@zeniai/client-epic-state 4.19.79 → 4.19.81-beta0ND

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

@@ -15,6 +15,12 @@ const updateCompanyDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe((0
         ...(0, companyPassportViewPayload_1.toCompanyIncInfoUpdatableInfoPayload)(companyDetails.incInfo),
         ...(0, companyPassportViewPayload_1.toCompanyTaxInfoUpdatableInfoPayload)(companyDetails.taxDetails),
         ...(0, companyPassportViewPayload_1.toCompanyFileInfoPayload)(companyDetails.incInfo, companyDetails.taxDetails),
+        ...(companyDetails.companyInfo.companyIndustryType != null && {
+            company_industry_type: companyDetails.companyInfo.companyIndustryType,
+        }),
+        ...(companyDetails.companyInfo.companySubIndustry != null && {
+            company_industry_sub_type: companyDetails.companyInfo.companySubIndustry,
+        }),
     };
     const { newAddressState } = state$.value.addressViewState;
     const addressToCreate = newAddressState?.company_address?.addressToCreate;

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

@@ -8,8 +8,21 @@ export interface CompanyInfoLocalData {
     firstMonthOfFY: Month;
     legalName: string;
     phone: string;
+    companyIndustryType?: string;
+    companySourceOfFunds?: string;
+    companySourceOfFundsDescription?: string;
+    companySubIndustry?: string;
+    countriesOfOperations?: string[];
     industry?: string;
     meetingLink?: ZeniUrl;
+    purposeOfAccount?: string;
+    purposeOfAccountDescription?: string;
+    regulatedStatus?: string;
+    regulatedStatusDescription?: string;
+    transactionVolume?: string;
+    transactionVolumeDescription?: string;
+    usNexus?: string;
+    usNexusTypes?: string[];
     website?: ZeniUrl;
 }
 export interface IncInfoLocalData {

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

@@ -13,9 +13,22 @@ 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 ?? '',
             firstMonthOfFY: companyInfo.firstMonthOfFY,
+            companySourceOfFunds: companyInfo.companySourceOfFunds,
+            companySourceOfFundsDescription: companyInfo.companySourceOfFundsDescription,
+            countriesOfOperations: companyInfo.countriesOfOperations,
+            transactionVolume: companyInfo.transactionVolume,
+            transactionVolumeDescription: companyInfo.transactionVolumeDescription,
+            purposeOfAccount: companyInfo.purposeOfAccount,
+            purposeOfAccountDescription: companyInfo.purposeOfAccountDescription,
+            regulatedStatus: companyInfo.regulatedStatus,
+            regulatedStatusDescription: companyInfo.regulatedStatusDescription,
+            usNexus: companyInfo.usNexus,
+            usNexusTypes: companyInfo.usNexusTypes,
         },
         incInfo: {
             typeOfInc: incInfo.companyIncType ?? '',

