@zeniai/client-epic-state 5.2.88 → 5.2.89-beta0KB

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Files changed (62) hide show
  1. package/lib/entity/invoicing/invoicingCommonPayload.d.ts +9 -0
  2. package/lib/entity/invoicing/invoicingCommonPayload.js +8 -1
  3. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  4. package/lib/entity/snackbar/snackbarTypes.js +1 -0
  5. package/lib/entity/tenant/tenantPayload.d.ts +1 -0
  6. package/lib/entity/tenant/tenantReducer.js +1 -0
  7. package/lib/entity/tenant/tenantState.d.ts +1 -0
  8. package/lib/entity/transaction/stateTypes/paymentType.d.ts +2 -2
  9. package/lib/entity/transaction/stateTypes/paymentType.js +9 -1
  10. package/lib/entity/transaction/stateTypes/printStatus.d.ts +4 -0
  11. package/lib/entity/transaction/stateTypes/printStatus.js +11 -0
  12. package/lib/epic.d.ts +5 -1
  13. package/lib/epic.js +8 -0
  14. package/lib/esm/entity/invoicing/invoicingCommonPayload.js +7 -0
  15. package/lib/esm/entity/snackbar/snackbarTypes.js +1 -0
  16. package/lib/esm/entity/tenant/tenantReducer.js +1 -0
  17. package/lib/esm/entity/transaction/stateTypes/paymentType.js +9 -1
  18. package/lib/esm/entity/transaction/stateTypes/printStatus.js +7 -0
  19. package/lib/esm/epic.js +8 -0
  20. package/lib/esm/index.js +5 -2
  21. package/lib/esm/view/invoicing/invoicingQboView/invoicingQboViewSelector.js +20 -12
  22. package/lib/esm/view/invoicing/settingsView/invoicingQboSettingsFormConfig.js +6 -1
  23. package/lib/esm/view/invoicing/settingsView/settingsViewReducer.js +19 -1
  24. package/lib/esm/view/invoicing/settingsView/settingsViewSelector.js +15 -1
  25. package/lib/esm/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +157 -0
  26. package/lib/esm/view/transactionDetail/createTransaction/createTransactionPayload.js +164 -0
  27. package/lib/esm/view/transactionDetail/createTransaction/createTransactionSelector.js +47 -0
  28. package/lib/esm/view/transactionDetail/createTransaction/createTransactionState.js +11 -0
  29. package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.js +19 -0
  30. package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +81 -0
  31. package/lib/esm/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +53 -0
  32. package/lib/esm/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +10 -0
  33. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +196 -1
  34. package/lib/index.d.ts +6 -2
  35. package/lib/index.js +58 -37
  36. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  37. package/lib/view/invoicing/invoicingQboView/invoicingQboViewSelector.d.ts +6 -1
  38. package/lib/view/invoicing/invoicingQboView/invoicingQboViewSelector.js +20 -12
  39. package/lib/view/invoicing/settingsView/invoicingQboSettingsFormConfig.js +5 -0
  40. package/lib/view/invoicing/settingsView/settingsViewReducer.js +19 -1
  41. package/lib/view/invoicing/settingsView/settingsViewSelector.d.ts +3 -1
  42. package/lib/view/invoicing/settingsView/settingsViewSelector.js +15 -1
  43. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.d.ts +56 -0
  44. package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js +172 -0
  45. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts +95 -0
  46. package/lib/view/transactionDetail/createTransaction/createTransactionPayload.js +169 -0
  47. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.d.ts +44 -0
  48. package/lib/view/transactionDetail/createTransaction/createTransactionSelector.js +53 -0
  49. package/lib/view/transactionDetail/createTransaction/createTransactionState.d.ts +82 -0
  50. package/lib/view/transactionDetail/createTransaction/createTransactionState.js +14 -0
  51. package/lib/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.d.ts +10 -0
  52. package/lib/view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic.js +23 -0
  53. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.d.ts +9 -0
  54. package/lib/view/transactionDetail/createTransaction/epics/createTransactionEpic.js +85 -0
  55. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.d.ts +20 -0
  56. package/lib/view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic.js +57 -0
  57. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.d.ts +12 -0
  58. package/lib/view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic.js +14 -0
  59. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +39 -1
  60. package/lib/view/transactionDetail/transactionDetailReducer.js +198 -2
  61. package/lib/view/transactionDetail/transactionDetailState.d.ts +12 -0
  62. package/package.json +1 -1
@@ -120,6 +120,12 @@ export declare const firstSelectableInvoicingId: (candidates: readonly (string |
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  export declare const toInvoicingQboAccountMappingSlot: (code: string) => string;
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  /** Read one account-mapping dropdown value by its config `code`. */
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  export declare function getInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string): string | undefined;
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+ /**
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+ * The Zeni-owned account the service posts sales tax to. It arrives with the
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+ * settings for display only: it is not a mapping the user picks, and the
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+ * service ignores it on save.
