@zeniai/client-epic-state 5.3.21-betaAK1 → 5.3.22-beta0KB

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

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

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

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

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

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

package/lib/index.d.ts

@@ -147,8 +147,8 @@ import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { TaskGroupState } from './entity/taskGroup/taskGroupState';
 import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
 import { DoSignInPayload, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, seedTenantSummary, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
-import { CurrentTenant, CurrentTenantIds, DEFAULT_RECEIPTS_EMAIL, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isCurrentTenantLoaded, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantLoaded, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
-import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
+import { CurrentTenant, CurrentTenantIds, DEFAULT_RECEIPTS_EMAIL, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantCustomersTabSettings, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isCurrentTenantLoaded, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantLoaded, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
+import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, CustomersTabSettingKey, CustomersTabSettings, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { toExternalSupportedTool } from './entity/tenant/tenantTypes';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
@@ -284,11 +284,11 @@ import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthReportTemplate
 import { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewFilters } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { CompanyTaskManagerSelectorView, TaskWithCompanyDetail, getCompanyTaskManagerView } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
 import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewState';
-import { CompanyProductServicesInput, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, updateCompanyProductServices, updateCompanyQboRealmId } from './view/companyView/companyViewReducer';
+import { CompanyProductServicesInput, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, updateCompanyProductServices, updateCompanyQboRealmId, updateCustomersTabSetting } from './view/companyView/companyViewReducer';
 import { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
 import { CompanyManagementView, getAddonListZeniSku, getCompanyManagementView, getCompanyProductServicesUpdateStatus, getCompanyQboRealmIdUpdateStatus, getPlanListZeniSku } from './view/companyView/selector/companyManagementViewSelector';
-import { CompanyPassportLocalStoreDataView, CompanyPassportView, getCompanyPassportLocalStoreData, getCompanyPassportView, isCompanyPassportDataToBeSaved } from './view/companyView/selector/companyPassportViewSelector';
+import { CompanyPassportLocalStoreDataView, CompanyPassportView, getCompanyPassportLocalStoreData, getCompanyPassportView, getIsCustomersTabSettingsUpdateInProgress, isCompanyPassportDataToBeSaved } from './view/companyView/selector/companyPassportViewSelector';
 import { CompanyPortfolioView, getCompanyPortfolioView, isInfiniteRunway } from './view/companyView/selector/companyPortfolioViewSelector';
 import { AllCockpitTabsView, getAllCockpitTabsFilterView } from './view/companyView/selector/getAllCockpitTabsFilterView';
 import { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, toCockpitTabsFileTypeStrict, toCockpitTabsIDStrict } from './view/companyView/types/cockpitTabsID';
@@ -652,7 +652,7 @@ import { ALL_CREATABLE_TRANSACTION_TYPES, CreatableTransactionType, CreateTransa
 import { AccountingProviderAttachmentSelector, getAccountingProviderAttachment } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
 import { JOURNAL_ENTRY_SORT_KEYS, JournalEntryRowSortConfig, JournalEntrySortAccessors, JournalEntrySortKey, filterJournalEntryLinesExcludingLinked, journalEntryDefaultSortConfig, journalEntrySplitReconciliation, journalEntryTotalsByPostingSide, sortJournalEntryLines, sumJournalEntryAmounts, toJournalEntrySortKey } from './view/transactionDetail/journalEntryLinesViewModel';
 import { getChangedLineItemCountFromLocalData, isAccountUncategorized } from './view/transactionDetail/transactionDetailLocalDataHelper';
-import { addCreateTransactionLine, addSplitLine, clearRecommendationsForCreateTransactionLines, clearTransactionDetailSaveStatus, createTransaction, createTransactionAttachmentUploadFailure, createTransactionSuccessOrFailure, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, fetchVendorRecommendationsForCreateTransaction, initializeCreateTransactionLocalData, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeCreateTransactionLine, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetCreateTransactionLocalData, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, setRecommendationsForCreateTransactionLines, toggleSplitEditMode, updateCreateTransactionLineLocalData, updateCreateTransactionLocalData, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
+import { addCreateTransactionLine, addSplitLine, clearRecommendationsForCreateTransactionLines, clearTransactionDetailSaveStatus, createTransaction, createTransactionCompleted, createTransactionSuccessOrFailure, deleteSplitLine, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, fetchVendorRecommendationsForCreateTransaction, initializeCreateTransactionLocalData, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeCreateTransactionLine, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetCreateTransactionLocalData, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, setRecommendationsForCreateTransactionLines, toggleSplitEditMode, updateCreateTransactionLineLocalData, updateCreateTransactionLocalData, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
 import { TransactionDetailReport, VendorDetailsView, getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction } from './view/transactionDetail/transactionDetailSelector';
 import { TransactionUpdates, getThirdPartyIdFromTransactionId } from './view/transactionDetail/transactionDetailState';
 import { TransactionDetailLineItemData, TransactionDetailLocalData, TransactionVendorUpdates } from './view/transactionDetail/transactionDetailTypes';
