@zeniai/client-epic-state 5.3.5 → 5.3.6

package/lib/entity/customerIncome/customerIncomeTrend.d.ts

@@ -1,15 +1,23 @@
 import { Amount } from '../../commonStateTypes/amount';
 import { BalanceKind, TrendTimeseries } from '../../commonStateTypes/balanceTimeseries';
 import { COABalance, COABalanceGrouped } from '../../commonStateTypes/coaBalance/coaBalance';
-import { TimePeriod } from '../../commonStateTypes/timePeriod';
+import { Month, TimePeriod } from '../../commonStateTypes/timePeriod';
 import { CustomerBase } from '../customer/customerState';
 import { InsightSummary } from '../insights/insightSummary';
+import { VendorSpendTrendFilterTabType } from '../vendorExpense/vendorSpendTrendFilterTabType';
 export interface CustomerIncomeTrendData {
     customer: CustomerBase;
     incomeTrend: COABalanceGrouped;
     insights: InsightSummary[];
     timePeriod: TimePeriod;
 }
+/** Customers tab trend pills: same periods as the Vendors spend pills. */
+export interface CustomerIncomeTrendFilter {
+    filter: VendorSpendTrendFilterTabType;
+    last30DaysRevenue: number;
+    last90DaysRevenue: number;
+    firstMonthOfFY?: Month;
+}
 export declare class CustomerIncomeTrend implements TrendTimeseries {
     #private;
     get balancesKind(): BalanceKind;
@@ -24,5 +32,13 @@ export declare class CustomerIncomeTrend implements TrendTimeseries {
     get customer(): CustomerBase;
     get timePeriod(): TimePeriod;
     get key(): string;
-    constructor({ customer, timePeriod, incomeTrend, insights, }: CustomerIncomeTrendData);
+    withFilter(filter: CustomerIncomeTrendFilter): CustomerIncomeTrend;
+    constructor({ customer, timePeriod, incomeTrend, insights }: CustomerIncomeTrendData, filter?: CustomerIncomeTrendFilter);
 }
+/**
+ * Months covering the last `n` days, oldest month cut so the slices add up to the precomputed
+ * last-n-days total. Port of accounting `SpendTrendReport._prepare_last_n_days_time_slice`
+ * (Vendors gets these slices from the spend_trend API; income_trend has no equivalent).
+ * The cut slice is clamped at 0: the total (gl_entries, daily) and the months (live QBO) can disagree.
+ */
+export declare const getLastNDaysMonths: (months: COABalance[], lastNDaysAmount: number, n: number) => COABalance[];

