@zeniai/client-epic-state 5.1.0-betaSS3 → 5.1.0

package/lib/esm/reducer.js

@@ -11,6 +11,7 @@ import billTransaction, { initialState as initialBillTransactionState, } from '.
 import contact, { initialState as initialContactState, } from './entity/billPay/contact/contactReducer';
 import recurringBill, { initialState as initialRecurringBillState, } from './entity/billPay/recurringBills/recurringBillsReducer';
 import cardPayment, { initialState as initialCardPaymentState, } from './entity/cardPayment/cardPaymentReducer';
+import cardPolicy, { initialState as initialCardPolicyState, } from './entity/cardPolicy/cardPolicyReducer';
 import chargeCard, { initialState as initialChargeCardState, } from './entity/chargeCard/chargeCardReducer';
 import chargeCardRepayment, { initialState as initialChargeCardRepaymentState, } from './entity/chargeCardRepayment/chargeCardRepaymentReducer';
 import chargeCardTransaction, { initialState as initialChargeCardTransactionState, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
@@ -84,6 +85,9 @@ import bankAccountView, { initialState as initialBankAccountView, } from './view
 import billPayCard, { initialState as initialBillPayCardState, } from './view/billPayCard/billPayCardReducer';
 import cardBalance, { initialState as initialCardBalanceState, } from './view/cardBalance/cardBalanceReducer';
 import cardPaymentView, { initialState as initialCardPaymentViewState, } from './view/cardPayment/cardPaymentViewReducer';
+import cardPolicyDetail, { initialState as initialCardPolicyDetailState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import cardPolicyList, { initialState as initialCardPolicyListState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import createCardPolicy, { initialState as initialCreateCardPolicyState, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import cashBalance, { initialState as initialCashBalanceState, } from './view/cashBalance/cashBalanceReducer';
 import cashFlow, { initialState as initialCashFlowState, } from './view/cashFlow/cashFlowReducer';
 import cashInCashOut, { initialState as initialCashInCashOutState, } from './view/cashInCashOut/cashInCashOutReducer';
@@ -98,6 +102,7 @@ import companyHealthMetricView, { initialState as initialCompanyHealthMetricView
 import companyMonthEndReportView, { initialState as initialCompanyMonthEndReportViewState, } from './view/companyMonthEndReportView/companyMonthEndReportViewReducer';
 import companyTaskManagerView, { initialState as initialCompanyTaskManagerViewState, } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import companyView, { initialState as initialCompanyViewState, } from './view/companyView/companyViewReducer';
+import createTransferEntry, { initialState as initialCreateTransferEntryState, } from './view/createTransferEntry/createTransferEntryReducer';
 import creditAgentView, { initialState as initialCreditAgentViewState, } from './view/creditAgentView/creditAgentViewReducer';
 import dashboard, { initialState as initialDashboardState, } from './view/dashboard/dashboardReducer';
 import dashboardLayout, { initialState as initialDashboardLayoutState, } from './view/dashboardLayout/dashboardLayoutReducer';
@@ -157,6 +162,8 @@ import internationalWireVerification, { initialState as initialInternationalWire
 import magicLinkView, { initialState as initialMagicLinkViewState, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
 import previousBills, { initialState as initialPreviousBillsState, } from './view/spendManagement/billPay/previousBills/previousBillsReducer';
 import wiseRedirect, { initialState as initialWiseRedirectState, } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
+import autoSweepFlow, { initialState as initialAutoSweepFlowState, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
+import cashManagementOverview, { initialState as initialCashManagementOverviewState, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import cardUserOnboarding, { initialState as initialCardUserOnboardingState, } from './view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import cashbackDetail, { initialState as initialCashbackDetailState, } from './view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import chargeCardConfig, { initialState as initialChargeCardConfigState, } from './view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -237,6 +244,7 @@ const initialEntitiesState = {
     bankAccountState: initialBankAccountState,
     billTransactionState: initialBillTransactionState,
     cardPaymentState: initialCardPaymentState,
+    cardPolicyState: initialCardPolicyState,
     chargeCardState: initialChargeCardState,
     chargeCardRepaymentState: initialChargeCardRepaymentState,
     chargeCardTransactionState: initialChargeCardTransactionState,
@@ -308,6 +316,7 @@ const initialViewsState = {
     arAgingState: initialArAgingState,
     auditReportViewState: initialAuditReportViewState,
     authenticationViewState: initialAuthenticationViewState,
+    autoSweepFlowState: initialAutoSweepFlowState,
     autotransferRulesState: initialAutotransferRulesState,
     balanceSheetState: initialBalanceSheetState,
     bankAccountViewState: initialBankAccountView,
@@ -321,11 +330,14 @@ const initialViewsState = {
     billsBulkActionViewState: initialBillsBulkActionViewState,
     cardBalanceState: initialCardBalanceState,
     cardPaymentViewState: initialCardPaymentViewState,
+    cardPolicyDetailState: initialCardPolicyDetailState,
+    cardPolicyListState: initialCardPolicyListState,
     cardUserOnboardingState: initialCardUserOnboardingState,
     cashbackDetailState: initialCashbackDetailState,
     cashBalanceState: initialCashBalanceState,
     cashFlowState: initialCashFlowState,
     cashInCashOutState: initialCashInCashOutState,
+    cashManagementOverviewState: initialCashManagementOverviewState,
     cashPositionState: initialCashPositionState,
     chargeCardConfigState: initialChargeCardConfigState,
     chargeCardDetailState: initialChargeCardDetailState,
@@ -344,6 +356,7 @@ const initialViewsState = {
     companyTaskManagerViewState: initialCompanyTaskManagerViewState,
     companyViewState: initialCompanyViewState,
     countryListState: initialCountryListState,
+    createCardPolicyState: initialCreateCardPolicyState,
     creditAgentEntityState: initialCreditAgentEntityState,
     creditAgentViewState: initialCreditAgentViewState,
     dashboardLayoutState: initialDashboardLayoutState,
@@ -360,6 +373,7 @@ const initialViewsState = {
     expenseAutomationReconciliationViewState: initialExpenseAutomationReconciliationViewState,
     expenseAutomationTransactionsViewState: initialExpenseAutomationTransactionsViewState,
     expenseAutomationViewState: initialExpenseAutomationViewState,
+    createTransferEntryState: initialCreateTransferEntryState,
     expressPayState: initialExpressPayState,
     featureNotificationViewState: initialFeatureNotificationViewState,
     fileViewState: initialFileViewState,
@@ -473,6 +487,7 @@ const entityReducers = {
     billPayConfigState: billPayConfig,
     billTransactionState: billTransaction,
     cardPaymentState: cardPayment,
+    cardPolicyState: cardPolicy,
     chargeCardState: chargeCard,
     chargeCardRepaymentState: chargeCardRepayment,
     chargeCardTransactionState: chargeCardTransaction,
@@ -544,6 +559,7 @@ const viewReducers = {
     arAgingState: arAging,
     auditReportViewState: auditReportView,
     authenticationViewState: authentication,
+    autoSweepFlowState: autoSweepFlow,
     autotransferRulesState: autotransferRules,
     balanceSheetState: balanceSheet,
     bankAccountViewState: bankAccountView,
@@ -556,11 +572,14 @@ const viewReducers = {
     billsBulkActionViewState: billsBulkActionView,
     cardBalanceState: cardBalance,
     cardPaymentViewState: cardPaymentView,
+    cardPolicyDetailState: cardPolicyDetail,
+    cardPolicyListState: cardPolicyList,
     cardUserOnboardingState: cardUserOnboarding,
     cashbackDetailState: cashbackDetail,
     cashBalanceState: cashBalance,
     cashFlowState: cashFlow,
     cashInCashOutState: cashInCashOut,
+    cashManagementOverviewState: cashManagementOverview,
     cashPositionState: cashPosition,
     chargeCardConfigState: chargeCardConfig,
     chargeCardDetailState: chargeCardDetail,
@@ -579,6 +598,7 @@ const viewReducers = {
     companyTaskManagerViewState: companyTaskManagerView,
     companyViewState: companyView,
     countryListState: countryList,
+    createCardPolicyState: createCardPolicy,
     creditAgentEntityState: creditAgentEntity,
     creditAgentViewState: creditAgentView,
     dashboardState: dashboard,
@@ -595,6 +615,7 @@ const viewReducers = {
     expenseAutomationReconciliationViewState: expenseAutomationReconciliationView,
     expenseAutomationTransactionsViewState: expenseAutomationTransactionsView,
     expenseAutomationViewState: expenseAutomationView,
+    createTransferEntryState: createTransferEntry,
     expressPayState: expressPay,
     featureNotificationViewState: featureNotificationView,
     fileViewState: fileView,

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -188,8 +188,10 @@ const aiCfoView = createSlice({
                 draft.createSessionState.fetchState = 'In-Progress';
                 draft.createSessionState.error = undefined;
             },
-            prepare(agentId, userId, contextRefId, contextType) {
-                return { payload: { agentId, contextRefId, contextType, userId } };
+            prepare(agentId, userId, contextRefId, contextType, pageContext) {
+                return {
+                    payload: { agentId, contextRefId, contextType, pageContext, userId },
+                };
             },
         },
         createSessionSuccess(draft, action) {
@@ -220,7 +222,7 @@ const aiCfoView = createSlice({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
                 return {
                     payload: {
                         agentId,
@@ -230,6 +232,7 @@ const aiCfoView = createSlice({
                         createdAt,
                         question,
                         files,
+                        pageContext,
                     },
                 };
             },

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

@@ -66,8 +66,11 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createSessionAndSubmit.match), switchMap((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, } = action.payload;
-    const payload = { agent_id: agentId };
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
+    const payload = {
+        agent_id: agentId,
+        ...(pageContext != null && { page_context: pageContext }),
+    };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)
         .pipe(mergeMap((response) => {

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

@@ -5,11 +5,12 @@ import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload
 import { date as zeniDate } from '../../../zeniDayJS';
 import { createSession, createSessionFailure, createSessionSuccess, } from '../aiCfoViewReducer';
 export const createSessionEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(createSession.match), switchMap((action) => {
-    const { agentId, contextRefId, contextType, userId } = action.payload;
+    const { agentId, contextRefId, contextType, pageContext, 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/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -2,13 +2,23 @@ import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, } from '../aiCfoViewReducer';
-/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+/**
+ * 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.
+ */
 export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 mergeMap((action) => {
-    const { pageContext } = action.payload;
+    const { pageContext, noCardCreated } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
+    if (noCardCreated === true) {
+        query.set('no_card_created', 'true');
+    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -3,7 +3,8 @@ export const initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    pageToken: null,
+    from: 0,
+    filters: {},
 };
 const initialMetrics = {
     closed: 0,
@@ -18,6 +19,13 @@ export const initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: initialUIState,
+    cockpitContext: {
+        fetchState: 'Not-Started',
+        error: undefined,
+        companyIds: [],
+        userIds: [],
+        userGroupIds: [],
+    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -28,10 +36,11 @@ const companyTaskManagerView = createSlice({
     initialState,
     reducers: {
         fetchCompanyTaskManagerView: {
-            prepare(pageToken, sortKey, sortOrder, keepExistingListItems = true, searchString) {
+            prepare(from, sortKey, sortOrder, keepExistingListItems = true, searchString, filters) {
                 return {
                     payload: {
-                        pageToken,
+                        from,
+                        filters,
                         searchString,
                         sortKey,
                         sortOrder,
@@ -40,10 +49,10 @@ const companyTaskManagerView = createSlice({
                 };
             },
             reducer(draft, action) {
-                const { pageToken, searchString, sortKey, sortOrder, keepExistingListItems, } = action.payload;
+                const { from, searchString, sortKey, sortOrder, keepExistingListItems } = action.payload;
                 draft.uiState.sortKey = sortKey;
                 draft.uiState.sortOrder = sortOrder;
-                draft.uiState.pageToken = pageToken;
+                draft.uiState.from = from;
                 if (keepExistingListItems === false) {
                     draft.taskIds = [];
                 }
@@ -56,15 +65,14 @@ const companyTaskManagerView = createSlice({
         },
         updateCompanyTaskManagerViewOnSuccess(draft, action) {
             const { data } = action.payload;
-            const { tasks, query, total_count } = data;
+            const tasks = data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             draft.fetchState = 'Completed';
             draft.error = undefined;
             draft.taskIds = [...draft.taskIds, ...tasks.map((task) => task.task_id)];
-            // consider total count only when fetching for first time
-            if (draft.uiState.filterText === '' && draft.uiState.pageToken == null) {
-                draft.totalTaskCount = total_count;
+            if (draft.uiState.filterText === '' && draft.uiState.from === 0) {
+                draft.totalTaskCount = data.total;
             }
-            draft.uiState.pageToken = query.page_token;
+            draft.uiState.from = data.from + data.limit;
         },
         updateCompanyTaskManagerViewOnFailure: {
             reducer(draft, action) {
@@ -85,10 +93,30 @@ const companyTaskManagerView = createSlice({
         updateTaskManagerMetricsOnFailure(draft) {
             draft.metricsFetchState = 'Error';
         },
+        updateCompanyTaskManagerViewFilters(draft, action) {
+            if (action.payload.filters != null) {
+                draft.uiState.filters = action.payload.filters;
+            }
+        },
+        fetchCockpitContext(draft) {
+            draft.cockpitContext.fetchState = 'In-Progress';
+            draft.cockpitContext.error = undefined;
+        },
+        updateCockpitContextOnSuccess(draft, action) {
+            draft.cockpitContext.fetchState = 'Completed';
+            draft.cockpitContext.error = undefined;
+            draft.cockpitContext.companyIds = action.payload.companyIds;
+            draft.cockpitContext.userIds = action.payload.userIds;
+            draft.cockpitContext.userGroupIds = action.payload.userGroupIds;
+        },
+        updateCockpitContextOnFailure(draft, action) {
+            draft.cockpitContext.fetchState = 'Error';
+            draft.cockpitContext.error = action.payload;
+        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, } = companyTaskManagerView.actions;
+export const { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnSuccess, updateCompanyTaskManagerViewOnFailure, fetchTaskManagerMetrics, updateTaskManagerMetrics, updateTaskManagerMetricsOnFailure, clearCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, fetchCockpitContext, updateCockpitContextOnSuccess, updateCockpitContextOnFailure, } = companyTaskManagerView.actions;
 export default companyTaskManagerView.reducer;

package/lib/esm/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -1,10 +1,11 @@
 import { createSelector } from '@reduxjs/toolkit';
-import { getCompanyByCompanyId } from '../../entity/company/companySelector';
+import { reduceAnyFetchState } from '../../commonStateTypes/reduceFetchState';
+import { getCompanyByCompanyId, getCompanyByCompanyIds, } from '../../entity/company/companySelector';
 import { getTagsByIds } from '../../entity/tag/tagSelector';
 import { getTaskById } from '../../entity/task/taskSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../entity/user/userSelector';
 export const getCompanyTaskManagerView = createSelector((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
+    const { taskIds, uiState, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = getTaskById(taskState, taskId);
@@ -26,13 +27,22 @@ export const getCompanyTaskManagerView = createSelector((state) => state.company
             }
         }
     });
+    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
+    const companies = getCompanyByCompanyIds(companyState, allCompanyIds).map((c) => c.company);
+    const users = getUsersByUserIds(userState, companyTaskManagerViewState.cockpitContext.userIds);
+    const fetchStateAndError = reduceAnyFetchState([
+        companyTaskManagerViewState,
+        companyTaskManagerViewState.cockpitContext,
+    ]);
     return {
+        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState,
-        error,
+        fetchState: fetchStateAndError.fetchState,
+        error: fetchStateAndError.error,
         totalTaskCount,
+        users,
     };
 });

package/lib/esm/view/companyTaskManagerView/epics/fetchCockpitContextEpic.js

@@ -0,0 +1,38 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { updateAllUserGroups } from '../../../entity/userGroups/userGroupsReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchCockpitContext, updateCockpitContextOnFailure, updateCockpitContextOnSuccess, } from '../companyTaskManagerViewReducer';
+export const fetchCockpitContextEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCockpitContext.match), switchMap(() => zeniAPI
+    .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/cockpit-context`)
+    .pipe(mergeMap((response) => {
+    if (isSuccessResponse(response) && response.data != null) {
+        const companies = response.data?.companies ?? [];
+        const users = response.data?.users ?? [];
+        const userGroups = response.data?.user_groups ?? [];
+        const companyIds = companies.map((company) => company.company_id);
+        const userIds = users.map((user) => user.user_id);
+        const userGroupIds = userGroups.map((userGroup) => userGroup.id);
+        const actions = [
+            updateCompanies({
+                payload: response.data.companies,
+                schema: {},
+            }),
+            updateAllUsers({ users: response.data.users }),
+            updateAllUserGroups({
+                userGroups: response.data.user_groups,
+            }),
+            updateCockpitContextOnSuccess({
+                companyIds,
+                userIds,
+                userGroupIds,
+            }),
+        ];
+        return from(actions);
+    }
+    else {
+        return of(updateCockpitContextOnFailure(response.status));
+    }
+}), catchError((error) => of(updateCockpitContextOnFailure(createZeniAPIStatus('Unexpected error', 'Cockpit context fetch errored out' + JSON.stringify(error))))))));

package/lib/esm/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.js

@@ -1,51 +1,35 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
-import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
-import { updateAllUsers } from '../../../entity/user/userReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../companyTaskManagerViewReducer';
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
+const DEFAULT_PAGE_SIZE = 100;
 export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
-    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
+    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
-        page_token: pageToken,
+        size: DEFAULT_PAGE_SIZE,
+        from: fromOffset,
+        global_search: searchString ?? '',
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
-        search_text: searchString ?? '',
-        view: 'cockpit_task_manager_view',
+        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
+        ...(filters?.categories != null && filters.categories.length > 0
+            ? { filter_by: toFilterByPayload(filters) }
+            : {}),
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            const tasksList = response.data.tasks;
+            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             const actions = [
                 updateCompanyTaskManagerViewOnSuccess({
                     data: response.data,
                 }),
                 updateTasks(tasksList),
-                updateCompanies({
-                    payload: response.data.companies,
-                    schema: {},
-                }),
-                updateTags(tasksList.map((task) => task.tags).flat()),
-                updateAllUsers({ users: response.data.users }),
+                updateTags(tasksList.flatMap((task) => task.tags)),
             ];
             return from(actions);
         }
@@ -62,3 +46,28 @@ export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => a
         return from(actions);
     }));
 }));
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
+const toFilterByPayload = (filters) => {
+    if (filters.categories == null) {
+        return [];
+    }
+    return filters.categories.map((category) => ({
+        field: category.field ?? '',
+        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
+        values: category.values.map((v) => String(v)),
+        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
+    }));
+};

package/lib/esm/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.js

@@ -0,0 +1,16 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, } from '../companyTaskManagerViewReducer';
+export const updateCompanyTaskManagerViewFiltersEpic = (actions$, state$) => actions$.pipe(filter(updateCompanyTaskManagerViewFilters.match), switchMap((action) => {
+    const filters = action.payload.filters;
+    const allCategoriesValid = filters?.categories == null
+        ? true
+        : filters?.categories?.every((category) => category.field != null &&
+            category.values != null &&
+            category.values.length > 0);
+    if (!allCategoriesValid) {
+        return EMPTY;
+    }
+    const { uiState } = state$.value.companyTaskManagerViewState;
+    return of(fetchCompanyTaskManagerView(0, uiState.sortKey, uiState.sortOrder, false, uiState.filterText, filters));
+}));

package/lib/esm/view/companyView/companyViewReducer.js

@@ -309,6 +309,51 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
+        updateCapitalizationAccountThreshold: {
+            prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
+                return {
+                    payload: {
+                        companyId,
+                        accountId,
+                        threshold,
+                        dismissOnboardingForAccount,
+                        allOverrides,
+                    },
+                };
+            },
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.capitalizationThresholdUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        updateCapitalizationAccountThresholdSuccess(draft) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCapitalizationAccountThresholdFailure(draft, action) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        dismissCapitalizationOnboarding: {
+            prepare(companyId, accountId) {
+                return { payload: { companyId, accountId } };
+            },
+            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;
@@ -582,5 +627,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

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

@@ -0,0 +1,25 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { isSuccessResponse } from '../../../../responsePayload';
+import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
+export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(dismissCapitalizationOnboarding.match), switchMap((action) => {
+    const { companyId, accountId } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const body = {
+        capitalization_onboarding_dismissed_accounts: { [accountId]: true },
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && tenantId != null) {
+            return from([
+                updateTenantCapitalizationOnboardingDismissed({
+                    tenantId,
+                    accountId,
+                }),
+            ]);
+        }
+        return from([]);
+    }), catchError(() => from([])));
+}));