@zeniai/client-epic-state 5.1.90 → 5.1.91

package/lib/esm/index.js

@@ -71,7 +71,7 @@ import { getSnackbar } from './entity/snackbar/snackbarSelector';
 import { ALL_WEEK_DAYS, toDayOfWeek, toPriorityCodeType, toTaskStatusCodeType, } from './entity/task/taskState';
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA, } from './entity/tenant/tenantReducer';
-import { getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
+import { DEFAULT_RECEIPTS_EMAIL, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getReceiptsEmail, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView, } from './entity/tenant/tenantSelector';
 import { pushToastNotification } from './entity/toastNotification/toastNotificationReducer';
 import { getLastNotificationTime, getNotifications, } from './entity/toastNotification/toastNotificationSelector';
 import { mapFileEntityToAttachment, toContentType, toContentTypeStrict, } from './entity/transaction/stateTypes/attachment';
@@ -154,10 +154,10 @@ 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, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, } from './view/companyView/companyViewReducer';
+import { clearCompanyView, clearQboProjectsReconnectRequest, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, disableAccountingProjects, dismissCapitalizationOnboarding, enableAccountingProjects, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, resumeEnableAccountingProjects, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationAccountThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState, updateCompanyProductServices, updateCompanyQboRealmId, } 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';
+import { getAddonListZeniSku, getCompanyManagementView, getCompanyProductServicesUpdateStatus, getCompanyQboRealmIdUpdateStatus, getPlanListZeniSku, } from './view/companyView/selector/companyManagementViewSelector';
 import { getCompanyPassportLocalStoreData, getCompanyPassportView, isCompanyPassportDataToBeSaved, } from './view/companyView/selector/companyPassportViewSelector';
 import { getCompanyPortfolioView, isInfiniteRunway, } from './view/companyView/selector/companyPortfolioViewSelector';
 import { getAllCockpitTabsFilterView, } from './view/companyView/selector/getAllCockpitTabsFilterView';
@@ -456,6 +456,7 @@ export { scheduleTenantCreditScoreCron, fetchCreditAgentMacro, saveCreditAgentMa
 export { toCardTenantProfileRow, toMacro, } from './entity/creditAgent/creditAgentPayload';
 export { getCreditAgentView, getCreditAgentEntity, getCreditAgentMacro, getCardProfilesData, } from './view/creditAgentView/creditAgentViewSelector';
 export { getCreditReportDownloadPayload } from './view/creditAgentView/buildCreditReportCsv';
+export { ALL_PRODUCT_VERTICALS, toProductVertical, toProductVerticalStrict, } from './view/companyView/types/cockpitTypes';
 export { clearAllCreditAgent, updateCreditAgentMacro, updateCreditAgentRow, updateCreditAgentRows, } from './entity/creditAgent/creditAgentReducer';
 export { getCreditAgentRows, getCreditAgentMacroEntity, } from './entity/creditAgent/creditAgentSelector';
 export { saveJeAccountSettings, saveJeAccountSettingsLocalData };
@@ -481,7 +482,7 @@ export { toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsolute
 export { toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, toScheduleDaysOfMonth, toMonth, toMonthStrict, toQuarter, toQuarterStrict, };
-export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
+export { getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, doSignOut, sendSessionHeartbeat, resetSignInState, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, DEFAULT_RECEIPTS_EMAIL, getReceiptsEmail, };
 export { toAccountType, toAccountGroupType, getAccountGroupKey, getAllAccounts, getTransactionFilterAccountOptions, };
 export { getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
 export { getForecast };
@@ -566,7 +567,7 @@ 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, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
+export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCompanyProductServices, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, 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, };
@@ -674,7 +675,7 @@ export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantC
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
 export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, submitFeedback, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
 export { getAiCfoView, getSuggestedQuestionsForPageContext, getSkills, } from './view/aiCfoView/aiCfoViewSelector';
-export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
+export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoExports, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, } from './entity/aiCfo/aiCfoSelector';
 export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
 // ── Card Policy (shared between manual + AI-driven flows) ────────────
@@ -735,7 +736,7 @@ export { resetRecordPayment, initializeRecordPaymentDraft, submitRecordPayment,
 export { initializeIssueCreditNoteDraft, issueCreditNoteFailure, issueCreditNoteSuccess, resetIssueCreditNote, submitIssueCreditNote, updateIssueCreditNoteFormDraft, } from './view/invoicing/issueCreditNote/issueCreditNoteReducer';
 export { computeIssueCreditNoteTotal, initializeIssueCreditNoteDraftFromInvoice, localDataToIssueCreditNotePayload, } from './view/invoicing/issueCreditNote/issueCreditNotePayload';
 export { INVOICING_CREDIT_NOTE_REASON_CODES, initialIssueCreditNoteFormLocalData, } from './view/invoicing/issueCreditNote/issueCreditNoteFormConfig';
-export { getIssueCreditNoteFormView, getIssueCreditNoteView, } from './view/invoicing/issueCreditNote/issueCreditNoteSelector';
+export { getIssueCreditNoteView } from './view/invoicing/issueCreditNote/issueCreditNoteSelector';
 export { createCreditNoteFailure, createCreditNoteSuccess, resetCreateCreditNote, submitCreateCreditNote, updateCreateCreditNoteFormDraft, } from './view/invoicing/createCreditNote/createCreditNoteReducer';
 export { localDataToCreateCreditNotePayload } from './view/invoicing/createCreditNote/createCreditNotePayload';
 export { initialCreateCreditNoteFormLocalData } from './view/invoicing/createCreditNote/createCreditNoteFormConfig';
@@ -824,8 +825,8 @@ export { clearAllInvoicingDunningCases, removeInvoicingDunningCase, updateInvoic
 export { clearInvoicingDunningCaseListView, fetchInvoicingDunningCaseCounts, fetchInvoicingDunningCaseList, fetchInvoicingDunningCaseListPage, setInvoicingDunningCaseActiveTab, updateInvoicingDunningCaseFilters, } from './view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewReducer';
 export { ALL_INVOICING_DUNNING_CASE_SORT_KEYS, ALL_INVOICING_DUNNING_CASE_TAB_IDS, INVOICING_DUNNING_CASE_COLUMNS, INVOICING_DUNNING_CASE_TABS, } from './view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewState';
 export { getInvoicingDunningCaseListView } from './view/invoicing/invoicingDunningCaseListView/invoicingDunningCaseListViewSelector';
-export { clearInvoicingDunningCaseDetailView, fetchInvoicingDunningCaseDetail, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewReducer';
-export { getInvoicingDunningCaseById, getInvoicingDunningCaseDetail, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewSelector';
+export { clearInvoicingDunningCaseDetailView, fetchInvoicingDunningCaseDetail, fetchInvoicingDunningEmailPreviewPage, invalidateInvoicingDunningEmailPreview, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewReducer';
+export { getInvoicingDunningCaseById, getInvoicingDunningCaseDetail, getInvoicingDunningEmailPreview, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewSelector';
 // ── Invoicing: catalog (plans + products) ─────────────────────────────────────
 export { clearAllInvoicingPlans, mergeInvoicingPlanSubFamily, removeInvoicingPlan, updateInvoicingPlans, } from './entity/invoicing/plan/planReducer';
 export { clearAllInvoicingProducts, removeInvoicingProduct, updateInvoicingProducts, } from './entity/invoicing/product/productReducer';

package/lib/esm/view/companyHealthMetricView/companyHealthMetricConfigReducer.js

@@ -31,10 +31,13 @@ const companyHealthMetricConfigView = createSlice({
             draft.fetchState = 'Error';
             draft.error = action.payload;
         },
+        clearCompanyHealthMetricConfigView() {
+            return initialState;
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, () => initialState);
     },
 });
-export const { fetchCompanyHealthMetricConfig, updateCompanyHealthMetricConfig, updateCompanyHealthMetricConfigFailure, } = companyHealthMetricConfigView.actions;
+export const { clearCompanyHealthMetricConfigView, fetchCompanyHealthMetricConfig, updateCompanyHealthMetricConfig, updateCompanyHealthMetricConfigFailure, } = companyHealthMetricConfigView.actions;
 export default companyHealthMetricConfigView.reducer;

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

@@ -377,6 +377,63 @@ const companyView = createSlice({
         clearQboProjectsReconnectRequest(draft) {
             draft.passportView.needsQboProjectsReconnect = false;
         },
+        updateCompanyProductServices: {
+            reducer(draft, action) {
+                draft.managementView.productServicesUpdateStatusByCompanyId[action.payload.companyId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId, services) {
+                return { payload: { companyId, services } };
+            },
+        },
+        updateCompanyProductServicesSuccess(draft, action) {
+            draft.managementView.productServicesUpdateStatusByCompanyId[action.payload.companyId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCompanyProductServicesFailure: {
+            reducer(draft, action) {
+                draft.managementView.productServicesUpdateStatusByCompanyId[action.payload.companyId] = {
+                    fetchState: 'Error',
+                    error: action.payload.status,
+                };
+            },
+            prepare(companyId, status) {
+                return { payload: { companyId, status } };
+            },
+        },
+        updateCompanyQboRealmId: {
+            reducer(draft, action) {
+                draft.managementView.qboRealmIdUpdateStatusByCompanyId[action.payload.companyId] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            // qboRealmId omitted -> reset (the epic sends null); a value -> update.
+            prepare(companyId, qboRealmId) {
+                return { payload: { companyId, qboRealmId } };
+            },
+        },
+        updateCompanyQboRealmIdSuccess(draft, action) {
+            draft.managementView.qboRealmIdUpdateStatusByCompanyId[action.payload.companyId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCompanyQboRealmIdFailure: {
+            reducer(draft, action) {
+                draft.managementView.qboRealmIdUpdateStatusByCompanyId[action.payload.companyId] = {
+                    fetchState: 'Error',
+                    error: action.payload.status,
+                };
+            },
+            prepare(companyId, status) {
+                return { payload: { companyId, status } };
+            },
+        },
         updateCapitalizationAccountThreshold: {
             prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
                 return {
@@ -700,5 +757,5 @@ 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, 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 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, updateCompanyProductServices, updateCompanyProductServicesSuccess, updateCompanyProductServicesFailure, updateCompanyQboRealmId, updateCompanyQboRealmIdSuccess, updateCompanyQboRealmIdFailure, 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/updateCompanyProductServicesEpic.js

@@ -0,0 +1,91 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { updateTenantProductSettings } from '../../../entity/tenant/tenantReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { updateCompanyProductServices, updateCompanyProductServicesFailure, updateCompanyProductServicesSuccess, } from '../companyViewReducer';
+import { resolveTenantIdByCompanyId } from '../selector/companyManagementViewSelector';
+export const updateCompanyProductServicesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCompanyProductServices.match), 
+// Per-row admin action: an operator can enable services on several
+// companies at once, so each trigger keeps its own request (matches
+// updateCompanyQboRealmIdEpic).
+mergeMap((action) => {
+    const { companyId, services } = action.payload;
+    const { isBookkeepingEnabled, isBillPayEnabled, isReimbursementEnabled } = services;
+    const tenantId = resolveTenantIdByCompanyId(state$.value, companyId);
+    // Send only the service-enable fields so the backend routes this through
+    // its isolated "enable services" path. Bookkeeping is a Tenant product
+    // flag and implies spend management; bill pay / reimbursement are Company
+    // feature flags.
+    const requestBody = {};
+    if (isBookkeepingEnabled != null) {
+        requestBody.is_book_keeping_enabled = isBookkeepingEnabled;
+        requestBody.is_spend_management_enabled = isBookkeepingEnabled;
+    }
+    if (isBillPayEnabled != null) {
+        requestBody.is_bill_pay_feature_enabled = isBillPayEnabled;
+    }
+    if (isReimbursementEnabled != null) {
+        requestBody.is_reimbursement_feature_enabled = isReimbursementEnabled;
+    }
+    // No fields set would fall through to the normal company PUT on the backend;
+    // treat it as an immediate no-op success so the In-Progress status resolves.
+    if (Object.keys(requestBody).length === 0) {
+        return from([updateCompanyProductServicesSuccess({ companyId })]);
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, requestBody)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const companies = response.data?.companies ?? [];
+            const actions = [];
+            // The response normally carries the updated company; only write
+            // company state when it does (a 200 is still a success even with
+            // an empty company array).
+            if (companies.length > 0) {
+                actions.push(updateCompanies({
+                    payload: companies,
+                    schema: {},
+                    isUpdate: true,
+                }));
+            }
+            // Independent of the company array: the company PUT is the source
+            // of truth and this tenant-state patch is a best-effort optimistic
+            // sync, skipped when the tenant isn't loaded (UI relies on the
+            // next tenant fetch).
+            if (isBookkeepingEnabled != null && tenantId != null) {
+                actions.push(updateTenantProductSettings({
+                    tenantId,
+                    isBookkeepingEnabled,
+                    isSpendManagementEnabled: isBookkeepingEnabled,
+                }));
+            }
+            actions.push(updateCompanyProductServicesSuccess({ companyId }));
+            actions.push(openSnackbar({
+                messageSection: 'product_services_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        return from([
+            updateCompanyProductServicesFailure(companyId, response.status),
+            openSnackbar({
+                messageSection: 'product_services_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        updateCompanyProductServicesFailure(companyId, createZeniAPIStatus('Unexpected error', 'Update Company Product Services errored out: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error)))),
+        openSnackbar({
+            messageSection: 'product_services_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/companyView/epic/updateCompanyQboRealmIdEpic.js

