@zeniai/client-epic-state 5.2.9 → 5.2.10

package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -13,7 +13,7 @@ import { date } from '../../../zeniDayJS';
 import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { initialActionFetchState, initialReconciliationTabsState, initialState, } from '../reducers/reconciliationViewReducer';
-import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
+import { getAllSteps } from './getAllStepsHelper';
 import { getParsedStatementDataForView, getStatementTransactionPeriodById, } from './statementParseViewSelector';
 export const getExpenseAutomationReconciliationView = createSelector((state) => state, (state) => getCurrentTenant(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -245,8 +245,23 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         }
         const accountReconState = accountReconForMonthYearPeriod.reconciliationByAccountID[accountID];
         const rawParsedStatementData = accountReconState.parsedStatementData;
-        const statementUpdateLocalData = accountReconState.localData?.statementUpdateLocalData;
-        const parsedStatementDataForView = getParsedStatementDataForView(rawParsedStatementData, statementUpdateLocalData);
+        const statementUpdateLocalDataByUploadId = accountReconState.localData?.statementUpdateLocalDataByUploadId;
+        const statementAccountScope = accountReconState.localData?.statementAccountScope;
+        const parsedStatementDataForView = getParsedStatementDataForView(rawParsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope);
+        const rawStatementUploads = rawParsedStatementData?.statementUploads != null &&
+            rawParsedStatementData.statementUploads.length > 0
+            ? rawParsedStatementData.statementUploads
+            : rawParsedStatementData?.statementUpload != null
+                ? [rawParsedStatementData.statementUpload]
+                : [];
+        const allCitationTransactions = rawStatementUploads.flatMap((statementUpload) => statementUpload.statementTransactions);
+        const statementTransactionPeriodById = rawStatementUploads.length > 0
+            ? Object.assign({}, ...rawStatementUploads.map((statementUpload) => {
+                const uploadId = statementUpload.statementMeta.statementUploadId;
+                const localMeta = statementUpdateLocalDataByUploadId?.[uploadId]?.statementMeta;
+                return getStatementTransactionPeriodById(statementUpload.statementTransactions, statementUpload.statementMeta, localMeta);
+            }))
+            : undefined;
         reconList[accountID] = {
             accountConnectionStatus: accountConnectionStatus.status,
             paymentAccountId: accountConnectionStatus.paymentAccountId,
@@ -257,6 +272,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             statementParseStatus: accountReconState.statementParseStatus,
             reparseStatementStatus: accountReconState.reparseStatementStatus,
             statementDateConflict: accountReconState.statementDateConflict,
+            confirmStatementMappingStatus: accountReconState.confirmStatementMappingStatus,
+            confirmStatementMappingConflict: accountReconState.confirmStatementMappingConflict,
+            confirmedCombinedStatementUploads: accountReconState.confirmedCombinedStatementUploads,
+            combinedStatementGroupId: accountReconState.combinedStatementGroupId,
             statementUpdateStatus: accountReconState.statementUpdateStatus,
             statementUploadStatus: accountReconState.statementUploadStatus,
             localData: accountReconState.localData,
@@ -267,11 +286,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
             statementProcessingTotalDurationSeconds: accountReconState.statementProcessingTotalDurationSeconds,
             statementProcessingFailed: accountReconState.statementProcessingFailed,
             parsedStatementData: parsedStatementDataForView,
-            allCitationTransactions: rawParsedStatementData?.statementUpload?.statementTransactions,
-            statementTransactionPeriodById: rawParsedStatementData?.statementUpload != null
-                ? getStatementTransactionPeriodById(rawParsedStatementData.statementUpload.statementTransactions, rawParsedStatementData.statementUpload.statementMeta, accountReconState.localData?.statementUpdateLocalData
-                    ?.statementMeta)
-                : undefined,
+            allCitationTransactions,
+            statementTransactionPeriodById,
             transactionFetchState: reduceAnyFetchState([
                 accountReconState.transactionFetchState,
                 accountListState.byReportId.accountList,
@@ -341,6 +357,8 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
                 statementParseStatus: { fetchState: 'Not-Started' },
                 reparseStatementStatus: { fetchState: 'Not-Started' },
                 statementDateConflict: null,
+                confirmStatementMappingStatus: { fetchState: 'Not-Started' },
+                confirmStatementMappingConflict: null,
                 localData: {},
                 connectionInProgress: false,
                 statementParseInProgress: false,
@@ -457,6 +475,19 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
 });
 export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
+export function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID) {
+    return Object.values(accountReconciliationsByAccountID).map((accountReconciliation) => accountReconciliation.accountReconEntity.account);
+}
+const UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES = new Set(['in_progress', 'reconciled', 'reconciled_on_qbo']);
+export function getUnavailableLedgerAccountIds(accountReconciliationsByAccountID) {
+    return Object.values(accountReconciliationsByAccountID)
+        .filter((accountReconciliation) => {
+        const statusCode = accountReconciliation.accountReconEntity.reconciliationStatus?.code;
+        return (statusCode != null &&
+            UNAVAILABLE_LEDGER_ACCOUNT_RECON_STATUSES.has(statusCode));
+    })
+        .map((accountReconciliation) => accountReconciliation.accountReconEntity.account.accountId);
+}
 export const isAccountReconReport = (reportId) => {
     return reportId.endsWith('reconciliation');
 };

