@zeniai/client-epic-state 5.2.8-betaAK0 → 5.2.9

package/lib/commonPayloadTypes/recommendationPayload.d.ts

@@ -1,15 +1,31 @@
-import { AIReasoningPayload } from '../commonPayloadTypes/recommendationBasePayloadCore';
-import { Recommendation, RecommendationWithCOT } from '../commonStateTypes/recommendationBase';
+import { Recommendation, RecommendationBase } from '../commonStateTypes/recommendationBase';
 import { RecommendedVendorBase } from '../commonStateTypes/vendorRecommendation';
-import { RecommendedAccountBasePayload, RecommendedAccountBasePayloadWithCOT } from '../entity/account/accountPayload';
-import { RecommendedClassBasePayload, RecommendedClassBasePayloadWithCOT } from '../entity/class/classPayload';
+import { RecommendedAccountBasePayload } from '../entity/account/accountPayload';
+import { RecommendedClassBasePayload } from '../entity/class/classPayload';
 import { RecommendedVendorBasePayload } from './vendorRecommendationPayload';
+export interface RecommendationBasePayload {
+    min: number;
+    max?: number;
+    reason?: string;
+    recommendation_hash?: string;
+    type?: string;
+}
+export interface AIReasoningPayload {
+    cot: string[];
+    reasoning: string;
+}
 export interface RecommendationPayload {
     accounting_classes?: RecommendedClassBasePayload[];
     accounts?: RecommendedAccountBasePayload[];
     customers?: RecommendedVendorBasePayload[];
     vendors?: RecommendedVendorBasePayload[];
 }
+export interface RecommendedAccountBasePayloadWithCOT extends RecommendedAccountBasePayload {
+    ai_reasoning?: AIReasoningPayload;
+}
+export interface RecommendedClassBasePayloadWithCOT extends RecommendedClassBasePayload {
+    ai_reasoning?: AIReasoningPayload;
+}
 export interface RecommendedVendorBasePayloadWithCOT extends RecommendedVendorBasePayload {
     ai_reasoning?: AIReasoningPayload;
 }
@@ -23,7 +39,7 @@ export interface EntityRecommendationPayload {
     account?: RecommendedAccountBasePayload;
     accounting_class?: RecommendedClassBasePayload;
 }
+export declare const toRecommendationBase: (payload: RecommendationBasePayload) => RecommendationBase;
+export declare const toRecommendationBasePayload: (base: RecommendationBase) => RecommendationBasePayload;
 export declare const toRecommendationPayload: (recommendation: Recommendation) => EntityRecommendationPayload;
 export declare const toRecommendedVendorBasePayload: (vendorRecommendation: RecommendedVendorBase) => RecommendedVendorBasePayload;
-export declare const transformRecommendation: (recommendation: RecommendationPayload) => Recommendation[];
-export declare const transformRecommendationWithCOT: (recommendation: RecommendationPayloadWithCOT) => RecommendationWithCOT[];

