taxtank-core 0.32.123 → 0.32.125

package/fesm2022/taxtank-core.mjs

@@ -20,9 +20,9 @@ import orderBy from 'lodash/orderBy';
 import uniq from 'lodash/uniq';
 import moment from 'moment';
 import { DateRange } from 'moment-range';
+import { Validators, FormGroup, FormArray, UntypedFormControl, UntypedFormArray, UntypedFormGroup, FormControl } from '@angular/forms';
 import ceil from 'lodash/ceil';
 import range from 'lodash/range';
-import { Validators, FormGroup, FormArray, UntypedFormControl, UntypedFormArray, UntypedFormGroup, FormControl } from '@angular/forms';
 import compact from 'lodash/compact';
 import concat from 'lodash/concat';
 import cloneDeep$1 from 'lodash/cloneDeep';
@@ -3728,565 +3728,166 @@ var SalaryForecastFrequencyEnum;
     SalaryForecastFrequencyEnum[SalaryForecastFrequencyEnum["WEEKLY"] = 52] = "WEEKLY";
 })(SalaryForecastFrequencyEnum || (SalaryForecastFrequencyEnum = {}));
 
-class SalaryForecast extends SalaryForecast$1 {
-    get grossAmount() {
-        return this.netPay + this.tax;
-    }
-    get taxWithheld() {
-        return this.grossAmount - this.netPay;
-    }
-    get monthlyAmount() {
-        switch (this.frequency) {
-            case SalaryForecastFrequencyEnum.ANNUAL:
-                return this.netPay / FinancialYear.monthsInYear;
-            case SalaryForecastFrequencyEnum.FORTNIGHTLY:
-                return this.netPay * FinancialYear.weeksInYear / FinancialYear.monthsInYear / 2;
-            case SalaryForecastFrequencyEnum.WEEKLY:
-                return this.netPay * FinancialYear.weeksInYear / FinancialYear.monthsInYear;
-            default:
-                return this.netPay;
-        }
-    }
+var MyAccountHistoryInitiatedByEnum;
+(function (MyAccountHistoryInitiatedByEnum) {
+    MyAccountHistoryInitiatedByEnum[MyAccountHistoryInitiatedByEnum["OWNER"] = 0] = "OWNER";
+    MyAccountHistoryInitiatedByEnum[MyAccountHistoryInitiatedByEnum["ACCOUNTANT"] = 1] = "ACCOUNTANT";
+})(MyAccountHistoryInitiatedByEnum || (MyAccountHistoryInitiatedByEnum = {}));
+
+var MyAccountHistoryStatusEnum;
+(function (MyAccountHistoryStatusEnum) {
+    MyAccountHistoryStatusEnum[MyAccountHistoryStatusEnum["SUCCESS"] = 0] = "SUCCESS";
+    MyAccountHistoryStatusEnum[MyAccountHistoryStatusEnum["ERROR"] = 1] = "ERROR";
+})(MyAccountHistoryStatusEnum || (MyAccountHistoryStatusEnum = {}));
+
+var MyAccountHistoryTypeEnum;
+(function (MyAccountHistoryTypeEnum) {
+    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["REVIEW"] = 0] = "REVIEW";
+    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["UPGRADE_PLAN"] = 1] = "UPGRADE_PLAN";
+    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["UPLOAD_DOCUMENT"] = 2] = "UPLOAD_DOCUMENT";
+})(MyAccountHistoryTypeEnum || (MyAccountHistoryTypeEnum = {}));
+
+class MyAccountHistory {
 }
-__decorate([
-    Type(() => Number)
-], SalaryForecast.prototype, "tax", void 0);
-__decorate([
-    Type(() => Number)
-], SalaryForecast.prototype, "netPay", void 0);
-__decorate([
-    Type(() => IncomeSource)
-], SalaryForecast.prototype, "incomeSource", void 0);
 
-class SoleForecast extends SoleForecast$1 {
-    get netPay() {
-        return this.amount;
-    }
+class Occupation extends Occupation$1 {
 }
-__decorate([
-    Type(() => IncomeSource)
-], SoleForecast.prototype, "incomeSource", void 0);
 
-var IncomeSourceForecastTrustTypeEnum;
-(function (IncomeSourceForecastTrustTypeEnum) {
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["SPECIAL_DISABILITY_TRUST"] = 1] = "SPECIAL_DISABILITY_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DECEASED_ESTATE"] = 2] = "DECEASED_ESTATE";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["FIXED_TRUST"] = 3] = "FIXED_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["HYBRID_TRUST"] = 4] = "HYBRID_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_SERVICE_TRUST"] = 5] = "DISCRETIONARY_SERVICE_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_TRADING_TRUST"] = 6] = "DISCRETIONARY_TRADING_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_INVESTMENT_TRUST"] = 7] = "DISCRETIONARY_INVESTMENT_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["CASH_MANAGEMENT_UNIT_TRUST"] = 8] = "CASH_MANAGEMENT_UNIT_TRUST";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["PUBLIC_UNIT_TRUST_LISTED"] = 9] = "PUBLIC_UNIT_TRUST_LISTED";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["PUBLIC_UNIT_TRUST_UNLISTED"] = 10] = "PUBLIC_UNIT_TRUST_UNLISTED";
-    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["TESTAMENTARY_TRUST"] = 11] = "TESTAMENTARY_TRUST";
-})(IncomeSourceForecastTrustTypeEnum || (IncomeSourceForecastTrustTypeEnum = {}));
+var UserRolesEnum;
+(function (UserRolesEnum) {
+    UserRolesEnum["FIRM_OWNER"] = "ROLE_FIRM_OWNER";
+    UserRolesEnum["FIRM_MANAGER"] = "ROLE_FIRM_MANAGER";
+    UserRolesEnum["FIRM_TOP_MANAGER"] = "ROLE_FIRM_TOP_MANAGER";
+    UserRolesEnum["CLIENT"] = "ROLE_CLIENT";
+    UserRolesEnum["EMPLOYEE"] = "ROLE_EMPLOYEE";
+    UserRolesEnum["ACCOUNTANT"] = "ROLE_ACCOUNTANT";
+    UserRolesEnum["ADVISOR"] = "ROLE_ADVISOR";
+    UserRolesEnum["USER"] = "ROLE_USER";
+    UserRolesEnum["SUBSCRIPTION"] = "ROLE_USER_SUBSCRIPTION";
+    UserRolesEnum["WORK_TANK"] = "ROLE_USER_WORK";
+    UserRolesEnum["PROPERTY_TANK"] = "ROLE_USER_PROPERTY";
+    UserRolesEnum["SOLE_TANK"] = "ROLE_USER_SOLE";
+    UserRolesEnum["HOLDING_TANK"] = "ROLE_USER_HOLDING";
+    UserRolesEnum["SWITCH_USER"] = "IS_IMPERSONATOR";
+})(UserRolesEnum || (UserRolesEnum = {}));
 
