@zeniai/client-epic-state 5.3.4 → 5.3.6

package/lib/view/customerSummaryView/customerSummaryViewPayload.d.ts

@@ -0,0 +1,38 @@
+import { ZeniAPIResponse } from '../../responsePayload';
+export interface CustomerSummaryRevenuePayload {
+    last_3_months_revenue?: number;
+    last_6_months_revenue?: number;
+    last_12_months_revenue?: number;
+    last_30_days_revenue?: number;
+    last_90_days_revenue?: number;
+    last_month_revenue?: number;
+    previous_year_revenue?: number;
+    year_to_date_revenue?: number;
+}
+export interface CustomerSummaryPayload extends CustomerSummaryRevenuePayload {
+    customer_id: string;
+    account?: {
+        account_id: string;
+        account_name?: string;
+    } | null;
+    accounting_class?: {
+        accounting_class_id: string;
+        accounting_class_name?: string;
+    } | null;
+    balance?: number;
+    currency_code?: string | null;
+    currency_symbol?: string | null;
+    customer_name?: string;
+    qbo_id?: string;
+}
+export interface CustomerSummaryListPayload {
+    customers: CustomerSummaryPayload[];
+    query?: {
+        page_token?: string | null;
+    };
+    total_count?: number;
+}
+export type CustomerSummaryListResponse = ZeniAPIResponse<CustomerSummaryListPayload>;
+export type CustomerSummaryDetailResponse = ZeniAPIResponse<{
+    customers: CustomerSummaryPayload[];
+}>;

package/lib/view/customerSummaryView/customerSummaryViewPayload.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/customerSummaryView/customerSummaryViewReducer.d.ts

@@ -0,0 +1,32 @@
+import { FetchState } from '../../commonStateTypes/common';
+import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { ZeniAPIStatus } from '../../responsePayload';
+import { CustomerSummaryListResponse, CustomerSummaryPayload } from './customerSummaryViewPayload';
+import { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummarySortKey, CustomerSummaryViewState } from './customerSummaryViewState';
+export declare const initialState: CustomerSummaryViewState;
+export declare const toCustomerSummary: (payload: CustomerSummaryPayload) => CustomerSummary;
+export declare const fetchCustomerSummaryList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[keepExistingListItems: boolean, searchString?: any, pageToken?: PageToken | undefined], {
+    keepExistingListItems: boolean;
+    pageToken: PageToken;
+    searchString: any;
+}, "customerSummaryView/fetchCustomerSummaryList", never, never>, updateCustomerSummaryList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[response: CustomerSummaryListResponse, keepExistingListItems: boolean], {
+    keepExistingListItems: boolean;
+    response: CustomerSummaryListResponse;
+}, "customerSummaryView/updateCustomerSummaryList", never, never>, updateCustomerSummaryListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "customerSummaryView/updateCustomerSummaryListFailure">, updateCustomerSummarySortUiState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[sortKey: CustomerSummarySortKey, sortOrder: "ascending" | "descending"], {
+    sortKey: CustomerSummarySortKey;
+    sortOrder: "ascending" | "descending";
+}, "customerSummaryView/updateCustomerSummarySortUiState", never, never>, updateCustomerSummaryRevenueSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<"last_90_days_revenue" | "last_30_days_revenue" | "year_to_date_revenue" | "last_month_revenue" | "last_3_months_revenue" | "last_6_months_revenue" | "last_12_months_revenue" | "previous_year_revenue", "customerSummaryView/updateCustomerSummaryRevenueSelection">, updateCustomerSummaryScrollYOffset: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "customerSummaryView/updateCustomerSummaryScrollYOffset">, fetchCustomerSummaryDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "customerSummaryView/fetchCustomerSummaryDetail">, updateCustomerSummaryDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, customer: CustomerSummaryPayload], {
+    customer: CustomerSummaryPayload;
+    customerId: string;
+}, "customerSummaryView/updateCustomerSummaryDetail", never, never>, updateCustomerSummaryDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, status: ZeniAPIStatus<Record<string, unknown>>], {
+    customerId: string;
+    status: ZeniAPIStatus<Record<string, unknown>>;
+}, "customerSummaryView/updateCustomerSummaryDetailFailure", never, never>, saveCustomerSummaryDetail: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, changes: CustomerSummaryDetailChanges], {
+    changes: CustomerSummaryDetailChanges;
+    customerId: string;
+}, "customerSummaryView/saveCustomerSummaryDetail", never, never>, updateCustomerSummarySaveState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, saveState: FetchState], {
+    customerId: string;
+    saveState: FetchState;
+}, "customerSummaryView/updateCustomerSummarySaveState", never, never>, updateCustomerDetailSelectedTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<CustomerDetailTabType, "customerSummaryView/updateCustomerDetailSelectedTab">, updateCustomerAllTransactionsTabData: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<CustomerAllTransactionsTabData | undefined, "customerSummaryView/updateCustomerAllTransactionsTabData">, updateCustomerTrendFilter: import("@reduxjs/toolkit").ActionCreatorWithPayload<"last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_month" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year", "customerSummaryView/updateCustomerTrendFilter">, resetCustomerSummaryDetailUiState: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "customerSummaryView/resetCustomerSummaryDetailUiState">;
+declare const _default: import("redux").Reducer<CustomerSummaryViewState>;
+export default _default;