package/lib/commonPayloadTypes/recommendationPayload.js

@@ -1,9 +1,27 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.transformRecommendationWithCOT = exports.transformRecommendation = exports.toRecommendedVendorBasePayload = exports.toRecommendationPayload = void 0;
-const recommendationBase_1 = require("../commonStateTypes/recommendationBase");
+exports.toRecommendedVendorBasePayload = exports.toRecommendationPayload = exports.toRecommendationBasePayload = exports.toRecommendationBase = void 0;
 const accountPayload_1 = require("../entity/account/accountPayload");
 const classPayload_1 = require("../entity/class/classPayload");
+const toRecommendationBase = (payload) => {
+    return {
+        max: payload.max,
+        min: payload.min,
+        reason: payload.reason ?? '',
+        type: payload.type,
+        recommendationHash: payload.recommendation_hash,
+    };
+};
+exports.toRecommendationBase = toRecommendationBase;
+const toRecommendationBasePayload = (base) => {
+    return {
+        max: base.max,
+        min: base.min ?? 0,
+        reason: base.reason ?? undefined,
+        type: base.type,
+    };
+};
+exports.toRecommendationBasePayload = toRecommendationBasePayload;
 const toRecommendationPayload = (recommendation) => {
     return {
         account: recommendation.account != null
@@ -31,98 +49,3 @@ const toRecommendedVendorBasePayload = (vendorRecommendation) => {
     };
 };
 exports.toRecommendedVendorBasePayload = toRecommendedVendorBasePayload;
-const transformRecommendation = (recommendation) => {
-    const accounts = recommendation.accounts;
-    const classObjs = recommendation.accounting_classes;
-    const recommendedVendors = recommendation.vendors;
-    const recommendations = [];
-    const mappedAccounts = accounts?.map((account) => (0, accountPayload_1.mapRecommendedAccountBasePayloadToRecommendedAccountBase)(account));
-    const mappedClasses = classObjs?.map((cls) => (0, classPayload_1.mapRecommendedClassBasePayloadToRecommendedClassBase)(cls));
-    const mappedRecommendedVendors = recommendedVendors?.map((recommendedVendor) => (0, recommendationBase_1.mapRecommendedVendorPayloadToBase)(recommendedVendor));
-    // Note: Accounts and Classes array length can be different here. So checking for larger array and iterating over that and mapped as per indexes
-    if (mappedAccounts != null &&
-        mappedAccounts.length >= (mappedClasses?.length ?? 0) &&
-        mappedAccounts.length >= (mappedRecommendedVendors?.length ?? 0)) {
-        mappedAccounts.forEach((account, index) => {
-            recommendations.push({
-                account,
-                class: mappedClasses?.[index],
-                vendor: mappedRecommendedVendors?.[index],
-            });
-        });
-    }
-    else if (mappedClasses != null &&
-        mappedClasses.length >= (mappedAccounts?.length ?? 0) &&
-        mappedClasses.length >= (mappedRecommendedVendors?.length ?? 0)) {
-        mappedClasses.forEach((recommendedClass, index) => {
-            recommendations.push({
-                account: mappedAccounts?.[index],
-                class: recommendedClass,
-                vendor: mappedRecommendedVendors?.[index],
-            });
-        });
-    }
-    else if (mappedRecommendedVendors != null) {
-        mappedRecommendedVendors.forEach((recommendedvendor, index) => {
-            recommendations.push({
-                account: mappedAccounts?.[index],
-                class: mappedClasses?.[index],
-                vendor: recommendedvendor,
-            });
-        });
-    }
-    return recommendations;
-};
-exports.transformRecommendation = transformRecommendation;
-const transformRecommendationWithCOT = (recommendation) => {
-    const accounts = recommendation.accounts;
-    const classObjs = recommendation.accounting_classes;
-    const recommendedVendors = recommendation.vendors;
-    const recommendations = [];
-    const mappedAccounts = accounts?.map((account) => (0, accountPayload_1.mapRecommendedAccountBasePayloadWithCOTToRecommendedAccountBaseWithCOT)(account));
-    const mappedClasses = classObjs?.map((cls) => (0, classPayload_1.mapRecommendedClassBasePayloadWithCOTToRecommendedClassBaseWithCOT)(cls));
-    const mappedRecommendedVendors = recommendedVendors?.map((recommendedVendor) => {
-        const base = (0, recommendationBase_1.mapRecommendedVendorPayloadToBase)(recommendedVendor);
-        // Always return RecommendedVendorBaseWithCOT, with empty COT if not present
-        const vendorWithCOT = {
-            ...base,
-            cot: recommendedVendor.ai_reasoning?.cot ?? [],
-            reasoning: recommendedVendor.ai_reasoning?.reasoning ?? '',
-        };
-        return vendorWithCOT;
-    });
-    // Note: Accounts and Classes array length can be different here. So checking for larger array and iterating over that and mapped as per indexes
-    if (mappedAccounts != null &&
-        mappedAccounts.length >= (mappedClasses?.length ?? 0) &&
-        mappedAccounts.length >= (mappedRecommendedVendors?.length ?? 0)) {
-        mappedAccounts.forEach((account, index) => {
-            recommendations.push({
-                account,
-                class: mappedClasses?.[index],
-                vendor: mappedRecommendedVendors?.[index],
-            });
-        });
-    }
-    else if (mappedClasses != null &&
-        mappedClasses.length >= (mappedAccounts?.length ?? 0) &&
-        mappedClasses.length >= (mappedRecommendedVendors?.length ?? 0)) {
-        mappedClasses.forEach((recommendedClass, index) => {
-            recommendations.push({
-                account: mappedAccounts?.[index],
-                class: recommendedClass,
-                vendor: mappedRecommendedVendors?.[index],
-            });
-        });
-    }
-    else if (mappedRecommendedVendors != null) {
-        mappedRecommendedVendors.forEach((recommendedvendor, index) => {
-            recommendations.push({
-                account: mappedAccounts?.[index],
-                class: mappedClasses?.[index],
-                vendor: recommendedvendor,
-            });
-        });
-    }
-    return recommendations;
-};
-exports.transformRecommendationWithCOT = transformRecommendationWithCOT;

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

@@ -1,4 +1,4 @@
-import { AccountMetadataRecordsByID } from '../../commonStateTypes/accountView/accountMetadataRecords';
+import { AccountMetadataRecordsByID } from '../../commonStateTypes/accountView/nestedAccountID';
 import { ClassesViewParentID } from '../../commonStateTypes/classesView/nestedClassID';
 import { ID } from '../../commonStateTypes/common';
 import { AccountCOABalanceGroupedPayloadByAccountId, AccountMetadataWithBalancesPayload } from './reportBySubAccountPayload';

package/lib/commonStateTypes/accountView/getNestedAccountIDHierarchyForReport.d.ts

@@ -1,8 +1,7 @@
 import { AccountMetadataPayload } from '../../entity/account/accountPayload';
 import { AccountMetadata } from '../../entity/account/accountState';
 import { ID } from '../common';
-import { AccountMetadataRecordsByID } from './accountMetadataRecords';
-import { NestedAccountHierarchyForReport, NestedAccountID } from './nestedAccountID';
+import { AccountMetadataRecordsByID, NestedAccountHierarchyForReport, NestedAccountID } from './nestedAccountID';
 /**
  * This function builds the hierarchy which is used to display all accounts
  * in the selection view

package/lib/commonStateTypes/accountView/nestedAccountID.d.ts

@@ -1,3 +1,5 @@
+import { AccountMetadataPayload } from '../../entity/account/accountPayload';
+import { AccountMetadata } from '../../entity/account/accountState';
 import { ID } from '../common';
 type AccountIDPlus0SubAccount = [thisAccountId: string];
 type AccountIDPlus1SubAccount = [
@@ -30,6 +32,9 @@ type AccountIDPlus4SubAccount = [
  * and so on..
  */
 export type NestedAccountID = AccountIDPlus0SubAccount | AccountIDPlus1SubAccount | AccountIDPlus2SubAccount | AccountIDPlus3SubAccount | AccountIDPlus4SubAccount;
+export declare const MAX_SUB_ACCOUNTS_SUPPORTED = 4;
+export declare const MAX_SUB_CLASSES_SUPPORTED = 4;
+export declare const MAX_SUB_CUSTOMERS_SUPPORTED = 4;
 export declare function getNestedAccountIDStr(nestedAccountId: NestedAccountID): `${string}-${string}-${string}-${string}-${string}`;
 export declare const isEqualNestedAccountId: (nestedAccountIdA: NestedAccountID, nestedAccountIdB: NestedAccountID) => boolean;
 export interface AccountsViewParentID {
@@ -50,4 +55,9 @@ export interface NestedAccountHierarchyForReport {
     isBillEditableCoaAccountType?: boolean;
     isDeleted?: boolean;
 }
+export type AccountMetadataRecordsByID = Record<ID, {
+    accountMetadata: AccountMetadata;
+    accountMetadataPayload: AccountMetadataPayload;
+    nestedAccountId: NestedAccountID;
+}>;
 export {};

package/lib/commonStateTypes/accountView/nestedAccountID.js

@@ -1,7 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isEqualNestedAccountId = void 0;
+exports.isEqualNestedAccountId = exports.MAX_SUB_CUSTOMERS_SUPPORTED = exports.MAX_SUB_CLASSES_SUPPORTED = exports.MAX_SUB_ACCOUNTS_SUPPORTED = void 0;
 exports.getNestedAccountIDStr = getNestedAccountIDStr;
+exports.MAX_SUB_ACCOUNTS_SUPPORTED = 4;
+exports.MAX_SUB_CLASSES_SUPPORTED = 4;
+exports.MAX_SUB_CUSTOMERS_SUPPORTED = 4;
 function getNestedAccountIDStr(nestedAccountId) {
     const [accountId, parentAccountId, greatParentAccountId, greatGreatParentAccountId, greatGreatGreatParentAccountId,] = nestedAccountId;
     return `${accountId}-${parentAccountId ?? ''}-${greatParentAccountId ?? ''}-${greatGreatParentAccountId ?? ''}-${greatGreatGreatParentAccountId ?? ''}`;

package/lib/commonStateTypes/agingBalance/agingBalance.js

@@ -1,8 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAgingBalancesKey = exports.toAgingPeriod = exports.AGING_PERIODS = void 0;
+const formatZeniDateFY_1 = require("../fiscalYearHelpers/formatZeniDateFY");
 const stringToUnion_1 = require("../stringToUnion");
-const timePeriod_1 = require("../timePeriod");
 exports.AGING_PERIODS = [
     'current_due',
     'due_1-30_days',
@@ -12,5 +12,5 @@ exports.AGING_PERIODS = [
 ];
 const toAgingPeriod = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.AGING_PERIODS);
 exports.toAgingPeriod = toAgingPeriod;
-const getAgingBalancesKey = (reportDate) => `${reportDate.format(timePeriod_1.DEFAULT_DATE_FORMAT)}`;
+const getAgingBalancesKey = (reportDate) => `${reportDate.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT)}`;
 exports.getAgingBalancesKey = getAgingBalancesKey;

package/lib/commonStateTypes/classesView/getNestedClassIDHierarchyForReport.d.ts

@@ -1,8 +1,7 @@
 import { ClassMetadataPayload } from '../../entity/class/classPayload';
 import { ClassMetadata } from '../../entity/class/classState';
 import { ID } from '../common';
-import { ClassMetadataRecordsByID } from './classMetadataRecords';
-import { NestedClassHierarchyForReport, NestedClassID } from './nestedClassID';
+import { ClassMetadataRecordsByID, NestedClassHierarchyForReport, NestedClassID } from './nestedClassID';
 /**
  * This function builds the hierarchy which is used to display all classes
  * in the selection view

package/lib/commonStateTypes/classesView/nestedClassID.d.ts

@@ -1,3 +1,5 @@
+import { ClassMetadataPayload } from '../../entity/class/classPayload';
+import { ClassMetadata } from '../../entity/class/classState';
 import { ID } from '../common';
 type ClassIDPlus0SubClass = [thisClassId: string];
 type ClassIDPlus1SubClass = [thisClassId: string, parentClassId: string];
@@ -46,4 +48,9 @@ export interface NestedClassHierarchyForReport {
     qboId: ID | undefined;
     isDeleted?: boolean;
 }
+export type ClassMetadataRecordsByID = Record<ID, {
+    classMetadata: ClassMetadata;
+    classMetadataPayload: ClassMetadataPayload;
+    nestedClassId: NestedClassID;
+}>;
 export {};

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

@@ -1,7 +1,9 @@
 import { ZeniDate } from '../../zeniDayJS';
 import { Amount } from '../amount';
 import { FetchStateAndError, ID } from '../common';
+import { AdditionalBalancesOptions } from './additionalBalances/getAdditionalBalances';
 import { COABalanceType } from './coaBalanceType';
+import { COABalancesFilter, COABalancesSlice } from './coaBalancesFilter';
 /**
  * Interface for any Chart of Account (COA) balance in a
  * date range.
@@ -43,6 +45,11 @@ export interface COABalanceGrouped extends COABalanceGroupedByPeriod {
         years?: COABalance;
     };
 }
+export interface COABalanceWithAveragesGrouped extends COABalanceGrouped {
+    averages?: {
+        months?: COABalance;
+    };
+}
 export interface COABalanceGroupedWithIDs extends COABalanceGrouped {
     accountGroupIDs: string[];
     accountIDs: string[];
@@ -50,3 +57,13 @@ export interface COABalanceGroupedWithIDs extends COABalanceGrouped {
 export interface COABalanceGroupedWithAccountIDs extends COABalanceGrouped {
     accountIDs: string[];
 }
+export declare function getCOABalances(coaBalanceGrouped: COABalanceGroupedByPeriod | undefined, filter: COABalancesFilter, additionalBalancesOptions?: AdditionalBalancesOptions): COABalancesSlice;
+/**
+ * Use this function when totals are returned back from the API. It will insert a "period_total"
+ * COABalance in between the range and the additional balances
+ * @param coaBalanceGrouped
+ * @param filter
+ * @param additionalBalancesOptions
+ * @returns
+ */
+export declare function getCOABalancesWithTotals(coaBalanceGrouped: COABalanceGrouped | undefined, filter: COABalancesFilter, additionalBalancesOptions?: AdditionalBalancesOptions): COABalancesSlice;

package/lib/commonStateTypes/coaBalance/coaBalance.js

@@ -1,7 +1,11 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toCOABalanceTimeframe = void 0;
+exports.getCOABalances = getCOABalances;
+exports.getCOABalancesWithTotals = getCOABalancesWithTotals;
 const stringToUnion_1 = require("../stringToUnion");
+const getAdditionalBalances_1 = require("./additionalBalances/getAdditionalBalances");
+const sliceCOABalances_1 = require("./additionalBalances/sliceCOABalances");
 /**
  * COA balance time frame
  * week, balance for a week.
@@ -19,3 +23,104 @@ const ALL_COA_BALANCE_TIMEFRAME = [
 ];
 const toCOABalanceTimeframe = (v) => (0, stringToUnion_1.stringToUnionStrict)(v?.toLocaleLowerCase() ?? '', ALL_COA_BALANCE_TIMEFRAME);
 exports.toCOABalanceTimeframe = toCOABalanceTimeframe;
+function getCOABalances(coaBalanceGrouped, filter, additionalBalancesOptions) {
+    const emptySlice = {
+        filter,
+        balances: [],
+        additionalBalances: [],
+    };
+    if (coaBalanceGrouped == null) {
+        return emptySlice;
+    }
+    let allBalancesInTimeframe = [];
+    switch (filter.timeframe) {
+        case 'week':
+            allBalancesInTimeframe = coaBalanceGrouped.weeks ?? [];
+            break;
+        case 'month':
+            allBalancesInTimeframe = coaBalanceGrouped.months ?? [];
+            break;
+        case 'quarter':
+            allBalancesInTimeframe = coaBalanceGrouped.quarters ?? [];
+            break;
+        case 'year':
+            allBalancesInTimeframe = coaBalanceGrouped.years ?? [];
+            break;
+        case 'free_range':
+            console.error('Querying by free_range is not supported!');
+            break;
+    }
+    const resultBalances = (0, sliceCOABalances_1.sliceCOABalances)(allBalancesInTimeframe, filter.balancesRange);
+    const additionalBalances = filter.additionalBalances
+        .map((balanceType) => (0, getAdditionalBalances_1.getAdditionalBalance)(filter.firstMonthOfFY, balanceType, resultBalances, filter, allBalancesInTimeframe, coaBalanceGrouped.months ?? [], additionalBalancesOptions))
+        .filter((value) => value != null);
+    return {
+        filter,
+        balances: resultBalances,
+        additionalBalances: additionalBalances,
+    };
+}
+/**
+ * Use this function when totals are returned back from the API. It will insert a "period_total"
+ * COABalance in between the range and the additional balances
+ * @param coaBalanceGrouped
+ * @param filter
+ * @param additionalBalancesOptions
+ * @returns
+ */
+function getCOABalancesWithTotals(coaBalanceGrouped, filter, additionalBalancesOptions) {
+    const emptySlice = {
+        filter,
+        balances: [],
+        additionalBalances: [],
+    };
+    if (coaBalanceGrouped == null) {
+        return emptySlice;
+    }
+    let allBalancesInTimeframe = [];
+    switch (filter.timeframe) {
+        case 'week':
+            allBalancesInTimeframe = coaBalanceGrouped.weeks ?? [];
+            break;
+        case 'month':
+            allBalancesInTimeframe = coaBalanceGrouped.months ?? [];
+            break;
+        case 'quarter':
+            allBalancesInTimeframe = coaBalanceGrouped.quarters ?? [];
+            break;
+        case 'year':
+            allBalancesInTimeframe = coaBalanceGrouped.years ?? [];
+            break;
+        case 'free_range':
+            console.error('Querying by free_range is not supported!');
+            break;
+    }
+    const resultBalances = (0, sliceCOABalances_1.sliceCOABalances)(allBalancesInTimeframe, filter.balancesRange);
+    let totalBalance = undefined;
+    switch (filter.timeframe) {
+        case 'week':
+            totalBalance = coaBalanceGrouped.totals.weeks;
+            break;
+        case 'month':
+            totalBalance = coaBalanceGrouped.totals.months;
+            break;
+        case 'quarter':
+            totalBalance = coaBalanceGrouped.totals.quarters;
+            break;
+        case 'year':
+            totalBalance = coaBalanceGrouped.totals.years;
+            break;
+        case 'free_range':
+            console.error('Querying by free_range is not supported!');
+            break;
+    }
+    const additionalBalances = filter.additionalBalances
+        .map((balanceType) => (0, getAdditionalBalances_1.getAdditionalBalance)(filter.firstMonthOfFY, balanceType, resultBalances, filter, allBalancesInTimeframe, coaBalanceGrouped.months ?? [], additionalBalancesOptions))
+        .filter((value) => value != null);
+    return {
+        filter,
+        balances: resultBalances,
+        additionalBalances: additionalBalances,
+        totalBalance,
+    };
+}

