@zeniai/client-epic-state 4.19.80 → 4.19.81-beta1ND

package/lib/entity/account/accountPayload.d.ts

@@ -16,6 +16,8 @@ export interface AccountBasePayload {
     is_deleted?: boolean | null;
     last_4_digits?: string | null;
     logo?: URLPayload;
+    payment_account_id?: string | null;
+    payment_account_name?: string | null;
     qbo_id?: string;
     reconciliation_source?: string | null;
     tax_1099_config?: Tax1099ConfigPayload | null;

package/lib/entity/account/accountPayload.js

@@ -13,6 +13,8 @@ const mapAccountBasePayloadToAccountBase = (payload) => ({
     accountDescription: payload.account_description ?? '',
     last4Digits: payload.last_4_digits ?? undefined,
     logo: payload.logo == null ? undefined : (0, urlPayload_1.toURL)(payload.logo),
+    paymentAccountId: payload.payment_account_id ?? undefined,
+    paymentAccountName: payload.payment_account_name ?? undefined,
     qboId: payload.qbo_id ?? undefined,
     coaId: payload.coa_id ?? undefined,
     labels: toAccountLabelArray(payload.labels ?? []),

package/lib/entity/account/accountState.d.ts

@@ -43,6 +43,8 @@ export interface AccountBase {
     isPreFilled?: boolean;
     last4Digits?: string;
     logo?: ZeniUrl;
+    paymentAccountId?: string;
+    paymentAccountName?: string;
     qboId?: ID;
     reconciliationSource?: ReconciliationAccountSourceType;
     tax1099Config?: Tax1099Config;

package/lib/entity/company/companyPayload.d.ts

@@ -48,6 +48,7 @@ export interface CompanyIncInfoPayload {
     company_inc_state_code: string | null;
     company_inc_type: string | null;
     company_industry_sub_type?: string | null;
+    company_industry_type?: string | null;
     file_ids?: ID[] | null;
 }
 export interface CompanyTaxInfoPayload {

package/lib/entity/company/companyPayload.js

@@ -76,6 +76,7 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
+    companyIndustryType: payload.company_industry_type ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/entity/company/companyStateTypes.d.ts

@@ -61,6 +61,7 @@ export interface CompanyIncInfo {
     companyIncState?: string;
     companyIncStateCode?: string;
     companyIncType?: string;
+    companyIndustryType?: string;
     companySubIndustry?: string;
 }
 export interface CompanyTaxInfo {

package/lib/esm/entity/account/accountPayload.js

@@ -10,6 +10,8 @@ export const mapAccountBasePayloadToAccountBase = (payload) => ({
     accountDescription: payload.account_description ?? '',
     last4Digits: payload.last_4_digits ?? undefined,
     logo: payload.logo == null ? undefined : toURL(payload.logo),
+    paymentAccountId: payload.payment_account_id ?? undefined,
+    paymentAccountName: payload.payment_account_name ?? undefined,
     qboId: payload.qbo_id ?? undefined,
     coaId: payload.coa_id ?? undefined,
     labels: toAccountLabelArray(payload.labels ?? []),

package/lib/esm/entity/company/companyPayload.js

@@ -73,6 +73,7 @@ const toCompanyIncInfo = (payload) => ({
     companyIncCountryCode: payload.company_inc_country_code ?? undefined,
     fileIds: payload.file_ids ?? [],
     companySubIndustry: payload.company_industry_sub_type ?? undefined,
+    companyIndustryType: payload.company_industry_type ?? undefined,
 });
 const toCompanyTaxInfo = (payload) => ({
     taxesFiledDate: payload.taxes_filed_date != null

package/lib/esm/index.js

@@ -165,7 +165,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement, } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
@@ -300,6 +300,7 @@ import { fetchDepositAccountListForCards, fetchIssueCardPage, issueChargeCards,
 import { getIssueChargeCardView, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
 import { getBusinessVerificationDetails, getCommonSetupViewDetails, } from './view/spendManagement/commonSetup/setupViewSelector';
+import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, } from './view/spendManagement/commonSetup/types/businessVerification';
 import { checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig, } from './view/spendManagement/helpers';
 import { establishPlaidConnection, getPaymentAccounts, getPlaidLinkToken, updateMappedCashAccount, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, updatePrimaryFundingAccount, } from './view/spendManagement/plaidAccount/plaidAccountViewReducer';
 import { getPlaidAccountDetails } from './view/spendManagement/plaidAccount/plaidAccountViewSelector';
@@ -414,7 +415,7 @@ export { newBalancesFilterClassesView };
 export { toCOABalanceTypeStrict, toCOABalanceType as toCOABlanaceType, isCalculatedBalanceType, };
 export { stringToUnion, stringToUnionStrict };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, getMonthEndCloseChecksViewByTenantId, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, };
-export { getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+export { getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, uploadAccountStatement, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
 export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, };
@@ -504,6 +505,7 @@ export { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStric
 export { isAllowedValueWithCode, isAllowedValueWithID, };
 export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, clearCompanyView, };
 export { toCompanyPassportLocalData, };
+export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, getNestedAccountListHierarchy, };
 export { getBankAccount };
 // TODO - remove alias and replace types across all repos

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

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

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

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

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

@@ -0,0 +1,22 @@
+import { from } from 'rxjs';
+import { filter, mergeMap } from 'rxjs/operators';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { updateTransaction } from '../../../../entity/transaction/transactionReducer';
+import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
+import { uploadTransactionCategorizationReceiptSuccess } from '../../reducers/transactionsViewReducer';
+export const uploadTransactionReceiptSuccessEpic = (actions$, state$) => actions$.pipe(filter(uploadTransactionCategorizationReceiptSuccess.match), mergeMap((action) => {
+    const { transactionPayload, updateType } = action.payload;
+    const updateActions = [];
+    const currentTenant = getCurrentTenant(state$.value);
+    const selectedPeriodByTenantId = state$.value.expenseAutomationViewState.selectedPeriodByTenantId;
+    updateActions.push(updateTransaction(transactionPayload.transaction_id, transactionPayload, updateType));
+    if (currentTenant != null) {
+        const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+        updateActions.push(fetchMonthEndCloseChecks({
+            tenantId: currentTenant.tenantId,
+            period: monthEndChecksPeriod,
+            refreshViewInBackground: true,
+        }));
+    }
+    return from(updateActions);
+}));

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

@@ -36,6 +36,7 @@ export const initialTransactionTabViewState = {
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
     transactionIdsWithUnsavedData: [],
+    uploadReceiptStatusById: {},
     selectedTransactionId: undefined,
     selectedTransactionLineId: undefined,
 };
@@ -699,6 +700,24 @@ const expenseAutomationTransactionsView = createSlice({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, 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 {
@@ -770,5 +789,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;

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

@@ -10,7 +10,7 @@ import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes
 export 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 = getUncategorizedAccounts(accountState, accountListState, 'accountList');
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
@@ -94,6 +94,7 @@ export function getExpenseAutomationTransactionView(state) {
         completionStatus,
         totalCountByTab,
         fetchStateByTransactionTabs: fetchStateByTab,
+        uploadReceiptStatusById,
         selectedTransactionId,
         selectedTransactionLineId,
     };

package/lib/esm/view/expenseAutomationView/types/transactionsViewState.js

@@ -4,6 +4,7 @@ const TRANSACTIONS_SORT_KEYS = [
     'vendor',
     'amount',
     'transaction_type',
+    'payment_account',
     'date',
     'category',
     'class',

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

@@ -136,7 +136,7 @@ function toUsNexusTypeKey(value) {
     return US_NEXUS_LABEL_TO_KEY[value] ?? value;
 }
 export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, 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, 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,
@@ -194,6 +194,9 @@ export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendF
         company['company_industry'] = companyIndustry;
     }
     Object.assign(company, {
+        ...(companyIndustryType != null && {
+            company_industry_type: companyIndustryType,
+        }),
         ...(companySubIndustry != null && {
             company_industry_sub_type: companySubIndustry,
         }),

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

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

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

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

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

@@ -1 +1,148 @@
-export {};
+export const COMPANY_TRANSACTION_VOLUME_CODES = [
+    'less_than_10000',
+    '10000_50000',
+    '50001_250000',
+    '250001_1000000',
+    '1000001_2000000',
+    'over_2000000',
+];
+export const COMPANY_SOURCE_OF_FUNDS_CODES = [
+    'sales_of_goods',
+    'sales_of_services',
+    'customer_payments',
+    'investment_capital',
+    'business_loans',
+    'owner_contributions',
+    'franchise_revenue',
+    'rental_income',
+    'government_contracts_grants',
+    'donations_fundraising',
+    'membership_fees_subscriptions',
+    'licensing_royalties',
+    'commission_income',
+    'import_export_revenue',
+    'cryptocurrency_activity',
+];
+export const COMPANY_PURPOSE_OF_ACCOUNT_CODES = [
+    'retail_sales',
+    'ecommerce_sales',
+    'cash_heavy_operations',
+    'import_export_trade',
+    'professional_services_not_handling_funds',
+    'professional_services_handling_funds',
+    'holding_investment_company',
+    'property_management_real_estate',
+    'charitable_nonprofit',
+    'construction_contracting',
+    'commercial_cash_operations',
+    'freight_forwarding_logistics',
+    'third_party_payment_processing',
+    'technology_startup',
+    'wholesale_distribution',
+    'franchise_operation',
+    'healthcare_provider',
+    'educational_institution',
+];
+/** Keys for company_us_nexus_desc / form usNexusTypes (labels from usNexusOptions in app locale). */
+export const COMPANY_US_NEXUS_TYPE_CODES = [
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+];
+/** Industry type codes for onboarding / business verification (paired with sub-industry). */
+export const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = [
+    'retail_consumer_goods',
+    'financial_services',
+    'food_agriculture',
+    'healthcare_pharmaceuticals',
+    'professional_services',
+    'manufacturing_industrial',
+    'real_estate_construction',
+    'logistics_transportation',
+    'wholesale_trade',
+    'business_support_services',
+    'escort_dating_adult_entertainment',
+];
+export const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = {
+    retail_consumer_goods: [
+        'grocery_stores_supermarkets',
+        'convenience_stores',
+        'specialty_food_retailers',
+        'gas_stations_retail',
+        'general_merchandise_department',
+        'online_retail_ecommerce',
+        'subscription_membership',
+        'direct_to_consumer',
+        'cannabis',
+    ],
+    financial_services: [
+        'banks_credit_unions',
+        'fintech_payment_processing',
+        'insurance_providers',
+        'investment_advisors_broker',
+        'lending_mortgage',
+        'treasury_management',
+        'personal_finance_apps',
+        'retirement_planning',
+        'real_estate_investment',
+        'money_service_businesses',
+        'cryptocurrency',
+        'debt_collection',
+        'payday_lending',
+        'gambling',
+    ],
+    food_agriculture: [
+        'farms_agricultural',
+        'food_wholesalers_distributors',
+        'restaurants_cafes',
+        'bars_nightclubs',
+        'catering_services',
+        'farmers_markets',
+        'restaurant_tech_pos',
+    ],
+    healthcare_pharmaceuticals: [
+        'hospitals_clinics',
+        'pharmacies',
+        'medical_equipment',
+        'biotechnology',
+        'home_health',
+        'healthcare_staffing',
+        'wellness_benefits',
+        'healthcare_social_assistance',
+    ],
+    professional_services: [
+        'legal_services',
+        'accounting_auditing',
+        'consulting_firms',
+        'marketing_advertising',
+        'real_estate_agents_property',
+        'corporate_services_incorporation',
+        'hr_workforce_management',
+        'direct_marketing_telemarketing',
+        'legal_accounting_consulting_programming',
+    ],
+    manufacturing_industrial: [
+        'chemical_manufacturing',
+        'electronics_hardware',
+        'automotive_manufacturing',
+        'construction_materials',
+        'textiles_apparel',
+        'mining',
+    ],
+    real_estate_construction: ['real_estate', 'construction'],
+    logistics_transportation: ['transportation_warehousing'],
+    wholesale_trade: ['wholesale_trade'],
+    business_support_services: ['business_support_building'],
+    escort_dating_adult_entertainment: [
+        'escort_services',
+        'dating_adult_entertainment',
+    ],
+};
+export function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode) {
+    if (industryTypeCode == null || industryTypeCode === '') {
+        return [];
+    }
+    const row = COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[industryTypeCode];
+    return row != null ? [...row] : [];
+}

package/lib/index.d.ts

@@ -267,7 +267,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
 import { deleteAccountStatement, fetchReconciliation as fetchReconciliationView, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
-import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState } from './view/expenseAutomationView/reducers/transactionsViewReducer';
+import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
 import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
 import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -456,6 +456,7 @@ import { ActivityHistorySelectorView } from './view/spendManagement/commonHistor
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
+import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
 import { BulkOperationFinishedType, BulkOperationType, SameDayAchDisablementConfig, ZeniAccountsPromoConfig, checkIfLowBalance, getActualPaymentDate, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig } from './view/spendManagement/helpers';
 import { establishPlaidConnection, getPaymentAccounts, getPlaidLinkToken, updateMappedCashAccount, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, updatePrimaryFundingAccount } from './view/spendManagement/plaidAccount/plaidAccountViewReducer';
 import { getPlaidAccountDetails } from './view/spendManagement/plaidAccount/plaidAccountViewSelector';
@@ -620,7 +621,7 @@ export { TransactionsOrder, COABalancesSliceOrder, EntityOrder, Section, Section
 export { ClassesViewSelectorReportV2 };
 export { BalancesTimeseries, TrendTimeseries, BalanceKind };
 export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePerformanceTrend, MonthEndCloseCheck, getMonthEndCloseChecksViewByTenantId, MonthEndCloseChecksView, MonthEndCloseCheckFrequency, MonthCloseCheckMetrics, ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthEndAuditSummary, };
-export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
+export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, fetchExpenseAutomationMissingReceipts, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
 export { JEScheduleLocalData };
 export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
@@ -733,6 +734,8 @@ export { AllowedValueWithCode, AllowedValue, AllowedValueWithID, isAllowedValueW
 export { ManagementUIState, PortfolioUIState };
 export { fetchCompanyPassportView, CompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, clearCompanyView, UpdateActionType, CompanyPassportLocalStoreDataView, };
 export { CompanyInfoLocalData, IncInfoLocalData, TaxDetailsLocalData, CompanyDetailsLocalData, PrimaryContactLocalData, CompanyOfficerLocalData, CompanyOfficerType, CompanyPassportLocalData, toCompanyPassportLocalData, };
+export type { CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, };
+export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, UncategorizedAccounts, getNestedAccountListHierarchy, };
 export { getBankAccount, BankAccountSelectorView };
 export { AddOnEstimate, SubscriptionViewSortKey, toSubscriptionSortKeyType, SubscriptionView, SubscriptionListView as CompanySubscriptionView, getSubscriptionListView as getCompanySubscriptionView, SubscriptionListUIState as SubscriptionUIState, updateSubscriptionListUIState as updateCompanySubscriptionUIState, SubscriptionUpdateData, SubscriptionCreateData, SubscriptionActionType, SubscriptionDetails, SubscriptionEstimateWithSchema, fetchSubscriptionList, fetchSubscriptionPlans, fetchSubscriptionAddOns, fetchSubscriptionCoupons, fetchSubscriptionDetails, saveSubscriptionUpdates, saveSubscriptionNotesUpdates, fetchSubscriptionCreateEstimate, fetchSubscriptionUpdateEstimate, clearSubscriptionView, initializeSubscriptionLocalData, saveSubscriptionLocalData, clearSubscriptionUpdateViewDataByTenantId, clearSubscriptionLocalData, getSubscriptionsDetailView, getSubscriptionLocalStoreDataView, getSubscriptionEstimationData, SubscriptionEstimationData, SubscriptionLocalStoreDataView, SubscriptionsDetailView, };