package/lib/view/customerSummaryView/customerSummaryViewReducer.js

@@ -0,0 +1,202 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.resetCustomerSummaryDetailUiState = exports.updateCustomerTrendFilter = exports.updateCustomerAllTransactionsTabData = exports.updateCustomerDetailSelectedTab = exports.updateCustomerSummarySaveState = exports.saveCustomerSummaryDetail = exports.updateCustomerSummaryDetailFailure = exports.updateCustomerSummaryDetail = exports.fetchCustomerSummaryDetail = exports.updateCustomerSummaryScrollYOffset = exports.updateCustomerSummaryRevenueSelection = exports.updateCustomerSummarySortUiState = exports.updateCustomerSummaryListFailure = exports.updateCustomerSummaryList = exports.fetchCustomerSummaryList = exports.toCustomerSummary = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const rootActions_1 = require("../../rootActions");
+const customerSummaryViewState_1 = require("./customerSummaryViewState");
+exports.initialState = {
+    customers: [],
+    detailById: {},
+    fetchState: 'Not-Started',
+    searchString: '',
+    selectedTabType: 'income_transactions',
+    totalCount: 0,
+    trendFilter: 'last_12_months',
+    uiState: {
+        pageToken: null,
+        revenueSelection: 'year_to_date_revenue',
+        scrollYOffset: 0,
+        sortKey: 'year_to_date_revenue',
+        sortOrder: 'descending',
+    },
+    allTransactionsTabData: undefined,
+    detailCustomerId: undefined,
+    error: undefined,
+};
+const toCustomerSummary = (payload) => ({
+    id: payload.customer_id,
+    qboId: payload.qbo_id ?? undefined,
+    name: payload.customer_name ?? '',
+    balance: payload.balance ?? 0,
+    currencyCode: payload.currency_code ?? undefined,
+    currencySymbol: payload.currency_symbol ?? undefined,
+    revenue: Object.fromEntries(customerSummaryViewState_1.CUSTOMER_REVENUE_KEYS.map((key) => [key, payload[key] ?? 0])),
+    account: payload.account?.account_id != null
+        ? {
+            id: payload.account.account_id,
+            name: payload.account.account_name ?? '',
+        }
+        : undefined,
+    accountingClass: payload.accounting_class?.accounting_class_id != null
+        ? {
+            id: payload.accounting_class.accounting_class_id,
+            name: payload.accounting_class.accounting_class_name ?? '',
+        }
+        : undefined,
+});
+exports.toCustomerSummary = toCustomerSummary;
+const getDetail = (draft, customerId) => {
+    var _a;
+    return ((_a = draft.detailById)[customerId] ?? (_a[customerId] = {
+        fetchState: 'Not-Started',
+        saveState: 'Not-Started',
+    }));
+};
+const customerSummaryView = (0, toolkit_1.createSlice)({
+    name: 'customerSummaryView',
+    initialState: exports.initialState,
+    reducers: {
+        fetchCustomerSummaryList: {
+            prepare(keepExistingListItems, searchString = '', pageToken = null) {
+                return { payload: { keepExistingListItems, pageToken, searchString } };
+            },
+            reducer(draft, action) {
+                const { keepExistingListItems, pageToken, searchString } = action.payload;
+                // Load-more while a page is in flight: keep that page (the epic drops this fetch too).
+                if (keepExistingListItems && draft.fetchState === 'In-Progress') {
+                    return;
+                }
+                if (!keepExistingListItems) {
+                    draft.customers = [];
