@zeniai/web-components 4.3.8 → 4.3.9

package/dist/common/util.d.ts

@@ -85,4 +85,5 @@ export declare const roundAmountIfNeeded: (amount: number) => number;
 export declare const flowFromUrl: () => string;
 export declare const isEqualProps: <T extends Record<string, unknown>>(prevProps: T, newProps: T, listOfProps: ReadonlyArray<keyof T>) => boolean;
 export declare const normalizeString: (str: string | undefined) => string;
+export declare const base64ToBytes: (base64: string) => Uint8Array;
 export {};

package/dist/components/aiCfo/components/FieldRowWithAutoFillBadge.d.ts

@@ -15,5 +15,18 @@ import { ReactNode } from 'react';
 export interface FieldRowWithAutoFillBadgeProps {
     children: ReactNode;
     isAutoFilled: boolean;
+    /**
+     * True when the field already holds a value — manually entered or filled by an
+     * earlier document. A filled field keeps its value during a new parse instead
+     * of being replaced (and unmounted) by a skeleton, so user input is never lost.
+     */
+    isFilled?: boolean;
+    /**
+     * While the uploaded document is being parsed for autofill, render a skeleton
+     * row in place of the (still-empty) field — it's one of the "expected" values
+     * the document may populate. Empty / 0-confidence results are fine; the
+     * skeleton just signals the field is loading.
+     */
+    isParsing?: boolean;
 }
-export declare function FieldRowWithAutoFillBadge({ isAutoFilled, children, }: FieldRowWithAutoFillBadgeProps): import("react/jsx-runtime").JSX.Element;
+export declare function FieldRowWithAutoFillBadge({ isAutoFilled, isFilled, isParsing, children, }: FieldRowWithAutoFillBadgeProps): import("react/jsx-runtime").JSX.Element;

package/dist/components/aiCfo/components/common/downloadAndCopyHandlers.d.ts

@@ -4,6 +4,11 @@ import { ToolkitType } from '../../../../context/toolkitProvider/ToolkitProvider
  * Generates filename with summarized title and date
  */
 export declare function generateFileName(summarizedTitle: string, fileType: "xlsx" | "png", prefix?: string): string;
+/** Thrown with a machine-readable reason so callers can show specific copy. */
+export declare class TableDownloadError extends Error {
+    readonly reason: "missing-context" | "network" | "too-large" | "server";
+    constructor(reason: TableDownloadError["reason"], message: string, cause?: unknown);
+}
 export declare function downloadTableAsExcel(url: string, queryPayload: {
     columns: string[];
     file_name: string;

package/dist/components/appDrawerContent/MenuButton.d.ts

@@ -11,9 +11,9 @@ export declare const ALL_AI_CFO_MENU_OPTIONS: readonly ["new_chat", "explore", "
 export declare const toAiCfoMenuOptionType: (v: string) => "new_chat" | "explore" | "search_chats";
 export declare const toAiCfoMenuOptionTypeStrict: (v: string) => "new_chat" | "explore" | "search_chats" | undefined;
 export type AiCfoMenu = (typeof ALL_AI_CFO_MENU_OPTIONS)[number];
-export declare const ALL_INVOICING_MENU_OPTIONS: readonly ["invoicing_overview", "invoicing_analytics", "invoicing_customers", "invoicing_subscriptions", "invoicing_invoices", "invoicing_payments", "invoicing_credits", "invoicing_discounts", "invoicing_dunning", "invoicing_reports", "invoicing_catalog", "invoicing_settings", "invoicing_integrations", "invoicing_data_import", "invoicing_audit_log"];
-export declare const toInvoicingMenuOptionType: (v: string) => "invoicing_overview" | "invoicing_analytics" | "invoicing_customers" | "invoicing_subscriptions" | "invoicing_invoices" | "invoicing_payments" | "invoicing_credits" | "invoicing_discounts" | "invoicing_dunning" | "invoicing_reports" | "invoicing_catalog" | "invoicing_settings" | "invoicing_integrations" | "invoicing_data_import" | "invoicing_audit_log";
-export declare const toInvoicingMenuOptionTypeStrict: (v: string) => "invoicing_overview" | "invoicing_analytics" | "invoicing_customers" | "invoicing_subscriptions" | "invoicing_invoices" | "invoicing_payments" | "invoicing_credits" | "invoicing_discounts" | "invoicing_dunning" | "invoicing_reports" | "invoicing_catalog" | "invoicing_settings" | "invoicing_integrations" | "invoicing_data_import" | "invoicing_audit_log" | undefined;
+export declare const ALL_INVOICING_MENU_OPTIONS: readonly ["invoicing_overview", "invoicing_analytics", "invoicing_customers", "invoicing_subscriptions", "invoicing_invoices", "invoicing_payments", "invoicing_credits", "invoicing_discounts", "invoicing_dunning", "invoicing_reports", "invoicing_catalog", "invoicing_settings", "invoicing_settings_payment_destination", "invoicing_settings_branding", "invoicing_settings_integrations", "invoicing_settings_dunning", "invoicing_integrations", "invoicing_data_import", "invoicing_audit_log"];
+export declare const toInvoicingMenuOptionType: (v: string) => "invoicing_overview" | "invoicing_analytics" | "invoicing_customers" | "invoicing_subscriptions" | "invoicing_invoices" | "invoicing_payments" | "invoicing_credits" | "invoicing_discounts" | "invoicing_dunning" | "invoicing_reports" | "invoicing_catalog" | "invoicing_settings" | "invoicing_settings_payment_destination" | "invoicing_settings_branding" | "invoicing_settings_integrations" | "invoicing_settings_dunning" | "invoicing_integrations" | "invoicing_data_import" | "invoicing_audit_log";
+export declare const toInvoicingMenuOptionTypeStrict: (v: string) => "invoicing_overview" | "invoicing_analytics" | "invoicing_customers" | "invoicing_subscriptions" | "invoicing_invoices" | "invoicing_payments" | "invoicing_credits" | "invoicing_discounts" | "invoicing_dunning" | "invoicing_reports" | "invoicing_catalog" | "invoicing_settings" | "invoicing_settings_payment_destination" | "invoicing_settings_branding" | "invoicing_settings_integrations" | "invoicing_settings_dunning" | "invoicing_integrations" | "invoicing_data_import" | "invoicing_audit_log" | undefined;
 export type InvoicingMenu = (typeof ALL_INVOICING_MENU_OPTIONS)[number];
 export declare const ALL_MENU_GROUPS: readonly ["close_management", "ai_intelligence", "finance", "accounts_receivable", "accounts_payable", "banking", "administration"];
 export declare const toMenuGroupType: (v: string) => "accounts_receivable" | "accounts_payable" | "close_management" | "ai_intelligence" | "finance" | "banking" | "administration";
@@ -27,9 +27,9 @@ export declare const ALL_AI_CFO_MENU_GROUPS: readonly ["ai_cfo"];
 export declare const toAiCfoMenuGroupType: (v: string) => "ai_cfo";
 export declare const toAiCfoMenuGroupTypeStrict: (v: string) => "ai_cfo" | undefined;
 export type AiCfoMenuGroup = ReturnType<typeof toAiCfoMenuGroupType>;
-export declare const ALL_INVOICING_MENU_GROUPS: readonly ["invoicing_general", "invoicing_billing", "invoicing_setup", "invoicing_analytics_group"];
-export declare const toInvoicingMenuGroupType: (v: string) => "invoicing_general" | "invoicing_billing" | "invoicing_setup" | "invoicing_analytics_group";
-export declare const toInvoicingMenuGroupTypeStrict: (v: string) => "invoicing_general" | "invoicing_billing" | "invoicing_setup" | "invoicing_analytics_group" | undefined;
+export declare const ALL_INVOICING_MENU_GROUPS: readonly ["invoicing_general", "invoicing_billing", "invoicing_payments_group", "invoicing_setup", "invoicing_analytics_group"];
+export declare const toInvoicingMenuGroupType: (v: string) => "invoicing_general" | "invoicing_billing" | "invoicing_payments_group" | "invoicing_setup" | "invoicing_analytics_group";
+export declare const toInvoicingMenuGroupTypeStrict: (v: string) => "invoicing_general" | "invoicing_billing" | "invoicing_payments_group" | "invoicing_setup" | "invoicing_analytics_group" | undefined;
 export type InvoicingMenuGroup = (typeof ALL_INVOICING_MENU_GROUPS)[number];
 export type MenuListItem = {
     group: MenuGroup | SettingsMenuGroup | AiCfoMenuGroup | InvoicingMenuGroup;

