@zeniai/client-epic-state 5.2.90 → 5.2.92

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "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";
+    messageSection: "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";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/{reportUIOptions → financeStatement}/financeStatementCompareBalances.d.ts

@@ -1,2 +1,3 @@
 import { COABalanceType } from '../../commonStateTypes/coaBalance/coaBalanceType';
 export declare function getFinanceStatementAdditionalBalances(requestedBalances: COABalanceType[], isCompareModeOn: boolean, compareBalanceFromMode: COABalanceType): COABalanceType[];
+export declare function getDisplayedAdditionalBalances(selectedBalances: COABalanceType[]): COABalanceType[];

package/lib/view/{reportUIOptions → financeStatement}/financeStatementCompareBalances.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getFinanceStatementAdditionalBalances = getFinanceStatementAdditionalBalances;
+exports.getDisplayedAdditionalBalances = getDisplayedAdditionalBalances;
 const coaBalanceType_1 = require("../../commonStateTypes/coaBalance/coaBalanceType");
 // Reports can show the $ and % change columns together, so every requested compare type is kept;
 // compareMode picks one only when none was requested.
@@ -17,3 +18,10 @@ function getFinanceStatementAdditionalBalances(requestedBalances, isCompareModeO
             : [compareBalanceFromMode]),
     ];
 }
+// The table has one change column with a $/% picker, so only the first selected compare type is
+// shown; the rest of the selection still reaches the download.
+function getDisplayedAdditionalBalances(selectedBalances) {
+    const otherBalances = (0, coaBalanceType_1.stripCompareAdditionalBalanceTypes)(selectedBalances);
+    const displayedCompareBalance = selectedBalances.find((balance) => !otherBalances.includes(balance));
+    return selectedBalances.filter((balance) => otherBalances.includes(balance) || balance === displayedCompareBalance);
+}