+                    draft.uiState.scrollYOffset = 0;
+                }
+                draft.searchString = searchString;
+                draft.uiState.pageToken = pageToken;
+                draft.fetchState = 'In-Progress';
+                draft.error = undefined;
+            },
+        },
+        updateCustomerSummaryList: {
+            prepare(response, keepExistingListItems) {
+                return { payload: { keepExistingListItems, response } };
+            },
+            reducer(draft, action) {
+                const { response, keepExistingListItems } = action.payload;
+                const customers = (response.data?.customers ?? []).map(exports.toCustomerSummary);
+                const existingIds = new Set(draft.customers.map(({ id }) => id));
+                draft.customers = keepExistingListItems
+                    ? [
+                        ...draft.customers,
+                        ...customers.filter(({ id }) => !existingIds.has(id)),
+                    ]
+                    : customers;
+                draft.totalCount = response.data?.total_count ?? 0;
+                draft.uiState.pageToken = response.data?.query?.page_token ?? null;
+                draft.fetchState = 'Completed';
+            },
+        },
+        updateCustomerSummaryListFailure(draft, action) {
+            draft.fetchState = 'Error';
+            draft.error = action.payload;
+            // No more pages after a failure, so load-more doesn't keep retrying.
+            draft.uiState.pageToken = null;
+        },
+        updateCustomerSummarySortUiState: {
+            prepare(sortKey, sortOrder) {
+                return { payload: { sortKey, sortOrder } };
+            },
+            reducer(draft, action) {
+                draft.uiState.sortKey = action.payload.sortKey;
+                draft.uiState.sortOrder = action.payload.sortOrder;
+            },
+        },
+        updateCustomerSummaryRevenueSelection(draft, action) {
+            draft.uiState.revenueSelection = action.payload;
+        },
+        updateCustomerSummaryScrollYOffset(draft, action) {
+            draft.uiState.scrollYOffset = action.payload;
+        },
+        fetchCustomerSummaryDetail(draft, action) {
+            const detail = getDetail(draft, action.payload);
+            detail.fetchState = 'In-Progress';
+            detail.error = undefined;
+        },
+        updateCustomerSummaryDetail: {
+            prepare(customerId, customer) {
+                return { payload: { customer, customerId } };
+            },
+            reducer(draft, action) {
+                const detail = getDetail(draft, action.payload.customerId);
+                detail.customer = (0, exports.toCustomerSummary)(action.payload.customer);
+                detail.fetchState = 'Completed';
+                // Keep the list row in sync after an edit.
+                const index = draft.customers.findIndex(({ id }) => id === action.payload.customerId);
+                if (index >= 0) {
+                    draft.customers[index] = {
+                        ...draft.customers[index],
+                        account: detail.customer.account,
+                        accountingClass: detail.customer.accountingClass,
+                    };
+                }
+            },
+        },
+        updateCustomerSummaryDetailFailure: {
+            prepare(customerId, status) {
+                return { payload: { customerId, status } };
