@zeniai/client-epic-state 4.20.8 → 4.20.9-betaAK1

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -15,11 +15,12 @@ const accountSelector_1 = require("../../../entity/account/accountSelector");
 const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
+const zeniDayJS_1 = require("../../../zeniDayJS");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState) => {
+exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state) => state.vendorState, (state) => state.monthEndCloseChecksViewState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState, vendorState, monthEndCloseChecksViewState) => {
     const { selectedPeriodByTenantId } = expenseAutomationViewState;
     const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
     const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
@@ -41,6 +42,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         }
         return acc;
     }, []);
+    const monthYearPeriodId = selectedPeriod != null ? (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod) : null;
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? {
+            fetchState: 'Not-Started',
+            error: undefined,
+        })
+        : { fetchState: 'Not-Started', error: undefined };
     if (accountReconForMonthYearPeriod == null) {
         return {
             bankAccounts: [],
@@ -50,10 +58,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             classListNestedAccountHierarchy: [],
             allAccountList: [],
             allClassList: [],
-            fetchStatus: {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
+            fetchStatus: (0, reduceFetchState_1.reduceAnyFetchState)([
+                {
+                    fetchState: reconciliationViewState.fetchState,
+                    error: reconciliationViewState.error,
+                },
+                monthEndFetchState,
+            ]),
             plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
                 .plaidConnectionDetails,
             completionStatus: 'incomplete',
@@ -86,6 +97,30 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                     totalVariancePercentage: undefined,
                 },
             },
+            excludedAccountReconciliationByAccountID: {},
+            excludedAccountReconciliationBySectionID: {
+                assets: {
+                    sectionId: 'assets',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+                liabilities: {
+                    sectionId: 'liabilities',
+                    accountIDs: [],
+                    totalBankBalance: undefined,
+                    totalClearedBalance: undefined,
+                    totalReconciledBalance: undefined,
+                    totalVariance: undefined,
+                    totalVariancePercentage: undefined,
+                },
+            },
+            excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
+            includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
+            excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
         };
     }
     const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
@@ -223,6 +258,8 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
                     .transactionFetchState,
                 accountListState.byReportId.accountList,
             ]),
+            accountDetectionReason: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
+                .accountDetectionReason,
         };
     });
     const accountReconciliationBySectionID = {
@@ -245,6 +282,88 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
             totalVariancePercentage: liabilityTotals.variancePercentage,
         },
     };
+    const bankAccountIdSet = new Set(uniqueBankAccounts.map((a) => a.accountId));
+    const creditCardIdSet = new Set(uniqueCreditCards.map((a) => a.accountId));
+    const excludedAssetAccountIDs = [];
+    const excludedLiabilityAccountIDs = [];
+    reconciliationViewState.excludedAccountIDs.forEach((accountID) => {
+        const isAsset = bankAccountIdSet.has(accountID);
+        const isLiability = creditCardIdSet.has(accountID);
+        if (!isAsset && !isLiability) {
+            return;
+        }
+        if (isAsset) {
+            excludedAssetAccountIDs.push(accountID);
+        }
+        else {
+            excludedLiabilityAccountIDs.push(accountID);
+        }
+    });
+    const excludedAccountReconciliationBySectionID = {
+        assets: {
+            sectionId: 'assets',
+            accountIDs: excludedAssetAccountIDs,
+        },
+        liabilities: {
+            sectionId: 'liabilities',
+            accountIDs: excludedLiabilityAccountIDs,
+        },
+    };
