@zeniai/client-epic-state 4.20.11 → 5.0.0-betaRD1

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -0,0 +1,19 @@
+/**
+ * Canonical union of `page_context` values for GET …/suggested-questions (and related Redux
+ * `suggestedQuestionsByPageContext` on `AiCfoViewState`).
+ *
+ * ## Report IDs vs `page_context`
+ *
+ * **These strings are not all finance `report_id` values.** They are the **API’s** `page_context`
+ * slugs. Only the **reports tab** subset is *derived* from `ReportID` (e.g. `profit_and_loss` →
+ * `profit_loss`). That mapping lives in the web app:
+ * `zeni-web-app-ui/src/aiCfo/aiCfoSuggestedQuestionsPageContext.ts`
+ * (`reportIdToAiCfoSuggestedQuestionsPageContext`).
+ *
+ * Other members (e.g. `dashboard`, `bills_list`, `task_checklist`) come from **product routes /
+ * screens**, not from report IDs. Adding a new host screen usually means extending this union and
+ * wiring route resolution in the UI; coordinate with the backend for suggested-questions support.
+ *
+ * @see README.md in this directory for maintenance expectations.
+ */
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/commonPayloadTypes/subAccountView/reportBySubAccountPayload.d.ts

@@ -1,5 +1,6 @@
 import { AccountsViewParentID, NestedAccountIDHierarchy } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { AccountMetadataPayload } from '../../entity/account/accountPayload';
 import { AccountGroupMetadataPayload } from '../../entity/accountGroup/accountGroupPayload';
 import { COABalanceGroupedByPeriodPayloadV2, COABalanceGroupedPayloadV2 } from '../v2/coaBalancePayload';
@@ -26,6 +27,7 @@ export interface AccountMetadataWithBalancesPayload {
     accountMetadataPayload: AccountMetadataPayload;
     accountsViewParentID?: AccountsViewParentID;
     classesViewParentID?: ClassesViewParentID;
+    projectsViewParentID?: ProjectsViewParentID;
 }
 export interface AccountGroupMetadataWithBalancesPayload {
     accountGroupBalances: COABalanceGroupedByPeriodPayloadV2;

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" | "Distribution" | "EarnYield" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "Liquidity" | "LockCard" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "Protection" | "ReceiptDark" | "ReceiptLight" | "Recurring" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Secure" | "Target" | "UnlockCard" | "VeryHappy" | "ZeniAssist";
 export type AnimationFileName = ReturnType<typeof toAnimationsFileName>;

package/lib/commonStateTypes/animations.js

@@ -27,6 +27,7 @@ const ALL_ANIMATIONS_FILE_NAMES = [
     'DashboardSidebarTopHalloween',
     'DashboardSidebarTopNewYear',
     'DashboardSidebarTopThanksgiving',
+    'Distribution',
     'EarnYield',
     'FastestWayDark',
     'FastestWayLight',
@@ -42,6 +43,7 @@ const ALL_ANIMATIONS_FILE_NAMES = [
     'Protection',
     'ReceiptDark',
     'ReceiptLight',
+    'Recurring',
     'ReimburseDark',
     'ReimburseLight',
     'RewardsDark',
@@ -50,6 +52,7 @@ const ALL_ANIMATIONS_FILE_NAMES = [
     'RewardsLightHover',
     'Secure',
     'Success',
+    'Target',
     'UnlockCard',
     'VeryHappy',
     'ZeniAssist',

