@zeniai/client-epic-state 5.3.21-betaAK1 → 5.3.22

package/lib/entity/genericEntity/customerWithSubCustomersId.d.ts

@@ -0,0 +1,7 @@
+import { ID } from '../../commonStateTypes/common';
+export declare const toCustomerWithSubCustomersId: (customerId: ID) => ID;
+/** The customer id the API takes, and whether its sub-customers and projects are included. */
+export declare const fromCustomerEntityId: (entityId: ID) => {
+    customerId: ID;
+    includeSubCustomers: boolean;
+};

package/lib/entity/genericEntity/customerWithSubCustomersId.js

@@ -0,0 +1,17 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fromCustomerEntityId = exports.toCustomerWithSubCustomersId = void 0;
+// Customers tab "Include sub-customers & projects": the customer's rolled-up income trend and transactions are
+// cached under this derived entity id, apart from its own. The API calls send the customer id with
+// include_sub_customers instead (fromCustomerEntityId).
+const WITH_SUB_CUSTOMERS_SUFFIX = '+sub_customers';
+const toCustomerWithSubCustomersId = (customerId) => `${customerId}${WITH_SUB_CUSTOMERS_SUFFIX}`;
+exports.toCustomerWithSubCustomersId = toCustomerWithSubCustomersId;
+/** The customer id the API takes, and whether its sub-customers and projects are included. */
+const fromCustomerEntityId = (entityId) => entityId.endsWith(WITH_SUB_CUSTOMERS_SUFFIX)
+    ? {
+        customerId: entityId.slice(0, -WITH_SUB_CUSTOMERS_SUFFIX.length),
+        includeSubCustomers: true,
+    }
+    : { customerId: entityId, includeSubCustomers: false };
+exports.fromCustomerEntityId = fromCustomerEntityId;

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "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";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "recommendation_feedback" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "actual_matching_match_and_reverse" | "actual_matching_undo_reversal" | "actual_matching_ignore_suggestion" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "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";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -224,6 +224,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     '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',

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

@@ -109,6 +109,8 @@ interface TenantPayload {
     accounting_config?: {
         customers?: {
             auto_review_income_without_customer?: boolean;
+            include_sub_customers_in_totals?: boolean;
+            list_top_level_customers_only?: boolean;
         };
     } | null;
     capitalizable_account_overrides?: Record<string, number> | null;
@@ -214,3 +216,7 @@ type SubscriptionSummaryForTenantResponse = ZeniAPIResponse<SubscriptionSummaryP
 type OnboardingTenantResponse = ZeniAPIResponse<TenantPayload>;
 /** Lets export interfaces and types */
 export { TenantSummariesResponse, TenantsResponse, TenantPayload, LoggedInUserPayload, UserData, SignInResponse, SignOutResponse, RoleResourcePayload, RoleResourcesResponse, ConnectionsPayload, ConnectionWithMetaPayload, ConnectionsResponse, SaveConnectionResponse, SubscriptionSummaryForTenantResponse, OnboardingTenantResponse, MagicLinkSignInResponse, sendEmailMagicLinkToUserResponse, VerifyDeviceWithTwoFAResponse, };
+export declare const CUSTOMERS_TAB_SETTING_API_KEYS: {
+    readonly includeSubCustomersInTotals: "include_sub_customers_in_totals";
+    readonly listTopLevelCustomersOnly: "list_top_level_customers_only";
+};

package/lib/entity/tenant/tenantPayload.js

@@ -1,2 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.CUSTOMERS_TAB_SETTING_API_KEYS = void 0;
+exports.CUSTOMERS_TAB_SETTING_API_KEYS = {
+    includeSubCustomersInTotals: 'include_sub_customers_in_totals',
+    listTopLevelCustomersOnly: 'list_top_level_customers_only',
+};

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

@@ -4,7 +4,7 @@ import ZeniUrl from '../../zeniUrl';
 import { SubscriptionSummaryPayload } from '../subscription/subscriptionSummary/subscriptionSummaryPayload';
 import { UserRolePayload } from '../userRole/userRolePayload';
 import { CapitalizableAccountsPayload, ConnectionDataPayload, ConnectionWithMetaPayload, ConnectionsPayload, LoggedInUserPayload, RoleResourcePayload, TenantPayload, TenantSummaryPayload, TenantUserPayload, TenantsData } from './tenantPayload';
-import { CapitalizableAccounts, Connection, RoleResource, TenantState } from './tenantState';
+import { CapitalizableAccounts, Connection, CustomersTabSettingKey, RoleResource, TenantState } from './tenantState';
 import { AuthProvider } from './tenantTypes';
 export interface DoSignInPayload {
     appType: 'web' | 'mobile';
@@ -224,7 +224,11 @@ export declare const updateTenants: import("@reduxjs/toolkit").ActionCreatorWith
 }, "tenant/updateTenantAccountingProjectsEnabled">, updateTenantAutoReviewIncomeWithoutCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     enabled: boolean;
     tenantId: ID;
-}, "tenant/updateTenantAutoReviewIncomeWithoutCustomer">, updateTenantProductSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "tenant/updateTenantAutoReviewIncomeWithoutCustomer">, updateTenantCustomersTabSetting: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    enabled: boolean;
+    setting: CustomersTabSettingKey;
+    tenantId: ID;
+}, "tenant/updateTenantCustomersTabSetting">, updateTenantProductSettings: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     tenantId: ID;
     isBookkeepingEnabled?: boolean;
     isSpendManagementEnabled?: boolean;

