@zeniai/client-epic-state 5.3.21-betaAK1 → 5.3.21

package/lib/view/companyView/companyViewReducer.js

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = exports.clearQboProjectsReconnectRequest = exports.requestQboProjectsReconnect = exports.updateAccountingProjectsEnabledFailure = exports.updateAccountingProjectsEnabledSuccess = exports.disableAccountingProjects = exports.resumeEnableAccountingProjects = exports.enableAccountingProjects = exports.updateCompanyQboRealmIdFailure = exports.updateCompanyQboRealmIdSuccess = exports.updateCompanyQboRealmId = exports.updateCompanyProductServicesFailure = exports.updateCompanyProductServicesSuccess = exports.updateCompanyProductServices = exports.updateAutoReviewIncomeWithoutCustomerFailure = exports.updateAutoReviewIncomeWithoutCustomerSuccess = exports.updateAutoReviewIncomeWithoutCustomer = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
-exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = void 0;
+exports.updateCapitalizationAccountThreshold = exports.clearQboProjectsReconnectRequest = exports.requestQboProjectsReconnect = exports.updateAccountingProjectsEnabledFailure = exports.updateAccountingProjectsEnabledSuccess = exports.disableAccountingProjects = exports.resumeEnableAccountingProjects = exports.enableAccountingProjects = exports.updateCompanyQboRealmIdFailure = exports.updateCompanyQboRealmIdSuccess = exports.updateCompanyQboRealmId = exports.updateCompanyProductServicesFailure = exports.updateCompanyProductServicesSuccess = exports.updateCompanyProductServices = exports.updateCustomersTabSettingFailure = exports.updateCustomersTabSettingSuccess = exports.updateCustomersTabSetting = exports.updateAutoReviewIncomeWithoutCustomerFailure = exports.updateAutoReviewIncomeWithoutCustomerSuccess = exports.updateAutoReviewIncomeWithoutCustomer = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
@@ -340,6 +340,31 @@ const companyView = (0, toolkit_1.createSlice)({
                 error: action.payload.status,
             };
         },
+        updateCustomersTabSetting: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.customersTabSettingsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId, setting, enabled, tenantId) {
+                return { payload: { companyId, enabled, setting, tenantId } };
+            },
+        },
+        updateCustomersTabSettingSuccess(draft) {
+            draft.passportView.customersTabSettingsUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCustomersTabSettingFailure(draft, action) {
+            draft.passportView.customersTabSettingsUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
         enableAccountingProjects: {
             reducer(draft, 
             // eslint-disable-next-line @typescript-eslint/no-unused-vars
@@ -784,5 +809,5 @@ const companyView = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateAutoReviewIncomeWithoutCustomer = _a.updateAutoReviewIncomeWithoutCustomer, exports.updateAutoReviewIncomeWithoutCustomerSuccess = _a.updateAutoReviewIncomeWithoutCustomerSuccess, exports.updateAutoReviewIncomeWithoutCustomerFailure = _a.updateAutoReviewIncomeWithoutCustomerFailure, exports.updateCompanyProductServices = _a.updateCompanyProductServices, exports.updateCompanyProductServicesSuccess = _a.updateCompanyProductServicesSuccess, exports.updateCompanyProductServicesFailure = _a.updateCompanyProductServicesFailure, exports.updateCompanyQboRealmId = _a.updateCompanyQboRealmId, exports.updateCompanyQboRealmIdSuccess = _a.updateCompanyQboRealmIdSuccess, exports.updateCompanyQboRealmIdFailure = _a.updateCompanyQboRealmIdFailure, exports.enableAccountingProjects = _a.enableAccountingProjects, exports.resumeEnableAccountingProjects = _a.resumeEnableAccountingProjects, exports.disableAccountingProjects = _a.disableAccountingProjects, exports.updateAccountingProjectsEnabledSuccess = _a.updateAccountingProjectsEnabledSuccess, exports.updateAccountingProjectsEnabledFailure = _a.updateAccountingProjectsEnabledFailure, exports.requestQboProjectsReconnect = _a.requestQboProjectsReconnect, exports.clearQboProjectsReconnectRequest = _a.clearQboProjectsReconnectRequest, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateAutoReviewIncomeWithoutCustomer = _a.updateAutoReviewIncomeWithoutCustomer, exports.updateAutoReviewIncomeWithoutCustomerSuccess = _a.updateAutoReviewIncomeWithoutCustomerSuccess, exports.updateAutoReviewIncomeWithoutCustomerFailure = _a.updateAutoReviewIncomeWithoutCustomerFailure, exports.updateCustomersTabSetting = _a.updateCustomersTabSetting, exports.updateCustomersTabSettingSuccess = _a.updateCustomersTabSettingSuccess, exports.updateCustomersTabSettingFailure = _a.updateCustomersTabSettingFailure, exports.updateCompanyProductServices = _a.updateCompanyProductServices, exports.updateCompanyProductServicesSuccess = _a.updateCompanyProductServicesSuccess, exports.updateCompanyProductServicesFailure = _a.updateCompanyProductServicesFailure, exports.updateCompanyQboRealmId = _a.updateCompanyQboRealmId, exports.updateCompanyQboRealmIdSuccess = _a.updateCompanyQboRealmIdSuccess, exports.updateCompanyQboRealmIdFailure = _a.updateCompanyQboRealmIdFailure, exports.enableAccountingProjects = _a.enableAccountingProjects, exports.resumeEnableAccountingProjects = _a.resumeEnableAccountingProjects, exports.disableAccountingProjects = _a.disableAccountingProjects, exports.updateAccountingProjectsEnabledSuccess = _a.updateAccountingProjectsEnabledSuccess, exports.updateAccountingProjectsEnabledFailure = _a.updateAccountingProjectsEnabledFailure, exports.requestQboProjectsReconnect = _a.requestQboProjectsReconnect, exports.clearQboProjectsReconnectRequest = _a.clearQboProjectsReconnectRequest, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/companyPassport/updateCustomersTabSettingEpic.d.ts

