@zeniai/client-epic-state 4.19.68 → 4.19.69-betaJK11

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/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js

@@ -4,15 +4,14 @@ import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/ti
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { backgroundRefetchReviewTab, syncTransactionCategorizationFromDetailSave, } from '../../reducers/transactionsViewReducer';
 export const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe(filter(syncTransactionCategorizationFromDetailSave.match), mergeMap((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return EMPTY;
     }
     const state = state$.value;
     // Only trigger when the transaction was auto-only (not in review tab after reducer ran)
     const reviewLocalData = state.expenseAutomationTransactionsViewState
-        .transactionCategorizationView.review
-        .transactionReviewLocalDataById[transactionId.id];
+        .transactionCategorizationView.review.transactionReviewLocalDataById[transactionId.id];
     if (reviewLocalData != null) {
         return EMPTY;
     }

package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -41,8 +41,8 @@ export const filterAutoTabLineItems = (tabView, transactionId, updatedTransactio
     if (localData == null) {
         return;
     }
-    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems
-        .autoCategorized ?? [];
+    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems.autoCategorized ??
+        [];
     const linesById = new Map(updatedTransaction.lines?.map((l) => [l.id, l]));
     const retainedLineIds = currentAutoLineIds.filter((lineId) => {
         const line = linesById.get(lineId);

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

@@ -218,17 +218,17 @@ 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, companyIncType } = 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);
-    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, typeOfIncorporation: companyIncTypeLocalData, primaryContactLocalData, } = companyDetailsLocalData;
+    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, stateOfIncorporation: stateOfIncorporationLocalData, typeOfIncorporation: companyIncTypeLocalData, companySourceOfFunds: companySourceOfFundsLocalData, companySourceOfFundsDescription: companySourceOfFundsDescriptionLocalData, countriesOfOperations: countriesOfOperationsLocalData, companySubIndustry: companySubIndustryLocalData, transactionVolume: transactionVolumeLocalData, transactionVolumeDescription: transactionVolumeDescriptionLocalData, purposeOfAccount: purposeOfAccountLocalData, purposeOfAccountDescription: purposeOfAccountDescriptionLocalData, regulatedStatus: regulatedStatusLocalData, regulatedStatusDescription: regulatedStatusDescriptionLocalData, usNexus: usNexusLocalData, usNexusTypes: usNexusTypesLocalData, primaryContactLocalData, } = companyDetailsLocalData;
     const fileIdsLocalData = companyFilesLocalData.map((file) => file.fileId);
     if (primaryContact != null) {
         const { firstName, lastName, email } = primaryContact;
@@ -238,6 +238,10 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
             return true;
         }
     }
+    const countriesOfOperationsMatch = JSON.stringify(countriesOfOperations ?? []) ===
+        JSON.stringify(countriesOfOperationsLocalData ?? []);
+    const usNexusTypesMatch = JSON.stringify(usNexusTypes ?? []) ===
+        JSON.stringify(usNexusTypesLocalData ?? []);
     return (companyDescription != companyDescriptionLocalData ||
         companyIndustry != companyIndustryLocalData ||
         companyLegalName != companyLegalNameLocalData ||
@@ -245,7 +249,21 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
         incDate?.toString() != incDateLocalData?.toString() ||
         phone != companyPhoneLocalData ||
         companyUrl?.toString() != companyUrlLocalData?.toString() ||
+        companyIncState != stateOfIncorporationLocalData ||
+        companySourceOfFunds != companySourceOfFundsLocalData ||
+        companySourceOfFundsDescription !=
+            companySourceOfFundsDescriptionLocalData ||
+        !countriesOfOperationsMatch ||
         companyIncType != companyIncTypeLocalData ||
+        transactionVolume != transactionVolumeLocalData ||
+        transactionVolumeDescription != transactionVolumeDescriptionLocalData ||
+        purposeOfAccount != purposeOfAccountLocalData ||
+        purposeOfAccountDescription != purposeOfAccountDescriptionLocalData ||
+        regulatedStatus != regulatedStatusLocalData ||
+        regulatedStatusDescription != regulatedStatusDescriptionLocalData ||
+        usNexus != usNexusLocalData ||
+        !usNexusTypesMatch ||
+        companySubIndustry != companySubIndustryLocalData ||
         !(fileIdsLocalData.length === companyFileIds.length &&
             companyFileIds.every((fileId) => fileIdsLocalData.includes(fileId))));
 }

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewReducer.js

@@ -8,7 +8,9 @@ export const initialState = {
         attributes: [],
         fetchStatus: { fetchState: 'Not-Started', error: undefined },
     },
+    affectedEntityIds: undefined,
     approvalRuleIds: [],
+    newApprovalRuleId: undefined,
     approvalRulesDeleteStatusById: {},
     billPaySetupApproverViewUpdateData: undefined,
     hasValidState() {
@@ -153,9 +155,10 @@ const billPaySetupApproverView = createSlice({
         },
         saveBillPaySetupApproverViewUpdatesSuccess: {
             reducer(draft, action) {
-                const { approvalRuleIds } = action.payload;
+                const { approvalRuleIds, affectedEntityIds, newApprovalRuleId } = action.payload;
                 if (draft.billPaySetupApproverViewUpdateData != null) {
-                    if (draft.billPaySetupApproverViewUpdateData.type === 'approval_update' &&
+                    if (draft.billPaySetupApproverViewUpdateData.type ===
+                        'approval_update' &&
                         draft.billPaySetupApproverViewUpdateData.data
                             ?.isApplicableOnPendingApprovalEntity === true) {
                         draft.listeningToPusherEvent = true;
@@ -166,10 +169,12 @@ const billPaySetupApproverView = createSlice({
                     };
                 }
                 draft.approvalRuleIds = approvalRuleIds;
+                draft.affectedEntityIds = affectedEntityIds;
+                draft.newApprovalRuleId = newApprovalRuleId;
             },
-            prepare(approvalRuleIds) {
+            prepare(approvalRuleIds, affectedEntityIds, newApprovalRuleId) {
                 return {
-                    payload: { approvalRuleIds },
+                    payload: { approvalRuleIds, affectedEntityIds, newApprovalRuleId },
                 };
             },
         },
@@ -222,6 +227,10 @@ const billPaySetupApproverView = createSlice({
         },
         setListeningToPusherEvent(draft, action) {
             draft.listeningToPusherEvent = action.payload;
+            if (action.payload === false) {
+                draft.affectedEntityIds = undefined;
+                draft.newApprovalRuleId = undefined;
+            }
         },
         clearBillPaySetupApproverViewUpdateData(draft) {
             if (draft.billPaySetupApproverViewUpdateData != null) {

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js

@@ -6,7 +6,7 @@ import { getClassesByIds } from '../../../../entity/class/classSelector';
 import { getUserByUserId } from '../../../../entity/user/userSelector';
 import { getUserRoleByUserId } from '../../../../entity/userRole/userRoleSelector';
 export const getBillPaySetupApproverView = createSelector((state) => state.billPaySetupApproverViewState, (state) => state.approvalRuleState, (state) => state.userState, (billPaySetupApproverViewState, approvalRuleState, userState) => {
-    const { approvalRulesDeleteStatusById, approvalRuleIds, fetchState, error, listeningToPusherEvent, } = billPaySetupApproverViewState;
+    const { approvalRulesDeleteStatusById, approvalRuleIds, fetchState, error, listeningToPusherEvent, newApprovalRuleId, } = billPaySetupApproverViewState;
     const deleteStateList = Object.values(approvalRulesDeleteStatusById);
     const approvalRules = getApprovalRulesByIds(approvalRuleState, approvalRuleIds);
     const allApprovalRules = approvalRules.map((approvalRule) => {
@@ -41,10 +41,11 @@ export const getBillPaySetupApproverView = createSelector((state) => state.billP
         fetchState,
         error,
         listeningToPusherEvent,
+        newApprovalRuleId,
     };
 });
 export const getBillPaySetupApproverUpdateDataView = createSelector((state) => state.billPaySetupApproverViewState, (state) => state.approvalRuleState, (state) => state.userState, (state) => state.classState, (state) => state.classListState, (state) => state.userRoleState, (billPaySetupApproverViewState, approvalRuleState, userState, classState, classListState, userRoleState) => {
-    const { approvalRuleIds, approverListState, billPaySetupApproverViewUpdateData, fetchState, error, listeningToPusherEvent, } = billPaySetupApproverViewState;
+    const { affectedEntityIds, approvalRuleIds, approverListState, billPaySetupApproverViewUpdateData, fetchState, error, listeningToPusherEvent, } = billPaySetupApproverViewState;
     const { approverIds, attributes } = approverListState;
     const allApprovalRules = getApprovalRulesByIds(approvalRuleState, approvalRuleIds);
     const allApprovers = approverIds
@@ -84,6 +85,7 @@ export const getBillPaySetupApproverUpdateDataView = createSelector((state) => s
         reportId: 'class_list',
     });
     return {
+        affectedEntityIds,
         allApprovalRules,
         allApprovers,
         filteredApprovers,

