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

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

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

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

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

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

@@ -13,6 +13,7 @@ function toCompanyPassportLocalData(companyView, companyFiles) {
             website: companyInfo.companyUrl,
             meetingLink: companyInfo.meetingUrl,
             industry: companyQuestionaire.companyIndustry,
+            companyIndustryType: incInfo.companyIndustryType,
             companySubIndustry: incInfo.companySubIndustry,
             businessModel: companyQuestionaire.companyBusinessModel ?? '',
             phone: companyInfo.phone ?? '',

package/lib/view/expenseAutomationView/epics/transactionCategorization/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/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

@@ -15,7 +15,7 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
-export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class" | "memo" | "transaction_type";
+export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class" | "payment_account" | "memo" | "transaction_type";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";
@@ -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/expenseAutomationView/types/transactionsViewState.js

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

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

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

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

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

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

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

@@ -114,7 +114,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
     if (companyDetails.localData != null) {
         const deleteFileStatusById = {};
         const updateFileStatusById = {};
-        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, 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] = (0, fileViewSelector_1.getFileDeleteStatusById)(state, fileId);
         });
@@ -128,6 +128,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             companyDescription,
             companyLegalName,
             companyIndustry,
+            companyIndustryType,
             companySubIndustry,
             companySourceOfFunds,
             companySourceOfFundsDescription,

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

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

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

@@ -1,5 +1,34 @@
 import { ID } from '../../../../commonStateTypes/common';
 import { AddressUpdatableInfoPayload } from '../../../addressView/addressViewPayload';
+export declare const COMPANY_TRANSACTION_VOLUME_CODES: readonly ["less_than_10000", "10000_50000", "50001_250000", "250001_1000000", "1000001_2000000", "over_2000000"];
+export type CompanyTransactionVolumeCode = (typeof COMPANY_TRANSACTION_VOLUME_CODES)[number];
+export declare const COMPANY_SOURCE_OF_FUNDS_CODES: readonly ["sales_of_goods", "sales_of_services", "customer_payments", "investment_capital", "business_loans", "owner_contributions", "franchise_revenue", "rental_income", "government_contracts_grants", "donations_fundraising", "membership_fees_subscriptions", "licensing_royalties", "commission_income", "import_export_revenue", "cryptocurrency_activity"];
+export type CompanySourceOfFundsCode = (typeof COMPANY_SOURCE_OF_FUNDS_CODES)[number];
+export declare const COMPANY_PURPOSE_OF_ACCOUNT_CODES: readonly ["retail_sales", "ecommerce_sales", "cash_heavy_operations", "import_export_trade", "professional_services_not_handling_funds", "professional_services_handling_funds", "holding_investment_company", "property_management_real_estate", "charitable_nonprofit", "construction_contracting", "commercial_cash_operations", "freight_forwarding_logistics", "third_party_payment_processing", "technology_startup", "wholesale_distribution", "franchise_operation", "healthcare_provider", "educational_institution"];
+export type CompanyPurposeOfAccountCode = (typeof COMPANY_PURPOSE_OF_ACCOUNT_CODES)[number];
+/** Keys for company_us_nexus_desc / form usNexusTypes (labels from usNexusOptions in app locale). */
+export declare const COMPANY_US_NEXUS_TYPE_CODES: readonly ["employees", "customers", "physical_office", "banking_relationships"];
+export type CompanyUsNexusTypeCode = (typeof COMPANY_US_NEXUS_TYPE_CODES)[number];
+/** Industry type codes for onboarding / business verification (paired with sub-industry). */
+export declare const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES: readonly ["retail_consumer_goods", "financial_services", "food_agriculture", "healthcare_pharmaceuticals", "professional_services", "manufacturing_industrial", "real_estate_construction", "logistics_transportation", "wholesale_trade", "business_support_services", "escort_dating_adult_entertainment"];
+export type CompanyOnboardingIndustryTypeCode = (typeof COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES)[number];
+export declare const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY: {
+    readonly retail_consumer_goods: readonly ["grocery_stores_supermarkets", "convenience_stores", "specialty_food_retailers", "gas_stations_retail", "general_merchandise_department", "online_retail_ecommerce", "subscription_membership", "direct_to_consumer", "cannabis"];
+    readonly financial_services: readonly ["banks_credit_unions", "fintech_payment_processing", "insurance_providers", "investment_advisors_broker", "lending_mortgage", "treasury_management", "personal_finance_apps", "retirement_planning", "real_estate_investment", "money_service_businesses", "cryptocurrency", "debt_collection", "payday_lending", "gambling"];
+    readonly food_agriculture: readonly ["farms_agricultural", "food_wholesalers_distributors", "restaurants_cafes", "bars_nightclubs", "catering_services", "farmers_markets", "restaurant_tech_pos"];
+    readonly healthcare_pharmaceuticals: readonly ["hospitals_clinics", "pharmacies", "medical_equipment", "biotechnology", "home_health", "healthcare_staffing", "wellness_benefits", "healthcare_social_assistance"];
+    readonly professional_services: readonly ["legal_services", "accounting_auditing", "consulting_firms", "marketing_advertising", "real_estate_agents_property", "corporate_services_incorporation", "hr_workforce_management", "direct_marketing_telemarketing", "legal_accounting_consulting_programming"];
+    readonly manufacturing_industrial: readonly ["chemical_manufacturing", "electronics_hardware", "automotive_manufacturing", "construction_materials", "textiles_apparel", "mining"];
+    readonly real_estate_construction: readonly ["real_estate", "construction"];
+    readonly logistics_transportation: readonly ["transportation_warehousing"];
+    readonly wholesale_trade: readonly ["wholesale_trade"];
+    readonly business_support_services: readonly ["business_support_building"];
+    readonly escort_dating_adult_entertainment: readonly ["escort_services", "dating_adult_entertainment"];
+};
+export type CompanyOnboardingSubIndustryTypeCode = {
+    [K in keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY]: (typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY)[K][number];
+}[keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY];
+export declare function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode: string | undefined | null): CompanyOnboardingSubIndustryTypeCode[];
 export interface CompanyOfficerVerificationPayload {
     additional_submitted_documents_for_verification_file_ids: {
         social_security_card: ID[];
@@ -66,13 +95,14 @@ export interface CompanyDetailsVerificationPayload {
     company_countries_of_operations?: string[];
     company_inc_state?: string | null;
     company_industry_sub_type?: string;
-    company_purpose_of_account?: string;
+    company_industry_type?: string;
+    company_purpose_of_account?: CompanyPurposeOfAccountCode;
     company_purpose_of_account_desc?: string;
     company_regulated_states?: boolean;
     company_regulated_states_desc?: string;
-    company_source_of_funds?: string;
+    company_source_of_funds?: CompanySourceOfFundsCode;
     company_source_of_funds_desc?: string;
-    company_transaction_vol_expectations?: string;
+    company_transaction_vol_expectations?: CompanyTransactionVolumeCode;
     company_transaction_vol_expectations_desc?: string;
     company_us_nexus?: boolean;
     company_us_nexus_desc?: string[];

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

@@ -1,2 +1,152 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = exports.COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = exports.COMPANY_US_NEXUS_TYPE_CODES = exports.COMPANY_PURPOSE_OF_ACCOUNT_CODES = exports.COMPANY_SOURCE_OF_FUNDS_CODES = exports.COMPANY_TRANSACTION_VOLUME_CODES = void 0;
+exports.getCompanyOnboardingSubIndustryCodesForIndustry = getCompanyOnboardingSubIndustryCodesForIndustry;
+exports.COMPANY_TRANSACTION_VOLUME_CODES = [
+    'less_than_10000',
+    '10000_50000',
+    '50001_250000',
+    '250001_1000000',
+    '1000001_2000000',
+    'over_2000000',
+];
+exports.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',
+];
+exports.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). */
+exports.COMPANY_US_NEXUS_TYPE_CODES = [
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+];
+/** Industry type codes for onboarding / business verification (paired with sub-industry). */
+exports.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',
+];
+exports.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',
+    ],
+};
+function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode) {
+    if (industryTypeCode == null || industryTypeCode === '') {
+        return [];
+    }
+    const row = exports.COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[industryTypeCode];
+    return row != null ? [...row] : [];
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.80",
+  "version": "4.19.81-beta1ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",