@zeniai/client-epic-state 5.1.90 → 5.1.91

package/lib/view/companyHealthMetricView/companyHealthMetricConfigReducer.d.ts

@@ -2,6 +2,6 @@ import { AdditionalChurnFactors } from '../../entity/companyHealthMetric/company
 import { ZeniAPIStatus } from '../../responsePayload';
 import { CompanyHealthMetricConfigView } from './companyHealthMetricView';
 export declare const initialState: CompanyHealthMetricConfigView;
-export declare const fetchCompanyHealthMetricConfig: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyHealthMetricConfig/fetchCompanyHealthMetricConfig">, updateCompanyHealthMetricConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<AdditionalChurnFactors, "companyHealthMetricConfig/updateCompanyHealthMetricConfig">, updateCompanyHealthMetricConfigFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "companyHealthMetricConfig/updateCompanyHealthMetricConfigFailure">;
+export declare const clearCompanyHealthMetricConfigView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyHealthMetricConfig/clearCompanyHealthMetricConfigView">, fetchCompanyHealthMetricConfig: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyHealthMetricConfig/fetchCompanyHealthMetricConfig">, updateCompanyHealthMetricConfig: import("@reduxjs/toolkit").ActionCreatorWithPayload<AdditionalChurnFactors, "companyHealthMetricConfig/updateCompanyHealthMetricConfig">, updateCompanyHealthMetricConfigFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "companyHealthMetricConfig/updateCompanyHealthMetricConfigFailure">;
 declare const _default: import("redux").Reducer<CompanyHealthMetricConfigView>;
 export default _default;

package/lib/view/companyHealthMetricView/companyHealthMetricConfigReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCompanyHealthMetricConfigFailure = exports.updateCompanyHealthMetricConfig = exports.fetchCompanyHealthMetricConfig = exports.initialState = void 0;
+exports.updateCompanyHealthMetricConfigFailure = exports.updateCompanyHealthMetricConfig = exports.fetchCompanyHealthMetricConfig = exports.clearCompanyHealthMetricConfigView = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 exports.initialState = {
@@ -35,10 +35,13 @@ const companyHealthMetricConfigView = (0, toolkit_1.createSlice)({
             draft.fetchState = 'Error';
             draft.error = action.payload;
         },
+        clearCompanyHealthMetricConfigView() {
+            return exports.initialState;
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(rootActions_1.clearAll, () => exports.initialState);
     },
 });
-_a = companyHealthMetricConfigView.actions, exports.fetchCompanyHealthMetricConfig = _a.fetchCompanyHealthMetricConfig, exports.updateCompanyHealthMetricConfig = _a.updateCompanyHealthMetricConfig, exports.updateCompanyHealthMetricConfigFailure = _a.updateCompanyHealthMetricConfigFailure;
+_a = companyHealthMetricConfigView.actions, exports.clearCompanyHealthMetricConfigView = _a.clearCompanyHealthMetricConfigView, exports.fetchCompanyHealthMetricConfig = _a.fetchCompanyHealthMetricConfig, exports.updateCompanyHealthMetricConfig = _a.updateCompanyHealthMetricConfig, exports.updateCompanyHealthMetricConfigFailure = _a.updateCompanyHealthMetricConfigFailure;
 exports.default = companyHealthMetricConfigView.reducer;

