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

package/lib/view/accountList/accountListReducer.d.ts

@@ -3,7 +3,8 @@ import { AccountListResponse } from './accountListPayload';
 import { AccountList, AccountListKeyType, AccountListState } from './accountListState';
 export declare const initialAccountList: AccountList;
 export declare const initialState: AccountListState;
-export declare const fetchAccountList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountListKey: AccountListKeyType, fetchFullResponse?: any, excludeAccountPayableAccounts?: any, excludeAccountReceivableAccounts?: any, isLimitedCategoryEnabled?: any, filterAccountTypes?: ("cash_position" | "fixed_assets" | "bank" | "credit_card" | "expenses" | "cogs" | "income" | "cash_in" | "cash_out" | "other_income" | "other_expense" | "accounts_receivable" | "other_current_assets" | "other_assets" | "accounts_payable" | "other_current_liabilities" | "long_term_liabilities" | "equity" | "current_liabilities" | "current_assets")[] | undefined, isIncludeDeleted?: boolean | undefined], {
+export declare const fetchAccountList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[accountListKey: AccountListKeyType, fetchFullResponse?: any, excludeAccountPayableAccounts?: any, excludeAccountReceivableAccounts?: any, isLimitedCategoryEnabled?: any, filterAccountTypes?: ("cash_position" | "fixed_assets" | "bank" | "credit_card" | "expenses" | "cogs" | "income" | "cash_in" | "cash_out" | "other_income" | "other_expense" | "accounts_receivable" | "other_current_assets" | "other_assets" | "accounts_payable" | "other_current_liabilities" | "long_term_liabilities" | "equity" | "current_liabilities" | "current_assets")[] | undefined, isIncludeDeleted?: boolean | undefined, query?: Record<string, unknown> | undefined], {
+    query?: Record<string, unknown> | undefined;
     isIncludeDeleted?: true | undefined;
     accountListKey: AccountListKeyType;
     fetchFullResponse: any;

package/lib/view/accountList/accountListReducer.js

@@ -34,6 +34,7 @@ exports.initialState = {
         reimbursementAccountList: exports.initialAccountList,
         schedulesAccountList: exports.initialAccountList,
         billPayAccountList: exports.initialAccountList,
+        bankAndCreditCardAccounts: exports.initialAccountList,
     },
 };
 const accountList = (0, toolkit_1.createSlice)({
@@ -49,7 +50,7 @@ const accountList = (0, toolkit_1.createSlice)({
                     error: undefined,
                 };
             },
-            prepare(accountListKey, fetchFullResponse = false, excludeAccountPayableAccounts = false, excludeAccountReceivableAccounts = false, isLimitedCategoryEnabled = false, filterAccountTypes, isIncludeDeleted) {
+            prepare(accountListKey, fetchFullResponse = false, excludeAccountPayableAccounts = false, excludeAccountReceivableAccounts = false, isLimitedCategoryEnabled = false, filterAccountTypes, isIncludeDeleted, query) {
                 return {
                     payload: {
                         accountListKey,
@@ -59,6 +60,7 @@ const accountList = (0, toolkit_1.createSlice)({
                         isLimitedCategoryEnabled,
                         filterAccountTypes: filterAccountTypes ?? [],
                         ...(isIncludeDeleted === true && { isIncludeDeleted }),
+                        ...(query != null && { query }),
                     },
                 };
             },

package/lib/view/accountList/accountListSelector.d.ts

@@ -2,7 +2,7 @@ import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountV
 import { FetchState, ID } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase, AccountLabel, AccountState } from '../../entity/account/accountState';
-import { AccountListKeyType, AccountListState } from './accountListState';
+import { AccountList, AccountListKeyType, AccountListState } from './accountListState';
 export interface AccountListSelectorView extends SelectorView {
     accounts: AccountBase[];
 }
@@ -28,3 +28,8 @@ export declare const getFilteredNestedAndAccountListsForLabel: (accountState: Ac
     nestedAccountList: NestedAccountHierarchyForReport[];
 };
 export declare const getAccountIdsForLabel: (accountListState: AccountListState, accountListKey: AccountListKeyType, accountLabel: AccountLabel) => ID[];
+/**
+ * Selector for bank and credit card accounts (e.g. used in the convert transaction type drawer).
+ * Fetched once when transaction categorization or transaction detail is loaded; result is cached.
+ */
+export declare const getBankAndCreditCardAccountList: (accountListState: AccountListState) => AccountList;