package/lib/view/financeStatement/financeStatementSelector.js

@@ -20,6 +20,17 @@ const profitAndLossSelector_1 = require("../profitAndLoss/profitAndLossSelector"
 const profitAndLossClassesByClassHorizontalSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector");
 const profitAndLossClassesViewSelector_1 = require("../profitAndLossClassesView/profitAndLossClassesViewSelector");
 const profitAndLossProjectViewSelector_1 = require("../profitAndLossProjectView/profitAndLossProjectViewSelector");
+const financeStatementCompareBalances_1 = require("./financeStatementCompareBalances");
+/**
+ * Reports are built from the displayed columns, but their filter carries the full selection: the
+ * download and the Add Columns picker read it from there.
+ */
+function withSelectedAdditionalBalances(report, selectedAdditionalBalances) {
+    return {
+        ...report,
+        filter: { ...report.filter, additionalBalances: selectedAdditionalBalances },
+    };
+}
 function getDateRangeForFinanceReports(profitAndLossState, balanceSheetState, cashFlowState) {
     const datesSorted = [
         profitAndLossState.dataAvailable?.startDate,
@@ -74,7 +85,7 @@ exports.getFinanceStatement = (0, toolkit_1.createSelector)((state) => state.acc
     const additionalBalancesForFilter = useHorizontalClassesLayout
         ? (0, coaBalanceType_1.stripCompareAdditionalBalanceTypes)(rawAdditionalBalances)
         : rawAdditionalBalances;
-    const filter = (0, coaBalancesFilter_1.newBalancesFilter)(firstMonthOfFY, financeStatementState.timeframe, Math.min((0, dataAvailable_1.getNumberOfPeriods)(firstMonthOfFY, financeStatementState.timeframe, dataAvailable) ?? financeStatementState.selectedCOABalancesRange.numberOfPeriods, financeStatementState.selectedCOABalancesRange.numberOfPeriods), thisPeriod, 'ascending_date', additionalBalancesForFilter);
+    const filter = (0, coaBalancesFilter_1.newBalancesFilter)(firstMonthOfFY, financeStatementState.timeframe, Math.min((0, dataAvailable_1.getNumberOfPeriods)(firstMonthOfFY, financeStatementState.timeframe, dataAvailable) ?? financeStatementState.selectedCOABalancesRange.numberOfPeriods, financeStatementState.selectedCOABalancesRange.numberOfPeriods), thisPeriod, 'ascending_date', (0, financeStatementCompareBalances_1.getDisplayedAdditionalBalances)(additionalBalancesForFilter));
     const profitAndLossReport = (0, profitAndLossSelector_1.getProfitAndLossReport)(filter, undefined, accountState, accountGroupState, sectionAccountsViewState, profitAndLossState, forecastState);
     const classFilter = (0, coaBalancesFilterClassesView_1.newBalancesFilterClassesView)(filter.firstMonthOfFY, filter.timeframe, filter.balancesRange.numberOfPeriods, filter.balancesRange.thisPeriod, filter.balancesRange.orderBy, filter.additionalBalances, profitAndLossClassesViewState.uiState.classesToFilterOut);
     const profitAndLossByClassReport = (0, profitAndLossClassesViewSelector_1.getProfitAndLossClassesView)(classFilter, accountState, classState, sectionsState, profitAndLossClassesViewState);
@@ -166,17 +177,17 @@ exports.getFinanceStatement = (0, toolkit_1.createSelector)((state) => state.acc
         reportFormat: financeStatementState.reportFormat,
         firstMonthOfFY,
         dataAvailable,
-        profitAndLossReport,
-        profitAndLossByClassReport,
-        profitAndLossByProjectReport,
+        profitAndLossReport: withSelectedAdditionalBalances(profitAndLossReport, additionalBalancesForFilter),
+        profitAndLossByClassReport: withSelectedAdditionalBalances(profitAndLossByClassReport, additionalBalancesForFilter),
+        profitAndLossByProjectReport: withSelectedAdditionalBalances(profitAndLossByProjectReport, additionalBalancesForFilter),
         profitAndLossByClassHorizontalReport,
-        balanceSheetReport,
-        balanceSheetByClassReport,
-        cashFlowByClassReport,
-        cashFlowByProjectReport,
-        balanceSheetByProjectReport,
-        cashFlowReport,
-        filter,
+        balanceSheetReport: withSelectedAdditionalBalances(balanceSheetReport, additionalBalancesForFilter),
+        balanceSheetByClassReport: withSelectedAdditionalBalances(balanceSheetByClassReport, additionalBalancesForFilter),
+        cashFlowByClassReport: withSelectedAdditionalBalances(cashFlowByClassReport, additionalBalancesForFilter),
+        cashFlowByProjectReport: withSelectedAdditionalBalances(cashFlowByProjectReport, additionalBalancesForFilter),
+        balanceSheetByProjectReport: withSelectedAdditionalBalances(balanceSheetByProjectReport, additionalBalancesForFilter),
+        cashFlowReport: withSelectedAdditionalBalances(cashFlowReport, additionalBalancesForFilter),
+        filter: { ...filter, additionalBalances: additionalBalancesForFilter },
         selectedReportId: financeStatementState.selectedReportId,
         downloadState: financeStatementState.downloadState,
         isCompareModeOn: useHorizontalClassesLayout

package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.d.ts

@@ -46,6 +46,11 @@ export interface InvoicingDashboardSummaryPayload {
         resumed: number;
         total_active: number;
         total_active_value: number;
+        /**
+         * Churned opening-cohort customers ÷ customers at month start, as a 0-100
+         * percent. Customer-scoped, unlike the subscription-scoped KPI churn rate.
+         */
+        customer_churn_rate?: number | null;
     };
     failed_payments: {
         amount: number;

package/lib/view/invoicing/invoicingOverview/invoicingOverviewPayload.js

@@ -49,6 +49,7 @@ exports.mapInvoicingPlanRevenuePointPayloadToState = mapInvoicingPlanRevenuePoin
 const mapInvoicingDashboardSummaryPayloadToState = (payload) => ({
     customerMovement: {
         churned: payload.customer_movement.churned,
+        customerChurnRate: payload.customer_movement.customer_churn_rate ?? undefined,
         netChange: payload.customer_movement.net_change,
         new: payload.customer_movement.new,
         paused: payload.customer_movement.paused,

package/lib/view/invoicing/invoicingOverview/invoicingOverviewState.d.ts

@@ -50,6 +50,8 @@ export interface InvoicingDashboardSummary {
         resumed: number;
         totalActive: number;
         totalActiveValue: Amount;
+        /** 0-100 percent; absent from a backend that predates it. */
+        customerChurnRate?: number;
     };
     failedPayments: {
         amount: Amount;

package/lib/view/reportUIOptions/updateReportUIOptionCompareModeEpic.js

@@ -5,12 +5,12 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const cashInCashOutReducer_1 = require("../cashInCashOut/cashInCashOutReducer");
 const cashPositionReducer_1 = require("../cashPosition/cashPositionReducer");
+const financeStatementCompareBalances_1 = require("../financeStatement/financeStatementCompareBalances");
 const financeStatementReducer_1 = require("../financeStatement/financeStatementReducer");
 const financeStatementSelector_1 = require("../financeStatement/financeStatementSelector");
 const netBurnOrIncomeReducer_1 = require("../netBurnOrIncome/netBurnOrIncomeReducer");
 const opExReducer_1 = require("../opEx/opExReducer");
 const revenueReducer_1 = require("../revenue/revenueReducer");
-const financeStatementCompareBalances_1 = require("./financeStatementCompareBalances");
 const reportUIOptionsReducer_1 = require("./reportUIOptionsReducer");
 const updateReportUIOptionIsCompareModeEpic = (actions$, state) => actions$.pipe((0, operators_1.filter)(reportUIOptionsReducer_1.updateReportUIOptionCompareMode.match), (0, operators_1.switchMap)((action) => {
     const { additionalBalances } = action.payload;

package/lib/view/reportUIOptions/updateReportUIOptionIsCompareModeOnEpic.js

@@ -5,12 +5,12 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const cashInCashOutReducer_1 = require("../cashInCashOut/cashInCashOutReducer");
 const cashPositionReducer_1 = require("../cashPosition/cashPositionReducer");
+const financeStatementCompareBalances_1 = require("../financeStatement/financeStatementCompareBalances");
 const financeStatementReducer_1 = require("../financeStatement/financeStatementReducer");
 const financeStatementSelector_1 = require("../financeStatement/financeStatementSelector");
 const netBurnOrIncomeReducer_1 = require("../netBurnOrIncome/netBurnOrIncomeReducer");
 const opExReducer_1 = require("../opEx/opExReducer");
 const revenueReducer_1 = require("../revenue/revenueReducer");
-const financeStatementCompareBalances_1 = require("./financeStatementCompareBalances");
 const reportUIOptionsReducer_1 = require("./reportUIOptionsReducer");
 const updateReportUIOptionIsCompareModeOnEpic = (actions$, state) => actions$.pipe((0, operators_1.filter)(reportUIOptionsReducer_1.updateReportUIOptionIsCompareModeOn.match), (0, operators_1.switchMap)((action) => {
     const { additionalBalances } = action.payload;

package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.d.ts

@@ -0,0 +1,56 @@
+import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
+import { TransactionCategory } from '../../../entity/transaction/stateTypes/transactionType';
+import { CreatableTransactionType, CreateTransactionLineLocalData, CreateTransactionLocalData, CreateTransactionLocalDataByType } from './createTransactionState';
+export declare const nextCreateTransactionLineId: () => string;
+/** Test-only: makes line ids predictable from the start of each case. */
+export declare const resetCreateTransactionLineIdCounter: () => void;
+export declare const createEmptyCreateTransactionLine: (postingType?: TransactionCategory) => CreateTransactionLineLocalData;
+/**
+ * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
+ * debit and one credit, so it opens with both rather than making the user add the second row.
+ * Transfer has no lines at all.
+ */
+export declare const getDefaultCreateTransactionLines: (transactionType: CreatableTransactionType) => CreateTransactionLineLocalData[];
+/**
+ * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
+ * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
+ * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
+ */
+export declare const getEmptyCreateTransactionLocalData: (transactionType: CreatableTransactionType) => CreateTransactionLocalData;
+export declare const getInitialCreateTransactionLocalDataByType: () => CreateTransactionLocalDataByType;
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the
+ * payment_type the backend insists on for the type.
+ */
+export declare const getSeededCreateTransactionLocalData: (transactionType: CreatableTransactionType) => CreateTransactionLocalData;
+/**
+ * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
+ * a partial line array would silently truncate the form.
+ */
+export declare const mergeCreateTransactionLocalData: (current: CreateTransactionLocalData, update: Partial<CreateTransactionLocalData>) => CreateTransactionLocalData;
+/**
+ * A user edit to a prefilled account or class makes it theirs, so its flag is dropped and a
+ * later vendor switch no longer clears it.
+ */
+export declare const updateCreateTransactionLine: (lines: CreateTransactionLineLocalData[], lineId: string, update: Partial<CreateTransactionLineLocalData>) => CreateTransactionLineLocalData[];
+/**
+ * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
+ * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
+ * needs the entities to build its "Recommended" group.
+ */
+export declare const toRecommendationsWithCOT: (recommendations: Recommendation[]) => RecommendationWithCOT[];
+/**
+ * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
+ * group, but only prefills account/class when the field is still empty. Callers switching
+ * vendors clear the previous prefill first, so "empty" includes what the last vendor filled. Anything the user
+ * picked wins -- this follows the transaction-categorization helper, which prefills, rather
+ * than the detail-page helper, which only suggests.
+ */
+export declare const applyRecommendationsToCreateTransactionLine: (line: CreateTransactionLineLocalData, recommendations: Recommendation[], isAccountingClassesEnabled: boolean) => CreateTransactionLineLocalData;
+/**
+ * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
+ * the per-field flags are what make the user's own choices distinguishable from ours, which is
+ * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
+ * class is an ordinary state, and clearing must not take the account with it.
+ */
+export declare const clearRecommendationsFromCreateTransactionLine: (line: CreateTransactionLineLocalData) => CreateTransactionLineLocalData;