package/lib/esm/view/spendManagement/billPay/billPaySetupApproverView/epic/saveBillPaySetupApproverViewUpdatesEpic.js

@@ -17,6 +17,8 @@ export const saveBillPaySetupApproverViewUpdatesEpic = (actions$, state$, zeniAP
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const approvalRuleIds = response.data.approval_rules.map((approvalRule) => approvalRule.approval_rule_id);
+                const affectedEntityIds = response.data.affected_entity_ids ?? [];
+                const newApprovalRuleId = response.data.new_approval_rule?.approval_rule_id;
                 const actions = [
                     updateAllUsers({ users: response.data.users }),
                     updateApprovalRules(response.data.approval_rules),
@@ -25,7 +27,7 @@ export const saveBillPaySetupApproverViewUpdatesEpic = (actions$, state$, zeniAP
                         messageText: 'success',
                         type: 'success',
                     }),
-                    saveBillPaySetupApproverViewUpdatesSuccess(approvalRuleIds),
+                    saveBillPaySetupApproverViewUpdatesSuccess(approvalRuleIds, affectedEntityIds, newApprovalRuleId),
                 ];
                 return from(actions);
             }

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

@@ -2,8 +2,8 @@ import { getChargeCardRepaymentByIds } from '../../../../entity/chargeCardRepaym
 import { getUsersByUserIds } from '../../../../entity/user/userSelector';
 import { applyPaymentHistoryFiltersSearchAndSort } from './chargeCardPaymentHistoryHelpers';
 export const getChargeCardPaymentHistoryDownloadReport = (state) => {
-    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState, } = state;
-    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error, } = chargeCardPaymentHistoryState;
+    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState } = state;
+    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error } = chargeCardPaymentHistoryState;
     const repaymentHistory = getChargeCardRepaymentByIds(chargeCardRepaymentState, repaymentHistoryIds);
     const repaymentHistoryUserIds = Array.from(new Set(repaymentHistory.map((r) => r.paidById)));
     const repaymentHistoryUsers = getUsersByUserIds(userState, repaymentHistoryUserIds);

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

@@ -1,9 +1,9 @@
 import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
 import { getChargeCardRepaymentByIds } from '../../../../entity/chargeCardRepayment/chargeCardRepaymentSelector';
-import { getUsersByUserIds } from '../../../../entity/user/userSelector';
-import { getAllFundingAccounts, mapDepositAccToFundingAccount, mapPaymentAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
 import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
 import { getPaymentAccountByPaymentAccountId } from '../../../../entity/paymentAccount/paymentAccountSelector';
+import { getUsersByUserIds } from '../../../../entity/user/userSelector';
+import { getAllFundingAccounts, mapDepositAccToFundingAccount, mapPaymentAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../../zeniAccounts/paymentAccountList/paymentAccountListSelector';
 import { applyPaymentHistoryFiltersSearchAndSort } from './chargeCardPaymentHistoryHelpers';

package/lib/esm/view/spendManagement/chargeCards/chargeCardRepaymentDetail/chargeCardRepaymentDetailSelector.js

@@ -15,7 +15,10 @@ export const getChargeCardRepaymentDetail = (state) => {
         else {
             const depositFundingFromLimit = Object.values(depositAccountState.depositAccountLimitForChargeCardByID ?? {}).map(mapDepositAccountWithLimitToFundingAccount);
             const paymentFundingAccounts = getAllFundingAccounts([], paymentAccountsView.paymentAccounts, paymentAccountListState.paymentAccountBalanceFetchStatus);
-            transferFromAccounts = [...depositFundingFromLimit, ...paymentFundingAccounts];
+            transferFromAccounts = [
+                ...depositFundingFromLimit,
+                ...paymentFundingAccounts,
+            ];
         }
     }
     const reducedFetchState = reduceAnyCompletedFetchState([

package/lib/esm/view/spendManagement/chargeCards/chargeCardRepaymentDetail/fetchChargeCardRepaymentDetailEpic.js

@@ -7,7 +7,8 @@ export const fetchChargeCardRepaymentDetailEpic = (actions$, state$) => actions$
     const fetchChargeCardRepaymentDetailActions = [];
     const state = state$.value;
     const depositAccounts = state.depositAccountListState;
-    const willFetchDeposit = depositAccounts.fetchState !== 'In-Progress' && depositAccounts.fetchState !== 'Completed';
+    const willFetchDeposit = depositAccounts.fetchState !== 'In-Progress' &&
+        depositAccounts.fetchState !== 'Completed';
     if (willFetchDeposit) {
         fetchChargeCardRepaymentDetailActions.push(fetchDepositAccountList());
     }

package/lib/esm/view/spendManagement/chargeCards/chargeCardRepaymentDetail/initiateChargeCardRepaymentEpic.js

@@ -9,8 +9,8 @@ import { getAllFundingAccounts } from '../../commonSetup/setupViewSelector';
 import { accountTypeSubConfigCodeToAccType } from '../../helpers';
 import { getAllDepositAccounts } from '../../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../../zeniAccounts/paymentAccountList/paymentAccountListSelector';
-import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { updateCreditAccountRepaymentAmountAndDate } from '../chargeCardList/chargeCardListReducer';
+import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { initiateChargeCardRepayment, updateChargeCardRepaymentStatus, } from './chargeCardRepaymentDetailReducer';
 export const initiateChargeCardRepaymentEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(initiateChargeCardRepayment.match), switchMap((action) => {
     const state = state$.value;

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

@@ -115,8 +115,28 @@ export const updateBusinessVerificationDetailsEpic = (actions$, state$, zeniAPI)
         return from([]);
     }
 }));
+/** US Nexus API keys. Form may submit these or display labels; we send keys to API. */
+const US_NEXUS_KEYS = new Set([
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+]);
+/** Maps display label → API key for US nexus types (English labels from strings). */
+const US_NEXUS_LABEL_TO_KEY = {
+    Employees: 'employees',
+    Customers: 'customers',
+    'Physical office or facility': 'physical_office',
+    'Banking relationships': 'banking_relationships',
+};
+function toUsNexusTypeKey(value) {
+    if (US_NEXUS_KEYS.has(value)) {
+        return value;
+    }
+    return US_NEXUS_LABEL_TO_KEY[value] ?? value;
+}
 export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, sourceOfFunds, } = companyLocalData;
+    const { companyDescription, companyLegalName, companyIndustry, companySubIndustry, countriesOfOperations, companySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, stateOfIncorporation, sourceOfFunds, } = companyLocalData;
     const company = {
         is_ready_for_verification: sendForVerification,
         file_ids: fileIds,
@@ -167,9 +187,52 @@ export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendF
     if (typeOfIncorporation != null) {
         company['company_inc_type'] = typeOfIncorporation;
     }
+    if (stateOfIncorporation != null) {
+        company['company_inc_state'] = stateOfIncorporation;
+    }
     if (companyIndustry != null) {
         company['company_industry'] = companyIndustry;
     }
+    Object.assign(company, {
+        ...(companySubIndustry != null && {
+            company_industry_sub_type: companySubIndustry,
+        }),
+        ...(countriesOfOperations != null &&
+            countriesOfOperations.length > 0 && {
+            company_countries_of_operations: countriesOfOperations,
+        }),
+        ...(companySourceOfFunds != null && {
+            company_source_of_funds: companySourceOfFunds,
+        }),
+        ...(companySourceOfFundsDescription != null && {
+            company_source_of_funds_desc: companySourceOfFundsDescription,
+        }),
+        ...(transactionVolume != null && {
+            company_transaction_vol_expectations: transactionVolume,
+        }),
+        ...(transactionVolumeDescription != null && {
+            company_transaction_vol_expectations_desc: transactionVolumeDescription,
+        }),
+        ...(purposeOfAccount != null && {
+            company_purpose_of_account: purposeOfAccount,
+        }),
+        ...(purposeOfAccountDescription != null && {
+            company_purpose_of_account_desc: purposeOfAccountDescription,
+        }),
+        ...(regulatedStatus != null && {
+            company_regulated_states: regulatedStatus === 'yes',
+        }),
+        ...(regulatedStatusDescription != null && {
+            company_regulated_states_desc: regulatedStatusDescription,
+        }),
+        ...(usNexus != null && {
+            company_us_nexus: usNexus === 'yes',
+        }),
+        ...(usNexusTypes != null &&
+            usNexusTypes.length > 0 && {
+            company_us_nexus_desc: usNexusTypes.map(toUsNexusTypeKey),
+        }),
+    });
     if (setupViewType === 'zeni_treasury' && sourceOfFunds != null) {
         company['source_of_funds'] = sourceOfFunds;
     }
@@ -258,6 +321,8 @@ const getBusinessVerificationForFeature = (setupViewType) => {
             return 'bill_pay';
         case 'zeni_treasury':
             return 'treasury_accounts';
+        case 'other_connection':
+            return 'other_connection';
         //whenever a new setup view type is added, add the corresponding feature here
         case 'billing':
             console.warn(`Invalid type for setup view`);

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 } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {
@@ -53,6 +53,10 @@ export function toSetupViewLocalData(company, users, userRoles, primaryContact)
         companyDescription,
         companyIndustry,
         companyLegalName,
+        companySubIndustry,
+        companySourceOfFunds: incCompanySourceOfFunds,
+        companySourceOfFundsDescription,
+        countriesOfOperations,
         taxIdOrEIN: taxId,
         incDate,
         phone,
@@ -61,6 +65,15 @@ export function toSetupViewLocalData(company, users, userRoles, primaryContact)
         syncToken,
         typeOfIncorporation: companyIncType,
         sourceOfFunds,
+        stateOfIncorporation: companyIncState,
+        transactionVolume,
+        transactionVolumeDescription,
+        purposeOfAccount,
+        purposeOfAccountDescription,
+        regulatedStatus,
+        regulatedStatusDescription,
+        usNexus,
+        usNexusTypes,
     };
     let primaryContactDetails = undefined;
     if (primaryContact != null) {

package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js

@@ -109,7 +109,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
     if (companyDetails.localData != null) {
         const deleteFileStatusById = {};
         const updateFileStatusById = {};
-        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, } = companyDetails.localData;
+        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, companySubIndustry, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, stateOfIncorporation, usNexus, usNexusTypes, } = companyDetails.localData;
         fileIds.forEach((fileId) => {
             deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);
         });
@@ -123,6 +123,10 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             companyDescription,
             companyLegalName,
             companyIndustry,
+            companySubIndustry,
+            companySourceOfFunds,
+            companySourceOfFundsDescription,
+            countriesOfOperations,
             website,
             phone,
             taxIdOrEIN,
@@ -136,6 +140,15 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             primaryContactLocalData,
             typeOfIncorporation,
             sourceOfFunds,
+            transactionVolume,
+            transactionVolumeDescription,
+            purposeOfAccount,
+            purposeOfAccountDescription,
+            regulatedStatus,
+            regulatedStatusDescription,
+            stateOfIncorporation,
+            usNexus,
+            usNexusTypes,
         };
     }
     const companyOfficerLocalData = {

package/lib/esm/view/spendManagement/commonSetup/setupViewState.js

@@ -1,9 +1,9 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-import { ALL_ENTITY_TYPES } from '../../../entity/entityApprovalStatus/entityApprovalStatusState';
+import { ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION } from '../../../entity/entityApprovalStatus/entityApprovalStatusState';
 const SETUP_VIEW_TYPES = ['billing'];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toSetupViewType = (v) => stringToUnion(v, [
-    ...ALL_ENTITY_TYPES,
+    ...ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION,
     ...SETUP_VIEW_TYPES,
     ...CHARGE_CARD_SETUP_VIEW_TYPES,
 ]);

package/lib/esm/view/spendManagement/reimbursement/remiSetupApproverView/epic/saveRemiSetupApproverViewUpdatesEpic.js

@@ -17,6 +17,8 @@ export const saveRemiSetupApproverViewUpdatesEpic = (actions$, state$, zeniAPI)
             .pipe(mergeMap((response) => {
             if (isSuccessResponse(response) && response.data != null) {
                 const approvalRuleIds = response.data.approval_rules.map((approvalRule) => approvalRule.approval_rule_id);
+                const affectedEntityIds = response.data.affected_entity_ids ?? [];
+                const newApprovalRuleId = response.data.new_approval_rule?.approval_rule_id;
                 const actions = [
                     updateAllUsers({ users: response.data.users }),
                     updateApprovalRules(response.data.approval_rules),
@@ -25,7 +27,7 @@ export const saveRemiSetupApproverViewUpdatesEpic = (actions$, state$, zeniAPI)
                         messageText: 'success',
                         type: 'success',
                     }),
-                    saveRemiSetupApproverViewUpdatesSuccess(approvalRuleIds),
+                    saveRemiSetupApproverViewUpdatesSuccess(approvalRuleIds, affectedEntityIds, newApprovalRuleId),
                 ];
                 return from(actions);
             }

package/lib/esm/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewReducer.js

@@ -8,7 +8,9 @@ export const initialState = {
         attributes: [],
         fetchStatus: { fetchState: 'Not-Started', error: undefined },
     },
+    affectedEntityIds: undefined,
     approvalRuleIds: [],
+    newApprovalRuleId: undefined,
     approvalRulesDeleteStatusById: {},
     remiSetupApproverViewUpdateData: undefined,
     hasValidState() {
@@ -175,7 +177,7 @@ const remiSetupApproverView = createSlice({
         },
         saveRemiSetupApproverViewUpdatesSuccess: {
             reducer(draft, action) {
-                const { approvalRuleIds } = action.payload;
+                const { approvalRuleIds, affectedEntityIds, newApprovalRuleId } = action.payload;
                 if (draft.remiSetupApproverViewUpdateData != null) {
                     if (draft.remiSetupApproverViewUpdateData.type === 'approval_update' &&
                         draft.remiSetupApproverViewUpdateData.data
@@ -188,10 +190,12 @@ const remiSetupApproverView = createSlice({
                     };
                 }
                 draft.approvalRuleIds = approvalRuleIds;
+                draft.affectedEntityIds = affectedEntityIds;
+                draft.newApprovalRuleId = newApprovalRuleId;
             },
-            prepare(approvalRuleIds) {
+            prepare(approvalRuleIds, affectedEntityIds, newApprovalRuleId) {
                 return {
-                    payload: { approvalRuleIds },
+                    payload: { approvalRuleIds, affectedEntityIds, newApprovalRuleId },
                 };
             },
         },
@@ -244,6 +248,10 @@ const remiSetupApproverView = createSlice({
         },
         setListeningToPusherEvent(draft, action) {
             draft.listeningToPusherEvent = action.payload;
+            if (action.payload === false) {
+                draft.affectedEntityIds = undefined;
+                draft.newApprovalRuleId = undefined;
+            }
         },
         clearRemiSetupApproverViewUpdateData(draft) {
             if (draft.remiSetupApproverViewUpdateData != null) {

package/lib/esm/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewSelector.js

@@ -7,7 +7,7 @@ import { getUserByUserId } from '../../../../entity/user/userSelector';
 import { getUserRoleByUserId } from '../../../../entity/userRole/userRoleSelector';
 export const getRemiSetupApproverView = (state, filterAdmins = true) => {
     const { remiSetupApproverViewState, approvalRuleState, userState } = state;
-    const { approvalRulesDeleteStatusById, approvalRuleIds, fetchState, error, listeningToPusherEvent, } = remiSetupApproverViewState;
+    const { approvalRulesDeleteStatusById, approvalRuleIds, fetchState, error, listeningToPusherEvent, newApprovalRuleId, } = remiSetupApproverViewState;
     const deleteStateList = Object.values(approvalRulesDeleteStatusById);
     const approvalRules = getApprovalRulesByIds(approvalRuleState, approvalRuleIds);
     const allApprovalRules = approvalRules.map((approvalRule) => {
@@ -43,10 +43,11 @@ export const getRemiSetupApproverView = (state, filterAdmins = true) => {
         fetchState,
         error,
         listeningToPusherEvent,
+        newApprovalRuleId,
     };
 };
 export const getRemiSetupApproverUpdateDataView = createSelector((state) => state.remiSetupApproverViewState, (state) => state.approvalRuleState, (state) => state.classState, (state) => state.classListState, (state) => state.userState, (state) => state.userRoleState, (remiSetupApproverViewState, approvalRuleState, classState, classListState, userState, userRoleState) => {
-    const { approvalRuleIds, approverListState, remiSetupApproverViewUpdateData, fetchState, error, listeningToPusherEvent, } = remiSetupApproverViewState;
+    const { affectedEntityIds, approvalRuleIds, approverListState, remiSetupApproverViewUpdateData, fetchState, error, listeningToPusherEvent, } = remiSetupApproverViewState;
     const { approverIds, attributes, fetchStatus } = approverListState;
     const { fetchState: classListFetchState, error: classListFetchStateError, classIds, } = classListState;
     const allApprovalRules = getApprovalRulesByIds(approvalRuleState, approvalRuleIds).map((approvalRule) => {
@@ -101,6 +102,7 @@ export const getRemiSetupApproverUpdateDataView = createSelector((state) => stat
         reportId: 'class_list',
     });
     return {
+        affectedEntityIds,
         allApprovalRules,
         allApprovers,
         allAttributes,

package/lib/esm/view/transactionActivityLogView/fetchTransactionActivityLogEpic.js

@@ -0,0 +1,43 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateTransactionActivityLogs } from '../../entity/transactionActivityLog/transactionActivityLogReducer';
+import { updateAllUsers } from '../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
+import { fetchTransactionActivityLog, updateTransactionActivityLogViewFetchStatus, updateTransactionActivityLogViewOnSuccess, } from './transactionActivityLogViewReducer';
+export const fetchTransactionActivityLogEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchTransactionActivityLog.match), switchMap((action) => {
+    const { qboId } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${qboId}/activity`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) &&
+            response.data != null &&
+            response.data.activity != null) {
+            const updateActions = [];
+            if (response.data.users != null &&
+                response.data.users.length > 0) {
+                updateActions.push(updateAllUsers({
+                    users: response.data.users,
+                    updateType: 'merge',
+                }));
+            }
+            updateActions.push(updateTransactionActivityLogs(response.data.activity));
+            updateActions.push(updateTransactionActivityLogViewOnSuccess({
+                data: response.data.activity,
+                qboId,
+            }));
+            return from(updateActions);
+        }
+        else {
+            return of(updateTransactionActivityLogViewFetchStatus({
+                fetchState: 'Error',
+                error: response.status,
+                qboId,
+            }));
+        }
+    }), catchError((error) => of(updateTransactionActivityLogViewFetchStatus({
+        qboId,
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'fetch transaction activity log REST API call errored out' +
+            JSON.stringify(error)),
+    }))));
+}));