@zeniai/client-epic-state 5.0.2 → 5.0.3-betaND1

package/lib/esm/index.js

@@ -606,6 +606,13 @@ export { fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskMan
 export { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryVideoViewed, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
+// ── AI Accountant Entity ──
+export { toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
+export { toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from './entity/aiAccountantCustomer/aiAccountantCustomerPayload';
+export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomer, updateAiAccountantJobs, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
+export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
+export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
 export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
 export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
 export { setNewSession, setSessions, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';

package/lib/esm/reducer.js

@@ -69,6 +69,8 @@ import accountMapping, { initialState as initialAccountMappingState, } from './v
 import addressView, { initialState as initialAddressViewState, } from './view/addressView/addressViewReducer';
 import aggregatedReport, { initialState as initialAggregatedReportViewState, } from './view/aiAgentPerformance/aggregatedReportViewReducer';
 import aiCfoView, { initialAiCfoViewState, } from './view/aiCfoView/aiCfoViewReducer';
+import aiAccountantCustomer, { initialAiAccountantCustomerState, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import aiAccountantView, { initialAiAccountantViewState, } from './view/aiAccountantView/aiAccountantViewReducer';
 import apAgingDetail, { initialState as initialApAgingDetailState, } from './view/apAgingView/apAgingDetail/apAgingDetailReducer';
 import apAging, { initialState as initialApAgingState, } from './view/apAgingView/apAgingReport/apAgingReducer';
 import arAgingDetail, { initialState as initialArAgingDetailState, } from './view/arAgingView/arAgingDetail/arAgingDetailReducer';
@@ -223,6 +225,7 @@ const initialEntitiesState = {
     accountReconState: initialAccountReconState,
     accountState: initialAccountState,
     addressState: initialAddressState,
+    aiAccountantCustomerState: initialAiAccountantCustomerState,
     aiCfoState: initialAiCfoState,
     approvalRuleState: initialApprovalRuleState,
     bankAccountState: initialBankAccountState,
@@ -291,6 +294,7 @@ const initialViewsState = {
     accountMappingState: initialAccountMappingState,
     addressViewState: initialAddressViewState,
     aggregatedReportViewState: initialAggregatedReportViewState,
+    aiAccountantViewState: initialAiAccountantViewState,
     aiCfoViewState: initialAiCfoViewState,
     apAgingDetailState: initialApAgingDetailState,
     apAgingState: initialApAgingState,
@@ -450,6 +454,7 @@ const entityReducers = {
     accountingSummaryState: accountingSummary,
     accountState: account,
     addressState: address,
+    aiAccountantCustomerState: aiAccountantCustomer,
     aiCfoState: aiCfo,
     approvalRuleState: approvalRule,
     bankAccountState: bankAccount,
@@ -519,6 +524,7 @@ const viewReducers = {
     accountMappingState: accountMapping,
     addressViewState: addressView,
     aggregatedReportViewState: aggregatedReport,
+    aiAccountantViewState: aiAccountantView,
     aiCfoViewState: aiCfoView,
     apAgingDetailState: apAgingDetail,
     apAgingState: apAging,

package/lib/esm/view/aiAccountantView/aiAccountantViewPayload.js

@@ -0,0 +1,2 @@
+// Re-export entity payload types and mapping functions.
+export { toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from '../../entity/aiAccountantCustomer/aiAccountantCustomerPayload';

package/lib/esm/view/aiAccountantView/aiAccountantViewReducer.js

@@ -0,0 +1,149 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialAiAccountantViewState = {
+    customersByTenantId: {},
+    customersFetchStatus: { fetchState: 'Not-Started' },
+    selectedTenantIdsForJobTrigger: [],
+    triggerJobStatus: { fetchState: 'Not-Started' },
+    uiState: {
+        filterText: '',
+        filters: {},
+        selectedCustomerTenantId: '',
+        sortKey: 'companyName',
+        sortOrder: 'ascending',
+    },
+};
+const aiAccountantView = createSlice({
+    name: 'aiAccountantView',
+    initialState: initialAiAccountantViewState,
+    reducers: {
+        // ── Customers ──
+        fetchAiAccountantCustomers(draft) {
+            draft.customersFetchStatus = { fetchState: 'In-Progress' };
+        },
+        updateAiAccountantCustomers(draft, action) {
+            draft.customersByTenantId = toCustomersByTenantId(action.payload, draft.customersByTenantId);
+            draft.customersFetchStatus = { fetchState: 'Completed' };
+        },
+        updateAiAccountantCustomersFailure(draft, action) {
+            draft.customersFetchStatus = {
+                fetchState: 'Error',
+                error: action.payload,
+            };
+        },
+        // ── Jobs ──
+        fetchAiAccountantJobs: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.jobsFetchStatus = { fetchState: 'In-Progress' };
+                }
+            },
+            prepare(tenantId, fetchNextPage) {
+                return { payload: { tenantId, fetchNextPage: fetchNextPage ?? false } };
+            },
+        },
+        updateAiAccountantJobs: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.jobsFetchStatus = { fetchState: 'Completed' };
+                    customerView.jobsPageToken = action.payload.nextPageToken;
+                }
+            },
+            prepare(tenantId, nextPageToken) {
+                return { payload: { tenantId, nextPageToken: nextPageToken ?? null } };
+            },
+        },
+        updateAiAccountantJobsFailure(draft, action) {
+            const customerView = draft.customersByTenantId[action.payload.tenantId];
+            if (customerView != null) {
+                customerView.jobsFetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            }
+        },
+        setSelectedTenantIdsForJobTrigger(draft, action) {
+            draft.selectedTenantIdsForJobTrigger = action.payload;
+        },
+        // ── Trigger Job ──
+        triggerAiAccountantJob: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.triggerJobStatus = { fetchState: 'In-Progress' };
+            },
+            prepare(operationType, startDate, endDate) {
+                return { payload: { operationType, startDate, endDate } };
+            },
+        },
+        triggerAiAccountantJobSuccess(draft) {
+            draft.triggerJobStatus = { fetchState: 'Completed' };
+        },
+        triggerAiAccountantJobFailure(draft, action) {
+            draft.triggerJobStatus = { fetchState: 'Error', error: action.payload };
+        },
+        // ── Cancel Onboarding ──
+        cancelAiAccountantOnboarding: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = { fetchState: 'In-Progress' };
+                }
+            },
+            prepare(companyId, tenantId) {
+                return { payload: { companyId, tenantId } };
+            },
+        },
+        cancelAiAccountantOnboardingSuccess: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = { fetchState: 'Completed' };
+                }
+            },
+            prepare(tenantId) {
+                return { payload: { tenantId } };
+            },
+        },
+        cancelAiAccountantOnboardingFailure: {
+            reducer(draft, action) {
+                const customerView = draft.customersByTenantId[action.payload.tenantId];
+                if (customerView != null) {
+                    customerView.cancelOnboardingStatus = {
+                        fetchState: 'Error',
+                        error: action.payload.error,
+                    };
+                }
+            },
+            prepare(tenantId, error) {
+                return { payload: { tenantId, error } };
+            },
+        },
+        // ── UI State ──
+        updateAiAccountantUIState(draft, action) {
+            Object.assign(draft.uiState, action.payload);
+        },
+        // ── Clear ──
+        clearAiAccountantView() {
+            return initialAiAccountantViewState;
+        },
+    },
+});
+export const { cancelAiAccountantOnboarding, cancelAiAccountantOnboardingFailure, cancelAiAccountantOnboardingSuccess, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, triggerAiAccountantJobFailure, triggerAiAccountantJobSuccess, updateAiAccountantCustomers, updateAiAccountantCustomersFailure, updateAiAccountantJobs, updateAiAccountantJobsFailure, updateAiAccountantUIState, } = aiAccountantView.actions;
+export default aiAccountantView.reducer;
+// ── Helpers ──
+const toCustomersByTenantId = (customers, existing) => {
+    const result = {};
+    for (const payload of customers) {
+        const tenantId = payload.tenant_id;
+        const existingState = existing[tenantId];
+        result[tenantId] = existingState ?? {
+            cancelOnboardingStatus: { fetchState: 'Not-Started' },
+            jobsFetchStatus: { fetchState: 'Not-Started' },
+            jobsPageToken: null,
+            tenantId,
+        };
+    }
+    return result;
+};

package/lib/esm/view/aiAccountantView/aiAccountantViewSelector.js

@@ -0,0 +1,72 @@
+import { createSelector } from '@reduxjs/toolkit';
+import orderBy from 'lodash/orderBy';
+import { getAiAccountantCustomers, } from '../../entity/aiAccountantCustomer/aiAccountantCustomerSelector';
+export const getAiAccountantCockpitView = createSelector((state) => state.aiAccountantViewState, (state) => state.aiAccountantCustomerState, (state) => state.userState, (viewState, customerEntityState, userState) => {
+    const { customersByTenantId, customersFetchStatus, selectedTenantIdsForJobTrigger, triggerJobStatus, uiState, } = viewState;
+    const allCustomers = getAiAccountantCustomers(customerEntityState, userState);
+    let filteredCustomers = allCustomers;
+    // Text filter
+    const trimmedFilterText = uiState.filterText.trim();
+    if (trimmedFilterText.length > 0) {
+        const query = trimmedFilterText.toLowerCase();
+        filteredCustomers = filteredCustomers.filter((customer) => customer.companyName.toLowerCase().includes(query) ||
+            customer.tenantId.toLowerCase().includes(query));
+    }
+    // Cockpit filters (e.g. enrollmentStatus)
+    const enrollmentStatusFilter = uiState.filters.categories?.find((category) => category.field === 'enrollmentStatus');
+    if (enrollmentStatusFilter != null &&
+        enrollmentStatusFilter.values.length > 0) {
+        const selectedStatuses = enrollmentStatusFilter.values.map(String);
+        const isEqual = enrollmentStatusFilter.matchingOperator === 'equal';
+        filteredCustomers = filteredCustomers.filter((customer) => {
+            const status = customer.enrollment?.status ?? 'unknown';
+            const matches = selectedStatuses.includes(status);
+            return isEqual ? matches : !matches;
+        });
+    }
+    // Sorting
+    const sortedCustomers = getSortedCustomers(filteredCustomers, uiState.sortKey, uiState.sortOrder);
+    const selectedCustomersForJobTrigger = allCustomers.filter((customer) => selectedTenantIdsForJobTrigger.includes(customer.tenantId));
+    return {
+        averageAccuracy: calcOverallAverageAccuracy(allCustomers),
+        fetchState: customersFetchStatus.fetchState,
+        error: customersFetchStatus.error,
+        customers: sortedCustomers,
+        customerViewStateByTenantId: customersByTenantId,
+        selectedCustomersForJobTrigger,
+        triggerJobStatus,
+        uiState,
+    };
+});
+// ── Helpers ──
+const getSortedCustomers = (customers, sortKey, sortOrder) => {
+    const direction = sortOrder === 'ascending' ? 'asc' : 'desc';
+    return orderBy(customers, (customer) => {
+        switch (sortKey) {
+            case 'companyName':
+                return customer.companyName.toLowerCase();
+            case 'status':
+                return (customer.enrollment?.status ?? 'unknown').toLowerCase();
+            case 'bookcloseDate':
+                return customer.bookcloseDate?.valueOf() ?? 0;
+            case 'latestTraining':
+                return customer.enrollment?.latestTraining?.valueOf() ?? 0;
+            case 'latestSync':
+                return customer.enrollment?.latestTransactionSync?.valueOf() ?? 0;
+            case 'accuracy':
+                return customer.averageAccuracy;
+            default:
+                return customer.companyName.toLowerCase();
+        }
+    }, direction);
+};
+const calcOverallAverageAccuracy = (customers) => {
+    const customerAccuracies = customers
+        .map((customer) => customer.averageAccuracy)
+        .filter((accuracy) => accuracy > 0);
+    if (customerAccuracies.length === 0) {
+        return 0;
+    }
+    return (customerAccuracies.reduce((sum, accuracy) => sum + accuracy, 0) /
+        customerAccuracies.length);
+};

package/lib/esm/view/aiAccountantView/aiAccountantViewState.js

@@ -0,0 +1,11 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+const ALL_AI_ACCOUNTANT_SORT_KEYS = [
+    'companyName',
+    'status',
+    'bookcloseDate',
+    'latestTraining',
+    'latestSync',
+    'accuracy',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toAiAccountantSortKeyType = (v) => stringToUnion(v, ALL_AI_ACCOUNTANT_SORT_KEYS);

package/lib/esm/view/aiAccountantView/epics/cancelAiAccountantOnboardingEpic.js

@@ -0,0 +1,46 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { cancelAiAccountantOnboarding, cancelAiAccountantOnboardingFailure, cancelAiAccountantOnboardingSuccess, fetchAiAccountantCustomers, } from '../aiAccountantViewReducer';
+export const cancelAiAccountantOnboardingEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(cancelAiAccountantOnboarding.match), mergeMap((action) => {
+    const { tenantId, companyId } = action.payload;
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/cancel-onboarding`;
+    return zeniAPI
+        .postAndGetJSON(url, {
+        tenant_id: tenantId,
+        company_id: companyId,
+    })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                cancelAiAccountantOnboardingSuccess(tenantId),
+                fetchAiAccountantCustomers(),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        else {
+            return from([
+                cancelAiAccountantOnboardingFailure(tenantId, response.status),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        cancelAiAccountantOnboardingFailure(tenantId, createZeniAPIStatus('Unexpected error', 'AI Accountant cancel onboarding failed: ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'common',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantCustomersEpic.js

@@ -0,0 +1,27 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAiAccountantCustomers as updateAiAccountantCustomerEntities } from '../../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomersFailure, } from '../aiAccountantViewReducer';
+export const fetchAiAccountantCustomersEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(fetchAiAccountantCustomers.match), switchMap(() => {
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/customers`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const customers = response.data?.customers ?? [];
+            const users = response.data?.users ?? [];
+            return from([
+                updateAiAccountantCustomerEntities(customers),
+                updateAllUsers({ users }),
+                updateAiAccountantCustomers(customers),
+            ]);
+        }
+        else {
+            return of(updateAiAccountantCustomersFailure(response.status));
+        }
+    }), catchError((error) => of(updateAiAccountantCustomersFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant customers fetch failed: ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/aiAccountantView/epics/fetchAiAccountantJobsEpic.js

@@ -0,0 +1,47 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateAiAccountantJobs as updateAiAccountantJobEntities } from '../../../entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantJobs, updateAiAccountantJobs, updateAiAccountantJobsFailure, } from '../aiAccountantViewReducer';
+export const fetchAiAccountantJobsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchAiAccountantJobs.match), switchMap((action) => {
+    const { tenantId, fetchNextPage } = action.payload;
+    const rootState = state$.value;
+    const customerView = rootState.aiAccountantViewState.customersByTenantId[tenantId];
+    const pageToken = fetchNextPage && customerView?.jobsPageToken != null
+        ? customerView.jobsPageToken
+        : null;
+    const params = new URLSearchParams({
+        page_size: '50',
+        tenant_id: tenantId,
+    });
+    if (pageToken != null) {
+        params.set('page_token', pageToken);
+    }
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/jobs?${params.toString()}`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const jobs = response.data?.jobs ?? [];
+            const users = response.data?.users ?? [];
+            const nextPageToken = response.data?.next_page_token ?? null;
+            return from([
+                updateAllUsers({ users }),
+                updateAiAccountantJobEntities(tenantId, jobs, fetchNextPage),
+                updateAiAccountantJobs(tenantId, nextPageToken),
+            ]);
+        }
+        else {
+            return of(updateAiAccountantJobsFailure({
+                tenantId,
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(updateAiAccountantJobsFailure({
+        tenantId,
+        error: createZeniAPIStatus('Unexpected error', 'AI Accountant jobs fetch failed: ' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/aiAccountantView/epics/triggerAiAccountantJobEpic.js

@@ -0,0 +1,52 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAiAccountantCustomers, triggerAiAccountantJob, triggerAiAccountantJobFailure, triggerAiAccountantJobSuccess, } from '../aiAccountantViewReducer';
+export const triggerAiAccountantJobEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(triggerAiAccountantJob.match), mergeMap((action) => {
+    const { operationType, startDate, endDate } = action.payload;
+    const rootState = state$.value;
+    const selectedTenantIds = rootState.aiAccountantViewState.selectedTenantIdsForJobTrigger;
+    const base = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels`;
+    const url = `${base}/ai-accountant/jobs`;
+    const params = operationType === 'offboard'
+        ? {}
+        : { start_date: startDate, end_date: endDate };
+    return zeniAPI
+        .postAndGetJSON(url, {
+        tenant_ids: selectedTenantIds,
+        operation_type: operationType,
+        params,
+    })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                triggerAiAccountantJobSuccess(),
+                fetchAiAccountantCustomers(),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        else {
+            return from([
+                triggerAiAccountantJobFailure(response.status),
+                openSnackbar({
+                    messageSection: 'common',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        triggerAiAccountantJobFailure(createZeniAPIStatus('Unexpected error', 'AI Accountant trigger job failed: ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'common',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/taskManager/taskListView/epics/fetchTaskListEpic.js

@@ -3,16 +3,19 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateTags } from '../../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../../entity/task/taskReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { flattenTasksAndSubtasksForEntity, } from '../taskListPayload';
 import { fetchTaskList, updateTaskList, updateTaskListFetchStatus, } from '../taskListReducer';
 export const fetchTaskListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchTaskList.match), switchMap(() => {
     return zeniAPI
         .getJSON(`${zeniAPI.apiEndPoints.taskMicroServiceBaseUrl}/1.0/task-manager/tasks?query=${encodeURIComponent(`{"task_type": "all"}`)}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            return of(updateTasks(response.data.tasks), updateTaskList({
-                data: response.data.tasks,
+            const { tasks } = response.data;
+            const tasksForEntity = flattenTasksAndSubtasksForEntity(tasks);
+            return of(updateTasks(tasksForEntity), updateTaskList({
+                data: tasks,
                 updateType: 'replace',
-            }), updateTags(response.data.tasks.map((task) => task.tags).flat()));
+            }), updateTags(tasksForEntity.map((task) => task.tags).flat()));
         }
         else {
             return of(updateTaskListFetchStatus({

package/lib/esm/view/taskManager/taskListView/taskListPayload.js

@@ -1 +1,5 @@
-export {};
+/** Parent tasks and nested subtasks as flat `TaskPayload`s for `updateTasks`. */
+export const flattenTasksAndSubtasksForEntity = (tasks) => tasks.flatMap((task) => {
+    const { subtasks, ...parent } = task;
+    return [parent, ...(subtasks ?? [])];
+});

package/lib/esm/view/taskManager/taskListView/taskListReducer.js

@@ -30,6 +30,7 @@ const initialTaskIdsByDueDate = {
     upcoming: [],
 };
 export const initialState = {
+    subtaskIdsByParentTaskId: {},
     taskIds: [],
     taskIdsByGroupsIds: {},
     taskIdsByPriority: initialTaskIdsByPriority,
@@ -89,6 +90,7 @@ const taskList = createSlice({
             const { data } = action.payload;
             draft.fetchState = 'Completed';
             draft.error = undefined;
+            draft.subtaskIdsByParentTaskId = buildSubtaskIdsByParentTaskId(data);
             const { taskIds, taskIdsGroupedByPriority, taskIdsByGroupIds, taskIdsGroupedByStatus, taskIdsByAssignees, taskIdsByDueDate, taskIdsByTags, } = getGroupedTaskIds(data);
             draft.taskIds = taskIds;
             draft.taskIdsByGroupsIds = taskIdsByGroupIds;
@@ -488,6 +490,15 @@ const getTagsGroupKey = (tags) => {
     tagIds.sort();
     return tagIds.join(',');
 };
+const buildSubtaskIdsByParentTaskId = (tasks) => {
+    const subtaskIdsByParentTaskId = {};
+    tasks.forEach((task) => {
+        if (task.subtasks != null && task.subtasks.length > 0) {
+            subtaskIdsByParentTaskId[task.task_id] = task.subtasks.map((s) => s.task_id);
+        }
+    });
+    return subtaskIdsByParentTaskId;
+};
 const getGroupedTaskIds = (tasks) => {
     const taskIds = [];
     const taskIdsByGroupIds = {};

package/lib/esm/view/taskManager/taskListView/taskListSelector.js

@@ -43,6 +43,30 @@ const sortTasksList = (tagState, tasksList, sortKey, sortOrder) => {
     }, sortOrder);
     return tasksInOrder;
 };
+const taskToTaskWithUserDetails = (task, userState, userRoleState, addressState) => ({
+    ...task,
+    assigneeUsers: task.assignees
+        .map((userId) => getUserAndUserRole(userState, userRoleState, addressState, userId))
+        .filter((value) => value != null),
+    subtasks: [],
+});
+const attachSubtasksForTask = (taskWithAssignees, taskListState, taskState, userState, userRoleState, addressState) => {
+    const subtaskIds = taskListState.subtaskIdsByParentTaskId[taskWithAssignees.id] ?? [];
+    if (subtaskIds.length === 0) {
+        return { ...taskWithAssignees, subtasks: [] };
+    }
+    const subtasks = subtaskIds
+        .map((subtaskId) => {
+        const subtask = getTaskById(taskState, subtaskId);
+        if (subtask == null) {
+            return undefined;
+        }
+        const withAssignees = taskToTaskWithUserDetails(subtask, userState, userRoleState, addressState);
+        return attachSubtasksForTask(withAssignees, taskListState, taskState, userState, userRoleState, addressState);
+    })
+        .filter((value) => value != null);
+    return { ...taskWithAssignees, subtasks };
+};
 const getTasksWithUserDetails = ({ taskListState, taskState, userState, userRoleState, addressState, taskIds, tagState, }) => {
     const { sortKey, searchText } = taskListState.uiState;
     const sortOrder = getSortOrder(taskListState.uiState.sortOrder);
@@ -50,10 +74,8 @@ const getTasksWithUserDetails = ({ taskListState, taskState, userState, userRole
         .map((taskId) => {
         const task = getTaskById(taskState, taskId);
         if (task != null) {
-            const assigneeUsers = task.assignees
-                .map((userId) => getUserAndUserRole(userState, userRoleState, addressState, userId))
-                .filter((value) => value != null);
-            return { ...task, assigneeUsers };
+            const taskWithAssignees = taskToTaskWithUserDetails(task, userState, userRoleState, addressState);
+            return attachSubtasksForTask(taskWithAssignees, taskListState, taskState, userState, userRoleState, addressState);
         }
         return undefined;
     })
@@ -334,6 +356,7 @@ export const getAllTasks = createSelector((state) => state.taskListState, (state
     return {
         uiState: taskListState.uiState,
         filters: taskListState.filters,
+        subtaskIdsByParentTaskId: taskListState.subtaskIdsByParentTaskId,
         taskGroupTemplates,
         fetchState: fetchState,
         userList: getUserList(userState, userRoleState, userListViewState, 'taskManagerCandidate'),

package/lib/index.d.ts

@@ -863,6 +863,15 @@ export { Country };
 export { InternationalWireVerificationState, VerificationFormField, VerificationFormLocalData, FieldValueType, fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, InternationalWireVerificationView, };
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, ExpressPayFormLocalData, ExpressPayView, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryVideoViewed, FundAllocationOption, FundComposition, FundData, TreasurySetupView, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
+export { AiAccountantCustomer, AiAccountantCustomerState, AiAccountantEnrollment, AiAccountantEnrollmentStatus, AiAccountantJob, AiAccountantJobStatus, AiAccountantOperationType, toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
+export { AiAccountantCustomerPayload, AiAccountantEnrollmentPayload, AiAccountantJobPayload, toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from './entity/aiAccountantCustomer/aiAccountantCustomerPayload';
+export { AiAccountantCancelOnboardingResponse, AiAccountantCancelOnboardingResponseData, AiAccountantCustomersResponse, AiAccountantCustomersResponseData, AiAccountantJobsResponse, AiAccountantJobsResponseData, AiAccountantTriggerJobResponse, AiAccountantTriggerJobResponseData, } from './view/aiAccountantView/aiAccountantViewPayload';
+export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomer, updateAiAccountantJobs, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
+export { AiAccountantCustomerView, AiAccountantEnrollmentView, AiAccountantJobView, getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
+export { AiAccountantCustomerViewState, AiAccountantSortKey, AiAccountantUIState, AiAccountantViewState, } from './view/aiAccountantView/aiAccountantViewState';
+export { AiAccountantFilterCategoryField } from './view/companyView/types/cockpitTypes';
+export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
+export { AiAccountantCockpitView, getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
 export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
 export { AiCfoViewState, AiCfoViewUIState, SuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewState';
 export { FetchSuggestedQuestionsResponse, SuggestedQuestionsDataPayload, } from './view/aiCfoView/aiCfoViewPayload';