@@ -0,0 +1,11 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCustomersTabSetting } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../rootStateTypes';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { updateCustomersTabSetting, updateCustomersTabSettingFailure, updateCustomersTabSettingSuccess } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantCustomersTabSetting> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCustomersTabSetting> | ReturnType<typeof updateCustomersTabSettingSuccess> | ReturnType<typeof updateCustomersTabSettingFailure>;
+/** Settings › Accounting › Customers: save one Customers tab setting (accounting_config is deep-merged). */
+export declare const updateCustomersTabSettingEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyView/epic/companyPassport/updateCustomersTabSettingEpic.js

@@ -0,0 +1,51 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCustomersTabSettingEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantPayload_1 = require("../../../../entity/tenant/tenantPayload");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const failureActions = (status) => [
+    (0, companyViewReducer_1.updateCustomersTabSettingFailure)({ status }),
+    (0, snackbarReducer_1.openSnackbar)({
+        messageSection: 'customers_tab_settings_update',
+        messageText: 'failed',
+        type: 'error',
+    }),
+];
+/** Settings › Accounting › Customers: save one Customers tab setting (accounting_config is deep-merged). */
+const updateCustomersTabSettingEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCustomersTabSetting.match), 
+// The two settings are separate keys: a quick second toggle mustn't cancel the first save
+(0, operators_1.mergeMap)((action) => {
+    const { companyId, enabled, setting, tenantId } = action.payload;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, {
+        accounting_config: {
+            customers: { [tenantPayload_1.CUSTOMERS_TAB_SETTING_API_KEYS[setting]]: enabled },
+        },
+    })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        const companies = response.data?.companies ?? [];
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || companies.length === 0) {
+            return (0, rxjs_1.from)(failureActions(response.status));
+        }
+        return (0, rxjs_1.from)([
+            (0, companyReducer_1.updateCompanies)({ payload: companies, schema: {} }),
+            (0, tenantReducer_1.updateTenantCustomersTabSetting)({ enabled, setting, tenantId }),
+            (0, companyViewReducer_1.updateCustomersTabSettingSuccess)(),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'customers_tab_settings_update',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)(failureActions((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Update Customers tab setting errored out: ' +
+        (error instanceof Error
+            ? error.message
+            : JSON.stringify(error)))))));
+}));
+exports.updateCustomersTabSettingEpic = updateCustomersTabSettingEpic;

