@zeniai/client-epic-state 5.3.19 → 5.3.21-beta0KB

package/lib/esm/view/financeStatement/financeStatementSelector.js

@@ -161,6 +161,23 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         default:
             break;
     }
+    let customDateRangeByTimeframe;
+    switch (financeStatementState.selectedReportId) {
+        case 'profit_and_loss':
+            customDateRangeByTimeframe =
+                profitAndLossState.pandL.customDateRangeByTimeframe;
+            break;
+        case 'balance_sheet':
+            customDateRangeByTimeframe =
+                balanceSheetState.customDateRangeByTimeframe;
+            break;
+        case 'cash_flow':
+            customDateRangeByTimeframe = cashFlowState.customDateRangeByTimeframe;
+            break;
+        default:
+            break;
+    }
+    const selectedReportCustomDateRange = customDateRangeByTimeframe?.[financeStatementState.timeframe];
     return {
         reportId: 'finance_statement',
         reportTitle: '',
@@ -170,6 +187,7 @@ export const getFinanceStatement = createSelector((state) => state.accountState,
         allTimeframeTicks,
         balancesInTimeframe,
         selectedReportAndTimeframeFetchState,
+        selectedReportCustomDateRange,
         displayOrder: financeStatementState.displayOrder,
         reportFormat: financeStatementState.reportFormat,
         firstMonthOfFY,

package/lib/esm/view/profitAndLoss/profitAndLossForTimeframeEpic.js

@@ -1,12 +1,16 @@
 import { from, of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, groupBy, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCalculatedSectionAccountsView, updateSectionAccountsView, } from '../../entity/sectionAccountsView/sectionAccountsViewReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { fetchProfitAndLossForTimeframe, updateProfitAndLossForTimeframe, updateProfitAndLossForTimeframeFailure, } from './profitAndLossReducer';
 export const reportIdUniqueKey = (forecastId) => forecastId != null
     ? `profit_and_loss+${forecastId}`
     : 'profit_and_loss';
-export const fetchProfitAndLossForTimeframeEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchProfitAndLossForTimeframe.match), mergeMap((action) => {
+export const fetchProfitAndLossForTimeframeEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchProfitAndLossForTimeframe.match), 
+// One stream per timeframe: a newer request for the same timeframe (e.g. a
+// custom-date-range change, or a dated fetch right after a default one)
+// cancels the older in-flight request so a stale response can't land last.
+groupBy((action) => `${action.payload.forecastId ?? ''}_${action.payload.timeframe}`), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const getTimeSeriesGroup = (timeframe) => {
         switch (timeframe) {
             case 'month':
@@ -25,7 +29,8 @@ export const fetchProfitAndLossForTimeframeEpic = (actions$, _, zeniAPI) => acti
         queryValue.forecast_id = action.payload.forecastId;
         queryValue.is_forecast_vs_actual = true;
     }
-    if (action.payload.startDate != null && action.payload.endDate != null) {
+    if (action.payload.startDate != null &&
+        action.payload.endDate != null) {
         queryValue.custom_start_date = action.payload.startDate;
         queryValue.custom_end_date = action.payload.endDate;
     }
@@ -55,4 +60,4 @@ export const fetchProfitAndLossForTimeframeEpic = (actions$, _, zeniAPI) => acti
             return of(updateProfitAndLossForTimeframeFailure(response.status, action.payload.forecastId, action.payload.timeframe));
         }
     }), catchError((error) => of(updateProfitAndLossForTimeframeFailure(createZeniAPIStatus('Unexpected Error', 'P&L REST API call errored out' + JSON.stringify(error)), action.payload.forecastId, action.payload.timeframe))));
-}));
+}))));

package/lib/esm/view/profitAndLoss/profitAndLossReducer.js

@@ -1,5 +1,6 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { mapReportPayloadV2ToReportV2 } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { withFetchedCustomDateRange } from '../../commonStateTypes/coaBalance/coaBalance';
 import { clearAll } from '../../rootActions';
 export const initialPandLState = {
     bookCloseDate: undefined,
@@ -71,7 +72,10 @@ const profitAndLoss = createSlice({
                     fetchState: 'In-Progress',
                     error: undefined,
                 };
-                updateState(draft, action.payload.forecastId, { fetchState });
+                updateState(draft, action.payload.forecastId, {
+                    fetchState,
+                    customDateRangeByTimeframe: withFetchedCustomDateRange(pAndLState.customDateRangeByTimeframe, timeframe, action.payload.startDate, action.payload.endDate),
+                });
             },
         },
         updateProfitAndLossForTimeframe(draft, action) {

package/lib/esm/view/spendManagement/reimbursement/editRemiView/editRemiViewReducer.js

