@zeniai/client-epic-state 5.0.55-betaML3 → 5.0.55-betaML5

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Files changed (57) hide show
  1. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  2. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +1 -0
  3. package/lib/entity/account/accountSelector.d.ts +4 -0
  4. package/lib/entity/account/accountSelector.js +7 -1
  5. package/lib/entity/account/accountState.d.ts +1 -1
  6. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  7. package/lib/entity/class/classReducer.d.ts +4 -4
  8. package/lib/entity/class/classState.d.ts +1 -1
  9. package/lib/entity/forecast/forecastState.d.ts +1 -1
  10. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  11. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  12. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  13. package/lib/entity/sectionProjectView/sectionProjectView.d.ts +1 -1
  14. package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts +2 -2
  15. package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js +1 -0
  16. package/lib/esm/entity/account/accountSelector.js +5 -0
  17. package/lib/esm/index.js +2 -2
  18. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/createTransferEntryEpic.js +1 -1
  19. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +6 -3
  20. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransferAccountsEpic.js +17 -12
  21. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +22 -9
  22. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +12 -1
  23. package/lib/esm/view/expenseAutomationView/types/transactionsViewState.js +5 -0
  24. package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js +7 -3
  25. package/lib/esm/view/transactionDetail/transactionDetailSelector.js +12 -1
  26. package/lib/index.d.ts +2 -2
  27. package/lib/index.js +2 -2
  28. package/lib/tsconfig.typecheck.tsbuildinfo +1 -1
  29. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  30. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  31. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  32. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  33. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  34. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  35. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  36. package/lib/view/expenseAutomationView/epics/transactionCategorization/createTransferEntryEpic.js +1 -1
  37. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts +2 -2
  38. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +5 -2
  39. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransferAccountsEpic.d.ts +2 -2
  40. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransferAccountsEpic.js +16 -11
  41. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +8 -3
  42. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +23 -10
  43. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +1 -0
  44. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +11 -0
  45. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +5 -0
  46. package/lib/view/expenseAutomationView/types/transactionsViewState.js +6 -1
  47. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  48. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  49. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  50. package/lib/view/reportsResync/reportsResyncReducer.d.ts +2 -2
  51. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  52. package/lib/view/topEx/topExSelector.d.ts +1 -1
  53. package/lib/view/transactionDetail/epics/transactionDetailEpic.d.ts +2 -2
  54. package/lib/view/transactionDetail/epics/transactionDetailEpic.js +6 -2
  55. package/lib/view/transactionDetail/transactionDetailSelector.d.ts +2 -0
  56. package/lib/view/transactionDetail/transactionDetailSelector.js +11 -0
  57. package/package.json +1 -1
package/lib/entity/class/classReducer.d.ts CHANGED
@@ -5,15 +5,15 @@ import { UpdateType } from '../../commonStateTypes/common';
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  import { ClassBasePayload } from './classPayload';
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  import { ClassBase, ClassState } from './classState';
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  export declare const initialState: ClassState;
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- export declare const updateClasses: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts", payload: ClassBasePayload[], classesViewParentId?: ClassesViewParentID | undefined, updateType?: UpdateType | undefined], ClassBasePayload[], "class/updateClasses", never, {
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- 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts";
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+ export declare const updateClasses: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts", payload: ClassBasePayload[], classesViewParentId?: ClassesViewParentID | undefined, updateType?: UpdateType | undefined], ClassBasePayload[], "class/updateClasses", never, {
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+ 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts";
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  classesViewParentId: ClassesViewParentID | undefined;
