@zeniai/client-epic-state 5.2.87 → 5.2.89

package/lib/entity/invoicing/invoicingCommonPayload.d.ts

@@ -120,6 +120,12 @@ export declare const firstSelectableInvoicingId: (candidates: readonly (string |
 export declare const toInvoicingQboAccountMappingSlot: (code: string) => string;
 /** Read one account-mapping dropdown value by its config `code`. */
 export declare function getInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string): string | undefined;
+/**
+ * The Zeni-owned account the service posts sales tax to. It arrives with the
+ * settings for display only: it is not a mapping the user picks, and the
+ * service ignores it on save.
+ */
+export declare const INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = "sales_tax_posting_account";
 /**
  * Build the `account_mappings` request body from the ids the pickers submitted.
  * Each kind is sent as the whole account, which is what the service stores; an
@@ -140,11 +146,14 @@ export interface InvoicingQboAccountMappingKindOptionWire {
     account_types: string;
     code: string;
     name: string;
+    /** Comma-separated QuickBooks account sub types this kind must not offer. */
+    excluded_account_sub_types?: string | null;
 }
 export interface InvoicingQboAccountMappingKindOption {
     accountTypes: string;
     code: string;
     name: string;
+    excludedAccountSubTypes?: string;
 }
 export declare function toInvoicingQboAccountMappingKindOption(option: InvoicingQboAccountMappingKindOptionWire): InvoicingQboAccountMappingKindOption;
 export interface InvoicingSettingsPayload {

package/lib/entity/invoicing/invoicingCommonPayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.toInvoicingQboAccountMappingsPayload = exports.toInvoicingQboAccountMappingSlot = exports.firstSelectableInvoicingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
+exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.toInvoicingQboAccountMappingsPayload = exports.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = exports.toInvoicingQboAccountMappingSlot = exports.firstSelectableInvoicingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
 exports.toInvoicingDunningAction = toInvoicingDunningAction;
 exports.toInvoicingSubscriptionLifecycleAction = toInvoicingSubscriptionLifecycleAction;
 exports.toInvoicingSubscriptionLifecycleActionOption = toInvoicingSubscriptionLifecycleActionOption;
@@ -178,6 +178,12 @@ function getInvoicingQboAccountMappingId(accountMappings, code) {
     }
     return (0, exports.firstSelectableInvoicingId)([slot?.qbo_id, slot?.account_id]);
 }
+/**
+ * The Zeni-owned account the service posts sales tax to. It arrives with the
+ * settings for display only: it is not a mapping the user picks, and the
+ * service ignores it on save.
+ */
+exports.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = 'sales_tax_posting_account';
 /**
  * Build the `account_mappings` request body from the ids the pickers submitted.
  * Each kind is sent as the whole account, which is what the service stores; an
@@ -201,6 +207,7 @@ function toInvoicingQboAccountMappingKindOption(option) {
     return {
         accountTypes: option.account_types,
         code: option.code,
+        excludedAccountSubTypes: option.excluded_account_sub_types ?? undefined,
         name: option.name,
     };
 }

package/lib/entity/tenant/tenantPayload.d.ts

@@ -98,6 +98,7 @@ interface TenantPayload {
     master_tos_info?: MasterTOSInfoPayload;
     receipts_email?: string | null;
     reimbursement_info?: UserReimbursementInfoDataPayload;
+    unit_connected_account_application_id?: ID | null;
     zeni_book_close_date?: string;
     zeni_book_close_month_and_year?: string;
 }

package/lib/entity/tenant/tenantReducer.js

@@ -1025,6 +1025,7 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         hubSpotId: payload.hubspot_id ?? undefined,
         isOnboardingCompleted: true,
         qboRealmId: payload.qbo_realm_id,
+        unitConnectedAccountApplicationId: payload.unit_connected_account_application_id ?? undefined,
         isCustomerCreated: payload.is_customer_created,
         isEmailGroupCreated: payload.is_email_group_created,
         userReimbursementInfo: payload.reimbursement_info != null

package/lib/entity/tenant/tenantState.d.ts

@@ -113,6 +113,7 @@ export interface Tenant {
     masterTOSInfo?: MasterTOSInfo;
     receiptsEmail?: string;
     rewardsLastViewedTime?: ZeniDate;
+    unitConnectedAccountApplicationId?: ID;
     userReimbursementInfo?: UserReimbursementInfo;
     zeniBookCloseDate?: ZeniDate;
     zeniBookCloseMonthAndYear?: MonthYearPeriod;

package/lib/esm/entity/invoicing/invoicingCommonPayload.js

@@ -152,6 +152,12 @@ export function getInvoicingQboAccountMappingId(accountMappings, code) {
     }
     return firstSelectableInvoicingId([slot?.qbo_id, slot?.account_id]);
 }
+/**
+ * The Zeni-owned account the service posts sales tax to. It arrives with the
+ * settings for display only: it is not a mapping the user picks, and the
+ * service ignores it on save.
+ */
+export const INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = 'sales_tax_posting_account';
 /**
  * Build the `account_mappings` request body from the ids the pickers submitted.
  * Each kind is sent as the whole account, which is what the service stores; an
@@ -174,6 +180,7 @@ export function toInvoicingQboAccountMappingKindOption(option) {
     return {
         accountTypes: option.account_types,
         code: option.code,
+        excludedAccountSubTypes: option.excluded_account_sub_types ?? undefined,
         name: option.name,
     };
 }

