@zeniai/client-epic-state 5.1.18-betaDI11 → 5.1.18-betaDI12

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

@@ -7,6 +7,131 @@ import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconSta
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationSummaryPayload } from '../payload/reconciliationPayload';
+export interface PolygonPoint {
+    x: number;
+    y: number;
+}
+export interface Citation {
+    page: number;
+    pageHeight: number;
+    pageWidth: number;
+    polygon: PolygonPoint[];
+    referenceText: string;
+}
+export interface StatementTransaction {
+    amount: number;
+    citations: Citation[];
+    isUserAdded: boolean;
+    isUserEdited: boolean;
+    statementTransactionId: string;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+}
+export interface StatementMeta {
+    closingBalance: number;
+    openingBalance: number;
+    statementDataStatus: {
+        code: string;
+        label: string;
+    };
+    statementEndDate: string;
+    statementStartDate: string;
+    statementStatus: {
+        code: string;
+        label: string;
+    };
+    statementUploadId: string;
+    totalDeposits: number;
+    totalPayments: number;
+}
+export interface AccountInfo {
+    accountId: string;
+    accountName: string;
+    accountType: string;
+    currencyCode: string;
+    last4Digits: string | null;
+}
+export interface FileInfo {
+    fileId: string;
+    fileName: string;
+    signedUrl: string;
+}
+export interface AiSummaryField {
+    code: string;
+    label: string;
+}
+export interface PreviousReconciliationInfo {
+    endDate: string;
+    reconciledAt: string;
+    reconciledByUserId: string;
+    reconciliationId: string;
+    startDate: string;
+}
+export interface AiSummaryChainStatus {
+    code: string;
+    expectedStartDate: string | null;
+    label: string;
+    previousReconciliationInfo: PreviousReconciliationInfo | null;
+}
+/**
+ * Surfaced when Confirm & Save is rejected with a 409 because the statement
+ * period overlaps with / leaves a gap after an already-reconciled period.
+ */
+export interface StatementDateConflict {
+    errorCode: string;
+    expectedStartDate: string | null;
+    /** Present for overlap conflicts; GAP-only 409s may omit prior recon info. */
+    previousReconciliationInfo?: PreviousReconciliationInfo;
+}
+export interface AiSummary {
+    accountIdentified: string | null;
+    chainStatus: AiSummaryChainStatus;
+    exceptionsDetected: number;
+    fieldsCaptured: AiSummaryField[];
+    transactionsExtracted: number;
+}
+export interface StatementUpload {
+    account: AccountInfo;
+    file: FileInfo | null;
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransaction[];
+    aiSummary?: AiSummary | null;
+}
+export interface ParsedStatementData {
+    statementUpload: StatementUpload;
+}
+export interface ReconciliationSummaryAccounts {
+    done: number;
+    failed: number;
+    inProgress: number;
+    total: number;
+}
+export interface ReconciliationSummaryAutoMatched {
+    matchedTxns: number;
+    totalTxns: number;
+}
+export interface ReconciliationSummaryNeedsReview {
+    accountCount: number;
+    txnCount: number;
+}
+export interface ReconciliationSummaryProgressBar {
+    aiPercentageShare: number;
+    completePercentage: number;
+    humanPercentageShare: number;
+    remainingPercentage: number;
+}
+export interface ReconciliationViewSummary {
+    accounts: ReconciliationSummaryAccounts;
+    accountsToConnectCount: number;
+    autoMatched: ReconciliationSummaryAutoMatched;
+    needsReview: ReconciliationSummaryNeedsReview;
+    timeSavedHours: number;
+    timeSavedPercentage: number;
+    progressBar?: ReconciliationSummaryProgressBar;
+}
+export declare function toReconciliationViewSummary(payload: ReconciliationSummaryPayload): ReconciliationViewSummary;
 export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
 export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
 export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
@@ -107,9 +232,11 @@ export interface ReconciliationViewState extends FetchStateAndError {
     reconTabsState: ReconciliationTabsState;
     refreshStatus: FetchStateAndError;
     selectedTab: ReconciliationViewTabType;
+    statementProcessingFailed: boolean;
     statementUploadChosen: boolean;
     selectedAccountId?: ID;
     selectedDrawerAccountId?: ID;
+    summary?: ReconciliationViewSummary;
 }
 export interface BankConnectionStatus {
     connectionInProgress: boolean;
@@ -120,19 +247,67 @@ export interface AccountReconciliationRecords {
     accountIDs: ID[];
     reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
 }
+export interface StatementTransactionForUpdate {
+    amount: number;
+    transactionDate: string;
+    transactionDirection: 'debit' | 'credit';
+    transactionMemo: string;
+    statementTransactionId?: string;
+}
+export interface StatementTransactionsUpdate {
+    added: StatementTransactionForUpdate[];
+    deletedIds: string[];
+    updated: StatementTransactionForUpdate[];
+}
+export interface StatementUpdateLocalData {
+    statementMeta: StatementMeta;
+    statementTransactions: StatementTransactionsUpdate;
+}
+export interface StatementUpdateLocalDataPayload {
+    statement_meta: {
+        opening_balance: number;
+        statement_end_date: string;
+        statement_start_date: string;
+        total_deposits: number;
+        total_payments: number;
+    };
+    statement_transactions: {
+        added: Array<{
+            amount: number;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+        deleted_ids: string[];
+        updated: Array<{
+            amount: number;
+            statement_transaction_id: string;
+            transaction_date: string;
+            transaction_direction: 'debit' | 'credit';
+            transaction_memo: string;
+        }>;
+    };
+}
 export interface AccountReconciliationLocalData {
     accountSource?: ReconciliationAccountSourceType;
+    statementUpdateLocalData?: StatementUpdateLocalData;
 }
 export interface AccountReconciliationDataWithTransactionFetchState {
     accountId: ID;
     localData: AccountReconciliationLocalData;
     refreshStatus: FetchStateAndError;
+    reparseStatementStatus: FetchStateAndError;
+    statementDateConflict: StatementDateConflict | null;
     statementDeleteStatus: FetchStateAndError;
+    /** Derived from bank_status.code === 'parsing' for read-only list/drawer banners. */
     statementParseInProgress: boolean;
+    /** Client-driven fetch state for the parseStatement epic (In-Progress/Completed/Error). */
+    statementParseStatus: FetchStateAndError;
     statementUpdateStatus: FetchStateAndError;
     statementUploadStatus: FetchStateAndError;
     transactionFetchState: FetchStateAndError;
     accountDetectionReason?: string;
+    parsedStatementData?: ParsedStatementData;
     reconciliationId?: ID;
 }
 export {};

package/lib/view/expenseAutomationView/types/reconciliationViewState.js

@@ -1,7 +1,37 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
+exports.toReconciliationViewSummary = toReconciliationViewSummary;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+function toReconciliationViewSummary(payload) {
+    return {
+        accounts: {
+            done: payload.accounts.done,
+            failed: payload.accounts.failed,
+            inProgress: payload.accounts.in_progress,
+            total: payload.accounts.total,
+        },
+        accountsToConnectCount: payload.accounts_to_connect_count,
+        autoMatched: {
+            matchedTxns: payload.auto_matched.matched_txns,
+            totalTxns: payload.auto_matched.total_txns,
+        },
+        needsReview: {
+            accountCount: payload.needs_review.account_count,
+            txnCount: payload.needs_review.txn_count,
+        },
+        timeSavedHours: 0,
+        timeSavedPercentage: payload.time_saved_percentage,
+        progressBar: payload.progress_bar != null
+            ? {
+                aiPercentageShare: payload.progress_bar.ai_percentage_share,
+                completePercentage: payload.progress_bar.complete_percentage,
+                humanPercentageShare: payload.progress_bar.human_percentage_share,
+                remainingPercentage: payload.progress_bar.remaining_percentage,
+            }
+            : undefined,
+    };
+}
 exports.RECONCILE_ACTIONS = [
     'reconcile',
     'save_reconcile_for_later',

package/lib/view/onboardingView/cockpitView/epic/initializeOnboardingCustomerViewUpdateDataEpic.js

@@ -116,32 +116,20 @@ const getSelectedProducts = (isDebitCardFlagEnabled, tenant) => {
     const isBookkeepingEnabled = (0, tenantSelector_1.isTenantBookkeepingEnabled)(tenant);
     const isOtherProductsEnabled = (0, tenantSelector_1.isOtherProductsEnabledForTenant)(tenant);
     const isCardsEnabled = (0, tenantSelector_1.isTenantCardsOnly)(tenant);
-    const isTreasuryEnabled = (0, tenantSelector_1.isTenantTreasuryEnabled)(tenant);
     if (isCardsEnabled && isBankingOnly) {
-        const selectedProducts = ['zeni_cards', 'zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isBankingOnly) {
-        const selectedProducts = ['zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isCardsEnabled) {
-        return ['zeni_cards'];
+        return [];
     }
     else if (isBookkeepingEnabled) {
         return [
             'bookkeeping',
             'zeni_bill_pay',
-            'zeni_checking',
             'zeni_reimbursements',
-            'zeni_treasury',
-            'zeni_cards',
         ];
     }
     else if (isOtherProductsEnabled) {

package/lib/view/onboardingView/cockpitView/onboardingCockpitViewPayload.js

@@ -51,9 +51,9 @@ const toOnboardingCustomerPayload = (onboardingCustomer, sendInvite, company, te
             const isTreasury = selectedProducts.includes('zeni_treasury');
             if (isBookkeeping) {
                 onboardingCustomerPayload.is_book_keeping_enabled = true;
-                onboardingCustomerPayload.is_banking_enabled = true;
+                onboardingCustomerPayload.is_banking_enabled = isChecking;
                 onboardingCustomerPayload.is_spend_management_enabled = true;
-                onboardingCustomerPayload.is_card_enabled = true;
+                onboardingCustomerPayload.is_card_enabled = isCards;
                 onboardingCustomerPayload.is_treasury_enabled = isTreasury;
             }
             else if (isChecking && isCards) {

package/lib/view/opExByVendor/opExByVendorReducer.d.ts

@@ -3,6 +3,7 @@ import { COABalanceType } from '../../commonStateTypes/coaBalance/coaBalanceType
 import { FetchState } from '../../commonStateTypes/common';
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { ZeniAPIStatus } from '../../responsePayload';
+import { ZeniDate } from '../../zeniDayJS';
 import { OpexByVendorReportPayload, OpexByVendorReportSummaryPayload } from './opExByVendorPayload';
 import { OpExByVendorQuery, OpExByVendorState, OpexByVendorSortKey } from './opExByVendorState';
 export declare const defaultTimeframePeriodsOpExByVendor: {
@@ -52,6 +53,10 @@ export declare const fetchOpExByVendor: import("@reduxjs/toolkit").ActionCreator
 }, "opExByVendor/clearOpExByVendorSearch">, updateOpExByVendorPageLimit: import("@reduxjs/toolkit").ActionCreatorWithOptionalPayload<number | undefined, "opExByVendor/updateOpExByVendorPageLimit">, updateOpExByVendorSearchString: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     searchText: string;
     timeframe: COABalanceMonthQuarterTimeframe;
-}, "opExByVendor/updateOpExByVendorSearchString">;
+}, "opExByVendor/updateOpExByVendorSearchString">, refreshOpExByVendorReport: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"opExByVendor/refreshOpExByVendorReport">, refreshOpExByVendorReportSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    lastRefreshSuccessTime: ZeniDate | undefined;
+}, "opExByVendor/refreshOpExByVendorReportSuccess">, refreshOpExByVendorReportFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], {
+    error: ZeniAPIStatus<Record<string, unknown>>;
+}, "opExByVendor/refreshOpExByVendorReportFailure", never, never>;
 declare const _default: import("redux").Reducer<OpExByVendorState>;
 export default _default;

package/lib/view/opExByVendor/opExByVendorReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateOpExByVendorSearchString = exports.updateOpExByVendorPageLimit = exports.clearOpExByVendorSearch = exports.updateOpExByVendorDownloadState = exports.updateOpExByVendorPageFetchInProgress = exports.updateOpExByVendorSortOrSearchInProgress = exports.updateOpExByVendorSort = exports.updateOpExByVendorAdditionalBalancesSelection = exports.clearOpExByVendor = exports.updateOpExByVendorUIState = exports.updateOpExByVendorTimeFrame = exports.updateOpExByVendorReportSummarySuccess = exports.updateOpExByVendorReportSummaryFailure = exports.fetchOpExByVendorReportSummary = exports.updateOpExByVendorReportSuccessForTimeframe = exports.updateOpExByVendorReportFailureForTimeframe = exports.fetchOpExByVendorReportForTimeframe = exports.updateOpExByVendorReportGenerated = exports.fetchOpExByVendor = exports.initialState = exports.initialSearchStringState = exports.defaultTimeframePeriodsOpExByVendor = void 0;
+exports.refreshOpExByVendorReportFailure = exports.refreshOpExByVendorReportSuccess = exports.refreshOpExByVendorReport = exports.updateOpExByVendorSearchString = exports.updateOpExByVendorPageLimit = exports.clearOpExByVendorSearch = exports.updateOpExByVendorDownloadState = exports.updateOpExByVendorPageFetchInProgress = exports.updateOpExByVendorSortOrSearchInProgress = exports.updateOpExByVendorSort = exports.updateOpExByVendorAdditionalBalancesSelection = exports.clearOpExByVendor = exports.updateOpExByVendorUIState = exports.updateOpExByVendorTimeFrame = exports.updateOpExByVendorReportSummarySuccess = exports.updateOpExByVendorReportSummaryFailure = exports.fetchOpExByVendorReportSummary = exports.updateOpExByVendorReportSuccessForTimeframe = exports.updateOpExByVendorReportFailureForTimeframe = exports.fetchOpExByVendorReportForTimeframe = exports.updateOpExByVendorReportGenerated = exports.fetchOpExByVendor = exports.initialState = exports.initialSearchStringState = exports.defaultTimeframePeriodsOpExByVendor = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const coaBalancePayload_1 = require("../../commonPayloadTypes/v2/coaBalancePayload");
 const viewAndReportPayload_1 = require("../../commonPayloadTypes/viewAndReportPayload");
@@ -26,6 +26,10 @@ exports.initialState = {
             error: undefined,
         },
     },
+    refreshStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     summaryFetchState: {
         fetchState: 'Not-Started',
         error: undefined,
@@ -263,12 +267,32 @@ const opexByVendor = (0, toolkit_1.createSlice)({
                 [timeframe]: [],
             };
         },
+        refreshOpExByVendorReport(draft) {
+            draft.refreshStatus = { fetchState: 'In-Progress', error: undefined };
+        },
+        refreshOpExByVendorReportSuccess(draft, action) {
+            draft.refreshStatus = { fetchState: 'Completed', error: undefined };
+            if (action.payload.lastRefreshSuccessTime != null) {
+                draft.lastRefreshSuccessTime = action.payload.lastRefreshSuccessTime;
+            }
+        },
+        refreshOpExByVendorReportFailure: {
+            prepare(error) {
+                return { payload: { error } };
+            },
+            reducer(draft, action) {
+                draft.refreshStatus = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            },
+        },
         clearOpExByVendor(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = opexByVendor.actions, exports.fetchOpExByVendor = _a.fetchOpExByVendor, exports.updateOpExByVendorReportGenerated = _a.updateOpExByVendorReportGenerated, exports.fetchOpExByVendorReportForTimeframe = _a.fetchOpExByVendorReportForTimeframe, exports.updateOpExByVendorReportFailureForTimeframe = _a.updateOpExByVendorReportFailureForTimeframe, exports.updateOpExByVendorReportSuccessForTimeframe = _a.updateOpExByVendorReportSuccessForTimeframe, exports.fetchOpExByVendorReportSummary = _a.fetchOpExByVendorReportSummary, exports.updateOpExByVendorReportSummaryFailure = _a.updateOpExByVendorReportSummaryFailure, exports.updateOpExByVendorReportSummarySuccess = _a.updateOpExByVendorReportSummarySuccess, exports.updateOpExByVendorTimeFrame = _a.updateOpExByVendorTimeFrame, exports.updateOpExByVendorUIState = _a.updateOpExByVendorUIState, exports.clearOpExByVendor = _a.clearOpExByVendor, exports.updateOpExByVendorAdditionalBalancesSelection = _a.updateOpExByVendorAdditionalBalancesSelection, exports.updateOpExByVendorSort = _a.updateOpExByVendorSort, exports.updateOpExByVendorSortOrSearchInProgress = _a.updateOpExByVendorSortOrSearchInProgress, exports.updateOpExByVendorPageFetchInProgress = _a.updateOpExByVendorPageFetchInProgress, exports.updateOpExByVendorDownloadState = _a.updateOpExByVendorDownloadState, exports.clearOpExByVendorSearch = _a.clearOpExByVendorSearch, exports.updateOpExByVendorPageLimit = _a.updateOpExByVendorPageLimit, exports.updateOpExByVendorSearchString = _a.updateOpExByVendorSearchString;
+_a = opexByVendor.actions, exports.fetchOpExByVendor = _a.fetchOpExByVendor, exports.updateOpExByVendorReportGenerated = _a.updateOpExByVendorReportGenerated, exports.fetchOpExByVendorReportForTimeframe = _a.fetchOpExByVendorReportForTimeframe, exports.updateOpExByVendorReportFailureForTimeframe = _a.updateOpExByVendorReportFailureForTimeframe, exports.updateOpExByVendorReportSuccessForTimeframe = _a.updateOpExByVendorReportSuccessForTimeframe, exports.fetchOpExByVendorReportSummary = _a.fetchOpExByVendorReportSummary, exports.updateOpExByVendorReportSummaryFailure = _a.updateOpExByVendorReportSummaryFailure, exports.updateOpExByVendorReportSummarySuccess = _a.updateOpExByVendorReportSummarySuccess, exports.updateOpExByVendorTimeFrame = _a.updateOpExByVendorTimeFrame, exports.updateOpExByVendorUIState = _a.updateOpExByVendorUIState, exports.clearOpExByVendor = _a.clearOpExByVendor, exports.updateOpExByVendorAdditionalBalancesSelection = _a.updateOpExByVendorAdditionalBalancesSelection, exports.updateOpExByVendorSort = _a.updateOpExByVendorSort, exports.updateOpExByVendorSortOrSearchInProgress = _a.updateOpExByVendorSortOrSearchInProgress, exports.updateOpExByVendorPageFetchInProgress = _a.updateOpExByVendorPageFetchInProgress, exports.updateOpExByVendorDownloadState = _a.updateOpExByVendorDownloadState, exports.clearOpExByVendorSearch = _a.clearOpExByVendorSearch, exports.updateOpExByVendorPageLimit = _a.updateOpExByVendorPageLimit, exports.updateOpExByVendorSearchString = _a.updateOpExByVendorSearchString, exports.refreshOpExByVendorReport = _a.refreshOpExByVendorReport, exports.refreshOpExByVendorReportSuccess = _a.refreshOpExByVendorReportSuccess, exports.refreshOpExByVendorReportFailure = _a.refreshOpExByVendorReportFailure;
 exports.default = opexByVendor.reducer;
 const doUpdateOpexByVendorReport = (draft, timeframe, reportPayload, queryProps) => {
     if (reportPayload.status.is_report_generated == null) {
@@ -321,10 +345,9 @@ const doUpdateOpexByVendorReportSummary = (draft, reportPayload) => {
         const report = (0, viewAndReportPayload_1.mapReportPayloadToReport)(reportPayload);
         draft.firstMonthOfFY = report.firstMonthOfFY;
         draft.bookCloseDate = report.bookCloseDate;
-        draft.lastRefreshSuccessTime =
-            reportPayload.status.last_refresh_success_time != null
-                ? (0, zeniDayJS_1.date)(reportPayload.status.last_refresh_success_time)
-                : undefined;
+        if (reportPayload.status.last_refresh_success_time != null) {
+            draft.lastRefreshSuccessTime = (0, zeniDayJS_1.date)(reportPayload.status.last_refresh_success_time);
+        }
         draft.totalOpexByVendor = (0, coaBalancePayload_1.combineCOABalanceGrouped)((0, coaBalancePayload_1.mapCOABalanceGroupedPayloadV2ToCOABalanceGrouped)(reportPayload.operating_expenses, reportPayload.currency, 'month'), (0, coaBalancePayload_1.mapCOABalanceGroupedPayloadV2ToCOABalanceGrouped)(reportPayload.operating_expenses, reportPayload.currency, 'quarter'));
         draft.summaryOpexByVendorKey = mapVendorSummaryBalances(reportPayload.operating_expenses, reportPayload.currency);
     }

package/lib/view/opExByVendor/opExByVendorSelector.d.ts

@@ -28,6 +28,7 @@ export interface OpExByVendorReport extends SelectorReport {
     filter: COABalancesFilter;
     isReportGenerated: boolean;
     opexBalances: OpExBalancesByVendor[];
+    refreshStatus: FetchStateAndError;
     reportFetchState: {
         month: FetchStateAndError;
         quarter: FetchStateAndError;

package/lib/view/opExByVendor/opExByVendorSelector.js

@@ -71,6 +71,7 @@ exports.getOpExByVendorReport = (0, toolkit_1.createSelector)((state) => state.o
         filter,
         isReportGenerated: opExByVendorState.opExByVendorReportGenerated,
         lastRefreshSuccessTime: opExByVendorState.lastRefreshSuccessTime,
+        refreshStatus: opExByVendorState.refreshStatus,
         opexBalances,
         summaryBalances,
         allTimeframeTicks,

package/lib/view/opExByVendor/opExByVendorState.d.ts

@@ -65,6 +65,7 @@ export interface OpExByVendorState extends Omit<Report, 'dataAvailable'> {
         quarter: OpexVendorKey[];
     };
     opExByVendorReportGenerated: boolean;
+    refreshStatus: FetchStateAndError;
     reportFetchState: {
         month: FetchStateAndError;
         quarter: FetchStateAndError;

package/lib/view/opExByVendor/refreshOpExByVendorReportEpic.d.ts

@@ -0,0 +1,17 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../reducer';
+import { ZeniAPIStatus } from '../../responsePayload';
+import { ZeniAPI } from '../../zeniAPI';
+import { refreshOpExByVendorReport, refreshOpExByVendorReportFailure, refreshOpExByVendorReportSuccess } from './opExByVendorReducer';
+export type ActionType = ReturnType<typeof refreshOpExByVendorReport> | ReturnType<typeof refreshOpExByVendorReportSuccess> | ReturnType<typeof refreshOpExByVendorReportFailure>;
+export declare const refreshOpExByVendorReportEpic: (actions$: ActionsObservable<ActionType>, _state: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
+    payload: {
+        lastRefreshSuccessTime: import("../../zeniDayJS").ZeniDate | undefined;
+    };
+    type: "opExByVendor/refreshOpExByVendorReportSuccess";
+} | {
+    payload: {
+        error: ZeniAPIStatus<Record<string, unknown>>;
+    };
+    type: "opExByVendor/refreshOpExByVendorReportFailure";
+}>;

package/lib/view/opExByVendor/refreshOpExByVendorReportEpic.js

@@ -0,0 +1,25 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.refreshOpExByVendorReportEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../responsePayload");
+const zeniDayJS_1 = require("../../zeniDayJS");
+const opExByVendorReducer_1 = require("./opExByVendorReducer");
+const refreshOpExByVendorReportEpic = (actions$, _state, zeniAPI) => actions$.pipe((0, operators_1.filter)(opExByVendorReducer_1.refreshOpExByVendorReport.match), (0, operators_1.switchMap)(() => {
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/reports/operating-expenses-by-vendor/refresh`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (response.status.code >= 200 && response.status.code < 300) {
+            const lastRefreshSuccessTime = response.status.last_refresh_success_time != null
+                ? (0, zeniDayJS_1.date)(response.status.last_refresh_success_time)
+                : undefined;
+            return (0, rxjs_1.of)((0, opExByVendorReducer_1.refreshOpExByVendorReportSuccess)({ lastRefreshSuccessTime }));
+        }
+        else {
+            return (0, rxjs_1.of)((0, opExByVendorReducer_1.refreshOpExByVendorReportFailure)(response.status));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, opExByVendorReducer_1.refreshOpExByVendorReportFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Refresh OpEx by Vendor REST API call errored out: ' +
+        JSON.stringify(error))))));
+}));
+exports.refreshOpExByVendorReportEpic = refreshOpExByVendorReportEpic;

package/lib/view/referralView/epics/sendReferralInviteEpic.js

@@ -3,6 +3,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.sendReferralInviteEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const referralReducer_1 = require("../referralReducer");
 const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(referralReducer_1.sendReferralInvite.match), (0, operators_1.switchMap)(() => {
@@ -16,7 +17,14 @@ const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe((0,
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-referrals`, invitePayload)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessStatus)(response)) {
-            const actions = [(0, referralReducer_1.sendReferralInviteSuccess)()];
+            const actions = [
+                (0, referralReducer_1.sendReferralInviteSuccess)(),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'referral_invite_sent',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ];
             return actions;
         }
         else {

package/lib/view/referralView/referralReducer.d.ts

@@ -2,6 +2,7 @@ import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { FetchRewardsPayload, FetchRewardsPlanPayload } from './referralPayload';
 import { InviteCompanyLocalData, ReferralListViewSortKey, ReferralViewState } from './referralState';
+export declare const DEFAULT_REFERRER_AMOUNT = 4000;
 export declare const initialState: ReferralViewState;
 export declare const fetchReferrals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: any, refreshViewInBackground?: any], {
     cacheOverride: any;

package/lib/view/referralView/referralReducer.js

@@ -1,13 +1,14 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateRewardsPlanFailure = exports.updateRewardsPlan = exports.fetchRewardsPlan = exports.clearReferrals = exports.updateReferViewedFailure = exports.updateReferViewedSuccess = exports.updateReferViewed = exports.resendReferralInviteSuccess = exports.resendReferralInvite = exports.sendReferralInviteFailure = exports.sendReferralInviteSuccess = exports.sendReferralInvite = exports.clearReferralFormDataInLocalStore = exports.saveReferralFormDataInLocalStore = exports.updateReferralsFailure = exports.updateReferralListSortUiState = exports.updateReferrals = exports.fetchReferrals = exports.initialState = void 0;
+exports.updateRewardsPlanFailure = exports.updateRewardsPlan = exports.fetchRewardsPlan = exports.clearReferrals = exports.updateReferViewedFailure = exports.updateReferViewedSuccess = exports.updateReferViewed = exports.resendReferralInviteSuccess = exports.resendReferralInvite = exports.sendReferralInviteFailure = exports.sendReferralInviteSuccess = exports.sendReferralInvite = exports.clearReferralFormDataInLocalStore = exports.saveReferralFormDataInLocalStore = exports.updateReferralsFailure = exports.updateReferralListSortUiState = exports.updateReferrals = exports.fetchReferrals = exports.initialState = exports.DEFAULT_REFERRER_AMOUNT = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const amount_1 = require("../../commonStateTypes/amount");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const zeniUrl_1 = require("../../zeniUrl");
 const referralPayload_1 = require("./referralPayload");
 const referralState_1 = require("./referralState");
+exports.DEFAULT_REFERRER_AMOUNT = 4000;
 exports.initialState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -48,7 +49,7 @@ exports.initialState = {
     },
     rewardsPlan: {
         referrerAmount: {
-            amount: 0,
+            amount: exports.DEFAULT_REFERRER_AMOUNT,
             currencyCode: 'USD',
             currencySymbol: '$',
         },
@@ -57,7 +58,7 @@ exports.initialState = {
             currencyCode: 'USD',
             currencySymbol: '$',
         },
-        planName: 'PLAN_1000',
+        planName: 'PLAN_4000',
         planId: 'dummy',
         referralLink: (0, zeniUrl_1.toZeniUrl)(''),
     },

package/lib/view/spendManagement/commonSetup/setupViewReducer.js

@@ -115,7 +115,11 @@ const setupView = (0, toolkit_1.createSlice)({
         saveSetupViewDataInLocalStore(draft, action) {
             const setupViewLocalData = action.payload;
             if (setupViewLocalData.companyDetails != null) {
-                draft.companyDetails.localData = setupViewLocalData.companyDetails;
+                const syncToken = setupViewLocalData.companyDetails.syncToken ?? draft.companyDetails.localData?.syncToken;
+                draft.companyDetails.localData = {
+                    ...setupViewLocalData.companyDetails,
+                    ...(syncToken != null ? { syncToken } : {}),
+                };
             }
             if (setupViewLocalData.primaryContactDetails != null) {
                 draft.primaryContactDetails.localData =

package/lib/view/taskManager/taskDetailView/epics/saveTaskDetailEpic.js

@@ -19,8 +19,8 @@ const saveTaskDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, oper
     // fall back to the entity's current group. For a create, use the
     // taskGroupId from the action payload.
     const localTaskGroupId = taskId != null
-        ? state.taskDetailState.editTaskStateById[taskId]?.taskDetailLocalData
-            .taskGroupId
+        ? state.taskDetailState.editTaskStateById[taskId]
+            ?.taskDetailLocalData?.taskGroupId
         : undefined;
     // Distinguish three cases (PR #3101 review):
     //  - create (taskId == null): use the action payload group.

package/lib/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.d.ts

@@ -17,4 +17,4 @@ export declare const sendCommentMentionNotification: import("@reduxjs/toolkit").
     performedById: string;
 }, "taskDetailView/sendCommentMentionNotification", never, never>;
 export type ActionType = ReturnType<typeof sendCommentMentionNotification>;
-export declare const sendCommentMentionNotificationEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<unknown>;
+export declare const sendCommentMentionNotificationEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<never>;

package/lib/view/taskManager/taskDetailView/epics/sendCommentMentionNotificationEpic.js

@@ -37,5 +37,5 @@ const handleSendCommentMentionNotification = ({ taskId, mentionedUserIds, perfor
         // non-success responses and network errors so a Slack outage
         // does not pollute the dev console for every @-mention.
         return rxjs_1.EMPTY;
-    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)()));
+    }), (0, operators_1.catchError)(() => rxjs_1.EMPTY));
 };

package/lib/view/taskManager/taskDetailView/taskDetail.d.ts

@@ -53,7 +53,7 @@ export interface EditTaskLocalData {
     recurringStartDate?: ZeniDate;
     savedRecurringEndDate?: ZeniDate;
     savedRecurringTasksCount?: number;
-    taskGroupId?: ID;
+    taskGroupId?: ID | null;
 }
 export declare const initialTaskDetailLocalData: EditTaskLocalData;
 export declare const initialTaskDetail: EditTaskDetail;

package/lib/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -38,7 +38,7 @@ const getTaskDetail = (state, taskId) => {
         const taskEntity = (0, taskSelector_1.getTaskById)(taskState, taskId);
         subtasks =
             taskEntity != null
-                ? (0, taskSelector_1.getTasksByIds)(taskState, taskEntity.subTasksIds)
+                ? (0, taskSelector_1.getTasksByIds)(taskState, taskEntity.subTasksIds ?? [])
                 : [];
         const fileIdsInEntity = taskEntity?.fileIds ?? [];
         if (taskEntity != null) {

package/lib/view/taskManager/taskListView/taskListReducer.js

@@ -494,7 +494,9 @@ const taskList = (0, toolkit_1.createSlice)({
         // never move between tabs on their own.
         builder.addCase(taskReducer_1.updateTasks, (draft, action) => {
             action.payload.forEach((taskPayload) => {
-                if (taskPayload.parent_task_id) {
+                // Only re-bucket parents; subtasks (parent_task_id is a non-empty
+                // string) are nested under their parent row and don't move tabs.
+                if (taskPayload.parent_task_id !== null && taskPayload.parent_task_id !== undefined && taskPayload.parent_task_id !== '') {
                     return;
                 }
                 const taskId = taskPayload.task_id;

package/lib/view/transactionDetail/epics/saveTransactionDetailEpic.js

@@ -8,6 +8,7 @@ const get_1 = __importDefault(require("lodash/get"));
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
@@ -16,12 +17,13 @@ const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe((0, operat
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
+    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
     const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const detail = (0, get_1.default)(transactionDetailState.transactionDetailById, key, undefined);
     const transaction = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, key);
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
-        const transactionSaveUpdates = (0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionDetailLocalData)(localData, transaction, isExpenseAutomationEnabled);
+        const transactionSaveUpdates = (0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionDetailLocalData)(localData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled);
         fetchActions.push((0, transactionDetailReducer_1.updateTransactionDetail)(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled));
         return (0, rxjs_1.from)(fetchActions);
     }

package/lib/view/transactionDetail/epics/saveTransactionHelper.d.ts

@@ -21,7 +21,7 @@ import { TransactionDetailLocalData } from '../transactionDetailTypes';
  * 4. Only difference between this and Miscategorized will be that we will
  * additionally fire “Mark as not miscat” for every point above.
  */
-export declare const toTransactionUpdatesFromTransactionDetailLocalData: (transactionDetailLocalData: TransactionDetailLocalData, transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean) => TransactionSaveUpdates;
+export declare const toTransactionUpdatesFromTransactionDetailLocalData: (transactionDetailLocalData: TransactionDetailLocalData, transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean, isAccountingProjectsEnabled?: boolean) => TransactionSaveUpdates;
 export declare const toRecommendedAccountBase: (amountValue: number, accountBase?: AccountBase, recommendationBase?: RecommendationBase) => RecommendedAccountBase | undefined;
 export declare const toRecommendedClassBase: (amountValue: number, classBase?: ClassBase, recommendationBase?: RecommendationBase) => RecommendedClassBase | undefined;
 export declare const isTransactionMiscategorized: (transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean) => boolean;