package/lib/view/companyView/companyViewReducer.d.ts

@@ -10,6 +10,11 @@ import { CompanyDetailsLocalData } from './types/companyPassport/companyDetailsL
 import { CompanyPassportLocalData } from './types/companyPassport/companyPassportLocalData';
 import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData } from './types/companyPassport/companyUsersLocalData';
 import { PortfolioUIState } from './types/companyPortfolioViewState';
+export interface CompanyProductServicesInput {
+    isBillPayEnabled?: boolean;
+    isBookkeepingEnabled?: boolean;
+    isReimbursementEnabled?: boolean;
+}
 export declare const initialState: CompanyViewState;
 export declare const fetchCompanyPassportView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
     companyId: string;
@@ -68,7 +73,23 @@ export declare const fetchCompanyPassportView: import("@reduxjs/toolkit").Action
     enabled: boolean;
 }, "companyView/updateAccountingClassesEnabled", never, never>, updateAccountingClassesEnabledSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateAccountingClassesEnabledSuccess">, updateAccountingClassesEnabledFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "companyView/updateAccountingClassesEnabledFailure">, enableAccountingProjects: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
+}, "companyView/updateAccountingClassesEnabledFailure">, updateCompanyProductServices: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, services: CompanyProductServicesInput], {
+    companyId: string;
+    services: CompanyProductServicesInput;
+}, "companyView/updateCompanyProductServices", never, never>, updateCompanyProductServicesSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    companyId: ID;
+}, "companyView/updateCompanyProductServicesSuccess">, updateCompanyProductServicesFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: ZeniAPIStatus<Record<string, unknown>>], {
+    companyId: string;
+    status: ZeniAPIStatus<Record<string, unknown>>;
+}, "companyView/updateCompanyProductServicesFailure", never, never>, updateCompanyQboRealmId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, qboRealmId?: string | undefined], {
+    companyId: string;
+    qboRealmId: string | undefined;
+}, "companyView/updateCompanyQboRealmId", never, never>, updateCompanyQboRealmIdSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    companyId: ID;
+}, "companyView/updateCompanyQboRealmIdSuccess">, updateCompanyQboRealmIdFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: ZeniAPIStatus<Record<string, unknown>>], {
+    companyId: string;
+    status: ZeniAPIStatus<Record<string, unknown>>;
+}, "companyView/updateCompanyQboRealmIdFailure", never, never>, enableAccountingProjects: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
     companyId: string;
 }, "companyView/enableAccountingProjects", never, never>, resumeEnableAccountingProjects: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
     companyId: string;

package/lib/view/companyView/companyViewReducer.js

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = exports.clearQboProjectsReconnectRequest = exports.requestQboProjectsReconnect = exports.updateAccountingProjectsEnabledFailure = exports.updateAccountingProjectsEnabledSuccess = exports.disableAccountingProjects = exports.resumeEnableAccountingProjects = exports.enableAccountingProjects = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
-exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = void 0;
+exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = exports.clearQboProjectsReconnectRequest = exports.requestQboProjectsReconnect = exports.updateAccountingProjectsEnabledFailure = exports.updateAccountingProjectsEnabledSuccess = exports.disableAccountingProjects = exports.resumeEnableAccountingProjects = exports.enableAccountingProjects = exports.updateCompanyQboRealmIdFailure = exports.updateCompanyQboRealmIdSuccess = exports.updateCompanyQboRealmId = exports.updateCompanyProductServicesFailure = exports.updateCompanyProductServicesSuccess = exports.updateCompanyProductServices = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
@@ -382,6 +382,63 @@ const companyView = (0, toolkit_1.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 {
@@ -705,5 +762,5 @@ const companyView = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.enableAccountingProjects = _a.enableAccountingProjects, exports.resumeEnableAccountingProjects = _a.resumeEnableAccountingProjects, exports.disableAccountingProjects = _a.disableAccountingProjects, exports.updateAccountingProjectsEnabledSuccess = _a.updateAccountingProjectsEnabledSuccess, exports.updateAccountingProjectsEnabledFailure = _a.updateAccountingProjectsEnabledFailure, exports.requestQboProjectsReconnect = _a.requestQboProjectsReconnect, exports.clearQboProjectsReconnectRequest = _a.clearQboProjectsReconnectRequest, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateCompanyProductServices = _a.updateCompanyProductServices, exports.updateCompanyProductServicesSuccess = _a.updateCompanyProductServicesSuccess, exports.updateCompanyProductServicesFailure = _a.updateCompanyProductServicesFailure, exports.updateCompanyQboRealmId = _a.updateCompanyQboRealmId, exports.updateCompanyQboRealmIdSuccess = _a.updateCompanyQboRealmIdSuccess, exports.updateCompanyQboRealmIdFailure = _a.updateCompanyQboRealmIdFailure, exports.enableAccountingProjects = _a.enableAccountingProjects, exports.resumeEnableAccountingProjects = _a.resumeEnableAccountingProjects, exports.disableAccountingProjects = _a.disableAccountingProjects, exports.updateAccountingProjectsEnabledSuccess = _a.updateAccountingProjectsEnabledSuccess, exports.updateAccountingProjectsEnabledFailure = _a.updateAccountingProjectsEnabledFailure, exports.requestQboProjectsReconnect = _a.requestQboProjectsReconnect, exports.clearQboProjectsReconnectRequest = _a.clearQboProjectsReconnectRequest, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/updateCompanyProductServicesEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { updateTenantProductSettings } from '../../../entity/tenant/tenantReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { updateCompanyProductServices, updateCompanyProductServicesFailure, updateCompanyProductServicesSuccess } from '../companyViewReducer';
+export type ActionType = ReturnType<typeof updateCompanies> | ReturnType<typeof updateTenantProductSettings> | ReturnType<typeof openSnackbar> | ReturnType<typeof updateCompanyProductServices> | ReturnType<typeof updateCompanyProductServicesSuccess> | ReturnType<typeof updateCompanyProductServicesFailure>;
+export declare const updateCompanyProductServicesEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyView/epic/updateCompanyProductServicesEpic.js

@@ -0,0 +1,95 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCompanyProductServicesEpic = 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 tenantReducer_1 = require("../../../entity/tenant/tenantReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const companyViewReducer_1 = require("../companyViewReducer");
+const companyManagementViewSelector_1 = require("../selector/companyManagementViewSelector");
+const updateCompanyProductServicesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCompanyProductServices.match), 
+// Per-row admin action: an operator can enable services on several
+// companies at once, so each trigger keeps its own request (matches
+// updateCompanyQboRealmIdEpic).
+(0, operators_1.mergeMap)((action) => {
+    const { companyId, services } = action.payload;
+    const { isBookkeepingEnabled, isBillPayEnabled, isReimbursementEnabled } = services;
+    const tenantId = (0, companyManagementViewSelector_1.resolveTenantIdByCompanyId)(state$.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 (0, rxjs_1.from)([(0, companyViewReducer_1.updateCompanyProductServicesSuccess)({ companyId })]);
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, requestBody)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.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((0, companyReducer_1.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((0, tenantReducer_1.updateTenantProductSettings)({
+                    tenantId,
+                    isBookkeepingEnabled,
+                    isSpendManagementEnabled: isBookkeepingEnabled,
+                }));
+            }
+            actions.push((0, companyViewReducer_1.updateCompanyProductServicesSuccess)({ companyId }));
+            actions.push((0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'product_services_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return (0, rxjs_1.from)(actions);
+        }
+        return (0, rxjs_1.from)([
+            (0, companyViewReducer_1.updateCompanyProductServicesFailure)(companyId, response.status),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'product_services_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateCompanyProductServicesFailure)(companyId, (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Company Product Services errored out: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error)))),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'product_services_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateCompanyProductServicesEpic = updateCompanyProductServicesEpic;

package/lib/view/companyView/epic/updateCompanyQboRealmIdEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { updateCompanyQboRealmId, updateCompanyQboRealmIdFailure, updateCompanyQboRealmIdSuccess } from '../companyViewReducer';
+export type ActionType = ReturnType<typeof openSnackbar> | ReturnType<typeof updateCompanyQboRealmId> | ReturnType<typeof updateCompanyQboRealmIdSuccess> | ReturnType<typeof updateCompanyQboRealmIdFailure>;
+export declare const updateCompanyQboRealmIdEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,62 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateCompanyQboRealmIdEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
+const responsePayload_1 = require("../../../responsePayload");
+const companyViewReducer_1 = require("../companyViewReducer");
+const companyManagementViewSelector_1 = require("../selector/companyManagementViewSelector");
+const updateCompanyQboRealmIdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyViewReducer_1.updateCompanyQboRealmId.match), 
+// Per-row admin action: several rows can be in flight at once, so each
+// trigger keeps its own request instead of cancelling the previous one.
+(0, operators_1.mergeMap)((action) => {
+    const { companyId, qboRealmId } = action.payload;
+    const tenantId = (0, companyManagementViewSelector_1.resolveTenantIdByCompanyId)(state$.value, companyId);
+    if (tenantId == null) {
+        return (0, rxjs_1.from)([
+            (0, companyViewReducer_1.updateCompanyQboRealmIdFailure)(companyId, (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', `No tenant found for companyId: ${companyId}`)),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'qbo_realm_id_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }
+    // The FE route reads the target tenant from the zeni-tenant-id header,
+    // which overrides the operator's ambient tenant for this request only.
+    // qboRealmId omitted -> null clears the pin; a value overwrites it.
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/qbo-realm-id`, { qbo_realm_id: qboRealmId ?? null }, { 'zeni-tenant-id': tenantId })
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response)) {
+            return (0, rxjs_1.from)([
+                (0, companyViewReducer_1.updateCompanyQboRealmIdSuccess)({ companyId }),
+                (0, snackbarReducer_1.openSnackbar)({
+                    messageSection: 'qbo_realm_id_update',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        return (0, rxjs_1.from)([
+            (0, companyViewReducer_1.updateCompanyQboRealmIdFailure)(companyId, response.status),
+            (0, snackbarReducer_1.openSnackbar)({
+                messageSection: 'qbo_realm_id_update',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.from)([
+        (0, companyViewReducer_1.updateCompanyQboRealmIdFailure)(companyId, (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', 'Update Company QBO realm id errored out: ' +
+            (error instanceof Error
+                ? error.message
+                : JSON.stringify(error)))),
+        (0, snackbarReducer_1.openSnackbar)({
+            messageSection: 'qbo_realm_id_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));
+exports.updateCompanyQboRealmIdEpic = updateCompanyQboRealmIdEpic;