package/lib/view/companyView/types/companyPassportViewPayload.d.ts

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

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

@@ -1,19 +1,62 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toUserUpdatableInfoPayload = exports.toCompanyFileInfoPayload = exports.toCompanyTaxInfoUpdatableInfoPayload = exports.toCompanyIncInfoUpdatableInfoPayload = exports.toCompanyUpdatableInfoPayload = void 0;
-const toCompanyUpdatableInfoPayload = (info) => {
-    const payload = {
-        name: info.companyName,
-        company_legal_name: info.legalName,
-        phone: info.phone,
-        company_industry: info.industry,
-        company_business_model: info.businessModel,
-        company_url: info.website != null ? info.website.toString() : null,
-        meeting_url: info.meetingLink != null ? info.meetingLink.toString() : null,
-        is_new_company_industry_verified: true,
-    };
-    return payload;
+/** Maps US nexus display label to API key (for company_us_nexus_desc) */
+const US_NEXUS_LABEL_TO_KEY = {
+    Employees: 'employees',
+    Customers: 'customers',
+    'Physical office or facility': 'physical_office',
+    'Banking relationships': 'banking_relationships',
 };
+function toUsNexusTypeKey(value) {
+    const key = US_NEXUS_LABEL_TO_KEY[value];
+    return key ?? value;
+}
+const toCompanyUpdatableInfoPayload = (info) => ({
+    name: info.companyName,
+    company_legal_name: info.legalName,
+    phone: info.phone,
+    company_industry: info.industry,
+    company_business_model: info.businessModel,
+    company_url: info.website != null ? info.website.toString() : null,
+    meeting_url: info.meetingLink != null ? info.meetingLink.toString() : null,
+    is_new_company_industry_verified: true,
+    ...(info.companySourceOfFunds != null && {
+        company_source_of_funds: info.companySourceOfFunds,
+    }),
+    ...(info.companySourceOfFundsDescription != null && {
+        company_source_of_funds_desc: info.companySourceOfFundsDescription,
+    }),
+    ...(info.countriesOfOperations != null &&
+        info.countriesOfOperations.length > 0 && {
+        company_countries_of_operations: info.countriesOfOperations,
+    }),
+    ...(info.transactionVolume != null && {
+        company_transaction_vol_expectations: info.transactionVolume,
+    }),
+    ...(info.transactionVolumeDescription != null && {
+        company_transaction_vol_expectations_desc: info.transactionVolumeDescription,
+    }),
+    ...(info.purposeOfAccount != null && {
+        company_purpose_of_account: info.purposeOfAccount,
+    }),
+    ...(info.purposeOfAccountDescription != null && {
+        company_purpose_of_account_desc: info.purposeOfAccountDescription,
+    }),
+    ...(info.regulatedStatus != null && {
+        company_regulated_states: info.regulatedStatus === 'yes',
+    }),
+    ...(info.regulatedStatusDescription != null && {
+        company_regulated_states_desc: info.regulatedStatusDescription,
+    }),
+    ...(info.usNexus != null && {
+        company_us_nexus: info.usNexus === 'yes',
+    }),
+    ...(info.usNexusTypes != null &&
+        info.usNexusTypes.length > 0 && {
+        company_us_nexus_desc: info.usNexusTypes.map(toUsNexusTypeKey),
+    }),
+});
 exports.toCompanyUpdatableInfoPayload = toCompanyUpdatableInfoPayload;
 const toCompanyIncInfoUpdatableInfoPayload = (info) => {
     const payload = {

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

@@ -7,15 +7,14 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.syncTransactionCategorizationFromDetailSave.match), (0, operators_1.mergeMap)((action) => {
-    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { pendingReviewLineIds, transactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     if (pendingReviewLineIds.length === 0) {
         return rxjs_1.EMPTY;
     }
     const state = state$.value;
     // Only trigger when the transaction was auto-only (not in review tab after reducer ran)
     const reviewLocalData = state.expenseAutomationTransactionsViewState
-        .transactionCategorizationView.review
-        .transactionReviewLocalDataById[transactionId.id];
+        .transactionCategorizationView.review.transactionReviewLocalDataById[transactionId.id];
     if (reviewLocalData != null) {
         return rxjs_1.EMPTY;
     }

package/lib/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { updateTransaction } from '../../../../entity/transaction/transactionReducer';
+import { RootState } from '../../../../reducer';
+import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
+import { uploadTransactionCategorizationReceiptSuccess } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof uploadTransactionCategorizationReceiptSuccess> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof updateTransaction>;
+export declare const uploadTransactionReceiptSuccessEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

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

@@ -0,0 +1,26 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.uploadTransactionReceiptSuccessEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
+const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
+const monthEndCloseChecksViewReducer_1 = require("../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer");
+const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
+const uploadTransactionReceiptSuccessEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.uploadTransactionCategorizationReceiptSuccess.match), (0, operators_1.mergeMap)((action) => {
+    const { transactionPayload, updateType } = action.payload;
+    const updateActions = [];
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+    const selectedPeriodByTenantId = state$.value.expenseAutomationViewState.selectedPeriodByTenantId;
+    updateActions.push((0, transactionReducer_1.updateTransaction)(transactionPayload.transaction_id, transactionPayload, updateType));
+    if (currentTenant != null) {
+        const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+        updateActions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
+            tenantId: currentTenant.tenantId,
+            period: monthEndChecksPeriod,
+            refreshViewInBackground: true,
+        }));
+    }
+    return (0, rxjs_1.from)(updateActions);
+}));
+exports.uploadTransactionReceiptSuccessEpic = uploadTransactionReceiptSuccessEpic;

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

@@ -46,8 +46,8 @@ const filterAutoTabLineItems = (tabView, transactionId, updatedTransaction) => {
     if (localData == null) {
         return;
     }
-    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems
-        .autoCategorized ?? [];
+    const currentAutoLineIds = localData.transactionReviewLocalData.tabSpecificLineItems.autoCategorized ??
+        [];
     const linesById = new Map(updatedTransaction.lines?.map((l) => [l.id, l]));
     const retainedLineIds = currentAutoLineIds.filter((lineId) => {
         const line = linesById.get(lineId);