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+ */
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+ export declare const INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = "sales_tax_posting_account";
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  /**
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  * Build the `account_mappings` request body from the ids the pickers submitted.
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  * Each kind is sent as the whole account, which is what the service stores; an
@@ -140,11 +146,14 @@ export interface InvoicingQboAccountMappingKindOptionWire {
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  account_types: string;
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  code: string;
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  name: string;
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+ /** Comma-separated QuickBooks account sub types this kind must not offer. */
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+ excluded_account_sub_types?: string | null;
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  }
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  export interface InvoicingQboAccountMappingKindOption {
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  accountTypes: string;
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  code: string;
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  name: string;
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+ excludedAccountSubTypes?: string;
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  }
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  export declare function toInvoicingQboAccountMappingKindOption(option: InvoicingQboAccountMappingKindOptionWire): InvoicingQboAccountMappingKindOption;
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  export interface InvoicingSettingsPayload {
@@ -1,6 +1,6 @@
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  "use strict";
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  Object.defineProperty(exports, "__esModule", { value: true });
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- 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;
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+ 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;
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  exports.toInvoicingDunningAction = toInvoicingDunningAction;
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  exports.toInvoicingSubscriptionLifecycleAction = toInvoicingSubscriptionLifecycleAction;
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  exports.toInvoicingSubscriptionLifecycleActionOption = toInvoicingSubscriptionLifecycleActionOption;
@@ -178,6 +178,12 @@ function getInvoicingQboAccountMappingId(accountMappings, code) {
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  }
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  return (0, exports.firstSelectableInvoicingId)([slot?.qbo_id, slot?.account_id]);
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  }
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+ /**
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+ * The Zeni-owned account the service posts sales tax to. It arrives with the
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+ * settings for display only: it is not a mapping the user picks, and the
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+ * service ignores it on save.
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+ */
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+ exports.INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = 'sales_tax_posting_account';
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  /**
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  * Build the `account_mappings` request body from the ids the pickers submitted.
