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

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

@@ -3,19 +3,15 @@ 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 ["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 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 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
  */
@@ -25,33 +21,16 @@ 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[];
@@ -65,29 +44,5 @@ 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

@@ -1,72 +1,32 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+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;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-// 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.ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
+    'link_payment_account',
+];
 exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'connect_ledger',
+    'qbo_connection',
 ];
 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 = [
-    'verification',
+    'company_officer',
+    'company_details',
 ];
 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/initializeEditPersonEpic.js

@@ -3,6 +3,8 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.initializeEditPersonEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const cardsVisibilityHelpers_1 = require("../../entity/company/cardsVisibilityHelpers");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const userSelector_1 = require("../../entity/user/userSelector");
 const userRoleSelector_1 = require("../../entity/userRole/userRoleSelector");
 const peopleReducer_1 = require("./peopleReducer");
@@ -21,11 +23,13 @@ const initializeEditPersonEpic = (actions$, state$) => actions$.pipe((0, operato
         };
         const email = person.user?.email;
         const { userRoles, managerUserId: managerId, accountingClassIDs, } = person.userRole;
+        const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+        const rolesForLocalStore = (0, cardsVisibilityHelpers_1.filterChargeCardRolesWhenProductDisabled)(userRoles, currentTenant.company);
         fetchActions.push((0, peopleReducer_1.peopleSaveDataInLocalStore)({
             peopleLocalData: [
                 {
                     email: email != null ? [email] : [],
-                    role: userRoles,
+                    role: rolesForLocalStore,
                     managerId,
                     departmentId: accountingClassIDs[0],
                 },

package/lib/view/people/invitePeopleEpic.js

@@ -3,7 +3,9 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.invitePeopleEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const cardsVisibilityHelpers_1 = require("../../entity/company/cardsVisibilityHelpers");
 const snackbarReducer_1 = require("../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const userReducer_1 = require("../../entity/user/userReducer");
 const userRoleReducer_1 = require("../../entity/userRole/userRoleReducer");
 const responsePayload_1 = require("../../responsePayload");
@@ -11,7 +13,8 @@ const updateManagersListOnRoleChange_1 = require("./helpers/updateManagersListOn
 const peopleReducer_1 = require("./peopleReducer");
 const invitePeopleEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(peopleReducer_1.invitePeople.match), (0, operators_1.switchMap)(() => {
     const peopleLocalData = state$.value.peopleState.personDetails.localData;
-    const invitePayload = toInvitePayloadFromLocalData(peopleLocalData);
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+    const invitePayload = toInvitePayloadFromLocalData(peopleLocalData, currentTenant.company);
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/invites`, invitePayload)
         .pipe((0, operators_1.mergeMap)((response) => {
@@ -35,11 +38,11 @@ const invitePeopleEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operat
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, peopleReducer_1.invitePeopleFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'User Roles REST API call errored out' + JSON.stringify(error))))));
 }));
 exports.invitePeopleEpic = invitePeopleEpic;
-const toInvitePayloadFromLocalData = (peopleLocalData) => {
+const toInvitePayloadFromLocalData = (peopleLocalData, company) => {
     const invitedPeople = peopleLocalData
         .map((local) => {
         const rolesPayload = {};
-        local.role.forEach((role) => {
+        (0, cardsVisibilityHelpers_1.filterChargeCardRolesWhenProductDisabled)(local.role, company).forEach((role) => {
             rolesPayload[`is_${role}`] = true;
         });
         return local.email.map((mail) => {

package/lib/view/people/peopleSaveUpdatesEpic.js

@@ -3,7 +3,9 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.peopleSaveUpdatesEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const cardsVisibilityHelpers_1 = require("../../entity/company/cardsVisibilityHelpers");
 const snackbarReducer_1 = require("../../entity/snackbar/snackbarReducer");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const userRoleReducer_1 = require("../../entity/userRole/userRoleReducer");
 const userRoleType_1 = require("../../entity/userRole/userRoleType");
 const responsePayload_1 = require("../../responsePayload");
@@ -13,7 +15,8 @@ const peopleSaveUpdatesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, o
     const { localData, person } = state$.value.peopleState.personDetails;
     const { userRole } = person;
     const { isZeniTenant } = action.payload;
-    const updatesPayload = toPersonUpdatableInfoPayload(localData[0], isZeniTenant, person);
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+    const updatesPayload = toPersonUpdatableInfoPayload(localData[0], isZeniTenant, person, currentTenant.company);
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/user-roles/${userRole.userRoleId}`, updatesPayload)
         .pipe((0, operators_1.mergeMap)((response) => {
@@ -41,7 +44,7 @@ const peopleSaveUpdatesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, o
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, peopleReducer_1.peopleSaveUpdatesFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'User Roles save updates errored out' + JSON.stringify(error))))));
 }));
 exports.peopleSaveUpdatesEpic = peopleSaveUpdatesEpic;
-const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
+const toPersonUpdatableInfoPayload = (info, isZeniTenant, person, company) => {
     const payload = {};
     const { accountingClassIDs, managerUserId, userRoles } = person.userRole;
     if (info.departmentId != null &&
@@ -56,6 +59,7 @@ const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
             info.managerId !== 'no_manager' ? info.managerId : null;
     }
     if (info.role != null) {
+        const rolesForUpdate = (0, cardsVisibilityHelpers_1.filterChargeCardRolesWhenProductDisabled)(info.role, company);
         /**
          * Mark previously selected roles as false and new roles true
          */
@@ -66,7 +70,7 @@ const toPersonUpdatableInfoPayload = (info, isZeniTenant, person) => {
             }
             rolesPayload[`is_${role}`] = false;
         });
-        info.role.forEach((role) => {
+        rolesForUpdate.forEach((role) => {
             rolesPayload[`is_${role}`] = true;
         });
         Object.assign(payload, rolesPayload);

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

@@ -1,3 +1,3 @@
-declare const toPeopleSortKeyType: (v: string) => "department" | "name" | "role" | "manager" | "lastSeen";
+declare const toPeopleSortKeyType: (v: string) => "role" | "manager" | "name" | "department" | "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" | "class" | "user" | "createTime" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "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/settingsView/settingsViewHelpers.js

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.isNotificationsTabVisible = exports.isMonthEndNotificationsSectionVisibleOnSettingsPage = exports.isRemindersSectionVisibleOnSettingsPage = exports.isPerformanceTabVisible = exports.isMyBankConnectionsTabVisible = exports.isSettingsVisible = exports.isIntegrationsTabVisible = exports.isCompanyDetailsTabVisible = exports.isBusinessVerificationTabVisible = exports.isBankConnectionsTabVisible = exports.isBillingTabVisible = exports.isApprovalRulesTabVisible = exports.isAccountingTabVisible = void 0;
+const cardsVisibilityHelpers_1 = require("../../entity/company/cardsVisibilityHelpers");
 const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const userRoleType_1 = require("../../entity/userRole/userRoleType");
 const vendorListSelector_1 = require("../vendorList/vendorListSelector");
@@ -63,7 +64,8 @@ const isBankConnectionsTabVisible = (currentTenant, userRoleMap) => {
         return ((0, userRoleType_1.hasBillPayAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasReimbursementAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasZeniAccountsAccessible)(currentTenant, userRoleMap) ||
-            (0, userRoleType_1.hasChargeCardAccessible)(currentTenant, userRoleMap));
+            ((0, userRoleType_1.hasChargeCardAccessible)(currentTenant, userRoleMap) &&
+                (0, cardsVisibilityHelpers_1.isCardsProductEnabledOnCompany)(currentTenant.company)));
     }
     else {
         return false;
@@ -78,7 +80,8 @@ const isBusinessVerificationTabVisible = (currentTenant, userRoleMap) => {
         return ((0, userRoleType_1.hasBillPayAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasReimbursementAccessible)(currentTenant, userRoleMap) ||
             (0, userRoleType_1.hasZeniAccountsAccessible)(currentTenant, userRoleMap) ||
-            (0, userRoleType_1.hasChargeCardAccessible)(currentTenant, userRoleMap));
+            ((0, userRoleType_1.hasChargeCardAccessible)(currentTenant, userRoleMap) &&
+                (0, cardsVisibilityHelpers_1.isCardsProductEnabledOnCompany)(currentTenant.company)));
     }
     else {
         return false;

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, CashManagementRule } from './autoTransferRulesState';
+import { AutoTransferRule } from './autoTransferRulesState';
 export interface AutoTransferRulesSelectorView extends SelectorView {
     autoTransferReviewDetail: ReviewTransferDetail;
     createRuleFetchState: FetchStateAndError;
@@ -17,13 +17,6 @@ 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

@@ -6,30 +6,11 @@ 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, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, 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);
@@ -64,7 +45,6 @@ const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
-        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

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

@@ -1,10 +1,6 @@
-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 {
@@ -31,24 +27,6 @@ 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

@@ -24,13 +24,6 @@ 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

@@ -59,12 +59,6 @@ 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;
@@ -75,13 +69,6 @@ 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) {
@@ -198,7 +185,6 @@ const getReviewPageBillDetail = (state, billId) => {
         zeniAssistRetryStatus,
         billPayInfo,
         outsideZeniPaymentInfo,
-        classId,
     };
 };
 exports.getReviewPageBillDetail = getReviewPageBillDetail;

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

@@ -2,10 +2,9 @@ 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, useV3: boolean], {
+export declare const fetchBillPaySetupApproverView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: any, includeUserRoles?: any], {
     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], {
@@ -19,25 +18,15 @@ 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, useV3: boolean], {
+}, "billPaySetupApproverView/fetchBillPayApproversListFailure", never, never>, deleteBillPayApprovalRule: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleId: string], {
     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>, 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], {
+}, "billPaySetupApproverView/deleteBillPayApprovalRuleFailure", never, never>, saveBillPaySetupApproverViewUpdates: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"billPaySetupApproverView/saveBillPaySetupApproverViewUpdates">, saveBillPaySetupApproverViewUpdatesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[approvalRuleIds: string[], affectedEntityIds?: string[] | undefined, newApprovalRuleId?: string | undefined], {
     approvalRuleIds: string[];
     affectedEntityIds: string[] | undefined;
     newApprovalRuleId: string | undefined;