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

@@ -1,4 +1,4 @@
-import { FetchState, ID } from '../../../commonStateTypes/common';
+import { FetchState, FetchStateAndError, ID, UpdateType } from '../../../commonStateTypes/common';
 import { COTTransactionTrackingByTransactionId, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { MonthYearPeriod, TimePeriod } from '../../../commonStateTypes/timePeriod';
 import { PageToken } from '../../../commonStateTypes/viewAndReport/viewAndReport';
@@ -7,7 +7,7 @@ import { ClassBase } from '../../../entity/class/classState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { Entity } from '../../../entity/genericEntity/entity';
 import { RecommendationWithCOTByLineId, TransactionID } from '../../../entity/transaction/stateTypes/transaction';
-import { SupportedTransaction, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
+import { SupportedTransaction, SupportedTransactionPayload, SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
@@ -158,6 +158,14 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
 }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     period: TimePeriod;
     isUncategorizedExpenseCategoryEnabled: boolean | undefined;
-}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>;
+}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
+    selectedTab: "review" | "autoCategorized";
+    transactionId: string;
+    fetchStatus: FetchStateAndError;
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationUploadReceiptState", never, never>, uploadTransactionCategorizationReceiptSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionPayload: SupportedTransactionPayload, updateType?: UpdateType | undefined], {
+    selectedTab: "review" | "autoCategorized";
+    transactionPayload: SupportedTransactionPayload;
+    updateType: UpdateType;
+}, "expenseAutomationTransactionsView/uploadTransactionCategorizationReceiptSuccess", never, never>;
 declare const _default: import("redux").Reducer<TransactionsViewState>;
 export default _default;

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.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = 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;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -43,6 +43,7 @@ exports.initialTransactionTabViewState = {
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
     transactionIdsWithUnsavedData: [],
+    uploadReceiptStatusById: {},
     selectedTransactionId: undefined,
     selectedTransactionLineId: undefined,
 };
@@ -706,6 +707,24 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, exports.initialState);
         },
+        updateTransactionCategorizationUploadReceiptState: {
+            reducer(draft, action) {
+                const { transactionId, fetchStatus, selectedTab } = action.payload;
+                draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionId] = fetchStatus;
+            },
+            prepare(selectedTab, transactionId, fetchStatus) {
+                return { payload: { selectedTab, transactionId, fetchStatus } };
+            },
+        },
+        uploadTransactionCategorizationReceiptSuccess: {
+            reducer(draft, action) {
+                const { transactionPayload, selectedTab } = action.payload;
+                draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionPayload.transaction_id] = { fetchState: 'Completed', error: undefined };
+            },
+            prepare(selectedTab, transactionPayload, updateType = 'merge') {
+                return { payload: { selectedTab, transactionPayload, updateType } };
+            },
+        },
         syncTransactionCategorizationFromDetailSave: {
             prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -777,5 +796,5 @@ 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.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
 exports.default = expenseAutomationTransactionsView.reducer;

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

@@ -28,6 +28,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     transactions: SupportedTransactionWithCOT[];
     uiState: TransactionsViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
+    uploadReceiptStatusById: Record<ID, FetchStateAndError>;
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }

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

@@ -16,7 +16,7 @@ const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAu
 function getExpenseAutomationTransactionView(state) {
     const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
-    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
+    const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
     const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
@@ -100,6 +100,7 @@ function getExpenseAutomationTransactionView(state) {
         completionStatus,
         totalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
+        uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
     };

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -97,6 +97,7 @@ export interface TransactionsTabViewState extends FetchedState {
     transactionIdsWithUnsavedData: ID[];
     transactionReviewLocalDataById: Record<ID | TransactionDetailKey, SupportedTransactionCategorization>;
     uiState: TransactionsViewUIState;
+    uploadReceiptStatusById: Record<ID, FetchStateAndError>;
     selectedTransactionId?: ID;
     selectedTransactionLineId?: ID;
 }

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

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

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

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
+exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
 const paymentAccountSelector_1 = require("../../../entity/paymentAccount/paymentAccountSelector");
@@ -229,12 +230,12 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
         return false;
     }
     const { companyInfo, incInfo, taxInfo, questionaire } = company.company.company;
-    const { companyDescription, companyLegalName, companyUrl, phone } = companyInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType } = incInfo;
+    const { companyDescription, companyLegalName, companyUrl, phone, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
+    const { fileIds, companyIncDate: incDate, companyIncState, companyIncType, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyFileIds = (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds).map((file) => file.fileId);
-    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, typeOfIncorporation: companyIncTypeLocalData, primaryContactLocalData, } = companyDetailsLocalData;
+    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, stateOfIncorporation: stateOfIncorporationLocalData, typeOfIncorporation: companyIncTypeLocalData, companySourceOfFunds: companySourceOfFundsLocalData, companySourceOfFundsDescription: companySourceOfFundsDescriptionLocalData, countriesOfOperations: countriesOfOperationsLocalData, companySubIndustry: companySubIndustryLocalData, transactionVolume: transactionVolumeLocalData, transactionVolumeDescription: transactionVolumeDescriptionLocalData, purposeOfAccount: purposeOfAccountLocalData, purposeOfAccountDescription: purposeOfAccountDescriptionLocalData, regulatedStatus: regulatedStatusLocalData, regulatedStatusDescription: regulatedStatusDescriptionLocalData, usNexus: usNexusLocalData, usNexusTypes: usNexusTypesLocalData, primaryContactLocalData, } = companyDetailsLocalData;
     const fileIdsLocalData = companyFilesLocalData.map((file) => file.fileId);
     if (primaryContact != null) {
         const { firstName, lastName, email } = primaryContact;
@@ -244,6 +245,10 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
             return true;
         }
     }
+    const countriesOfOperationsMatch = JSON.stringify(countriesOfOperations ?? []) ===
+        JSON.stringify(countriesOfOperationsLocalData ?? []);
+    const usNexusTypesMatch = JSON.stringify(usNexusTypes ?? []) ===
+        JSON.stringify(usNexusTypesLocalData ?? []);
     return (companyDescription != companyDescriptionLocalData ||
         companyIndustry != companyIndustryLocalData ||
         companyLegalName != companyLegalNameLocalData ||
@@ -251,7 +256,21 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
         incDate?.toString() != incDateLocalData?.toString() ||
         phone != companyPhoneLocalData ||
         companyUrl?.toString() != companyUrlLocalData?.toString() ||
+        companyIncState != stateOfIncorporationLocalData ||
+        companySourceOfFunds != companySourceOfFundsLocalData ||
+        companySourceOfFundsDescription !=
+            companySourceOfFundsDescriptionLocalData ||
+        !countriesOfOperationsMatch ||
         companyIncType != companyIncTypeLocalData ||
+        transactionVolume != transactionVolumeLocalData ||
+        transactionVolumeDescription != transactionVolumeDescriptionLocalData ||
+        purposeOfAccount != purposeOfAccountLocalData ||
+        purposeOfAccountDescription != purposeOfAccountDescriptionLocalData ||
+        regulatedStatus != regulatedStatusLocalData ||
+        regulatedStatusDescription != regulatedStatusDescriptionLocalData ||
+        usNexus != usNexusLocalData ||
+        !usNexusTypesMatch ||
+        companySubIndustry != companySubIndustryLocalData ||
         !(fileIdsLocalData.length === companyFileIds.length &&
             companyFileIds.every((fileId) => fileIdsLocalData.includes(fileId))));
 }

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

@@ -5,8 +5,8 @@ const chargeCardRepaymentSelector_1 = require("../../../../entity/chargeCardRepa
 const userSelector_1 = require("../../../../entity/user/userSelector");
 const chargeCardPaymentHistoryHelpers_1 = require("./chargeCardPaymentHistoryHelpers");
 const getChargeCardPaymentHistoryDownloadReport = (state) => {
-    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState, } = state;
-    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error, } = chargeCardPaymentHistoryState;
+    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState } = state;
+    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error } = chargeCardPaymentHistoryState;
     const repaymentHistory = (0, chargeCardRepaymentSelector_1.getChargeCardRepaymentByIds)(chargeCardRepaymentState, repaymentHistoryIds);
     const repaymentHistoryUserIds = Array.from(new Set(repaymentHistory.map((r) => r.paidById)));
     const repaymentHistoryUsers = (0, userSelector_1.getUsersByUserIds)(userState, repaymentHistoryUserIds);

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

@@ -3,10 +3,10 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getChargeCardPaymentHistoryView = void 0;
 const reduceFetchState_1 = require("../../../../commonStateTypes/reduceFetchState");
 const chargeCardRepaymentSelector_1 = require("../../../../entity/chargeCardRepayment/chargeCardRepaymentSelector");
-const userSelector_1 = require("../../../../entity/user/userSelector");
-const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
 const depositAccountSelector_1 = require("../../../../entity/depositAccount/depositAccountSelector");
 const paymentAccountSelector_1 = require("../../../../entity/paymentAccount/paymentAccountSelector");
+const userSelector_1 = require("../../../../entity/user/userSelector");
+const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
 const depositAccountListSelector_1 = require("../../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../../zeniAccounts/paymentAccountList/paymentAccountListSelector");
 const chargeCardPaymentHistoryHelpers_1 = require("./chargeCardPaymentHistoryHelpers");

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

@@ -18,7 +18,10 @@ const getChargeCardRepaymentDetail = (state) => {
         else {
             const depositFundingFromLimit = Object.values(depositAccountState.depositAccountLimitForChargeCardByID ?? {}).map(setupViewSelector_1.mapDepositAccountWithLimitToFundingAccount);
             const paymentFundingAccounts = (0, setupViewSelector_1.getAllFundingAccounts)([], paymentAccountsView.paymentAccounts, paymentAccountListState.paymentAccountBalanceFetchStatus);
-            transferFromAccounts = [...depositFundingFromLimit, ...paymentFundingAccounts];
+            transferFromAccounts = [
+                ...depositFundingFromLimit,
+                ...paymentFundingAccounts,
+            ];
         }
     }
     const reducedFetchState = (0, reduceFetchState_1.reduceAnyCompletedFetchState)([

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

@@ -10,7 +10,8 @@ const fetchChargeCardRepaymentDetailEpic = (actions$, state$) => actions$.pipe((
     const fetchChargeCardRepaymentDetailActions = [];
     const state = state$.value;
     const depositAccounts = state.depositAccountListState;
-    const willFetchDeposit = depositAccounts.fetchState !== 'In-Progress' && depositAccounts.fetchState !== 'Completed';
+    const willFetchDeposit = depositAccounts.fetchState !== 'In-Progress' &&
+        depositAccounts.fetchState !== 'Completed';
     if (willFetchDeposit) {
         fetchChargeCardRepaymentDetailActions.push((0, depositAccountListReducer_1.fetchDepositAccountList)());
     }

package/lib/view/spendManagement/chargeCards/chargeCardRepaymentDetail/initiateChargeCardRepaymentEpic.d.ts

@@ -4,8 +4,8 @@ import { updateChargeCardRepayment } from '../../../../entity/chargeCardRepaymen
 import { updateCompanyPrimaryAccount, updateEnableAutoPayForChargeCard } from '../../../../entity/company/companyReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { updateCreditAccountRepaymentAmountAndDate } from '../chargeCardList/chargeCardListReducer';
+import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { initiateChargeCardRepayment, updateChargeCardRepaymentStatus } from './chargeCardRepaymentDetailReducer';
 export type ActionType = ReturnType<typeof addRepaymentToChargeCardPaymentHistory> | ReturnType<typeof initiateChargeCardRepayment> | ReturnType<typeof updateChargeCardRepayment> | ReturnType<typeof updateCreditAccountRepaymentAmountAndDate> | ReturnType<typeof updateChargeCardRepaymentStatus> | ReturnType<typeof updateCompanyPrimaryAccount> | ReturnType<typeof updateEnableAutoPayForChargeCard>;
 export declare const initiateChargeCardRepaymentEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -12,8 +12,8 @@ const setupViewSelector_1 = require("../../commonSetup/setupViewSelector");
 const helpers_1 = require("../../helpers");
 const depositAccountListSelector_1 = require("../../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../../zeniAccounts/paymentAccountList/paymentAccountListSelector");
-const chargeCardPaymentHistoryReducer_1 = require("../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer");
 const chargeCardListReducer_1 = require("../chargeCardList/chargeCardListReducer");
+const chargeCardPaymentHistoryReducer_1 = require("../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer");
 const chargeCardRepaymentDetailReducer_1 = require("./chargeCardRepaymentDetailReducer");
 const initiateChargeCardRepaymentEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(chargeCardRepaymentDetailReducer_1.initiateChargeCardRepayment.match), (0, operators_1.switchMap)((action) => {
     const state = state$.value;

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

@@ -122,8 +122,28 @@ const updateBusinessVerificationDetailsEpic = (actions$, state$, zeniAPI) => act
     }
 }));
 exports.updateBusinessVerificationDetailsEpic = updateBusinessVerificationDetailsEpic;
+/** US Nexus API keys. Form may submit these or display labels; we send keys to API. */
+const US_NEXUS_KEYS = new Set([
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+]);
+/** Maps display label → API key for US nexus types (English labels from strings). */
+const US_NEXUS_LABEL_TO_KEY = {
+    Employees: 'employees',
+    Customers: 'customers',
+    'Physical office or facility': 'physical_office',
+    'Banking relationships': 'banking_relationships',
+};
+function toUsNexusTypeKey(value) {
+    if (US_NEXUS_KEYS.has(value)) {
+        return value;
+    }
+    return US_NEXUS_LABEL_TO_KEY[value] ?? value;
+}
 const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, sourceOfFunds, } = companyLocalData;
+    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 company = {
         is_ready_for_verification: sendForVerification,
         file_ids: fileIds,
@@ -174,9 +194,55 @@ const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerif
     if (typeOfIncorporation != null) {
         company['company_inc_type'] = typeOfIncorporation;
     }
+    if (stateOfIncorporation != null) {
+        company['company_inc_state'] = stateOfIncorporation;
+    }
     if (companyIndustry != null) {
         company['company_industry'] = companyIndustry;
     }
+    Object.assign(company, {
+        ...(companyIndustryType != null && {
+            company_industry_type: companyIndustryType,
+        }),
+        ...(companySubIndustry != null && {
+            company_industry_sub_type: companySubIndustry,
+        }),
+        ...(countriesOfOperations != null &&
+            countriesOfOperations.length > 0 && {
+            company_countries_of_operations: countriesOfOperations,
+        }),
+        ...(companySourceOfFunds != null && {
+            company_source_of_funds: companySourceOfFunds,
+        }),
+        ...(companySourceOfFundsDescription != null && {
+            company_source_of_funds_desc: companySourceOfFundsDescription,
+        }),
+        ...(transactionVolume != null && {
+            company_transaction_vol_expectations: transactionVolume,
+        }),
+        ...(transactionVolumeDescription != null && {
+            company_transaction_vol_expectations_desc: transactionVolumeDescription,
+        }),
+        ...(purposeOfAccount != null && {
+            company_purpose_of_account: purposeOfAccount,
+        }),
+        ...(purposeOfAccountDescription != null && {
+            company_purpose_of_account_desc: purposeOfAccountDescription,
+        }),
+        ...(regulatedStatus != null && {
+            company_regulated_states: regulatedStatus === 'yes',
+        }),
+        ...(regulatedStatusDescription != null && {
+            company_regulated_states_desc: regulatedStatusDescription,
+        }),
+        ...(usNexus != null && {
+            company_us_nexus: usNexus === 'yes',
+        }),
+        ...(usNexusTypes != null &&
+            usNexusTypes.length > 0 && {
+            company_us_nexus_desc: usNexusTypes.map(toUsNexusTypeKey),
+        }),
+    });
     if (setupViewType === 'zeni_treasury' && sourceOfFunds != null) {
         company['source_of_funds'] = sourceOfFunds;
     }

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

@@ -51,16 +51,21 @@ exports.updateSetupViewLocalStoreDataEpic = updateSetupViewLocalStoreDataEpic;
  */
 function toSetupViewLocalData(company, users, userRoles, primaryContact) {
     const { companyInfo, incInfo, taxInfo, questionaire, companyBillPayInfo } = company;
-    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, } = companyInfo;
+    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
     const { usersSelectedForVerification: usersSelected } = companyBillPayInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, companyIndustryType, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {
         companyId,
         companyDescription,
         companyIndustry,
+        companyIndustryType,
         companyLegalName,
+        companySubIndustry,
+        companySourceOfFunds: incCompanySourceOfFunds,
+        companySourceOfFundsDescription,
+        countriesOfOperations,
         taxIdOrEIN: taxId,
         incDate,
         phone,
@@ -69,6 +74,15 @@ function toSetupViewLocalData(company, users, userRoles, primaryContact) {
         syncToken,
         typeOfIncorporation: companyIncType,
         sourceOfFunds,
+        stateOfIncorporation: companyIncState,
+        transactionVolume,
+        transactionVolumeDescription,
+        purposeOfAccount,
+        purposeOfAccountDescription,
+        regulatedStatus,
+        regulatedStatusDescription,
+        usNexus,
+        usNexusTypes,
     };
     let primaryContactDetails = undefined;
     if (primaryContact != null) {