@layerfi/components 0.1.92-alpha.3 → 0.1.93-alpha

package/dist/index.d.ts

@@ -36,6 +36,11 @@ declare module '@layerfi/components/api/layer/balance_sheet' {
   } | undefined) => () => Promise<{
       data: S3PresignedUrl;
   }>;
+  export const getBalanceSheetExcel: (baseUrl: string, accessToken: string | undefined, options?: {
+      params?: GetBalanceSheetParams | undefined;
+  } | undefined) => () => Promise<{
+      data: S3PresignedUrl;
+  }>;
   export {};
 
 }
@@ -85,7 +90,7 @@ declare module '@layerfi/components/api/layer/bankTransactions' {
       data: BankTransactionMatch;
       errors: unknown;
   }>;
-  export interface GetBankTransactionsCsvParams extends Record<string, string | undefined> {
+  export interface GetBankTransactionsExportParams extends Record<string, string | undefined> {
       businessId: string;
       startDate?: string;
       endDate?: string;
@@ -100,6 +105,12 @@ declare module '@layerfi/components/api/layer/bankTransactions' {
       data?: S3PresignedUrl;
       error?: unknown;
   }>;
+  export const getBankTransactionsExcel: (baseUrl: string, accessToken: string | undefined, options?: {
+      params?: Record<string, string | undefined> | undefined;
+  } | undefined) => () => Promise<{
+      data?: S3PresignedUrl;
+      error?: unknown;
+  }>;
   export const getBankTransactionMetadata: (baseUrl: string, accessToken: string | undefined, options?: {
       params?: Record<string, string | undefined> | undefined;
   } | undefined) => () => Promise<{
@@ -482,6 +493,10 @@ declare module '@layerfi/components/api/layer/profit_and_loss' {
       data?: S3PresignedUrl;
       error?: unknown;
   }>;
+  export const getProfitAndLossExcel: (apiUrl: string, accessToken: string | undefined, params: GetProfitAndLossCsvParams) => () => Promise<{
+      data?: S3PresignedUrl;
+      error?: unknown;
+  }>;
   export const profitAndLossComparisonCsv: (baseUrl: string, accessToken: string | undefined, options?: {
       params?: Record<string, string | undefined> | undefined;
       body?: Record<string, unknown> | undefined;
@@ -562,33 +577,50 @@ declare module '@layerfi/components/api/layer/statement-of-cash-flow' {
 declare module '@layerfi/components/api/layer/tasks' {
   import { FileMetadata } from '@layerfi/components/types/file_upload';
   import { RawTask } from '@layerfi/components/types/tasks';
-  export const submitResponseToTask: (baseUrl: string, accessToken: string | undefined, options?: {
-      params?: Record<string, string | undefined> | undefined;
-      body?: Record<string, unknown> | undefined;
+  type SubmitUserResponseForTaskBody = {
+      type: 'FreeResponse';
+      user_response: string;
+  };
+  export const submitUserResponseForTask: (baseUrl: string, accessToken: string | undefined, options?: {
+      params?: {
+          businessId: string;
+          taskId: string;
+      } | undefined;
+      body?: SubmitUserResponseForTaskBody | undefined;
   } | undefined) => Promise<{
       data: RawTask;
   }>;
-  export const updateUploadDocumentTaskDescription: (baseUrl: string, accessToken: string | undefined, options?: {
-      params?: Record<string, string | undefined> | undefined;
-      body?: Record<string, unknown> | undefined;
+  type UpdateTaskUploadsDescriptionBody = {
+      type: 'FreeResponse';
+      user_response: string;
+  };
+  export const updateTaskUploadsDescription: (baseUrl: string, accessToken: string | undefined, options?: {
+      params?: {
+          businessId: string;
+          taskId: string;
+      } | undefined;
+      body?: UpdateTaskUploadsDescriptionBody | undefined;
   } | undefined) => Promise<{
       data: RawTask;
   }>;
-  export const deleteTaskUploads: (baseUrl: string, accessToken: string | undefined, options?: {
-      params?: Record<string, string | undefined> | undefined;
-      body?: Record<string, unknown> | undefined;
+  export const deleteUploadsOnTask: (baseUrl: string, accessToken: string | undefined, options?: {
+      params?: {
+          businessId: string;
+          taskId: string;
+      } | undefined;
+      body?: Record<string, never> | undefined;
   } | undefined) => Promise<{
       data: RawTask;
   }>;
-  export const completeTaskWithUpload: (baseUrl: string, accessToken?: string) => ({ businessId, taskId, files, description, }: {
+  export function completeTaskWithUpload(baseUrl: string, accessToken: string, { businessId, taskId, files, description, }: {
       businessId: string;
       taskId: string;
-      files: File[];
+      files: ReadonlyArray<File>;
       description?: string;
-  }) => Promise<{
+  }): Promise<{
       data: FileMetadata;
-      errors: unknown;
   }>;
+  export {};
 