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

@@ -1014,6 +1014,7 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         hubSpotId: payload.hubspot_id ?? undefined,
         isOnboardingCompleted: true,
         qboRealmId: payload.qbo_realm_id,
+        unitConnectedAccountApplicationId: payload.unit_connected_account_application_id ?? undefined,
         isCustomerCreated: payload.is_customer_created,
         isEmailGroupCreated: payload.is_email_group_created,
         userReimbursementInfo: payload.reimbursement_info != null

package/lib/esm/view/invoicing/invoicingQboView/invoicingQboViewSelector.js

@@ -106,6 +106,7 @@ export const getInvoicingQboAccountOptions = createSelector([
             {
                 id: String(account.qboId),
                 name: account.accountName,
+                accountSubType: account.accountSubType,
                 accountType: account.accountType,
             },
         ];
@@ -129,22 +130,29 @@ const normalizeAccountTypeName = (value) => {
     // trailing "s" alone would leave "liabilitie", matching nothing.
     return normalized.replace(/ies$/, 'y').replace(/([^s])s$/, '$1');
 };
+const toAccountTypeNameSet = (names) => new Set((names ?? '')
+    .split(',')
+    .map(normalizeAccountTypeName)
+    .filter((name) => name !== ''));
 /**
  * The accounts valid for one QBO mapping kind, whose `accountTypes` is a
  * comma-separated list of QuickBooks type names. An unrecognised list yields no
  * accounts rather than every account: offering a bank account where income is
  * required would post a mapping QuickBooks rejects.
+ *
+ * `excludedAccountSubTypes` drops accounts QuickBooks will not post to for that
+ * kind even though their type matches, e.g. a tax agency's system payable for
+ * the sales tax liability.
  */
-export const invoicingAccountsForQboAccountTypes = (accounts, accountTypes) => {
-    const wanted = new Set(accountTypes
-        .split(',')
-        .map(normalizeAccountTypeName)
-        .filter((accountType) => accountType !== ''));
-    if (wanted.size === 0) {
-        return accounts;
-    }
-    return accounts.filter((account) => account.accountType != null &&
-        wanted.has(normalizeAccountTypeName(account.accountType)));
+export const invoicingAccountsForQboAccountTypes = (accounts, accountTypes, excludedAccountSubTypes) => {
+    const wanted = toAccountTypeNameSet(accountTypes);
+    const excluded = toAccountTypeNameSet(excludedAccountSubTypes);
+    return accounts.filter((account) => (wanted.size === 0 ||
+        (account.accountType != null &&
+            wanted.has(normalizeAccountTypeName(account.accountType)))) &&
+        (excluded.size === 0 ||
+            account.accountSubType == null ||
+            !excluded.has(normalizeAccountTypeName(account.accountSubType))));
 };
 /**
  * The account-mapping slot a catalog price point's income account shares with
@@ -172,8 +180,8 @@ export const INVOICING_DEFAULT_INCOME_ACCOUNT_TYPES = 'Income';
  * not carry falls back to `defaultAccountTypes` rather than to every account.
  */
 export const invoicingQboAccountIdsForMappingSlot = (accounts, accountMappingKindOptions, mappingSlot, defaultAccountTypes) => {
-    const accountTypes = accountMappingKindOptions.find((kindOption) => toInvoicingQboAccountMappingSlot(kindOption.code) === mappingSlot)?.accountTypes ?? defaultAccountTypes;
-    return invoicingAccountsForQboAccountTypes(accounts, accountTypes).map((account) => account.id);
+    const kindOption = accountMappingKindOptions.find((option) => toInvoicingQboAccountMappingSlot(option.code) === mappingSlot);
+    return invoicingAccountsForQboAccountTypes(accounts, kindOption?.accountTypes ?? defaultAccountTypes, kindOption?.excludedAccountSubTypes).map((account) => account.id);
 };
 /**
  * Stable empties for a tenant with no QBO connection.

