@zeniai/client-epic-state 4.17.51 → 4.17.53

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

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "transactions_reviewed" | "transaction_reviewed" | "transaction_reviewed_failed" | "transactions_reviewed_failed" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "notify_admin_for_low_balance" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "send_email_magic_link_to_user" | "complete_profile_done";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "transactions_reviewed" | "transaction_reviewed" | "transaction_reviewed_failed" | "transactions_reviewed_failed" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "notify_admin_for_low_balance" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -161,6 +161,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'treasury_accept_term',
     'treasury_transfer_money',
     'treasury_transfer_money_failed',
+    'treasury_update_portfolio_allocation',
     'send_email_magic_link_to_user',
     'complete_profile_done',
 ];

package/lib/index.d.ts

@@ -474,7 +474,7 @@ import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewV
 import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
-import { FundAllocationOption, FundComposition, FundData } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
+import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
 import { clearCheckDeposit, depositCheck, updateLocalStore as updateCheckDepositLocalData, updateDepositToLocalData } from './view/spendManagement/zeniAccounts/checkDeposit/checkDepositReducer';
 import { CheckDepositSelectorView, getCheckDepositDetail } from './view/spendManagement/zeniAccounts/checkDeposit/checkDepositSelector';
 import { CheckDepositLocalData } from './view/spendManagement/zeniAccounts/checkDeposit/checkDepositState';
@@ -832,7 +832,7 @@ export { fetchCompanyTaskManagerView, CompanyTaskManagerSelectorView, CompanyTas
 export { Country };
 export { InternationalWireVerificationState, VerificationFormField, VerificationFormLocalData, FieldValueType, fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, InternationalWireVerificationView, };
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, ExpressPayFormLocalData, ExpressPayView, getExpressPayView, };
-export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, FundAllocationOption, FundComposition, FundData, TreasurySetupView, getTreasurySetupViewDetails, };
+export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, FundAllocationOption, FundComposition, FundData, TreasurySetupView, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
 export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, updateResponseState, } from './view/aiCfoView/aiCfoViewReducer';
 export { AiCfoViewState, AiCfoViewUIState, } from './view/aiCfoView/aiCfoViewState';
 export { AiCfoViewSelector, getAiCfoView, } from './view/aiCfoView/aiCfoViewSelector';