@@ -754,7 +754,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorSpendTrendFilterTabType';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
-export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, CurrentTenantIds, TenantProductSettings, getTenantBaseById, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, isCurrentTenantLoaded, isTenantLoaded, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, seedTenantSummary, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, DEFAULT_RECEIPTS_EMAIL, getReceiptsEmail, };
+export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, CurrentTenantIds, TenantProductSettings, CustomersTabSettings, CustomersTabSettingKey, getTenantBaseById, getCurrentTenant, getCurrentTenantId, getCurrentTenantIds, isCurrentTenantLoaded, isTenantLoaded, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getIsAutoReviewIncomeWithoutCustomerEnabled, getTenantCustomersTabSettings, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, seedTenantSummary, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, DEFAULT_RECEIPTS_EMAIL, getReceiptsEmail, };
 export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
 export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
 export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
@@ -820,7 +820,7 @@ export { MatchedTransaction };
 export { SupportedTransaction, SupportedTransactionWithCOT, SupportedTransactionPayload, getScheduleTransactionById, getSupportedTransactionById, };
 export { updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { TransactionListByAccountReport, getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
-export { ALL_CREATABLE_TRANSACTION_TYPES, initializeCreateTransactionLocalData, updateCreateTransactionLocalData, updateCreateTransactionLineLocalData, addCreateTransactionLine, removeCreateTransactionLine, resetCreateTransactionLocalData, createTransaction, createTransactionAttachmentUploadFailure, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines, clearRecommendationsForCreateTransactionLines, getCreateTransactionView, getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
+export { ALL_CREATABLE_TRANSACTION_TYPES, initializeCreateTransactionLocalData, updateCreateTransactionLocalData, updateCreateTransactionLineLocalData, addCreateTransactionLine, removeCreateTransactionLine, resetCreateTransactionLocalData, createTransaction, createTransactionCompleted, createTransactionSuccessOrFailure, fetchVendorRecommendationsForCreateTransaction, setRecommendationsForCreateTransactionLines, clearRecommendationsForCreateTransactionLines, getCreateTransactionView, getCreateTransactionLocalData, getCreateTransactionStatus, getCreateTransactionVendorRecommendations, fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, addSplitLine, deleteSplitLine, toggleSplitEditMode, };
 export { TransactionUpdates, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
 export { TransactionListByEntityView, getTransactionListByEntity };
 export { TransactionListByClassReport, getTransactionListByClass, getTransactionListUIStateByClassKey, TransactionListByProjectReport, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -867,7 +867,7 @@ export { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, Filte
 export { CockpitDownloadTabsID, CockpitTabsFileType, CockpitTabsID, ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStrict, toCockpitTabsFileTypeStrict, };
 export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueWithCode, isAllowedValueWithID, };
 export { ManagementUIState, PortfolioUIState };
-export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCompanyProductServices, CompanyProductServicesInput, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, UpdateActionType, CompanyPassportLocalStoreDataView, };
+export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, getIsCustomersTabSettingsUpdateInProgress, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateAutoReviewIncomeWithoutCustomer, updateCustomersTabSetting, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCompanyProductServices, CompanyProductServicesInput, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, UpdateActionType, CompanyPassportLocalStoreDataView, };
 export { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData, CompanyDetailsLocalData, PrimaryContactLocalData, CompanyOfficerLocalData, CompanyOfficerType, CompanyPassportLocalData, toCompanyPassportLocalData, };
 export type { CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, };
 export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
@@ -1276,7 +1276,8 @@ export type { ActualMatchingMatchId } from './entity/actualMatching/actualMatchi
 export type { SessionEndpointsLoader } from './sessionEndpointsLoader';
 export type { DisplayCurrencyFallback } from './entity/actualMatching/actualMatchingPayload';
 export { fetchCustomerSummaryDetail, fetchCustomerSummaryList, resetCustomerSummaryDetailUiState, saveCustomerSummaryDetail, updateCustomerAllTransactionsTabData, updateCustomerDetailSelectedTab, updateCustomerSummaryRevenueSelection, updateCustomerSummaryScrollYOffset, updateCustomerSummarySortUiState, updateCustomerTrendFilter, } from './view/customerSummaryView/customerSummaryViewReducer';
-export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';
+export { getCustomerSummaryAllTransactionsTabData, getCustomerSummaryDetail, getCustomerSummaryList, getCustomerSummarySelectedTabType, getCustomerSummaryTrendFilter, getCustomersTabSettings, isCustomersTabVisible, } from './view/customerSummaryView/customerSummaryViewSelector';
 export type { CustomerSummaryDetailView } from './view/customerSummaryView/customerSummaryViewSelector';
 export { CUSTOMER_REVENUE_KEYS } from './view/customerSummaryView/customerSummaryViewState';
-export type { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerRevenueKey, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummaryDetailState, CustomerSummarySortKey, CustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewState';
+export type { CustomerAllTransactionsTabData, CustomerDetailTabType, CustomerRevenueKey, CustomerSummary, CustomerSummaryDetailChanges, CustomerSummaryDetailState, CustomerSummaryFigures, CustomerSummaryReference, CustomerSummarySortKey, CustomerSummaryViewState, } from './view/customerSummaryView/customerSummaryViewState';
+export { fromCustomerEntityId, toCustomerWithSubCustomersId, } from './entity/genericEntity/customerWithSubCustomersId';