package/lib/view/companyView/selector/companyManagementViewSelector.d.ts

@@ -38,3 +38,6 @@ export declare const getTotalRecurringRevenue: (companies: CompanyView[]) => {
         currencySymbol: string;
     };
 };
+export declare function getCompanyProductServicesUpdateStatus(state: RootState, companyId: ID): FetchStateAndError;
+export declare function getCompanyQboRealmIdUpdateStatus(state: RootState, companyId: ID): FetchStateAndError;
+export declare function resolveTenantIdByCompanyId(state: RootState, companyId: ID): ID | undefined;

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

@@ -4,10 +4,14 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getTotalRecurringRevenue = exports.getAddonListZeniSku = exports.getPlanListZeniSku = exports.getCompanyManagementView = exports.getManagementViewFromCompanyIds = void 0;
+exports.getCompanyProductServicesUpdateStatus = getCompanyProductServicesUpdateStatus;
+exports.getCompanyQboRealmIdUpdateStatus = getCompanyQboRealmIdUpdateStatus;
+exports.resolveTenantIdByCompanyId = resolveTenantIdByCompanyId;
 const toolkit_1 = require("@reduxjs/toolkit");
 const get_1 = __importDefault(require("lodash/get"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
 const sortOrderPayload_1 = require("../../../commonPayloadTypes/sortOrderPayload");
+const companySelector_1 = require("../../../entity/company/companySelector");
 const customerSatisfactionState_1 = require("../../../entity/customerSatisfaction/customerSatisfactionState");
 const userSelector_1 = require("../../../entity/user/userSelector");
 const zeniDayJS_1 = require("../../../zeniDayJS");
@@ -131,6 +135,29 @@ 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) => {
@@ -201,6 +228,8 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
     updatedCompanies.forEach((company) => {
         switch (sortKey) {
             case 'companyName':
+            case 'productVerticals':
+            case 'realmId':
                 companiesWithSortKeyValue.push(company);
                 break;
             case 'status':
@@ -436,6 +465,12 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
                     primarySortValue = (company.company.company.companyInfo.bookCloseDate ??
                         (0, zeniDayJS_1.date)('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;
@@ -490,3 +525,23 @@ const getTotalRecurringRevenue = (companies) => companies.reduce((prev, curr) =>
     },
 });
 exports.getTotalRecurringRevenue = getTotalRecurringRevenue;
+function getCompanyProductServicesUpdateStatus(state, companyId) {
+    return (state.companyViewState.managementView
+        .productServicesUpdateStatusByCompanyId[companyId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    });
+}
+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.
+function resolveTenantIdByCompanyId(state, companyId) {
+    return ((0, companySelector_1.getCompanyByCompanyId)(state.companyState, companyId)?.company.companyInfo
+        .tenantId ??
+        Object.values(state.tenantState.tenantsById).find((tenant) => tenant?.companyId === companyId)?.tenantId);
+}