package/lib/index.js

@@ -64,8 +64,8 @@ exports.resetSelectedJEAccruedScheduleKey = exports.updateSelectedJEAccruedSched
 exports.updateVendorFirstReviewViewScrollYOffset = exports.fetchVendorFirstReviewAttachments = exports.fetchVendorFirstReviewView = exports.getVendorFirstReviewAttachmentView = exports.getVendorFirstReviewView = exports.getGlobalMerchantAutoCompleteResults = exports.toVendorFirstReviewViewColumnKeyType = exports.getVendorTabView = exports.updateVendorTabViewTab = exports.fetchVendorTabView = exports.resetMarkAsCompleteStatus = exports.markAsCompleteScheduleDetail = exports.getDefaultSelectedTimeframeForScheduleType = exports.getFetchStateForScheduleListByType = exports.updatedJELinkWithRecommendedLocalData = exports.resetJELinkInLocalData = exports.updateAmountsInScheduleDetail = exports.updatedJELinkInLocalData = exports.getThirdPartyIDFromQBOURL = exports.getQBOUrlForLink = exports.updatedSelectedJELinkRowIndex = exports.updateAccruedJEScheduleAccruedByListKey = exports.updateScheduleListDownloadState = exports.updateScheduleDetailsLocalData = exports.createNewSchedules = exports.deleteScheduleDetail = exports.saveScheduleDetails = exports.fetchScheduleDetailsPage = exports.getAccruedScheduleDetailsView = exports.getScheduleDetailsView = exports.fetchScheduleDetails = exports.updateSelectedJEScheduleKey = exports.updateScheduleListSortState = exports.updateScheduleListScrollState = exports.updateScheduleListSearchText = exports.updateScheduleListSubTab = exports.toScheduleSubTabType = exports.toScheduleListTabsFileTypeStrict = exports.toScheduleTypesTypeStrict = exports.toScheduleTypesType = exports.getFetchStateForScheduleAccountList = exports.updateScheduleListLocalData = exports.fetchSchedulesAccount = exports.fetchDownloadSchedules = exports.fetchAccruedScheduleList = exports.fetchScheduleList = exports.getAccruedScheduleListReport = exports.getScheduleListReport = exports.ALL_SCHEDULES_TYPES = exports.resetAccruedDetailNewScheduleState = void 0;
 exports.discardTaskUpdatesInLocalStore = exports.deleteTask = exports.TASK_LIST_GROUP_BY_CATEGORIES = exports.TASK_LIST_FILTER_CATEGORIES = exports.updateTaskFilters = exports.allTaskPriority = exports.allTaskStatus = exports.updateTaskListUIState = exports.updateTaskListSearchText = exports.archiveTask = exports.saveTaskDetail = exports.saveTaskUpdatesToLocalStore = exports.fetchTaskDetailPage = exports.getTaskDetail = exports.fetchTaskListPage = exports.getAllTasks = exports.toRecurringBillFrequencyStrict = exports.toRecurringBillFrequency = exports.updateArAgingNodeCollapseState = exports.getArAgingDetailForCustomer = exports.getArAgingReport = exports.updateArAgingDetailUIState = exports.fetchArAgingDetail = exports.updateArAgingUIState = exports.fetchArAging = exports.updateVendorGlobalReviewViewLocalData = exports.toVendorGlobalReviewColumnSortKeyType = exports.getTenantMerchantByMerchantId = exports.getVendorGlobalReviewView = exports.updateVendorGlobalReviewViewUIState = exports.updateSelectedGlobalMerchant = exports.fetchVendorGlobalReviewView = exports.rejectVendorGlobalReview = exports.approveVendorGlobalReview = exports.getGlobalMerchantView = exports.clearGlobalMerchantView = exports.updateCreateGlobalMerchantLocalData = exports.createGlobalMerchant = exports.fetchGlobalMerchantRecommendation = exports.getVendorDetailSelectorView = exports.saveVendorDetailsView = exports.updateReviewVendorDetailLocalData = exports.clearGlobalMerchantAutoCompleteResults = exports.fetchGlobalMerchantAutoCompleteView = exports.updateVendorFirstReviewSortUiState = exports.updateVendorFirstReviewViewLocalData = exports.saveVendorFirstReviewView = exports.clearRecentlySavedErroredVendorData = exports.updateVendorFirstReviewViewPageToken = exports.resetVendorFirstReviewLocalData = void 0;
 exports.updateNotificationViewAllNotificationsStatus = exports.fetchNotificationUnreadCountSuccess = exports.fetchNotificationUnreadCount = exports.fetchNotificationView = exports.toNotificationTabTypeStrict = exports.toNotificationSubTabTypeStrict = exports.updateCommentsNotificationsStatuses = exports.updateCommentsNotifications = exports.toNotificationModeStrict = exports.fetchZeniAccountsPromoCard = exports.getZeniAccountsPromoCard = exports.getAuthenticationView = exports.fetchCollaborationAuthToken = exports.clearAuditReportGroupViewByCompanyId = exports.saveReasonForAuditRule = exports.fetchAuditReportGroupView = exports.fetchAuditRuleGroupView = exports.getUserFromAllUsers = exports.getAuditRuleGroupViewSelectorView = exports.getAuditReportGroupViewSelectorView = exports.clearCardPaymentView = exports.resetCardPaymentErrorStatuses = exports.fetchPaymentSources = exports.addCardPaymentSource = exports.confirmCardSetupIntent = exports.createCardSetupIntent = exports.getAllCardsAndBankPaymentMethods = exports.deleteTag = exports.createTag = exports.fetchTagList = exports.getAllTags = exports.initialTaskDetailLocalData = exports.convertHHMMStrToMinutes = exports.updateTaskFromListView = exports.toDueDateGroupKeyType = exports.toTaskStatusCodeType = exports.toPriorityCodeType = exports.getDueDateValueFromDueDateGroupId = exports.initialTaskDetail = exports.fetchAllTaskGroups = exports.getTaskUpdates = exports.toTaskListGroupByKeyTypeStrict = exports.toTaskListGroupByKeyType = exports.updateTaskGroupName = exports.dragNDropTasks = exports.updateTaskListLocalData = exports.deleteTaskGroup = exports.initiateTaskListLocalData = exports.createNewTaskGroup = exports.bulkUpdateTaskList = void 0;
-exports.createSession = exports.fetchChatSessionsForUser = exports.getTreasurySetupViewDetails = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchCompanyTaskManagerView = exports.getMinAllowedEndDate = exports.toRecurringFrequency = exports.getRecurringEndDateFromCount = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = void 0;
-exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setSessions = exports.setNewSession = exports.getAiCfoView = exports.updateResponseState = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = void 0;
+exports.fetchChatSessionsForUser = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchCompanyTaskManagerView = exports.getMinAllowedEndDate = exports.toRecurringFrequency = exports.getRecurringEndDateFromCount = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = void 0;
+exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setSessions = exports.setNewSession = exports.getAiCfoView = exports.updateResponseState = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -1553,6 +1553,8 @@ Object.defineProperty(exports, "updatePortfolioAllocation", { enumerable: true,
 const treasurySetupViewSelector_1 = require("./view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector");
 Object.defineProperty(exports, "getTreasuryBusinessVerificationDetails", { enumerable: true, get: function () { return treasurySetupViewSelector_1.getTreasuryBusinessVerificationDetails; } });
 Object.defineProperty(exports, "getTreasurySetupViewDetails", { enumerable: true, get: function () { return treasurySetupViewSelector_1.getTreasurySetupViewDetails; } });
+const treasurySetupViewState_1 = require("./view/spendManagement/treasury/treasurySetUp/treasurySetupViewState");
+Object.defineProperty(exports, "getTreasuryFundsMaximumYield", { enumerable: true, get: function () { return treasurySetupViewState_1.getTreasuryFundsMaximumYield; } });
 const checkDepositReducer_1 = require("./view/spendManagement/zeniAccounts/checkDeposit/checkDepositReducer");
 Object.defineProperty(exports, "clearCheckDeposit", { enumerable: true, get: function () { return checkDepositReducer_1.clearCheckDeposit; } });
 Object.defineProperty(exports, "depositCheck", { enumerable: true, get: function () { return checkDepositReducer_1.depositCheck; } });

package/lib/view/spendManagement/commonSetup/epic/setup/updateBusinessVerificationDetailsEpic.d.ts

@@ -12,10 +12,10 @@ import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
 import { AddressUpdatableInfo } from '../../../../addressView/addressViewState';
 import { updateBusinessVerificationDetails, updateBusinessVerificationDetailsFailure, updateBusinessVerificationDetailsSuccess, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from '../../setupViewReducer';
-import { CompanyDetailsLocalData, CompanyOfficerLocalData, PrimaryContactLocalData } from '../../setupViewState';
+import { CompanyDetailsLocalData, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewType } from '../../setupViewState';
 import { CompanyDetailsVerificationPayload, CompanyOfficerVerificationPayload, NewCompanyOfficerVerificationPayload, PrimaryContactVerificationPayload } from '../../types/businessVerification';
 export type ActionType = ReturnType<typeof updateBusinessVerificationDetails> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateUserRoles> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateFiles> | ReturnType<typeof updateAccounts> | ReturnType<typeof updatePaymentAccounts> | ReturnType<typeof updateSetupViewLocalStoreData> | ReturnType<typeof updateSelectedCompanyOfficer> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateBusinessVerificationDetailsSuccess> | ReturnType<typeof updateBusinessVerificationDetailsFailure>;
 export declare const updateBusinessVerificationDetailsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
-export declare const toBusinessVerificationCompanyDataPayload: (companyLocalData: CompanyDetailsLocalData, sendForVerification: boolean, companyAddressData?: AddressUpdatableInfo, registeredAddressData?: AddressUpdatableInfo) => Partial<CompanyDetailsVerificationPayload>;
+export declare const toBusinessVerificationCompanyDataPayload: (companyLocalData: CompanyDetailsLocalData, sendForVerification: boolean, companyAddressData?: AddressUpdatableInfo, registeredAddressData?: AddressUpdatableInfo, setupViewType?: SetupViewType) => Partial<CompanyDetailsVerificationPayload>;
 export declare const toBusinessVerificationPrimaryContactDataPayload: (primaryContact: PrimaryContactLocalData, isNewPrimaryContactUser: boolean) => Partial<PrimaryContactVerificationPayload>;
 export declare const toBusinessVerificationOfficerDataPayload: (companyOfficer: CompanyOfficerLocalData, isSubmittingAdditionalDocuments: boolean, companyOfficerAddressData?: AddressUpdatableInfo) => Partial<CompanyOfficerVerificationPayload> | Partial<NewCompanyOfficerVerificationPayload>;

package/lib/view/spendManagement/commonSetup/epic/setup/updateBusinessVerificationDetailsEpic.js