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  updateType: UpdateType;
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- }>, updateClassesWithBalancesV2: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts", timeframe: "month" | "year" | "quarter", sectionId: string, classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[], currencyPayload: CurrencyPayload], {
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+ }>, updateClassesWithBalancesV2: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts", timeframe: "month" | "year" | "quarter", sectionId: string, classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[], currencyPayload: CurrencyPayload], {
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  classMetadataWithBalancesPayloads: ClassMetadataWithBalancesPayloadV2[];
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  currencyPayload: CurrencyPayload;
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  }, "class/updateClassesWithBalancesV2", never, {
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- 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts";
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+ 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts";
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  sectionId: string;
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  timeframe: "month" | "year" | "quarter";
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  }>, clearAllClasses: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"class/clearAllClasses">;
package/lib/entity/class/classState.d.ts CHANGED
@@ -32,7 +32,7 @@ export interface Class extends ClassBase {
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  classesViewParentId?: ClassesViewParentID;
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  nestedAccountIds?: NestedAccountIDHierarchy[];
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  }
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- export declare function getClassKey(reportId: ReportID, classId: ID, parentId?: ClassesViewParentID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts`;
35
+ export declare function getClassKey(reportId: ReportID, classId: ID, parentId?: ClassesViewParentID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts` | `${string}-credit_card_transfer_accounts`;
36
36
  export type ClassKey = ReturnType<typeof getClassKey>;
37
37
  export interface ClassState {
38
38
  classesByKey: Record<ClassKey, Class>;
package/lib/entity/forecast/forecastState.d.ts CHANGED
@@ -3,7 +3,7 @@ import { TimeframeTick } from '../../commonStateTypes/timeframeTick';
3
3
  import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
4
4
  import { ZeniDate } from '../../zeniDayJS';
5
5
  export type ForecastType = ReportID;
6
- export declare const toForecastType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts";
6
+ export declare const toForecastType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts";
7
7
  export interface Forecast {
8
8
  createTime: ZeniDate;
9
9
  forecastPeriod: TimeframeTick;
package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts CHANGED
@@ -10,5 +10,5 @@ export interface SectionAccountsView {
10
10
  sectionId: ID;
11
11
  balancesByPeriod?: COABalanceGroupedByPeriod;
12
12
  }
13
- export declare function getSectionAccountViewKey(sectionId: ID, reportId: ReportIDPlusForecastID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts` | `${string}-cash_balance+${string}` | `${string}-card_balance+${string}` | `${string}-expense_automation_card+${string}` | `${string}-operating_expenses+${string}` | `${string}-operating_expenses_by_classes+${string}` | `${string}-revenue+${string}` | `${string}-revenue_by_classes+${string}` | `${string}-net_burn_or_income+${string}` | `${string}-net_burn_or_income_story_card+${string}` | `${string}-net_burn_or_income_by_classes+${string}` | `${string}-cash_position+${string}` | `${string}-top_expenses+${string}` | `${string}-profit_and_loss+${string}` | `${string}-profit_and_loss_by_classes+${string}` | `${string}-profit_and_loss_by_projects+${string}` | `${string}-balance_sheet+${string}` | `${string}-cash_flow+${string}` | `${string}-dashboard+${string}` | `${string}-finance_statement+${string}` | `${string}-transaction_list_of_account+${string}` | `${string}-transaction_list_missing_receipt+${string}` | `${string}-transaction_list_of_account_by_class+${string}` | `${string}-transaction_list_of_account_by_project+${string}` | `${string}-transaction_detail+${string}` | `${string}-cash_in_cash_out+${string}` | `${string}-insights_dashboard+${string}` | `${string}-company_details+${string}` | `${string}-class_list+${string}` | `${string}-account_list+${string}` | `${string}-account_list_by_type+${string}` | `${string}-vendor+${string}` | `${string}-task_card+${string}` | `${string}-bill_pay+${string}` | `${string}-reimbursement+${string}` | `${string}-bill_pay_card+${string}` | `${string}-reimbursement_card+${string}` | `${string}-bill_pay_promo_card+${string}` | `${string}-zeni_accounts+${string}` | `${string}-zeni_accounts_promo_card+${string}` | `${string}-zeni_treasury+${string}` | `${string}-charge_cards+${string}` | `${string}-other_connection+${