+    const excludedAccountReconciliationByAccountID = {};
+    const accountsInState = Object.values(accountState.accountsByKey);
+    const accountsInStateMap = new Map(accountsInState.map((a) => [a.accountId, a]));
+    reconciliationViewState.excludedAccountIDs.forEach((excludedAccountID) => {
+        const account = accountsInStateMap.get(excludedAccountID);
+        const exclusionInfo = reconciliationViewState.excludedAccountExclusionInfo[excludedAccountID];
+        if (account != null) {
+            excludedAccountReconciliationByAccountID[excludedAccountID] = {
+                refreshStatus: { fetchState: 'Not-Started' },
+                statementUpdateStatus: { fetchState: 'Not-Started' },
+                statementUploadStatus: { fetchState: 'Not-Started' },
+                statementDeleteStatus: { fetchState: 'Not-Started' },
+                localData: {},
+                connectionInProgress: false,
+                statementParseInProgress: false,
+                accountConnectionStatus: 'not_connected',
+                transactionFetchState: { fetchState: 'Not-Started' },
+                accountReconEntity: {
+                    account: {
+                        accountId: account.accountId,
+                        accountName: account.accountName,
+                        accountType: account.accountType,
+                        accountSubType: account.accountSubType,
+                        accountDescription: account.accountDescription,
+                        qboId: account.qboId,
+                        coaId: account.coaId,
+                        labels: account.labels,
+                    },
+                    currency: {
+                        currencyCode: exclusionInfo?.bankBalance?.currencyCode ??
+                            exclusionInfo?.clearedBalance?.currencyCode ??
+                            'USD',
+                        currencySymbol: exclusionInfo?.bankBalance?.currencySymbol ??
+                            exclusionInfo?.clearedBalance?.currencySymbol ??
+                            '$',
+                    },
+                    startDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
+                    endDate: (0, zeniDayJS_1.date)(new Date().toDateString()),
+                    statementStatus: { code: 'not_found', label: 'Not Found' },
+                    transactionsToReconcile: [],
+                    transactionsToReview: [],
+                    balance: exclusionInfo?.bankBalance,
+                    clearedBalance: exclusionInfo?.clearedBalance,
+                    variance: exclusionInfo?.variance,
+                    variancePercentage: exclusionInfo?.variance != null &&
+                        exclusionInfo?.bankBalance != null &&
+                        exclusionInfo?.bankBalance.amount !== 0
+                        ? Math.abs((exclusionInfo.variance.amount /
+                            exclusionInfo.bankBalance.amount) *
+                            100)
+                        : undefined,
+                },
+            };
+        }
+    });
     const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
     const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
     const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -276,10 +395,13 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         bankAccounts: uniqueBankAccounts,
         creditCards: uniqueCreditCards,
         accountReconciliationsByAccountID: reconList,
-        fetchStatus: {
-            fetchState: reconciliationViewState.fetchState,
-            error: reconciliationViewState.error,
-        },
+        fetchStatus: (0, reduceFetchState_1.reduceAnyFetchState)([
+            {
+                fetchState: reconciliationViewState.fetchState,
+                error: reconciliationViewState.error,
+            },
+            monthEndFetchState,
+        ]),
         plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
             .plaidConnectionDetails,
         reconciliationTabsState: reconciliationViewState.reconTabsState,
@@ -302,6 +424,11 @@ exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((
         allClassList: allClasses,
         reviewTabSelectedVendorByTransactionId,
         reconListUIState: reconciliationViewState.reconListUIState,
+        excludedAccountReconciliationBySectionID,
+        excludedAccountReconciliationByAccountID,
+        excludeAccountFetchState: reconciliationViewState.actionFetchState.excludeAccountFetch,
+        includeAccountFetchState: reconciliationViewState.actionFetchState.includeAccountFetch,
+        excludedAccountIDs: reconciliationViewState.excludedAccountIDs,
     };
 });
 const isAccountReconReport = (reportId) => {