-var IncomeSourceTypeListOtherEnum;
-(function (IncomeSourceTypeListOtherEnum) {
-    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["PSI"] = 6] = "PSI";
-    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["SOLE_TRADER"] = 7] = "SOLE_TRADER";
-    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["TRUSTS"] = 9] = "TRUSTS";
-    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["OTHER_INCOME"] = 10] = "OTHER_INCOME";
-    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["PARTNERSHIPS"] = 12] = "PARTNERSHIPS";
-})(IncomeSourceTypeListOtherEnum || (IncomeSourceTypeListOtherEnum = {}));
+/**
+ * role hierarchy
+ */
+const USER_ROLES = {
+    ROLE_FIRM_OWNER: [UserRolesEnum.FIRM_OWNER, UserRolesEnum.FIRM_MANAGER, UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
+    ROLE_FIRM_MANAGER: [UserRolesEnum.FIRM_MANAGER, UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
+    ROLE_EMPLOYEE: [UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
+    ROLE_ACCOUNTANT: [UserRolesEnum.ACCOUNTANT],
+    ROLE_ADVISOR: [UserRolesEnum.ADVISOR],
+    // @TODO makes no sense, these roles can't be hierarchical
+    ROLE_CLIENT: [UserRolesEnum.CLIENT],
+    ROLE_USER_SUBSCRIPTION: [UserRolesEnum.SUBSCRIPTION],
+    ROLE_USER_WORK: [UserRolesEnum.WORK_TANK],
+    ROLE_USER_PROPERTY: [UserRolesEnum.PROPERTY_TANK],
+    ROLE_USER_SOLE: [UserRolesEnum.SOLE_TANK],
+    ROLE_USER_HOLDING: [UserRolesEnum.HOLDING_TANK],
+    ROLE_PREVIOUS_ADMIN: [UserRolesEnum.SWITCH_USER],
+};
 
-var IncomeSourceTypeListSoleEnum;
-(function (IncomeSourceTypeListSoleEnum) {
-    IncomeSourceTypeListSoleEnum[IncomeSourceTypeListSoleEnum["SOLE_TRADER"] = 7] = "SOLE_TRADER";
-})(IncomeSourceTypeListSoleEnum || (IncomeSourceTypeListSoleEnum = {}));
+/**
+ * Class with basic information about registering user
+ */
+class UserToRegister {
+}
 
-var IncomeSourceTypeListWorkEnum;
-(function (IncomeSourceTypeListWorkEnum) {
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["BONUSES"] = 1] = "BONUSES";
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["DIRECTOR_FEES"] = 2] = "DIRECTOR_FEES";
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["INTEREST"] = 4] = "INTEREST";
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["PENSIONS_AND_ALLOWANCES"] = 5] = "PENSIONS_AND_ALLOWANCES";
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["SUPERANNUATION"] = 8] = "SUPERANNUATION";
-    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["ATTRIBUTED_P_S_I"] = 11] = "ATTRIBUTED_P_S_I";
-})(IncomeSourceTypeListWorkEnum || (IncomeSourceTypeListWorkEnum = {}));
+const USER_WORK_POSITION = {
+    [UserRolesEnum.EMPLOYEE]: 'Employee',
+    [UserRolesEnum.FIRM_MANAGER]: 'Manager',
+    [UserRolesEnum.FIRM_OWNER]: 'Firm Owner'
+};
 
-var IncomeSourceTypeListHoldingEnum;
-(function (IncomeSourceTypeListHoldingEnum) {
-    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["DIVIDENDS"] = 3] = "DIVIDENDS";
-    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["INTEREST"] = 4] = "INTEREST";
-    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["TRUSTS"] = 9] = "TRUSTS";
-    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["OTHER_INCOME"] = 10] = "OTHER_INCOME";
-    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["PARTNERSHIPS"] = 12] = "PARTNERSHIPS";
-})(IncomeSourceTypeListHoldingEnum || (IncomeSourceTypeListHoldingEnum = {}));
+var UserStatusEnum;
+(function (UserStatusEnum) {
+    UserStatusEnum[UserStatusEnum["INACTIVE"] = 0] = "INACTIVE";
+    UserStatusEnum[UserStatusEnum["ON_BOARDING"] = 1] = "ON_BOARDING";
+    UserStatusEnum[UserStatusEnum["ACTIVE"] = 2] = "ACTIVE";
+})(UserStatusEnum || (UserStatusEnum = {}));
 
-class IncomeSourceType extends IncomeSourceType$1 {
-    isBonuses() {
-        return this.id === IncomeSourceTypeListWorkEnum.BONUSES;
-    }
-    isWork() {
-        return !!IncomeSourceTypeListWorkEnum[this.id];
-    }
-    isOther() {
-        return !!IncomeSourceTypeListOtherEnum[this.id];
+class ClientDetails extends ClientDetails$1 {
+    /**
+     * reminder to sign basiq consent after x days before the expiration
+     */
+    static { this.consentExpiryReminderDays = 30; }
+    get taxFileNumberMasked() {
+        const maskedLength = this.taxFileNumber.length - 4;
+        const maskedPart = '*'.repeat(maskedLength);
+        const lastFour = this.taxFileNumber.slice(-4);
+        return maskedPart + lastFour;
     }
-    isHolding() {
-        return !!IncomeSourceTypeListHoldingEnum[this.id];
+    isBasiqConsentExpiring() {
+        if (!this.basiqConsentExpiryDate || this.isBasiqConsentExpired()) {
+            return false;
+        }
+        const reminderDate = new Date(this.basiqConsentExpiryDate);
+        reminderDate.setDate(this.basiqConsentExpiryDate.getDate() - ClientDetails.consentExpiryReminderDays);
+        return new Date() >= reminderDate;
     }
-    isSole() {
-        return !!IncomeSourceTypeListSoleEnum[this.id];
+    isBasiqConsentExpired() {
+        return this.basiqConsentExpiryDate && new Date() >= this.basiqConsentExpiryDate;
     }
 }
+__decorate([
+    Type(() => Date)
+], ClientDetails.prototype, "basiqConsentExpiryDate", void 0);
 
-class IncomeSourceForecast extends IncomeSourceForecast$1 {
+class AnnualClientDetails extends AbstractModel {
     constructor() {
         super(...arguments);
-        this.paygIncome = 0;
-        this.frequency = SalaryForecastFrequencyEnum.ANNUAL;
-        this.isTaxFree = false;
-    }
-    /**
-     * Sometimes Income source has Salary & Income source forecasts,
-     * and we need these fields to work with Income source forecasts like with Salary Forecasts
-     */
-    get netPay() {
-        return this.amount;
+        this.spouseAnnualIncome = 0;
+        this.financialYear = new FinancialYear().year;
     }
-    get grossAmount() {
-        return this.amount + this.tax + this.taxInstalments + this.frankingCredits;
+    get spouseMonthlyIncome() {
+        return this.spouseAnnualIncome / 12;
     }
-    get monthlyAmount() {
-        return this.amount / 12;
+}
+__decorate([
+    Type(() => ClientDetails)
+], AnnualClientDetails.prototype, "clientDetails", void 0);
+
+var ClientInviteStatusEnum;
+(function (ClientInviteStatusEnum) {
+    ClientInviteStatusEnum[ClientInviteStatusEnum["PENDING"] = 1] = "PENDING";
+    ClientInviteStatusEnum[ClientInviteStatusEnum["REJECTED"] = 2] = "REJECTED";
+})(ClientInviteStatusEnum || (ClientInviteStatusEnum = {}));
+
+var ClientInviteTypeEnum;
+(function (ClientInviteTypeEnum) {
+    ClientInviteTypeEnum[ClientInviteTypeEnum["FROM_CLIENT"] = 1] = "FROM_CLIENT";
+    ClientInviteTypeEnum[ClientInviteTypeEnum["FROM_EMPLOYEE"] = 2] = "FROM_EMPLOYEE";
+})(ClientInviteTypeEnum || (ClientInviteTypeEnum = {}));
+
+class RegistrationInvite extends RegistrationInvite$1 {
+    get fullName() {
+        return `${this.firstName} ${this.lastName}`;
     }
 }
 __decorate([
-    Type(() => IncomeSourceType)
-], IncomeSourceForecast.prototype, "incomeSourceType", void 0);
+    Type(() => AppFile)
+], RegistrationInvite.prototype, "file", void 0);
 __decorate([
-    Type(() => IncomeSource)
-], IncomeSourceForecast.prototype, "incomeSource", void 0);
+    Type(() => User)
+], RegistrationInvite.prototype, "user", void 0);
 
