@zeniai/client-epic-state 4.19.77-betaAS2 → 4.19.77-betaML1

package/lib/esm/view/accountList/fetchAccountListEpic.js

@@ -13,26 +13,36 @@ const getAccountTypes = (isLimitedCategoryEnabled, filterAccountTypes) => {
     return [];
 };
 export const fetchAccountListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchAccountList.match), mergeMap((action) => {
-    const { accountListKey, fetchFullResponse, excludeAccountPayableAccounts, excludeAccountReceivableAccounts, isLimitedCategoryEnabled, filterAccountTypes, isIncludeDeleted, } = action.payload;
-    const accountTypes = getAccountTypes(isLimitedCategoryEnabled, filterAccountTypes);
-    const queryValue = {
-        is_bookkeeping_admin: fetchFullResponse,
-        is_exclude_account_payable_accounts: excludeAccountPayableAccounts,
-        is_exclude_account_receivable_accounts: excludeAccountReceivableAccounts,
-        account_types: accountTypes,
-        ...(isIncludeDeleted === true && { is_include_deleted: true }),
-    };
+    const { accountListKey, fetchFullResponse, excludeAccountPayableAccounts, excludeAccountReceivableAccounts, isLimitedCategoryEnabled, filterAccountTypes, isIncludeDeleted, query, } = action.payload;
+    const queryValue = (() => {
+        if (accountListKey === 'bankAndCreditCardAccounts') {
+            return { bank_accounts: true, credit_card_accounts: true };
+        }
+        if (query != null) {
+            return query;
+        }
+        const accountTypes = getAccountTypes(isLimitedCategoryEnabled, filterAccountTypes);
+        return {
+            is_bookkeeping_admin: fetchFullResponse,
+            is_exclude_account_payable_accounts: excludeAccountPayableAccounts,
+            is_exclude_account_receivable_accounts: excludeAccountReceivableAccounts,
+            account_types: accountTypes,
+            ...(isIncludeDeleted === true && { is_include_deleted: true }),
+        };
+    })();
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response)) {
             const actions = [
-                updateAccounts(response.data?.accounts ?? [], 'account_list'),
                 updateAccountList({
                     accountListKey,
                     accountListResponse: response,
                 }),
             ];
+            if (accountListKey !== 'bankAndCreditCardAccounts') {
+                actions.unshift(updateAccounts(response.data?.accounts ?? [], 'account_list'));
+            }
             return from(actions);
         }
         else {

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

@@ -12,9 +12,6 @@ export const updateCompanyDetailsEpic = (actions$, state$, zeniAPI) => actions$.
         ...toCompanyIncInfoUpdatableInfoPayload(companyDetails.incInfo),
         ...toCompanyTaxInfoUpdatableInfoPayload(companyDetails.taxDetails),
         ...toCompanyFileInfoPayload(companyDetails.incInfo, companyDetails.taxDetails),
-        ...(companyDetails.companyInfo.companyIndustryType != null && {
-            company_industry_type: companyDetails.companyInfo.companyIndustryType,
-        }),
         ...(companyDetails.companyInfo.companySubIndustry != null && {
             company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
         }),

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

@@ -10,7 +10,6 @@ export function toCompanyPassportLocalData(companyView, companyFiles) {
             website: companyInfo.companyUrl,
             meetingLink: companyInfo.meetingUrl,
             industry: companyQuestionaire.companyIndustry,
-            companyIndustryType: incInfo.companyIndustryType,
             companySubIndustry: incInfo.companySubIndustry,
             businessModel: companyQuestionaire.companyBusinessModel ?? '',
             phone: companyInfo.phone ?? '',

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/convertTransactionTypeEpic.js