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

@@ -0,0 +1,13 @@
+import { ZeniDate } from '../../zeniDayJS';
+import { ID } from '../common';
+import { Month } from '../timePeriod';
+import { COABalanceTimeFrame } from './coaBalance';
+import { COABalanceType } from './coaBalanceType';
+import { COABalancesFilter } from './coaBalancesFilter';
+export interface COABalancesFilterProjectView extends COABalancesFilter {
+    projectsToFilterOut: ID[];
+}
+export declare const newBalancesFilterProjectView: (firstMonthOfFY: Month, timeframe: COABalanceTimeFrame, numberOfPeriods?: number, thisPeriod?: {
+    endDate: ZeniDate;
+    startDate: ZeniDate;
+}, orderBy?: "ascending_date" | "descending_date", additionalBalances?: COABalanceType[], projectsToFilterOut?: ID[]) => COABalancesFilterProjectView;

package/lib/commonStateTypes/coaBalance/coaBalancesFilterProjectView.js

@@ -0,0 +1,9 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.newBalancesFilterProjectView = void 0;
+const coaBalancesFilter_1 = require("../../commonStateTypes/coaBalance/coaBalancesFilter");
+const newBalancesFilterProjectView = (firstMonthOfFY, timeframe, numberOfPeriods = 8, thisPeriod, orderBy = 'ascending_date', additionalBalances = [], projectsToFilterOut = []) => ({
+    ...(0, coaBalancesFilter_1.newBalancesFilter)(firstMonthOfFY, timeframe, numberOfPeriods, thisPeriod, orderBy, additionalBalances),
+    projectsToFilterOut,
+});
+exports.newBalancesFilterProjectView = newBalancesFilterProjectView;

package/lib/commonStateTypes/common.d.ts

@@ -23,7 +23,7 @@ export interface FetchedState extends FetchStateAndError {
     hasValidState(): boolean;
 }
 export type Mode = 'forecast_mode' | 'compare_mode' | 'off';
-export type AccountViewMode = 'classes' | 'account_group';
+export type AccountViewMode = 'classes' | 'account_group' | 'project';
 export interface FullName {
     firstName: string;
     lastName: string;

package/lib/commonStateTypes/projectView/projectViewParentID.d.ts

@@ -0,0 +1,5 @@
+import { ID } from '../common';
+export interface ProjectsViewParentID {
+    projectId: ID;
+    sectionId: ID;
+}

package/lib/commonStateTypes/projectView/projectViewParentID.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/commonStateTypes/viewAndReport/reportIDHelper.d.ts

@@ -1,6 +1,7 @@
 import { ReportIDPlusForecastID } from './viewAndReport';
 export declare const isPAndLReport: (reportId: ReportIDPlusForecastID) => boolean;
 export declare const isPAndLClassesViewReport: (reportId: ReportIDPlusForecastID) => boolean;
+export declare const isPAndLProjectViewReport: (reportId: ReportIDPlusForecastID) => boolean;
 export declare const isDashboardReport: (reportId: ReportIDPlusForecastID) => boolean;
 export declare const isDashboardClassesViewReport: (reportId: ReportIDPlusForecastID) => boolean;
 export declare const isCashFlowOrBalanceSheetReport: (reportId: ReportIDPlusForecastID) => boolean;

package/lib/commonStateTypes/viewAndReport/reportIDHelper.js

@@ -1,10 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isFluxAnalysisOpExReport = exports.isOpExByVendorReport = exports.isAgingReport = exports.isCashFlowOrBalanceSheetReport = exports.isDashboardClassesViewReport = exports.isDashboardReport = exports.isPAndLClassesViewReport = exports.isPAndLReport = void 0;
+exports.isFluxAnalysisOpExReport = exports.isOpExByVendorReport = exports.isAgingReport = exports.isCashFlowOrBalanceSheetReport = exports.isDashboardClassesViewReport = exports.isDashboardReport = exports.isPAndLProjectViewReport = exports.isPAndLClassesViewReport = exports.isPAndLReport = void 0;
 const isPAndLReport = (reportId) => reportId.startsWith('profit_and_loss');
 exports.isPAndLReport = isPAndLReport;
 const isPAndLClassesViewReport = (reportId) => reportId.startsWith('profit_and_loss_by_classes');
 exports.isPAndLClassesViewReport = isPAndLClassesViewReport;
+const isPAndLProjectViewReport = (reportId) => reportId.startsWith('profit_and_loss_by_projects');
+exports.isPAndLProjectViewReport = isPAndLProjectViewReport;
 const isDashboardReport = (reportId) => {
     const ids = reportId.split('+');
     const report = ids[0];

package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts

@@ -3,8 +3,8 @@ import { FetchStateAndError, ID } from '../common';
 import { DataAvailable } from '../dataAvailable';
 import { Status } from '../status';
 import { Month } from '../timePeriod';
-export declare const ALL_REPORT_IDS: readonly ["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", "zeni_treasury", "charge_cards", "other_connection", "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", "billing", "flux_analysis_operating_expense", "account_reconciliation", "zeni_credit_promo_card", "treasury_promo_card"];
-export declare const toReportID: (v: string) => "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" | "zeni_treasury" | "charge_cards" | "other_connection" | "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" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+export declare const ALL_REPORT_IDS: readonly ["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", "profit_and_loss_by_projects", "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", "zeni_treasury", "charge_cards", "other_connection", "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", "billing", "flux_analysis_operating_expense", "account_reconciliation", "zeni_credit_promo_card", "treasury_promo_card", "excluded_account_reconciliation"];
+export declare const toReportID: (v: string) => "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" | "profit_and_loss_by_projects" | "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" | "zeni_treasury" | "charge_cards" | "other_connection" | "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" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
 export type ReportID = ReturnType<typeof toReportID>;
 export type ReportIDPlusForecastID = ReportID | `${ReportID}+${ID}`;
 /** Any view state should extend this interface */

package/lib/commonStateTypes/viewAndReport/viewAndReport.js

@@ -17,6 +17,7 @@ exports.ALL_REPORT_IDS = [
     'top_expenses',
     'profit_and_loss',
     'profit_and_loss_by_classes',
+    'profit_and_loss_by_projects',
     'balance_sheet',
     'cash_flow',
     'dashboard',
@@ -60,6 +61,7 @@ exports.ALL_REPORT_IDS = [
     'account_reconciliation',
     'zeni_credit_promo_card',
     'treasury_promo_card',
+    'excluded_account_reconciliation',
 ];
 const toReportID = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_REPORT_IDS);
 exports.toReportID = toReportID;

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

@@ -12,6 +12,8 @@ export interface AccountBasePayload {
     account_sub_type?: string | null;
     account_type?: string | null;
     coa_id?: string | null;
+    currency_code?: string | null;
+    currency_symbol?: string | null;
     is_bill_editable_coa_account_type?: boolean | null;
     is_deleted?: boolean | null;
     last_4_digits?: string | null;

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

@@ -4,7 +4,7 @@ import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedCl
 import { ID, UpdateType } from '../../commonStateTypes/common';
 import { ReportIDPlusForecastID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountPayload } from './accountPayload';
-import { AccountBase, AccountState, StatementCloseDay } from './accountState';
+import { AccountBase, AccountKey, AccountState, StatementCloseDay } from './accountState';
 export declare const initialState: AccountState;
 export declare const updateAccounts: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: AccountPayload[], reportId: ReportIDPlusForecastID, classesViewParentId?: ClassesViewParentID | undefined, updateType?: UpdateType | undefined], AccountPayload[], "account/updateAccounts", never, {
     reportId: ReportIDPlusForecastID;
@@ -20,7 +20,10 @@ export declare const updateAccounts: import("@reduxjs/toolkit").ActionCreatorWit
     accountId: ID;
     reportId: ReportIDPlusForecastID;
     statementCloseDay: StatementCloseDay;
-}, "account/updateAccountStatementCloseDay">, clearAllAccounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"account/clearAllAccounts">;
+}, "account/updateAccountStatementCloseDay">, changeAccountKey: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    newKey: AccountKey;
+    oldKey: AccountKey;
+}, "account/changeAccountKey">, clearAllAccounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"account/clearAllAccounts">;
 declare const _default: import("redux").Reducer<AccountState>;
 export default _default;
 export declare const emptyAccount: AccountBase;

package/lib/entity/account/accountReducer.js

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.emptyAccount = exports.clearAllAccounts = exports.updateAccountStatementCloseDay = exports.updateMultipleSubAccountsWithBalances = exports.updateAccounts = exports.initialState = void 0;
+exports.emptyAccount = exports.clearAllAccounts = exports.changeAccountKey = exports.updateAccountStatementCloseDay = exports.updateMultipleSubAccountsWithBalances = exports.updateAccounts = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const assignWith_1 = __importDefault(require("lodash/assignWith"));
 const balanceChangePayload_1 = require("../../commonPayloadTypes/balanceChangePayload");
@@ -52,12 +52,17 @@ const account = (0, toolkit_1.createSlice)({
             draft.accountsByKey[key].statementCloseDay =
                 action.payload.statementCloseDay;
         },
+        changeAccountKey(draft, action) {
+            const { oldKey, newKey } = action.payload;
+            draft.accountsByKey[newKey] = draft.accountsByKey[oldKey];
+            delete draft.accountsByKey[oldKey];
+        },
         clearAllAccounts(draft) {
             draft.accountsByKey = {};
         },
     },
 });
-_a = account.actions, exports.updateAccounts = _a.updateAccounts, exports.updateMultipleSubAccountsWithBalances = _a.updateMultipleSubAccountsWithBalances, exports.updateAccountStatementCloseDay = _a.updateAccountStatementCloseDay, exports.clearAllAccounts = _a.clearAllAccounts;
+_a = account.actions, exports.updateAccounts = _a.updateAccounts, exports.updateMultipleSubAccountsWithBalances = _a.updateMultipleSubAccountsWithBalances, exports.updateAccountStatementCloseDay = _a.updateAccountStatementCloseDay, exports.changeAccountKey = _a.changeAccountKey, exports.clearAllAccounts = _a.clearAllAccounts;
 exports.default = account.reducer;
 /**
  * Helper functions.
@@ -85,11 +90,12 @@ function doUpdateSubAccountsWithBalances(draft, subAccountWithBalancesListPayloa
         const accountBalancesPayload = subAccountWithBalancesListPayload[index].accountBalancesPayload;
         const accountViewParentId = subAccountWithBalancesListPayload[index].accountsViewParentID;
         const classesViewParentId = subAccountWithBalancesListPayload[index].classesViewParentID;
-        doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountViewParentId, updateType);
+        const projectsViewParentId = subAccountWithBalancesListPayload[index].projectsViewParentID;
+        doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountViewParentId, projectsViewParentId, updateType);
     }
 }
-function doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountsViewParentId, updateType) {
-    const key = (0, accountState_1.getAccountKey)(reportId, accountBasePayload.account_id, classesViewParentId, accountsViewParentId);
+function doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalancesPayload, currencyPayload, reportId, timeframe, classesViewParentId, accountsViewParentId, projectsViewParentId, updateType) {
+    const key = (0, accountState_1.getAccountKey)(reportId, accountBasePayload.account_id, classesViewParentId, accountsViewParentId, projectsViewParentId);
     const balancesByPeriod = (0, coaBalancePayload_2.mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod)(accountBalancesPayload, currencyPayload, timeframe);
     if (key in draft && updateType === 'merge') {
         // only add balances
@@ -100,6 +106,7 @@ function doUpdateAccountWithBalancesV2(draft, accountBasePayload, accountBalance
             ...(0, accountPayload_1.mapAccountBasePayloadToAccountBase)(accountBasePayload),
             key,
             classesViewParentId,
+            projectsViewParentId,
         };
         latestAccount.balancesByPeriod = balancesByPeriod;
         draft[latestAccount.key] = latestAccount;