+            },
+            reducer(draft, action) {
+                const detail = getDetail(draft, action.payload.customerId);
+                detail.fetchState = 'Error';
+                detail.error = action.payload.status;
+            },
+        },
+        saveCustomerSummaryDetail: {
+            prepare(customerId, changes) {
+                return { payload: { changes, customerId } };
+            },
+            reducer(draft, action) {
+                getDetail(draft, action.payload.customerId).saveState = 'In-Progress';
+            },
+        },
+        updateCustomerSummarySaveState: {
+            prepare(customerId, saveState) {
+                return { payload: { customerId, saveState } };
+            },
+            reducer(draft, action) {
+                getDetail(draft, action.payload.customerId).saveState =
+                    action.payload.saveState;
+            },
+        },
+        updateCustomerAllTransactionsTabData(draft, action) {
+            draft.allTransactionsTabData = action.payload;
+        },
+        updateCustomerDetailSelectedTab(draft, action) {
+            draft.selectedTabType = action.payload;
+        },
+        updateCustomerTrendFilter(draft, action) {
+            draft.trendFilter = action.payload;
+        },
+        // Detail page opened for `customerId`: a different customer starts from the default filter / tab /
+        // transactions window / save state; the same one (e.g. back from a transaction) keeps them.
+        resetCustomerSummaryDetailUiState(draft, action) {
+            if (draft.detailCustomerId === action.payload) {
+                return;
+            }
+            draft.detailCustomerId = action.payload;
+            draft.trendFilter = exports.initialState.trendFilter;
+            draft.selectedTabType = exports.initialState.selectedTabType;
+            draft.allTransactionsTabData = undefined;
+            Object.values(draft.detailById).forEach((detail) => {
+                detail.saveState = 'Not-Started';
+            });
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(rootActions_1.clearAll, (draft) => {
+            Object.assign(draft, exports.initialState);
+        });
+    },
+});
+_a = customerSummaryView.actions, exports.fetchCustomerSummaryList = _a.fetchCustomerSummaryList, exports.updateCustomerSummaryList = _a.updateCustomerSummaryList, exports.updateCustomerSummaryListFailure = _a.updateCustomerSummaryListFailure, exports.updateCustomerSummarySortUiState = _a.updateCustomerSummarySortUiState, exports.updateCustomerSummaryRevenueSelection = _a.updateCustomerSummaryRevenueSelection, exports.updateCustomerSummaryScrollYOffset = _a.updateCustomerSummaryScrollYOffset, exports.fetchCustomerSummaryDetail = _a.fetchCustomerSummaryDetail, exports.updateCustomerSummaryDetail = _a.updateCustomerSummaryDetail, exports.updateCustomerSummaryDetailFailure = _a.updateCustomerSummaryDetailFailure, exports.saveCustomerSummaryDetail = _a.saveCustomerSummaryDetail, exports.updateCustomerSummarySaveState = _a.updateCustomerSummarySaveState, exports.updateCustomerDetailSelectedTab = _a.updateCustomerDetailSelectedTab, exports.updateCustomerAllTransactionsTabData = _a.updateCustomerAllTransactionsTabData, exports.updateCustomerTrendFilter = _a.updateCustomerTrendFilter, exports.resetCustomerSummaryDetailUiState = _a.resetCustomerSummaryDetailUiState;
+exports.default = customerSummaryView.reducer;