-class IncomeSource extends IncomeSource$1 {
-    isSoleIncome() {
-        return this.type === IncomeSourceTypeEnum.SOLE;
-    }
-    isWorkIncome() {
-        return this.type === IncomeSourceTypeEnum.WORK;
+var PhoneTypeEnum;
+(function (PhoneTypeEnum) {
+    PhoneTypeEnum[PhoneTypeEnum["MOBILE"] = 1] = "MOBILE";
+    PhoneTypeEnum[PhoneTypeEnum["OFFICE"] = 2] = "OFFICE";
+})(PhoneTypeEnum || (PhoneTypeEnum = {}));
+
+class Phone extends Phone$1 {
+    constructor() {
+        super(...arguments);
+        this.country = Country.australia;
+        this.type = PhoneTypeEnum.MOBILE;
     }
-    isOtherIncome() {
-        return this.type === IncomeSourceTypeEnum.OTHER;
-    }
-    isHolding() {
-        return this.type === IncomeSourceTypeEnum.HOLDING;
-    }
-    /**
-     * Get salary and other income forecasts
-     */
-    get forecasts() {
-        return [...this.salaryForecasts, ...this.incomeSourceForecasts, ...this.soleForecasts];
-    }
-    /**
-     * Get actual (1st from the list) forecast
-     */
-    get actualForecast() {
-        return this.forecasts[0];
-    }
-    /**
-     * Check if user was working in month taken by the index
-     * @param monthIndex by which month should be taken
-     */
-    isWorkedInMonth(monthIndex) {
-        const monthDate = new FinancialYear().getMonthDate(monthIndex);
-        return (!this.dateFrom || monthDate >= this.dateFrom) && (!this.dateTo || monthDate < this.dateTo);
-    }
-}
-__decorate([
-    Type(() => SalaryForecast)
-], IncomeSource.prototype, "salaryForecasts", void 0);
-__decorate([
-    Type(() => SoleForecast)
-], IncomeSource.prototype, "soleForecasts", void 0);
-__decorate([
-    Type(() => IncomeSourceForecast)
-], IncomeSource.prototype, "incomeSourceForecasts", void 0);
-__decorate([
-    Type(() => Date)
-], IncomeSource.prototype, "dateFrom", void 0);
-__decorate([
-    Type(() => Date)
-], IncomeSource.prototype, "dateTo", void 0);
-
-/**
- * Income sources chart data
- */
-class IncomeSourceChartData {
-    constructor(forecastedIncomeAmount, transactions) {
-        this.forecastedIncomeAmount = forecastedIncomeAmount;
-        this.transactions = transactions;
-    }
-    /**
-     * Get prepared data for income sources chart
-     */
-    get() {
-        const chartData = [{
-                id: 'actualIncome',
-                name: 'Actual Income',
-                data: [],
-                // display future actual incomes with dash line and past actual incomes with solid line
-                zones: [{
-                        // line style after current month
-                        value: new FinancialYear().getMonthDate(new Date().getMonth()).getTime(),
-                        dashStyle: 'Solid'
-                    }, {
-                        // default line style
-                        dashStyle: 'Dash'
-                    }]
-            }, {
-                id: 'forecastedIncome',
-                name: 'Forecasted Income',
-                data: [],
-            }];
-        for (const key in MonthNameShortEnum) {
-            if (MonthNameShortEnum.hasOwnProperty(key)) {
-                // transaction collection for provided month
-                const monthTransactionCollection = this.transactions.getByMonth(+MonthNumberEnum[key]);
-                chartData[0].data.push([new FinancialYear().getMonthDate(+MonthNumberEnum[key]).getTime(), monthTransactionCollection.amount]);
-                chartData[1].data.push([new FinancialYear().getMonthDate(+MonthNumberEnum[key]).getTime(), this.forecastedIncomeAmount / 12]);
-            }
-        }
-        return chartData;
-    }
-}
-
-var TransactionSourceEnum;
-(function (TransactionSourceEnum) {
-    TransactionSourceEnum[TransactionSourceEnum["CASH"] = 1] = "CASH";
-    TransactionSourceEnum[TransactionSourceEnum["BANK_TRANSACTION"] = 2] = "BANK_TRANSACTION";
-})(TransactionSourceEnum || (TransactionSourceEnum = {}));
-
-class AllocationRuleTransaction extends AllocationRuleTransaction$1 {
-    constructor() {
-        super(...arguments);
-        this.claimPercent = 100;
-        this.tax = 0;
-        this.amount = null;
-    }
-    get amountPercentCoefficient() {
-        return this.amountPercent ? this.amountPercent / 100 : 1;
-    }
-    calculateClaimPercent() {
-        if (!this.chartAccounts) {
-            return null;
-        }
-        let claimPercent = this.chartAccounts.taxablePercent;
-        // Property claim (ownership% x shared%) for property expenses, taxable percent for others
-        if (this.chartAccounts?.isProperty() && this.property) {
-            if (this.chartAccounts.isPropertyExpense() && this.chartAccounts.id !== ChartAccountsListEnum.PLATFORM_FEES) {
-                claimPercent *= this.property?.claimCoefficient;
-            }
-        }
-        return claimPercent;
-    }
-    /**
-     * If rule transaction has amount then split enabled. There is 0 when split disabled
-     */
-    isSplit() {
-        return !!this.amountPercent;
-    }
-    /**
-     * Create Transaction instance based on passed bank transaction and rule transaction
-     */
-    toTransaction(bankTransaction = null) {
-        const transaction = bankTransaction ? bankTransaction.toTransaction(this.isGST) : plainToClass(Transaction, {});
-        Object.assign(transaction, {
-            isGST: this.isGST,
-            tax: this.tax,
-            claimPercent: this.claimPercent,
-            chartAccounts: this.chartAccounts,
-            property: this.property,
-            loan: this.loan,
-            incomeSource: this.incomeSource,
-            metaFields: this.metaFields,
-            business: this.business,
-            source: TransactionSourceEnum.BANK_TRANSACTION,
-            operation: TransactionOperationEnum.ALLOCATE,
-            transactions: [],
-        });
-        // split allocation
-        if (this.amountPercent) {
-            transaction.amount = bankTransaction.amount * this.amountPercentCoefficient / this.gstCoefficient;
-        }
-        // child transactions inherit most of the fields from parent transaction
-        this.childTransactions.forEach((childRuleTransaction) => {
-            const childTransaction = childRuleTransaction.toTransaction();
-            childTransaction.amount = childRuleTransaction.amount;
-            childTransaction.setParent(transaction);
-            transaction.transactions.push(childTransaction);
-        });
-        return transaction;
-    }
-}
-__decorate([
-    Type(() => ChartAccounts)
-    // @TODO Alex: Create custom decorator for this transform
-    ,
-    Transform(({ value }) => ({ id: value.id }), { toPlainOnly: true })
-], AllocationRuleTransaction.prototype, "chartAccounts", void 0);
-__decorate([
-    Type(() => Property),
-    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
-], AllocationRuleTransaction.prototype, "property", void 0);
-__decorate([
-    Type(() => Loan),
-    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
-], AllocationRuleTransaction.prototype, "loan", void 0);
-__decorate([
-    Type(() => IncomeSource),
-    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
-], AllocationRuleTransaction.prototype, "incomeSource", void 0);
-__decorate([
-    Type(() => SoleBusiness),
-    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
-], AllocationRuleTransaction.prototype, "business", void 0);
-__decorate([
-    Type(() => AllocationRuleTransactionMetaField)
-], AllocationRuleTransaction.prototype, "metaFields", void 0);
-__decorate([
-    Type(() => AllocationRuleTransaction)
-], AllocationRuleTransaction.prototype, "parentTransaction", void 0);
-__decorate([
-    Type(() => AllocationRuleTransaction)
-], AllocationRuleTransaction.prototype, "childTransactions", void 0);
-__decorate([
-    Type(() => Number)
-], AllocationRuleTransaction.prototype, "claimPercent", void 0);
-__decorate([
-    Type(() => Number)
-], AllocationRuleTransaction.prototype, "tax", void 0);
-
-var TransactionTypeEnum;
-(function (TransactionTypeEnum) {
-    TransactionTypeEnum[TransactionTypeEnum["DEBIT"] = 1] = "DEBIT";
-    TransactionTypeEnum[TransactionTypeEnum["CREDIT"] = 2] = "CREDIT";
-})(TransactionTypeEnum || (TransactionTypeEnum = {}));
-
-class TaxExemption extends TaxExemption$1 {
-    isPartial() {
-        return [TaxExemptionEnum.INVESTMENT_TO_PPR, TaxExemptionEnum.PPR_TO_INVESTMENT].includes(this.id);