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

@@ -1,5 +1,6 @@
 import { AccountsViewParentID } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { AdditionalBalancesOptions } from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';
 import { COABalancesFilter } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
 import { ID } from '../../commonStateTypes/common';
@@ -12,6 +13,7 @@ export declare function getAccount(accountState: AccountState, id: {
     reportId: ReportIDPlusForecastID;
     accountsViewParentId?: AccountsViewParentID;
     classesViewParentId?: ClassesViewParentID;
+    projectsViewParentId?: ProjectsViewParentID;
 }, filter: COABalancesFilter, additionalBalancesOptions?: AdditionalBalancesOptions): {
     filter: COABalancesFilter;
     balancesInTimeframe: import("../../commonStateTypes/coaBalance/coaBalancesFilter").COABalancesSlice;
@@ -42,6 +44,7 @@ export declare function getAccount(accountState: AccountState, id: {
     qboId: string | undefined;
     coaId: string | undefined;
     classesViewParentId: ClassesViewParentID | undefined;
+    projectsViewParentId: ProjectsViewParentID | undefined;
     accountsViewParentId: AccountsViewParentID | undefined;
     labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
     isBillEditableCoaAccountType: boolean;
@@ -52,6 +55,7 @@ export declare function getAccountWithBalance(accountState: AccountState, id: {
     reportId: ReportIDPlusForecastID;
     accountsViewParentId?: AccountsViewParentID;
     classesViewParentId?: ClassesViewParentID;
+    projectsViewParentId?: ProjectsViewParentID;
 }): {
     accountId: string;
     accountName: string;
@@ -66,6 +70,7 @@ export declare function getAccountWithBalance(accountState: AccountState, id: {
     qboId: string | undefined;
     coaId: string | undefined;
     classesViewParentId: ClassesViewParentID | undefined;
+    projectsViewParentId: ProjectsViewParentID | undefined;
     accountsViewParentId: AccountsViewParentID | undefined;
     labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
     isBillEditableCoaAccountType: boolean;
@@ -78,6 +83,7 @@ export declare const getAccountsOrdered: (filter: COABalancesFilter, accountStat
     reportId: ReportIDPlusForecastID;
     accountsViewParentId?: AccountsViewParentID;
     classesViewParentId?: ClassesViewParentID;
+    projectsViewParentId?: ProjectsViewParentID;
 }, orderBy: "balance" | "expenses" | "income" | "cogs" | "cashPosition" | "cashIn" | "cashOut" | "otherIncome" | "otherExpenses" | "equity" | "assets" | "liabilities" | "operating_activities" | "investing_activities" | "financing_activities", order?: EntityOrder) => {
     filter: COABalancesFilter;
     balancesInTimeframe: import("../../commonStateTypes/coaBalance/coaBalancesFilter").COABalancesSlice;
@@ -108,6 +114,7 @@ export declare const getAccountsOrdered: (filter: COABalancesFilter, accountStat
     qboId: string | undefined;
     coaId: string | undefined;
     classesViewParentId: ClassesViewParentID | undefined;
+    projectsViewParentId: ProjectsViewParentID | undefined;
     accountsViewParentId: AccountsViewParentID | undefined;
     labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
     isBillEditableCoaAccountType: boolean;

