@zeniai/client-epic-state 5.2.86 → 5.2.88

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Files changed (81) hide show
  1. package/lib/entity/reconciliationReport/reconciliationReportPayload.d.ts +95 -0
  2. package/lib/entity/reconciliationReport/reconciliationReportPayload.js +2 -0
  3. package/lib/entity/reconciliationReport/reconciliationReportReducer.d.ts +7 -0
  4. package/lib/entity/reconciliationReport/reconciliationReportReducer.js +151 -0
  5. package/lib/entity/reconciliationReport/reconciliationReportSelector.d.ts +3 -0
  6. package/lib/entity/reconciliationReport/reconciliationReportSelector.js +10 -0
  7. package/lib/entity/reconciliationReport/reconciliationReportState.d.ts +107 -0
  8. package/lib/entity/reconciliationReport/reconciliationReportState.js +15 -0
  9. package/lib/epic.d.ts +2 -1
  10. package/lib/epic.js +2 -0
  11. package/lib/esm/entity/reconciliationReport/reconciliationReportPayload.js +1 -0
  12. package/lib/esm/entity/reconciliationReport/reconciliationReportReducer.js +146 -0
  13. package/lib/esm/entity/reconciliationReport/reconciliationReportSelector.js +4 -0
  14. package/lib/esm/entity/reconciliationReport/reconciliationReportState.js +10 -0
  15. package/lib/esm/epic.js +2 -0
  16. package/lib/esm/index.js +5 -2
  17. package/lib/esm/reducer.js +7 -1
  18. package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js +5 -1
  19. package/lib/esm/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.js +19 -5
  20. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.js +57 -4
  21. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js +3 -1
  22. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionDetailPageEpic.js +7 -4
  23. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionFormPageEpic.js +1 -0
  24. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.js +2 -0
  25. package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js +6 -2
  26. package/lib/esm/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogPlanListEpic.js +14 -3
  27. package/lib/esm/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogProductListEpic.js +14 -3
  28. package/lib/esm/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewReducer.js +2 -0
  29. package/lib/esm/view/invoicing/invoicingListTabCache.js +8 -0
  30. package/lib/esm/view/invoicing/issueCreditNote/issueCreditNotePayload.js +24 -9
  31. package/lib/esm/view/reconciliationReportView/epic/fetchReconciliationReportEpic.js +29 -0
  32. package/lib/esm/view/reconciliationReportView/reconciliationReportViewPayload.js +1 -0
  33. package/lib/esm/view/reconciliationReportView/reconciliationReportViewReducer.js +44 -0
  34. package/lib/esm/view/reconciliationReportView/reconciliationReportViewSelector.js +10 -0
  35. package/lib/esm/view/reconciliationReportView/reconciliationReportViewState.js +1 -0
  36. package/lib/esm/view/settingsView/epic/saveNotificationSettingsEpic.js +7 -0
  37. package/lib/esm/view/settingsView/settingsViewHelpers.js +1 -0
  38. package/lib/esm/view/settingsView/settingsViewReducer.js +16 -1
  39. package/lib/esm/view/settingsView/settingsViewState.js +1 -0
  40. package/lib/index.d.ts +7 -3
  41. package/lib/index.js +52 -47
  42. package/lib/reducer.d.ts +2 -0
  43. package/lib/reducer.js +7 -1
  44. package/lib/rootStateTypes.d.ts +5 -1
  45. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +3 -0
  46. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +5 -0
  47. package/lib/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.js +18 -4
  48. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.d.ts +11 -1
  49. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.js +57 -4
  50. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.d.ts +2 -0
  51. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js +2 -0
  52. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewState.d.ts +13 -0
  53. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionDetailPageEpic.js +6 -3
  54. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionFormPageEpic.js +1 -0
  55. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.d.ts +2 -0
  56. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.js +4 -1
  57. package/lib/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js +5 -1
  58. package/lib/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogPlanListEpic.js +14 -3
  59. package/lib/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogProductListEpic.js +14 -3
  60. package/lib/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewReducer.d.ts +6 -0
  61. package/lib/view/invoicing/invoicingCatalogListView/invoicingCatalogListViewReducer.js +2 -0
  62. package/lib/view/invoicing/invoicingListTabCache.d.ts +11 -1
  63. package/lib/view/invoicing/invoicingListTabCache.js +10 -1
  64. package/lib/view/invoicing/issueCreditNote/issueCreditNotePayload.js +24 -9
  65. package/lib/view/reconciliationReportView/epic/fetchReconciliationReportEpic.d.ts +19 -0
  66. package/lib/view/reconciliationReportView/epic/fetchReconciliationReportEpic.js +33 -0
  67. package/lib/view/reconciliationReportView/reconciliationReportViewPayload.d.ts +3 -0
  68. package/lib/view/reconciliationReportView/reconciliationReportViewPayload.js +2 -0
  69. package/lib/view/reconciliationReportView/reconciliationReportViewReducer.d.ts +13 -0
  70. package/lib/view/reconciliationReportView/reconciliationReportViewReducer.js +48 -0
  71. package/lib/view/reconciliationReportView/reconciliationReportViewSelector.d.ts +9 -0
  72. package/lib/view/reconciliationReportView/reconciliationReportViewSelector.js +13 -0
  73. package/lib/view/reconciliationReportView/reconciliationReportViewState.d.ts +4 -0
  74. package/lib/view/reconciliationReportView/reconciliationReportViewState.js +2 -0
  75. package/lib/view/settingsView/epic/saveNotificationSettingsEpic.js +7 -0
  76. package/lib/view/settingsView/settingsViewHelpers.js +1 -0
  77. package/lib/view/settingsView/settingsViewPayload.d.ts +2 -0
  78. package/lib/view/settingsView/settingsViewReducer.js +16 -1
  79. package/lib/view/settingsView/settingsViewState.d.ts +2 -2
  80. package/lib/view/settingsView/settingsViewState.js +1 -0
  81. package/package.json +1 -1
@@ -37,10 +37,10 @@ import { InvoicingCouponState } from './entity/invoicing/coupon/couponState';
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  import { InvoicingCreditNoteState } from './entity/invoicing/creditNote/creditNoteState';
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  import { InvoicingDunningCaseState } from './entity/invoicing/dunningCase/dunningCaseState';
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  import { InvoiceState as InvoicingInvoiceState } from './entity/invoicing/invoice/invoiceState';
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+ import { InvoicingCatalogState } from './entity/invoicing/invoicingCatalog/invoicingCatalogState';
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  import { InvoicingCustomerState } from './entity/invoicing/invoicingCustomer/invoicingCustomerState';
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  import { InvoicingSubscriptionState } from './entity/invoicing/invoicingSubscription/invoicingSubscriptionState';
