@zeniai/client-epic-state 5.1.92 → 5.1.93

package/lib/esm/index.js

@@ -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, updateCompanyProductServices, updateCompanyQboRealmId, } 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, } from './view/companyView/companyViewReducer';
 import { canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
-import { getAddonListZeniSku, getCompanyManagementView, getCompanyProductServicesUpdateStatus, getCompanyQboRealmIdUpdateStatus, getPlanListZeniSku, } from './view/companyView/selector/companyManagementViewSelector';
+import { getAddonListZeniSku, getCompanyManagementView, 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';
@@ -456,7 +456,6 @@ 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 };
@@ -567,7 +566,7 @@ 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, updateCompanyProductServices, getCompanyProductServicesUpdateStatus, updateCompanyQboRealmId, getCompanyQboRealmIdUpdateStatus, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
+export { fetchCompanyPassportView, getCompanyPassportView, getCompanyPassportLocalStoreData, isCompanyPassportDataToBeSaved, companyPassportSaveDataInLocalStore, saveIndustryAndIncDateInCompanyPassportLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, updateCompanyPassportLocalStoreData, saveCompanyPassportDetails, updateAccountingClassesEnabled, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, dismissCapitalizationOnboarding, clearCompanyView, };
 export { toCompanyPassportLocalData, };
 export { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, };
 export { getUncategorizedAccounts, getNestedAccountListHierarchy, };
@@ -675,7 +674,7 @@ 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, toAiCfoExports, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
+export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, 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) ────────────
@@ -736,7 +735,7 @@ 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 { getIssueCreditNoteView } from './view/invoicing/issueCreditNote/issueCreditNoteSelector';
+export { getIssueCreditNoteFormView, 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';
@@ -825,8 +824,8 @@ 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, fetchInvoicingDunningEmailPreviewPage, invalidateInvoicingDunningEmailPreview, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewReducer';
-export { getInvoicingDunningCaseById, getInvoicingDunningCaseDetail, getInvoicingDunningEmailPreview, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewSelector';
+export { clearInvoicingDunningCaseDetailView, fetchInvoicingDunningCaseDetail, } from './view/invoicing/invoicingDunningCaseDetailView/invoicingDunningCaseDetailViewReducer';
+export { getInvoicingDunningCaseById, getInvoicingDunningCaseDetail, } 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';
@@ -839,7 +838,7 @@ export { getInvoicingPlanById } from './entity/invoicing/plan/planSelector';
 export { getInvoicingProductById } from './entity/invoicing/product/productSelector';
 // ── Invoicing: settings ───────────────────────────────────────────────────────
 export { clearInvoicingSettings, connectInvoicingStripe, disconnectInvoicingStripe, fetchInvoicingSettings, resetInvoicingBrandingFormDraft, resetSaveInvoicingSettings, saveInvoicingSettings, submitInvoicingBrandingForm, updateInvoicingBrandingFormDraft, updateInvoicingSettings, } from './view/invoicing/settingsView/settingsViewReducer';
-export { getInvoicingBrandingFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsHubView, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
+export { getInvoicingBrandingFormView, getInvoicingSettings, getInvoicingSettingsFetchState, getInvoicingSettingsView, } from './view/invoicing/settingsView/settingsViewSelector';
 export { INVOICING_BUSINESS_ADDRESS_TYPE, entityToInvoicingBrandingFormLocalData, initialInvoicingBrandingFormLocalData, } from './view/invoicing/settingsView/invoicingBrandingFormConfig';
 export { isStripeConnectedFromSettings } from './view/invoicing/settingsView/invoicingSettingsHelpers';
 // ── Invoicing: QBO integration ────────────────────────────────────────────────

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

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

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

@@ -377,63 +377,6 @@ 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 {
@@ -757,5 +700,5 @@ 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, 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 const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, enableAccountingProjects, resumeEnableAccountingProjects, disableAccountingProjects, updateAccountingProjectsEnabledSuccess, updateAccountingProjectsEnabledFailure, requestQboProjectsReconnect, clearQboProjectsReconnectRequest, updateCapitalizationAccountThreshold, updateCapitalizationAccountThresholdSuccess, updateCapitalizationAccountThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

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

@@ -2,7 +2,6 @@ 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';
@@ -123,29 +122,6 @@ 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) => {
@@ -216,8 +192,6 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, companies, userS
     updatedCompanies.forEach((company) => {
         switch (sortKey) {
             case 'companyName':
-            case 'productVerticals':
-            case 'realmId':
                 companiesWithSortKeyValue.push(company);
                 break;
             case 'status':
@@ -453,12 +427,6 @@ 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;
@@ -512,23 +480,3 @@ 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, stringToUnionStrict, } from '../../../commonStateTypes/stringToUnion';
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
 const ALL_PORTFOLIO_SORT_KEYS = [
     'companyName',
     'cashBalance',
@@ -13,8 +13,6 @@ const ALL_MANAGEMENT_SORT_KEYS = [
     'status',
     'group',
     'plans',
-    'productVerticals',
-    'realmId',
     'controller',
     'customerSuccessManager',
     'reviewer',
@@ -85,13 +83,3 @@ 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

@@ -19,8 +19,6 @@ 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

@@ -1,8 +1,6 @@
-import { from } from 'rxjs';
+import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCreditNotes } from '../../../entity/invoicing/creditNote/creditNoteReducer';
-import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
-import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { localDataToCreateCreditNotePayload, } from './createCreditNotePayload';
 import { createCreditNoteFailure, createCreditNoteSuccess, submitCreateCreditNote, } from './createCreditNoteReducer';
@@ -17,29 +15,9 @@ 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 from([
-            createCreditNoteFailure(response.status),
-            openSnackbar({
-                messageSection: 'invoicing_credit_note_saved',
-                messageText: 'failed',
-                type: 'error',
-                variables: apiErrorSnackbarVariables(response.status),
-            }),
-        ]);
-    }), 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',
-        }),
-    ])));
+        return of(createCreditNoteFailure(response.status));
+    }), catchError((error) => of(createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
+        JSON.stringify(error))))));
 }));

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

@@ -1,10 +1,8 @@
-import { from } from 'rxjs';
+import { of } 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 { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
-import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess, } from './createInvoiceReducer';
@@ -24,29 +22,9 @@ 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 from([
-            createInvoiceFailure(response.status),
-            openSnackbar({
-                messageSection: 'invoicing_invoice_saved',
-                messageText: 'failed',
-                type: 'error',
-                variables: apiErrorSnackbarVariables(response.status),
-            }),
-        ]);
-    }), 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',
-        }),
-    ])));
+        return of(createInvoiceFailure(response.status));
+    }), catchError((error) => of(createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
+        JSON.stringify(error))))));
 }));

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

@@ -1,52 +1,25 @@
-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
- * (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).
+ * (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.
  */
 export const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = getInvoicingCatalogListView(state);
+    const plans = getInvoicingCatalogPrices(catalogListView.plans);
     return {
-        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),
-        })),
+        customers: getInvoicingCustomerListView(state).customers,
         localData: createInvoiceState.formDraft,
-        planNames: catalogListView.plans.flatMap((plan) => (plan.subFamilies ?? [])
-            .filter((subFamily) => (subFamily.name ?? '') !== '')
-            .map((subFamily) => ({
-            planName: plan.name ?? '',
-            subFamilyName: subFamily.name ?? '',
-        }))),
+        planNames: plans
+            .map((plan) => plan.name ?? '')
+            .filter((name) => name !== ''),
+        plans,
         products: getInvoicingCatalogPrices(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: getInvoicingSettings(state),

package/lib/esm/view/invoicing/discountAction/discountActionEpic.js

@@ -1,31 +1,11 @@
-import { from } from 'rxjs';
+import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCoupons } from '../../../entity/invoicing/coupon/couponReducer';
-import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
-import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { runInvoicingDiscountAction, runInvoicingDiscountActionFailure, runInvoicingDiscountActionSuccess, } from './discountActionReducer';
-/** Snackbar copy per action kind; unlisted kinds run without one. */
-const SNACKBAR_SECTION_BY_KIND = {
-    archive: 'invoicing_discount_archive',
-    delete: 'invoicing_discount_delete',
-    unarchive: 'invoicing_discount_unarchive',
-};
 export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingDiscountAction.match), mergeMap((action) => {
     const { action: kind, id } = action.payload;
     const requestBody = { action: kind };
-    const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
-    /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
-    const snackbar = (messageText, status) => snackbarSection == null
-        ? []
-        : [
-            openSnackbar({
-                messageSection: snackbarSection,
-                messageText,
-                type: messageText === 'success' ? 'success' : 'error',
-                variables: apiErrorSnackbarVariables(status),
-            }),
-        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/discounts/${encodeURIComponent(id)}/actions`;
     return zeniAPI
         .postAndGetJSON(apiUrl, requestBody)
@@ -34,22 +14,15 @@ export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => ac
             return [
                 updateInvoicingCoupons([response.data], 'merge'),
                 runInvoicingDiscountActionSuccess({ id }),
-                ...snackbar('success'),
             ];
         }
-        return from([
-            runInvoicingDiscountActionFailure({
-                error: response.status,
-                id,
-            }),
-            ...snackbar('failed', response.status),
-        ]);
-    }), catchError((error) => from([
-        runInvoicingDiscountActionFailure({
-            error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
-                JSON.stringify(error)),
+        return of(runInvoicingDiscountActionFailure({
+            error: response.status,
             id,
-        }),
-        ...snackbar('failed'),
-    ])));
+        }));
+    }), catchError((error) => of(runInvoicingDiscountActionFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
+            JSON.stringify(error)),
+        id,
+    }))));
 }));

package/lib/esm/view/invoicing/dunningAction/dunningActionEpic.js

@@ -1,32 +1,10 @@
-import { from } from 'rxjs';
+import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingDunningCases } from '../../../entity/invoicing/dunningCase/dunningCaseReducer';
-import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiError';
-import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
-import { createZeniAPIStatus, isSuccessResponse, } from '../../../responsePayload';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { runInvoicingDunningAction, runInvoicingDunningActionFailure, runInvoicingDunningActionSuccess, } from './dunningActionReducer';
-/**
- * Snackbar copy is per action kind; anything not listed here runs without one.
- */
-const SNACKBAR_SECTION_BY_KIND = {
-    cancel: 'invoicing_dunning_cancel',
-    resolve: 'invoicing_dunning_case_resolved',
-    retry: 'invoicing_dunning_retry',
-};
 export const runInvoicingDunningActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingDunningAction.match), mergeMap((action) => {
     const { action: kind, body, id } = action.payload;
-    const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
-    /** `status` surfaces the platform's error text; omit it to keep the generic copy. */
-    const snackbar = (messageText, status) => snackbarSection == null
-        ? []
-        : [
-            openSnackbar({
-                messageSection: snackbarSection,
-                messageText,
-                type: messageText === 'success' ? 'success' : 'error',
-                variables: apiErrorSnackbarVariables(status),
-            }),
-        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/dunning/${encodeURIComponent(id)}/${kind}`;
     return zeniAPI
         .postAndGetJSON(apiUrl, (body ?? {}))
@@ -35,22 +13,15 @@ export const runInvoicingDunningActionEpic = (actions$, _state$, zeniAPI) => act
             return [
                 updateInvoicingDunningCases([response.data], 'merge'),
                 runInvoicingDunningActionSuccess({ id }),
-                ...snackbar('success'),
             ];
         }
-        return from([
-            runInvoicingDunningActionFailure({
-                error: response.status,
-                id,
-            }),
-            ...snackbar('failed', response.status),
-        ]);
-    }), catchError((error) => from([
-        runInvoicingDunningActionFailure({
-            error: createZeniAPIStatus('Unexpected Error', 'Dunning action REST API call errored out ' +
-                JSON.stringify(error)),
+        return of(runInvoicingDunningActionFailure({
+            error: response.status,
             id,
-        }),
-        ...snackbar('failed'),
-    ])));
+        }));
+    }), catchError((error) => of(runInvoicingDunningActionFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Dunning action REST API call errored out ' +
+            JSON.stringify(error)),
+        id,
+    }))));
 }));

package/lib/esm/view/invoicing/editInvoicingCatalogItemDetailView/catalogDetailEditPayload.js

@@ -116,21 +116,17 @@ export const catalogDetailEditValuesToSavePayload = (values, itemType = 'plan',
 export const createSubFamilyFormToPayload = (itemId, itemType, values) => {
     const name = values.name.trim();
     const priceCode = trimOrUndefined(values.priceCode) ?? toProductCode(name);
-    const tiered = isTieredCatalogPricingModel(values.pricingModel);
     const payload = {
         currency_code: 'USD',
         free_quantity: Number(values.freeQuantity) || 0,
         is_taxable: true,
         item_id: itemId,
         name,
-        price: tiered ? 0 : (values.priceDollars?.amount ?? 0),
+        price: values.priceDollars?.amount ?? 0,
         price_code: priceCode,
         pricing_model: values.pricingModel || 'flat_fee',
         show_description_in_invoices: true,
     };
-    if (tiered) {
-        payload.tiers = (values.tiers ?? []).map(tierToPayload);
-    }
     const description = trimOrUndefined(values.description);
     if (description != null) {
         payload.description = description;

package/lib/esm/view/invoicing/editInvoicingCatalogItemDetailView/editInvoicingCatalogItemDetailViewPayload.js

@@ -80,8 +80,6 @@ const buildSubFamilyPayload = (localData, subFamily, clearEmptyValues) => {
     }
     return payload;
 };
-/** `unit` is the item's unit of measure, not a currency; `CURRENCY_CODE` above prices sub-families. */
-const DEFAULT_CATALOG_ITEM_UNIT = 'USD';
 /**
  * Build the parent catalog-item request body from the form draft. Creates omit
  * both parent and sub-family IDs; edits retain returned sub-family IDs.
@@ -103,9 +101,10 @@ export const localDataToSaveInvoicingCatalogItemPayload = (localData, isCreate)
     if (description != null) {
         itemPayload.description = description;
     }
-    // The form no longer collects a unit; an item that already has one keeps it.
-    itemPayload.unit =
-        trimOrUndefined(localData.unit) ?? DEFAULT_CATALOG_ITEM_UNIT;
+    const unit = trimOrUndefined(localData.unit);
+    if (unit != null) {
+        itemPayload.unit = unit;
+    }
     if (localData.itemApplicability === 'restricted' &&
         localData.applicableItems.length > 0) {
         itemPayload.applicable_items = localData.applicableItems;