package/lib/esm/view/expenseAutomationView/selectors/statementParseViewSelector.js

@@ -1,4 +1,17 @@
 import { date } from '../../../zeniDayJS';
+export function getStatementUploadsFromParsedData(parsedStatementData) {
+    if (parsedStatementData == null) {
+        return [];
+    }
+    if (parsedStatementData.statementUploads != null &&
+        parsedStatementData.statementUploads.length > 0) {
+        return parsedStatementData.statementUploads;
+    }
+    if (parsedStatementData.statementUpload != null) {
+        return [parsedStatementData.statementUpload];
+    }
+    return [];
+}
 export const getEffectiveStatementPeriod = (parsedMeta, localMeta) => ({
     statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
         ? localMeta.statementStartDate
@@ -25,24 +38,44 @@ export const filterStatementTransactionsByPeriod = (transactions, statementPerio
     }
     return transactions.filter((transaction) => isStatementTransactionInPeriod(transaction.transactionDate, statementStartDate, statementEndDate));
 };
-export const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalData) => {
+const getStatementUploadForView = (statementUpload, statementUpdateLocalData) => {
+    const parsedMeta = statementUpload.statementMeta;
+    const localMeta = statementUpdateLocalData?.statementMeta;
+    const effectiveMeta = localMeta ?? parsedMeta;
+    const statementPeriod = getEffectiveStatementPeriod(parsedMeta, localMeta);
+    return {
+        ...statementUpload,
+        statementMeta: effectiveMeta,
+        statementTransactions: filterStatementTransactionsByPeriod(statementUpload.statementTransactions, statementPeriod),
+    };
+};
+export const getParsedStatementDataForView = (parsedStatementData, statementUpdateLocalDataByUploadId, statementAccountScope) => {
     if (parsedStatementData == null) {
         return undefined;
     }
+    const statementUploads = getStatementUploadsFromParsedData(parsedStatementData);
+    if (statementUploads.length === 0) {
+        return undefined;
+    }
+    if (statementAccountScope === 'multi_account') {
+        const viewedUploads = statementUploads.map((statementUpload) => {
+            const uploadId = statementUpload.statementMeta.statementUploadId;
+            return getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]);
+        });
+        const anchorUploadId = parsedStatementData.statementUpload.statementMeta.statementUploadId;
+        const viewedAnchor = viewedUploads.find((upload) => upload.statementMeta.statementUploadId === anchorUploadId) ?? viewedUploads[0];
+        return {
+            statementUpload: viewedAnchor,
+            statementUploads: viewedUploads,
+        };
+    }
     const statementUpload = parsedStatementData.statementUpload;
     if (statementUpload == null) {
         return undefined;
     }
-    const parsedMeta = statementUpload.statementMeta;
-    const localMeta = statementUpdateLocalData?.statementMeta;
-    const effectiveMeta = localMeta ?? parsedMeta;
-    const statementPeriod = getEffectiveStatementPeriod(parsedMeta, localMeta);
+    const uploadId = statementUpload.statementMeta.statementUploadId;
     return {
-        statementUpload: {
-            ...statementUpload,
-            statementMeta: effectiveMeta,
-            statementTransactions: filterStatementTransactionsByPeriod(statementUpload.statementTransactions, statementPeriod),
-        },
+        statementUpload: getStatementUploadForView(statementUpload, statementUpdateLocalDataByUploadId?.[uploadId]),
     };
 };
 export const getStatementTransactionPeriodById = (allParsedTransactions, parsedMeta, localMeta) => {