package/dist/components/appDrawerContent/MenuList.d.ts

@@ -1,6 +1,7 @@
 import { AiCfoViewSelector, CurrentTenant, LoggedInUser, MonthEndCloseChecksView, MonthYearPeriod, RewardsPlanData } from '@zeniai/client-epic-state';
 import { AiCfoMenu, InvoicingMenu, Menu, MenuListItem, SettingsMenu } from './MenuButton';
 export declare const COMMAND_CENTER_SUBMENU_TYPES: readonly ["transaction_categorization", "je_schedules", "missing_receipts", "flux_analysis", "reconciliation"];
+export declare const INVOICING_SETTINGS_SUBMENU_TYPES: readonly ["invoicing_settings_payment_destination", "invoicing_settings_branding", "invoicing_settings_integrations", "invoicing_settings_dunning"];
 /** Returns true if the menu key is command_center or one of its submenu step types. */
 export declare const isCloseManagementMenu: (key: string) => boolean;
 export declare const menuList: MenuListItem[];

package/dist/components/cards/summaryCard/tasksCard/TasksCard.d.ts

@@ -3,20 +3,18 @@ import { ClientAnalytics } from '@zeniai/client-analytics';
 import { TasksCardReport } from '@zeniai/client-epic-state';
 import { CardActions, CardData } from '../../cardTypes';
 import { DragAndDropProps } from '../../common/Card';
-declare const TasksCard: ({ card, data, actions, isExpenseAutomationEnabledForUser, analytics, dndProps, }: {
+declare const TasksCard: ({ card, data, actions, analytics, dndProps, }: {
     actions: CardActions;
     card: CardData;
     data: TasksCardReport;
-    isExpenseAutomationEnabledForUser: boolean;
     analytics?: ClientAnalytics;
     dndProps?: DragAndDropProps;
 }) => import("react/jsx-runtime").JSX.Element;
 export default TasksCard;
-export declare const MemoTasksCard: React.MemoExoticComponent<({ card, data, actions, isExpenseAutomationEnabledForUser, analytics, dndProps, }: {
+export declare const MemoTasksCard: React.MemoExoticComponent<({ card, data, actions, analytics, dndProps, }: {
     actions: CardActions;
     card: CardData;
     data: TasksCardReport;
-    isExpenseAutomationEnabledForUser: boolean;
     analytics?: ClientAnalytics;
     dndProps?: DragAndDropProps;
 }) => import("react/jsx-runtime").JSX.Element>;

package/dist/components/common/downloadReport/types/downloadReportOptions.d.ts

@@ -1,4 +1,4 @@
-import { AccountViewMode, COABalanceTimeFrame, COABalanceType, COABalancesRangeWithThisPeriod, ClassViewLayout, FileType, Month, NestedClassHierarchyForReport, NestedClassID, ReportFormat, TimeframeTick, ZeniDate } from '@zeniai/client-epic-state';
+import { AccountViewMode, COABalanceTimeFrame, COABalanceType, COABalancesRangeWithThisPeriod, ClassViewLayout, FileType, ID, Month, NestedClassHierarchyForReport, NestedClassID, ReportFormat, TimeframeTick, ZeniDate } from '@zeniai/client-epic-state';
 import { SupportedLocale } from '../../../../strings/localizedStrings';
 import { BalanceTimeframe } from '../../../cards/cardTypes';
 import { AccountGroupNilBalancesFilter, AccountNilBalancesFilter } from '../../../dataSelector/dataSelector';
@@ -28,5 +28,6 @@ export interface DownloadReportOptions {
     dataAvailable?: TimeframeTick;
     disabledAdditionalColumns?: COABalanceType[];
     nestedClassHierarchy?: NestedClassHierarchyForReport[];
+    projectsToFilterOut?: ID[];
     showClassAccountNumber?: boolean;
 }

package/dist/components/common/downloadReport/types/downloadReportOptionsPayload.d.ts