package/lib/view/transactionDetail/createTransaction/createTransactionLocalDataHelper.js

@@ -0,0 +1,172 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearRecommendationsFromCreateTransactionLine = exports.applyRecommendationsToCreateTransactionLine = exports.toRecommendationsWithCOT = exports.updateCreateTransactionLine = exports.mergeCreateTransactionLocalData = exports.getSeededCreateTransactionLocalData = exports.getInitialCreateTransactionLocalDataByType = exports.getEmptyCreateTransactionLocalData = exports.getDefaultCreateTransactionLines = exports.createEmptyCreateTransactionLine = exports.resetCreateTransactionLineIdCounter = exports.nextCreateTransactionLineId = void 0;
+const zeniDayJS_1 = require("../../../zeniDayJS");
+const createTransactionState_1 = require("./createTransactionState");
+/**
+ * Monotonic counter for line row keys. These never leave the client -- the payload builder
+ * drops them -- so a counter is enough, and it keeps reducer tests deterministic in a way
+ * randomUUID would not.
+ */
+let lineIdCounter = 0;
+const nextCreateTransactionLineId = () => `create-transaction-line-${lineIdCounter++}`;
+exports.nextCreateTransactionLineId = nextCreateTransactionLineId;
+/** Test-only: makes line ids predictable from the start of each case. */
+const resetCreateTransactionLineIdCounter = () => {
+    lineIdCounter = 0;
+};
+exports.resetCreateTransactionLineIdCounter = resetCreateTransactionLineIdCounter;
+const createEmptyCreateTransactionLine = (postingType) => ({
+    id: (0, exports.nextCreateTransactionLineId)(),
+    postingType,
+});
+exports.createEmptyCreateTransactionLine = createEmptyCreateTransactionLine;
+/**
+ * The lines a freshly-opened form starts with. A journal entry is invalid with fewer than one
+ * debit and one credit, so it opens with both rather than making the user add the second row.
+ * Transfer has no lines at all.
+ */
+const getDefaultCreateTransactionLines = (transactionType) => {
+    if (transactionType === 'transfer') {
+        return [];
+    }
+    if (transactionType === 'journal_entry') {
+        return [
+            (0, exports.createEmptyCreateTransactionLine)('debit'),
+            (0, exports.createEmptyCreateTransactionLine)('credit'),
+        ];
+    }
+    return [(0, exports.createEmptyCreateTransactionLine)()];
+};
+exports.getDefaultCreateTransactionLines = getDefaultCreateTransactionLines;
+/**
+ * A blank working copy for one type. Note this does NOT seed the date -- the reducer's initial
+ * state has to stay a pure constant so `clearAll` restores something stable. The date is seeded
+ * by initializeCreateTransactionLocalDataEpic, which runs when the form opens.
+ */
+const getEmptyCreateTransactionLocalData = (transactionType) => ({
+    lines: [],
+    transactionType,
+});
+exports.getEmptyCreateTransactionLocalData = getEmptyCreateTransactionLocalData;
+const getInitialCreateTransactionLocalDataByType = () => createTransactionState_1.ALL_CREATABLE_TRANSACTION_TYPES.reduce((acc, transactionType) => {
+    acc[transactionType] =
+        (0, exports.getEmptyCreateTransactionLocalData)(transactionType);
+    return acc;
+}, {});
+exports.getInitialCreateTransactionLocalDataByType = getInitialCreateTransactionLocalDataByType;
+/**
+ * The payment_type the backend insists on for some types: a check needs `check`, and a
+ * credit_card_credit (sent as expense + is_credit) needs a card type -- qbo_purchase.py raises
+ * without them.
+ */
+const SEEDED_PAYMENT_TYPE = {
+    check: 'check',
+    credit_card_credit: 'credit_card',
+};
+/**
+ * What the form opens with: a blank copy plus today's date, the default line set, and the
+ * payment_type the backend insists on for the type.
+ */
+const getSeededCreateTransactionLocalData = (transactionType) => ({
+    ...(0, exports.getEmptyCreateTransactionLocalData)(transactionType),
+    lines: (0, exports.getDefaultCreateTransactionLines)(transactionType),
+    paymentType: SEEDED_PAYMENT_TYPE[transactionType],
+    transactionDate: (0, zeniDayJS_1.dateNow)(),
+});
+exports.getSeededCreateTransactionLocalData = getSeededCreateTransactionLocalData;
+/**
+ * Merges a partial edit into the working copy. Lines are replaced wholesale when present --
+ * a partial line array would silently truncate the form.
+ */
+const mergeCreateTransactionLocalData = (current, update) => ({
+    ...current,
+    ...update,
+    lines: update.lines ?? current.lines,
+    // The type is keyed by the slice, never edited through a merge.
+    transactionType: current.transactionType,
+});
+exports.mergeCreateTransactionLocalData = mergeCreateTransactionLocalData;
+/**
+ * A user edit to a prefilled account or class makes it theirs, so its flag is dropped and a
+ * later vendor switch no longer clears it.
+ */
+const updateCreateTransactionLine = (lines, lineId, update) => lines.map((line) => line.id === lineId
+    ? {
+        ...line,
+        ...update,
+        id: line.id,
+        isAccountPreFilled: 'accountQboId' in update ? undefined : line.isAccountPreFilled,
+        isClassPreFilled: 'classId' in update ? undefined : line.isClassPreFilled,
+    }
+    : line);
+exports.updateCreateTransactionLine = updateCreateTransactionLine;
+/**
+ * Recommendation -> RecommendationWithCOT. Chain-of-thought and recommendation feedback both
+ * need an existing transaction, so cot/reasoning are empty here by design; the dropdown only
+ * needs the entities to build its "Recommended" group.
+ */
+const toRecommendationsWithCOT = (recommendations) => recommendations.map((recommendation) => ({
+    account: recommendation.account != null
+        ? { ...recommendation.account, cot: [], reasoning: '' }
+        : undefined,
+    class: recommendation.class != null
+        ? { ...recommendation.class, cot: [], reasoning: '' }
+        : undefined,
+    vendor: recommendation.vendor != null
+        ? { ...recommendation.vendor, cot: [], reasoning: '' }
+        : undefined,
+}));
+exports.toRecommendationsWithCOT = toRecommendationsWithCOT;
+/**
+ * Applies a vendor's recommendations to one line: always refreshes the dropdown's "Recommended"
+ * group, but only prefills account/class when the field is still empty. Callers switching
+ * vendors clear the previous prefill first, so "empty" includes what the last vendor filled. Anything the user
+ * picked wins -- this follows the transaction-categorization helper, which prefills, rather
+ * than the detail-page helper, which only suggests.
+ */
+const applyRecommendationsToCreateTransactionLine = (line, recommendations, isAccountingClassesEnabled) => {
+    const top = recommendations[0];
+    const updated = {
+        ...line,
+        recommendationsWithCOT: (0, exports.toRecommendationsWithCOT)(recommendations),
+    };
+    if (line.accountQboId == null && top?.account?.qboId != null) {
+        updated.accountQboId = top.account.qboId;
+        updated.accountName = top.account.accountName;
+        updated.isAccountPreFilled = true;
+    }
+    if (isAccountingClassesEnabled &&
+        line.classId == null &&
+        top?.class?.classId != null) {
+        updated.classId = top.class.classId;
+        updated.className = top.class.className;
+        updated.isClassPreFilled = true;
+    }
+    return updated;
+};
+exports.applyRecommendationsToCreateTransactionLine = applyRecommendationsToCreateTransactionLine;
+/**
+ * Undoes a prefill when the vendor is cleared. Only the fields the prefill wrote are removed --
+ * the per-field flags are what make the user's own choices distinguishable from ours, which is
+ * why they are not a single line-level boolean: a hand-picked account alongside a prefilled
+ * class is an ordinary state, and clearing must not take the account with it.
+ */
+const clearRecommendationsFromCreateTransactionLine = (line) => {
+    const cleared = {
+        ...line,
+        recommendationsWithCOT: undefined,
+    };
+    if (line.isAccountPreFilled === true) {
+        cleared.accountQboId = undefined;
+        cleared.accountName = undefined;
+        cleared.isAccountPreFilled = undefined;
+    }
+    if (line.isClassPreFilled === true) {
+        cleared.classId = undefined;
+        cleared.className = undefined;
+        cleared.isClassPreFilled = undefined;
+    }
+    return cleared;
+};
+exports.clearRecommendationsFromCreateTransactionLine = clearRecommendationsFromCreateTransactionLine;

package/lib/view/transactionDetail/createTransaction/createTransactionPayload.d.ts

@@ -0,0 +1,95 @@
+import { ID } from '../../../commonStateTypes/common';
+import { ProjectBasePayload } from '../../../entity/project/projectPayload';
+import { TransactionPayload } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { RootState } from '../../../rootStateTypes';
+import { CreateTransactionLocalData } from './createTransactionState';
+/**
+ * Wire types for POST /1.0/transactions/manage.
+ *
+ * Two things here are easy to get wrong and are deliberately explicit:
+ *
+ * 1. `line_detail_type` is snake_case. The PascalCase strings in the backend are Python
+ *    constant NAMES; ZENI_LINE_DETAIL_TYPE_TO_QBO_LINE_DETAIL_TYPE_MAP converts them for the
+ *    body the backend sends on to QuickBooks, never for ours.
+ * 2. The reference number uses two different keys depending on the QBO entity. check and
+ *    expense are Purchases and take `document_number`; everything else takes `document_id`.
+ */
+export interface CreateTransactionAccountPayload {
+    qbo_id: ID;
+    account_name?: string;
+}
+export interface CreateTransactionLineDetailPayload {
+    account?: CreateTransactionAccountPayload;
+    class?: Record<string, never> | {
+        qbo_id: ID;
+    };
+    /**
+     * journal_entry only, and it MUST sit inside line_detail. The write validator's docstring
+     * warns that a misplaced posting_type is silently dropped and then rejected by QBO.
+     */
+    posting_type?: 'credit' | 'debit';
+    /** Same shape the transaction update sends on a vendor line. */
+    project?: ProjectBasePayload;
+    vendor?: {
+        qbo_id: ID;
+    };
+}
+export interface CreateTransactionLinePayload {
+    amount: number;
+    line_detail: CreateTransactionLineDetailPayload;
+    line_detail_type: 'account_based_expense_line_detail' | 'item_based_expense_line_detail' | 'journal_entry_line_detail';
+    line_description?: string;
+}
+export interface CreateTransactionRemitToAddressPayload {
+    city?: string;
+    country?: string;
+    line1?: string;
+    postal_code?: string;
+    state?: string;
+}
+export interface CreateTransactionRequest extends Record<string, unknown> {
+    transaction_date: string;
+    transaction_type: string;
+    /** journal_entry reference number. */
+    document_id?: string;
+    /** check / credit_card_credit reference number (QBO Purchase). */
+    document_number?: string;
+    from_account_id?: ID;
+    /** credit_card_credit is modelled as a Purchase with Credit: true. */
+    is_credit?: boolean;
+    lines?: CreateTransactionLinePayload[];
+    payment_type?: string;
+    print_status?: string;
+    qbo_account_id?: ID;
+    remit_to_address?: CreateTransactionRemitToAddressPayload;
+    to_account_id?: ID;
+    total_amount?: number;
+    transaction_memo?: string;
+    vendor_id?: ID;
+}
+/**
+ * The create endpoint writes to QBO and returns the created entity; Zeni's own mirror is
+ * populated by the delta sync that runs afterwards, so this response is the only view of the
+ * new transaction the client gets immediately.
+ */
+export interface CreateTransactionPayload {
+    transactions: TransactionPayload[];
+}
+export type CreateTransactionResponse = ZeniAPIResponse<CreateTransactionPayload>;
+/**
+ * Thrown when a picked id has no QBO id to send. Sending the Zeni id instead would reach QBO as
+ * an unknown reference and come back as an opaque error, so the create is stopped here and the
+ * epic shows this message instead.
+ */
+export declare class UnresolvedCreateTransactionIdError extends Error {
+}
+/**
+ * Builds the request body for one transaction type. One branch per type rather than a shared
+ * body with optional keys, because the types genuinely diverge -- transfer carries no lines at
+ * all, and journal_entry carries no header account.
+ *
+ * Throws UnresolvedCreateTransactionIdError when a picked vendor (header or journal entry line),
+ * class or transfer account has no QBO id.
+ */
+export declare const prepareCreateTransactionPayload: (state: RootState, localData: CreateTransactionLocalData) => CreateTransactionRequest;