package/lib/entity/customerIncome/customerIncomeTrend.js

@@ -10,9 +10,11 @@ var __classPrivateFieldSet = (this && this.__classPrivateFieldSet) || function (
     if (typeof state === "function" ? receiver !== state || !f : !state.has(receiver)) throw new TypeError("Cannot write private member to an object whose class did not declare it");
     return (kind === "a" ? f.call(receiver, value) : f ? f.value = value : state.set(receiver, value)), value;
 };
-var _CustomerIncomeTrend_customer, _CustomerIncomeTrend_timePeriod, _CustomerIncomeTrend_incomeTrend, _CustomerIncomeTrend_insights;
+var _CustomerIncomeTrend_customer, _CustomerIncomeTrend_filter, _CustomerIncomeTrend_timePeriod, _CustomerIncomeTrend_incomeTrend, _CustomerIncomeTrend_insights;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.CustomerIncomeTrend = void 0;
+exports.getLastNDaysMonths = exports.CustomerIncomeTrend = void 0;
+const zeniDayJS_1 = require("../../zeniDayJS");
+const vendorExpenseTrend_1 = require("../vendorExpense/vendorExpenseTrend");
 const customerIncomeTrendKey_1 = require("./customerIncomeTrendKey");
 class CustomerIncomeTrend {
     get balancesKind() {
@@ -22,7 +24,18 @@ class CustomerIncomeTrend {
         return 'ascending_date';
     }
     get monthly() {
-        return __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").months ?? [];
+        const months = __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").months ?? [];
+        if (__classPrivateFieldGet(this, _CustomerIncomeTrend_filter, "f") == null) {
+            return months;
+        }
+        const { filter, firstMonthOfFY, last30DaysRevenue, last90DaysRevenue } = __classPrivateFieldGet(this, _CustomerIncomeTrend_filter, "f");
+        if (filter === 'last_30_days') {
+            return (0, exports.getLastNDaysMonths)(months, last30DaysRevenue, 30);
+        }
+        if (filter === 'last_90_days') {
+            return (0, exports.getLastNDaysMonths)(months, last90DaysRevenue, 90);
+        }
+        return (0, vendorExpenseTrend_1.getFilteredExpenseTrend)({ ...__classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f"), last30DaysMonths: null, last90DaysMonths: null }, filter, firstMonthOfFY);
     }
     get quarterly() {
         return __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").quarters ?? [];
@@ -51,8 +64,17 @@ class CustomerIncomeTrend {
     get key() {
         return (0, customerIncomeTrendKey_1.getCustomerIncomeTrendKey)(__classPrivateFieldGet(this, _CustomerIncomeTrend_customer, "f").id, __classPrivateFieldGet(this, _CustomerIncomeTrend_timePeriod, "f"));
     }
-    constructor({ customer, timePeriod, incomeTrend, insights, }) {
+    withFilter(filter) {
+        return new CustomerIncomeTrend({
+            customer: __classPrivateFieldGet(this, _CustomerIncomeTrend_customer, "f"),
+            timePeriod: __classPrivateFieldGet(this, _CustomerIncomeTrend_timePeriod, "f"),
+            incomeTrend: __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f"),
+            insights: __classPrivateFieldGet(this, _CustomerIncomeTrend_insights, "f"),
+        }, filter);
+    }
+    constructor({ customer, timePeriod, incomeTrend, insights }, filter) {
         _CustomerIncomeTrend_customer.set(this, void 0);
+        _CustomerIncomeTrend_filter.set(this, void 0);
         _CustomerIncomeTrend_timePeriod.set(this, void 0);
         _CustomerIncomeTrend_incomeTrend.set(this, void 0);
         _CustomerIncomeTrend_insights.set(this, void 0);
@@ -60,10 +82,48 @@ class CustomerIncomeTrend {
         __classPrivateFieldSet(this, _CustomerIncomeTrend_timePeriod, timePeriod, "f");
         __classPrivateFieldSet(this, _CustomerIncomeTrend_incomeTrend, incomeTrend, "f");
         __classPrivateFieldSet(this, _CustomerIncomeTrend_insights, insights, "f");
+        __classPrivateFieldSet(this, _CustomerIncomeTrend_filter, filter, "f");
     }
 }
 exports.CustomerIncomeTrend = CustomerIncomeTrend;
-_CustomerIncomeTrend_customer = new WeakMap(), _CustomerIncomeTrend_timePeriod = new WeakMap(), _CustomerIncomeTrend_incomeTrend = new WeakMap(), _CustomerIncomeTrend_insights = new WeakMap();
+_CustomerIncomeTrend_customer = new WeakMap(), _CustomerIncomeTrend_filter = new WeakMap(), _CustomerIncomeTrend_timePeriod = new WeakMap(), _CustomerIncomeTrend_incomeTrend = new WeakMap(), _CustomerIncomeTrend_insights = new WeakMap();
+/**
+ * Months covering the last `n` days, oldest month cut so the slices add up to the precomputed
+ * last-n-days total. Port of accounting `SpendTrendReport._prepare_last_n_days_time_slice`
+ * (Vendors gets these slices from the spend_trend API; income_trend has no equivalent).
+ * The cut slice is clamped at 0: the total (gl_entries, daily) and the months (live QBO) can disagree.
+ */
+const getLastNDaysMonths = (months, lastNDaysAmount, n) => {
+    const findMonth = (start) => months.find((month) => month.startDate.isSame(start, 'day'));
+    const withAmount = (month, amount) => ({
+        ...month,
+        balance: { ...month.balance, amount: Math.max(amount, 0) },
+    });
+    const now = (0, zeniDayJS_1.dateNow)();
+    let monthStart = now.startOf('month');
+    let daysCollected = now.date();
+    const currentMonth = findMonth(monthStart);
+    // The current month alone covers the n days (e.g. the 31st for last 30 days): it is the whole total.
+    if (daysCollected >= n) {
+        return currentMonth != null
+            ? [withAmount(currentMonth, lastNDaysAmount)]
+            : [];
+    }
+    const slices = currentMonth != null ? [currentMonth] : [];
+    let total = currentMonth?.balance.amount ?? 0;
+    while (daysCollected < n) {
+        monthStart = monthStart.subtract(1, 'month');
+        daysCollected += monthStart.daysInMonth();
+        const month = findMonth(monthStart);
+        if (month != null) {
+            const slice = daysCollected > n ? withAmount(month, lastNDaysAmount - total) : month;
+            total += slice.balance.amount;
+            slices.unshift(slice);
+        }
+    }
+    return slices;
+};
+exports.getLastNDaysMonths = getLastNDaysMonths;
 /**
  * Returns an average amount for the list of COABalances
  * @param coaBalances

package/lib/entity/insights/insightSummary.d.ts

@@ -1,7 +1,10 @@
 import { ZeniUrl as Url } from '../../zeniUrl';
+import { TrendChangeType } from './insightPayload';
 export type InsightSummary = {
     details: string[];
     icon: Url;
     summary: string;
+    changeType?: TrendChangeType;
+    percentChange?: string;
     title?: string;
 };

package/lib/entity/insights/insightSummaryPayload.js

@@ -8,6 +8,8 @@ const mapInsightsPayloadtoInsightsState = (insightsPayload) => {
         title: insight.title ?? '',
         summary: insight.summary ?? '',
         icon: (0, zeniUrl_1.toZeniUrl)(insight.icon?.url ?? ''),
+        changeType: insight.change_type,
+        percentChange: insight.percent_change,
     }));
 };
 exports.mapInsightsPayloadtoInsightsState = mapInsightsPayloadtoInsightsState;

package/lib/entity/invoicing/invoice/invoicePayload.d.ts

@@ -12,6 +12,7 @@ export interface InvoicingLineItemPayload {
     discount_amount?: number;
     entity_description?: string;
     entity_type?: string;
+    gross_amount?: number | null;
     id?: string;
     is_taxed?: boolean;
     item_level_discount_amount?: number;

package/lib/entity/invoicing/invoice/invoicePayload.js

@@ -17,6 +17,9 @@ const mapLineItem = (payload, currencyCode, currencySymbol) => ({
         : undefined,
     entityDescription: payload.entity_description,
     entityType: payload.entity_type,
+    grossAmount: payload.gross_amount != null
+        ? (0, amount_1.toAmount)(payload.gross_amount, currencyCode, currencySymbol)
+        : undefined,
     id: payload.id,
     isTaxed: payload.is_taxed,
     itemLevelDiscountAmount: payload.item_level_discount_amount != null

package/lib/entity/invoicing/invoice/invoiceState.d.ts

@@ -13,6 +13,8 @@ export interface InvoicingLineItem {
     discountAmount?: Amount;
     entityDescription?: string;
     entityType?: string;
+    /** Price before item-level coupons (`amount` is after); absent on older invoices. */
+    grossAmount?: Amount;
     id?: ID;
     isTaxed?: boolean;
     itemLevelDiscountAmount?: Amount;

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" | "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" | "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

@@ -70,6 +70,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'bill_pay_marked_as_paid',
     'zeni_account_accept_term',
     'update_vendor',
+    'update_customer',
     'data_refresh_update',
     'delete_bank_account',
     'create_bank_account',

package/lib/entity/vendorExpense/vendorSpendTrendFilterTabType.d.ts

@@ -1,4 +1,4 @@
-declare const toVendorSpendTrendFilterTabsType: (v: string) => "last_month" | "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year";
-export declare const toVendorSpendTrendFilterTabsTypeStrict: (v: string) => "last_month" | "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year" | undefined;
+declare const toVendorSpendTrendFilterTabsType: (v: string) => "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_month" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year";
+export declare const toVendorSpendTrendFilterTabsTypeStrict: (v: string) => "last_30_days" | "variance" | "last_90_days" | "YTD_spend" | "last_month" | "last_3_months" | "last_6_months" | "last_12_months" | "last_year" | undefined;
 export type VendorSpendTrendFilterTabType = ReturnType<typeof toVendorSpendTrendFilterTabsType>;
 export {};