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  * Each kind is sent as the whole account, which is what the service stores; an
@@ -201,6 +207,7 @@ function toInvoicingQboAccountMappingKindOption(option) {
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  return {
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  accountTypes: option.account_types,
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  code: option.code,
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+ excludedAccountSubTypes: option.excluded_account_sub_types ?? undefined,
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  name: option.name,
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  };
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  }
@@ -1,4 +1,4 @@
1
- export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
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+ export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "revert_schedule" | "ignore_accrual" | "revert_accrual" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "create_transaction" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "kyc_kyb_reset" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed" | "invoicing_data_import_download";
2
2
  export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
3
3
  export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
4
4
  export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;
@@ -195,6 +195,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
195
195
  'send_email_magic_link_to_user',
196
196
  'complete_profile_done',
197
197
  'create_transfer_entry',
198
+ 'create_transaction',
198
199
  'reports_resync',
199
200
  'invalid_phone_number',
200
201
  'transactions_categorized_updated_failed',
@@ -98,6 +98,7 @@ interface TenantPayload {
98
98
  master_tos_info?: MasterTOSInfoPayload;
99
99
  receipts_email?: string | null;
100
100
  reimbursement_info?: UserReimbursementInfoDataPayload;
101
+ unit_connected_account_application_id?: ID | null;
101
102
  zeni_book_close_date?: string;
102
103
  zeni_book_close_month_and_year?: string;
103
104
  }
@@ -1025,6 +1025,7 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
1025
1025
  hubSpotId: payload.hubspot_id ?? undefined,
1026
1026
  isOnboardingCompleted: true,
1027
1027
  qboRealmId: payload.qbo_realm_id,
1028
+ unitConnectedAccountApplicationId: payload.unit_connected_account_application_id ?? undefined,
1028
1029
  isCustomerCreated: payload.is_customer_created,
1029
1030
  isEmailGroupCreated: payload.is_email_group_created,
1030
1031
  userReimbursementInfo: payload.reimbursement_info != null
@@ -113,6 +113,7 @@ export interface Tenant {
113
113
  masterTOSInfo?: MasterTOSInfo;
114
114
  receiptsEmail?: string;
115
115
  rewardsLastViewedTime?: ZeniDate;
116
+ unitConnectedAccountApplicationId?: ID;
116
117
  userReimbursementInfo?: UserReimbursementInfo;
117
118
  zeniBookCloseDate?: ZeniDate;
118
119
  zeniBookCloseMonthAndYear?: MonthYearPeriod;
@@ -1,4 +1,4 @@
1
- declare const toPaymentType: (v: string) => "credit_card" | "check" | "cash";
2
- export declare const toPaymentTypeStrict: (v?: string) => "credit_card" | "check" | "cash" | undefined;
1
+ declare const toPaymentType: (v: string) => "credit_card" | "check" | "cash" | "debit_card";
2
+ export declare const toPaymentTypeStrict: (v?: string) => "credit_card" | "check" | "cash" | "debit_card" | undefined;
3
3
  export type PaymentType = ReturnType<typeof toPaymentType>;
4
4
  export {};
@@ -2,7 +2,15 @@
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
3
  exports.toPaymentTypeStrict = void 0;
4
4
  const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
5
- const ALL_PAYMENT_TYPES = ['check', 'cash', 'credit_card'];
5
+ // Mirrors the backend's ZENI_PAYMENT_TYPES. debit_card is write-only today (the Create
6
+ // Transaction form offers it); no read path switches exhaustively on PaymentType, and
7
+ // toPaymentTypeStrict still returns undefined for anything outside this list.
8
+ const ALL_PAYMENT_TYPES = [
9
+ 'check',
10
+ 'cash',
11
+ 'credit_card',
12
+ 'debit_card',
13
+ ];
6
14
  // eslint-disable-next-line @typescript-eslint/no-unused-vars
7
15
  const toPaymentType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PAYMENT_TYPES);
8
16
  const toPaymentTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', ALL_PAYMENT_TYPES);
@@ -0,0 +1,4 @@
1
+ declare const toPrintStatusInternal: (v: string) => "NotSet" | "NeedToPrint" | "PrintComplete";
2
+ export declare const toPrintStatus: (v?: string) => "NotSet" | "NeedToPrint" | "PrintComplete" | undefined;
3
+ export type PrintStatus = ReturnType<typeof toPrintStatusInternal>;
4
+ export {};
@@ -0,0 +1,11 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.toPrintStatus = void 0;
4
+ const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
5
+ // QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
6
+ // transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
7
+ const ALL_PRINT_STATUSES = ['NotSet', 'NeedToPrint', 'PrintComplete'];
8
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
9
+ const toPrintStatusInternal = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PRINT_STATUSES);
10
+ const toPrintStatus = (v) => v == null ? undefined : (0, stringToUnion_1.stringToUnionStrict)(v, ALL_PRINT_STATUSES);
11
+ exports.toPrintStatus = toPrintStatus;
package/lib/epic.d.ts CHANGED
@@ -659,6 +659,10 @@ import { ActionType as UpdateTaskFromListViewActionType } from './view/taskManag
659
659
  import { ActionType as FetchTasksCardActionType } from './view/tasksCard/fetchTasksCardEpic';
660
660
  import { ActionType as TopExActionType } from './view/topEx/topExEpic';
661
661
  import { ActionType as FetchTransactionActivityLogActionType } from './view/transactionActivityLogView/fetchTransactionActivityLogEpic';
662
+ import { ActionType as CreateTransactionAttachmentUploadFailureActionType } from './view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic';
663
+ import { ActionType as CreateTransactionActionType } from './view/transactionDetail/createTransaction/epics/createTransactionEpic';
664
+ import { ActionType as FetchVendorRecommendationsForCreateTransactionActionType } from './view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic';
665
+ import { ActionType as InitializeCreateTransactionLocalDataActionType } from './view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic';
662
666
  import { ActionType as DeleteTransactionAttachmentActionType } from './view/transactionDetail/epics/deleteTransactionAttachmentEpic';
663
667
  import { ActionType as DownloadAccountingProviderAttachmentActionType } from './view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic';
664
668
  import { ActionType as InitializeTransactionDetailLocalDataActionType } from './view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic';
@@ -706,5 +710,5 @@ import { ActionType as FetchDepositAccStatementListActionType } from './view/zen
706
710
  import { ActionType as FetchZeniAccStatePageActionType } from './view/zeniAccStatementList/fetchZeniAccStatementPageEpic';
707
711
  import { ActionType as ApproveOAuthConsentActionType } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
708
712
  /** Root action type is union of all the epic action type */
709
- export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReconciliationReportActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreActualMatchingSuggestionActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionEstimateActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetKycKybActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
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+ export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransactionActionType | CreateTransactionAttachmentUploadFailureActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReconciliationReportActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorRecommendationsForCreateTransactionActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreActualMatchingSuggestionActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeCreateTransactionLocalDataActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionEstimateActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetKycKybActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
710
714
  export declare const featureRootEpic: Epic<RootActionType>;
package/lib/epic.js CHANGED
@@ -731,6 +731,10 @@ const updateTaskFromListViewEpic_1 = require("./view/taskManager/taskListView/ep
731
731
  const fetchTasksCardEpic_1 = require("./view/tasksCard/fetchTasksCardEpic");
732
732
  const topExEpic_1 = require("./view/topEx/topExEpic");
733
733
  const fetchTransactionActivityLogEpic_1 = require("./view/transactionActivityLogView/fetchTransactionActivityLogEpic");
734
+ const createTransactionAttachmentUploadFailureEpic_1 = require("./view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic");
735
+ const createTransactionEpic_1 = require("./view/transactionDetail/createTransaction/epics/createTransactionEpic");
736
+ const fetchVendorRecommendationsForCreateTransactionEpic_1 = require("./view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic");
737
