@zeniai/client-epic-state 5.1.13-betaAY0 → 5.1.14

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

@@ -4,35 +4,51 @@ 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 DEFAULT_PAGE_SIZE = 100;
+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 fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView.match), (0, operators_1.switchMap)((action) => {
-    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
+    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
     const queryValue = {
-        size: DEFAULT_PAGE_SIZE,
-        from: fromOffset,
-        global_search: searchString ?? '',
+        page_token: pageToken,
         sort_by: toSortKeyPayload(sortKey),
         sort_order: (0, sortOrderPayload_1.getSortOrder)(sortOrder),
-        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
-        ...(filters?.categories != null && filters.categories.length > 0
-            ? { filter_by: toFilterByPayload(filters) }
-            : {}),
+        search_text: searchString ?? '',
+        view: 'cockpit_task_manager_view',
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const tasksList = response.data.tasks;
             const actions = [
                 (0, companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewOnSuccess)({
                     data: response.data,
                 }),
                 (0, taskReducer_1.updateTasks)(tasksList),
-                (0, tagReducer_1.updateTags)(tasksList.flatMap((task) => task.tags)),
+                (0, companyReducer_1.updateCompanies)({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                (0, tagReducer_1.updateTags)(tasksList.map((task) => task.tags).flat()),
+                (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
             ];
             return (0, rxjs_1.from)(actions);
         }
@@ -50,28 +66,3 @@ const fetchCompanyTaskManagerViewEpic = (actions$, _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/companyView/epic/companyPassport/updateCapitalizationAccountThresholdEpic.d.ts

@@ -2,7 +2,7 @@ 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 { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationAccountOverride } from '../../../../entity/tenant/tenantReducer';
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess } from '../../companyViewReducer';

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

@@ -53,9 +53,9 @@ const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) =>
                     accountId,
                     threshold,
                     allOverrides: allOverrides !== undefined
-                        ? Object.keys(finalOverrides).length > 0
+                        ? (Object.keys(finalOverrides).length > 0
                             ? finalOverrides
-                            : null
+                            : null)
                         : undefined,
                 }));
                 if (dismissOnboardingForAccount === true) {

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

@@ -24,7 +24,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
             (0, reviewCompanyViewReducer_1.fetchReviewCompanyView)(),
             (0, companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView)(),
             (0, companyViewReducer_1.fetchCompanyMetaData)(),
-            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false),
+            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false),
             (0, companyHealthMetricConfigReducer_1.fetchCompanyHealthMetricConfig)(),
         ]);
     }
@@ -77,7 +77,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false));
+            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false));
         }
         return (0, rxjs_1.from)(fetchActions);
     }

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -7,7 +7,7 @@ export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "exp
 export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
 export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
-export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "priority" | "tags" | "createdBy" | "dueDate" | "assignee" | "taskName";
+export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
@@ -18,12 +18,11 @@ export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerS
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
-export type TaskManagerViewFilterCategoryField = 'assignees' | 'creationDate' | 'dueDate' | 'priority' | 'status' | 'company_id' | 'tag';
 export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not_equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField | TaskManagerViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/dashboard/dashboardSelector.js

@@ -60,20 +60,13 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
     const hasTasksCardAccess = tenants.currentTenant?.excludedResources?.resources?.find((resource) => resource.resource === '/reports/task_card') == null;
     let cardsCopy = [...cards];
     const cardsToRemove = new Set();
-    const chargeCardInfo = tenants.currentTenant.companyChargeCardInfo?.info;
-    const creditAccountLimit = chargeCardInfo?.chargeCardsCreditAccountLimit ?? 0;
-    let isZeniPromoCardOn4thPosition = true;
-    const isChargeCardEnabled = chargeCardInfo?.isChargeCardEnabled ?? false;
+    // Credit-only express-interest promo; always omitted while cards are company-product-gated. Reintroduce only with an explicit show rule.
+    cardsToRemove.add('zeni_promo_card');
     if (cardBalance != null &&
         cardBalance.fetchState === 'Completed' &&
         (cardBalance.accountsInOrder.length === 0 ||
             cardBalance.status?.code !== 200)) {
         cardsToRemove.add('card_balance');
-        isZeniPromoCardOn4thPosition = false;
-    }
-    if (isChargeCardEnabled || creditAccountLimit === -1) {
-        cardsToRemove.add('zeni_promo_card');
-        isZeniPromoCardOn4thPosition = false;
     }
     if (hasTopExAccess === false) {
         cardsToRemove.add('top_expenses');
@@ -163,57 +156,29 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
         cardsToRemove.add('bill_pay_card');
         cardsToRemove.add('reimbursement_card');
     }
-    // //show cards carousel as priority, if ZC promo is coming in 2nd position, follow show promos based on Checking promo > Bills & Reimbursement promo
-    // //else if ZC promo is coming in 3rd position, follow ZC promo > Checking promo > Bills & Reimbursement promo
-    if (isZeniPromoCardOn4thPosition) {
+    const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
+    if (showZeniAccountsPromoCard) {
         cardsToRemove.add('bill_pay_promo_card');
         cardsToRemove.add('reimbursement_promo_card');
-        cardsToRemove.add('zeni_accounts_promo_card');
     }
     else {
-        const showZeniAccountsPromoCard = zeniAccountsPromoCard.isShowDepositAccountsPromo === true;
-        if (showZeniAccountsPromoCard) {
-            cardsToRemove.add('bill_pay_promo_card');
-            cardsToRemove.add('reimbursement_promo_card');
-        }
-        else {
-            cardsToRemove.add('zeni_accounts_promo_card');
-        }
+        cardsToRemove.add('zeni_accounts_promo_card');
     }
     // remove treasury promo card if its already enabled
     const isTreasuryTOSAccepted = tenants.currentTenant.companyTreasuryInfo?.info?.isTreasuryTOSAccepted;
     if (isTreasuryTOSAccepted === true || isTreasuryFeatureEnabled === false) {
         cardsToRemove.add('treasury_promo_card');
     }
-    // More than one promo card can't be shown in the dashboard(Priority: Treasury>Cards>Accounts>Bill> Remi)
-    // There is an exception when number of card accounts connected to QBO is zero, in that case we replace card_balance tile in 2nd position with zeni_promo_card,
-    // so 3rd position tile could be any other promo card based on priority order.
+    // More than one promo card can't be shown on the dashboard (priority: Treasury > Accounts > Bill > Remi).
     const PROMO_CARD_PRIORITY_ORDER = [
         'treasury_promo_card',
-        'zeni_promo_card',
         'zeni_accounts_promo_card',
         'bill_pay_promo_card',
         'reimbursement_promo_card',
     ];
-    const promoCards = PROMO_CARD_PRIORITY_ORDER;
-    const promoCardsTobeRetained = promoCards.filter((c) => !cardsToRemove.has(c));
+    const promoCardsTobeRetained = PROMO_CARD_PRIORITY_ORDER.filter((c) => !cardsToRemove.has(c));
     if (promoCardsTobeRetained.length > 1) {
-        const cardsToKeep = new Set();
-        if (cardsToRemove.has('card_balance') &&
-            promoCardsTobeRetained.includes('zeni_promo_card')) {
-            // zeni_promo_card is the primary promo card when card_balance is removed
-            cardsToKeep.add('zeni_promo_card');
-            // Also keep the highest priority non-zeni promo card as the 2nd
-            const secondCard = promoCardsTobeRetained.find((card) => card !== 'zeni_promo_card');
-            if (secondCard != null) {
-                cardsToKeep.add(secondCard);
-            }
-        }
-        else {
-            // Keep only the highest priority promo card
-            cardsToKeep.add(promoCardsTobeRetained[0]);
-        }
-        // Remove all other promo cards not in cardsToKeep
+        const cardsToKeep = new Set([promoCardsTobeRetained[0]]);
         promoCardsTobeRetained.forEach((card) => {
             if (!cardsToKeep.has(card)) {
                 cardsToRemove.add(card);

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "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";
+    messageSection: "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";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -13,8 +13,8 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
-import { TransactionFilters } from '../transactionFilterHelpers';
 import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 export declare const initialTransactionTabViewState: TransactionsTabViewState;
 export declare const initialState: TransactionsViewState;
 export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts

@@ -1,8 +1,8 @@
 import { ID } from '../../../commonStateTypes/common';
 import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
 import { RootState } from '../../../reducer';
-import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
 import { TransactionView } from '../transactionFilterHelpers';
+import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
 export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
 export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
 export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;

package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js

@@ -12,12 +12,12 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 // Walks the tab's transactionReviewLocalDataById map and returns
 // `{ [transactionId]: true }` for every transaction that has at least
 // one line whose targeted-fetch is In-Progress. Pulled out as a plain

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -20,7 +20,7 @@ export interface SaveReconciliationDetailFailurePayload {
     error: ZeniAPIStatus;
     fetchStateByAction: SaveReconcileDetailActionPayload;
 }
-export declare const toReconciliationTabsType: (v: string) => "review" | "reconcile";
+export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
 export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
 declare const toReconReconcileSortKeysType: (v: string) => "date" | "amount" | "type" | "account" | "memo" | "clearedDate" | "payee" | "transactionDirection" | "recommended";
 export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -16,8 +16,8 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
-import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 import { TransactionFilters } from '../transactionFilterHelpers';
+import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 import { CompletedSubTab } from './completedSubTab';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;

package/lib/view/fileView/epic/deleteFileEpic.js

@@ -6,7 +6,7 @@ const operators_1 = require("rxjs/operators");
 const fileReducer_1 = require("../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const fileViewReducer_1 = require("../fileViewReducer");
-const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.deleteFile.match), (0, operators_1.mergeMap)((action) => {
+const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.deleteFile.match), (0, operators_1.switchMap)((action) => {
     /**
      * tenantId is required for deleting onboarding files.
      */

package/lib/view/fileView/epic/deleteFileListEpic.js

@@ -6,7 +6,7 @@ const operators_1 = require("rxjs/operators");
 const fileReducer_1 = require("../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const fileViewReducer_1 = require("../fileViewReducer");
-const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.deleteFileList.match), (0, operators_1.mergeMap)((action) => {
+const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.deleteFileList.match), (0, operators_1.switchMap)((action) => {
     const { fileIds } = action.payload;
     return zeniAPI
         .deleteAndGetJSON(`${zeniAPI.apiEndPoints.fileMicroServiceBaseUrl}/1.0/files?query=${encodeURIComponent(JSON.stringify({ file_ids: fileIds }))}`)

package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewEpic.js

@@ -21,7 +21,7 @@ const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSe
 const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerView.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
     const { onboardingCustomerViewState } = state$.value;
-    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
+    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, } = onboardingCustomerViewState;
     const companyLocalData = companyDetails.localData;
     const primaryContactLocalData = primaryContactDetails.localData;
     let companyOfficerLocalData;
@@ -55,12 +55,8 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
             Boolean(companyOfficerLocalData.email) === true // Don't save Empty Company Officer details
             ? (0, updateBusinessVerificationDetailsEpic_1.toBusinessVerificationOfficerDataPayload)(companyOfficerLocalData, false, companyOfficerAddressToCreate)
             : {};
-        // Verification step has two sub-steps that share currentStep but save
-        // different payloads — currentSubStep is the source of truth here.
-        const isOfficerSave = currentStep === 'verification' &&
-            currentSubStep === 'company_officer';
         if (isBillingAddressUpdate === false) {
-            if (isOfficerSave) {
+            if (currentStep === 'company_officer') {
                 payload = {
                     company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
                     company_officer,
@@ -73,11 +69,6 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 };
             }
         }
-        const section = isBillingAddressUpdate === true
-            ? 'setup_billing'
-            : isOfficerSave
-                ? 'company_officer'
-                : 'company_details';
         const messageSectionMapper = {
             company_officer: {
                 sendForVerification: 'onboarding_customer_identity_verification_submit',
@@ -87,20 +78,23 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 sendForVerification: 'onboarding_customer_business_verification_submit',
                 save: 'onboarding_customer_business_verification_save',
             },
-            setup_billing: {
+            link_payment_account: {
                 save: 'billing_address_view',
                 sendForVerification: 'billing_address_view',
             },
         };
         let messageSection;
         if (isBillingAddressUpdate === true) {
-            messageSection = messageSectionMapper[section].save;
-        }
-        else if (sendForVerification === true) {
-            messageSection = messageSectionMapper[section].sendForVerification;
+            messageSection = messageSectionMapper[currentStep].save;
         }
         else {
-            messageSection = messageSectionMapper[section].save;
+            if (sendForVerification === true) {
+                messageSection =
+                    messageSectionMapper[currentStep].sendForVerification;
+            }
+            else {
+                messageSection = messageSectionMapper[currentStep].save;
+            }
         }
         return zeniAPI
             .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
@@ -123,18 +117,18 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 const externalConnections = currentTenant.externalConnections;
                 const isQBOConnection = externalConnections?.accounting?.some((connection) => connection.connectionName.match(/quickbooks/i)) ?? false;
                 const { allSteps } = (0, onboardingCustomerViewSelector_1.getOnboardingCustomerView)(state$.value, companyId);
-                if (currentStep === 'setup_billing') {
+                if (currentStep === 'link_payment_account') {
                     if (isQBOConnection === true &&
-                        allSteps.includes('connect_ledger')) {
-                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'connect_ledger' }));
+                        allSteps.includes('qbo_connection')) {
+                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'qbo_connection' }));
                     }
                     else {
-                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'verification' }));
+                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'company_officer' }));
                     }
                 }
-                // The officer→details transition is now a sub-step change
-                // handled by the page (currentSubStep dispatch). No
-                // currentStep update needed for that traversal anymore.
+                if (currentStep === 'company_officer') {
+                    actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'company_details' }));
+                }
                 actions.push((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData)({
                     companyId: response.data.companies[0].company_id,
                     currentStep,

package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.d.ts

@@ -1,6 +1,6 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { RootState } from '../../../../../reducer';
 import { newAddressInLocalStore, resetNewAddressDataInLocalStore, resetNewAddressesInLocalStore } from '../../../../addressView/addressViewReducer';
-import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewLocalStoreData } from '../../onboardingCustomerViewReducer';
-export type ActionType = ReturnType<typeof updateOnboardingCustomerViewLocalStoreData> | ReturnType<typeof saveOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof clearOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof resetNewAddressesInLocalStore> | ReturnType<typeof newAddressInLocalStore> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateCurrentStep> | ReturnType<typeof updateCurrentSubStep>;
+import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerViewLocalStoreData } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof updateOnboardingCustomerViewLocalStoreData> | ReturnType<typeof saveOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof clearOnboardingCustomerViewDataInLocalStore> | ReturnType<typeof resetNewAddressesInLocalStore> | ReturnType<typeof newAddressInLocalStore> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateCurrentStep>;
 export declare const updateOnboardingCustomerViewLocalStoreDataEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.js

@@ -22,7 +22,7 @@ const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewRed
 const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSelector");
 const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, currentStep, reCalculateCurrentStep } = action.payload;
-    const { companyState, companyViewState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
+    const { companyState, companyViewState, fileState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
     const { subscriptionPaymentAccountIds } = onboardingCustomerViewState;
     const subscriptionIDs = (0, get_1.default)(companyViewState.passportView.subscriptionIDsByCompanyID, companyId, undefined);
     const companyView = (0, getCompanyView_1.getCompanyView)(state$.value, companyId, subscriptionIDs ?? []);
@@ -42,12 +42,7 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
         const onboardingCustomerViewLocalData = toOnboardingCustomerViewLocalData(company, companyOfficers, companyOfficerRoles, primaryContact);
         const { companyDetails, officers, primaryContactDetails } = onboardingCustomerViewLocalData;
         let updatedCompanyDetails = companyDetails;
-        // After an officer sub-step save inside the verification step, propagate
-        // the latest syncToken into the cached company-details local data so the
-        // user's next details-save doesn't 409.
-        const isOfficerSave = currentStep === 'verification' &&
-            onboardingCustomerViewState.currentSubStep === 'company_officer';
-        if (isOfficerSave &&
+        if (currentStep === 'company_officer' &&
             onboardingCustomerViewState.companyDetails.localData != null) {
             const { companyInfo } = company;
             const { syncToken } = companyInfo;
@@ -56,7 +51,7 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
                 syncToken,
             };
         }
-        let updatedCurrentStep = 'setup_billing';
+        let updatedCurrentStep = 'link_payment_account';
         let subscriptionPaymentAccount;
         const { companyOnboardingInfo } = company;
         const accountingConnectionCreationMode = companyOnboardingInfo?.onboardingInfo
@@ -83,17 +78,18 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
                 cardPaymentViewState.cardPaymentsIds.length > 0) &&
                 companyView?.company.company.companyOnboardingInfo
                     .subscriptionBillingAddressId != null) {
-                updatedCurrentStep = 'connect_ledger';
-                const isOnboardingAiActivationViewed = companyOnboardingInfo?.onboardingInfo
-                    ?.onboardingAiActivationInfo?.isOnboardingAiActivationViewed ??
-                    false;
-                // Past the ledger step we always sit on connect_data_source —
-                // it has many integrations, so we treat it as never auto-complete
-                // and only advance to verification on an explicit user dispatch.
-                // While the AI activation interstitial hasn't been viewed yet,
-                // stay on connect_ledger so the interstitial gets its chance.
-                if (isValidConnection && isOnboardingAiActivationViewed) {
-                    updatedCurrentStep = 'connect_data_source';
+                updatedCurrentStep = 'qbo_connection';
+                if (isValidConnection) {
+                    updatedCurrentStep = 'company_officer';
+                    let officerIndex = companyOfficers.length > 0
+                        ? officers.findIndex((officer) => officer?.isSelectedForVerification === true)
+                        : 0;
+                    if (officerIndex === -1) {
+                        officerIndex = 0;
+                    }
+                    if ((0, onboardingCustomerViewSelector_1.isOfficerDetailsCompleted)(companyOfficers, companyOfficerRoles, officers[officerIndex], fileState)) {
+                        updatedCurrentStep = 'company_details';
+                    }
                 }
             }
         }
@@ -115,14 +111,6 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
         }
         if (reCalculateCurrentStep === true) {
             fetchActions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: updatedCurrentStep }));
-            // Whenever the recalc lands the user on a different step, reset
-            // the sub-step to the step's landing sub-state — otherwise a
-            // stale subStep (e.g. 'default' carried over from another step)
-            // leaves verification rendering an empty form.
-            if (updatedCurrentStep !== onboardingCustomerViewState.currentStep) {
-                const targetSubStep = updatedCurrentStep === 'verification' ? 'unlock-stack' : 'default';
-                fetchActions.push((0, onboardingCustomerViewReducer_1.updateCurrentSubStep)({ subStep: targetSubStep }));
-            }
         }
     }
     if (companyView != null) {

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

@@ -15,9 +15,6 @@ export interface OnboardingStatusPayload {
     is_user_landed_to_interim_page: boolean;
     should_complete_onboarding: boolean;
 }
-export interface AiFinanceTeamAcknowledgementPayload {
-    is_onboarding_ai_finance_team_acknowledged: boolean;
-}
 interface CompaniesData {
     companies: CompanyPayload[];
 }