package/lib/epic.d.ts

@@ -158,6 +158,9 @@ import { ActionType as FetchCreditAgentMacroActionType } from './view/creditAgen
 import { ActionType as SaveCreditAgentMacroActionType } from './view/creditAgentView/epics/saveCreditAgentMacroEpic';
 import { ActionType as ScheduleTenantCreditScoreCronActionType } from './view/creditAgentView/epics/scheduleTenantCreditScoreCronEpic';
 import { ActionType as UpdateCardProfileActionType } from './view/creditAgentView/epics/updateCardProfileEpic';
+import { ActionType as FetchCustomerSummaryDetailActionType } from './view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic';
+import { ActionType as FetchCustomerSummaryListActionType } from './view/customerSummaryView/epic/fetchCustomerSummaryListEpic';
+import { ActionType as SaveCustomerSummaryDetailActionType } from './view/customerSummaryView/epic/saveCustomerSummaryDetailEpic';
 import { ActionType as FetchDashboardActionType } from './view/dashboard/dashboardEpic';
 import { ActionType as FetchDashboardLayoutActionType } from './view/dashboardLayout/fetchDashboardLayoutEpic';
 import { ActionType as UpdateDashboardLayoutActionType } from './view/dashboardLayout/updateDashboardLayoutEpic';
@@ -711,5 +714,5 @@ 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 | FetchCockpitContextActionType | FetchCollaborationAuthTokenActionType | FetchCompanyBillingAddressActionType | FetchCompanyConfigActionType | FetchCompanyHealthMetricConfigViewEpicActionType | FetchCompanyHealthMetricViewEpicActionType | FetchCompanyManagementActionType | FetchCompanyMetaDataActionType | FetchCompanyMonthEndReportHistoricDataActionType | FetchCompanyMonthEndReportHistoricDatesActionType | FetchCompanyMonthEndReportTemplatesActionType | FetchCompanyMonthEndReportViewActionType | FetchCompanyOnboardingViewActionType | FetchCompanyPassportViewActionType | FetchCompanyPortfolioActionType | FetchCompanyTaskManagerViewActionType | FetchCompletedTransactionsActionType | FetchCreateInvoiceFormPageActionType | FetchCreditAccountActionType | FetchCreditAccountRepaymentActionType | FetchCreditAgentMacroActionType | FetchCurrencyConversionValueActionType | 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 | 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 | 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 | 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 | 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 | 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 | 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 declare const featureRootEpic: Epic<RootActionType>;

package/lib/epic.js

@@ -181,6 +181,9 @@ const fetchCreditAgentMacroEpic_1 = require("./view/creditAgentView/epics/fetchC
 const saveCreditAgentMacroEpic_1 = require("./view/creditAgentView/epics/saveCreditAgentMacroEpic");
 const scheduleTenantCreditScoreCronEpic_1 = require("./view/creditAgentView/epics/scheduleTenantCreditScoreCronEpic");
 const updateCardProfileEpic_1 = require("./view/creditAgentView/epics/updateCardProfileEpic");
+const fetchCustomerSummaryDetailEpic_1 = require("./view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic");
+const fetchCustomerSummaryListEpic_1 = require("./view/customerSummaryView/epic/fetchCustomerSummaryListEpic");
+const saveCustomerSummaryDetailEpic_1 = require("./view/customerSummaryView/epic/saveCustomerSummaryDetailEpic");
 const dashboardEpic_1 = require("./view/dashboard/dashboardEpic");
 const fetchDashboardLayoutEpic_1 = require("./view/dashboardLayout/fetchDashboardLayoutEpic");
 const updateDashboardLayoutEpic_1 = require("./view/dashboardLayout/updateDashboardLayoutEpic");
@@ -1006,6 +1009,8 @@ const ALL_EPICS = [
     fetchCreditAccountRepaymentEpic_1.fetchCreditAccountRepaymentEpic,
     fetchCreditAgentMacroEpic_1.fetchCreditAgentMacroEpic,
     fetchCurrencyConversionValueEpic_1.fetchCurrencyConversionValueEpic,
+    fetchCustomerSummaryDetailEpic_1.fetchCustomerSummaryDetailEpic,
+    fetchCustomerSummaryListEpic_1.fetchCustomerSummaryListEpic,
     dashboardEpic_1.fetchDashboardEpic,
     fetchDashboardLayoutEpic_1.fetchDashboardLayoutEpic,
     fetchDebitCardSummaryEpic_1.fetchDebitCardSummaryEpic,
@@ -1404,6 +1409,7 @@ const ALL_EPICS = [
     saveCompanyPassportDetailsEpic_1.saveCompanyPassportDetailsEpic,
     saveConnectorCredentialsEpic_1.saveConnectorCredentialsEpic,
     saveCreditAgentMacroEpic_1.saveCreditAgentMacroEpic,
+    saveCustomerSummaryDetailEpic_1.saveCustomerSummaryDetailEpic,
     saveReconciliationDetailEpic_1.saveReconciliationDetailsEpic,
     saveReconciliationReviewEpic_1.saveReconciliationReviewEpic,
     saveExternalConnectionEpic_1.saveExternalConnectionEpic,

package/lib/esm/entity/customerIncome/customerIncomeTrend.js

@@ -9,7 +9,9 @@ var __classPrivateFieldSet = (this && this.__classPrivateFieldSet) || function (
     if (typeof state === "function" ? receiver !== state || !f : !state.has(receiver)) throw new TypeError("Cannot write private member to an object whose class did not declare it");
     return (kind === "a" ? f.call(receiver, value) : f ? f.value = value : state.set(receiver, value)), value;
 };
-var _CustomerIncomeTrend_customer, _CustomerIncomeTrend_timePeriod, _CustomerIncomeTrend_incomeTrend, _CustomerIncomeTrend_insights;
+var _CustomerIncomeTrend_customer, _CustomerIncomeTrend_filter, _CustomerIncomeTrend_timePeriod, _CustomerIncomeTrend_incomeTrend, _CustomerIncomeTrend_insights;
+import { dateNow } from '../../zeniDayJS';
+import { getFilteredExpenseTrend } from '../vendorExpense/vendorExpenseTrend';
 import { getCustomerIncomeTrendKey } from './customerIncomeTrendKey';
 export class CustomerIncomeTrend {
     get balancesKind() {
@@ -19,7 +21,18 @@ export class CustomerIncomeTrend {
         return 'ascending_date';
     }
     get monthly() {
-        return __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").months ?? [];
+        const months = __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").months ?? [];
+        if (__classPrivateFieldGet(this, _CustomerIncomeTrend_filter, "f") == null) {
+            return months;
+        }
+        const { filter, firstMonthOfFY, last30DaysRevenue, last90DaysRevenue } = __classPrivateFieldGet(this, _CustomerIncomeTrend_filter, "f");
+        if (filter === 'last_30_days') {
+            return getLastNDaysMonths(months, last30DaysRevenue, 30);
+        }
+        if (filter === 'last_90_days') {
+            return getLastNDaysMonths(months, last90DaysRevenue, 90);
+        }
+        return getFilteredExpenseTrend({ ...__classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f"), last30DaysMonths: null, last90DaysMonths: null }, filter, firstMonthOfFY);
     }
     get quarterly() {
         return __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f").quarters ?? [];
@@ -48,8 +61,17 @@ export class CustomerIncomeTrend {
     get key() {
         return getCustomerIncomeTrendKey(__classPrivateFieldGet(this, _CustomerIncomeTrend_customer, "f").id, __classPrivateFieldGet(this, _CustomerIncomeTrend_timePeriod, "f"));
     }
-    constructor({ customer, timePeriod, incomeTrend, insights, }) {
+    withFilter(filter) {
+        return new CustomerIncomeTrend({
+            customer: __classPrivateFieldGet(this, _CustomerIncomeTrend_customer, "f"),
+            timePeriod: __classPrivateFieldGet(this, _CustomerIncomeTrend_timePeriod, "f"),
+            incomeTrend: __classPrivateFieldGet(this, _CustomerIncomeTrend_incomeTrend, "f"),
+            insights: __classPrivateFieldGet(this, _CustomerIncomeTrend_insights, "f"),
+        }, filter);
+    }
+    constructor({ customer, timePeriod, incomeTrend, insights }, filter) {
         _CustomerIncomeTrend_customer.set(this, void 0);
+        _CustomerIncomeTrend_filter.set(this, void 0);
         _CustomerIncomeTrend_timePeriod.set(this, void 0);
         _CustomerIncomeTrend_incomeTrend.set(this, void 0);
         _CustomerIncomeTrend_insights.set(this, void 0);
@@ -57,9 +79,46 @@ export class CustomerIncomeTrend {
         __classPrivateFieldSet(this, _CustomerIncomeTrend_timePeriod, timePeriod, "f");
         __classPrivateFieldSet(this, _CustomerIncomeTrend_incomeTrend, incomeTrend, "f");
         __classPrivateFieldSet(this, _CustomerIncomeTrend_insights, insights, "f");
+        __classPrivateFieldSet(this, _CustomerIncomeTrend_filter, filter, "f");
     }
 }
-_CustomerIncomeTrend_customer = new WeakMap(), _CustomerIncomeTrend_timePeriod = new WeakMap(), _CustomerIncomeTrend_incomeTrend = new WeakMap(), _CustomerIncomeTrend_insights = new WeakMap();
+_CustomerIncomeTrend_customer = new WeakMap(), _CustomerIncomeTrend_filter = new WeakMap(), _CustomerIncomeTrend_timePeriod = new WeakMap(), _CustomerIncomeTrend_incomeTrend = new WeakMap(), _CustomerIncomeTrend_insights = new WeakMap();
+/**
+ * Months covering the last `n` days, oldest month cut so the slices add up to the precomputed
+ * last-n-days total. Port of accounting `SpendTrendReport._prepare_last_n_days_time_slice`
+ * (Vendors gets these slices from the spend_trend API; income_trend has no equivalent).
+ * The cut slice is clamped at 0: the total (gl_entries, daily) and the months (live QBO) can disagree.
+ */
+export const getLastNDaysMonths = (months, lastNDaysAmount, n) => {
+    const findMonth = (start) => months.find((month) => month.startDate.isSame(start, 'day'));
+    const withAmount = (month, amount) => ({
+        ...month,
+        balance: { ...month.balance, amount: Math.max(amount, 0) },
+    });
+    const now = dateNow();
+    let monthStart = now.startOf('month');
+    let daysCollected = now.date();
+    const currentMonth = findMonth(monthStart);
+    // The current month alone covers the n days (e.g. the 31st for last 30 days): it is the whole total.
+    if (daysCollected >= n) {
+        return currentMonth != null
+            ? [withAmount(currentMonth, lastNDaysAmount)]
+            : [];
+    }
+    const slices = currentMonth != null ? [currentMonth] : [];
+    let total = currentMonth?.balance.amount ?? 0;
+    while (daysCollected < n) {
+        monthStart = monthStart.subtract(1, 'month');
+        daysCollected += monthStart.daysInMonth();
+        const month = findMonth(monthStart);
+        if (month != null) {
+            const slice = daysCollected > n ? withAmount(month, lastNDaysAmount - total) : month;
+            total += slice.balance.amount;
+            slices.unshift(slice);
+        }
+    }
+    return slices;
+};
 /**
  * Returns an average amount for the list of COABalances
  * @param coaBalances

package/lib/esm/entity/insights/insightSummaryPayload.js

@@ -5,5 +5,7 @@ export const mapInsightsPayloadtoInsightsState = (insightsPayload) => {
         title: insight.title ?? '',
         summary: insight.summary ?? '',
         icon: toZeniUrl(insight.icon?.url ?? ''),
+        changeType: insight.change_type,
+        percentChange: insight.percent_change,
     }));
 };

package/lib/esm/entity/invoicing/invoice/invoicePayload.js

@@ -14,6 +14,9 @@ const mapLineItem = (payload, currencyCode, currencySymbol) => ({
         : undefined,
     entityDescription: payload.entity_description,
     entityType: payload.entity_type,
+    grossAmount: payload.gross_amount != null
+        ? toAmount(payload.gross_amount, currencyCode, currencySymbol)
+        : undefined,
     id: payload.id,
     isTaxed: payload.is_taxed,
     itemLevelDiscountAmount: payload.item_level_discount_amount != null

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

@@ -67,6 +67,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'bill_pay_marked_as_paid',
     'zeni_account_accept_term',
     'update_vendor',
+    'update_customer',
     'data_refresh_update',
     'delete_bank_account',
     'create_bank_account',

package/lib/esm/epic.js

@@ -178,6 +178,9 @@ import { fetchCreditAgentMacroEpic, } from './view/creditAgentView/epics/fetchCr
 import { saveCreditAgentMacroEpic, } from './view/creditAgentView/epics/saveCreditAgentMacroEpic';
 import { scheduleTenantCreditScoreCronEpic, } from './view/creditAgentView/epics/scheduleTenantCreditScoreCronEpic';
 import { updateCardProfileEpic, } from './view/creditAgentView/epics/updateCardProfileEpic';
+import { fetchCustomerSummaryDetailEpic, } from './view/customerSummaryView/epic/fetchCustomerSummaryDetailEpic';
+import { fetchCustomerSummaryListEpic, } from './view/customerSummaryView/epic/fetchCustomerSummaryListEpic';
+import { saveCustomerSummaryDetailEpic, } from './view/customerSummaryView/epic/saveCustomerSummaryDetailEpic';
 import { fetchDashboardEpic, } from './view/dashboard/dashboardEpic';
 import { fetchDashboardLayoutEpic, } from './view/dashboardLayout/fetchDashboardLayoutEpic';
 import { updateDashboardLayoutEpic, } from './view/dashboardLayout/updateDashboardLayoutEpic';
@@ -1003,6 +1006,8 @@ const ALL_EPICS = [
     fetchCreditAccountRepaymentEpic,
     fetchCreditAgentMacroEpic,
     fetchCurrencyConversionValueEpic,
+    fetchCustomerSummaryDetailEpic,
+    fetchCustomerSummaryListEpic,
     fetchDashboardEpic,
     fetchDashboardLayoutEpic,
     fetchDebitCardSummaryEpic,
@@ -1401,6 +1406,7 @@ const ALL_EPICS = [
     saveCompanyPassportDetailsEpic,
     saveConnectorCredentialsEpic,
     saveCreditAgentMacroEpic,
+    saveCustomerSummaryDetailEpic,
     saveExpenseAutomationReconciliationDetailsEpic,
     saveExpenseAutomationReconciliationReviewEpic,
     saveExternalConnectionEpic,

package/lib/esm/index.js

@@ -872,3 +872,6 @@ export { getInvoicingOnboardingGateView } from './view/invoicing/invoicingConfig
 // narrow a JEScheduleRow before reading baseTransaction / recurringAmount.
 export { getExpenseAutomationJEOneTimeAccrualDetailView, getJEScheduleRowType, isAccruedScheduleRow, isAiAccountantSchedule, isExistingTabRow, isOneTimeAccrualRow, isRenderableOneTimeAccrual, isPendingReviewRow, } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
 export { getActualMatchingAmount, getActualMatchingReversalDate, getActualMatchingMatchModalConfirmStatus, getCloseMatchAfterIgnoreMatchId, getCloseMatchAfterUndo, getCloseMatchAfterUndoMatchId, parseActualMatchingMatchId, getExpenseAutomationActualMatchingMatchView, getExpenseAutomationActualMatchingView, isAutoReversedAccrual, isManuallyReversedAccrual, isPendingReviewAccrual, } from './view/expenseAutomationView/selectors/actualMatchingViewSelector';
+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 { CUSTOMER_REVENUE_KEYS } from './view/customerSummaryView/customerSummaryViewState';