package/lib/entity/tenant/tenantReducer.js

@@ -5,7 +5,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.fetchSubscriptionSummaryForTenant = exports.deleteConnectionFailure = exports.deleteConnectionSuccess = exports.deleteConnection = exports.initEmailConnectOAuthFailure = exports.initEmailConnectOAuthSuccess = exports.initEmailConnectOAuth = exports.saveConnectorCredentialsFailure = exports.saveConnectorCredentialsSuccess = exports.saveConnectorCredentials = exports.saveOAuthConnectionFailure = exports.saveOAuthConnectionSuccess = exports.saveOAuthConnection = exports.saveAPIKeyConnectionFailure = exports.saveAPIKeyConnectionSuccess = exports.saveAPIKeyConnection = exports.fetchExternalConnectionsSuccess = exports.fetchExternalConnectionsFailure = exports.saveExternalConnectionFailure = exports.saveExternalConnectionSuccess = exports.saveExternalConnection = exports.fetchExternalConnections = exports.updateLoggedInUser = exports.sessionHeartbeatFailure = exports.sessionHeartbeatSuccess = exports.sendSessionHeartbeat = exports.signOutSuccess = exports.doSignOut = exports.updateSignInState = exports.sendEmailMagicLinkToUserFailure = exports.sendEmailMagicLinkToUserSuccess = exports.sendEmailMagicLinkToUser = exports.magicLinkSignInFailure = exports.magicLinkSignInSuccess = exports.doMagicLinkSignIn = exports.doSignIn = exports.updateExcludedResourcesFailure = exports.updateExcludedResourcesSuccess = exports.fetchExcludedResources = exports.updateCurrentTenant = exports.updateTenantFailure = exports.updateTenantSuccess = exports.fetchActiveTenant = exports.updateTenantsFailure = exports.seedTenantSummary = exports.updateTenantSummariesSuccess = exports.fetchAllTenants = exports.updateTenants = exports.initialState = exports.toExternalIntegrationType = void 0;
-exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = exports.updateTreasuryVideoViewedForLoggedInUser = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantCapitalizationAccountOverride = exports.updateTenantCapitalizationOnboardingDismissed = exports.updateTenantProductSettings = exports.updateTenantAutoReviewIncomeWithoutCustomer = exports.updateTenantAccountingProjectsEnabled = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = void 0;
+exports.toConnection = exports.toRoleResource = exports.resendVerifyDeviceOTPFailure = exports.resendVerifyDeviceOTPSuccess = exports.resendVerifyDeviceOTP = exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = exports.updateTreasuryVideoViewedForLoggedInUser = exports.verifyDeviceWithTwoFAFailure = exports.verifyDeviceWithTwoFASuccess = exports.verifyDeviceWithTwoFA = exports.updateTenantMasterTOSInfo = exports.updateTenantCapitalizationAccountOverride = exports.updateTenantCapitalizationOnboardingDismissed = exports.updateTenantProductSettings = exports.updateTenantCustomersTabSetting = exports.updateTenantAutoReviewIncomeWithoutCustomer = exports.updateTenantAccountingProjectsEnabled = exports.updateTenantAccountingClassesEnabled = exports.trigger2FA = exports.resetSignInState = exports.updateReferViewedForLoggedInUser = exports.updateTenantReimbursementInfo = exports.removeOnboardingTenant = exports.updateOnboardingTenants = exports.updateSubscriptionSummaryForTenantFailure = exports.updateSubscriptionSummaryForTenantSuccess = void 0;
 exports.mapCapitalizableAccountsPayload = mapCapitalizableAccountsPayload;
 exports.mapConnectionsPayloadToState = mapConnectionsPayloadToState;
 const toolkit_1 = require("@reduxjs/toolkit");
@@ -127,11 +127,22 @@ const tenant = (0, toolkit_1.createSlice)({
                 tenantSummariesById[payload.tenant_id] =
                     mapTenantSummaryPayloadToTenantSummary(payload);
             });
-            draft.tenantSummariesById = tenantSummariesById;
             draft.tenantIds = Object.keys(tenantSummariesById);
             // A tenant missing from the list is no longer accessible to the user,
             // except the open one: the list hides companies by status, and the
-            // selected tenant's record was loaded for it on its own.
+            // selected tenant's record was loaded for it on its own. Its summary
+            // stays too (outside `tenantIds`, so not in the switcher), so its ids
+            // are still known while its record loads.
+            const { currentTenantId } = draft;
+            const currentTenantSummary = currentTenantId != null
+                ? draft.tenantSummariesById[currentTenantId]
+                : undefined;
+            if (currentTenantId != null &&
+                currentTenantSummary != null &&
+                tenantSummariesById[currentTenantId] == null) {
+                tenantSummariesById[currentTenantId] = currentTenantSummary;
+            }
+            draft.tenantSummariesById = tenantSummariesById;
             const accessibleTenantsById = {};
             Object.values(draft.tenantsById).forEach((tenant) => {
                 if (tenantSummariesById[tenant.tenantId] != null ||
@@ -188,6 +199,13 @@ const tenant = (0, toolkit_1.createSlice)({
                     enabled;
             }
         },
+        updateTenantCustomersTabSetting(draft, action) {
+            const { tenantId, setting, enabled } = action.payload;
+            const tenant = draft.tenantsById[tenantId];
+            if (tenant != null) {
+                tenant.customersTabSettings[setting] = enabled;
+            }
+        },
         // Optimistic per-key merge of the product-family flags after a cockpit
         // "enable services" write succeeds. Only the provided keys are applied so
         // other product settings are preserved.
@@ -967,7 +985,7 @@ const tenant = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantSummariesSuccess = _a.updateTenantSummariesSuccess, exports.seedTenantSummary = _a.seedTenantSummary, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.sendSessionHeartbeat = _a.sendSessionHeartbeat, exports.sessionHeartbeatSuccess = _a.sessionHeartbeatSuccess, exports.sessionHeartbeatFailure = _a.sessionHeartbeatFailure, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.saveAPIKeyConnection = _a.saveAPIKeyConnection, exports.saveAPIKeyConnectionSuccess = _a.saveAPIKeyConnectionSuccess, exports.saveAPIKeyConnectionFailure = _a.saveAPIKeyConnectionFailure, exports.saveOAuthConnection = _a.saveOAuthConnection, exports.saveOAuthConnectionSuccess = _a.saveOAuthConnectionSuccess, exports.saveOAuthConnectionFailure = _a.saveOAuthConnectionFailure, exports.saveConnectorCredentials = _a.saveConnectorCredentials, exports.saveConnectorCredentialsSuccess = _a.saveConnectorCredentialsSuccess, exports.saveConnectorCredentialsFailure = _a.saveConnectorCredentialsFailure, exports.initEmailConnectOAuth = _a.initEmailConnectOAuth, exports.initEmailConnectOAuthSuccess = _a.initEmailConnectOAuthSuccess, exports.initEmailConnectOAuthFailure = _a.initEmailConnectOAuthFailure, exports.deleteConnection = _a.deleteConnection, exports.deleteConnectionSuccess = _a.deleteConnectionSuccess, exports.deleteConnectionFailure = _a.deleteConnectionFailure, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantAccountingProjectsEnabled = _a.updateTenantAccountingProjectsEnabled, exports.updateTenantAutoReviewIncomeWithoutCustomer = _a.updateTenantAutoReviewIncomeWithoutCustomer, exports.updateTenantProductSettings = _a.updateTenantProductSettings, exports.updateTenantCapitalizationOnboardingDismissed = _a.updateTenantCapitalizationOnboardingDismissed, exports.updateTenantCapitalizationAccountOverride = _a.updateTenantCapitalizationAccountOverride, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = _a.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = _a.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
+_a = tenant.actions, exports.updateTenants = _a.updateTenants, exports.fetchAllTenants = _a.fetchAllTenants, exports.updateTenantSummariesSuccess = _a.updateTenantSummariesSuccess, exports.seedTenantSummary = _a.seedTenantSummary, exports.updateTenantsFailure = _a.updateTenantsFailure, exports.fetchActiveTenant = _a.fetchActiveTenant, exports.updateTenantSuccess = _a.updateTenantSuccess, exports.updateTenantFailure = _a.updateTenantFailure, exports.updateCurrentTenant = _a.updateCurrentTenant, exports.fetchExcludedResources = _a.fetchExcludedResources, exports.updateExcludedResourcesSuccess = _a.updateExcludedResourcesSuccess, exports.updateExcludedResourcesFailure = _a.updateExcludedResourcesFailure, exports.doSignIn = _a.doSignIn, exports.doMagicLinkSignIn = _a.doMagicLinkSignIn, exports.magicLinkSignInSuccess = _a.magicLinkSignInSuccess, exports.magicLinkSignInFailure = _a.magicLinkSignInFailure, exports.sendEmailMagicLinkToUser = _a.sendEmailMagicLinkToUser, exports.sendEmailMagicLinkToUserSuccess = _a.sendEmailMagicLinkToUserSuccess, exports.sendEmailMagicLinkToUserFailure = _a.sendEmailMagicLinkToUserFailure, exports.updateSignInState = _a.updateSignInState, exports.doSignOut = _a.doSignOut, exports.signOutSuccess = _a.signOutSuccess, exports.sendSessionHeartbeat = _a.sendSessionHeartbeat, exports.sessionHeartbeatSuccess = _a.sessionHeartbeatSuccess, exports.sessionHeartbeatFailure = _a.sessionHeartbeatFailure, exports.updateLoggedInUser = _a.updateLoggedInUser, exports.fetchExternalConnections = _a.fetchExternalConnections, exports.saveExternalConnection = _a.saveExternalConnection, exports.saveExternalConnectionSuccess = _a.saveExternalConnectionSuccess, exports.saveExternalConnectionFailure = _a.saveExternalConnectionFailure, exports.fetchExternalConnectionsFailure = _a.fetchExternalConnectionsFailure, exports.fetchExternalConnectionsSuccess = _a.fetchExternalConnectionsSuccess, exports.saveAPIKeyConnection = _a.saveAPIKeyConnection, exports.saveAPIKeyConnectionSuccess = _a.saveAPIKeyConnectionSuccess, exports.saveAPIKeyConnectionFailure = _a.saveAPIKeyConnectionFailure, exports.saveOAuthConnection = _a.saveOAuthConnection, exports.saveOAuthConnectionSuccess = _a.saveOAuthConnectionSuccess, exports.saveOAuthConnectionFailure = _a.saveOAuthConnectionFailure, exports.saveConnectorCredentials = _a.saveConnectorCredentials, exports.saveConnectorCredentialsSuccess = _a.saveConnectorCredentialsSuccess, exports.saveConnectorCredentialsFailure = _a.saveConnectorCredentialsFailure, exports.initEmailConnectOAuth = _a.initEmailConnectOAuth, exports.initEmailConnectOAuthSuccess = _a.initEmailConnectOAuthSuccess, exports.initEmailConnectOAuthFailure = _a.initEmailConnectOAuthFailure, exports.deleteConnection = _a.deleteConnection, exports.deleteConnectionSuccess = _a.deleteConnectionSuccess, exports.deleteConnectionFailure = _a.deleteConnectionFailure, exports.fetchSubscriptionSummaryForTenant = _a.fetchSubscriptionSummaryForTenant, exports.updateSubscriptionSummaryForTenantSuccess = _a.updateSubscriptionSummaryForTenantSuccess, exports.updateSubscriptionSummaryForTenantFailure = _a.updateSubscriptionSummaryForTenantFailure, exports.updateOnboardingTenants = _a.updateOnboardingTenants, exports.removeOnboardingTenant = _a.removeOnboardingTenant, exports.updateTenantReimbursementInfo = _a.updateTenantReimbursementInfo, exports.updateReferViewedForLoggedInUser = _a.updateReferViewedForLoggedInUser, exports.resetSignInState = _a.resetSignInState, exports.trigger2FA = _a.trigger2FA, exports.updateTenantAccountingClassesEnabled = _a.updateTenantAccountingClassesEnabled, exports.updateTenantAccountingProjectsEnabled = _a.updateTenantAccountingProjectsEnabled, exports.updateTenantAutoReviewIncomeWithoutCustomer = _a.updateTenantAutoReviewIncomeWithoutCustomer, exports.updateTenantCustomersTabSetting = _a.updateTenantCustomersTabSetting, exports.updateTenantProductSettings = _a.updateTenantProductSettings, exports.updateTenantCapitalizationOnboardingDismissed = _a.updateTenantCapitalizationOnboardingDismissed, exports.updateTenantCapitalizationAccountOverride = _a.updateTenantCapitalizationAccountOverride, exports.updateTenantMasterTOSInfo = _a.updateTenantMasterTOSInfo, exports.verifyDeviceWithTwoFA = _a.verifyDeviceWithTwoFA, exports.verifyDeviceWithTwoFASuccess = _a.verifyDeviceWithTwoFASuccess, exports.verifyDeviceWithTwoFAFailure = _a.verifyDeviceWithTwoFAFailure, exports.updateTreasuryVideoViewedForLoggedInUser = _a.updateTreasuryVideoViewedForLoggedInUser, exports.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser = _a.updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, exports.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser = _a.updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, exports.resendVerifyDeviceOTP = _a.resendVerifyDeviceOTP, exports.resendVerifyDeviceOTPSuccess = _a.resendVerifyDeviceOTPSuccess, exports.resendVerifyDeviceOTPFailure = _a.resendVerifyDeviceOTPFailure;
 exports.default = tenant.reducer;
 /**
  * Applies treasury promo user fields from the tenants API user block when present.
@@ -1026,6 +1044,12 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         isAccountingProjectsEnabled: payload.is_accounting_projects_enabled ?? false,
         isAutoReviewIncomeWithoutCustomerEnabled: payload.accounting_config?.customers
             ?.auto_review_income_without_customer ?? false,
+        customersTabSettings: {
+            includeSubCustomersInTotals: payload.accounting_config?.customers?.include_sub_customers_in_totals ??
+                false,
+            listTopLevelCustomersOnly: payload.accounting_config?.customers?.list_top_level_customers_only ??
+                false,
+        },
         bookCloseDate: payload.book_close_date != null
             ? (0, zeniDayJS_1.date)(payload.book_close_date)
             : undefined,