package/lib/view/customerSummaryView/customerSummaryViewSelector.d.ts

@@ -0,0 +1,20 @@
+import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
+import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
+import { ID } from '../../commonStateTypes/common';
+import { RoleMap } from '../../entity/userRole/userRoleType';
+import { VendorSpendTrendFilterTabType } from '../../entity/vendorExpense/vendorSpendTrendFilterTabType';
+import { RootState } from '../../rootStateTypes';
+import { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerSummaryDetailState, CustomerSummaryViewState } from './customerSummaryViewState';
+export interface CustomerSummaryDetailView extends CustomerSummaryDetailState {
+    accountsHierarchyList: NestedAccountHierarchyForReport[];
+    classHierarchyList: NestedClassHierarchyForReport[];
+    isAccountingClassesEnabled: boolean;
+    /** Account (and, with classes on, class) list still loading: the pickers would show raw ids. */
+    isReferenceDataLoading: boolean;
+}
+export declare const getCustomerSummaryList: (state: RootState) => CustomerSummaryViewState;
+export declare const getCustomerSummaryDetail: (state: RootState, customerId: ID) => CustomerSummaryDetailView;
+export declare const getCustomerSummarySelectedTabType: (state: RootState) => CustomerDetailTabType;
+export declare const getCustomerSummaryAllTransactionsTabData: (state: RootState) => CustomerAllTransactionsTabData | undefined;
+export declare const getCustomerSummaryTrendFilter: (state: RootState) => VendorSpendTrendFilterTabType;
+export declare const isCustomersTabVisible: (roleMap: RoleMap | undefined) => boolean;

package/lib/view/customerSummaryView/customerSummaryViewSelector.js

@@ -0,0 +1,43 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.isCustomersTabVisible = exports.getCustomerSummaryTrendFilter = exports.getCustomerSummaryAllTransactionsTabData = exports.getCustomerSummarySelectedTabType = exports.getCustomerSummaryDetail = exports.getCustomerSummaryList = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const accountListSelector_1 = require("../accountList/accountListSelector");
+const classListSelector_1 = require("../classList/classListSelector");
+const isLoadingFetchState = (fetchState) => fetchState === 'Not-Started' || fetchState === 'In-Progress';
+const NOT_STARTED_DETAIL = {
+    fetchState: 'Not-Started',
+    saveState: 'Not-Started',
+};
+const getCustomerSummaryList = (state) => state.customerSummaryViewState;
+exports.getCustomerSummaryList = getCustomerSummaryList;
+exports.getCustomerSummaryDetail = (0, toolkit_1.createSelector)((state, customerId) => state.customerSummaryViewState.detailById[customerId], (state) => state.accountListState, (state) => state.classListState, tenantSelector_1.getIsAccountingClassesEnabled, (detail, accountListState, classListState, isAccountingClassesEnabled) => ({
+    ...(detail ?? NOT_STARTED_DETAIL),
+    accountsHierarchyList: (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList'),
+    classHierarchyList: (0, classListSelector_1.getNestedClassListHierarchy)(classListState),
+    isAccountingClassesEnabled,
+    isReferenceDataLoading: isLoadingFetchState(accountListState.byReportId.accountList.fetchState) ||
+        (isAccountingClassesEnabled &&
+            isLoadingFetchState(classListState.fetchState)),
+}));
+const getCustomerSummarySelectedTabType = (state) => state.customerSummaryViewState.selectedTabType;
+exports.getCustomerSummarySelectedTabType = getCustomerSummarySelectedTabType;
+const getCustomerSummaryAllTransactionsTabData = (state) => state.customerSummaryViewState.allTransactionsTabData;
+exports.getCustomerSummaryAllTransactionsTabData = getCustomerSummaryAllTransactionsTabData;
+const getCustomerSummaryTrendFilter = (state) => state.customerSummaryViewState.trendFilter;
+exports.getCustomerSummaryTrendFilter = getCustomerSummaryTrendFilter;
+// Roles holding the customers / customers.read_only scopes (tenant role_scopes_v32). Same roles as the
+// Vendors tab today, kept separate so AR access can diverge; bookkeeping_user is read-only.
+const isCustomersTabVisible = (roleMap) => [
+    'admin',
+    'bookkeeping_admin',
+    'bookkeeping_user',
+    'ap_analyst',
+    'controller',
+    'customer_success_manager',
+    'reviewer',
+    'tax_lead',
+    'preparer',
+].some((role) => roleMap?.[role] === true);
+exports.isCustomersTabVisible = isCustomersTabVisible;

