@zeniai/client-epic-state 4.15.26 → 4.15.28

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -0,0 +1,250 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const lodash_1 = require("lodash");
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
+const accountListSelector_1 = require("../../accountList/accountListSelector");
+const classListSelector_1 = require("../../classList/classListSelector");
+const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
+const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState) => {
+    var _a;
+    const { selectedPeriodByTenantId } = expenseAutomationViewState;
+    const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
+    const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const accountReconForMonthYearPeriod = selectedPeriod != null
+        ? reconciliationViewState.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
+        : undefined;
+    if (accountReconForMonthYearPeriod == null) {
+        return {
+            accountListNestedAccountHierarchy: [],
+            classListNestedAccountHierarchy: [],
+            allAccountList: [],
+            allClassList: [],
+            fetchStatus: {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
+                .plaidConnectionDetails,
+            completionStatus: 'incomplete',
+            refreshStatus: reconciliationViewState.refreshStatus,
+            selectedTab: reconciliationViewState.selectedTab,
+            monthYearPeriod: selectedPeriod,
+            selectedAccountId: reconciliationViewState.selectedAccountId,
+            accountReconciliationsByAccountID: {},
+            reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
+            actionFetchStates: reconciliationViewReducer_1.initialActionFetchState,
+            accountReconciliationBySectionID: {
+                assets: {
+                    sectionId: 'assets',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+                liabilities: {
+                    sectionId: 'liabilities',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+            },
+        };
+    }
+    const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
+    const reconList = {};
+    const assetAccountIDs = [];
+    const liabilityAccountIDs = [];
+    const assetTotals = {};
+    const liabilityTotals = {};
+    allAccountIDs.forEach((accountID) => {
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
+        const accountRecon = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, accountID, selectedPeriod);
+        if (accountRecon == null) {
+            console.error(`Account reconciliation not found for account ${accountID} in period ${selectedPeriod.toString()}`);
+            return;
+        }
+        const accountConnectionStatus = reconciliationViewState.accountConnectionStatusByAccountID[accountID];
+        if (accountConnectionStatus == null) {
+            console.error(`Account connection status not found for account ${accountID} in period ${selectedPeriod.toString()}`);
+            return;
+        }
+        const account = accountRecon.account;
+        const sortedReconcileTransactions = sortReconcileTransactions(accountRecon.transactionsToReconcile, reconcileTabUiState);
+        accountRecon.transactionsToReconcile = sortedReconcileTransactions;
+        const sortedReviewTabTransactions = sortReviewTabTransactions(accountRecon.transactionsToReview, reviewTabUiState);
+        accountRecon.transactionsToReview = sortedReviewTabTransactions;
+        if (accountConnectionStatus.status === 'connected') {
+            if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
+                if (accountRecon.balance != null &&
+                    accountRecon.clearedBalance != null &&
+                    accountRecon.variance != null) {
+                    assetTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_b = (_a = assetTotals.balanceTotal) === null || _a === void 0 ? void 0 : _a.amount) !== null && _b !== void 0 ? _b : 0) +
+                            accountRecon.balance.amount });
+                    assetTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_d = (_c = assetTotals.clearedTotal) === null || _c === void 0 ? void 0 : _c.amount) !== null && _d !== void 0 ? _d : 0) +
+                            accountRecon.clearedBalance.amount });
+                    assetTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_f = (_e = assetTotals.varianceTotal) === null || _e === void 0 ? void 0 : _e.amount) !== null && _f !== void 0 ? _f : 0) +
+                            accountRecon.variance.amount });
+                    assetTotals.variancePercentage =
+                        assetTotals.varianceTotal.amount != null
+                            ? (assetTotals.varianceTotal.amount /
+                                assetTotals.clearedTotal.amount) *
+                                100
+                            : undefined;
+                }
+            }
+            else if (account.accountType === 'credit_card') {
+                if (accountRecon.balance != null &&
+                    accountRecon.clearedBalance != null &&
+                    accountRecon.variance != null) {
+                    liabilityTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_h = (_g = liabilityTotals.balanceTotal) === null || _g === void 0 ? void 0 : _g.amount) !== null && _h !== void 0 ? _h : 0) +
+                            accountRecon.balance.amount });
+                    liabilityTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_k = (_j = liabilityTotals.clearedTotal) === null || _j === void 0 ? void 0 : _j.amount) !== null && _k !== void 0 ? _k : 0) +
+                            accountRecon.clearedBalance.amount });
+                    liabilityTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_m = (_l = liabilityTotals.varianceTotal) === null || _l === void 0 ? void 0 : _l.amount) !== null && _m !== void 0 ? _m : 0) +
+                            accountRecon.variance.amount });
+                    liabilityTotals.variancePercentage =
+                        liabilityTotals.varianceTotal.amount != null
+                            ? (liabilityTotals.varianceTotal.amount /
+                                liabilityTotals.clearedTotal.amount) *
+                                100
