@zeniai/client-epic-state 5.0.83 → 5.0.84-beta0ND

package/lib/reducer.js

@@ -50,7 +50,6 @@ const billTransactionReducer_1 = __importStar(require("./entity/billPay/billTran
 const contactReducer_1 = __importStar(require("./entity/billPay/contact/contactReducer"));
 const recurringBillsReducer_1 = __importStar(require("./entity/billPay/recurringBills/recurringBillsReducer"));
 const cardPaymentReducer_1 = __importStar(require("./entity/cardPayment/cardPaymentReducer"));
-const cardPolicyReducer_1 = __importStar(require("./entity/cardPolicy/cardPolicyReducer"));
 const chargeCardReducer_1 = __importStar(require("./entity/chargeCard/chargeCardReducer"));
 const chargeCardRepaymentReducer_1 = __importStar(require("./entity/chargeCardRepayment/chargeCardRepaymentReducer"));
 const chargeCardTransactionReducer_1 = __importStar(require("./entity/chargeCardTransaction/chargeCardTransactionReducer"));
@@ -124,9 +123,6 @@ const bankAccountViewReducer_1 = __importStar(require("./view/bankAccountView/ba
 const billPayCardReducer_1 = __importStar(require("./view/billPayCard/billPayCardReducer"));
 const cardBalanceReducer_1 = __importStar(require("./view/cardBalance/cardBalanceReducer"));
 const cardPaymentViewReducer_1 = __importStar(require("./view/cardPayment/cardPaymentViewReducer"));
-const cardPolicyDetailReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer"));
-const cardPolicyListReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer"));
-const createCardPolicyReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer"));
 const cashBalanceReducer_1 = __importStar(require("./view/cashBalance/cashBalanceReducer"));
 const cashFlowReducer_1 = __importStar(require("./view/cashFlow/cashFlowReducer"));
 const cashInCashOutReducer_1 = __importStar(require("./view/cashInCashOut/cashInCashOutReducer"));
@@ -281,7 +277,6 @@ const initialEntitiesState = {
     bankAccountState: bankAccountReducer_1.initialState,
     billTransactionState: billTransactionReducer_1.initialState,
     cardPaymentState: cardPaymentReducer_1.initialState,
-    cardPolicyState: cardPolicyReducer_1.initialState,
     chargeCardState: chargeCardReducer_1.initialState,
     chargeCardRepaymentState: chargeCardRepaymentReducer_1.initialState,
     chargeCardTransactionState: chargeCardTransactionReducer_1.initialState,
@@ -366,8 +361,6 @@ const initialViewsState = {
     billsBulkActionViewState: billsBulkActionViewReducer_1.initialState,
     cardBalanceState: cardBalanceReducer_1.initialState,
     cardPaymentViewState: cardPaymentViewReducer_1.initialState,
-    cardPolicyDetailState: cardPolicyDetailReducer_1.initialState,
-    cardPolicyListState: cardPolicyListReducer_1.initialState,
     cardUserOnboardingState: cardUserOnboardingReducer_1.initialState,
     cashbackDetailState: cashbackDetailReducer_1.initialState,
     cashBalanceState: cashBalanceReducer_1.initialState,
@@ -391,7 +384,6 @@ const initialViewsState = {
     companyTaskManagerViewState: companyTaskManagerViewReducer_1.initialState,
     companyViewState: companyViewReducer_1.initialState,
     countryListState: countryListReducer_1.initialState,
-    createCardPolicyState: createCardPolicyReducer_1.initialState,
     creditAgentEntityState: creditAgentReducer_1.initialCreditAgentEntityState,
     creditAgentViewState: creditAgentViewReducer_1.initialState,
     dashboardLayoutState: dashboardLayoutReducer_1.initialState,
@@ -522,7 +514,6 @@ const entityReducers = {
     billPayConfigState: billPayConfigReducer_1.default,
     billTransactionState: billTransactionReducer_1.default,
     cardPaymentState: cardPaymentReducer_1.default,
-    cardPolicyState: cardPolicyReducer_1.default,
     chargeCardState: chargeCardReducer_1.default,
     chargeCardRepaymentState: chargeCardRepaymentReducer_1.default,
     chargeCardTransactionState: chargeCardTransactionReducer_1.default,
@@ -606,8 +597,6 @@ const viewReducers = {
     billsBulkActionViewState: billsBulkActionViewReducer_1.default,
     cardBalanceState: cardBalanceReducer_1.default,
     cardPaymentViewState: cardPaymentViewReducer_1.default,
-    cardPolicyDetailState: cardPolicyDetailReducer_1.default,
-    cardPolicyListState: cardPolicyListReducer_1.default,
     cardUserOnboardingState: cardUserOnboardingReducer_1.default,
     cashbackDetailState: cashbackDetailReducer_1.default,
     cashBalanceState: cashBalanceReducer_1.default,
@@ -631,7 +620,6 @@ const viewReducers = {
     companyTaskManagerViewState: companyTaskManagerViewReducer_1.default,
     companyViewState: companyViewReducer_1.default,
     countryListState: countryListReducer_1.default,
-    createCardPolicyState: createCardPolicyReducer_1.default,
     creditAgentEntityState: creditAgentReducer_1.default,
     creditAgentViewState: creditAgentViewReducer_1.default,
     dashboardState: dashboardReducer_1.default,

package/lib/view/aiCfoView/aiCfoViewReducer.d.ts

@@ -25,18 +25,17 @@ export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWit
 }, "aiCfoView/updateResponseState">, updateAiCfoViewScrollPosition: import("@reduxjs/toolkit").ActionCreatorWithPayload<number, "aiCfoView/updateAiCfoViewScrollPosition">, updateCurrentInput: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "aiCfoView/updateCurrentInput">, clearInput: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfoView/clearInput">, setSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     agentId: string;
     sessionId: string;
-}, "aiCfoView/setSession">, createSession: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[agentId: string, userId: string, contextRefId?: string | undefined, contextType?: string | undefined, pageContext?: string | undefined], {
+}, "aiCfoView/setSession">, createSession: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[agentId: string, userId: string, contextRefId?: string | undefined, contextType?: string | undefined], {
     agentId: string;
     contextRefId: string | undefined;
     contextType: string | undefined;
-    pageContext: string | undefined;
     userId: string;
 }, "aiCfoView/createSession", never, never>, createSessionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     agentId: string;
     sessionId: ID;
     contextMessage?: string;
     contextStatus?: ContextStatus;
-}, "aiCfoView/createSessionSuccess">, createSessionFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "aiCfoView/createSessionFailure">, createSessionAndSubmit: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[agentId: string, userId: string, questionAnswerId: string, questionId: string, createdAt: import("dayjs").Dayjs, question: string, files?: File[] | undefined, pageContext?: string | undefined], {
+}, "aiCfoView/createSessionSuccess">, createSessionFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "aiCfoView/createSessionFailure">, createSessionAndSubmit: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[agentId: string, userId: string, questionAnswerId: string, questionId: string, createdAt: import("dayjs").Dayjs, question: string, files?: File[] | undefined], {
     agentId: string;
     userId: string;
     questionAnswerId: string;
@@ -44,7 +43,6 @@ export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWit
     createdAt: import("dayjs").Dayjs;
     question: string;
     files: File[] | undefined;
-    pageContext: string | undefined;
 }, "aiCfoView/createSessionAndSubmit", never, never>, initializeNewSessionState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     agentId: string;
     sessionId: ID;
@@ -94,13 +92,6 @@ export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWit
     questionAnswerId: ID;
 }, "aiCfoView/updateCotCollapsedState">, fetchSuggestedQuestions: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     pageContext: AiCfoSuggestedQuestionsPageContext;
-    /**
-     * AI Card Creation flow: when true, the epic appends `&no_card_created=true`
-     * so the backend tailors prompts for a tenant that has not yet created a
-     * card. The bucket key is unchanged (`pageContext`); see
-     * `useFetchSuggestedQuestionsWhenReady` for the refetch-on-flag-flip rule.
-     */
-    noCardCreated?: boolean;
 }, "aiCfoView/fetchSuggestedQuestions">, fetchSuggestedQuestionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     generatedAt: string;
     pageContext: AiCfoSuggestedQuestionsPageContext;

package/lib/view/aiCfoView/aiCfoViewReducer.js

@@ -192,10 +192,8 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                 draft.createSessionState.fetchState = 'In-Progress';
                 draft.createSessionState.error = undefined;
             },
-            prepare(agentId, userId, contextRefId, contextType, pageContext) {
-                return {
-                    payload: { agentId, contextRefId, contextType, pageContext, userId },
-                };
+            prepare(agentId, userId, contextRefId, contextType) {
+                return { payload: { agentId, contextRefId, contextType, userId } };
             },
         },
         createSessionSuccess(draft, action) {
@@ -226,7 +224,7 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files) {
                 return {
                     payload: {
                         agentId,
@@ -236,7 +234,6 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                         createdAt,
                         question,
                         files,
-                        pageContext,
                     },
                 };
             },

package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js

@@ -69,11 +69,8 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.createSessionAndSubmit.match), (0, operators_1.switchMap)((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
-    const payload = {
-        agent_id: agentId,
-        ...(pageContext != null && { page_context: pageContext }),
-    };
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, } = action.payload;
+    const payload = { agent_id: agentId };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)
         .pipe((0, operators_1.mergeMap)((response) => {

package/lib/view/aiCfoView/epics/createSessionEpic.js

@@ -8,12 +8,11 @@ const responsePayload_1 = require("../../../responsePayload");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
 const createSessionEpic = (actions$, _, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.createSession.match), (0, operators_1.switchMap)((action) => {
-    const { agentId, contextRefId, contextType, pageContext, userId } = action.payload;
+    const { agentId, contextRefId, contextType, userId } = action.payload;
     const payload = {
         agent_id: agentId,
         ...(contextRefId != null && { context_ref_id: contextRefId }),
         ...(contextType != null && { context_type: contextType }),
-        ...(pageContext != null && { page_context: pageContext }),
     };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)

package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts

@@ -4,12 +4,5 @@ import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess } from '../aiCfoViewReducer';
 export type ActionType = ReturnType<typeof fetchSuggestedQuestions> | ReturnType<typeof fetchSuggestedQuestionsSuccess> | ReturnType<typeof fetchSuggestedQuestionsFailure>;
-/**
- * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
- *
- * Appends `&no_card_created=true` when the action payload sets
- * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
- * has not yet created any card). Any other value omits the flag entirely so
- * the existing call sites continue to issue the unchanged request.
- */
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
 export declare const fetchSuggestedQuestionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -5,23 +5,13 @@ const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../responsePayload");
 const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
-/**
- * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
- *
- * Appends `&no_card_created=true` when the action payload sets
- * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
- * has not yet created any card). Any other value omits the flag entirely so
- * the existing call sites continue to issue the unchanged request.
- */
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
 const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 (0, operators_1.mergeMap)((action) => {
-    const { pageContext, noCardCreated } = action.payload;
+    const { pageContext } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
-    if (noCardCreated === true) {
-        query.set('no_card_created', 'true');
-    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
     return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {

package/lib/view/companyView/companyViewReducer.d.ts

@@ -68,7 +68,17 @@ export declare const fetchCompanyPassportView: import("@reduxjs/toolkit").Action
     enabled: boolean;
 }, "companyView/updateAccountingClassesEnabled", never, never>, updateAccountingClassesEnabledSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateAccountingClassesEnabledSuccess">, updateAccountingClassesEnabledFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "companyView/updateAccountingClassesEnabledFailure">, companyPassportUpdatePrimaryContact: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, primaryContact: PrimaryContactLocalData], {
+}, "companyView/updateAccountingClassesEnabledFailure">, updateCapitalizationThreshold: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, capitalizationThreshold: number | null, capitalizationThresholdMaxCeiling: number | null, dismissOnboardingForPopupType?: "prepaid" | "fixed_asset" | undefined], {
+    companyId: string;
+    capitalizationThreshold: number | null;
+    capitalizationThresholdMaxCeiling: number | null;
+    dismissOnboardingForPopupType: "prepaid" | "fixed_asset" | undefined;
+}, "companyView/updateCapitalizationThreshold", never, never>, updateCapitalizationThresholdSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateCapitalizationThresholdSuccess">, updateCapitalizationThresholdFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    status: ZeniAPIStatus;
+}, "companyView/updateCapitalizationThresholdFailure">, dismissCapitalizationOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, popupType: "prepaid" | "fixed_asset"], {
+    companyId: string;
+    popupType: "prepaid" | "fixed_asset";
+}, "companyView/dismissCapitalizationOnboarding", never, never>, companyPassportUpdatePrimaryContact: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, primaryContact: PrimaryContactLocalData], {
     companyId: string;
     primaryContact: PrimaryContactLocalData;
 }, "companyView/companyPassportUpdatePrimaryContact", never, never>, companyPassportUpdatePrimaryContactSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {

package/lib/view/companyView/companyViewReducer.js

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
-exports.updateMetaDataOnSendMonthEndReport = void 0;
+exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationThresholdFailure = exports.updateCapitalizationThresholdSuccess = exports.updateCapitalizationThreshold = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
 const companyManagementViewState_1 = require("./types/companyManagementViewState");
@@ -314,6 +314,50 @@ const companyView = (0, toolkit_1.createSlice)({
                 error: action.payload.status,
             };
         },
+        updateCapitalizationThreshold: {
+            prepare(companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType) {
+                return {
+                    payload: {
+                        companyId,
+                        capitalizationThreshold,
+                        capitalizationThresholdMaxCeiling,
+                        dismissOnboardingForPopupType,
+                    },
+                };
+            },
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.capitalizationThresholdUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        updateCapitalizationThresholdSuccess(draft) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCapitalizationThresholdFailure(draft, action) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        dismissCapitalizationOnboarding: {
+            prepare(companyId, popupType) {
+                return { payload: { companyId, popupType } };
+            },
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // No loading state needed — fire-and-forget
+            },
+        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -587,5 +631,5 @@ const companyView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateCapitalizationThreshold = _a.updateCapitalizationThreshold, exports.updateCapitalizationThresholdSuccess = _a.updateCapitalizationThresholdSuccess, exports.updateCapitalizationThresholdFailure = _a.updateCapitalizationThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateTenantCapitalizationOnboardingDismissed> | ReturnType<typeof openSnackbar> | ReturnType<typeof dismissCapitalizationOnboarding>;
+export declare const dismissCapitalizationOnboardingEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,29 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.dismissCapitalizationOnboardingEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.dismissCapitalizationOnboarding.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, popupType } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const body = popupType === 'prepaid'
+        ? { capitalization_onboarding_shown_for_prepaid: true }
+        : { capitalization_onboarding_shown_for_fixed_asset: true };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && tenantId != null) {
+            return (0, rxjs_1.from)([
+                (0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
+                    tenantId,
+                    popupType,
+                }),
+            ]);
+        }
+        return (0, rxjs_1.from)([]);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.from)([])));
+}));
+exports.dismissCapitalizationOnboardingEpic = dismissCapitalizationOnboardingEpic;

package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationThreshold } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { updateCapitalizationThreshold, updateCapitalizationThresholdFailure, updateCapitalizationThresholdSuccess } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantCapitalizationThreshold> | ReturnType<typeof updateTenantCapitalizationOnboardingDismissed> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCapitalizationThreshold> | ReturnType<typeof updateCapitalizationThresholdSuccess> | ReturnType<typeof updateCapitalizationThresholdFailure>;
+export declare const updateCapitalizationThresholdEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,83 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCapitalizationThresholdEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
+const tenantReducer_1 = require("../../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../../responsePayload");
+const companyViewReducer_1 = require("../../companyViewReducer");
+const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCapitalizationThreshold.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType, } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const body = {
+        capitalization_threshold: capitalizationThreshold,
+        capitalization_threshold_max_ceiling: capitalizationThresholdMaxCeiling,
+    };
+    if (dismissOnboardingForPopupType === 'prepaid') {
+        body.capitalization_onboarding_shown_for_prepaid = true;
+    }
+    else if (dismissOnboardingForPopupType === 'fixed_asset') {
+        body.capitalization_onboarding_shown_for_fixed_asset = true;
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            const companies = response.data?.companies ?? [];
+            const actions = [];
+            if (companies.length > 0) {
+                actions.push((0, companyReducer_1.updateCompanies)({
+                    payload: companies,
+                    schema: {},
+                }));
+            }
+            if (tenantId != null) {
+                actions.push((0, tenantReducer_1.updateTenantCapitalizationThreshold)({
+                    tenantId,
+                    capitalizationThreshold,
+                    capitalizationThresholdMaxCeiling,
+                }));
+                if (dismissOnboardingForPopupType != null) {
+                    actions.push((0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
+                        tenantId,
+                        popupType: dismissOnboardingForPopupType,
+                    }));
+                }
+            }
+            actions.push((0, companyViewReducer_1.updateCapitalizationThresholdSuccess)());
+            actions.push((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'capitalization_threshold_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            return (0, rxjs_1.from)([
+                (0, companyViewReducer_1.updateCapitalizationThresholdFailure)({
+                    status: response.status,
+                }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'capitalization_threshold_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateCapitalizationThresholdFailure)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Capitalization Threshold errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'capitalization_threshold_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateCapitalizationThresholdEpic = updateCapitalizationThresholdEpic;

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

@@ -5,6 +5,7 @@ import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData }
 export type UpdateActionType = 'company_update' | 'user_create' | 'user_update';
 export interface CompanyPassportViewState extends CommonState, FetchedState {
     accountingClassesUpdateStatus: FetchStateAndError;
+    capitalizationThresholdUpdateStatus: FetchStateAndError;
     companyDetails: {
         updateStatus: FetchStateAndError;
         localData?: CompanyDetailsLocalData;

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

@@ -8,6 +8,10 @@ exports.initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    capitalizationThresholdUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -20,7 +20,7 @@ export interface SaveReconciliationDetailFailurePayload {
     error: ZeniAPIStatus;
     fetchStateByAction: SaveReconcileDetailActionPayload;
 }
-export declare const toReconciliationTabsType: (v: string) => "review" | "reconcile";
+export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
 export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
 declare const toReconReconcileSortKeysType: (v: string) => "date" | "amount" | "type" | "account" | "memo" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
 export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;

package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusFailure, fetchAiAgentsActivationStatusSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof fetchAiAgentsActivationStatus> | ReturnType<typeof fetchAiAgentsActivationStatusSuccess> | ReturnType<typeof fetchAiAgentsActivationStatusFailure>;
+export declare const fetchAiAgentsActivationStatusEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js

@@ -0,0 +1,49 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchAiAgentsActivationStatusEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
+const toPhaseStatus = (raw) => {
+    if (raw === 'idle' ||
+        raw === 'starting' ||
+        raw === 'building' ||
+        raw === 'ready') {
+        return raw;
+    }
+    return 'idle';
+};
+const toPhase = (section, row) => ({
+    key: row.key,
+    section,
+    status: toPhaseStatus(row.status),
+    startedAt: row.started_at,
+    completedAt: row.completed_at,
+});
+const toCounts = (payload) => ({
+    customerCount: payload?.customer_count ?? 0,
+    glAccountCount: payload?.gl_account_count ?? 0,
+    targetTransactionCount: payload?.target_transaction_count ?? 0,
+    transactionCount: payload?.transaction_count ?? 0,
+    vendorCount: payload?.vendor_count ?? 0,
+});
+const fetchAiAgentsActivationStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatus.match), (0, operators_1.mergeMap)(() => {
+    const url = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-agents-activation/status`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const ledgerPhases = (response.data.ledger_section ?? []).map((row) => toPhase('ledger', row));
+            const backgroundPhases = (response.data.background_section ?? []).map((row) => toPhase('background', row));
+            return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusSuccess)({
+                ledgerPhases,
+                backgroundPhases,
+                counts: toCounts(response.data.counts),
+            }));
+        }
+        return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)(response.status));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetchAiAgentsActivationStatus errored out ' +
+        JSON.stringify(error))))));
+}));
+exports.fetchAiAgentsActivationStatusEpic = fetchAiAgentsActivationStatusEpic;

package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiFinanceTeamSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof acknowledgeOnboardingAiFinanceTeam> | ReturnType<typeof updateCompanies> | ReturnType<typeof openSnackbar> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamSuccess> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamFailure>;
+export declare const acknowledgeOnboardingAiFinanceTeamEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;