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

@@ -5,7 +5,7 @@ import { CompanyState } from '../company/companyState';
 import { Company, CompanyBillPayInfo, CompanyChargeCardInfo, CompanyDebitCardInfo, CompanyLocaleInfo, CompanyReimbursementInfo, CompanyTreasuryInfo, CompanyZeniAccountInfo } from '../company/companyStateTypes';
 import { SubscriptionSummary } from '../subscription/subscriptionSummary/subscriptionSummaryState';
 import { UserRoleType } from '../userRole/userRoleType';
-import { RoleResource, Tenant, TenantExternalConnections, TenantState } from './tenantState';
+import { CustomersTabSettings, RoleResource, Tenant, TenantExternalConnections, TenantState } from './tenantState';
 export interface TenantView extends Tenant {
     company?: Company;
 }
@@ -110,6 +110,7 @@ export declare const isTenantAccountingServicesEnabled: (tenant: Tenant | undefi
 export declare const getIsAccountingClassesEnabled: (state: RootState) => boolean;
 export declare const getIsAccountingProjectsEnabled: (state: RootState) => boolean;
 export declare const getIsAutoReviewIncomeWithoutCustomerEnabled: (state: RootState) => boolean;
+export declare const getTenantCustomersTabSettings: (tenantState: TenantState, tenantId: ID) => CustomersTabSettings | undefined;
 export declare const isTenantBookkeepingEnabled: (tenant: Tenant | undefined) => boolean;
 export declare const isOtherProductsEnabledForTenant: (tenant: Tenant | undefined) => boolean;
 export declare const isTenantTreasuryEnabled: (tenant: Tenant | undefined) => boolean;

package/lib/entity/tenant/tenantSelector.js

@@ -3,12 +3,13 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.DEFAULT_RECEIPTS_EMAIL = exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getIsAutoReviewIncomeWithoutCustomerEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantAccountingServicesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getCurrentTenantIds = exports.getCurrentTenantId = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = exports.isCurrentTenantLoaded = exports.isTenantLoaded = void 0;
+exports.DEFAULT_RECEIPTS_EMAIL = exports.isTenantTreasuryEnabled = exports.isOtherProductsEnabledForTenant = exports.isTenantBookkeepingEnabled = exports.getTenantCustomersTabSettings = exports.getIsAutoReviewIncomeWithoutCustomerEnabled = exports.getIsAccountingProjectsEnabled = exports.getIsAccountingClassesEnabled = exports.isTenantAccountingServicesEnabled = exports.isTenantCardsOnly = exports.isTenantBankingOnly = exports.toTenantCoreDetailsView = exports.getCurrentTenantExternalConnections = exports.isTenantUsingZeniCOA = exports.isZeniDomainTenant = exports.getTenantBaseViewForTenantView = exports.getTenantsCoreDetailsByCheckInDateSelector = exports.getTenantsBaseByCheckInDateSelector = exports.getTenantBaseById = exports.getCurrentTenantIds = exports.getCurrentTenantId = exports.getCurrentTenant = exports.getTenantBaseViewForTenantId = exports.isCurrentTenantLoaded = exports.isTenantLoaded = void 0;
 exports.getTenant = getTenant;
 exports.getTenantIdByCompanyId = getTenantIdByCompanyId;
 exports.getOnboardingTenantByTenantId = getOnboardingTenantByTenantId;
 exports.getReceiptsEmail = getReceiptsEmail;
 const toolkit_1 = require("@reduxjs/toolkit");
+const get_1 = __importDefault(require("lodash/get"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
 const companySelector_1 = require("../company/companySelector");
 function getTenant(tenantState, companyState, tenantId) {
@@ -342,6 +343,8 @@ const getIsAutoReviewIncomeWithoutCustomerEnabled = (state) => {
         false);
 };
 exports.getIsAutoReviewIncomeWithoutCustomerEnabled = getIsAutoReviewIncomeWithoutCustomerEnabled;
+const getTenantCustomersTabSettings = (tenantState, tenantId) => (0, get_1.default)(tenantState.tenantsById, [tenantId, 'customersTabSettings'], undefined);
+exports.getTenantCustomersTabSettings = getTenantCustomersTabSettings;
 const isTenantBookkeepingEnabled = (tenant) => {
     // if the tenants API takes time, tenant can be non null with productSettings as null
     return tenant != null && tenant.productSettings != null