package/lib/view/accountList/accountListSelector.js

@@ -1,7 +1,8 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getAccountIdsForLabel = exports.getFilteredNestedAndAccountListsForLabel = exports.getNestedAccountListHierarchy = exports.getUncategorizedAccounts = exports.getAccountListFetchState = exports.getAccountList = void 0;
+exports.getBankAndCreditCardAccountList = exports.getAccountIdsForLabel = exports.getFilteredNestedAndAccountListsForLabel = exports.getNestedAccountListHierarchy = exports.getUncategorizedAccounts = exports.getAccountListFetchState = exports.getAccountList = void 0;
 const accountSelector_1 = require("../../entity/account/accountSelector");
+const BANK_AND_CREDIT_CARD_ACCOUNTS_KEY = 'bankAndCreditCardAccounts';
 const getAccountList = (accountState, accountListState, accountListKey) => {
     const accListState = accountListState.byReportId[accountListKey];
     return {
@@ -81,3 +82,11 @@ const getAccountIdsForLabel = (accountListState, accountListKey, accountLabel) =
     return [];
 };
 exports.getAccountIdsForLabel = getAccountIdsForLabel;
+/**
+ * Selector for bank and credit card accounts (e.g. used in the convert transaction type drawer).
+ * Fetched once when transaction categorization or transaction detail is loaded; result is cached.
+ */
+const getBankAndCreditCardAccountList = (accountListState) => {
+    return accountListState.byReportId[BANK_AND_CREDIT_CARD_ACCOUNTS_KEY];
+};
+exports.getBankAndCreditCardAccountList = getBankAndCreditCardAccountList;

package/lib/view/accountList/accountListState.d.ts

@@ -1,7 +1,7 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { FetchedState, ID } from '../../commonStateTypes/common';
 import { AccountLabel } from '../../entity/account/accountState';
-export type AccountListKeyType = 'accountList' | 'reimbursementAccountList' | 'schedulesAccountList' | 'billPayAccountList';
+export type AccountListKeyType = 'accountList' | 'reimbursementAccountList' | 'schedulesAccountList' | 'billPayAccountList' | 'bankAndCreditCardAccounts';
 export interface AccountList extends FetchedState {
     accountIds: ID[];
     accountIdsByLabel: Record<AccountLabel, ID[]>;

