@zeniai/client-epic-state 5.0.81 → 5.0.82-beta0ND

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

@@ -1,66 +1,32 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
+exports.clearKycKybAutofillForSetup = exports.applyKybDocumentAutofillForSetup = exports.applyKycDocumentAutofillForSetup = exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
+const emptyOfficerSlot = {
+    autoFilledFields: [],
+    localData: undefined,
+    sendOtpStatus: initialFetchStatus,
+    otpverificationStatus: initialFetchStatus,
+};
 exports.initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    companyDetails: {},
+    companyDetails: { autoFilledFields: [] },
     companyOfficerUpdateStatus: {
-        Officer_1: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
+        Officer_1: { ...emptyOfficerSlot },
+        Officer_2: { ...emptyOfficerSlot },
+        Officer_3: { ...emptyOfficerSlot },
+        Officer_4: { ...emptyOfficerSlot },
+        Officer_5: { ...emptyOfficerSlot },
+        Officer_6: { ...emptyOfficerSlot },
+        Officer_7: { ...emptyOfficerSlot },
+        Officer_8: { ...emptyOfficerSlot },
+        Officer_9: { ...emptyOfficerSlot },
+        Officer_10: { ...emptyOfficerSlot },
     },
     primaryContactDetails: {},
 };
@@ -301,7 +267,60 @@ const setupView = (0, toolkit_1.createSlice)({
         clearSetupView(draft) {
             Object.assign(draft, exports.initialState);
         },
+        /**
+         * Merge AI-parsed officer fields into the selected officer's localData and
+         * track which field names were autofilled so the form can show the ✦ badge.
+         */
+        applyKycDocumentAutofillForSetup: {
+            reducer(draft, action) {
+                const { officerType, values, autoFilledFieldNames } = action.payload;
+                const slot = draft.companyOfficerUpdateStatus[officerType];
+                slot.localData = Object.assign({}, slot.localData, values);
+                slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /**
+         * Merge AI-parsed company fields into companyDetails.localData and track
+         * which field names were autofilled.
+         */
+        applyKybDocumentAutofillForSetup: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                draft.companyDetails.autoFilledFields = Array.from(new Set([
+                    ...draft.companyDetails.autoFilledFields,
+                    ...autoFilledFieldNames,
+                ]));
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /**
+         * Wipe AI-autofill badges. If `officerType` is provided, clears only that
+         * officer; otherwise clears company details too.
+         */
+        clearKycKybAutofillForSetup: {
+            reducer(draft, action) {
+                const { officerType } = action.payload;
+                if (officerType != null) {
+                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
+                }
+                else {
+                    draft.companyDetails.autoFilledFields = [];
+                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
+                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
+                    });
+                }
+            },
+            prepare(payload = {}) {
+                return { payload };
+            },
+        },
     },
 });
-_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView;
+_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView, exports.applyKycDocumentAutofillForSetup = _a.applyKycDocumentAutofillForSetup, exports.applyKybDocumentAutofillForSetup = _a.applyKybDocumentAutofillForSetup, exports.clearKycKybAutofillForSetup = _a.clearKycKybAutofillForSetup;
 exports.default = setupView.reducer;

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

@@ -54,6 +54,8 @@ export interface FundingAccount {
 }
 export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     additionalFiles: File[];
+    /** Field names in this officer's localData populated by AI doc autofill. */
+    autoFilledFields: string[];
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     otpverificationStatus: FetchStateAndError;
     sendOtpStatus: FetchStateAndError;
@@ -62,6 +64,8 @@ export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     addressStatus?: NewAddressData;
 }
 export interface CompanyDetails {
+    /** Field names in companyDetails localData populated by AI doc autofill. */
+    autoFilledFields: string[];
     companyFiles: File[];
     companyId: ID;
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;

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

@@ -124,6 +124,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
+            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -196,6 +197,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
+                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds),
                 additionalFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,

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

@@ -81,9 +81,21 @@ export interface SetupViewLocalData {
  */
 export interface CompanyAndIdentityDetails {
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} that were populated by AI
+         * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.
+         * Always present (empty when no autofill has run yet).
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document. Drives the ✦ sparkle in the form.
+         * Always present (empty when no autofill has run yet).
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;

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

@@ -0,0 +1,125 @@
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+import { ID } from '../../../../commonStateTypes/common';
+/**
+ * Form-side identity document types as picked in `SelectDocumentField`.
+ * These are camelCase per the web-components convention.
+ */
+export type KycSelectDocumentType = 'driverLicense' | 'passport' | 'ssnCard' | 'stateId';
+/**
+ * KYC document types accepted by the document-service parsers (snake_case).
+ * Subset of {@link KycKybProvidedDocumentType}. `stateId` from the form maps
+ * to no parser today and is skipped at dispatch time.
+ */
+export type KycProvidedDocumentType = 'passport' | 'driving_license' | 'social_security_card';
+/** KYB document types accepted by the document-service parsers. */
+export type KybProvidedDocumentType = 'certificate_of_incorporation' | 'tax_ein';
+/** All KYC / KYB document types accepted by document-communication-agent. */
+export type KycKybProvidedDocumentType = KycProvidedDocumentType | KybProvidedDocumentType;
+/** Field value with model confidence (0..1) as returned by ExtendAI parsers. */
+export interface FieldWithConfidence<T = string | null> {
+    confidence: number;
+    value: T | null;
+}
+/**
+ * Parser payloads — keep in sync with document-service
+ * `processors/parsers/extend_*_parser.py`.
+ */
+export interface ExtendPassportParsed {
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    gender?: FieldWithConfidence;
+    issuing_authority?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    mrz_line_1?: FieldWithConfidence;
+    mrz_line_2?: FieldWithConfidence;
+    nationality?: FieldWithConfidence;
+    passport_number?: FieldWithConfidence;
+    place_of_birth?: FieldWithConfidence;
+}
+export interface ExtendDrivingLicenseParsed {
+    address_city?: FieldWithConfidence;
+    address_state?: FieldWithConfidence;
+    address_street?: FieldWithConfidence;
+    address_zip?: FieldWithConfidence;
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    issuing_state?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    license_number?: FieldWithConfidence;
+    middle_name?: FieldWithConfidence;
+}
+export interface ExtendSsnCardParsed {
+    full_name?: FieldWithConfidence;
+}
+export interface ExtendCertificateOfIncorporationParsed {
+    company_address?: FieldWithConfidence;
+    company_legal_name?: FieldWithConfidence;
+    countries_of_operations?: FieldWithConfidence<string[]>;
+    date_of_incorporation?: FieldWithConfidence;
+    ein?: FieldWithConfidence;
+    industry?: FieldWithConfidence;
+    phone_number?: FieldWithConfidence;
+    product_description?: FieldWithConfidence;
+    purpose_of_account?: FieldWithConfidence;
+    registered_address?: FieldWithConfidence;
+    regulated_status?: FieldWithConfidence;
+    source_of_funds?: FieldWithConfidence;
+    state_of_incorporation?: FieldWithConfidence;
+    sub_industry?: FieldWithConfidence;
+    sub_us_nexus?: FieldWithConfidence;
+    transaction_volume_expectations?: FieldWithConfidence;
+    type_of_incorporation?: FieldWithConfidence;
+    us_nexus?: FieldWithConfidence;
+    website?: FieldWithConfidence;
+}
+export interface ExtendTaxEinParsed {
+    ein?: FieldWithConfidence;
+    irs_address?: FieldWithConfidence;
+    legal_business_name?: FieldWithConfidence;
+    trade_name?: FieldWithConfidence;
+}
+/** POST /1.0/documents/process/sync request body. */
+export interface SyncDocumentsProcessRequest {
+    files: Array<{
+        file_id: ID;
+    }>;
+    provided_document_type: KycKybProvidedDocumentType;
+    metadata?: {
+        source?: string;
+    } & Record<string, unknown>;
+    processing_priority?: number;
+}
+/** POST /1.0/documents/process/sync response body. */
+export interface SyncDocumentsProcessResponse {
+    data: ExtendPassportParsed | ExtendDrivingLicenseParsed | ExtendSsnCardParsed | ExtendCertificateOfIncorporationParsed | ExtendTaxEinParsed | null;
+    status: {
+        code: number;
+        message: string;
+    };
+}
+/**
+ * Discriminator for which Redux slice to apply the autofill to — setup pages
+ * (`spendManagement/commonSetup`) and onboarding (`onboardingView/customerView`)
+ * share the same field shapes but live in separate slices.
+ */
+export type KycKybAutofillTarget = 'setup' | 'onboarding';
+/** Confidence floor below which we drop an autofill candidate. */
+export declare const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export declare const toKycProvidedDocumentType: (selectType: KycSelectDocumentType) => KycProvidedDocumentType | null;

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

@@ -0,0 +1,32 @@
+"use strict";
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toKycProvidedDocumentType = exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = void 0;
+/** Confidence floor below which we drop an autofill candidate. */
+exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};
+exports.toKycProvidedDocumentType = toKycProvidedDocumentType;

package/lib/view/tasksCard/tasksCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getTasksCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/topEx/topExSelector.d.ts

@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
 import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
 import { TopExState } from './topExState';
 export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
-    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/transactionDetail/transactionDetailPayload.d.ts

@@ -3,7 +3,7 @@ import { TransactionPayload } from '../../entity/transaction/payloadTypes/transa
 import { SupportedTransactionPayload } from '../../entity/transaction/transactionState';
 import { VendorPayload } from '../../entity/vendor/vendorPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
-interface TransactionDetailPayload {
+export interface TransactionDetailPayload {
     query: {
         transaction_id: string;
         transaction_type: string;

package/lib/view/transactionDetail/transactionDetailSelector.d.ts

@@ -1,7 +1,8 @@
 import { NestedAccountHierarchyForReport } from '../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../commonStateTypes/classesView/nestedClassID';
-import { FetchStateAndError } from '../../commonStateTypes/common';
+import { FetchState, FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../entity/account/accountState';
 import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
 import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
 import { Vendor } from '../../entity/vendor/vendorState';
@@ -17,6 +18,9 @@ export interface TransactionDetailReport extends SelectorView {
     allVendors: Vendor[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
+    createTransferEntryStatus: FetchState;
+    /** Resolved credit-card pool for credit_card_payment transfer drawer. */
+    creditCardTransferAccountsList: AccountBase[];
     deleteStatusByAttachmentName: Record<string, FetchStateAndError>;
     hasInFlightCategoryClassRecommendations: boolean;
     isAccountingClassesEnabled: boolean;
@@ -25,6 +29,7 @@ export interface TransactionDetailReport extends SelectorView {
     projectList: ProjectListSelectorView;
     transactionDetailLocalData: TransactionDetailLocalData;
     transactionDetailUpdateStatus: FetchStateAndError;
+    transferAccounts: AccountBase[];
     isUpdateNotAllowed?: boolean;
     transaction?: SupportedTransactionWithCOT;
 }

package/lib/view/transactionDetail/transactionDetailSelector.js

@@ -15,6 +15,7 @@ const vendorSelector_1 = require("../../entity/vendor/vendorSelector");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const accountListSelector_1 = require("../accountList/accountListSelector");
 const classListSelector_1 = require("../classList/classListSelector");
+const createTransferEntrySelector_1 = require("../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../projectList/projectListSelector");
 const transactionDetailState_1 = require("./transactionDetailState");
 // "Any line on this transaction is fetching category/class recommendations?"
@@ -39,7 +40,7 @@ const getDetailInFlightRecommendations = (state, transactionId) => {
 };
 exports.getDetailInFlightRecommendations = getDetailInFlightRecommendations;
 const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
-    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
+    const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, createTransferEntryState, projectState, projectListState, } = state;
     const detailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const transactionDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, detailKey);
     let fetchState = {
@@ -106,6 +107,7 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         : [];
     const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
     const vendors = (0, vendorSelector_1.getVendorsByVendorIds)(vendorState, vendorListState.vendorIds);
+    const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
     const hasInFlightCategoryClassRecommendations = (0, exports.getDetailInFlightRecommendations)(state, transactionId);
     return {
         reportId: 'transaction_detail',
@@ -124,6 +126,9 @@ const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = tr
         classList: classList,
         hasInFlightCategoryClassRecommendations,
         isAccountingClassesEnabled,
+        createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
+        creditCardTransferAccountsList,
+        transferAccounts: transferAccountsList,
         isAccountingProjectsEnabled,
         projectList,
         isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.81",
+  "version": "5.0.82-beta0ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -33,39 +33,6 @@
       "require": "./lib/view/*.js"
     }
   },
-  "scripts": {
-    "clean": "rimraf lib",
-    "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
-    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
-    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
-    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
-    "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
-    "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",
-    "tsc-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh",
-    "typecheck": "tsc --noEmit",
-    "find-dead-code": "ts-prune | grep -v '(used in module)'",
-    "find-unused-exports": "ts-unused-exports ./tsconfig.json",
-    "circular-dependency": "npx madge --circular --extensions ts ./src",
-    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck (incl. lint-modified-files)...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
-    "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
-    "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
-    "check-version": "node ./scripts/check_version.js",
-    "prepublishOnly": "chmod +x ./scripts/branch_validation.sh && ./scripts/branch_validation.sh && pnpm update-slack-group-topic && pnpm run check-version && pnpm clean && pnpm build",
-    "version": "git add -A src",
-    "postversion": "git push && git push --tags",
-    "check-dependencies": "node ./scripts/check_dependencies.js",
-    "clean-overrides": "node ./scripts/clean_overrides.js",
-    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
-    "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
-    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
-    "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",
-    "build-beta-and-copy": "chmod +x ./scripts/build_and_copy.sh && ./scripts/build_and_copy.sh",
-    "pr-approvals-update": "chmod +x ./scripts/pr_approvals.sh && ./scripts/pr_approvals.sh",
-    "raise-pr-automation": "chmod +x ./scripts/raise_pr_automation.sh && ./scripts/raise_pr_automation.sh",
-    "test:file": "scripts/test-file.sh"
-  },
   "files": [
     "lib/**/*"
   ],
@@ -136,32 +103,37 @@
     "dayjs": "^1.10.7",
     "url-parse": "^1.5.10"
   },
-  "pnpm": {
-    "overrides": {
-      "@babel/helpers": ">=7.26.10",
-      "@babel/runtime": ">=7.26.10",
-      "@babel/traverse": ">=7.23.2",
-      "@eslint/eslintrc>ajv": ">=6.14.0 <7",
-      "@eslint/plugin-kit": ">=0.3.4",
-      "@modelcontextprotocol/sdk": ">=1.25.2",
-      "ajv": ">=8.18.0",
-      "body-parser": ">=2.2.1",
-      "brace-expansion": ">=5.0.6",
-      "cross-spawn": ">=7.0.5",
-      "eslint>ajv": ">=6.14.0 <7",
-      "flatted": ">=3.4.2",
-      "glob": ">=11.1.0",
-      "hono": ">=4.11.4",
-      "immutable": ">=4.3.8 <5",
-      "js-yaml": ">=4.1.1",
-      "minimatch": ">=10.2.3",
-      "picomatch": ">=4.0.4",
-      "postcss": ">=8.5.12",
-      "qs": "^6.14.1",
-      "rollup": ">=4.59.0",
-      "tough-cookie": "=4.1.3",
-      "vite": ">=7.3.2 <8",
-      "yaml": ">=1.10.3"
-    }
+  "scripts": {
+    "clean": "rimraf lib",
+    "test:typecheck": "echo 'Typechecking test files...' && NODE_OPTIONS=--max-old-space-size=4096 time tsc -p tsconfig.typecheck.json",
+    "test:typecheck-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh master tsconfig.typecheck.json",
+    "test": "pnpm lint-modified-files && pnpm test:typecheck-modified-files && vitest run --typecheck",
+    "test:full": "vitest run --typecheck",
+    "lint": "eslint . --ext .js,.jsx,.ts,.tsx --max-warnings 0 --fix",
+    "lint-modified-files": "chmod +x ./scripts/lint-modified-files.sh && ./scripts/lint-modified-files.sh",
+    "lint:fix-modified-files": "chmod +x ./scripts/lint-modified-files.sh && LINT_FIX=true ./scripts/lint-modified-files.sh",
+    "tsc-modified-files": "chmod +x ./scripts/tsc-modified-files.sh && ./scripts/tsc-modified-files.sh",
+    "typecheck": "tsc --noEmit",
+    "find-dead-code": "ts-prune | grep -v '(used in module)'",
+    "find-unused-exports": "ts-unused-exports ./tsconfig.json",
+    "circular-dependency": "npx madge --circular --extensions ts ./src",
+    "build": "concurrently --kill-others-on-fail --handle-input \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck (incl. lint-modified-files)...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
+    "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
+    "check-version": "node ./scripts/check_version.js",
+    "version": "git add -A src",
+    "postversion": "git push && git push --tags",
+    "check-dependencies": "node ./scripts/check_dependencies.js",
+    "clean-overrides": "node ./scripts/clean_overrides.js",
+    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
+    "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
+    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
+    "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",
+    "build-beta-and-copy": "chmod +x ./scripts/build_and_copy.sh && ./scripts/build_and_copy.sh",
+    "pr-approvals-update": "chmod +x ./scripts/pr_approvals.sh && ./scripts/pr_approvals.sh",
+    "raise-pr-automation": "chmod +x ./scripts/raise_pr_automation.sh && ./scripts/raise_pr_automation.sh",
+    "test:file": "scripts/test-file.sh"
   }
-}
+}