-    }
-}
-
-class AssetSale extends ObservableModel {
-    static { this.className = 'AssetSale'; }
-}
-__decorate([
-    Type(() => Date)
-], AssetSale.prototype, "date", void 0);
-
-class PropertySale extends AssetSale {
-    get saleCostsTotalAmount() {
-        return this.commission + this.legalFees + this.otherCost;
-    }
-    /**
-     * CGT is not applicable for sales with "Principle place of residence" exemption type.
-     * https://taxtank.atlassian.net/wiki/spaces/TAXTANK/pages/4644110466/Tax+Return+MyTax+-+Online+Form ("Capital gains or losses" section)
-     */
-    isCGTApplicable() {
-        return this.taxExemption?.id !== TaxExemptionEnum.PPR;
-    }
-    get netPrice() {
-        return this.price - this.saleCostsTotalAmount;
-    }
-}
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "holdingCosts", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "structuralImprovementsWDV", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "buildingAtCostClaimed", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "price", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "commission", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "legalFees", void 0);
-__decorate([
-    Type(() => Number)
-], PropertySale.prototype, "otherCost", void 0);
-__decorate([
-    Type(() => Date)
-], PropertySale.prototype, "settlementDate", void 0);
-__decorate([
-    Type(() => Date)
-], PropertySale.prototype, "date", void 0);
-__decorate([
-    Type(() => TaxExemption)
-], PropertySale.prototype, "taxExemption", void 0);
-__decorate([
-    Type(() => PropertySaleTaxExemptionMetaField$1)
-], PropertySale.prototype, "taxExemptionMetaFields", void 0);
-
-var MyAccountHistoryInitiatedByEnum;
-(function (MyAccountHistoryInitiatedByEnum) {
-    MyAccountHistoryInitiatedByEnum[MyAccountHistoryInitiatedByEnum["OWNER"] = 0] = "OWNER";
-    MyAccountHistoryInitiatedByEnum[MyAccountHistoryInitiatedByEnum["ACCOUNTANT"] = 1] = "ACCOUNTANT";
-})(MyAccountHistoryInitiatedByEnum || (MyAccountHistoryInitiatedByEnum = {}));
-
-var MyAccountHistoryStatusEnum;
-(function (MyAccountHistoryStatusEnum) {
-    MyAccountHistoryStatusEnum[MyAccountHistoryStatusEnum["SUCCESS"] = 0] = "SUCCESS";
-    MyAccountHistoryStatusEnum[MyAccountHistoryStatusEnum["ERROR"] = 1] = "ERROR";
-})(MyAccountHistoryStatusEnum || (MyAccountHistoryStatusEnum = {}));
-
-var MyAccountHistoryTypeEnum;
-(function (MyAccountHistoryTypeEnum) {
-    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["REVIEW"] = 0] = "REVIEW";
-    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["UPGRADE_PLAN"] = 1] = "UPGRADE_PLAN";
-    MyAccountHistoryTypeEnum[MyAccountHistoryTypeEnum["UPLOAD_DOCUMENT"] = 2] = "UPLOAD_DOCUMENT";
-})(MyAccountHistoryTypeEnum || (MyAccountHistoryTypeEnum = {}));
-
-class MyAccountHistory {
-}
-
-class Occupation extends Occupation$1 {
-}
-
-var UserRolesEnum;
-(function (UserRolesEnum) {
-    UserRolesEnum["FIRM_OWNER"] = "ROLE_FIRM_OWNER";
-    UserRolesEnum["FIRM_MANAGER"] = "ROLE_FIRM_MANAGER";
-    UserRolesEnum["FIRM_TOP_MANAGER"] = "ROLE_FIRM_TOP_MANAGER";
-    UserRolesEnum["CLIENT"] = "ROLE_CLIENT";
-    UserRolesEnum["EMPLOYEE"] = "ROLE_EMPLOYEE";
-    UserRolesEnum["ACCOUNTANT"] = "ROLE_ACCOUNTANT";
-    UserRolesEnum["ADVISOR"] = "ROLE_ADVISOR";
-    UserRolesEnum["USER"] = "ROLE_USER";
-    UserRolesEnum["SUBSCRIPTION"] = "ROLE_USER_SUBSCRIPTION";
-    UserRolesEnum["WORK_TANK"] = "ROLE_USER_WORK";
-    UserRolesEnum["PROPERTY_TANK"] = "ROLE_USER_PROPERTY";
-    UserRolesEnum["SOLE_TANK"] = "ROLE_USER_SOLE";
-    UserRolesEnum["HOLDING_TANK"] = "ROLE_USER_HOLDING";
-    UserRolesEnum["SWITCH_USER"] = "IS_IMPERSONATOR";
-})(UserRolesEnum || (UserRolesEnum = {}));
-
-/**
- * role hierarchy
- */
-const USER_ROLES = {
-    ROLE_FIRM_OWNER: [UserRolesEnum.FIRM_OWNER, UserRolesEnum.FIRM_MANAGER, UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
-    ROLE_FIRM_MANAGER: [UserRolesEnum.FIRM_MANAGER, UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
-    ROLE_EMPLOYEE: [UserRolesEnum.ACCOUNTANT, UserRolesEnum.ADVISOR],
-    ROLE_ACCOUNTANT: [UserRolesEnum.ACCOUNTANT],
-    ROLE_ADVISOR: [UserRolesEnum.ADVISOR],
-    // @TODO makes no sense, these roles can't be hierarchical
-    ROLE_CLIENT: [UserRolesEnum.CLIENT],
-    ROLE_USER_SUBSCRIPTION: [UserRolesEnum.SUBSCRIPTION],
-    ROLE_USER_WORK: [UserRolesEnum.WORK_TANK],
-    ROLE_USER_PROPERTY: [UserRolesEnum.PROPERTY_TANK],
-    ROLE_USER_SOLE: [UserRolesEnum.SOLE_TANK],
-    ROLE_USER_HOLDING: [UserRolesEnum.HOLDING_TANK],
-    ROLE_PREVIOUS_ADMIN: [UserRolesEnum.SWITCH_USER],
-};
-
-/**
- * Class with basic information about registering user
- */
-class UserToRegister {
-}
-
-const USER_WORK_POSITION = {
-    [UserRolesEnum.EMPLOYEE]: 'Employee',
-    [UserRolesEnum.FIRM_MANAGER]: 'Manager',
-    [UserRolesEnum.FIRM_OWNER]: 'Firm Owner'
-};
-
-var UserStatusEnum;
-(function (UserStatusEnum) {
-    UserStatusEnum[UserStatusEnum["INACTIVE"] = 0] = "INACTIVE";
-    UserStatusEnum[UserStatusEnum["ON_BOARDING"] = 1] = "ON_BOARDING";
-    UserStatusEnum[UserStatusEnum["ACTIVE"] = 2] = "ACTIVE";
-})(UserStatusEnum || (UserStatusEnum = {}));
-
-class ClientDetails extends ClientDetails$1 {
-    /**
-     * reminder to sign basiq consent after x days before the expiration
-     */
-    static { this.consentExpiryReminderDays = 30; }
-    get taxFileNumberMasked() {
-        const maskedLength = this.taxFileNumber.length - 4;
-        const maskedPart = '*'.repeat(maskedLength);
-        const lastFour = this.taxFileNumber.slice(-4);
-        return maskedPart + lastFour;
-    }
-    isBasiqConsentExpiring() {
-        if (!this.basiqConsentExpiryDate || this.isBasiqConsentExpired()) {
-            return false;
-        }
-        const reminderDate = new Date(this.basiqConsentExpiryDate);
-        reminderDate.setDate(this.basiqConsentExpiryDate.getDate() - ClientDetails.consentExpiryReminderDays);
-        return new Date() >= reminderDate;
-    }
-    isBasiqConsentExpired() {
-        return this.basiqConsentExpiryDate && new Date() >= this.basiqConsentExpiryDate;
-    }
-}
-__decorate([
-    Type(() => Date)
-], ClientDetails.prototype, "basiqConsentExpiryDate", void 0);
-
-class AnnualClientDetails extends AbstractModel {
-    constructor() {
-        super(...arguments);
-        this.spouseAnnualIncome = 0;
-        this.financialYear = new FinancialYear().year;
-    }
-    get spouseMonthlyIncome() {
-        return this.spouseAnnualIncome / 12;
-    }
-}
-__decorate([
-    Type(() => ClientDetails)
-], AnnualClientDetails.prototype, "clientDetails", void 0);
-
-var ClientInviteStatusEnum;
-(function (ClientInviteStatusEnum) {
-    ClientInviteStatusEnum[ClientInviteStatusEnum["PENDING"] = 1] = "PENDING";
-    ClientInviteStatusEnum[ClientInviteStatusEnum["REJECTED"] = 2] = "REJECTED";
-})(ClientInviteStatusEnum || (ClientInviteStatusEnum = {}));
-
-var ClientInviteTypeEnum;
-(function (ClientInviteTypeEnum) {
-    ClientInviteTypeEnum[ClientInviteTypeEnum["FROM_CLIENT"] = 1] = "FROM_CLIENT";
-    ClientInviteTypeEnum[ClientInviteTypeEnum["FROM_EMPLOYEE"] = 2] = "FROM_EMPLOYEE";
-})(ClientInviteTypeEnum || (ClientInviteTypeEnum = {}));
-
-class RegistrationInvite extends RegistrationInvite$1 {
-    get fullName() {
-        return `${this.firstName} ${this.lastName}`;
-    }
-}
-__decorate([
-    Type(() => AppFile)
-], RegistrationInvite.prototype, "file", void 0);
-__decorate([
-    Type(() => User)
-], RegistrationInvite.prototype, "user", void 0);
-
-var PhoneTypeEnum;
-(function (PhoneTypeEnum) {
-    PhoneTypeEnum[PhoneTypeEnum["MOBILE"] = 1] = "MOBILE";
-    PhoneTypeEnum[PhoneTypeEnum["OFFICE"] = 2] = "OFFICE";
-})(PhoneTypeEnum || (PhoneTypeEnum = {}));
-
-class Phone extends Phone$1 {
-    constructor() {
-        super(...arguments);
-        this.country = Country.australia;
-        this.type = PhoneTypeEnum.MOBILE;
-    }
-    toString() {
-        return `+${this.country.callingCode} ${this.number}`;
+    toString() {
+        return `+${this.country.callingCode} ${this.number}`;
     }
 }
 __decorate([
@@ -4496,6 +4097,9 @@ class CapitalLoss extends AbstractModel {
 __decorate([
     Type(() => ClientDetails)
 ], CapitalLoss.prototype, "clientDetails", void 0);
+__decorate([
+    Type(() => User)
+], CapitalLoss.prototype, "updatedBy", void 0);
 
 class EmployeeDetails extends EmployeeDetails$1 {
     get firmBranchNames() {
@@ -4932,6 +4536,15 @@ __decorate([
 __decorate([
     Type(() => SoleBusinessLossOffsetRule)
 ], SoleBusinessLoss.prototype, "offsetRule", void 0);
+__decorate([
+    Type(() => User)
+], SoleBusinessLoss.prototype, "updatedBy", void 0);
+
+var TransactionSourceEnum;
+(function (TransactionSourceEnum) {
+    TransactionSourceEnum[TransactionSourceEnum["CASH"] = 1] = "CASH";
+    TransactionSourceEnum[TransactionSourceEnum["BANK_TRANSACTION"] = 2] = "BANK_TRANSACTION";
+})(TransactionSourceEnum || (TransactionSourceEnum = {}));
 
 var SoleInvoiceTaxTypeEnum;
 (function (SoleInvoiceTaxTypeEnum) {
@@ -5595,92 +5208,491 @@ class User extends User$1 {
     isAdvisor() {
         return this.roles.includes(UserRolesEnum.ADVISOR);
     }
-    isImpersonator() {
-        return this.roles.includes(UserRolesEnum.SWITCH_USER);
+    isImpersonator() {
+        return this.roles.includes(UserRolesEnum.SWITCH_USER);
+    }
+    /**
+     * Check if current user is firm owner
+     */
+    isFirmOwner() {
+        return this.roles.includes(UserRolesEnum.FIRM_OWNER);
+    }
+    isTopManager() {
+        return this.roles.includes(UserRolesEnum.FIRM_TOP_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_OWNER);
+    }
+    isManager() {
+        return this.roles.includes(UserRolesEnum.FIRM_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_TOP_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_OWNER);
+    }
+    /**
+     * check if user has property tank access
+     */
+    hasPropertyTank() {
+        return this.roles ?
+            this.roles.includes(UserRolesEnum.PROPERTY_TANK) :
+            !!this.getSubscriptionRole(UserRolesEnum.PROPERTY_TANK);
+    }
+    /**
+     * check if user has property tank access
+     */
+    hasWorkTank() {
+        return this.roles ?
+            this.roles.includes(UserRolesEnum.WORK_TANK) :
+            !!this.getSubscriptionRole(UserRolesEnum.WORK_TANK);
+    }
+    /**
+     * Get user subscription role by provided role type
+     * @param roleType by which role should be returned
+     */
+    getSubscriptionRole(roleType) {
+        /**
+         * Add @TODO for Alex to check if we should use getLastSubscription here
+         */
+        return this.activeSubscription?.items
+            .find((subscriptionItem) => subscriptionItem.price.product.role.includes(roleType));
+    }
+    isCurrentFinancialYear() {
+        return new FinancialYear(new Date()).year === this.financialYear;
+    }
+    /**
+     * financial years available in the app for user
+     * starts from 2022 for new users and registeredYear - 1 for old users
+     */
+    get financialYears() {
+        return range(Math.min(FinancialYear.toFinYear(this.createdAt) - 1, 2022), FinancialYear.toFinYear(new Date()) + 1);
+    }
+    get firmBranchNames() {
+        return this.employeeDetails.firmBranchNames;
+    }
+}
+__decorate([
+    Type(() => ServiceSubscription)
+], User.prototype, "subscriptions", void 0);
+__decorate([
+    Type(() => ClientDetails)
+], User.prototype, "clientDetails", void 0);
+__decorate([
+    Type(() => EmployeeDetails)
+], User.prototype, "employeeDetails", void 0);
+__decorate([
+    Type(() => SoleDetails)
+], User.prototype, "soleDetails", void 0);
+__decorate([
+    Type(() => Address)
+], User.prototype, "address", void 0);
+__decorate([
+    Type(() => Phone)
+], User.prototype, "phone", void 0);
+__decorate([
+    Type(() => Date)
+], User.prototype, "createdAt", void 0);
+__decorate([
+    Type(() => User)
+], User.prototype, "clients", void 0);
+__decorate([
+    Type(() => AppFile)
+], User.prototype, "file", void 0);
+__decorate([
+    Type(() => AccountSetupItem)
+], User.prototype, "blacklistSetupItems", void 0);
+
+class SalaryForecast extends SalaryForecast$1 {
+    get grossAmount() {
+        return this.netPay + this.tax;
+    }
+    get taxWithheld() {
+        return this.grossAmount - this.netPay;
+    }
+    get monthlyAmount() {
+        switch (this.frequency) {
+            case SalaryForecastFrequencyEnum.ANNUAL:
+                return this.netPay / FinancialYear.monthsInYear;
+            case SalaryForecastFrequencyEnum.FORTNIGHTLY:
+                return this.netPay * FinancialYear.weeksInYear / FinancialYear.monthsInYear / 2;
+            case SalaryForecastFrequencyEnum.WEEKLY:
+                return this.netPay * FinancialYear.weeksInYear / FinancialYear.monthsInYear;
+            default:
+                return this.netPay;
+        }
+    }
+}
+__decorate([
+    Type(() => Number)
+], SalaryForecast.prototype, "tax", void 0);
+__decorate([
+    Type(() => Number)
+], SalaryForecast.prototype, "netPay", void 0);
+__decorate([
+    Type(() => IncomeSource)
+], SalaryForecast.prototype, "incomeSource", void 0);
+__decorate([
+    Type(() => User)
+], SalaryForecast.prototype, "updatedBy", void 0);
+
+class SoleForecast extends SoleForecast$1 {
+    get netPay() {
+        return this.amount;
+    }
+}
+__decorate([
+    Type(() => IncomeSource)
+], SoleForecast.prototype, "incomeSource", void 0);
+__decorate([
+    Type(() => User)
+], SoleForecast.prototype, "updatedBy", void 0);
+
+var IncomeSourceForecastTrustTypeEnum;
+(function (IncomeSourceForecastTrustTypeEnum) {
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["SPECIAL_DISABILITY_TRUST"] = 1] = "SPECIAL_DISABILITY_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DECEASED_ESTATE"] = 2] = "DECEASED_ESTATE";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["FIXED_TRUST"] = 3] = "FIXED_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["HYBRID_TRUST"] = 4] = "HYBRID_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_SERVICE_TRUST"] = 5] = "DISCRETIONARY_SERVICE_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_TRADING_TRUST"] = 6] = "DISCRETIONARY_TRADING_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["DISCRETIONARY_INVESTMENT_TRUST"] = 7] = "DISCRETIONARY_INVESTMENT_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["CASH_MANAGEMENT_UNIT_TRUST"] = 8] = "CASH_MANAGEMENT_UNIT_TRUST";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["PUBLIC_UNIT_TRUST_LISTED"] = 9] = "PUBLIC_UNIT_TRUST_LISTED";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["PUBLIC_UNIT_TRUST_UNLISTED"] = 10] = "PUBLIC_UNIT_TRUST_UNLISTED";
+    IncomeSourceForecastTrustTypeEnum[IncomeSourceForecastTrustTypeEnum["TESTAMENTARY_TRUST"] = 11] = "TESTAMENTARY_TRUST";
+})(IncomeSourceForecastTrustTypeEnum || (IncomeSourceForecastTrustTypeEnum = {}));
+
+var IncomeSourceTypeListOtherEnum;
+(function (IncomeSourceTypeListOtherEnum) {
+    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["PSI"] = 6] = "PSI";
+    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["SOLE_TRADER"] = 7] = "SOLE_TRADER";
+    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["TRUSTS"] = 9] = "TRUSTS";
+    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["OTHER_INCOME"] = 10] = "OTHER_INCOME";
+    IncomeSourceTypeListOtherEnum[IncomeSourceTypeListOtherEnum["PARTNERSHIPS"] = 12] = "PARTNERSHIPS";
+})(IncomeSourceTypeListOtherEnum || (IncomeSourceTypeListOtherEnum = {}));
+
+var IncomeSourceTypeListSoleEnum;
+(function (IncomeSourceTypeListSoleEnum) {
+    IncomeSourceTypeListSoleEnum[IncomeSourceTypeListSoleEnum["SOLE_TRADER"] = 7] = "SOLE_TRADER";