@@ -0,0 +1,58 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { updateCompanyQboRealmId, updateCompanyQboRealmIdFailure, updateCompanyQboRealmIdSuccess, } from '../companyViewReducer';
+import { resolveTenantIdByCompanyId } from '../selector/companyManagementViewSelector';
+export const updateCompanyQboRealmIdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCompanyQboRealmId.match), 
+// Per-row admin action: several rows can be in flight at once, so each
+// trigger keeps its own request instead of cancelling the previous one.
+mergeMap((action) => {
+    const { companyId, qboRealmId } = action.payload;
+    const tenantId = resolveTenantIdByCompanyId(state$.value, companyId);
+    if (tenantId == null) {
+        return from([
+            updateCompanyQboRealmIdFailure(companyId, createZeniAPIStatus('Unexpected error', `No tenant found for companyId: ${companyId}`)),
+            openSnackbar({
+                messageSection: 'qbo_realm_id_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }
+    // The FE route reads the target tenant from the zeni-tenant-id header,
+    // which overrides the operator's ambient tenant for this request only.
+    // qboRealmId omitted -> null clears the pin; a value overwrites it.
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/qbo-realm-id`, { qbo_realm_id: qboRealmId ?? null }, { 'zeni-tenant-id': tenantId })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                updateCompanyQboRealmIdSuccess({ companyId }),
+                openSnackbar({
+                    messageSection: 'qbo_realm_id_update',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        return from([
+            updateCompanyQboRealmIdFailure(companyId, response.status),
+            openSnackbar({
+                messageSection: 'qbo_realm_id_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        updateCompanyQboRealmIdFailure(companyId, createZeniAPIStatus('Unexpected error', 'Update Company QBO realm id errored out: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error)))),
+        openSnackbar({
+            messageSection: 'qbo_realm_id_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/companyView/selector/companyManagementViewSelector.js

@@ -2,6 +2,7 @@ import { createSelector } from '@reduxjs/toolkit';
 import recordGet from 'lodash/get';
 import orderBy from 'lodash/orderBy';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
+import { getCompanyByCompanyId } from '../../../entity/company/companySelector';
 import { customerRatingValues, teamRatingValues, } from '../../../entity/customerSatisfaction/customerSatisfactionState';
 import { getUserByUserId, getUserName, getUserNameById, } from '../../../entity/user/userSelector';
 import { date as zeniDate } from '../../../zeniDayJS';
@@ -122,6 +123,29 @@ const getCategoryValueForCompany = (key, company) => {
     if (key === 'annualRecurringRevenue' || key === 'monthlyRecurringRevenue') {
         return company.primarySubscription?.summary.summary[key].amount.toString();
     }
+    if (key === 'productVerticals') {
+        const featuresActivationInfo = company.company.company.featuresActivationInfo;
+        const enabledVerticals = [];
+        if (featuresActivationInfo?.isBookkeepingEnabled === true) {
+            enabledVerticals.push('bookkeeping');
+        }
+        if (featuresActivationInfo?.isBillPayFeatureEnabled === true) {
+            enabledVerticals.push('billPay');
+        }
+        if (featuresActivationInfo?.isReimbursementFeatureEnabled === true) {
+            enabledVerticals.push('reimbursement');
+        }
+        if (featuresActivationInfo?.isTaxEnabled === true) {
+            enabledVerticals.push('tax');
+        }
+        if (featuresActivationInfo?.isPayrollEnabled === true) {
+            enabledVerticals.push('payroll');
+        }
+        if (featuresActivationInfo?.isCfoEnabled === true) {
+            enabledVerticals.push('cfo');
+        }
+        return enabledVerticals;
+    }
     return company.company.company.managementInfo[key];
 };
 const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredCompanies = [], index = 0) => {
@@ -192,6 +216,8 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
     updatedCompanies.forEach((company) => {
         switch (sortKey) {
             case 'companyName':
+            case 'productVerticals':
+            case 'realmId':
                 companiesWithSortKeyValue.push(company);
                 break;
             case 'status':
@@ -427,6 +453,12 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
                     primarySortValue = (company.company.company.companyInfo.bookCloseDate ??
                         zeniDate('1970-01-01T00:00:00.000Z')).valueOf();
                     break;
+                case 'productVerticals':
+                case 'realmId':
+                    // Not a meaningful sort axis (both are cockpit action columns);
+                    // keep stable order rather than falling through to the status/group
+                    // default sort.
+                    break;
                 case 'status':
                 default: {
                     isMultiSortApplicable = true;
@@ -480,3 +512,23 @@ export const getTotalRecurringRevenue = (companies) => companies.reduce((prev, c
         currencySymbol: '',
     },
 });
+export function getCompanyProductServicesUpdateStatus(state, companyId) {
+    return (state.companyViewState.managementView
+        .productServicesUpdateStatusByCompanyId[companyId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    });
+}
+export function getCompanyQboRealmIdUpdateStatus(state, companyId) {
+    return (state.companyViewState.managementView.qboRealmIdUpdateStatusByCompanyId[companyId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    });
+}
+// Cockpit populates companyState (with a companyId->tenantId mapping) but not
+// tenantState, so resolve from company first and fall back to tenant.
+export function resolveTenantIdByCompanyId(state, companyId) {
+    return (getCompanyByCompanyId(state.companyState, companyId)?.company.companyInfo
+        .tenantId ??
+        Object.values(state.tenantState.tenantsById).find((tenant) => tenant?.companyId === companyId)?.tenantId);
+}

package/lib/esm/view/companyView/types/cockpitTypes.js

@@ -1,4 +1,4 @@
-import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+import { stringToUnion, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
 const ALL_PORTFOLIO_SORT_KEYS = [
     'companyName',
     'cashBalance',
@@ -13,6 +13,8 @@ const ALL_MANAGEMENT_SORT_KEYS = [
     'status',
     'group',
     'plans',
+    'productVerticals',
+    'realmId',
     'controller',
     'customerSuccessManager',
     'reviewer',
@@ -83,3 +85,13 @@ export const MANAGEMENT_STATUS_CODES = [
     'terminated',
 ];
 export const toManagementStatusCodeType = (v) => stringToUnion(v, MANAGEMENT_STATUS_CODES);
+export const ALL_PRODUCT_VERTICALS = [
+    'bookkeeping',
+    'billPay',
+    'reimbursement',
+    'tax',
+    'payroll',
+    'cfo',
+];
+export const toProductVertical = (v) => stringToUnion(v, ALL_PRODUCT_VERTICALS);
+export const toProductVerticalStrict = (v) => stringToUnionStrict(v ?? '', ALL_PRODUCT_VERTICALS);

package/lib/esm/view/companyView/types/companyManagementViewState.js

@@ -19,6 +19,8 @@ export function getCompanyManagementPendingUpdates(companyId, state) {
 export const initialCompanyManagementView = {
     ...initialCommonState,
     updatesByCompanyId: {},
+    productServicesUpdateStatusByCompanyId: {},
+    qboRealmIdUpdateStatusByCompanyId: {},
     uiState: {
         sortKey: 'status',
         sortOrder: 'ascending',