+                            : undefined;
+                }
+            }
+        }
+        if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
+            assetAccountIDs.push(accountID);
+        }
+        else if (account.accountType === 'credit_card') {
+            liabilityAccountIDs.push(accountID);
+        }
+        reconList[accountID] = {
+            accountConnectionStatus: accountConnectionStatus.status,
+            paymentAccountId: accountConnectionStatus.paymentAccountId,
+            connectionInProgress: accountConnectionStatus.connectionInProgress,
+            accountReconEntity: accountRecon,
+            refreshStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .refreshStatus,
+            transactionFetchState: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .transactionFetchState, // transaction fetch state
+        };
+    });
+    const accountReconciliationBySectionID = {
+        assets: {
+            sectionId: 'assets',
+            accountIDs: assetAccountIDs,
+            totalBankBalance: assetTotals.balanceTotal,
+            totalClearedBalance: assetTotals.clearedTotal,
+            totalReconciledBalance: assetTotals.varianceTotal,
+            totalVariance: assetTotals.varianceTotal,
+            totalVariancePercentage: assetTotals.variancePercentage,
+        },
+        liabilities: {
+            sectionId: 'liabilities',
+            accountIDs: liabilityAccountIDs,
+            totalBankBalance: liabilityTotals.balanceTotal,
+            totalClearedBalance: liabilityTotals.clearedTotal,
+            totalReconciledBalance: liabilityTotals.varianceTotal,
+            totalVariance: liabilityTotals.varianceTotal,
+            totalVariancePercentage: liabilityTotals.variancePercentage,
+        },
+    };
+    const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
+    const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
+    const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
+    const classList = (0, classListSelector_1.getClassList)(classState, classListState);
+    const allClasses = classList.classes.map((classData) => {
+        return (0, lodash_1.omit)(classData, ['accountIds', 'key']);
+    });
+    const allSteps = selectedPeriod != null
+        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
+        : [];
+    const reconciliationCompletionStatus = (_a = allSteps.find((step) => step.step === 'reconciliation')) === null || _a === void 0 ? void 0 : _a.completionStatus;
+    const completionStatus = reconciliationCompletionStatus !== null && reconciliationCompletionStatus !== void 0 ? reconciliationCompletionStatus : 'incomplete';
+    return {
+        accountReconciliationsByAccountID: reconList,
+        fetchStatus: {
+            fetchState: reconciliationViewState.fetchState,
+            error: reconciliationViewState.error,
+        },
+        plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
+            .plaidConnectionDetails,
+        reconciliationTabsState: reconciliationViewState.reconTabsState,
+        completionStatus,
+        refreshStatus: reconciliationViewState.refreshStatus,
+        selectedTab: reconciliationViewState.selectedTab,
+        selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
+        monthYearPeriod: selectedPeriod,
+        accountReconciliationBySectionID,
+        selectedAccountId: reconciliationViewState.selectedAccountId,
+        selectedReconAccount: reconciliationViewState.selectedAccountId != null &&
+            reconList[reconciliationViewState.selectedAccountId] != null
+            ? reconList[reconciliationViewState.selectedAccountId]
+            : undefined, // Selects the reconciliation account based on the selectedAccountId
+        accountListNestedAccountHierarchy,
+        actionFetchStates: reconciliationViewState.actionFetchState,
+        classListNestedAccountHierarchy,
+        allAccountList: accountsList.accounts,
+        allClassList: allClasses,
+    };
+});
+const isAccountReconReport = (reportId) => {
+    return reportId.endsWith('reconciliation');
+};
+exports.isAccountReconReport = isAccountReconReport;
+function sortReconcileTransactions(transactions, uiState) {
+    const { sortKey, sortOrder } = uiState;
+    return (0, lodash_1.orderBy)(transactions, (transaction) => {
+        var _a, _b, _c, _d, _e, _f;
+        switch (sortKey) {
+            case 'clearedDate':
+                return (_b = (_a = transaction.clearedDate) === null || _a === void 0 ? void 0 : _a.valueOf()) !== null && _b !== void 0 ? _b : null;
+            case 'type':
+                return transaction.type.toLowerCase();
+            case 'payee':
+                return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
+            case 'account':
+                return (_f = (_e = transaction.accountName) === null || _e === void 0 ? void 0 : _e.toLowerCase()) !== null && _f !== void 0 ? _f : null;
+            case 'transactionDirection':
+                return transaction.transactionDirection.toLowerCase();
+            case 'memo':
+                return transaction.memo.toLowerCase();
+            case 'amount':
+                return transaction.amount.amount;
+            case 'date':
+            default:
+                return transaction.date.valueOf();
+        }
+    }, sortOrder === 'ascending' ? 'asc' : 'desc');
+}
+function sortReviewTabTransactions(transactions, uiState) {
+    const { sortKey, sortOrder } = uiState;
+    return (0, lodash_1.orderBy)(transactions, (transaction) => {
+        var _a, _b, _c, _d;
+        switch (sortKey) {
+            case 'match':
+                return ((_b = (_a = transaction.recommendedAction) === null || _a === void 0 ? void 0 : _a.recommendedTransactions.length) !== null && _b !== void 0 ? _b : null);
+            case 'payee':
+                return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
+            case 'direction':
+                return transaction.transactionDirection.toLowerCase();
+            case 'memo':
+                return transaction.memo.toLowerCase();
+            case 'amount':
+                return transaction.amount.amount;
+            case 'date':
+            default:
+                return transaction.transactionDate.valueOf();
+        }
+    }, sortOrder === 'ascending' ? 'asc' : 'desc');
+}

