saveFetchState,
         settings,
         stripeConnectState: stripeFetchState,

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

@@ -1,11 +1,12 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
 import { updateAddresses } from '../../../entity/address/addressReducer';
+import { updateFiles } from '../../../entity/file/fileReducer';
 import { RootState } from '../../../rootStateTypes';
 import { ZeniAPI } from '../../../zeniAPI';
 import { resetNewAddressDataInLocalStore } from '../../addressView/addressViewReducer';
 import { saveInvoicingSettingsFailure, saveInvoicingSettingsSuccess, submitInvoicingBrandingForm } from './settingsViewReducer';
-export type SubmitActionType = ReturnType<typeof submitInvoicingBrandingForm> | ReturnType<typeof saveInvoicingSettingsSuccess> | ReturnType<typeof saveInvoicingSettingsFailure> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateAddresses>;
+export type SubmitActionType = ReturnType<typeof submitInvoicingBrandingForm> | ReturnType<typeof saveInvoicingSettingsSuccess> | ReturnType<typeof saveInvoicingSettingsFailure> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateFiles>;
 /**
  * On `submitInvoicingBrandingForm`, PUT the settings body built from the branding
  * draft + the business address captured via the shared Address screen. The

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

@@ -4,6 +4,7 @@ exports.submitInvoicingBrandingFormEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const addressReducer_1 = require("../../../entity/address/addressReducer");
+const fileReducer_1 = require("../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const addressViewReducer_1 = require("../../addressView/addressViewReducer");
 const invoicingBrandingFormConfig_1 = require("./invoicingBrandingFormConfig");
@@ -26,10 +27,18 @@ const submitInvoicingBrandingFormEpic = (actions$, state$, zeniAPI) => actions$.
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const savedAddress = response.data.address;
+            // The saved logo goes to the file entity for the same reason the
+            // saved address goes to the address entity: the settings view
+            // resolves the file by id, so without this a save that changes
+            // the logo leaves the view resolving an id nothing holds.
+            const savedLogoFile = response.data.logo_file;
             return [
                 ...(savedAddress != null
                     ? [(0, addressReducer_1.updateAddresses)([savedAddress])]
                     : []),
+                ...(savedLogoFile != null
+                    ? [(0, fileReducer_1.updateFiles)({ files: [savedLogoFile] })]
+                    : []),
                 (0, settingsViewReducer_1.saveInvoicingSettingsSuccess)(response.data),
                 (0, addressViewReducer_1.resetNewAddressDataInLocalStore)(invoicingBrandingFormConfig_1.INVOICING_BUSINESS_ADDRESS_TYPE),
             ];

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.39",
+  "version": "5.2.41",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",