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

@@ -90,6 +90,7 @@ export interface Tenant {
     companyId: ID;
     companyName: string;
     createTime: ZeniDate;
+    customersTabSettings: CustomersTabSettings;
     invitationStatus: InvitationStatus;
     inviteAcceptTime: ZeniDate;
     inviteCreateTime: ZeniDate;
@@ -178,3 +179,12 @@ export interface Connection {
     authorizationCode?: ID;
     realmId?: ID;
 }
+/** Settings › Accounting › Customers: how the Customers tab treats sub-customers and projects. */
+export interface CustomersTabSettings {
+    /** Revenue / Open AR (list, details, trend, transactions) include the sub-customers and projects. */
+    includeSubCustomersInTotals: boolean;
+    /** List top-level customers only; sub-customers and projects show on their parent's details page. */
+    listTopLevelCustomersOnly: boolean;
+}
+export type CustomersTabSettingKey = keyof CustomersTabSettings;
+export declare const DEFAULT_CUSTOMERS_TAB_SETTINGS: CustomersTabSettings;

package/lib/entity/tenant/tenantState.js

@@ -1,2 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.DEFAULT_CUSTOMERS_TAB_SETTINGS = void 0;
+exports.DEFAULT_CUSTOMERS_TAB_SETTINGS = {
+    includeSubCustomersInTotals: false,
+    listTopLevelCustomersOnly: false,
+};

