@zeniai/client-epic-state 4.20.3-betaSS12 → 4.20.3-betaSS13

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerSelector.js

@@ -0,0 +1,62 @@
+import { getUserByUserId } from '../user/userSelector';
+// ── Selectors ──
+export function getAiAccountantCustomers(customerState, userState) {
+    return Object.values(customerState.customerByTenantId).map((customer) => toCustomerView(customer, userState));
+}
+export function getAiAccountantJobsByTenantId(customerState, userState, tenantId) {
+    const jobs = customerState.jobsByTenantId[tenantId] ?? [];
+    return jobs.map((job) => toJobView(job, userState));
+}
+// ── Helpers ──
+function toCustomerView(customer, userState) {
+    return {
+        averageAccuracy: calcAverageAccuracy(customer),
+        companyId: customer.companyId,
+        companyName: customer.companyName,
+        tenantId: customer.tenantId,
+        bookcloseDate: customer.bookcloseDate,
+        enrollment: customer.enrollment != null
+            ? {
+                ...customer.enrollment,
+                offboardedBy: customer.enrollment.offboardedBy != null
+                    ? getUserByUserId(userState, customer.enrollment.offboardedBy)
+                    : undefined,
+                onboardedBy: customer.enrollment.onboardedBy != null
+                    ? getUserByUserId(userState, customer.enrollment.onboardedBy)
+                    : undefined,
+            }
+            : undefined,
+    };
+}
+function toJobView(job, userState) {
+    return {
+        companyId: job.companyId,
+        createdAt: job.createdAt,
+        jobId: job.jobId,
+        operationType: job.operationType,
+        status: job.status,
+        tenantId: job.tenantId,
+        triggeredBy: job.triggeredBy != null
+            ? getUserByUserId(userState, job.triggeredBy)
+            : undefined,
+        companyNamespace: job.companyNamespace,
+        completedAt: job.completedAt,
+        errorMessage: job.errorMessage,
+        parameters: job.parameters,
+        retryCount: job.retryCount,
+        startedAt: job.startedAt,
+        steps: job.steps,
+        validationResults: job.validationResults,
+    };
+}
+function calcAverageAccuracy(customer) {
+    const accuracy = customer.enrollment?.accuracy;
+    if (accuracy == null) {
+        return 0;
+    }
+    const values = Object.values(accuracy);
+    if (values.length === 0) {
+        return 0;
+    }
+    return values.reduce((sum, value) => sum + value, 0) / values.length;
+}

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerState.js

@@ -0,0 +1,31 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+// ── Operation Type ──
+const ALL_OPERATION_TYPES = [
+    'onboard',
+    'offboard',
+    'retrain',
+    'full_pipeline',
+    'cancel_onboarding',
+];
+export const toAiAccountantOperationType = (v) => stringToUnion(v, ALL_OPERATION_TYPES);
+// ── Enrollment Status ──
+const ALL_ENROLLMENT_STATUSES = [
+    'active',
+    'pending',
+    'onboarding',
+    'offboarding',
+    'offboarded',
+    'failed',
+    'error',
+];
+export const toAiAccountantEnrollmentStatus = (v) => stringToUnion(v, ALL_ENROLLMENT_STATUSES);
+// ── Job Status ──
+const ALL_JOB_STATUSES = [
+    'queued',
+    'running',
+    'completed',
+    'failed',
+    'cancelled',
+    'retried',
+];
+export const toAiAccountantJobStatus = (v) => stringToUnion(v, ALL_JOB_STATUSES);

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -136,6 +136,81 @@ 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,
+    };
+}
 export function toJEScheduledTransaction(payload) {
     return {
         jeScheduleId: payload.je_schedule_id ?? undefined,
@@ -180,6 +255,9 @@ export function toJEScheduledTransaction(payload) {
             ? toJEScheduleOtherAttributes(payload.other_attributes)
             : {},
         scheduledJournalEntry: [],
+        aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        createdByUserID: payload.created_by?.user_id ?? undefined,
+        recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
 }
 export function toJEAccruedScheduledTransaction(payload) {