package/lib/view/companyView/selector/companyPassportViewSelector.d.ts

@@ -34,3 +34,4 @@ export interface CompanyPassportLocalStoreDataView {
 export declare const getCompanyPassportView: (state: RootState) => CompanyPassportView;
 export declare function getCompanyPassportLocalStoreData(state: RootState): CompanyPassportLocalStoreDataView;
 export declare const isCompanyPassportDataToBeSaved: (companyLocalStoreData: CompanyPassportLocalStoreDataView, companyView: CompanyView, companyFiles: File[]) => boolean;
+export declare const getIsCustomersTabSettingsUpdateInProgress: (state: RootState) => boolean;

package/lib/view/companyView/selector/companyPassportViewSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isCompanyPassportDataToBeSaved = exports.getCompanyPassportView = void 0;
+exports.getIsCustomersTabSettingsUpdateInProgress = exports.isCompanyPassportDataToBeSaved = exports.getCompanyPassportView = void 0;
 exports.getCompanyPassportLocalStoreData = getCompanyPassportLocalStoreData;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
@@ -161,3 +161,6 @@ const isCompanyPassportDataToBeSaved = (companyLocalStoreData, companyView, comp
     return isCompanyDataUpdated;
 };
 exports.isCompanyPassportDataToBeSaved = isCompanyPassportDataToBeSaved;
+const getIsCustomersTabSettingsUpdateInProgress = (state) => state.companyViewState.passportView.customersTabSettingsUpdateStatus
+    .fetchState === 'In-Progress';
+exports.getIsCustomersTabSettingsUpdateInProgress = getIsCustomersTabSettingsUpdateInProgress;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts

@@ -16,6 +16,7 @@ export interface CompanyPassportViewState extends CommonState, FetchedState {
         updateStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
     }>;
+    customersTabSettingsUpdateStatus: FetchStateAndError;
     needsQboProjectsReconnect: boolean;
     primaryContact: {
         updateStatus: FetchStateAndError;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -20,6 +20,10 @@ exports.initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    customersTabSettingsUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     needsQboProjectsReconnect: false,
     companyDetails: {
         localData: undefined,

package/lib/view/customerSummaryView/customerSummaryViewPayload.d.ts

@@ -1,4 +1,5 @@
 import { ZeniAPIResponse } from '../../responsePayload';
+import { CustomerRevenueKey } from './customerSummaryViewState';
 export interface CustomerSummaryRevenuePayload {
     last_3_months_revenue?: number;
     last_6_months_revenue?: number;
@@ -9,7 +10,17 @@ export interface CustomerSummaryRevenuePayload {
     previous_year_revenue?: number;
     year_to_date_revenue?: number;
 }
-export interface CustomerSummaryPayload extends CustomerSummaryRevenuePayload {
+interface CustomerSummaryReferencePayload {
+    customer_id: string;
+    customer_name?: string;
+}
+/** Details: the figures over the customer and its active sub-customers and projects. */
+export type CustomerSummaryTotalsPayload = {
+    [Key in CustomerRevenueKey as `total_${Key}`]?: number;
+} & {
+    total_balance?: number;
+};
+export interface CustomerSummaryPayload extends CustomerSummaryRevenuePayload, CustomerSummaryTotalsPayload {
     customer_id: string;
     account?: {
         account_id: string;
@@ -23,6 +34,13 @@ export interface CustomerSummaryPayload extends CustomerSummaryRevenuePayload {
     currency_code?: string | null;
     currency_symbol?: string | null;
     customer_name?: string;
+    /** Details only: the top-level customer and every active descendant, with own and total figures. */
+    family_tree?: CustomerSummaryPayload[];
+    has_children?: boolean;
+    is_project?: boolean;
+    is_sub_customer?: boolean;
+    parent_customer_id?: string | null;
+    parent_path?: CustomerSummaryReferencePayload[];
     qbo_id?: string;
 }
 export interface CustomerSummaryListPayload {
@@ -36,3 +54,4 @@ export type CustomerSummaryListResponse = ZeniAPIResponse<CustomerSummaryListPay
 export type CustomerSummaryDetailResponse = ZeniAPIResponse<{
     customers: CustomerSummaryPayload[];
 }>;
+export {};

package/lib/view/customerSummaryView/customerSummaryViewReducer.d.ts

@@ -1,5 +1,6 @@
 import { FetchState } from '../../commonStateTypes/common';
 import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { CustomersTabSettings } from '../../entity/tenant/tenantState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { CustomerSummaryListResponse, CustomerSummaryPayload } from './customerSummaryViewPayload';
 import { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummarySortKey, CustomerSummaryViewState } from './customerSummaryViewState';
@@ -9,9 +10,10 @@ export declare const fetchCustomerSummaryList: import("@reduxjs/toolkit").Action
     keepExistingListItems: boolean;
     pageToken: PageToken;
     searchString: any;
-}, "customerSummaryView/fetchCustomerSummaryList", never, never>, updateCustomerSummaryList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[response: CustomerSummaryListResponse, keepExistingListItems: boolean], {
+}, "customerSummaryView/fetchCustomerSummaryList", never, never>, updateCustomerSummaryList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[response: CustomerSummaryListResponse, keepExistingListItems: boolean, settings: CustomersTabSettings], {
     keepExistingListItems: boolean;
     response: CustomerSummaryListResponse;
+    settings: CustomersTabSettings;
 }, "customerSummaryView/updateCustomerSummaryList", never, never>, updateCustomerSummaryListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "customerSummaryView/updateCustomerSummaryListFailure">, updateCustomerSummarySortUiState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[sortKey: CustomerSummarySortKey, sortOrder: "ascending" | "descending"], {
     sortKey: CustomerSummarySortKey;
     sortOrder: "ascending" | "descending";

package/lib/view/customerSummaryView/customerSummaryViewReducer.js

@@ -1,8 +1,13 @@
 "use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.resetCustomerSummaryDetailUiState = exports.updateCustomerTrendFilter = exports.updateCustomerAllTransactionsTabData = exports.updateCustomerDetailSelectedTab = exports.updateCustomerSummarySaveState = exports.saveCustomerSummaryDetail = exports.updateCustomerSummaryDetailFailure = exports.updateCustomerSummaryDetail = exports.fetchCustomerSummaryDetail = exports.updateCustomerSummaryScrollYOffset = exports.updateCustomerSummaryRevenueSelection = exports.updateCustomerSummarySortUiState = exports.updateCustomerSummaryListFailure = exports.updateCustomerSummaryList = exports.fetchCustomerSummaryList = exports.toCustomerSummary = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const isEqual_1 = __importDefault(require("lodash/isEqual"));
+const tenantReducer_1 = require("../../entity/tenant/tenantReducer");
 const rootActions_1 = require("../../rootActions");
 const customerSummaryViewState_1 = require("./customerSummaryViewState");
 exports.initialState = {
@@ -24,6 +29,9 @@ exports.initialState = {
     detailCustomerId: undefined,
     error: undefined,
 };
+const toReference = (payload) => payload != null
+    ? { id: payload.customer_id, name: payload.customer_name ?? '' }
+    : undefined;
 const toCustomerSummary = (payload) => ({
     id: payload.customer_id,
     qboId: payload.qbo_id ?? undefined,
@@ -32,6 +40,22 @@ const toCustomerSummary = (payload) => ({
     currencyCode: payload.currency_code ?? undefined,
     currencySymbol: payload.currency_symbol ?? undefined,
     revenue: Object.fromEntries(customerSummaryViewState_1.CUSTOMER_REVENUE_KEYS.map((key) => [key, payload[key] ?? 0])),
+    hasChildren: payload.has_children === true,
+    isProject: payload.is_project === true,
+    isSubCustomer: payload.is_sub_customer === true,
+    parentId: payload.parent_customer_id ?? undefined,
+    parentPath: (payload.parent_path ?? []).flatMap((parent) => toReference(parent) ?? []),
+    familyTree: payload.family_tree?.map(exports.toCustomerSummary),
+    // Only the details response carries them
+    totals: payload.total_balance != null
+        ? {
+            balance: payload.total_balance,
+            revenue: Object.fromEntries(customerSummaryViewState_1.CUSTOMER_REVENUE_KEYS.map((key) => [
+                key,
+                payload[`total_${key}`] ?? 0,
+            ])),
+        }
+        : undefined,
     account: payload.account?.account_id != null
         ? {
             id: payload.account.account_id,
@@ -78,11 +102,16 @@ const customerSummaryView = (0, toolkit_1.createSlice)({
             },
         },
         updateCustomerSummaryList: {
-            prepare(response, keepExistingListItems) {
-                return { payload: { keepExistingListItems, response } };
+            prepare(response, keepExistingListItems, settings) {
+                return { payload: { keepExistingListItems, response, settings } };
             },
             reducer(draft, action) {
-                const { response, keepExistingListItems } = action.payload;
+                const { response, keepExistingListItems, settings } = action.payload;
+                // A next page fetched under other settings than the listed rows: drop it, the list refetches
+                if (keepExistingListItems && !(0, isEqual_1.default)(draft.listSettings, settings)) {
+                    return;
+                }
+                draft.listSettings = settings;
                 const customers = (response.data?.customers ?? []).map(exports.toCustomerSummary);
                 const existingIds = new Set(draft.customers.map(({ id }) => id));
                 draft.customers = keepExistingListItems
@@ -131,12 +160,13 @@ const customerSummaryView = (0, toolkit_1.createSlice)({
                 detail.customer = (0, exports.toCustomerSummary)(action.payload.customer);
                 detail.fetchState = 'Completed';
                 // Keep the list row in sync after an edit.
+                const { account, accountingClass } = detail.customer;
                 const index = draft.customers.findIndex(({ id }) => id === action.payload.customerId);
                 if (index >= 0) {
                     draft.customers[index] = {
                         ...draft.customers[index],
-                        account: detail.customer.account,
-                        accountingClass: detail.customer.accountingClass,
+                        account,
+                        accountingClass,
                     };
                 }
             },
@@ -193,8 +223,14 @@ const customerSummaryView = (0, toolkit_1.createSlice)({
         },
     },
     extraReducers: (builder) => {
-        builder.addCase(rootActions_1.clearAll, (draft) => {
+        builder
+            .addCase(rootActions_1.clearAll, (draft) => {
             Object.assign(draft, exports.initialState);
+        })
+            // Totals on / off switch the detail page's All transactions tab to another entity: restart its window.
+            // (The list refetches through `getCustomerSummaryList`; the details carry both figures.)
+            .addCase(tenantReducer_1.updateTenantCustomersTabSetting, (draft) => {
+            draft.allTransactionsTabData = undefined;
         });
     },
 });

