@zeniai/client-epic-state 5.3.4 → 5.3.6

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "create_transaction" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "auto_review_income_without_customer_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
+    messageSection: "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "update_customer" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "create_transaction" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "auto_review_income_without_customer_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts

@@ -12,8 +12,8 @@ import { CreateTransactionLocalData } from './createTransactionState';
  * 1. `line_detail_type` is snake_case. The PascalCase strings in the backend are Python
  *    constant NAMES; ZENI_LINE_DETAIL_TYPE_TO_QBO_LINE_DETAIL_TYPE_MAP converts them for the
  *    body the backend sends on to QuickBooks, never for ours.
- * 2. The reference number uses two different keys depending on the QBO entity. check and
- *    expense are Purchases and take `document_number`; everything else takes `document_id`.
+ * 2. Only the QBO Purchases (check, credit_card_credit) send a reference number, as
+ *    `document_number`. A journal entry sends none.
  */
 export interface CreateTransactionAccountPayload {
     qbo_id: ID;
@@ -51,8 +51,6 @@ export interface CreateTransactionRemitToAddressPayload {
 export interface CreateTransactionRequest extends Record<string, unknown> {
     transaction_date: string;
     transaction_type: string;
-    /** journal_entry reference number. */
-    document_id?: string;
     /** check / credit_card_credit reference number (QBO Purchase). */
     document_number?: string;
     from_account_id?: ID;

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.js

@@ -132,7 +132,6 @@ const prepareCreateTransactionPayload = (state, localData) => {
     if (transactionType === 'journal_entry') {
         return {
             ...base,
-            document_id: localData.documentId,
             lines,
         };
     }

package/lib/view/transactionDetail/createTransaction/createTransactionState.d.ts

@@ -54,8 +54,6 @@ export interface CreateTransactionLocalData {
     /** Empty for transfer, which has no lines at all. */
     lines: CreateTransactionLineLocalData[];
     transactionType: CreatableTransactionType;
-    /** journal_entry reference number. */
-    documentId?: string;
     /** check / credit_card_credit reference number. */
     documentNumber?: string;
     /** transfer */

package/lib/view/trend/fetchIncomeTrendEpic.d.ts

@@ -4,4 +4,4 @@ import { RootState } from '../../rootStateTypes';
 import { ZeniAPI } from '../../zeniAPI';
 import { fetchIncomeTrend, updateTrendFailure, updateTrendSuccess } from './trendReducer';
 export type ActionType = ReturnType<typeof fetchIncomeTrend> | ReturnType<typeof updateTrendSuccess> | ReturnType<typeof updateCustomerIncomeTrend> | ReturnType<typeof updateTrendFailure>;
-export declare const fetchIncomeTrendEpic: (actions$: ActionsObservable<ActionType>, _: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;
+export declare const fetchIncomeTrendEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;