package/lib/view/customerSummaryView/customerSummaryViewState.d.ts

@@ -0,0 +1,63 @@
+import { FetchState, ID } from '../../commonStateTypes/common';
+import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { TimePeriod } from '../../commonStateTypes/timePeriod';
+import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { VendorSpendTrendFilterTabType } from '../../entity/vendorExpense/vendorSpendTrendFilterTabType';
+import { ZeniAPIStatus } from '../../responsePayload';
+export declare const CUSTOMER_REVENUE_KEYS: readonly ["last_90_days_revenue", "last_30_days_revenue", "year_to_date_revenue", "last_month_revenue", "last_3_months_revenue", "last_6_months_revenue", "last_12_months_revenue", "previous_year_revenue"];
+export type CustomerRevenueKey = (typeof CUSTOMER_REVENUE_KEYS)[number];
+export type CustomerSummarySortKey = 'customer_name' | 'account' | 'accounting_class' | 'balance' | CustomerRevenueKey;
+export interface CustomerSummary {
+    balance: number;
+    id: ID;
+    name: string;
+    revenue: Record<CustomerRevenueKey, number>;
+    account?: {
+        id: ID;
+        name: string;
+    };
+    accountingClass?: {
+        id: ID;
+        name: string;
+    };
+    currencyCode?: string;
+    currencySymbol?: string;
+    qboId?: ID;
+}
+export interface CustomerSummaryListUIState {
+    pageToken: PageToken;
+    revenueSelection: CustomerRevenueKey;
+    scrollYOffset: number;
+    sortKey: CustomerSummarySortKey;
+    sortOrder: SortOrder;
+}
+export type CustomerDetailTabType = 'income_transactions' | 'all_transactions';
+export interface CustomerAllTransactionsTabData {
+    numberOfQuartersFetched: number;
+    timePeriod: TimePeriod;
+}
+/** Default category / class edit: only the keys present are saved (null clears the default). */
+export interface CustomerSummaryDetailChanges {
+    accountId?: ID | null;
+    accountingClassId?: ID | null;
+}
+export interface CustomerSummaryDetailState {
+    fetchState: FetchState;
+    saveState: FetchState;
+    customer?: CustomerSummary;
+    error?: ZeniAPIStatus;
+}
+export interface CustomerSummaryViewState {
+    customers: CustomerSummary[];
+    detailById: Record<ID, CustomerSummaryDetailState>;
+    fetchState: FetchState;
+    searchString: string;
+    selectedTabType: CustomerDetailTabType;
+    totalCount: number;
+    trendFilter: VendorSpendTrendFilterTabType;
+    uiState: CustomerSummaryListUIState;
+    allTransactionsTabData?: CustomerAllTransactionsTabData;
+    /** Customer the detail page UI state (filter, tab, transactions window) belongs to. */
+    detailCustomerId?: ID;
+    error?: ZeniAPIStatus;
+}

package/lib/view/customerSummaryView/customerSummaryViewState.js

@@ -0,0 +1,13 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.CUSTOMER_REVENUE_KEYS = void 0;
+exports.CUSTOMER_REVENUE_KEYS = [
+    'last_90_days_revenue',
+    'last_30_days_revenue',
+    'year_to_date_revenue',
+    'last_month_revenue',
+    'last_3_months_revenue',
+    'last_6_months_revenue',
+    'last_12_months_revenue',
+    'previous_year_revenue',
+];

package/lib/view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../rootStateTypes';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchAccountList } from '../../accountList/accountListReducer';
+import { fetchClassList } from '../../classList/classListReducer';
+import { fetchCustomerSummaryDetail, updateCustomerSummaryDetail, updateCustomerSummaryDetailFailure } from '../customerSummaryViewReducer';
+export type ActionType = ReturnType<typeof fetchAccountList> | ReturnType<typeof fetchClassList> | ReturnType<typeof fetchCustomerSummaryDetail> | ReturnType<typeof updateCustomerSummaryDetail> | ReturnType<typeof updateCustomerSummaryDetailFailure>;
+export declare const fetchCustomerSummaryDetailEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic.js