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

@@ -1,4 +1,4 @@
-import { EntityOrder } from '../selectorTypes/entityOrder';
+import { EntityOrder } from '../selectorTypes/selectorTypes';
 import { COABalancesOrder, COABalancesSlice } from './coaBalancesFilter';
 declare const sortComparator: (balanceSliceA: COABalancesSlice | undefined, balanceSliceB: COABalancesSlice | undefined, balancesOrder: COABalancesOrder, order: EntityOrder) => number;
 export { sortComparator };

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

@@ -1,4 +1,4 @@
-import { EntityOrder } from '../selectorTypes/entityOrder';
+import { EntityOrder } from '../selectorTypes/selectorTypes';
 import { COABalancesOrder, COABalancesSlice } from './coaBalancesFilter';
 declare const sortComparatorWithTotals: (balanceSliceA: COABalancesSlice | undefined, balanceSliceB: COABalancesSlice | undefined, balancesOrder: COABalancesOrder, order: EntityOrder) => number;
 export { sortComparatorWithTotals };

package/lib/commonStateTypes/common.d.ts

@@ -1,4 +1,4 @@
-import { ZeniAPIStatus } from '../zeniAPIStatus';
+import { ZeniAPIStatus } from '../responsePayload';
 /**
  * Type for the unique Zeni IDs (Ex. user Id, tenant Id etc..).
  * Use this type to be explicit that we expect unique ID not just a plain string!!

package/lib/commonStateTypes/fileType.d.ts

@@ -1,3 +1,3 @@
 export declare const ALL_FILE_TYPES: readonly ["pdf", "excel", "csv"];
-export declare const toFileTypeStrict: (v?: string) => "excel" | "pdf" | "csv" | undefined;
+export declare const toFileTypeStrict: (v?: string) => "pdf" | "excel" | "csv" | undefined;
 export type FileType = NonNullable<ReturnType<typeof toFileTypeStrict>>;

package/lib/commonStateTypes/fiscalYearHelpers/formatZeniDateFY.d.ts

@@ -3,6 +3,7 @@ import { Month } from '../timePeriod';
 export declare const FULL_MONTH_FULL_YEAR_FORMAT = "MMMM YYYY";
 export declare const MONTH_YEAR_FORMAT = "MMM YYYY";
 export declare const YEAR_MONTH_FORMAT = "YYYY/MM";
+export declare const DEFAULT_DATE_FORMAT = "YYYY-MM-DD";
 export declare const DAY_MONTH_YEAR_FORMAT = "DDMMYYYY";
 export declare const MONTH_FORMAT = "MMMM";
 export declare const MM_YYYY_FORMAT = "MM-YYYY";