package/lib/esm/view/invoicing/settingsView/invoicingQboSettingsFormConfig.js

@@ -1,4 +1,4 @@
-import { getInvoicingQboAccountMappingId, toInvoicingQboAccountMappingSlot, toInvoicingQboAccountMappingsPayload, } from '../../../entity/invoicing/invoicingCommonPayload';
+import { INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT, getInvoicingQboAccountMappingId, toInvoicingQboAccountMappingSlot, toInvoicingQboAccountMappingsPayload, } from '../../../entity/invoicing/invoicingCommonPayload';
 export const initialInvoicingQboSettingsLocalData = {
     accountIdByMappingCode: {},
     autoCreateItems: false,
@@ -15,6 +15,11 @@ export const entityToInvoicingQboSettingsLocalData = (qbo) => {
     // Keyed by the slot the payload used, which is the config code the page will
     // ask for — the reader tolerates the older `_id` form on the way in.
     Object.keys(accountMappings).forEach((key) => {
+        // Display-only, so it is never edited or written back on save.
+        if (toInvoicingQboAccountMappingSlot(key) ===
+            INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT) {
+            return;
+        }
         const accountId = getInvoicingQboAccountMappingId(accountMappings, key);
         if (accountId != null) {
             accountIdByMappingCode[toInvoicingQboAccountMappingSlot(key)] = accountId;

package/lib/esm/view/invoicing/settingsView/settingsViewReducer.js

@@ -1,4 +1,5 @@
 import { createSlice } from '@reduxjs/toolkit';
+import { INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { clearAll } from '../../../rootActions';
 import { entityToInvoicingQboSettingsLocalData, } from './invoicingQboSettingsFormConfig';
 export const initialState = {
@@ -40,7 +41,24 @@ const settingsView = createSlice({
         saveInvoicingSettings(draft, action) {
             draft.saveFetchState = { fetchState: 'In-Progress', error: undefined };
             if (draft.settings != null) {
-                draft.settings = { ...draft.settings, ...action.payload.settings };
+                // The display-only sales tax posting account is never in a save body,
+                // so carry it over rather than blank it until the response lands.
+                const postingAccount = draft.settings.qbo?.account_mappings?.[INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT];
+                const settings = { ...draft.settings, ...action.payload.settings };
+                const accountMappings = settings.qbo?.account_mappings;
+                draft.settings =
+                    postingAccount != null && accountMappings != null
+                        ? {
+                            ...settings,
+                            qbo: {
+                                ...settings.qbo,
+                                account_mappings: {
+                                    ...accountMappings,
+                                    [INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT]: postingAccount,
+                                },
+                            },
+                        }
+                        : settings;
             }
         },
         saveInvoicingSettingsSuccess(draft, action) {

package/lib/esm/view/invoicing/settingsView/settingsViewSelector.js

@@ -1,6 +1,6 @@
-import { getInvoicingQboAccountMappingId, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getFileByFileId } from '../../../entity/file/fileSelector';
+import { INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT, getInvoicingQboAccountMappingId, } from '../../../entity/invoicing/invoicingCommonPayload';
 import { getFormattedAddress } from '../../addressView/addressViewSelector';
 import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingQboView, isInvoicingAccountingPickerDataLoading, } from '../invoicingQboView/invoicingQboViewSelector';
@@ -102,6 +102,19 @@ export const getInvoicingSettingsHubView = (state) => {
         status,
     };
 };
+/**
+ * The name of the account the service posts sales tax to. Read from the whole
+ * account the settings carry, or looked up by id in the account list for a
+ * payload that sends only the id.
+ */
+const invoicingSalesTaxPostingAccountName = (accountMappings, accounts) => {
+    const slot = accountMappings?.[INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT];
+    const name = typeof slot === 'string'
+        ? accounts.find((account) => account.id === slot)?.name
+        : slot?.account_name;
+    const trimmed = name?.trim() ?? '';
+    return trimmed !== '' ? trimmed : undefined;
+};
 /**
  * Bundled view for the QBO configuration page: the draft it edits, the accounts
  * and option lists its dropdowns render, the connection and sync health it
@@ -135,6 +148,7 @@ export const getInvoicingQboSettingsFormView = (state) => {
         localData: qboDraft ?? initialInvoicingQboSettingsLocalData,
         nestedAccountHierarchy: qboView.nestedAccountHierarchy,
         retryFetchStateByTaskId: qboView.retryFetchStateByTaskId,
+        salesTaxPostingAccountName: invoicingSalesTaxPostingAccountName(settings?.qbo?.account_mappings, qboView.accounts),
         saveState: saveFetchState.fetchState === 'Not-Started' && error != null
             ? { fetchState, error }
             : saveFetchState,

package/lib/esm/view/settingsView/epic/saveNotificationSettingsEpic.js

@@ -50,6 +50,8 @@ function toSaveNotificationSettingsPayload(localData, notificationSettingsData)
         pending_bill_approval_notification: null,
         pending_reimbursement_approval_notification: null,
         is_pending_reimbursement_approval_notification_active: null,
+        is_pending_task_notification_active: null,
+        pending_task_notification: null,
         is_month_end_insights_active: monthEndInsightsNotificationSettings.enabled != null
             ? monthEndInsights.notify
             : null,
@@ -77,5 +79,10 @@ function toSaveNotificationSettingsPayload(localData, notificationSettingsData)
                 0;
         payload.pending_reimbursement_approval_notification = toRemindersPayload(reminders.pendingReimbursementApprovalNotification);
     }
+    if (reminderNotificationSettings.pendingTaskNotification != null) {
+        payload.is_pending_task_notification_active =
+            reminders.pendingTaskNotification.preferredMode.length > 0;
+        payload.pending_task_notification = toRemindersPayload(reminders.pendingTaskNotification);
+    }
     return payload;
 }

package/lib/esm/view/settingsView/settingsViewHelpers.js

@@ -140,6 +140,7 @@ export const isRemindersSectionVisibleOnSettingsPage = (reminderNotificationSett
         reminderNotificationSettings.pendingBillApprovalNotification != null ||
         reminderNotificationSettings.pendingReimbursementApprovalNotification !=
             null ||
+        reminderNotificationSettings.pendingTaskNotification != null ||
         reminderNotificationSettings.uncategorizedTransactionNotification != null);
 };
 export const isMonthEndNotificationsSectionVisibleOnSettingsPage = (monthEndInsightsNotificationSettings, signedInUseEmail) => {

package/lib/esm/view/settingsView/settingsViewReducer.js

@@ -4,6 +4,7 @@ import { toNotificationMode, toRemindersFrequencyType, } from './settingsViewSta
 const initialNotificationSettingsData = {
     reminderNotificationSettings: {
         missingReceiptNotification: null,
+        pendingTaskNotification: null,
         uncategorizedTransactionNotification: null,
         pendingBillApprovalNotification: null,
         pendingReimbursementApprovalNotification: null,
@@ -44,6 +45,7 @@ const initialNotificationSettingsLocalData = {
         missingReceiptNotification: initialRemindersLocalData,
         pendingBillApprovalNotification: initialRemindersLocalData,
         pendingReimbursementApprovalNotification: initialRemindersLocalData,
+        pendingTaskNotification: initialRemindersLocalData,
         uncategorizedTransactionNotification: initialRemindersLocalData,
     },
 };
@@ -373,7 +375,7 @@ function toRemindersLocalData(reminderNotificationSettingDetails) {
 }
 const toNotificationSettingsLocalData = (data, loggedInUserEmail) => {
     const { monthEndInsightsNotificationSettings, reminderNotificationSettings } = data;
-    const { missingReceiptNotification, pendingBillApprovalNotification, pendingReimbursementApprovalNotification, uncategorizedTransactionNotification, } = reminderNotificationSettings;
+    const { missingReceiptNotification, pendingBillApprovalNotification, pendingReimbursementApprovalNotification, pendingTaskNotification, uncategorizedTransactionNotification, } = reminderNotificationSettings;
     return {
         monthEndInsights: {
             notify: monthEndInsightsNotificationSettings.enabled ??
@@ -384,10 +386,22 @@ const toNotificationSettingsLocalData = (data, loggedInUserEmail) => {
             missingReceiptNotification: toRemindersLocalData(missingReceiptNotification),
             pendingBillApprovalNotification: toRemindersLocalData(pendingBillApprovalNotification),
             pendingReimbursementApprovalNotification: toRemindersLocalData(pendingReimbursementApprovalNotification),
+            pendingTaskNotification: toRemindersLocalData(pendingTaskNotification),
             uncategorizedTransactionNotification: toRemindersLocalData(uncategorizedTransactionNotification),
         },
     };
 };
+function toPendingTaskNotificationActive(data) {
+    if (data.is_pending_task_notification_active != null) {
+        return data.is_pending_task_notification_active;
+    }
+    // Rows saved before this flag existed store null. It shares the
+    // transactions-reminder scope with missing receipts and uncategorized
+    // transactions, so a set sibling means the user has access.
+    const hasTransactionReminderAccess = data.is_missing_receipt_notification_active != null ||
+        data.is_uncategorized_transaction_notification_active != null;
+    return hasTransactionReminderAccess ? false : null;
+}
 function toReminderNotificationSettingsDetails(isNotificationActive, remindersPayload) {
     if (isNotificationActive != null) {
         return {
@@ -408,6 +422,7 @@ const toNotificationSettings = (data) => {
             missingReceiptNotification: toReminderNotificationSettingsDetails(data.is_missing_receipt_notification_active, data.missing_receipt_notification),
             pendingBillApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_bill_approval_notification_active, data.pending_bill_approval_notification),
             pendingReimbursementApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_reimbursement_approval_notification_active, data.pending_reimbursement_approval_notification),
+            pendingTaskNotification: toReminderNotificationSettingsDetails(toPendingTaskNotificationActive(data), data.pending_task_notification),
             uncategorizedTransactionNotification: toReminderNotificationSettingsDetails(data.is_uncategorized_transaction_notification_active, data.uncategorized_transaction_notification),
         },
         monthEndInsightsNotificationSettings: {

package/lib/esm/view/settingsView/settingsViewState.js

@@ -1,6 +1,7 @@
 import { stringToUnion } from '../../commonStateTypes/stringToUnion';
 export const REMINDER_NOTIFICATION_TYPES = [
     'missingReceiptNotification',
+    'pendingTaskNotification',
     'uncategorizedTransactionNotification',
     'pendingBillApprovalNotification',
     'pendingReimbursementApprovalNotification',