package/lib/epic.d.ts

@@ -141,6 +141,7 @@ import { ActionType as UpdateCapitalizationAccountThresholdActionType } from './
 import { ActionType as UpdateCompanyDetailsActionType } from './view/companyView/epic/companyPassport/updateCompanyDetailsEpic';
 import { ActionType as UpdateCompanyOfficerActionType } from './view/companyView/epic/companyPassport/updateCompanyOfficerEpic';
 import { ActionType as UpdateCompanyPassportLocalStoreDataActionType } from './view/companyView/epic/companyPassport/updateCompanyPassportLocalStoreDataEpic';
+import { ActionType as UpdateCustomersTabSettingActionType } from './view/companyView/epic/companyPassport/updateCustomersTabSettingEpic';
 import { ActionType as UpdatePrimaryContactActionType } from './view/companyView/epic/companyPassport/updatePrimaryContactEpic';
 import { ActionType as FetchAllCockpitViewsActionType } from './view/companyView/epic/fetchAllCockpitViewsEpic';
 import { ActionType as FetchCompanyManagementActionType } from './view/companyView/epic/fetchCompanyManagementViewEpic';
@@ -717,5 +718,5 @@ import { ActionType as FetchDepositAccStatementListActionType } from './view/zen
 import { ActionType as FetchZeniAccStatePageActionType } from './view/zeniAccStatementList/fetchZeniAccStatementPageEpic';
 import { ActionType as ApproveOAuthConsentActionType } from './view/zeniOAuthView/epics/approveOAuthConsentEpic';
 /** Root action type is union of all the epic action type */
-export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransactionActionType | CreateTransactionAttachmentUploadFailureActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCoachmarkPreferencesActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchCustomerSummaryDetailActionType | FetchCustomerSummaryListActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReconciliationReportActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorRecommendationsForCreateTransactionActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreActualMatchingSuggestionActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeCreateTransactionLocalDataActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionEstimateActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkCoachmarkDismissedActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetKycKybActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveCustomerSummaryDetailActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TranscribeAudioActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoReviewIncomeWithoutCustomerActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
+export type RootActionType = AcceptBillPayTermsActionType | AcceptBillPayUpdatedTermsActionType | AcceptChargeCardTermsActionType | AcceptEmployeeRemiTermsActionType | AcceptMasterTOSEpicActionType | AcceptRemiTermsActionType | AcceptTreasuryTermsActionType | AcceptZeniAccountTermsActionType | AcknowledgeOnboardingAiActivationViewedActionType | AcknowledgeOnboardingAiFinanceTeamActionType | AddCardPaymentSourceActionType | ApplyBillRecommendationsToLocalStoreActionType | ApplyExtractedPolicyToDraftActionType | ApproveOAuthConsentActionType | ApproveOrRejectBillActionType | ApproveOrRejectBillsBulkActionActionType | ApproveOrRejectRemiActionType | ApproveOrRejectRemisBulkActionActionType | ApproveVendorGlobalReviewActionType | ArchiveCardPolicyActionType | ArchiveTaskActionType | BackgroundRefetchReviewTabActionType | BalanceSheetActionType | BalanceSheetClassesViewActionType | BalanceSheetForTimeframeActionType | BalanceSheetForTimeframeClassesViewActionType | BalanceSheetForTimeframeProjectViewActionType | BalanceSheetProjectViewActionType | BulkUpdateTasksListActionType | BulkUploadMatchResultToastActionType | BulkUploadReceiptsActionType | CancelAiAccountantOnboardingActionType | CancelAndDeleteBillActionType | CancelAndDeleteRemiActionType | CancelOrDeleteBillsBulkActionActionType | CancelOrDeleteRemisBulkActionActionType | CancelScheduleAccruedJournalEntryActionType | CardBalanceActionType | CashBalanceActionType | CashFlowActionType | CashFlowClassesViewActionType | CashFlowForTimeframeActionType | CashFlowForTimeframeClassesViewActionType | CashFlowForTimeframeProjectViewActionType | CashFlowProjectViewActionType | CashInCashOutActionType | CashPositionActionType | ChangeZeniPersonRolesActionType | CheckDepositActionType | CloseChargeCardActionType | CloseChargeCardsActionType | CombinedStatementActionType | CompanyManagementSavePendingUpdatesActionType | CompanyManagementSaveUpdatesActionType | ConfirmBulkUploadMatchActionType | ConfirmCardSetupIntentActionType | ConfirmStatementMappingActionType | CreateAddressActionType | CreateAutoTransferRuleActionType | CreateBankAccountActionType | CreateCardPolicyTemplateActionType | CreateCardSetupIntentActionType | CreateCheckingAccountActionType | CreateCompanyAddressActionType | CreateCompanyOfficersActionType | CreateCompanyUserAddressActionType | CreateGlobalMerchantActionType | CreateInternationalBankAccountActionType | CreateInvoiceActionType | CreateNewSchedulesAccruedActionType | CreateNewSchedulesActionType | CreateNewTaskGroupActionType | CreateOneTimeAccrualActionType | CreatePaymentInstrumentActionType | CreateSessionActionType | CreateSessionAndSubmitActionType | CreateSubTaskActionType | CreateTagActionType | CreateTaskFromTaskGroupTemplateActionType | CreateTransactionActionType | CreateTransactionAttachmentUploadFailureActionType | CreateTransferEntryActionType | CreateUserBankAccountActionType | CurrencyConversionActionType | DeleteAccountStatementActionType | DeleteAutoTransferRuleActionType | DeleteBankAccountActionType | DeleteBillActionType | DeleteBillPayApprovalRuleActionType | DeleteCannedResponseActionType | DeleteChatSessionActionType | DeleteCombinedStatementActionType | DeleteFileActionType | DeleteFileListActionType | DeleteInternationalBankAccountActionType | DeletePaymentInstrumentActionType | DeletePersonActionType | DeleteRemiActionType | DeleteRemiApprovalRuleActionType | DeleteScheduleAccruedDetailActionType | DeleteScheduleDetailActionType | DeleteTagActionType | DeleteTaskActionType | DeleteTaskGroupActionType | DeleteTransactionAttachmentActionType | DeleteUserBankAccountActionType | DepositAccountTransactionListActionType | DisableAccountingProjectsActionType | DismissCapitalizationOnboardingActionType | DoMagicLinkSignInActionType | DownloadAccountingProviderAttachmentActionType | DragNDropTasksActionType | EditInvoicingCatalogItemDetailViewActionType | EditInvoicingCouponDetailViewActionType | EditInvoicingCustomerDetailViewActionType | EditInvoicingSubscriptionDetailViewActionType | EnableAccountingProjectsActionType | EnableChargeCardAutoPayActionType | EnableSetupActionType | EstablishOnboardingPlaidConnectionActionType | EstablishPlaidConnectionActionType | ExcludeAccountFromReconciliationActionType | ExpressInterestChargeCardActionType | ExpressPayActionType | ExtractPolicyDocumentActionType | FetchAccountHistoryActionType | FetchAccountListActionType | FetchAccountListForAccountTypesActionType | FetchAccountSettingsListForAccountTypesActionType | FetchAccruedScheduleListActionType | FetchActiveTenantActionType | FetchAddressActionType | FetchAggregatedReportActionType | FetchAiAccountantCustomersActionType | FetchAiAccountantJobsActionType | FetchAiAgentsActivationStatusActionType | FetchAllCockpitViewsActionType | FetchAllExpenseAutomationTabsActionType | FetchAllPeopleRequiredActionType | FetchAllTagsActionType | FetchAllTaskGroupsActionType | FetchAllTenantsActionType | FetchApAgingActionType | FetchApAgingDetailActionType | FetchArAgingActionType | FetchArAgingDetailActionType | FetchAuditReportGroupViewActionType | FetchAuditRuleGroupViewActionType | FetchAutoTransferReviewDetailActionType | FetchAutoTransferRuleHistoryActionType | FetchAutoTransferRulesActionType | FetchBankAccountsListActionType | FetchBankConnectionsViewActionType | FetchBankCountryNameByIbanActionType | FetchBankNameByRoutingActionType | FetchBankNameBySwiftActionType | FetchBillAndInitializeLocalStoreActionType | FetchBillDetailActionType | FetchBillingAccountsListActionType | FetchBillListActionType | FetchBillListPerTabActionType | FetchBillPayApproversDetailsActionType | FetchBillPayApproversListActionType | FetchBillPayCardActionType | FetchBillPayConfigActionType | FetchBillPaySetupApproverViewActionType | FetchBillPaySetupViewActionType | FetchBillRecommendationsActionType | FetchBulkUploadBatchDetailsActionType | FetchBulkUploadBatchesActionType | FetchCannedResponsesActionType | FetchCardPolicyDetailActionType | FetchCardPolicyListActionType | FetchCardPolicyMccCategoriesActionType | FetchCardPolicyVendorOptionsActionType | FetchCardProfilesActionType | FetchCashbackDetailActionType | FetchChargeCardConfigActionType | FetchChargeCardDetailActionType | FetchChargeCardDetailPageActionType | FetchChargeCardListActionType | FetchChargeCardListPageActionType | FetchChargeCardPaymentHistoryActionType | FetchChargeCardPaymentPageActionType | FetchChargeCardRepaymentDetailActionType | FetchChargeCardSetupViewActionType | FetchChargeCardsRecurringExpensesActionType | FetchChargeCardStatementListActionType | FetchChargeCardTransactionAttachmentsActionType | FetchChargeCardTransactionListActionType | FetchChargeCardTransactionStatisticsActionType | FetchChatHistoryActionType | FetchChatSessionsForUserActionType | FetchClassListActionType | FetchCoachmarkPreferencesActionType | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | FetchCustomerSummaryDetailActionType | FetchCustomerSummaryListActionType | FetchDashboardActionType | FetchDashboardLayoutActionType | FetchDebitCardSummaryActionType | FetchDepositAccountActionType | FetchDepositAccountDetailActionType | FetchDepositAccountLimitActionType | FetchDepositAccountListActionType | FetchDepositAccountListForCardsActionType | FetchDepositAccStatementListActionType | FetchDownloadSchedulesActionType | FetchDuplicateBillActionType | FetchDuplicateReimbursementEpicActionType | FetchEditBillDetailPageActionType | FetchEditRemiDetailPageActionType | FetchEligibleActionsForBillActionType | FetchEntityAutoCompleteActionType | FetchEntityHistoryActionType | FetchEntityRecommendationsByTransactionIdActionType | FetchEntityRecommendationsForLineUpdateActionType | FetchExcludedResourcesActionType | FetchExpenseAutomationActualMatchingActionType | FetchExpenseAutomationActualMatchingMatchActionType | FetchExpenseAutomationActualMatchingPageActionType | FetchExpenseAutomationFailedJePostingsActionType | FetchExpenseAutomationFluxAnalysisActionType | FetchExpenseAutomationInitializeTransactionCategorizationViewLocalDataActionType | FetchExpenseAutomationJEScheduleActionType | FetchExpenseAutomationJESchedulePageActionType | FetchExpenseAutomationMarkTransactionAsNotMiscategorizedActionType | FetchExpenseAutomationMissingReceiptsActionType | FetchExpenseAutomationReconciliationsViewActionType | FetchExpenseAutomationSaveTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationActionType | FetchExpenseAutomationTransactionCategorizationViewActionType | FetchExpenseAutomationUpdateTransactionCategorizationEpicActionType | FetchExpenseTrendActionType | FetchExternalConnectionsActionType | FetchFileActionType | FetchFileListActionType | FetchForecastListActionType | FetchGlobalMerchantAutoCompleteActionType | FetchGlobalMerchantRecommendationActionType | FetchIncomeTrendActionType | FetchInternationalWireDynamicFormActionType | FetchIntlVerificationFormActionType | FetchInvoiceCountsActionType | FetchInvoiceDetailActionType | FetchInvoiceKPIsActionType | FetchInvoiceListActionType | FetchInvoiceListPageActionType | FetchIssueCardPageActionType | FetchMagicLinkBankNameByRoutingActionType | FetchMagicLinkBankNameBySwiftActionType | FetchMagicLinkBillActionType | FetchMagicLinkTenantActionType | FetchManagementActionType | FetchMerchantListActionType | FetchMonthClosePerformanceTrendActionType | FetchMonthEndCloseChecksActionType | FetchMoreBatchDetailsActionType | FetchMultipleBatchDetailsActionType | FetchMyProfileActionType | FetchMyProfileViewActionType | FetchNetBurnOrIncomeStoryCardActionType | FetchNetBurnOrIncomeWithForecastActionType | FetchNotificationSettingsActionType | FetchNotificationSettingsViewActionType | FetchNotificationUnreadCountActionType | FetchNotificationViewActionType | FetchOnboardingActionType | FetchOnboardingCompletedCompaniesActionType | FetchOnboardingCustomerSetupViewActionType | FetchOnboardingCustomerViewActionType | FetchOneTimeAccrualActionType | FetchOpExWithForecastActionType | FetchOwnerListActionType | FetchParentSubsidiaryManagementActionType | FetchPaymentAccountBalanceActionType | FetchPaymentAccountListActionType | FetchPaymentSourcesActionType | FetchPortfolioActionType | FetchPortfolioAllocationActionType | FetchPreviousBillsActionType | FetchProjectListActionType | FetchQBOConnectionPoolActionType | FetchRecommendationByEntityIdActionType | FetchRecommendationByEntityNameActionType | FetchRecommendationsAndUpdateMerchantRecommendationsActionType | FetchRecommendationsAndUpdateVendorRecommendationsActionType | FetchRecommendedBillExpenseActionType | FetchReconciliationReportActionType | FetchReferralsActionType | FetchRegisteredInterestsActionType | FetchReimbursementCardActionType | FetchReimbursementConfigActionType | FetchRemiAndInitializeLocalStoreActionType | FetchRemiApproversDetailsActionType | FetchRemiApproversListActionType | FetchRemiDetailActionType | FetchRemiListActionType | FetchRemiListPerTabActionType | FetchRemiSetupApproverViewActionType | FetchRemiSetupViewActionType | FetchRevenueWithForecastActionType | FetchReviewCompanyActionType | FetchReviewTransferDetailActionType | FetchRewardsPlanActionType | FetchScheduleAccruedDetailsActionType | FetchScheduleAccruedDetailsPageActionType | FetchScheduleDetailsActionType | FetchScheduleDetailsPageActionType | FetchScheduleListActionType | FetchSchedulesListActionType | FetchSkillsActionType | FetchSubscriptionActionType | FetchSubscriptionAddOnsActionType | FetchSubscriptionCouponsActionType | FetchSubscriptionCreateEstimateActionType | FetchSubscriptionDetailsActionType | FetchSubscriptionListActionType | FetchSubscriptionPlansActionType | FetchSubscriptionSummaryForTenantActionType | FetchSubscriptionUpdateEstimateActionType | FetchSubTasksActionType | FetchSuggestedQuestionsActionType | FetchTaskDetailActionType | FetchTaskDetailPageActionType | FetchTaskGroupTemplatesActionType | FetchTaskHistoryActionType | FetchTaskListActionType | FetchTaskListPageActionType | FetchTaskManagerMetricsActionType | FetchTasksCardActionType | FetchTransactionActivityLogActionType | FetchTransactionDetailActionType | FetchTransactionListByAccountActionType | FetchTransactionListByClassActionType | FetchTransactionListByEntityActionType | FetchTransactionListByProjectActionType | FetchTransactionsForEntityActionType | FetchTransactionsListByCategoryTypeActionType | FetchTransferAccountsActionType | FetchTreasuryDetailActionType | FetchTreasuryFundsActionType | FetchTreasuryHistoryActionType | FetchTreasurySetupViewActionType | FetchTreasuryStatementListActionType | FetchTreasuryTaxLetterListActionType | FetchTreasuryTransactionListActionType | FetchTrendForEntityActionType | FetchUserDetailActionType | FetchUserFinancialAccountActionType | FetchUserListByTypeActionType | FetchUserRoleConfigActionType | FetchVendor1099TypeListActionType | FetchVendorActionType | FetchVendorAndUpdateBillLocalDataActionType | FetchVendorByNameAndParseInvoiceActionType | FetchVendorDetailsActionType | FetchVendorFirstReviewAttachmentsActionType | FetchVendorFirstReviewViewActionType | FetchVendorGlobalReviewViewActionType | FetchVendorRecommendationsForCreateTransactionActionType | FetchVendorsActionType | FetchVendorsFiling1099ActionType | FetchVendorsFiling1099AllActionType | FetchVendorsFiling1099DownloadActionType | FetchVendorTabViewActionType | FetchVendorTypeListActionType | FetchZeniAccountListPageActionType | FetchZeniAccountsConfigActionType | FetchZeniAccountSetupViewActionType | FetchZeniAccStatePageActionType | FetchZeniUsersActionType | GetOnboardingEmailGroupActionType | GetOnboardingPlaidLinkTokenActionType | GetPaymentAccountsActionType | GetPlaidLinkTokenActionType | IgnoreActualMatchingSuggestionActionType | IgnoreExpenseAutomationJEScheduleActionType | ImproveUsingZeniGPTActionType | IncludeAccountInReconciliationActionType | InitialiseExpenseAutomationLocalDataForSelectedAccountIdActionType | InitializeAccountMappingViewActionType | InitializeAccountSettingsViewEpicActionType | InitializeBillPaySetupApproverViewUpdateDataActionType | InitializeBillToLocalStoreActionType | InitializeCardUserOnboardingLocalDataActionType | InitializeCompanyHealthMetricViewLocalDataEpicActionType | InitializeCreateTransactionLocalDataActionType | InitializeEditPersonActionType | InitializeExpenseAutomationJeScheduleLocalDataActionType | InitializeInternationalWireLocalDataActionType | InitializeIntlVerificationFormEpicActionType | InitializeMyProfileLocalDataActionType | InitializeNewScheduleActionType | InitializeOnboardingCustomerViewUpdateDataActionType | InitializeRemiSetupApproverViewUpdateDataActionType | InitializeRemiToLocalStoreActionType | InitializeScheduleAccruedDetailLocalDataActionType | InitializeScheduleDetailLocalDataActionType | InitializeSubscriptionLocalDataActionType | InitializeTaskToLocalStoreActionType | InitializeTransactionDetailLocalDataActionType | InitializeVendorAddressActionType | InitiateChargeCardRepaymentActionType | InitiateReportsClassViewRefetchingActionType | InitiateReportsProjectViewRefetchingActionType | InsightsCardActionType | InvitePeopleActionType | InviteZeniPeopleActionType | InvoiceDetailPageActionType | InvoicingAuditViewActionType | InvoicingCatalogItemDetailFetchActionType | InvoicingCatalogItemDetailPageActionType | InvoicingCatalogItemFormDraftSeedActionType | InvoicingCatalogListViewActionType | InvoicingCatalogPlanActionActionType | InvoicingCatalogProductActionActionType | InvoicingConfigViewActionType | InvoicingCouponDetailFetchActionType | InvoicingCouponDetailPageActionType | InvoicingCouponFormDraftSeedActionType | InvoicingCouponViewActionType | InvoicingCreditNoteDetailViewActionType | InvoicingCreditNoteListViewActionType | InvoicingCustomerDetailPageActionType | InvoicingCustomerFormDraftSeedActionType | InvoicingCustomerListViewActionType | InvoicingCustomerPaymentMethodActionType | InvoicingCustomerRecordViewActionType | InvoicingDataImportViewActionType | InvoicingDiscountActionActionType | InvoicingDunningActionActionType | InvoicingDunningCaseDetailPageActionType | InvoicingDunningCaseDetailViewActionType | InvoicingDunningCaseListViewActionType | InvoicingInvoiceActionActionType | InvoicingOverviewActionType | InvoicingPaymentActionActionType | InvoicingPaymentLinkEmailPreviewActionType | InvoicingPaymentLinkEmailPreviewPageActionType | InvoicingPromotionalCreditActionActionType | InvoicingQboViewActionType | InvoicingSettingsViewActionType | InvoicingSubscriptionActionActionType | InvoicingSubscriptionDetailFetchActionType | InvoicingSubscriptionDetailPageActionType | InvoicingSubscriptionEstimateActionType | InvoicingSubscriptionFormDraftSeedActionType | InvoicingSubscriptionFormPageActionType | InvoicingSubscriptionListViewActionType | InvoicingTransactionDetailViewActionType | InvoicingTransactionListViewActionType | IssueChargeCardActionType | LockChargeCardActionType | LockChargeCardsActionType | MarkAsCompleteScheduleDetailActionType | MarkCoachmarkDismissedActionType | MarkTransactionAsNotMiscategorizedActionType | MatchAndReverseAccrualsActionType | NetBurnOrIncomeActionType | NetBurnOrIncomeClassesViewActionType | NetBurnOrIncomeForTimeframeActionType | NetBurnOrIncomeForTimeframeClassesViewActionType | NetBurnOrIncomeForTimeframeProjectViewActionType | NetBurnOrIncomeProjectViewActionType | NotifyMeForFeatureActionType | OneTimeAccrualActionsActionType | OpExActionType | OpExByVendorReportActionType | OpExByVendorReportForTimeframeActionType | OpExByVendorReportSummaryActionType | OpExClassesViewActionType | OpExForTimeframeClassesViewActionType | OpExForTimeframeProjectViewActionType | OpExForTimeframeViewActionType | OpExProjectViewActionType | ParallelFetchAccountTransactionListActionType | ParallelFetchClassTransactionListActionType | ParallelFetchEntityTransactionListActionType | ParallelFetchProjectTransactionListActionType | ParallelFetchTransactionListByCategoryTypeActionType | ParseCombinedStatementActionType | ParseInvoiceToBillActionType | ParseReceiptsToRemiActionType | ParseStatementActionType | ParseUploadedKybDocumentActionType | ParseUploadedKycDocumentActionType | PeopleActionType | PeoplePageActionType | PeopleSaveUpdatesActionType | PolicyDocumentExtractionToRecommendationBridgeActionType | PolicyRecommendationFromUploadActionType | PrefetchOtherJeSchedulesTabActionType | ProfitAndLossActionType | ProfitAndLossClassesViewActionType | ProfitAndLossForTimeframeActionType | ProfitAndLossForTimeframeClassesViewActionType | ProfitAndLossForTimeframeProjectViewActionType | ProfitAndLossProjectViewActionType | PushToastNotificationActionType | RecommendationForAccountSettingsActionType | RecommendationForAccountTypeActionType | RecordPaymentActionType | RefetchCompletedTransactionsOnBulkUploadSortActionType | RefreshBatchDetailsForBatchIdActionType | RefreshExpenseAutomationCurrentTabActionType | RefreshIntegrationsDataActionType | RefreshOpExByVendorReportActionType | RejectVendorGlobalReviewActionType | ReorderBillPayApprovalRulesActionType | ReorderRemiApprovalRulesActionType | ReparseStatementActionType | ReportsResyncActionType | ResendCardInviteActionType | ResendInviteActionType | ResendOtpActionType | ResendReferralInviteActionType | ResendVerifyDeviceOTPActionType | ResetKycKybActionType | ResetTransactionVendorLocalDataActionType | ResetVendorDetailLocalDataActionType | RestoreAutomatchingActionType | ResumeEnableAccountingProjectsActionType | RetryBankAccountConnectionActionType | RetryBankAccountConnectionForOnboardingActionType | RetryExpenseAutomationJEScheduleActionType | RetryOrRefundBillActionType | RevenueActionType | RevenueClassesViewActionType | RevenueForTimeframeClassesViewActionType | RevenueForTimeframeProjectViewActionType | RevenueForTimeframeViewActionType | RevenueProjectViewActionType | RevertJeScheduleActionType | ReviewDraftRemisBulkActionActionTye | ReviewExpenseAutomationFluxAnalysisActionType | RevokeCardInviteActionType | RevokeChargeCardsInviteActionType | SaveAccountMappingViewActionType | SaveAccountSettingsViewEpicActionType | SaveAddressActionType | SaveBillDetailActionType | SaveBillPaySetupApproverViewUpdatesActionType | SaveCannedResponseActionType | saveCardOnboardingUserDetailsActionType | SaveCompanyBillingAddressActionType | SaveCompanyHealthMetricByIdEpicActionType | SaveCompanyMonthEndReportActionType | SaveCompanyPassportDetailsActionType | SaveCreditAgentMacroActionType | SaveCustomerSummaryDetailActionType | SaveExpenseAutomationReconciliationDetailActionType | SaveExternalConnectionActionType | SaveMagicLinkBankAccountActionType | SaveNewScheduleActionType | SaveNotificationPreferencesActionType | SaveNotificationSettingsEpicActionType | SaveOnboardingCustomerCompletedStatusActionType | SaveOnboardingCustomerNotesActionType | SaveOnboardingCustomerViewUpdatesActionType | SaveRealTimeApprovalActionType | SaveReasonForAuditRuleActionType | SaveReconciliationReviewActionType | SaveRemiDetailActionType | SaveRemiSetupApproverViewUpdatesActionType | SaveScheduleAccruedDetailsActionType | SaveScheduleDetailsActionType | SaveSubscriptionNotesUpdatesActionType | SaveSubscriptionUpdatesActionType | SaveTaskDetailActionType | SaveTranactionVendorActionType | SaveTransactionDetailActionType | SaveVendorActionType | SaveVendorDetailsViewActionType | SaveVendorFirstReviewViewActionType | ScheduleTenantCreditScoreCronActionType | SearchMatchAccrualsActionType | SearchMatchTransactionsActionType | SearchTransactionsForManualMatchActionType | SearchTransactionsForNewScheduleActionType | SeedAiCardCreationFormDraftActionType | SeedAiCardPolicyFormDraftActionType | SendCompanyMonthEndReportActionType | SendEmailMagicLinkToUserActionType | SendOnboardingCustomerViewInviteActionType | SendOtpActionType | SendReferralInviteActionType | SessionHeartbeatActionType | SignInActionType | SignOutActionType | SnoozeTaskActionType | StatementCloseDayActionType | StopSubmitActionType | StopSubmitQuestionActionType | SubmitDraftBillsBulkActionActionType | SubmitDraftRemisBulkActionActionType | SubmitExpressPayActionType | SubmitFeedbackActionType | SubmitIntlVerificationActionType | SubmitQuestionActionType | SubmitRecommendationFeedbackActionType | SwitchExpenseAutomationJESchedulesTabActionType | SyncInvoicingSubscriptionCouponsActionType | SyncTabsAfterAutomatchActionType | ToggleReportUIOptionForecastModeActionType | TopExActionType | TranscribeAudioActionType | TransferMoneyActionType | TreasuryTransferMoneyActionType | TriggerAiAccountantJobActionType | TriggerReviewTabRefetchActionType | UndoReversalAccrualsActionType | UnlinkPaymentAccountActionType | UnlockChargeCardActionType | UnlockChargeCardsActionType | UnsnoozeTaskActionType | UpdateAccountingClassesEnabledActionType | UpdateAccruedJESchedulesActionType | UpdateAddressActionType | UpdateAmountsInScheduleAccruedDetailActionType | UpdateAmountsInScheduleDetailActionType | UpdateAutoReviewIncomeWithoutCustomerActionType | UpdateAutoTransferRuleActionType | UpdateBusinessVerificationDetailsActionType | UpdateCapitalizationAccountThresholdActionType | UpdateCardPolicyActionType | UpdateCardProfileActionType | UpdateChargeCardDetailActionType | UpdateChargeCardLimitActionType | UpdateChargeCardNameActionType | UpdateChargeCardsLimitActionType | UpdateCombinedStatementInfoActionType | UpdateCompanyDetailsActionType | UpdateCompanyOfficerActionType | UpdateCompanyPassportLocalStoreDataActionType | UpdateCompanyProductServicesActionType | UpdateCompanyQboRealmIdActionType | UpdateCompanyTaskManagerViewFiltersActionType | UpdateCustomersTabSettingActionType | UpdateDashboardLayoutActionType | UpdateDebitCardPinAttemptActionType | UpdateDepositAccountActionType | UpdateDynamicFormActionType | UpdateExpenseAutomationReconciliationBalanceLocalDataActionType | UpdateFileNameActionType | UpdateFilesMetadataActionType | UpdateJESchedulesActionType | UpdateMappedCashAccountActionType | UpdateMileageDetailsActionType | UpdateMyProfileActionType | UpdateNetBurnOrIncomeStoryCardSettingsActionType | UpdateNotificationViewAllNotificationsStatusActionType | UpdateNotificationViewNotificationStatusActionType | UpdateOnboardingCustomerViewActionType | UpdateOnboardingCustomerViewCompleteStatusActionType | UpdateOnboardingCustomerViewDashboardLoadedActionType | UpdateOnboardingCustomerViewLocalStoreDataActionType | UpdateOnboardingPaymentAccountLoginStatusActionType | UpdateOnboardingPaymentAccountStatusActionType | UpdatePaymentAccountActionType | UpdatePaymentAccountLoginStatusActionType | UpdatePaymentAccountStatusActionType | UpdatePhysicalChargeCardAttemptActionType | UpdatePortfolioAllocationActionType | UpdatePrimaryContactActionType | UpdatePrimaryFundingAccountActionType | UpdateQBOConnectionPoolExternalConnectionActionType | UpdateReferViewedActionType | UpdateRemiSetupViewLocalStoreDataActionType | UpdateReportUIOptionCOABalancesRangeActionType | UpdateReportUIOptionIsCompareModeActionType | UpdateReportUIOptionIsCompareModeOnActionType | UpdateReportUIOptionThisPeriodActionType | UpdateReportUIOptionTimeFrameActionType | UpdateSectionAccountsViewActionType | UpdateSectionClassesViewV2ActionType | UpdateSectionProjectViewActionType | UpdateSelectedVendorForCreateFlowActionType | UpdateSetupViewLocalStoreDataActionType | UpdateStatementInfoActionType | UpdateTaskFromListViewActionType | UpdateTaskGroupNameActionType | UpdateTransactionDetailActionType | UpdateTransactionOnUploadSuccessActionType | UpdateVendorContactActionType | UploadAccountStatementActionType | UploadMissingReceiptSuccessEpicActionType | UploadTransactionReceiptSuccessEpicActionType | ValidateBillsBulkActionActionType | VendorFiling1099UploadDetailsSaveActionType | VendorsTabFetchVendorActionType | VendorsTabFetchVendorDetailPageViewActionType | VendorsTabFetchVendorDetailsActionType | VendorsTabResetVendorDetailLocalDataActionType | VendorsTabSaveVendorActionType | VerifyDeviceWithTwoFAActionType | VerifyOtpActionType | VerifyUserActionType | WatchBulkUploadBatchStatusActionType | WiseRedirectActionType;
 export declare const featureRootEpic: Epic<RootActionType>;

package/lib/epic.js

@@ -164,6 +164,7 @@ const updateCapitalizationAccountThresholdEpic_1 = require("./view/companyView/e
 const updateCompanyDetailsEpic_1 = require("./view/companyView/epic/companyPassport/updateCompanyDetailsEpic");
 const updateCompanyOfficerEpic_1 = require("./view/companyView/epic/companyPassport/updateCompanyOfficerEpic");
 const updateCompanyPassportLocalStoreDataEpic_1 = require("./view/companyView/epic/companyPassport/updateCompanyPassportLocalStoreDataEpic");
+const updateCustomersTabSettingEpic_1 = require("./view/companyView/epic/companyPassport/updateCustomersTabSettingEpic");
 const updatePrimaryContactEpic_1 = require("./view/companyView/epic/companyPassport/updatePrimaryContactEpic");
 const fetchAllCockpitViewsEpic_1 = require("./view/companyView/epic/fetchAllCockpitViewsEpic");
 const fetchCompanyManagementViewEpic_1 = require("./view/companyView/epic/fetchCompanyManagementViewEpic");
@@ -1520,6 +1521,7 @@ const ALL_EPICS = [
     updateCompanyProductServicesEpic_1.updateCompanyProductServicesEpic,
     updateCompanyQboRealmIdEpic_1.updateCompanyQboRealmIdEpic,
     updateCompanyTaskManagerViewFiltersEpic_1.updateCompanyTaskManagerViewFiltersEpic,
+    updateCustomersTabSettingEpic_1.updateCustomersTabSettingEpic,
     updateDashboardLayoutEpic_1.updateDashboardLayoutEpic,
     updateDebitCardPinAttemptEpic_1.updateDebitCardPinAttemptEpic,
     updateDepositAccountEpic_1.updateDepositAccountEpic,

package/lib/esm/entity/genericEntity/customerWithSubCustomersId.js

@@ -0,0 +1,12 @@
+// Customers tab "Include sub-customers & projects": the customer's rolled-up income trend and transactions are
+// cached under this derived entity id, apart from its own. The API calls send the customer id with
+// include_sub_customers instead (fromCustomerEntityId).
+const WITH_SUB_CUSTOMERS_SUFFIX = '+sub_customers';
+export const toCustomerWithSubCustomersId = (customerId) => `${customerId}${WITH_SUB_CUSTOMERS_SUFFIX}`;
+/** The customer id the API takes, and whether its sub-customers and projects are included. */
+export const fromCustomerEntityId = (entityId) => entityId.endsWith(WITH_SUB_CUSTOMERS_SUFFIX)
+    ? {
+        customerId: entityId.slice(0, -WITH_SUB_CUSTOMERS_SUFFIX.length),
+        includeSubCustomers: true,
+    }
+    : { customerId: entityId, includeSubCustomers: false };

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -221,6 +221,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     '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',

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

@@ -1 +1,4 @@
-export {};
+export const CUSTOMERS_TAB_SETTING_API_KEYS = {
+    includeSubCustomersInTotals: 'include_sub_customers_in_totals',
+    listTopLevelCustomersOnly: 'list_top_level_customers_only',
+};

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

@@ -116,11 +116,22 @@ const tenant = createSlice({
                 tenantSummariesById[payload.tenant_id] =
                     mapTenantSummaryPayloadToTenantSummary(payload);
             });
-            draft.tenantSummariesById = tenantSummariesById;
             draft.tenantIds = Object.keys(tenantSummariesById);
             // A tenant missing from the list is no longer accessible to the user,
             // except the open one: the list hides companies by status, and the
-            // selected tenant's record was loaded for it on its own.
+            // selected tenant's record was loaded for it on its own. Its summary
+            // stays too (outside `tenantIds`, so not in the switcher), so its ids
+            // are still known while its record loads.
+            const { currentTenantId } = draft;
+            const currentTenantSummary = currentTenantId != null
+                ? draft.tenantSummariesById[currentTenantId]
+                : undefined;
+            if (currentTenantId != null &&
+                currentTenantSummary != null &&
+                tenantSummariesById[currentTenantId] == null) {
+                tenantSummariesById[currentTenantId] = currentTenantSummary;
+            }
+            draft.tenantSummariesById = tenantSummariesById;
             const accessibleTenantsById = {};
             Object.values(draft.tenantsById).forEach((tenant) => {
                 if (tenantSummariesById[tenant.tenantId] != null ||
@@ -177,6 +188,13 @@ const tenant = createSlice({
                     enabled;
             }
         },
+        updateTenantCustomersTabSetting(draft, action) {
+            const { tenantId, setting, enabled } = action.payload;
+            const tenant = draft.tenantsById[tenantId];
+            if (tenant != null) {
+                tenant.customersTabSettings[setting] = enabled;
+            }
+        },
         // Optimistic per-key merge of the product-family flags after a cockpit
         // "enable services" write succeeds. Only the provided keys are applied so
         // other product settings are preserved.
@@ -956,7 +974,7 @@ const tenant = createSlice({
         });
     },
 });
-export const { updateTenants, fetchAllTenants, updateTenantSummariesSuccess, seedTenantSummary, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, initEmailConnectOAuth, initEmailConnectOAuthSuccess, initEmailConnectOAuthFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantAccountingProjectsEnabled, updateTenantAutoReviewIncomeWithoutCustomer, updateTenantProductSettings, updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, updateTreasuryVideoViewedForLoggedInUser, updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
+export const { updateTenants, fetchAllTenants, updateTenantSummariesSuccess, seedTenantSummary, updateTenantsFailure, fetchActiveTenant, updateTenantSuccess, updateTenantFailure, updateCurrentTenant, fetchExcludedResources, updateExcludedResourcesSuccess, updateExcludedResourcesFailure, doSignIn, doMagicLinkSignIn, magicLinkSignInSuccess, magicLinkSignInFailure, sendEmailMagicLinkToUser, sendEmailMagicLinkToUserSuccess, sendEmailMagicLinkToUserFailure, updateSignInState, doSignOut, signOutSuccess, sendSessionHeartbeat, sessionHeartbeatSuccess, sessionHeartbeatFailure, updateLoggedInUser, fetchExternalConnections, saveExternalConnection, saveExternalConnectionSuccess, saveExternalConnectionFailure, fetchExternalConnectionsFailure, fetchExternalConnectionsSuccess, saveAPIKeyConnection, saveAPIKeyConnectionSuccess, saveAPIKeyConnectionFailure, saveOAuthConnection, saveOAuthConnectionSuccess, saveOAuthConnectionFailure, saveConnectorCredentials, saveConnectorCredentialsSuccess, saveConnectorCredentialsFailure, initEmailConnectOAuth, initEmailConnectOAuthSuccess, initEmailConnectOAuthFailure, deleteConnection, deleteConnectionSuccess, deleteConnectionFailure, fetchSubscriptionSummaryForTenant, updateSubscriptionSummaryForTenantSuccess, updateSubscriptionSummaryForTenantFailure, updateOnboardingTenants, removeOnboardingTenant, updateTenantReimbursementInfo, updateReferViewedForLoggedInUser, resetSignInState, trigger2FA, updateTenantAccountingClassesEnabled, updateTenantAccountingProjectsEnabled, updateTenantAutoReviewIncomeWithoutCustomer, updateTenantCustomersTabSetting, updateTenantProductSettings, updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride, updateTenantMasterTOSInfo, verifyDeviceWithTwoFA, verifyDeviceWithTwoFASuccess, verifyDeviceWithTwoFAFailure, updateTreasuryVideoViewedForLoggedInUser, updateTreasuryPromoRemindMeLaterClickedForLoggedInUser, updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser, resendVerifyDeviceOTP, resendVerifyDeviceOTPSuccess, resendVerifyDeviceOTPFailure, } = tenant.actions;
 export default tenant.reducer;
 /**
  * Applies treasury promo user fields from the tenants API user block when present.
@@ -1015,6 +1033,12 @@ function mapTenantPayloadToTenant(payload, userTenantPayload) {
         isAccountingProjectsEnabled: payload.is_accounting_projects_enabled ?? false,
         isAutoReviewIncomeWithoutCustomerEnabled: payload.accounting_config?.customers
             ?.auto_review_income_without_customer ?? false,
+        customersTabSettings: {
+            includeSubCustomersInTotals: payload.accounting_config?.customers?.include_sub_customers_in_totals ??
+                false,
+            listTopLevelCustomersOnly: payload.accounting_config?.customers?.list_top_level_customers_only ??
+                false,
+        },
         bookCloseDate: payload.book_close_date != null
             ? date(payload.book_close_date)
             : undefined,

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

@@ -1,4 +1,5 @@
 import { createSelector } from '@reduxjs/toolkit';
+import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getCompanyByCompanyId } from '../company/companySelector';
 export function getTenant(tenantState, companyState, tenantId) {
@@ -318,6 +319,7 @@ export const getIsAutoReviewIncomeWithoutCustomerEnabled = (state) => {
     return (tenantsById[currentTenantId]?.isAutoReviewIncomeWithoutCustomerEnabled ??
         false);
 };
+export const getTenantCustomersTabSettings = (tenantState, tenantId) => recordGet(tenantState.tenantsById, [tenantId, 'customersTabSettings'], undefined);
 export const isTenantBookkeepingEnabled = (tenant) => {
     // if the tenants API takes time, tenant can be non null with productSettings as null
     return tenant != null && tenant.productSettings != null

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

@@ -1 +1,4 @@
-export {};
+export const DEFAULT_CUSTOMERS_TAB_SETTINGS = {
+    includeSubCustomersInTotals: false,
+    listTopLevelCustomersOnly: false,
+};