string}` | `${string}-reimbursement_promo_card+${string}` | `${string}-onboarding+${string}` | `${string}-operating_expenses_by_vendor+${string}` | `${string}-operating_expenses_by_vendor_summary+${string}` | `${string}-vendors_tab+${string}` | `${string}-accounts_payable_aging+${string}` | `${string}-accounts_receivable_aging+${string}` | `${string}-vendor_global_review+${string}` | `${string}-prepaid_expenses+${string}` | `${string}-fixed_assets+${string}` | `${string}-notification+${string}` | `${string}-rewards_card+${string}` | `${string}-billing+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}` | `${string}-zeni_credit_promo_card+${string}` | `${string}-treasury_promo_card+${string}` | `${string}-excluded_account_reconciliation+${string}` | `${string}-transfer_accounts+${string}`;
13
+ export declare function getSectionAccountViewKey(sectionId: ID, reportId: ReportIDPlusForecastID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts` | `${string}-credit_card_transfer_accounts` | `${string}-cash_balance+${string}` | `${string}-card_balance+${string}` | `${string}-expense_automation_card+${string}` | `${string}-operating_expenses+${string}` | `${string}-operating_expenses_by_classes+${string}` | `${string}-revenue+${string}` | `${string}-revenue_by_classes+${string}` | `${string}-net_burn_or_income+${string}` | `${string}-net_burn_or_income_story_card+${string}` | `${string}-net_burn_or_income_by_classes+${string}` | `${string}-cash_position+${string}` | `${string}-top_expenses+${string}` | `${string}-profit_and_loss+${string}` | `${string}-profit_and_loss_by_classes+${string}` | `${string}-profit_and_loss_by_projects+${string}` | `${string}-balance_sheet+${string}` | `${string}-cash_flow+${string}` | `${string}-dashboard+${string}` | `${string}-finance_statement+${string}` | `${string}-transaction_list_of_account+${string}` | `${string}-transaction_list_missing_receipt+${string}` | `${string}-transaction_list_of_account_by_class+${string}` | `${string}-transaction_list_of_account_by_project+${string}` | `${string}-transaction_detail+${string}` | `${string}-cash_in_cash_out+${string}` | `${string}-insights_dashboard+${string}` | `${string}-company_details+${string}` | `${string}-class_list+${string}` | `${string}-account_list+${string}` | `${string}-account_list_by_type+${string}` | `${string}-vendor+${string}` | `${string}-task_card+${string}` | `${string}-bill_pay+${string}` | `${string}-reimbursement+${string}` | `${string}-bill_pay_card+${string}` | `${string}-reimbursement_card+${string}` | `${string}-bill_pay_promo_card+${string}` | `${string}-zeni_accounts+${string}` | `${string}-zeni_accounts_promo_card+${string}` | `${string}-zeni_treasury+${string}` | `${string}-charge_cards+${string}` | `${string}-other_connection+${string}` | `${string}-reimbursement_promo_card+${string}` | `${string}-onboarding+${string}` | `${string}-operating_expenses_by_vendor+${string}` | `${string}-operating_expenses_by_vendor_summary+${string}` | `${string}-vendors_tab+${string}` | `${string}-accounts_payable_aging+${string}` | `${string}-accounts_receivable_aging+${string}` | `${string}-vendor_global_review+${string}` | `${string}-prepaid_expenses+${string}` | `${string}-fixed_assets+${string}` | `${string}-notification+${string}` | `${string}-rewards_card+${string}` | `${string}-billing+${string}` | `${string}-flux_analysis_operating_expense+${string}` | `${string}-account_reconciliation+${string}` | `${string}-zeni_credit_promo_card+${string}` | `${string}-treasury_promo_card+${string}` | `${string}-excluded_account_reconciliation+${string}` | `${string}-transfer_accounts+${string}` | `${string}-credit_card_transfer_accounts+${string}`;
14
14
  export type SectionAccountKey = ReturnType<typeof getSectionAccountViewKey>;
package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts CHANGED
@@ -8,5 +8,5 @@ export interface SectionClassesView {
8
8
  sectionId: ID;
9
9
  balancesByPeriod?: COABalanceGroupedByPeriod;
10
10
  }
11
- export declare function getSectionClassesViewKey(sectionId: ID, reportId: ReportID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts`;
11
+ export declare function getSectionClassesViewKey(sectionId: ID, reportId: ReportID): `${string}-cash_balance` | `${string}-card_balance` | `${string}-expense_automation_card` | `${string}-operating_expenses` | `${string}-operating_expenses_by_classes` | `${string}-revenue` | `${string}-revenue_by_classes` | `${string}-net_burn_or_income` | `${string}-net_burn_or_income_story_card` | `${string}-net_burn_or_income_by_classes` | `${string}-cash_position` | `${string}-top_expenses` | `${string}-profit_and_loss` | `${string}-profit_and_loss_by_classes` | `${string}-profit_and_loss_by_projects` | `${string}-balance_sheet` | `${string}-cash_flow` | `${string}-dashboard` | `${string}-finance_statement` | `${string}-transaction_list_of_account` | `${string}-transaction_list_missing_receipt` | `${string}-transaction_list_of_account_by_class` | `${string}-transaction_list_of_account_by_project` | `${string}-transaction_detail` | `${string}-cash_in_cash_out` | `${string}-insights_dashboard` | `${string}-company_details` | `${string}-class_list` | `${string}-account_list` | `${string}-account