@zeniai/client-epic-state 4.15.33 → 4.15.35

package/lib/entity/accountRecon/accountReconPayload.js

@@ -0,0 +1,125 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toRecommendedReviewTransactionPayload = exports.toRecommendedReviewTransaction = exports.toAccountReconciliationData = exports.toTransactionsToReviewPayload = exports.toTransactionsToReview = void 0;
+const amount_1 = require("../../commonStateTypes/amount");
+const formatZeniDateFY_1 = require("../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
+const zeniDayJS_1 = require("../../zeniDayJS");
+const reconciliationTransaction_1 = require("../transaction/stateTypes/reconciliationTransaction");
+const accountReconState_1 = require("./accountReconState");
+const toTransactionsToReview = (payload, currencyPayload) => {
+    var _a, _b;
+    return {
+        transactionId: payload.transaction_id,
+        transactionDirection: (0, reconciliationTransaction_1.toTransactionDirectionType)(payload.transaction_direction),
+        amount: {
+            amount: payload.amount,
+            currencyCode: currencyPayload.currency_code,
+            currencySymbol: currencyPayload.currency_symbol,
+        },
+        status: payload.status,
+        transactionDate: (0, zeniDayJS_1.date)(payload.transaction_date),
+        memo: payload.transaction_memo,
+        merchantId: (_a = payload.merchant_id) !== null && _a !== void 0 ? _a : undefined,
+        merchantName: (_b = payload.merchant_name) !== null && _b !== void 0 ? _b : undefined,
+        merchantType: payload.merchant_type != null
+            ? (0, reconciliationTransaction_1.toMerchantType)(payload.merchant_type)
+            : undefined,
+        recommendedAction: {
+            action: (0, accountReconState_1.toRecommendedActionCodeType)(payload.recommended_action.recommended_actions),
+            reason: payload.recommended_action.recommended_action_description,
+            recommendedTransactions: payload.recommended_action.recommended_transactions.map((transaction) => (0, exports.toRecommendedReviewTransaction)(transaction, currencyPayload)),
+        },
+    };
+};
+exports.toTransactionsToReview = toTransactionsToReview;
+const toTransactionsToReviewPayload = (payload) => {
+    return {
+        transaction_id: payload.transactionId,
+        transaction_direction: (0, reconciliationTransaction_1.toTransactionDirectionType)(payload.transactionDirection),
+        amount: payload.amount.amount,
+        status: payload.status,
+        transaction_date: payload.transactionDate.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
+        transaction_memo: payload.memo,
+        recommended_action: {
+            recommended_actions: (0, accountReconState_1.toRecommendedActionCodeType)(payload.recommendedAction.action),
+            recommended_action_description: payload.recommendedAction.reason,
+            recommended_transactions: payload.recommendedAction.recommendedTransactions.map((transaction) => (0, exports.toRecommendedReviewTransactionPayload)(transaction)),
+        },
+    };
+};
+exports.toTransactionsToReviewPayload = toTransactionsToReviewPayload;
+const toAccountReconciliationData = (payload) => {
+    var _a, _b;
+    const variance = payload.bank_balance != null && payload.cleared_balance != null
+        ? (0, amount_1.toAmount)(payload.cleared_balance - payload.bank_balance, payload.currency.currency_code, payload.currency.currency_symbol)
+        : undefined;
+    const variancePercentage = variance != null && payload.bank_balance != null
+        ? (variance.amount / payload.bank_balance) * 100
+        : undefined;
+    return {
+        reconciliationId: (_a = payload.reconciliation_id) !== null && _a !== void 0 ? _a : undefined,
+        accountId: payload.account_id,
+        reconciliationStatus: payload.reconciliation_status
+            ? {
+                code: (0, accountReconState_1.toReconciliationStatusCodeType)(payload.reconciliation_status.code),
+                label: payload.reconciliation_status.label,
+            }
+            : undefined,