package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js

@@ -70,12 +70,13 @@ export const getJEAccruedScheduleByJEScheduleKey = (JEScheduleKey, state) => {
 export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTransactionKey, state) => {
     const { jeSchedulesState, vendorState, accountState, userState, classState, transactionState, } = state;
     const jeScheduleTransactionState = recordGet(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 = getVendorByVendorId(vendorState, vendorId);
     if (vendorDetails == null) {
         throw new Error(`Vendor with ${vendorId} doesn't exist`);
     }
     const userDetails = updatedBy != null ? getUserByUserId(userState, updatedBy) : undefined;
+    const createdByUserDetails = createdBy != null ? getUserByUserId(userState, createdBy) : undefined;
     const baseTransactionObject = getScheduleTransactionById(transactionState, baseTransaction);
     if (baseTransactionObject == null) {
         throw Error('Base Schedule transaction cannot be null');
@@ -127,5 +128,8 @@ export const getJEScheduledTransactionByJEScheduleTransactionKey = (jeScheduleTr
             account: accountDebit,
         },
         scheduledJournalEntry,
+        aiSummaries,
+        createdByUser: createdByUserDetails,
+        recommendations,
     };
 };

package/lib/esm/entity/project/projectPayload.js

@@ -0,0 +1,26 @@
+import { date } from '../../zeniDayJS';
+export const mapProjectMetadataPayloadToProject = (payload) => ({
+    projectId: payload.zeni_project_id,
+    projectName: payload.project_name,
+    ...(payload.status != null ? { status: payload.status } : {}),
+    ...(payload.start_date != null ? { startDate: date(payload.start_date) } : {}),
+    ...(payload.parent_customer_accounting_provider_id != null
+        ? {
+            parentCustomerAccountingProviderId: payload.parent_customer_accounting_provider_id,
+        }
+        : {}),
+    ...(payload.accounting_provider_project_customer_id != null
+        ? {
+            accountingProviderProjectCustomerId: payload.accounting_provider_project_customer_id,
+        }
+        : {}),
+    ...(payload.accounting_provider_project_id != null
+        ? { accountingProviderProjectId: payload.accounting_provider_project_id }
+        : {}),
+    ...(payload.zeni_parent_customer_id != null
+        ? { zeniParentCustomerId: payload.zeni_parent_customer_id }
+        : {}),
+    ...(payload.zeni_project_customer_id != null
+        ? { zeniProjectCustomerId: payload.zeni_project_customer_id }
+        : {}),
+});

package/lib/esm/entity/project/projectReducer.js

@@ -0,0 +1,27 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapProjectMetadataPayloadToProject, } from './projectPayload';
+export const initialState = {
+    projects: {},
+};
+const projectSlice = createSlice({
+    name: 'project',
+    initialState,
+    reducers: {
+        updateProjects: {
+            reducer(draft, action) {
+                action.payload.forEach((projectPayload) => {
+                    const project = mapProjectMetadataPayloadToProject(projectPayload);
+                    draft.projects[project.projectId] = project;
+                });
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        clearAllProjects(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { updateProjects, clearAllProjects } = projectSlice.actions;
+export default projectSlice.reducer;

package/lib/esm/entity/project/projectSelector.js

@@ -0,0 +1,8 @@
+export function getProjectById(projectState, projectId) {
+    return projectState.projects[projectId];
+}
+export function getProjectsByIds(projectState, projectIds) {
+    return projectIds
+        .map((projectId) => getProjectById(projectState, projectId))
+        .filter((project) => project != null);
+}

package/lib/esm/entity/project/projectState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/entity/sectionProjectView/sectionProjectView.js

@@ -0,0 +1,3 @@
+export function getSectionProjectViewKey(sectionId, projectId, reportId) {
+    return `${sectionId}-${projectId}-${reportId}`;
+}

