@zeniai/client-epic-state 4.19.63 → 4.19.65

package/lib/entity/chargeCardRepayment/chargeCardRepayment.d.ts

@@ -31,7 +31,7 @@ export interface ChargeCardRepayment {
 export interface ChargeCardRepaymentState {
     chargeCardRepaymentByID: Record<ID, ChargeCardRepayment>;
 }
-export declare const toChargeCardRepaymentStatusCodeType: (v: string) => "PendingReview" | "Pending" | "Sent" | "Clear" | "Rejected" | "Returned";
+export declare const toChargeCardRepaymentStatusCodeType: (v: string) => "PendingReview" | "Pending" | "Sent" | "Clearing" | "Rejected" | "Returned";
 export type ChargeCardRepaymentStatusCodeType = ReturnType<typeof toChargeCardRepaymentStatusCodeType>;
 export declare const toChargeCardRepaymentType: (v: string) => "scheduled" | "onDemand" | undefined;
 export type ChargeCardRepaymentType = ReturnType<typeof toChargeCardRepaymentType>;

package/lib/entity/chargeCardRepayment/chargeCardRepayment.js

@@ -6,7 +6,7 @@ const ALL_CHARGE_CARD_REPAYMENT_STATUS_CODE = [
     'PendingReview',
     'Pending',
     'Sent',
-    'Clear',
+    'Clearing',
     'Rejected',
     'Returned',
 ];

package/lib/entity/company/companyPayload.d.ts

@@ -18,6 +18,17 @@ export interface CompanyInfoPayload {
     primary_email_domain: string;
     source_of_funds: string | null;
     update_time: string;
+    company_countries_of_operations?: string[] | null;
+    company_purpose_of_account?: string | null;
+    company_purpose_of_account_desc?: string | null;
+    company_regulated_states?: boolean | null;
+    company_regulated_states_desc?: string | null;
+    company_source_of_funds?: string | null;
+    company_source_of_funds_desc?: string | null;
+    company_transaction_vol_expectations?: string | null;
+    company_transaction_vol_expectations_desc?: string | null;
+    company_us_nexus?: boolean | null;
+    company_us_nexus_desc?: string[] | null;
     first_month_of_fiscal_year?: string | undefined;
     sync_token?: string | null;
 }
@@ -36,18 +47,7 @@ export interface CompanyIncInfoPayload {
     company_inc_state: string | null;
     company_inc_state_code: string | null;
     company_inc_type: string | null;
-    company_countries_of_operations?: string[] | null;
     company_industry_sub_type?: string | null;
-    company_purpose_of_account?: string | null;
-    company_purpose_of_account_desc?: string | null;
-    company_regulated_states?: boolean | null;
-    company_regulated_states_desc?: string | null;
-    company_source_of_funds?: string | null;
-    company_source_of_funds_desc?: string | null;
-    company_transaction_vol_expectations?: string | null;
-    company_transaction_vol_expectations_desc?: string | null;
-    company_us_nexus?: boolean | null;
-    company_us_nexus_desc?: string[] | null;
     file_ids?: ID[] | null;
 }
 export interface CompanyTaxInfoPayload {

package/lib/entity/company/companyPayload.js

@@ -36,6 +36,25 @@ const toCompanyInfo = (payload, companyIdTenantIdMapping, companyInStore) => {
         phone: payload.phone ?? undefined,
         firstMonthOfFY: (0, timePeriod_1.getMonthFromMonthName)(payload.first_month_of_fiscal_year) ?? 1,
         sourceOfFunds: payload.source_of_funds ?? undefined,
+        companySourceOfFunds: payload.company_source_of_funds ?? undefined,
+        companySourceOfFundsDescription: payload.company_source_of_funds_desc ?? undefined,
+        countriesOfOperations: payload.company_countries_of_operations ?? undefined,
+        transactionVolume: payload.company_transaction_vol_expectations ?? undefined,
+        transactionVolumeDescription: payload.company_transaction_vol_expectations_desc ?? undefined,
+        purposeOfAccount: payload.company_purpose_of_account ?? undefined,
+        purposeOfAccountDescription: payload.company_purpose_of_account_desc ?? undefined,
+        regulatedStatus: payload.company_regulated_states == null
+            ? undefined
+            : payload.company_regulated_states
+                ? 'yes'
+                : 'no',
+        regulatedStatusDescription: payload.company_regulated_states_desc ?? undefined,
+        usNexus: payload.company_us_nexus == null
+            ? undefined
+            : payload.company_us_nexus
+                ? 'yes'
+                : 'no',
+        usNexusTypes: payload.company_us_nexus_desc ?? undefined,
     };
 };
 const toCompanyLocaleInfo = (payload) => ({
@@ -57,25 +76,6 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
-    countriesOfOperations: payload.company_countries_of_operations ?? undefined,
-    companySourceOfFunds: payload.company_source_of_funds ?? undefined,
-    companySourceOfFundsDescription: payload.company_source_of_funds_desc ?? undefined,
-    transactionVolume: payload.company_transaction_vol_expectations ?? undefined,
-    transactionVolumeDescription: payload.company_transaction_vol_expectations_desc ?? undefined,
-    purposeOfAccount: payload.company_purpose_of_account ?? undefined,
-    purposeOfAccountDescription: payload.company_purpose_of_account_desc ?? undefined,
-    regulatedStatus: payload.company_regulated_states === true
-        ? 'yes'
-        : payload.company_regulated_states === false
-            ? 'no'
-            : undefined,
-    regulatedStatusDescription: payload.company_regulated_states_desc ?? undefined,
-    usNexus: payload.company_us_nexus === true
-        ? 'yes'
-        : payload.company_us_nexus === false
-            ? 'no'
-            : undefined,
-    usNexusTypes: payload.company_us_nexus_desc ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/entity/company/companyStateTypes.d.ts