package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -8,8 +8,8 @@ import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts
 import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
 import { getResolvedTransferAccounts } from '../../createTransferEntry/createTransferEntrySelector';
 import { getProjectList } from '../../projectList/projectListSelector';
-import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { applyTransactionFilters, } from '../transactionFilterHelpers';
+import { getAllSteps } from './getAllStepsHelper';
 // Walks the tab's transactionReviewLocalDataById map and returns
 // `{ [transactionId]: true }` for every transaction that has at least
 // one line whose targeted-fetch is In-Progress. Pulled out as a plain

package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js

@@ -20,14 +20,6 @@ const getFirstLineItemFromReviewLocalData = (localData) => {
     const lineItems = Object.values(lineItemById);
     return lineItems.length > 0 ? lineItems[0] : undefined;
 };
-export const TRANSACTION_FILTER_CATEGORIES = [
-    { value: 'payment_account_name', type: 'dropdown' },
-    { value: 'payment_account_type', type: 'dropdown' },
-    { value: 'payee', type: 'searchAutocomplete' },
-    { value: 'category', type: 'dropdown' },
-    { value: 'class', type: 'dropdown' },
-    { value: 'amount', type: 'numberRange' },
-];
 /**
  * Per-line amounts for a transaction, preserving the canonical source
  * precedence:

package/lib/esm/view/expenseAutomationView/transactionFilterTypes.js

@@ -0,0 +1,8 @@
+export const TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'dropdown' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];

package/lib/esm/view/expenseAutomationView/types/reconciliationViewState.js

@@ -1,33 +1,11 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-export function toReconciliationViewSummary(payload) {
-    return {
-        accounts: {
-            done: payload.accounts.done,
-            failed: payload.accounts.failed,
-            inProgress: payload.accounts.in_progress,
-            total: payload.accounts.total,
-        },
-        accountsToConnectCount: payload.accounts_to_connect_count,
-        autoMatched: {
-            matchedTxns: payload.auto_matched.matched_txns,
-            totalTxns: payload.auto_matched.total_txns,
-        },
-        needsReview: {
-            accountCount: payload.needs_review.account_count,
-            txnCount: payload.needs_review.txn_count,
-        },
-        timeSavedHours: 0,
-        timeSavedPercentage: payload.time_saved_percentage,
-        progressBar: payload.progress_bar != null
-            ? {
-                aiPercentageShare: payload.progress_bar.ai_percentage_share,
-                completePercentage: payload.progress_bar.complete_percentage,
-                humanPercentageShare: payload.progress_bar.human_percentage_share,
-                remainingPercentage: payload.progress_bar.remaining_percentage,
-            }
-            : undefined,
-    };
-}
+import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
+const ALL_STATEMENT_BALANCE_SOURCES = [
+    'ocr',
+    'prior_recon',
+    'default_zero',
+];
+export const toStatementBalanceSource = (v) => stringToUnion(v, ALL_STATEMENT_BALANCE_SOURCES);
+export const toStatementBalanceSourceStrict = (v) => stringToUnionStrict(v ?? '', ALL_STATEMENT_BALANCE_SOURCES);
 export const RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',
@@ -59,3 +37,10 @@ const RECON_REVIEW_SORT_KEYS = [
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toReconReviewSortKey = (v) => stringToUnion(v, RECON_REVIEW_SORT_KEYS);
+const ALL_STATEMENT_ACCOUNT_SCOPES = [
+    'single_account',
+    'multi_account',
+];
+export const toStatementAccountScope = (v) => stringToUnion(v, ALL_STATEMENT_ACCOUNT_SCOPES);
+export const toStatementAccountScopeStrict = (v) => stringToUnionStrict(v ?? '', ALL_STATEMENT_ACCOUNT_SCOPES);
+export const STATEMENT_ACCOUNT_SCOPES = ALL_STATEMENT_ACCOUNT_SCOPES;