@@ -0,0 +1,34 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCustomerSummaryDetailEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const accountListReducer_1 = require("../../accountList/accountListReducer");
+const classListReducer_1 = require("../../classList/classListReducer");
+const customerSummaryViewReducer_1 = require("../customerSummaryViewReducer");
+const fetchCustomerSummaryDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(customerSummaryViewReducer_1.fetchCustomerSummaryDetail.match), (0, operators_1.mergeMap)(({ payload: customerId }) => {
+    // Category / class pickers on the detail page need the account and class lists.
+    const { accountListState, classListState } = state$.value;
+    const listActions = [];
+    const accountList = accountListState.byReportId.accountList;
+    if (!accountList.hasValidState() &&
+        accountList.fetchState !== 'In-Progress') {
+        listActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
+    }
+    if (!classListState.hasValidState() &&
+        classListState.fetchState !== 'In-Progress') {
+        listActions.push((0, classListReducer_1.fetchClassList)());
+    }
+    const customer$ = zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/customers/summary/${encodeURIComponent(customerId)}`)
+        .pipe((0, operators_1.map)((response) => {
+        const customer = response.data?.customers?.[0];
+        return (0, responsePayload_1.isSuccessResponse)(response) && customer != null
+            ? (0, customerSummaryViewReducer_1.updateCustomerSummaryDetail)(customerId, customer)
+            : (0, customerSummaryViewReducer_1.updateCustomerSummaryDetailFailure)(customerId, response.status);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, customerSummaryViewReducer_1.updateCustomerSummaryDetailFailure)(customerId, (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch customer summary REST API call errored out' +
+        JSON.stringify(error))))));
+    return (0, rxjs_1.concat)((0, rxjs_1.from)(listActions), customer$);
+}));
+exports.fetchCustomerSummaryDetailEpic = fetchCustomerSummaryDetailEpic;

package/lib/view/customerSummaryView/epic/fetchCustomerSummaryListEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../rootStateTypes';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchCustomerSummaryList, updateCustomerSummaryList, updateCustomerSummaryListFailure } from '../customerSummaryViewReducer';
+export type ActionType = ReturnType<typeof fetchCustomerSummaryList> | ReturnType<typeof updateCustomerSummaryList> | ReturnType<typeof updateCustomerSummaryListFailure>;
+export declare const fetchCustomerSummaryListEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/customerSummaryView/epic/fetchCustomerSummaryListEpic.js