+})(IncomeSourceTypeListSoleEnum || (IncomeSourceTypeListSoleEnum = {}));
+
+var IncomeSourceTypeListWorkEnum;
+(function (IncomeSourceTypeListWorkEnum) {
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["BONUSES"] = 1] = "BONUSES";
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["DIRECTOR_FEES"] = 2] = "DIRECTOR_FEES";
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["INTEREST"] = 4] = "INTEREST";
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["PENSIONS_AND_ALLOWANCES"] = 5] = "PENSIONS_AND_ALLOWANCES";
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["SUPERANNUATION"] = 8] = "SUPERANNUATION";
+    IncomeSourceTypeListWorkEnum[IncomeSourceTypeListWorkEnum["ATTRIBUTED_P_S_I"] = 11] = "ATTRIBUTED_P_S_I";
+})(IncomeSourceTypeListWorkEnum || (IncomeSourceTypeListWorkEnum = {}));
+
+var IncomeSourceTypeListHoldingEnum;
+(function (IncomeSourceTypeListHoldingEnum) {
+    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["DIVIDENDS"] = 3] = "DIVIDENDS";
+    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["INTEREST"] = 4] = "INTEREST";
+    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["TRUSTS"] = 9] = "TRUSTS";
+    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["OTHER_INCOME"] = 10] = "OTHER_INCOME";
+    IncomeSourceTypeListHoldingEnum[IncomeSourceTypeListHoldingEnum["PARTNERSHIPS"] = 12] = "PARTNERSHIPS";
+})(IncomeSourceTypeListHoldingEnum || (IncomeSourceTypeListHoldingEnum = {}));
+
+class IncomeSourceType extends IncomeSourceType$1 {
+    isBonuses() {
+        return this.id === IncomeSourceTypeListWorkEnum.BONUSES;
+    }
+    isWork() {
+        return !!IncomeSourceTypeListWorkEnum[this.id];
+    }
+    isOther() {
+        return !!IncomeSourceTypeListOtherEnum[this.id];
+    }
+    isHolding() {
+        return !!IncomeSourceTypeListHoldingEnum[this.id];
+    }
+    isSole() {
+        return !!IncomeSourceTypeListSoleEnum[this.id];
+    }
+}
+
+class IncomeSourceForecast extends IncomeSourceForecast$1 {
+    constructor() {
+        super(...arguments);
+        this.paygIncome = 0;
+        this.frequency = SalaryForecastFrequencyEnum.ANNUAL;
+        this.isTaxFree = false;
+    }
+    /**
+     * Sometimes Income source has Salary & Income source forecasts,
+     * and we need these fields to work with Income source forecasts like with Salary Forecasts
+     */
+    get netPay() {
+        return this.amount;
+    }
+    get grossAmount() {
+        return this.amount + this.tax + this.taxInstalments + this.frankingCredits;
+    }
+    get monthlyAmount() {
+        return this.amount / 12;
+    }
+}
+__decorate([
+    Type(() => IncomeSourceType)
+], IncomeSourceForecast.prototype, "incomeSourceType", void 0);
+__decorate([
+    Type(() => IncomeSource)
+], IncomeSourceForecast.prototype, "incomeSource", void 0);
+
+class IncomeSource extends IncomeSource$1 {
+    isSoleIncome() {
+        return this.type === IncomeSourceTypeEnum.SOLE;
+    }
+    isWorkIncome() {
+        return this.type === IncomeSourceTypeEnum.WORK;
+    }
+    isOtherIncome() {
+        return this.type === IncomeSourceTypeEnum.OTHER;
+    }
+    isHolding() {
+        return this.type === IncomeSourceTypeEnum.HOLDING;
+    }
+    /**
+     * Get salary and other income forecasts
+     */
+    get forecasts() {
+        return [...this.salaryForecasts, ...this.incomeSourceForecasts, ...this.soleForecasts];
+    }
+    /**
+     * Get actual (1st from the list) forecast
+     */
+    get actualForecast() {
+        return this.forecasts[0];
+    }
+    /**
+     * Check if user was working in month taken by the index
+     * @param monthIndex by which month should be taken
+     */
+    isWorkedInMonth(monthIndex) {
+        const monthDate = new FinancialYear().getMonthDate(monthIndex);
+        return (!this.dateFrom || monthDate >= this.dateFrom) && (!this.dateTo || monthDate < this.dateTo);
+    }
+}
+__decorate([
+    Type(() => SalaryForecast)
+], IncomeSource.prototype, "salaryForecasts", void 0);
+__decorate([
+    Type(() => SoleForecast)
+], IncomeSource.prototype, "soleForecasts", void 0);
+__decorate([
+    Type(() => IncomeSourceForecast)
+], IncomeSource.prototype, "incomeSourceForecasts", void 0);
+__decorate([
+    Type(() => Date)
+], IncomeSource.prototype, "dateFrom", void 0);
+__decorate([
+    Type(() => Date)
+], IncomeSource.prototype, "dateTo", void 0);
+
+/**
+ * Income sources chart data
+ */
+class IncomeSourceChartData {
+    constructor(forecastedIncomeAmount, transactions) {
+        this.forecastedIncomeAmount = forecastedIncomeAmount;
+        this.transactions = transactions;
     }
     /**
-     * Check if current user is firm owner
+     * Get prepared data for income sources chart
      */
-    isFirmOwner() {
-        return this.roles.includes(UserRolesEnum.FIRM_OWNER);
+    get() {
+        const chartData = [{
+                id: 'actualIncome',
+                name: 'Actual Income',
+                data: [],
+                // display future actual incomes with dash line and past actual incomes with solid line
+                zones: [{
+                        // line style after current month
+                        value: new FinancialYear().getMonthDate(new Date().getMonth()).getTime(),
+                        dashStyle: 'Solid'
+                    }, {
+                        // default line style
+                        dashStyle: 'Dash'
+                    }]
+            }, {
+                id: 'forecastedIncome',
+                name: 'Forecasted Income',
+                data: [],
+            }];
+        for (const key in MonthNameShortEnum) {
+            if (MonthNameShortEnum.hasOwnProperty(key)) {
+                // transaction collection for provided month
+                const monthTransactionCollection = this.transactions.getByMonth(+MonthNumberEnum[key]);
+                chartData[0].data.push([new FinancialYear().getMonthDate(+MonthNumberEnum[key]).getTime(), monthTransactionCollection.amount]);
+                chartData[1].data.push([new FinancialYear().getMonthDate(+MonthNumberEnum[key]).getTime(), this.forecastedIncomeAmount / 12]);
+            }
+        }
+        return chartData;
     }
-    isTopManager() {
-        return this.roles.includes(UserRolesEnum.FIRM_TOP_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_OWNER);
+}
+
+class AllocationRuleTransaction extends AllocationRuleTransaction$1 {
+    constructor() {
+        super(...arguments);
+        this.claimPercent = 100;
+        this.tax = 0;
+        this.amount = null;
     }
-    isManager() {
-        return this.roles.includes(UserRolesEnum.FIRM_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_TOP_MANAGER) || this.roles.includes(UserRolesEnum.FIRM_OWNER);
+    get amountPercentCoefficient() {
+        return this.amountPercent ? this.amountPercent / 100 : 1;
     }
-    /**
-     * check if user has property tank access
-     */
-    hasPropertyTank() {
-        return this.roles ?
-            this.roles.includes(UserRolesEnum.PROPERTY_TANK) :
-            !!this.getSubscriptionRole(UserRolesEnum.PROPERTY_TANK);
+    calculateClaimPercent() {
+        if (!this.chartAccounts) {
+            return null;
+        }
+        let claimPercent = this.chartAccounts.taxablePercent;
+        // Property claim (ownership% x shared%) for property expenses, taxable percent for others
+        if (this.chartAccounts?.isProperty() && this.property) {
+            if (this.chartAccounts.isPropertyExpense() && this.chartAccounts.id !== ChartAccountsListEnum.PLATFORM_FEES) {
+                claimPercent *= this.property?.claimCoefficient;
+            }
+        }
+        return claimPercent;
     }
     /**
-     * check if user has property tank access
+     * If rule transaction has amount then split enabled. There is 0 when split disabled
      */
-    hasWorkTank() {
-        return this.roles ?
-            this.roles.includes(UserRolesEnum.WORK_TANK) :
-            !!this.getSubscriptionRole(UserRolesEnum.WORK_TANK);
+    isSplit() {
+        return !!this.amountPercent;
     }
     /**
-     * Get user subscription role by provided role type
-     * @param roleType by which role should be returned
+     * Create Transaction instance based on passed bank transaction and rule transaction
      */
-    getSubscriptionRole(roleType) {
-        /**
-         * Add @TODO for Alex to check if we should use getLastSubscription here
-         */
-        return this.activeSubscription?.items
-            .find((subscriptionItem) => subscriptionItem.price.product.role.includes(roleType));
+    toTransaction(bankTransaction = null) {
+        const transaction = bankTransaction ? bankTransaction.toTransaction(this.isGST) : plainToClass(Transaction, {});
+        Object.assign(transaction, {
+            isGST: this.isGST,
+            tax: this.tax,
+            claimPercent: this.claimPercent,
+            chartAccounts: this.chartAccounts,
+            property: this.property,
+            loan: this.loan,
+            incomeSource: this.incomeSource,
+            metaFields: this.metaFields,
+            business: this.business,
+            source: TransactionSourceEnum.BANK_TRANSACTION,
+            operation: TransactionOperationEnum.ALLOCATE,
+            transactions: [],
+        });
+        // split allocation
+        if (this.amountPercent) {
+            transaction.amount = bankTransaction.amount * this.amountPercentCoefficient / this.gstCoefficient;
+        }
+        // child transactions inherit most of the fields from parent transaction
+        this.childTransactions.forEach((childRuleTransaction) => {
+            const childTransaction = childRuleTransaction.toTransaction();
+            childTransaction.amount = childRuleTransaction.amount;
+            childTransaction.setParent(transaction);
+            transaction.transactions.push(childTransaction);
+        });
+        return transaction;
     }
-    isCurrentFinancialYear() {
-        return new FinancialYear(new Date()).year === this.financialYear;
+}
+__decorate([
+    Type(() => ChartAccounts)
+    // @TODO Alex: Create custom decorator for this transform
+    ,
+    Transform(({ value }) => ({ id: value.id }), { toPlainOnly: true })
+], AllocationRuleTransaction.prototype, "chartAccounts", void 0);
+__decorate([
+    Type(() => Property),
+    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
+], AllocationRuleTransaction.prototype, "property", void 0);
+__decorate([
+    Type(() => Loan),
+    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
+], AllocationRuleTransaction.prototype, "loan", void 0);
+__decorate([
+    Type(() => IncomeSource),
+    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
+], AllocationRuleTransaction.prototype, "incomeSource", void 0);
+__decorate([
+    Type(() => SoleBusiness),
+    Transform(({ value }) => value ? { id: value.id } : null, { toPlainOnly: true })
+], AllocationRuleTransaction.prototype, "business", void 0);
+__decorate([
+    Type(() => AllocationRuleTransactionMetaField)
+], AllocationRuleTransaction.prototype, "metaFields", void 0);
+__decorate([
+    Type(() => AllocationRuleTransaction)
+], AllocationRuleTransaction.prototype, "parentTransaction", void 0);
+__decorate([
+    Type(() => AllocationRuleTransaction)
+], AllocationRuleTransaction.prototype, "childTransactions", void 0);
+__decorate([
+    Type(() => Number)
+], AllocationRuleTransaction.prototype, "claimPercent", void 0);
+__decorate([
+    Type(() => Number)
+], AllocationRuleTransaction.prototype, "tax", void 0);
+
+var TransactionTypeEnum;
+(function (TransactionTypeEnum) {
+    TransactionTypeEnum[TransactionTypeEnum["DEBIT"] = 1] = "DEBIT";
+    TransactionTypeEnum[TransactionTypeEnum["CREDIT"] = 2] = "CREDIT";
+})(TransactionTypeEnum || (TransactionTypeEnum = {}));
+
+class TaxExemption extends TaxExemption$1 {
+    isPartial() {
+        return [TaxExemptionEnum.INVESTMENT_TO_PPR, TaxExemptionEnum.PPR_TO_INVESTMENT].includes(this.id);
+    }
+}
+
+class AssetSale extends ObservableModel {
+    static { this.className = 'AssetSale'; }
+}
+__decorate([
+    Type(() => Date)
+], AssetSale.prototype, "date", void 0);
+
+class PropertySale extends AssetSale {
+    get saleCostsTotalAmount() {
+        return this.commission + this.legalFees + this.otherCost;
     }
     /**
-     * financial years available in the app for user
-     * starts from 2022 for new users and registeredYear - 1 for old users
+     * CGT is not applicable for sales with "Principle place of residence" exemption type.
+     * https://taxtank.atlassian.net/wiki/spaces/TAXTANK/pages/4644110466/Tax+Return+MyTax+-+Online+Form ("Capital gains or losses" section)
      */
-    get financialYears() {
-        return range(Math.min(FinancialYear.toFinYear(this.createdAt) - 1, 2022), FinancialYear.toFinYear(new Date()) + 1);
+    isCGTApplicable() {
+        return this.taxExemption?.id !== TaxExemptionEnum.PPR;
     }
-    get firmBranchNames() {
-        return this.employeeDetails.firmBranchNames;
+    get netPrice() {
+        return this.price - this.saleCostsTotalAmount;
     }
 }
 __decorate([
-    Type(() => ServiceSubscription)
-], User.prototype, "subscriptions", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "holdingCosts", void 0);
 __decorate([
-    Type(() => ClientDetails)
-], User.prototype, "clientDetails", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "structuralImprovementsWDV", void 0);
 __decorate([
-    Type(() => EmployeeDetails)
-], User.prototype, "employeeDetails", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "buildingAtCostClaimed", void 0);
 __decorate([
-    Type(() => SoleDetails)
-], User.prototype, "soleDetails", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "price", void 0);
 __decorate([
-    Type(() => Address)
-], User.prototype, "address", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "commission", void 0);
 __decorate([
-    Type(() => Phone)
-], User.prototype, "phone", void 0);
+    Type(() => Number)
+], PropertySale.prototype, "legalFees", void 0);
+__decorate([
+    Type(() => Number)
+], PropertySale.prototype, "otherCost", void 0);
 __decorate([
     Type(() => Date)
-], User.prototype, "createdAt", void 0);
+], PropertySale.prototype, "settlementDate", void 0);
 __decorate([
-    Type(() => User)
-], User.prototype, "clients", void 0);
+    Type(() => Date)
+], PropertySale.prototype, "date", void 0);
 __decorate([
-    Type(() => AppFile)
-], User.prototype, "file", void 0);
+    Type(() => TaxExemption)
+], PropertySale.prototype, "taxExemption", void 0);
 __decorate([
-    Type(() => AccountSetupItem)
-], User.prototype, "blacklistSetupItems", void 0);
+    Type(() => PropertySaleTaxExemptionMetaField$1)
+], PropertySale.prototype, "taxExemptionMetaFields", void 0);
 