package/lib/esm/view/featureNotificationView/featureNotificationViewReducer.js

@@ -98,9 +98,6 @@ const featureNotificationView = createSlice({
                 };
             },
         },
-        clearFeatureNotificationView(draft) {
-            Object.assign(draft, initialState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -108,5 +105,5 @@ const featureNotificationView = createSlice({
         });
     },
 });
-export const { clearFeatureNotificationView, fetchRegisteredInterests, fetchRegisteredInterestsFailure, fetchRegisteredInterestsSuccess, notifyMeForFeature, notifyMeForFeatureFailure, notifyMeForFeatureSuccess, } = featureNotificationView.actions;
+export const { fetchRegisteredInterests, fetchRegisteredInterestsFailure, fetchRegisteredInterestsSuccess, notifyMeForFeature, notifyMeForFeatureFailure, notifyMeForFeatureSuccess, } = featureNotificationView.actions;
 export default featureNotificationView.reducer;

package/lib/esm/view/fileView/fileViewReducer.js

@@ -154,9 +154,6 @@ const fileView = createSlice({
             draft.deleteFilesStatus.error = undefined;
             draft.deleteFilesStatus.fileIDs = fileIds;
         },
-        clearFileViewList(draft) {
-            Object.assign(draft, initialFileViewState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -164,5 +161,5 @@ const fileView = createSlice({
         });
     },
 });
-export const { fetchFileList, fetchFileListFailure, fetchFileListSuccess, fetchFile, fetchFileSuccess, fetchFileFailure, updateFileName, updateFileNameFailure, updateFileNameSuccess, updateFilesMetadata, deleteFileList, deleteFileListFailure, deleteFileListSuccess, deleteFile, deleteFileFailure, deleteFileSuccess, clearFileViewList, } = fileView.actions;
+export const { fetchFileList, fetchFileListFailure, fetchFileListSuccess, fetchFile, fetchFileSuccess, fetchFileFailure, updateFileName, updateFileNameFailure, updateFileNameSuccess, updateFilesMetadata, deleteFileList, deleteFileListFailure, deleteFileListSuccess, deleteFile, deleteFileFailure, deleteFileSuccess, } = fileView.actions;
 export default fileView.reducer;

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

@@ -128,9 +128,6 @@ const financeStatement = createSlice({
         updateFinanceStatementFormat(draft, action) {
             draft.reportFormat = action.payload;
         },
-        clearFinanceStatement(draft) {
-            Object.assign(draft, initialFinanceStatementState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -138,5 +135,5 @@ const financeStatement = createSlice({
         });
     },
 });
-export const { fetchFinanceStatement, updateFinanceStatementTimeframe, updateFinanceStatementThisPeriod, updateCOABalancesRange, updateSelectedReportId, updateFinanceStatementAdditionalBalancesSelection, updateDownloadState, updateFinanceStatementDisplayOrder, updateFinanceStatementFormat, clearFinanceStatement, } = financeStatement.actions;
+export const { fetchFinanceStatement, updateFinanceStatementTimeframe, updateFinanceStatementThisPeriod, updateCOABalancesRange, updateSelectedReportId, updateFinanceStatementAdditionalBalancesSelection, updateDownloadState, updateFinanceStatementDisplayOrder, updateFinanceStatementFormat, } = financeStatement.actions;
 export default financeStatement.reducer;