package/lib/view/invoicing/invoicingQboView/invoicingQboViewSelector.d.ts

@@ -41,6 +41,7 @@ export declare const getInvoicingCatalogAccountingLookup: (state: RootState) =>
 export interface InvoicingAccountingOption {
     id: string;
     name: string;
+    accountSubType?: string;
     accountType?: string;
 }
 export interface InvoicingQboView {
@@ -77,8 +78,12 @@ export declare const getInvoicingQboAccountOptions: (state: RootState) => Invoic
  * comma-separated list of QuickBooks type names. An unrecognised list yields no
  * accounts rather than every account: offering a bank account where income is
  * required would post a mapping QuickBooks rejects.
+ *
+ * `excludedAccountSubTypes` drops accounts QuickBooks will not post to for that
+ * kind even though their type matches, e.g. a tax agency's system payable for
+ * the sales tax liability.
  */
-export declare const invoicingAccountsForQboAccountTypes: (accounts: InvoicingAccountingOption[], accountTypes: string) => InvoicingAccountingOption[];
+export declare const invoicingAccountsForQboAccountTypes: (accounts: InvoicingAccountingOption[], accountTypes: string, excludedAccountSubTypes?: string) => InvoicingAccountingOption[];
 /**
  * The account-mapping slot a catalog price point's income account shares with
  * the settings page, and the one a discount's account shares with it.

package/lib/view/invoicing/invoicingQboView/invoicingQboViewSelector.js

@@ -115,6 +115,7 @@ exports.getInvoicingQboAccountOptions = (0, toolkit_1.createSelector)([
             {
                 id: String(account.qboId),
                 name: account.accountName,
+                accountSubType: account.accountSubType,
                 accountType: account.accountType,
             },
         ];
@@ -138,22 +139,29 @@ const normalizeAccountTypeName = (value) => {
     // trailing "s" alone would leave "liabilitie", matching nothing.
     return normalized.replace(/ies$/, 'y').replace(/([^s])s$/, '$1');
 };
+const toAccountTypeNameSet = (names) => new Set((names ?? '')
+    .split(',')
+    .map(normalizeAccountTypeName)
+    .filter((name) => name !== ''));
 /**
  * The accounts valid for one QBO mapping kind, whose `accountTypes` is a
  * comma-separated list of QuickBooks type names. An unrecognised list yields no
  * accounts rather than every account: offering a bank account where income is
  * required would post a mapping QuickBooks rejects.
+ *
+ * `excludedAccountSubTypes` drops accounts QuickBooks will not post to for that
+ * kind even though their type matches, e.g. a tax agency's system payable for
+ * the sales tax liability.
  */
-const invoicingAccountsForQboAccountTypes = (accounts, accountTypes) => {
-    const wanted = new Set(accountTypes
-        .split(',')
-        .map(normalizeAccountTypeName)
-        .filter((accountType) => accountType !== ''));
-    if (wanted.size === 0) {
-        return accounts;
-    }
-    return accounts.filter((account) => account.accountType != null &&
-        wanted.has(normalizeAccountTypeName(account.accountType)));
+const invoicingAccountsForQboAccountTypes = (accounts, accountTypes, excludedAccountSubTypes) => {
+    const wanted = toAccountTypeNameSet(accountTypes);
+    const excluded = toAccountTypeNameSet(excludedAccountSubTypes);
+    return accounts.filter((account) => (wanted.size === 0 ||
+        (account.accountType != null &&
+            wanted.has(normalizeAccountTypeName(account.accountType)))) &&
+        (excluded.size === 0 ||
+            account.accountSubType == null ||
+            !excluded.has(normalizeAccountTypeName(account.accountSubType))));
 };
 exports.invoicingAccountsForQboAccountTypes = invoicingAccountsForQboAccountTypes;
 /**
@@ -182,8 +190,8 @@ exports.INVOICING_DEFAULT_INCOME_ACCOUNT_TYPES = 'Income';
  * not carry falls back to `defaultAccountTypes` rather than to every account.
  */
 const invoicingQboAccountIdsForMappingSlot = (accounts, accountMappingKindOptions, mappingSlot, defaultAccountTypes) => {
-    const accountTypes = accountMappingKindOptions.find((kindOption) => (0, invoicingCommonPayload_1.toInvoicingQboAccountMappingSlot)(kindOption.code) === mappingSlot)?.accountTypes ?? defaultAccountTypes;
-    return (0, exports.invoicingAccountsForQboAccountTypes)(accounts, accountTypes).map((account) => account.id);
+    const kindOption = accountMappingKindOptions.find((option) => (0, invoicingCommonPayload_1.toInvoicingQboAccountMappingSlot)(option.code) === mappingSlot);
+    return (0, exports.invoicingAccountsForQboAccountTypes)(accounts, kindOption?.accountTypes ?? defaultAccountTypes, kindOption?.excludedAccountSubTypes).map((account) => account.id);
 };
 exports.invoicingQboAccountIdsForMappingSlot = invoicingQboAccountIdsForMappingSlot;
 /**

package/lib/view/invoicing/settingsView/invoicingQboSettingsFormConfig.js

@@ -18,6 +18,11 @@ const entityToInvoicingQboSettingsLocalData = (qbo) => {
     // Keyed by the slot the payload used, which is the config code the page will
     // ask for — the reader tolerates the older `_id` form on the way in.
     Object.keys(accountMappings).forEach((key) => {
+        // Display-only, so it is never edited or written back on save.
+        if ((0, invoicingCommonPayload_1.toInvoicingQboAccountMappingSlot)(key) ===
+            invoicingCommonPayload_1.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT) {
+            return;
+        }
         const accountId = (0, invoicingCommonPayload_1.getInvoicingQboAccountMappingId)(accountMappings, key);
         if (accountId != null) {
             accountIdByMappingCode[(0, invoicingCommonPayload_1.toInvoicingQboAccountMappingSlot)(key)] = accountId;

package/lib/view/invoicing/settingsView/settingsViewReducer.js

@@ -3,6 +3,7 @@ var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.invoicingStripeConnectionFailure = exports.updateInvoicingStripeConnection = exports.disconnectInvoicingStripe = exports.connectInvoicingStripe = exports.resetInvoicingQboSettingsDraft = exports.submitInvoicingQboSettings = exports.updateInvoicingQboSettingsDraft = exports.resetInvoicingBrandingFormDraft = exports.submitInvoicingBrandingForm = exports.updateInvoicingBrandingFormDraft = exports.resetSaveInvoicingSettings = exports.saveInvoicingSettingsFailure = exports.saveInvoicingSettingsSuccess = exports.saveInvoicingSettings = exports.updateInvoicingSettingsFailure = exports.updateInvoicingSettings = exports.fetchInvoicingSettings = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const invoicingCommonPayload_1 = require("../../../entity/invoicing/invoicingCommonPayload");
 const rootActions_1 = require("../../../rootActions");
 const invoicingQboSettingsFormConfig_1 = require("./invoicingQboSettingsFormConfig");
 exports.initialState = {
@@ -44,7 +45,24 @@ const settingsView = (0, toolkit_1.createSlice)({
         saveInvoicingSettings(draft, action) {
             draft.saveFetchState = { fetchState: 'In-Progress', error: undefined };
             if (draft.settings != null) {
-                draft.settings = { ...draft.settings, ...action.payload.settings };
+                // The display-only sales tax posting account is never in a save body,
+                // so carry it over rather than blank it until the response lands.
+                const postingAccount = draft.settings.qbo?.account_mappings?.[invoicingCommonPayload_1.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT];
+                const settings = { ...draft.settings, ...action.payload.settings };
+                const accountMappings = settings.qbo?.account_mappings;
+                draft.settings =
+                    postingAccount != null && accountMappings != null
+                        ? {
+                            ...settings,
+                            qbo: {
+                                ...settings.qbo,
+                                account_mappings: {
+                                    ...accountMappings,
+                                    [invoicingCommonPayload_1.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT]: postingAccount,
+                                },
+                            },
+                        }
+                        : settings;
             }
         },
         saveInvoicingSettingsSuccess(draft, action) {

package/lib/view/invoicing/settingsView/settingsViewSelector.d.ts

@@ -1,7 +1,7 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { FetchState, FetchStateAndError } from '../../../commonStateTypes/common';
-import { InvoicingDunningActionOption, InvoicingFieldHelpByCode, InvoicingNamedOption, InvoicingQboAccountMappingKindOption, InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
 import { File } from '../../../entity/file/fileState';
+import { InvoicingDunningActionOption, InvoicingFieldHelpByCode, InvoicingNamedOption, InvoicingQboAccountMappingKindOption, InvoicingSettingsPayload } from '../../../entity/invoicing/invoicingCommonPayload';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { RootState } from '../../../rootStateTypes';
 import { AddressUpdatableInfo } from '../../addressView/addressViewState';
@@ -120,6 +120,8 @@ export interface InvoicingQboSettingsFormView {
     settingsFetchState: FetchState;
     syncStatusOptions: InvoicingNamedOption[];
     connection?: InvoicingQboConnection;
+    /** The Zeni-owned account sales tax posts to, shown read-only when present. */
+    salesTaxPostingAccountName?: string;
     syncHealth?: InvoicingQboSyncHealth;
 }
 /**

package/lib/view/invoicing/settingsView/settingsViewSelector.js

@@ -2,9 +2,9 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getInvoicingBrandingFormView = exports.getInvoicingQboSettingsFormView = exports.getInvoicingSettingsHubView = exports.getInvoicingSettingsView = exports.getInvoicingSettingsFetchState = exports.getInvoicingSettings = void 0;
 exports.deriveInvoicingEnablePrerequisites = deriveInvoicingEnablePrerequisites;
-const invoicingCommonPayload_1 = require("../../../entity/invoicing/invoicingCommonPayload");
 const addressSelector_1 = require("../../../entity/address/addressSelector");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
+const invoicingCommonPayload_1 = require("../../../entity/invoicing/invoicingCommonPayload");
 const addressViewSelector_1 = require("../../addressView/addressViewSelector");
 const invoicingConfigViewSelector_1 = require("../invoicingConfigView/invoicingConfigViewSelector");
 const invoicingQboViewSelector_1 = require("../invoicingQboView/invoicingQboViewSelector");
@@ -110,6 +110,19 @@ const getInvoicingSettingsHubView = (state) => {
     };
 };
 exports.getInvoicingSettingsHubView = getInvoicingSettingsHubView;
+/**
+ * The name of the account the service posts sales tax to. Read from the whole
+ * account the settings carry, or looked up by id in the account list for a
+ * payload that sends only the id.
+ */
+const invoicingSalesTaxPostingAccountName = (accountMappings, accounts) => {
+    const slot = accountMappings?.[invoicingCommonPayload_1.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT];
+    const name = typeof slot === 'string'
+        ? accounts.find((account) => account.id === slot)?.name
+        : slot?.account_name;
+    const trimmed = name?.trim() ?? '';
+    return trimmed !== '' ? trimmed : undefined;
+};
 /**
  * Bundled view for the QBO configuration page: the draft it edits, the accounts
  * and option lists its dropdowns render, the connection and sync health it
@@ -143,6 +156,7 @@ const getInvoicingQboSettingsFormView = (state) => {
         localData: qboDraft ?? invoicingQboSettingsFormConfig_1.initialInvoicingQboSettingsLocalData,
         nestedAccountHierarchy: qboView.nestedAccountHierarchy,
         retryFetchStateByTaskId: qboView.retryFetchStateByTaskId,
+        salesTaxPostingAccountName: invoicingSalesTaxPostingAccountName(settings?.qbo?.account_mappings, qboView.accounts),
         saveState: saveFetchState.fetchState === 'Not-Started' && error != null
             ? { fetchState, error }
             : saveFetchState,

package/lib/view/settingsView/epic/saveNotificationSettingsEpic.js

@@ -54,6 +54,8 @@ function toSaveNotificationSettingsPayload(localData, notificationSettingsData)
         pending_bill_approval_notification: null,
         pending_reimbursement_approval_notification: null,
         is_pending_reimbursement_approval_notification_active: null,
+        is_pending_task_notification_active: null,
+        pending_task_notification: null,
         is_month_end_insights_active: monthEndInsightsNotificationSettings.enabled != null
             ? monthEndInsights.notify
             : null,
@@ -81,5 +83,10 @@ function toSaveNotificationSettingsPayload(localData, notificationSettingsData)
                 0;
         payload.pending_reimbursement_approval_notification = toRemindersPayload(reminders.pendingReimbursementApprovalNotification);
     }
+    if (reminderNotificationSettings.pendingTaskNotification != null) {
+        payload.is_pending_task_notification_active =
+            reminders.pendingTaskNotification.preferredMode.length > 0;
+        payload.pending_task_notification = toRemindersPayload(reminders.pendingTaskNotification);
+    }
     return payload;
 }

package/lib/view/settingsView/settingsViewHelpers.js

@@ -153,6 +153,7 @@ const isRemindersSectionVisibleOnSettingsPage = (reminderNotificationSettings) =
         reminderNotificationSettings.pendingBillApprovalNotification != null ||
         reminderNotificationSettings.pendingReimbursementApprovalNotification !=
             null ||
+        reminderNotificationSettings.pendingTaskNotification != null ||
         reminderNotificationSettings.uncategorizedTransactionNotification != null);
 };
 exports.isRemindersSectionVisibleOnSettingsPage = isRemindersSectionVisibleOnSettingsPage;

package/lib/view/settingsView/settingsViewPayload.d.ts

@@ -32,10 +32,12 @@ export interface NotificationSettingsPayload {
     is_month_end_insights_active: boolean | null;
     is_pending_bill_approval_notification_active: boolean | null;
     is_pending_reimbursement_approval_notification_active: boolean | null;
+    is_pending_task_notification_active: boolean | null;
     is_uncategorized_transaction_notification_active: boolean | null;
     missing_receipt_notification: RemindersPayload | null;
     pending_bill_approval_notification: RemindersPayload | null;
     pending_reimbursement_approval_notification: RemindersPayload | null;
+    pending_task_notification: RemindersPayload | null;
     uncategorized_transaction_notification: RemindersPayload | null;
     month_end_email_recipient_email_ids?: string[];
     task_checklist_preferences?: NotificationPreferencesPayload;

package/lib/view/settingsView/settingsViewReducer.js

@@ -8,6 +8,7 @@ const settingsViewState_1 = require("./settingsViewState");
 const initialNotificationSettingsData = {
     reminderNotificationSettings: {
         missingReceiptNotification: null,
+        pendingTaskNotification: null,
         uncategorizedTransactionNotification: null,
         pendingBillApprovalNotification: null,
         pendingReimbursementApprovalNotification: null,
@@ -48,6 +49,7 @@ const initialNotificationSettingsLocalData = {
         missingReceiptNotification: initialRemindersLocalData,
         pendingBillApprovalNotification: initialRemindersLocalData,
         pendingReimbursementApprovalNotification: initialRemindersLocalData,
+        pendingTaskNotification: initialRemindersLocalData,
         uncategorizedTransactionNotification: initialRemindersLocalData,
     },
 };
@@ -377,7 +379,7 @@ function toRemindersLocalData(reminderNotificationSettingDetails) {
 }
 const toNotificationSettingsLocalData = (data, loggedInUserEmail) => {
     const { monthEndInsightsNotificationSettings, reminderNotificationSettings } = data;
-    const { missingReceiptNotification, pendingBillApprovalNotification, pendingReimbursementApprovalNotification, uncategorizedTransactionNotification, } = reminderNotificationSettings;
+    const { missingReceiptNotification, pendingBillApprovalNotification, pendingReimbursementApprovalNotification, pendingTaskNotification, uncategorizedTransactionNotification, } = reminderNotificationSettings;
     return {
         monthEndInsights: {
             notify: monthEndInsightsNotificationSettings.enabled ??
@@ -388,10 +390,22 @@ const toNotificationSettingsLocalData = (data, loggedInUserEmail) => {
             missingReceiptNotification: toRemindersLocalData(missingReceiptNotification),
             pendingBillApprovalNotification: toRemindersLocalData(pendingBillApprovalNotification),
             pendingReimbursementApprovalNotification: toRemindersLocalData(pendingReimbursementApprovalNotification),
+            pendingTaskNotification: toRemindersLocalData(pendingTaskNotification),
             uncategorizedTransactionNotification: toRemindersLocalData(uncategorizedTransactionNotification),
         },
     };
 };
+function toPendingTaskNotificationActive(data) {
+    if (data.is_pending_task_notification_active != null) {
+        return data.is_pending_task_notification_active;
+    }
+    // Rows saved before this flag existed store null. It shares the
+    // transactions-reminder scope with missing receipts and uncategorized
+    // transactions, so a set sibling means the user has access.
+    const hasTransactionReminderAccess = data.is_missing_receipt_notification_active != null ||
+        data.is_uncategorized_transaction_notification_active != null;
+    return hasTransactionReminderAccess ? false : null;
+}
 function toReminderNotificationSettingsDetails(isNotificationActive, remindersPayload) {
     if (isNotificationActive != null) {
         return {
@@ -412,6 +426,7 @@ const toNotificationSettings = (data) => {
             missingReceiptNotification: toReminderNotificationSettingsDetails(data.is_missing_receipt_notification_active, data.missing_receipt_notification),
             pendingBillApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_bill_approval_notification_active, data.pending_bill_approval_notification),
             pendingReimbursementApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_reimbursement_approval_notification_active, data.pending_reimbursement_approval_notification),
+            pendingTaskNotification: toReminderNotificationSettingsDetails(toPendingTaskNotificationActive(data), data.pending_task_notification),
             uncategorizedTransactionNotification: toReminderNotificationSettingsDetails(data.is_uncategorized_transaction_notification_active, data.uncategorized_transaction_notification),
         },
         monthEndInsightsNotificationSettings: {

package/lib/view/settingsView/settingsViewState.d.ts

@@ -9,8 +9,8 @@ interface BillingAddress extends FetchStateAndError {
 export interface IntegrationsSettings {
     refreshQBO: FetchStateAndError;
 }
-export declare const REMINDER_NOTIFICATION_TYPES: readonly ["missingReceiptNotification", "uncategorizedTransactionNotification", "pendingBillApprovalNotification", "pendingReimbursementApprovalNotification"];
-declare const toReminderTypeKey: (v: string) => "missingReceiptNotification" | "uncategorizedTransactionNotification" | "pendingBillApprovalNotification" | "pendingReimbursementApprovalNotification";
+export declare const REMINDER_NOTIFICATION_TYPES: readonly ["missingReceiptNotification", "pendingTaskNotification", "uncategorizedTransactionNotification", "pendingBillApprovalNotification", "pendingReimbursementApprovalNotification"];
+declare const toReminderTypeKey: (v: string) => "missingReceiptNotification" | "pendingTaskNotification" | "uncategorizedTransactionNotification" | "pendingBillApprovalNotification" | "pendingReimbursementApprovalNotification";
 export type ReminderTypeKey = ReturnType<typeof toReminderTypeKey>;
 export declare const toRemindersFrequencyType: (v: string) => "weekly" | "monthly" | "daily" | "bi-weekly";
 export type FrequencyTypeKey = ReturnType<typeof toRemindersFrequencyType>;

package/lib/view/settingsView/settingsViewState.js

@@ -4,6 +4,7 @@ exports.toNotificationMode = exports.NOTIFICATION_MODES = exports.toRemindersFre
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 exports.REMINDER_NOTIFICATION_TYPES = [
     'missingReceiptNotification',
+    'pendingTaskNotification',
     'uncategorizedTransactionNotification',
     'pendingBillApprovalNotification',
     'pendingReimbursementApprovalNotification',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.87",
+  "version": "5.2.89",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",