package/lib/view/trend/fetchIncomeTrendEpic.js

@@ -3,17 +3,39 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.fetchIncomeTrendEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const timeframeTick_1 = require("../../commonStateTypes/timeframeTick");
+const customerIncomeTrendKey_1 = require("../../entity/customerIncome/customerIncomeTrendKey");
 const customerIncomeTrendReducer_1 = require("../../entity/customerIncome/customerIncomeTrendReducer");
 const responsePayload_1 = require("../../responsePayload");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const trendReducer_1 = require("./trendReducer");
-const fetchIncomeTrendEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators_1.filter)(trendReducer_1.fetchIncomeTrend.match), (0, operators_1.mergeMap)((action) => {
-    const { customerId, customerName } = action.payload;
+const fetchIncomeTrendEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(trendReducer_1.fetchIncomeTrend.match), 
+// switchMap: a late response for the previously selected customer must not land on the current one
+(0, operators_1.switchMap)((action) => {
+    const { customerId, customerName, dateRange } = action.payload;
+    // Customers tab: the trend for this exact range is already loaded (e.g. back from a transaction) ->
+    // just re-select it instead of re-running the live QBO report
+    const requestedPeriod = dateRange != null
+        ? {
+            startDate: (0, zeniDayJS_1.date)(dateRange.startDate),
+            endDate: (0, zeniDayJS_1.date)(dateRange.endDate),
+        }
+        : undefined;
+    if (requestedPeriod != null) {
+        const key = (0, customerIncomeTrendKey_1.getCustomerIncomeTrendKey)(customerId, (0, timeframeTick_1.toTimePeriod)(requestedPeriod));
+        if (state$.value.customerIncomeState.customerIncomeTrendByPeriod[key] !=
+            null) {
+            return (0, rxjs_1.of)((0, trendReducer_1.updateTrendSuccess)(requestedPeriod));
+        }
+    }
     const query = {
         entity_id: customerId,
         entity_type: 'customer',
         customer_id: customerId,
         customer_name: customerName,
+        ...(dateRange != null
+            ? { start_date: dateRange.startDate, end_date: dateRange.endDate }
+            : {}),
     };
     const getIncomeTrend$ = zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/reports/income_trend?query=${encodeURIComponent(JSON.stringify(query))}`)
@@ -23,7 +45,7 @@ const fetchIncomeTrendEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operato
                 id: customerId,
                 name: customerName,
             };
-            return (0, rxjs_1.from)(updateTrendActions(customer, response));
+            return (0, rxjs_1.from)(updateTrendActions(customer, response, requestedPeriod));
         }
         else {
             return (0, rxjs_1.of)((0, trendReducer_1.updateTrendFailure)(action.payload.customerId, response.status));
@@ -37,13 +59,14 @@ exports.fetchIncomeTrendEpic = fetchIncomeTrendEpic;
  *
  * @param customer
  * @param incomeResponse
+ * @param requestedPeriod stored under the requested range (not data_available_*) so the cache lookup hits
  * @returns actions for updating the trend
  */
-const updateTrendActions = (customer, incomeResponse) => {
+const updateTrendActions = (customer, incomeResponse, requestedPeriod) => {
     const updateActions = [];
     /* eslint-disable @typescript-eslint/no-non-null-assertion */
     /* eslint-disable @typescript-eslint/no-non-null-asserted-optional-chain */
-    const trendPeriod = {
+    const trendPeriod = requestedPeriod ?? {
         startDate: (0, zeniDayJS_1.date)(incomeResponse.data?.report.data_available_start_date),
         endDate: (0, zeniDayJS_1.date)(incomeResponse.data?.report.data_available_end_date),
     };

package/lib/view/trend/trendReducer.d.ts

@@ -6,9 +6,16 @@ export declare const fetchExpenseTrend: import("@reduxjs/toolkit").ActionCreator
     vendorId: string;
     vendorName: string;
     vendorZeniId: string;
-}, "trend/fetchExpenseTrend", never, never>, fetchIncomeTrend: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, customerName: string], {
+}, "trend/fetchExpenseTrend", never, never>, fetchIncomeTrend: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[customerId: string, customerName: string, dateRange?: {
+    endDate: string;
+    startDate: string;
+} | undefined], {
     customerId: string;
     customerName: string;
+    dateRange: {
+        endDate: string;
+        startDate: string;
+    } | undefined;
 }, "trend/fetchIncomeTrend", never, never>, updateTrendSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<TimeframeTick, "trend/updateTrendSuccess">, updateTrendFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[id: string, error: ZeniAPIStatus<Record<string, unknown>>], {
     id: string;
     error: ZeniAPIStatus<Record<string, unknown>>;

package/lib/view/trend/trendReducer.js

@@ -18,8 +18,10 @@ const trend = (0, toolkit_1.createSlice)({
     initialState: exports.initialTrendState,
     reducers: {
         fetchIncomeTrend: {
-            prepare(customerId, customerName) {
-                return { payload: { customerId, customerName } };
+            prepare(customerId, customerName, 
+            // ISO dates; omitted = the API default (last 8 months)
+            dateRange) {
+                return { payload: { customerId, customerName, dateRange } };
             },
             reducer(draft, action) {
                 draft.selectedEntity = Object.assign({}, {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.3.4",
+  "version": "5.3.6",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",