@zeniai/client-epic-state 5.1.12 → 5.1.13-beta0ND

package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js

@@ -0,0 +1,47 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchCardPolicyVendorOptionsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../responsePayload");
+const cardPolicyReducer_1 = require("./cardPolicyReducer");
+const buildQuery = (searchString) => ({
+    view: 'vendor_list',
+    page_token: null,
+    sort_by: 'year_to_date_spend',
+    sort_order: 'desc',
+    search_text: searchString,
+    vendor_name: searchString,
+});
+/**
+ * Card-policy vendor search.
+ *
+ * Listens for `fetchCardPolicyVendorOptions` and hits the same
+ * `/accounting/1.0/vendors` endpoint the Vendors-tab uses, but writes
+ * results onto the dedicated `cardPolicyState.vendorSearch` slice — no
+ * fan-out to the global `vendor` / `account` / `class` / `vendorList`
+ * entities. That isolation is important: the user may be configuring a
+ * card policy in parallel with browsing the Vendors tab, and we don't
+ * want either flow to clobber the other's list state.
+ *
+ * Uses `switchMap` so the latest typed search wins — earlier in-flight
+ * requests are abandoned, which is the right semantics for a
+ * search-as-you-type UX.
+ *
+ * Consumers:
+ *  - Manual `CardPolicyCreate / EditScreen`
+ *  - AI CFO `CardPolicyInteractiveForm` (vendor step)
+ */
+const fetchCardPolicyVendorOptionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.fetchCardPolicyVendorOptions.match), (0, operators_1.switchMap)((action) => {
+    const query = buildQuery(action.payload.searchString);
+    const apiUrl = `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/vendors` +
+        `?query=${encodeURIComponent(JSON.stringify(query))}`;
+    return zeniAPI.getJSON(apiUrl).pipe((0, operators_1.switchMap)((response) => {
+        if ((0, responsePayload_1.isSuccessStatus)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, cardPolicyReducer_1.updateCardPolicyVendorOptions)(response.data));
+        }
+        return (0, rxjs_1.of)((0, cardPolicyReducer_1.updateCardPolicyVendorOptionsFailure)(response.status));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cardPolicyReducer_1.updateCardPolicyVendorOptionsFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch card policy vendor options REST API call errored out' +
+        JSON.stringify(error))))));
+}));
+exports.fetchCardPolicyVendorOptionsEpic = fetchCardPolicyVendorOptionsEpic;

package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.d.ts

@@ -0,0 +1,25 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { fetchCardPolicyRecommendationFromUpload, updatePolicyDocumentExtractionSuccess } from './cardPolicyReducer';
+export type ActionType = ReturnType<typeof updatePolicyDocumentExtractionSuccess> | ReturnType<typeof fetchCardPolicyRecommendationFromUpload>;
+/**
+ * Bridge epic — chains the AI CFO `upload`-mode flow's two API hops.
+ *
+ * The first hop (`extractPolicyDocument` → multipart POST to
+ * `policy-documents/extract`) lives on the cardPolicy slice and is
+ * shared with the manual `CardPolicyCreatePage`. The second hop
+ * (`fetchCardPolicyRecommendationFromUpload` → JSON POST to
+ * `ai-cfo/policy-recommendation-from-upload`) is AI-CFO only.
+ *
+ * The chain is gated on `policyDocumentExtraction.aiCfoAnswerId` being
+ * populated — manual callers leave it undefined, so the bridge is a
+ * silent no-op there.
+ *
+ * Splitting this off from `policyRecommendationFromUploadEpic` keeps
+ * the wizard component a pure renderer: it dispatches
+ * `extractPolicyDocument(files, answerId, chatSessionId)` once, then
+ * subscribes to `cardPolicyState` lifecycle flags to drive its
+ * "Extracting…" / "Recommending…" pill.
+ */
+export declare const policyDocumentExtractionToRecommendationBridgeEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;

package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js

@@ -0,0 +1,39 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.policyDocumentExtractionToRecommendationBridgeEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const cardPolicyReducer_1 = require("./cardPolicyReducer");
+/**
+ * Bridge epic — chains the AI CFO `upload`-mode flow's two API hops.
+ *
+ * The first hop (`extractPolicyDocument` → multipart POST to
+ * `policy-documents/extract`) lives on the cardPolicy slice and is
+ * shared with the manual `CardPolicyCreatePage`. The second hop
+ * (`fetchCardPolicyRecommendationFromUpload` → JSON POST to
+ * `ai-cfo/policy-recommendation-from-upload`) is AI-CFO only.
+ *
+ * The chain is gated on `policyDocumentExtraction.aiCfoAnswerId` being
+ * populated — manual callers leave it undefined, so the bridge is a
+ * silent no-op there.
+ *
+ * Splitting this off from `policyRecommendationFromUploadEpic` keeps
+ * the wizard component a pure renderer: it dispatches
+ * `extractPolicyDocument(files, answerId, chatSessionId)` once, then
+ * subscribes to `cardPolicyState` lifecycle flags to drive its
+ * "Extracting…" / "Recommending…" pill.
+ */
+const policyDocumentExtractionToRecommendationBridgeEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.updatePolicyDocumentExtractionSuccess.match), (0, operators_1.mergeMap)((action) => {
+    const extraction = state$.value.cardPolicyState.policyDocumentExtraction;
+    const aiCfoAnswerId = extraction.aiCfoAnswerId;
+    const aiCfoChatSessionId = extraction.aiCfoChatSessionId;
+    const extractedRules = extraction.extractedRules;
+    if (aiCfoAnswerId == null ||
+        aiCfoChatSessionId == null ||
+        extractedRules == null) {
+        return rxjs_1.EMPTY;
+    }
+    void action;
+    return (0, rxjs_1.of)((0, cardPolicyReducer_1.fetchCardPolicyRecommendationFromUpload)(aiCfoAnswerId, aiCfoChatSessionId, extractedRules));
+}));
+exports.policyDocumentExtractionToRecommendationBridgeEpic = policyDocumentExtractionToRecommendationBridgeEpic;

package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.d.ts

@@ -0,0 +1,24 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../reducer';
+import { updateAiCardPolicyFormDraftFromUploadPlan } from '../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
+import { ZeniAPI } from '../../zeniAPI';
+import { updateAiCfoAnswerCardPolicyWizardPlan } from '../aiCfo/aiCfoReducer';
+import { clearPolicyDocumentExtraction, fetchCardPolicyRecommendationFromUpload, updatePolicyRecommendationFromUploadFailure, updatePolicyRecommendationFromUploadSuccess } from './cardPolicyReducer';
+export type ActionType = ReturnType<typeof fetchCardPolicyRecommendationFromUpload> | ReturnType<typeof updatePolicyRecommendationFromUploadSuccess> | ReturnType<typeof updatePolicyRecommendationFromUploadFailure> | ReturnType<typeof updateAiCfoAnswerCardPolicyWizardPlan> | ReturnType<typeof updateAiCardPolicyFormDraftFromUploadPlan> | ReturnType<typeof clearPolicyDocumentExtraction>;
+/**
+ * Listens for `fetchCardPolicyRecommendationFromUpload` and POSTs the
+ * just-extracted policy rules to the AI-CFO recommendation endpoint.
+ *
+ * On success — dispatches BOTH:
+ *  - `updatePolicyRecommendationFromUploadSuccess` (flips the
+ *    cardPolicy slice's recommendation lifecycle to `Completed`), and
+ *  - `updateAiCfoAnswerCardPolicyWizardPlan` (patches the in-flight AI
+ *    CFO answer's `CardPolicyInitialData` so the wizard can advance from
+ *    Step 1 → Step 2 in the upload variant).
+ *
+ * The reducer payload originally captured at kickoff (`answerId` +
+ * `chatSessionId`) re-enters via the action so the patch can find the
+ * right answer to merge into.
+ */
+export declare const policyRecommendationFromUploadEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js

@@ -0,0 +1,105 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.policyRecommendationFromUploadEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../responsePayload");
+const createCardPolicyReducer_1 = require("../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer");
+const aiCfoReducer_1 = require("../aiCfo/aiCfoReducer");
+const cardPolicyReducer_1 = require("./cardPolicyReducer");
+/**
+ * Listens for `fetchCardPolicyRecommendationFromUpload` and POSTs the
+ * just-extracted policy rules to the AI-CFO recommendation endpoint.
+ *
+ * On success — dispatches BOTH:
+ *  - `updatePolicyRecommendationFromUploadSuccess` (flips the
+ *    cardPolicy slice's recommendation lifecycle to `Completed`), and
+ *  - `updateAiCfoAnswerCardPolicyWizardPlan` (patches the in-flight AI
+ *    CFO answer's `CardPolicyInitialData` so the wizard can advance from
+ *    Step 1 → Step 2 in the upload variant).
+ *
+ * The reducer payload originally captured at kickoff (`answerId` +
+ * `chatSessionId`) re-enters via the action so the patch can find the
+ * right answer to merge into.
+ */
+const policyRecommendationFromUploadEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.fetchCardPolicyRecommendationFromUpload.match), 
+// `switchMap` (vs `mergeMap`) cancels any in-flight recommendation
+// whenever a new upload kicks off another one. Without this an older,
+// slower recommendation response could still resolve after a fresh
+// extract has started — that late response would dispatch
+// `updateAiCfoAnswerCardPolicyWizardPlan` against the *current*
+// `answerId`/`chatSessionId` (the ones captured at its kickoff) and
+// overwrite the wizard plan with stale draft policies from the prior
+// document. Pairs with the matching `switchMap` in
+// `extractPolicyDocumentEpic`.
+(0, operators_1.switchMap)((action) => {
+    const { answerId, chatSessionId, extractedRules } = action.payload;
+    const body = {
+        extracted_rules: {
+            allowed_entity: {
+                category_codes: extractedRules.allowedEntity.categoryCodes,
+                merchant_names: extractedRules.allowedEntity.merchantNames,
+            },
+            blocked_entity: {
+                category_codes: extractedRules.blockedEntity.categoryCodes,
+                merchant_names: extractedRules.blockedEntity.merchantNames,
+            },
+            confidence_score: extractedRules.confidenceScore,
+            policy_name: extractedRules.policyName,
+            required_receipt_threshold: extractedRules.requiredReceiptThreshold,
+            transaction_limit: extractedRules.transactionLimit,
+        },
+    };
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/ai-cfo/policy-recommendation-from-upload`, body)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessStatus)(response) ||
+            response.data?.wizard_plan?.step_5_review == null) {
+            return (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadFailure)(response.status));
+        }
+        const data = response.data;
+        const review = data.wizard_plan.step_5_review;
+        const wizardPlan = {
+            step5Review: {
+                draftPolicies: (review.draft_policies ?? []).map((draft, index) => ({
+                    id: `draft-${index}`,
+                    name: draft.name,
+                    description: draft.description ?? '',
+                    mode: draft.mode,
+                    allowedEntity: {
+                        categoryCodes: draft.allowed_entity?.category_codes ?? [],
+                        merchantNames: draft.allowed_entity?.merchant_names ?? [],
+                    },
+                    blockedEntity: {
+                        categoryCodes: draft.blocked_entity?.category_codes ?? [],
+                        merchantNames: draft.blocked_entity?.merchant_names ?? [],
+                    },
+                    applyToCards: draft.apply_to_cards ?? [],
+                    requiredReceiptThreshold: draft.required_receipt_threshold ?? 0,
+                    spendLimits: {
+                        transaction: draft.spend_limits?.transaction ?? 0,
+                    },
+                })),
+                groupingSource: review.grouping_source ?? 'none',
+                prompt: review.prompt ?? '',
+            },
+        };
+        const source = data.source != null
+            ? {
+                confidenceScore: data.source.confidence_score,
+                fileName: data.source.file_name,
+                lowConfidenceFields: data.source.low_confidence_fields ?? [],
+            }
+            : undefined;
+        return (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadSuccess)(), (0, aiCfoReducer_1.updateAiCfoAnswerCardPolicyWizardPlan)({
+            answerId,
+            chatSessionId,
+            wizardPlan,
+            source,
+        }), (0, createCardPolicyReducer_1.updateAiCardPolicyFormDraftFromUploadPlan)(wizardPlan, source));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, cardPolicyReducer_1.updatePolicyRecommendationFromUploadFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Policy recommendation from upload REST API call errored out' +
+        JSON.stringify(error))))), 
+    // Guards the user-dismissed case that switchMap doesn't cover: a late response would patch a wizard plan the user already cleared.
+    (0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(cardPolicyReducer_1.clearPolicyDocumentExtraction.match))));
+}));
+exports.policyRecommendationFromUploadEpic = policyRecommendationFromUploadEpic;

package/lib/entity/company/cardsVisibilityHelpers.d.ts

@@ -0,0 +1,4 @@
+import { UserRoleType } from '../userRole/userRoleType';
+import { Company } from './companyStateTypes';
+export declare const isCardsProductEnabledOnCompany: (company: Company | undefined) => boolean;
+export declare const filterChargeCardRolesWhenProductDisabled: (roles: UserRoleType[], company: Company | undefined) => UserRoleType[];

package/lib/entity/company/cardsVisibilityHelpers.js

@@ -0,0 +1,14 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.filterChargeCardRolesWhenProductDisabled = exports.isCardsProductEnabledOnCompany = void 0;
+const isCardsProductEnabledOnCompany = (company) => Boolean(company?.companyChargeCardInfo?.isChargeCardEnabled) ||
+    Boolean(company?.companyDebitCardInfo?.isDebitCardEnabled);
+exports.isCardsProductEnabledOnCompany = isCardsProductEnabledOnCompany;
+const CHARGE_CARD_USER_ROLES = [
+    'charge_card_admin',
+    'charge_card_user',
+];
+const filterChargeCardRolesWhenProductDisabled = (roles, company) => (0, exports.isCardsProductEnabledOnCompany)(company)
+    ? roles
+    : roles.filter((role) => !CHARGE_CARD_USER_ROLES.includes(role));
+exports.filterChargeCardRolesWhenProductDisabled = filterChargeCardRolesWhenProductDisabled;

package/lib/entity/company/companyPayload.d.ts

@@ -290,6 +290,8 @@ export interface OnboardingStepErrorDetails {
 export interface OnboardingInfoPayload {
     accounting_connection_created_by: string | null;
     is_interim_email_sent: boolean;
+    is_onboarding_ai_activation_viewed: boolean;
+    is_onboarding_ai_finance_team_acknowledged: boolean;
     is_onboarding_business_verified: boolean;
     is_onboarding_customer_created: boolean;
     is_onboarding_email_group_created: boolean;
@@ -298,6 +300,8 @@ export interface OnboardingInfoPayload {
     is_uncategorized_expense_account_identified: boolean;
     is_uncategorized_income_account_identified: boolean;
     is_zeni_subscriptions_payment_account_linked: boolean;
+    onboarding_ai_activation_viewed_by: ID[];
+    onboarding_ai_finance_team_acknowledged_by: ID[];
     onboarding_business_identity_verified_by: ID[];
     onboarding_business_verification_status: string;
     onboarding_customer_creation_done_by: ID[];

package/lib/entity/company/companyPayload.js

@@ -277,6 +277,12 @@ const toOnboardingInfo = (onboardingInfoPayload) => {
     }
     return {
         isInterimEmailSent: onboardingInfoPayload.is_interim_email_sent ?? false,
+        onboardingAiActivationInfo: {
+            isOnboardingAiActivationViewed: onboardingInfoPayload.is_onboarding_ai_activation_viewed,
+            isOnboardingAiFinanceTeamAcknowledged: onboardingInfoPayload.is_onboarding_ai_finance_team_acknowledged,
+            onboardingAiFinanceTeamAcknowledgedBy: onboardingInfoPayload.onboarding_ai_finance_team_acknowledged_by,
+            onboardingAiActivationViewedBy: onboardingInfoPayload.onboarding_ai_activation_viewed_by,
+        },
         bankAccountLinked: {
             completed: onboardingInfoPayload.is_zeni_subscriptions_payment_account_linked ??
                 false,

package/lib/entity/company/companyStateTypes.d.ts

@@ -272,6 +272,12 @@ export interface CompanyFeaturesActivationInfo {
     isReimbursementFeatureEnabled: boolean;
     isSameDayAchFeatureEnabled: boolean;
 }
+export interface CompanyOnboardingAiActivationInfo {
+    isOnboardingAiActivationViewed: boolean;
+    isOnboardingAiFinanceTeamAcknowledged: boolean;
+    onboardingAiActivationViewedBy: ID[];
+    onboardingAiFinanceTeamAcknowledgedBy: ID[];
+}
 export interface CompanyMileageConfigInfo {
     defaultMileageUnitAmount: number;
     denominationConversions: {
@@ -313,6 +319,7 @@ export interface OnboardingInfo extends OnboardingStepsInfo {
     businessVerified: IdentityVerificationStatus;
     identityVerified: IdentityVerificationStatus;
     isInterimEmailSent: boolean;
+    onboardingAiActivationInfo: CompanyOnboardingAiActivationInfo;
     onboardingCustomerUserIds: ID[];
     uncategorizedExpenseAccountIdentified: boolean;
     uncategorizedIncomeAccountIdentified: boolean;

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -16,6 +16,7 @@ export interface JEScheduleOtherAttributesPayload {
 export interface JEScheduleAISummaryFieldPayload {
     confidence: number;
     reasoning: string;
+    cot?: string[];
     predicted_value?: number | string;
 }
 export interface JEScheduleAISummariesPayload {

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -155,42 +155,61 @@ function toJEScheduleAISummaries(payload) {
         result.debitAccount = {
             confidence: payload.debit_account.confidence,
             reasoning: payload.debit_account.reasoning,
+            cot: Array.isArray(payload.debit_account.cot)
+                ? payload.debit_account.cot
+                : undefined,
         };
     }
     if (payload.credit_account != null) {
         result.creditAccount = {
             confidence: payload.credit_account.confidence,
             reasoning: payload.credit_account.reasoning,
+            cot: Array.isArray(payload.credit_account.cot)
+                ? payload.credit_account.cot
+                : undefined,
         };
     }
     if (payload.debit_accounting_class != null) {
         result.debitClass = {
             confidence: payload.debit_accounting_class.confidence,
             reasoning: payload.debit_accounting_class.reasoning,
+            cot: Array.isArray(payload.debit_accounting_class.cot)
+                ? payload.debit_accounting_class.cot
+                : undefined,
         };
     }
     if (payload.credit_accounting_class != null) {
         result.creditClass = {
             confidence: payload.credit_accounting_class.confidence,
             reasoning: payload.credit_accounting_class.reasoning,
+            cot: Array.isArray(payload.credit_accounting_class.cot)
+                ? payload.credit_accounting_class.cot
+                : undefined,
         };
     }
     if (payload.period != null) {
         result.period = {
             confidence: payload.period.confidence,
             reasoning: payload.period.reasoning,
+            cot: Array.isArray(payload.period.cot) ? payload.period.cot : undefined,
         };
     }
     if (payload.posting_date != null) {
         result.postingDate = {
             confidence: payload.posting_date.confidence,
             reasoning: payload.posting_date.reasoning,
+            cot: Array.isArray(payload.posting_date.cot)
+                ? payload.posting_date.cot
+                : undefined,
         };
     }
     if (payload.schedule_type != null) {
         result.scheduleType = {
             confidence: payload.schedule_type.confidence,
             reasoning: payload.schedule_type.reasoning,
+            cot: Array.isArray(payload.schedule_type.cot)
+                ? payload.schedule_type.cot
+                : undefined,
         };
     }
     return Object.keys(result).length > 0 ? result : undefined;

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -14,7 +14,9 @@ export interface ScheduleJournalStatusCode {
 }
 export interface JEScheduleFieldRecommendation {
     confidence: number;
+    /** @deprecated prefer cot */
     reasoning: string;
+    cot?: string[];
 }
 export interface JEScheduleAISummaries {
     creditAccount?: JEScheduleFieldRecommendation;

package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts

@@ -10,7 +10,7 @@ export declare const ALL_SCHEDULES_TYPES: readonly ["prepaid_expenses", "fixed_a
 export declare const toScheduleTypesType: (v: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
 export type ScheduleTypes = ReturnType<typeof toScheduleTypesType>;
 export declare const toScheduleTypesTypeStrict: (v?: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue" | undefined;
-export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "posted" | "unknown" | "canceled" | "recorded";
+export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "unknown" | "posted" | "canceled" | "recorded";
 export type ScheduleJournalEntryStatusCodeType = ReturnType<typeof toScheduleJournalEntryStatusCodeType>;
 export declare const toScheduleStatusCodeType: (v: string) => "completed" | "draft" | "new" | "ongoing" | "marked_as_completed";
 export type ScheduleStatusCodeType = ReturnType<typeof toScheduleStatusCodeType>;

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts

@@ -3,7 +3,7 @@ import { MonthYearPeriod, MonthYearPeriodId } from '../../commonStateTypes/timeP
 import { ExpenseAutomationViewType } from '../../view/expenseAutomationView/expenseAutomationViewState';
 import { ZeniDate } from '../../zeniDayJS';
 export declare const ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY: readonly ["Weekly", "Monthly"];
-export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Weekly" | "Monthly";
+export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Monthly" | "Weekly";
 export type MonthEndCloseCheckFrequency = NonNullable<ReturnType<typeof toMonthEndCloseCheckFrequency>>;
 export interface MonthCloseCheckMetrics {
     columnIndex: number;

package/lib/entity/paymentAccount/paymentAccountSelector.d.ts

@@ -4,3 +4,4 @@ export declare function getPaymentAccountsByPaymentAccountIds(paymentAccountStat
 export declare function getPaymentAccountByPaymentAccountId(paymentAccountState: PaymentAccountState, PaymentAccountId: ID): PaymentAccount | undefined;
 export declare function getPaymentAccountByBankAccountId(paymentAccountState: PaymentAccountState, bankAccountId: ID): PaymentAccount | undefined;
 export declare function getPaymentAccountsByBankAccountIds(paymentAccountState: PaymentAccountState, bankAccountIds: ID[]): PaymentAccount[];
+export declare function getPlaidPaymentAccounts(paymentAccountState: PaymentAccountState): PaymentAccount[];

package/lib/entity/paymentAccount/paymentAccountSelector.js

@@ -7,6 +7,7 @@ exports.getPaymentAccountsByPaymentAccountIds = getPaymentAccountsByPaymentAccou
 exports.getPaymentAccountByPaymentAccountId = getPaymentAccountByPaymentAccountId;
 exports.getPaymentAccountByBankAccountId = getPaymentAccountByBankAccountId;
 exports.getPaymentAccountsByBankAccountIds = getPaymentAccountsByBankAccountIds;
+exports.getPlaidPaymentAccounts = getPlaidPaymentAccounts;
 const get_1 = __importDefault(require("lodash/get"));
 const values_1 = __importDefault(require("lodash/values"));
 function getPaymentAccountsByPaymentAccountIds(paymentAccountState, paymentAccountIds) {
@@ -28,3 +29,11 @@ function getPaymentAccountsByBankAccountIds(paymentAccountState, bankAccountIds)
         .filter((value) => value != null);
     return paymentAccounts;
 }
+function getPlaidPaymentAccounts(paymentAccountState) {
+    if (paymentAccountState?.paymentAccountByID == null) {
+        return [];
+    }
+    return (0, values_1.default)(paymentAccountState.paymentAccountByID)
+        .filter((account) => account != null)
+        .filter((account) => account.provider === 'plaid');
+}

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
+export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -35,6 +35,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'reimbursement_approval_update',
     'reimbursement_duplicate_approval_update',
     'reimbursement_approval_delete',
+    'reimbursement_approval_reorder',
     'reimbursement_create_mileage',
     'reimbursement_update_mileage',
     'reimbursement_accept_term',
@@ -48,6 +49,7 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'bill_pay_approval_update',
     'bill_pay_duplicate_approval_update',
     'bill_pay_approval_delete',
+    'bill_pay_approval_reorder',
     'bill_pay_updated',
     'bill_pay_deleted',
     'bill_pay_cancelled_deleted',
@@ -98,6 +100,9 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'charge_card_receipt_upload',
     'charge_card_resend_invite',
     'charge_card_revoke_invite',
+    'card_policy_created',
+    'card_policy_updated',
+    'card_policy_deleted',
     'charge_card_update_limit',
     'charge_cards_update_limit',
     'close_charge_card',

package/lib/entity/task/taskPayload.d.ts

@@ -18,16 +18,18 @@ export interface TaskPayload {
     status: AllowedValueWithCodePayload;
     tags: TagIdWithNamePayload[];
     task_id: string;
-    time_spent: number;
     type: AllowedValueWithCodePayload;
     update_time: string | null;
     company_id?: string;
+    company_name?: string;
     group_assignees?: string[];
+    parent_task_id?: string | null;
     recurring_days_of_week?: string[] | null;
     recurring_source_task_id?: string | null;
     snoozed_until?: string | null;
     sync_token?: string | null;
     task_group_ids?: string[] | null;
+    time_spent?: number;
 }
 export declare const mapTaskPayloadToTask: (payload: TaskPayload) => Task;
 export interface TagIdWithNamePayload {

package/lib/entity/task/taskPayload.js

@@ -44,6 +44,8 @@ const mapTaskPayloadToTask = (payload) => ({
     dueDate: payload.due_date != null ? (0, zeniDayJS_1.date)(payload.due_date) : undefined,
     updateTime: payload.update_time != null ? (0, zeniDayJS_1.date)(payload.update_time) : undefined,
     companyId: payload.company_id,
+    companyName: payload.company_name,
+    parentTaskId: payload.parent_task_id ?? undefined,
     recurringSourceTaskId: payload.recurring_source_task_id != null
         ? payload.recurring_source_task_id
         : undefined,

package/lib/entity/task/taskState.d.ts

@@ -21,7 +21,9 @@ export interface Task {
     timeSpent: string;
     type: TaskType;
     companyId?: ID;
+    companyName?: string;
     dueDate?: ZeniDate;
+    parentTaskId?: ID | null;
     recurringDaysOfWeek?: DayOfWeek[];
     recurringEndDate?: ZeniDate;
     recurringFrequency?: RecurringFrequencyType;