 class PropertySubscription extends PropertySubscription$1 {
 }
@@ -5804,6 +5816,9 @@ __decorate([
 __decorate([
     Transform(({ value }) => +value)
 ], PropertyForecast.prototype, "marketValue", void 0);
+__decorate([
+    Type(() => User)
+], PropertyForecast.prototype, "updatedBy", void 0);
 
 /**
  * propertySale docs - https://taxtank.atlassian.net/wiki/spaces/TAXTANK/pages/4209508353/Property+Sold+button
@@ -10599,11 +10614,12 @@ class Holding extends AbstractModel {
      * Get total purchasing price
      */
     get purchaseValue() {
+        const quantity = this.currentQuantity ?? this.quantity;
         // Price and entity may be empty when we use HoldingForm.currentValue
-        if (!this.price || !this.currentQuantity) {
+        if (!this.price || !this.quantity) {
             return 0;
         }
-        return this.price * this.currentQuantity;
+        return this.price * quantity;
     }
     /**
      * Get current market price
@@ -18925,7 +18941,6 @@ class JsPdf extends jsPDF {
 const FILE_SETTINGS$1 = {
     margin: 10,
     filename: 'export.pdf',
-    image: { type: 'jpeg', quality: 0.20 },
     html2canvas: {
         scale: 2,
         useCORS: true,