+ const initializeCreateTransactionLocalDataEpic_1 = require("./view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic");
734
738
  const deleteTransactionAttachmentEpic_1 = require("./view/transactionDetail/epics/deleteTransactionAttachmentEpic");
735
739
  const downloadAccountingProviderAttachmentEpic_1 = require("./view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic");
736
740
  const initializeTransactionDetailLocalDataEpic_1 = require("./view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic");
@@ -848,6 +852,8 @@ const ALL_EPICS = [
848
852
  createSubTaskEpic_1.createSubTaskEpic,
849
853
  createTagEpic_1.createTagEpic,
850
854
  createTaskFromTaskGroupTemplateEpic_1.createTaskFromTaskGroupTemplateEpic,
855
+ createTransactionAttachmentUploadFailureEpic_1.createTransactionAttachmentUploadFailureEpic,
856
+ createTransactionEpic_1.createTransactionEpic,
851
857
  createTransferEntryEpic_1.createTransferEntryEpic,
852
858
  createUserBankAccountEpic_1.createUserBankAccountEpic,
853
859
  deleteAccountStatementEpic_1.deleteAccountStatementEpic,
@@ -1259,6 +1265,7 @@ const ALL_EPICS = [
1259
1265
  fetchVendorFirstReviewAttachmentsEpic_1.fetchVendorFirstReviewAttachmentsEpic,
1260
1266
  fetchVendorFirstReviewViewEpic_1.fetchVendorFirstReviewViewEpic,
1261
1267
  fetchVendorGlobalReviewViewEpic_1.fetchVendorGlobalReviewViewEpic,
1268
+ fetchVendorRecommendationsForCreateTransactionEpic_1.fetchVendorRecommendationsForCreateTransactionEpic,
1262
1269
  fetchVendorsFiling1099AllEpic_1.fetchVendorsFiling1099AllEpic,
1263
1270
  fetchVendorsFiling1099DownloadEpic_1.fetchVendorsFiling1099DownloadEpic,
1264
1271
  fetchVendorsFiling1099ListEpic_1.fetchVendorsFiling1099ListEpic,
@@ -1290,6 +1297,7 @@ const ALL_EPICS = [
1290
1297
  initializeBillToLocalStoreEpic_1.initializeBillToLocalStoreEpic,
1291
1298
  initializeCardUserOnboardingLocalDataEpic_1.initializeCardUserOnboardingLocalDataEpic,
1292
1299
  initializeCompanyHealthMetricViewLocalData_1.initializeCompanyHealthMetricViewLocalDataEpic,
1300
+ initializeCreateTransactionLocalDataEpic_1.initializeCreateTransactionLocalDataEpic,
1293
1301
  initializeDynamicFormEpic_1.initializeDynamicFormEpic,
1294
1302
  initializeEditPersonEpic_1.initializeEditPersonEpic,
1295
1303
  initializeJeScheduleLocalDataEpic_1.initializeJeScheduleLocalDataEpic,
@@ -152,6 +152,12 @@ export function getInvoicingQboAccountMappingId(accountMappings, code) {
152
152
  }
153
153
  return firstSelectableInvoicingId([slot?.qbo_id, slot?.account_id]);
154
154
  }
155
+ /**
156
+ * The Zeni-owned account the service posts sales tax to. It arrives with the
157
+ * settings for display only: it is not a mapping the user picks, and the
158
+ * service ignores it on save.
159
+ */
160
+ export const INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT = 'sales_tax_posting_account';
155
161
  /**
156
162
  * Build the `account_mappings` request body from the ids the pickers submitted.
157
163
  * Each kind is sent as the whole account, which is what the service stores; an
@@ -174,6 +180,7 @@ export function toInvoicingQboAccountMappingKindOption(option) {
174
180
  return {
175
181
  accountTypes: option.account_types,
176
182
  code: option.code,
183
+ excludedAccountSubTypes: option.excluded_account_sub_types ?? undefined,
177
184
  name: option.name,
178
185
  };
179
186
  }
@@ -192,6 +192,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
192
192
  'send_email_magic_link_to_user',
193
193
  'complete_profile_done',
194
194
  'create_transfer_entry',
195
+ 'create_transaction',
195
196
  'reports_resync',
196
197
  'invalid_phone_number',
197
198
  'transactions_categorized_updated_failed',
@@ -1014,6 +1014,7 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
1014
1014
  hubSpotId: payload.hubspot_id ?? undefined,
1015
1015
  isOnboardingCompleted: true,
1016
1016
  qboRealmId: payload.qbo_realm_id,
1017
+ unitConnectedAccountApplicationId: payload.unit_connected_account_application_id ?? undefined,
1017
1018
  isCustomerCreated: payload.is_customer_created,
1018
1019
  isEmailGroupCreated: payload.is_email_group_created,
1019
1020
  userReimbursementInfo: payload.reimbursement_info != null
@@ -1,5 +1,13 @@
1
1
  import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
2
- const ALL_PAYMENT_TYPES = ['check', 'cash', 'credit_card'];
2
+ // Mirrors the backend's ZENI_PAYMENT_TYPES. debit_card is write-only today (the Create
3
+ // Transaction form offers it); no read path switches exhaustively on PaymentType, and
4
+ // toPaymentTypeStrict still returns undefined for anything outside this list.