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  import { InvoicingTransactionState } from './entity/invoicing/invoicingTransaction/invoicingTransactionState';
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- import { InvoicingCatalogState } from './entity/invoicing/invoicingCatalog/invoicingCatalogState';
44
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  import { JESchedulesState } from './entity/jeSchedules/jeSchedulesState';
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  import { MerchantState } from './entity/merchant/merchant';
46
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  import { MonthEndCloseChecksState } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
@@ -51,6 +51,7 @@ import { PaymentAccountState } from './entity/paymentAccount/paymentAccountState
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  import { PaymentInstrumentState } from './entity/paymentInstrument/paymentInstrument';
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  import { AccountingSummaryState } from './entity/portfolio/accountingSummary/accountingSummaryState';
53
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  import { ProjectState } from './entity/project/projectState';
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+ import { ReconciliationReportState } from './entity/reconciliationReport/reconciliationReportState';
54
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  import { ReimbursementState } from './entity/reimbursement/reimbursementState';
55
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  import { SectionAccountsViewState } from './entity/sectionAccountsView/sectionAccountsViewState';
56
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  import { SectionClassesViewStateV2 } from './entity/sectionClassesViewV2/sectionClassesViewState';
@@ -176,6 +177,7 @@ import { ProfitAndLossClassesViewState } from './view/profitAndLossClassesView/p
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  import { ProfitAndLossProjectViewState } from './view/profitAndLossProjectView/profitAndLossProjectViewState';
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  import { ProjectListState } from './view/projectList/projectListState';
178
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  import { EntityRecommendationState } from './view/recommendation/recommendationState';
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+ import { ReconciliationReportViewState } from './view/reconciliationReportView/reconciliationReportViewState';
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  import { ReferralViewState } from './view/referralView/referralState';
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  import { ReimbursementCardState } from './view/reimbursementCard/reimbursementCardState';
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  import { ReportUIOptionsState } from './view/reportUIOptions/reportUIOptionsState';
@@ -321,6 +323,7 @@ export type EntitiesState = {
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  paymentAccountState: PaymentAccountState;
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  paymentInstrumentState: PaymentInstrumentState;
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  projectState: ProjectState;
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+ reconciliationReportState: ReconciliationReportState;
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  recurringBillState: RecurringBillState;
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  reimbursementConfigState: ReimbursementConfigState;
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  reimbursementState: ReimbursementState;
@@ -489,6 +492,7 @@ export type ViewsState = {
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  profitAndLossState: ProfitAndLossWithForecastState;
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  projectListState: ProjectListState;
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  realTimeApprovalState: RealTimeApprovalState;
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+ reconciliationReportViewState: ReconciliationReportViewState;
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  referralViewState: ReferralViewState;
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  reimbursementCardState: ReimbursementCardState;
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  reimbursementConfigState: ReimbursementConfigState;
@@ -1,9 +1,12 @@
1
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  import { ID } from '../../../commonStateTypes/common';
2
+ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
2
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  import { ReportIDPlusForecastID } from '../../../commonStateTypes/viewAndReport/viewAndReport';
3
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  import { AccountBase } from '../../../entity/account/accountState';
4
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  import { RootState } from '../../../rootStateTypes';
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  import { AccountReconciliationByAccount, ExpenseAutomationReconciliationViewSelector } from '../selectorTypes/reconciliationViewSelectorTypes';
7
+ import { AccountReconciliationRecords } from '../types/reconciliationViewState';
6
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  export declare const getExpenseAutomationReconciliationView: (state: RootState) => ExpenseAutomationReconciliationViewSelector;
9
+ export declare function getAccountReconciliationRecordsBySelectedPeriod(state: RootState): Record<MonthYearPeriodId, AccountReconciliationRecords>;
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  export declare const getReparseStatementStatusByAccountId: (state: RootState, accountId: ID) => import("../../../commonStateTypes/common").FetchStateAndError;
8
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  export declare function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID: Record<ID, AccountReconciliationByAccount>, selectedAccountId: ID): AccountBase[];
9
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  export declare function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID: Record<ID, AccountReconciliationByAccount>): ID[];
@@ -4,6 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
4
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  };
5
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  Object.defineProperty(exports, "__esModule", { value: true });
6
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  exports.isAccountReconReport = exports.getReparseStatementStatusByAccountId = exports.getExpenseAutomationReconciliationView = void 0;
7
+ exports.getAccountReconciliationRecordsBySelectedPeriod = getAccountReconciliationRecordsBySelectedPeriod;
7
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  exports.getLedgerAccountsForCombinedStatementMapping = getLedgerAccountsForCombinedStatementMapping;
8
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  exports.getUnavailableLedgerAccountIds = getUnavailableLedgerAccountIds;
9
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  exports.getLedgerAccountIdsWithStatementOverrideWarning = getLedgerAccountIdsWithStatementOverrideWarning;
@@ -482,6 +483,10 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
482
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  summary: summaryWithTimeSaved,
483
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  };
484
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  });
486
+ function getAccountReconciliationRecordsBySelectedPeriod(state) {
487
+ return state.expenseAutomationReconciliationViewState
488
+ .accountReconciliationRecordsBySelectedPeriod;
489
+ }
485
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  const getReparseStatementStatusByAccountId = (state, accountId) => (0, exports.getExpenseAutomationReconciliationView)(state)
486
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  .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
487
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  exports.getReparseStatementStatusByAccountId = getReparseStatementStatusByAccountId;
@@ -16,6 +16,8 @@ const createInvoiceReducer_1 = require("../createInvoiceReducer");
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  const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
17
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  (fetchStateAndError.fetchState !== 'Completed' &&
18
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  fetchStateAndError.fetchState !== 'In-Progress');
19
+ const PICKER_PLAN_FILTERS = { type: 'plan' };
20
+ const PICKER_PRODUCT_FILTERS = { type: 'addon|charge' };
19
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  /**
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  * Orchestrates the create-invoice form's option sources: on
21
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  * `fetchCreateInvoiceFormPage`, fans out to the customer, catalog plan, catalog
@@ -37,15 +39,27 @@ const fetchCreateInvoiceFormPageEpic = (actions$, state$) => actions$.pipe((0, o
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  tabId: invoicingListTabCache_1.INVOICING_LIST_ALL_TAB,
38
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  }));
39
41
  }
40
- if (shouldFetch({ fetchState: catalogState.fetchState, error: catalogState.error }, cacheOverride)) {
42
+ if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
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+ fetchState: catalogState.fetchState,
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+ filters: catalogState.planFilters,
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+ nextCursor: catalogState.planNextCursor,
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+ sort: catalogState.planSort,
47
+ }, PICKER_PLAN_FILTERS, cacheOverride)) {
41
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  pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
42
- filters: { type: 'plan' },
49
+ fetchAll: true,
50
+ filters: PICKER_PLAN_FILTERS,
43
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  keepExistingListItems: false,
44
52
  }));
45
53
  }
46
- if (shouldFetch(catalogState.productFetchState, cacheOverride)) {
54
+ if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
55
+ fetchState: catalogState.productFetchState.fetchState,
56
+ filters: catalogState.productFilters,
57
+ nextCursor: catalogState.productNextCursor,
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+ sort: catalogState.productSort,
59
+ }, PICKER_PRODUCT_FILTERS, cacheOverride)) {
47
60
  pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList)({
48
- filters: { type: 'addon|charge' },
61
+ fetchAll: true,
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+ filters: PICKER_PRODUCT_FILTERS,
49
63
  keepExistingListItems: false,
50
64
  }));
51
65
  }
@@ -18,7 +18,7 @@ export type SaveInvoicingSubscriptionResponse = ZeniAPIResponse<InvoicingSubscri
18
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  * Sending them made every price point whose cadence the form could not express
19
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  * — a daily plan, for instance — fail with a 422.
20
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  */
21
- export declare const localDataToSaveInvoicingSubscriptionPayload: (localData: InvoicingSubscriptionFormLocalData, shippingAddress?: AddressUpdatableInfo) => Record<string, unknown>;
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+ export declare const localDataToSaveInvoicingSubscriptionPayload: (localData: InvoicingSubscriptionFormLocalData, shippingAddress?: AddressUpdatableInfo, flatFeePriceCodes?: ReadonlySet<string>) => Record<string, unknown>;
22
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  export type RunInvoicingSubscriptionActionResponse = ZeniAPIResponse<InvoicingSubscriptionPayload>;
23
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  /** Snake_case request bodies for subscription action endpoints. */
24
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  export type ApplyCouponBody = {
@@ -82,8 +82,17 @@ interface InvoicingSubscriptionEstimateLineItemPayload {
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  unit_amount: number;
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  date_from?: string;
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  date_to?: string;
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+ gross_amount?: number;
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+ id?: string;
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  tax_amount?: number | null;
86
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  }
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+ interface InvoicingSubscriptionEstimateDiscountPayload {
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+ amount: number;
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+ description: string;
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+ entity_type: string;
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+ entity_id?: string;
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+ line_item_id?: string | null;
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+ }
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  interface InvoicingSubscriptionInvoiceEstimatePayload {
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  amount_due: number;
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  coupon_discount_total: number;
@@ -94,6 +103,7 @@ interface InvoicingSubscriptionInvoiceEstimatePayload {
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  sub_total: number;
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  tax: number | null;
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  total: number;
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+ discounts?: InvoicingSubscriptionEstimateDiscountPayload[];
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  due_date?: string;
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  invoice_date?: string;
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  }
@@ -20,22 +20,25 @@ const invoicingSubscriptionFormConfig_1 = require("./invoicingSubscriptionFormCo
20
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  * Sending them made every price point whose cadence the form could not express
21
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  * — a daily plan, for instance — fail with a 422.