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -0,0 +1,103 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
+import { VendorBase } from '../../../entity/vendor/vendorState';
+import { ZeniAPIStatus } from '../../../responsePayload';
+export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
+export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
+export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
+export type SaveReconcileDetailActionPayload = {
+    reconcileAction: 'exclude';
+    excludeTransactionId: ID;
+} | {
+    reconcileAction: 'reconcile' | 'save_reconcile_for_later';
+};
+export interface SaveReconciliationDetailFailurePayload {
+    fetchStateByAction: SaveReconcileDetailActionPayload;
+    error: ZeniAPIStatus;
+}
+export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
+export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
+declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "account" | "memo" | "transactionDirection" | "clearedDate" | "payee" | "recommended";
+export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
+export interface ReconciliationReconcileTabLocalData {
+    selectedTransactionIds: ID[];
+}
+export interface ReconciliationReconcileTabViewUiState {
+    scrollYOffset?: number;
+    sortKey: ReconReconcileSortKey;
+    sortOrder: SortOrder;
+}
+export interface TransactionSummary {
+    count: number;
+    totalAmount: Amount;
+}
+export interface BalancesLocalData {
+    variance: Amount;
+    clearedBalance: Amount;
+    variancePercentage: number;
+    payments: TransactionSummary;
+    deposits: TransactionSummary;
+}
+export interface ReconciliationTabsState {
+    reconcile: {
+        localData: ReconciliationReconcileTabLocalData;
+        uiState: ReconciliationReconcileTabViewUiState;
+    };
+    review: {
+        localData: Record<ID, ReconciliationReviewTabLocalData>;
+        uiState: ReconciliationReviewTabViewUiState;
+    };
+    balances: BalancesLocalData;
+}
+declare const toReconReviewSortKey: (v: string) => "match" | "direction" | "date" | "amount" | "memo" | "payee";
+export type ReconReviewSortKey = ReturnType<typeof toReconReviewSortKey>;
+export interface ReconciliationReviewTabViewUiState {
+    scrollPosition: {
+        scrollLeft?: number;
+        scrollTop: number;
+    } | undefined;
+    sortKey: ReconReviewSortKey;
+    sortOrder: SortOrder;
+}
+export interface ReconciliationReviewTabLocalData {
+    memo: string;
+    categoryId?: ID;
+    classId?: ID;
+    vendor?: VendorBase;
+    matchedTransactionId?: ID;
+}
+export interface ActionFetchStates {
+    excludeFetchById: Record<ID, FetchStateAndError>;
+    saveForLaterFetch: FetchStateAndError;
+    reconcileFetch: FetchStateAndError;
+    saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
+}
+export interface ReconciliationViewState extends FetchStateAndError {
+    accountReconciliationRecordsBySelectedPeriod: Record<MonthYearPeriodId, AccountReconciliationRecords>;
+    refreshStatus: FetchStateAndError;
+    accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;
+    selectedTab: ReconciliationViewTabType;
+    selectedAccountId?: ID;
+    selectedDrawerAccountId?: ID;
+    reconTabsState: ReconciliationTabsState;
+    actionFetchState: ActionFetchStates;
+}
+export interface BankConnectionStatus {
+    status: BankStatusCodeType;
+    connectionInProgress: boolean;
+    paymentAccountId?: ID;
+}
+export interface AccountReconciliationRecords {
+    accountIDs: ID[];
+    reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
+}
+export interface AccountReconciliationDataWithTransactionFetchState {
+    accountId: ID;
+    reconciliationId?: ID;
+    transactionFetchState: FetchStateAndError;
+    refreshStatus: FetchStateAndError;
+}
+export {};