_list_by_type` | `${string}-vendor` | `${string}-task_card` | `${string}-bill_pay` | `${string}-reimbursement` | `${string}-bill_pay_card` | `${string}-reimbursement_card` | `${string}-bill_pay_promo_card` | `${string}-zeni_accounts` | `${string}-zeni_accounts_promo_card` | `${string}-zeni_treasury` | `${string}-charge_cards` | `${string}-other_connection` | `${string}-reimbursement_promo_card` | `${string}-onboarding` | `${string}-operating_expenses_by_vendor` | `${string}-operating_expenses_by_vendor_summary` | `${string}-vendors_tab` | `${string}-accounts_payable_aging` | `${string}-accounts_receivable_aging` | `${string}-vendor_global_review` | `${string}-prepaid_expenses` | `${string}-fixed_assets` | `${string}-notification` | `${string}-rewards_card` | `${string}-billing` | `${string}-flux_analysis_operating_expense` | `${string}-account_reconciliation` | `${string}-zeni_credit_promo_card` | `${string}-treasury_promo_card` | `${string}-excluded_account_reconciliation` | `${string}-transfer_accounts` | `${string}-credit_card_transfer_accounts`;
12
12
  export type SectionClassesKey = ReturnType<typeof getSectionClassesViewKey>;
package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts CHANGED
@@ -4,9 +4,9 @@ import { AccountMetadataPayload } from '../account/accountPayload';
4
4
  import { ClassMetadataPayload } from '../class/classPayload';
5
5
  import { SectionClassesViewStateV2 } from './sectionClassesViewState';
6
6
  export declare const initialState: SectionClassesViewStateV2;
7
- export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
7
+ export declare const updateSectionClassesView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByClassCOABalanceGroupedPayloadV2, classesMetadataPayload: ClassMetadataPayload[], accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
8
8
  timeframe: "month" | "year" | "quarter";
9
- 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts";
9
+ 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts";
10
10
  sectionId: string;
11
11
  sectionPayload: SectionByClassCOABalanceGroupedPayloadV2;
12
12
  classesMetadataPayload: ClassMetadataPayload[];
package/lib/entity/sectionProjectView/sectionProjectView.d.ts CHANGED
@@ -9,5 +9,5 @@ export interface SectionProjectView {
9
9
  balancesByPeriod?: COABalanceGroupedByPeriod;
10
10
  nestedAccountIds?: NestedAccountIDHierarchy[];
11
11
  }
12
- export declare function getSectionProjectViewKey(sectionId: ID, projectId: ID, reportId: ReportID): `${string}-${string}-cash_balance` | `${string}-${string}-card_balance` | `${string}-${string}-expense_automation_card` | `${string}-${string}-operating_expenses` | `${string}-${string}-operating_expenses_by_classes` | `${string}-${string}-revenue` | `${string}-${string}-revenue_by_classes` | `${string}-${string}-net_burn_or_income` | `${string}-${string}-net_burn_or_income_story_card` | `${string}-${string}-net_burn_or_income_by_classes` | `${string}-${string}-cash_position` | `${string}-${string}-top_expenses` | `${string}-${string}-profit_and_loss` | `${string}-${string}-profit_and_loss_by_classes` | `${string}-${string}-profit_and_loss_by_projects` | `${string}-${string}-balance_sheet` | `${string}-${string}-cash_flow` | `${string}-${string}-dashboard` | `${string}-${string}-finance_statement` | `${string}-${string}-transaction_list_of_account` | `${string}-${string}-transaction_list_missing_receipt` | `${string}-${string}-transaction_list_of_account_by_class` | `${string}-${string}-transaction_list_of_account_by_project` | `${string}-${string}-transaction_detail` | `${string}-${string}-cash_in_cash_out` | `${string}-${string}-insights_dashboard` | `${string}-${string}-company_details` | `${string}-${string}-class_list` | `${string}-${string}-account_list` | `${string}-${string}-account_list_by_type` | `${string}-${string}-vendor` | `${string}-${string}-task_card` | `${string}-${string}-bill_pay` | `${string}-${string}-reimbursement` | `${string}-${string}-bill_pay_card` | `${string}-${string}-reimbursement_card` | `${string}-${string}-bill_pay_promo_card` | `${string}-${string}-zeni_accounts` | `${string}-${string}-zeni_accounts_promo_card` | `${string}-${string}-zeni_treasury` | `${string}-${string}-charge_cards` | `${string}-${string}-other_connection` | `${string}-${string}-reimbursement_promo_card` | `${string}-${string}-onboarding` | `${string}-${string}-operating_expenses_by_vendor` | `${string}-${string}-operating_expenses_by_vendor_summary` | `${string}-${string}-vendors_tab` | `${string}-${string}-accounts_payable_aging` | `${string}-${string}-accounts_receivable_aging` | `${string}-${string}-vendor_global_review` | `${string}-${string}-prepaid_expenses` | `${string}-${string}-fixed_assets` | `${string}-${string}-notification` | `${string}-${string}-rewards_card` | `${string}-${string}-billing` | `${string}-${string}-flux_analysis_operating_expense` | `${string}-${string}-account_reconciliation` | `${string}-${string}-zeni_credit_promo_card` | `${string}-${string}-treasury_promo_card` | `${string}-${string}-excluded_account_reconciliation` | `${string}-${string}-transfer_accounts`;
12
