@zeniai/client-epic-state 5.3.5 → 5.3.6

package/lib/esm/reducer.js

@@ -116,6 +116,7 @@ import companyTaskManagerView, { initialState as initialCompanyTaskManagerViewSt
 import companyView, { initialState as initialCompanyViewState, } from './view/companyView/companyViewReducer';
 import createTransferEntry, { initialState as initialCreateTransferEntryState, } from './view/createTransferEntry/createTransferEntryReducer';
 import creditAgentView, { initialState as initialCreditAgentViewState, } from './view/creditAgentView/creditAgentViewReducer';
+import customerSummaryView, { initialState as initialCustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewReducer';
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
 import expenseAutomationView, { initialState as initialExpenseAutomationViewState, } from './view/expenseAutomationView/expenseAutomationViewReducer';
@@ -545,6 +546,7 @@ const initialViewsState = {
     vendorFirstReviewViewState: initialVendorFirstReviewViewState,
     vendorGlobalReviewViewState: initialVendorGlobalReviewViewState,
     vendorListState: initialVendorListState,
+    customerSummaryViewState: initialCustomerSummaryViewState,
     vendorFiling1099ListState: initialVendorFiling1099ListState,
     vendorFiling1099UploadDetailsState: initialVendorFiling1099UploadDetails,
     vendorsTabVendorViewState: initialVendorsTabVendorViewReducer,
@@ -833,6 +835,7 @@ const viewReducers = {
     vendorFirstReviewViewState: vendorFirstReviewView,
     vendorGlobalReviewViewState: vendorGlobalReviewView,
     vendorListState: vendorList,
+    customerSummaryViewState: customerSummaryView,
     vendorFiling1099ListState: vendorFiling1099List,
     vendorFiling1099UploadDetailsState: vendorFiling1099UploadDetails,
     vendorsTabVendorViewState: vendorsTabVendorView,

package/lib/esm/view/customerSummaryView/customerSummaryViewPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/customerSummaryView/customerSummaryViewReducer.js

@@ -0,0 +1,197 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { clearAll } from '../../rootActions';
+import { CUSTOMER_REVENUE_KEYS, } from './customerSummaryViewState';
+export const 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,
+};
+export 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(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,
+});
+const getDetail = (draft, customerId) => {
+    var _a;
+    return ((_a = draft.detailById)[customerId] ?? (_a[customerId] = {
+        fetchState: 'Not-Started',
+        saveState: 'Not-Started',
+    }));
+};
+const customerSummaryView = createSlice({
+    name: 'customerSummaryView',
+    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(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 = 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 = initialState.trendFilter;
+            draft.selectedTabType = initialState.selectedTabType;
+            draft.allTransactionsTabData = undefined;
+            Object.values(draft.detailById).forEach((detail) => {
+                detail.saveState = 'Not-Started';
+            });
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { fetchCustomerSummaryList, updateCustomerSummaryList, updateCustomerSummaryListFailure, updateCustomerSummarySortUiState, updateCustomerSummaryRevenueSelection, updateCustomerSummaryScrollYOffset, fetchCustomerSummaryDetail, updateCustomerSummaryDetail, updateCustomerSummaryDetailFailure, saveCustomerSummaryDetail, updateCustomerSummarySaveState, updateCustomerDetailSelectedTab, updateCustomerAllTransactionsTabData, updateCustomerTrendFilter, resetCustomerSummaryDetailUiState, } = customerSummaryView.actions;
+export default customerSummaryView.reducer;

package/lib/esm/view/customerSummaryView/customerSummaryViewSelector.js

@@ -0,0 +1,35 @@
+import { createSelector } from '@reduxjs/toolkit';
+import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
+import { getNestedAccountListHierarchy } from '../accountList/accountListSelector';
+import { getNestedClassListHierarchy } from '../classList/classListSelector';
+const isLoadingFetchState = (fetchState) => fetchState === 'Not-Started' || fetchState === 'In-Progress';
+const NOT_STARTED_DETAIL = {
+    fetchState: 'Not-Started',
+    saveState: 'Not-Started',
+};
+export const getCustomerSummaryList = (state) => state.customerSummaryViewState;
+export const getCustomerSummaryDetail = createSelector((state, customerId) => state.customerSummaryViewState.detailById[customerId], (state) => state.accountListState, (state) => state.classListState, getIsAccountingClassesEnabled, (detail, accountListState, classListState, isAccountingClassesEnabled) => ({
+    ...(detail ?? NOT_STARTED_DETAIL),
+    accountsHierarchyList: getNestedAccountListHierarchy(accountListState, 'accountList'),
+    classHierarchyList: getNestedClassListHierarchy(classListState),
+    isAccountingClassesEnabled,
+    isReferenceDataLoading: isLoadingFetchState(accountListState.byReportId.accountList.fetchState) ||
+        (isAccountingClassesEnabled &&
+            isLoadingFetchState(classListState.fetchState)),
+}));
+export const getCustomerSummarySelectedTabType = (state) => state.customerSummaryViewState.selectedTabType;
+export const getCustomerSummaryAllTransactionsTabData = (state) => state.customerSummaryViewState.allTransactionsTabData;
+export const getCustomerSummaryTrendFilter = (state) => state.customerSummaryViewState.trendFilter;
+// 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.
+export const isCustomersTabVisible = (roleMap) => [
+    'admin',
+    'bookkeeping_admin',
+    'bookkeeping_user',
+    'ap_analyst',
+    'controller',
+    'customer_success_manager',
+    'reviewer',
+    'tax_lead',
+    'preparer',
+].some((role) => roleMap?.[role] === true);

package/lib/esm/view/customerSummaryView/customerSummaryViewState.js

@@ -0,0 +1,10 @@
+export const 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/esm/view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic.js

@@ -0,0 +1,30 @@
+import { concat, from, of } from 'rxjs';
+import { catchError, filter, map, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAccountList } from '../../accountList/accountListReducer';
+import { fetchClassList } from '../../classList/classListReducer';
+import { fetchCustomerSummaryDetail, updateCustomerSummaryDetail, updateCustomerSummaryDetailFailure, } from '../customerSummaryViewReducer';
+export const fetchCustomerSummaryDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCustomerSummaryDetail.match), mergeMap(({ payload: customerId }) => {
+    // Category / class pickers on the detail page need the account and class lists.
+    const { accountListState, classListState } = state$.value;
+    const listActions = [];
+    const accountList = accountListState.byReportId.accountList;
+    if (!accountList.hasValidState() &&
+        accountList.fetchState !== 'In-Progress') {
+        listActions.push(fetchAccountList('accountList', true));
+    }
+    if (!classListState.hasValidState() &&
+        classListState.fetchState !== 'In-Progress') {
+        listActions.push(fetchClassList());
+    }
+    const customer$ = zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/customers/summary/${encodeURIComponent(customerId)}`)
+        .pipe(map((response) => {
+        const customer = response.data?.customers?.[0];
+        return isSuccessResponse(response) && customer != null
+            ? updateCustomerSummaryDetail(customerId, customer)
+            : updateCustomerSummaryDetailFailure(customerId, response.status);
+    }), catchError((error) => of(updateCustomerSummaryDetailFailure(customerId, createZeniAPIStatus('Unexpected Error', 'Fetch customer summary REST API call errored out' +
+        JSON.stringify(error))))));
+    return concat(from(listActions), customer$);
+}));

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

@@ -0,0 +1,27 @@
+import { of } from 'rxjs';
+import { catchError, exhaustMap, filter, map, startWith, switchMap, } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchCustomerSummaryList, updateCustomerSummaryList, updateCustomerSummaryListFailure, } from '../customerSummaryViewReducer';
+export const fetchCustomerSummaryListEpic = (actions$, state$, zeniAPI) => {
+    const fetch$ = actions$.pipe(filter(fetchCustomerSummaryList.match));
+    const fetchPage = (action) => {
+        const { keepExistingListItems, pageToken, searchString } = action.payload;
+        const { uiState } = state$.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(map((response) => isSuccessResponse(response)
+            ? updateCustomerSummaryList(response, keepExistingListItems)
+            : updateCustomerSummaryListFailure(response.status)), catchError((error) => of(updateCustomerSummaryListFailure(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$.pipe(filter(({ payload }) => payload.keepExistingListItems));
+    return fetch$.pipe(filter(({ payload }) => !payload.keepExistingListItems), map((action) => loadMore$.pipe(startWith(action))), startWith(loadMore$), switchMap((fetches$) => fetches$.pipe(exhaustMap(fetchPage))));
+};

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

@@ -0,0 +1,44 @@
+import { from } from 'rxjs';
+import { catchError, concatMap, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { isSuccessResponse } from '../../../responsePayload';
+import { saveCustomerSummaryDetail, updateCustomerSummaryDetail, updateCustomerSummarySaveState, } from '../customerSummaryViewReducer';
+// Zeni-only edit of a customer's default category / class from the Customers tab.
+export const saveCustomerSummaryDetailEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(saveCustomerSummaryDetail.match), 
+// concatMap: quick successive saves resolve in order, so the latest one wins
+concatMap(({ payload: { customerId, changes } }) => {
+    const failure = () => [
+        updateCustomerSummarySaveState(customerId, 'Error'),
+        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(mergeMap((response) => {
+        const customer = response.data?.customers?.[0];
+        if (!isSuccessResponse(response) || customer == null) {
+            return from(failure());
+        }
+        return from([
+            updateCustomerSummaryDetail(customerId, customer),
+            updateCustomerSummarySaveState(customerId, 'Completed'),
+            openSnackbar({
+                messageSection: 'update_customer',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), catchError(() => from(failure())));
+}));

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

@@ -26,9 +26,10 @@ export const fetchReconciliationViewEpic = (actions$, state$, zeniAPI) => action
     }
     let fetchState;
     if (accountId != null) {
+        // Period bucket can be unhydrated during app-shell load.
         fetchState =
             accountReconciliationRecords[toMonthYearPeriodId(selectedPeriod)]
-                .reconciliationByAccountID[accountId].transactionFetchState
+                ?.reconciliationByAccountID[accountId]?.transactionFetchState
                 .fetchState;
     }
     else {

package/lib/esm/view/trend/fetchIncomeTrendEpic.js

@@ -1,16 +1,38 @@
 import { concat, from, of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { toTimePeriod, } from '../../commonStateTypes/timeframeTick';
+import { getCustomerIncomeTrendKey } from '../../entity/customerIncome/customerIncomeTrendKey';
 import { updateCustomerIncomeTrend } from '../../entity/customerIncome/customerIncomeTrendReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { date as zeniDate } from '../../zeniDayJS';
 import { fetchIncomeTrend, updateTrendFailure, updateTrendSuccess, } from './trendReducer';
-export const fetchIncomeTrendEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchIncomeTrend.match), mergeMap((action) => {
-    const { customerId, customerName } = action.payload;
+export const fetchIncomeTrendEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchIncomeTrend.match), 
+// switchMap: a late response for the previously selected customer must not land on the current one
+switchMap((action) => {
+    const { customerId, customerName, dateRange } = action.payload;
+    // Customers tab: the trend for this exact range is already loaded (e.g. back from a transaction) ->
+    // just re-select it instead of re-running the live QBO report
+    const requestedPeriod = dateRange != null
+        ? {
+            startDate: zeniDate(dateRange.startDate),
+            endDate: zeniDate(dateRange.endDate),
+        }
+        : undefined;
+    if (requestedPeriod != null) {
+        const key = getCustomerIncomeTrendKey(customerId, toTimePeriod(requestedPeriod));
+        if (state$.value.customerIncomeState.customerIncomeTrendByPeriod[key] !=
+            null) {
+            return of(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))}`)
@@ -20,7 +42,7 @@ export const fetchIncomeTrendEpic = (actions$, _, zeniAPI) => actions$.pipe(filt
                 id: customerId,
                 name: customerName,
             };
-            return from(updateTrendActions(customer, response));
+            return from(updateTrendActions(customer, response, requestedPeriod));
         }
         else {
             return of(updateTrendFailure(action.payload.customerId, response.status));
@@ -33,13 +55,14 @@ export const fetchIncomeTrendEpic = (actions$, _, zeniAPI) => actions$.pipe(filt
  *
  * @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: zeniDate(incomeResponse.data?.report.data_available_start_date),
         endDate: zeniDate(incomeResponse.data?.report.data_available_end_date),
     };

package/lib/esm/view/trend/trendReducer.js

@@ -14,8 +14,10 @@ const trend = createSlice({
     initialState: 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/lib/index.d.ts