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteEpic.js

@@ -1,6 +1,7 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCreditNotes } from '../../../entity/invoicing/creditNote/creditNoteReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { localDataToCreateCreditNotePayload, } from './createCreditNotePayload';
 import { createCreditNoteFailure, createCreditNoteSuccess, submitCreateCreditNote, } from './createCreditNoteReducer';
@@ -15,9 +16,28 @@ export const createCreditNoteEpic = (actions$, state$, zeniAPI) => actions$.pipe
             return [
                 updateInvoicingCreditNotes([response.data], 'merge'),
                 createCreditNoteSuccess({ creditNoteId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_credit_note_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createCreditNoteFailure(response.status));
-    }), catchError((error) => of(createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createCreditNoteFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_credit_note_saved',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_credit_note_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

package/lib/esm/view/invoicing/createInvoice/createInvoiceEpic.js

@@ -1,8 +1,9 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { extractInvoicingInvoiceAddresses } from '../../../entity/invoicing/invoice/invoicePayload';
 import { updateInvoices } from '../../../entity/invoicing/invoice/invoiceReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess, } from './createInvoiceReducer';
@@ -22,9 +23,28 @@ export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(f
                     status: response.data.status,
                 }),
                 createInvoiceSuccess({ invoiceId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_invoice_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createInvoiceFailure(response.status));
-    }), catchError((error) => of(createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createInvoiceFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_invoice_saved',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_invoice_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

package/lib/esm/view/invoicing/createInvoice/createInvoiceSelector.js

@@ -1,25 +1,52 @@
+import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getInvoicingCatalogListView, getInvoicingCatalogPrices, } from '../invoicingCatalogListView/invoicingCatalogListViewSelector';
 import { getInvoicingCustomerListView } from '../invoicingCustomerListView/invoicingCustomerListViewSelector';
 import { getInvoicingSettings } from '../settingsView/settingsViewSelector';
+/**
+ * Display name for a customer option: company, else the full name, else the
+ * email, else the raw id.
+ */
+const customerDisplayName = (customer) => {
+    const fullName = [customer.firstName, customer.lastName]
+        .filter((part) => part != null && part.trim() !== '')
+        .join(' ')
+        .trim();
+    const company = customer.company?.trim() ?? '';
+    const email = customer.email?.trim() ?? '';
+    return company !== ''
+        ? company
+        : fullName !== ''
+            ? fullName
+            : email !== ''
+                ? email
+                : customer.id;
+};
 /**
  * Single bundled view for the create-invoice screen — web-ui consumes only this.
  * Carries the form draft (`localData`), the option sources the form needs
- * (customers, catalog plans/products, settings), the create-invoice fetch
- * state/error, and the id of the invoice last created (`savedInvoiceId`, to
- * navigate on success). Returns raw entity lists; the screen maps them to its
- * option shapes.
+ * (customer picker rows, catalog plan names, products, settings), the
+ * create-invoice fetch state/error, and the id of the invoice last created
+ * (`savedInvoiceId`, to navigate on success).
  */
 export const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = getInvoicingCatalogListView(state);
-    const plans = getInvoicingCatalogPrices(catalogListView.plans);
     return {
-        customers: getInvoicingCustomerListView(state).customers,
+        customers: getInvoicingCustomerListView(state).customers.map((customer) => ({
+            billingAddress: customer.billingAddressId != null
+                ? getAddressByAddressId(state.addressState, customer.billingAddressId)
+                : undefined,
+            email: customer.email,
+            id: customer.id,
+            name: customerDisplayName(customer),
+        })),
         localData: createInvoiceState.formDraft,
-        planNames: plans
-            .map((plan) => plan.name ?? '')
-            .filter((name) => name !== ''),
-        plans,
+        planNames: catalogListView.plans.flatMap((plan) => (plan.subFamilies ?? [])
+            .filter((subFamily) => (subFamily.name ?? '') !== '')
+            .map((subFamily) => ({
+            planName: plan.name ?? '',
+            subFamilyName: subFamily.name ?? '',
+        }))),
         products: getInvoicingCatalogPrices(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: getInvoicingSettings(state),