@zeniai/client-epic-state 5.2.66 → 5.2.68

package/lib/esm/index.js

@@ -188,7 +188,7 @@ import { toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, } from
 import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helpers/newScheduleLocalDataHelper';
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
-import { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
+import { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatchingMatch, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState, } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview, } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeOneTimeAccrualLocalData, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess, } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -200,7 +200,7 @@ import { getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatemen
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
-import { MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, ALL_ACTUAL_MATCHING_IGNORE_REASONS, actualMatchingTransactionLineKey, toActualMatchingIgnoreReasonType, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toActualMatchingStatusFilter as toExpenseAutomationActualMatchingStatusFilter, toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
+import { ALL_ACTUAL_MATCHING_IGNORE_REASONS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, actualMatchingTransactionLineKey, toActualMatchingIgnoreReasonType, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toActualMatchingStatusFilter as toExpenseAutomationActualMatchingStatusFilter, toMatchAndReverseResultStatus, toUndoReversalResultStatus, } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab, } from './view/expenseAutomationView/types/completedSubTab';
 import { ALL_JE_PAGE_TABS, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab, } from './view/expenseAutomationView/types/jeSchedulesViewState';
 import { BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toMatchSource, toMissingReceiptsTab, } from './view/expenseAutomationView/types/missingReceiptsViewState';
@@ -360,7 +360,7 @@ import { clearAiCardCreationFormDraft, fetchDepositAccountListForCards, fetchIss
 import { getAiCardCreationFormDraft, getInFlightIssueChargeCardsCount, getIssueChargeCardView, getIssueChargeCardsSaveStatus, getLastIssueChargeCardsSourceChatSessionId, getLastIssuedChargeCardIds, selectIssueChargeCardLocalDataFromDraft, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
 import { toIssueChargeCardLocalDataFromDraft } from './view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft';
 import { parseUploadedKybDocument, parseUploadedKycDocument, } from './view/spendManagement/commonSetup/kycKybAutofillActions';
-import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearSetupViewDataInLocalStore, enableSetup, clearKycKybResetStatus, resetKycKyb, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
+import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearKycKybResetStatus, clearSetupViewDataInLocalStore, enableSetup, resetKycKyb, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
 import { getBusinessVerificationDetails, getCommonSetupViewDetails, } from './view/spendManagement/commonSetup/setupViewSelector';
 import { 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, } from './view/spendManagement/commonSetup/types/businessVerification';
 import { checkIfLowBalance, getBillListUniqueType, getBulkOperationSuffix, getRemiListUniqueType, getSelectedCompanyOfficer, getSpendManagementEffectiveListPeriod, isAwaitingMarkAsPaid, isBulkProcessing, isPaymentMethodOutsideZeni, isVerifiedPaymentAccountProviderStatusCode, isVerifiedStatusCode, showBillPayPromoPage, showReimbursementPromoPage, toAccountsPromoConfig, toSameDayAchDisablementConfig, } from './view/spendManagement/helpers';

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

@@ -6,7 +6,8 @@ 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 { invalidateInvoicingCustomerDetail } from '../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';
+import { addInvoiceToList, invalidateInvoiceListForCustomer, } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess, } from './createInvoiceReducer';
 export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createInvoice.match), mergeMap((action) => {
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/invoices`;
@@ -23,6 +24,13 @@ export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(f
                     id: response.data.id,
                     status: response.data.status,
                 }),
+                // The customer's page caches their invoices and totals.
+                invalidateInvoicingCustomerDetail({
+                    id: response.data.customer_id,
+                }),
+                invalidateInvoiceListForCustomer({
+                    customerId: response.data.customer_id,
+                }),
                 createInvoiceSuccess({ invoiceId: response.data.id }),
                 openSnackbar({
                     messageSection: 'invoicing_invoice_saved',

package/lib/esm/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer.js

@@ -95,6 +95,10 @@ const editInvoicingCustomerDetailView = createSlice({
                 error: undefined,
             };
         },
+        // Makes the page epic refetch a record that changed server-side (e.g. a new subscription).
+        invalidateInvoicingCustomerDetail(draft, action) {
+            delete draft.recordStateById[action.payload.id];
+        },
         fetchInvoicingCustomerDetail(draft, action) {
             draft.recordStateById[action.payload.id] = {
                 fetchState: 'In-Progress',
@@ -198,5 +202,5 @@ const editInvoicingCustomerDetailView = createSlice({
         });
     },
 });
-export const { fetchInvoicingPaymentLinkEmailPreview, fetchInvoicingPaymentLinkEmailPreviewPage, updateInvoicingPaymentLinkEmailPreview, updateInvoicingPaymentLinkEmailPreviewFailure, addPromotionalCreditsFailure, addPromotionalCreditsSuccess, fetchInvoicingCustomerDetail, fetchInvoicingCustomerDetailPage, seedInvoicingCustomerFormDraft, updateInvoicingCustomerDetail, resetPromotionalCreditAction, submitAddPromotionalCredits, updateInvoicingCustomerDetailFailure, updateInvoicingCustomerFormDraft, submitInvoicingCustomerForm, submitInvoicingCustomerFormSuccess, submitInvoicingCustomerFormFailure, resetEditInvoicingCustomerDetailView, initializeInvoicingCustomerAddress, claimInvoicingCustomerBillingAddress, } = editInvoicingCustomerDetailView.actions;
+export const { fetchInvoicingPaymentLinkEmailPreview, fetchInvoicingPaymentLinkEmailPreviewPage, updateInvoicingPaymentLinkEmailPreview, updateInvoicingPaymentLinkEmailPreviewFailure, addPromotionalCreditsFailure, addPromotionalCreditsSuccess, fetchInvoicingCustomerDetail, fetchInvoicingCustomerDetailPage, invalidateInvoicingCustomerDetail, seedInvoicingCustomerFormDraft, updateInvoicingCustomerDetail, resetPromotionalCreditAction, submitAddPromotionalCredits, updateInvoicingCustomerDetailFailure, updateInvoicingCustomerFormDraft, submitInvoicingCustomerForm, submitInvoicingCustomerFormSuccess, submitInvoicingCustomerFormFailure, resetEditInvoicingCustomerDetailView, initializeInvoicingCustomerAddress, claimInvoicingCustomerBillingAddress, } = editInvoicingCustomerDetailView.actions;
 export default editInvoicingCustomerDetailView.reducer;

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js

@@ -7,6 +7,8 @@ import { apiErrorSnackbarVariables } from '../../../entity/snackbar/snackbarApiE
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { resetNewAddressDataInLocalStore } from '../../addressView/addressViewReducer';
+import { invalidateInvoicingCustomerDetail } from '../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';
+import { invalidateInvoiceListForCustomer } from '../invoiceList/invoiceListReducer';
 import { addInvoicingSubscriptionToList } from '../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer';
 import { localDataToSaveInvoicingSubscriptionPayload, } from './editInvoicingSubscriptionDetailViewPayload';
 import { submitInvoicingSubscriptionForm, submitInvoicingSubscriptionFormFailure, submitInvoicingSubscriptionFormSuccess, syncInvoicingSubscriptionCoupons, } from './editInvoicingSubscriptionDetailViewReducer';
@@ -86,7 +88,9 @@ export const saveInvoicingSubscriptionEpic = (actions$, state$, zeniAPI) => acti
             resultActions.push(addInvoicingSubscriptionToList({
                 id: saved.id,
                 status: saved.status,
-            }));
+            }), 
+            // The service may bill the first invoice on create.
+            invalidateInvoicingCustomerDetail({ id: saved.customer_id }), invalidateInvoiceListForCustomer({ customerId: saved.customer_id }));
         }
         resultActions.push(openSnackbar({
             messageSection: 'invoicing_subscription_saved',

package/lib/esm/view/invoicing/invoiceList/invoiceListReducer.js

@@ -124,6 +124,13 @@ const invoiceList = createSlice({
             draft.kpisFetchState.fetchState = 'Error';
             draft.kpisFetchState.error = action.payload;
         },
+        // Counts are fetched under the same customer filter, so they go stale with the tabs.
+        invalidateInvoiceListForCustomer(draft, action) {
+            if (draft.filters.customerId === action.payload.customerId) {
+                draft.invoiceByTab = makeInvoiceByTab();
+                draft.countsFetchState = { fetchState: 'Not-Started', error: undefined };
+            }
+        },
         updateInvoiceListFilters(draft, action) {
             draft.filters = action.payload;
         },
@@ -166,5 +173,5 @@ const invoiceList = createSlice({
         });
     },
 });
-export const { fetchInvoiceList, fetchInvoiceListPage, updateInvoiceList, updateInvoiceListFailure, fetchInvoiceCounts, updateInvoiceCounts, updateInvoiceCountsFailure, fetchInvoiceKPIs, updateInvoiceKPIs, updateInvoiceKPIsFailure, updateInvoiceListFilters, setInvoiceActiveTab, addInvoiceToList, } = invoiceList.actions;
+export const { fetchInvoiceList, fetchInvoiceListPage, updateInvoiceList, updateInvoiceListFailure, fetchInvoiceCounts, updateInvoiceCounts, updateInvoiceCountsFailure, fetchInvoiceKPIs, updateInvoiceKPIs, updateInvoiceKPIsFailure, updateInvoiceListFilters, setInvoiceActiveTab, addInvoiceToList, invalidateInvoiceListForCustomer, } = invoiceList.actions;
 export default invoiceList.reducer;

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

@@ -16,7 +16,7 @@ import { toBusinessVerificationCompanyDataPayload, toBusinessVerificationOfficer
 import { updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewFailure, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewSuccess, } from '../../onboardingCustomerViewReducer';
 import { getOnboardingCustomerView } from '../../onboardingCustomerViewSelector';
 export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateOnboardingCustomerView.match), mergeMap((action) => {
-    const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
+    const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, businessProfile, } = action.payload;
     const { onboardingCustomerViewState } = state$.value;
     const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
     const companyLocalData = companyDetails.localData;
@@ -28,12 +28,17 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
     }
     const { newAddressState } = state$.value.addressViewState;
     let payload = {};
+    const isSetupBillingSave = isBillingAddressUpdate === true || businessProfile != null;
     if (companyLocalData != null) {
-        if (isBillingAddressUpdate === true &&
-            newAddressState?.subscription_billing_address.addressToCreate != null) {
-            payload = prepareEditBillingAddressPayload(companyLocalData, newAddressState.subscription_billing_address.addressToCreate);
-        }
         const companyView = getCompanyView(state$.value, companyId, []);
+        const billingAddressToCreate = isBillingAddressUpdate === true
+            ? newAddressState?.subscription_billing_address.addressToCreate
+            : undefined;
+        if (billingAddressToCreate != null || businessProfile != null) {
+            payload = prepareEditBillingAddressPayload(companyLocalData, billingAddressToCreate, businessProfile != null
+                ? toBusinessProfilePayload(businessProfile, companyView?.company.company.incInfo)
+                : {});
+        }
         const companyAddressToCreate = newAddressState?.company_address?.addressToCreate;
         const registeredAddressToCreate = newAddressState?.company_registered_address?.addressToCreate;
         const addressType = officerType
@@ -56,7 +61,7 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
         // different payloads — currentSubStep is the source of truth here.
         const isOfficerSave = currentStep === 'verification' &&
             currentSubStep === 'company_officer';
-        if (isBillingAddressUpdate === false) {
+        if (isBillingAddressUpdate === false && businessProfile == null) {
             if (isOfficerSave) {
                 payload = {
                     company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
@@ -70,7 +75,7 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
                 };
             }
         }
-        const section = isBillingAddressUpdate === true
+        const section = isSetupBillingSave
             ? 'setup_billing'
             : isOfficerSave
                 ? 'company_officer'
@@ -90,7 +95,7 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
             },
         };
         let messageSection;
-        if (isBillingAddressUpdate === true) {
+        if (isSetupBillingSave) {
             messageSection = messageSectionMapper[section].save;
         }
         else if (sendForVerification === true) {
@@ -173,13 +178,28 @@ const toBusinessVerificationMinimalCompanyDataPayload = (companyLocalData) => {
     }
     return company;
 };
-const prepareEditBillingAddressPayload = (companyDetailsLocalData, address) => {
+const toBusinessProfilePayload = (businessProfile, persistedIncInfo) => {
+    const isIndustryTypeChanged = businessProfile.companyIndustryType !==
+        persistedIncInfo?.companyIndustryType;
+    return {
+        company_business_model: businessProfile.companyBusinessModel,
+        company_industry_type: businessProfile.companyIndustryType,
+        // A sub-industry kept from the old industry would fail the backend subtype check on the next KYB save.
+        ...(isIndustryTypeChanged &&
+            persistedIncInfo?.companySubIndustry != null && {
+            company_industry_sub_type: null,
+        }),
+    };
+};
+const prepareEditBillingAddressPayload = (companyDetailsLocalData, address, businessProfilePayload) => {
     const { syncToken } = companyDetailsLocalData;
-    const addressPayload = toAddressUpdatableInfoPayload(address);
     return {
         company: {
             sync_token: syncToken,
-            subscription_billing_address: addressPayload,
+            ...(address != null && {
+                subscription_billing_address: toAddressUpdatableInfoPayload(address),
+            }),
+            ...businessProfilePayload,
         },
     };
 };

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js

@@ -523,7 +523,7 @@ const onboardingCustomerView = createSlice({
             reducer(draft) {
                 draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
             },
-            prepare(companyId, sendForVerification, reCalculateCurrentStep, isBillingAddressUpdate, officerType) {
+            prepare(companyId, sendForVerification, reCalculateCurrentStep, isBillingAddressUpdate, officerType, businessProfile) {
                 return {
                     payload: {
                         companyId,
@@ -531,6 +531,7 @@ const onboardingCustomerView = createSlice({
                         reCalculateCurrentStep,
                         isBillingAddressUpdate,
                         officerType,
+                        businessProfile,
                     },
                 };
             },

package/lib/index.d.ts

@@ -310,7 +310,7 @@ import { computeNewScheduleJeDetails } from './view/expenseAutomationView/helper
 import { isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardCreditType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType } from './view/expenseAutomationView/helpers/reconciliationHelpers';
 import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount } from './view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
 import { UploadStatementDocumentAIPayload, UploadStatementDocumentAIResponse } from './view/expenseAutomationView/payload/reconciliationPayload';
-import { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingMatch, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
+import { ackCloseMatchAfterIgnore, ackCloseMatchAfterUndo, clearActualMatchingView as clearExpenseAutomationActualMatchingView, clearMatchNewModal, closeMatchNewModal, fetchActualMatchingMatch, fetchActualMatching as fetchExpenseAutomationActualMatching, fetchActualMatchingPage as fetchExpenseAutomationActualMatchingPage, ignoreActualMatchingSuggestion, matchAndReverseAccruals, openMatchNewModal, searchMatchAccruals, searchMatchTransactions, undoReversalAccruals, updateActualMatchingUIState as updateExpenseAutomationActualMatchingUIState } from './view/expenseAutomationView/reducers/actualMatchingViewReducer';
 import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFluxAnalysisView, updateFluxAnalysisViewPageMetaData, updateFluxAnalysisViewUIState, updateOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview } from './view/expenseAutomationView/reducers/fluxAnalysisViewReducer';
 import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearSearchTransactionsForNewSchedule as clearJeSearchTransactionsForNewSchedule, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, fetchOneTimeAccrual, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, ignoreOneTimeAccrual, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeNewSchedule as initializeJeNewSchedule, initializeJeScheduleLocalData, promoteOneTimeAccrual, removeJeOneTimeAccrualLocalData, removeJeScheduleTransactionKey, resetNewScheduleLocalData as resetJeNewScheduleLocalData, retryJeSchedule as retryExpenseAutomationJESchedule, revertJeSchedule, revertOneTimeAccrual, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, saveNewSchedule as saveJeNewSchedule, saveNewScheduleFailure as saveJeNewScheduleFailure, saveNewScheduleSuccess as saveJeNewScheduleSuccess, searchTransactionsForNewSchedule as searchJeTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure as searchJeTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess as searchJeTransactionsForNewScheduleSuccess, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJEScheduleTypeFilter, updateNewScheduleLocalData as updateJeNewScheduleLocalData, updateJeOneTimeAccrualLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
 import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearBulkUploadBatchDetailsForScopeChange, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markBatchDetailRefreshAttempted, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, refreshBatchDetailsForBatchId, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
@@ -334,7 +334,7 @@ import { getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatemen
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters } from './view/expenseAutomationView/transactionFilterTypes';
-import { ActualMatchingTransactionSearchResult, ActualMatchingSortKey as ExpenseAutomationActualMatchingSortKey, ActualMatchingStatusFilter as ExpenseAutomationActualMatchingStatusFilter, ActualMatchingViewUIState as ExpenseAutomationActualMatchingViewUIState, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, IgnoreActualMatchingSuggestionParams, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, toActualMatchingIgnoreReasonType, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toActualMatchingStatusFilter as toExpenseAutomationActualMatchingStatusFilter, toMatchAndReverseResultStatus, toUndoReversalResultStatus } from './view/expenseAutomationView/types/actualMatchingViewState';
+import { ALL_ACTUAL_MATCHING_IGNORE_REASONS, ActualMatchingIgnoreReasonType, ActualMatchingTransactionSearchResult, ActualMatchingSortKey as ExpenseAutomationActualMatchingSortKey, ActualMatchingStatusFilter as ExpenseAutomationActualMatchingStatusFilter, ActualMatchingViewUIState as ExpenseAutomationActualMatchingViewUIState, IgnoreActualMatchingSuggestionParams, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, MatchAndReverseAccrualsParams, MatchAndReverseResult, MatchAndReverseResultStatus, UndoReversalAccrualsParams, UndoReversalResult, UndoReversalResultStatus, actualMatchingTransactionLineKey, toActualMatchingIgnoreReasonType, toActualMatchingSortKey as toExpenseAutomationActualMatchingSortKey, toActualMatchingStatusFilter as toExpenseAutomationActualMatchingStatusFilter, toMatchAndReverseResultStatus, toUndoReversalResultStatus } from './view/expenseAutomationView/types/actualMatchingViewState';
 import { CompletedSubTab, DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab } from './view/expenseAutomationView/types/completedSubTab';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSectionType, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { ALL_JE_PAGE_TABS, AccountSettingsLocalData, JEScheduleSortKey as ExpenseAutomationJEScheduleSortKey, JESchedulesViewUIState as ExpenseAutomationJESchedulesViewUIState, JEPageTab, JEScheduleLocalData, NewJeDetailLocalData, NewJeScheduleState, NewOneTimeAccrualLocalData, NewScheduleLocalData, NewScheduleLocalDataFixedAssets, SearchTransactionsState, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey, toJEPageTab } from './view/expenseAutomationView/types/jeSchedulesViewState';
@@ -393,7 +393,7 @@ import { OnboardingCustomerListUIState, QBOConnectionPool } from './view/onboard
 import { CustomerCreationStatus, NewOnboardingCustomer, OnboardingCompanyDetails, OnboardingCustomer, OnboardingCustomerCompletedStatus, ProductGroupType, ProductType, toProductType, toProductTypeStrict } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
 import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
 import { OnboardingCustomerView, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
-import { ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep, toOnboardingStepType, toOnboardingSubStepType } from './view/onboardingView/customerView/onboardingCustomerViewState';
+import { ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, OnboardingBusinessProfileUpdate, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep, toOnboardingStepType, toOnboardingSubStepType } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState } from './view/opEx/opExSelector';
 import { OpExReport, OpExUIStateSelectorView } from './view/opEx/opExSelectorTypes';
@@ -550,7 +550,7 @@ import { toIssueChargeCardLocalDataFromDraft } from './view/spendManagement/char
 import { CommonHistoryView, HistoricEvent, HistoricEventUpdate } from './view/spendManagement/commonHistoryView/commonHistory';
 import { ActivityHistorySelectorView } from './view/spendManagement/commonHistoryView/commonHistorySelector';
 import { parseUploadedKybDocument, parseUploadedKycDocument } from './view/spendManagement/commonSetup/kycKybAutofillActions';
-import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearSetupViewDataInLocalStore, enableSetup, clearKycKybResetStatus, resetKycKyb, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
+import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearKycKybResetStatus, clearSetupViewDataInLocalStore, enableSetup, resetKycKyb, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
 import { 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, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
@@ -935,7 +935,7 @@ export { CountryWithCurrency };
 export { fetchCompanyConfig };
 export { getCompanyConfig };
 export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
-export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingSubStep, ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingStepType, toOnboardingSubStepType, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, };
+export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingSubStep, ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingStepType, toOnboardingSubStepType, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, OnboardingBusinessProfileUpdate, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, };
 export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, AccountMappingLocalData, AccountMappingView, VendorAccountMappingView, getAccountMappingView, initializeAccountMappingView, ExpenseCategory1099Filing, };
 export { MagicLinkView, getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
 export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };

package/lib/index.js

@@ -869,8 +869,8 @@ Object.defineProperty(exports, "ackCloseMatchAfterUndo", { enumerable: true, get
 Object.defineProperty(exports, "clearExpenseAutomationActualMatchingView", { enumerable: true, get: function () { return actualMatchingViewReducer_1.clearActualMatchingView; } });
 Object.defineProperty(exports, "clearMatchNewModal", { enumerable: true, get: function () { return actualMatchingViewReducer_1.clearMatchNewModal; } });
 Object.defineProperty(exports, "closeMatchNewModal", { enumerable: true, get: function () { return actualMatchingViewReducer_1.closeMatchNewModal; } });
-Object.defineProperty(exports, "fetchExpenseAutomationActualMatching", { enumerable: true, get: function () { return actualMatchingViewReducer_1.fetchActualMatching; } });
 Object.defineProperty(exports, "fetchActualMatchingMatch", { enumerable: true, get: function () { return actualMatchingViewReducer_1.fetchActualMatchingMatch; } });
+Object.defineProperty(exports, "fetchExpenseAutomationActualMatching", { enumerable: true, get: function () { return actualMatchingViewReducer_1.fetchActualMatching; } });
 Object.defineProperty(exports, "fetchExpenseAutomationActualMatchingPage", { enumerable: true, get: function () { return actualMatchingViewReducer_1.fetchActualMatchingPage; } });
 Object.defineProperty(exports, "ignoreActualMatchingSuggestion", { enumerable: true, get: function () { return actualMatchingViewReducer_1.ignoreActualMatchingSuggestion; } });
 Object.defineProperty(exports, "matchAndReverseAccruals", { enumerable: true, get: function () { return actualMatchingViewReducer_1.matchAndReverseAccruals; } });
@@ -1059,10 +1059,10 @@ Object.defineProperty(exports, "applyTransactionFilters", { enumerable: true, ge
 const transactionFilterTypes_1 = require("./view/expenseAutomationView/transactionFilterTypes");
 Object.defineProperty(exports, "TRANSACTION_FILTER_CATEGORIES", { enumerable: true, get: function () { return transactionFilterTypes_1.TRANSACTION_FILTER_CATEGORIES; } });
 const actualMatchingViewState_1 = require("./view/expenseAutomationView/types/actualMatchingViewState");
+Object.defineProperty(exports, "ALL_ACTUAL_MATCHING_IGNORE_REASONS", { enumerable: true, get: function () { return actualMatchingViewState_1.ALL_ACTUAL_MATCHING_IGNORE_REASONS; } });
 Object.defineProperty(exports, "MATCH_ACCRUAL_SEARCH_LIMIT", { enumerable: true, get: function () { return actualMatchingViewState_1.MATCH_ACCRUAL_SEARCH_LIMIT; } });
 Object.defineProperty(exports, "MATCH_SEARCH_DEBOUNCE_MS", { enumerable: true, get: function () { return actualMatchingViewState_1.MATCH_SEARCH_DEBOUNCE_MS; } });
 Object.defineProperty(exports, "MATCH_TRANSACTION_SEARCH_PAGE_SIZE", { enumerable: true, get: function () { return actualMatchingViewState_1.MATCH_TRANSACTION_SEARCH_PAGE_SIZE; } });
-Object.defineProperty(exports, "ALL_ACTUAL_MATCHING_IGNORE_REASONS", { enumerable: true, get: function () { return actualMatchingViewState_1.ALL_ACTUAL_MATCHING_IGNORE_REASONS; } });
 Object.defineProperty(exports, "actualMatchingTransactionLineKey", { enumerable: true, get: function () { return actualMatchingViewState_1.actualMatchingTransactionLineKey; } });
 Object.defineProperty(exports, "toActualMatchingIgnoreReasonType", { enumerable: true, get: function () { return actualMatchingViewState_1.toActualMatchingIgnoreReasonType; } });
 Object.defineProperty(exports, "toExpenseAutomationActualMatchingSortKey", { enumerable: true, get: function () { return actualMatchingViewState_1.toActualMatchingSortKey; } });
@@ -1897,9 +1897,9 @@ const setupViewReducer_1 = require("./view/spendManagement/commonSetup/setupView
 Object.defineProperty(exports, "applyKybDocumentAutofillForSetup", { enumerable: true, get: function () { return setupViewReducer_1.applyKybDocumentAutofillForSetup; } });
 Object.defineProperty(exports, "applyKycDocumentAutofillForSetup", { enumerable: true, get: function () { return setupViewReducer_1.applyKycDocumentAutofillForSetup; } });
 Object.defineProperty(exports, "clearKycKybAutofillForSetup", { enumerable: true, get: function () { return setupViewReducer_1.clearKycKybAutofillForSetup; } });
+Object.defineProperty(exports, "clearKycKybResetStatus", { enumerable: true, get: function () { return setupViewReducer_1.clearKycKybResetStatus; } });
 Object.defineProperty(exports, "clearSetupViewDataInLocalStore", { enumerable: true, get: function () { return setupViewReducer_1.clearSetupViewDataInLocalStore; } });
 Object.defineProperty(exports, "enableSetup", { enumerable: true, get: function () { return setupViewReducer_1.enableSetup; } });
-Object.defineProperty(exports, "clearKycKybResetStatus", { enumerable: true, get: function () { return setupViewReducer_1.clearKycKybResetStatus; } });
 Object.defineProperty(exports, "resetKycKyb", { enumerable: true, get: function () { return setupViewReducer_1.resetKycKyb; } });
 Object.defineProperty(exports, "saveCompnayOfficerAdditionalDocumentsInLocalStore", { enumerable: true, get: function () { return setupViewReducer_1.saveCompnayOfficerAdditionalDocumentsInLocalStore; } });
 Object.defineProperty(exports, "saveCompnayOfficerPhoneInLocalStore", { enumerable: true, get: function () { return setupViewReducer_1.saveCompnayOfficerPhoneInLocalStore; } });