@@ -27,12 +27,23 @@ export interface CompanyInfo {
     bookCloseDate?: ZeniDate;
     companyDescription?: string;
     companyLegalName?: string;
+    companySourceOfFunds?: string;
+    companySourceOfFundsDescription?: string;
     companyUrl?: ZeniUrl;
+    countriesOfOperations?: string[];
     meetingUrl?: ZeniUrl;
     phone?: string;
+    purposeOfAccount?: string;
+    purposeOfAccountDescription?: string;
+    regulatedStatus?: string;
+    regulatedStatusDescription?: string;
     sourceOfFunds?: string;
     syncToken?: string;
     tenantId?: ID;
+    transactionVolume?: string;
+    transactionVolumeDescription?: string;
+    usNexus?: string;
+    usNexusTypes?: string[];
 }
 export interface CompanyLocaleInfo {
     companyIncCountryCode: string;
@@ -50,18 +61,7 @@ export interface CompanyIncInfo {
     companyIncState?: string;
     companyIncStateCode?: string;
     companyIncType?: string;
-    companySourceOfFunds?: string;
-    companySourceOfFundsDescription?: string;
     companySubIndustry?: string;
-    countriesOfOperations?: string[];
-    purposeOfAccount?: string;
-    purposeOfAccountDescription?: string;
-    regulatedStatus?: string;
-    regulatedStatusDescription?: string;
-    transactionVolume?: string;
-    transactionVolumeDescription?: string;
-    usNexus?: string;
-    usNexusTypes?: string[];
 }
 export interface CompanyTaxInfo {
     taxesFiledYears: number[];

package/lib/esm/entity/chargeCardRepayment/chargeCardRepayment.js

@@ -3,7 +3,7 @@ const ALL_CHARGE_CARD_REPAYMENT_STATUS_CODE = [
     'PendingReview',
     'Pending',
     'Sent',
-    'Clear',
+    'Clearing',
     'Rejected',
     'Returned',
 ];

package/lib/esm/entity/company/companyPayload.js

@@ -33,6 +33,25 @@ const toCompanyInfo = (payload, companyIdTenantIdMapping, companyInStore) => {
         phone: payload.phone ?? undefined,
         firstMonthOfFY: getMonthFromMonthName(payload.first_month_of_fiscal_year) ?? 1,
         sourceOfFunds: payload.source_of_funds ?? undefined,
+        companySourceOfFunds: payload.company_source_of_funds ?? undefined,
+        companySourceOfFundsDescription: payload.company_source_of_funds_desc ?? undefined,
+        countriesOfOperations: payload.company_countries_of_operations ?? undefined,
+        transactionVolume: payload.company_transaction_vol_expectations ?? undefined,
+        transactionVolumeDescription: payload.company_transaction_vol_expectations_desc ?? undefined,
+        purposeOfAccount: payload.company_purpose_of_account ?? undefined,
+        purposeOfAccountDescription: payload.company_purpose_of_account_desc ?? undefined,
+        regulatedStatus: payload.company_regulated_states == null
+            ? undefined
+            : payload.company_regulated_states
+                ? 'yes'
+                : 'no',
+        regulatedStatusDescription: payload.company_regulated_states_desc ?? undefined,
+        usNexus: payload.company_us_nexus == null
+            ? undefined
+            : payload.company_us_nexus
+                ? 'yes'
+                : 'no',
+        usNexusTypes: payload.company_us_nexus_desc ?? undefined,
     };
 };
 const toCompanyLocaleInfo = (payload) => ({
@@ -54,25 +73,6 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
-    countriesOfOperations: payload.company_countries_of_operations ?? undefined,
-    companySourceOfFunds: payload.company_source_of_funds ?? undefined,
-    companySourceOfFundsDescription: payload.company_source_of_funds_desc ?? undefined,
-    transactionVolume: payload.company_transaction_vol_expectations ?? undefined,
-    transactionVolumeDescription: payload.company_transaction_vol_expectations_desc ?? undefined,
-    purposeOfAccount: payload.company_purpose_of_account ?? undefined,
-    purposeOfAccountDescription: payload.company_purpose_of_account_desc ?? undefined,
-    regulatedStatus: payload.company_regulated_states === true
-        ? 'yes'
-        : payload.company_regulated_states === false
-            ? 'no'
-            : undefined,
-    regulatedStatusDescription: payload.company_regulated_states_desc ?? undefined,
-    usNexus: payload.company_us_nexus === true
-        ? 'yes'
-        : payload.company_us_nexus === false
-            ? 'no'
-            : undefined,
-    usNexusTypes: payload.company_us_nexus_desc ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/esm/view/companyView/epic/companyPassport/updateCompanyDetailsEpic.js