@@ -40,7 +40,7 @@ const updateBusinessVerificationDetailsEpic = (actions$, state$, zeniAPI) => act
         const isNewPrimaryContactUser = (primaryContactLocalData === null || primaryContactLocalData === void 0 ? void 0 : primaryContactLocalData.userId) == null ||
             (primaryContactLocalData === null || primaryContactLocalData === void 0 ? void 0 : primaryContactLocalData.email) !==
                 ((_d = companyView === null || companyView === void 0 ? void 0 : companyView.primaryContact) === null || _d === void 0 ? void 0 : _d.user.email);
-        const company = (0, exports.toBusinessVerificationCompanyDataPayload)(companyLocalData, sendForVerification, companyAddressToCreate, registeredAddressToCreate);
+        const company = (0, exports.toBusinessVerificationCompanyDataPayload)(companyLocalData, sendForVerification, companyAddressToCreate, registeredAddressToCreate, setupViewType);
         const primary_contact_user = primaryContactLocalData != null &&
             Boolean(primaryContactLocalData.email) === true // Don't save Empty Primary Contact details
             ? (0, exports.toBusinessVerificationPrimaryContactDataPayload)(primaryContactLocalData, isNewPrimaryContactUser)
@@ -111,7 +111,7 @@ const updateBusinessVerificationDetailsEpic = (actions$, state$, zeniAPI) => act
     }
 }));
 exports.updateBusinessVerificationDetailsEpic = updateBusinessVerificationDetailsEpic;
-const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData) => {
+const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
     const { companyDescription, companyLegalName, companyIndustry, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, sourceOfFunds, } = companyLocalData;
     const company = {
         is_ready_for_verification: sendForVerification,
@@ -166,7 +166,7 @@ const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerif
     if (companyIndustry != null) {
         company['company_industry'] = companyIndustry;
     }
-    if (sourceOfFunds != null) {
+    if (setupViewType === 'zeni_treasury' && sourceOfFunds != null) {
         company['source_of_funds'] = sourceOfFunds;
     }
     company['is_new_company_industry_verified'] = true;

package/lib/view/spendManagement/plaidAccount/epic/paymentAccounts/updatePrimaryFundingAccountEpic.js

@@ -85,6 +85,8 @@ function toProductTypeFromPlaidAccountKeyType(plaidAccountKeyType) {
             return 'Reimbursements';
         case 'charge_card_setup':
             return 'Cards';
+        case 'treasury_setup':
+            return 'Treasury';
         case 'account_setup':
         default:
             return 'Checking';

package/lib/view/spendManagement/treasury/treasurySetUp/epic/updatePortfolioAllocationEpic.d.ts

@@ -1,7 +1,8 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
 import { RootState } from '../../../../../reducer';
 import { ZeniAPI } from '../../../../../zeniAPI';
 import { updatePortfolioAllocation, updatePortfolioAllocationFailure, updatePortfolioAllocationSuccess } from '../treasurySetupViewReducer';
-export type ActionType = ReturnType<typeof updatePortfolioAllocation> | ReturnType<typeof updatePortfolioAllocationSuccess> | ReturnType<typeof updatePortfolioAllocationFailure>;
+export type ActionType = ReturnType<typeof updatePortfolioAllocation> | ReturnType<typeof updatePortfolioAllocationSuccess> | ReturnType<typeof updatePortfolioAllocationFailure> | ReturnType<typeof openSnackbar>;
 export declare const updatePortfolioAllocationEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/spendManagement/treasury/treasurySetUp/epic/updatePortfolioAllocationEpic.js

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.updatePortfolioAllocationEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../../../responsePayload");
 const treasurySetupViewReducer_1 = require("../treasurySetupViewReducer");
 const updatePortfolioAllocationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(treasurySetupViewReducer_1.updatePortfolioAllocation.match), (0, operators_1.switchMap)((action) => {
@@ -17,7 +18,15 @@ const updatePortfolioAllocationEpic = (actions$, state$, zeniAPI) => actions$.pi
         : zeniAPI.postAndGetJSON(`${zeniAPI.apiEndPoints.bankingMicroServiceBaseUrl}/1.0/treasury-account`, payload);
     return apiCall.pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
-            return (0, rxjs_1.of)((0, treasurySetupViewReducer_1.updatePortfolioAllocationSuccess)());
+            const actions = [
+                (0, treasurySetupViewReducer_1.updatePortfolioAllocationSuccess)(response.data || { fund_allocation_percentages: {} }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'treasury_update_portfolio_allocation',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ];
+            return (0, rxjs_1.from)(actions);
         }
         else {
             return (0, rxjs_1.of)((0, treasurySetupViewReducer_1.updatePortfolioAllocationFailure)(response.status));

package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewPayload.d.ts

@@ -44,7 +44,7 @@ interface AllocationPercentageToRiskPayload {
 }
 export type FetchTreasuryFundsResponse = ZeniAPIResponse<TreasuryFundsPayload>;
 export interface UpdatePortfolioAllocationPayload {
-    allocation_percentages: Record<string, number>;
+    fund_allocation_percentages: Record<string, number>;
 }
 export type UpdatePortfolioAllocationResponse = ZeniAPIResponse<UpdatePortfolioAllocationPayload>;
 export interface FetchPortfolioAllocationPayload {