package/lib/esm/entity/sectionProjectView/sectionProjectViewEpic.js

@@ -0,0 +1,52 @@
+import { from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { getAllAccountMetadataRecordsByID, getParentAccountId, } from '../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';
+import { updateMultipleSubAccountsWithBalances } from '../account/accountReducer';
+import { updateSectionProjectView } from './sectionProjectViewReducer';
+export const updateSectionProjectViewEpic = (actions$) => actions$.pipe(filter(updateSectionProjectView.match), mergeMap((action) => {
+    const actions = [];
+    const sectionPayload = action.payload.sectionPayload;
+    const sectionId = action.payload.sectionId;
+    const timeframe = action.payload.timeframe;
+    const reportId = action.payload.reportId;
+    const currencyPayload = action.payload.currencyPayload;
+    const accountsMetadataPayload = action.payload.accountsMetadataPayload;
+    const accountMetadataRecordsByID = getAllAccountMetadataRecordsByID(accountsMetadataPayload);
+    const accountMetadataWithBalancesPayloads = [];
+    if (sectionPayload.projects != null) {
+        Object.keys(sectionPayload.projects).forEach((projectId) => {
+            const projectAccounts = sectionPayload.projects[projectId].accounts;
+            const projectsViewParentID = {
+                projectId,
+                sectionId,
+            };
+            getSubAccountsMetadataForProjectAccountList(projectAccounts, accountMetadataRecordsByID, sectionId, projectsViewParentID, accountMetadataWithBalancesPayloads);
+        });
+    }
+    if (accountMetadataWithBalancesPayloads.length > 0) {
+        actions.push(updateMultipleSubAccountsWithBalances(accountMetadataWithBalancesPayloads, currencyPayload, reportId, timeframe));
+    }
+    return from(actions);
+}));
+const getSubAccountsMetadataForProjectAccountList = (accountListWithBalances, accountMetadataRecordsByID, sectionId, projectsViewParentID, result) => {
+    if (accountListWithBalances != null) {
+        Object.keys(accountListWithBalances).forEach((eachAccountId) => {
+            const accountMetadataRecord = accountMetadataRecordsByID[eachAccountId];
+            if (accountMetadataRecord != null) {
+                const accountId = accountMetadataRecord.nestedAccountId;
+                result.push({
+                    accountsViewParentID: {
+                        parentAccountId: getParentAccountId(accountId),
+                        sectionId,
+                    },
+                    accountMetadataPayload: accountMetadataRecord.accountMetadataPayload,
+                    accountBalancesPayload: accountListWithBalances[eachAccountId],
+                    projectsViewParentID,
+                });
+            }
+            else {
+                console.warn(`Account ${eachAccountId} in Section ${sectionId} Project ${projectsViewParentID.projectId} is missing metadata.`);
+            }
+        });
+    }
+};

package/lib/esm/entity/sectionProjectView/sectionProjectViewHelper.js

@@ -0,0 +1,11 @@
+import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod, } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { getSectionProjectViewKey, } from './sectionProjectView';
+export const mapProjectCOABalanceGroupedPayloadToSectionProjectView = (timeframe, projectBalancesPayload, currencyPayload, id, nestedAccountIds) => {
+    return {
+        key: getSectionProjectViewKey(id.sectionId, id.projectId, id.reportId),
+        projectId: id.projectId,
+        sectionId: id.sectionId,
+        balancesByPeriod: mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(projectBalancesPayload, currencyPayload, timeframe),
+        nestedAccountIds,
+    };
+};