5
+ const ALL_PAYMENT_TYPES = [
6
+ 'check',
7
+ 'cash',
8
+ 'credit_card',
9
+ 'debit_card',
10
+ ];
3
11
  // eslint-disable-next-line @typescript-eslint/no-unused-vars
4
12
  const toPaymentType = (v) => stringToUnion(v, ALL_PAYMENT_TYPES);
5
13
  export const toPaymentTypeStrict = (v) => stringToUnionStrict(v ?? '', ALL_PAYMENT_TYPES);
@@ -0,0 +1,7 @@
1
+ import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
2
+ // QBO's PrintStatus on a Purchase/Check. Sent only by the Create Transaction form for
3
+ // transaction_type: check -- qbo_purchase.py rejects print_status on any other payment_type.
4
+ const ALL_PRINT_STATUSES = ['NotSet', 'NeedToPrint', 'PrintComplete'];
5
+ // eslint-disable-next-line @typescript-eslint/no-unused-vars
6
+ const toPrintStatusInternal = (v) => stringToUnion(v, ALL_PRINT_STATUSES);
7
+ export const toPrintStatus = (v) => v == null ? undefined : stringToUnionStrict(v, ALL_PRINT_STATUSES);
package/lib/esm/epic.js CHANGED
@@ -728,6 +728,10 @@ import { updateTaskFromListViewEpic, } from './view/taskManager/taskListView/epi
728
728
  import { fetchTasksCardEpic, } from './view/tasksCard/fetchTasksCardEpic';
729
729
  import { fetchTopExEpic, } from './view/topEx/topExEpic';
730
730
  import { fetchTransactionActivityLogEpic, } from './view/transactionActivityLogView/fetchTransactionActivityLogEpic';
731
+ import { createTransactionAttachmentUploadFailureEpic, } from './view/transactionDetail/createTransaction/epics/createTransactionAttachmentUploadFailureEpic';
732
+ import { createTransactionEpic, } from './view/transactionDetail/createTransaction/epics/createTransactionEpic';
733
+ import { fetchVendorRecommendationsForCreateTransactionEpic, } from './view/transactionDetail/createTransaction/epics/fetchVendorRecommendationsForCreateTransactionEpic';
734
+ import { initializeCreateTransactionLocalDataEpic, } from './view/transactionDetail/createTransaction/epics/initializeCreateTransactionLocalDataEpic';
731
735
  import { deleteTransactionAttachmentEpic, } from './view/transactionDetail/epics/deleteTransactionAttachmentEpic';
732
736
  import { downloadAccountingProviderAttachmentEpic, } from './view/transactionDetail/epics/downloadAccountingProviderAttachmentEpic';
733
737
  import { initializeTransactionDetailLocalDataEpic, } from './view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic';
@@ -845,6 +849,8 @@ const ALL_EPICS = [
845
849
  createSubTaskEpic,
846
850
  createTagEpic,
847
851
  createTaskFromTaskGroupTemplateEpic,
852
+ createTransactionAttachmentUploadFailureEpic,
853
+ createTransactionEpic,
848
854
  createTransferEntryEpic,
849
855
  createUserBankAccountEpic,
850
856
  deleteAccountStatementEpic,
@@ -1256,6 +1262,7 @@ const ALL_EPICS = [
1256
1262
  fetchVendorFirstReviewAttachmentsEpic,
1257
1263
  fetchVendorFirstReviewViewEpic,
1258
1264
  fetchVendorGlobalReviewViewEpic,
1265
+ fetchVendorRecommendationsForCreateTransactionEpic,
1259
1266
  fetchVendorsFiling1099AllEpic,
1260
1267
  fetchVendorsFiling1099DownloadEpic,
1261
1268
  fetchVendorsFiling1099ListEpic,
@@ -1287,6 +1294,7 @@ const ALL_EPICS = [
1287
1294
  initializeBillToLocalStoreEpic,
1288
1295
  initializeCardUserOnboardingLocalDataEpic,
1289
1296
  initializeCompanyHealthMetricViewLocalDataEpic,
1297
+ initializeCreateTransactionLocalDataEpic,
1290
1298
  initializeDynamicFormEpic,
1291
1299
  initializeEditPersonEpic,
1292
1300
  initializeExpenseAutomationJeScheduleLocalDataEpic,
package/lib/esm/index.js CHANGED
@@ -428,10 +428,13 @@ import { getAllTopExpenses, getTop6Expenses, getTopExpenses, } from './view/topE
428
428
  * Expense Automation Exports ends
429
429
  */
430
430
  import { TOP_EX_TIME_PERIODS, } from './view/topEx/topExState';
431
+ import { prepareCreateTransactionPayload, } from './view/transactionDetail/createTransaction/createTransactionPayload';
432
+ import { getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, getCreateTransactionView, } from './view/transactionDetail/createTransaction/createTransactionSelector';
433
+ import { ALL_CREATABLE_TRANSACTION_TYPES, } from './view/transactionDetail/createTransaction/createTransactionState';