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -4,9 +4,9 @@ import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscripti
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "companyName" | "runway" | "cashBalance" | "revenues" | "netIncome";
-export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "monthlyRecurringRevenue" | "notes" | "task" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
+export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "monthlyRecurringRevenue" | "realmId" | "notes" | "task" | "plans" | "productVerticals" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "notes" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
+export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "productVerticals" | "customerSuccessManager" | "lastReportSent" | "issues" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "status" | "dueDate" | "name" | "priority" | "createdBy" | "tags" | "taskName" | "assignee";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
@@ -14,7 +14,7 @@ export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
 export type HealthViewSortKey = ReturnType<typeof toHealthSortKeyType>;
 export type TaskManagerViewSortKey = ReturnType<typeof toTaskManagerSortKeyType>;
 export type AiAccountantFilterCategoryField = 'enrollmentStatus';
-export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
+export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'productVerticals' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
@@ -35,6 +35,10 @@ export interface CockpitFilters {
 export declare const MANAGEMENT_STATUS_CODES: string[];
 export declare const toManagementStatusCodeType: (v: string) => string;
 export type ManagementStatusCodeType = ReturnType<typeof toManagementStatusCodeType>;
+export declare const ALL_PRODUCT_VERTICALS: readonly ["bookkeeping", "billPay", "reimbursement", "tax", "payroll", "cfo"];
+export declare const toProductVertical: (v: string) => "reimbursement" | "billPay" | "bookkeeping" | "tax" | "payroll" | "cfo";
+export type ProductVertical = ReturnType<typeof toProductVertical>;
+export declare const toProductVerticalStrict: (v: string | null | undefined) => ProductVertical | undefined;
 export interface FilterCombinationsByTabs {
     filters: CockpitFilters;
     filterText: string;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toManagementStatusCodeType = exports.MANAGEMENT_STATUS_CODES = exports.toTaskManagerSortKeyType = exports.toHealthSortKeyType = exports.toOnboardingSortKeyType = exports.toManagementSortKeyType = exports.toPortfolioSortKeyType = void 0;
+exports.toProductVerticalStrict = exports.toProductVertical = exports.ALL_PRODUCT_VERTICALS = exports.toManagementStatusCodeType = exports.MANAGEMENT_STATUS_CODES = exports.toTaskManagerSortKeyType = exports.toHealthSortKeyType = exports.toOnboardingSortKeyType = exports.toManagementSortKeyType = exports.toPortfolioSortKeyType = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 const ALL_PORTFOLIO_SORT_KEYS = [
     'companyName',
@@ -16,6 +16,8 @@ const ALL_MANAGEMENT_SORT_KEYS = [
     'status',
     'group',
     'plans',
+    'productVerticals',
+    'realmId',
     'controller',
     'customerSuccessManager',
     'reviewer',
@@ -92,3 +94,15 @@ exports.MANAGEMENT_STATUS_CODES = [
 ];
 const toManagementStatusCodeType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.MANAGEMENT_STATUS_CODES);
 exports.toManagementStatusCodeType = toManagementStatusCodeType;
+exports.ALL_PRODUCT_VERTICALS = [
+    'bookkeeping',
+    'billPay',
+    'reimbursement',
+    'tax',
+    'payroll',
+    'cfo',
+];
+const toProductVertical = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_PRODUCT_VERTICALS);
+exports.toProductVertical = toProductVertical;
+const toProductVerticalStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v ?? '', exports.ALL_PRODUCT_VERTICALS);
+exports.toProductVerticalStrict = toProductVerticalStrict;

package/lib/view/companyView/types/companyManagementViewState.d.ts

@@ -4,6 +4,8 @@ import { CompanyManagementInfo } from '../../../entity/company/companyStateTypes
 import { CockpitFilters, ManagementViewSortKey } from './cockpitTypes';
 import { CommonState } from './commonState';
 export interface CompanyManagementViewState extends CommonState {
+    productServicesUpdateStatusByCompanyId: Record<ID, FetchStateAndError>;
+    qboRealmIdUpdateStatusByCompanyId: Record<ID, FetchStateAndError>;
     uiState: ManagementUIState;
     updatesByCompanyId: Record<ID, CompanyManagementUpdateState>;
 }

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

@@ -24,6 +24,8 @@ function getCompanyManagementPendingUpdates(companyId, state) {
 exports.initialCompanyManagementView = {
     ...commonState_1.initialCommonState,
     updatesByCompanyId: {},
+    productServicesUpdateStatusByCompanyId: {},
+    qboRealmIdUpdateStatusByCompanyId: {},
     uiState: {
         sortKey: 'status',
         sortOrder: 'ascending',

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
 export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
-    messageSection: "reconcile" | "save_reconcile_for_later" | "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed";
+    messageSection: "reconcile" | "save_reconcile_for_later" | "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {