@zeniai/client-epic-state 5.3.5 → 5.3.7-betaRD0

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

@@ -175,7 +175,7 @@ import { Filing1099TinType } from './entity/vendor/vendorType';
 import { VendorExpenseState, VendorSpend } from './entity/vendorExpense/vendorExpenseState';
 import { VendorExpenseTrend } from './entity/vendorExpense/vendorExpenseTrend';
 import { ExternalAPIEndpoints } from './externalAPI';
-import initialize, { ZeniStore, disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, updateZeniAPIClientConfig, zeniAPIClientConfig } from './init';
+import initialize, { ZeniStore, disconnectPusher, initializePusher, initializeWithNewStore, injectFeatureEpics, injectFeatureModules, setSessionEndpointsLoader, updateZeniAPIClientConfig, updateZeniAPIEndpoints, zeniAPIClientConfig } from './init';
 import { ZeniAPIStatus, isAccessDeniedError, isInvalidSessionError, isSuccessResponse } from './responsePayload';
 import { clearAll } from './rootActions';
 import { RootState } from './rootStateTypes';
@@ -722,7 +722,7 @@ export type { CreditAgentFocusFilter, CreditAgentSortDir, CreditAgentSortKey, Cr
 export { AccountSettingsLocalData };
 export { saveJeAccountSettings, saveJeAccountSettingsLocalData };
 export default initialize;
-export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
+export { initializePusher, disconnectPusher, Dayjs, ZeniDate, dateInLocal as zeniDateInLocal, date as zeniDate, dateLocal, dateNow, getBusinessDayOfDate, formatZeniDateFY as formatZeniDate, getFYMonths, getFYQuarterAndYear, getStartOfAndEndOfTimeframeForFY, getActualPeriodOfFYQtr, getActualPeriodOfFY, getLocalTimezone, addPeriod, subtractPeriod, setLocalTimezone, updateZeniDateLocaleID, ZeniUrl, toZeniUrl, toZeniUrlWithoutBaseURL, RESTAPIEndpoints, RootState, updateZeniAPIClientConfig, updateZeniAPIEndpoints, setSessionEndpointsLoader, zeniAPIClientConfig, injectFeatureEpics, injectFeatureModules, initializeWithNewStore, ZeniStore, ZeniAPIStatus, getTimeframeTickTag, TimeFrameTickTag, isIncompleteMonthPresentInTimeframeTick, getLastMonthOfFYQuarter, getLastMonthOfFYYear, getMonthIndex, dateFromYearMonthDate, getMinDate, ExternalAPIEndpoints, };
 export { ID, FetchState, FetchStateAndError, FetchedState, UpdateType, Mode, AccountViewMode, CompletionStatusType, };
 export { Amount, toAmount, Currency };
 export { View, SelectorView, Report, ReportID, toReportID, ReportIDPlusForecastID, SelectorReport, ReportFormat, toReportFormatStrict, isCashFlowOrBalanceSheetReport, isBalanceSheetReport, isBalanceSheetClassesViewReport, isBalanceSheetProjectViewReport, isCashFlowClassesViewReport, isCashFlowProjectViewReport, isCashFlowReport, isGroupedCashFlowReport, isGroupedBalanceSheetReport, isDashboardReport, isDashboardClassesViewReport, isDashboardProjectViewReport, isPAndLReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isAgingReport, isOpExByVendorReport, isFluxAnalysisOpExReport, PageToken, };
@@ -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 };
@@ -1269,4 +1270,10 @@ export { getActualMatchingAmount, getActualMatchingReversalDate, getActualMatchi
 export type { ExpenseAutomationActualMatchingMatchView } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
 export type { ActualMatchingMatch, ActualMatchingMatchKind, } from './entity/actualMatching/actualMatchingState';
 export type { ActualMatchingMatchId } from './entity/actualMatching/actualMatchingTypes';
+export type { SessionEndpointsLoader } from './sessionEndpointsLoader';
 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';