package/lib/view/accountList/fetchAccountListEpic.js

@@ -16,26 +16,36 @@ const getAccountTypes = (isLimitedCategoryEnabled, filterAccountTypes) => {
     return [];
 };
 const fetchAccountListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(accountListReducer_1.fetchAccountList.match), (0, operators_1.mergeMap)((action) => {
-    const { accountListKey, fetchFullResponse, excludeAccountPayableAccounts, excludeAccountReceivableAccounts, isLimitedCategoryEnabled, filterAccountTypes, isIncludeDeleted, } = action.payload;
-    const accountTypes = getAccountTypes(isLimitedCategoryEnabled, filterAccountTypes);
-    const queryValue = {
-        is_bookkeeping_admin: fetchFullResponse,
-        is_exclude_account_payable_accounts: excludeAccountPayableAccounts,
-        is_exclude_account_receivable_accounts: excludeAccountReceivableAccounts,
-        account_types: accountTypes,
-        ...(isIncludeDeleted === true && { is_include_deleted: true }),
-    };
+    const { accountListKey, fetchFullResponse, excludeAccountPayableAccounts, excludeAccountReceivableAccounts, isLimitedCategoryEnabled, filterAccountTypes, isIncludeDeleted, query, } = action.payload;
+    const queryValue = (() => {
+        if (accountListKey === 'bankAndCreditCardAccounts') {
+            return { bank_accounts: true, credit_card_accounts: true };
+        }
+        if (query != null) {
+            return query;
+        }
+        const accountTypes = getAccountTypes(isLimitedCategoryEnabled, filterAccountTypes);
+        return {
+            is_bookkeeping_admin: fetchFullResponse,
+            is_exclude_account_payable_accounts: excludeAccountPayableAccounts,
+            is_exclude_account_receivable_accounts: excludeAccountReceivableAccounts,
+            account_types: accountTypes,
+            ...(isIncludeDeleted === true && { is_include_deleted: true }),
+        };
+    })();
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response)) {
             const actions = [
-                (0, accountReducer_1.updateAccounts)(response.data?.accounts ?? [], 'account_list'),
                 (0, accountListReducer_1.updateAccountList)({
                     accountListKey,
                     accountListResponse: response,
                 }),
             ];
+            if (accountListKey !== 'bankAndCreditCardAccounts') {
+                actions.unshift((0, accountReducer_1.updateAccounts)(response.data?.accounts ?? [], 'account_list'));
+            }
             return (0, rxjs_1.from)(actions);
         }
         else {

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

@@ -15,9 +15,6 @@ 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.companyIndustryType != null && {
-            company_industry_type: companyDetails.companyInfo.companyIndustryType,
-        }),
         ...(companyDetails.companyInfo.companySubIndustry != null && {
             company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
         }),

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

@@ -8,7 +8,6 @@ export interface CompanyInfoLocalData {
     firstMonthOfFY: Month;
     legalName: string;
     phone: string;
-    companyIndustryType?: string;
     companySourceOfFunds?: string;
     companySourceOfFundsDescription?: string;
     companySubIndustry?: string;

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

@@ -13,7 +13,6 @@ 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/view/expenseAutomationView/epics/transactionCategorization/convertTransactionTypeEpic.d.ts

@@ -0,0 +1,38 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { ID } from '../../../../commonStateTypes/common';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { convertTransactionType, convertTransactionTypeFailure, convertTransactionTypeSuccess, removeTransactionsFromCategorizationList } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof convertTransactionType> | ReturnType<typeof convertTransactionTypeSuccess> | ReturnType<typeof convertTransactionTypeFailure> | ReturnType<typeof removeTransactionsFromCategorizationList> | ReturnType<typeof openSnackbar>;
+export declare const convertTransactionTypeEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
+    payload: {
+        messageSection: import("../../../..").SnackbarMessageSections;
+        messageText: import("../../../..").SnackbarMessageSectionTexts;
+        type: import("../../../..").SnackbarMessageType;
+        showStatusIcon?: boolean;
+        variables?: {
+            variableName: string;
+            variableValue: string;
+        }[];
+    };
+    type: "snackbar/openSnackbar";
+} | {
+    payload: {
+        transactionId: ID;
+    };
+    type: "expenseAutomationTransactionsView/convertTransactionTypeSuccess";
+} | {
+    payload: {
+        error: import("../../../../responsePayload").ZeniAPIStatus;
+        transactionId: ID;
+    };
+    type: "expenseAutomationTransactionsView/convertTransactionTypeFailure";
+} | {
+    payload: {
+        selectedPeriod: import("../../../..").MonthYearPeriod;
+        selectedTab: import("../../types/transactionsViewState").TransactionsTab;
+        transactionIds: ID[];
+    };
+    type: "expenseAutomationTransactionsView/removeTransactionsFromCategorizationList";
+}>;

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

@@ -0,0 +1,82 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.convertTransactionTypeEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const transactionsViewReducer_1 = require("../../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,
+    };
+}
+const convertTransactionTypeEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.convertTransactionType.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionId, transactionType, toAccountIntegrationId, fromAccountIntegrationId, selectedTab, selectedPeriod, } = action.payload;
+    const apiPayload = toConvertTransactionTypePayload({
+        transactionId,
+        transactionType,
+        toAccountIntegrationId,
+        fromAccountIntegrationId,
+    });
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/transaction-type`, apiPayload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessStatus)(response)) {
+            return (0, rxjs_1.from)([
+                (0, transactionsViewReducer_1.removeTransactionsFromCategorizationList)({
+                    selectedTab,
+                    selectedPeriod,
+                    transactionIds: [transactionId],
+                }),
+                (0, transactionsViewReducer_1.convertTransactionTypeSuccess)({ transactionId }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'convert_transaction_type',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        const errorStatus = response.status ?? {
+            code: 0,
+            message: 'Unknown error',
+        };
+        return (0, rxjs_1.from)([
+            (0, transactionsViewReducer_1.convertTransactionTypeFailure)({
+                transactionId,
+                error: errorStatus,
+            }),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'convert_transaction_type',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: 'errorMessage',
+                        variableValue: errorStatus.message ?? errorStatus.title ?? 'Request failed',
+                    },
+                ],
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, transactionsViewReducer_1.convertTransactionTypeFailure)({
+            transactionId,
+            error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Convert transaction type failed: ${JSON.stringify(error)}`),
+        }),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'convert_transaction_type',
+            messageText: 'failed',
+            type: 'error',
+            variables: [
+                {
+                    variableName: 'errorMessage',
+                    variableValue: error instanceof Error ? error.message : String(error),
+                },
+            ],
+        }),
+    ])));
+}));
+exports.convertTransactionTypeEpic = convertTransactionTypeEpic;

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

@@ -24,6 +24,11 @@ const fetchTransactionCategorizationViewEpic = (actions$, state$) => actions$.pi
         accountList.fetchState === 'Not-Started') {
         updateActions.push((0, accountListReducer_1.fetchAccountList)('accountList', true));
     }
+    const bankAndCreditCardAccounts = state$.value.accountListState.byReportId.bankAndCreditCardAccounts;
+    if (bankAndCreditCardAccounts.hasValidState() === false &&
+        bankAndCreditCardAccounts.fetchState === 'Not-Started') {
+        updateActions.push((0, accountListReducer_1.fetchAccountList)('bankAndCreditCardAccounts'));
+    }
     const classList = state$.value.classListState;
     if (classList.hasValidState() === false &&
         classList.fetchState === 'Not-Started') {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -37,7 +37,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "convert_transaction_type";
     messageText: "notification" | "success" | "failed";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -149,7 +149,23 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     lineId: ID;
     selectedTab: TransactionsTab;
     transactionId: ID;
-}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
+}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, removeTransactionsFromCategorizationList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    selectedTab: TransactionsTab;
+    transactionIds: ID[];
+}, "expenseAutomationTransactionsView/removeTransactionsFromCategorizationList">, convertTransactionType: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fromAccountIntegrationId: string;
+    selectedPeriod: MonthYearPeriod;
+    selectedTab: TransactionsTab;
+    toAccountIntegrationId: string;
+    transactionId: ID;
+    transactionType: "transfer" | "credit_card_payment";
+}, "expenseAutomationTransactionsView/convertTransactionType">, convertTransactionTypeSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: ID;
+}, "expenseAutomationTransactionsView/convertTransactionTypeSuccess">, convertTransactionTypeFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+    transactionId: ID;
+}, "expenseAutomationTransactionsView/convertTransactionTypeFailure">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[], uncategorizedIncomeExpense: UncategorizedAccounts, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     transactionId: TransactionID;
     updatedTransaction: SupportedTransactionWithCOT;
     pendingReviewLineIds: string[];

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

@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
+exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.convertTransactionTypeFailure = exports.convertTransactionTypeSuccess = exports.convertTransactionType = exports.removeTransactionsFromCategorizationList = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -706,6 +706,35 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, exports.initialState);
         },
+        removeTransactionsFromCategorizationList(draft, action) {
+            const { selectedTab, selectedPeriod, transactionIds } = action.payload;
+            const periodId = (0, timePeriod_1.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 {
@@ -777,5 +806,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
+_a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.removeTransactionsFromCategorizationList = _a.removeTransactionsFromCategorizationList, exports.convertTransactionType = _a.convertTransactionType, exports.convertTransactionTypeSuccess = _a.convertTransactionTypeSuccess, exports.convertTransactionTypeFailure = _a.convertTransactionTypeFailure, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
 exports.default = expenseAutomationTransactionsView.reducer;

package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -1,6 +1,6 @@
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
-import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
@@ -11,12 +11,20 @@ export interface TransactionReviewLocalDataSelectorView {
     transactionId: ID;
     transactionReviewLocalData: TransactionReviewLocalData;
 }
+/** Debit account fetch for transfer drawer (keyed by transaction id string). */
+export interface TransactionCategorizationDebitAccountInfo {
+    fetchState: FetchState;
+    accountId?: ID;
+    accountName?: string;
+}
 export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     accountList: AccountBase[];
     accountsHierarchyList: NestedAccountHierarchyForReport[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassBase[];
     completionStatus: CompletionStatusType;
+    createTransferEntryStatus: FetchState;
+    debitAccountInfoByTransactionId: Record<ID, TransactionCategorizationDebitAccountInfo>;
     fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     refreshStatus: FetchStateAndError;
@@ -26,6 +34,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactionIdsWithUnsavedData: ID[];
     transactionLocalData: TransactionReviewLocalDataSelectorView[];
     transactions: SupportedTransactionWithCOT[];
+    transferAccounts: AccountBase[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
     selectedTransactionId?: ID;

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

@@ -102,5 +102,8 @@ function getExpenseAutomationTransactionView(state) {
         fetchStateByTransactionTabs: fetchStateByTab,
         selectedTransactionId,
         selectedTransactionLineId,
+        createTransferEntryStatus: 'Not-Started',
+        transferAccounts: [],
+        debitAccountInfoByTransactionId: {},
     };
 }

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

@@ -143,7 +143,7 @@ function toUsNexusTypeKey(value) {
     return US_NEXUS_LABEL_TO_KEY[value] ?? value;
 }
 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,
@@ -201,9 +201,6 @@ const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerif
         company['company_industry'] = companyIndustry;
     }
     Object.assign(company, {
-        ...(companyIndustryType != null && {
-            company_industry_type: companyIndustryType,
-        }),
         ...(companySubIndustry != null && {
             company_industry_sub_type: companySubIndustry,
         }),

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

@@ -53,14 +53,13 @@ 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/view/spendManagement/commonSetup/setupViewSelector.d.ts

@@ -69,7 +69,6 @@ export interface CompanyDetails {
     addressStatus?: NewAddressData;
     companyDescription?: string;
     companyIndustry?: string;
-    companyIndustryType?: string;
     companyLegalName?: string;
     companySourceOfFunds?: string;
     companySourceOfFundsDescription?: string;

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

@@ -114,7 +114,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
     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] = (0, fileViewSelector_1.getFileDeleteStatusById)(state, fileId);
         });
@@ -128,7 +128,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             companyDescription,
             companyLegalName,
             companyIndustry,
-            companyIndustryType,
             companySubIndustry,
             companySourceOfFunds,
             companySourceOfFundsDescription,

package/lib/view/spendManagement/commonSetup/setupViewState.d.ts

@@ -16,7 +16,6 @@ export interface CompanyDetailsLocalData {
     fileIds: ID[];
     companyDescription?: string;
     companyIndustry?: string;
-    companyIndustryType?: string;
     companyLegalName?: string;
     companySourceOfFunds?: string;
     companySourceOfFundsDescription?: string;

package/lib/view/spendManagement/commonSetup/types/businessVerification.d.ts

@@ -1,31 +1,5 @@
 import { ID } from '../../../../commonStateTypes/common';
 import { AddressUpdatableInfoPayload } from '../../../addressView/addressViewPayload';
-export declare const COMPANY_TRANSACTION_VOLUME_CODES: readonly ["less_than_10000", "10000_50000", "50001_250000", "250001_1000000", "1000001_2000000", "over_2000000"];
-export type CompanyTransactionVolumeCode = (typeof COMPANY_TRANSACTION_VOLUME_CODES)[number];
-export declare const COMPANY_SOURCE_OF_FUNDS_CODES: readonly ["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 type CompanySourceOfFundsCode = (typeof COMPANY_SOURCE_OF_FUNDS_CODES)[number];
-export declare const COMPANY_PURPOSE_OF_ACCOUNT_CODES: readonly ["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"];
-export type CompanyPurposeOfAccountCode = (typeof COMPANY_PURPOSE_OF_ACCOUNT_CODES)[number];
-/** Industry type codes for onboarding / business verification (paired with sub-industry). */
-export declare const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES: readonly ["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 type CompanyOnboardingIndustryTypeCode = (typeof COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES)[number];
-export declare const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY: {
-    readonly retail_consumer_goods: readonly ["grocery_stores_supermarkets", "convenience_stores", "specialty_food_retailers", "gas_stations_retail", "general_merchandise_department", "online_retail_ecommerce", "subscription_membership", "direct_to_consumer", "cannabis"];
-    readonly financial_services: readonly ["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"];
-    readonly food_agriculture: readonly ["farms_agricultural", "food_wholesalers_distributors", "restaurants_cafes", "bars_nightclubs", "catering_services", "farmers_markets", "restaurant_tech_pos"];
-    readonly healthcare_pharmaceuticals: readonly ["hospitals_clinics", "pharmacies", "medical_equipment", "biotechnology", "home_health", "healthcare_staffing", "wellness_benefits", "healthcare_social_assistance"];
-    readonly professional_services: readonly ["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"];
-    readonly manufacturing_industrial: readonly ["chemical_manufacturing", "electronics_hardware", "automotive_manufacturing", "construction_materials", "textiles_apparel", "mining"];
-    readonly real_estate_construction: readonly ["real_estate", "construction"];
-    readonly logistics_transportation: readonly ["transportation_warehousing"];
-    readonly wholesale_trade: readonly ["wholesale_trade"];
-    readonly business_support_services: readonly ["business_support_building"];
-    readonly escort_dating_adult_entertainment: readonly ["escort_services", "dating_adult_entertainment"];
-};
-export type CompanyOnboardingSubIndustryTypeCode = {
-    [K in keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY]: (typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY)[K][number];
-}[keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY];
-export declare function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode: string | undefined | null): CompanyOnboardingSubIndustryTypeCode[];
 export interface CompanyOfficerVerificationPayload {
     additional_submitted_documents_for_verification_file_ids: {
         social_security_card: ID[];
@@ -92,14 +66,13 @@ export interface CompanyDetailsVerificationPayload {
     company_countries_of_operations?: string[];
     company_inc_state?: string | null;
     company_industry_sub_type?: string;
-    company_industry_type?: string;
-    company_purpose_of_account?: CompanyPurposeOfAccountCode;
+    company_purpose_of_account?: string;
     company_purpose_of_account_desc?: string;
     company_regulated_states?: boolean;
     company_regulated_states_desc?: string;
-    company_source_of_funds?: CompanySourceOfFundsCode;
+    company_source_of_funds?: string;
     company_source_of_funds_desc?: string;
-    company_transaction_vol_expectations?: CompanyTransactionVolumeCode;
+    company_transaction_vol_expectations?: string;
     company_transaction_vol_expectations_desc?: string;
     company_us_nexus?: boolean;
     company_us_nexus_desc?: string[];