@zeniai/client-epic-state 4.19.83 → 4.19.84-betaVR1

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

@@ -1,8 +1,10 @@
 import orderBy from 'lodash/orderBy';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
-import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
+import { getSupportedTransactionById, getSupportedTransactionsByIds, } from '../../../entity/transaction/transactionSelector';
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
+import { isBatchListStatusCompleted } from '../payload/missingReceiptsPayload';
+import { getCompletedTransactionsCacheKey } from '../reducers/missingReceiptsViewReducer';
 export function getExpenseAutomationMissingReceiptsView(state) {
     const { expenseAutomationMissingReceiptsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
     const currentTenant = getCurrentTenant(state);
@@ -47,6 +49,110 @@ export function getExpenseAutomationMissingReceiptsView(state) {
     const completionStatus = missingReceiptsCompletionStatus != null
         ? missingReceiptsCompletionStatus
         : 'incomplete';
+    const { bulkUpload, pendingMissingReceiptsTabNavigation, } = expenseAutomationMissingReceiptsViewState;
+    const currentBatchStatus = bulkUpload.currentBatchId != null
+        ? bulkUpload.batchStatusById[bulkUpload.currentBatchId]
+        : undefined;
+    const batchList = monthYearPeriodId != null
+        ? bulkUpload.batchListByPeriod[monthYearPeriodId] ?? []
+        : [];
+    /**
+     * Primary "Unmatched" batch = first completed batch in platform list order, preferring the
+     * first batch that still has un_matched/no_match work when any completed batch has such work.
+     * Batches without details yet: wait if the list row still reports unmatched work; otherwise skip
+     * so we do not block the whole tab while other rows are not fetched yet.
+     */
+    const primaryBatchIdFromDetailsOrder = getPrimaryBatchIdFromBatchListOrder(batchList, bulkUpload.batchDetailsById, bulkUpload.failedBatchDetailIds);
+    /** During upload/matching, the in-flight batch may not appear in batchList yet — prefer currentBatchId. */
+    const unmatchedSectionBatchId = bulkUpload.phase === 'matching' || bulkUpload.phase === 'uploading'
+        ? bulkUpload.currentBatchId ?? primaryBatchIdFromDetailsOrder
+        : primaryBatchIdFromDetailsOrder;
+    const completedBatchesInApiOrder = batchList.filter((b) => isBatchListStatusCompleted(b.status));
+    const currentBatchDetails = unmatchedSectionBatchId != null
+        ? bulkUpload.batchDetailsById[unmatchedSectionBatchId]
+        : undefined;
+    const resolvedFiles = currentBatchDetails?.files.map((file) => resolveBatchFile(file, currentBatchDetails.batchId, transactionState));
+    const failedIds = new Set(bulkUpload.failedBatchDetailIds);
+    const hasMoreBatchDetails = completedBatchesInApiOrder.some((b) => bulkUpload.batchDetailsById[b.batchId] == null &&
+        !failedIds.has(b.batchId));
+    const getSortValue = (file) => {
+        const t = file.matchedTransaction;
+        if (t == null) {
+            return null;
+        }
+        switch (bulkUpload.sortKey) {
+            case 'vendor':
+                return (t.vendorName ?? t.description)?.toLowerCase() ?? null;
+            case 'category': {
+                const line = t.lines?.[0];
+                return line?.account?.accountName?.toLowerCase() ?? null;
+            }
+            case 'class': {
+                const line = t.lines?.[0];
+                return line?.class?.className?.toLowerCase() ?? null;
+            }
+            case 'date':
+                return t.date.valueOf();
+            case 'amount':
+                return t.amount.amount;
+            default:
+                return null;
+        }
+    };
+    const bulkUploadSortDirection = bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc';
+    const matchedFiles = orderBy(resolvedFiles?.filter((f) => f.status === 'matched') ?? [], getSortValue, bulkUploadSortDirection);
+    const unmatchedFiles = orderBy(resolvedFiles?.filter((f) => f.status === 'un_matched' || f.status === 'no_match') ?? [], getSortValue, bulkUploadSortDirection);
+    const progress = currentBatchStatus != null
+        ? {
+            ...currentBatchStatus.progress,
+            percentage: currentBatchStatus.progress.total > 0
+                ? Math.round((currentBatchStatus.progress.processed /
+                    currentBatchStatus.progress.total) *
+                    100)
+                : 0,
+        }
+        : { total: 0, processed: 0, percentage: 0 };
+    const batchListFetchState = bulkUpload.batchListFetchState;
+    /**
+     * When primary batch is not resolved yet, still aggregate unmatched files from every batch
+     * that has details loaded (otherwise past is empty and receipts vanish from the UI).
+     */
+    const pastBatches = unmatchedSectionBatchId != null
+        ? batchList.filter((b) => b.batchId !== unmatchedSectionBatchId)
+        : batchList;
+    const pastUnmatchedFiles = pastBatches.flatMap((b) => {
+        const details = bulkUpload.batchDetailsById[b.batchId];
+        if (details == null) {
+            return [];
+        }
+        return details.files
+            .filter((f) => f.status === 'un_matched' || f.status === 'no_match')
+            .map((f) => resolveBatchFile(f, b.batchId, transactionState));
+    });
+    const completedTransactionsCacheKey = monthYearPeriodId != null
+        ? getCompletedTransactionsCacheKey(monthYearPeriodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab)
+        : undefined;
+    const completedTransactionsForPeriod = completedTransactionsCacheKey != null
+        ? bulkUpload.completedTransactionsByPeriod[completedTransactionsCacheKey]
+        : undefined;
+    const completedTransactionIds = completedTransactionsForPeriod?.transactionIds ?? [];
+    const resolvedCompletedTransactions = getSupportedTransactionsByIds(transactionState, completedTransactionIds);
+    const resolvedBatchDetails = currentBatchDetails != null && resolvedFiles != null
+        ? {
+            batchId: currentBatchDetails.batchId,
+            createdAt: currentBatchDetails.createdAt,
+            files: resolvedFiles,
+            status: currentBatchDetails.status,
+            summary: currentBatchDetails.summary,
+        }
+        : undefined;
+    const manualSearchResults = bulkUpload.manualSearch.results.map((r) => {
+        const t = getSupportedTransactionById(transactionState, r.transactionId);
+        return {
+            ...r,
+            vendorLogo: r.vendorLogo ?? t?.logo?.href,
+        };
+    });
     return {
         fetchState,
         error,
@@ -55,5 +161,122 @@ export function getExpenseAutomationMissingReceiptsView(state) {
         refreshStatus,
         transactions: sortedTransactions,
         completionStatus,
+        pendingMissingReceiptsTabNavigation: pendingMissingReceiptsTabNavigation ?? null,
+        bulkUpload: {
+            phase: bulkUpload.phase,
+            uploadStatus: bulkUpload.uploadStatus,
+            batchStatus: currentBatchStatus,
+            batchDetails: resolvedBatchDetails,
+            completedSubTab: bulkUpload.completedSubTab,
+            completedTransactions: {
+                fetchState: completedTransactionsForPeriod?.fetchState ?? {
+                    fetchState: 'Not-Started',
+                    error: undefined,
+                },
+                nextPageToken: completedTransactionsForPeriod?.nextPageToken ?? null,
+                totalCount: completedTransactionsForPeriod?.totalCount ?? 0,
+                transactions: resolvedCompletedTransactions,
+            },
+            matchedFiles,
+            unmatchedFiles,
+            progress,
+            currentResultsTab: bulkUpload.currentResultsTab,
+            sortKey: bulkUpload.sortKey,
+            sortOrder: bulkUpload.sortOrder,
+            batchList,
+            batchListFetchState,
+            pastBatches,
+            pastUnmatchedFiles,
+            confirmMatchStatus: bulkUpload.confirmMatchStatus,
+            manualSearchUiResetKey: bulkUpload.manualSearchUiResetKey,
+            hasMoreBatchDetails,
+            batchDetailsPaginationState: bulkUpload.batchDetailsPaginationState,
+            manualSearch: {
+                ...bulkUpload.manualSearch,
+                results: manualSearchResults,
+            },
+            uploadProgress: bulkUpload.uploadProgress,
+        },
+    };
+}
+function batchDetailsHasUnmatchedWork(details) {
+    return details.files.some((f) => f.status === 'un_matched' || f.status === 'no_match');
+}
+/** List row summary before batch details load — aligns with unmatched / possible-match work. */
+function batchListItemHasUnmatchedWork(batch) {
+    return batch.noMatchCount > 0 || batch.possibleMatchesCount > 0;
+}
+/**
+ * `batchList` must match platform order (same sequence as the bulk-upload batches API). Picks the
+ * primary batch for the top "Unmatched" section. Skips failed detail fetches.
+ *
+ * If details are not loaded for an earlier list row but that row reports no unmatched work, we
+ * skip it so later rows with loaded details can be primary (avoids an empty tab when the first
+ * fetch page only loaded later batches). If the list reports unmatched work but details are still
+ * loading, we wait (undefined) so primary order stays correct once details arrive.
+ */
+function getPrimaryBatchIdFromBatchListOrder(batchListInPlatformOrder, batchDetailsById, failedBatchDetailIds) {
+    const failedIds = new Set(failedBatchDetailIds);
+    const anyCompletedBatchHasUnmatchedWork = batchListInPlatformOrder.some((b) => {
+        if (failedIds.has(b.batchId)) {
+            return false;
+        }
+        const d = batchDetailsById[b.batchId];
+        if (d != null &&
+            d.status === 'completed' &&
+            batchDetailsHasUnmatchedWork(d)) {
+            return true;
+        }
+        return d == null && batchListItemHasUnmatchedWork(b);
+    });
+    for (const batch of batchListInPlatformOrder) {
+        if (failedIds.has(batch.batchId)) {
+            continue;
+        }
+        const details = batchDetailsById[batch.batchId];
+        if (details == null) {
+            if (batchListItemHasUnmatchedWork(batch)) {
+                return undefined;
+            }
+            continue;
+        }
+        if (details.status !== 'completed') {
+            continue;
+        }
+        if (anyCompletedBatchHasUnmatchedWork) {
+            if (batchDetailsHasUnmatchedWork(details)) {
+                return batch.batchId;
+            }
+            continue;
+        }
+        return batch.batchId;
+    }
+    return undefined;
+}
+function resolveBatchFile(file, batchId, transactionState) {
+    const matchedTransaction = file.matchedTransactionId != null
+        ? getSupportedTransactionById(transactionState, file.matchedTransactionId)
+        : undefined;
+    const candidates = file.candidates
+        ?.map((ref) => {
+        const transaction = getSupportedTransactionById(transactionState, ref.transactionId);
+        return transaction != null
+            ? { transaction, matchScore: ref.matchScore }
+            : undefined;
+    })
+        .filter((c) => c != null);
+    return {
+        attachmentId: file.attachmentId,
+        batchId,
+        fileDownloadUrl: file.fileDownloadUrl,
+        fileId: file.fileId,
+        filename: file.filename,
+        filePreviewUrl: file.filePreviewUrl,
+        status: file.status,
+        matchedTransaction,
+        candidates: candidates != null && candidates.length > 0
+            ? candidates
+            : undefined,
+        matchSource: file.matchSource,
     };
 }

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

@@ -4,10 +4,11 @@ const TRANSACTIONS_SORT_KEYS = [
     'vendor',
     'amount',
     'transaction_type',
+    'payment_account',
     'date',
     'category',
     'class',
-    'memo',
+    'memo_and_receipt',
 ];
 export const toTransactionsSortKey = (v) => stringToUnion(v, TRANSACTIONS_SORT_KEYS);
 export const TRANSACTIONS_TABS = ['review', 'autoCategorized'];

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

@@ -218,17 +218,17 @@ export const onboardingStepsData = (isValidConnection, productSettings, accounti
         requiredStepsData: requiredStepsData.map((step) => toOnboardingStepType(step)),
     };
 };
-function isCompanyDetailsSavePending(fileState, company, primaryContact, companyDetailsLocalData) {
+export function isCompanyDetailsSavePending(fileState, company, primaryContact, companyDetailsLocalData) {
     if (company == null || companyDetailsLocalData == null) {
         return false;
     }
     const { companyInfo, incInfo, taxInfo, questionaire } = company.company.company;
-    const { companyDescription, companyLegalName, companyUrl, phone } = companyInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType } = incInfo;
+    const { companyDescription, companyLegalName, companyUrl, phone, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
+    const { fileIds, companyIncDate: incDate, companyIncState, companyIncType, companySubIndustry, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyFileIds = getFilesByFileIds(fileState, fileIds).map((file) => file.fileId);
-    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, typeOfIncorporation: companyIncTypeLocalData, primaryContactLocalData, } = companyDetailsLocalData;
+    const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, stateOfIncorporation: stateOfIncorporationLocalData, typeOfIncorporation: companyIncTypeLocalData, companySourceOfFunds: companySourceOfFundsLocalData, companySourceOfFundsDescription: companySourceOfFundsDescriptionLocalData, countriesOfOperations: countriesOfOperationsLocalData, companySubIndustry: companySubIndustryLocalData, transactionVolume: transactionVolumeLocalData, transactionVolumeDescription: transactionVolumeDescriptionLocalData, purposeOfAccount: purposeOfAccountLocalData, purposeOfAccountDescription: purposeOfAccountDescriptionLocalData, regulatedStatus: regulatedStatusLocalData, regulatedStatusDescription: regulatedStatusDescriptionLocalData, usNexus: usNexusLocalData, usNexusTypes: usNexusTypesLocalData, primaryContactLocalData, } = companyDetailsLocalData;
     const fileIdsLocalData = companyFilesLocalData.map((file) => file.fileId);
     if (primaryContact != null) {
         const { firstName, lastName, email } = primaryContact;
@@ -238,6 +238,10 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
             return true;
         }
     }
+    const countriesOfOperationsMatch = JSON.stringify(countriesOfOperations ?? []) ===
+        JSON.stringify(countriesOfOperationsLocalData ?? []);
+    const usNexusTypesMatch = JSON.stringify(usNexusTypes ?? []) ===
+        JSON.stringify(usNexusTypesLocalData ?? []);
     return (companyDescription != companyDescriptionLocalData ||
         companyIndustry != companyIndustryLocalData ||
         companyLegalName != companyLegalNameLocalData ||
@@ -245,7 +249,21 @@ function isCompanyDetailsSavePending(fileState, company, primaryContact, company
         incDate?.toString() != incDateLocalData?.toString() ||
         phone != companyPhoneLocalData ||
         companyUrl?.toString() != companyUrlLocalData?.toString() ||
+        companyIncState != stateOfIncorporationLocalData ||
+        companySourceOfFunds != companySourceOfFundsLocalData ||
+        companySourceOfFundsDescription !=
+            companySourceOfFundsDescriptionLocalData ||
+        !countriesOfOperationsMatch ||
         companyIncType != companyIncTypeLocalData ||
+        transactionVolume != transactionVolumeLocalData ||
+        transactionVolumeDescription != transactionVolumeDescriptionLocalData ||
+        purposeOfAccount != purposeOfAccountLocalData ||
+        purposeOfAccountDescription != purposeOfAccountDescriptionLocalData ||
+        regulatedStatus != regulatedStatusLocalData ||
+        regulatedStatusDescription != regulatedStatusDescriptionLocalData ||
+        usNexus != usNexusLocalData ||
+        !usNexusTypesMatch ||
+        companySubIndustry != companySubIndustryLocalData ||
         !(fileIdsLocalData.length === companyFileIds.length &&
             companyFileIds.every((fileId) => fileIdsLocalData.includes(fileId))));
 }

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

@@ -2,8 +2,8 @@ import { getChargeCardRepaymentByIds } from '../../../../entity/chargeCardRepaym
 import { getUsersByUserIds } from '../../../../entity/user/userSelector';
 import { applyPaymentHistoryFiltersSearchAndSort } from './chargeCardPaymentHistoryHelpers';
 export const getChargeCardPaymentHistoryDownloadReport = (state) => {
-    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState, } = state;
-    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error, } = chargeCardPaymentHistoryState;
+    const { chargeCardPaymentHistoryState, chargeCardRepaymentState, userState } = state;
+    const { filters, repaymentHistoryIds, searchText, uiState, fetchState, error } = chargeCardPaymentHistoryState;
     const repaymentHistory = getChargeCardRepaymentByIds(chargeCardRepaymentState, repaymentHistoryIds);
     const repaymentHistoryUserIds = Array.from(new Set(repaymentHistory.map((r) => r.paidById)));
     const repaymentHistoryUsers = getUsersByUserIds(userState, repaymentHistoryUserIds);

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

@@ -1,9 +1,9 @@
 import { reduceAllFetchState } from '../../../../commonStateTypes/reduceFetchState';
 import { getChargeCardRepaymentByIds } from '../../../../entity/chargeCardRepayment/chargeCardRepaymentSelector';
-import { getUsersByUserIds } from '../../../../entity/user/userSelector';
-import { getAllFundingAccounts, mapDepositAccToFundingAccount, mapPaymentAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
 import { getDepositAccountByDepositAccountId } from '../../../../entity/depositAccount/depositAccountSelector';
 import { getPaymentAccountByPaymentAccountId } from '../../../../entity/paymentAccount/paymentAccountSelector';
+import { getUsersByUserIds } from '../../../../entity/user/userSelector';
+import { getAllFundingAccounts, mapDepositAccToFundingAccount, mapPaymentAccToFundingAccount, } from '../../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../../zeniAccounts/paymentAccountList/paymentAccountListSelector';
 import { applyPaymentHistoryFiltersSearchAndSort } from './chargeCardPaymentHistoryHelpers';

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

@@ -15,7 +15,10 @@ export const getChargeCardRepaymentDetail = (state) => {
         else {
             const depositFundingFromLimit = Object.values(depositAccountState.depositAccountLimitForChargeCardByID ?? {}).map(mapDepositAccountWithLimitToFundingAccount);
             const paymentFundingAccounts = getAllFundingAccounts([], paymentAccountsView.paymentAccounts, paymentAccountListState.paymentAccountBalanceFetchStatus);
-            transferFromAccounts = [...depositFundingFromLimit, ...paymentFundingAccounts];
+            transferFromAccounts = [
+                ...depositFundingFromLimit,
+                ...paymentFundingAccounts,
+            ];
         }
     }
     const reducedFetchState = reduceAnyCompletedFetchState([

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

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

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

@@ -9,8 +9,8 @@ import { getAllFundingAccounts } from '../../commonSetup/setupViewSelector';
 import { accountTypeSubConfigCodeToAccType } from '../../helpers';
 import { getAllDepositAccounts } from '../../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../../zeniAccounts/paymentAccountList/paymentAccountListSelector';
-import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { updateCreditAccountRepaymentAmountAndDate } from '../chargeCardList/chargeCardListReducer';
+import { addRepaymentToChargeCardPaymentHistory } from '../chargeCardPaymentHistory/chargeCardPaymentHistoryReducer';
 import { initiateChargeCardRepayment, updateChargeCardRepaymentStatus, } from './chargeCardRepaymentDetailReducer';
 export const initiateChargeCardRepaymentEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(initiateChargeCardRepayment.match), switchMap((action) => {
     const state = state$.value;

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

@@ -115,8 +115,28 @@ export const updateBusinessVerificationDetailsEpic = (actions$, state$, zeniAPI)
         return from([]);
     }
 }));
+/** US Nexus API keys. Form may submit these or display labels; we send keys to API. */
+const US_NEXUS_KEYS = new Set([
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+]);
+/** Maps display label → API key for US nexus types (English labels from strings). */
+const US_NEXUS_LABEL_TO_KEY = {
+    Employees: 'employees',
+    Customers: 'customers',
+    'Physical office or facility': 'physical_office',
+    'Banking relationships': 'banking_relationships',
+};
+function toUsNexusTypeKey(value) {
+    if (US_NEXUS_KEYS.has(value)) {
+        return value;
+    }
+    return US_NEXUS_LABEL_TO_KEY[value] ?? value;
+}
 export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendForVerification, companyAddressData, registeredAddressData, setupViewType) => {
-    const { companyDescription, companyLegalName, companyIndustry, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, sourceOfFunds, } = companyLocalData;
+    const { companyDescription, companyLegalName, companyIndustry, companyIndustryType, companySubIndustry, countriesOfOperations, companySourceOfFunds, companySourceOfFundsDescription, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, website, incDate, taxIdOrEIN, phone, syncToken, fileIds, typeOfIncorporation, stateOfIncorporation, sourceOfFunds, } = companyLocalData;
     const company = {
         is_ready_for_verification: sendForVerification,
         file_ids: fileIds,
@@ -167,9 +187,55 @@ export const toBusinessVerificationCompanyDataPayload = (companyLocalData, sendF
     if (typeOfIncorporation != null) {
         company['company_inc_type'] = typeOfIncorporation;
     }
+    if (stateOfIncorporation != null) {
+        company['company_inc_state'] = stateOfIncorporation;
+    }
     if (companyIndustry != null) {
         company['company_industry'] = companyIndustry;
     }
+    Object.assign(company, {
+        ...(companyIndustryType != null && {
+            company_industry_type: companyIndustryType,
+        }),
+        ...(companySubIndustry != null && {
+            company_industry_sub_type: companySubIndustry,
+        }),
+        ...(countriesOfOperations != null &&
+            countriesOfOperations.length > 0 && {
+            company_countries_of_operations: countriesOfOperations,
+        }),
+        ...(companySourceOfFunds != null && {
+            company_source_of_funds: companySourceOfFunds,
+        }),
+        ...(companySourceOfFundsDescription != null && {
+            company_source_of_funds_desc: companySourceOfFundsDescription,
+        }),
+        ...(transactionVolume != null && {
+            company_transaction_vol_expectations: transactionVolume,
+        }),
+        ...(transactionVolumeDescription != null && {
+            company_transaction_vol_expectations_desc: transactionVolumeDescription,
+        }),
+        ...(purposeOfAccount != null && {
+            company_purpose_of_account: purposeOfAccount,
+        }),
+        ...(purposeOfAccountDescription != null && {
+            company_purpose_of_account_desc: purposeOfAccountDescription,
+        }),
+        ...(regulatedStatus != null && {
+            company_regulated_states: regulatedStatus === 'yes',
+        }),
+        ...(regulatedStatusDescription != null && {
+            company_regulated_states_desc: regulatedStatusDescription,
+        }),
+        ...(usNexus != null && {
+            company_us_nexus: usNexus === 'yes',
+        }),
+        ...(usNexusTypes != null &&
+            usNexusTypes.length > 0 && {
+            company_us_nexus_desc: usNexusTypes.map(toUsNexusTypeKey),
+        }),
+    });
     if (setupViewType === 'zeni_treasury' && sourceOfFunds != null) {
         company['source_of_funds'] = sourceOfFunds;
     }

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

@@ -43,16 +43,21 @@ export const updateSetupViewLocalStoreDataEpic = (actions$, state$) => actions$.
  */
 export function toSetupViewLocalData(company, users, userRoles, primaryContact) {
     const { companyInfo, incInfo, taxInfo, questionaire, companyBillPayInfo } = company;
-    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, } = companyInfo;
+    const { companyId, companyDescription, companyLegalName, companyUrl, phone, syncToken, sourceOfFunds, companySourceOfFunds: incCompanySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
     const { usersSelectedForVerification: usersSelected } = companyBillPayInfo;
-    const { fileIds, companyIncDate: incDate, companyIncType } = incInfo;
+    const { fileIds, companyIncDate: incDate, companyIncType, companyIncState, companySubIndustry, companyIndustryType, } = incInfo;
     const { companyIndustry } = questionaire;
     const { taxId } = taxInfo;
     const companyDetails = {
         companyId,
         companyDescription,
         companyIndustry,
+        companyIndustryType,
         companyLegalName,
+        companySubIndustry,
+        companySourceOfFunds: incCompanySourceOfFunds,
+        companySourceOfFundsDescription,
+        countriesOfOperations,
         taxIdOrEIN: taxId,
         incDate,
         phone,
@@ -61,6 +66,15 @@ export function toSetupViewLocalData(company, users, userRoles, primaryContact)
         syncToken,
         typeOfIncorporation: companyIncType,
         sourceOfFunds,
+        stateOfIncorporation: companyIncState,
+        transactionVolume,
+        transactionVolumeDescription,
+        purposeOfAccount,
+        purposeOfAccountDescription,
+        regulatedStatus,
+        regulatedStatusDescription,
+        usNexus,
+        usNexusTypes,
     };
     let primaryContactDetails = undefined;
     if (primaryContact != null) {

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, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, } = 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 +123,11 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             companyDescription,
             companyLegalName,
             companyIndustry,
+            companyIndustryType,
+            companySubIndustry,
+            companySourceOfFunds,
+            companySourceOfFundsDescription,
+            countriesOfOperations,
             website,
             phone,
             taxIdOrEIN,
@@ -136,6 +141,15 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             primaryContactLocalData,
             typeOfIncorporation,
             sourceOfFunds,
+            transactionVolume,
+            transactionVolumeDescription,
+            purposeOfAccount,
+            purposeOfAccountDescription,
+            regulatedStatus,
+            regulatedStatusDescription,
+            stateOfIncorporation,
+            usNexus,
+            usNexusTypes,
         };
     }
     const companyOfficerLocalData = {