package/lib/commonStateTypes/fiscalYearHelpers/formatZeniDateFY.js

@@ -1,12 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.SNOOZED_DISPLAY_FORMAT = exports.MM_YYYY_FORMAT = exports.MONTH_FORMAT = exports.DAY_MONTH_YEAR_FORMAT = exports.YEAR_MONTH_FORMAT = exports.MONTH_YEAR_FORMAT = exports.FULL_MONTH_FULL_YEAR_FORMAT = void 0;
+exports.SNOOZED_DISPLAY_FORMAT = exports.MM_YYYY_FORMAT = exports.MONTH_FORMAT = exports.DAY_MONTH_YEAR_FORMAT = exports.DEFAULT_DATE_FORMAT = exports.YEAR_MONTH_FORMAT = exports.MONTH_YEAR_FORMAT = exports.FULL_MONTH_FULL_YEAR_FORMAT = void 0;
 exports.formatZeniDateFY = formatZeniDateFY;
 const stringToUnion_1 = require("../stringToUnion");
 const getFYQuarterAndYear_1 = require("./getFYQuarterAndYear");
 exports.FULL_MONTH_FULL_YEAR_FORMAT = 'MMMM YYYY';
 exports.MONTH_YEAR_FORMAT = 'MMM YYYY';
 exports.YEAR_MONTH_FORMAT = 'YYYY/MM';
+exports.DEFAULT_DATE_FORMAT = 'YYYY-MM-DD';
 exports.DAY_MONTH_YEAR_FORMAT = 'DDMMYYYY';
 exports.MONTH_FORMAT = 'MMMM';
 exports.MM_YYYY_FORMAT = 'MM-YYYY';

package/lib/commonStateTypes/fiscalYearHelpers/getFYMonths.d.ts

@@ -2,8 +2,8 @@ import { Month } from '../timePeriod';
 export declare const NUM_OF_MONTHS_IN_QTR: 3;
 export declare const NUM_OF_MONTHS_IN_YEAR: 12;
 export declare function getFYMonths(firstMonthOfFY: Month): {
-    calendarYearMonths: (1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12)[];
-    fiscalYearMonths: (1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12)[];
+    calendarYearMonths: (1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11)[];
+    fiscalYearMonths: (1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11)[];
     fiscalYearMonthsYearOffset: (0 | 1)[];
     numberOfItems: 12;
 };

package/lib/commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear.d.ts

@@ -10,6 +10,6 @@ export declare function getFYQuarterAndYear(date: ZeniDate, firstMonthOfFY: Mont
     fyQuarter: Quarter;
     fyYear: number;
 };
-export declare const getLastMonthOfFYQuarter: (quarter: number, firstMonthOfFY: Month) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12;
-export declare const getLastMonthOfFYYear: (firstMonthOfFY: Month) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12;
+export declare const getLastMonthOfFYQuarter: (quarter: number, firstMonthOfFY: Month) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
+export declare const getLastMonthOfFYYear: (firstMonthOfFY: Month) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
 export declare function getFiscalQuarterStartDate(forDate: ZeniDate, fiscalYearStartMonth: Month): ZeniDate;

package/lib/commonStateTypes/recommendationBase.d.ts

@@ -1,7 +1,16 @@
 import { RecommendedVendorBasePayload } from '../commonPayloadTypes/vendorRecommendationPayload';
 import { RecommendedAccountBase, RecommendedAccountBaseWithCOT } from '../entity/account/accountState';
 import { RecommendedClassBase, RecommendedClassBaseWithCOT } from '../entity/class/classState';
+import { ID } from './common';
 import { RecommendedVendorBase, RecommendedVendorBaseWithCOT } from './vendorRecommendation';
+export interface RecommendationBase {
+    min: number;
+    reason: string;
+    max?: number;
+    recommendationHash?: ID;
+    type?: string;
+}
+export type TransactionLineRecommendationFieldTypes = 'vendor' | 'category' | 'class' | 'project';
 export interface Recommendation {
     account?: RecommendedAccountBase;
     class?: RecommendedClassBase;
@@ -17,3 +26,27 @@ export declare const getRecommendationAmountRange: (amountValue: number) => {
     max?: number;
 };
 export declare const mapRecommendedVendorPayloadToBase: (payload: RecommendedVendorBasePayload) => RecommendedVendorBase;
+/**
+ * Interface for tracking COT recommendation types viewed
+ */
+export interface COTRecommendationTracking {
+    recommendationTypesViewed: string[];
+}
+/**
+ * Interface for tracking COT line item data
+ */
+export interface COTLineItemTracking {
+    category: COTRecommendationTracking;
+    class: COTRecommendationTracking;
+    lineId: ID;
+    vendor: COTRecommendationTracking;
+    project?: COTRecommendationTracking;
+}
+/**
+ * Type for COT tracking state (array of line items)
+ */
+export type COTTransactionTracking = COTLineItemTracking[];
+/**
+ * Type for COT transaction tracking (Record of transaction ID to line items)
+ */
+export type COTTransactionTrackingByTransactionId = Record<ID, COTLineItemTracking[]>;

package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js

@@ -0,0 +1 @@
+"use strict";

package/lib/commonStateTypes/selectorTypes/selectorTypes.d.ts

@@ -1,7 +1,10 @@
 import { AccountReport } from '../../entity/account/accountSelector';
 import { AccountGroupReport } from '../../entity/accountGroup/accountGroupSelector';
 import { COABalancesSlice } from '../coaBalance/coaBalancesFilter';
-import { EntityOrder } from './entityOrder';
+export type TransactionsOrder = 'descending_amount' | 'ascending_amount' | 'descending_transaction_date' | 'ascending_transaction_date';
+type ScheduleOrder = 'descending_schedule_date' | 'ascending_schedule_date';
+export type COABalancesSliceOrder = 'last_balance_descending' | 'last_balance_ascending' | 'balances_total_descending' | 'balances_total_ascending';
+export type EntityOrder = ScheduleOrder | TransactionsOrder | COABalancesSliceOrder | 'default';
 export interface Section extends COABalancesSlice {
     accountGroupsOrdered: AccountGroupReport[];
     accountsOrdered: AccountReport[];
@@ -12,3 +15,4 @@ export interface SectionWithAccountOnly extends COABalancesSlice {
     itemOrder: EntityOrder;
 }
 export type CalculatedSection = COABalancesSlice;
+export {};

package/lib/commonStateTypes/timePeriod.d.ts

@@ -1,18 +1,17 @@
-export declare const DEFAULT_DATE_FORMAT = "YYYY-MM-DD";
 export declare const SCHEDULE_DAYS_OF_MONTH: readonly [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28];
-export declare const toScheduleDaysOfMonth: (n: number) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28;
+export declare const toScheduleDaysOfMonth: (n: number) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28;
 export type ScheduleDaysOfMonth = ReturnType<typeof toScheduleDaysOfMonth>;
 export declare const MIN_SCHEDULE_DAY_OF_MONTH = 1;
 export declare const MAX_SCHEDULE_DAY_OF_MONTH = 28;
 export declare const LAST_SCHEDULE_DAY_OF_MONTH = 31;
-declare const toDay: (n: number) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 31 | 29 | 30;
+declare const toDay: (n: number) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 31 | 29 | 30;
 export type Day = ReturnType<typeof toDay>;
-export declare const toMonth: (n: number) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12;
-export declare const toMonthStrict: (n: number) => 1 | 2 | 3 | 4 | 5 | 11 | 6 | 7 | 8 | 9 | 10 | 12 | undefined;
+export declare const toMonth: (n: number) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
+export declare const toMonthStrict: (n: number) => 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | undefined;
 export type Month = ReturnType<typeof toMonth>;
 export declare const getMonthFromMonthName: (month: string | undefined, localeID?: string) => Month | undefined;
-export declare const toQuarter: (n: number) => 1 | 2 | 3 | 4;
-export declare const toQuarterStrict: (n: number) => 1 | 2 | 3 | 4 | undefined;
+export declare const toQuarter: (n: number) => 1 | 3 | 2 | 4;
+export declare const toQuarterStrict: (n: number) => 1 | 3 | 2 | 4 | undefined;
 export type Quarter = ReturnType<typeof toQuarter>;
 /**
  * Day identified by day-month-year, but without any time zone!
@@ -27,7 +26,9 @@ export interface MonthYearPeriod {
     year: number;
 }
 export type MonthYearPeriodId = `${Month}_${number}`;
+export type MonthYearPeriodQuery = `${Month}-${number}`;
 export declare const toMonthYearPeriod: (periodPayload: string) => MonthYearPeriod;
+export declare const toMonthYearPeriodQuery: (selectedPeriod: MonthYearPeriod) => MonthYearPeriodQuery;
 export declare const toMonthYearPeriodId: (selectedPeriod: MonthYearPeriod) => MonthYearPeriodId;
 /**
  * Convert to start: string; end: string in the format yyyy-mm-dd