@@ -831,6 +831,7 @@ export { getTrendWithTransactions, TrendWithTransactionsView, getLatestTimeFrame
 export { fetchIncomeTrend, fetchExpenseTrend, clearTrendData };
 export { getTrendForEntity, TrendView, getCurrentFiscalQuarterDateRange };
 export { CustomerIncomeTrend };
+export type { CustomerIncomeTrendFilter } from './entity/customerIncome/customerIncomeTrend';
 export { VendorExpenseTrend, VendorExpenseState, VendorSpend };
 export { Entity, toEntityType, TransactionEntityType };
 export { fetchEntityAutoCompleteEpic };
@@ -1270,3 +1271,8 @@ export type { ExpenseAutomationActualMatchingMatchView } from './view/expenseAut
 export type { ActualMatchingMatch, ActualMatchingMatchKind, } from './entity/actualMatching/actualMatchingState';
 export type { ActualMatchingMatchId } from './entity/actualMatching/actualMatchingTypes';
 export type { DisplayCurrencyFallback } from './entity/actualMatching/actualMatchingPayload';
+export { fetchCustomerSummaryDetail, fetchCustomerSummaryList, resetCustomerSummaryDetailUiState, saveCustomerSummaryDetail, updateCustomerAllTransactionsTabData, updateCustomerDetailSelectedTab, updateCustomerSummaryRevenueSelection, updateCustomerSummaryScrollYOffset, updateCustomerSummarySortUiState, updateCustomerTrendFilter, } from './view/customerSummaryView/customerSummaryViewReducer';
+export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';
+export type { CustomerSummaryDetailView } from './view/customerSummaryView/customerSummaryViewSelector';
+export { CUSTOMER_REVENUE_KEYS } from './view/customerSummaryView/customerSummaryViewState';
+export type { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerRevenueKey, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummaryDetailState, CustomerSummarySortKey, CustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewState';

package/lib/index.js

@@ -86,7 +86,7 @@ exports.INVOICING_CUSTOMER_COLUMNS = exports.ALL_INVOICING_CUSTOMER_TAB_IDS = ex
 exports.fetchInvoicingCreditNoteListPage = exports.fetchInvoicingCreditNoteList = exports.fetchInvoicingCreditNoteCounts = exports.updateInvoicingCreditNotes = exports.removeInvoicingCreditNote = exports.getInvoicingTransactionDetail = exports.getInvoicingTransactionById = exports.fetchInvoicingTransactionDetail = exports.getInvoicingTransactionListView = exports.INVOICING_TRANSACTION_COLUMNS = exports.ALL_INVOICING_TRANSACTION_TAB_IDS = exports.ALL_INVOICING_TRANSACTION_SORT_KEYS = exports.updateInvoicingTransactionFilters = exports.setInvoicingTransactionActiveTab = exports.fetchInvoicingTransactionListPage = exports.fetchInvoicingTransactionList = exports.updateInvoicingTransactions = exports.removeInvoicingTransaction = exports.getInvoicingSubscriptionById = exports.fetchInvoicingSubscriptionDetailPage = exports.fetchInvoicingSubscriptionDetail = exports.getInvoicingSubscriptionListView = exports.INVOICING_SUBSCRIPTION_COLUMNS = exports.ALL_INVOICING_SUBSCRIPTION_TAB_IDS = exports.ALL_INVOICING_SUBSCRIPTION_SORT_KEYS = exports.updateInvoicingSubscriptionFilters = exports.setInvoicingSubscriptionActiveTab = exports.fetchInvoicingSubscriptionListPage = exports.fetchInvoicingSubscriptionList = exports.fetchInvoicingSubscriptionCounts = exports.updateInvoicingSubscriptions = exports.removeInvoicingSubscription = exports.resetPromotionalCreditAction = exports.submitAddPromotionalCredits = exports.getInvoicingSetupIntentFetchState = exports.getInvoicingSetupIntent = exports.getInvoicingSentPaymentLinkMagicUrl = exports.getInvoicingSentPaymentLinkEmail = exports.getInvoicingPlaidLinkToken = exports.getInvoicingPaymentMethodSaveState = exports.getInvoicingPaymentLinkSendState = exports.sendInvoicingPaymentLink = exports.saveInvoicingPaymentMethod = exports.resetInvoicingCustomerPaymentMethod = exports.fetchInvoicingPlaidLinkToken = exports.createInvoicingSetupIntent = exports.fetchInvoicingPaymentLinkEmailPreviewPage = exports.fetchInvoicingCustomerDetailPage = exports.fetchInvoicingCustomerDetail = exports.getInvoicingCustomerListView = void 0;
 exports.updateInvoicingCatalogItems = exports.removeInvoicingCatalogItem = exports.mergeInvoicingCatalogPricePoint = exports.getInvoicingDunningEmailPreview = exports.getInvoicingDunningCaseDetail = exports.getInvoicingDunningCaseById = exports.invalidateInvoicingDunningEmailPreview = exports.fetchInvoicingDunningEmailPreviewPage = exports.fetchInvoicingDunningCaseDetailPage = exports.fetchInvoicingDunningCaseDetail = exports.clearInvoicingDunningCaseDetailView = exports.getInvoicingDunningCaseListView = exports.INVOICING_DUNNING_CASE_COLUMNS = exports.ALL_INVOICING_DUNNING_CASE_TAB_IDS = exports.ALL_INVOICING_DUNNING_CASE_SORT_KEYS = exports.updateInvoicingDunningCaseFilters = exports.setInvoicingDunningCaseActiveTab = exports.fetchInvoicingDunningCaseListPage = exports.fetchInvoicingDunningCaseList = exports.fetchInvoicingDunningCaseCounts = exports.updateInvoicingDunningCases = exports.removeInvoicingDunningCase = exports.fetchInvoicingCouponDetail = exports.getInvoicingCouponById = exports.getInvoicingCouponListView = exports.getInvoicingCouponListNextCursor = exports.getInvoicingCouponListItems = exports.getInvoicingCouponListHasMore = exports.getInvoicingCouponListFilters = exports.getInvoicingCouponListFetchState = exports.getInvoicingCouponCounts = exports.INVOICING_COUPON_COLUMNS = exports.ALL_INVOICING_COUPON_TAB_IDS = exports.ALL_INVOICING_COUPON_SORT_KEYS = exports.updateInvoicingCouponFilters = exports.setInvoicingCouponActiveTab = exports.fetchInvoicingCouponListPage = exports.fetchInvoicingCouponList = exports.fetchInvoicingCouponCounts = exports.updateInvoicingCoupons = exports.removeInvoicingCoupon = exports.getInvoicingCreditNoteDetail = exports.getInvoicingCreditNoteById = exports.fetchInvoicingCreditNoteDetail = exports.getInvoicingCreditNoteListView = exports.INVOICING_CREDIT_NOTE_COLUMNS = exports.ALL_INVOICING_CREDIT_NOTE_TAB_IDS = exports.ALL_INVOICING_CREDIT_NOTE_SORT_KEYS = exports.updateInvoicingCreditNoteFilters = exports.setInvoicingCreditNoteActiveTab = void 0;
 exports.resetInvoicingConfigActionStates = exports.fetchInvoicingConfig = exports.enableInvoicing = exports.acceptInvoicingTerms = exports.toInvoicingQboCustomerMatchingMode = exports.toInvoicingNamedOptionsByKey = exports.getInvoicingQboAccountMappingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.getInvoicingQboView = exports.invoicingAccountsForQboAccountTypes = exports.startInvoicingQboBackfill = exports.retryInvoicingQboSyncTask = exports.fetchInvoicingQboSyncHealth = exports.fetchInvoicingQboConnection = exports.fetchInvoicingAccountingPickers = exports.isStripeConnectedFromSettings = exports.initialInvoicingBrandingFormLocalData = exports.entityToInvoicingBrandingFormLocalData = exports.INVOICING_BUSINESS_ADDRESS_TYPE = exports.invoicingQboSettingsLocalDataToPayload = exports.initialInvoicingQboSettingsLocalData = exports.entityToInvoicingQboSettingsLocalData = exports.getInvoicingSettingsView = exports.getInvoicingSettingsHubView = exports.getInvoicingSettingsFetchState = exports.getInvoicingSettings = exports.getInvoicingQboSettingsFormView = exports.getInvoicingBrandingFormView = exports.updateInvoicingSettings = exports.updateInvoicingQboSettingsDraft = exports.updateInvoicingBrandingFormDraft = exports.submitInvoicingQboSettings = exports.submitInvoicingBrandingForm = exports.saveInvoicingSettings = exports.resetSaveInvoicingSettings = exports.resetInvoicingQboSettingsDraft = exports.resetInvoicingBrandingFormDraft = exports.fetchInvoicingSettings = exports.disconnectInvoicingStripe = exports.connectInvoicingStripe = exports.getLowestInvoicingCatalogPricePointAmount = exports.getInvoicingCatalogItemById = exports.fetchInvoicingCatalogItemDetail = exports.getInvoicingCatalogListView = exports.updateInvoicingCatalogProductFilters = exports.updateInvoicingCatalogPlanFilters = exports.fetchInvoicingCatalogProductList = exports.fetchInvoicingCatalogPlanList = exports.fetchInvoicingCatalogListPage = exports.fetchInvoicingCatalogCounts = void 0;
-exports.isPendingReviewAccrual = exports.isManuallyReversedAccrual = exports.isAutoReversedAccrual = exports.getExpenseAutomationActualMatchingView = exports.getExpenseAutomationActualMatchingMatchView = exports.parseActualMatchingMatchId = exports.getCloseMatchAfterUndoMatchId = exports.getCloseMatchAfterUndo = exports.getCloseMatchAfterIgnoreMatchId = exports.getActualMatchingMatchModalConfirmStatus = exports.getActualMatchingReversalDate = exports.getActualMatchingAmount = exports.isPendingReviewRow = exports.isRenderableOneTimeAccrual = exports.isOneTimeAccrualRow = exports.isExistingTabRow = exports.isAiAccountantSchedule = exports.isAccruedScheduleRow = exports.getJEScheduleRowType = exports.getExpenseAutomationJEOneTimeAccrualDetailView = exports.getInvoicingOnboardingGateView = exports.getInvoicingConfigView = exports.updateInvoicingConfig = void 0;
+exports.CUSTOMER_REVENUE_KEYS = exports.isCustomersTabVisible = exports.getCustomerSummaryTrendFilter = exports.getCustomerSummarySelectedTabType = exports.getCustomerSummaryList = exports.getCustomerSummaryDetail = exports.getCustomerSummaryAllTransactionsTabData = exports.updateCustomerTrendFilter = exports.updateCustomerSummarySortUiState = exports.updateCustomerSummaryScrollYOffset = exports.updateCustomerSummaryRevenueSelection = exports.updateCustomerDetailSelectedTab = exports.updateCustomerAllTransactionsTabData = exports.saveCustomerSummaryDetail = exports.resetCustomerSummaryDetailUiState = exports.fetchCustomerSummaryList = exports.fetchCustomerSummaryDetail = exports.isPendingReviewAccrual = exports.isManuallyReversedAccrual = exports.isAutoReversedAccrual = exports.getExpenseAutomationActualMatchingView = exports.getExpenseAutomationActualMatchingMatchView = exports.parseActualMatchingMatchId = exports.getCloseMatchAfterUndoMatchId = exports.getCloseMatchAfterUndo = exports.getCloseMatchAfterIgnoreMatchId = exports.getActualMatchingMatchModalConfirmStatus = exports.getActualMatchingReversalDate = exports.getActualMatchingAmount = exports.isPendingReviewRow = exports.isRenderableOneTimeAccrual = exports.isOneTimeAccrualRow = exports.isExistingTabRow = exports.isAiAccountantSchedule = exports.isAccruedScheduleRow = exports.getJEScheduleRowType = exports.getExpenseAutomationJEOneTimeAccrualDetailView = exports.getInvoicingOnboardingGateView = exports.getInvoicingConfigView = exports.updateInvoicingConfig = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -3282,3 +3282,23 @@ Object.defineProperty(exports, "getExpenseAutomationActualMatchingView", { enume
 Object.defineProperty(exports, "isAutoReversedAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isAutoReversedAccrual; } });
 Object.defineProperty(exports, "isManuallyReversedAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isManuallyReversedAccrual; } });
 Object.defineProperty(exports, "isPendingReviewAccrual", { enumerable: true, get: function () { return actualMatchingViewSelector_1.isPendingReviewAccrual; } });
+var customerSummaryViewReducer_1 = require("./view/customerSummaryView/customerSummaryViewReducer");
+Object.defineProperty(exports, "fetchCustomerSummaryDetail", { enumerable: true, get: function () { return customerSummaryViewReducer_1.fetchCustomerSummaryDetail; } });
+Object.defineProperty(exports, "fetchCustomerSummaryList", { enumerable: true, get: function () { return customerSummaryViewReducer_1.fetchCustomerSummaryList; } });
+Object.defineProperty(exports, "resetCustomerSummaryDetailUiState", { enumerable: true, get: function () { return customerSummaryViewReducer_1.resetCustomerSummaryDetailUiState; } });
+Object.defineProperty(exports, "saveCustomerSummaryDetail", { enumerable: true, get: function () { return customerSummaryViewReducer_1.saveCustomerSummaryDetail; } });
+Object.defineProperty(exports, "updateCustomerAllTransactionsTabData", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerAllTransactionsTabData; } });
+Object.defineProperty(exports, "updateCustomerDetailSelectedTab", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerDetailSelectedTab; } });
+Object.defineProperty(exports, "updateCustomerSummaryRevenueSelection", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerSummaryRevenueSelection; } });
+Object.defineProperty(exports, "updateCustomerSummaryScrollYOffset", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerSummaryScrollYOffset; } });
+Object.defineProperty(exports, "updateCustomerSummarySortUiState", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerSummarySortUiState; } });
+Object.defineProperty(exports, "updateCustomerTrendFilter", { enumerable: true, get: function () { return customerSummaryViewReducer_1.updateCustomerTrendFilter; } });
+var customerSummaryViewSelector_1 = require("./view/customerSummaryView/customerSummaryViewSelector");
+Object.defineProperty(exports, "getCustomerSummaryAllTransactionsTabData", { enumerable: true, get: function () { return customerSummaryViewSelector_1.getCustomerSummaryAllTransactionsTabData; } });
+Object.defineProperty(exports, "getCustomerSummaryDetail", { enumerable: true, get: function () { return customerSummaryViewSelector_1.getCustomerSummaryDetail; } });
+Object.defineProperty(exports, "getCustomerSummaryList", { enumerable: true, get: function () { return customerSummaryViewSelector_1.getCustomerSummaryList; } });
+Object.defineProperty(exports, "getCustomerSummarySelectedTabType", { enumerable: true, get: function () { return customerSummaryViewSelector_1.getCustomerSummarySelectedTabType; } });
+Object.defineProperty(exports, "getCustomerSummaryTrendFilter", { enumerable: true, get: function () { return customerSummaryViewSelector_1.getCustomerSummaryTrendFilter; } });
+Object.defineProperty(exports, "isCustomersTabVisible", { enumerable: true, get: function () { return customerSummaryViewSelector_1.isCustomersTabVisible; } });
+var customerSummaryViewState_1 = require("./view/customerSummaryView/customerSummaryViewState");
+Object.defineProperty(exports, "CUSTOMER_REVENUE_KEYS", { enumerable: true, get: function () { return customerSummaryViewState_1.CUSTOMER_REVENUE_KEYS; } });