@@ -0,0 +1,78 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessStatus, } from '../../../../responsePayload';
+import { convertTransactionType, convertTransactionTypeFailure, convertTransactionTypeSuccess, removeTransactionsFromCategorizationList, } from '../../reducers/transactionsViewReducer';
+function toConvertTransactionTypePayload(payload) {
+    return {
+        from_account_integration_id: payload.fromAccountIntegrationId,
+        to_account_integration_id: payload.toAccountIntegrationId,
+        transaction_id: payload.transactionId,
+        transaction_type: payload.transactionType,
+    };
+}
+export const convertTransactionTypeEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(convertTransactionType.match), mergeMap((action) => {
+    const { transactionId, transactionType, toAccountIntegrationId, fromAccountIntegrationId, selectedTab, selectedPeriod, } = action.payload;
+    const apiPayload = toConvertTransactionTypePayload({
+        transactionId,
+        transactionType,
+        toAccountIntegrationId,
+        fromAccountIntegrationId,
+    });
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/transaction-type`, apiPayload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessStatus(response)) {
+            return from([
+                removeTransactionsFromCategorizationList({
+                    selectedTab,
+                    selectedPeriod,
+                    transactionIds: [transactionId],
+                }),
+                convertTransactionTypeSuccess({ transactionId }),
+                openSnackbar({
+                    messageSection: 'convert_transaction_type',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        const errorStatus = response.status ?? {
+            code: 0,
+            message: 'Unknown error',
+        };
+        return from([
+            convertTransactionTypeFailure({
+                transactionId,
+                error: errorStatus,
+            }),
+            openSnackbar({
+                messageSection: 'convert_transaction_type',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: 'errorMessage',
+                        variableValue: errorStatus.message ?? errorStatus.title ?? 'Request failed',
+                    },
+                ],
+            }),
+        ]);
+    }), catchError((error) => from([
+        convertTransactionTypeFailure({
+            transactionId,
+            error: createZeniAPIStatus('Unexpected Error', `Convert transaction type failed: ${JSON.stringify(error)}`),
+        }),
+        openSnackbar({
+            messageSection: 'convert_transaction_type',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: 'errorMessage',
+                    variableValue: error instanceof Error ? error.message : String(error),
+                },
+            ],
+        }),
+    ])));
+}));

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -21,6 +21,11 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
         accountList.fetchState === 'Not-Started') {
         updateActions.push(fetchAccountList('accountList', true));
     }
+    const bankAndCreditCardAccounts = state$.value.accountListState.byReportId.bankAndCreditCardAccounts;
+    if (bankAndCreditCardAccounts.hasValidState() === false &&
+        bankAndCreditCardAccounts.fetchState === 'Not-Started') {
+        updateActions.push(fetchAccountList('bankAndCreditCardAccounts'));
+    }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&
         classList.fetchState === 'Not-Started') {

package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -699,6 +699,35 @@ const expenseAutomationTransactionsView = createSlice({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, initialState);
         },
+        removeTransactionsFromCategorizationList(draft, action) {
+            const { selectedTab, selectedPeriod, transactionIds } = action.payload;
+            const periodId = toMonthYearPeriodId(selectedPeriod);
+            const tabView = draft.transactionCategorizationView[selectedTab];
+            const currentIds = tabView.transactionIdsBySelectedPeriod[periodId] ?? [];
+            tabView.transactionIdsBySelectedPeriod[periodId] = currentIds.filter((id) => !transactionIds.includes(id));
+            transactionIds.forEach((id) => {
+                delete tabView.transactionReviewLocalDataById[id];
+            });
+            tabView.selectedCheckBoxTransactionIds =
+                tabView.selectedCheckBoxTransactionIds.filter((id) => !transactionIds.includes(id));
+            tabView.transactionIdsWithUnsavedData =
+                tabView.transactionIdsWithUnsavedData.filter((id) => !transactionIds.includes(id));
+        },
+        convertTransactionType(_draft, _action) {
+            // Trigger only; epic performs the API call. No state change.
+            void _draft;
+            void _action;
+        },
+        convertTransactionTypeSuccess(_draft, _action) {
+            // UI can listen for this to close the convert drawer. No state change.
+            void _draft;
+            void _action;
+        },
+        convertTransactionTypeFailure(_draft, _action) {
+            // UI can listen for this to show error in the convert drawer. No state change.
+            void _draft;
+            void _action;
+        },
         syncTransactionCategorizationFromDetailSave: {
             prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -770,5 +799,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, removeTransactionsFromCategorizationList, convertTransactionType, convertTransactionTypeSuccess, convertTransactionTypeFailure, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -96,5 +96,8 @@ export function getExpenseAutomationTransactionView(state) {
         fetchStateByTransactionTabs: fetchStateByTab,
         selectedTransactionId,
         selectedTransactionLineId,
+        createTransferEntryStatus: 'Not-Started',
+        transferAccounts: [],
+        debitAccountInfoByTransactionId: {},
     };
 }

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

@@ -136,7 +136,7 @@ function toUsNexusTypeKey(value) {
     return US_NEXUS_LABEL_TO_KEY[value] ?? value;
 }
 export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, companyIndustryType, companySubIndustry, countriesOfOperations, companySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, stateOfIncorporation, 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,
@@ -194,9 +194,6 @@ export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendF
         company['company_industry'] = companyIndustry;
     }
     Object.assign(company, {
-        ...(companyIndustryType != null && {
-            company_industry_type: companyIndustryType,
-        }),
         ...(companySubIndustry != null && {
             company_industry_sub_type: companySubIndustry,
         }),

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

@@ -45,14 +45,13 @@ export function toSetupViewLocalData(company, users, userRoles, primaryContact)
     const { companyInfo, incInfo, taxInfo, questionaire, companyBillPayInfo } = company;
     const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
     const { usersSelectedForVerification: usersSelected } = companyBillPayInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, companyIndustryType, } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {
         companyId,
         companyDescription,
         companyIndustry,
-        companyIndustryType,
         companyLegalName,
         companySubIndustry,
         companySourceOfFunds: incCompanySourceOfFunds,

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, companyIndustryType, companySubIndustry, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, stateOfIncorporation, usNexus, usNexusTypes, } = 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);
         });
@@ -123,7 +123,6 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             companyDescription,
             companyLegalName,
             companyIndustry,
-            companyIndustryType,
             companySubIndustry,
             companySourceOfFunds,
             companySourceOfFundsDescription,

package/lib/esm/view/spendManagement/commonSetup/types/businessVerification.js

@@ -1,141 +1 @@
-export const COMPANY_TRANSACTION_VOLUME_CODES = [
-    'less_than_10000',
-    '10000_50000',
-    '50001_250000',
-    '250001_1000000',
-    '1000001_2000000',
-    'over_2000000',
-];
-export const COMPANY_SOURCE_OF_FUNDS_CODES = [
-    'sales_of_goods',
-    'sales_of_services',
-    'customer_payments',
-    'investment_capital',
-    'business_loans',
-    'owner_contributions',
-    'franchise_revenue',
-    'rental_income',
-    'government_contracts_grants',
-    'donations_fundraising',
-    'membership_fees_subscriptions',
-    'licensing_royalties',
-    'commission_income',
-    'import_export_revenue',
-    'cryptocurrency_activity',
-];
-export const COMPANY_PURPOSE_OF_ACCOUNT_CODES = [
-    'retail_sales',
-    'ecommerce_sales',
-    'cash_heavy_operations',
-    'import_export_trade',
-    'professional_services_not_handling_funds',
-    'professional_services_handling_funds',
-    'holding_investment_company',
-    'property_management_real_estate',
-    'charitable_nonprofit',
-    'construction_contracting',
-    'commercial_cash_operations',
-    'freight_forwarding_logistics',
-    'third_party_payment_processing',
-    'technology_startup',
-    'wholesale_distribution',
-    'franchise_operation',
-    'healthcare_provider',
-    'educational_institution',
-];
-/** Industry type codes for onboarding / business verification (paired with sub-industry). */
-export const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = [
-    'retail_consumer_goods',
-    'financial_services',
-    'food_agriculture',
-    'healthcare_pharmaceuticals',
-    'professional_services',
-    'manufacturing_industrial',
-    'real_estate_construction',
-    'logistics_transportation',
-    'wholesale_trade',
-    'business_support_services',
-    'escort_dating_adult_entertainment',
-];
-export const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = {
-    retail_consumer_goods: [
-        'grocery_stores_supermarkets',
-        'convenience_stores',
-        'specialty_food_retailers',
-        'gas_stations_retail',
-        'general_merchandise_department',
-        'online_retail_ecommerce',
-        'subscription_membership',
-        'direct_to_consumer',
-        'cannabis',
-    ],
-    financial_services: [
-        'banks_credit_unions',
-        'fintech_payment_processing',
-        'insurance_providers',
-        'investment_advisors_broker',
-        'lending_mortgage',
-        'treasury_management',
-        'personal_finance_apps',
-        'retirement_planning',
-        'real_estate_investment',
-        'money_service_businesses',
-        'cryptocurrency',
-        'debt_collection',
-        'payday_lending',
-        'gambling',
-    ],
-    food_agriculture: [
-        'farms_agricultural',
-        'food_wholesalers_distributors',
-        'restaurants_cafes',
-        'bars_nightclubs',
-        'catering_services',
-        'farmers_markets',
-        'restaurant_tech_pos',
-    ],
-    healthcare_pharmaceuticals: [
-        'hospitals_clinics',
-        'pharmacies',
-        'medical_equipment',
-        'biotechnology',
-        'home_health',
-        'healthcare_staffing',
-        'wellness_benefits',
-        'healthcare_social_assistance',
-    ],
-    professional_services: [
-        'legal_services',
-        'accounting_auditing',
-        'consulting_firms',
-        'marketing_advertising',
-        'real_estate_agents_property',
-        'corporate_services_incorporation',
-        'hr_workforce_management',
-        'direct_marketing_telemarketing',
-        'legal_accounting_consulting_programming',
-    ],
-    manufacturing_industrial: [
-        'chemical_manufacturing',
-        'electronics_hardware',
-        'automotive_manufacturing',
-        'construction_materials',
-        'textiles_apparel',
-        'mining',
-    ],
-    real_estate_construction: ['real_estate', 'construction'],
-    logistics_transportation: ['transportation_warehousing'],
-    wholesale_trade: ['wholesale_trade'],
-    business_support_services: ['business_support_building'],
-    escort_dating_adult_entertainment: [
-        'escort_services',
-        'dating_adult_entertainment',
-    ],
-};
-export function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode) {
-    if (industryTypeCode == null || industryTypeCode === '') {
-        return [];
-    }
-    const row = COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[industryTypeCode];
-    return row != null ? [...row] : [];
-}
+export {};

package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js

@@ -34,6 +34,11 @@ export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions
             accountList.fetchState !== 'In-Progress') {
             transactionActions.push(fetchAccountList('accountList'));
         }
+        const bankAndCreditCardAccounts = state$.value.accountListState.byReportId.bankAndCreditCardAccounts;
+        if (bankAndCreditCardAccounts.hasValidState() === false &&
+            bankAndCreditCardAccounts.fetchState !== 'In-Progress') {
+            transactionActions.push(fetchAccountList('bankAndCreditCardAccounts'));
+        }
         const classList = state$.value.classListState;
         if (classList.hasValidState() === false &&
             classList.fetchState !== 'In-Progress') {

package/lib/esm/view/transactionDetail/transactionDetailSelector.js

@@ -76,6 +76,8 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
             initialSupportedTransactionDetail.transactionDetailLocalData,
         selectedVendor: transactionDetail?.transactionDetailLocalData.vendorUpdates,
         allVendors: vendors,
+        createTransferEntryStatus: 'Not-Started',
+        transferAccounts: [],
     };
 };
 export function getTransactionDetailForTransaction(rootState, transactionId) {

package/lib/index.d.ts

@@ -151,7 +151,7 @@ import initialize, { ZeniStore, disconnectPusher, initializePusher, initializeWi
 import { RootState } from './reducer';
 import { ZeniAPIStatus, isAccessDeniedError, isInvalidSessionError, isSuccessResponse } from './responsePayload';
 import { fetchAccountList } from './view/accountList/accountListReducer';
-import { AccountListSelectorView, UncategorizedAccounts, getNestedAccountListHierarchy, getUncategorizedAccounts } from './view/accountList/accountListSelector';
+import { AccountListSelectorView, UncategorizedAccounts, getBankAndCreditCardAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts } from './view/accountList/accountListSelector';
 import { clearAccountMappingLocalData, initializeAccountMappingView, saveAccountMapping, saveAccountMappingLocalData } from './view/accountMappingView/accountMappingReducer';
 import { AccountMappingLocalData, ExpenseCategory1099Filing } from './view/accountMappingView/accountMappingState';
 import { VendorAccountMappingView } from './view/accountMappingView/accountMappingTypeHelper';
@@ -267,7 +267,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, removeTransactionsFromCategorizationList, convertTransactionType, convertTransactionTypeSuccess, convertTransactionTypeFailure, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -456,7 +456,6 @@ import { ActivityHistorySelectorView } from './view/spendManagement/commonHistor
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
-import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
 import { BulkOperationFinishedType, BulkOperationType, SameDayAchDisablementConfig, ZeniAccountsPromoConfig, checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig } from './view/spendManagement/helpers';
 import { establishPlaidConnection, getPaymentAccounts, getPlaidLinkToken, updateMappedCashAccount, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, updatePrimaryFundingAccount } from './view/spendManagement/plaidAccount/plaidAccountViewReducer';
 import { getPlaidAccountDetails } from './view/spendManagement/plaidAccount/plaidAccountViewSelector';
@@ -624,7 +623,7 @@ export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePe
 export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
-export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
+export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, removeTransactionsFromCategorizationList, convertTransactionType, convertTransactionTypeSuccess, convertTransactionTypeFailure, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
 export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
 export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
@@ -734,9 +733,7 @@ export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueW
 export { ManagementUIState, PortfolioUIState };
 export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, clearCompanyView, UpdateActionType, CompanyPassportLocalStoreDataView, };
 export { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData, CompanyDetailsLocalData, PrimaryContactLocalData, CompanyOfficerLocalData, CompanyOfficerType, CompanyPassportLocalData, toCompanyPassportLocalData, };
-export type { CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, };
-export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
-export { getUncategorizedAccounts, UncategorizedAccounts, getNestedAccountListHierarchy, };
+export { getUncategorizedAccounts, UncategorizedAccounts, getBankAndCreditCardAccountList, getNestedAccountListHierarchy, };
 export { getBankAccount, BankAccountSelectorView };
 export { AddOnEstimate, SubscriptionViewSortKey, toSubscriptionSortKeyType, SubscriptionView, SubscriptionListView as CompanySubscriptionView, getSubscriptionListView as getCompanySubscriptionView, SubscriptionListUIState as SubscriptionUIState, updateSubscriptionListUIState as updateCompanySubscriptionUIState, SubscriptionUpdateData, SubscriptionCreateData, SubscriptionActionType, SubscriptionDetails, SubscriptionEstimateWithSchema, fetchSubscriptionList, fetchSubscriptionPlans, fetchSubscriptionAddOns, fetchSubscriptionCoupons, fetchSubscriptionDetails, saveSubscriptionUpdates, saveSubscriptionNotesUpdates, fetchSubscriptionCreateEstimate, fetchSubscriptionUpdateEstimate, clearSubscriptionView, initializeSubscriptionLocalData, saveSubscriptionLocalData, clearSubscriptionUpdateViewDataByTenantId, clearSubscriptionLocalData, getSubscriptionsDetailView, getSubscriptionLocalStoreDataView, getSubscriptionEstimationData, SubscriptionEstimationData, SubscriptionLocalStoreDataView, SubscriptionsDetailView, };
 export { SupportedFileType, SupportedAttachmentFileType, SupportedTransactionLineAttachmentFileType, SUPPORTED_ATTACHMENT_FILE_TYPES, SUPPORTED_TRANSACTION_LINE_ATTACHMENT_FILE_TYPES, File, AttachmentFile, FilePayload, AttachmentFilePayload, AllowedDocumentType, updateFiles, updateAttachmentFiles, removeAttachmentFiles, toSupportedFileTypeStrict, toSupportedAttachmentFileFormatType, toSupportedAttachmentFileType, toSupportedTransactionLineAttachmentFileType, };