@@ -0,0 +1,31 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCustomerSummaryListEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const customerSummaryViewReducer_1 = require("../customerSummaryViewReducer");
+const fetchCustomerSummaryListEpic = (actions$, state$, zeniAPI) => {
+    const fetch$ = actions$.pipe((0, operators_1.filter)(customerSummaryViewReducer_1.fetchCustomerSummaryList.match));
+    const fetchPage = (action) => {
+        const { keepExistingListItems, pageToken, searchString } = action.payload;
+        const { uiState } = state$.value.customerSummaryViewState;
+        const query = {
+            page_token: pageToken,
+            sort_by: uiState.sortKey,
+            sort_order: uiState.sortOrder === 'ascending' ? 'asc' : 'desc',
+            search_text: searchString,
+        };
+        return zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/customers/summary?query=${encodeURIComponent(JSON.stringify(query))}`)
+            .pipe((0, operators_1.map)((response) => (0, responsePayload_1.isSuccessResponse)(response)
+            ? (0, customerSummaryViewReducer_1.updateCustomerSummaryList)(response, keepExistingListItems)
+            : (0, customerSummaryViewReducer_1.updateCustomerSummaryListFailure)(response.status)), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, customerSummaryViewReducer_1.updateCustomerSummaryListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch customer summary list REST API call errored out' +
+            JSON.stringify(error))))));
+    };
+    // A new search / sort cancels whatever is in flight; a load-more is dropped while any page is in flight
+    // (the reducer ignores it too), so the in-flight page isn't restarted.
+    const loadMore$ = fetch$.pipe((0, operators_1.filter)(({ payload }) => payload.keepExistingListItems));
+    return fetch$.pipe((0, operators_1.filter)(({ payload }) => !payload.keepExistingListItems), (0, operators_1.map)((action) => loadMore$.pipe((0, operators_1.startWith)(action))), (0, operators_1.startWith)(loadMore$), (0, operators_1.switchMap)((fetches$) => fetches$.pipe((0, operators_1.exhaustMap)(fetchPage))));
+};
+exports.fetchCustomerSummaryListEpic = fetchCustomerSummaryListEpic;

package/lib/view/customerSummaryView/epic/saveCustomerSummaryDetailEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../rootStateTypes';
+import { ZeniAPI } from '../../../zeniAPI';
+import { saveCustomerSummaryDetail, updateCustomerSummaryDetail, updateCustomerSummarySaveState } from '../customerSummaryViewReducer';
+export type ActionType = ReturnType<typeof saveCustomerSummaryDetail> | ReturnType<typeof updateCustomerSummaryDetail> | ReturnType<typeof updateCustomerSummarySaveState> | ReturnType<typeof openSnackbar>;
+export declare const saveCustomerSummaryDetailEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/customerSummaryView/epic/saveCustomerSummaryDetailEpic.js

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.saveCustomerSummaryDetailEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const customerSummaryViewReducer_1 = require("../customerSummaryViewReducer");
+// Zeni-only edit of a customer's default category / class from the Customers tab.
+const saveCustomerSummaryDetailEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators_1.filter)(customerSummaryViewReducer_1.saveCustomerSummaryDetail.match), 
+// concatMap: quick successive saves resolve in order, so the latest one wins
+(0, operators_1.concatMap)(({ payload: { customerId, changes } }) => {
+    const failure = () => [
+        (0, customerSummaryViewReducer_1.updateCustomerSummarySaveState)(customerId, 'Error'),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'update_customer',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ];
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/customers/summary/${encodeURIComponent(customerId)}`, 
+    // Only the changed fields: an omitted one keeps its (possibly history-based) default
+    {
+        ...(changes.accountId !== undefined
+            ? { account_id: changes.accountId }
+            : {}),
+        ...(changes.accountingClassId !== undefined
+            ? { accounting_class_id: changes.accountingClassId }
+            : {}),
+    })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        const customer = response.data?.customers?.[0];
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || customer == null) {
+            return (0, rxjs_1.from)(failure());
+        }
+        return (0, rxjs_1.from)([
+            (0, customerSummaryViewReducer_1.updateCustomerSummaryDetail)(customerId, customer),
+            (0, customerSummaryViewReducer_1.updateCustomerSummarySaveState)(customerId, 'Completed'),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'update_customer',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.from)(failure())));
+}));
+exports.saveCustomerSummaryDetailEpic = saveCustomerSummaryDetailEpic;

package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js

@@ -29,9 +29,10 @@ const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => actions$.pipe
     }
     let fetchState;
     if (accountId != null) {
+        // Period bucket can be unhydrated during app-shell load.
         fetchState =
             accountReconciliationRecords[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
-                .reconciliationByAccountID[accountId].transactionFetchState
+                ?.reconciliationByAccountID[accountId]?.transactionFetchState
                 .fetchState;
     }
     else {