22
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  */
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- const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress) => {
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+ const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress, flatFeePriceCodes = new Set()) => {
24
+ const itemQuantity = (priceCode, quantity) => flatFeePriceCodes.has(priceCode)
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+ ? 1
26
+ : (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(quantity);
24
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  const items = [
25
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  {
26
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  item_price_code: localData.planPriceCode,
27
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  item_type: 'plan',
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- quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.planQuantity),
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+ quantity: itemQuantity(localData.planPriceCode, localData.planQuantity),
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  },
30
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  ...localData.addonPriceCodes.map((priceCode) => ({
31
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  item_price_code: priceCode,
32
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  item_type: 'addon',
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- quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.addonQuantities[priceCode]),
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+ quantity: itemQuantity(priceCode, localData.addonQuantities[priceCode]),
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  })),
35
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  ...localData.chargePriceCodes.map((priceCode) => ({
36
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  item_price_code: priceCode,
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  item_type: 'charge',
38
- quantity: (0, invoicingSubscriptionFormConfig_1.toInvoicingSubscriptionQuantity)(localData.chargeQuantities[priceCode]),
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+ quantity: itemQuantity(priceCode, localData.chargeQuantities[priceCode]),
39
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  })),
40
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  ];
41
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  const setupFee = localData.setupFee?.amount;
@@ -63,11 +66,59 @@ const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress)
63
66
  };
64
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  exports.localDataToSaveInvoicingSubscriptionPayload = localDataToSaveInvoicingSubscriptionPayload;
65
68
  const toEstimateDate = (value) => value != null && value !== '' ? (0, zeniDayJS_1.date)(value) : undefined;
69
+ const isItemLevelCoupon = (discount) => discount.entity_type === 'item_level_coupon';
70
+ const isCoupon = (discount) => discount.entity_type === 'document_level_coupon' ||
71
+ discount.entity_type === 'item_level_coupon';
72
+ /**
73
+ * Name the coupon behind a line's discount. Exact when the API links a coupon
74
+ * row to its line (`line_item_id`); otherwise only when a single item-level
75
+ * coupon applies, since then every discounted line got that one.
76
+ */
77
+ const lineDiscountLabel = (lineItem, discounts) => {
78
+ if (lineItem.discount_amount <= 0) {
79
+ return undefined;
80
+ }
81
+ const itemCoupons = discounts.filter(isItemLevelCoupon);
82
+ const linked = lineItem.id != null
83
+ ? itemCoupons.filter((coupon) => coupon.line_item_id === lineItem.id)
84
+ : [];
85
+ if (linked.length > 0) {
86
+ return [...new Set(linked.map((coupon) => coupon.description))].join(', ');
87
+ }
88
+ const names = [...new Set(itemCoupons.map((coupon) => coupon.description))];
89
+ return names.length === 1 ? names[0] : undefined;
90
+ };
91
+ /**
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+ * One row per coupon. An item-level coupon comes back once per line it
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+ * discounted, so its rows are summed; listing each would read as the same
94
+ * discount taken several times.
95
+ */
96
+ const mergeCouponRows = (discounts) => {
97
+ const rowsByCoupon = new Map();
98
+ discounts.filter(isCoupon).forEach((coupon) => {
99
+ // The API sends `entity_id: ""` when it has none; key those by name so
100
+ // two unrelated coupons are not merged into one row.
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+ const couponKey = coupon.entity_id != null && coupon.entity_id !== ''
102
+ ? coupon.entity_id
103
+ : coupon.description;
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+ const key = `${coupon.entity_type}:${couponKey}`;
105
+ const row = rowsByCoupon.get(key);
106
+ rowsByCoupon.set(key, {
107
+ amount: Math.round(((row?.amount ?? 0) + coupon.amount) * 100) / 100,
108
+ description: coupon.description,
109
+ });
110
+ });
111
+ return [...rowsByCoupon.values()];
112
+ };
66
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  const mapInvoiceEstimate = (payload, money) => payload == null
67
114
  ? undefined
68
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  : {
69
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  amountDue: money(payload.amount_due),
70
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  couponDiscountTotal: money(payload.coupon_discount_total),
118
+ coupons: mergeCouponRows(payload.discounts ?? []).map((coupon) => ({
119
+ amount: money(coupon.amount),
120
+ description: coupon.description,
121
+ })),
71
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  creditsApplied: money(payload.credits_applied),
72
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  dueDate: toEstimateDate(payload.due_date),
73
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  grossSubTotal: money(payload.gross_sub_total),
@@ -78,6 +129,8 @@ const mapInvoiceEstimate = (payload, money) => payload == null
78
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  dateTo: toEstimateDate(lineItem.date_to),
79
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  description: lineItem.description,
80
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  discountAmount: money(lineItem.discount_amount),
132
+ discountLabel: lineDiscountLabel(lineItem, payload.discounts ?? []),
133
+ grossAmount: money(lineItem.gross_amount ?? lineItem.amount),
81
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  quantity: lineItem.quantity,
82
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  taxAmount: lineItem.tax_amount != null
83
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  ? money(lineItem.tax_amount)
@@ -147,6 +147,8 @@ export interface InvoicingSubscriptionOption {
147
147
  billingCycles?: number;
148
148
  billingPeriod?: number;
149
149
  billingPeriodUnit?: string;
150
+ /** Catalog options only: false for a flat fee, which takes no quantity. */
151
+ hasQuantity?: boolean;
150
152
  price?: Amount;
151
153
  productCode?: string;
152
154
  subtitle?: string;
@@ -182,6 +182,7 @@ const toInvoicingPlanOption = (plan) => ({
182
182
  // price point and rejects a subscription that claims a different one.