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

@@ -8,6 +8,8 @@ import { reduceAnyCompletedFetchState } from '../../commonStateTypes/reduceFetch
 import { toTimeframeTick, } from '../../commonStateTypes/timeframeTick';
 import { extractThisPeriod } from '../../commonStateTypes/viewAndReport/thisPeriodHelpers';
 import { getBalanceSheet } from '../balanceSheet/balanceSheetSelector';
+import { getBalanceSheetClassesView } from '../balanceSheetClassesView/balanceSheetClassesViewSelector';
+import { getBalanceSheetProjectView } from '../balanceSheetProjectView/balanceSheetProjectViewSelector';
 import { getCashFlow } from '../cashFlow/cashFlowSelector';
 import { getProfitAndLossReport, } from '../profitAndLoss/profitAndLossSelector';
 import { getProfitAndLossClassesHorizontalView } from '../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector';
@@ -37,7 +39,7 @@ function getFirstMonthOfFY(profitAndLossState, balanceSheetState, cashFlowState)
         cashFlowState.firstMonthOfFY ??
         1);
 }
-export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
+export const getFinanceStatement = createSelector((state) => state.accountState, (state) => state.accountGroupState, (state) => state.classState, (state) => state.sectionClassesViewStateV2, (state) => state.profitAndLossState, (state) => state.profitAndLossClassesViewState, (state) => state.projectState, (state) => state.sectionProjectViewState, (state) => state.profitAndLossProjectViewState, (state) => state.balanceSheetState, (state) => state.balanceSheetClassesViewState, (state) => state.balanceSheetProjectViewState, (state) => state.cashFlowState, (state) => state.financeStatementState, (state) => state.sectionAccountsViewState, (state) => state.forecastState, (accountState, accountGroupState, classState, sectionsState, profitAndLossState, profitAndLossClassesViewState, projectState, sectionProjectViewState, profitAndLossProjectViewState, balanceSheetState, balanceSheetClassesViewState, balanceSheetProjectViewState, cashFlowState, financeStatementState, sectionAccountsViewState, forecastState) => {
     // to get min and max dates across three reports
     let allTimeframeTicks = [];
     let balancesInTimeframe = [];
@@ -77,6 +79,10 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         ? thisPeriod
         : undefined);
     const balanceSheetReport = getBalanceSheet(filter, accountState, accountGroupState, sectionAccountsViewState, balanceSheetState);
+    const balanceSheetClassFilter = newBalancesFilterClassesView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetClassesViewState.uiState.classesToFilterOut);
+    const balanceSheetByClassReport = getBalanceSheetClassesView(balanceSheetClassFilter, accountState, classState, sectionsState, balanceSheetClassesViewState);
+    const balanceSheetProjectFilter = newBalancesFilterProjectView(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, balanceSheetProjectViewState.uiState.projectsToFilterOut);
+    const balanceSheetByProjectReport = getBalanceSheetProjectView(balanceSheetProjectFilter, accountState, projectState, sectionProjectViewState, balanceSheetProjectViewState);
     const cashFlowReport = getCashFlow(filter, accountState, accountGroupState, sectionAccountsViewState, cashFlowState);
     const allReports = [
         profitAndLossReport.reducedAnyFetchState,
@@ -105,6 +111,18 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
                 error: balanceSheetReport.error,
             };
             break;
+        case 'balance_sheet_by_classes':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByClassReport.fetchState,
+                error: balanceSheetByClassReport.error,
+            };
+            break;
+        case 'balance_sheet_by_projects':
+            selectedReportAndTimeframeFetchState = {
+                fetchState: balanceSheetByProjectReport.fetchState,
+                error: balanceSheetByProjectReport.error,
+            };
+            break;
         case 'cash_flow':
             selectedReportAndTimeframeFetchState = {
                 fetchState: cashFlowReport.fetchState,
@@ -132,6 +150,8 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         profitAndLossByProjectReport,
         profitAndLossByClassHorizontalReport,
         balanceSheetReport,
+        balanceSheetByClassReport,
+        balanceSheetByProjectReport,
         cashFlowReport,
         filter,
         selectedReportId: financeStatementState.selectedReportId,

package/lib/esm/view/forecastList/forecastListReducer.js

@@ -26,9 +26,6 @@ const forecastList = createSlice({
             draft.fetchState = 'Error';
             draft.error = action.payload;
         },
-        clearForecastList(draft) {
-            Object.assign(draft, initialState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -36,5 +33,5 @@ const forecastList = createSlice({
         });
     },
 });
-export const { fetchForecastList, updateForecastList, updateForecastListFailure, clearForecastList, } = forecastList.actions;
+export const { fetchForecastList, updateForecastList, updateForecastListFailure, } = forecastList.actions;
 export default forecastList.reducer;

package/lib/esm/view/globalMerchantView/epics/createGlobalMerchantEpic.js

@@ -4,7 +4,7 @@ import { updateGlobalMerchantsBase } from '../../../entity/globalMerchant/global
 import { getGlobalMerchantsByMerchantIds } from '../../../entity/globalMerchant/globalMerchantSelector';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
-import { toVendorReviewViewRecommendationPayload, } from '../../vendorReviewView/common/payload/commonTypes';
+import { toVendorReviewViewRecommendationPayload } from '../../vendorReviewView/common/payload/commonTypes';
 import { updateSelectedGlobalMerchant } from '../../vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewReducer';
 import { createGlobalMerchant, createGlobalMerchantFailure, createGlobalMerchantSuccess, } from '../globalMerchantViewReducer';
 export const createGlobalMerchantEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(createGlobalMerchant.match), mergeMap((action) => {

package/lib/esm/view/invoicing/auditView/auditViewPayload.js

@@ -39,6 +39,16 @@ function formatActor(actor, sourceLabel) {
     }
     return name;
 }
+/**
+ * The backend's human-readable action text, or `undefined` when it carries none.
+ * Blank copy collapses to `undefined` so the UI's `humanizeToken` fallback runs
+ * instead of rendering an empty Action cell, and surrounding whitespace is
+ * trimmed so the stored value is what should be displayed verbatim.
+ */
+function invoicingAuditActionLabel(actionLabel) {
+    const trimmed = actionLabel?.trim() ?? '';
+    return trimmed !== '' ? trimmed : undefined;
+}
 export function mapAuditLogEntry(entry) {
     const sourceLabel = entry.source_label ?? '';
     return {
@@ -49,6 +59,7 @@ export function mapAuditLogEntry(entry) {
         source: entry.source,
         sourceLabel: sourceLabel || undefined,
         action: entry.action,
+        actionLabel: invoicingAuditActionLabel(entry.action_label),
         entityId: entry.entity_id,
         entityType: entry.entity_type,
         customerId: entry.customer_id ?? undefined,

package/lib/esm/view/invoicing/auditView/auditViewReducer.js

@@ -48,9 +48,6 @@ const auditView = createSlice({
             draft.fetchState = 'Error';
             draft.error = action.payload;
         },
-        clearInvoicingAuditView(draft) {
-            Object.assign(draft, initialState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -58,5 +55,5 @@ const auditView = createSlice({
         });
     },
 });
-export const { fetchInvoicingAuditLog, updateInvoicingAuditLog, updateInvoicingAuditLogFailure, clearInvoicingAuditView, } = auditView.actions;
+export const { fetchInvoicingAuditLog, updateInvoicingAuditLog, updateInvoicingAuditLogFailure, } = auditView.actions;
 export default auditView.reducer;

package/lib/esm/view/invoicing/auditView/auditViewSelector.js

@@ -1,3 +1,4 @@
+import { getInvoicingConfigView } from '../invoicingConfigView/invoicingConfigViewSelector';
 /**
  * Single bundled view for the invoicing audit log — consumers read only this.
  * Carries the log `items`, pagination (`nextCursor` + derived `hasMore`), the
@@ -5,7 +6,10 @@
  */
 export const getInvoicingAuditView = (state) => {
     const auditState = state.invoicingAuditViewState;
+    const { auditLogEntityRouteOptions, auditLogListSortFieldOptions } = getInvoicingConfigView(state);
     return {
+        auditLogEntityRouteOptions,
+        auditLogListSortFieldOptions,
         filters: auditState.filters,
         hasMore: auditState.nextCursor != null,
         items: auditState.items,

package/lib/esm/view/invoicing/catalogAction/catalogActionReducer.js

@@ -44,12 +44,6 @@ const catalogAction = createSlice({
                 error: action.payload.error,
             };
         },
-        clearInvoicingCatalogAction(draft, action) {
-            delete draft.byId[action.payload];
-        },
-        clearAllInvoicingCatalogActions(draft) {
-            draft.byId = {};
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -57,5 +51,5 @@ const catalogAction = createSlice({
         });
     },
 });
-export const { runInvoicingCatalogPlanAction, runInvoicingCatalogPlanActionSuccess, runInvoicingCatalogPlanActionFailure, runInvoicingCatalogProductAction, runInvoicingCatalogProductActionSuccess, runInvoicingCatalogProductActionFailure, clearInvoicingCatalogAction, clearAllInvoicingCatalogActions, } = catalogAction.actions;
+export const { runInvoicingCatalogPlanAction, runInvoicingCatalogPlanActionSuccess, runInvoicingCatalogPlanActionFailure, runInvoicingCatalogProductAction, runInvoicingCatalogProductActionSuccess, runInvoicingCatalogProductActionFailure, } = catalogAction.actions;
 export default catalogAction.reducer;

