@zeniai/client-epic-state 5.1.61 → 5.1.62

package/lib/esm/index.js

@@ -61,6 +61,8 @@ import { ALL_SCHEDULES_TYPES, getJEScheduleTransactionKey, toScheduleTypesType,
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { updateCommentsNotifications, updateCommentsNotificationsStatuses, } from './entity/notification/notificationReducer';
 import { toNotificationModeStrict, } from './entity/notification/types/notificationTypes';
+import { getNotificationRegistry } from './entity/notificationRegistry/notificationRegistrySelector';
+import { toNotificationChannel, toNotificationFrequency, } from './entity/notificationRegistry/notificationRegistryState';
 import { getPlaidPaymentAccounts } from './entity/paymentAccount/paymentAccountSelector';
 import { VERIFIED_PAYMENT_ACCOUNT_PROVIDER_VERIFICATION_STATUS, } from './entity/paymentAccount/paymentAccountState';
 import { closeSnackbar, openSnackbar } from './entity/snackbar/snackbarReducer';
@@ -150,7 +152,7 @@ import { fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportHisto
 import { getCompanyMonthEndReportHistoricData, getCompanyMonthEndReportSelectorView, } from './view/companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewFilters, } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { getCompanyTaskManagerView, } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
-import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, dismissCapitalizationOnboarding, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, } from './view/companyView/companyViewReducer';
+import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, dismissCapitalizationOnboarding, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, } from './view/companyView/companyViewReducer';
 import { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
 import { getAddonListZeniSku, getCompanyManagementView, getPlanListZeniSku, } from './view/companyView/selector/companyManagementViewSelector';
@@ -210,6 +212,8 @@ import { isNetBurnOrIncomeClassesViewCalculatedSectionID, isNetBurnOrIncomeClass
 import { toAverageMonthsCount } from './view/netBurnOrIncomeStoryCard/epic/updateNetBurnOrIncomeStoryCardSettingsEpic';
 import { fetchNetBurnOrIncomeStoryCard, updateNetBurnOrIncomeStoryCardSettings, } from './view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardReducer';
 import { getNetBurnOrIncomeStoryCardReport } from './view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardSelector';
+import { clearAllNotificationPreferencesView, clearNotificationPreferencesLocalOverrides, setGroupFrequency, toggleEventChannel, } from './view/notificationPreferencesView/notificationPreferencesViewReducer';
+import { getEffectiveNotificationPreferences, getNotificationLocalOverrides, getNotificationPreferencesSaveState, hasUnsavedNotificationPreferences, } from './view/notificationPreferencesView/notificationPreferencesViewSelector';
 import { fetchNotificationUnreadCount, fetchNotificationUnreadCountSuccess, fetchNotificationView, updateNotificationViewAllNotificationsStatus, updateNotificationViewCurrentTabAndSubTab, updateNotificationViewNotificationStatus, updateNotificationViewSubTab, updateNotificationViewTabState, updateNotificationViewUIState, } from './view/notificationView/notificationViewReducer';
 import { getExternalNotificationsForSelectedSubTab, getNotificationView, getNotificationsForSelectedSubTab, } from './view/notificationView/notificationViewSelector';
 import { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, } from './view/notificationView/notificationViewState';
@@ -550,7 +554,7 @@ export { newAddressInLocalStore, getAddress, getNewAddress, getAllNewAddresses,
 export { toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toHealthSortKeyType, toTaskManagerSortKeyType, updateCompanyTaskManagerViewFilters, };
 export { ALL_COCKPIT_TABS_FILE_TYPES, ALL_COCKPIT_TABS_IDS, toCockpitTabsIDStrict, toCockpitTabsFileTypeStrict, };
 export { isAllowedValueWithCode, isAllowedValueWithID, };
-export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
+export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
 export { toCompanyPassportLocalData, };
 export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, getNestedAccountListHierarchy, };
@@ -642,6 +646,7 @@ export { toNotificationModeStrict, updateCommentsNotifications, updateCommentsNo
 export { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, fetchNotificationView, fetchNotificationUnreadCount, fetchNotificationUnreadCountSuccess, updateNotificationViewAllNotificationsStatus, updateNotificationViewNotificationStatus, updateNotificationViewTabState, updateNotificationViewCurrentTabAndSubTab, updateNotificationViewSubTab, updateNotificationViewUIState, getNotificationView, getExternalNotificationsForSelectedSubTab, getNotificationsForSelectedSubTab, };
 export { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, };
 export { pushToastNotification, getLastNotificationTime, getNotifications, };
+export { getEffectiveNotificationPreferences, getNotificationLocalOverrides, getNotificationPreferencesSaveState, getNotificationRegistry, hasUnsavedNotificationPreferences, clearAllNotificationPreferencesView, clearNotificationPreferencesLocalOverrides, setGroupFrequency, toggleEventChannel, toNotificationChannel, toNotificationFrequency, };
 export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, DEFAULT_REFERRER_AMOUNT, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
 export { ALL_WEEK_DAYS, SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toDayOfWeek, toRecurringFrequency, };
 export { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskManagerView, createTaskFromTaskGroupTemplate, };

package/lib/esm/reducer.js

@@ -46,6 +46,7 @@ import jeSchedules, { initialState as initialJESchedulesState, } from './entity/
 import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
 import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
 import notification, { initialState as initialNotificationState, } from './entity/notification/notificationReducer';
+import notificationRegistry, { initialState as initialNotificationRegistryState, } from './entity/notificationRegistry/notificationRegistryReducer';
 import onboardingCustomer, { initialState as initialOnboardingCustomerState, } from './entity/onboardingCustomer/onboardingCustomerReducer';
 import paymentAccount, { initialState as initialPaymentAccountState, } from './entity/paymentAccount/paymentAccountReducer';
 import paymentInstrument, { initialState as initialPaymentInstrumentState, } from './entity/paymentInstrument/paymentInstrumentReducer';
@@ -168,6 +169,7 @@ import monthEndCloseChecksView, { initialState as initialMonthEndCloseChecksView
 import netBurnOrIncome, { initialState as initialNetBurnOrIncomeWithForecastState, } from './view/netBurnOrIncome/netBurnOrIncomeReducer';
 import netBurnOrIncomeClassesView, { initialState as initialNetBurnOrIncomeClassesViewState, } from './view/netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer';
 import netBurnOrIncomeStoryCard, { initialState as initialNetBurnOrIncomeStoryCardState, } from './view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardReducer';
+import notificationPreferencesView, { initialState as initialNotificationPreferencesViewState, } from './view/notificationPreferencesView/notificationPreferencesViewReducer';
 import notificationView, { initialState as initialNotificationViewState, } from './view/notificationView/notificationViewReducer';
 import onboardingCockpitView, { initialState as initialOnboardingCockpitViewState, } from './view/onboardingView/cockpitView/onboardingCockpitViewReducer';
 import onboardingCustomerView, { initialState as initialOnboardingCustomerViewState, } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
@@ -481,6 +483,8 @@ const initialViewsState = {
     netBurnOrIncomeClassesViewState: initialNetBurnOrIncomeClassesViewState,
     netBurnOrIncomeState: initialNetBurnOrIncomeWithForecastState,
     netBurnOrIncomeStoryCardState: initialNetBurnOrIncomeStoryCardState,
+    notificationPreferencesViewState: initialNotificationPreferencesViewState,
+    notificationRegistryState: initialNotificationRegistryState,
     notificationViewState: initialNotificationViewState,
     onboardingCockpitViewState: initialOnboardingCockpitViewState,
     onboardingCustomerViewState: initialOnboardingCustomerViewState,
@@ -768,6 +772,8 @@ const viewReducers = {
     netBurnOrIncomeClassesViewState: netBurnOrIncomeClassesView,
     netBurnOrIncomeState: netBurnOrIncome,
     netBurnOrIncomeStoryCardState: netBurnOrIncomeStoryCard,
+    notificationPreferencesViewState: notificationPreferencesView,
+    notificationRegistryState: notificationRegistry,
     notificationViewState: notificationView,
     onboardingCockpitViewState: onboardingCockpitView,
     onboardingCustomerViewState: onboardingCustomerView,

package/lib/esm/view/companyView/companyViewReducer.js

@@ -309,6 +309,73 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
+        enableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        resumeEnableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        disableAccountingProjects: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.accountingProjectsUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+                draft.passportView.needsQboProjectsReconnect = false;
+            },
+            prepare(companyId) {
+                return { payload: { companyId } };
+            },
+        },
+        updateAccountingProjectsEnabledSuccess(draft) {
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
+        updateAccountingProjectsEnabledFailure(draft, action) {
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
+        requestQboProjectsReconnect(draft) {
+            draft.passportView.needsQboProjectsReconnect = true;
+            // Keep In-Progress so the Projects toggle stays locked through OAuth.
+            draft.passportView.accountingProjectsUpdateStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        clearQboProjectsReconnectRequest(draft) {
+            draft.passportView.needsQboProjectsReconnect = false;
+        },
         updateCapitalizationAccountThreshold: {
             prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
                 return {
@@ -627,5 +694,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, updateAccountingProjectsEnabledSuccess, updateAccountingProjectsEnabledFailure, requestQboProjectsReconnect, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js

@@ -1,11 +1,12 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { isSuccessResponse } from '../../../../responsePayload';
 import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
 export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(dismissCapitalizationOnboarding.match), switchMap((action) => {
     const { companyId, accountId } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     const body = {
         capitalization_onboarding_dismissed_accounts: { [accountId]: true },
     };

package/lib/esm/view/companyView/epic/companyPassport/projects/disableAccountingProjectsEpic.js

@@ -0,0 +1,56 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingProjectsEnabled } from '../../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { disableAccountingProjects, updateAccountingProjectsEnabledFailure, updateAccountingProjectsEnabledSuccess, } from '../../../companyViewReducer';
+export const disableAccountingProjectsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(disableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_projects_enabled: false })
+        .pipe(mergeMap((response) => {
+        const companies = response.data?.companies ?? [];
+        if (isSuccessResponse(response) && companies.length > 0) {
+            const actions = [
+                updateCompanies({
+                    payload: companies,
+                    schema: {},
+                }),
+            ];
+            if (tenantId != null) {
+                actions.push(updateTenantAccountingProjectsEnabled({
+                    enabled: false,
+                    tenantId,
+                }));
+            }
+            actions.push(updateAccountingProjectsEnabledSuccess());
+            actions.push(openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        return from([
+            updateAccountingProjectsEnabledFailure({
+                status: response.status,
+            }),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Update Accounting Projects Enabled errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/projects/enableAccountingProjectsEpic.js

@@ -0,0 +1,37 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { enableAccountingProjects, requestQboProjectsReconnect, resumeEnableAccountingProjects, updateAccountingProjectsEnabledFailure, } from '../../../companyViewReducer';
+export const enableAccountingProjectsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(enableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounting_provider_project_authorization_status`)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        if (response.data.is_accounting_provider_project_apis_authorized !==
+            true) {
+            return from([requestQboProjectsReconnect()]);
+        }
+        return from([resumeEnableAccountingProjects(companyId)]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Accounting provider project authorization status errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/projects/resumeEnableAccountingProjectsEpic.js

@@ -0,0 +1,73 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { updateTenantAccountingProjectsEnabled } from '../../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { resumeEnableAccountingProjects, updateAccountingProjectsEnabledFailure, updateAccountingProjectsEnabledSuccess, } from '../../../companyViewReducer';
+export const resumeEnableAccountingProjectsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(resumeEnableAccountingProjects.match), switchMap((action) => {
+    const { companyId } = action.payload;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
+    if (tenantId == null) {
+        return from([
+            updateAccountingProjectsEnabledFailure({
+                status: createZeniAPIStatus('Unexpected error', 'Tenant not found for company'),
+            }),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounting_provider_project_enablement_status`)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_enabled_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        if (response.data.is_accounting_provider_project_apis_enabled !==
+            true ||
+            response.data.is_accounting_projects_enabled !== true) {
+            return from([
+                updateAccountingProjectsEnabledFailure({
+                    status: createZeniAPIStatus('Projects not enabled in QBO', 'Please enable projects in QBO before enabling in the Zeni dashboard!'),
+                }),
+                openSnackbar({
+                    messageSection: 'accounting_projects_qbo_not_enabled',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+        return from([
+            updateTenantAccountingProjectsEnabled({
+                enabled: true,
+                tenantId,
+            }),
+            updateAccountingProjectsEnabledSuccess(),
+            openSnackbar({
+                messageSection: 'accounting_projects_enabled_update',
+                messageText: 'success',
+                type: 'success',
+            }),
+        ]);
+    }), catchError((error) => of(updateAccountingProjectsEnabledFailure({
+        status: createZeniAPIStatus('Unexpected error', `Accounting provider project enablement status errored out - ${error instanceof Error
+            ? error.message
+            : JSON.stringify(error)}`),
+    }), openSnackbar({
+        messageSection: 'accounting_projects_enabled_update',
+        messageText: 'failed',
+        type: 'error',
+    }))));
+}));

package/lib/esm/view/companyView/epic/companyPassport/updateAccountingClassesEnabledEpic.js

@@ -3,11 +3,12 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCompanies } from '../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTenantAccountingClassesEnabled } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { updateAccountingClassesEnabled, updateAccountingClassesEnabledFailure, updateAccountingClassesEnabledSuccess, } from '../../companyViewReducer';
 export const updateAccountingClassesEnabledEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateAccountingClassesEnabled.match), switchMap((action) => {
     const { companyId, enabled } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_accounting_classes_enabled: enabled })
         .pipe(mergeMap((response) => {

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

@@ -3,11 +3,12 @@ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateCompanies } from '../../../../entity/company/companyReducer';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { updateTenantCapitalizationAccountOverride, updateTenantCapitalizationOnboardingDismissed, } from '../../../../entity/tenant/tenantReducer';
+import { getTenantIdByCompanyId } from '../../../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdFailure, updateCapitalizationAccountThresholdSuccess, } from '../../companyViewReducer';
 export const updateCapitalizationAccountThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationAccountThreshold.match), switchMap((action) => {
     const { companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides, } = action.payload;
-    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const tenantId = getTenantIdByCompanyId(state$.value.tenantState, companyId);
     let finalOverrides;
     if (allOverrides !== undefined) {
         finalOverrides = allOverrides ?? {};

package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -5,10 +5,15 @@ export const initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    accountingProjectsUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     capitalizationThresholdUpdateStatus: {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    needsQboProjectsReconnect: false,
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/esm/view/notificationPreferencesView/epics/saveNotificationPreferencesEpic.js

@@ -0,0 +1,116 @@
+import { EMPTY, concat, of } from 'rxjs';
+import { catchError, debounceTime, filter, finalize, mergeMap, switchMap, takeUntil, withLatestFrom, } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { notificationPreferencesUrl } from '../notificationPreferencesEndpoint';
+import { mapPreferencesToPayload, } from '../notificationPreferencesViewPayload';
+import { clearAllNotificationPreferencesView, clearNotificationPreferencesLocalOverrides, saveNotificationPreferences, saveNotificationPreferencesFailure, saveNotificationPreferencesSuccess, setGroupFrequency, toggleEventChannel, } from '../notificationPreferencesViewReducer';
+import { getNotificationLocalOverrides } from '../notificationPreferencesViewSelector';
+const DEBOUNCE_MS = 300;
+export const saveNotificationPreferencesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter((action) => toggleEventChannel.match(action) || setGroupFrequency.match(action)), 
+// Coalesce bursts of toggles into a single PUT. Trade-off: rapid clickers
+// defer saves until they pause. Consider a max-wait wrapper if this
+// becomes a UX problem.
+debounceTime(DEBOUNCE_MS), withLatestFrom(state$), 
+// `switchMap` unsubscribes from any in-flight PUT observable when a new
+// debounced batch fires. The prior HTTP request has already left the
+// client — the network call is NOT cancelled — but its response is
+// ignored, so stale success/failure actions cannot clobber the newer
+// batch's state. Server-side ordering is arrival-order LWW.
+switchMap(([, state]) => {
+    const overrides = getNotificationLocalOverrides(state);
+    const preferencesPatch = mapPreferencesToPayload(overrides);
+    if (Object.keys(preferencesPatch).length === 0) {
+        // No diff → do not dispatch a synthetic success (that would wipe
+        // stored preferences via the reducer). Simply no-op.
+        return EMPTY;
+    }
+    // Snapshot the Cancel epoch at PUT-dispatch time. Every Cancel bumps
+    // `cancelEpoch`; the reducer compares the captured value on Success/
+    // Failure and skips the merge when the value has advanced (user
+    // pressed Cancel since this save started). See Cursor Bugbot 4aa021f7
+    // — the earlier counter model failed when `switchMap` abandoned an
+    // in-flight save's response (Success/Failure never dispatched, so
+    // the counter never drained and future saves got their merge dropped).
+    const cancelEpochAtDispatch = state.notificationPreferencesViewState.cancelEpoch;
+    const body = { task_checklist_preferences: preferencesPatch };
+    // Suppress the error snackbar when the response lands AFTER the user
+    // pressed Cancel — the Failure reducer already swallows the state
+    // update, so the toast would be a stale error for a save the user
+    // abandoned. `StateObservable#value` reads the current cancelEpoch at
+    // response time (not at dispatch time — that's what
+    // `cancelEpochAtDispatch` captures). Cursor Bugbot da2f4fe2 + Nikunj.
+    const errorSnackbar = openSnackbar({
+        messageSection: 'notification_settings_saved',
+        messageText: 'failed',
+        type: 'error',
+    });
+    const isCancelledSince = () => cancelEpochAtDispatch <
+        state$.value.notificationPreferencesViewState.cancelEpoch;
+    // Abort the in-flight HTTP request when `switchMap` disposes this
+    // observable (new debounced batch fires, tenant switch, unmount).
+    // Without an AbortSignal, `switchMap` would drop the response
+    // client-side but the older PUT would still land on the server —
+    // under patch-semantic LWW, a slower older PUT arriving after a
+    // newer one silently reverts the user's latest choice on the
+    // server. Cursor Bugbot e3861a76. `AbortController.abort()` is
+    // idempotent so it's safe if the request already completed.
+    const controller = new AbortController();
+    const request$ = zeniAPI
+        .putAndGetJSON(notificationPreferencesUrl(zeniAPI), body, undefined, controller.signal)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return of(saveNotificationPreferencesSuccess({
+                cancelEpochAtDispatch,
+                savedOverrides: overrides,
+                serverEcho: response.data?.task_checklist_preferences,
+            }));
+        }
+        const actions = [
+            saveNotificationPreferencesFailure({
+                cancelEpochAtDispatch,
+                error: response.status,
+            }),
+        ];
+        if (!isCancelledSince()) {
+            // Surface a user-visible error — without it the UI reverts to
+            // server truth after debounce and the failed toggle looks like
+            // a mystery UI bug.
+            actions.push(errorSnackbar);
+        }
+        return of(...actions);
+    }), catchError((error) => {
+        const actions = [
+            saveNotificationPreferencesFailure({
+                cancelEpochAtDispatch,
+                error: createZeniAPIStatus('Unexpected Error', 'Save notification preferences failed: ' +
+                    JSON.stringify(error)),
+            }),
+        ];
+        if (!isCancelledSince()) {
+            actions.push(errorSnackbar);
+        }
+        return of(...actions);
+    }), finalize(() => {
+        // switchMap disposal (new batch fires, unmount) OR the takeUntil
+        // below (Cancel fires) → abort the still-in-flight HTTP request.
+        // No-op if the request has already completed successfully or
+        // errored. Without this, the pre-Cancel PUT would still land on
+        // the server; under patch-semantic LWW, a slower older PUT
+        // arriving after Cancel silently reverts the user's just-cleared
+        // overrides on the server.
+        controller.abort();
+    }), 
+    // Cancel and tenant-switch/logout do not flow through the outer
+    // `filter`, so switchMap would never dispose this observable on
+    // either. `takeUntil` completes request$ on Cancel OR clear-all,
+    // which triggers finalize above (aborts the in-flight HTTP
+    // request). Without matching clear-all, a tenant switch during
+    // an in-flight PUT would let the older PUT land on the server
+    // under patch-semantic LWW. Cursor Bugbot 3637969823 + 3641372002.
+    takeUntil(actions$.pipe(filter((action) => clearNotificationPreferencesLocalOverrides.match(action) ||
+        clearAllNotificationPreferencesView.match(action)))));
+    // Flip savePreferencesState to In-Progress BEFORE the network call so
+    // any "saving…" UI can render.
+    return concat(of(saveNotificationPreferences()), request$);
+}));

package/lib/esm/view/notificationPreferencesView/notificationPreferencesEndpoint.js

@@ -0,0 +1,5 @@
+// Shared endpoint used by both the GET (envelope refresh in
+// `fetchNotificationSettingsEpic`) and the PUT (patch in
+// `saveNotificationPreferencesEpic`). Kept as a helper so an endpoint rename
+// can't drift between the two callers.
+export const notificationPreferencesUrl = (zeniAPI) => `${zeniAPI.apiEndPoints.notificationMicroServiceBaseUrl}/1.0/notification-preferences`;

package/lib/esm/view/notificationPreferencesView/notificationPreferencesViewPayload.js

@@ -0,0 +1,36 @@
+import { toNotificationChannel, toNotificationFrequency, } from '../../entity/notificationRegistry/notificationRegistryState';
+const mapEventEnabledByChannel = (raw) => {
+    if (raw == null) {
+        return {};
+    }
+    const out = {};
+    Object.entries(raw).forEach(([eventId, channelMap]) => {
+        const mapped = {};
+        Object.entries(channelMap).forEach(([channel, enabled]) => {
+            mapped[toNotificationChannel(channel)] = enabled;
+        });
+        out[eventId] = mapped;
+    });
+    return out;
+};
+export const mapPayloadToPreferences = (payload) => {
+    const groupFrequencyRaw = payload?.group_frequency_by_group_id ?? {};
+    const groupFrequencyByGroupId = Object.fromEntries(Object.entries(groupFrequencyRaw).map(([groupId, frequency]) => [
+        groupId,
+        toNotificationFrequency(frequency),
+    ]));
+    return {
+        eventEnabledByChannel: mapEventEnabledByChannel(payload?.event_enabled_by_channel),
+        groupFrequencyByGroupId,
+    };
+};
+export const mapPreferencesToPayload = (preferences) => {
+    const payload = {};
+    if (Object.keys(preferences.eventEnabledByChannel).length > 0) {
+        payload.event_enabled_by_channel = preferences.eventEnabledByChannel;
+    }
+    if (Object.keys(preferences.groupFrequencyByGroupId).length > 0) {
+        payload.group_frequency_by_group_id = preferences.groupFrequencyByGroupId;
+    }
+    return payload;
+};