package/lib/entity/account/accountSelector.js

@@ -11,7 +11,7 @@ const coaBalance_1 = require("../../commonStateTypes/coaBalance/coaBalance");
 const sortBalancesByFreeRangeTotal_1 = require("../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal");
 const accountState_1 = require("./accountState");
 function getCommonAccountFields(accountState, id) {
-    const key = (0, accountState_1.getAccountKey)(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId);
+    const key = (0, accountState_1.getAccountKey)(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
     const account = accountState.accountsByKey[key];
     if (account == null) {
         throw new Error(`Account with ${key} doesn't exists`);
@@ -30,6 +30,7 @@ function getCommonAccountFields(accountState, id) {
         qboId: account.qboId,
         coaId: account.coaId,
         classesViewParentId: account.classesViewParentId,
+        projectsViewParentId: account.projectsViewParentId,
         accountsViewParentId: account.accountsViewParentId,
         labels: account.labels,
         isBillEditableCoaAccountType: account.isBillEditableCoaAccountType ?? false,
@@ -59,7 +60,7 @@ const getAccountBase = (accountState, accountId, reportId) => {
 };
 exports.getAccountBase = getAccountBase;
 function getAccount(accountState, id, filter, additionalBalancesOptions) {
-    const key = (0, accountState_1.getAccountKey)(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId);
+    const key = (0, accountState_1.getAccountKey)(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
     const account = accountState.accountsByKey[key];
     if (account == null) {
         throw new Error(`Account with ${key} doesn't exists`);
@@ -110,6 +111,7 @@ const getAccountsOrdered = (filter, accountState, id, orderBy, order = 'last_bal
     reportId: id.reportId,
     classesViewParentId: id.classesViewParentId,
     accountsViewParentId: id.accountsViewParentId,
+    projectsViewParentId: id.projectsViewParentId,
 }, filter))
     .sort((a, b) => {
     switch (orderBy) {

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

@@ -1,6 +1,7 @@
 import { AccountsViewParentID } from '../../commonStateTypes/accountView/nestedAccountID';
 import { Balance } from '../../commonStateTypes/balance';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { COABalanceGrouped, COABalanceGroupedByPeriod } from '../../commonStateTypes/coaBalance/coaBalance';
 import { ID } from '../../commonStateTypes/common';
 import { RecommendationBase } from '../../commonStateTypes/recommendationBase';
@@ -14,7 +15,7 @@ export type UncategorizedAccountTypes = 'expense' | 'income';
 declare const toAccountLabel: (v: string) => "prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses";
 export type AccountLabel = ReturnType<typeof toAccountLabel>;
 export declare const toAccountLabelStrict: (v: string | null | undefined) => AccountLabel | undefined;
-export declare function getAccountKey(reportIdUniqueKey: ReportIDPlusForecastID, accountId: ID, classesViewParentId?: ClassesViewParentID, accountsViewParentId?: AccountsViewParentID): `${string}-cash_balance` | `${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}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${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` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${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}-zeni_treasury+${string}` | `${string}-charge_cards+${string}` | `${string}-other_connection+${string}` | `${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}-billing+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}` | `${string}-zeni_credit_promo_card+${string}` | `${string}-treasury_promo_card+${string}`;
+export declare function getAccountKey(reportIdUniqueKey: ReportIDPlusForecastID, accountId: ID, classesViewParentId?: ClassesViewParentID, accountsViewParentId?: AccountsViewParentID, projectsViewParentId?: ProjectsViewParentID): `${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}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${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}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${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` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-cash_balance+${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}` | `${string}-profit_and_loss_by_projects+${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}` | `${string}-zeni_treasury+${string}` | `${string}-charge_cards+${string}` | `${string}-other_connection+${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}` | `${string}-billing+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}` | `${string}-zeni_credit_promo_card+${string}` | `${string}-treasury_promo_card+${string}` | `${string}-excluded_account_reconciliation+${string}`;
 export type AccountKey = ReturnType<typeof getAccountKey>;
 export declare const toReconciliationAccountSource: (v: string) => "plaid" | "bank_statement";
 export type ReconciliationAccountSourceType = ReturnType<typeof toReconciliationAccountSource>;
@@ -76,6 +77,7 @@ export interface Account extends AccountBase {
     operatingActivities?: COABalanceGrouped;
     otherExpenses?: COABalanceGrouped;
     otherIncome?: COABalanceGrouped;
+    projectsViewParentId?: ProjectsViewParentID;
     statementCloseDay?: StatementCloseDay;
     status?: Status;
 }

package/lib/entity/account/accountState.js

@@ -44,7 +44,10 @@ const ALL_ACCOUNT_LABELS = [
 const toAccountLabel = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_ACCOUNT_LABELS);
 const toAccountLabelStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_ACCOUNT_LABELS);
 exports.toAccountLabelStrict = toAccountLabelStrict;
-function getAccountKey(reportIdUniqueKey, accountId, classesViewParentId, accountsViewParentId) {
+function getAccountKey(reportIdUniqueKey, accountId, classesViewParentId, accountsViewParentId, projectsViewParentId) {
+    if (projectsViewParentId != null) {
+        return `${projectsViewParentId.sectionId}-${projectsViewParentId.projectId}-${accountId}-${reportIdUniqueKey}`;
+    }
     if (classesViewParentId != null && accountsViewParentId == null) {
         return `${classesViewParentId.sectionId}-${classesViewParentId.parentClassId != null
             ? (0, nestedClassID_1.getNestedClassIDStr)(classesViewParentId.parentClassId)

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

@@ -34,6 +34,7 @@ export declare const cloneAccountsWithZeroBalance: (accounts: AccountReport[]) =
     qboId: string | undefined;
     coaId: string | undefined;
     classesViewParentId: import("../../commonStateTypes/classesView/nestedClassID").ClassesViewParentID | undefined;
+    projectsViewParentId: import("../../commonStateTypes/projectView/projectViewParentID").ProjectsViewParentID | undefined;
     accountsViewParentId: import("../../commonStateTypes/accountView/nestedAccountID").AccountsViewParentID | undefined;
     labels: ("prepaid_expenses" | "fixed_assets" | "uncategorized_income" | "uncategorized_expense" | "bank_charges_and_fees" | "travel_transportation" | "accrued_expenses")[];
     isBillEditableCoaAccountType: boolean;

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

@@ -1,5 +1,6 @@
 import { AccountsViewParentID, NestedAccountID, NestedAccountIDHierarchy } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
+import { ProjectsViewParentID } from '../../commonStateTypes/projectView/projectViewParentID';
 import { AdditionalBalancesOptions } from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';
 import { COABalancesFilter } from '../../commonStateTypes/coaBalance/coaBalancesFilter';
 import { EntityOrder } from '../../commonStateTypes/selectorTypes/selectorTypes';
@@ -22,5 +23,6 @@ export declare const getNestedAccountReportForAccount: (accountState: AccountSta
     reportId: ReportIDPlusForecastID;
     accountsViewParentId?: AccountsViewParentID;
     classesViewParentId?: ClassesViewParentID;
+    projectsViewParentId?: ProjectsViewParentID;
 }, filter: COABalancesFilter, accountHasSiblings: boolean, additionalBalancesOptions?: AdditionalBalancesOptions) => NestedAccountReport | undefined;
 export declare const sortNestedAccounts: (accounts: NestedAccountReport[], filter: COABalancesFilter, order?: EntityOrder) => NestedAccountReport[];

package/lib/entity/account/subAccountSelector.js

@@ -19,6 +19,7 @@ const getNestedAccountReportForAccount = (accountState, id, filter, accountHasSi
         reportId: id.reportId,
         classesViewParentId: id.classesViewParentId,
         accountsViewParentId: id.accountsViewParentId,
+        projectsViewParentId: id.projectsViewParentId,
     }, newFilter, additionalBalancesOptions);
     if (accountReport == null) {
         return undefined;
@@ -29,6 +30,7 @@ const getNestedAccountReportForAccount = (accountState, id, filter, accountHasSi
             reportId: id.reportId,
             accountIdHierarchy: childAccount,
             classesViewParentId: id.classesViewParentId,
+            projectsViewParentId: id.projectsViewParentId,
             accountsViewParentId: id.accountsViewParentId != null
                 ? {
                     parentAccountId: id.accountIdHierarchy.id,