@zeniai/client-epic-state 5.1.16 → 5.1.18-betaDI1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/accountGroup/accountGroupReducer.d.ts +3 -3
- package/lib/entity/accountRecon/accountReconReducer.d.ts +6 -6
- package/lib/entity/address/addressReducer.d.ts +2 -2
- package/lib/entity/bankAccount/bankAccountReducer.d.ts +2 -2
- package/lib/entity/billPay/billTransaction/billTransactionReducer.d.ts +2 -2
- package/lib/entity/billPay/contact/contactReducer.d.ts +2 -2
- package/lib/entity/billPay/recurringBills/recurringBillsReducer.d.ts +2 -2
- package/lib/entity/cardPayment/cardPaymentReducer.d.ts +3 -3
- package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +6 -6
- package/lib/entity/chargeCard/chargeCardReducer.d.ts +5 -5
- package/lib/entity/chargeCardRepayment/chargeCardRepaymentReducer.d.ts +2 -2
- package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.d.ts +7 -7
- package/lib/entity/class/classReducer.d.ts +4 -4
- package/lib/entity/company/companyReducer.d.ts +12 -12
- package/lib/entity/companyHealthMetric/companyHealthMetricReducer.d.ts +4 -4
- package/lib/entity/connectedAccount/connectedAccountReducer.d.ts +2 -2
- package/lib/entity/countryList/countryListReducer.d.ts +2 -2
- package/lib/entity/currency/currencyReducer.d.ts +2 -2
- package/lib/entity/customer/customerPayload.d.ts +7 -1
- package/lib/entity/customer/customerPayload.js +32 -9
- package/lib/entity/customer/customerReducer.d.ts +3 -3
- package/lib/entity/customerIncome/customerIncomeTrendReducer.d.ts +2 -2
- package/lib/entity/customerSatisfaction/customerSatisfactionReducer.d.ts +2 -2
- package/lib/entity/depositAccount/depositAccountReducer.d.ts +2 -2
- package/lib/entity/depositAccountTransaction/depositAccountTransactionReducer.d.ts +2 -2
- package/lib/entity/file/fileReducer.d.ts +3 -3
- package/lib/entity/forecast/forecastReducer.d.ts +2 -2
- package/lib/entity/genericEntity/entityReducer.d.ts +2 -2
- package/lib/entity/globalMerchant/globalMerchantReducer.d.ts +5 -5
- package/lib/entity/insights/insightReducer.d.ts +3 -3
- package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts +9 -9
- package/lib/entity/merchant/merchantReducer.d.ts +3 -3
- package/lib/entity/onboardingCustomer/onboardingCustomerReducer.d.ts +2 -2
- package/lib/entity/paymentAccount/paymentAccountReducer.d.ts +2 -2
- package/lib/entity/paymentInstrument/paymentInstrumentReducer.d.ts +2 -2
- package/lib/entity/portfolio/accountingSummary/accountingSummaryReducer.d.ts +2 -2
- package/lib/entity/project/projectReducer.d.ts +2 -2
- package/lib/entity/reimbursement/reimbursementPayload.js +2 -1
- package/lib/entity/reimbursement/reimbursementReducer.d.ts +2 -2
- package/lib/entity/sectionAccountsView/sectionAccountsViewReducer.d.ts +3 -3
- package/lib/entity/snackbar/snackbarReducer.d.ts +2 -2
- package/lib/entity/subscription/subscription/subscriptionReducer.d.ts +2 -2
- package/lib/entity/subscription/subscriptionAddOn/subscriptionAddOnReducer.d.ts +2 -2
- package/lib/entity/subscription/subscriptionCoupon/subscriptionCouponReducer.d.ts +2 -2
- package/lib/entity/subscription/subscriptionPlan/subscriptionPlanReducer.d.ts +2 -2
- package/lib/entity/subscription/subscriptionSummary/subscriptionSummaryReducer.d.ts +2 -2
- package/lib/entity/subscriptionPaymentAccount/subscriptionPaymentAccountReducer.d.ts +2 -2
- package/lib/entity/tag/tagReducer.d.ts +3 -3
- package/lib/entity/task/taskPayload.d.ts +1 -0
- package/lib/entity/task/taskPayload.js +1 -0
- package/lib/entity/task/taskReducer.d.ts +6 -2
- package/lib/entity/task/taskReducer.js +8 -2
- package/lib/entity/task/taskState.d.ts +1 -0
- package/lib/entity/taskGroupTemplate/taskGroupTemplateReducer.d.ts +2 -2
- package/lib/entity/taskSummary/taskSummaryReducer.d.ts +2 -2
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/doMagicLinkSignInEpic.d.ts +7 -7
- package/lib/entity/tenant/epic/fetchExcludedResourcesEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/fetchExternalConnectionsEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/fetchSubscriptionSummaryForTenantEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/resendVerifyDeviceOTPEpic.d.ts +4 -4
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/sessionHeartbeatEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/signInUserEpic.d.ts +5 -5
- package/lib/entity/tenant/epic/signOutUserEpic.d.ts +2 -2
- package/lib/entity/tenant/epic/verifyDeviceWithTwoFAEpic.d.ts +6 -6
- package/lib/entity/tenant/tenantReducer.d.ts +49 -49
- package/lib/entity/toastNotification/epic/pushToastNotificationEpic.d.ts +1 -1
- package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js +3 -1
- package/lib/entity/transaction/payloadTypes/transactionLinePayload.js +1 -1
- package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts +1 -1
- package/lib/entity/transaction/transactionReducer.d.ts +10 -10
- package/lib/entity/transactionActivityLog/transactionActivityLogPayload.js +4 -1
- package/lib/entity/transactionActivityLog/transactionActivityLogReducer.d.ts +2 -2
- package/lib/entity/user/userReducer.d.ts +2 -2
- package/lib/entity/userGroups/userGroupsReducer.d.ts +2 -2
- package/lib/entity/userRole/userRoleReducer.d.ts +2 -2
- package/lib/entity/vendor/vendorReducer.d.ts +3 -3
- package/lib/entity/vendorExpense/vendorExpenseReducer.d.ts +2 -2
- package/lib/epic.d.ts +4 -1
- package/lib/epic.js +4 -1
- package/lib/index.d.ts +4 -3
- package/lib/index.js +13 -8
- package/lib/view/accountMappingView/initializeAccountMappingViewEpic.d.ts +4 -1
- package/lib/view/addressView/epic/fetchAddressEpic.d.ts +5 -5
- package/lib/view/addressView/epic/saveNewAddressEpic.d.ts +1 -14
- package/lib/view/addressView/epic/updateAddressEpic.d.ts +5 -5
- package/lib/view/aiAccountantView/aiAccountantViewReducer.d.ts +8 -8
- package/lib/view/aiAccountantView/epics/cancelAiAccountantOnboardingEpic.d.ts +6 -6
- package/lib/view/aiAccountantView/epics/fetchAiAccountantCustomersEpic.d.ts +7 -10
- package/lib/view/aiAccountantView/epics/fetchAiAccountantJobsEpic.d.ts +9 -9
- package/lib/view/aiAccountantView/epics/triggerAiAccountantJobEpic.d.ts +5 -8
- package/lib/view/aiAgentPerformance/aggregatedReportEpic.d.ts +5 -5
- package/lib/view/aiAgentPerformance/aggregatedReportViewReducer.d.ts +2 -2
- package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +29 -29
- package/lib/view/aiCfoView/epics/deleteChatSessionEpic.d.ts +6 -6
- package/lib/view/apAgingView/apAgingDetail/apAgingDetailReducer.d.ts +4 -4
- package/lib/view/apAgingView/apAgingReport/apAgingReducer.d.ts +4 -4
- package/lib/view/arAgingView/arAgingDetail/arAgingDetailReducer.d.ts +4 -4
- package/lib/view/arAgingView/arAgingReport/arAgingReducer.d.ts +5 -5
- package/lib/view/auditReportView/auditReportViewReducer.d.ts +11 -11
- package/lib/view/authenticationView/authenticationViewReducer.d.ts +2 -2
- package/lib/view/autoComplete/entityAutoCompleteReducer.d.ts +4 -4
- package/lib/view/balanceSheet/balanceSheetReducer.d.ts +6 -6
- package/lib/view/bankAccountView/bankAccountViewReducer.d.ts +20 -20
- package/lib/view/billPayCard/billPayCardReducer.d.ts +3 -3
- package/lib/view/cardBalance/cardBalanceEpic.d.ts +8 -8
- package/lib/view/cardBalance/cardBalanceReducer.d.ts +3 -3
- package/lib/view/cardBalance/statementCloseDayEpic.d.ts +4 -4
- package/lib/view/cardPayment/cardPaymentViewReducer.d.ts +8 -8
- package/lib/view/cardPayment/epic/addCardPaymentSourceEpic.d.ts +3 -3
- package/lib/view/cardPayment/epic/confirmCardSetupIntentEpic.d.ts +2 -2
- package/lib/view/cardPayment/epic/createCardSetupIntentEpic.d.ts +2 -2
- package/lib/view/cardPayment/epic/fetchPaymentSourcesEpic.d.ts +7 -7
- package/lib/view/cashBalance/cashBalanceEpic.d.ts +8 -8
- package/lib/view/cashBalance/cashBalanceReducer.d.ts +2 -2
- package/lib/view/cashFlow/cashFlowReducer.d.ts +6 -6
- package/lib/view/cashInCashOut/cashInCashOutEpic.d.ts +14 -14
- package/lib/view/cashInCashOut/cashInCashOutReducer.d.ts +6 -6
- package/lib/view/cashPosition/cashPositionEpic.d.ts +11 -11
- package/lib/view/cashPosition/cashPositionReducer.d.ts +6 -6
- package/lib/view/classList/classListReducer.d.ts +2 -2
- package/lib/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.d.ts +6 -6
- package/lib/view/commonVendorView/vendorView/vendorViewReducer.d.ts +25 -25
- package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts +14 -14
- package/lib/view/companyConfigView/companyConfigReducer.d.ts +2 -2
- package/lib/view/companyHealthMetricView/companyHealthMetricConfigReducer.d.ts +2 -2
- package/lib/view/companyHealthMetricView/companyHealthMetricViewReducer.d.ts +9 -9
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts +23 -23
- package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.d.ts +5 -5
- package/lib/view/companyTaskManagerView/epics/fetchTaskManagerMetricsEpic.js +8 -1
- package/lib/view/companyView/companyViewReducer.d.ts +39 -39
- package/lib/view/companyView/epic/companyPassport/saveCompanyPassportDetailsEpic.d.ts +3 -3
- package/lib/view/createTransferEntry/createTransferEntryReducer.d.ts +6 -6
- package/lib/view/creditAgentView/creditAgentViewReducer.d.ts +8 -8
- package/lib/view/creditAgentView/epics/fetchCardProfilesEpic.d.ts +2 -5
- package/lib/view/creditAgentView/epics/fetchCreditAgentMacroEpic.d.ts +5 -5
- package/lib/view/creditAgentView/epics/saveCreditAgentMacroEpic.d.ts +8 -8
- package/lib/view/creditAgentView/epics/scheduleTenantCreditScoreCronEpic.d.ts +3 -3
- package/lib/view/creditAgentView/epics/updateCardProfileEpic.d.ts +3 -9
- package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
- package/lib/view/dashboardLayout/dashboardLayoutReducer.d.ts +2 -2
- package/lib/view/dashboardLayout/fetchDashboardLayoutEpic.d.ts +5 -8
- package/lib/view/dashboardLayout/updateDashboardLayoutEpic.d.ts +4 -4
- package/lib/view/expenseAutomationView/epics/accountRecon/uploadAccountStatementEpic.d.ts +3 -3
- package/lib/view/expenseAutomationView/epics/jeSchedule/accountSettings/initializeAccountSettingsViewEpic.d.ts +4 -1
- package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.d.ts +5 -5
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +6 -6
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.d.ts +10 -10
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +23 -23
- package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +30 -30
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +32 -32
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +33 -33
- package/lib/view/featureNotificationView/epics/fetchRegisteredInterestsEpic.d.ts +2 -2
- package/lib/view/featureNotificationView/epics/notifyMeForFeatureEpic.d.ts +2 -2
- package/lib/view/featureNotificationView/featureNotificationViewReducer.d.ts +7 -7
- package/lib/view/fileView/fileViewReducer.d.ts +17 -17
- package/lib/view/financeStatement/financeStatementEpic.d.ts +3 -30
- package/lib/view/financeStatement/financeStatementReducer.d.ts +4 -4
- package/lib/view/forecastList/forecastListReducer.d.ts +2 -2
- package/lib/view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewReducer.d.ts +2 -2
- package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +7 -7
- package/lib/view/insightsCard/insightsCardEpic.d.ts +8 -8
- package/lib/view/insightsCard/insightsCardReducer.d.ts +2 -2
- package/lib/view/monthEndCloseChecksView/monthEndCloseChecksViewReducer.d.ts +6 -6
- package/lib/view/netBurnOrIncome/fetchNetBurnOrIncomeWithForecastEpic.d.ts +2 -2
- package/lib/view/netBurnOrIncome/netBurnOrIncomeReducer.d.ts +12 -12
- package/lib/view/netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer.d.ts +8 -8
- package/lib/view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardReducer.d.ts +3 -3
- package/lib/view/notificationView/notificationViewReducer.d.ts +17 -17
- package/lib/view/onboardingView/cockpitView/epic/updateQBOConnectionPoolExternalConnectionEpic.d.ts +4 -4
- package/lib/view/onboardingView/cockpitView/onboardingCockpitViewReducer.d.ts +28 -28
- package/lib/view/onboardingView/customerView/epic/customerDetails/fetchOnboardingCustomerViewEpic.d.ts +2 -2
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +30 -30
- package/lib/view/opEx/fetchOpExWithForecastEpic.d.ts +2 -2
- package/lib/view/opEx/opExReducer.d.ts +12 -12
- package/lib/view/opExByVendor/opExByVendorReducer.d.ts +13 -13
- package/lib/view/opExClassesView/opExClassesViewReducer.d.ts +8 -8
- package/lib/view/ownerList/ownerListReducer.d.ts +3 -3
- package/lib/view/people/changeZeniPersonRolesEpic.d.ts +13 -13
- package/lib/view/people/deletePersonEpic.d.ts +5 -8
- package/lib/view/people/fetchPeopleEpic.d.ts +6 -6
- package/lib/view/people/invitePeopleEpic.d.ts +14 -14
- package/lib/view/people/inviteZeniPeopleEpic.d.ts +12 -12
- package/lib/view/people/peoplePageEpic.d.ts +4 -4
- package/lib/view/people/peopleReducer.d.ts +10 -10
- package/lib/view/people/resendInviteEpic.d.ts +5 -8
- package/lib/view/profitAndLoss/profitAndLossReducer.d.ts +6 -6
- package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.d.ts +9 -9
- package/lib/view/profitAndLossProjectView/profitAndLossProjectViewReducer.d.ts +8 -8
- package/lib/view/projectList/projectListReducer.d.ts +2 -2
- package/lib/view/recommendation/recommendationReducer.d.ts +7 -7
- package/lib/view/referralView/referralReducer.d.ts +7 -7
- package/lib/view/reimbursementCard/reimbursementCardReducer.d.ts +3 -3
- package/lib/view/reportUIOptions/reportUIOptionsReducer.d.ts +8 -8
- package/lib/view/reportUIOptions/updateReportUIOptionCOABalancesRangeEpic.d.ts +8 -8
- package/lib/view/reportUIOptions/updateReportUIOptionCompareModeEpic.d.ts +1 -38
- package/lib/view/reportUIOptions/updateReportUIOptionThisPeriodEpic.d.ts +1 -29
- package/lib/view/reportUIOptions/updateReportUIOptionTimeFrameEpic.d.ts +1 -13
- package/lib/view/reportsResync/reportsResyncReducer.d.ts +5 -5
- package/lib/view/revenue/fetchRevenueWithForecastEpic.d.ts +2 -2
- package/lib/view/revenue/revenueReducer.d.ts +12 -12
- package/lib/view/revenueClassesView/revenueClassesViewReducer.d.ts +8 -8
- package/lib/view/reviewCompanyView/reviewCompanyViewReducer.d.ts +8 -8
- package/lib/view/scheduleView/scheduleAccruedDetailView/scheduleAccruedDetailReducer.d.ts +24 -24
- package/lib/view/scheduleView/scheduleDetailView/scheduleDetailReducer.d.ts +20 -20
- package/lib/view/scheduleView/scheduleListView/scheduleListReducer.d.ts +17 -17
- package/lib/view/settingsView/epic/fetchBankAccountsListEpic.d.ts +11 -11
- package/lib/view/settingsView/epic/fetchMyProfileEpic.d.ts +14 -17
- package/lib/view/settingsView/epic/fetchNotificationSettingsEpic.d.ts +5 -5
- package/lib/view/settingsView/epic/saveNotificationSettingsEpic.d.ts +6 -6
- package/lib/view/settingsView/settingsViewReducer.d.ts +15 -15
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesReducer.d.ts +15 -15
- package/lib/view/spendManagement/billPay/billDetailView/billDetailViewReducer.d.ts +19 -19
- package/lib/view/spendManagement/billPay/billDetailView/epics/cancelAndDeleteBillEpic.d.ts +3 -3
- package/lib/view/spendManagement/billPay/billDetailView/epics/fetchBillDetailEpic.d.ts +2 -2
- package/lib/view/spendManagement/billPay/billList/billListReducer.d.ts +9 -9
- package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigReducer.d.ts +3 -3
- package/lib/view/spendManagement/billPay/billPayReview/billPayReviewReducer.d.ts +4 -4
- package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewReducer.d.ts +18 -18
- package/lib/view/spendManagement/billPay/billPaySetupView/billPaySetupViewReducer.d.ts +4 -4
- package/lib/view/spendManagement/billPay/billsBulkActionView/billsBulkActionViewReducer.d.ts +5 -5
- package/lib/view/spendManagement/billPay/editBillView/editBillViewReducer.d.ts +31 -31
- package/lib/view/spendManagement/billPay/editBillView/epics/fetchBillAndInitializeLocalStoreEpic.d.ts +1 -1
- package/lib/view/spendManagement/billPay/editBillView/epics/fetchVendorByNameAndParseInvoice.d.ts +1 -1
- package/lib/view/spendManagement/billPay/internationalWire/internationalWireReducer.d.ts +10 -10
- package/lib/view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer.d.ts +7 -7
- package/lib/view/spendManagement/billPay/magicLinkView/magicLinkViewReducer.d.ts +18 -18
- package/lib/view/spendManagement/billPay/previousBills/previousBillsReducer.d.ts +4 -4
- package/lib/view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer.d.ts +3 -3
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +7 -7
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +7 -7
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +4 -4
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +4 -4
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +7 -7
- package/lib/view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer.d.ts +5 -5
- package/lib/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.d.ts +3 -3
- package/lib/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.d.ts +2 -2
- package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer.d.ts +49 -49
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer.d.ts +23 -23
- package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryReducer.d.ts +7 -7
- package/lib/view/spendManagement/chargeCards/chargeCardRepaymentDetail/chargeCardRepaymentDetailReducer.d.ts +4 -4
- package/lib/view/spendManagement/chargeCards/chargeCardSetUp/chargeCardSetUpViewReducer.d.ts +5 -5
- package/lib/view/spendManagement/chargeCards/chargeCardStatementList/chargeCardStatementListReducer.d.ts +4 -4
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.d.ts +7 -7
- package/lib/view/spendManagement/commonHistoryView/commonHistoryReducer.d.ts +4 -4
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +1 -9
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +12 -12
- package/lib/view/spendManagement/merchantList/merchantListReducer.d.ts +2 -2
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts +26 -26
- package/lib/view/spendManagement/realTimeApprovalView/realTimeApprovalReducer.d.ts +4 -4
- package/lib/view/spendManagement/reimbursement/editRemiView/editRemiViewReducer.d.ts +24 -24
- package/lib/view/spendManagement/reimbursement/editRemiView/epics/fetchRecommendationsAndUpdateMerchantRecommendationsEpic.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/reimbursementConfig/reimbursementConfigReducer.d.ts +2 -2
- package/lib/view/spendManagement/reimbursement/remiDetailView/remiDetailViewReducer.d.ts +15 -15
- package/lib/view/spendManagement/reimbursement/remiListView/remiListReducer.d.ts +9 -9
- package/lib/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewReducer.d.ts +18 -18
- package/lib/view/spendManagement/reimbursement/remiSetupView/remiSetupViewReducer.d.ts +6 -6
- package/lib/view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer.d.ts +5 -5
- package/lib/view/spendManagement/treasury/treasuryList/treasuryDetailReducer.d.ts +11 -11
- package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.d.ts +7 -7
- package/lib/view/spendManagement/treasury/treasuryStatementList/treasuryStatementListReducer.d.ts +4 -4
- package/lib/view/spendManagement/treasury/treasuryTaxLetterList/treasuryTaxLetterListReducer.d.ts +4 -4
- package/lib/view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyReducer.d.ts +3 -3
- package/lib/view/spendManagement/zeniAccounts/checkDeposit/checkDepositReducer.d.ts +3 -3
- package/lib/view/spendManagement/zeniAccounts/depositAccountDetail/depositAccountDetailReducer.d.ts +10 -10
- package/lib/view/spendManagement/zeniAccounts/depositAccountList/depositAccountListReducer.d.ts +4 -4
- package/lib/view/spendManagement/zeniAccounts/depositAccountTransactionList/depositAccountTransactionListReducer.d.ts +4 -4
- package/lib/view/spendManagement/zeniAccounts/expressPay/expressPayReducer.d.ts +4 -4
- package/lib/view/spendManagement/zeniAccounts/paymentAccountList/paymentAccountListReducer.d.ts +9 -9
- package/lib/view/spendManagement/zeniAccounts/transferDetail/transferDetailReducer.d.ts +3 -3
- package/lib/view/spendManagement/zeniAccounts/zeniAccountList/zeniAccountListReducer.d.ts +5 -5
- package/lib/view/spendManagement/zeniAccounts/zeniAccountSetUp/zeniAccountSetupViewReducer.d.ts +3 -3
- package/lib/view/spendManagement/zeniAccounts/zeniAccountsConfig/zeniAccountsConfigReducer.d.ts +3 -3
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- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.js +0 -16
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- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.js +0 -54
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- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.js +0 -1
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- package/lib/esm/view/zeniOAuthView/zeniOAuthState.js +0 -1
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- package/lib/esm/zeniDayJS.js +0 -118
- package/lib/esm/zeniUrl.js +0 -12
- package/lib/responsePayload.d.ts +0 -39
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- package/lib/view/accountList/accountListPayload.d.ts +0 -7
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- package/lib/view/accountList/accountListState.d.ts +0 -12
- package/lib/view/accountList/accountListState.js +0 -2
- package/lib/view/accountMappingView/accountMappingReducer.d.ts +0 -18
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- package/lib/view/accountMappingView/accountMappingState.d.ts +0 -63
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- package/lib/view/accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload.d.ts +0 -44
- package/lib/view/accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload.js +0 -67
- package/lib/view/addressView/addressViewReducer.d.ts +0 -46
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- package/lib/view/companyView/types/companyPassport/companyUsersLocalData.d.ts +0 -22
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- package/lib/view/profitAndLossProjectView/profitAndLossProjectViewPayload.d.ts +0 -33
- package/lib/view/profitAndLossProjectView/profitAndLossProjectViewPayload.js +0 -2
- package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigPayload.d.ts +0 -117
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- package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigState.d.ts +0 -109
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- package/lib/view/spendManagement/commonSetup/setupViewState.js +0 -19
- package/lib/view/spendManagement/reimbursement/remiSetupView/remiSetupViewState.d.ts +0 -28
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- package/lib/view/subscriptionView/types/subscriptionTypes.d.ts +0 -6
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- package/lib/zeniDayJS.d.ts +0 -40
- package/lib/zeniDayJS.js +0 -169
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import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
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import { getFilesByFileIds } from '../../../entity/file/fileSelector';
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import { getPaymentAccountByPaymentAccountId } from '../../../entity/paymentAccount/paymentAccountSelector';
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import { getSubscriptionPaymentAccountByAccountId } from '../../../entity/subscriptionPaymentAccount/subscriptionPaymentAccountSelector';
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import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
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import { getUserByUserId, getUsersByUserIds, } from '../../../entity/user/userSelector';
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import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector';
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import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
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import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
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import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
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export function getOnboardingCustomerView(state, companyId) {
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const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
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const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
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const { paymentAccountIds } = paymentAccountDetails;
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let subscriptionPaymentAccount;
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let paymentAccount;
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let paymentAccountStatus;
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if (paymentAccountIds?.length > 0) {
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const paymentAccountId = paymentAccountIds[0];
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paymentAccount = getPaymentAccountByPaymentAccountId(paymentAccountState, paymentAccountId);
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if (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
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true) {
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paymentAccountStatus = {
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name: 'Verified',
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code: 'verified',
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};
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}
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else if (paymentAccount?.providerVerificationStatus?.code?.includes('pending') ===
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true) {
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paymentAccountStatus = {
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name: 'Pending Verification',
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code: 'pending_verification',
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};
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}
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}
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if (subscriptionPaymentAccountIds.length > 0) {
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const subscriptionPaymentAccountId = subscriptionPaymentAccountIds[0];
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subscriptionPaymentAccount = getSubscriptionPaymentAccountByAccountId(subscriptionPaymentAccountState, subscriptionPaymentAccountId);
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}
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const currentTenant = getCurrentTenant(state);
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const externalConnections = currentTenant.externalConnections;
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const companyView = getCompanyView(state, companyId, []);
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const onboardingInfo = companyView?.company.company.companyOnboardingInfo.onboardingInfo;
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const accountingConnectionCreationMode = onboardingInfo?.accountingConnectionCreationMode;
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const companyOfficerIds = companyView?.companyOfficers.map((officer) => officer.user.userId);
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const subscriptionBillingAddress = addressViewState.newAddressState?.subscription_billing_address;
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const companyOfficers = getUsersByUserIds(userState, companyOfficerIds ?? []);
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const companyOfficerRoles = getUserRoleByUserIds(userRoleState, companyOfficerIds ?? []);
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const primaryContact = companyView?.primaryContact?.user.userId != null
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? getUserByUserId(userState, companyView?.primaryContact?.user.userId)
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: undefined;
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const { companyDetailsLocalData, companyOfficerLocalData } = getCompanyAndIdentityDetails(state, companyId, {
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companyDetails,
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companyOfficerUpdateStatus,
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primaryContactDetails,
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parsingDocumentFileIds,
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});
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const companyAddress = addressViewState.newAddressState?.company_address;
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if (companyAddress == null &&
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companyView?.company.company.managementInfo.companyAddressId == null &&
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companyView?.company.company.companyOnboardingInfo
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.subscriptionBillingAddressId != null &&
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companyDetailsLocalData != null &&
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subscriptionBillingAddress != null) {
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companyDetailsLocalData.addressStatus = subscriptionBillingAddress;
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}
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const completedSteps = [];
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const halfCompletedSteps = [];
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if (((paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
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true &&
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paymentAccount?.isLoginRequired === false) ||
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subscriptionPaymentAccount?.providerVerificationStatus?.code?.includes('verified') === true ||
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cardPaymentViewState.cardPaymentsIds.length > 0) &&
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75
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companyView?.company.company.companyOnboardingInfo
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.subscriptionBillingAddressId != null) {
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completedSteps.push('setup_billing');
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}
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const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
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true &&
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paymentAccount?.isLoginRequired === false) ||
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subscriptionPaymentAccount?.providerVerificationStatus?.code?.includes('verified') === true ||
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cardPaymentViewState.cardPaymentsIds.length > 0;
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const hasSubscriptionBillingAddress = companyView?.company.company.companyOnboardingInfo
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.subscriptionBillingAddressId != null;
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if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
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!(isPaymentVerified && hasSubscriptionBillingAddress)) {
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halfCompletedSteps.push('setup_billing');
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|
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}
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const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
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if (isValidConnection) {
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completedSteps.push('connect_ledger');
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}
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const isCompanyDetailsDone = companyDetails.localData != null &&
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primaryContactDetails.localData != null &&
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isCompanyDetailsCompleted(fileState, companyView, primaryContact);
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const officerIndex = companyOfficers.length > 0
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? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
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: 0;
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const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
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|
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const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
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|
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isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
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// The verification step (single sidebar step) is only "complete" once both
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104
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// the company-officer and company-details sub-steps are fully filled in.
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105
|
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if (isCompanyDetailsDone && isOfficerDone) {
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106
|
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completedSteps.push('verification');
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|
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}
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|
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const { allStepsData, requiredStepsData } = onboardingStepsData(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
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|
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const allRequiredStepsCompleted = requiredStepsData.every((step) => {
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|
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return completedSteps.includes(step);
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111
|
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});
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112
|
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const allStepsCompleted = allStepsData.every((step) => {
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113
|
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return completedSteps.includes(step);
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114
|
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});
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115
|
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const { companyIndustries = [], fetchState: configFetchState, error: configError, } = getCompanyConfig(companyConfigState);
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116
|
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const fetchStatus = reduceAllFetchState([
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117
|
-
{ fetchState: configFetchState, error: configError },
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|
118
|
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{ fetchState, error },
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|
119
|
-
]);
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|
120
|
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const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
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121
|
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return {
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122
|
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companyDetailsLocalData,
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|
123
|
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companyOfficerLocalData,
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124
|
-
parsingDocumentFileIds,
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|
125
|
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subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
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|
126
|
-
companyView,
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127
|
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allNationalityCountries,
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128
|
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pendingSaveDetails: {
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|
129
|
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companyDetails: isCompanyDetailsSavePending(fileState, companyView, primaryContact, companyDetailsLocalData),
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|
130
|
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officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
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|
131
|
-
},
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|
132
|
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currentStep,
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|
133
|
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currentSubStep,
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|
134
|
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completedSteps,
|
|
135
|
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halfCompletedSteps,
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|
136
|
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allRequiredStepsCompleted,
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|
137
|
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allSteps: allStepsData.map((step) => toOnboardingStepType(step)),
|
|
138
|
-
allStepsCompleted,
|
|
139
|
-
companyIndustries,
|
|
140
|
-
externalConnections,
|
|
141
|
-
subscriptionPaymentAccount,
|
|
142
|
-
paymentAccount,
|
|
143
|
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paymentAccountStatus,
|
|
144
|
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plaidConnectionDetails,
|
|
145
|
-
paymentAccountFetchStatus: paymentAccountDetails.updateStatus,
|
|
146
|
-
paymentAccountUpdateStatus: paymentAccountDetails.fetchStatus,
|
|
147
|
-
uiState,
|
|
148
|
-
fetchStatus,
|
|
149
|
-
saveStatus,
|
|
150
|
-
updateStatus,
|
|
151
|
-
qboConnected: onboardingInfo?.qboLinked.completed ?? false,
|
|
152
|
-
isInterimEmailSent: onboardingInfo?.isInterimEmailSent ?? false,
|
|
153
|
-
};
|
|
154
|
-
}
|
|
155
|
-
/**
|
|
156
|
-
* Helpers
|
|
157
|
-
*/
|
|
158
|
-
function isCompanyDetailsCompleted(fileState, company, primaryContact) {
|
|
159
|
-
if (company == null) {
|
|
160
|
-
return false;
|
|
161
|
-
}
|
|
162
|
-
const { companyAddress } = company;
|
|
163
|
-
const { companyInfo, incInfo, taxInfo, questionaire } = company.company.company;
|
|
164
|
-
const { companyDescription, companyLegalName, companyUrl, phone } = companyInfo;
|
|
165
|
-
const { fileIds, companyIncDate: incDate, companyIncType } = incInfo;
|
|
166
|
-
const { companyIndustry } = questionaire;
|
|
167
|
-
const { taxId } = taxInfo;
|
|
168
|
-
const files = getFilesByFileIds(fileState, fileIds);
|
|
169
|
-
return (Boolean(companyDescription) &&
|
|
170
|
-
Boolean(companyLegalName) &&
|
|
171
|
-
Boolean(companyUrl) &&
|
|
172
|
-
Boolean(companyIndustry) &&
|
|
173
|
-
Boolean(phone) &&
|
|
174
|
-
Boolean(taxId) &&
|
|
175
|
-
Boolean(incDate) &&
|
|
176
|
-
Boolean(companyIncType) &&
|
|
177
|
-
Boolean(companyAddress) &&
|
|
178
|
-
Boolean(primaryContact?.firstName) &&
|
|
179
|
-
Boolean(primaryContact?.lastName) &&
|
|
180
|
-
Boolean(primaryContact?.email) &&
|
|
181
|
-
files.length >= 2);
|
|
182
|
-
}
|
|
183
|
-
export function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officerDetails, fileState) {
|
|
184
|
-
if (companyOfficers.length === 0) {
|
|
185
|
-
return false;
|
|
186
|
-
}
|
|
187
|
-
let selectedOfficerIndex = officerDetails.userId != null
|
|
188
|
-
? companyOfficers.findIndex((user) => user.userId === officerDetails.userId)
|
|
189
|
-
: 0;
|
|
190
|
-
if (selectedOfficerIndex < 0) {
|
|
191
|
-
selectedOfficerIndex = 0;
|
|
192
|
-
}
|
|
193
|
-
const { userId, firstName, lastName, birthday, email, phone: userPhone, ssn, isPhoneVerified, } = companyOfficers[selectedOfficerIndex];
|
|
194
|
-
const userRole = companyOfficerRoles.find((userRole) => userRole.userId === userId);
|
|
195
|
-
const files = getFilesByFileIds(fileState, userRole?.fileIds ?? []).filter((file) => file.documentType === userRole?.documentTypeSelectedForVerification);
|
|
196
|
-
return (Boolean(firstName) &&
|
|
197
|
-
Boolean(lastName) &&
|
|
198
|
-
Boolean(email) &&
|
|
199
|
-
Boolean(ssn) &&
|
|
200
|
-
Boolean(userPhone) &&
|
|
201
|
-
Boolean(birthday) &&
|
|
202
|
-
Boolean(userRole?.titleAtCompany) &&
|
|
203
|
-
Boolean(userRole?.ownershipInCompany) &&
|
|
204
|
-
Boolean(userRole?.documentTypeSelectedForVerification) &&
|
|
205
|
-
Boolean(userRole?.addressId) &&
|
|
206
|
-
files.length >= 1 &&
|
|
207
|
-
isPhoneVerified === true);
|
|
208
|
-
}
|
|
209
|
-
export const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
|
|
210
|
-
// 3 cohorts:
|
|
211
|
-
// - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
|
|
212
|
-
// - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
|
|
213
|
-
// so the customer can still wire up Plaid / Stripe / HubSpot / email.
|
|
214
|
-
// - Customer-connects-QBO bookkeeping: full 4-step flow.
|
|
215
|
-
const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
|
|
216
|
-
!productSettings.isBookkeepingEnabled;
|
|
217
|
-
const allStepsData = isCoreOnlyTenant
|
|
218
|
-
? ALL_ZENI_USER_ONBOARDING_STEPS
|
|
219
|
-
: accountingConnectionCreationMode === 'zeni_user'
|
|
220
|
-
? ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
|
|
221
|
-
: ALL_ONBOARDING_STEPS;
|
|
222
|
-
const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
|
|
223
|
-
isCoreOnlyTenant
|
|
224
|
-
? ZENI_USER_REQUIRED_ONBOARDING_STEPS
|
|
225
|
-
: REQUIRED_ONBOARDING_STEPS;
|
|
226
|
-
return {
|
|
227
|
-
allStepsData: allStepsData.map((step) => toOnboardingStepType(step)),
|
|
228
|
-
requiredStepsData: requiredStepsData.map((step) => toOnboardingStepType(step)),
|
|
229
|
-
};
|
|
230
|
-
};
|
|
231
|
-
export function isCompanyDetailsSavePending(fileState, company, primaryContact, companyDetailsLocalData) {
|
|
232
|
-
if (company == null || companyDetailsLocalData == null) {
|
|
233
|
-
return false;
|
|
234
|
-
}
|
|
235
|
-
const { companyInfo, incInfo, taxInfo, questionaire } = company.company.company;
|
|
236
|
-
const { companyDescription, companyLegalName, companyUrl, phone, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, usNexus, usNexusTypes, } = companyInfo;
|
|
237
|
-
const { fileIds, companyIncDate: incDate, companyIncState, companyIncType, companySubIndustry, } = incInfo;
|
|
238
|
-
const { companyIndustry } = questionaire;
|
|
239
|
-
const { taxId } = taxInfo;
|
|
240
|
-
const companyFileIds = getFilesByFileIds(fileState, fileIds).map((file) => file.fileId);
|
|
241
|
-
const { companyDescription: companyDescriptionLocalData, companyIndustry: companyIndustryLocalData, companyLegalName: companyLegalNameLocalData, taxIdOrEIN: taxIdLocalData, incDate: incDateLocalData, phone: companyPhoneLocalData, website: companyUrlLocalData, companyFiles: companyFilesLocalData, stateOfIncorporation: stateOfIncorporationLocalData, typeOfIncorporation: companyIncTypeLocalData, companySourceOfFunds: companySourceOfFundsLocalData, companySourceOfFundsDescription: companySourceOfFundsDescriptionLocalData, countriesOfOperations: countriesOfOperationsLocalData, companySubIndustry: companySubIndustryLocalData, transactionVolume: transactionVolumeLocalData, transactionVolumeDescription: transactionVolumeDescriptionLocalData, purposeOfAccount: purposeOfAccountLocalData, purposeOfAccountDescription: purposeOfAccountDescriptionLocalData, regulatedStatus: regulatedStatusLocalData, regulatedStatusDescription: regulatedStatusDescriptionLocalData, usNexus: usNexusLocalData, usNexusTypes: usNexusTypesLocalData, primaryContactLocalData, } = companyDetailsLocalData;
|
|
242
|
-
const fileIdsLocalData = companyFilesLocalData.map((file) => file.fileId);
|
|
243
|
-
if (primaryContact != null) {
|
|
244
|
-
const { firstName, lastName, email } = primaryContact;
|
|
245
|
-
if (primaryContactLocalData?.email != email || // loose inequality to consider null and undefined same
|
|
246
|
-
primaryContactLocalData?.firstName != firstName ||
|
|
247
|
-
primaryContactLocalData?.lastName != lastName) {
|
|
248
|
-
return true;
|
|
249
|
-
}
|
|
250
|
-
}
|
|
251
|
-
const countriesOfOperationsMatch = JSON.stringify(countriesOfOperations ?? []) ===
|
|
252
|
-
JSON.stringify(countriesOfOperationsLocalData ?? []);
|
|
253
|
-
const usNexusTypesMatch = JSON.stringify(usNexusTypes ?? []) ===
|
|
254
|
-
JSON.stringify(usNexusTypesLocalData ?? []);
|
|
255
|
-
return (companyDescription != companyDescriptionLocalData ||
|
|
256
|
-
companyIndustry != companyIndustryLocalData ||
|
|
257
|
-
companyLegalName != companyLegalNameLocalData ||
|
|
258
|
-
taxId != taxIdLocalData ||
|
|
259
|
-
incDate?.toString() != incDateLocalData?.toString() ||
|
|
260
|
-
phone != companyPhoneLocalData ||
|
|
261
|
-
companyUrl?.toString() != companyUrlLocalData?.toString() ||
|
|
262
|
-
companyIncState != stateOfIncorporationLocalData ||
|
|
263
|
-
companySourceOfFunds != companySourceOfFundsLocalData ||
|
|
264
|
-
companySourceOfFundsDescription !=
|
|
265
|
-
companySourceOfFundsDescriptionLocalData ||
|
|
266
|
-
!countriesOfOperationsMatch ||
|
|
267
|
-
companyIncType != companyIncTypeLocalData ||
|
|
268
|
-
transactionVolume != transactionVolumeLocalData ||
|
|
269
|
-
transactionVolumeDescription != transactionVolumeDescriptionLocalData ||
|
|
270
|
-
purposeOfAccount != purposeOfAccountLocalData ||
|
|
271
|
-
purposeOfAccountDescription != purposeOfAccountDescriptionLocalData ||
|
|
272
|
-
regulatedStatus != regulatedStatusLocalData ||
|
|
273
|
-
regulatedStatusDescription != regulatedStatusDescriptionLocalData ||
|
|
274
|
-
usNexus != usNexusLocalData ||
|
|
275
|
-
!usNexusTypesMatch ||
|
|
276
|
-
companySubIndustry != companySubIndustryLocalData ||
|
|
277
|
-
!(fileIdsLocalData.length === companyFileIds.length &&
|
|
278
|
-
companyFileIds.every((fileId) => fileIdsLocalData.includes(fileId))));
|
|
279
|
-
}
|
|
280
|
-
function isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, officerDetails) {
|
|
281
|
-
if (companyOfficers.length === 0 || officerDetails == null) {
|
|
282
|
-
return false;
|
|
283
|
-
}
|
|
284
|
-
let selectedOfficerIndex = officerDetails.userId != null
|
|
285
|
-
? companyOfficers.findIndex((user) => user.userId === officerDetails.userId)
|
|
286
|
-
: 0;
|
|
287
|
-
if (selectedOfficerIndex < 0) {
|
|
288
|
-
selectedOfficerIndex = 0;
|
|
289
|
-
}
|
|
290
|
-
const { userId, firstName, lastName, birthday, email, phone: userPhone, ssn, nationalityCountryCode, } = companyOfficers[selectedOfficerIndex];
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const { firstName: firstNameLocalData, lastName: lastNameLocalData, birthday: birthdayLocalData, email: emailLocalData, phone, ssn: ssnLocalData, nationalityCountryCode: nccLocalData, fileIds: officerFileIds, documentTypeSelectedForVerification, ownershipInCompany, titleAtCompany, } = officerDetails;
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const fileIdsLocalData = getFilesByFileIds(fileState, officerFileIds).map((file) => file.fileId);
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|
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documentTypeSelectedForVerification ||
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!(fileIdsLocalData.length === fileIds.length &&
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fileIds.every((fileId) => fileIdsLocalData.includes(fileId))));
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}
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export const getProductSettingsString = (productSettings) => {
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return '';
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}
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const productKeyMap = {
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isBookkeepingEnabled: 'bookkeeping',
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isBankingEnabled: 'banking',
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isTreasuryEnabled: 'treasury',
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isSpendManagementEnabled: 'spend_management',
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isOtherProductsEnabled: 'other_products',
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isCardsEnabled: 'cards',
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isPayrollEnabled: 'payroll',
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isCfoEnabled: 'cfo',
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isTaxEnabled: 'tax',
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};
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const productKeys = Object.keys(productKeyMap);
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return productKeys
|
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.filter((key) => {
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const excludedKeys = [
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'isSpendManagementEnabled',
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'isOtherProductsEnabled',
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];
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|
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return productSettings[key] && !excludedKeys.includes(key);
|
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|
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})
|
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.map((key) => productKeyMap[key])
|
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.join(',');
|
|
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|
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};
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|
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|
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const fromActivationView = (state) =>
|
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|
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// Fall back to the empty subview so state hydrated from an older persisted
|
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|
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// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
|
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state.onboardingCustomerViewState.aiAgentsActivation ??
|
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emptyAiAgentsActivationSubview;
|
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|
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export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
|
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|
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export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
|
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|
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export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
|
|
@@ -1,67 +0,0 @@
|
|
|
1
|
-
import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
|
|
2
|
-
// Onboarding steps are the 4 top-level surfaces. Officer + details verification
|
|
3
|
-
// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
|
|
4
|
-
// The optional data-source step is its own surface; the legacy connect-data-source
|
|
5
|
-
// sub-step under the old `qbo_connection` no longer exists.
|
|
6
|
-
export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
|
|
7
|
-
export const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
|
|
8
|
-
'connect_ledger',
|
|
9
|
-
];
|
|
10
|
-
export const REQUIRED_ONBOARDING_STEPS = [
|
|
11
|
-
...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
12
|
-
...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
|
|
13
|
-
];
|
|
14
|
-
export const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
|
|
15
|
-
'verification',
|
|
16
|
-
];
|
|
17
|
-
export const ALL_ZENI_USER_ONBOARDING_STEPS = [
|
|
18
|
-
...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
19
|
-
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
20
|
-
];
|
|
21
|
-
// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
|
|
22
|
-
// (Zeni already did it) but keep `connect_data_source` so the customer can
|
|
23
|
-
// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
|
|
24
|
-
export const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
|
|
25
|
-
...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
26
|
-
'connect_data_source',
|
|
27
|
-
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
28
|
-
];
|
|
29
|
-
export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
|
|
30
|
-
...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
|
|
31
|
-
'connect_data_source',
|
|
32
|
-
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
33
|
-
];
|
|
34
|
-
export const ALL_ONBOARDING_STEPS = [
|
|
35
|
-
...REQUIRED_ONBOARDING_STEPS,
|
|
36
|
-
'connect_data_source',
|
|
37
|
-
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
38
|
-
];
|
|
39
|
-
export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
|
|
40
|
-
// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
|
|
41
|
-
// an officer-form save from a company-details save while both share
|
|
42
|
-
// currentStep = 'verification'.
|
|
43
|
-
// - 'default' generic landing sub-state.
|
|
44
|
-
// - 'ai-activating' connect_ledger interstitial during AI activation.
|
|
45
|
-
// - 'unlock-stack' verification landing — VerifyUnlockFinancialStackPage.
|
|
46
|
-
// - 'company_officer' verification → officer form.
|
|
47
|
-
// - 'company_details' verification → company details form.
|
|
48
|
-
export const ALL_ONBOARDING_SUB_STEPS = [
|
|
49
|
-
'default',
|
|
50
|
-
'ai-activating',
|
|
51
|
-
'unlock-stack',
|
|
52
|
-
'company_officer',
|
|
53
|
-
'company_details',
|
|
54
|
-
];
|
|
55
|
-
export const toOnboardingSubStepType = (v) => stringToUnion(v, ALL_ONBOARDING_SUB_STEPS);
|
|
56
|
-
export const emptyAiAgentsActivationCounts = {
|
|
57
|
-
customerCount: 0,
|
|
58
|
-
glAccountCount: 0,
|
|
59
|
-
targetTransactionCount: 0,
|
|
60
|
-
transactionCount: 0,
|
|
61
|
-
vendorCount: 0,
|
|
62
|
-
};
|
|
63
|
-
export const emptyAiAgentsActivationSubview = {
|
|
64
|
-
counts: emptyAiAgentsActivationCounts,
|
|
65
|
-
fetchStatus: { fetchState: 'Not-Started', error: undefined },
|
|
66
|
-
phases: [],
|
|
67
|
-
};
|
|
@@ -1 +0,0 @@
|
|
|
1
|
-
export {};
|
|
@@ -1,107 +0,0 @@
|
|
|
1
|
-
import { from, of } from 'rxjs';
|
|
2
|
-
import { filter, mergeMap, switchMap, take } from 'rxjs/operators';
|
|
3
|
-
import { createZeniAPIStatus } from '../../responsePayload';
|
|
4
|
-
import { fetchForecastList, updateForecastList, updateForecastListFailure, } from '../forecastList/forecastListReducer';
|
|
5
|
-
import { getForecastList, getValidForecastList, } from '../forecastList/forecastListSelector';
|
|
6
|
-
import { toggleReportUIOptionForecastMode } from '../reportUIOptions/reportUIOptionsReducer';
|
|
7
|
-
import { fetchOpEx, fetchOpExWithForecast, updateOpExFailureForTimeframe, waitForForecastListThenFetchOpExWithForecast, } from './opExReducer';
|
|
8
|
-
import { getOperatingExpensesForSelectedRange, getOperatingExpensesReportFetchState, } from './opExSelector';
|
|
9
|
-
const isForecastIdValid = (forecastId, forecastList) => {
|
|
10
|
-
let isValid = false;
|
|
11
|
-
for (let i = 0; i < forecastList.length; ++i) {
|
|
12
|
-
if (forecastList[i].id === forecastId) {
|
|
13
|
-
isValid = true;
|
|
14
|
-
break;
|
|
15
|
-
}
|
|
16
|
-
}
|
|
17
|
-
return isValid;
|
|
18
|
-
};
|
|
19
|
-
const isOpExNeedsFetching = (forecastId, state) => {
|
|
20
|
-
const opExState = getOperatingExpensesReportFetchState(forecastId, state);
|
|
21
|
-
return (opExState.fetchState !== 'Completed' &&
|
|
22
|
-
opExState.fetchState !== 'In-Progress');
|
|
23
|
-
};
|
|
24
|
-
const getEffectiveForecastId = (forecastId, forecastList) => {
|
|
25
|
-
if (forecastId != null && isForecastIdValid(forecastId, forecastList)) {
|
|
26
|
-
return forecastId;
|
|
27
|
-
}
|
|
28
|
-
else if (forecastList.length > 0) {
|
|
29
|
-
return forecastList[0].id;
|
|
30
|
-
}
|
|
31
|
-
else {
|
|
32
|
-
return undefined;
|
|
33
|
-
}
|
|
34
|
-
};
|
|
35
|
-
export const fetchOpExWithForecastEpic = (actions$, state$) => actions$.pipe(filter(fetchOpExWithForecast.match), mergeMap((action) => {
|
|
36
|
-
const { cacheOverride, forecastId } = action.payload;
|
|
37
|
-
const selectedRangeReport = getOperatingExpensesForSelectedRange(state$.value);
|
|
38
|
-
const validForecastList = getValidForecastList(
|
|
39
|
-
// This returns forecasts which are valid OR non-future forecasts
|
|
40
|
-
state$.value.forecastState, state$.value.forecastListState, selectedRangeReport.dataAvailable);
|
|
41
|
-
const forecastList = getForecastList(
|
|
42
|
-
// This returns all forecasts
|
|
43
|
-
state$.value.forecastState, state$.value.forecastListState);
|
|
44
|
-
const effectiveForecastId = getEffectiveForecastId(forecastId, validForecastList.forecasts);
|
|
45
|
-
if (effectiveForecastId != null) {
|
|
46
|
-
const fetchActions = [];
|
|
47
|
-
const forecastIds = forecastList.forecasts.map((forecast) => forecast.id);
|
|
48
|
-
fetchActions.push(toggleReportUIOptionForecastMode(selectedRangeReport.firstMonthOfFY, true, undefined, {
|
|
49
|
-
id: effectiveForecastId,
|
|
50
|
-
index: forecastIds.indexOf(effectiveForecastId),
|
|
51
|
-
}));
|
|
52
|
-
if (cacheOverride === true ||
|
|
53
|
-
isOpExNeedsFetching(effectiveForecastId, state$.value.opExState)) {
|
|
54
|
-
fetchActions.push(fetchOpEx(false, effectiveForecastId));
|
|
55
|
-
}
|
|
56
|
-
else {
|
|
57
|
-
console.log('Required data is already there!! No need to fire any fetch!');
|
|
58
|
-
}
|
|
59
|
-
return from(fetchActions);
|
|
60
|
-
}
|
|
61
|
-
else if (effectiveForecastId == null &&
|
|
62
|
-
forecastList.fetchState === 'Completed' &&
|
|
63
|
-
forecastList.forecasts.length === 0) {
|
|
64
|
-
// Matches the scenario when the forecasts are empty for any tenant and modal shows up.
|
|
65
|
-
return from([]);
|
|
66
|
-
}
|
|
67
|
-
else if (effectiveForecastId == null &&
|
|
68
|
-
(forecastList.fetchState === 'Completed' ||
|
|
69
|
-
forecastList.fetchState === 'Error' ||
|
|
70
|
-
forecastList.forecasts.length > 0)) {
|
|
71
|
-
// This actually means that none of the forecasts are valid. So do nothing.
|
|
72
|
-
// Ideally this should never happen!!
|
|
73
|
-
console.warn('Atleast one of the forecast in the list should be valid!');
|
|
74
|
-
const failureActions = [
|
|
75
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Invalid forecastId given or Forecast is deleted', 'Invalid forecastId given or Forecast is deleted'), action.payload.forecastId, 'month'),
|
|
76
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Invalid forecastId given or Forecast is deleted', 'Invalid forecastId given or Forecast is deleted'), action.payload.forecastId, 'year'),
|
|
77
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Invalid forecastId given or Forecast is deleted', 'Invalid forecastId given or Forecast is deleted'), action.payload.forecastId, 'quarter'),
|
|
78
|
-
];
|
|
79
|
-
return from([failureActions]);
|
|
80
|
-
}
|
|
81
|
-
else if (effectiveForecastId == null &&
|
|
82
|
-
forecastList.forecasts.length === 0) {
|
|
83
|
-
return from([
|
|
84
|
-
fetchForecastList(),
|
|
85
|
-
//https://stackoverflow.com/questions/42276419/invoking-epics-from-within-other-epics
|
|
86
|
-
waitForForecastListThenFetchOpExWithForecast(cacheOverride, forecastId),
|
|
87
|
-
]);
|
|
88
|
-
}
|
|
89
|
-
else {
|
|
90
|
-
console.warn('Invlid state!!');
|
|
91
|
-
const failureActions = [
|
|
92
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Unexpected error', 'Unexpected error'), action.payload.forecastId, 'month'),
|
|
93
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Unexpected error', 'Unexpected error'), action.payload.forecastId, 'year'),
|
|
94
|
-
updateOpExFailureForTimeframe(createZeniAPIStatus('Unexpected error', 'Unexpected error'), action.payload.forecastId, 'quarter'),
|
|
95
|
-
];
|
|
96
|
-
return from([failureActions]);
|
|
97
|
-
}
|
|
98
|
-
}));
|
|
99
|
-
export const waitForForecastListThenFetchOpExWithForecastEpic = (actions$, _ //eslint-disable-line @typescript-eslint/no-unused-vars
|
|
100
|
-
) => actions$.pipe(filter(waitForForecastListThenFetchOpExWithForecast.match), switchMap((action) => {
|
|
101
|
-
const { cacheOverride, forecastId } = action.payload;
|
|
102
|
-
return actions$.pipe(filter((value) => updateForecastList.match(value) ||
|
|
103
|
-
updateForecastListFailure.match(value)), take(1), // don't listen forever! IMPORTANT!
|
|
104
|
-
mergeMap(() => {
|
|
105
|
-
return of(fetchOpExWithForecast(cacheOverride, forecastId));
|
|
106
|
-
}));
|
|
107
|
-
}));
|
|
@@ -1,31 +0,0 @@
|
|
|
1
|
-
import { from } from 'rxjs';
|
|
2
|
-
import { filter, switchMap } from 'rxjs/operators';
|
|
3
|
-
import { fetchOpEx, fetchOpExReportForTimeframe, getState } from './opExReducer';
|
|
4
|
-
export const fetchOpExEpic = (actions$, state) => actions$.pipe(filter(fetchOpEx.match), switchMap((action) => {
|
|
5
|
-
const { cacheOverride, forecastId } = action.payload;
|
|
6
|
-
if (cacheOverride === true) {
|
|
7
|
-
return from([
|
|
8
|
-
fetchOpExReportForTimeframe('month', forecastId),
|
|
9
|
-
fetchOpExReportForTimeframe('quarter', forecastId),
|
|
10
|
-
fetchOpExReportForTimeframe('year', forecastId),
|
|
11
|
-
]);
|
|
12
|
-
}
|
|
13
|
-
else {
|
|
14
|
-
const fetchActions = [];
|
|
15
|
-
const opExState = getState(state.value.opExState, state.value.opExState.uiState.isForecastModeOn, forecastId);
|
|
16
|
-
const timeframeFetchState = opExState.fetchState;
|
|
17
|
-
if (timeframeFetchState['month'].fetchState !== 'In-Progress' &&
|
|
18
|
-
timeframeFetchState['month'].fetchState !== 'Completed') {
|
|
19
|
-
fetchActions.push(fetchOpExReportForTimeframe('month', forecastId));
|
|
20
|
-
}
|
|
21
|
-
if (timeframeFetchState['quarter'].fetchState !== 'In-Progress' &&
|
|
22
|
-
timeframeFetchState['quarter'].fetchState !== 'Completed') {
|
|
23
|
-
fetchActions.push(fetchOpExReportForTimeframe('quarter', forecastId));
|
|
24
|
-
}
|
|
25
|
-
if (timeframeFetchState['year'].fetchState !== 'In-Progress' &&
|
|
26
|
-
timeframeFetchState['year'].fetchState !== 'Completed') {
|
|
27
|
-
fetchActions.push(fetchOpExReportForTimeframe('year', forecastId));
|
|
28
|
-
}
|
|
29
|
-
return from(fetchActions);
|
|
30
|
-
}
|
|
31
|
-
}));
|
|
@@ -1,48 +0,0 @@
|
|
|
1
|
-
import { from, of } from 'rxjs';
|
|
2
|
-
import { catchError, filter, mergeMap } from 'rxjs/operators';
|
|
3
|
-
import { updateForecast } from '../../entity/forecast/forecastReducer';
|
|
4
|
-
import { updateSectionAccountsView } from '../../entity/sectionAccountsView/sectionAccountsViewReducer';
|
|
5
|
-
import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
|
|
6
|
-
import { getTimeSeriesGroup } from '../common/reportsHelpers';
|
|
7
|
-
import { fetchOpExReportForTimeframe, updateOpExFailureForTimeframe, updateOpExForTimeframe, updateOpExThisPeriod, } from './opExReducer';
|
|
8
|
-
export const reportIdUniqueKey = (forecastId) => forecastId != null
|
|
9
|
-
? `operating_expenses+${forecastId}`
|
|
10
|
-
: 'operating_expenses';
|
|
11
|
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export const fetchOpExReportForTimeframeEpic = (actions$, state, zeniAPI) => actions$.pipe(filter(fetchOpExReportForTimeframe.match), mergeMap((action) => {
|
|
12
|
-
const queryValue = {
|
|
13
|
-
is_full_response: action.payload.fetchFullReport,
|
|
14
|
-
time_series_groups: [getTimeSeriesGroup(action.payload.timeframe)],
|
|
15
|
-
accounting_method: 'accrual',
|
|
16
|
-
};
|
|
17
|
-
if (action.payload.forecastId != null) {
|
|
18
|
-
queryValue.forecast_id = action.payload.forecastId;
|
|
19
|
-
queryValue.is_forecast_vs_actual = true;
|
|
20
|
-
}
|
|
21
|
-
return zeniAPI
|
|
22
|
-
.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/2.0/reports/operating_expenses?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
|
|
23
|
-
.pipe(mergeMap((response) => {
|
|
24
|
-
if (response.data != null && isSuccessResponse(response)) {
|
|
25
|
-
const actions = [];
|
|
26
|
-
actions.push(updateSectionAccountsView(action.payload.timeframe, 'expenses', reportIdUniqueKey(action.payload.forecastId), response.data.report.expenses, response.data.report.accounts, response.data.report.account_groups, response.data.report.currency));
|
|
27
|
-
actions.push(updateOpExForTimeframe({
|
|
28
|
-
timeframe: action.payload.timeframe,
|
|
29
|
-
forecastId: action.payload.forecastId,
|
|
30
|
-
report: response.data,
|
|
31
|
-
}));
|
|
32
|
-
if (action.payload.forecastId == null &&
|
|
33
|
-
action.payload.timeframe === 'month') {
|
|
34
|
-
actions.push(updateOpExThisPeriod({
|
|
35
|
-
thisPeriod: state.value.reportUIOptionsState.thisPeriod,
|
|
36
|
-
}));
|
|
37
|
-
}
|
|
38
|
-
if (response.data?.report?.forecast != null &&
|
|
39
|
-
response.data.report.forecast.forecast_id != null) {
|
|
40
|
-
actions.push(updateForecast(response.data.report.forecast));
|
|
41
|
-
}
|
|
42
|
-
return from(actions);
|
|
43
|
-
}
|
|
44
|
-
else {
|
|
45
|
-
return of(updateOpExFailureForTimeframe(response.status, action.payload.forecastId, action.payload.timeframe));
|
|
46
|
-
}
|
|
47
|
-
}), catchError((error) => of(updateOpExFailureForTimeframe(createZeniAPIStatus('Unexpected error', 'OpEx REST API call errored out' + JSON.stringify(error)), action.payload.forecastId, action.payload.timeframe))));
|
|
48
|
-
}));
|
|
@@ -1 +0,0 @@
|
|
|
1
|
-
export {};
|