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

package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.js

@@ -1,13 +1,14 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearCompanyTaskManagerView = exports.updateTaskManagerMetricsOnFailure = exports.updateTaskManagerMetrics = exports.fetchTaskManagerMetrics = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
+exports.updateCockpitContextOnFailure = exports.updateCockpitContextOnSuccess = exports.fetchCockpitContext = exports.updateCompanyTaskManagerViewFilters = exports.clearCompanyTaskManagerView = exports.updateTaskManagerMetricsOnFailure = exports.updateTaskManagerMetrics = exports.fetchTaskManagerMetrics = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 exports.initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    pageToken: null,
+    from: 0,
+    filters: {},
 };
 const initialMetrics = {
     closed: 0,
@@ -22,6 +23,13 @@ exports.initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: exports.initialUIState,
+    cockpitContext: {
+        fetchState: 'Not-Started',
+        error: undefined,
+        companyIds: [],
+        userIds: [],
+        userGroupIds: [],
+    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -32,10 +40,11 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
     initialState: exports.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,
@@ -44,10 +53,10 @@ const companyTaskManagerView = (0, toolkit_1.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 = [];
                 }
@@ -60,15 +69,14 @@ const companyTaskManagerView = (0, toolkit_1.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) {
@@ -89,10 +97,30 @@ const companyTaskManagerView = (0, toolkit_1.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, exports.initialState);
         },
     },
 });
-_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.fetchTaskManagerMetrics = _a.fetchTaskManagerMetrics, exports.updateTaskManagerMetrics = _a.updateTaskManagerMetrics, exports.updateTaskManagerMetricsOnFailure = _a.updateTaskManagerMetricsOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView;
+_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.fetchTaskManagerMetrics = _a.fetchTaskManagerMetrics, exports.updateTaskManagerMetrics = _a.updateTaskManagerMetrics, exports.updateTaskManagerMetricsOnFailure = _a.updateTaskManagerMetricsOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView, exports.updateCompanyTaskManagerViewFilters = _a.updateCompanyTaskManagerViewFilters, exports.fetchCockpitContext = _a.fetchCockpitContext, exports.updateCockpitContextOnSuccess = _a.updateCockpitContextOnSuccess, exports.updateCockpitContextOnFailure = _a.updateCockpitContextOnFailure;
 exports.default = companyTaskManagerView.reducer;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.d.ts

@@ -14,10 +14,12 @@ export interface TaskWithCompanyDetail {
     task: Task;
 }
 export interface CompanyTaskManagerSelectorView extends SelectorView {
+    companies: Company[];
     metrics: TaskManagerMetrics;
     metricsFetchState: FetchState;
     tasksList: TaskWithCompanyDetail[];
     totalTaskCount: number;
     uiState: CompanyTaskManagerViewUIState;
+    users: User[];
 }
 export declare const getCompanyTaskManagerView: (state: RootState) => CompanyTaskManagerSelectorView;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.js

@@ -2,12 +2,13 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getCompanyTaskManagerView = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
 const companySelector_1 = require("../../entity/company/companySelector");
 const tagSelector_1 = require("../../entity/tag/tagSelector");
 const taskSelector_1 = require("../../entity/task/taskSelector");
 const userSelector_1 = require("../../entity/user/userSelector");
 exports.getCompanyTaskManagerView = (0, toolkit_1.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 = (0, taskSelector_1.getTaskById)(taskState, taskId);
@@ -29,13 +30,22 @@ exports.getCompanyTaskManagerView = (0, toolkit_1.createSelector)((state) => sta
             }
         }
     });
+    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
+    const companies = (0, companySelector_1.getCompanyByCompanyIds)(companyState, allCompanyIds).map((c) => c.company);
+    const users = (0, userSelector_1.getUsersByUserIds)(userState, companyTaskManagerViewState.cockpitContext.userIds);
+    const fetchStateAndError = (0, reduceFetchState_1.reduceAnyFetchState)([
+        companyTaskManagerViewState,
+        companyTaskManagerViewState.cockpitContext,
+    ]);
     return {
+        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState,
-        error,
+        fetchState: fetchStateAndError.fetchState,
+        error: fetchStateAndError.error,
         totalTaskCount,
+        users,
     };
 });

package/lib/view/companyTaskManagerView/companyTaskManagerViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchState, FetchedState, ID } from '../../commonStateTypes/common';
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
-import { TaskManagerViewSortKey } from '../companyView/types/cockpitTypes';
+import { ZeniAPIStatus } from '../../responsePayload';
+import { CockpitFilters, TaskManagerViewSortKey } from '../companyView/types/cockpitTypes';
 export interface TaskManagerMetrics {
     closed: number;
     open: number;
@@ -9,12 +9,20 @@ export interface TaskManagerMetrics {
     total: number;
 }
 export interface CompanyTaskManagerViewUIState {
+    filters: CockpitFilters;
     filterText: string;
-    pageToken: PageToken;
+    from: number;
     sortKey: TaskManagerViewSortKey;
     sortOrder: SortOrder;
 }
 export interface CompanyTaskManagerViewState extends FetchedState {
+    cockpitContext: {
+        companyIds: ID[];
+        fetchState: FetchState;
+        userGroupIds: ID[];
+        userIds: ID[];
+        error?: ZeniAPIStatus;
+    };
     metrics: TaskManagerMetrics;
     metricsFetchState: FetchState;
     taskIds: ID[];

package/lib/view/companyTaskManagerView/epics/fetchCockpitContextEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
+import { updateAllUserGroups } from '../../../entity/userGroups/userGroupsReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchCockpitContext, updateCockpitContextOnFailure, updateCockpitContextOnSuccess } from '../companyTaskManagerViewReducer';
+export type ActionType = ReturnType<typeof fetchCockpitContext> | ReturnType<typeof updateCockpitContextOnSuccess> | ReturnType<typeof updateCockpitContextOnFailure> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateAllUserGroups>;
+export declare const fetchCockpitContextEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,42 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCockpitContextEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../entity/company/companyReducer");
+const userReducer_1 = require("../../../entity/user/userReducer");
+const userGroupsReducer_1 = require("../../../entity/userGroups/userGroupsReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
+const fetchCockpitContextEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCockpitContext.match), (0, operators_1.switchMap)(() => zeniAPI
+    .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/cockpit-context`)
+    .pipe((0, operators_1.mergeMap)((response) => {
+    if ((0, responsePayload_1.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 = [
+            (0, companyReducer_1.updateCompanies)({
+                payload: response.data.companies,
+                schema: {},
+            }),
+            (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
+            (0, userGroupsReducer_1.updateAllUserGroups)({
+                userGroups: response.data.user_groups,
+            }),
+            (0, companyTaskManagerViewReducer_1.updateCockpitContextOnSuccess)({
+                companyIds,
+                userIds,
+                userGroupIds,
+            }),
+        ];
+        return (0, rxjs_1.from)(actions);
+    }
+    else {
+        return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateCockpitContextOnFailure)(response.status));
+    }
+}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.updateCockpitContextOnFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Cockpit context fetch errored out' + JSON.stringify(error))))))));
+exports.fetchCockpitContextEpic = fetchCockpitContextEpic;

package/lib/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.d.ts

@@ -1,11 +1,9 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
-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 { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess } from '../companyTaskManagerViewReducer';
-export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
+export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
 export declare const fetchCompanyTaskManagerViewEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -4,51 +4,35 @@ exports.fetchCompanyTaskManagerViewEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const sortOrderPayload_1 = require("../../../commonPayloadTypes/sortOrderPayload");
-const companyReducer_1 = require("../../../entity/company/companyReducer");
 const tagReducer_1 = require("../../../entity/tag/tagReducer");
 const taskReducer_1 = require("../../../entity/task/taskReducer");
-const userReducer_1 = require("../../../entity/user/userReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const companyTaskManagerViewReducer_1 = require("../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;
 const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView.match), (0, operators_1.switchMap)((action) => {
-    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
+    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
-        page_token: pageToken,
+        size: DEFAULT_PAGE_SIZE,
+        from: fromOffset,
+        global_search: searchString ?? '',
         sort_by: toSortKeyPayload(sortKey),
         sort_order: (0, sortOrderPayload_1.getSortOrder)(sortOrder),
-        search_text: searchString ?? '',
-        view: 'cockpit_task_manager_view',
+        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
+        ...(filters?.categories != null && filters.categories.length > 0
+            ? { filter_by: toFilterByPayload(filters) }
+            : {}),
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-            const tasksList = response.data.tasks;
+            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             const actions = [
                 (0, companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewOnSuccess)({
                     data: response.data,
                 }),
                 (0, taskReducer_1.updateTasks)(tasksList),
-                (0, companyReducer_1.updateCompanies)({
-                    payload: response.data.companies,
-                    schema: {},
-                }),
-                (0, tagReducer_1.updateTags)(tasksList.map((task) => task.tags).flat()),
-                (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
+                (0, tagReducer_1.updateTags)(tasksList.flatMap((task) => task.tags)),
             ];
             return (0, rxjs_1.from)(actions);
         }
@@ -66,3 +50,28 @@ const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$
     }));
 }));
 exports.fetchCompanyTaskManagerViewEpic = fetchCompanyTaskManagerViewEpic;
+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/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.d.ts

@@ -0,0 +1,6 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewFilters } from '../companyTaskManagerViewReducer';
+export type ActionType = ReturnType<typeof updateCompanyTaskManagerViewFilters> | ReturnType<typeof fetchCompanyTaskManagerView>;
+export declare const updateCompanyTaskManagerViewFiltersEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

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

@@ -0,0 +1,20 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCompanyTaskManagerViewFiltersEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
+const updateCompanyTaskManagerViewFiltersEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewFilters.match), (0, operators_1.switchMap)((action) => {
+    const filters = action.payload.filters;
+    const allCategoriesValid = filters?.categories == null
+        ? true
+        : filters?.categories?.every((category) => category.field != null &&
+            category.values != null &&
+            category.values.length > 0);
+    if (!allCategoriesValid) {
+        return rxjs_1.EMPTY;
+    }
+    const { uiState } = state$.value.companyTaskManagerViewState;
+    return (0, rxjs_1.of)((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, uiState.sortKey, uiState.sortOrder, false, uiState.filterText, filters));
+}));
+exports.updateCompanyTaskManagerViewFiltersEpic = updateCompanyTaskManagerViewFiltersEpic;

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

@@ -68,7 +68,18 @@ 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">, updateCapitalizationAccountThreshold: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string, threshold: number | null, dismissOnboardingForAccount?: boolean | undefined, allOverrides?: Record<string, number> | null | undefined], {
+    companyId: string;
+    accountId: string;
+    threshold: number | null;
+    dismissOnboardingForAccount: boolean | undefined;
+    allOverrides: Record<string, number> | null | undefined;
+}, "companyView/updateCapitalizationAccountThreshold", never, never>, updateCapitalizationAccountThresholdSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateCapitalizationAccountThresholdSuccess">, updateCapitalizationAccountThresholdFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    status: ZeniAPIStatus;
+}, "companyView/updateCapitalizationAccountThresholdFailure">, dismissCapitalizationOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string], {
+    companyId: string;
+    accountId: string;
+}, "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.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = 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 +314,51 @@ const companyView = (0, toolkit_1.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;
@@ -587,5 +632,5 @@ 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.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, 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$.pipe((0, operators_1.filter)(companyViewReducer_1.dismissCapitalizationOnboarding.match), (0, operators_1.switchMap)((action) => {
+    const { companyId, accountId } = action.payload;
+    const tenantId = Object.values(state$.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((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && tenantId != null) {
+            return (0, rxjs_1.from)([
+                (0, tenantReducer_1.updateTenantCapitalizationOnboardingDismissed)({
+                    tenantId,
+                    accountId,
+                }),
+            ]);
+        }
+        return (0, rxjs_1.from)([]);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.from)([])));
+}));
+exports.dismissCapitalizationOnboardingEpic = dismissCapitalizationOnboardingEpic;

package/lib/view/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.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 { updateTenantCapitalizationAccountOverride, updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../../reducer';
+import { ZeniAPI } from '../../../../zeniAPI';
+import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess } from '../../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantCapitalizationAccountOverride> | ReturnType<typeof updateTenantCapitalizationOnboardingDismissed> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCapitalizationAccountThreshold> | ReturnType<typeof updateCapitalizationAccountThresholdSuccess> | ReturnType<typeof updateCapitalizationAccountThresholdFailure>;
+export declare const updateCapitalizationAccountThresholdEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;