package/lib/esm/view/invoicing/couponView/couponViewReducer.js

@@ -107,9 +107,6 @@ const couponView = createSlice({
             const tabCountKey = couponStatusToTabCountKey(status);
             draft.counts[tabCountKey] = (draft.counts[tabCountKey] ?? 0) + 1;
         },
-        clearInvoicingCouponView(draft) {
-            Object.assign(draft, initialState);
-        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, (draft) => {
@@ -117,5 +114,5 @@ const couponView = createSlice({
         });
     },
 });
-export const { fetchInvoicingCouponList, fetchInvoicingCouponListPage, updateInvoicingCouponList, updateInvoicingCouponListFailure, fetchInvoicingCouponCounts, updateInvoicingCouponCounts, updateInvoicingCouponCountsFailure, updateInvoicingCouponFilters, setInvoicingCouponActiveTab, addInvoicingCouponToList, clearInvoicingCouponView, } = couponView.actions;
+export const { fetchInvoicingCouponList, fetchInvoicingCouponListPage, updateInvoicingCouponList, updateInvoicingCouponListFailure, fetchInvoicingCouponCounts, updateInvoicingCouponCounts, updateInvoicingCouponCountsFailure, updateInvoicingCouponFilters, setInvoicingCouponActiveTab, addInvoicingCouponToList, } = couponView.actions;
 export default couponView.reducer;

package/lib/esm/view/invoicing/couponView/couponViewSelector.js

@@ -1,5 +1,6 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { INVOICING_COUPON_COLUMNS, INVOICING_COUPON_TABS, } from './couponViewState';
+import { invoicingTabIdsFromConfig } from '../invoicingTabHelper';
+import { ALL_INVOICING_COUPON_TAB_IDS, INVOICING_COUPON_COLUMNS, } from './couponViewState';
 export const getInvoicingCouponListItems = (state) => state.invoicingCouponViewState.ids
     .map((id) => state.invoicingCouponState.couponByID[id])
     .filter((item) => item != null);
@@ -17,19 +18,22 @@ export const getInvoicingCouponCounts = (state) => state.invoicingCouponViewStat
  * array (and the wrapping view object) keep referential identity until the
  * coupon entity slice or the list-view slice actually change.
  */
-export const getInvoicingCouponListView = createSelector((state) => state.invoicingCouponState, (state) => state.invoicingCouponViewState, (couponState, listViewState) => {
+export const getInvoicingCouponListView = createSelector((state) => state.invoicingCouponState, (state) => state.invoicingCouponViewState, (state) => state.invoicingConfigViewState.discountStatusOptions, (state) => state.invoicingConfigViewState.discountLifecycleActionOptions, (couponState, listViewState, statusOptions, discountLifecycleActionOptions) => {
     const { activeTab } = listViewState;
     const allCoupons = listViewState.ids
         .map((id) => couponState.couponByID[id])
         .filter((item) => item != null);
     // The list API ignores `status`, so it returns every status; filter to the
-    // active tab client-side. 'all' shows everything, 'active' shows only active
-    // coupons, and 'inactive' shows every non-active status (undefined included).
+    // active tab client-side. 'all' shows everything and 'inactive' is the
+    // FE-derived composite of every non-active status (undefined included);
+    // every other tab is a real backend status and matches exactly — without
+    // that, config-supplied tabs like `expired` and `archived` would each show
+    // the whole non-active set.
     const coupons = activeTab === 'all'
         ? allCoupons
-        : allCoupons.filter((coupon) => activeTab === 'active'
-            ? coupon.status === 'active'
-            : coupon.status !== 'active');
+        : activeTab === 'inactive'
+            ? allCoupons.filter((coupon) => coupon.status !== 'active')
+            : allCoupons.filter((coupon) => coupon.status === activeTab);
     return {
         activeTab,
         columns: INVOICING_COUPON_COLUMNS,
@@ -38,7 +42,13 @@ export const getInvoicingCouponListView = createSelector((state) => state.invoic
         countsFetchState: listViewState.countsFetchState,
         filters: listViewState.filters,
         nextCursor: listViewState.nextCursor,
-        tabIds: INVOICING_COUPON_TABS,
+        discountLifecycleActionOptions,
+        statusOptions,
+        tabIds: invoicingTabIdsFromConfig({
+            allTabIds: ALL_INVOICING_COUPON_TAB_IDS,
+            localTabIds: ['inactive'],
+            statusOptions,
+        }),
         fetchState: listViewState.fetchState,
         error: listViewState.error,
         sort: listViewState.sort,

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

@@ -28,12 +28,3 @@ export const ALL_INVOICING_COUPON_TAB_IDS = [
     'inactive',
 ];
 export const toInvoicingCouponTabId = (v) => stringToUnion(v, ALL_INVOICING_COUPON_TAB_IDS);
-/**
- * Ordered filter-tab id set owned by CES so the coupon/discount-list tabs live
- * next to the model rather than being hardcoded in web-components. Tab labels
- * and the per-tab count lookup stay in the view layer; this only carries the id
- * set and display order.
- */
-export const INVOICING_COUPON_TABS = [
-    ...ALL_INVOICING_COUPON_TAB_IDS,
-];

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteFormConfig.js

@@ -8,4 +8,5 @@ export const initialCreateCreditNoteFormLocalData = () => ({
     ],
     reasonCode: '',
     referenceInvoiceId: '',
+    type: '',
 });

package/lib/esm/view/invoicing/createCreditNote/createCreditNotePayload.js

@@ -15,10 +15,13 @@ export const localDataToCreateCreditNotePayload = (localData) => {
         lineItem.unit_amount > 0);
     const reasonCode = localData.reasonCode.trim();
     const referenceInvoiceId = localData.referenceInvoiceId.trim();
+    // Optional-chained: a draft persisted before this field existed has no
+    // `type`, and the draft survives navigation.
+    const type = localData.type?.trim() ?? '';
     return {
         customer_id: localData.customerId,
         line_items: lineItems,
-        type: 'adjustment',
+        ...(type !== '' ? { type } : {}),
         ...(reasonCode !== '' ? { reason_code: reasonCode } : {}),
         ...(referenceInvoiceId !== ''
             ? { reference_invoice_id: referenceInvoiceId }

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteSelector.js

@@ -1,4 +1,4 @@
-import { INVOICING_CREDIT_NOTE_REASON_CODES } from '../issueCreditNote/issueCreditNoteFormConfig';
+import { getInvoicingConfigView } from '../invoicingConfigView/invoicingConfigViewSelector';
 export const getCreateCreditNoteView = (state) => {
     const { createdCreditNoteId, error, fetchState } = state.invoicingCreateCreditNoteState;
     return {
@@ -10,9 +10,11 @@ export const getCreateCreditNoteView = (state) => {
 };
 export const getCreateCreditNoteFormView = (state) => {
     const { draft, error, fetchState } = state.invoicingCreateCreditNoteState;
+    const { creditNoteReasonCodeOptions, creditNoteTypeOptions } = getInvoicingConfigView(state);
     return {
         localData: draft,
-        reasonCodeValues: [...INVOICING_CREDIT_NOTE_REASON_CODES],
+        reasonCodeOptions: creditNoteReasonCodeOptions,
+        typeOptions: creditNoteTypeOptions,
         error,
         fetchState,
         version: 1.0,

package/lib/esm/view/invoicing/createInvoice/createInvoiceSelector.js

@@ -1,5 +1,6 @@
 import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getInvoicingCatalogListView, getInvoicingCatalogPrices, } from '../invoicingCatalogListView/invoicingCatalogListViewSelector';
+import { invoicingFieldHelpForGroup } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingCustomerListView } from '../invoicingCustomerListView/invoicingCustomerListViewSelector';
 import { getInvoicingSettings } from '../settingsView/settingsViewSelector';
 /**
@@ -32,6 +33,7 @@ export const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = getInvoicingCatalogListView(state);
     return {
+        fieldHelp: invoicingFieldHelpForGroup(state, 'invoice'),
         customers: getInvoicingCustomerListView(state).customers.map((customer) => ({
             billingAddress: customer.billingAddressId != null
                 ? getAddressByAddressId(state.addressState, customer.billingAddressId)
@@ -45,6 +47,7 @@ export const getCreateInvoiceFormView = (state) => {
             .filter((subFamily) => (subFamily.name ?? '') !== '')
             .map((subFamily) => ({
             planName: plan.name ?? '',
+            price: subFamily.price?.amount,
             subFamilyName: subFamily.name ?? '',
         }))),
         products: getInvoicingCatalogPrices(catalogListView.products),