@@ -30,8 +30,13 @@ const editRemiView = createSlice({
                 };
             },
         },
-        indicateReadyToInitializeRemiLocalStore() {
-            // do nothing
+        indicateReadyToInitializeRemiLocalStore: {
+            reducer() {
+                // do nothing
+            },
+            prepare(reimbursementId) {
+                return { payload: { reimbursementId } };
+            },
         },
         fetchRecommendationsAndUpdateMerchantRecommendations: {
             reducer() {
@@ -137,6 +142,21 @@ const editRemiView = createSlice({
                 return { payload: { reimbursementId } };
             },
         },
+        initializeRemiToLocalStoreFailure: {
+            reducer(draft, action) {
+                const { reimbursementId, error } = action.payload;
+                draft.editRemiStateById[reimbursementId] = {
+                    ...draft.editRemiStateById[reimbursementId],
+                    fetchStatus: {
+                        fetchState: 'Error',
+                        error,
+                    },
+                };
+            },
+            prepare(reimbursementId, error) {
+                return { payload: { reimbursementId, error } };
+            },
+        },
         saveRemiUpdatesToLocalStore(draft, action) {
             if (action.payload.reimbursementId != null) {
                 const reimbursementId = action.payload.reimbursementId;
@@ -387,7 +407,7 @@ const editRemiView = createSlice({
         });
     },
 });
-export const { fetchEditRemiDetailPage, fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, fetchRecommendationsAndUpdateMerchantRecommendations, saveRemiUpdatesToLocalStore, updatesPaymentToInLocalStore, discardRemiUpdatesInLocalStore, removeFileFromRemiUpdatesInLocalStore, saveRemiDetail, saveRemiSuccessOrFailure, parseReceiptsToRemi, fetchCurrencyConversionValue, updateReimbursementType, updateHomeCurrencyConversion, currencyConversionValueSuccessOrFailure, waitForRemiDetailThenInitializeLocalStore, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchant, updateAddRemiAutoFields, indicateReadyToInitializeRemiLocalStore, updateUploadFetchState, updateRecommendationInMerchant, updateTentativeMerchantNames, clearTentativeMerchantName, clearAddRemiAutoFields, } = editRemiView.actions;
+export const { fetchEditRemiDetailPage, fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, fetchRecommendationsAndUpdateMerchantRecommendations, saveRemiUpdatesToLocalStore, updatesPaymentToInLocalStore, discardRemiUpdatesInLocalStore, removeFileFromRemiUpdatesInLocalStore, saveRemiDetail, saveRemiSuccessOrFailure, parseReceiptsToRemi, fetchCurrencyConversionValue, updateReimbursementType, updateHomeCurrencyConversion, currencyConversionValueSuccessOrFailure, waitForRemiDetailThenInitializeLocalStore, initializeRemiToLocalStoreFailure, waitForMerchantRecommendationFetchThenUpdateRecommendationInMerchant, updateAddRemiAutoFields, indicateReadyToInitializeRemiLocalStore, updateUploadFetchState, updateRecommendationInMerchant, updateTentativeMerchantNames, clearTentativeMerchantName, clearAddRemiAutoFields, } = editRemiView.actions;
 export default editRemiView.reducer;
 const doUpdateRecommendationForEntity = (draft, lineId, recommendations, shouldAutofill, reimbursementId, reimbursementStageCode) => {
     if (reimbursementId != null) {

package/lib/esm/view/spendManagement/reimbursement/editRemiView/epics/fetchRemiAndInitializeLocalStoreEpic.js

@@ -1,8 +1,9 @@
 import recordGet from 'lodash/get';
-import { from } from 'rxjs';
-import { filter, mergeMap } from 'rxjs/operators';
-import { fetchRemiDetail, } from '../../remiDetailView/remiDetailViewReducer';
-import { fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, waitForRemiDetailThenInitializeLocalStore, } from '../editRemiViewReducer';
+import { from, merge } from 'rxjs';
+import { filter, map, mergeMap, take, takeUntil, takeWhile, } from 'rxjs/operators';
+import { clearAll } from '../../../../../rootActions';
+import { fetchRemiDetail, updateRemiDetailFetchState, } from '../../remiDetailView/remiDetailViewReducer';
+import { fetchRemiAndInitializeLocalStore, indicateReadyToInitializeRemiLocalStore, initializeRemiToLocalStore, initializeRemiToLocalStoreFailure, waitForRemiDetailThenInitializeLocalStore, } from '../editRemiViewReducer';
 export const fetchRemiAndInitializeLocalStoreEpic = (actions$, state$) => actions$.pipe(filter(fetchRemiAndInitializeLocalStore.match), mergeMap((action) => {
     const { reimbursementId, cacheOverride, isShowDeletedReimbursementEnabled, } = action.payload;
     const state = state$.value;
@@ -35,3 +36,15 @@ export const fetchRemiAndInitializeLocalStoreEpic = (actions$, state$) => action
     }
     return from(remiDetailActions);
 }));
+export const waitForRemiDetailThenInitializeLocalStoreEpic = (actions$) => actions$.pipe(filter(waitForRemiDetailThenInitializeLocalStore.match), mergeMap((action) => {
+    const { reimbursementId } = action.payload;
+    const ready$ = actions$.pipe(filter(indicateReadyToInitializeRemiLocalStore.match), filter((readyAction) => readyAction.payload.reimbursementId === reimbursementId), take(1), map(() => initializeRemiToLocalStore(reimbursementId)));
+    const failed$ = actions$.pipe(filter(updateRemiDetailFetchState.match), filter((fetchStateAction) => fetchStateAction.payload.reimbursementId === reimbursementId &&
+        fetchStateAction.payload.fetchState === 'Error'), map((fetchStateAction) => initializeRemiToLocalStoreFailure(reimbursementId, fetchStateAction.payload.error)));
+    const supersededOrCleared$ = actions$.pipe(filter((nextAction) => clearAll.match(nextAction) ||
+        (waitForRemiDetailThenInitializeLocalStore.match(nextAction) &&
+            nextAction.payload.reimbursementId === reimbursementId)));
+    // An Error does not end the wait: a newer request for the same id may still succeed.
+    // After an Error, supersededOrCleared$ is what ends it.
+    return merge(ready$, failed$).pipe(takeWhile((resultAction) => !initializeRemiToLocalStore.match(resultAction), true), takeUntil(supersededOrCleared$));
+}));

package/lib/esm/view/spendManagement/reimbursement/remiDetailView/epics/fetchRemiDetailEpic.js

@@ -75,7 +75,7 @@ export const fetchRemiDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                         }));
                     }
                 });
-                actions.push(indicateReadyToInitializeRemiLocalStore()); // add dummy action
+                actions.push(indicateReadyToInitializeRemiLocalStore(reimbursementId));
                 if (response.data.transaction?.lines != null &&
                     response.data.transaction.lines.length > 0) {
                     actions.push(fetchDuplicateReimbursement(response.data.transaction.created_by_user_id, false, response.data.transaction.transaction_id));

package/lib/esm/view/transactionDetail/createTransaction/epics/createTransactionEpic.js

@@ -52,15 +52,11 @@ exhaustMap((action) => {
             // the working copy on unmount instead.
             // Before the local-data init: it seeds the detail entry that init writes into.
             createTransactionSuccessOrFailure('Completed', newTransactionId),
+            // No success snackbar here: the screen raises it once pending attachments upload.
             initializeTransactionDetailLocalData({
                 transactionId: newTransactionId,
                 vendorId: created.vendor_id ?? undefined,
             }),
-            openSnackbar({
-                messageSection: 'create_transaction',
-                messageText: 'success',
-                type: 'success',
-            }),
         ]);
     }), catchError((error) => {
         const message = error instanceof UnresolvedCreateTransactionIdError

package/lib/esm/view/transactionList/fetchTransactionListByEntityEpic.js

@@ -2,6 +2,7 @@ import lodashGet from 'lodash/get';
 import { from, of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { toString } from '../../commonStateTypes/timePeriod';
+import { fromCustomerEntityId } from '../../entity/genericEntity/customerWithSubCustomersId';
 import { updateTransactions } from '../../entity/transaction/transactionReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { fetchEntityTransactionList, updateTransactionListByEntity, updateTransactionListByEntityFailure, } from './transactionListReducer';
@@ -13,12 +14,20 @@ export const fetchTransactionListByEntityEpic = (actions$, state$, zeniAPI) => a
     if (action.payload.cacheOverride === true ||
         entityTransactions == null ||
         entityTransactions.hasValidState() === false) {
+        // Customers tab rolled-up view: cached under its own id, sent as the customer id plus the flag
+        const { customerId: entityId, includeSubCustomers } = action.payload.entity.type === 'customer'
+            ? fromCustomerEntityId(action.payload.entity.id)
+            : {
+                customerId: action.payload.entity.id,
+                includeSubCustomers: false,
+            };
         const queryParam = {
             start_date: toString(action.payload.period.start),
             end_date: toString(action.payload.period.end),
             sort_by: 'create_time',
             sort_order: 'desc',
-            entity_id: action.payload.entity.id,
+            entity_id: entityId,
+            ...(includeSubCustomers ? { include_sub_customers: true } : {}),
             entity_name: action.payload.entity.name,
             entity_type: action.payload.entity.type,
             is_fetch_all_transactions: action.payload.isFetchAllTransactions === true
@@ -31,7 +40,7 @@ export const fetchTransactionListByEntityEpic = (actions$, state$, zeniAPI) => a
             if (isSuccessResponse(response) && response.data != null) {
                 const updateActions = [];
                 updateActions.push(updateTransactions(response.data.transactions, (value) => value.transaction_id));
-                updateActions.push(updateTransactionListByEntity(response.data));
+                updateActions.push(updateTransactionListByEntity(response.data, action.payload.entity.id));
                 return from(updateActions);
             }
             else {

package/lib/esm/view/transactionList/filterTransactionsByTimePeriod.js

@@ -0,0 +1,18 @@
+import { DEFAULT_DATE_FORMAT, toString, } from '../../commonStateTypes/timePeriod';
+/**
+ * Transaction lists are fetched and cached in month buckets: `splitPeriod`
+ * snaps the first bucket back to the 1st of the month, while the last bucket
+ * is fetched with the real end date. So a period that starts mid-month (e.g. a
+ * drill-down from the custom-date-range column "Jun 17-30 2026") pulls in the
+ * days before its start. Drop those so the list reconciles to the clicked
+ * figure. Periods starting on the 1st (every pre-existing caller) are returned
+ * untouched. Compares calendar days as `YYYY-MM-DD` strings so the viewer's
+ * timezone can't shift the boundary.
+ */
+export const filterTransactionsByTimePeriod = (transactions, period) => {
+    if (period.start.day === 1) {
+        return transactions;
+    }
+    const start = toString(period.start);
+    return transactions.filter((transaction) => transaction.date.format(DEFAULT_DATE_FORMAT) >= start);
+};

package/lib/esm/view/transactionList/transactionListByAccountSelector.js

@@ -2,6 +2,7 @@ import flatMap from 'lodash/flatMap';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSupportedTransactionById } from '../../entity/transaction/transactionSelector';
+import { filterTransactionsByTimePeriod } from './filterTransactionsByTimePeriod';
 import { splitPeriod } from './parallelFetchAccountTransactionListEpic';
 import { isAnyFetchCompleted, reduceFetchState, } from './reduceTransactionListFetchState';
 import { getAcKey, getAcTranKey, } from './transactionListState';
@@ -29,7 +30,7 @@ export const getTransactionListByAccount = (transactionState, transactionListSta
             }
             return value != null;
         });
-        transactions = orderBy(transactionsUnsorted, (value) => value.date.valueOf(), 'desc');
+        transactions = orderBy(filterTransactionsByTimePeriod(transactionsUnsorted, filterByTimePeriod), (value) => value.date.valueOf(), 'desc');
     }
     const key = getAcKey(accountId, accountType);
     const uiState = recordGet(transactionListState.byAccount.transactionListUIStateByAccountKey, key, {});

package/lib/esm/view/transactionList/transactionListByCategoryTypeSelector.js

@@ -2,6 +2,7 @@ import flatMap from 'lodash/flatMap';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSupportedTransactionById } from '../../entity/transaction/transactionSelector';
+import { filterTransactionsByTimePeriod } from './filterTransactionsByTimePeriod';
 import { splitPeriod } from './parallelFetchAccountTransactionListEpic';
 import { isAnyFetchCompleted, reduceFetchState, } from './reduceTransactionListFetchState';
 import { getCategoryTypeTranKey, } from './transactionListState';
@@ -26,7 +27,7 @@ export const getTransactionsListByCategoryType = (transactionState, transactionL
             }
             return value != null;
         });
-        transactions = orderBy(transactionsUnsorted, (value) => value.date.valueOf(), 'desc');
+        transactions = orderBy(filterTransactionsByTimePeriod(transactionsUnsorted, filterByTimePeriod), (value) => value.date.valueOf(), 'desc');
     }
     const uiState = transactionListState.byType[transactionCategoryType].transactionListUIState;
     return {

package/lib/esm/view/transactionList/transactionListByClassSelector.js

@@ -2,6 +2,7 @@ import flatMap from 'lodash/flatMap';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSupportedTransactionById } from '../../entity/transaction/transactionSelector';
+import { filterTransactionsByTimePeriod } from './filterTransactionsByTimePeriod';
 import { splitPeriod } from './parallelFetchAccountTransactionListEpic';
 import { isAnyFetchCompleted, reduceFetchState, } from './reduceTransactionListFetchState';
 import { getClassAcKey, getClassAcTranKey, } from './transactionListState';
@@ -29,7 +30,7 @@ export const getTransactionListByClass = (transactionState, transactionListState
             }
             return value != null;
         });
-        transactions = orderBy(transactionsUnsorted, (value) => value.date.valueOf(), 'desc');
+        transactions = orderBy(filterTransactionsByTimePeriod(transactionsUnsorted, filterByTimePeriod), (value) => value.date.valueOf(), 'desc');
     }
     const key = getClassAcKey(accountId, accountType, classId);
     const uiState = recordGet(transactionListState.byClass.transactionListUIStateByClassKey, key, {});

package/lib/esm/view/transactionList/transactionListByProjectSelector.js

@@ -2,6 +2,7 @@ import flatMap from 'lodash/flatMap';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSupportedTransactionById } from '../../entity/transaction/transactionSelector';
+import { filterTransactionsByTimePeriod } from './filterTransactionsByTimePeriod';
 import { splitPeriod } from './parallelFetchAccountTransactionListEpic';
 import { isAnyFetchCompleted, reduceFetchState, } from './reduceTransactionListFetchState';
 import { getProjectAcKey, getProjectAcTranKey, } from './transactionListState';
@@ -29,7 +30,7 @@ export const getTransactionListByProject = (transactionState, transactionListSta
             }
             return value != null;
         });
-        transactions = orderBy(transactionsUnsorted, (value) => value.date.valueOf(), 'desc');
+        transactions = orderBy(filterTransactionsByTimePeriod(transactionsUnsorted, filterByTimePeriod), (value) => value.date.valueOf(), 'desc');
     }
     const key = getProjectAcKey(accountId, accountType, projectId);
     const uiState = recordGet(transactionListState.byProject.transactionListUIStateByProjectKey, key, {});

package/lib/esm/view/transactionList/transactionListReducer.js

@@ -164,21 +164,30 @@ const transactionList = createSlice({
                 };
             },
         },
-        updateTransactionListByEntity(draft, action) {
-            const transactionIDs = action.payload.transactions.map((transactionPayload) => transactionPayload.transaction_id);
-            /* eslint-disable @typescript-eslint/no-non-null-assertion */
-            const entity = mapTransactionQueryMetaDataToEntity(action.payload.query);
-            const key = getEntityTranKey(entity, {
-                start: toAbsoluteDay(action.payload.query.start_date),
-                end: toAbsoluteDay(action.payload.query.end_date),
-            });
-            draft.byEntity.transactionListByEntityKey[key] = {
-                ...initialEntityTransactionState,
-                fetchState: 'Completed',
-                error: undefined,
-                entity: entity,
-                transactionIDs,
-            };
+        updateTransactionListByEntity: {
+            // `entityId`: the requested entity's id when it differs from the query's (a rolled-up customer)
+            prepare(payload, entityId) {
+                return { payload, meta: { entityId } };
+            },
+            reducer(draft, action) {
+                const transactionIDs = action.payload.transactions.map((transactionPayload) => transactionPayload.transaction_id);
+                /* eslint-disable @typescript-eslint/no-non-null-assertion */
+                const entity = {
+                    ...mapTransactionQueryMetaDataToEntity(action.payload.query),
+                    ...(action.meta.entityId != null && { id: action.meta.entityId }),
+                };
+                const key = getEntityTranKey(entity, {
+                    start: toAbsoluteDay(action.payload.query.start_date),
+                    end: toAbsoluteDay(action.payload.query.end_date),
+                });
+                draft.byEntity.transactionListByEntityKey[key] = {
+                    ...initialEntityTransactionState,
+                    fetchState: 'Completed',
+                    error: undefined,
+                    entity: entity,
+                    transactionIDs,
+                };
+            },
         },
         updateTransactionListByEntityFailure: {
             reducer(draft, action) {

package/lib/esm/view/trend/fetchIncomeTrendEpic.js

@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { toTimePeriod, } from '../../commonStateTypes/timeframeTick';
 import { getCustomerIncomeTrendKey } from '../../entity/customerIncome/customerIncomeTrendKey';
 import { updateCustomerIncomeTrend } from '../../entity/customerIncome/customerIncomeTrendReducer';
+import { fromCustomerEntityId } from '../../entity/genericEntity/customerWithSubCustomersId';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { date as zeniDate } from '../../zeniDayJS';
 import { fetchIncomeTrend, updateTrendFailure, updateTrendSuccess, } from './trendReducer';
@@ -25,11 +26,14 @@ switchMap((action) => {
             return of(updateTrendSuccess(requestedPeriod));
         }
     }
+    // The rolled-up view is cached under its own id; the API takes the customer id plus the flag
+    const { customerId: apiCustomerId, includeSubCustomers } = fromCustomerEntityId(customerId);
     const query = {
-        entity_id: customerId,
+        entity_id: apiCustomerId,
         entity_type: 'customer',
-        customer_id: customerId,
+        customer_id: apiCustomerId,
         customer_name: customerName,
+        ...(includeSubCustomers ? { include_sub_customers: true } : {}),
         ...(dateRange != null
             ? { start_date: dateRange.startDate, end_date: dateRange.endDate }
             : {}),

package/lib/index.d.ts

@@ -147,8 +147,8 @@ import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { TaskGroupState } from './entity/taskGroup/taskGroupState';
 import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
 import { DoSignInPayload, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, seedTenantSummary, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
-import { CurrentTenant, CurrentTenantIds, DEFAULT_RECEIPTS_EMAIL, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isCurrentTenantLoaded, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantLoaded, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
-import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
+import { CurrentTenant, CurrentTenantIds, DEFAULT_RECEIPTS_EMAIL, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantCustomersTabSettings, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isCurrentTenantLoaded, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantLoaded, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
+import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, CustomersTabSettingKey, CustomersTabSettings, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { toExternalSupportedTool } from './entity/tenant/tenantTypes';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
@@ -284,11 +284,11 @@ import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthReportTemplate
 import { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewFilters } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { CompanyTaskManagerSelectorView, TaskWithCompanyDetail, getCompanyTaskManagerView } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
 import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewState';
-import { CompanyProductServicesInput, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, updateCompanyProductServices, updateCompanyQboRealmId } from './view/companyView/companyViewReducer';
+import { CompanyProductServicesInput, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, updateCompanyProductServices, updateCompanyQboRealmId, updateCustomersTabSetting } from './view/companyView/companyViewReducer';
 import { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
 import { CompanyManagementView, getAddonListZeniSku, getCompanyManagementView, getCompanyProductServicesUpdateStatus, getCompanyQboRealmIdUpdateStatus, getPlanListZeniSku } from './view/companyView/selector/companyManagementViewSelector';
-import { CompanyPassportLocalStoreDataView, CompanyPassportView, getCompanyPassportLocalStoreData, getCompanyPassportView, isCompanyPassportDataToBeSaved } from './view/companyView/selector/companyPassportViewSelector';
+import { CompanyPassportLocalStoreDataView, CompanyPassportView, getCompanyPassportLocalStoreData, getCompanyPassportView, getIsCustomersTabSettingsUpdateInProgress, isCompanyPassportDataToBeSaved } from './view/companyView/selector/companyPassportViewSelector';
 import { CompanyPortfolioView, getCompanyPortfolioView, isInfiniteRunway } from './view/companyView/selector/companyPortfolioViewSelector';
 import { AllCockpitTabsView, getAllCockpitTabsFilterView } from './view/companyView/selector/getAllCockpitTabsFilterView';
 import { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, toCockpitTabsFileTypeStrict, toCockpitTabsIDStrict } from './view/companyView/types/cockpitTabsID';
@@ -754,7 +754,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorSpendTrendFilterTabType';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
-export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, CurrentTenantIds, TenantProductSettings, getTenantBaseById, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, isCurrentTenantLoaded, isTenantLoaded, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, seedTenantSummary, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, DEFAULT_RECEIPTS_EMAIL, getReceiptsEmail, };
+export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, CurrentTenantIds, TenantProductSettings, CustomersTabSettings, CustomersTabSettingKey, getTenantBaseById, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, isCurrentTenantLoaded, isTenantLoaded, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getTenantCustomersTabSettings, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, seedTenantSummary, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, DEFAULT_RECEIPTS_EMAIL, getReceiptsEmail, };
 export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
 export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
 export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
@@ -867,7 +867,7 @@ export { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, Filte
 export { CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStrict, toCockpitTabsFileTypeStrict, };
 export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueWithCode, isAllowedValueWithID, };
 export { ManagementUIState, PortfolioUIState };
-export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCompanyProductServices, CompanyProductServicesInput, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, UpdateActionType, CompanyPassportLocalStoreDataView, };
+export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, getIsCustomersTabSettingsUpdateInProgress, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCustomersTabSetting, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCompanyProductServices, CompanyProductServicesInput, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, UpdateActionType, CompanyPassportLocalStoreDataView, };
 export { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData, CompanyDetailsLocalData, PrimaryContactLocalData, CompanyOfficerLocalData, CompanyOfficerType, CompanyPassportLocalData, toCompanyPassportLocalData, };
 export type { CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, };
 export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
@@ -1276,7 +1276,8 @@ export type { ActualMatchingMatchId } from './entity/actualMatching/actualMatchi
 export type { SessionEndpointsLoader } from './sessionEndpointsLoader';
 export type { DisplayCurrencyFallback } from './entity/actualMatching/actualMatchingPayload';
 export { fetchCustomerSummaryDetail, fetchCustomerSummaryList, resetCustomerSummaryDetailUiState, saveCustomerSummaryDetail, updateCustomerAllTransactionsTabData, updateCustomerDetailSelectedTab, updateCustomerSummaryRevenueSelection, updateCustomerSummaryScrollYOffset, updateCustomerSummarySortUiState, updateCustomerTrendFilter, } from './view/customerSummaryView/customerSummaryViewReducer';
-export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';
+export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, getCustomersTabSettings, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';
 export type { CustomerSummaryDetailView } from './view/customerSummaryView/customerSummaryViewSelector';
 export { CUSTOMER_REVENUE_KEYS } from './view/customerSummaryView/customerSummaryViewState';
-export type { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerRevenueKey, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummaryDetailState, CustomerSummarySortKey, CustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewState';
+export type { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerRevenueKey, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummaryDetailState, CustomerSummaryFigures, CustomerSummaryReference, CustomerSummarySortKey, CustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewState';
+export { fromCustomerEntityId, toCustomerWithSubCustomersId, } from './entity/genericEntity/customerWithSubCustomersId';