+ export declare function getSectionProjectViewKey(sectionId: ID, projectId: ID, reportId: ReportID): `${string}-${string}-cash_balance` | `${string}-${string}-card_balance` | `${string}-${string}-expense_automation_card` | `${string}-${string}-operating_expenses` | `${string}-${string}-operating_expenses_by_classes` | `${string}-${string}-revenue` | `${string}-${string}-revenue_by_classes` | `${string}-${string}-net_burn_or_income` | `${string}-${string}-net_burn_or_income_story_card` | `${string}-${string}-net_burn_or_income_by_classes` | `${string}-${string}-cash_position` | `${string}-${string}-top_expenses` | `${string}-${string}-profit_and_loss` | `${string}-${string}-profit_and_loss_by_classes` | `${string}-${string}-profit_and_loss_by_projects` | `${string}-${string}-balance_sheet` | `${string}-${string}-cash_flow` | `${string}-${string}-dashboard` | `${string}-${string}-finance_statement` | `${string}-${string}-transaction_list_of_account` | `${string}-${string}-transaction_list_missing_receipt` | `${string}-${string}-transaction_list_of_account_by_class` | `${string}-${string}-transaction_list_of_account_by_project` | `${string}-${string}-transaction_detail` | `${string}-${string}-cash_in_cash_out` | `${string}-${string}-insights_dashboard` | `${string}-${string}-company_details` | `${string}-${string}-class_list` | `${string}-${string}-account_list` | `${string}-${string}-account_list_by_type` | `${string}-${string}-vendor` | `${string}-${string}-task_card` | `${string}-${string}-bill_pay` | `${string}-${string}-reimbursement` | `${string}-${string}-bill_pay_card` | `${string}-${string}-reimbursement_card` | `${string}-${string}-bill_pay_promo_card` | `${string}-${string}-zeni_accounts` | `${string}-${string}-zeni_accounts_promo_card` | `${string}-${string}-zeni_treasury` | `${string}-${string}-charge_cards` | `${string}-${string}-other_connection` | `${string}-${string}-reimbursement_promo_card` | `${string}-${string}-onboarding` | `${string}-${string}-operating_expenses_by_vendor` | `${string}-${string}-operating_expenses_by_vendor_summary` | `${string}-${string}-vendors_tab` | `${string}-${string}-accounts_payable_aging` | `${string}-${string}-accounts_receivable_aging` | `${string}-${string}-vendor_global_review` | `${string}-${string}-prepaid_expenses` | `${string}-${string}-fixed_assets` | `${string}-${string}-notification` | `${string}-${string}-rewards_card` | `${string}-${string}-billing` | `${string}-${string}-flux_analysis_operating_expense` | `${string}-${string}-account_reconciliation` | `${string}-${string}-zeni_credit_promo_card` | `${string}-${string}-treasury_promo_card` | `${string}-${string}-excluded_account_reconciliation` | `${string}-${string}-transfer_accounts` | `${string}-${string}-credit_card_transfer_accounts`;
13
13
  export type SectionProjectKey = ReturnType<typeof getSectionProjectViewKey>;
package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts CHANGED
@@ -3,9 +3,9 @@ import { AccountMetadataPayload } from '../account/accountPayload';
3
3
  import { SectionByProjectCOABalanceGroupedPayloadV2 } from '../../view/profitAndLossProjectView/profitAndLossProjectViewPayload';
4
4
  import { SectionProjectViewState } from './sectionProjectViewState';
5
5
  export declare const initialState: SectionProjectViewState;
6
- export declare const updateSectionProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts", sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2, accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
6
+ export declare const updateSectionProjectView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[timeframe: "month" | "year" | "quarter", sectionId: string, 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts", sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2, accountsMetadataPayload: AccountMetadataPayload[], currencyPayload: CurrencyPayload], {
7
7
  timeframe: "month" | "year" | "quarter";
8
- 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts";
8
+ 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "transfer_accounts" | "credit_card_transfer_accounts";
9
9
  sectionId: string;
10
10
  sectionPayload: SectionByProjectCOABalanceGroupedPayloadV2;
11
11
  accountsMetadataPayload: AccountMetadataPayload[];
package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js CHANGED
@@ -61,6 +61,7 @@ export const ALL_REPORT_IDS = [
61
61
  'treasury_promo_card',
62
62
  'excluded_account_reconciliation',
63
63
  'transfer_accounts',
64
+ 'credit_card_transfer_accounts',
64
65
  ];
65
66
  export const toReportID = (v) => stringToUnion(v, ALL_REPORT_IDS);
66
67
  const ALL_REPORT_FORMAT = ['summary', 'detailed', 'more_detailed'];
package/lib/esm/entity/account/accountSelector.js CHANGED
@@ -56,6 +56,11 @@ export const getAccountBase = (accountState, accountId, reportId) => {
56
56
  */
57
57
  export const getAccountBaseForTransferAccounts = (accountState, accountId) => getAccountBase(accountState, accountId, 'transfer_accounts') ??
58
58
  getAccountBase(accountState, accountId, 'account_list');
59
+ /**
60
+ * Credit-card-only pool from the transfer-flow accounts API; falls back to `account_list`.
61
+ */
62
+ export const getAccountBaseForCreditCardTransferAccounts = (accountState, accountId) => getAccountBase(accountState, accountId, 'credit_card_transfer_accounts') ??
63
+ getAccountBase(accountState, accountId, 'account_list');
59
64
  export function getAccount(accountState, id, filter, additionalBalancesOptions) {
60
65
  const key = getAccountKey(id.reportId, id.accountId, id.classesViewParentId, id.accountsViewParentId, id.projectsViewParentId);
61
66
  const account = accountState.accountsByKey[key];
package/lib/esm/index.js CHANGED
@@ -167,7 +167,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
167
167
  import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
168
168
  import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
169
169
  import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
170
- import { acknowledgeTransferEntryRouteReplacement, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, fetchTransferAccounts, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, resetCreateTransferEntryStatus, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
170
+ import { acknowledgeTransferEntryRouteReplacement, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, fetchAccountsForTransferFlow, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, resetCreateTransferEntryStatus, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
171
171
  import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
172
172
  import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
173
173
  import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -444,7 +444,7 @@ export {
444
444
  BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts,
445
445
  // Bulk Upload Actions
446
446
  bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
447
- export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, acknowledgeTransferEntryRouteReplacement, fetchTransferAccounts, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
447
+ export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, acknowledgeTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
448
448
  export { TOP_EX_TIME_PERIODS };
449
449
  export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
450
450
  export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/createTransferEntryEpic.js CHANGED
@@ -13,7 +13,7 @@ function transactionIdsAreEqual(a, b) {
13
13
  }
14
14
  export const createTransferEntryEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createTransferEntry.match), mergeMap((action) => {
15
15
  const { transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType, } = action.payload;
16
- const url = `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/transaction-type-update`;
16
+ const url = `https://dev.api.zeni.ai/version/accounting/komal/1.0/transactions/transaction-type-update`;
17
17
  return zeniAPI
18
18
  .postAndGetJSON(url, {
19
19
  transaction_type: transactionType,
package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js CHANGED
@@ -6,7 +6,7 @@ import { fetchAccountList } from '../../../accountList/accountListReducer';
6
6
  import { fetchClassList } from '../../../classList/classListReducer';
7
7
  import { fetchOwnerList } from '../../../ownerList/ownerListReducer';
8
8
  import { fetchProjectList } from '../../../projectList/projectListReducer';
9
- import { fetchTransactionCategorization, fetchTransactionCategorizationView, fetchTransferAccounts, } from '../../reducers/transactionsViewReducer';
9
+ import { fetchTransactionCategorization, fetchTransactionCategorizationView, fetchAccountsForTransferFlow, } from '../../reducers/transactionsViewReducer';
10
10
  export const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pipe(filter(fetchTransactionCategorizationView.match), mergeMap((action) => {
11
11
  const { selectedTab, cacheOverride, keepExistingListItems, pageToken, period, refreshViewInBackground, searchString, resetListItems, isUncategorizedExpenseCategoryEnabled, } = action.payload;
12
12
  const updateActions = [];
@@ -23,9 +23,12 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
23
23
  accountList.fetchState === 'Not-Started') {
24
24
  updateActions.push(fetchAccountList('accountList', true));
25
25
  }
26
- const { transferAccounts } = state$.value.expenseAutomationTransactionsViewState;
26
+ const { transferAccounts, creditCardAccountsForTransfer, } = state$.value.expenseAutomationTransactionsViewState;
27
27
  if (transferAccounts.fetchState === 'Not-Started') {
28
- updateActions.push(fetchTransferAccounts());
28
+ updateActions.push(fetchAccountsForTransferFlow({ kind: 'transfer_eligible' }));
29
+ }
30
+ if (creditCardAccountsForTransfer.fetchState === 'Not-Started') {
31
+ updateActions.push(fetchAccountsForTransferFlow({ kind: 'credit_card_only' }));
29
32
  }
30
33
  const classList = state$.value.classListState;
31
34
  if (classList.hasValidState() === false &&
package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransferAccountsEpic.js CHANGED
@@ -2,24 +2,29 @@ import { of } from 'rxjs';
2
2
  import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
3
  import { updateAccounts } from '../../../../entity/account/accountReducer';
4
4
  import { isSuccessResponse } from '../../../../responsePayload';
5
- import { fetchTransferAccounts, updateTransferAccounts, updateTransferAccountsFailure, } from '../../reducers/transactionsViewReducer';
6
- const TRANSFER_ACCOUNTS_REPORT_ID = 'transfer_accounts';
7
- export const fetchTransferAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchTransferAccounts.match), switchMap(() => {
8
- const queryValue = { is_only_include_transfer_accounts: true };
5
+ import { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, } from '../../reducers/transactionsViewReducer';
6
+ const REPORT_ID_BY_KIND = {
7
+ transfer_eligible: 'transfer_accounts',
8
+ credit_card_only: 'credit_card_transfer_accounts',
9
+ };
10
+ const QUERY_BY_KIND = {
11
+ transfer_eligible: { is_only_include_transfer_accounts: true },
12
+ credit_card_only: { is_include_only_credit_card_accounts: true },
13
+ };
14
+ export const fetchTransferAccountsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchAccountsForTransferFlow.match), switchMap((action) => {
15
+ const { kind } = action.payload;
16
+ const queryValue = QUERY_BY_KIND[kind];
17
+ const reportId = REPORT_ID_BY_KIND[kind];