+        currency: {
+            currencyCode: payload.currency.currency_code,
+            currencySymbol: payload.currency.currency_symbol,
+        },
+        transactionsToReview: payload.transactions.review.map((transaction) => (0, exports.toTransactionsToReview)(transaction, payload.currency)),
+        transactionsToReconcile: payload.transactions.reconcile.map((transaction) => transaction.transaction_id),
+        userId: (_b = payload.user_id) !== null && _b !== void 0 ? _b : undefined,
+        variance: variance,
+        variancePercentage: variancePercentage,
+        bankBalance: payload.bank_balance != null
+            ? (0, amount_1.toAmount)(payload.bank_balance, payload.currency.currency_code, payload.currency.currency_symbol)
+            : undefined,
+        clearedBalance: payload.cleared_balance != null
+            ? (0, amount_1.toAmount)(payload.cleared_balance, payload.currency.currency_code, payload.currency.currency_symbol)
+            : undefined,
+        initialClearedBalance: payload.initial_cleared_balance != null
+            ? (0, amount_1.toAmount)(payload.initial_cleared_balance, payload.currency.currency_code, payload.currency.currency_symbol)
+            : undefined,
+        startDate: (0, zeniDayJS_1.date)(payload.start_date),
+        endDate: (0, zeniDayJS_1.date)(payload.end_date),
+        accountUpdatedAt: payload.payment_account_updated_at != null
+            ? (0, zeniDayJS_1.date)(payload.payment_account_updated_at)
+            : undefined,
+    };
+};
+exports.toAccountReconciliationData = toAccountReconciliationData;
+const toRecommendedReviewTransaction = (payload, currencyPayload) => {
+    var _a, _b, _c, _d, _e, _f, _g;
+    return {
+        transactionId: (_a = payload.transaction_id) !== null && _a !== void 0 ? _a : undefined,
+        merchantId: (_b = payload.merchant_id) !== null && _b !== void 0 ? _b : undefined,
+        merchantName: (_c = payload.merchant_name) !== null && _c !== void 0 ? _c : undefined,
+        merchantType: payload.merchant_type != null
+            ? (0, reconciliationTransaction_1.toMerchantType)(payload.merchant_type)
+            : undefined,
+        classId: (_d = payload.class_id) !== null && _d !== void 0 ? _d : undefined,
+        accountId: (_e = payload.account_id) !== null && _e !== void 0 ? _e : undefined,
+        date: (0, zeniDayJS_1.date)(payload.transaction_date),
+        amount: (0, amount_1.toAmount)(payload.amount, currencyPayload.currency_code, currencyPayload.currency_symbol),
+        memo: (_f = payload.transaction_memo) !== null && _f !== void 0 ? _f : undefined,
+        confidenceScore: payload.confidence_score,
+        recommendedReasons: payload.recommendation_reasons,
+        booksTransactionId: (_g = payload.books_transaction_id) !== null && _g !== void 0 ? _g : undefined,
+    };
+};
+exports.toRecommendedReviewTransaction = toRecommendedReviewTransaction;
+const toRecommendedReviewTransactionPayload = (payload) => {
+    return Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign({ transaction_date: payload.date.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT), confidence_score: payload.confidenceScore, transaction_memo: payload.memo, recommendation_reasons: payload.recommendedReasons, amount: payload.amount.amount }, (payload.transactionId != null
+        ? { transaction_id: payload.transactionId }
+        : {})), (payload.merchantId != null ? { merchant_id: payload.merchantId } : {})), (payload.merchantName != null
+        ? { merchant_name: payload.merchantName }
+        : {})), (payload.merchantType != null
+        ? { merchant_type: (0, reconciliationTransaction_1.toMerchantType)(payload.merchantType) }
+        : {})), (payload.classId != null ? { class_id: payload.classId } : {})), (payload.accountId != null ? { account_id: payload.accountId } : {})), (payload.booksTransactionId != null
+        ? { books_transaction_id: payload.booksTransactionId }
+        : {}));
+};
+exports.toRecommendedReviewTransactionPayload = toRecommendedReviewTransactionPayload;

package/lib/entity/accountRecon/accountReconReducer.d.ts

@@ -0,0 +1,16 @@
+import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
+import { ReconciliationDataPayload } from './accountReconPayload';
+import { AccountReconState } from './accountReconState';
+export declare const initialState: AccountReconState;
+export declare const updateAccountRecon: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, accountReconDataPayload: ReconciliationDataPayload[]], {
+    selectedPeriod: MonthYearPeriod;
+    accountReconDataPayload: ReconciliationDataPayload[];
+}, "accountRecon/updateAccountRecon", never, never>, excludeReconReviewTransaction: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountReconKey: string, excludedTransactionId: string], {
+    accountReconKey: string;
+    excludedTransactionId: string;
+}, "accountRecon/excludeReconReviewTransaction", never, never>, clearAllAccountRecon: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"accountRecon/clearAllAccountRecon">, addTransactionToReconcileList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountReconKey: string, transactionId: string], {
+    accountReconKey: string;
+    transactionId: string;
+}, "accountRecon/addTransactionToReconcileList", never, never>;
+declare const _default: import("redux").Reducer<AccountReconState>;
+export default _default;

package/lib/entity/accountRecon/accountReconReducer.js

@@ -0,0 +1,71 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.addTransactionToReconcileList = exports.clearAllAccountRecon = exports.excludeReconReviewTransaction = exports.updateAccountRecon = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const accountReconPayload_1 = require("./accountReconPayload");
+const accountReconState_1 = require("./accountReconState");
+exports.initialState = {
+    accountReconByAccountReconKey: {},
+};
+const accountRecon = (0, toolkit_1.createSlice)({
+    name: 'accountRecon',
+    initialState: exports.initialState,
+    reducers: {
+        updateAccountRecon: {
+            prepare(selectedPeriod, accountReconDataPayload) {
+                return {
+                    payload: {
+                        selectedPeriod,
+                        accountReconDataPayload,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                doUpdateAccountRecon(draft, action.payload.selectedPeriod, action.payload.accountReconDataPayload);
+            },
+        },
+        excludeReconReviewTransaction: {
+            prepare(accountReconKey, excludedTransactionId) {
+                return {
+                    payload: {
+                        accountReconKey,
+                        excludedTransactionId,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { accountReconKey, excludedTransactionId } = action.payload;
+                draft.accountReconByAccountReconKey[accountReconKey] = Object.assign(Object.assign({}, draft.accountReconByAccountReconKey[accountReconKey]), { transactionsToReview: draft.accountReconByAccountReconKey[accountReconKey].transactionsToReview.filter((txn) => txn.transactionId !== excludedTransactionId) });
+            },
+        },
+        addTransactionToReconcileList: {
+            prepare(accountReconKey, transactionId) {
+                return {
+                    payload: {
+                        accountReconKey,
+                        transactionId,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { accountReconKey, transactionId } = action.payload;
+                draft.accountReconByAccountReconKey[accountReconKey] = Object.assign(Object.assign({}, draft.accountReconByAccountReconKey[accountReconKey]), { transactionsToReconcile: [
+                        ...draft.accountReconByAccountReconKey[accountReconKey]
+                            .transactionsToReconcile,
+                        transactionId,
+                    ] });
+            },
+        },
+        clearAllAccountRecon(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = accountRecon.actions, exports.updateAccountRecon = _a.updateAccountRecon, exports.excludeReconReviewTransaction = _a.excludeReconReviewTransaction, exports.clearAllAccountRecon = _a.clearAllAccountRecon, exports.addTransactionToReconcileList = _a.addTransactionToReconcileList;
+exports.default = accountRecon.reducer;
+const doUpdateAccountRecon = (draft, selectedPeriod, accountReconDataPayload) => {
+    accountReconDataPayload.forEach((accountReconData) => {
+        draft.accountReconByAccountReconKey[(0, accountReconState_1.toAccountReconKey)(accountReconData.account_id, selectedPeriod)] = (0, accountReconPayload_1.toAccountReconciliationData)(accountReconData);
+    });
+};

package/lib/entity/accountRecon/accountReconSelector.d.ts

@@ -0,0 +1,28 @@
+import { Amount, Currency } from '../../commonStateTypes/amount';
+import { ID } from '../../commonStateTypes/common';
+import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
+import { RootState } from '../../reducer';
+import { ZeniDate } from '../../zeniDayJS';
+import { AccountBase } from '../account/accountState';
+import { MatchedTransaction } from '../transaction/stateTypes/reconciliationTransaction';
+import { User } from '../user/userState';
+import { ReconciliationStatusCodeType, TransactionsToReview } from './accountReconState';
+export interface AccountReconciliationEntity {
+    account: AccountBase;
+    transactionsToReview: TransactionsToReview[];
+    transactionsToReconcile: MatchedTransaction[];
+    currency: Currency;
+    reconciliationId?: ID;
+    user?: User;
+    balance?: Amount;
+    clearedBalance?: Amount;
+    initialClearedBalance?: Amount;
+    variance?: Amount;
+    variancePercentage?: number;
+    reconciliationStatus?: {
+        code: ReconciliationStatusCodeType;
+        label: string;
+    };
+    accountUpdatedAt?: ZeniDate;
+}
+export declare const getAccountReconByAccountIdAndSelectedPeriod: (state: RootState, accountId: ID, selectedPeriod: MonthYearPeriod) => AccountReconciliationEntity | undefined;

package/lib/entity/accountRecon/accountReconSelector.js

@@ -0,0 +1,44 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getAccountReconByAccountIdAndSelectedPeriod = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const accountSelector_1 = require("../account/accountSelector");
+const transactionSelector_1 = require("../transaction/transactionSelector");
+const userSelector_1 = require("../user/userSelector");
+const accountReconState_1 = require("./accountReconState");
+exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelector)((state) => state.accountState, (state) => state.userState, (state) => state.transactionState, (state) => state.accountReconState, (_state, accountId) => accountId, (_state, _accountId, selectedPeriod) => selectedPeriod, (accountState, userState, transactionState, accountReconState, accountId, selectedPeriod) => {
+    const accountReconKey = (0, accountReconState_1.toAccountReconKey)(accountId, selectedPeriod);
+    const accountRecon = accountReconState.accountReconByAccountReconKey[accountReconKey];
+    if (accountRecon == null) {
+        return undefined;
+    }
+    const account = (0, accountSelector_1.getAccountBase)(accountState, accountRecon.accountId, 'account_reconciliation');
+    if (!account) {
+        throw new Error(`Account not found for: ${accountRecon.accountId}`);
+    }
+    const user = accountRecon.userId != null
+        ? (0, userSelector_1.getUserByUserId)(userState, accountRecon.userId)
+        : undefined;
+    const transactionsToReconcile = accountRecon.transactionsToReconcile.map((transactionId) => {
+        const matchedTransaction = (0, transactionSelector_1.getMatchedTransactionById)(transactionState, transactionId);
+        if (!matchedTransaction) {
+            throw new Error(`Transaction not found for: ${transactionId}`);
+        }
+        return matchedTransaction;
+    });
+    return {
+        account,
+        currency: accountRecon.currency,
+        balance: accountRecon.bankBalance,
+        variance: accountRecon.variance,
+        clearedBalance: accountRecon.clearedBalance,
+        initialClearedBalance: accountRecon.initialClearedBalance,
+        reconciliationId: accountRecon.reconciliationId,
+        user,
+        transactionsToReview: accountRecon.transactionsToReview,
+        transactionsToReconcile,
+        reconciliationStatus: accountRecon.reconciliationStatus,
+        variancePercentage: accountRecon.variancePercentage,
+        accountUpdatedAt: accountRecon.accountUpdatedAt,
+    };
+});

package/lib/entity/accountRecon/accountReconState.d.ts

@@ -0,0 +1,70 @@
+import { Amount, Currency } from '../../commonStateTypes/amount';
+import { ID } from '../../commonStateTypes/common';
+import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
+import { ZeniDate } from '../../zeniDayJS';
+import { MerchantType, TransactionDirectionType } from '../transaction/stateTypes/reconciliationTransaction';
+import { TransactionType } from '../transaction/stateTypes/transactionType';
+export declare const toRecommendedActionCodeType: (v: string) => "record_expense" | "record_deposit" | "record_transfer" | "record_bill_payment" | "record_cc_payment" | "record_cc_credit";
+export type RecommendedActionCodeType = ReturnType<typeof toRecommendedActionCodeType>;
+export declare const toReconciliationStatusCodeType: (v: string) => "failed" | "completed" | "pending" | "in_progress";
+export type ReconciliationStatusCodeType = ReturnType<typeof toReconciliationStatusCodeType>;
+export declare const toBankStatusCodeType: (v: string) => "connected" | "not_connected" | "reconnect";
+export type BankStatusCodeType = ReturnType<typeof toBankStatusCodeType>;
+export declare const toAccountReconKey: (accountId: ID, selectedPeriod: MonthYearPeriod) => string;
+export type AccountReconKey = ReturnType<typeof toAccountReconKey>;
+export interface AccountReconState {
+    accountReconByAccountReconKey: Record<AccountReconKey, AccountReconciliationData>;
+}
+export interface AccountReconciliationData {
+    accountId: ID;
+    startDate: ZeniDate;
+    endDate: ZeniDate;
+    transactionsToReview: TransactionsToReview[];
+    transactionsToReconcile: ID[];
+    currency: Currency;
+    reconciliationId?: ID;
+    variance?: Amount;
+    variancePercentage?: number;
+    bankBalance?: Amount;
+    clearedBalance?: Amount;
+    initialClearedBalance?: Amount;
+    userId?: ID;
+    reconciliationStatus?: {
+        code: ReconciliationStatusCodeType;
+        label: string;
+    };
+    accountUpdatedAt?: ZeniDate;
+}
+export interface TransactionsToReview {
+    transactionId: ID;
+    amount: Amount;
+    status: string;
+    transactionDate: ZeniDate;
+    memo: string;
+    transactionDirection: TransactionDirectionType;
+    recommendedAction: RecommendedAction;
+    merchantId?: ID;
+    merchantName?: string;
+    merchantType?: MerchantType;
+}
+export interface RecommendedAction {
+    action: RecommendedActionCodeType;
+    reason: string;
+    recommendedTransactions: RecommendedReviewTransaction[];
+}
+export interface RecommendedReviewTransaction {
+    confidenceScore: number;
+    recommendedReasons: string[];
+    date: ZeniDate;
+    memo: string;
+    amount: Amount;
+    transactionId?: ID;
+    booksTransactionId?: ID;
+    transactionType?: TransactionType;
+    typeName?: string;
+    accountId?: ID;
+    merchantId?: ID;
+    merchantName?: string;
+    merchantType?: MerchantType;
+    classId?: ID;
+}

package/lib/entity/accountRecon/accountReconState.js

@@ -0,0 +1,28 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toAccountReconKey = exports.toBankStatusCodeType = exports.toReconciliationStatusCodeType = exports.toRecommendedActionCodeType = void 0;
+const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
+const timePeriod_1 = require("../../commonStateTypes/timePeriod");
+const RECOMMENDED_ACTION_CODE = [
+    'record_expense', // Categorize
+    'record_deposit', // Categorize // Income - no match
+    'record_transfer', // Categorize
+    'record_bill_payment', // Match
+    'record_cc_payment', // Categorize
+    'record_cc_credit', // Categorize
+];
+const toRecommendedActionCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECOMMENDED_ACTION_CODE);
+exports.toRecommendedActionCodeType = toRecommendedActionCodeType;
+const RECONCILIATION_STATUS_CODE = [
+    'pending',
+    'in_progress',
+    'completed',
+    'failed',
+];
+const toReconciliationStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECONCILIATION_STATUS_CODE);
+exports.toReconciliationStatusCodeType = toReconciliationStatusCodeType;
+const BANK_STATUS_CODE = ['connected', 'not_connected', 'reconnect'];
+const toBankStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, BANK_STATUS_CODE);
+exports.toBankStatusCodeType = toBankStatusCodeType;
+const toAccountReconKey = (accountId, selectedPeriod) => `${accountId}-${(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)}`;
+exports.toAccountReconKey = toAccountReconKey;

package/lib/entity/class/classReducer.d.ts

@@ -5,15 +5,15 @@ import { UpdateType } from '../../commonStateTypes/common';
 import { ClassBasePayload } from './classPayload';
 import { ClassBase, ClassState } from './classState';
 export declare const initialState: ClassState;
-export declare const updateClasses: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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", payload: ClassBasePayload[], classesViewParentId?: ClassesViewParentID | undefined, updateType?: UpdateType | undefined], ClassBasePayload[], "class/updateClasses", never, {
-    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";
+export declare const updateClasses: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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", payload: ClassBasePayload[], classesViewParentId?: ClassesViewParentID | undefined, updateType?: UpdateType | undefined], ClassBasePayload[], "class/updateClasses", never, {
+    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";
     classesViewParentId: ClassesViewParentID | undefined;
     updateType: UpdateType;
-}>, updateClassesWithBalancesV2: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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", timeframe: "month" | "year" | "quarter", sectionId: string, classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[], currencyPayload: CurrencyPayload], {
+}>, updateClassesWithBalancesV2: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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", timeframe: "month" | "year" | "quarter", sectionId: string, classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[], currencyPayload: CurrencyPayload], {
     classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[];
     currencyPayload: CurrencyPayload;
 }, "class/updateClassesWithBalancesV2", never, {
-    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";
     sectionId: string;
     timeframe: "month" | "year" | "quarter";
 }>, clearAllClasses: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"class/clearAllClasses">;

package/lib/entity/class/classState.d.ts

@@ -25,7 +25,7 @@ export interface Class extends ClassBase {
     balancesByPeriod?: COABalanceGroupedByPeriod;
     nestedAccountIds?: NestedAccountIDHierarchy[];
 }
-export declare function getClassKey(reportId: ReportID, classId: ID, parentId?: ClassesViewParentID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense`;
+export declare function getClassKey(reportId: ReportID, classId: ID, parentId?: ClassesViewParentID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation`;
 export type ClassKey = ReturnType<typeof getClassKey>;
 export interface ClassState {
     classesByKey: Record<ClassKey, Class>;

package/lib/entity/company/companyReducer.js

@@ -185,7 +185,6 @@ const company = (0, toolkit_1.createSlice)({
             draft.companiesById[companyId].companyBillPayInfo.internationalWireOnboardingStatus = status;
         },
         clearAllCompanies: {
-            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
             prepare(keepCompanyState) {
                 return { payload: { keepCompanyState } };
             },

package/lib/entity/customer/customerPayload.d.ts

@@ -7,7 +7,7 @@ export interface CustomerBasePayload {
     logo?: URLPayload;
 }
 export declare const toCustomerBase: (payload: CustomerBasePayload, parseOutParentName: boolean) => CustomerBase;
-export declare const toCustomerBasePayload: (customer: CustomerBase | undefined) => CustomerBasePayload;
+export declare const toCustomerBasePayload: (customer: CustomerBase | undefined, customerUpdates?: CustomerBase) => CustomerBasePayload;
 export interface CustomerPayload extends CustomerBasePayload {
     currency_symbol: string | null;
     currency_code: string | null;

package/lib/entity/customer/customerPayload.js

@@ -12,13 +12,23 @@ const toCustomerBase = (payload, parseOutParentName) => ({
     logo: payload.logo != null ? (0, urlPayload_1.toURL)(payload.logo) : undefined,
 });
 exports.toCustomerBase = toCustomerBase;
-const toCustomerBasePayload = (customer) => {
+const toCustomerBasePayload = (customer, customerUpdates) => {
     var _a, _b;
-    return ({
-        customer_id: (_a = (customer && customer.id)) !== null && _a !== void 0 ? _a : '',
-        customer_name: (_b = (customer && customer.name)) !== null && _b !== void 0 ? _b : '',
-        qbo_id: customer === null || customer === void 0 ? void 0 : customer.qboId,
-    });
+    if (customer != null && customer.id != null) {
+        return {
+            customer_id: customer.id,
+            customer_name: customer.name,
+            qbo_id: customer.qboId,
+        };
+    }
+    else {
+        // Customer field is read-only in v1. Will require customerUpdates when made editable
+        return {
+            customer_id: (_a = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id) !== null && _a !== void 0 ? _a : '',
+            customer_name: (_b = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name) !== null && _b !== void 0 ? _b : '',
+            qbo_id: customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.qboId,
+        };
+    }
 };
 exports.toCustomerBasePayload = toCustomerBasePayload;
 const toCustomer = (payload, parseOutParentName = false) => {

package/lib/entity/forecast/forecastState.d.ts

@@ -3,7 +3,7 @@ import { TimeframeTick } from '../../commonStateTypes/timeframeTick';
 import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniDate } from '../../zeniDayJS';
 export type ForecastType = ReportID;
-export declare const toForecastType: (v: string) => "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";
+export declare const toForecastType: (v: string) => "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";
 export interface Forecast {
     id: ID;
     type: ForecastType;

package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts

@@ -10,5 +10,5 @@ export interface SectionAccountsView {
     nestedAccountIds: NestedAccountIDHierarchy[];
     accountGroupKeys: AccountGroupKey[];
 }
-export declare function getSectionAccountViewKey(sectionId: ID, reportId: ReportIDPlusForecastID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense` | `${string}-billing+${string}` | `${string}-cash_balance+${string}` | `${string}-card_balance+${string}` | `${string}-expense_automation_card+${string}` | `${string}-operating_expenses+${string}` | `${string}-operating_expenses_by_classes+${string}` | `${string}-revenue+${string}` | `${string}-revenue_by_classes+${string}` | `${string}-net_burn_or_income+${string}` | `${string}-net_burn_or_income_story_card+${string}` | `${string}-net_burn_or_income_by_classes+${string}` | `${string}-cash_position+${string}` | `${string}-top_expenses+${string}` | `${string}-profit_and_loss+${string}` | `${string}-profit_and_loss_by_classes+${string}` | `${string}-balance_sheet+${string}` | `${string}-cash_flow+${string}` | `${string}-dashboard+${string}` | `${string}-finance_statement+${string}` | `${string}-transaction_list_of_account+${string}` | `${string}-transaction_list_missing_receipt+${string}` | `${string}-transaction_list_of_account_by_class+${string}` | `${string}-transaction_detail+${string}` | `${string}-cash_in_cash_out+${string}` | `${string}-insights_dashboard+${string}` | `${string}-company_details+${string}` | `${string}-class_list+${string}` | `${string}-account_list+${string}` | `${string}-account_list_by_type+${string}` | `${string}-vendor+${string}` | `${string}-task_card+${string}` | `${string}-bill_pay+${string}` | `${string}-reimbursement+${string}` | `${string}-bill_pay_card+${string}` | `${string}-reimbursement_card+${string}` | `${string}-bill_pay_promo_card+${string}` | `${string}-zeni_accounts+${string}` | `${string}-zeni_accounts_promo_card+${string}` | `${string}-charge_cards+${string}` | `${string}-reimbursement_promo_card+${string}` | `${string}-onboarding+${string}` | `${string}-operating_expenses_by_vendor+${string}` | `${string}-operating_expenses_by_vendor_summary+${string}` | `${string}-vendors_tab+${string}` | `${string}-accounts_payable_aging+${string}` | `${string}-accounts_receivable_aging+${string}` | `${string}-vendor_global_review+${string}` | `${string}-prepaid_expenses+${string}` | `${string}-fixed_assets+${string}` | `${string}-notification+${string}` | `${string}-rewards_card+${string}` | `${string}-flux_analysis_operating_expense+${string}`;
+export declare function getSectionAccountViewKey(sectionId: ID, reportId: ReportIDPlusForecastID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-billing+${string}` | `${string}-cash_balance+${string}` | `${string}-card_balance+${string}` | `${string}-expense_automation_card+${string}` | `${string}-operating_expenses+${string}` | `${string}-operating_expenses_by_classes+${string}` | `${string}-revenue+${string}` | `${string}-revenue_by_classes+${string}` | `${string}-net_burn_or_income+${string}` | `${string}-net_burn_or_income_story_card+${string}` | `${string}-net_burn_or_income_by_classes+${string}` | `${string}-cash_position+${string}` | `${string}-top_expenses+${string}` | `${string}-profit_and_loss+${string}` | `${string}-profit_and_loss_by_classes+${string}` | `${string}-balance_sheet+${string}` | `${string}-cash_flow+${string}` | `${string}-dashboard+${string}` | `${string}-finance_statement+${string}` | `${string}-transaction_list_of_account+${string}` | `${string}-transaction_list_missing_receipt+${string}` | `${string}-transaction_list_of_account_by_class+${string}` | `${string}-transaction_detail+${string}` | `${string}-cash_in_cash_out+${string}` | `${string}-insights_dashboard+${string}` | `${string}-company_details+${string}` | `${string}-class_list+${string}` | `${string}-account_list+${string}` | `${string}-account_list_by_type+${string}` | `${string}-vendor+${string}` | `${string}-task_card+${string}` | `${string}-bill_pay+${string}` | `${string}-reimbursement+${string}` | `${string}-bill_pay_card+${string}` | `${string}-reimbursement_card+${string}` | `${string}-bill_pay_promo_card+${string}` | `${string}-zeni_accounts+${string}` | `${string}-zeni_accounts_promo_card+${string}` | `${string}-charge_cards+${string}` | `${string}-reimbursement_promo_card+${string}` | `${string}-onboarding+${string}` | `${string}-operating_expenses_by_vendor+${string}` | `${string}-operating_expenses_by_vendor_summary+${string}` | `${string}-vendors_tab+${string}` | `${string}-accounts_payable_aging+${string}` | `${string}-accounts_receivable_aging+${string}` | `${string}-vendor_global_review+${string}` | `${string}-prepaid_expenses+${string}` | `${string}-fixed_assets+${string}` | `${string}-notification+${string}` | `${string}-rewards_card+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}`;
 export type SectionAccountKey = ReturnType<typeof getSectionAccountViewKey>;

package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts

@@ -8,5 +8,5 @@ export interface SectionClassesView {
     nestedClassesIds: NestedClassIDHierarchy[];
     balancesByPeriod?: COABalanceGroupedByPeriod;
 }
-export declare function getSectionClassesViewKey(sectionId: ID, reportId: ReportID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense`;
+export declare function getSectionClassesViewKey(sectionId: ID, reportId: ReportID): `${string}-billing` | `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-charge_cards` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation`;
 export type SectionClassesKey = ReturnType<typeof getSectionClassesViewKey>;

package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts

@@ -4,9 +4,9 @@ import { AccountMetadataPayload } from '../account/accountPayload';
 import { ClassMetadataPayload } from '../class/classPayload';
 import { SectionClassesViewStateV2 } from './sectionClassesViewState';
 export declare const initialState: SectionClassesViewStateV2;
-export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
+export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
     timeframe: "month" | "year" | "quarter";
-    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";
     sectionId: string;
     sectionPayload: SectionByClassCOABalanceGroupedPayloadV2;
     classesMetadataPayload: ClassMetadataPayload[];

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "transactions_reviewed" | "transaction_reviewed" | "transaction_reviewed_failed" | "transactions_reviewed_failed" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "transactions_reviewed" | "transaction_reviewed" | "transaction_reviewed_failed" | "transactions_reviewed_failed" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_creation";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "failed" | "success" | "notification";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;