package/lib/view/customerSummaryView/customerSummaryViewSelector.d.ts

@@ -1,17 +1,29 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
 import { ID } from '../../commonStateTypes/common';
+import { CustomersTabSettings } from '../../entity/tenant/tenantState';
 import { RoleMap } from '../../entity/userRole/userRoleType';
 import { VendorSpendTrendFilterTabType } from '../../entity/vendorExpense/vendorSpendTrendFilterTabType';
 import { RootState } from '../../rootStateTypes';
-import { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerSummaryDetailState, CustomerSummaryViewState } from './customerSummaryViewState';
+import { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerSummaryDetailState, CustomerSummaryFigures, CustomerSummaryViewState } from './customerSummaryViewState';
 export interface CustomerSummaryDetailView extends CustomerSummaryDetailState {
     accountsHierarchyList: NestedAccountHierarchyForReport[];
     classHierarchyList: NestedClassHierarchyForReport[];
+    /**
+     * The tenant includes sub-customers and projects in totals, and the details (once loaded) carry them: the
+     * figures, trend and transactions all cover them. Otherwise all of them are the customer's own.
+     */
+    includesSubCustomers: boolean;
     isAccountingClassesEnabled: boolean;
     /** Account (and, with classes on, class) list still loading: the pickers would show raw ids. */
     isReferenceDataLoading: boolean;
+    /** The trend / transactions entity id: the rolled-up view's id when `includesSubCustomers`. */
+    trendEntityId: ID;
+    /** The figures on show (see `includesSubCustomers`); undefined until the details load. */
+    figures?: CustomerSummaryFigures;
 }
+export declare const getCustomersTabSettings: (state: RootState) => CustomersTabSettings;
+/** Rows fetched under other Customers tab settings (however those changed) read as not fetched yet. */
 export declare const getCustomerSummaryList: (state: RootState) => CustomerSummaryViewState;
 export declare const getCustomerSummaryDetail: (state: RootState, customerId: ID) => CustomerSummaryDetailView;
 export declare const getCustomerSummarySelectedTabType: (state: RootState) => CustomerDetailTabType;

package/lib/view/customerSummaryView/customerSummaryViewSelector.js

@@ -1,8 +1,14 @@
 "use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isCustomersTabVisible = exports.getCustomerSummaryTrendFilter = exports.getCustomerSummaryAllTransactionsTabData = exports.getCustomerSummarySelectedTabType = exports.getCustomerSummaryDetail = exports.getCustomerSummaryList = void 0;
+exports.isCustomersTabVisible = exports.getCustomerSummaryTrendFilter = exports.getCustomerSummaryAllTransactionsTabData = exports.getCustomerSummarySelectedTabType = exports.getCustomerSummaryDetail = exports.getCustomerSummaryList = exports.getCustomersTabSettings = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const isEqual_1 = __importDefault(require("lodash/isEqual"));
+const customerWithSubCustomersId_1 = require("../../entity/genericEntity/customerWithSubCustomersId");
 const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const tenantState_1 = require("../../entity/tenant/tenantState");
 const accountListSelector_1 = require("../accountList/accountListSelector");
 const classListSelector_1 = require("../classList/classListSelector");
 const isLoadingFetchState = (fetchState) => fetchState === 'Not-Started' || fetchState === 'In-Progress';
@@ -10,17 +16,44 @@ const NOT_STARTED_DETAIL = {
     fetchState: 'Not-Started',
     saveState: 'Not-Started',
 };
-const getCustomerSummaryList = (state) => state.customerSummaryViewState;
-exports.getCustomerSummaryList = getCustomerSummaryList;
-exports.getCustomerSummaryDetail = (0, toolkit_1.createSelector)((state, customerId) => state.customerSummaryViewState.detailById[customerId], (state) => state.accountListState, (state) => state.classListState, tenantSelector_1.getIsAccountingClassesEnabled, (detail, accountListState, classListState, isAccountingClassesEnabled) => ({
-    ...(detail ?? NOT_STARTED_DETAIL),
-    accountsHierarchyList: (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList'),
-    classHierarchyList: (0, classListSelector_1.getNestedClassListHierarchy)(classListState),
-    isAccountingClassesEnabled,
-    isReferenceDataLoading: isLoadingFetchState(accountListState.byReportId.accountList.fetchState) ||
-        (isAccountingClassesEnabled &&
-            isLoadingFetchState(classListState.fetchState)),
-}));
+const getCustomersTabSettings = (state) => {
+    const { currentTenantId } = state.tenantState;
+    return ((currentTenantId != null
+        ? (0, tenantSelector_1.getTenantCustomersTabSettings)(state.tenantState, currentTenantId)
+        : undefined) ?? tenantState_1.DEFAULT_CUSTOMERS_TAB_SETTINGS);
+};
+exports.getCustomersTabSettings = getCustomersTabSettings;
+/** Rows fetched under other Customers tab settings (however those changed) read as not fetched yet. */
+exports.getCustomerSummaryList = (0, toolkit_1.createSelector)((state) => state.customerSummaryViewState, exports.getCustomersTabSettings, (view, settings) => view.listSettings == null || (0, isEqual_1.default)(view.listSettings, settings)
+    ? view
+    : {
+        ...view,
+        customers: [],
+        error: undefined,
+        fetchState: 'Not-Started',
+        totalCount: 0,
+        uiState: { ...view.uiState, pageToken: null, scrollYOffset: 0 },
+    });
+exports.getCustomerSummaryDetail = (0, toolkit_1.createSelector)((state, customerId) => state.customerSummaryViewState.detailById[customerId], (state) => state.accountListState, (state) => state.classListState, tenantSelector_1.getIsAccountingClassesEnabled, (state) => (0, exports.getCustomersTabSettings)(state).includeSubCustomersInTotals, (_state, customerId) => customerId, (detail, accountListState, classListState, isAccountingClassesEnabled, includeSubCustomersInTotals, customerId) => {
+    const customer = detail?.customer;
+    // Rolled up from the start (in parallel with the details); own figures if the details turn out to have no totals
+    const includesSubCustomers = includeSubCustomersInTotals &&
+        (customer == null || customer.totals != null);
+    return {
+        ...(detail ?? NOT_STARTED_DETAIL),
+        accountsHierarchyList: (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList'),
+        classHierarchyList: (0, classListSelector_1.getNestedClassListHierarchy)(classListState),
+        isAccountingClassesEnabled,
+        isReferenceDataLoading: isLoadingFetchState(accountListState.byReportId.accountList.fetchState) ||
+            (isAccountingClassesEnabled &&
+                isLoadingFetchState(classListState.fetchState)),
+        includesSubCustomers,
+        figures: includesSubCustomers ? customer?.totals : customer,
+        trendEntityId: includesSubCustomers
+            ? (0, customerWithSubCustomersId_1.toCustomerWithSubCustomersId)(customerId)
+            : customerId,
+    };
+});
 const getCustomerSummarySelectedTabType = (state) => state.customerSummaryViewState.selectedTabType;
 exports.getCustomerSummarySelectedTabType = getCustomerSummarySelectedTabType;
 const getCustomerSummaryAllTransactionsTabData = (state) => state.customerSummaryViewState.allTransactionsTabData;

package/lib/view/customerSummaryView/customerSummaryViewState.d.ts

@@ -2,27 +2,38 @@ import { FetchState, ID } from '../../commonStateTypes/common';
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { TimePeriod } from '../../commonStateTypes/timePeriod';
 import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { CustomersTabSettings } from '../../entity/tenant/tenantState';
 import { VendorSpendTrendFilterTabType } from '../../entity/vendorExpense/vendorSpendTrendFilterTabType';
 import { ZeniAPIStatus } from '../../responsePayload';
 export declare const CUSTOMER_REVENUE_KEYS: readonly ["last_90_days_revenue", "last_30_days_revenue", "year_to_date_revenue", "last_month_revenue", "last_3_months_revenue", "last_6_months_revenue", "last_12_months_revenue", "previous_year_revenue"];
 export type CustomerRevenueKey = (typeof CUSTOMER_REVENUE_KEYS)[number];
 export type CustomerSummarySortKey = 'customer_name' | 'account' | 'accounting_class' | 'balance' | CustomerRevenueKey;
-export interface CustomerSummary {
-    balance: number;
+export interface CustomerSummaryReference {
     id: ID;
     name: string;
+}
+export interface CustomerSummaryFigures {
+    balance: number;
     revenue: Record<CustomerRevenueKey, number>;
-    account?: {
-        id: ID;
-        name: string;
-    };
-    accountingClass?: {
-        id: ID;
-        name: string;
-    };
+}
+export interface CustomerSummary extends CustomerSummaryFigures {
+    hasChildren: boolean;
+    id: ID;
+    isProject: boolean;
+    isSubCustomer: boolean;
+    name: string;
+    /** Root-first ancestors, for the "Parent › Child" label; empty for a top-level customer. */
+    parentPath: CustomerSummaryReference[];
+    account?: CustomerSummaryReference;
+    accountingClass?: CustomerSummaryReference;
     currencyCode?: string;
     currencySymbol?: string;
+    /** Details only: the whole family it belongs to (its top-level customer and every active descendant), flat. */
+    familyTree?: CustomerSummary[];
+    parentId?: ID;
     qboId?: ID;
+    /** Details only: the figures over the customer and all its active sub-customers and projects. */
+    totals?: CustomerSummaryFigures;
 }
 export interface CustomerSummaryListUIState {
     pageToken: PageToken;
@@ -48,6 +59,7 @@ export interface CustomerSummaryDetailState {
     error?: ZeniAPIStatus;
 }
 export interface CustomerSummaryViewState {
+    /** Every level, or only top-level customers (the tenant's Customers tab settings). */
     customers: CustomerSummary[];
     detailById: Record<ID, CustomerSummaryDetailState>;
     fetchState: FetchState;
@@ -60,4 +72,6 @@ export interface CustomerSummaryViewState {
     /** Customer the detail page UI state (filter, tab, transactions window) belongs to. */
     detailCustomerId?: ID;
     error?: ZeniAPIStatus;
+    /** The Customers tab settings the listed rows were fetched with. */
+    listSettings?: CustomersTabSettings;
 }

package/lib/view/customerSummaryView/epic/fetchCustomerSummaryListEpic.js

@@ -5,21 +5,26 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../responsePayload");
 const customerSummaryViewReducer_1 = require("../customerSummaryViewReducer");
+const customerSummaryViewSelector_1 = require("../customerSummaryViewSelector");
 const fetchCustomerSummaryListEpic = (actions$, state$, zeniAPI) => {
     const fetch$ = actions$.pipe((0, operators_1.filter)(customerSummaryViewReducer_1.fetchCustomerSummaryList.match));
     const fetchPage = (action) => {
         const { keepExistingListItems, pageToken, searchString } = action.payload;
         const { uiState } = state$.value.customerSummaryViewState;
+        const settings = (0, customerSummaryViewSelector_1.getCustomersTabSettings)(state$.value);
         const query = {
             page_token: pageToken,
             sort_by: uiState.sortKey,
             sort_order: uiState.sortOrder === 'ascending' ? 'asc' : 'desc',
             search_text: searchString,
+            // Top-level only: a search also finds a customer by its sub-customers' and projects' names
+            top_level_only: settings.listTopLevelCustomersOnly,
+            include_sub_customers: settings.includeSubCustomersInTotals,
         };
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/customers/summary?query=${encodeURIComponent(JSON.stringify(query))}`)
             .pipe((0, operators_1.map)((response) => (0, responsePayload_1.isSuccessResponse)(response)
-            ? (0, customerSummaryViewReducer_1.updateCustomerSummaryList)(response, keepExistingListItems)
+            ? (0, customerSummaryViewReducer_1.updateCustomerSummaryList)(response, keepExistingListItems, settings)
             : (0, customerSummaryViewReducer_1.updateCustomerSummaryListFailure)(response.status)), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, customerSummaryViewReducer_1.updateCustomerSummaryListFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch customer summary list REST API call errored out' +
             JSON.stringify(error))))));
     };

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" | "update_customer" | "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" | "auto_review_income_without_customer_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" | "update_customer" | "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" | "auto_review_income_without_customer_update" | "customers_tab_settings_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: {