@@ -12,6 +12,9 @@ export const updateCompanyDetailsEpic = (actions$, state$, zeniAPI) => actions$.
         ...toCompanyIncInfoUpdatableInfoPayload(companyDetails.incInfo),
         ...toCompanyTaxInfoUpdatableInfoPayload(companyDetails.taxDetails),
         ...toCompanyFileInfoPayload(companyDetails.incInfo, companyDetails.taxDetails),
+        ...(companyDetails.companyInfo.companySubIndustry != null && {
+            company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
+        }),
     };
     const { newAddressState } = state$.value.addressViewState;
     const addressToCreate = newAddressState?.company_address?.addressToCreate;

package/lib/esm/view/companyView/types/companyPassport/companyPassportLocalData.js

@@ -10,9 +10,21 @@ export function toCompanyPassportLocalData(companyView, companyFiles) {
             website: companyInfo.companyUrl,
             meetingLink: companyInfo.meetingUrl,
             industry: companyQuestionaire.companyIndustry,
+            companySubIndustry: incInfo.companySubIndustry,
             businessModel: companyQuestionaire.companyBusinessModel ?? '',
             phone: companyInfo.phone ?? '',
             firstMonthOfFY: companyInfo.firstMonthOfFY,
+            companySourceOfFunds: companyInfo.companySourceOfFunds,
+            companySourceOfFundsDescription: companyInfo.companySourceOfFundsDescription,
+            countriesOfOperations: companyInfo.countriesOfOperations,
+            transactionVolume: companyInfo.transactionVolume,
+            transactionVolumeDescription: companyInfo.transactionVolumeDescription,
+            purposeOfAccount: companyInfo.purposeOfAccount,
+            purposeOfAccountDescription: companyInfo.purposeOfAccountDescription,
+            regulatedStatus: companyInfo.regulatedStatus,
+            regulatedStatusDescription: companyInfo.regulatedStatusDescription,
+            usNexus: companyInfo.usNexus,
+            usNexusTypes: companyInfo.usNexusTypes,
         },
         incInfo: {
             typeOfInc: incInfo.companyIncType ?? '',

package/lib/esm/view/companyView/types/companyPassportViewPayload.js

@@ -1,16 +1,59 @@
-export const toCompanyUpdatableInfoPayload = (info) => {
-    const payload = {
-        name: info.companyName,
-        company_legal_name: info.legalName,
-        phone: info.phone,
-        company_industry: info.industry,
-        company_business_model: info.businessModel,
-        company_url: info.website != null ? info.website.toString() : null,
-        meeting_url: info.meetingLink != null ? info.meetingLink.toString() : null,
-        is_new_company_industry_verified: true,
-    };
-    return payload;
+/** Maps US nexus display label to API key (for company_us_nexus_desc) */
+const US_NEXUS_LABEL_TO_KEY = {
+    Employees: 'employees',
+    Customers: 'customers',
+    'Physical office or facility': 'physical_office',
+    'Banking relationships': 'banking_relationships',
 };
+function toUsNexusTypeKey(value) {
+    const key = US_NEXUS_LABEL_TO_KEY[value];
+    return key ?? value;
+}
+export const toCompanyUpdatableInfoPayload = (info) => ({
+    name: info.companyName,
+    company_legal_name: info.legalName,
+    phone: info.phone,
+    company_industry: info.industry,
+    company_business_model: info.businessModel,
+    company_url: info.website != null ? info.website.toString() : null,
+    meeting_url: info.meetingLink != null ? info.meetingLink.toString() : null,
+    is_new_company_industry_verified: true,
+    ...(info.companySourceOfFunds != null && {
+        company_source_of_funds: info.companySourceOfFunds,
+    }),
+    ...(info.companySourceOfFundsDescription != null && {
+        company_source_of_funds_desc: info.companySourceOfFundsDescription,
+    }),
+    ...(info.countriesOfOperations != null &&
+        info.countriesOfOperations.length > 0 && {
+        company_countries_of_operations: info.countriesOfOperations,
+    }),
+    ...(info.transactionVolume != null && {
+        company_transaction_vol_expectations: info.transactionVolume,
+    }),
+    ...(info.transactionVolumeDescription != null && {
+        company_transaction_vol_expectations_desc: info.transactionVolumeDescription,
+    }),
+    ...(info.purposeOfAccount != null && {
+        company_purpose_of_account: info.purposeOfAccount,
+    }),
+    ...(info.purposeOfAccountDescription != null && {
+        company_purpose_of_account_desc: info.purposeOfAccountDescription,
+    }),
+    ...(info.regulatedStatus != null && {
+        company_regulated_states: info.regulatedStatus === 'yes',
+    }),
+    ...(info.regulatedStatusDescription != null && {
+        company_regulated_states_desc: info.regulatedStatusDescription,
+    }),
+    ...(info.usNexus != null && {
+        company_us_nexus: info.usNexus === 'yes',
+    }),
+    ...(info.usNexusTypes != null &&
+        info.usNexusTypes.length > 0 && {
+        company_us_nexus_desc: info.usNexusTypes.map(toUsNexusTypeKey),
+    }),
+});
 export const toCompanyIncInfoUpdatableInfoPayload = (info) => {
     const payload = {
         company_inc_type: info.typeOfInc,

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -218,13 +218,13 @@ export const onboardingStepsData = (isValidConnection, productSettings, accounti
         requiredStepsData: requiredStepsData.map((step) => toOnboardingStepType(step)),
     };
 };
-function isCompanyDetailsSavePending(fileState, company, primaryContact, companyDetailsLocalData) {
+export function isCompanyDetailsSavePending(fileState, company, primaryContact, companyDetailsLocalData) {
     if (company == null || companyDetailsLocalData == null) {
         return false;
     }
     const { companyInfo, incInfo, taxInfo, questionaire } = company.company.company;
-    const { companyDescription, companyLegalName, companyUrl, phone } = companyInfo;
-    const { fileIds, companyIncDate: incDate, companyIncState, companyIncType, companySourceOfFunds, companySourceOfFundsDescription, companySubIndustry, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = incInfo;
+    const { companyDescription, companyLegalName, companyUrl, phone, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
+    const { fileIds, companyIncDate: incDate, companyIncState, companyIncType, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyFileIds = getFilesByFileIds(fileState, fileIds).map((file) => file.fileId);

package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardList.js

@@ -68,6 +68,7 @@ export const initialCreditAccountRepayment = {
     nextRepaymentDueDate: dateNow(),
     remainingAmountDue: { amount: 0, currencyCode: 'USD', currencySymbol: '$' },
     initiatedRepaymentDate: undefined,
+    paymentMethod: undefined,
 };
 const ALL_CHARGE_CARD_SORT_KEYS = [
     'owner',

package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer.js

@@ -340,6 +340,7 @@ const toCreditAccountRepayment = (payload) => ({
     initiatedRepaymentDate: payload.initiated_repayment_date != null
         ? date(payload.initiated_repayment_date)
         : undefined,
+    paymentMethod: payload.payment_method ?? undefined,
     providerCreditAccountId: payload.provider_credit_account_id,
     remainingAmountDue: toAmount(payload.remaining_amount_due, payload.currency_code, payload.currency_symbol),
     remainingAmountOverdue: toAmount(payload.remaining_amount_overdue, payload.currency_code, payload.currency_symbol),

package/lib/esm/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryHelpers.js

@@ -12,7 +12,7 @@ export function getPaymentStatusDisplayText(status) {
         PendingReview: 'In Progress',
         Pending: 'In Progress',
         Sent: 'Complete',
-        Clear: 'Complete',
+        Clearing: 'In Progress',
         Rejected: 'Failed',
         Returned: 'Failed',
     };

package/lib/esm/view/spendManagement/commonSetup/epic/setup/updateSetupViewLocalStoreDataEpic.js

@@ -43,9 +43,9 @@ export const updateSetupViewLocalStoreDataEpic = (actions$, state$) => actions$.
  */
 export function toSetupViewLocalData(company, users, userRoles, primaryContact) {
     const { companyInfo, incInfo, taxInfo, questionaire, companyBillPayInfo } = company;
-    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, } = companyInfo;
+    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
     const { usersSelectedForVerification: usersSelected } = companyBillPayInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, countriesOfOperations, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {