@zeniai/client-epic-state 5.1.12 → 5.1.13-betaAY0

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts

@@ -15,7 +15,7 @@ import { CompanyView } from '../../companyView/types/companyView';
 import { CompanyDetails, CompanyOfficersDetails } from '../../spendManagement/commonSetup/setupViewSelector';
 import { CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationSubview, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
 export interface OnboardingCustomerView {
     allNationalityCountries: Country[];
     allRequiredStepsCompleted: boolean;
@@ -25,9 +25,11 @@ export interface OnboardingCustomerView {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
     completedSteps: OnboardingStep[];
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     fetchStatus: FetchStateAndError;
     halfCompletedSteps: OnboardingStep[];
     isInterimEmailSent: boolean;
+    parsingDocumentFileIds: ID[];
     paymentAccountFetchStatus: FetchStateAndError;
     paymentAccountUpdateStatus: FetchStateAndError;
     pendingSaveDetails: {
@@ -55,3 +57,6 @@ export declare const onboardingStepsData: (isValidConnection: boolean, productSe
 };
 export declare function isCompanyDetailsSavePending(fileState: FileState, company?: CompanyView, primaryContact?: User, companyDetailsLocalData?: CompanyDetails): boolean;
 export declare const getProductSettingsString: (productSettings: TenantProductSettings | undefined) => string;
+export declare const getAiAgentsActivationSubview: (state: RootState) => AiAgentsActivationSubview;
+export declare const getAiAgentsActivationPhases: (state: RootState) => AiAgentsActivationPhase[];
+export declare const getAiAgentsActivationCounts: (state: RootState) => AiAgentsActivationCounts;

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getProductSettingsString = exports.onboardingStepsData = void 0;
+exports.getAiAgentsActivationCounts = exports.getAiAgentsActivationPhases = exports.getAiAgentsActivationSubview = exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
 exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
@@ -17,7 +17,7 @@ const setupViewSelector_1 = require("../../spendManagement/commonSetup/setupView
 const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -60,6 +60,7 @@ function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -79,7 +80,7 @@ function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('link_payment_account');
+        completedSteps.push('setup_billing');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -90,24 +91,25 @@ function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('link_payment_account');
+        halfCompletedSteps.push('setup_billing');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('qbo_connection');
+        completedSteps.push('connect_ledger');
     }
-    if (companyDetails.localData != null &&
+    const isCompanyDetailsDone = companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
-        completedSteps.push('company_details');
-    }
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    if (companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
-        completedSteps.push('company_officer');
+    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
+    // The verification step (single sidebar step) is only "complete" once both
+    // the company-officer and company-details sub-steps are fully filled in.
+    if (isCompanyDetailsDone && isOfficerDone) {
+        completedSteps.push('verification');
     }
     const { allStepsData, requiredStepsData } = (0, exports.onboardingStepsData)(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -125,6 +127,7 @@ function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -133,6 +136,7 @@ function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -209,14 +213,20 @@ function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officer
         isPhoneVerified === true);
 }
 const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ALL_ZENI_USER_ONBOARDING_STEPS
-        : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? onboardingCustomerViewState_1.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : onboardingCustomerViewState_1.REQUIRED_ONBOARDING_STEPS;
     return {
@@ -331,3 +341,14 @@ const getProductSettingsString = (productSettings) => {
         .join(',');
 };
 exports.getProductSettingsString = getProductSettingsString;
+const fromActivationView = (state) => 
+// Fall back to the empty subview so state hydrated from an older persisted
+// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
+state.onboardingCustomerViewState.aiAgentsActivation ??
+    onboardingCustomerViewState_1.emptyAiAgentsActivationSubview;
+const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+exports.getAiAgentsActivationSubview = getAiAgentsActivationSubview;
+const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
+exports.getAiAgentsActivationPhases = getAiAgentsActivationPhases;
+const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
+exports.getAiAgentsActivationCounts = getAiAgentsActivationCounts;

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts

@@ -3,15 +3,19 @@ import { Address } from '../../../entity/address/addressState';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
 import { CompanyDetailsLocalData, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account"];
-export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection"];
-export declare const REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["company_officer", "company_details"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["link_payment_account", "company_officer", "company_details"];
-export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection", "company_officer", "company_details"];
-export declare const ALL_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection", "company_officer", "company_details"];
-export declare const toOnboardingStepType: (v: string) => "company_details" | "company_officer" | "link_payment_account" | "qbo_connection";
+export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing"];
+export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger"];
+export declare const REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["verification"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["setup_billing", "verification"];
+export declare const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS: readonly ["setup_billing", "connect_data_source", "verification"];
+export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger", "connect_data_source", "verification"];
+export declare const ALL_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger", "connect_data_source", "verification"];
+export declare const toOnboardingStepType: (v: string) => "setup_billing" | "connect_ledger" | "verification" | "connect_data_source";
 export type OnboardingStep = ReturnType<typeof toOnboardingStepType>;
+export declare const ALL_ONBOARDING_SUB_STEPS: readonly ["default", "ai-activating", "unlock-stack", "company_officer", "company_details"];
+export declare const toOnboardingSubStepType: (v: string) => "default" | "company_details" | "company_officer" | "ai-activating" | "unlock-stack";
+export type OnboardingSubStep = ReturnType<typeof toOnboardingSubStepType>;
 /**
  * Onboarding Custiner View Local Data - Intefaces
  */
@@ -21,16 +25,33 @@ export interface OnboardingCustomerViewUIState {
     isQBOPopupOpen: boolean;
 }
 export interface OnboardingCustomerViewState extends FetchedState {
+    aiAgentsActivation: AiAgentsActivationSubview;
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} populated by AI autofill
+         * from an uploaded KYB document during onboarding. Drives the ✦ sparkle.
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document during onboarding.
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     dashboardLoadedStatus: FetchStateAndError;
+    /**
+     * File IDs currently being parsed by the AI autofill epic for onboarding.
+     * Drives the "AI is reading your document" overlay on the upload field.
+     */
+    parsingDocumentFileIds: ID[];
     paymentAccountDetails: {
         fetchStatus: FetchStateAndError;
         paymentAccountIds: ID[];
@@ -44,5 +65,29 @@ export interface OnboardingCustomerViewState extends FetchedState {
     subscriptionPaymentAccountIds: ID[];
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
+    aiActivationViewedAcknowledgementStatus?: FetchStateAndError;
+    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     subscriptionBillingAddress?: Address;
 }
+export type AiAgentsActivationPhaseStatus = 'idle' | 'starting' | 'building' | 'ready';
+export interface AiAgentsActivationPhase {
+    key: string;
+    status: AiAgentsActivationPhaseStatus;
+    completedAt?: string;
+    startedAt?: string;
+}
+export interface AiAgentsActivationCounts {
+    customerCount: number;
+    glAccountCount: number;
+    targetTransactionCount: number;
+    transactionCount: number;
+    vendorCount: number;
+    asOf?: string;
+}
+export interface AiAgentsActivationSubview {
+    counts: AiAgentsActivationCounts;
+    fetchStatus: FetchStateAndError;
+    phases: AiAgentsActivationPhase[];
+}
+export declare const emptyAiAgentsActivationCounts: AiAgentsActivationCounts;
+export declare const emptyAiAgentsActivationSubview: AiAgentsActivationSubview;

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js

@@ -1,32 +1,72 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
-    'link_payment_account',
-];
+// Onboarding steps are the 4 top-level surfaces. Officer + details verification
+// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
+// The optional data-source step is its own surface; the legacy connect-data-source
+// sub-step under the old `qbo_connection` no longer exists.
+exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
 exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'qbo_connection',
+    'connect_ledger',
 ];
 exports.REQUIRED_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
 ];
 exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
-    'company_officer',
-    'company_details',
+    'verification',
 ];
 exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
+// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
+// (Zeni already did it) but keep `connect_data_source` so the customer can
+// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
+exports.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
+    ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
+    ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
+];
 exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
+    'connect_data_source',
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 exports.ALL_ONBOARDING_STEPS = [
     ...exports.REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 const toOnboardingStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_STEPS);
 exports.toOnboardingStepType = toOnboardingStepType;
+// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
+// an officer-form save from a company-details save while both share
+// currentStep = 'verification'.
+//   - 'default'           generic landing sub-state.
+//   - 'ai-activating'     connect_ledger interstitial during AI activation.
+//   - 'unlock-stack'      verification landing — VerifyUnlockFinancialStackPage.
+//   - 'company_officer'   verification → officer form.
+//   - 'company_details'   verification → company details form.
+exports.ALL_ONBOARDING_SUB_STEPS = [
+    'default',
+    'ai-activating',
+    'unlock-stack',
+    'company_officer',
+    'company_details',
+];
+const toOnboardingSubStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_SUB_STEPS);
+exports.toOnboardingSubStepType = toOnboardingSubStepType;
+exports.emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+exports.emptyAiAgentsActivationSubview = {
+    counts: exports.emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};

package/lib/view/people/peopleTypes.d.ts

@@ -1,3 +1,3 @@
-declare const toPeopleSortKeyType: (v: string) => "role" | "manager" | "name" | "department" | "lastSeen";
+declare const toPeopleSortKeyType: (v: string) => "department" | "name" | "role" | "manager" | "lastSeen";
 export type PeopleViewSortKey = ReturnType<typeof toPeopleSortKeyType>;
 export {};

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "completed" | "new" | "ongoing" | "all";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "class" | "user" | "createTime" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     categoryId: ID;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts

@@ -6,7 +6,7 @@ import { FundingAccount } from '../commonSetup/setupViewSelector';
 import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
-import { AutoTransferRule } from './autoTransferRulesState';
+import { AutoTransferRule, CashManagementRule } from './autoTransferRulesState';
 export interface AutoTransferRulesSelectorView extends SelectorView {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;
@@ -17,6 +17,13 @@ export interface AutoTransferRulesSelectorView extends SelectorView {
     transferMoneyParties: FundingAccount[];
     transferMoneyPartiesFetchState: FetchState;
     treasuryAccount: TreasuryAccount;
+    /**
+     * The user's saved auto-sweep cash-management config, surfaced here so the
+     * rules list page can render it alongside the auto-transfer rules.
+     * `undefined` when the user hasn't saved auto-sweep settings yet
+     * (i.e. `autoSweepFlowState.settingsId == null`).
+     */
+    cashManagementRule?: CashManagementRule;
     ruleHistory?: Record<string, CommonHistoryView>;
 }
 export declare const getAutoTransferRules: (state: RootState) => AutoTransferRulesSelectorView;

package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -6,11 +6,30 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
+const depositAccountSelector_1 = require("../../../entity/depositAccount/depositAccountSelector");
 const setupViewSelector_1 = require("../commonSetup/setupViewSelector");
 const depositAccountListSelector_1 = require("../zeniAccounts/depositAccountList/depositAccountListSelector");
 const paymentAccountListSelector_1 = require("../zeniAccounts/paymentAccountList/paymentAccountListSelector");
+const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
+    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
+    if (settingsId == null || primaryFundingAccountId == null) {
+        return undefined;
+    }
+    const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
+    return {
+        bufferAmount,
+        frequency,
+        memo,
+        settingsId,
+        primaryFundingAccount: depositAccount != null
+            ? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
+            : undefined,
+        treasurySummary: treasuryDetailState.accountSummary,
+        nextTransferDate,
+    };
+};
 const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
     const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
@@ -45,6 +64,7 @@ const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
+        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts

@@ -1,6 +1,10 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
 import { ZeniDate } from '../../../zeniDayJS';
+import { AutoSweepFrequency } from '../cashManagement/autoSweepFlow/autoSweepFlowState';
 import { CommonHistoryView } from '../commonHistoryView/commonHistory';
+import { FundingAccount } from '../commonSetup/setupViewSelector';
+import { TreasurySummaryWithBalance } from '../treasury/treasuryList/treasuryDetailState';
 import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
 import { AutoTransferRuleFrequency, AutoTransferRuleLocalData, AutoTransferRuleType } from './autoTransferRulesPayload';
 export interface AutoTransferRule {
@@ -27,6 +31,24 @@ export interface DestinationBankAccountMetadata {
     accountType: string;
     percentage: number;
 }
+/**
+ * Render-ready view of the user's auto-sweep cash-management config,
+ * surfaced alongside `AutoTransferRule[]` in `AutoTransferRulesSelectorView`.
+ * Kept as a distinct shape (not folded into `AutoTransferRule`) so the rules
+ * list can special-case its rendering without polluting the rule type union.
+ *
+ * Present only when `autoSweepFlowState.settingsId` is set — i.e. the user
+ * has saved their auto-sweep settings at least once.
+ */
+export interface CashManagementRule {
+    bufferAmount: Amount;
+    frequency: AutoSweepFrequency;
+    memo: string;
+    settingsId: ID;
+    nextTransferDate?: ZeniDate;
+    primaryFundingAccount?: FundingAccount;
+    treasurySummary?: TreasurySummaryWithBalance;
+}
 export interface AutoTransferRulesState extends FetchedState {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;

package/lib/view/spendManagement/billPay/billPayReview/billPayReviewSelector.d.ts

@@ -24,6 +24,13 @@ export interface BillPayReviewSelectorView extends SelectorView {
     vendor: Vendor | undefined;
     zeniAssistRetryStatus: FetchStateAndError | undefined;
     billPayInfo?: BillPayInfo;
+    /**
+     * Bill-level accounting class id. Approval Rules 3.0 'department'
+     * criteria match against this — readers needing it (e.g. the
+     * creator-as-approver lookup) should read it off the view rather
+     * than digging through 'state.billTransactionState'.
+     */
+    classId?: ID;
     invoiceNumber?: string;
     isBillMarkedForRetry?: boolean;
     outsideZeniPaymentInfo?: OutsideZeniPaymentLocalData;

package/lib/view/spendManagement/billPay/billPayReview/billPayReviewSelector.js

@@ -59,6 +59,12 @@ const getReviewPageBillDetail = (state, billId) => {
     let recurringConfig;
     let billPayInfo;
     let isBillMarkedForRetry = false;
+    // Bill-level accounting class id. Approval Rules 3.0 'department'
+    // criteria match against this. Sourced from BillTransaction so
+    // any selector that needs it (e.g. creator-as-approver lookup)
+    // can read it off the view rather than reaching into
+    // 'state.billTransactionState' itself.
+    let classId;
     const zeniAssistRetryStatus = billId != null
         ? billDetailViewState.billDetailById[key].zeniAssist.retryStatus
         : undefined;
@@ -69,6 +75,13 @@ const getReviewPageBillDetail = (state, billId) => {
             transaction?.billPayInfo.isCollectToAccountInfoFromVendorContact ?? false;
         isRecurring = transaction?.isRecurring ?? false;
         billPayInfo = transaction?.billPayInfo;
+        // Normalise empty-string to undefined so downstream readers
+        // treat "no class" uniformly regardless of whether the wire
+        // used '' or omitted the field.
+        classId =
+            transaction?.classId != null && transaction.classId !== ''
+                ? transaction.classId
+                : undefined;
         if (isRecurring &&
             transaction?.recurringBillConfigId != null &&
             transaction.recurringBillInstance != null) {
@@ -185,6 +198,7 @@ const getReviewPageBillDetail = (state, billId) => {
         zeniAssistRetryStatus,
         billPayInfo,
         outsideZeniPaymentInfo,
+        classId,
     };
 };
 exports.getReviewPageBillDetail = getReviewPageBillDetail;

package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewReducer.d.ts

@@ -2,9 +2,10 @@ import { ZeniAPIStatus } from '../../../../responsePayload';
 import { BillPaySetupApproverViewState } from './billPaySetupApproverViewState';
 import { ApprovalRuleCreateData, ApprovalRuleUpdateData } from './types/commonState';
 export declare const initialState: BillPaySetupApproverViewState;
-export declare const fetchBillPaySetupApproverView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: any, includeUserRoles?: any], {
+export declare const fetchBillPaySetupApproverView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride: any, includeUserRoles: any, useV3: boolean], {
     cacheOverride: any;
     includeUserRoles: any;
+    useV3: boolean;
 }, "billPaySetupApproverView/fetchBillPaySetupApproverView", never, never>, fetchBillPaySetupApproverViewSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[]], {
     approvalRuleIds: string[];
 }, "billPaySetupApproverView/fetchBillPaySetupApproverViewSuccess", never, never>, fetchBillPaySetupApproverViewFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "billPaySetupApproverView/fetchBillPaySetupApproverViewFailure", never, never>, fetchBillPayApproversDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: any, includeUserRoles?: any], {
@@ -18,15 +19,25 @@ export declare const fetchBillPaySetupApproverView: import("@reduxjs/toolkit").A
     attributes: ("manager" | "vendor_owner" | "manager_of_manager")[];
 }, "billPaySetupApproverView/fetchBillPayApproversListSuccess", never, never>, fetchBillPayApproversListFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>], {
     status: ZeniAPIStatus<Record<string, unknown>>;
-}, "billPaySetupApproverView/fetchBillPayApproversListFailure", never, never>, deleteBillPayApprovalRule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId: string], {
+}, "billPaySetupApproverView/fetchBillPayApproversListFailure", never, never>, deleteBillPayApprovalRule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId: string, useV3: boolean], {
     approvalRuleId: string;
+    useV3: boolean;
 }, "billPaySetupApproverView/deleteBillPayApprovalRule", never, never>, deleteBillPayApprovalRuleSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[deletedApprovalRuleId: string, approvalRuleIds: string[]], {
     deletedApprovalRuleId: string;
     approvalRuleIds: string[];
 }, "billPaySetupApproverView/deleteBillPayApprovalRuleSuccess", never, never>, deleteBillPayApprovalRuleFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId: string, status: ZeniAPIStatus<Record<string, unknown>>], {
     approvalRuleId: string;
     status: ZeniAPIStatus<Record<string, unknown>>;
-}, "billPaySetupApproverView/deleteBillPayApprovalRuleFailure", never, never>, saveBillPaySetupApproverViewUpdates: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billPaySetupApproverView/saveBillPaySetupApproverViewUpdates">, saveBillPaySetupApproverViewUpdatesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[], affectedEntityIds?: string[] | undefined, newApprovalRuleId?: string | undefined], {
+}, "billPaySetupApproverView/deleteBillPayApprovalRuleFailure", never, never>, reorderBillPayApprovalRules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[], useV3: boolean], {
+    approvalRuleIds: string[];
+    useV3: boolean;
+}, "billPaySetupApproverView/reorderBillPayApprovalRules", never, never>, reorderBillPayApprovalRulesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[]], {
+    approvalRuleIds: string[];
+}, "billPaySetupApproverView/reorderBillPayApprovalRulesSuccess", never, never>, reorderBillPayApprovalRulesFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>], {
+    status: ZeniAPIStatus<Record<string, unknown>>;
+}, "billPaySetupApproverView/reorderBillPayApprovalRulesFailure", never, never>, saveBillPaySetupApproverViewUpdates: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[useV3: boolean], {
+    useV3: boolean;
+}, "billPaySetupApproverView/saveBillPaySetupApproverViewUpdates", never, never>, saveBillPaySetupApproverViewUpdatesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[], affectedEntityIds?: string[] | undefined, newApprovalRuleId?: string | undefined], {
     approvalRuleIds: string[];
     affectedEntityIds: string[] | undefined;
     newApprovalRuleId: string | undefined;