package/lib/view/expenseAutomationView/types/reconciliationViewState.js

@@ -0,0 +1,38 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+exports.RECONCILE_ACTIONS = [
+    'reconcile',
+    'save_reconcile_for_later',
+    'exclude',
+];
+const toReconcileActions = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.RECONCILE_ACTIONS);
+exports.toReconcileActions = toReconcileActions;
+const RECONCILIATION_VIEW_TABS = ['reconcile', 'review'];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconciliationTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECONCILIATION_VIEW_TABS);
+exports.toReconciliationTabsType = toReconciliationTabsType;
+const RECON_RECONCILE_SORT_KEYS = [
+    'date',
+    'clearedDate',
+    'type',
+    'payee',
+    'account',
+    'transactionDirection',
+    'memo',
+    'amount',
+    'recommended',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReconcileSortKeysType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_RECONCILE_SORT_KEYS);
+const RECON_REVIEW_SORT_KEYS = [
+    'date',
+    'payee',
+    'memo',
+    'amount',
+    'direction',
+    'match',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -60,16 +60,23 @@ export interface TransactionReviewLocalData {
     lineItemById: Record<ID, TransactionCategorizationLineItemData>;
     sortedLineItems: ID[];
     vendor?: VendorBase;
+    customer?: CustomerBase;
     memo?: string;
     vendorDetails?: {
         id: ID;
         qboId: string;
         name: string;
     };
+    customerDetails?: {
+        id: ID;
+        qboId: string;
+        name: string;
+    };
     transactionDate?: ZeniDate;
     transactionType?: TransactionType;
     transactionTypeName?: string;
     vendorUpdates?: TransactionVendorUpdates;
+    customerUpdates?: TransactionVendorUpdates;
 }
 export interface SupportedTransactionCategorization {
     transactionReviewLocalData: TransactionReviewLocalData;
@@ -103,6 +110,7 @@ export interface TransactionUpdates {
     memo?: string;
     updatesByLineId: Record<ID, TransactionLineUpdates>;
     vendorId?: ID;
+    customerId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {
     entityId: ID;

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     thisPeriod: TimeframeTick;
     coaBalances: COABalance[];
     maxNumOfPeriodsToHighlight: number;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     firstMonthOfFY: Month;
     isCompareModeOn: boolean;
     additionalBalances: COABalanceType[];

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined], {
     merchantId: string | undefined;
-    context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined;
+    context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "all" | "new" | "completed" | "ongoing";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionType" | "transactionDate" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionDate" | "transactionType" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     timezone: string;

package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js

@@ -8,11 +8,12 @@ const billsBulkActionViewReducer_1 = require("../billsBulkActionViewReducer");
 const validateBillsBulkActionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(billsBulkActionViewReducer_1.validateBillsBulkAction.match), (0, operators_1.mergeMap)(() => {
     const { billsBulkActionViewState } = state$.value;
     const { billsSelectedForBulkAction: transactionIds, bulkOperationTypeSelected, } = billsBulkActionViewState;
+    const validationValue = bulkOperationTypeSelected === 'send_for_approval'
+        ? 'all'
+        : 'sufficient_funds';
     const queryParam = {
         entity_ids: transactionIds,
-        validations: bulkOperationTypeSelected === 'send_for_approval'
-            ? 'all'
-            : 'sufficient_funds',
+        validations: [validationValue],
     };
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.spendManagementMicroServiceBaseUrl}/1.0/bulk/bills/transactions/validate?query=${encodeURIComponent(JSON.stringify(queryParam))}`)