package/lib/view/invoicing/createInvoice/createInvoiceEpic.d.ts

@@ -5,7 +5,8 @@ import { updateInvoices } from '../../../entity/invoicing/invoice/invoiceReducer
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { RootState } from '../../../rootStateTypes';
 import { ZeniAPI } from '../../../zeniAPI';
-import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
+import { invalidateInvoicingCustomerDetail } from '../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';
+import { addInvoiceToList, invalidateInvoiceListForCustomer } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess } from './createInvoiceReducer';
-export type ActionType = ReturnType<typeof createInvoice> | ReturnType<typeof createInvoiceSuccess> | ReturnType<typeof createInvoiceFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoices> | ReturnType<typeof addInvoiceToList> | ReturnType<typeof openSnackbar>;
+export type ActionType = ReturnType<typeof createInvoice> | ReturnType<typeof createInvoiceSuccess> | ReturnType<typeof createInvoiceFailure> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoices> | ReturnType<typeof addInvoiceToList> | ReturnType<typeof invalidateInvoicingCustomerDetail> | ReturnType<typeof invalidateInvoiceListForCustomer> | ReturnType<typeof openSnackbar>;
 export declare const createInvoiceEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -9,6 +9,7 @@ const invoiceReducer_1 = require("../../../entity/invoicing/invoice/invoiceReduc
 const snackbarApiError_1 = require("../../../entity/snackbar/snackbarApiError");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
+const editInvoicingCustomerDetailViewReducer_1 = require("../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer");
 const invoiceListReducer_1 = require("../invoiceList/invoiceListReducer");
 const createInvoiceReducer_1 = require("./createInvoiceReducer");
 const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(createInvoiceReducer_1.createInvoice.match), (0, operators_1.mergeMap)((action) => {
@@ -26,6 +27,13 @@ const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, oper
                     id: response.data.id,
                     status: response.data.status,
                 }),
+                // The customer's page caches their invoices and totals.
+                (0, editInvoicingCustomerDetailViewReducer_1.invalidateInvoicingCustomerDetail)({
+                    id: response.data.customer_id,
+                }),
+                (0, invoiceListReducer_1.invalidateInvoiceListForCustomer)({
+                    customerId: response.data.customer_id,
+                }),
                 (0, createInvoiceReducer_1.createInvoiceSuccess)({ invoiceId: response.data.id }),
                 (0, snackbarReducer_1.openSnackbar)({
                     messageSection: 'invoicing_invoice_saved',

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer.d.ts

@@ -44,7 +44,9 @@ export declare const fetchInvoicingPaymentLinkEmailPreview: import("@reduxjs/too
 }], {
     cacheOverride: boolean;
     id: string;
-}, "editInvoicingCustomerDetailView/fetchInvoicingCustomerDetailPage", never, never>, seedInvoicingCustomerFormDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "editInvoicingCustomerDetailView/fetchInvoicingCustomerDetailPage", never, never>, invalidateInvoicingCustomerDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    id: ID;
+}, "editInvoicingCustomerDetailView/invalidateInvoicingCustomerDetail">, seedInvoicingCustomerFormDraft: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     id: ID;
     localData: InvoicingCustomerFormLocalData;
 }, "editInvoicingCustomerDetailView/seedInvoicingCustomerFormDraft">, updateInvoicingCustomerDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.claimInvoicingCustomerBillingAddress = exports.initializeInvoicingCustomerAddress = exports.resetEditInvoicingCustomerDetailView = exports.submitInvoicingCustomerFormFailure = exports.submitInvoicingCustomerFormSuccess = exports.submitInvoicingCustomerForm = exports.updateInvoicingCustomerFormDraft = exports.updateInvoicingCustomerDetailFailure = exports.submitAddPromotionalCredits = exports.resetPromotionalCreditAction = exports.updateInvoicingCustomerDetail = exports.seedInvoicingCustomerFormDraft = exports.fetchInvoicingCustomerDetailPage = exports.fetchInvoicingCustomerDetail = exports.addPromotionalCreditsSuccess = exports.addPromotionalCreditsFailure = exports.updateInvoicingPaymentLinkEmailPreviewFailure = exports.updateInvoicingPaymentLinkEmailPreview = exports.fetchInvoicingPaymentLinkEmailPreviewPage = exports.fetchInvoicingPaymentLinkEmailPreview = exports.initialState = void 0;
+exports.claimInvoicingCustomerBillingAddress = exports.initializeInvoicingCustomerAddress = exports.resetEditInvoicingCustomerDetailView = exports.submitInvoicingCustomerFormFailure = exports.submitInvoicingCustomerFormSuccess = exports.submitInvoicingCustomerForm = exports.updateInvoicingCustomerFormDraft = exports.updateInvoicingCustomerDetailFailure = exports.submitAddPromotionalCredits = exports.resetPromotionalCreditAction = exports.updateInvoicingCustomerDetail = exports.seedInvoicingCustomerFormDraft = exports.invalidateInvoicingCustomerDetail = exports.fetchInvoicingCustomerDetailPage = exports.fetchInvoicingCustomerDetail = exports.addPromotionalCreditsSuccess = exports.addPromotionalCreditsFailure = exports.updateInvoicingPaymentLinkEmailPreviewFailure = exports.updateInvoicingPaymentLinkEmailPreview = exports.fetchInvoicingPaymentLinkEmailPreviewPage = exports.fetchInvoicingPaymentLinkEmailPreview = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../../rootActions");
 const invoicingFormDraft_1 = require("../invoicingFormDraft");
@@ -99,6 +99,10 @@ const editInvoicingCustomerDetailView = (0, toolkit_1.createSlice)({
                 error: undefined,
             };
         },
+        // Makes the page epic refetch a record that changed server-side (e.g. a new subscription).
+        invalidateInvoicingCustomerDetail(draft, action) {
+            delete draft.recordStateById[action.payload.id];
+        },
         fetchInvoicingCustomerDetail(draft, action) {
             draft.recordStateById[action.payload.id] = {
                 fetchState: 'In-Progress',
@@ -202,5 +206,5 @@ const editInvoicingCustomerDetailView = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = editInvoicingCustomerDetailView.actions, exports.fetchInvoicingPaymentLinkEmailPreview = _a.fetchInvoicingPaymentLinkEmailPreview, exports.fetchInvoicingPaymentLinkEmailPreviewPage = _a.fetchInvoicingPaymentLinkEmailPreviewPage, exports.updateInvoicingPaymentLinkEmailPreview = _a.updateInvoicingPaymentLinkEmailPreview, exports.updateInvoicingPaymentLinkEmailPreviewFailure = _a.updateInvoicingPaymentLinkEmailPreviewFailure, exports.addPromotionalCreditsFailure = _a.addPromotionalCreditsFailure, exports.addPromotionalCreditsSuccess = _a.addPromotionalCreditsSuccess, exports.fetchInvoicingCustomerDetail = _a.fetchInvoicingCustomerDetail, exports.fetchInvoicingCustomerDetailPage = _a.fetchInvoicingCustomerDetailPage, exports.seedInvoicingCustomerFormDraft = _a.seedInvoicingCustomerFormDraft, exports.updateInvoicingCustomerDetail = _a.updateInvoicingCustomerDetail, exports.resetPromotionalCreditAction = _a.resetPromotionalCreditAction, exports.submitAddPromotionalCredits = _a.submitAddPromotionalCredits, exports.updateInvoicingCustomerDetailFailure = _a.updateInvoicingCustomerDetailFailure, exports.updateInvoicingCustomerFormDraft = _a.updateInvoicingCustomerFormDraft, exports.submitInvoicingCustomerForm = _a.submitInvoicingCustomerForm, exports.submitInvoicingCustomerFormSuccess = _a.submitInvoicingCustomerFormSuccess, exports.submitInvoicingCustomerFormFailure = _a.submitInvoicingCustomerFormFailure, exports.resetEditInvoicingCustomerDetailView = _a.resetEditInvoicingCustomerDetailView, exports.initializeInvoicingCustomerAddress = _a.initializeInvoicingCustomerAddress, exports.claimInvoicingCustomerBillingAddress = _a.claimInvoicingCustomerBillingAddress;
+_a = editInvoicingCustomerDetailView.actions, exports.fetchInvoicingPaymentLinkEmailPreview = _a.fetchInvoicingPaymentLinkEmailPreview, exports.fetchInvoicingPaymentLinkEmailPreviewPage = _a.fetchInvoicingPaymentLinkEmailPreviewPage, exports.updateInvoicingPaymentLinkEmailPreview = _a.updateInvoicingPaymentLinkEmailPreview, exports.updateInvoicingPaymentLinkEmailPreviewFailure = _a.updateInvoicingPaymentLinkEmailPreviewFailure, exports.addPromotionalCreditsFailure = _a.addPromotionalCreditsFailure, exports.addPromotionalCreditsSuccess = _a.addPromotionalCreditsSuccess, exports.fetchInvoicingCustomerDetail = _a.fetchInvoicingCustomerDetail, exports.fetchInvoicingCustomerDetailPage = _a.fetchInvoicingCustomerDetailPage, exports.invalidateInvoicingCustomerDetail = _a.invalidateInvoicingCustomerDetail, exports.seedInvoicingCustomerFormDraft = _a.seedInvoicingCustomerFormDraft, exports.updateInvoicingCustomerDetail = _a.updateInvoicingCustomerDetail, exports.resetPromotionalCreditAction = _a.resetPromotionalCreditAction, exports.submitAddPromotionalCredits = _a.submitAddPromotionalCredits, exports.updateInvoicingCustomerDetailFailure = _a.updateInvoicingCustomerDetailFailure, exports.updateInvoicingCustomerFormDraft = _a.updateInvoicingCustomerFormDraft, exports.submitInvoicingCustomerForm = _a.submitInvoicingCustomerForm, exports.submitInvoicingCustomerFormSuccess = _a.submitInvoicingCustomerFormSuccess, exports.submitInvoicingCustomerFormFailure = _a.submitInvoicingCustomerFormFailure, exports.resetEditInvoicingCustomerDetailView = _a.resetEditInvoicingCustomerDetailView, exports.initializeInvoicingCustomerAddress = _a.initializeInvoicingCustomerAddress, exports.claimInvoicingCustomerBillingAddress = _a.claimInvoicingCustomerBillingAddress;
 exports.default = editInvoicingCustomerDetailView.reducer;