431
434
  import { getAccountingProviderAttachment, } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
432
435
  import { JOURNAL_ENTRY_SORT_KEYS, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey, } from './view/transactionDetail/journalEntryLinesViewModel';
433
436
  import { getChangedLineItemCountFromLocalData, isAccountUncategorized, } from './view/transactionDetail/transactionDetailLocalDataHelper';
434
- import { addSplitLine, clearTransactionDetailSaveStatus, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, toggleSplitEditMode, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
437
+ import { addCreateTransactionLine, addSplitLine, clearRecommendationsForCreateTransactionLines, clearTransactionDetailSaveStatus, createTransaction, createTransactionAttachmentUploadFailure, createTransactionSuccessOrFailure, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, fetchVendorRecommendationsForCreateTransaction, initializeCreateTransactionLocalData, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeCreateTransactionLine, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetCreateTransactionLocalData, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, setRecommendationsForCreateTransactionLines, toggleSplitEditMode, updateCreateTransactionLineLocalData, updateCreateTransactionLocalData, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess, } from './view/transactionDetail/transactionDetailReducer';
435
438
  import { getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction, } from './view/transactionDetail/transactionDetailSelector';
436
439
  import { getThirdPartyIdFromTransactionId, } from './view/transactionDetail/transactionDetailState';
437
440
  import { getTransactionListByAccount, getTransactionListUIStateByAccountKey, } from './view/transactionList/transactionListByAccountSelector';
@@ -558,7 +561,7 @@ export { isTransferTransaction };
558
561
  export { getScheduleTransactionById, getSupportedTransactionById, };
559
562
  export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
560
563
  export { getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
561
- export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
564
+ export { ALL_CREATABLE_TRANSACTION_TYPES, initializeCreateTransactionLocalData, updateCreateTransactionLocalData, updateCreateTransactionLineLocalData, addCreateTransactionLine, removeCreateTransactionLine, resetCreateTransactionLocalData, createTransaction, createTransactionAttachmentUploadFailure, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines, clearRecommendationsForCreateTransactionLines, getCreateTransactionView, getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, prepareCreateTransactionPayload, fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
562
565
  export { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
563
566
  export { getTransactionListByEntity };
564
567
  export { getTransactionListByClass, getTransactionListUIStateByClassKey, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -106,6 +106,7 @@ export const getInvoicingQboAccountOptions = createSelector([
106
106
  {
107
107
  id: String(account.qboId),
108
108
  name: account.accountName,
109
+ accountSubType: account.accountSubType,
109
110
  accountType: account.accountType,
110
111
  },
111
112
  ];
@@ -129,22 +130,29 @@ const normalizeAccountTypeName = (value) => {
129
130
  // trailing "s" alone would leave "liabilitie", matching nothing.
130
131
  return normalized.replace(/ies$/, 'y').replace(/([^s])s$/, '$1');
131
132
  };
133
+ const toAccountTypeNameSet = (names) => new Set((names ?? '')
134
+ .split(',')
135
+ .map(normalizeAccountTypeName)
136
+ .filter((name) => name !== ''));
132
137
  /**
133
138
  * The accounts valid for one QBO mapping kind, whose `accountTypes` is a
134
139
  * comma-separated list of QuickBooks type names. An unrecognised list yields no
135
140
  * accounts rather than every account: offering a bank account where income is
136
141
  * required would post a mapping QuickBooks rejects.
