@zeniai/client-epic-state 4.19.97 → 4.19.99-beta0ND

package/lib/commonStateTypes/animations.d.ts

@@ -1,2 +1,2 @@
-export declare const toAnimationsFileName: (v: string) => "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AiStarIcon" | "AiStarPlain" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "AutoTransfer" | "CloseCard" | "Confetti" | "ConfettiSuccess" | "DashboardChristmasSnow" | "DashboardNewYearShow" | "DashboardSidebarBottomChristmas" | "DashboardSidebarBottomHalloween" | "DashboardSidebarBottomNewYear" | "DashboardSidebarBottomThanksgiving" | "DashboardSidebarTopChristmas" | "DashboardSidebarTopHalloween" | "DashboardSidebarTopNewYear" | "DashboardSidebarTopThanksgiving" | "EarnYield" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "Liquidity" | "LockCard" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "Protection" | "ReceiptDark" | "ReceiptLight" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Secure" | "Success" | "UnlockCard" | "VeryHappy" | "ZeniAssist";
+export declare const toAnimationsFileName: (v: string) => "Success" | "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AiStarIcon" | "AiStarPlain" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "AutoTransfer" | "CloseCard" | "Confetti" | "ConfettiSuccess" | "DashboardChristmasSnow" | "DashboardNewYearShow" | "DashboardSidebarBottomChristmas" | "DashboardSidebarBottomHalloween" | "DashboardSidebarBottomNewYear" | "DashboardSidebarBottomThanksgiving" | "DashboardSidebarTopChristmas" | "DashboardSidebarTopHalloween" | "DashboardSidebarTopNewYear" | "DashboardSidebarTopThanksgiving" | "EarnYield" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "Liquidity" | "LockCard" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "Protection" | "ReceiptDark" | "ReceiptLight" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Secure" | "UnlockCard" | "VeryHappy" | "ZeniAssist";
 export type AnimationFileName = ReturnType<typeof toAnimationsFileName>;

package/lib/commonStateTypes/coaBalance/coaBalanceType.d.ts

@@ -5,3 +5,5 @@ export type COABalanceType = 'default' | 'default_with_percent' | 'default_with_
 export declare const toCOABalanceType: (v: string) => COABalanceType;
 export declare const toCOABalanceTypeStrict: (v: string) => COABalanceType | undefined;
 export declare const isCalculatedBalanceType: (id: string) => id is CalculatedBalance;
+/** Removes compare-mode balance types (horizontal P&L-by-class does not use them). */
+export declare function stripCompareAdditionalBalanceTypes(balances: readonly COABalanceType[]): COABalanceType[];

package/lib/commonStateTypes/coaBalance/coaBalanceType.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isCalculatedBalanceType = exports.toCOABalanceTypeStrict = exports.toCOABalanceType = void 0;
+exports.stripCompareAdditionalBalanceTypes = stripCompareAdditionalBalanceTypes;
 const stringToUnion_1 = require("../stringToUnion");
 const ALL_COA_BALANCE_FIELDS = [
     'default',
@@ -33,3 +34,8 @@ const toCOABalanceTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v
 exports.toCOABalanceTypeStrict = toCOABalanceTypeStrict;
 const isCalculatedBalanceType = (id) => ALL_CALCULATED_BALANCES.find((sectionId) => id === sectionId) != null;
 exports.isCalculatedBalanceType = isCalculatedBalanceType;
+/** Removes compare-mode balance types (horizontal P&L-by-class does not use them). */
+function stripCompareAdditionalBalanceTypes(balances) {
+    return balances.filter((balanceType) => balanceType !== 'this_period_vs_last_period' &&
+        balanceType !== 'this_period_vs_last_period_percent');
+}

package/lib/commonStateTypes/currencyHelper.d.ts

@@ -1 +1,4 @@
+import { Currency } from './amount';
 export declare const isUsdCurrency: (currencyCode: string) => currencyCode is "USD";
+/** Default home-currency fallback when tenant/report currency is unset. */
+export declare const defaultCustomerCurrency: Currency;