@@ -1,4 +1,4 @@
-import { COABalanceType, ClassViewLayout, NestedClassID } from '@zeniai/client-epic-state';
+import { COABalanceType, ClassViewLayout, ID, NestedClassID } from '@zeniai/client-epic-state';
 import { AccountGroupNilBalancesFilter, AccountNilBalancesFilter } from '../../../dataSelector/dataSelector';
 import { DownloadReportOptions } from './downloadReportOptions';
 interface COABalancesRangePayload {
@@ -41,6 +41,7 @@ export default interface DownloadReportOptionsPayload {
         end_date: string;
         start_date: string;
     };
+    projects_to_filter_out?: ID[];
 }
 export declare function toDownloadReportOptions(payload: DownloadReportOptionsPayload): DownloadReportOptions | undefined;
 export declare function toDownloadReportOptionsPayload(options: DownloadReportOptions): DownloadReportOptionsPayload;

package/dist/components/commonSetUp/utils/hasFormFieldValue.d.ts

@@ -0,0 +1,11 @@
+/**
+ * True when a react-hook-form field value is non-empty: a string with
+ * non-whitespace content, a non-empty array, an object with at least one
+ * non-empty entry (e.g. an address), or any other truthy scalar.
+ *
+ * Used by the verification sections to decide whether a field already holds a
+ * value (manually entered or document-autofilled) and so should keep its value
+ * during a new document parse instead of being replaced by a skeleton. Shared by
+ * the company + officer detail sections so the emptiness rule lives in one place.
+ */
+export declare function hasFormFieldValue(value: unknown): boolean;

package/dist/components/customerOnboarding/detail/CustomerOnboardingDetailPage.d.ts

@@ -46,6 +46,17 @@ export interface Props {
      * is rendered enabled but unwired).
      */
     integrationsSectionProps?: IntegrationsSectionProps;
+    /**
+     * True only for pure Tax/CFO/Payroll (product-suite) tenants. Gates the
+     * verification→setup_billing redirect so bookkeeping / mixed tenants are
+     * never routed to the interim product-suite page (which latches
+     * is_interim_email_sent and traps them on /thankyou).
+     *
+     * Absent/undefined intentionally means "treat as non-product-suite": the
+     * redirect stays suppressed, which is the safe default for callers that
+     * don't wire tenant product data.
+     */
+    isProductSuiteTenant?: boolean;
     handleAddCardPaymentSource: (paymentType: AddCardPaymentSourceType, paymentMethod: string, paymentId: string) => void;
     handleConfirmCardSetupIntent: (setupIntentData: SetupIntentResult) => void;
     handleCreateCardSetupIntent: (paymentsMethod: string[]) => void;

package/dist/components/customerOnboarding/detail/components/BankVerification.d.ts

@@ -1,11 +1,14 @@
 import { ID, PaymentAccount } from '@zeniai/client-epic-state';
-declare const BankVerification: ({ bankVerificationFlags, onClick, linkSessionId, }: {
+declare const BankVerification: ({ bankVerificationFlags, isVerificationLoading, linkSessionId, showStartVerification, onClick, }: {
     bankVerificationFlags: {
         isBankVerificationBox: boolean;
         paymentAccount: PaymentAccount | undefined;
         paymentAccountStatus: string | undefined;
+        providerVerificationStatusCode?: string;
     };
+    isVerificationLoading?: boolean;
     linkSessionId?: ID | null;
-    onClick: () => void;
+    showStartVerification?: boolean;
+    onClick?: () => void;
 }) => import("react/jsx-runtime").JSX.Element;
 export default BankVerification;

package/dist/components/customerOnboarding/detail/components/OnboardingStepFrame.d.ts

@@ -1,4 +1,5 @@
 import { ReactNode } from 'react';
+export type SkipDisabledReason = "qbo" | "pending-verification" | "login-required";
 export interface OnboardingStepFrameProps {
     children: ReactNode;
     title: string;
@@ -8,6 +9,9 @@ export interface OnboardingStepFrameProps {
     ctaIcon?: JSX.Element;
     ctaLabel?: string;
     ctaLoading?: boolean;
+    skipDisabled?: boolean;
+    /** Chooses the disabled-skip tooltip copy. Defaults to the QBO reason. */
+    skipDisabledReason?: SkipDisabledReason;
     skipLabel?: string;
     stepNumber?: number;
     subtitle?: string;
@@ -16,4 +20,4 @@ export interface OnboardingStepFrameProps {
     onCtaClick?: () => void;
     onSkipClick?: () => void;
 }
-export declare const OnboardingStepFrame: ({ title, subtitle, stepNumber, totalSteps, ctaLabel, ctaIcon, ctaLoading, ctaDisabled, onCtaClick, backLabel, onBackClick, backDisabled, skipLabel, onSkipClick, children, }: OnboardingStepFrameProps) => import("react/jsx-runtime").JSX.Element;
+export declare const OnboardingStepFrame: ({ title, subtitle, stepNumber, totalSteps, ctaLabel, ctaIcon, ctaLoading, ctaDisabled, onCtaClick, backLabel, onBackClick, backDisabled, skipLabel, skipDisabled, skipDisabledReason, onSkipClick, children, }: OnboardingStepFrameProps) => import("react/jsx-runtime").JSX.Element;

package/dist/components/customerOnboarding/detail/pages/AIAgentsActivatingPage.d.ts

@@ -4,6 +4,13 @@ export interface AIAgentsActivatingPageProps {
     stepNumber: number;
     tenantName: string;
     totalSteps: number;
+    /**
+     * When true the activation timeline is skipped and every row renders in its
+     * settled "building" state with the CTA enabled. Set on repeat visits once
+     * isOnboardingAiActivationViewed is true, so the animation doesn't replay
+     * each time the page loads.
+     */
+    alreadyViewed?: boolean;
     /** Override the background row statuses (used by stories). */
     backgroundRowStatuses?: ReadonlyArray<AIAgentRowStatus>;
     /**
@@ -28,4 +35,4 @@ export interface AIAgentsActivatingPageProps {
     showLedgerReadyInLabel?: boolean;
     onContinueClick: () => void;
 }
-export declare const AIAgentsActivatingPage: ({ tenantName, stepNumber, totalSteps, ledgerRowStatuses: overrideLedgerRowStatuses, backgroundRowStatuses: overrideBackgroundRowStatuses, showLedgerReadyInLabel: overrideShowLedgerReadyInLabel, showBackgroundReadyInLabel: overrideShowBackgroundReadyInLabel, counts, forceContinueEnabled, rowStartingDurationMs, onContinueClick, }: AIAgentsActivatingPageProps) => import("react/jsx-runtime").JSX.Element;
+export declare const AIAgentsActivatingPage: ({ tenantName, stepNumber, totalSteps, alreadyViewed, ledgerRowStatuses: overrideLedgerRowStatuses, backgroundRowStatuses: overrideBackgroundRowStatuses, showLedgerReadyInLabel: overrideShowLedgerReadyInLabel, showBackgroundReadyInLabel: overrideShowBackgroundReadyInLabel, counts, forceContinueEnabled, rowStartingDurationMs, onContinueClick, }: AIAgentsActivatingPageProps) => import("react/jsx-runtime").JSX.Element;

package/dist/components/customerOnboarding/detail/pages/VerifyUnlockFinancialStackPage.d.ts

@@ -1,8 +1,11 @@
+import { SkipDisabledReason } from '../components/OnboardingStepFrame';
 import { VerifyUnlockFinancialStackSectionProps } from '../sections/VerifyUnlockFinancialStackSection';
 export interface VerifyUnlockFinancialStackPageProps extends VerifyUnlockFinancialStackSectionProps {
     stepNumber: number;
     totalSteps: number;
+    skipDisabled?: boolean;
+    skipDisabledReason?: SkipDisabledReason;
     onStartVerificationClick: () => void;
     onSkipToDashboardClick?: () => void;
 }
-export declare const VerifyUnlockFinancialStackPage: ({ stepNumber, totalSteps, onStartVerificationClick, onSkipToDashboardClick, ...sectionProps }: VerifyUnlockFinancialStackPageProps) => import("react/jsx-runtime").JSX.Element;
+export declare const VerifyUnlockFinancialStackPage: ({ stepNumber, totalSteps, skipDisabled, skipDisabledReason, onStartVerificationClick, onSkipToDashboardClick, ...sectionProps }: VerifyUnlockFinancialStackPageProps) => import("react/jsx-runtime").JSX.Element;

package/dist/components/customerOnboarding/drawer/OnboardingSidebar.d.ts

@@ -20,10 +20,18 @@ export interface OnboardingSidebarProps {
      * Exactly one step should be "active".
      */
     stepStatuses: Partial<Record<OnboardingStep, OnboardingSidebarStepStatus>>;
+    /** Attention/error treatment for a step; takes precedence over `warningStep`. */
+    errorStep?: OnboardingStep;
     footerSlot?: ReactNode;
+    /**
+     * Step to render in warning colors (badge round + title) regardless of its
+     * progress status — signals an action the user must resolve (e.g. a pending
+     * bank verification on setup_billing) before onboarding can complete.
+     */
+    warningStep?: OnboardingStep;
     onLogoClick?: () => void;
     onStepClick?: (step: OnboardingStep) => void;
 }
-declare const OnboardingSidebar: ({ steps, stepStatuses, allRequiredStepsCompleted, footerSlot, onLogoClick, onStepClick, }: OnboardingSidebarProps) => import("react/jsx-runtime").JSX.Element;
+declare const OnboardingSidebar: ({ steps, stepStatuses, allRequiredStepsCompleted, footerSlot, warningStep, errorStep, onLogoClick, onStepClick, }: OnboardingSidebarProps) => import("react/jsx-runtime").JSX.Element;
 export default OnboardingSidebar;
 export declare const SIDEBAR_WIDTH_PX = 240;

package/dist/components/dashboard/Dashboard.d.ts

@@ -2,7 +2,7 @@ import { ClientAnalytics } from '@zeniai/client-analytics';
 import { CardActions, CardType } from '../cards/cardTypes';
 import { AutoCompleteActions, AutoCompleteData } from '../common/autoComplete/autoCompleteProps';
 import { DashboardCardData } from './dashboardTypes';
-declare function Dashboard({ cardDataArray, cardActions, christmasAnimationEnabled, newYearAnimationEnabled, autoCompleteData, autoCompleteActions, analytics, isReimbursementEnabled, isBillPayEnabled, isVisitingFirstTime, isZeniAccountEnabled, isExpenseAutomationEnabledForUser, onDragAndDropCard, isAiCfoAccessEnabled, onAskAiCfoClick, onAiCfoDashboardPromptSubmit, onAiCfoDashboardOpenPanel, onAiCfoDashboardOpenScopePage, onAiCfoDashboardExpandToFullPage, isAiCfoFileUploadEnabled, initialSearchFocus, maxColumns, aiAuditScorePercentageEnabled, aiCfoDashboardShouldClearPromptOnSubmit, aiCfoDashboardSuggestedPromptQuestions, aiCfoDashboardSuggestedPromptQuestionsLoading, }: Readonly<{
+declare function Dashboard({ cardDataArray, cardActions, christmasAnimationEnabled, newYearAnimationEnabled, autoCompleteData, autoCompleteActions, analytics, isReimbursementEnabled, isBillPayEnabled, isVisitingFirstTime, isZeniAccountEnabled, onDragAndDropCard, isAiCfoAccessEnabled, onAskAiCfoClick, onAiCfoDashboardPromptSubmit, onAiCfoDashboardOpenPanel, onAiCfoDashboardOpenScopePage, onAiCfoDashboardExpandToFullPage, isAiCfoFileUploadEnabled, initialSearchFocus, maxColumns, aiAuditScorePercentageEnabled, aiCfoDashboardShouldClearPromptOnSubmit, aiCfoDashboardSuggestedPromptQuestions, aiCfoDashboardSuggestedPromptQuestionsLoading, }: Readonly<{
     aiAuditScorePercentageEnabled: boolean;
     analytics: ClientAnalytics;
     autoCompleteActions: AutoCompleteActions;
@@ -10,7 +10,6 @@ declare function Dashboard({ cardDataArray, cardActions, christmasAnimationEnabl
     cardActions: CardActions;
     cardDataArray: DashboardCardData[];
     isBillPayEnabled: boolean;
-    isExpenseAutomationEnabledForUser: boolean;
     isReimbursementEnabled: boolean;
     isVisitingFirstTime: boolean;
     isZeniAccountEnabled: boolean;

package/dist/components/detail/common/dashboardReportDownload.d.ts

@@ -1,14 +1,16 @@
-import { AccountViewMode, COABalancesFilter, COABalancesRange, CashInCashOutReport, CashPositionReport, NestedClassID, NetBurnOrIncomeClassesViewReport, NetBurnOrIncomeReport, OpExClassesViewReport, OpExReport, RevenueClassesViewReport, RevenueReport, TopExReport } from '@zeniai/client-epic-state';
+import { AccountViewMode, COABalancesFilter, COABalancesRange, CashInCashOutReport, CashPositionReport, ID, NestedClassID, NetBurnOrIncomeClassesViewReport, NetBurnOrIncomeProjectViewReport, NetBurnOrIncomeReport, OpExClassesViewReport, OpExProjectViewReport, OpExReport, RevenueClassesViewReport, RevenueProjectViewReport, RevenueReport, TopExReport } from '@zeniai/client-epic-state';
 import { DownloadbleReportProps } from '../../common/downloadReport/downloadableReportProps';
 export type DashboardReport = NetBurnOrIncomeReport | CashInCashOutReport | OpExReport | RevenueReport | TopExReport | CashPositionReport;
 export type DashboardClassesViewReport = NetBurnOrIncomeClassesViewReport | RevenueClassesViewReport | OpExClassesViewReport;
+export type DashboardProjectViewReport = NetBurnOrIncomeProjectViewReport | RevenueProjectViewReport | OpExProjectViewReport;
 export interface Props extends DownloadbleReportProps {
     classesToFilterOut: NestedClassID[];
     coaBalancesRange: COABalancesRange;
     filter: COABalancesFilter;
     isCompareModeOn: boolean;
     isZeniCOAUsed: boolean;
-    report: DashboardReport | DashboardClassesViewReport;
+    projectsToFilterOut: ID[];
+    report: DashboardReport | DashboardClassesViewReport | DashboardProjectViewReport;
     reportType: "detailed" | "more_detailed";
     reportView: AccountViewMode;
 }

package/dist/components/detail/dashboardReportPage/DashboardReportPage.d.ts

@@ -5,7 +5,7 @@ import { AutoCompleteActions, AutoCompleteData } from '../../common/autoComplete
 import { ReportTreeScrollPosition } from '../../reportTree/ReportTree';
 import { AccountBalanceClickMeta } from '../../reportTree/reportTreeTypes';
 import { InsightsSectionAiCfoProps } from '../common/insights/InsightsSectionAiCfoQuestions';
-import { DetailPageClassViewReport, DetailPageReport, DownloadParams, UIState } from './detailPageReportTypes';
+import { DetailPageClassViewReport, DetailPageProjectViewReport, DetailPageReport, DownloadParams, UIState } from './detailPageReportTypes';
 export interface DashboardReportPageProps<Report extends SelectorReport> {
     autoCompleteActions: AutoCompleteActions;
     autoCompleteData: AutoCompleteData;
@@ -18,9 +18,11 @@ export interface DashboardReportPageProps<Report extends SelectorReport> {
     uiState: UIState;
     analytics?: ClientAnalytics;
     highlightedClassesViewRangeReport?: DetailPageClassViewReport;
+    highlightedProjectViewRangeReport?: DetailPageProjectViewReport;
     initialOpenThreadRequest?: RequestToOpenThreadType;
     insightsSectionAiCfoInfo?: InsightsSectionAiCfoProps;
     isAccountingClassesEnabled?: boolean;
+    isAccountingProjectsEnabled?: boolean;
     isAiCfoAccessEnabled?: boolean;
     /** Enables the page-level comments icon + drawer (OpEx only). */
     isReportsCommentingEnabled?: boolean;
@@ -29,6 +31,7 @@ export interface DashboardReportPageProps<Report extends SelectorReport> {
     reportsResyncFetchState?: FetchStateAndError;
     scrollPosition?: ReportTreeScrollPosition;
     selectedClassesViewRangeReport?: DetailPageClassViewReport;
+    selectedProjectViewRangeReport?: DetailPageProjectViewReport;
     onAdditionalBalanceSelectionChanged: (isCompareModeOn: boolean, additionalBalances: COABalanceType[], maxNumOfPeriodsToHighlight: number) => void;
     onCOABalancesRangeChanged: (selectedCOABalancesRange: COABalancesRange, highlightedCOABalancesRange?: COABalancesRangeWithThisPeriod) => void;
     onThisPeriodChanged: (thisPeriod: TimeframeTick) => void;
@@ -48,6 +51,7 @@ export interface DashboardReportPageProps<Report extends SelectorReport> {
     onTableScroll?: (props: ReportTreeScrollPosition) => void;
     onUpdateAccountViewMode?: (view: AccountViewMode) => void;
     onUpdateClassesToFilterOut?: (classesToFilterOut: NestedClassID[]) => void;
+    onUpdateProjectsToFilterOut?: (projectsToFilterOut: ID[]) => void;
 }
 declare const DashboardReportPage: (props: DashboardReportPageProps<DetailPageReport>) => import("react/jsx-runtime").JSX.Element;
 export default DashboardReportPage;

package/dist/components/detail/dashboardReportPage/DetailPageReportFilters.d.ts

@@ -1,6 +1,6 @@
 import { ClientAnalytics } from '@zeniai/client-analytics';
 import { AccountViewMode, COABalanceTimeFrame, COABalanceType, COABalancesRange, COABalancesRangeWithThisPeriod, Forecast, ID, Mode, NestedClassID } from '@zeniai/client-epic-state';
-import { DetailPageClassViewReport, DetailPageReport, UIState } from './detailPageReportTypes';
+import { DetailPageClassViewReport, DetailPageProjectViewReport, DetailPageReport, UIState } from './detailPageReportTypes';
 export interface DetailPageReportFiltersProps {
     highlightedRangeReport: DetailPageReport;
     reportLabels: {
@@ -10,10 +10,12 @@ export interface DetailPageReportFiltersProps {
     uiState: UIState;
     analytics?: ClientAnalytics;
     isAccountingClassesEnabled?: boolean;
+    isAccountingProjectsEnabled?: boolean;
     isPageFetchInProgress?: boolean;
     isZeniCOAUsed?: boolean;
     isZeniUser?: boolean;
     selectedClassesViewRangeReport?: DetailPageClassViewReport;
+    selectedProjectViewRangeReport?: DetailPageProjectViewReport;
     onAdditionalBalanceSelectionChanged: (isCompareModeOn: boolean, additionalBalances: COABalanceType[], maxNumOfPeriodsToHighlight: number) => void;
     onCOABalancesRangeChanged: (selectedCOABalancesRange: COABalancesRange, highlightedCOABalancesRange?: COABalancesRangeWithThisPeriod) => void;
     onTimeframeSelectionChanged: (selectedTimeframe: COABalanceTimeFrame) => void;
@@ -25,6 +27,7 @@ export interface DetailPageReportFiltersProps {
     onResyncReports?: () => void;
     onUpdateAccountViewMode?: (view: AccountViewMode) => void;
     onUpdateClassesToFilterOut?: (classesToFilterOut: NestedClassID[]) => void;
+    onUpdateProjectsToFilterOut?: (projectsToFilterOut: ID[]) => void;
 }
 export declare const DetailPageReportFilters: (props: DetailPageReportFiltersProps) => import("react/jsx-runtime").JSX.Element;
 export declare function ForecastListWithToggle({ isOn, isDisabled, selectedForecastIndex, forecasts, isForecastValid, onForecastToggleChanged, onForecastSelectionChanged, }: {

package/dist/components/detail/dashboardReportPage/DetailPageReportTable.d.ts

@@ -3,7 +3,7 @@ import { ClientAnalytics } from '@zeniai/client-analytics';
 import { AccountReport, COABalance, COABalanceType } from '@zeniai/client-epic-state';
 import { ReportTreeInternalType, ReportTreeScrollPosition } from '../../reportTree/ReportTree';
 import { AccountBalanceClickMeta, ReportTreeNode } from '../../reportTree/reportTreeTypes';
-import { DetailPageClassViewReport, DetailPageReport, UIState } from './detailPageReportTypes';
+import { DetailPageClassViewReport, DetailPageProjectViewReport, DetailPageReport, UIState } from './detailPageReportTypes';
 export declare const DetailPageReportTable: (props: {
     selectedRangeReport: DetailPageReport;
     uiState: UIState;
@@ -14,6 +14,7 @@ export declare const DetailPageReportTable: (props: {
     isZeniUser?: boolean;
     scrollPosition?: ReportTreeScrollPosition;
     selectedClassesViewRangeReport?: DetailPageClassViewReport;
+    selectedProjectViewRangeReport?: DetailPageProjectViewReport;
     treeRef?: RefObject<ReportTreeInternalType>;
     onAdditionalBalanceSelectionChanged: (isCompareModeOn: boolean, additionalBalances: COABalanceType[], maxNumOfPeriodsToHighlight: number) => void;
     onAccountBalanceClick?: (account: AccountReport, balance: COABalance, balanceClickMeta?: AccountBalanceClickMeta) => void;

package/dist/components/detail/dashboardReportPage/common/getRootNodesWithUpdatedConfig.d.ts

@@ -1,4 +1,4 @@
 import { RootNodes } from '../../../reportTree/ReportTree';
 import { ReportElementConfig } from '../../../reportTree/reportTreeTypes';
-import { DetailPageClassViewReport, DetailPageReport } from '../detailPageReportTypes';
-export declare function getRootNodesWithUpdatedConfig(rootNodes: RootNodes, updatedConfig: ReportElementConfig, report: DetailPageReport | DetailPageClassViewReport, makeTimeframeRowSticky?: boolean): RootNodes;
+import { DetailPageClassViewReport, DetailPageProjectViewReport, DetailPageReport } from '../detailPageReportTypes';
+export declare function getRootNodesWithUpdatedConfig(rootNodes: RootNodes, updatedConfig: ReportElementConfig, report: DetailPageReport | DetailPageClassViewReport | DetailPageProjectViewReport, makeTimeframeRowSticky?: boolean): RootNodes;

package/dist/components/detail/dashboardReportPage/detailPageReportTypes.d.ts

@@ -1,7 +1,8 @@
 import { AuthParams, COABalanceTimeFrame, COABalanceType, COABalancesRange, COABalancesRangeWithThisPeriod, FetchState, ID, Mode, TopExReport } from '@zeniai/client-epic-state';
-import { DashboardClassesViewReport, DashboardReport } from '../common/dashboardReportDownload';
+import { DashboardClassesViewReport, DashboardProjectViewReport, DashboardReport } from '../common/dashboardReportDownload';
 export type DetailPageReport = Exclude<DashboardReport, TopExReport>;
 export type DetailPageClassViewReport = DashboardClassesViewReport;
+export type DetailPageProjectViewReport = DashboardProjectViewReport;
 export type UIState = {
     downloadState: FetchState;
     mode: Mode;

package/dist/components/detail/netBurnOrIncome/mapNetBurnOrIncomeProjectReportToReportTreeNodes.d.ts

@@ -0,0 +1,4 @@
+import { NetBurnOrIncomeProjectViewReport } from '@zeniai/client-epic-state';
+import { RootNodes } from '../../reportTree/ReportTree';
+import { ReportElementConfig } from '../../reportTree/reportTreeTypes';
+export declare function mapNetBurnOrIncomeProjectReportToReportTreeNodes(report: NetBurnOrIncomeProjectViewReport, config: ReportElementConfig, makeTimeframeRowSticky?: boolean, isPageFetchInProgress?: boolean): RootNodes;

package/dist/components/detail/opEx/mapOpExProjectReportToReportTreeNodes.d.ts

@@ -0,0 +1,4 @@
+import { OpExProjectViewReport } from '@zeniai/client-epic-state';
+import { RootNodes } from '../../reportTree/ReportTree';
+import { ReportElementConfig } from '../../reportTree/reportTreeTypes';
+export declare function mapOpExProjectReportToReportTreeNodes(report: OpExProjectViewReport, config: ReportElementConfig, makeTimeframeRowSticky?: boolean, isPageFetchInProgress?: boolean): RootNodes;

package/dist/components/detail/revenue/mapRevenueProjectReportToReportTreeNodes.d.ts

@@ -0,0 +1,4 @@
+import { RevenueProjectViewReport } from '@zeniai/client-epic-state';
+import { RootNodes } from '../../reportTree/ReportTree';
+import { ReportElementConfig } from '../../reportTree/reportTreeTypes';
+export declare function mapRevenueProjectReportToReportTreeNodes(report: RevenueProjectViewReport, config: ReportElementConfig, makeTimeframeRowSticky?: boolean, isPageFetchInProgress?: boolean): RootNodes;

package/dist/components/expenseAutomation/sections/accountRecon/statementParseFormHelpers.d.ts

@@ -17,15 +17,6 @@ export interface StatementParseFormView {
     totalPayments: number;
     transactions: StatementParseFormTransaction[];
 }
-/** Totals derived from in-period transactions (UI + local store; not used in PUT). */
-export interface StatementBalancesFromTransactions {
-    closingBalance: number;
-    totalDeposits: number;
-    totalPayments: number;
-}
-export type StatementUpdateLocalDataWithTxnBalances = StatementUpdateLocalData & {
-    balancesFromTransactions: StatementBalancesFromTransactions;
-};
 export interface GetStatementParseFormViewInput {
     originalTransactions: StatementTransaction[];
     parsedStatementMeta: StatementMeta | undefined;
@@ -47,20 +38,20 @@ export interface ApplyStatementParseFormChangeInput {
     changedField?: string;
 }
 export interface ApplyStatementParseFormChangeResult {
-    balancesFromTransactions: StatementBalancesFromTransactions;
+    didRecalculateBalances: boolean;
     formView: StatementParseFormView;
-    localData: StatementUpdateLocalDataWithTxnBalances;
+    localData: StatementUpdateLocalData;
 }
 export declare const isStatementParseTransactionFieldChange: (changedField: string | undefined) => boolean;
 export declare const isStatementParseManualBalanceField: (field: string | undefined) => field is StatementParseManualBalanceField;
-export declare const computeStatementBalancesFromTransactions: (formView: Pick<StatementParseFormView, "openingBalance" | "statementEndDate" | "statementStartDate" | "transactions">, accountType?: AccountType) => StatementBalancesFromTransactions;
-export declare const doStatementBalanceAmountsMatch: (statementAmount: number, transactionsAmount: number) => boolean;
-/**
- * Main form fields use parse-API statement meta. Transaction-derived totals are
- * computed separately for additionalInfo / mismatch checks / local store.
- */
-export declare const getStatementParseFormView: ({ accountType, parsedStatementMeta, originalTransactions, statementUpdateLocalData, }: GetStatementParseFormViewInput) => StatementParseFormView & {
-    balancesFromTransactions: StatementBalancesFromTransactions;
+export declare const shouldRecalculateStatementParseBalances: (changedField: string | undefined) => boolean;
+export declare const resolveStatementParseBalanceFields: (formView: StatementParseFormView, changedField: string | undefined, accountType?: AccountType) => {
+    closingBalance: number;
+    openingBalance: number;
+    totalDeposits: number;
+    totalPayments: number;
 };
-export declare const toStatementUpdateLocalDataFromFormView: ({ accountType, formView, parsedStatementMeta, originalTransactions, }: ToStatementUpdateLocalDataFromFormViewInput) => StatementUpdateLocalDataWithTxnBalances;
+export declare const areStatementParseBalancesConsistent: (formView: StatementParseFormView, accountType?: AccountType) => boolean;
+export declare const getStatementParseFormView: ({ accountType, parsedStatementMeta, originalTransactions, statementUpdateLocalData, }: GetStatementParseFormViewInput) => StatementParseFormView;
+export declare const toStatementUpdateLocalDataFromFormView: ({ accountType, formView, parsedStatementMeta, originalTransactions, changedField, }: ToStatementUpdateLocalDataFromFormViewInput) => StatementUpdateLocalData;
 export declare const applyStatementParseFormChange: ({ accountType, formView, changedField, parsedStatementMeta, originalTransactions, }: ApplyStatementParseFormChangeInput) => ApplyStatementParseFormChangeResult;

package/dist/components/formElements/labeledColorPicker/LabeledColorPickerField.d.ts

@@ -0,0 +1,12 @@
+import { DisableMode, LabelProps } from '../common/common';
+export interface LabeledColorPickerFieldProps {
+    label: LabelProps;
+    /** Field name registered with react-hook-form; holds a `#rrggbb` string. */
+    name: string;
+    controlWidth?: number | string;
+    defaultValue?: string;
+    isDisabled?: DisableMode;
+    placeholder?: string;
+    style?: React.CSSProperties;
+}
+export declare function LabeledColorPickerField({ controlWidth, defaultValue, isDisabled, label, name, placeholder, style, }: Readonly<LabeledColorPickerFieldProps>): import("react/jsx-runtime").JSX.Element;

package/dist/components/formElements/labeledGroupedCheckBoxField/LabeledGroupedCheckBoxField.d.ts

@@ -9,6 +9,7 @@ export interface CheckBoxCoreDetails {
     groupLabel: boolean;
     label: string | React.ReactNode;
     value: string;
+    containerStyle?: React.CSSProperties;
     exceptionInfo?: string;
     exceptionMode?: CheckBoxMode;
     exceptionTooltipStyle?: React.CSSProperties;

package/dist/components/invoicing/catalogForm/InvoicingCatalogItemFormPage.d.ts

@@ -1,4 +1,4 @@
-import { InvoicingCatalogItemFormLocalData } from '@zeniai/client-epic-state';
+import { InvoicingCatalogItemFormLocalData, InvoicingQboAccountOption } from '@zeniai/client-epic-state';
 /**
  * Catalog item types as shown to the user. All three are parent catalog items;
  * the type controls the parent and nested sub-family payload fields.
@@ -29,6 +29,8 @@ export interface InvoicingCatalogItemFormPageProps {
      */
     defaultType?: CatalogFormType;
     errorMessage?: string;
+    qboClasses?: InvoicingQboAccountOption[];
+    qboIncomeAccounts?: InvoicingQboAccountOption[];
     onCancel: () => void;
     onChange: (localData: InvoicingCatalogItemFormLocalData) => void;
     onSubmit: () => void;
@@ -41,5 +43,5 @@ export interface InvoicingCatalogItemFormPageProps {
  * invoicing forms. The whole form syncs back to the CES draft (`localData`) on
  * every change; the save payload is derived from the draft in CES.
  */
-export declare function InvoicingCatalogItemFormPage({ applicabilityValues, applicableItemOptions, defaultType, errorMessage, isSubmitting, localData, mode, onBack, onCancel, onChange, onSubmit, periodUnitValues, pricingModelValues, prorationValues, tierTypeValues, trialEndActionValues, trialUnitValues, typeValues, }: Readonly<InvoicingCatalogItemFormPageProps>): import("react/jsx-runtime").JSX.Element;
+export declare function InvoicingCatalogItemFormPage({ applicabilityValues, applicableItemOptions, defaultType, errorMessage, isSubmitting, localData, mode, onBack, onCancel, onChange, onSubmit, periodUnitValues, pricingModelValues, prorationValues, qboClasses, qboIncomeAccounts, tierTypeValues, trialEndActionValues, trialUnitValues, typeValues, }: Readonly<InvoicingCatalogItemFormPageProps>): import("react/jsx-runtime").JSX.Element;
 export default InvoicingCatalogItemFormPage;

package/dist/components/invoicing/catalogForm/catalogItemForm.shared.d.ts

@@ -37,14 +37,19 @@ export interface PickerValue {
     allOptions: CatalogSelectOption[];
     selectedOption?: string;
 }
+/** Unwrap accountingCode/accountingCategory — PickerValue when QBO-connected, string otherwise. */
+export declare const pickerOrText: (value: PickerValue | string) => string;
 export interface CatalogTierFormValues {
     endingUnit: string;
     packageSize: string;
-    price: string;
+    /** Held as a float by `returnValueType: "floatValue"`; `null` when cleared. */
+    price: number | null;
     pricingType: PickerValue;
     startingUnit: string;
 }
 export interface CatalogSubFamilyFormValues {
+    accountingCategory: PickerValue | string;
+    accountingCode: PickerValue | string;
     billingCycles: string;
     description: string;
     flags: MultiSelectFieldValue;
@@ -55,9 +60,11 @@ export interface CatalogSubFamilyFormValues {
     period: string;
     periodUnit: PickerValue;
     priceCode: string;
-    priceDollars: string;
+    /** Held as a float by `returnValueType: "floatValue"`; `null` when cleared. */
+    priceDollars: number | null;
     pricingModel: PickerValue;
     prorationType: PickerValue;
+    sku: string;
     tiers: CatalogTierFormValues[];
     trialEndAction: PickerValue;
     trialPeriod: string;
@@ -66,7 +73,7 @@ export interface CatalogSubFamilyFormValues {
 /**
  * Form-values shape reuses the CES localData field names verbatim — only the
  * fields whose *shape* differs on the form (pickers, multiselect, sub-families)
- * are overridden. Every plain field (name, productCode, sku, externalId, …) flows
+ * are overridden. Every plain field (name, productCode, externalId, …) flows
  * through by identity, so adding a field to the CES type needs no mapper change.
  */
 export type CatalogFormValues = Omit<InvoicingCatalogItemFormLocalData, "applicableItems" | "catalogType" | "itemApplicability" | "subFamilies"> & {

package/dist/components/invoicing/common/InvoicingFormRows.d.ts

@@ -65,6 +65,9 @@ export interface FormToggleRowProps {
     checked: boolean;
     description: string;
     label: string;
+    containerStyle?: React.CSSProperties;
+    descriptionStyle?: React.CSSProperties;
+    labelStyle?: React.CSSProperties;
     onChange: (checked: boolean) => void;
 }
-export declare function FormToggleRow({ checked, description, label, onChange, }: Readonly<FormToggleRowProps>): import("react/jsx-runtime").JSX.Element;
+export declare function FormToggleRow({ checked, containerStyle, description, descriptionStyle, label, labelStyle, onChange, }: Readonly<FormToggleRowProps>): import("react/jsx-runtime").JSX.Element;

package/dist/components/invoicing/common/InvoicingOpenEntityValue.d.ts

@@ -0,0 +1,14 @@
+import { ReactElement } from 'react';
+export interface InvoicingOpenEntityValueProps {
+    dataTestId: string;
+    label: string;
+    ariaLabel?: string;
+    onOpen: () => void;
+}
+/**
+ * Linked-entity value for the invoicing detail pages: the name stays plain text
+ * and only a trailing open-in-new-tab icon is a click target, so long names
+ * don't read as one large hyperlink. Shared so the invoice and subscription
+ * detail pages can't drift apart.
+ */
+export declare function InvoicingOpenEntityValue({ ariaLabel, dataTestId, label, onOpen, }: Readonly<InvoicingOpenEntityValueProps>): ReactElement;

package/dist/components/invoicing/couponForm/couponForm.shared.d.ts

@@ -17,8 +17,10 @@ export interface PickerValue {
  * Every plain field (name, couponCode, couponId, …) flows through by identity,
  * so adding a field to the CES type needs no mapper change.
  */
-export type CouponFormValues = Omit<InvoicingCouponFormLocalData, "applyOn" | "discountType" | "durationType" | "periodUnit" | "validFrom" | "validTill"> & {
+export type CouponFormValues = Omit<InvoicingCouponFormLocalData, "applyOn" | "discountAmount" | "discountType" | "durationType" | "periodUnit" | "validFrom" | "validTill"> & {
     applyOn: PickerValue;
+    /** Held as a float by `returnValueType: "floatValue"`; `null` when cleared. */
+    discountAmount: number | null;
     discountType: PickerValue;
     durationType: PickerValue;
     periodUnit: PickerValue;