142
+ *
143
+ * `excludedAccountSubTypes` drops accounts QuickBooks will not post to for that
144
+ * kind even though their type matches, e.g. a tax agency's system payable for
145
+ * the sales tax liability.
137
146
  */
138
- export const invoicingAccountsForQboAccountTypes = (accounts, accountTypes) => {
139
- const wanted = new Set(accountTypes
140
- .split(',')
141
- .map(normalizeAccountTypeName)
142
- .filter((accountType) => accountType !== ''));
143
- if (wanted.size === 0) {
144
- return accounts;
145
- }
146
- return accounts.filter((account) => account.accountType != null &&
147
- wanted.has(normalizeAccountTypeName(account.accountType)));
147
+ export const invoicingAccountsForQboAccountTypes = (accounts, accountTypes, excludedAccountSubTypes) => {
148
+ const wanted = toAccountTypeNameSet(accountTypes);
149
+ const excluded = toAccountTypeNameSet(excludedAccountSubTypes);
150
+ return accounts.filter((account) => (wanted.size === 0 ||
151
+ (account.accountType != null &&
152
+ wanted.has(normalizeAccountTypeName(account.accountType)))) &&
153
+ (excluded.size === 0 ||
154
+ account.accountSubType == null ||
155
+ !excluded.has(normalizeAccountTypeName(account.accountSubType))));
148
156
  };
149
157
  /**
150
158
  * 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';
172
180
  * not carry falls back to `defaultAccountTypes` rather than to every account.
173
181
  */
174
182
  export const invoicingQboAccountIdsForMappingSlot = (accounts, accountMappingKindOptions, mappingSlot, defaultAccountTypes) => {
175
- const accountTypes = accountMappingKindOptions.find((kindOption) => toInvoicingQboAccountMappingSlot(kindOption.code) === mappingSlot)?.accountTypes ?? defaultAccountTypes;
176
- return invoicingAccountsForQboAccountTypes(accounts, accountTypes).map((account) => account.id);
183
+ const kindOption = accountMappingKindOptions.find((option) => toInvoicingQboAccountMappingSlot(option.code) === mappingSlot);
184
+ return invoicingAccountsForQboAccountTypes(accounts, kindOption?.accountTypes ?? defaultAccountTypes, kindOption?.excludedAccountSubTypes).map((account) => account.id);
177
185
  };
178
186
  /**
179
187
  * Stable empties for a tenant with no QBO connection.
@@ -1,4 +1,4 @@
1
- import { getInvoicingQboAccountMappingId, toInvoicingQboAccountMappingSlot, toInvoicingQboAccountMappingsPayload, } from '../../../entity/invoicing/invoicingCommonPayload';
1
+ import { INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT, getInvoicingQboAccountMappingId, toInvoicingQboAccountMappingSlot, toInvoicingQboAccountMappingsPayload, } from '../../../entity/invoicing/invoicingCommonPayload';
2
2
  export const initialInvoicingQboSettingsLocalData = {
3
3
  accountIdByMappingCode: {},
4
4
  autoCreateItems: false,
@@ -15,6 +15,11 @@ export const entityToInvoicingQboSettingsLocalData = (qbo) => {
15
15
  // Keyed by the slot the payload used, which is the config code the page will
16
16
  // ask for — the reader tolerates the older `_id` form on the way in.
17
17
  Object.keys(accountMappings).forEach((key) => {
18
+ // Display-only, so it is never edited or written back on save.
19
+ if (toInvoicingQboAccountMappingSlot(key) ===
20
+ INVOICING_QBO_SALES_TAX_POSTING_ACCOUNT_SLOT) {
21
+ return;
22
+ }
18
23
  const accountId = getInvoicingQboAccountMappingId(accountMappings, key);
19
24
  if (accountId != null) {
20
25
  accountIdByMappingCode[toInvoicingQboAccountMappingSlot(key)] = accountId;