 }
 declare module '@layerfi/components/api/layer/vendors' {
@@ -644,12 +676,34 @@ declare module '@layerfi/components/api/layer' {
       } | undefined) => () => Promise<{
           data: import("@layerfi/components/types").BalanceSheet;
       }>;
+      getBalanceSheetCSV: (baseUrl: string, accessToken: string | undefined, options?: {
+          params?: {
+              businessId: string;
+              effectiveDate: Date;
+          } | undefined;
+      } | undefined) => () => Promise<{
+          data: import("@layerfi/components/types/general").S3PresignedUrl;
+      }>;
+      getBalanceSheetExcel: (baseUrl: string, accessToken: string | undefined, options?: {
+          params?: {
+              businessId: string;
+              effectiveDate: Date;
+          } | undefined;
+      } | undefined) => () => Promise<{
+          data: import("@layerfi/components/types/general").S3PresignedUrl;
+      }>;
       getBankTransactionsCsv: (baseUrl: string, accessToken: string | undefined, options?: {
           params?: Record<string, string | undefined> | undefined;
       } | undefined) => () => Promise<{
           data?: import("@layerfi/components/types/general").S3PresignedUrl;
           error?: unknown;
       }>;
+      getBankTransactionsExcel: (baseUrl: string, accessToken: string | undefined, options?: {
+          params?: Record<string, string | undefined> | undefined;
+      } | undefined) => () => Promise<{
+          data?: import("@layerfi/components/types/general").S3PresignedUrl;
+          error?: unknown;
+      }>;
       getBankTransactionMetadata: (baseUrl: string, accessToken: string | undefined, options?: {
           params?: Record<string, string | undefined> | undefined;
       } | undefined) => () => Promise<{
@@ -786,6 +840,21 @@ declare module '@layerfi/components/api/layer' {
           data?: import("@layerfi/components/types/general").S3PresignedUrl;
           error?: unknown;
       }>;
+      getProfitAndLossExcel: (apiUrl: string, accessToken: string | undefined, params: {
+          businessId: string;
+          startDate?: Date;
+          endDate?: Date;
+          month?: string;
+          year?: string;
+          tagKey?: string;
+          tagValues?: string;
+          reportingBasis?: string;
+      } & {
+          moneyFormat?: string;
+      }) => () => Promise<{
+          data?: import("@layerfi/components/types/general").S3PresignedUrl;
+          error?: unknown;
+      }>;
       getLinkedAccounts: (baseUrl: string, accessToken: string | undefined, options?: {
           params?: {
               businessId: string;
@@ -903,33 +972,6 @@ declare module '@layerfi/components/api/layer' {
               is_duplicate: boolean;
           }> & {}) | undefined;
       } | undefined) => Promise<never>;
-      completeTaskWithUpload: (baseUrl: string, accessToken?: string) => ({ businessId, taskId, files, description, }: {
-          businessId: string;
-          taskId: string;
-          files: File[];
-          description?: string;
-      }) => Promise<{
-          data: import("@layerfi/components/types/file_upload").FileMetadata;
-          errors: unknown;
-      }>;
-      submitResponseToTask: (baseUrl: string, accessToken: string | undefined, options?: {
-          params?: Record<string, string | undefined> | undefined;
-          body?: Record<string, unknown> | undefined;
-      } | undefined) => Promise<{
-          data: import("@layerfi/components/types/tasks").RawTask;
-      }>;
-      deleteTaskUploads: (baseUrl: string, accessToken: string | undefined, options?: {
-          params?: Record<string, string | undefined> | undefined;
-          body?: Record<string, unknown> | undefined;
-      } | undefined) => Promise<{
-          data: import("@layerfi/components/types/tasks").RawTask;
-      }>;
-      updateUploadDocumentTaskDescription: (baseUrl: string, accessToken: string | undefined, options?: {
-          params?: Record<string, string | undefined> | undefined;
-          body?: Record<string, unknown> | undefined;
-      } | undefined) => Promise<{
-          data: import("@layerfi/components/types/tasks").RawTask;
-      }>;
       breakPlaidItemConnection: (baseUrl: string, accessToken: string | undefined, options?: {
           params?: {
               businessId: string;
@@ -1106,18 +1148,16 @@ declare module '@layerfi/components/components/BalanceSheet/BalanceSheet' {
   export interface BalanceSheetStringOverrides {
       balanceSheetTable?: BalanceSheetTableStringOverrides;
   }
-  export type BalanceSheetViewProps = PropsWithChildren & {
+  export type BalanceSheetViewProps = PropsWithChildren<{
       withExpandAllButton?: boolean;
       asWidget?: boolean;
       stringOverrides?: BalanceSheetStringOverrides;
-      onViewBookkeepingTasks?: () => void;
-  };
-  export type BalanceSheetProps = PropsWithChildren & {
+  }>;
+  export type BalanceSheetProps = PropsWithChildren<{
       effectiveDate?: Date;
       asWidget?: boolean;
       stringOverrides?: BalanceSheetStringOverrides;
-      onViewBookkeepingTasks?: () => void;
-  };
+  }>;
   export const BalanceSheet: (props: BalanceSheetProps) => import("react/jsx-runtime").JSX.Element;
 