package/lib/esm/entity/sectionProjectView/sectionProjectViewReducer.js

@@ -0,0 +1,60 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod } from '../../commonPayloadTypes/v2/coaBalancePayload';
+import { mapAccountMetadataPayloadToAccountMetadata, } from '../account/accountPayload';
+import { getNestedAccountIDHierarchyForAccounts } from '../sectionAccountsView/getNestedAccountIDHierarchyForSection';
+import { getSectionProjectViewKey } from './sectionProjectView';
+import { mapProjectCOABalanceGroupedPayloadToSectionProjectView } from './sectionProjectViewHelper';
+export const initialState = {
+    sectionsByKey: {},
+};
+const sectionProjectView = createSlice({
+    name: 'sectionProjectView',
+    initialState,
+    reducers: {
+        updateSectionProjectView: {
+            prepare(timeframe, sectionId, reportId, sectionPayload, accountsMetadataPayload, currencyPayload) {
+                return {
+                    payload: {
+                        timeframe,
+                        reportId,
+                        sectionId,
+                        sectionPayload,
+                        accountsMetadataPayload,
+                        currencyPayload,
+                    },
+                };
+            },
+            reducer(draft, action) {
+                const { timeframe, sectionPayload, sectionId, reportId, currencyPayload, accountsMetadataPayload, } = action.payload;
+                if (sectionPayload.projects != null) {
+                    const accountsMetadata = accountsMetadataPayload.map((eachAccount) => mapAccountMetadataPayloadToAccountMetadata(eachAccount));
+                    Object.keys(sectionPayload.projects).forEach((projectId) => {
+                        const projectPayload = sectionPayload.projects[projectId];
+                        const projectAccountIds = projectPayload.accounts != null
+                            ? Object.keys(projectPayload.accounts)
+                            : [];
+                        const nestedAccountIds = getNestedAccountIDHierarchyForAccounts(projectAccountIds, accountsMetadata);
+                        updateSectionProject(draft, timeframe, projectPayload, sectionId, projectId, reportId, currencyPayload, nestedAccountIds);
+                    });
+                }
+            },
+        },
+        clearAllSectionsProjectView(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { updateSectionProjectView, clearAllSectionsProjectView } = sectionProjectView.actions;
+export default sectionProjectView.reducer;
+const updateSectionProject = (draft, timeframe, projectPayload, sectionId, projectId, reportId, currencyPayload, nestedAccountIds) => {
+    const sectionKey = getSectionProjectViewKey(sectionId, projectId, reportId);
+    const section = draft.sectionsByKey[sectionKey];
+    if (section != null) {
+        draft.sectionsByKey[sectionKey].balancesByPeriod = Object.assign({}, draft.sectionsByKey[sectionKey].balancesByPeriod, mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(projectPayload, currencyPayload, timeframe));
+        draft.sectionsByKey[sectionKey].nestedAccountIds = nestedAccountIds;
+    }
+    else {
+        draft.sectionsByKey[sectionKey] =
+            mapProjectCOABalanceGroupedPayloadToSectionProjectView(timeframe, projectPayload, currencyPayload, { sectionId, projectId, reportId }, nestedAccountIds);
+    }
+};

package/lib/esm/entity/sectionProjectView/sectionProjectViewSelector.js

@@ -0,0 +1,50 @@
+import recordGet from 'lodash/get';
+import { getCOABalances, } from '../../commonStateTypes/coaBalance/coaBalance';
+import { getSumOfBalancesByGroupedByPeriod } from '../../commonStateTypes/coaBalance/classBalances/getSumOfBalancesGroupedByPeriod';
+import { getNestedAccountReportForAccount, } from '../account/subAccountSelector';
+import { getProjectById } from '../project/projectSelector';
+import { getSectionProjectViewKey } from './sectionProjectView';
+export const getSectionProjectViewReport = (accountState, projectState, sectionState, projectIds, id, filter) => {
+    const projectIdsToShow = projectIds.filter((projectId) => !filter.projectsToFilterOut.includes(projectId));
+    const projectReports = [];
+    const sectionBalancesTotalByPeriodArray = [];
+    projectIdsToShow.forEach((projectId) => {
+        const project = getProjectById(projectState, projectId);
+        if (project == null) {
+            return;
+        }
+        const projectSectionKey = getSectionProjectViewKey(id.sectionId, projectId, id.reportId);
+        const projectSectionView = recordGet(sectionState.sectionsByKey, projectSectionKey, undefined);
+        const nestedAccountHierarchy = projectSectionView?.nestedAccountIds ?? [];
+        const nestedAccountReports = [];
+        nestedAccountHierarchy.forEach((accountIdHierarchy) => {
+            const report = getNestedAccountReportForAccount(accountState, {
+                accountIdHierarchy,
+                reportId: id.reportId,
+                projectsViewParentId: {
+                    projectId,
+                    sectionId: id.sectionId,
+                },
+            }, filter, nestedAccountHierarchy.length > 1);
+            if (report != null) {
+                nestedAccountReports.push(report);
+            }
+        });
+        const projectBalancesTotalByPeriod = projectSectionView?.balancesByPeriod ?? {};
+        const projectReport = {
+            projectId,
+            projectName: project.projectName,
+            accounts: nestedAccountReports,
+            ...getCOABalances(projectBalancesTotalByPeriod, filter),
+            projectBalancesTotalByPeriod,
+        };
+        projectReports.push(projectReport);
+        sectionBalancesTotalByPeriodArray.push(projectBalancesTotalByPeriod);
+    });
+    const sectionBalancesTotalByPeriod = getSumOfBalancesByGroupedByPeriod(sectionBalancesTotalByPeriodArray) ?? {};
+    return {
+        projects: projectReports,
+        ...getCOABalances(sectionBalancesTotalByPeriod, filter),
+        sectionBalancesTotalByPeriod,
+    };
+};