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.d.ts

@@ -6,7 +6,9 @@ import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { RootState } from '../../../rootStateTypes';
 import { ZeniAPI } from '../../../zeniAPI';
 import { resetNewAddressDataInLocalStore } from '../../addressView/addressViewReducer';
+import { invalidateInvoicingCustomerDetail } from '../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';
+import { invalidateInvoiceListForCustomer } from '../invoiceList/invoiceListReducer';
 import { addInvoicingSubscriptionToList } from '../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer';
 import { submitInvoicingSubscriptionForm, submitInvoicingSubscriptionFormFailure, submitInvoicingSubscriptionFormSuccess, syncInvoicingSubscriptionCoupons } from './editInvoicingSubscriptionDetailViewReducer';
-export type ActionType = ReturnType<typeof submitInvoicingSubscriptionForm> | ReturnType<typeof submitInvoicingSubscriptionFormSuccess> | ReturnType<typeof submitInvoicingSubscriptionFormFailure> | ReturnType<typeof syncInvoicingSubscriptionCoupons> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoicingSubscriptions> | ReturnType<typeof addInvoicingSubscriptionToList> | ReturnType<typeof openSnackbar>;
+export type ActionType = ReturnType<typeof submitInvoicingSubscriptionForm> | ReturnType<typeof submitInvoicingSubscriptionFormSuccess> | ReturnType<typeof submitInvoicingSubscriptionFormFailure> | ReturnType<typeof syncInvoicingSubscriptionCoupons> | ReturnType<typeof resetNewAddressDataInLocalStore> | ReturnType<typeof updateAddresses> | ReturnType<typeof updateInvoicingSubscriptions> | ReturnType<typeof addInvoicingSubscriptionToList> | ReturnType<typeof invalidateInvoicingCustomerDetail> | ReturnType<typeof invalidateInvoiceListForCustomer> | ReturnType<typeof openSnackbar>;
 export declare const saveInvoicingSubscriptionEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js

@@ -10,6 +10,8 @@ const snackbarApiError_1 = require("../../../entity/snackbar/snackbarApiError");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const addressViewReducer_1 = require("../../addressView/addressViewReducer");
+const editInvoicingCustomerDetailViewReducer_1 = require("../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer");
+const invoiceListReducer_1 = require("../invoiceList/invoiceListReducer");
 const invoicingSubscriptionListViewReducer_1 = require("../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer");
 const editInvoicingSubscriptionDetailViewPayload_1 = require("./editInvoicingSubscriptionDetailViewPayload");
 const editInvoicingSubscriptionDetailViewReducer_1 = require("./editInvoicingSubscriptionDetailViewReducer");
@@ -89,7 +91,9 @@ const saveInvoicingSubscriptionEpic = (actions$, state$, zeniAPI) => actions$.pi
             resultActions.push((0, invoicingSubscriptionListViewReducer_1.addInvoicingSubscriptionToList)({
                 id: saved.id,
                 status: saved.status,
-            }));
+            }), 
+            // The service may bill the first invoice on create.
+            (0, editInvoicingCustomerDetailViewReducer_1.invalidateInvoicingCustomerDetail)({ id: saved.customer_id }), (0, invoiceListReducer_1.invalidateInvoiceListForCustomer)({ customerId: saved.customer_id }));
         }
         resultActions.push((0, snackbarReducer_1.openSnackbar)({
             messageSection: 'invoicing_subscription_saved',