9
18
  const url = `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryValue))}`;
10
19
  return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
11
20
  if (isSuccessResponse(response) && response.data != null) {
12
21
  const accountIds = response.data.accounts.map((account) => account.account_id);
13
22
  const actions = [
14
- updateAccounts(response.data.accounts, TRANSFER_ACCOUNTS_REPORT_ID),
15
- updateTransferAccounts({ accountIds }),
23
+ updateAccounts(response.data.accounts, reportId),
24
+ updateAccountsForTransferFlow({ accountIds, kind }),
16
25
  ];
17
26
  return of(...actions);
18
27
  }
19
- else {
20
- return of(updateTransferAccountsFailure());
21
- }
22
- }), catchError(() => {
23
- return of(updateTransferAccountsFailure());
24
- }));
28
+ return of(updateAccountsForTransferFlowFailure({ kind }));
29
+ }), catchError(() => of(updateAccountsForTransferFlowFailure({ kind }))));
25
30
  }));
package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js CHANGED
@@ -43,6 +43,10 @@ export const initialTransactionTabViewState = {
43
43
  };
44
44
  export const initialState = {
45
45
  createTransferEntryStatus: 'Not-Started',
46
+ creditCardAccountsForTransfer: {
47
+ accountIds: [],
48
+ fetchState: 'Not-Started',
49
+ },
46
50
  lastTransferEntryReplacement: undefined,
47
51
  selectedTransactionCategorizationTab: 'review',
48
52
  transactionCategorizationView: {
@@ -50,8 +54,8 @@ export const initialState = {
50
54
  autoCategorized: { ...initialTransactionTabViewState },
51
55
  },
52
56
  transferAccounts: {
53
- fetchState: 'Not-Started',
54
57
  accountIds: [],
58
+ fetchState: 'Not-Started',
55
59
  },
56
60
  };
57
61
  const expenseAutomationTransactionsView = createSlice({
@@ -808,15 +812,24 @@ const expenseAutomationTransactionsView = createSlice({
808
812
  };
809
813
  },
810
814
  },
811
- fetchTransferAccounts(draft) {
812
- draft.transferAccounts.fetchState = 'In-Progress';
815
+ fetchAccountsForTransferFlow(draft, action) {
816
+ const slice = action.payload.kind === 'credit_card_only'
817
+ ? draft.creditCardAccountsForTransfer
818
+ : draft.transferAccounts;
819
+ slice.fetchState = 'In-Progress';
813
820
  },
814
- updateTransferAccounts(draft, action) {
815
- draft.transferAccounts.fetchState = 'Completed';
816
- draft.transferAccounts.accountIds = action.payload.accountIds;
821
+ updateAccountsForTransferFlow(draft, action) {
822
+ const slice = action.payload.kind === 'credit_card_only'
823
+ ? draft.creditCardAccountsForTransfer
824
+ : draft.transferAccounts;
825
+ slice.fetchState = 'Completed';
826
+ slice.accountIds = action.payload.accountIds;
817
827
  },
818
- updateTransferAccountsFailure(draft) {
819
- draft.transferAccounts.fetchState = 'Error';
828
+ updateAccountsForTransferFlowFailure(draft, action) {
829
+ const slice = action.payload.kind === 'credit_card_only'
830
+ ? draft.creditCardAccountsForTransfer
831
+ : draft.transferAccounts;
832
+ slice.fetchState = 'Error';
820
833
  },
821
834
  createTransferEntry: {
822
835
  prepare(transactionId, creditAccountIntegrationId, debitAccountIntegrationId, memo, transactionType, sourceTransactionType) {
@@ -868,5 +881,5 @@ const expenseAutomationTransactionsView = createSlice({
868
881
  },
869
882
  },
870
883
  });
871
- export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, fetchTransferAccounts, updateTransferAccounts, updateTransferAccountsFailure, createTransferEntry, createTransferEntrySuccess, createTransferEntryFailure, resetCreateTransferEntryStatus, createTransferEntryReplacedTransaction, acknowledgeTransferEntryRouteReplacement, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
884
+ export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, createTransferEntry, createTransferEntrySuccess, createTransferEntryFailure, resetCreateTransferEntryStatus, createTransferEntryReplacedTransaction, acknowledgeTransferEntryRouteReplacement, removeTransactionFromAllTabs, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
872
885
  export default expenseAutomationTransactionsView.reducer;
package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js CHANGED
@@ -1,7 +1,7 @@
1
1
  import omit from 'lodash/omit';
2
2
  import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
3
3
  import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
4
- import { getAccountBase, getAccountBaseForTransferAccounts, } from '../../../entity/account/accountSelector';
4
+ import { getAccountBase, getAccountBaseForCreditCardTransferAccounts, getAccountBaseForTransferAccounts, } from '../../../entity/account/accountSelector';
5
5
  import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, } from '../../../entity/tenant/tenantSelector';
6
6
  import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
7
7
  import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
@@ -103,6 +103,16 @@ export function getExpenseAutomationTransactionView(state) {
103
103
  : accountList.accounts
104
104
  .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
105
105
  .filter((account) => account != null);
106
+ const creditCardAccountsFromApi = expenseAutomationTransactionsViewState.creditCardAccountsForTransfer.accountIds
107
+ .map((id) => getAccountBaseForCreditCardTransferAccounts(accountState, id))
108
+ .filter((account) => account != null);
109
+ const coaCreditCardsFallback = accountList.accounts
110
+ .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
111
+ .filter((account) => account != null)
112
+ .filter((a) => a.accountType === 'credit_card');
113
+ const creditCardAccountsForTransferList = creditCardAccountsFromApi.length > 0
114
+ ? creditCardAccountsFromApi
115
+ : coaCreditCardsFallback;
106
116
  return {
107
117
  version: 0,
108
118
  fetchState: fetchStatus.fetchState,
@@ -130,6 +140,7 @@ export function getExpenseAutomationTransactionView(state) {
130
140
  uploadReceiptStatusById,
131
141
  selectedTransactionId,
132
142
  selectedTransactionLineId,
143
+ creditCardAccountsForTransferList,
133
144
  transferAccounts: transferAccountsList,
134
145
  };
135
146
  }
package/lib/esm/view/expenseAutomationView/types/transactionsViewState.js CHANGED