package/lib/reducer.d.ts

@@ -188,6 +188,7 @@ declare const reducers: import("redux").Reducer<import("redux").CombinedState<{
     vendorFirstReviewViewState: import("./view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewState").VendorFirstReviewViewState;
     vendorGlobalReviewViewState: import(".").VendorGlobalReviewViewState;
     vendorListState: import("./view/vendorList/vendorListState").VendorListState;
+    customerSummaryViewState: import(".").CustomerSummaryViewState;
     vendorFiling1099ListState: import("./view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState").VendorFiling1099ListState;
     vendorFiling1099UploadDetailsState: import(".").VendorFiling1099UploadDetailsState;
     vendorsTabVendorViewState: import("./view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewState").VendorsTabVendorViewState;

package/lib/reducer.js

@@ -155,6 +155,7 @@ const companyTaskManagerViewReducer_1 = __importStar(require("./view/companyTask
 const companyViewReducer_1 = __importStar(require("./view/companyView/companyViewReducer"));
 const createTransferEntryReducer_1 = __importStar(require("./view/createTransferEntry/createTransferEntryReducer"));
 const creditAgentViewReducer_1 = __importStar(require("./view/creditAgentView/creditAgentViewReducer"));
+const customerSummaryViewReducer_1 = __importStar(require("./view/customerSummaryView/customerSummaryViewReducer"));
 const dashboardReducer_1 = __importStar(require("./view/dashboard/dashboardReducer"));
 const dashboardLayoutReducer_1 = __importStar(require("./view/dashboardLayout/dashboardLayoutReducer"));
 const expenseAutomationViewReducer_1 = __importStar(require("./view/expenseAutomationView/expenseAutomationViewReducer"));
@@ -584,6 +585,7 @@ const initialViewsState = {
     vendorFirstReviewViewState: vendorFirstReviewViewReducer_1.initialState,
     vendorGlobalReviewViewState: vendorGlobalReviewViewReducer_1.initialState,
     vendorListState: vendorListReducer_1.initialState,
+    customerSummaryViewState: customerSummaryViewReducer_1.initialState,
     vendorFiling1099ListState: vendorFiling1099ListReducer_1.initialState,
     vendorFiling1099UploadDetailsState: vendorFiling1099UploadDetailsReducer_1.initialState,
     vendorsTabVendorViewState: vendorsTabVendorViewReducer_1.initialState,
@@ -872,6 +874,7 @@ const viewReducers = {
     vendorFirstReviewViewState: vendorFirstReviewViewReducer_1.default,
     vendorGlobalReviewViewState: vendorGlobalReviewViewReducer_1.default,
     vendorListState: vendorListReducer_1.default,
+    customerSummaryViewState: customerSummaryViewReducer_1.default,
     vendorFiling1099ListState: vendorFiling1099ListReducer_1.default,
     vendorFiling1099UploadDetailsState: vendorFiling1099UploadDetailsReducer_1.default,
     vendorsTabVendorViewState: vendorsTabVendorViewReducer_1.default,

package/lib/rootStateTypes.d.ts

@@ -114,6 +114,7 @@ import { CompanyTaskManagerViewState } from './view/companyTaskManagerView/compa
 import { CompanyViewState } from './view/companyView/companyViewState';
 import { CreateTransferEntryState } from './view/createTransferEntry/createTransferEntryState';
 import { CreditAgentViewState } from './view/creditAgentView/creditAgentViewState';
+import { CustomerSummaryViewState } from './view/customerSummaryView/customerSummaryViewState';
 import { DashboardState } from './view/dashboard/dashboardState';
 import { DashboardLayoutState } from './view/dashboardLayout/dashboardLayoutState';
 import { ExpenseAutomationViewState } from './view/expenseAutomationView/expenseAutomationViewState';
@@ -413,6 +414,7 @@ export type ViewsState = {
     createTransferEntryState: CreateTransferEntryState;
     creditAgentEntityState: CreditAgentEntityState;
     creditAgentViewState: CreditAgentViewState;
+    customerSummaryViewState: CustomerSummaryViewState;
     dashboardLayoutState: DashboardLayoutState;
     dashboardState: DashboardState;
     depositAccountListState: DepositAccountListState;

package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts

@@ -36,8 +36,8 @@ export declare const fetchVendorsTabVendorDetails: import("@reduxjs/toolkit").Ac
 }, "vendorsTabVendorView/fetchVendorsTabVendorDetailPageView", never, never>, updateVendorsTabVendorAllTransactionsTabData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     numberOfQuartersFetched: number;
     timePeriod: TimePeriod;
-}, "vendorsTabVendorView/updateVendorsTabVendorAllTransactionsTabData">, resetSelectedTabType: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"vendorsTabVendorView/resetSelectedTabType">, updateSelectedTabType: import("@reduxjs/toolkit").ActionCreatorWithPayload<"spend_transactions" | "all_transactions", "vendorsTabVendorView/updateSelectedTabType">, updateVendorSpendTrendFilterTabValue: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[vendorSpendTrendfilterTabValue: "last_month" | "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year"], {
-    vendorSpendTrendfilterTabValue: "last_month" | "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year";
+}, "vendorsTabVendorView/updateVendorsTabVendorAllTransactionsTabData">, resetSelectedTabType: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"vendorsTabVendorView/resetSelectedTabType">, updateSelectedTabType: import("@reduxjs/toolkit").ActionCreatorWithPayload<"spend_transactions" | "all_transactions", "vendorsTabVendorView/updateSelectedTabType">, updateVendorSpendTrendFilterTabValue: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[vendorSpendTrendfilterTabValue: "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_month" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year"], {
+    vendorSpendTrendfilterTabValue: "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_month" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year";
 }, "vendorsTabVendorView/updateVendorSpendTrendFilterTabValue", never, never>, resetVendorsTabVendorAllTransactionsTabData: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"vendorsTabVendorView/resetVendorsTabVendorAllTransactionsTabData">, updateContactsInVendorTabDetailLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     vendorId: ID;
     localData?: Partial<VendorsTabVendorDetailLocalData>;