package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.d.ts

@@ -1,5 +1,5 @@
 import { ZeniAPIStatus } from '../../../../responsePayload';
-import { TreasuryFundsPayload } from './treasurySetupViewPayload';
+import { TreasuryFundsPayload, UpdatePortfolioAllocationPayload } from './treasurySetupViewPayload';
 import { FundAllocationOption, TreasurySetupViewState } from './treasurySetupViewState';
 export declare const initialState: TreasurySetupViewState;
 export declare const fetchTreasuryFunds: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"treasurySetupView/fetchTreasuryFunds">, fetchTreasurySetupView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, cacheOverride?: any, refreshViewInBackground?: any], {
@@ -12,7 +12,7 @@ export declare const fetchTreasuryFunds: import("@reduxjs/toolkit").ActionCreato
     error: ZeniAPIStatus;
 }, "treasurySetupView/updateTreasuryFundsFailure">, updatePortfolioAllocation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[isEdit: boolean], {
     isEdit: boolean;
-}, "treasurySetupView/updatePortfolioAllocation", never, never>, updatePortfolioAllocationSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"treasurySetupView/updatePortfolioAllocationSuccess">, updatePortfolioAllocationFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "treasurySetupView/updatePortfolioAllocationFailure", never, never>, fetchPortfolioAllocation: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"treasurySetupView/fetchPortfolioAllocation">, fetchPortfolioAllocationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "treasurySetupView/updatePortfolioAllocation", never, never>, updatePortfolioAllocationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<UpdatePortfolioAllocationPayload, "treasurySetupView/updatePortfolioAllocationSuccess">, updatePortfolioAllocationFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "treasurySetupView/updatePortfolioAllocationFailure", never, never>, fetchPortfolioAllocation: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"treasurySetupView/fetchPortfolioAllocation">, fetchPortfolioAllocationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     allocation_percentages: Record<string, number>;
 }, "treasurySetupView/fetchPortfolioAllocationSuccess">, fetchPortfolioAllocationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "treasurySetupView/fetchPortfolioAllocationFailure">, updateFundAllocationLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<FundAllocationOption, "treasurySetupView/updateFundAllocationLocalData">;
 declare const _default: import("redux").Reducer<TreasurySetupViewState>;

package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.js

@@ -177,11 +177,28 @@ const treasurySetupView = (0, toolkit_1.createSlice)({
                 };
             },
         },
-        updatePortfolioAllocationSuccess(draft) {
+        updatePortfolioAllocationSuccess(draft, action) {
             draft.portfolioAllocationUpdateStatus = {
                 fetchState: 'Completed',
                 error: undefined,
             };
+            // Update currentAllocation with the response data
+            draft.currentAllocation = {
+                fetchStatus: {
+                    fetchState: 'Completed',
+                    error: undefined,
+                },
+                allocation: action.payload.fund_allocation_percentages,
+            };
+            // Update fundAllocationLocalData to match the current allocation
+            const matchingOption = draft.treasuryFundsDetails.fundAllocationOptions.find((option) => (0, isEqual_1.default)(option.allocation, action.payload.fund_allocation_percentages));
+            if (matchingOption) {
+                draft.fundAllocationLocalData = {
+                    allocation: matchingOption.allocation,
+                    riskLevel: matchingOption.riskLevel,
+                    optionIndex: matchingOption.optionIndex,
+                };
+            }
         },
         updatePortfolioAllocationFailure: {
             reducer(draft, action) {

package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewState.d.ts

@@ -47,3 +47,4 @@ export interface FundComposition {
     investedIn: string;
 }
 export declare const liquidityTimelineCodeToValue: (code: string) => string;
+export declare function getTreasuryFundsMaximumYield(funds: FundData[]): number;

package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewState.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.liquidityTimelineCodeToValue = void 0;
+exports.getTreasuryFundsMaximumYield = getTreasuryFundsMaximumYield;
 const liquidityTimelineCodeToValue = (code) => {
     switch (code) {
         case 'same-day':
@@ -12,3 +13,9 @@ const liquidityTimelineCodeToValue = (code) => {
     }
 };
 exports.liquidityTimelineCodeToValue = liquidityTimelineCodeToValue;
+function getTreasuryFundsMaximumYield(funds) {
+    if (funds.length === 0) {
+        return 0;
+    }
+    return Math.max(...funds.map((fund) => fund.yield));
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.17.51",
+  "version": "4.17.53",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",