@@ -25,3 +25,8 @@ export const initialSupportedTransactionCategorization = {
25
25
  tabSpecificLineItems: {},
26
26
  },
27
27
  };
28
+ /** Which pool `fetchAccountsForTransferFlow` / transfer-flow epic should load. */
29
+ export const TRANSFER_ACCOUNTS_FETCH_KIND = [
30
+ 'transfer_eligible',
31
+ 'credit_card_only',
32
+ ];
package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js CHANGED
@@ -13,7 +13,7 @@ import { fetchAccountList } from '../../accountList/accountListReducer';
13
13
  import { fetchClassList } from '../../classList/classListReducer';
14
14
  import { getInitializedTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper';
15
15
  import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
16
- import { fetchTransferAccounts } from '../../expenseAutomationView/reducers/transactionsViewReducer';
16
+ import { fetchAccountsForTransferFlow } from '../../expenseAutomationView/reducers/transactionsViewReducer';
17
17
  import { fetchOwnerList } from '../../ownerList/ownerListReducer';
18
18
  import { fetchProjectList } from '../../projectList/projectListReducer';
19
19
  import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState, } from '../transactionDetailReducer';
@@ -36,10 +36,14 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
36
36
  accountList.fetchState !== 'In-Progress') {
37
37
  transactionActions.push(fetchAccountList('accountList'));
38
38
  }
39
- const { transferAccounts } = state$.value.expenseAutomationTransactionsViewState;
39
+ const { transferAccounts, creditCardAccountsForTransfer, } = state$.value.expenseAutomationTransactionsViewState;
40
40
  if (transferAccounts.fetchState !== 'In-Progress' &&
41
41
  transferAccounts.fetchState !== 'Completed') {
42
- transactionActions.push(fetchTransferAccounts());
42
+ transactionActions.push(fetchAccountsForTransferFlow({ kind: 'transfer_eligible' }));
43
+ }
44
+ if (creditCardAccountsForTransfer.fetchState !== 'In-Progress' &&
45
+ creditCardAccountsForTransfer.fetchState !== 'Completed') {
46
+ transactionActions.push(fetchAccountsForTransferFlow({ kind: 'credit_card_only' }));
43
47
  }
44
48
  const classList = state$.value.classListState;
45
49
  if (classList.hasValidState() === false &&
package/lib/esm/view/transactionDetail/transactionDetailSelector.js CHANGED
@@ -1,6 +1,6 @@
1
1
  import recordGet from 'lodash/get';
2
2
  import { reduceFetchState } from '../../commonStateTypes/reduceFetchState';
3
- import { getAccountBase, getAccountBaseForTransferAccounts, } from '../../entity/account/accountSelector';
3
+ import { getAccountBase, getAccountBaseForCreditCardTransferAccounts, getAccountBaseForTransferAccounts, } from '../../entity/account/accountSelector';
4
4
  import { getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled } from '../../entity/tenant/tenantSelector';
5
5
  import { toTransactionTypeStrict } from '../../entity/transaction/stateTypes/transactionType';
6
6
  import { getTransactionWithCOT } from '../../entity/transaction/transactionHelper';
@@ -81,6 +81,16 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
81
81
  : accountsList.accounts
82
82
  .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
83
83
  .filter((account) => account != null);
84
+ const creditCardAccountsFromApi = expenseAutomationTransactionsViewState.creditCardAccountsForTransfer.accountIds
85
+ .map((id) => getAccountBaseForCreditCardTransferAccounts(accountState, id))
86
+ .filter((account) => account != null);
87
+ const coaCreditCardsFallback = accountsList.accounts
88
+ .map((a) => getAccountBase(accountState, a.accountId, 'account_list'))
89
+ .filter((account) => account != null)
90
+ .filter((a) => a.accountType === 'credit_card');
91
+ const creditCardAccountsForTransferList = creditCardAccountsFromApi.length > 0
92
+ ? creditCardAccountsFromApi
93
+ : coaCreditCardsFallback;
84
94
  return {
85
95
  reportId: 'transaction_detail',
86
96
  reportTitle: 'Transaction Detail',
@@ -98,6 +108,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
98
108
  classList: classList,
99
109
  isAccountingClassesEnabled,
100
110
  createTransferEntryStatus: expenseAutomationTransactionsViewState.createTransferEntryStatus,
111
+ creditCardAccountsForTransferList,
101
112
  transferAccounts: transferAccountsList,
102
113
  isAccountingProjectsEnabled,
103
114
  projectList,
package/lib/index.d.ts CHANGED
@@ -273,7 +273,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
273
273
  import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
274
274
  import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
275
275
  import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
276
- import { acknowledgeTransferEntryRouteReplacement, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, fetchTransferAccounts, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, resetCreateTransferEntryStatus, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
276
+ import { acknowledgeTransferEntryRouteReplacement, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, fetchAccountsForTransferFlow, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, resetCreateTransferEntryStatus, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
277
277
  import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
278
278
  import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
279
279
  import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -659,7 +659,7 @@ export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePe
659
659
  export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
660
660
  export { JEScheduleLocalData };
661
661
  export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
662
- export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, acknowledgeTransferEntryRouteReplacement, fetchTransferAccounts, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
662
+ export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, acknowledgeTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
663
663
  export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
664
664
  export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
665
665
  export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';