@zeniai/client-epic-state 5.2.59-beta0ND → 5.2.60

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -4,6 +4,7 @@ exports.toSnackbarMessageSectionTexts = exports.toSnackbarMessageSection = void
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'common',
+    'recommendation_feedback',
     'transactionDetails_updatingPastTransactions',
     'transactionDetails_transactionUpdated',
     'cockpit_month_end_email_sent',

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -1,6 +1,7 @@
 import { stringToUnion } from '../../commonStateTypes/stringToUnion';
 const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'common',
+    'recommendation_feedback',
     'transactionDetails_updatingPastTransactions',
     'transactionDetails_transactionUpdated',
     'cockpit_month_end_email_sent',

package/lib/esm/index.js

@@ -273,6 +273,7 @@ import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/pro
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
+import { getRecommendationFeedbackSubmitState } from './view/recommendation/recommendationSelector';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -638,7 +639,7 @@ export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showB
 export { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { getInternationalSubConfigCodeKey, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, };
 export { getVendorList, updateSortUiState, updatePageToken, updateYTDSelectionUIState, isColumnYTDSpend, isVendorsTabVisible, toVendorReportIDType, getVendorFiling1099List, fetchVendorsFiling1099Download, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, getRecommendationFeedbackSubmitState, submitRecommendationFeedback, };
 export { fetchOwnerList };
 export { getZeniAccountsConfigDetail, getZeniAccountList, fetchZeniAccountList, fetchAccountList, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, getAllDepositAccounts, getDepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, fetchZeniAccStatementPage, getZeniAccStatements, };
 export { fetchDepositAccountTransactionList, getDepositAccountTransactionList, };

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js

@@ -56,6 +56,98 @@ const isShippingAddressUnsaved = (state, id, savedShippingAddressId) => {
         pending.country === saved.country &&
         (pending.countryCode ?? '') === (saved.countryCode ?? ''));
 };
+/**
+ * The add-ons / one-time charges a plan actually accepts.
+ *
+ * A catalog item is either `restricted` — it names the item ids it may be
+ * subscribed alongside in `applicableItems` — or unrestricted, in which case
+ * every item is fair game. Matching is on `itemID` (the catalog item the price
+ * row was flattened from), not the price code, because applicability is
+ * declared item-to-item.
+ *
+ * Fails open where the rule is unknown: no plan selected yet, a plan that is
+ * not `restricted`, or a `restricted` plan whose allow-list never came down all
+ * return the full list. The create/update endpoint rejects a disallowed item
+ * with a 422 regardless, so offering one too many costs a server error the user
+ * already gets today, where hiding one too few makes a legitimate add-on
+ * unreachable with nothing on screen to explain why.
+ *
+ * An allow-list that arrived *empty* is not unknown — a restricted item is
+ * saved with `applicable_items: []` when nothing was picked — so that narrows
+ * to nothing, as the server does.
+ *
+ * Lives here rather than in a screen so the create/edit form and the detail
+ * page's inline edit narrow their pickers by the same rule.
+ */
+export const getInvoicingItemsAllowedForPlan = (products, plan) => {
+    const allowedItemIDs = plan?.applicableItems;
+    if (plan?.itemApplicability !== 'restricted' || allowedItemIDs == null) {
+        return products;
+    }
+    return products.filter((product) => product.itemID != null && allowedItemIDs.includes(product.itemID));
+};
+/**
+ * A price row can only be subscribed by its price code, so one without a code
+ * is not an option the form can offer.
+ */
+const hasInvoicingPriceCode = (product) => product.priceCode != null && product.priceCode.trim() !== '';
+/**
+ * `displayPrice` is the service-computed single-unit amount. Tiered, volume and
+ * stairstep price points store `price` as `0` because the money lives in their
+ * tiers, so `price` is only a fallback for responses predating `displayPrice`.
+ */
+const invoicingUnitPrice = (product) => product.displayPrice ?? product.price;
+const toInvoicingPlanOption = (plan) => ({
+    billingCycles: plan.billingCycles,
+    // The price point's own cadence: the backend derives billing period from the
+    // price point and rejects a subscription that claims a different one.
+    billingPeriod: plan.period,
+    billingPeriodUnit: plan.periodUnit,
+    label: plan.name ?? plan.id,
+    price: invoicingUnitPrice(plan),
+    productCode: plan.productCode,
+    trialPeriod: plan.trialPeriod,
+    trialPeriodUnit: plan.trialPeriodUnit,
+    value: plan.priceCode,
+});
+const toInvoicingCatalogItemOption = (product) => ({
+    // A one-time charge has no cadence, so its price is quoted flat rather than
+    // per period.
+    billingPeriodUnit: product.itemType === 'charge' ? undefined : product.periodUnit,
+    label: product.name ?? product.id,
+    price: invoicingUnitPrice(product),
+    productCode: product.productCode,
+    value: product.priceCode,
+});
+const toInvoicingCouponOption = (coupon) => ({
+    label: coupon.name ?? coupon.couponCode ?? coupon.id,
+    // Create/apply/remove coupon APIs resolve by coupon_code.
+    value: coupon.couponCode ?? coupon.id,
+});
+/**
+ * Company first, then the person's name, then the email — whichever the
+ * customer actually has. The id is the last resort so a record with no
+ * identifying field at all is still selectable rather than a blank row.
+ */
+const invoicingCustomerDisplayName = (customer) => {
+    const fullName = [customer.firstName, customer.lastName]
+        .filter((part) => part != null && part.trim() !== '')
+        .join(' ')
+        .trim();
+    const company = customer.company?.trim() ?? '';
+    const email = customer.email?.trim() ?? '';
+    return company !== ''
+        ? company
+        : fullName !== ''
+            ? fullName
+            : email !== ''
+                ? email
+                : customer.id;
+};
+const toInvoicingCustomerOption = (customer) => ({
+    label: invoicingCustomerDisplayName(customer),
+    value: customer.id,
+});
 export const getInvoicingSubscriptionFormView = (state, invoicingSubscriptionID) => {
     const { editDraftById, error, fetchState, newSubscriptionDraft, savedSubscriptionId, } = state.editInvoicingSubscriptionDetailViewState;
     const mode = invoicingSubscriptionID != null ? 'edit' : 'create';
@@ -77,8 +169,15 @@ export const getInvoicingSubscriptionFormView = (state, invoicingSubscriptionID)
         : undefined;
     const hasUnsavedShippingAddress = isShippingAddressUnsaved(state, invoicingSubscriptionID, subscription?.shippingAddressId);
     const catalogListView = getInvoicingCatalogListView(state);
-    const planPrices = getInvoicingCatalogPrices(catalogListView.plans);
-    const addonAndChargePrices = getInvoicingCatalogPrices(catalogListView.products);
+    const planPrices = getInvoicingCatalogPrices(catalogListView.plans).filter(hasInvoicingPriceCode);
+    // A restricted plan names the catalog items it may be sold with, so the
+    // pickers offer only those: subscription create rejects the rest with a 422,
+    // and an option that can only fail is not a choice. The applicability rides
+    // on the price rows already in the store, so this is a join, not a refetch.
+    const allowedCatalogPrices = getInvoicingItemsAllowedForPlan(getInvoicingCatalogPrices(catalogListView.products), planPrices.find((plan) => plan.priceCode === localData.planPriceCode)).filter(hasInvoicingPriceCode);
+    const catalogItemOptionsOfType = (itemType) => allowedCatalogPrices
+        .filter((product) => product.itemType === itemType)
+        .map(toInvoicingCatalogItemOption);
     // In create mode there is nothing to load, so the record state only applies
     // when editing an existing subscription.
     const recordState = invoicingSubscriptionID != null
@@ -100,12 +199,13 @@ export const getInvoicingSubscriptionFormView = (state, invoicingSubscriptionID)
         recordState,
         isFormLoading: isInvoicingFormDraftPending(editDraftById, invoicingSubscriptionID),
         fieldHelp: invoicingFieldHelpForGroup(state, 'subscription'),
-        coupons: getInvoicingCouponListItems(state),
-        customers: getInvoicingCustomerListView(state).customers,
+        addons: catalogItemOptionsOfType('addon'),
+        charges: catalogItemOptionsOfType('charge'),
+        coupons: getInvoicingCouponListItems(state).map(toInvoicingCouponOption),
+        customers: getInvoicingCustomerListView(state).customers.map(toInvoicingCustomerOption),
         localData,
         mode,
-        plans: planPrices,
-        products: addonAndChargePrices,
+        plans: planPrices.map(toInvoicingPlanOption),
         savedSubscriptionId,
         shippingAddressLabel,
         hasUnsavedShippingAddress,

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

@@ -2,8 +2,20 @@ import { createSelector } from '@reduxjs/toolkit';
 import { getInvoicingPlansByIds } from '../../../entity/invoicing/plan/planSelector';
 import { runningInvoicingActionId } from '../runningInvoicingActionId';
 import { INVOICING_PRODUCT_COLUMNS, } from './invoicingCatalogListViewState';
+/**
+ * Flatten catalog items into the price rows the pickers render.
+ *
+ * The parent item's `applicableItems` / `itemApplicability` are carried onto
+ * every row it produces: applicability is a property of the catalog item, not
+ * of its price points, and a row that has lost it cannot be matched against the
+ * selected plan's allow-list (see `getInvoicingItemsAllowedForPlan`). Both are
+ * written after the spread so the item's own rule wins over any stale copy a
+ * price point payload may carry.
+ */
 export const getInvoicingCatalogPrices = (items) => items.flatMap((item) => (item.subFamilies ?? []).map((subFamily) => ({
     ...subFamily,
+    applicableItems: item.applicableItems,
+    itemApplicability: item.itemApplicability,
     itemID: item.id,
     itemType: item.type ?? item.itemType,
     name: subFamily.name,

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

@@ -1 +1,3 @@
-export {};
+// Only an override opens the feedback popup. Silent accepts and retractions post
+// in the background, so they must not drive the popup's loader or its toast.
+export const isPromptedRecommendationFeedback = (outcome) => outcome === 'override_outside' || outcome === 'override_ranked';

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

@@ -1,7 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { clearAll } from '../../rootActions';
+import { isPromptedRecommendationFeedback, } from './recommendationPayload';
 import { getEntityRecommendationKey, initialEntityRecommendationState, } from './recommendationState';
 export const initialState = {
+    feedbackSubmitState: { fetchState: 'Not-Started', error: undefined },
     recommendationByEntity: {},
 };
 const recommendation = createSlice({
@@ -131,13 +133,31 @@ const recommendation = createSlice({
                 };
             },
         },
-        // Fire-and-forget human feedback on a recommendation (accept, ranked
-        // override or outside override). Handled by submitRecommendationFeedbackEpic
-        // which POSTs to the accounting recommendation-feedback endpoint. No state
-        // mutation: the categorization UX must not depend on the feedback round-trip.
+        // Human feedback on a recommendation (accept, ranked override or outside
+        // override). Handled by submitRecommendationFeedbackEpic, which POSTs to the
+        // accounting recommendation-feedback endpoint. The categorization itself
+        // never waits on this: only the feedback popup reads the submit state.
         submitRecommendationFeedback: {
-            reducer() {
-                // Fire-and-forget: no state mutation; the epic performs the POST.
+            reducer(draft, action) {
+                if (!isPromptedRecommendationFeedback(action.payload.outcome)) {
+                    return;
+                }
+                draft.feedbackSubmitState = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(args) {
+                return { payload: args };
+            },
+        },
+        submitRecommendationFeedbackCompleted: {
+            reducer(draft, action) {
+                const { succeeded, error } = action.payload;
+                draft.feedbackSubmitState = {
+                    fetchState: succeeded ? 'Completed' : 'Error',
+                    error,
+                };
             },
             prepare(args) {
                 return { payload: args };
@@ -150,7 +170,7 @@ const recommendation = createSlice({
         });
     },
 });
-export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, submitRecommendationFeedback, } = recommendation.actions;
+export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, submitRecommendationFeedback, submitRecommendationFeedbackCompleted, } = recommendation.actions;
 export default recommendation.reducer;
 const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
     const key = getEntityRecommendationKey(entityType, entityId);

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

@@ -11,3 +11,4 @@ export const getRecommendationsForEntity = (state, entityId, entityType) => {
         recommendations,
     };
 };
+export const getRecommendationFeedbackSubmitState = (state) => state.entityRecommendationState.feedbackSubmitState;

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

@@ -1,7 +1,8 @@
-import { EMPTY } from 'rxjs';
+import { EMPTY, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { isSuccessStatus } from '../../responsePayload';
-import { submitRecommendationFeedback } from './recommendationReducer';
+import { isPromptedRecommendationFeedback, } from './recommendationPayload';
+import { submitRecommendationFeedback, submitRecommendationFeedbackCompleted, } from './recommendationReducer';
 const toRequestBody = (payload) => ({
     line_id: payload.lineId ?? null,
     dimension: payload.dimension,
@@ -33,20 +34,31 @@ const toRequestBody = (payload) => ({
     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).
+// Always reports completion so the feedback popup can show a loader and tell the
+// user what happened. The categorization itself still never waits on this: a
+// failure is surfaced in a toast rather than blocking or reverting the change.
 export const submitRecommendationFeedbackEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(submitRecommendationFeedback.match), mergeMap((action) => {
     const { transactionId } = action.payload;
+    // Only the override that opened the popup reports completion; accepts and
+    // retractions stay fire-and-forget so they cannot settle the popup.
+    const isPrompted = isPromptedRecommendationFeedback(action.payload.outcome);
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId}/recommendation-feedback`, toRequestBody(action.payload))
         .pipe(mergeMap((response) => {
-        if (!isSuccessStatus(response)) {
+        const succeeded = isSuccessStatus(response);
+        if (!succeeded) {
             console.error('submitRecommendationFeedbackEpic: recommendation feedback was not recorded', response.status);
         }
-        return EMPTY;
+        return isPrompted
+            ? of(submitRecommendationFeedbackCompleted({
+                succeeded,
+                error: succeeded ? undefined : response.status,
+            }))
+            : EMPTY;
     }), catchError((error) => {
         console.error('submitRecommendationFeedbackEpic: failed to submit recommendation feedback', error);
-        return EMPTY;
+        return isPrompted
+            ? of(submitRecommendationFeedbackCompleted({ succeeded: false }))
+            : EMPTY;
     }));
 }));

package/lib/index.d.ts

@@ -432,6 +432,7 @@ import { ProfitAndLossProjectViewUIState } from './view/profitAndLossProjectView
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { ProjectListSelectorView, getProjectList } from './view/projectList/projectListSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback } from './view/recommendation/recommendationReducer';
+import { getRecommendationFeedbackSubmitState } from './view/recommendation/recommendationSelector';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
 import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
 import { AmountStatusTypes, InviteCompanyLocalData, ReferralAmountStatus, ReferralInvitation, ReferralListViewSortKey, ReferralStatus, ReferralViewState, ReferralViewUIState, RewardsPlanData, StatusTypes, toReferralListViewSortKeyType } from './view/referralView/referralState';
@@ -919,7 +920,7 @@ export { Filing1099TinType };
 export { BillPayCardReport };
 export { ReimbursementCardReport };
 export { VendorListViewSortKey, VendorViewUIState, VendorListSelectorView, VendorListQuery, getVendorList, VendorListView, updateSortUiState, updatePageToken, updateYTDSelectionUIState, VendorListViewYTDSpendSortKey, isColumnYTDSpend, isVendorsTabVisible, VendorViewType, VendorReportIDType, toVendorReportIDType, VendorFiling1099ListSelectorView, getVendorFiling1099List, VendorFiling1099ListViewSortKey, VendorFiling1099ViewUIState, VendorFiling1099DownloadData, fetchVendorsFiling1099Download, Type1099Download, VendorFiling1099DownloadDataForType, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, };
+export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, getRecommendationFeedbackSubmitState, submitRecommendationFeedback, };
 export type { FetchEntityRecommendationsForLineUpdatePayload, RecommendationLineUpdateFlowType, } from './view/recommendation/recommendationReducer';
 export type { RecommendationFeedbackDimension, RecommendationFeedbackOutcome, RecommendationFeedbackSource, RecommendationFeedbackValue, ShownRecommendationForFeedback, SubmitRecommendationFeedbackPayload, } from './view/recommendation/recommendationPayload';
 export { fetchOwnerList };
@@ -1131,7 +1132,7 @@ export type { SubmitInvoicingSubscriptionFormPayload, UpdateInvoicingSubscriptio
 export type { InvoicingSubscriptionFormLocalData } from './view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewState';
 export { INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE, entityToInvoicingSubscriptionFormLocalData, initialInvoicingSubscriptionFormLocalData, invoicingSubscriptionTodayIso, toInvoicingSubscriptionQuantity, } from './view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig';
 export { getEditInvoicingSubscriptionDetailViewState, getInvoicingSubscriptionFormView, } from './view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector';
-export type { EditInvoicingSubscriptionDetailView, InvoicingSubscriptionFormView, } from './view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector';
+export type { EditInvoicingSubscriptionDetailView, InvoicingSubscriptionFormView, InvoicingSubscriptionOption, } from './view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector';
 export { resetEditInvoicingCatalogItemDetailView, submitInvoicingCatalogItemForm, updateInvoicingCatalogItemFormDraft, } from './view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewReducer';
 export type { SubmitInvoicingCatalogItemFormPayload, UpdateInvoicingCatalogItemFormDraftPayload, } from './view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewReducer';
 export type { InvoicingCatalogAccountingLookup } from './view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewPayload';