@zeniai/client-epic-state 5.1.7 → 5.1.8-betaSS1

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -128,7 +128,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
     reducers: {
         fetchTransactionCategorizationView: {
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled) {
+            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
                 return {
                     payload: {
                         selectedTab,
@@ -140,6 +140,8 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
                     },
                 };
             },
@@ -188,7 +190,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled) {
+            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses) {
                 return {
                     payload: {
                         selectedTab,
@@ -200,6 +202,8 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         refreshViewInBackground,
                         resetListItems,
                         isUncategorizedExpenseCategoryEnabled,
+                        statuses,
+                        countOnlyStatuses,
                     },
                 };
             },
@@ -318,13 +322,25 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             draft.transactionCategorizationView[selectedTab].filters = filters;
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
+             * forwarded by `ExpenseAutomationScreen`.
+             * `saveTransactionCategorizationEpic` threads them downstream into
+             * `updateTransactionCategorization` -> `markTransactionAsNotMiscategorized`
+             * so the conditional background Review-tab refetch in
+             * `markTransactionAsNotMiscategorizedEpic` can request the correct
+             * status set without reading Statsig from epic-land. Optional during
+             * the deprecation window so un-migrated callers continue to work via
+             * slice fallback.
+             */
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -398,9 +414,16 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     fetchState: 'In-Progress',
                 };
             },
-            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
+             * forwarded from `saveTransactionCategorization`.
+             * `updateTransactionCategorizationEpic` threads them downstream into
+             * `markTransactionAsNotMiscategorized`.
+             */
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
+                        reviewStatuses,
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
@@ -865,12 +888,20 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     error: undefined,
                 };
             },
-            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
+            /**
+             * `reviewStatuses` carries the Statsig-resolved Review-tab statuses
+             * forwarded from the EA-screen save chain.
+             * `markTransactionAsNotMiscategorizedEpic` reads this payload value
+             * when dispatching the conditional background Review-tab refetch via
+             * `fetchTransactionCategorizationView`.
+             */
+            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -928,10 +959,17 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
         },
         updateTotalCountForTransactionCategorization(draft, action) {
             const { selectedTab, selectedPeriod, totalCount } = action.payload;
-            draft.transactionCategorizationView[selectedTab].uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = totalCount;
+            const periodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
+            draft.transactionCategorizationView[selectedTab].uiState.totalCount[periodId] = totalCount;
+            if (selectedTab === 'review') {
+                draft.parentTotalCountByTab.review[periodId] = totalCount;
+            }
         },
         updateParentTotalCountForTab(draft, action) {
             const { selectedTab, selectedPeriod, parentTotalCount } = action.payload;
+            if (parentTotalCount == null) {
+                return;
+            }
             draft.parentTotalCountByTab[selectedTab][(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)] = parentTotalCount;
         },
         updateSelectedCheckboxTransactionIds(draft, action) {
@@ -980,7 +1018,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         syncTransactionCategorizationFromDetailSave: {
-            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         transactionId,
@@ -988,6 +1026,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         pendingReviewLineIds,
                         uncategorizedIncomeExpense,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },
@@ -1033,11 +1072,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled) {
+            prepare(period, isUncategorizedExpenseCategoryEnabled, reviewStatuses) {
                 return {
                     payload: {
                         period,
                         isUncategorizedExpenseCategoryEnabled,
+                        reviewStatuses,
                     },
                 };
             },

package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts

@@ -27,10 +27,11 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
     isAccountingProjectsEnabled: boolean;
     markAsNotMiscategorizedStatus: FetchStateAndError;
     /**
-     * Parent tab badge counts, sourced from the listing response's
-     * `parent_tab_total_count`. Used exclusively to drive the navbar / tab
-     * strip badge labels — every other count consumer (pagination, in-list
-     * "showing X of Y", save flows) keeps reading {@link totalCountByTab}.
+     * Parent tab badge counts, sourced from the listing response's optional
+     * `count_only_total` (only emitted when the request supplied
+     * `count_only_statuses`). Used exclusively to drive the navbar / tab strip
+     * badge labels — every other count consumer (pagination, in-list "showing
+     * X of Y", save flows) keeps reading {@link totalCountByTab}.
      */
     parentTabTotalCountByTab: Record<TransactionsTab, number>;
     projectList: ProjectListSelectorView;

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

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

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

@@ -12,12 +12,12 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
 const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
-const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const classListSelector_1 = require("../../classList/classListSelector");
 const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
 const projectListSelector_1 = require("../../projectList/projectListSelector");
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
+const transactionFilterHelpers_1 = require("../transactionFilterHelpers");
 // Walks the tab's transactionReviewLocalDataById map and returns
 // `{ [transactionId]: true }` for every transaction that has at least
 // one line whose targeted-fetch is In-Progress. Pulled out as a plain
@@ -196,10 +196,11 @@ function getExpenseAutomationTransactionView(state) {
         review: monthYearPeriodId != null ? totalCountByReview[monthYearPeriodId] : 0,
         autoCategorized: monthYearPeriodId != null ? totalCountByAutoCat[monthYearPeriodId] : 0,
     };
-    // Parent-tab badge counts. Sourced from `parent_tab_total_count` in the
-    // listing response and used exclusively by the navbar / tab strip badges.
-    // Independent of which Completed sub-tab is active so the badge stays
-    // stable across sub-tab switches.
+    // Parent-tab badge counts. Sourced from the listing response's optional
+    // `count_only_total` (only emitted when the request supplied
+    // `count_only_statuses`) and used exclusively by the navbar / tab strip
+    // badges. Independent of which Completed sub-tab is active so the badge
+    // stays stable across sub-tab switches.
     const parentTotalCountByTab = expenseAutomationTransactionsViewState.parentTotalCountByTab;
     const parentTabTotalCountByTab = {
         review: monthYearPeriodId != null

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

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

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

@@ -16,8 +16,8 @@ import { VendorBase } from '../../../entity/vendor/vendorState';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
-import { TransactionFilters } from '../transactionFilterHelpers';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
+import { TransactionFilters } from '../transactionFilterHelpers';
 import { CompletedSubTab } from './completedSubTab';
 export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
@@ -139,7 +139,8 @@ export type TransactionsViewState = {
     autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
     /**
      * Period-keyed parent tab counts, scoped per {@link TransactionsTab}.
-     * Sourced from the listing response's `parent_tab_total_count` and used
+     * Populated from the listing response's optional `count_only_total` (only
+     * emitted when the request supplied `count_only_statuses`) and used
      * exclusively to drive the parent tab badges on the UI — every other
      * count consumer (pagination, sub-tab chips, in-tab "showing X of Y")
      * keeps reading from {@link TransactionsViewUIState.totalCount}.

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

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

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

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

package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusFailure, fetchAiAgentsActivationStatusSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof fetchAiAgentsActivationStatus> | ReturnType<typeof fetchAiAgentsActivationStatusSuccess> | ReturnType<typeof fetchAiAgentsActivationStatusFailure>;
+export declare const fetchAiAgentsActivationStatusEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js

@@ -0,0 +1,44 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchAiAgentsActivationStatusEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
+const toPhaseStatus = (raw) => {
+    if (raw === 'idle' ||
+        raw === 'starting' ||
+        raw === 'building' ||
+        raw === 'ready') {
+        return raw;
+    }
+    return 'idle';
+};
+const toPhase = (row) => ({
+    key: row.key,
+    status: toPhaseStatus(row.status),
+    startedAt: row.started_at,
+    completedAt: row.completed_at,
+});
+const toCounts = (payload) => ({
+    customerCount: payload?.customer_count ?? 0,
+    glAccountCount: payload?.gl_account_count ?? 0,
+    targetTransactionCount: payload?.target_transaction_count ?? 0,
+    transactionCount: payload?.transaction_count ?? 0,
+    vendorCount: payload?.vendor_count ?? 0,
+});
+const fetchAiAgentsActivationStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatus.match), (0, operators_1.mergeMap)(() => {
+    const url = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-agents-activation/status`;
+    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const phases = (response.data.phases ?? []).map(toPhase);
+            return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusSuccess)({
+                phases,
+                counts: toCounts(response.data.counts),
+            }));
+        }
+        return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)(response.status));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.fetchAiAgentsActivationStatusFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetchAiAgentsActivationStatus errored out ' +
+        JSON.stringify(error))))));
+}));
+exports.fetchAiAgentsActivationStatusEpic = fetchAiAgentsActivationStatusEpic;

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

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedFailure, acknowledgeOnboardingAiActivationViewedSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof acknowledgeOnboardingAiActivationViewed> | ReturnType<typeof updateCompanies> | ReturnType<typeof acknowledgeOnboardingAiActivationViewedSuccess> | ReturnType<typeof acknowledgeOnboardingAiActivationViewedFailure>;
+export declare const acknowledgeOnboardingAiActivationViewedEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,33 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.acknowledgeOnboardingAiActivationViewedEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../../entity/company/companyReducer");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
+const acknowledgeOnboardingAiActivationViewedEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewed.match), (0, operators_1.mergeMap)((action) => {
+    const { companyId } = action.payload;
+    const payload = {
+        is_onboarding_ai_activation_viewed: true,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const actions = [
+                (0, companyReducer_1.updateCompanies)({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                (0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedSuccess)(),
+            ];
+            return (0, rxjs_1.from)(actions);
+        }
+        return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedFailure)(response.status));
+    }), 
+    // Best-effort — failure is silent; cascade just runs again next visit.
+    (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiActivationViewedFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Acknowledge - Onboarding AI Activation Viewed errored out' +
+        JSON.stringify(error))))));
+}));
+exports.acknowledgeOnboardingAiActivationViewedEpic = acknowledgeOnboardingAiActivationViewedEpic;

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

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiFinanceTeamSuccess } from '../../onboardingCustomerViewReducer';
+export type ActionType = ReturnType<typeof acknowledgeOnboardingAiFinanceTeam> | ReturnType<typeof updateCompanies> | ReturnType<typeof openSnackbar> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamSuccess> | ReturnType<typeof acknowledgeOnboardingAiFinanceTeamFailure>;
+export declare const acknowledgeOnboardingAiFinanceTeamEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,44 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.acknowledgeOnboardingAiFinanceTeamEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const companyReducer_1 = require("../../../../../entity/company/companyReducer");
+const snackbarReducer_1 = require("../../../../../entity/snackbar/snackbarReducer");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
+const acknowledgeOnboardingAiFinanceTeamEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeam.match), (0, operators_1.mergeMap)((action) => {
+    const { companyId } = action.payload;
+    const payload = {
+        is_onboarding_ai_finance_team_acknowledged: true,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            const actions = [
+                (0, companyReducer_1.updateCompanies)({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                (0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamSuccess)(),
+            ];
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            return (0, rxjs_1.of)((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'onboarding_customer_view_complete',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }), (0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamFailure)(response.status));
+        }
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.acknowledgeOnboardingAiFinanceTeamFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Acknowledge - Onboarding AI Finance Team errored out' +
+        JSON.stringify(error))))));
+}));
+exports.acknowledgeOnboardingAiFinanceTeamEpic = acknowledgeOnboardingAiFinanceTeamEpic;

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

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

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

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

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

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

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

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