package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js

@@ -14,14 +14,16 @@ const paymentAccountListReducer_1 = require("../../../zeniAccounts/paymentAccoun
 const plaidAccountViewReducer_1 = require("../../plaidAccountViewReducer");
 const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(plaidAccountViewReducer_1.establishPlaidConnection.match), (0, operators_1.mergeMap)((action) => {
     var _a, _b;
-    const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, } = action.payload;
+    const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, zeniMappedAccountId, } = action.payload;
     const requestPayload = {
         public_token: publicToken,
     };
+    const queryPayload = {};
     const userId = (_b = (_a = state.value.tenantState.loggedInUser) === null || _a === void 0 ? void 0 : _a.userId) !== null && _b !== void 0 ? _b : '';
     //setupViewType not passed means this is a user account
     if (linkTokenType !== 'link_external_account') {
-        if (setupViewType == null) {
+        if (setupViewType == null &&
+            plaidAccountKeyType !== 'expense_automation_reconcile') {
             requestPayload.is_user_account = true;
         }
         else if (plaidAccountKeyType === 'bill_pay_setup') {
@@ -39,9 +41,15 @@ const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe
         else if (plaidAccountKeyType === 'billing_setup') {
             requestPayload.is_primary_for_onboarding = true;
         }
+        else if (plaidAccountKeyType === 'expense_automation_reconcile') {
+            queryPayload.zeni_mapped_account_id = zeniMappedAccountId !== null && zeniMappedAccountId !== void 0 ? zeniMappedAccountId : '';
+        }
     }
+    const queryString = Object.entries(queryPayload).length > 0
+        ? `?query=${JSON.stringify(queryPayload)}`
+        : '';
     return zeniAPI
-        .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token`, requestPayload)
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token${queryString}`, requestPayload)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const paymentAccount = response.data.payment_accounts[0];

package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts

@@ -61,12 +61,13 @@ export declare const getPaymentAccounts: import("@reduxjs/toolkit").ActionCreato
     error: ZeniAPIStatus<Record<string, unknown>>;
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;
-}, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined], {
+}, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined, zeniMappedAccountId?: string | undefined], {
     publicToken: string;
     companyId: string;
     setupViewType: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined;
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;
+    zeniMappedAccountId: string | undefined;
 }, "plaidAccountView/establishPlaidConnection", never, never>, establishPlaidConnectionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[linkTokenType: PlaidLinkTokenType, plaidAccountKeyType: PlaidAccountKeyType], {
     linkTokenType: PlaidLinkTokenType;
     plaidAccountKeyType: PlaidAccountKeyType;

package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js

@@ -14,6 +14,7 @@ exports.initialState = {
     user_reimbursement_account: plaidAccountViewState_1.initialPlaidAccountState,
     external_account: plaidAccountViewState_1.initialPlaidAccountState,
     billing_setup: plaidAccountViewState_1.initialPlaidAccountState,
+    expense_automation_reconcile: plaidAccountViewState_1.initialPlaidAccountState,
 };
 const plaidAccountView = (0, toolkit_1.createSlice)({
     name: 'plaidAccountView',
@@ -264,7 +265,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
                         error: undefined,
                     } });
             },
-            prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType) {
+            prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType, zeniMappedAccountId) {
                 return {
                     payload: {
                         publicToken,
@@ -272,6 +273,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
                         setupViewType,
                         linkTokenType: linkTokenType !== null && linkTokenType !== void 0 ? linkTokenType : 'link_account',
                         plaidAccountKeyType,
+                        zeniMappedAccountId,
                     },
                 };
             },

package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
 export type PlaidLinkTokenType = 'link_account' | 'update_account' | 'link_account_no_microdeposit' | 'link_external_account';
-export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup';
+export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup' | 'expense_automation_reconcile';
 export type PlaidConnectionDetails = Record<PlaidLinkTokenType, {
     linkToken?: string;
     expiration?: ZeniDate;

package/lib/view/tasksCard/tasksCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
+    reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;