 }
@@ -1671,22 +1711,22 @@ declare module '@layerfi/components/components/BankTransactionsTable/index' {
 declare module '@layerfi/components/components/BookkeepingStatus/BookkeepingStatus' {
   import { BookkeepingPeriodStatus } from '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeriods';
   type BookkeepingStatusProps = {
-      month?: number;
+      monthNumber?: number;
       status?: BookkeepingPeriodStatus;
       iconOnly?: boolean;
   };
-  export const BookkeepingStatus: ({ status, month, iconOnly }: BookkeepingStatusProps) => import("react/jsx-runtime").JSX.Element | undefined;
+  export const BookkeepingStatus: ({ status, monthNumber, iconOnly }: BookkeepingStatusProps) => import("react/jsx-runtime").JSX.Element | undefined;
   export {};
 
 }
 declare module '@layerfi/components/components/BookkeepingStatus/BookkeepingStatusDescription' {
   import { BookkeepingPeriodStatus } from '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeriods';
   type BookkeepingStatusDescriptionProps = {
-      month: number;
+      monthNumber: number;
       status: BookkeepingPeriodStatus;
       incompleteTasksCount: number;
   };
-  export const BookkeepingStatusDescription: ({ month, status, incompleteTasksCount }: BookkeepingStatusDescriptionProps) => import("react/jsx-runtime").JSX.Element | null;
+  export const BookkeepingStatusDescription: ({ monthNumber, status, incompleteTasksCount }: BookkeepingStatusDescriptionProps) => import("react/jsx-runtime").JSX.Element | null;
   export {};
 
 }
@@ -1697,15 +1737,6 @@ declare module '@layerfi/components/components/BookkeepingStatus/BookkeepingStat
   export const BookkeepingStatusPanelNotification: ({ onClick }: BookkeepingStatusPanelNotificationProps) => import("react/jsx-runtime").JSX.Element | null;
   export {};
 
-}
-declare module '@layerfi/components/components/BookkeepingStatus/BookkeepingStatusReportRow' {
-  type BookkeepingStatusReportRowProps = {
-      currentDate: Date;
-      onViewBookkeepingTasks?: () => void;
-  };
-  export const BookkeepingStatusReportRow: ({ currentDate, onViewBookkeepingTasks }: BookkeepingStatusReportRowProps) => import("react/jsx-runtime").JSX.Element | null;
-  export {};
-
 }
 declare module '@layerfi/components/components/BookkeepingStatus/utils' {
   import { ReactNode } from 'react';
@@ -1719,10 +1750,10 @@ declare module '@layerfi/components/components/BookkeepingStatus/utils' {
   };
   type BookkeepingStatusConfigOptions = {
       status: BookkeepingPeriodStatus;
-      month: number;
+      monthNumber: number;
       incompleteTasksCount?: number;
   };
-  export function getBookkeepingStatusConfig({ status, month, incompleteTasksCount, }: BookkeepingStatusConfigOptions): InternalStatusConfig | undefined;
+  export function getBookkeepingStatusConfig({ status, monthNumber, incompleteTasksCount, }: BookkeepingStatusConfigOptions): InternalStatusConfig | undefined;
   export {};
 
 }
@@ -3474,7 +3505,7 @@ declare module '@layerfi/components/components/ProfitAndLoss/ProfitAndLoss' {
           stringOverrides?: import("@layerfi/components/components/ProfitAndLossDetailedCharts/ProfitAndLossDetailedCharts").ProfitAndLossDetailedChartsStringOverrides;
       }) => import("react/jsx-runtime").JSX.Element;
       Header: ({ text, className, headingClassName, withDatePicker, withStatus, }: import("@layerfi/components/components/ProfitAndLossHeader/ProfitAndLossHeader").ProfitAndLossHeaderProps) => import("react/jsx-runtime").JSX.Element;
-      Report: ({ stringOverrides, allowedDatePickerModes, datePickerMode, defaultDatePickerMode, customDateRanges, csvMoneyFormat, parentRef, view, onViewBookkeepingTasks, }: import("@layerfi/components/components/ProfitAndLossReport/ProfitAndLossReport").ProfitAndLossReportProps) => import("react/jsx-runtime").JSX.Element;
+      Report: ({ stringOverrides, allowedDatePickerModes, datePickerMode, defaultDatePickerMode, customDateRanges, csvMoneyFormat, parentRef, view, }: import("@layerfi/components/components/ProfitAndLossReport/ProfitAndLossReport").ProfitAndLossReportProps) => import("react/jsx-runtime").JSX.Element;
       DownloadButton: ({ stringOverrides, useComparisonPnl, moneyFormat, view, }: import("@layerfi/components/components/ProfitAndLossDownloadButton/ProfitAndLossDownloadButton").ProfitAndLossDownloadButtonProps) => import("react/jsx-runtime").JSX.Element;
   };
   export { ProfitAndLoss };
@@ -3655,9 +3686,8 @@ declare module '@layerfi/components/components/ProfitAndLossReport/ProfitAndLoss
       stringOverrides?: ReportsStringOverrides;
       parentRef?: RefObject<HTMLDivElement>;
       view?: ViewBreakpoint;
-      onViewBookkeepingTasks?: () => void;
   } & TimeRangePickerConfig;
-  export const ProfitAndLossReport: ({ stringOverrides, allowedDatePickerModes, datePickerMode, defaultDatePickerMode, customDateRanges, csvMoneyFormat, parentRef, view, onViewBookkeepingTasks, }: ProfitAndLossReportProps) => import("react/jsx-runtime").JSX.Element;
+  export const ProfitAndLossReport: ({ stringOverrides, allowedDatePickerModes, datePickerMode, defaultDatePickerMode, customDateRanges, csvMoneyFormat, parentRef, view, }: ProfitAndLossReportProps) => import("react/jsx-runtime").JSX.Element;
   export {};
 
 }
@@ -3934,10 +3964,9 @@ declare module '@layerfi/components/components/StatementOfCashFlow/StatementOfCa
   export interface StatementOfCashFlowStringOverrides {
       statementOfCashFlowTable?: StatementOfCashFlowTableStringOverrides;
   }
-  export type StatementOfCashFlowProps = {
+  export type StatementOfCashFlowProps = TimeRangePickerConfig & {
       stringOverrides?: StatementOfCashFlowStringOverrides;
-      onViewBookkeepingTasks?: () => void;
-  } & TimeRangePickerConfig;
+  };
   export const StatementOfCashFlow: (props: StatementOfCashFlowProps) => import("react/jsx-runtime").JSX.Element;
 
 }
@@ -4170,109 +4199,19 @@ declare module '@layerfi/components/components/Tasks/TaskStatusBadge' {
 
 }
 declare module '@layerfi/components/components/Tasks/Tasks' {
-  import { ReactNode } from 'react';
   export interface TasksStringOverrides {
       header?: string;
   }
-  export type TasksProps = {
+  type TasksProps = {
+      /**
+       * @deprecated Use `stringOverrides.header` instead
+       */
       tasksHeader?: string;
       mobile?: boolean;
       stringOverrides?: TasksStringOverrides;
   };
-  export const Tasks: (props: TasksProps) => import("react/jsx-runtime").JSX.Element;
-  export const TasksProvider: ({ children }: {
-      children: ReactNode;
-  }) => import("react/jsx-runtime").JSX.Element;
-  export const TasksComponent: ({ mobile, tasksHeader, stringOverrides, }: {
-      mobile?: boolean;
-      tasksHeader?: string;
-      stringOverrides?: TasksStringOverrides;
-  }) => import("react/jsx-runtime").JSX.Element;
-
-}
-declare module '@layerfi/components/components/Tasks/TasksContext' {
-  import { useTasks } from '@layerfi/components/hooks/useTasks';
-  export type TasksContextType = ReturnType<typeof useTasks>;
-  export const TasksContext: import("react").Context<{
-      data: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      isLoading: boolean;
-      isValidating: boolean;
-      error: any;
-      currentMonthDate: Date;
-      setCurrentMonthDate: (date: Date) => void;
-      activationDate: Date | undefined;
-      currentMonthData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      } | undefined;
-      currentYearData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      refetch: () => undefined;
-      submitResponseToTask: (taskId: string, userResponse: string) => void;
-      uploadDocumentsForTask: (taskId: string, files: File[], description?: string) => Promise<void>;
-      deleteUploadsForTask: (taskId: string) => void;
-      updateDocUploadTaskDescription: (taskId: string, userResponse: string) => void;
-  }>;
-  export const useTasksContext: () => {
-      data: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      isLoading: boolean;
-      isValidating: boolean;
-      error: any;
-      currentMonthDate: Date;
-      setCurrentMonthDate: (date: Date) => void;
-      activationDate: Date | undefined;
-      currentMonthData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      } | undefined;
-      currentYearData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      refetch: () => undefined;
-      submitResponseToTask: (taskId: string, userResponse: string) => void;
-      uploadDocumentsForTask: (taskId: string, files: File[], description?: string) => Promise<void>;
-      deleteUploadsForTask: (taskId: string) => void;
-      updateDocUploadTaskDescription: (taskId: string, userResponse: string) => void;
-  };
+  export function Tasks({ mobile, tasksHeader, stringOverrides, }: TasksProps): import("react/jsx-runtime").JSX.Element;
+  export {};
 
 }
 declare module '@layerfi/components/components/Tasks/TasksHeader' {
@@ -4315,7 +4254,7 @@ declare module '@layerfi/components/components/Tasks/TasksListMobile' {
 
 }
 declare module '@layerfi/components/components/Tasks/TasksMonthSelector' {
-  const TasksMonthSelector: () => import("react/jsx-runtime").JSX.Element;
+  function TasksMonthSelector(): import("react/jsx-runtime").JSX.Element;
   export { TasksMonthSelector };
 
 }
@@ -5260,20 +5199,83 @@ declare module '@layerfi/components/hooks/balanceSheet/useBalanceSheet' {
   }): import("swr").SWRResponse<import("../../types").BalanceSheet, any, any>;
 
 }
-declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeriodStatus' {
-  export const useBookkeepingPeriodStatus: ({ currentMonthDate }: {
-      currentMonthDate: Date;
-  }) => {
-      data: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+declare module '@layerfi/components/hooks/bookkeeping/periods/tasks/useDeleteUploadsOnTask' {
+  type UseDeleteUploadsOnTaskArg = {
+      taskId: string;
+  };
+  export function useDeleteUploadsOnTask(): import("swr/mutation").SWRMutationResponse<{
+      data: import("@layerfi/components/types/tasks").RawTask;
+  } | undefined, any, () => {
+      readonly accessToken: string;
+      readonly apiUrl: string;
+      readonly businessId: string;
+      readonly tags: readonly ["#delete-uploads-on-task"];
+  } | undefined, UseDeleteUploadsOnTaskArg>;
+  export {};
+
+}
+declare module '@layerfi/components/hooks/bookkeeping/periods/tasks/useSubmitResponseForTask' {
+  type UseSubmitUserResponseForTaskArg = {
+      taskId: string;
+      userResponse: string;
+  };
+  export function useSubmitUserResponseForTask(): import("swr/mutation").SWRMutationResponse<{
+      data: import("@layerfi/components/types/tasks").RawTask;
+  } | undefined, any, () => {
+      readonly accessToken: string;
+      readonly apiUrl: string;
+      readonly businessId: string;
+      readonly tags: readonly ["#submit-user-response-for-task"];
+  } | undefined, UseSubmitUserResponseForTaskArg>;
+  export {};
+
+}
+declare module '@layerfi/components/hooks/bookkeeping/periods/tasks/useUpdateTaskUploadDescription' {
+  type UseUpdateTaskUploadDescriptionArg = {
+      taskId: string;
+      description: string;
+  };
+  export function useUpdateTaskUploadDescription(): import("swr/mutation").SWRMutationResponse<{
+      data: import("@layerfi/components/types/tasks").RawTask;
+  } | undefined, any, () => {
+      readonly accessToken: string;
+      readonly apiUrl: string;
+      readonly businessId: string;
+      readonly tags: readonly ["#update-task-upload-description"];
+  } | undefined, UseUpdateTaskUploadDescriptionArg>;
+  export {};
+
+}
+declare module '@layerfi/components/hooks/bookkeeping/periods/tasks/useUploadDocumentsForTask' {
+  type UseUploadDocumentsForTaskArg = {
+      taskId: string;
+      files: ReadonlyArray<File>;
+      description?: string;
+  };
+  export function useUploadDocumentsForTask(): import("swr/mutation").SWRMutationResponse<{
+      data: import("@layerfi/components/types/file_upload").FileMetadata;
+  } | undefined, any, () => {
+      readonly accessToken: string;
+      readonly apiUrl: string;
+      readonly businessId: string;
+      readonly tags: readonly ["#use-upload-documents-for-task"];
+  } | undefined, UseUploadDocumentsForTaskArg>;
+  export {};
+
+}
+declare module '@layerfi/components/hooks/bookkeeping/periods/useActiveBookkeepingPeriod' {
+  export function useActiveBookkeepingPeriod(): {
+      activePeriod: ({
+          status: "BOOKKEEPING_NOT_ACTIVE" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
           tasks: (import("@layerfi/components/types/tasks").RawTask & {
               status: "TODO" | "USER_MARKED_COMPLETED";
           })[];
           id: string;
           month: number;
           year: number;
-      } | undefined;
-      status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE" | undefined;
+      } & {
+          status: "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+      }) | undefined;
       isLoading: boolean;
   };
 
@@ -5281,7 +5283,7 @@ declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeri
 declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeriods' {
   import type { RawTask } from '@layerfi/components/types/tasks';
   import type { EnumWithUnknownValues } from '@layerfi/components/types/utility/enumWithUnknownValues';
-  const BOOKKEEPING_PERIOD_STATUSES: readonly ["BOOKKEEPING_NOT_PURCHASED", "NOT_STARTED", "IN_PROGRESS_AWAITING_BOOKKEEPER", "IN_PROGRESS_AWAITING_CUSTOMER", "CLOSING_IN_REVIEW", "CLOSED_OPEN_TASKS", "CLOSED_COMPLETE"];
+  const BOOKKEEPING_PERIOD_STATUSES: readonly ["BOOKKEEPING_NOT_ACTIVE", "NOT_STARTED", "IN_PROGRESS_AWAITING_BOOKKEEPER", "IN_PROGRESS_AWAITING_CUSTOMER", "CLOSING_IN_REVIEW", "CLOSED_OPEN_TASKS", "CLOSED_COMPLETE"];
   export type BookkeepingPeriodStatus = typeof BOOKKEEPING_PERIOD_STATUSES[number];
   type RawBookkeepingPeriodStatus = EnumWithUnknownValues<BookkeepingPeriodStatus>;
   export type BookkeepingPeriod = Omit<RawBookkeepingPeriod, 'status'> & {
@@ -5294,15 +5296,18 @@ declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeri
       status: RawBookkeepingPeriodStatus;
       tasks: ReadonlyArray<RawTask>;
   };
-  export function useBookkeepingPeriods(): import("swr").SWRResponse<{
-      status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+  export const BOOKKEEPING_PERIODS_TAG_KEY = "#bookkeeping-periods";
+  export function useBookkeepingPeriods(): import("swr").SWRResponse<({
+      status: "BOOKKEEPING_NOT_ACTIVE" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
       tasks: (RawTask & {
           status: "TODO" | "USER_MARKED_COMPLETED";
       })[];
       id: string;
       month: number;
       year: number;
-  }[], any, any>;
+  } & {
+      status: "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+  })[], any, any>;
   export {};
 
 }
@@ -5321,6 +5326,17 @@ declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingYear
           unresolvedTasks: number | undefined;
           completed: boolean;
       } | undefined;
+      earliestIncompletePeriod: ({
+          status: "BOOKKEEPING_NOT_ACTIVE" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+          tasks: (import("@layerfi/components/types/tasks").RawTask & {
+              status: "TODO" | "USER_MARKED_COMPLETED";
+          })[];
+          id: string;
+          month: number;
+          year: number;
+      } & {
+          status: "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
+      }) | undefined;
       isLoading: boolean;
   };
 
@@ -5328,6 +5344,7 @@ declare module '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingYear
 declare module '@layerfi/components/hooks/bookkeeping/useBookkeepingStatus' {
   const BOOKKEEPING_STATUSES: readonly ["NOT_PURCHASED", "ACTIVE", "ONBOARDING", "BOOKKEEPING_PAUSED"];
   export type BookkeepingStatus = typeof BOOKKEEPING_STATUSES[number];
+  export const BOOKKEEPING_TAG_KEY = "#bookkeeping";
   export function useBookkeepingStatus(): import("swr").SWRResponse<{
       status: "ACTIVE" | "NOT_PURCHASED" | "ONBOARDING" | "BOOKKEEPING_PAUSED";
   }, any, any>;
@@ -5342,16 +5359,7 @@ declare module '@layerfi/components/hooks/business/useUpdateBusiness' {
       readonly apiUrl: string;
       readonly businessId: string;
       readonly tags: readonly [`business:${string}`];
-  } | undefined, Partial<import("@layerfi/components/types").Business>> & {
-      trigger: (extraArgument: Partial<import("@layerfi/components/types").Business>, options?: (import("swr/mutation").SWRMutationConfiguration<import("../../types").Business | undefined, any, () => {
-          readonly accessToken: string;
-          readonly apiUrl: string;
-          readonly businessId: string;
-          readonly tags: readonly [`business:${string}`];
-      } | undefined, Partial<import("@layerfi/components/types").Business>, unknown> & {
-          throwOnError: false;
-      }) | undefined) => Promise<import("@layerfi/components/types").Business | undefined>;
-  };
+  } | undefined, Partial<import("@layerfi/components/types").Business>>;
 
 }
 declare module '@layerfi/components/hooks/businessPersonnel/types' {
@@ -5444,16 +5452,7 @@ declare module '@layerfi/components/hooks/businessPersonnel/useCreateBusinessPer
       readonly apiUrl: string;
       readonly businessId: string;
       readonly tags: readonly ["#business-personnel:create"];
-  } | undefined, CreateBusinessPersonnelBody> & {
-      trigger: (extraArgument: CreateBusinessPersonnelBody, options?: (import("swr/mutation").SWRMutationConfiguration<BusinessPersonnel | undefined, any, () => {
-          readonly accessToken: string;
-          readonly apiUrl: string;
-          readonly businessId: string;
-          readonly tags: readonly ["#business-personnel:create"];
-      } | undefined, CreateBusinessPersonnelBody, unknown> & {
-          throwOnError: false;
-      }) | undefined) => Promise<BusinessPersonnel | undefined>;
-  };
+  } | undefined, CreateBusinessPersonnelBody>;
   export {};
 
 }
@@ -5467,17 +5466,7 @@ declare module '@layerfi/components/hooks/businessPersonnel/useUpdateBusinessPer
       readonly businessId: string;
       readonly businessPersonnelId: string;
       readonly tags: readonly [`#business-personnel:${string}`];
-  } | undefined, UpdateBusinessPersonnelBody> & {
-      trigger: (extraArgument: UpdateBusinessPersonnelBody, options?: (import("swr/mutation").SWRMutationConfiguration<import("./types").BusinessPersonnel | undefined, any, () => {
-          readonly accessToken: string;
-          readonly apiUrl: string;
-          readonly businessId: string;
-          readonly businessPersonnelId: string;
-          readonly tags: readonly [`#business-personnel:${string}`];
-      } | undefined, UpdateBusinessPersonnelBody, unknown> & {
-          throwOnError: false;
-      }) | undefined) => Promise<import("@layerfi/components/hooks/businessPersonnel/types").BusinessPersonnel | undefined>;
-  };
+  } | undefined, UpdateBusinessPersonnelBody>;
 
 }
 declare module '@layerfi/components/hooks/categories/useAllCategories' {
@@ -6092,49 +6081,6 @@ declare module '@layerfi/components/hooks/useTableExpandRow/useTableExpandRow' {
       toggleAllRows: () => void;
   };
 
-}
-declare module '@layerfi/components/hooks/useTasks' {
-  export const useTasks: () => {
-      data: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      isLoading: boolean;
-      isValidating: boolean;
-      error: any;
-      currentMonthDate: Date;
-      setCurrentMonthDate: (date: Date) => void;
-      activationDate: Date | undefined;
-      currentMonthData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      } | undefined;
-      currentYearData: {
-          status: "BOOKKEEPING_NOT_PURCHASED" | "NOT_STARTED" | "IN_PROGRESS_AWAITING_BOOKKEEPER" | "IN_PROGRESS_AWAITING_CUSTOMER" | "CLOSING_IN_REVIEW" | "CLOSED_OPEN_TASKS" | "CLOSED_COMPLETE";
-          tasks: (import("@layerfi/components/types/tasks").RawTask & {
-              status: "TODO" | "USER_MARKED_COMPLETED";
-          })[];
-          id: string;
-          month: number;
-          year: number;
-      }[] | undefined;
-      refetch: () => undefined;
-      submitResponseToTask: (taskId: string, userResponse: string) => void;
-      uploadDocumentsForTask: (taskId: string, files: File[], description?: string) => Promise<void>;
-      deleteUploadsForTask: (taskId: string) => void;
-      updateDocUploadTaskDescription: (taskId: string, userResponse: string) => void;
-  };
-
 }
 declare module '@layerfi/components/hooks/useVendors' {
   import { Vendor } from '@layerfi/components/types/vendors';
@@ -6745,6 +6691,12 @@ declare module '@layerfi/components/providers/GlobalDateStore/GlobalDateStorePro
           start: Date;
       }) => void;
   };
+  export function useGlobalDatePeriodAlignedActions(): {
+      setMonthByPeriod: (options: {
+          monthNumber: number;
+          yearNumber: number;
+      }) => void;
+  };
   type GlobalDateStoreProviderProps = PropsWithChildren;
   export function GlobalDateStoreProvider({ children, }: GlobalDateStoreProviderProps): import("react/jsx-runtime").JSX.Element;
   export {};
@@ -7280,8 +7232,7 @@ declare module '@layerfi/components/types/general' {
       LEDGER_ACCOUNTS = "LEDGER_ACCOUNTS",
       LINKED_ACCOUNTS = "LINKED_ACCOUNTS",
       PROFIT_AND_LOSS = "PROFIT_AND_LOSS",
-      STATEMENT_OF_CASH_FLOWS = "STATEMENT_OF_CASH_FLOWS",
-      TASKS = "TASKS"
+      STATEMENT_OF_CASH_FLOWS = "STATEMENT_OF_CASH_FLOWS"
   }
 
 }
@@ -8201,7 +8152,7 @@ declare module '@layerfi/components/utils/bookkeeping/isCategorizationEnabled' {
 }
 declare module '@layerfi/components/utils/bookkeeping/periods/getFilteredBookkeepingPeriods' {
   import type { BookkeepingPeriod, BookkeepingPeriodStatus } from '@layerfi/components/hooks/bookkeeping/periods/useBookkeepingPeriods';
-  type ActiveBookkeepingPeriodStatus = Exclude<BookkeepingPeriodStatus, 'BOOKKEEPING_NOT_PURCHASED'>;
+  type ActiveBookkeepingPeriodStatus = Exclude<BookkeepingPeriodStatus, 'BOOKKEEPING_NOT_ACTIVE'>;
   export function isActiveBookkeepingPeriod<T extends Pick<BookkeepingPeriod, 'status'>>(period: T): period is T & {
       status: ActiveBookkeepingPeriodStatus;
   };
@@ -8260,8 +8211,7 @@ declare module '@layerfi/components/utils/colors' {
 
 }
 declare module '@layerfi/components/utils/date' {
-  /** Get month name from number. Index starts from 0 (January = 0, December = 11) */
-  export const getMonthNameFromNumber: (month: number) => string;
+  export const getMonthNameFromNumber: (monthNumber: number) => string;
 
 }
 declare module '@layerfi/components/utils/delay/runDelayed' {
@@ -8547,6 +8497,14 @@ declare module '@layerfi/components/views/BookkeepingOverview/internal/Bookkeepi
   import { PropsWithChildren } from 'react';
   export function BookkeepingProfitAndLossSummariesContainer({ children, }: PropsWithChildren): import("react/jsx-runtime").JSX.Element;
 
+}
+declare module '@layerfi/components/views/BookkeepingOverview/useKeepInMobileViewport' {
+  export const useKeepInMobileViewport: () => {
+      upperContentRef: import("react").RefObject<HTMLDivElement>;
+      targetElementRef: import("react").RefObject<HTMLDivElement>;
+      upperElementInFocus: import("react").MutableRefObject<boolean | null>;
+  };
+
 }
 declare module '@layerfi/components/views/GeneralLedger/GeneralLedger' {
   import { ChartOfAccountsStringOverrides } from '@layerfi/components/components/ChartOfAccounts/ChartOfAccounts';
@@ -8630,7 +8588,6 @@ declare module '@layerfi/components/views/Reports/Reports' {
       comparisonConfig?: ProfitAndLossCompareConfig;
       profitAndLossConfig?: TimeRangePickerConfig;
       statementOfCashFlowConfig?: TimeRangePickerConfig;
-      onViewBookkeepingTasks?: () => void;
   }
   type ReportType = 'profitAndLoss' | 'balanceSheet' | 'statementOfCashFlow';
   export interface ReportsPanelProps {
@@ -8640,9 +8597,8 @@ declare module '@layerfi/components/views/Reports/Reports' {
       profitAndLossConfig?: TimeRangePickerConfig;
       statementOfCashFlowConfig?: TimeRangePickerConfig;
       view: ViewBreakpoint;
-      onViewBookkeepingTasks?: () => void;
   }
-  export const Reports: ({ title, showTitle, stringOverrides, enabledReports, comparisonConfig, profitAndLossConfig, statementOfCashFlowConfig, onViewBookkeepingTasks, }: ReportsProps) => import("react/jsx-runtime").JSX.Element;
+  export const Reports: ({ title, showTitle, stringOverrides, enabledReports, comparisonConfig, profitAndLossConfig, statementOfCashFlowConfig, }: ReportsProps) => import("react/jsx-runtime").JSX.Element;
   export {};
 
 }