package/lib/view/invoicing/invoiceList/invoiceListReducer.d.ts

@@ -45,6 +45,8 @@ export declare const fetchInvoiceList: import("@reduxjs/toolkit").ActionCreatorW
 }, "invoicingInvoiceList/updateInvoiceList">, updateInvoiceListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceListFailure">, fetchInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceCounts">, updateInvoiceCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingInvoiceList/updateInvoiceCounts">, updateInvoiceCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceCountsFailure">, fetchInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingInvoiceList/fetchInvoiceKPIs">, updateInvoiceKPIs: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingInvoiceKPIs, "invoicingInvoiceList/updateInvoiceKPIs">, updateInvoiceKPIsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingInvoiceList/updateInvoiceKPIsFailure">, updateInvoiceListFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoiceListFilters, "invoicingInvoiceList/updateInvoiceListFilters">, setInvoiceActiveTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"paid" | "voided" | "partially_paid" | "payment_due" | "not_paid" | "all", "invoicingInvoiceList/setInvoiceActiveTab">, addInvoiceToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     id: ID;
     status: InvoicingInvoiceStatus;
-}, "invoicingInvoiceList/addInvoiceToList">;
+}, "invoicingInvoiceList/addInvoiceToList">, invalidateInvoiceListForCustomer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    customerId: ID;
+}, "invoicingInvoiceList/invalidateInvoiceListForCustomer">;
 declare const _default: import("redux").Reducer<InvoiceListState>;
 export default _default;

package/lib/view/invoicing/invoiceList/invoiceListReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.addInvoiceToList = exports.setInvoiceActiveTab = exports.updateInvoiceListFilters = exports.updateInvoiceKPIsFailure = exports.updateInvoiceKPIs = exports.fetchInvoiceKPIs = exports.updateInvoiceCountsFailure = exports.updateInvoiceCounts = exports.fetchInvoiceCounts = exports.updateInvoiceListFailure = exports.updateInvoiceList = exports.fetchInvoiceListPage = exports.fetchInvoiceList = exports.initialState = exports.sameInvoiceListQuery = void 0;
+exports.invalidateInvoiceListForCustomer = exports.addInvoiceToList = exports.setInvoiceActiveTab = exports.updateInvoiceListFilters = exports.updateInvoiceKPIsFailure = exports.updateInvoiceKPIs = exports.fetchInvoiceKPIs = exports.updateInvoiceCountsFailure = exports.updateInvoiceCounts = exports.fetchInvoiceCounts = exports.updateInvoiceListFailure = exports.updateInvoiceList = exports.fetchInvoiceListPage = exports.fetchInvoiceList = exports.initialState = exports.sameInvoiceListQuery = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../../rootActions");
 const invoiceListState_1 = require("./invoiceListState");
@@ -129,6 +129,13 @@ const invoiceList = (0, toolkit_1.createSlice)({
             draft.kpisFetchState.fetchState = 'Error';
             draft.kpisFetchState.error = action.payload;
         },
+        // Counts are fetched under the same customer filter, so they go stale with the tabs.
+        invalidateInvoiceListForCustomer(draft, action) {
+            if (draft.filters.customerId === action.payload.customerId) {
+                draft.invoiceByTab = (0, invoiceListState_1.makeInvoiceByTab)();
+                draft.countsFetchState = { fetchState: 'Not-Started', error: undefined };
+            }
+        },
         updateInvoiceListFilters(draft, action) {
             draft.filters = action.payload;
         },
@@ -171,5 +178,5 @@ const invoiceList = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = invoiceList.actions, exports.fetchInvoiceList = _a.fetchInvoiceList, exports.fetchInvoiceListPage = _a.fetchInvoiceListPage, exports.updateInvoiceList = _a.updateInvoiceList, exports.updateInvoiceListFailure = _a.updateInvoiceListFailure, exports.fetchInvoiceCounts = _a.fetchInvoiceCounts, exports.updateInvoiceCounts = _a.updateInvoiceCounts, exports.updateInvoiceCountsFailure = _a.updateInvoiceCountsFailure, exports.fetchInvoiceKPIs = _a.fetchInvoiceKPIs, exports.updateInvoiceKPIs = _a.updateInvoiceKPIs, exports.updateInvoiceKPIsFailure = _a.updateInvoiceKPIsFailure, exports.updateInvoiceListFilters = _a.updateInvoiceListFilters, exports.setInvoiceActiveTab = _a.setInvoiceActiveTab, exports.addInvoiceToList = _a.addInvoiceToList;
+_a = invoiceList.actions, exports.fetchInvoiceList = _a.fetchInvoiceList, exports.fetchInvoiceListPage = _a.fetchInvoiceListPage, exports.updateInvoiceList = _a.updateInvoiceList, exports.updateInvoiceListFailure = _a.updateInvoiceListFailure, exports.fetchInvoiceCounts = _a.fetchInvoiceCounts, exports.updateInvoiceCounts = _a.updateInvoiceCounts, exports.updateInvoiceCountsFailure = _a.updateInvoiceCountsFailure, exports.fetchInvoiceKPIs = _a.fetchInvoiceKPIs, exports.updateInvoiceKPIs = _a.updateInvoiceKPIs, exports.updateInvoiceKPIsFailure = _a.updateInvoiceKPIsFailure, exports.updateInvoiceListFilters = _a.updateInvoiceListFilters, exports.setInvoiceActiveTab = _a.setInvoiceActiveTab, exports.addInvoiceToList = _a.addInvoiceToList, exports.invalidateInvoiceListForCustomer = _a.invalidateInvoiceListForCustomer;
 exports.default = invoiceList.reducer;

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

@@ -19,7 +19,7 @@ const updateBusinessVerificationDetailsEpic_1 = require("../../../../spendManage
 const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
 const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSelector");
 const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerView.match), (0, operators_1.mergeMap)((action) => {
-    const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
+    const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, businessProfile, } = action.payload;
     const { onboardingCustomerViewState } = state$.value;
     const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
     const companyLocalData = companyDetails.localData;
@@ -31,12 +31,17 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
     }
     const { newAddressState } = state$.value.addressViewState;
     let payload = {};
+    const isSetupBillingSave = isBillingAddressUpdate === true || businessProfile != null;
     if (companyLocalData != null) {
-        if (isBillingAddressUpdate === true &&
-            newAddressState?.subscription_billing_address.addressToCreate != null) {
-            payload = prepareEditBillingAddressPayload(companyLocalData, newAddressState.subscription_billing_address.addressToCreate);
-        }
         const companyView = (0, getCompanyView_1.getCompanyView)(state$.value, companyId, []);
+        const billingAddressToCreate = isBillingAddressUpdate === true
+            ? newAddressState?.subscription_billing_address.addressToCreate
+            : undefined;
+        if (billingAddressToCreate != null || businessProfile != null) {
+            payload = prepareEditBillingAddressPayload(companyLocalData, billingAddressToCreate, businessProfile != null
+                ? toBusinessProfilePayload(businessProfile, companyView?.company.company.incInfo)
+                : {});
+        }
         const companyAddressToCreate = newAddressState?.company_address?.addressToCreate;
         const registeredAddressToCreate = newAddressState?.company_registered_address?.addressToCreate;
         const addressType = officerType
@@ -59,7 +64,7 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
         // different payloads — currentSubStep is the source of truth here.
         const isOfficerSave = currentStep === 'verification' &&
             currentSubStep === 'company_officer';
-        if (isBillingAddressUpdate === false) {
+        if (isBillingAddressUpdate === false && businessProfile == null) {
             if (isOfficerSave) {
                 payload = {
                     company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
@@ -73,7 +78,7 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 };
             }
         }
-        const section = isBillingAddressUpdate === true
+        const section = isSetupBillingSave
             ? 'setup_billing'
             : isOfficerSave
                 ? 'company_officer'
@@ -93,7 +98,7 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
             },
         };
         let messageSection;
-        if (isBillingAddressUpdate === true) {
+        if (isSetupBillingSave) {
             messageSection = messageSectionMapper[section].save;
         }
         else if (sendForVerification === true) {
@@ -177,13 +182,28 @@ const toBusinessVerificationMinimalCompanyDataPayload = (companyLocalData) => {
     }
     return company;
 };
-const prepareEditBillingAddressPayload = (companyDetailsLocalData, address) => {
+const toBusinessProfilePayload = (businessProfile, persistedIncInfo) => {
+    const isIndustryTypeChanged = businessProfile.companyIndustryType !==
+        persistedIncInfo?.companyIndustryType;
+    return {
+        company_business_model: businessProfile.companyBusinessModel,
+        company_industry_type: businessProfile.companyIndustryType,
+        // A sub-industry kept from the old industry would fail the backend subtype check on the next KYB save.
+        ...(isIndustryTypeChanged &&
+            persistedIncInfo?.companySubIndustry != null && {
+            company_industry_sub_type: null,
+        }),
+    };
+};
+const prepareEditBillingAddressPayload = (companyDetailsLocalData, address, businessProfilePayload) => {
     const { syncToken } = companyDetailsLocalData;
-    const addressPayload = (0, addressViewPayload_1.toAddressUpdatableInfoPayload)(address);
     return {
         company: {
             sync_token: syncToken,
-            subscription_billing_address: addressPayload,
+            ...(address != null && {
+                subscription_billing_address: (0, addressViewPayload_1.toAddressUpdatableInfoPayload)(address),
+            }),
+            ...businessProfilePayload,
         },
     };
 };

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

@@ -3,7 +3,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
 import { CompanyDetailsLocalData, CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidLinkTokenType } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, OnboardingBusinessProfileUpdate, OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
 export declare const initialState: OnboardingCustomerViewState;
 export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, cacheOverride?: any, reCalculateCurrentStep?: any], {
     companyId: string;
@@ -29,12 +29,13 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
     phases: AiAgentsActivationPhase[];
 }, "onboardingCustomerView/fetchAiAgentsActivationStatusSuccess", never, never>, fetchAiAgentsActivationStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/fetchAiAgentsActivationStatusFailure", never, never>, aiAgentsActivationCountsUpdated: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: Partial<AiAgentsActivationCounts>], Partial<AiAgentsActivationCounts>, "onboardingCustomerView/aiAgentsActivationCountsUpdated", never, never>, aiAgentsActivationPhaseChanged: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: AiAgentsActivationPhase], AiAgentsActivationPhase, "onboardingCustomerView/aiAgentsActivationPhaseChanged", never, never>, updateOnboardingCustomerViewDashboardLoaded: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
     companyId: string;
-}, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoaded", never, never>, updateOnboardingCustomerViewDashboardLoadedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedSuccess">, updateOnboardingCustomerViewDashboardLoadedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_2" | "Officer_3" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
+}, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoaded", never, never>, updateOnboardingCustomerViewDashboardLoadedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedSuccess">, updateOnboardingCustomerViewDashboardLoadedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_2" | "Officer_3" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined, businessProfile?: OnboardingBusinessProfileUpdate | undefined], {
     companyId: string;
     sendForVerification: boolean;
     reCalculateCurrentStep: boolean | undefined;
     isBillingAddressUpdate: boolean | undefined;
     officerType: "Officer_1" | "Officer_2" | "Officer_3" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined;
+    businessProfile: OnboardingBusinessProfileUpdate | undefined;
 }, "onboardingCustomerView/updateOnboardingCustomerView", never, never>, updateOnboardingCustomerViewSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewSuccess">, updateOnboardingCustomerViewFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewFailure", never, never>, updateOnboardingPaymentAccountStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[verificationStatusCode: string, paymentAccountId: string, linkTokenType?: PlaidLinkTokenType | undefined], {
     verificationStatusCode: string;
     paymentAccountId: string;

package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js

@@ -528,7 +528,7 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.saveStatus = { fetchState: 'In-Progress', error: undefined };
             },
-            prepare(companyId, sendForVerification, reCalculateCurrentStep, isBillingAddressUpdate, officerType) {
+            prepare(companyId, sendForVerification, reCalculateCurrentStep, isBillingAddressUpdate, officerType, businessProfile) {
                 return {
                     payload: {
                         companyId,
@@ -536,6 +536,7 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
                         reCalculateCurrentStep,
                         isBillingAddressUpdate,
                         officerType,
+                        businessProfile,
                     },
                 };
             },

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

@@ -20,6 +20,10 @@ export type OnboardingSubStep = ReturnType<typeof toOnboardingSubStepType>;
  * Onboarding Custiner View Local Data - Intefaces
  */
 export type OnboardingCustomerViewLocalData = SetupViewLocalData;
+export interface OnboardingBusinessProfileUpdate {
+    companyBusinessModel: string;
+    companyIndustryType: string;
+}
 export interface OnboardingCustomerViewUIState {
     isCardPaymentPopupOpen: boolean;
     isQBOPopupOpen: boolean;

package/lib/view/spendManagement/commonSetup/types/businessVerification.d.ts

@@ -92,9 +92,10 @@ export interface CompanyDetailsVerificationPayload {
     source_of_funds: string;
     sync_token: string;
     tax_id: string;
+    company_business_model?: string;
     company_countries_of_operations?: string[];
     company_inc_state?: string | null;
-    company_industry_sub_type?: string;
+    company_industry_sub_type?: string | null;
     company_industry_type?: string;
     company_purpose_of_account?: CompanyPurposeOfAccountCode;
     company_purpose_of_account_desc?: string;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.66",
+  "version": "5.2.68",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",