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

package/lib/view/cardBalance/cardBalanceSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCardBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashBalance/cashBalanceSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getCashBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts

@@ -15,7 +15,7 @@ export declare const getCashInCashOut: (accountState: AccountState, accountGroup
     firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashPosition/cashPositionSelector.d.ts

@@ -12,7 +12,7 @@ export declare const getCashPosition: (accountState: AccountState, cashPositionS
     firstMonthOfFY: 1 | 3 | 12 | 2 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

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

@@ -15,6 +15,9 @@ const updateCompanyDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0
         ...(0, companyPassportViewPayload_1.toCompanyIncInfoUpdatableInfoPayload)(companyDetails.incInfo),
         ...(0, companyPassportViewPayload_1.toCompanyTaxInfoUpdatableInfoPayload)(companyDetails.taxDetails),
         ...(0, companyPassportViewPayload_1.toCompanyFileInfoPayload)(companyDetails.incInfo, companyDetails.taxDetails),
+        ...(companyDetails.companyInfo.companySubIndustry != null && {
+            company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
+        }),
     };
     const { newAddressState } = state$.value.addressViewState;
     const addressToCreate = newAddressState?.company_address?.addressToCreate;

package/lib/view/companyView/types/companyPassport/companyDetailsLocalData.d.ts

@@ -8,8 +8,20 @@ export interface CompanyInfoLocalData {
     firstMonthOfFY: Month;
     legalName: string;
     phone: string;
+    companySourceOfFunds?: string;
+    companySourceOfFundsDescription?: string;
+    companySubIndustry?: string;
+    countriesOfOperations?: string[];
     industry?: string;
     meetingLink?: ZeniUrl;
+    purposeOfAccount?: string;
+    purposeOfAccountDescription?: string;
+    regulatedStatus?: string;
+    regulatedStatusDescription?: string;
+    transactionVolume?: string;
+    transactionVolumeDescription?: string;
+    usNexus?: string;
+    usNexusTypes?: string[];
     website?: ZeniUrl;
 }
 export interface IncInfoLocalData {

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

@@ -13,9 +13,21 @@ 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/view/companyView/types/companyPassportViewPayload.d.ts

@@ -2,7 +2,7 @@ import { ID } from '../../../commonStateTypes/common';
 import { CompanyConfigInfoPayload, CompanyIncInfoPayload, CompanyInfoPayload, CompanyQuestionairePayload, CompanyTaxInfoPayload } from '../../../entity/company/companyPayload';
 import { UserUpdatableInfo } from '../epic/companyPassport/updatePrimaryContactEpic';
 import { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData } from './companyPassport/companyDetailsLocalData';
-interface CompanyInfoUpdatableInfoPayload extends Pick<CompanyInfoPayload, 'name' | 'company_url' | 'meeting_url' | 'company_legal_name' | 'phone'>, Pick<CompanyQuestionairePayload, 'company_industry' | 'company_business_model'>, Pick<CompanyConfigInfoPayload, 'is_new_company_industry_verified'> {
+interface CompanyInfoUpdatableInfoPayload extends Pick<CompanyInfoPayload, 'name' | 'company_url' | 'meeting_url' | 'company_legal_name' | 'phone' | 'company_countries_of_operations' | 'company_source_of_funds' | 'company_source_of_funds_desc' | 'company_transaction_vol_expectations' | 'company_transaction_vol_expectations_desc' | 'company_purpose_of_account' | 'company_purpose_of_account_desc' | 'company_regulated_states' | 'company_regulated_states_desc' | 'company_us_nexus' | 'company_us_nexus_desc'>, Pick<CompanyQuestionairePayload, 'company_industry' | 'company_business_model'>, Pick<CompanyConfigInfoPayload, 'is_new_company_industry_verified'> {
 }
 type CompanyIncUpdatableInfoPayload = Pick<CompanyIncInfoPayload, 'company_inc_type' | 'company_inc_state' | 'company_inc_date'>;
 type CompanyTaxUpdatableInfoPayload = Omit<CompanyTaxInfoPayload, 'taxes_filed_date' | 'taxes_due_date'>;

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

@@ -1,19 +1,62 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toUserUpdatableInfoPayload = exports.toCompanyFileInfoPayload = exports.toCompanyTaxInfoUpdatableInfoPayload = exports.toCompanyIncInfoUpdatableInfoPayload = exports.toCompanyUpdatableInfoPayload = void 0;
-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;
+}
+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),
+    }),
+});
 exports.toCompanyUpdatableInfoPayload = toCompanyUpdatableInfoPayload;
 const toCompanyIncInfoUpdatableInfoPayload = (info) => {
     const payload = {

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[] | undefined], {
+export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[] | undefined], {
     userId: string;
     companyId: string;
     tenantId: string;
     fetchFullReport: any;
     cacheOverride: any;
-    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[];
+    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

package/lib/view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js

@@ -7,15 +7,14 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.syncTransactionCategorizationFromDetailSave.match), (0, operators_1.mergeMap)((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return rxjs_1.EMPTY;
     }
     const state = state$.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 rxjs_1.EMPTY;
     }

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

@@ -46,8 +46,8 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
     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/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     firstMonthOfFY: Month;
     maxNumOfPeriodsToHighlight: number;
     thisPeriod: TimeframeTick;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     additionalBalances: COABalanceType[];
     coaBalances: COABalance[];
     firstMonthOfFY: Month;

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined], {
     merchantId: string | undefined;
-    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined;
+    context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts

@@ -53,4 +53,5 @@ export declare const onboardingStepsData: (isValidConnection: boolean, productSe
     allStepsData: OnboardingStep[];
     requiredStepsData: OnboardingStep[];
 };
+export declare function isCompanyDetailsSavePending(fileState: FileState, company?: CompanyView, primaryContact?: User, companyDetailsLocalData?: CompanyDetails): boolean;
 export declare const getProductSettingsString: (productSettings: TenantProductSettings | undefined) => string;

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

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
+exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
 const paymentAccountSelector_1 = require("../../../entity/paymentAccount/paymentAccountSelector");
@@ -229,12 +230,12 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
         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 = (0, fileSelector_1.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;
@@ -244,6 +245,10 @@ 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 ||
@@ -251,7 +256,21 @@ 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/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reportsResync/reportsResyncReducer.d.ts

@@ -2,8 +2,8 @@ import { ReportID } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ReportsResyncState } from './reportsResyncState';
 export declare const initialReportsResyncState: ReportsResyncState;
-export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card"], {
-    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
+export declare const initiateReportsResync: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card"], {
+    reportIdToResync: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card";
 }, "initiateReportsResync/initiateReportsResync", never, never>, initiateReportsClassViewRefetching: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     reportIdToResync: ReportID;
 }, "initiateReportsResync/initiateReportsClassViewRefetching">, reportsResyncSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewReducer.d.ts

@@ -26,8 +26,10 @@ export declare const fetchBillPaySetupApproverView: import("@reduxjs/toolkit").A
 }, "billPaySetupApproverView/deleteBillPayApprovalRuleSuccess", never, never>, deleteBillPayApprovalRuleFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId: string, status: ZeniAPIStatus<Record<string, unknown>>], {
     approvalRuleId: string;
     status: ZeniAPIStatus<Record<string, unknown>>;
-}, "billPaySetupApproverView/deleteBillPayApprovalRuleFailure", never, never>, saveBillPaySetupApproverViewUpdates: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billPaySetupApproverView/saveBillPaySetupApproverViewUpdates">, saveBillPaySetupApproverViewUpdatesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[]], {
+}, "billPaySetupApproverView/deleteBillPayApprovalRuleFailure", never, never>, saveBillPaySetupApproverViewUpdates: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billPaySetupApproverView/saveBillPaySetupApproverViewUpdates">, saveBillPaySetupApproverViewUpdatesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[], affectedEntityIds?: string[] | undefined, newApprovalRuleId?: string | undefined], {
     approvalRuleIds: string[];
+    affectedEntityIds: string[] | undefined;
+    newApprovalRuleId: string | undefined;
 }, "billPaySetupApproverView/saveBillPaySetupApproverViewUpdatesSuccess", never, never>, saveBillPaySetupApproverViewUpdatesFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>], {
     status: ZeniAPIStatus<Record<string, unknown>>;
 }, "billPaySetupApproverView/saveBillPaySetupApproverViewUpdatesFailure", never, never>, initializeBillPaySetupApproverViewUpdateData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId?: string | undefined], {

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

@@ -12,7 +12,9 @@ exports.initialState = {
         attributes: [],
         fetchStatus: { fetchState: 'Not-Started', error: undefined },
     },
+    affectedEntityIds: undefined,
     approvalRuleIds: [],
+    newApprovalRuleId: undefined,
     approvalRulesDeleteStatusById: {},
     billPaySetupApproverViewUpdateData: undefined,
     hasValidState() {
@@ -157,9 +159,10 @@ const billPaySetupApproverView = (0, toolkit_1.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;
@@ -170,10 +173,12 @@ const billPaySetupApproverView = (0, toolkit_1.createSlice)({
                     };
                 }
                 draft.approvalRuleIds = approvalRuleIds;
+                draft.affectedEntityIds = affectedEntityIds;
+                draft.newApprovalRuleId = newApprovalRuleId;
             },
-            prepare(approvalRuleIds) {
+            prepare(approvalRuleIds, affectedEntityIds, newApprovalRuleId) {
                 return {
-                    payload: { approvalRuleIds },
+                    payload: { approvalRuleIds, affectedEntityIds, newApprovalRuleId },
                 };
             },
         },
@@ -226,6 +231,10 @@ const billPaySetupApproverView = (0, toolkit_1.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/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js

@@ -12,7 +12,7 @@ const classSelector_1 = require("../../../../entity/class/classSelector");
 const userSelector_1 = require("../../../../entity/user/userSelector");
 const userRoleSelector_1 = require("../../../../entity/userRole/userRoleSelector");
 exports.getBillPaySetupApproverView = (0, toolkit_1.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 = (0, approvalRuleSelector_1.getApprovalRulesByIds)(approvalRuleState, approvalRuleIds);
     const allApprovalRules = approvalRules.map((approvalRule) => {
@@ -47,10 +47,11 @@ exports.getBillPaySetupApproverView = (0, toolkit_1.createSelector)((state) => s
         fetchState,
         error,
         listeningToPusherEvent,
+        newApprovalRuleId,
     };
 });
 exports.getBillPaySetupApproverUpdateDataView = (0, toolkit_1.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 = (0, approvalRuleSelector_1.getApprovalRulesByIds)(approvalRuleState, approvalRuleIds);
     const allApprovers = approverIds
@@ -90,6 +91,7 @@ exports.getBillPaySetupApproverUpdateDataView = (0, toolkit_1.createSelector)((s
         reportId: 'class_list',
     });
     return {
+        affectedEntityIds,
         allApprovalRules,
         allApprovers,
         filteredApprovers,

package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelectorTypes.d.ts

@@ -1,5 +1,5 @@
 import { AllowedValueWithCode } from '../../../../commonStateTypes/allowedValue';
-import { FetchStateAndError } from '../../../../commonStateTypes/common';
+import { FetchStateAndError, ID } from '../../../../commonStateTypes/common';
 import { SelectorView } from '../../../../commonStateTypes/viewAndReport/viewAndReport';
 import { Actor, ApprovalRule, AttributeType, Step } from '../../../../entity/approvalRule/approvalRuleState';
 import { Class } from '../../../../entity/class/classState';
@@ -18,6 +18,7 @@ export interface BillPaySetupApproverView extends SelectorView {
     approvalRulesStatus: AllowedValueWithCode;
     deleteStatus: FetchStateAndError;
     listeningToPusherEvent?: boolean;
+    newApprovalRuleId?: ID;
 }
 export interface BillPaySetupApproverUpdateDataView extends SelectorView {
     allAccountingClasses: Class[];
@@ -27,6 +28,7 @@ export interface BillPaySetupApproverUpdateDataView extends SelectorView {
     approverListFetchStatus: FetchStateAndError;
     filteredApprovers: UserAndRole[];
     filteredAttributes: AttributeType[];
+    affectedEntityIds?: ID[];
     billPaySetupApproverViewUpdateData?: ApproverViewUpdateData;
     listeningToPusherEvent?: boolean;
 }

package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewState.d.ts

@@ -9,6 +9,8 @@ export interface BillPaySetupApproverViewState extends FetchedState {
         attributes: AttributeType[];
         fetchStatus: FetchStateAndError;
     };
+    affectedEntityIds?: ID[];
     billPaySetupApproverViewUpdateData?: ApproverViewUpdateData;
     listeningToPusherEvent?: boolean;
+    newApprovalRuleId?: ID;
 }

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

@@ -20,6 +20,8 @@ const saveBillPaySetupApproverViewUpdatesEpic = (actions$, state$, zeniAPI) => a
             .pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.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 = [
                     (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
                     (0, approvalRuleReducer_1.updateApprovalRules)(response.data.approval_rules),
@@ -28,7 +30,7 @@ const saveBillPaySetupApproverViewUpdatesEpic = (actions$, state$, zeniAPI) => a
                         messageText: 'success',
                         type: 'success',
                     }),
-                    (0, billPaySetupApproverViewReducer_1.saveBillPaySetupApproverViewUpdatesSuccess)(approvalRuleIds),
+                    (0, billPaySetupApproverViewReducer_1.saveBillPaySetupApproverViewUpdatesSuccess)(approvalRuleIds, affectedEntityIds, newApprovalRuleId),
                 ];
                 return (0, rxjs_1.from)(actions);
             }

package/lib/view/spendManagement/billPay/billPaySetupApproverView/types/commonPayload.d.ts

@@ -5,6 +5,8 @@ import { ApprovalRuleCreateData, ApprovalRuleUpdateData } from './commonState';
 export interface ApproverViewPayload {
     approval_rules: ApprovalRulePayload[];
     users: UserPayload[];
+    affected_entity_ids?: ID[];
+    new_approval_rule?: ApprovalRulePayload;
 }
 type ApproverViewActorPayload = Omit<ActorPayload, 'is_implicit_actor'>;
 interface ApproverViewStepPayload extends Omit<StepPayload, 'actors'> {

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts

@@ -1,8 +1,8 @@
 import { Amount } from '../../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../../commonStateTypes/common';
-import { ChargeCardPaymentMethod } from './chargeCardListPayload';
 import { ZeniDate } from '../../../../zeniDayJS';
 import { SpendManagementUIState } from '../../billPay/billList/billListState';
+import { ChargeCardPaymentMethod } from './chargeCardListPayload';
 export interface ChargeCardListState extends FetchedState {
     bulkActionCardIds: ID[];
     cardIds: ID[];