@zeniai/client-epic-state 5.1.0-betaSS3 → 5.1.1-beta0ND

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([])));
+}));

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

@@ -0,0 +1,98 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCapitalizationAccountOverride, updateTenantCapitalizationOnboardingDismissed, } from '../../../../entity/tenant/tenantReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess, } from '../../companyViewReducer';
+export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationAccountThreshold.match), switchMap((action) => {
+    const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    let finalOverrides;
+    if (allOverrides !== undefined) {
+        finalOverrides = allOverrides ?? {};
+    }
+    else {
+        finalOverrides = {
+            ...(tenantId != null
+                ? state$.value.tenantState.tenantsById[tenantId]
+                    ?.capitalizableAccountOverrides
+                : {}),
+        };
+        if (threshold === null) {
+            delete finalOverrides[accountId];
+        }
+        else {
+            finalOverrides[accountId] = threshold;
+        }
+    }
+    const body = {
+        capitalizable_account_overrides: Object.keys(finalOverrides).length > 0 ? finalOverrides : null,
+    };
+    if (dismissOnboardingForAccount === true) {
+        body.capitalization_onboarding_dismissed_accounts = { [accountId]: true };
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const companies = response.data?.companies ?? [];
+            const actions = [];
+            if (companies.length > 0) {
+                actions.push(updateCompanies({
+                    payload: companies,
+                    schema: {},
+                }));
+            }
+            if (tenantId != null) {
+                actions.push(updateTenantCapitalizationAccountOverride({
+                    tenantId,
+                    accountId,
+                    threshold,
+                    allOverrides: allOverrides !== undefined
+                        ? Object.keys(finalOverrides).length > 0
+                            ? finalOverrides
+                            : null
+                        : undefined,
+                }));
+                if (dismissOnboardingForAccount === true) {
+                    actions.push(updateTenantCapitalizationOnboardingDismissed({
+                        tenantId,
+                        accountId,
+                    }));
+                }
+            }
+            actions.push(updateCapitalizationAccountThresholdSuccess());
+            actions.push(openSnackbar({
+                messageSection: 'capitalization_threshold_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        else {
+            return from([
+                updateCapitalizationAccountThresholdFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'capitalization_threshold_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        updateCapitalizationAccountThresholdFailure({
+            status: createZeniAPIStatus('Unexpected error', 'Update Capitalization Threshold errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        openSnackbar({
+            messageSection: 'capitalization_threshold_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -21,7 +21,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
             fetchReviewCompanyView(),
             fetchCompanyHealthMetricView(),
             fetchCompanyMetaData(),
-            fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false),
+            fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false),
             fetchCompanyHealthMetricConfig(),
         ]);
     }
@@ -74,7 +74,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push(fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false));
+            fetchActions.push(fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false));
         }
         return from(fetchActions);
     }

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

@@ -5,6 +5,10 @@ export const initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    capitalizationThresholdUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/esm/view/createTransferEntry/createTransferEntryReducer.js

@@ -0,0 +1,82 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { initialCreateTransferEntryState, } from './createTransferEntryState';
+export const initialState = initialCreateTransferEntryState;
+const createTransferEntrySlice = createSlice({
+    name: 'createTransferEntry',
+    initialState,
+    reducers: {
+        fetchAccountsForTransferFlow(draft, action) {
+            const slice = draft.transferAccountsByType[action.payload.kind];
+            // Idempotent: a duplicate dispatch must not briefly downgrade
+            // 'Completed' back to 'In-Progress' (would clear loaded data from a
+            // consumer's perspective) nor restart the in-flight epic stream.
+            // The hook (`useFetchTransferAccountsForFlow`) is the sole caller and
+            // already dedupes via `store.getState()`; this guard is defense in
+            // depth for any future caller.
+            if (slice.fetchState === 'In-Progress' ||
+                slice.fetchState === 'Completed') {
+                return;
+            }
+            slice.fetchState = 'In-Progress';
+        },
+        updateAccountsForTransferFlow(draft, action) {
+            const slice = draft.transferAccountsByType[action.payload.kind];
+            slice.fetchState = 'Completed';
+            slice.accountIds = action.payload.accountIds;
+        },
+        updateAccountsForTransferFlowFailure(draft, action) {
+            draft.transferAccountsByType[action.payload.kind].fetchState = 'Error';
+        },
+        createTransferEntry: {
+            prepare(payload) {
+                return { payload };
+            },
+            /**
+             * Defense-in-depth: clear any stale `lastTransferEntryReplacement` on a
+             * fresh dispatch so a second `createTransferEntry` never inherits the
+             * previous run's replacement signal (e.g. if the prior `timer(0)` cleanup
+             * never fired). Mirrors the host hook's `consumedReplacementRef` guard
+             * (see `useTransferEntryRouteReplacement` in zeni-web-app-ui).
+             */
+            reducer(draft) {
+                draft.createTransferEntryStatus = 'In-Progress';
+                draft.lastTransferEntryReplacement = undefined;
+            },
+        },
+        createTransferEntrySuccess(draft) {
+            draft.createTransferEntryStatus = 'Completed';
+        },
+        createTransferEntryFailure(draft) {
+            draft.createTransferEntryStatus = 'Error';
+        },
+        resetCreateTransferEntryStatus(draft) {
+            draft.createTransferEntryStatus = 'Not-Started';
+        },
+        createTransferEntryReplacedTransaction: {
+            prepare(previousTransactionId, newTransactionId) {
+                return { payload: { newTransactionId, previousTransactionId } };
+            },
+            reducer(draft, action) {
+                draft.lastTransferEntryReplacement = action.payload;
+            },
+        },
+        /**
+         * One-shot acknowledgement: the host has consumed the route-replacement
+         * signal and navigated to the new transaction url, so we can drop the
+         * record. Re-dispatching is idempotent.
+         */
+        clearTransferEntryRouteReplacement(draft) {
+            draft.lastTransferEntryReplacement = undefined;
+        },
+        /**
+         * Full slice reset. Dispatched from `clearAllEpic` on tenant switch so
+         * stale per-tenant state (account-id pools, status, replacement signal)
+         * doesn't bleed across tenants.
+         */
+        clearCreateTransferEntry(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchAccountsForTransferFlow, updateAccountsForTransferFlow, updateAccountsForTransferFlowFailure, createTransferEntry, createTransferEntrySuccess, createTransferEntryFailure, resetCreateTransferEntryStatus, createTransferEntryReplacedTransaction, clearTransferEntryRouteReplacement, clearCreateTransferEntry, } = createTransferEntrySlice.actions;
+export default createTransferEntrySlice.reducer;