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -14,7 +14,7 @@ const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 function getExpenseAutomationTransactionView(state) {
-    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
+    const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
     const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -47,10 +47,20 @@ function getExpenseAutomationTransactionView(state) {
         .filter((transaction) => transaction != null);
     const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
     const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
-    const fetchStatus = (0, reduceFetchState_1.reduceAllFetchState)([
+    const monthEndFetchState = monthYearPeriodId != null
+        ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]?.[monthYearPeriodId] ?? { fetchState: 'Not-Started', error: undefined })
+        : { fetchState: 'Not-Started', error: undefined };
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
+    const allFetchStateList = [
         accountList,
-        classList,
         expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab],
+    ];
+    if (isAccountingClassesEnabled) {
+        allFetchStateList.push(classList);
+    }
+    const fetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)([
+        (0, reduceFetchState_1.reduceAllFetchState)(allFetchStateList),
+        monthEndFetchState,
     ]);
     const totalCountByReview = expenseAutomationTransactionsViewState.transactionCategorizationView.review
         .uiState.totalCount;

package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts

@@ -1,16 +1,24 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { Recommendation } from '../../../commonStateTypes/recommendationBase';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
 import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
+export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
+export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
+export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
 export interface JESchedulesViewUIState {
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
     } | undefined;
     searchString: string;
+    selectedMainTab: JEScheduleMainTab;
+    sortKey: JEScheduleSortKey;
+    sortOrder: SortOrder;
     totalCount: number;
     limit?: number;
 }

package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js

@@ -1,2 +1,29 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toJEScheduleMainTab = exports.toJEScheduleSortKey = void 0;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+const JE_SCHEDULE_SORT_KEYS = [
+    'vendor',
+    'category',
+    'class',
+    'depCategory',
+    'scheduleCategory',
+    'startMonth',
+    'type',
+    'amortizationPeriod',
+    'jePostingDate',
+    'remainingMonths',
+    'runningBalance',
+    'totalAmount',
+    'transactionDate',
+    'memo',
+];
+const toJEScheduleSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_SORT_KEYS);
+exports.toJEScheduleSortKey = toJEScheduleSortKey;
+const JE_SCHEDULE_MAIN_TABS = [
+    'pending_review',
+    'ongoing',
+    'completed',
+];
+const toJEScheduleMainTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_MAIN_TABS);
+exports.toJEScheduleMainTab = toJEScheduleMainTab;

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -74,13 +74,24 @@ export interface ReconciliationReviewTabLocalData {
     matchedTransactionId?: ID;
     vendor?: VendorBase;
 }
+export interface ExcludeAccountFromReconciliationPayload {
+    accountId: ID;
+}
+export interface ExclusionInfo {
+    bankBalance: Amount | undefined;
+    clearedBalance: Amount | undefined;
+    variance: Amount | undefined;
+}
 export interface ActionFetchStates {
+    excludeAccountFetch: FetchStateAndError;
     excludeFetchById: Record<ID, FetchStateAndError>;
+    includeAccountFetch: FetchStateAndError;
     reconcileFetch: FetchStateAndError;
     saveForLaterFetch: FetchStateAndError;
     saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
 }
 export interface ReconListUIState {
+    nodeCollapseState: Record<ID, boolean>;
     scrollPosition: {
         scrollTop: number;
         scrollLeft?: number;
@@ -90,6 +101,8 @@ export interface ReconciliationViewState extends FetchStateAndError {
     accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;
     accountReconciliationRecordsBySelectedPeriod: Record<MonthYearPeriodId, AccountReconciliationRecords>;
     actionFetchState: ActionFetchStates;
+    excludedAccountExclusionInfo: Record<ID, ExclusionInfo>;
+    excludedAccountIDs: ID[];
     reconListUIState: ReconListUIState;
     reconTabsState: ReconciliationTabsState;
     refreshStatus: FetchStateAndError;
@@ -119,6 +132,7 @@ export interface AccountReconciliationDataWithTransactionFetchState {
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
+    accountDetectionReason?: string;
     reconciliationId?: ID;
 }
 export {};

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     firstMonthOfFY: Month;
     maxNumOfPeriodsToHighlight: number;
     thisPeriod: TimeframeTick;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"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", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"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" | "excluded_account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     additionalBalances: COABalanceType[];
     coaBalances: COABalance[];
     firstMonthOfFY: Month;

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | "excluded_account_reconciliation" | undefined], {
     merchantId: string | undefined;
-    context: "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" | undefined;
+    context: "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" | "excluded_account_reconciliation" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/onboardingView/cockpitView/types/onboardingCockpitViewTypes.d.ts

@@ -3,7 +3,7 @@ import { CompanyWithSchema } from '../../../../entity/company/companySelector';
 import { OnboardingCustomerInfo } from '../../../../entity/onboardingCustomer/onboardingCustomerState';
 import { Tenant } from '../../../../entity/tenant/tenantState';
 import { CompanyDetailsLocalData, PrimaryContactLocalData } from '../../../spendManagement/commonSetup/setupViewState';
-declare const toProductGroupType: (v: string) => "other" | "bookkeeping" | "banking" | "spend_management" | "cards";
+declare const toProductGroupType: (v: string) => "cards" | "other" | "bookkeeping" | "banking" | "spend_management";
 export type ProductGroupType = ReturnType<typeof toProductGroupType>;
 export declare const toProductType: (v: string) => "zeni_treasury" | "other" | "bookkeeping" | "zeni_checking" | "zeni_bill_pay" | "zeni_reimbursements" | "zeni_cards" | "zeni_payroll" | "zeni_cfo" | "zeni_tax";
 export declare const toProductTypeStrict: (v: string) => "zeni_treasury" | "other" | "bookkeeping" | "zeni_checking" | "zeni_bill_pay" | "zeni_reimbursements" | "zeni_cards" | "zeni_payroll" | "zeni_cfo" | "zeni_tax" | undefined;

package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js

@@ -6,6 +6,7 @@ const getSummationBalance_1 = require("../../commonStateTypes/coaBalance/additio
 const currencyHelper_1 = require("../../commonStateTypes/currencyHelper");
 const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
 const sectionClassesViewSelector_1 = require("../../entity/sectionClassesViewV2/sectionClassesViewSelector");
+const profitAndLossClassesByClassHorizontalSelectorTypes_1 = require("./profitAndLossClassesByClassHorizontalSelectorTypes");
 const profitAndLossHorizontalEnrichment_1 = require("./profitAndLossHorizontalEnrichment");
 /** Standard class ID returned by the accounting platform for transactions without an assigned class. */
 exports.NOT_SPECIFIED_CLASS_ID = 'not_specified';
@@ -321,6 +322,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: col.className,
+        id: col.classId,
     }));
     // Add a "Total" column
     balances.push({
@@ -330,6 +332,7 @@ function buildHeaderBalances(classColumns, timeframe, selectedPeriod, currency)
         startDate,
         type: 'default',
         label: 'Total',
+        id: profitAndLossClassesByClassHorizontalSelectorTypes_1.HORIZONTAL_CLASS_TOTAL_BALANCE_ID,
     });
     return balances;
 }

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "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";
+    reportId: "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" | "excluded_account_reconciliation";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reportsResync/reportsResyncReducer.d.ts

@@ -2,8 +2,8 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ReportsResyncState } from './reportsResyncState';
 export declare const initialReportsResyncState: ReportsResyncState;
-export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "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"], {
-    reportIdToResync: "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 initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "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" | "excluded_account_reconciliation"], {
+    reportIdToResync: "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" | "excluded_account_reconciliation";
 }, "initiateReportsResync/initiateReportsResync", never, never>, initiateReportsClassViewRefetching: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     reportIdToResync: ReportID;
 }, "initiateReportsResync/initiateReportsClassViewRefetching">, reportsResyncSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "completed" | "new" | "ongoing" | "all";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     categoryId: ID;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesPayload.d.ts

@@ -0,0 +1,75 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { ZeniDate } from '../../../zeniDayJS';
+import { FundingAccount } from '../commonSetup/setupViewSelector';
+import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
+import { AutoTransferRule } from './autoTransferRulesState';
+export type AutoTransferRuleType = 'minimum_balance' | 'recurring' | 'percentage_of_balance';
+export type AutoTransferRuleFrequency = 'daily' | 'weekly' | 'monthly';
+export interface DestinationBankAccountMetadataPayload {
+    account_id: string;
+    account_type: string;
+    percentage: number;
+}
+export interface AutoTransferRulePayload {
+    amount: number;
+    auto_transfer_rule_id: string;
+    create_time: string;
+    created_by_user_id: string;
+    currency_code: string;
+    currency_symbol: string;
+    destination_bank_account_id: string | null;
+    destination_bank_account_metadata: DestinationBankAccountMetadataPayload[] | null;
+    destination_bank_account_type: string;
+    frequency: AutoTransferRuleFrequency;
+    is_active: boolean;
+    is_deleted: boolean;
+    last_run_time: string | null;
+    last_run_transaction_metadata: unknown | null;
+    next_transfer_date: string;
+    rule_type: AutoTransferRuleType;
+    source_bank_account_id: string;
+    source_bank_account_type: string;
+    update_time: string;
+}
+interface AutoTransferRulesPayload {
+    auto_transfer_rules: AutoTransferRulePayload[];
+}
+export type FetchAutoTransferRulesResponse = ZeniAPIResponse<AutoTransferRulesPayload>;
+export interface AutoTransferRuleRequestBody {
+    amount?: number;
+    currency_code?: string;
+    currency_symbol?: string;
+    destination_bank_account_id?: string;
+    destination_bank_account_metadata?: DestinationBankAccountMetadataPayload[];
+    destination_bank_account_type?: string;
+    first_transfer_date?: string;
+    frequency?: AutoTransferRuleFrequency;
+    is_active?: boolean;
+    next_transfer_date?: string;
+    rule_type?: AutoTransferRuleType;
+    source_bank_account_id?: string;
+    source_bank_account_type?: string;
+}
+export interface AutoTransferRuleLocalData {
+    amount?: Amount;
+    destinationAccount?: FundingAccount | TreasuryAccount;
+    destinationAccountWithPercentAllocation?: {
+        account: FundingAccount | TreasuryAccount;
+        percentage: number;
+    }[];
+    firstTransferDate?: ZeniDate;
+    frequency?: AutoTransferRuleFrequency;
+    ruleType?: AutoTransferRuleType;
+    sourceAccount?: FundingAccount | TreasuryAccount;
+}
+interface CreateAutoTransferRulesPayload {
+    auto_transfer_rule: AutoTransferRulePayload;
+}
+export type CreateAutoTransferRulesResponse = ZeniAPIResponse<CreateAutoTransferRulesPayload>;
+interface DeleteAutoTransferRulePayload {
+    message: string;
+}
+export type DeleteAutoTransferRuleResponse = ZeniAPIResponse<DeleteAutoTransferRulePayload>;
+export declare const mapPayloadToAutoTransferRule: (payload: AutoTransferRulePayload) => AutoTransferRule;
+export {};

package/lib/view/spendManagement/autotransferRules/autoTransferRulesPayload.js

@@ -0,0 +1,30 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.mapPayloadToAutoTransferRule = void 0;
+const zeniDayJS_1 = require("../../../zeniDayJS");
+const mapPayloadToAutoTransferRule = (payload) => ({
+    amount: payload.amount,
+    autoTransferRuleId: payload.auto_transfer_rule_id,
+    createTime: payload.create_time != null ? (0, zeniDayJS_1.date)(payload.create_time) : undefined,
+    currencyCode: payload.currency_code,
+    currencySymbol: payload.currency_symbol ?? '$',
+    destinationBankAccountId: payload.destination_bank_account_id,
+    destinationBankAccountMetadata: payload.destination_bank_account_metadata?.map((m) => ({
+        accountId: m.account_id,
+        accountType: m.account_type,
+        percentage: m.percentage,
+    })) ?? undefined,
+    destinationBankAccountType: payload.destination_bank_account_type ?? undefined,
+    frequency: payload.frequency,
+    isActive: payload.is_active,
+    isDeleted: payload.is_deleted,
+    lastRunTime: payload.last_run_time,
+    nextTransferDate: payload.next_transfer_date != null
+        ? (0, zeniDayJS_1.date)(payload.next_transfer_date)
+        : undefined,
+    ruleType: payload.rule_type,
+    sourceBankAccountId: payload.source_bank_account_id,
+    sourceBankAccountType: payload.source_bank_account_type,
+    updateTime: payload.update_time != null ? (0, zeniDayJS_1.date)(payload.update_time) : undefined,
+});
+exports.mapPayloadToAutoTransferRule = mapPayloadToAutoTransferRule;