package/lib/commonStateTypes/currencyHelper.js

@@ -1,7 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isUsdCurrency = void 0;
+exports.defaultCustomerCurrency = exports.isUsdCurrency = void 0;
 const isUsdCurrency = (currencyCode) => {
     return currencyCode === 'USD';
 };
 exports.isUsdCurrency = isUsdCurrency;
+/** Default home-currency fallback when tenant/report currency is unset. */
+exports.defaultCustomerCurrency = {
+    currencyCode: 'USD',
+    currencySymbol: '$',
+};

package/lib/commonStateTypes/reduceFetchState.d.ts

@@ -11,6 +11,15 @@ export declare const isAllFetchCompleted: (fetchStateList: FetchStateAndError[])
  * @return single fetchStateWithError
  */
 export declare function reduceFetchState(fetchStateList: FetchStateAndError[]): FetchStateAndError;
+/**
+ * Combine multiple independent fetches (e.g. month / quarter / year for one report).
+ * In-Progress if any fetch is in progress; Completed only when all complete; Error if
+ * any failed once nothing is still in progress.
+ *
+ * Differs from {@link reduceFetchState} (requires all In-Progress for that state) and
+ * from {@link reduceAllFetchState} (Error only when every fetch failed).
+ */
+export declare function reduceFetchStateParallelTimeframes(fetchStateList: FetchStateAndError[]): FetchStateAndError;
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states

package/lib/commonStateTypes/reduceFetchState.js

@@ -2,6 +2,7 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.reduceAnyCompletedFetchState = exports.reduceAllFetchState = exports.reduceAnyFetchState = exports.isAnyFetchCompleted = exports.isAnyFetchInProgress = exports.isAllFetchCompleted = void 0;
 exports.reduceFetchState = reduceFetchState;
+exports.reduceFetchStateParallelTimeframes = reduceFetchStateParallelTimeframes;
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states
@@ -55,6 +56,31 @@ function reduceFetchState(fetchStateList) {
         error,
     };
 }
+/**
+ * Combine multiple independent fetches (e.g. month / quarter / year for one report).
+ * In-Progress if any fetch is in progress; Completed only when all complete; Error if
+ * any failed once nothing is still in progress.
+ *
+ * Differs from {@link reduceFetchState} (requires all In-Progress for that state) and
+ * from {@link reduceAllFetchState} (Error only when every fetch failed).
+ */
+function reduceFetchStateParallelTimeframes(fetchStateList) {
+    const isAnyProgress = fetchStateList.some((s) => s.fetchState === 'In-Progress');
+    const isAllCompleted = fetchStateList.every((s) => s.fetchState === 'Completed');
+    const isAnyError = fetchStateList.some((s) => s.fetchState === 'Error');
+    const error = reduceError(fetchStateList);
+    let fetchState = 'Not-Started';
+    if (isAnyProgress) {
+        fetchState = 'In-Progress';
+    }
+    else if (isAllCompleted) {
+        fetchState = 'Completed';
+    }
+    else if (isAnyError) {
+        fetchState = 'Error';
+    }
+    return { fetchState, error };
+}
 /**
  * Reduces list of fetch state to boolean
  * @param fetchStateList list of fetch states

package/lib/entity/account/accountPayload.d.ts

@@ -16,6 +16,8 @@ export interface AccountBasePayload {
     is_deleted?: boolean | null;
     last_4_digits?: string | null;
     logo?: URLPayload;
+    payment_type?: string | null;
+    payment_type_name?: string | null;
     qbo_id?: string;
     reconciliation_source?: string | null;
     tax_1099_config?: Tax1099ConfigPayload | null;

package/lib/entity/account/accountPayload.js

@@ -13,6 +13,8 @@ const mapAccountBasePayloadToAccountBase = (payload) => ({
     accountDescription: payload.account_description ?? '',
     last4Digits: payload.last_4_digits ?? undefined,
     logo: payload.logo == null ? undefined : (0, urlPayload_1.toURL)(payload.logo),
+    paymentType: payload.payment_type ?? undefined,
+    paymentTypeName: payload.payment_type_name ?? undefined,
     qboId: payload.qbo_id ?? undefined,
     coaId: payload.coa_id ?? undefined,
     labels: toAccountLabelArray(payload.labels ?? []),

package/lib/entity/account/accountState.d.ts

@@ -43,6 +43,8 @@ export interface AccountBase {
     isPreFilled?: boolean;
     last4Digits?: string;
     logo?: ZeniUrl;
+    paymentType?: string;
+    paymentTypeName?: string;
     qboId?: ID;
     reconciliationSource?: ReconciliationAccountSourceType;
     tax1099Config?: Tax1099Config;

package/lib/entity/aiCfo/aiCfoSelector.d.ts

@@ -1,6 +1,5 @@
 import { ID } from '../../commonStateTypes/common';
-import { AiCfoQuestionWithAnswer, AiCfoState } from './aiCfoState';
-import { ChatSession } from './aiCfoState';
+import { AiCfoQuestionWithAnswer, AiCfoState, ChatSession } from './aiCfoState';
 export declare function getAllQuestionAnswersForChatSession(state: AiCfoState, chatSessionId: ID): AiCfoQuestionWithAnswer[];
 export declare function getQuestionAnswerByIdForChatSession(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): AiCfoQuestionWithAnswer | undefined;
 export declare function getAllQuestionsForChatSession(state: AiCfoState, chatSessionId: ID): string[];

package/lib/entity/billPay/billTransaction/billTransactionState.d.ts

@@ -7,8 +7,6 @@ import { VendorTransaction } from '../../transaction/stateTypes/vendorTransactio
 export interface BillTransaction extends VendorTransaction {
     billPayInfo: BillPayInfo;
     candidateVendorName: string;
-    classId: ID;
-    className: string;
     createdBy: ID;
     deletionInfo: DeletionInfo;
     entityApprovalId: ID;
@@ -21,6 +19,8 @@ export interface BillTransaction extends VendorTransaction {
     updateTime: ZeniDate;
     bookCloseDate?: ZeniDate;
     bulkProcessingDetail?: BulkProcessingDetail;
+    classId?: ID;
+    className?: string;
     lastUpdatedByUserId?: ID;
     recurringBillConfigId?: ID;
     recurringBillInstance?: number;

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

@@ -1,4 +1,3 @@
-import { Currency } from '../../commonStateTypes/amount';
 import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
 import { ZeniUrl as Url } from '../../zeniUrl';
@@ -47,4 +46,3 @@ export interface Customer extends CustomerBase {
 export interface CustomerState {
     byCustomerId: Record<ID, Customer>;
 }
-export declare const defaultCustomerCurrency: Currency;

package/lib/entity/customer/customerState.js

@@ -1,7 +1,2 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.defaultCustomerCurrency = void 0;
-exports.defaultCustomerCurrency = {
-    currencyCode: 'USD',
-    currencySymbol: '$',
-};

package/lib/entity/depositAccount/depositAccount.d.ts

@@ -40,7 +40,7 @@ export interface DepositSubAccountType {
     code: DepositSubAccountTypeCodeType;
     name: string;
 }
-export declare const toDepositSubAccounTypeCodeType: (v: string) => "checking" | "savings";
+export declare const toDepositSubAccounTypeCodeType: (v: string) => "Zinc" | "Bronze" | "Gold" | "Silver" | "Platinum" | "Checking";
 type DepositSubAccountTypeCodeType = ReturnType<typeof toDepositSubAccounTypeCodeType>;
 export declare const toDepositAccountStatusType: (v: string) => "Open" | "Frozen" | "Closed";
 export type DepositAccountStatus = ReturnType<typeof toDepositAccountStatusType>;

package/lib/entity/depositAccount/depositAccount.js

@@ -2,7 +2,14 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toDepositAccountStatusType = exports.toDepositSubAccounTypeCodeType = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
-const ALL_DEPOSIT_SUB_ACCOUNT_TYPE_CODE = ['checking', 'savings'];
+const ALL_DEPOSIT_SUB_ACCOUNT_TYPE_CODE = [
+    'Zinc',
+    'Bronze',
+    'Gold',
+    'Silver',
+    'Platinum',
+    'Checking',
+];
 const toDepositSubAccounTypeCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_DEPOSIT_SUB_ACCOUNT_TYPE_CODE);
 exports.toDepositSubAccounTypeCodeType = toDepositSubAccounTypeCodeType;
 const ALL_DEPOSIT_ACCOUNT_STATUS_TYPE = ['Closed', 'Open', 'Frozen'];

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -13,6 +13,39 @@ export interface JEScheduleOtherAttributesPayload {
     asset_id?: string | null;
     starting_balance?: number | null;
 }
+export interface JEScheduleAISummaryFieldPayload {
+    confidence: number;
+    reasoning: string;
+    predicted_value?: number | string;
+}
+export interface JEScheduleAISummariesPayload {
+    credit_account?: JEScheduleAISummaryFieldPayload;
+    credit_accounting_class?: JEScheduleAISummaryFieldPayload;
+    debit_account?: JEScheduleAISummaryFieldPayload;
+    debit_accounting_class?: JEScheduleAISummaryFieldPayload;
+    period?: JEScheduleAISummaryFieldPayload;
+    posting_date?: JEScheduleAISummaryFieldPayload;
+}
+export interface JEScheduleRecommendationsPayload {
+    amortization_days?: number | null;
+    amortization_months_estimate?: number | null;
+    credit_account_confidence?: number;
+    credit_account_id?: string | null;
+    credit_accounting_class_id?: string | null;
+    credit_class_confidence?: number;
+    debit_account_confidence?: number;
+    debit_account_id?: string | null;
+    debit_accounting_class_id?: string | null;
+    debit_class_confidence?: number;
+    end_date?: string | null;
+    je_schedule_type?: string | null;
+    period?: number | null;
+    period_confidence?: number;
+    posting_date?: string | null;
+    similar_transactions?: unknown[];
+    start_date?: string | null;
+    starting_month?: string | null;
+}
 export interface JEScheduledTransactionPayload {
     balance: number | null;
     base_transaction: ScheduleTransactionPayload;
@@ -35,7 +68,9 @@ export interface JEScheduledTransactionPayload {
     status: StatusCodeWithLabelPayload;
     updated_by: UserPayload;
     vendor: VendorPayload;
+    ai_summaries?: JEScheduleAISummariesPayload;
     end_date?: string | null;
+    recommendations?: JEScheduleRecommendationsPayload;
     updated_at?: string | null;
 }
 export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -146,6 +146,49 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
+function toJEScheduleAIRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    const result = {};
+    if (payload.debit_account != null) {
+        result.debitAccount = {
+            confidence: payload.debit_account.confidence,
+            reasoning: payload.debit_account.reasoning,
+        };
+    }
+    if (payload.credit_account != null) {
+        result.creditAccount = {
+            confidence: payload.credit_account.confidence,
+            reasoning: payload.credit_account.reasoning,
+        };
+    }
+    if (payload.debit_accounting_class != null) {
+        result.debitClass = {
+            confidence: payload.debit_accounting_class.confidence,
+            reasoning: payload.debit_accounting_class.reasoning,
+        };
+    }
+    if (payload.credit_accounting_class != null) {
+        result.creditClass = {
+            confidence: payload.credit_accounting_class.confidence,
+            reasoning: payload.credit_accounting_class.reasoning,
+        };
+    }
+    if (payload.period != null) {
+        result.period = {
+            confidence: payload.period.confidence,
+            reasoning: payload.period.reasoning,
+        };
+    }
+    if (payload.posting_date != null) {
+        result.postingDate = {
+            confidence: payload.posting_date.confidence,
+            reasoning: payload.posting_date.reasoning,
+        };
+    }
+    return Object.keys(result).length > 0 ? result : undefined;
+}
 function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -190,6 +233,7 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
+        aiRecommendations: toJEScheduleAIRecommendations(payload.ai_summaries),
     };
 }
 function toJEAccruedScheduledTransaction(payload) {

package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts

@@ -9,7 +9,7 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
 import { TransactionID } from '../transaction/stateTypes/transaction';
 import { User } from '../user/userState';
 import { Vendor } from '../vendor/vendorState';
-import { JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
+import { JEScheduleAIRecommendations, JEScheduleOtherAttributes, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,6 +59,7 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
+    aiRecommendations?: JEScheduleAIRecommendations;
     balanceAsOfToday?: Amount;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,7 +77,7 @@ exports.getJEAccruedScheduleByJEScheduleKey = getJEAccruedScheduleByJEScheduleKe
 const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = (0, get_1.default)(jeSchedulesState.schedulesByTransactionKey, jeScheduleTransactionKey);
-    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, } = jeScheduleTransactionState;
+    const { period, updatedByUserID: updatedBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiRecommendations, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
@@ -134,6 +134,7 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
+        aiRecommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -12,6 +12,18 @@ export interface ScheduleJournalStatusCode {
     code: ScheduleJournalEntryStatusCodeType;
     label: string;
 }
+export interface JEScheduleFieldRecommendation {
+    confidence: number;
+    reasoning: string;
+}
+export interface JEScheduleAIRecommendations {
+    creditAccount?: JEScheduleFieldRecommendation;
+    creditClass?: JEScheduleFieldRecommendation;
+    debitAccount?: JEScheduleFieldRecommendation;
+    debitClass?: JEScheduleFieldRecommendation;
+    period?: JEScheduleFieldRecommendation;
+    postingDate?: JEScheduleFieldRecommendation;
+}
 export interface JEScheduleOtherAttributes {
     assetId?: string;
     startingBalance?: Amount;
@@ -56,6 +68,7 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
+    aiRecommendations?: JEScheduleAIRecommendations;
     balanceAsOfToday?: number;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;

package/lib/entity/reimbursement/reimbursementPayload.d.ts

@@ -3,6 +3,7 @@ import { SegregatedReimbursementLineWithRecommendation } from '../../view/spendM
 import { AccountBasePayload } from '../account/accountPayload';
 import { BillAccountPayload, BillPaymentMethodPayload, BillPaymentStatusPayload, BillStagePayload, BillStatusPayload, BulkOperationDetailPayload, DeletionInfoPayload } from '../billPay/billTransaction/billTransactionPayload';
 import { ClassBasePayload } from '../class/classPayload';
+import { CustomerBasePayload } from '../customer/customerPayload';
 import { MerchantBasePayload } from '../merchant/merchantPayload';
 import { AttachmentPayload } from '../transaction/payloadTypes/attachmentPayload';
 import { LineDetail, Reimbursement, ReimbursementTypeCode } from './reimbursementState';
@@ -68,6 +69,7 @@ interface ReimbursementTypePayload {
 export interface LineDetailPayload {
     class: ClassBasePayload;
     account?: AccountBasePayload;
+    customer?: CustomerBasePayload;
 }
 interface ReimbursementInfoPayload {
     actual_deposit_date: string | null;

package/lib/entity/reimbursement/reimbursementPayload.js

@@ -8,6 +8,7 @@ const zeniDayJS_1 = require("../../zeniDayJS");
 const accountPayload_1 = require("../account/accountPayload");
 const billTransactionPayload_1 = require("../billPay/billTransaction/billTransactionPayload");
 const classPayload_1 = require("../class/classPayload");
+const customerPayload_1 = require("../customer/customerPayload");
 const merchantPayload_1 = require("../merchant/merchantPayload");
 const attachmentPayload_1 = require("../transaction/payloadTypes/attachmentPayload");
 const ALL_REIMBURSEMENT_TRANSACTION_TYPE = ['reimbursement'];
@@ -171,6 +172,9 @@ const toLineDetailPayload = (lineDetail) => ({
     account: lineDetail.account != null
         ? (0, accountPayload_1.toAccountPayload)(lineDetail.account)
         : undefined,
+    customer: lineDetail.customer != null
+        ? (0, customerPayload_1.toCustomerBasePayload)(undefined, lineDetail.customer)
+        : undefined,
 });
 exports.toLineDetailPayload = toLineDetailPayload;
 const toLineDetail = (payload) => ({
@@ -180,6 +184,9 @@ const toLineDetail = (payload) => ({
     account: payload.account?.account_id != null
         ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload.account)
         : undefined,
+    customer: payload.customer?.customer_id != null
+        ? (0, customerPayload_1.toCustomerBase)(payload.customer, false)
+        : undefined,
 });
 const toDistanceMilage = (payload) => ({
     unit: payload.unit,

package/lib/entity/reimbursement/reimbursementState.d.ts

@@ -6,6 +6,7 @@ import { ZeniUrl as Url } from '../../zeniUrl';
 import { AccountBase } from '../account/accountState';
 import { BillPaymentStatus, BillStage, BillStatus, BulkProcessingDetail, DeletionInfo } from '../billPay/billTransaction/billTransactionState';
 import { ClassBase } from '../class/classState';
+import { CustomerBase } from '../customer/customerState';
 import { MerchantBase } from '../merchant/merchant';
 import { Attachment } from '../transaction/stateTypes/attachment';
 import { ReimbursementTransactionType } from './reimbursementPayload';
@@ -58,6 +59,7 @@ export interface DistanceMilage {
 export interface LineDetail {
     account?: AccountBase;
     class?: ClassBase;
+    customer?: CustomerBase;
 }
 export interface ReimbursementInfo {
     billPaymentMethodType: RemiPaymentMethod;

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" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "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" | "update_charge_card_name" | "update_charge_card_name_card_user" | "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" | "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_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
+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" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "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" | "update_charge_card_name" | "update_charge_card_name_card_user" | "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" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "success" | "failed";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -152,6 +152,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'missing_receipts_attachment',
     'flux_analysis_unreviewed',
     'flux_analysis_reviewed',
+    'receipt_match',
     'receipts_upload',
     'billing_address_view',
     'express_pay_submit',

package/lib/entity/task/taskPayload.d.ts

@@ -21,6 +21,7 @@ export interface TaskPayload {
     type: AllowedValueWithCodePayload;
     update_time: string | null;
     company_id?: string;
+    group_assignees?: string[];
     sync_token?: string | null;
     task_group_ids?: string[] | null;
 }

package/lib/entity/task/taskPayload.js

@@ -42,5 +42,6 @@ const mapTaskPayloadToTask = (payload) => ({
     timeSpent: payload.time_spent != null
         ? (0, formatMinutesToFromHHMM_1.convertMinutesToHHMM)(payload.time_spent)
         : (0, formatMinutesToFromHHMM_1.convertMinutesToHHMM)(0),
+    groupAssignees: payload.group_assignees ?? [],
 });
 exports.mapTaskPayloadToTask = mapTaskPayloadToTask;

package/lib/entity/task/taskState.d.ts

@@ -7,6 +7,7 @@ export interface Task {
     createTime: ZeniDate;
     description: string;
     fileIds: string[];
+    groupAssignees: ID[];
     id: ID;
     isArchived: boolean;
     isDeleted: boolean;

package/lib/entity/tenant/tenantPayload.d.ts

@@ -33,6 +33,7 @@ interface TenantPayload {
     invite_create_time: string;
     inviter_email: string;
     inviter_id: ID;
+    is_accounting_classes_enabled: boolean;
     is_admin: boolean;
     is_ap_analyst: boolean;
     is_banker: boolean;

package/lib/entity/tenant/tenantReducer.js

@@ -561,6 +561,7 @@ function mapTenantsPayloadToState(tenantsPayload, userTenantPayload) {
 function mapTenantPayloadToTenant(payload, userTenantPayload) {
     const tenant = {
         accountingClassIDs: payload.accounting_class_ids,
+        isAccountingClassesEnabled: payload.is_accounting_classes_enabled ?? true,
         bookCloseDate: payload.book_close_date != null
             ? (0, zeniDayJS_1.date)(payload.book_close_date)
             : undefined,

package/lib/entity/tenant/tenantSelector.d.ts

@@ -85,6 +85,7 @@ export declare const getCurrentTenantExternalConnections: (tenantState: TenantSt
 export declare const toTenantCoreDetailsView: (tenantsBaseView: TenantBaseView[]) => TenantCoreDetailsView[];
 export declare const isTenantBankingOnly: (isDebitCardFlagEnabled: boolean, tenant: Tenant | undefined) => boolean;
 export declare const isTenantCardsOnly: (tenant: Tenant | undefined) => boolean;
+export declare const getIsAccountingClassesEnabled: (state: RootState) => boolean;
 export declare const isTenantBookkeepingEnabled: (tenant: Tenant | undefined) => boolean;
 export declare const isOtherProductsEnabledForTenant: (tenant: Tenant | undefined) => boolean;
 export declare const isTenantTreasuryEnabled: (tenant: Tenant | undefined) => boolean;

package/lib/entity/tenant/tenantSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
+exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getTenantsByCheckInDateSelector = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = void 0;
 exports.getTenant = getTenant;
 exports.getOnboardingTenantByTenantId = getOnboardingTenantByTenantId;
 const toolkit_1 = require("@reduxjs/toolkit");
@@ -280,6 +280,14 @@ const isTenantCardsOnly = (tenant) => {
         : false;
 };
 exports.isTenantCardsOnly = isTenantCardsOnly;
+const getIsAccountingClassesEnabled = (state) => {
+    const { currentTenantId, tenantsById } = state.tenantState;
+    if (currentTenantId == null) {
+        return true;
+    }
+    return tenantsById[currentTenantId]?.isAccountingClassesEnabled ?? true;
+};
+exports.getIsAccountingClassesEnabled = getIsAccountingClassesEnabled;
 const isTenantBookkeepingEnabled = (tenant) => {
     // if the tenants API takes time, tenant can be non null with productSettings as null
     return tenant != null && tenant.productSettings != null

package/lib/entity/tenant/tenantState.d.ts

@@ -69,6 +69,7 @@ export interface Tenant {
     inviteCreateTime: ZeniDate;
     inviterEmail: string;
     inviterUserId: ID;
+    isAccountingClassesEnabled: boolean;
     isCustomerCreated: boolean;
     isEmailGroupCreated: boolean;
     isOnboardingCompleted: boolean;

package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts

@@ -33,6 +33,9 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
     recipient_total_amount?: number;
     recommendations?: RecommendationPayload[];
     sync_token?: string;
+    target_account_id?: string | null;
+    target_account_integration_id?: string | null;
+    target_account_name?: string | null;
     total_amount?: number;
     transaction_type_name?: string;
     transaction_update_time?: string;

package/lib/entity/transaction/payloadTypes/transactionPayload.js

@@ -65,6 +65,17 @@ const toTransaction = (payload) => {
         ...(payload.customer_name !== null && payload.customer_name !== ''
             ? { customerName: payload.customer_name }
             : {}),
+        ...(payload.target_account_id !== null && payload.target_account_id !== ''
+            ? { targetAccountId: payload.target_account_id }
+            : {}),
+        ...(payload.target_account_integration_id !== null &&
+            payload.target_account_integration_id !== ''
+            ? { targetAccountIntegrationId: payload.target_account_integration_id }
+            : {}),
+        ...(payload.target_account_name !== null &&
+            payload.target_account_name !== ''
+            ? { targetAccountName: payload.target_account_name }
+            : {}),
         linkedTransactions: payload.linked_transactions?.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)),
         lines: payload?.lines?.map((linePayload) => (0, transactionLinePayload_1.toLine)(linePayload, amount, recipientAmount)),
         account: payloadHasAccountInfo(payload)

package/lib/entity/transaction/stateTypes/transaction.d.ts

@@ -40,6 +40,9 @@ export interface Transaction extends BaseTransaction {
     qboId?: string;
     recommendations?: RecommendationByLineId;
     syncToken?: string;
+    targetAccountId?: ID;
+    targetAccountIntegrationId?: string;
+    targetAccountName?: string;
     updateTime?: ZeniDate;
     vendorId?: ID;
     vendorName?: string;