183
183
  billingPeriod: plan.period,
184
184
  billingPeriodUnit: plan.periodUnit,
185
+ hasQuantity: (0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(plan.pricingModel),
185
186
  label: plan.name ?? plan.id,
186
187
  price: invoicingUnitPrice(plan),
187
188
  productCode: plan.productCode,
@@ -193,6 +194,7 @@ const toInvoicingCatalogItemOption = (product) => ({
193
194
  // A one-time charge has no cadence, so its price is quoted flat rather than
194
195
  // per period.
195
196
  billingPeriodUnit: product.itemType === 'charge' ? undefined : product.periodUnit,
197
+ hasQuantity: (0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(product.pricingModel),
196
198
  label: product.name ?? product.id,
197
199
  price: invoicingUnitPrice(product),
198
200
  productCode: product.productCode,
@@ -41,19 +41,32 @@ export interface InvoicingSubscriptionFormLocalData {
41
41
  setupFee?: Amount;
42
42
  }
43
43
  export interface InvoicingSubscriptionEstimateLineItem {
44
+ /** After the line's own (item-level) coupons. */
44
45
  amount: Amount;
45
46
  description: string;
47
+ /** Item-level coupons on this line; invoice-level coupons are not spread here. */
46
48
  discountAmount: Amount;
49
+ /** Before any coupon, so the lines add up to `grossSubTotal`. */
50
+ grossAmount: Amount;
47
51
  quantity: number;
48
52
  unitAmount: Amount;
49
53
  dateFrom?: ZeniDate;
50
54
  dateTo?: ZeniDate;
55
+ /** The coupon behind `discountAmount`, when it can be told; see the mapper. */
56
+ discountLabel?: string;
51
57
  taxAmount?: Amount;
52
58
  }
59
+ /** A coupon the estimate applies, named, for the totals. */
60
+ export interface InvoicingSubscriptionEstimateCoupon {
61
+ amount: Amount;
62
+ description: string;
63
+ }
53
64
  /** An invoice the save would raise now, or the next one it would raise later. */
54
65
  export interface InvoicingSubscriptionInvoiceEstimate {
55
66
  amountDue: Amount;
56
67
  couponDiscountTotal: Amount;
68
+ /** Item- and invoice-level coupons, one row each; they sum to `couponDiscountTotal`. */
69
+ coupons: InvoicingSubscriptionEstimateCoupon[];
57
70
  /** Refundable credits plus excess payments; promotional credits are separate. */
58
71
  creditsApplied: Amount;
59
72
  grossSubTotal: Amount;
@@ -43,11 +43,14 @@ const fetchInvoicingSubscriptionDetailPageEpic = (actions$, state$) => actions$.
43
43
  // Plan and coupon lists back the names the page renders for its line
44
44
  // items; both list slices cache, so this only refetches when asked to.
45
45
  const catalogListState = state.invoicingCatalogListViewState;
46
- if (shouldFetch({
47
- error: catalogListState.error,
46
+ if ((0, invoicingListTabCache_1.shouldFetchFullInvoicingList)({
48
47
  fetchState: catalogListState.fetchState,
49
- }, cacheOverride)) {
48
+ filters: catalogListState.planFilters,
49
+ nextCursor: catalogListState.planNextCursor,
50
+ sort: catalogListState.planSort,
51
+ }, { type: 'plan' }, cacheOverride)) {
50
52
  pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
53
+ fetchAll: true,
51
54
  filters: { type: 'plan' },
52
55
  keepExistingListItems: false,
53
56
  }));
@@ -23,6 +23,7 @@ const fetchInvoicingSubscriptionFormPageEpic = (actions$) => actions$.pipe((0, o
23
23
  // unfiltered list would replace the store's plans with every catalog
24
24
  // item.
25
25
  (0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
26
+ fetchAll: true,
26
27
  filters: { type: 'plan' },
27
28
  keepExistingListItems: false,
28
29
  }),
@@ -8,6 +8,8 @@ export declare const INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE: "invoicing_su
8
8
  * their day gets their own calendar date rather than yesterday's.
9
9
  */
10
10
  export declare const invoicingSubscriptionTodayIso: () => string;
11
+ /** A flat fee bills its price once, so its quantity is always 1. */
12
+ export declare const invoicingPriceHasQuantity: (pricingModel?: string) => boolean;
11
13
  /**
12
14
  * Clamp a subscription-item quantity to the minimum the API accepts. Shared by
13
15
  * the plan, add-on and charge items so none of them can bill a 0 or a fraction.
@@ -1,6 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.entityToInvoicingSubscriptionFormLocalData = exports.initialInvoicingSubscriptionFormLocalData = exports.toInvoicingSubscriptionBillingCycles = exports.toInvoicingSubscriptionQuantity = exports.invoicingSubscriptionTodayIso = exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = void 0;
3
+ exports.entityToInvoicingSubscriptionFormLocalData = exports.initialInvoicingSubscriptionFormLocalData = exports.toInvoicingSubscriptionBillingCycles = exports.toInvoicingSubscriptionQuantity = exports.invoicingPriceHasQuantity = exports.invoicingSubscriptionTodayIso = exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = void 0;
4
4
  const zeniDayJS_1 = require("../../../zeniDayJS");
5
5
  /** `AddressType` key used when the subscription form opens the shared Address screen. */
6
6
  exports.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE = 'invoicing_subscription_shipping_address';
@@ -26,6 +26,9 @@ const subscriptionItemQuantities = (subscription, itemType) => {
26
26
  */
27
27
  const invoicingSubscriptionTodayIso = () => (0, zeniDayJS_1.dateNow)().format('YYYY-MM-DD');
28
28
  exports.invoicingSubscriptionTodayIso = invoicingSubscriptionTodayIso;
29
+ /** A flat fee bills its price once, so its quantity is always 1. */
30
+ const invoicingPriceHasQuantity = (pricingModel) => pricingModel !== 'flat_fee';
31
+ exports.invoicingPriceHasQuantity = invoicingPriceHasQuantity;
29
32
  /**
30
33
  * Clamp a subscription-item quantity to the minimum the API accepts. Shared by
31
34
  * the plan, add-on and charge items so none of them can bill a 0 or a fraction.
@@ -12,6 +12,7 @@ const responsePayload_1 = require("../../../responsePayload");
12
12
  const addressViewReducer_1 = require("../../addressView/addressViewReducer");
13
13
  const editInvoicingCustomerDetailViewReducer_1 = require("../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer");
14
14
  const invoiceListReducer_1 = require("../invoiceList/invoiceListReducer");
15
+ const invoicingCatalogListViewSelector_1 = require("../invoicingCatalogListView/invoicingCatalogListViewSelector");
15
16
  const invoicingSubscriptionListViewReducer_1 = require("../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer");
16
17
  const editInvoicingSubscriptionDetailViewPayload_1 = require("./editInvoicingSubscriptionDetailViewPayload");
17
18
  const editInvoicingSubscriptionDetailViewReducer_1 = require("./editInvoicingSubscriptionDetailViewReducer");
@@ -29,7 +30,10 @@ const invoicingSubscriptionSaveRequest = (rootState, id) => {
29
30
  // Shipping address captured via the shared Address screen is sent as an
30
31
  // object in the payload (same pattern as the customer save flow).
31
32
  const shippingAddress = rootState.addressViewState.newAddressState?.[invoicingSubscriptionFormConfig_1.INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE]?.addressToCreate;
32
- const data = (0, editInvoicingSubscriptionDetailViewPayload_1.localDataToSaveInvoicingSubscriptionPayload)(localData, shippingAddress);
33
+ const flatFeePriceCodes = new Set((0, invoicingCatalogListViewSelector_1.getInvoicingCatalogPrices)(Object.values(rootState.invoicingCatalogState.itemByID))
34
+ .filter((price) => !(0, invoicingSubscriptionFormConfig_1.invoicingPriceHasQuantity)(price.pricingModel))
35
+ .flatMap((price) => price.priceCode ?? []));
36
+ const data = (0, editInvoicingSubscriptionDetailViewPayload_1.localDataToSaveInvoicingSubscriptionPayload)(localData, shippingAddress, flatFeePriceCodes);
33
37
  if (id != null) {
34
38
  delete data.coupon_ids;
35
39
  }
@@ -26,19 +26,30 @@ const buildPlanQuery = (filters, cursor, sort) => {
26
26
  return params;
27
27
  };
28
28
  const fetchInvoicingCatalogPlanListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList.match), (0, operators_1.switchMap)((action) => {
29
- const { filters, cursor, keepExistingListItems, sort } = action.payload;
29
+ const { filters, cursor, fetchAll, keepExistingListItems, sort } = action.payload;
30
30
  const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/catalog/plans`, buildPlanQuery(filters, cursor, sort));
31
31
  return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
32
32
  if ((0, responsePayload_1.isSuccessResponse)(response)) {
33
33
  const items = response.data?.items ?? [];
34
- return [
34
+ const nextCursor = response.data?.next_cursor ?? null;
35
+ const pageActions = [
35
36
  (0, invoicingCatalogReducer_1.updateInvoicingCatalogItems)(items, 'merge'),
36
37
  (0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanList)({
37
38
  ids: items.map((item) => item.id),
38
- nextCursor: response.data?.next_cursor ?? null,
39
+ nextCursor,
39
40
  keepExistingListItems,
40
41
  }),
41
42
  ];
43
+ if (fetchAll && nextCursor != null && nextCursor !== cursor) {
44
+ pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogPlanList)({
45
+ cursor: nextCursor,
46
+ fetchAll,
47
+ filters,
48
+ keepExistingListItems: true,
49
+ sort,
50
+ }));
51
+ }
52
+ return pageActions;
42
53
  }
43
54
  return (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanListFailure)(response.status));
44
55
  }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogPlanListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch catalog plan list REST API call errored out ' +
@@ -26,19 +26,30 @@ const buildProductQuery = (filters, cursor, sort) => {
26
26
  return params;
27
27
  };
28
28
  const fetchInvoicingCatalogProductListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList.match), (0, operators_1.switchMap)((action) => {
29
- const { filters, cursor, keepExistingListItems, sort } = action.payload;
29
+ const { filters, cursor, fetchAll, keepExistingListItems, sort } = action.payload;
30
30
  const apiUrl = (0, invoicingApiHelper_1.withQuery)(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/catalog/plans`, buildProductQuery(filters, cursor, sort));
31
31
  return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
32
32
  if ((0, responsePayload_1.isSuccessResponse)(response)) {
33
33
  const items = response.data?.items ?? [];
34
- return [
34
+ const nextCursor = response.data?.next_cursor ?? null;
35
+ const pageActions = [
35
36
  (0, invoicingCatalogReducer_1.updateInvoicingCatalogItems)(items, 'merge'),
36
37
  (0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductList)({
37
38
  ids: items.map((item) => item.id),
38
- nextCursor: response.data?.next_cursor ?? null,
39
+ nextCursor,
39
40
  keepExistingListItems,
40
41
  }),
41
42
  ];
43
+ if (fetchAll && nextCursor != null && nextCursor !== cursor) {
44
+ pageActions.push((0, invoicingCatalogListViewReducer_1.fetchInvoicingCatalogProductList)({
45
+ cursor: nextCursor,
46
+ fetchAll,
47
+ filters,
48
+ keepExistingListItems: true,
49
+ sort,
50
+ }));
51
+ }
52
+ return pageActions;
42
53
  }
43
54
  return (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductListFailure)(response.status));
44
55
  }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, invoicingCatalogListViewReducer_1.updateInvoicingCatalogProductListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch catalog product list REST API call errored out ' +
@@ -6,12 +6,15 @@ import { InvoicingCatalogListViewState, InvoicingCatalogPlanFilters, InvoicingCa
6
6
  export declare const initialState: InvoicingCatalogListViewState;
7
7
  export declare const fetchInvoicingCatalogPlanList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
8
8
  cursor?: string;
9
+ /** Keep requesting the next page until the list is complete. */
10
+ fetchAll?: boolean;
9
11
  filters?: InvoicingCatalogPlanFilters;
10
12
  keepExistingListItems?: boolean;
11
13
  sort?: InvoicingListSort;
12
14
  }], {
13
15
  filters: InvoicingCatalogPlanFilters;
14
16
  cursor: string | undefined;
17
+ fetchAll: boolean;
15
18
  keepExistingListItems: boolean;
16
19
  sort: InvoicingListSort | undefined;
17
20
  }, "invoicingCatalogListView/fetchInvoicingCatalogPlanList", never, never>, updateInvoicingCatalogPlanList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -20,12 +23,15 @@ export declare const fetchInvoicingCatalogPlanList: import("@reduxjs/toolkit").A
20
23
  nextCursor: string | null;
21
24
  }, "invoicingCatalogListView/updateInvoicingCatalogPlanList">, updateInvoicingCatalogPlanListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCatalogListView/updateInvoicingCatalogPlanListFailure">, fetchInvoicingCatalogProductList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
22
25
  cursor?: string;
26
+ /** Keep requesting the next page until the list is complete. */
27
+ fetchAll?: boolean;
23
28
  filters?: InvoicingCatalogProductFilters;
24
29
  keepExistingListItems?: boolean;
25
30
  sort?: InvoicingListSort;
26
31
  }], {
27
32
  filters: InvoicingCatalogProductFilters;
28
33
  cursor: string | undefined;
34
+ fetchAll: boolean;
29
35
  keepExistingListItems: boolean;
30
36
  sort: InvoicingListSort | undefined;
31
37
  }, "invoicingCatalogListView/fetchInvoicingCatalogProductList", never, never>, updateInvoicingCatalogProductList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -40,6 +40,7 @@ const invoicingCatalogListView = (0, toolkit_1.createSlice)({
40
40
  payload: {
41
41
  filters: payload.filters ?? {},
42
42
  cursor: payload.cursor,
43
+ fetchAll: payload.fetchAll ?? false,
43
44
  keepExistingListItems: payload.keepExistingListItems ?? false,
44
45
  sort: payload.sort,
45
46
  },
@@ -74,6 +75,7 @@ const invoicingCatalogListView = (0, toolkit_1.createSlice)({
74
75
  payload: {
75
76
  filters: payload.filters ?? {},
76
77
  cursor: payload.cursor,
78
+ fetchAll: payload.fetchAll ?? false,
77
79
  keepExistingListItems: payload.keepExistingListItems ?? false,
78
80
  sort: payload.sort,
79
81
  },
@@ -1,4 +1,4 @@
1
- import { FetchStateAndError, ID } from '../../commonStateTypes/common';
1
+ import { FetchState, FetchStateAndError, ID } from '../../commonStateTypes/common';
2
2
  import { ZeniAPIStatus } from '../../responsePayload';
3
3
  import { InvoicingListSort } from './invoicingApiHelper';
4
4
  /**
@@ -42,6 +42,16 @@ export declare const isSameInvoicingListQuery: (a: {
42
42
  filters: object;
43
43
  sort?: InvoicingListSort;
44
44
  }) => boolean;
45
+ /**
46
+ * For a picker that searches client-side: reuse only a complete list fetched
47
+ * with the picker's own query, else load every page of it.
48
+ */
49
+ export declare const shouldFetchFullInvoicingList: (list: {
50
+ fetchState: FetchState;
51
+ filters: object;
52
+ nextCursor: string | null;
53
+ sort?: InvoicingListSort;
54
+ }, pickerFilters: object, cacheOverride: boolean) => boolean;
45
55
  /** What opening a tab should fetch, if anything. */
46
56
  export type InvoicingListTabFetch = {
47
57
  kind: 'none';
@@ -1,6 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.isSameInvoicingListQuery = exports.invoicingListStatusParam = exports.invoicingListFetchTab = exports.invoicingListSourceTab = exports.getInvoicingListTab = exports.INVOICING_LIST_ALL_TAB = void 0;
3
+ exports.shouldFetchFullInvoicingList = exports.isSameInvoicingListQuery = exports.invoicingListStatusParam = exports.invoicingListFetchTab = exports.invoicingListSourceTab = exports.getInvoicingListTab = exports.INVOICING_LIST_ALL_TAB = void 0;
4
4
  exports.planInvoicingListTabFetch = planInvoicingListTabFetch;
5
5
  exports.startInvoicingListTabFetch = startInvoicingListTabFetch;
6
6
  exports.completeInvoicingListTabFetch = completeInvoicingListTabFetch;
@@ -46,6 +46,15 @@ const isSameInvoicingListQuery = (a, b) => {
46
46
  a.sort?.dir === b.sort?.dir);
47
47
  };
48
48
  exports.isSameInvoicingListQuery = isSameInvoicingListQuery;
49
+ /**
50
+ * For a picker that searches client-side: reuse only a complete list fetched
51
+ * with the picker's own query, else load every page of it.
52
+ */
53
+ const shouldFetchFullInvoicingList = (list, pickerFilters, cacheOverride) => cacheOverride ||
54
+ list.fetchState !== 'Completed' ||
55
+ list.nextCursor != null ||
56
+ !(0, exports.isSameInvoicingListQuery)({ filters: list.filters, sort: list.sort }, { filters: pickerFilters });
57
+ exports.shouldFetchFullInvoicingList = shouldFetchFullInvoicingList;
49
58
  /**
50
59
  * Fetch a tab that is empty or failed; top up one that holds less than a page
51
60
  * while the server says there is more; leave a full or complete one cached.
@@ -37,18 +37,33 @@ const localDataToIssueCreditNotePayload = (localData) => {
37
37
  };
38
38
  };
39
39
  exports.localDataToIssueCreditNotePayload = localDataToIssueCreditNotePayload;
40
+ /**
41
+ * The rate a unit was actually billed at. A plan or add-on line covering
42
+ * several periods carries the per-period `unit_amount` but the full term in
43
+ * `amount`, so only `amount` / `quantity` lets crediting every unit reach what
44
+ * the line billed.
45
+ */
46
+ const billedUnitAmount = (lineItem) => lineItem.quantity > 0
47
+ ? {
48
+ ...lineItem.amount,
49
+ amount: Math.round((lineItem.amount.amount / lineItem.quantity) * 100) / 100,
50
+ }
51
+ : lineItem.unitAmount;
40
52
  const initializeIssueCreditNoteDraftFromInvoice = (invoice) => ({
41
53
  invoiceId: invoice.id,
42
54
  reasonCode: '',
43
55
  type: '',
44
- lineItems: (invoice.lineItems ?? []).map((lineItem) => ({
45
- description: lineItem.description,
46
- id: lineItem.id,
47
- maxQuantity: lineItem.quantity,
48
- maxUnitAmount: lineItem.unitAmount,
49
- quantity: String(lineItem.quantity),
50
- selected: true,
51
- unitAmount: lineItem.unitAmount,
52
- })),
56
+ lineItems: (invoice.lineItems ?? []).map((lineItem) => {
57
+ const unitAmount = billedUnitAmount(lineItem);
58
+ return {
59
+ description: lineItem.description,
60
+ id: lineItem.id,
61
+ maxQuantity: lineItem.quantity,
62
+ maxUnitAmount: unitAmount,
63
+ quantity: String(lineItem.quantity),
64
+ selected: true,
65
+ unitAmount,
66
+ };
67
+ }),
53
68
  });
54
69
  exports.initializeIssueCreditNoteDraftFromInvoice = initializeIssueCreditNoteDraftFromInvoice;
@@ -0,0 +1,19 @@
1
+ import { ActionsObservable, StateObservable } from 'redux-observable';
2
+ import { updateReconciliationReport } from '../../../entity/reconciliationReport/reconciliationReportReducer';
3
+ import { RootState } from '../../../rootStateTypes';
4
+ import { ZeniAPI } from '../../../zeniAPI';
5
+ import { fetchReconciliationReport, fetchReconciliationReportFailure, fetchReconciliationReportSuccess } from '../reconciliationReportViewReducer';
6
+ export type ActionType = ReturnType<typeof fetchReconciliationReport> | ReturnType<typeof updateReconciliationReport> | ReturnType<typeof fetchReconciliationReportSuccess> | ReturnType<typeof fetchReconciliationReportFailure>;
7
+ export declare const fetchReconciliationReportEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
8
+ payload: import("../../../entity/reconciliationReport/reconciliationReportPayload").ReconciliationReportPayload;
9
+ type: "reconciliationReport/updateReconciliationReport";
10
+ } | {
11
+ payload: string;
12
+ type: "reconciliationReportView/fetchReconciliationReportSuccess";
13
+ } | {
14
+ payload: {
15
+ reconciliationId: import("../../..").ID;
16
+ status: import("../../../zeniAPIStatus").ZeniAPIStatus;
17
+ };
18
+ type: "reconciliationReportView/fetchReconciliationReportFailure";
19
+ }>;