@zeniai/client-epic-state 4.20.2 → 4.20.3-beta20ND

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/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/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/jeSchedules/jeSchedulesPayload.d.ts

@@ -13,6 +13,41 @@ 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;
+    schedule_type?: JEScheduleAISummaryFieldPayload;
+}
+export interface JEScheduleRecommendationsPayload {
+    credit_account_confidence?: number;
+    credit_class_confidence?: number;
+    debit_account_confidence?: number;
+    debit_class_confidence?: number;
+    end_date?: string | null;
+    je_credit_account_id?: string | null;
+    je_credit_accounting_class_id?: string | null;
+    je_debit_account_id?: string | null;
+    je_debit_accounting_class_id?: string | null;
+    je_schedule_type?: string | null;
+    je_schedule_type_confidence?: number;
+    period?: number | null;
+    period_confidence?: number;
+    posting_date?: string | null;
+    posting_date_confidence?: number;
+    similar_transactions?: unknown[];
+    start_date?: string | null;
+    starting_month?: string | null;
+    starting_month_confidence?: number;
+}
 export interface JEScheduledTransactionPayload {
     balance: number | null;
     base_transaction: ScheduleTransactionPayload;
@@ -35,7 +70,10 @@ export interface JEScheduledTransactionPayload {
     status: StatusCodeWithLabelPayload;
     updated_by: UserPayload;
     vendor: VendorPayload;
+    ai_summaries?: JEScheduleAISummariesPayload;
+    created_by?: UserPayload;
     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 +146,81 @@ function toJEScheduleOtherAttributes(payload) {
         assetId: payload.asset_id ?? undefined,
     };
 }
+function toJEScheduleAISummaries(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,
+        };
+    }
+    if (payload.schedule_type != null) {
+        result.scheduleType = {
+            confidence: payload.schedule_type.confidence,
+            reasoning: payload.schedule_type.reasoning,
+        };
+    }
+    return Object.keys(result).length > 0 ? result : undefined;
+}
+function toJEScheduleRecommendations(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        creditAccountConfidence: payload.credit_account_confidence,
+        creditClassConfidence: payload.credit_class_confidence,
+        debitAccountConfidence: payload.debit_account_confidence,
+        debitClassConfidence: payload.debit_class_confidence,
+        endDate: payload.end_date ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeScheduleType: payload.je_schedule_type ?? undefined,
+        jeScheduleTypeConfidence: payload.je_schedule_type_confidence,
+        period: payload.period ?? undefined,
+        periodConfidence: payload.period_confidence,
+        postingDate: payload.posting_date ?? undefined,
+        postingDateConfidence: payload.posting_date_confidence,
+        similarTransactions: payload.similar_transactions,
+        startDate: payload.start_date ?? undefined,
+        startingMonth: payload.starting_month ?? undefined,
+        startingMonthConfidence: payload.starting_month_confidence,
+    };
+}
 function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -190,6 +265,9 @@ function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 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 { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
 export interface ScheduledJournalEntry {
     error: JournalEntryErrorCodeType[];
@@ -59,13 +59,16 @@ export interface JEScheduledTransaction {
     scheduledJournalEntry: ScheduledJournalEntry[];
     status: ScheduleStatus;
     vendor: Vendor;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: Amount;
+    createdByUser?: User;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUser?: User;

package/lib/entity/jeSchedules/jeSchedulesSelector.js

@@ -77,12 +77,13 @@ 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, createdByUserID: createdBy, vendorId, jeCredit, jeDebit, currencyCode, currencySymbol, balanceAsOfToday, baseTransaction, startDate, endDate, status, updatedAt, jeScheduleId, scheduledJournalEntry, dayOfPostingDate: postingDate, lastDayOfMonth, otherAttributes, jeScheduleType, aiSummaries, recommendations, } = jeScheduleTransactionState;
     const vendorDetails = (0, vendorSelector_1.getVendorByVendorId)(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? (0, userSelector_1.getUserByUserId)(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? (0, userSelector_1.getUserByUserId)(userState, createdBy) : undefined;
     const baseTransactionObject = (0, transactionSelector_1.getScheduleTransactionById)(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -134,6 +135,9 @@ const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransacti
             account: accountDebit,
         },
         scheduledJournalEntry,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };
 exports.getJEScheduledTransactionByJEScheduleTransactionKey = getJEScheduledTransactionByJEScheduleTransactionKey;

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

@@ -12,6 +12,40 @@ export interface ScheduleJournalStatusCode {
     code: ScheduleJournalEntryStatusCodeType;
     label: string;
 }
+export interface JEScheduleFieldRecommendation {
+    confidence: number;
+    reasoning: string;
+}
+export interface JEScheduleAISummaries {
+    creditAccount?: JEScheduleFieldRecommendation;
+    creditClass?: JEScheduleFieldRecommendation;
+    debitAccount?: JEScheduleFieldRecommendation;
+    debitClass?: JEScheduleFieldRecommendation;
+    period?: JEScheduleFieldRecommendation;
+    postingDate?: JEScheduleFieldRecommendation;
+    scheduleType?: JEScheduleFieldRecommendation;
+}
+export interface JEScheduleRecommendations {
+    creditAccountConfidence?: number;
+    creditClassConfidence?: number;
+    debitAccountConfidence?: number;
+    debitClassConfidence?: number;
+    endDate?: string;
+    jeCreditAccountId?: string;
+    jeCreditAccountingClassId?: string;
+    jeDebitAccountId?: string;
+    jeDebitAccountingClassId?: string;
+    jeScheduleType?: string;
+    jeScheduleTypeConfidence?: number;
+    period?: number;
+    periodConfidence?: number;
+    postingDate?: string;
+    postingDateConfidence?: number;
+    similarTransactions?: unknown[];
+    startDate?: string;
+    startingMonth?: string;
+    startingMonthConfidence?: number;
+}
 export interface JEScheduleOtherAttributes {
     assetId?: string;
     startingBalance?: Amount;
@@ -56,13 +90,16 @@ export interface JEScheduledTransactionState {
     scheduledJournalEntry: ScheduledJournalEntryState[];
     status: ScheduleStatus;
     vendorId: ID;
+    aiSummaries?: JEScheduleAISummaries;
     balanceAsOfToday?: number;
+    createdByUserID?: ID;
     dayOfPostingDate?: ScheduleDaysOfMonth;
     endDate?: ZeniDate;
     jeScheduleId?: ID;
     jeScheduleType?: ScheduleTypes;
     lastDayOfMonth?: boolean;
     period?: number;
+    recommendations?: JEScheduleRecommendations;
     startDate?: ZeniDate;
     updatedAt?: ZeniDate;
     updatedByUserID?: ID;

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" | "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 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" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "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

@@ -171,6 +171,11 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'treasury_accept_term',
     'treasury_transfer_money',
     'treasury_transfer_money_failed',
+    'auto_transfer_rule_create',
+    'auto_transfer_rule_update',
+    'auto_transfer_rule_delete',
+    'auto_transfer_rule_pause',
+    'auto_transfer_rule_resume',
     'treasury_update_portfolio_allocation',
     'send_email_magic_link_to_user',
     'complete_profile_done',

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/scheduleTransactionPayload.d.ts

@@ -2,12 +2,15 @@ import { AccountBasePayload } from '../../account/accountPayload';
 import { ClassBasePayload } from '../../class/classPayload';
 import { ScheduleTransaction } from '../stateTypes/scheduleTransaction';
 import { TransactionIDPayload } from './transactionIDPayload';
-export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
+export interface ScheduleTransactionPayload extends TransactionIDPayload, Omit<AccountBasePayload, 'qbo_id' | 'labels'>, Omit<ClassBasePayload, 'qbo_id' | 'labels'> {
     line_id: string;
     third_party_transaction_id: string;
     total_amount: number;
     transaction_date: string;
     transaction_memo: string;
     transaction_type_name: string;
+    labels?: string[];
+    sync_token?: number;
+    transaction_description?: string | null;
 }
 export declare const toScheduleTransaction: (payload: ScheduleTransactionPayload, currency_code: string, currency_symbol: string) => ScheduleTransaction;

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

@@ -32,6 +32,7 @@ const toScheduleTransaction = (payload, currency_code, currency_symbol) => {
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };
 exports.toScheduleTransaction = toScheduleTransaction;

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

@@ -37,6 +37,9 @@ const getTransactionPayloadRecipientAmount = (payload) => {
 const toTransaction = (payload) => {
     const amount = (0, exports.getTransactionPayloadAmount)(payload);
     const recipientAmount = getTransactionPayloadRecipientAmount(payload);
+    const lines = payload?.lines?.map((linePayload) => (0, transactionLinePayload_1.toLine)(linePayload, amount, recipientAmount));
+    const firstLineWithClass = lines?.find((line) => 'class' in line &&
+        line.class?.classId != null);
     return {
         ...(0, transactionIDPayload_1.toTransactionID)(payload),
         typeOfTransaction: 'supported',
@@ -65,11 +68,24 @@ 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)),
+        lines,
         account: payloadHasAccountInfo(payload)
             ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload)
             : undefined,
+        classId: firstLineWithClass?.class?.classId,
+        className: firstLineWithClass?.class?.className,
         syncToken: payload.sync_token?.toString(),
         paymentType: payload.payment_type ?? undefined,
         paymentTypeName: payload.payment_type_name ?? undefined,

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

@@ -9,4 +9,5 @@ export interface ScheduleTransaction extends BaseTransaction {
     lineId: ID;
     thirdPartyTransactionId: ID;
     classBase?: ClassBase;
+    description?: string;
 }

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

@@ -27,6 +27,8 @@ export interface Transaction extends BaseTransaction {
     isUpdatingTransaction: boolean;
     attachments?: Attachment[];
     bookCloseDate?: ZeniDate;
+    classId?: ID;
+    className?: string;
     companyIncDate?: ZeniDate;
     customerId?: ID;
     customerName?: string;
@@ -40,6 +42,9 @@ export interface Transaction extends BaseTransaction {
     qboId?: string;
     recommendations?: RecommendationByLineId;
     syncToken?: string;
+    targetAccountId?: ID;
+    targetAccountIntegrationId?: string;
+    targetAccountName?: string;
     updateTime?: ZeniDate;
     vendorId?: ID;
     vendorName?: string;

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

@@ -35,9 +35,9 @@ export interface LinkedTransactionLine extends TransactionLineBase {
 export interface TransactionWithAccountAndClassLine extends TransactionLineBase {
     account: AccountBase;
     billable: BillableStatus;
-    class: ClassBase;
     isCategoryMiscategorized: boolean;
     isClassMiscategorized: boolean;
+    class?: ClassBase;
     customer?: CustomerBase;
     vendor?: VendorBase;
 }