package/lib/esm/entity/sectionProjectView/sectionProjectViewSelectorTypes.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/entity/sectionProjectView/sectionProjectViewState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -151,6 +151,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'flux_analysis_reviewed',
     'receipt_match',
     'receipts_upload',
+    'receipts_bulk_match',
     'billing_address_view',
     'express_pay_submit',
     'exclude_transaction',
@@ -168,6 +169,11 @@ 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',
@@ -195,6 +201,10 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'transactionCategorized_transactionsUpdated_transactionFailed',
     'transactionCategorized_transactionUpdated_transactionsFailed',
     'transactionCategorized_transactionUpdated_transactionFailed',
+    'accounting_classes_enabled_update',
+    'account_excluded_from_reconciliation',
+    'account_included_in_reconciliation',
+    'ai_accountant_trigger_job',
 ];
 export const toSnackbarMessageSection = (v) => stringToUnion(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 // Keeping this different from the message type, since we may not have messages in all instances

package/lib/esm/entity/tenant/clearAllEpic.js

@@ -1,17 +1,20 @@
 import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
+import { clearAllAiAccountantCustomers } from '../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
 import { clearAiCfo } from '../../entity/aiCfo/aiCfoReducer';
 import { clearAllApprovalRules } from '../../entity/approvalRule/approvalRuleReducer';
 import { clearAllEntityApprovalStatus } from '../../entity/entityApprovalStatus/entityApprovalStatusReducer';
 import { clearAllMonthEndCloseChecks } from '../../entity/monthEndCloseChecks/monthEndCloseChecksReducer';
 import { clearAllNotifications } from '../../entity/notification/notificationReducer';
 import { clearAllSectionsClassesViewV2 } from '../../entity/sectionClassesViewV2/sectionClassesViewReducer';
+import { clearAllSectionsProjectView } from '../../entity/sectionProjectView/sectionProjectViewReducer';
 import { clearAllTaskGroups } from '../../entity/taskGroup/taskGroupReducer';
 import { clearAllToastNotifications } from '../../entity/toastNotification/toastNotificationReducer';
 import { clearAccountList } from '../../view/accountList/accountListReducer';
 import { clearAccountMappingView } from '../../view/accountMappingView/accountMappingReducer';
 import { clearAddressView } from '../../view/addressView/addressViewReducer';
 import { clearAggregatedReport } from '../../view/aiAgentPerformance/aggregatedReportViewReducer';
+import { clearAiAccountantView } from '../../view/aiAccountantView/aiAccountantViewReducer';
 import { clearAiCfoView } from '../../view/aiCfoView/aiCfoViewReducer';
 import { clearApAgingDetail } from '../../view/apAgingView/apAgingDetail/apAgingDetailReducer';
 import { clearApAging } from '../../view/apAgingView/apAgingReport/apAgingReducer';
@@ -64,6 +67,7 @@ import { clearOwnerList } from '../../view/ownerList/ownerListReducer';
 import { clearPeople } from '../../view/people/peopleReducer';
 import { clearProfitAndLoss } from '../../view/profitAndLoss/profitAndLossReducer';
 import { clearProfitAndLossClassesView } from '../../view/profitAndLossClassesView/profitAndLossClassesViewReducer';
+import { clearProfitAndLossProjectView } from '../../view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import { clearRecommendation } from '../../view/recommendation/recommendationReducer';
 import { clearReferrals } from '../../view/referralView/referralReducer';
 import { clearReimbursementCard } from '../../view/reimbursementCard/reimbursementCardReducer';
@@ -161,6 +165,7 @@ import { clearAllChargeCardRepayments } from '../chargeCardRepayment/chargeCardR
 import { clearAllChargeCardTransactions } from '../chargeCardTransaction/chargeCardTransactionReducer';
 import { clearAllClasses } from '../class/classReducer';
 import { clearAllCompanies } from '../company/companyReducer';
+import { clearAllProjects } from '../project/projectReducer';
 import { clearCompanyHealthMetric } from '../companyHealthMetric/companyHealthMetricReducer';
 import { clearAllConnectedAccounts } from '../connectedAccount/connectedAccountReducer';
 import { clearCountryList } from '../countryList/countryListReducer';
@@ -207,8 +212,11 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearActivityHistory(),
         clearActivityRealTimeApproval(),
         clearAddressView(),
+        clearAiAccountantView(),
+        clearAllAiAccountantCustomers(),
         clearAiCfoView(),
         clearAllClasses(),
+        clearAllProjects(),
         clearAllMonthEndCloseChecksView(),
         clearApAging(),
         clearApAgingDetail(),
@@ -288,6 +296,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearPreviousBills(),
         clearProfitAndLoss(),
         clearProfitAndLossClassesView(),
+        clearProfitAndLossProjectView(),
         clearRecommendation(),
         clearReferrals(),
         clearReimbursementCard(),
@@ -382,6 +391,7 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
         clearAllReimbursements(),
         clearAllSectionsAccountsView(),
         clearAllSectionsClassesViewV2(),
+        clearAllSectionsProjectView(),
         clearAllSubscriptionAddOns(),
         clearAllSubscriptionCoupons(),
         clearAllSubscriptionPlans(),

package/lib/esm/entity/tenant/tenantReducer.js

@@ -125,6 +125,12 @@ const tenant = createSlice({
             draft.tenantIds = [...new Set([...draft.tenantIds, ...tenantIds])];
             draft.loggedInUser = assignWith(draft.loggedInUser ?? {}, firstUser, (objValue, srcValue) => srcValue ?? objValue);
         },
+        updateTenantAccountingClassesEnabled(draft, action) {
+            const { tenantId, enabled } = action.payload;
+            if (draft.tenantsById[tenantId] != null) {
+                draft.tenantsById[tenantId].isAccountingClassesEnabled = enabled;
+            }
+        },
         updateTenantMasterTOSInfo(draft, action) {
             const { tenant_id, user_role_id, master_tos_info } = action.payload;
             if (draft.tenantsById[tenant_id] != null &&
@@ -529,7 +535,7 @@ const tenant = createSlice({
         },
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantsSuccess, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, clearAll, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, updateTreasuryVideoViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
 /**
  * Converts tenants payload to Tenant and User State
@@ -553,6 +559,8 @@ function mapTenantsPayloadToState(tenantsPayload, userTenantPayload) {
 function mapTenantPayloadToTenant(payload, userTenantPayload) {
     const tenant = {
         accountingClassIDs: payload.accounting_class_ids,
+        isAccountingClassesEnabled: payload.is_accounting_classes_enabled ?? true,
+        isAccountingProjectsEnabled: payload.is_accounting_projects_enabled ?? false,
         bookCloseDate: payload.book_close_date != null
             ? date(payload.book_close_date)
             : undefined,

package/lib/esm/entity/tenant/tenantSelector.js

@@ -265,6 +265,20 @@ export const isTenantCardsOnly = (tenant) => {
             tenant.productSettings.isSpendManagementEnabled === false
         : false;
 };
+export const getIsAccountingClassesEnabled = (state) => {
+    const { currentTenantId, tenantsById } = state.tenantState;
+    if (currentTenantId == null) {
+        return true;
+    }
+    return tenantsById[currentTenantId]?.isAccountingClassesEnabled ?? true;
+};
+export const getIsAccountingProjectsEnabled = (state) => {
+    const { currentTenantId, tenantsById } = state.tenantState;
+    if (currentTenantId == null) {
+        return false;
+    }
+    return tenantsById[currentTenantId]?.isAccountingProjectsEnabled ?? false;
+};
 export 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/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js

@@ -29,5 +29,6 @@ export const toScheduleTransaction = (payload, currency_code, currency_symbol) =
             currencyCode: currency_code,
             currencySymbol: currency_symbol,
         },
+        description: payload.transaction_description ?? undefined,
     };
 };