@zeniai/client-epic-state 4.11.77 → 4.11.79

package/lib/entity/tenant/tenantReducer.js

@@ -67,7 +67,7 @@ const tenant = (0, toolkit_1.createSlice)({
                         (newTenant != null && action.payload.tenantUpdated)) {
                         // Note: If tenant data already exists, save it if the new data is the latest one.
                         // we dont want to overwrite the user related data since that has not come in the output
-                        draft.tenantsById[tenantPayload.tenant_id] = Object.assign(Object.assign({}, newTenant), { rewardsLastViewedTime: tenantInStore === null || tenantInStore === void 0 ? void 0 : tenantInStore.rewardsLastViewedTime });
+                        draft.onboardingTenantsById[tenantPayload.tenant_id] = newTenant;
                     }
                 });
             },

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

@@ -6,6 +6,8 @@ import { Company } from '../../entity/company/companyStateTypes';
 import { CompanyHealthMetric, CompanyRunway } from '../../entity/companyHealthMetric/companyHealthMetricState';
 import { CompanyHealthMetricsLocalData, CompanyHealthViewUIState, EditCompanyHealthMetrics } from './companyHealthMetricView';
 import { ZeniAPIStatus } from '../../responsePayload';
+import { Amount } from '../../commonStateTypes/amount';
+import { AllowedValueWithID } from '../../commonStateTypes/allowedValue';
 export declare const ALL_FREQUENCY_LABEL_TYPE: readonly ["Low", "Very Low", "Mid", "High", "Very High"];
 export declare const toFrequencyLabelType: (v: string) => "High" | "Low" | "Very Low" | "Mid" | "Very High";
 export declare type FrequencyLabelType = ReturnType<typeof toFrequencyLabelType>;
@@ -16,7 +18,7 @@ export declare const ALL_PRODUCT_SERVICE: readonly ["reimbursement", "billpay",
 export declare const toProductServiceKeyType: (v: string) => "reimbursement" | "accounts" | "cards" | "billpay" | "zeni_tax_plan" | "cfo_plan" | "payroll_manager_service_plan";
 export declare type ProductServiceKey = ReturnType<typeof toProductServiceKeyType>;
 export declare const ALL_HEALTH_METRIC_KEYS: readonly ["finOpsEngagementFrequency", "externalProductServiceExposure", "netPromoterScore", "customerSatisfactionScore"];
-export declare const toHealthMetricKeyType: (v: string) => "netPromoterScore" | "customerSatisfactionScore" | "finOpsEngagementFrequency" | "externalProductServiceExposure";
+export declare const toHealthMetricKeyType: (v: string) => "netPromoterScore" | "customerSatisfactionScore" | "externalProductServiceExposure" | "finOpsEngagementFrequency";
 export declare type CompanyHealthMetricsDataKey = ReturnType<typeof toHealthMetricKeyType>;
 export declare type CompanyHealthMetricDropDownOption = {
     label: FrequencyLabelType;
@@ -39,6 +41,8 @@ export interface CompanyDetailWithHealthMetric extends Company {
     companyHealthMetric: CompanyHealthMetric;
     controllers: User[];
     noOfProductVerticalsEnabled: number;
+    companyGroup?: AllowedValueWithID[];
+    monthlyRecurringRevenue?: Amount;
 }
 export interface ProductServices {
     productServiceKey: ProductServiceKey;

package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -13,6 +13,9 @@ const companyHealthMetricSelector_1 = require("../../entity/companyHealthMetric/
 const userSelector_1 = require("../../entity/user/userSelector");
 const cockpitHelpers_1 = require("../companyView/helpers/cockpitHelpers");
 const companyHelper_1 = require("../../entity/company/companyHelper");
+const companyManagementViewSelector_1 = require("../companyView/selector/companyManagementViewSelector");
+const MAX_FREQUENCY_VALUE = 5;
+const DEFAULT_DATE = (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z');
 exports.ALL_FREQUENCY_LABEL_TYPE = [
     'Low',
     'Very Low',
@@ -68,12 +71,13 @@ exports.companyHealthMetricDropDownOptions = [
 ];
 const getCompanyHealthMetricView = (state) => {
     const { companyViewState, companyHealthMetricViewState, companyHealthMetricState, companyState, userState, } = state;
+    const managementView = (0, companyManagementViewSelector_1.getCompanyManagementView)(state);
     const { companyIds, companyHealthMetricUpdateStatusById, uiState, selectedCompanyId, } = companyHealthMetricViewState;
     const { sortKey, sortOrder, filterText, filters } = uiState;
     const companies = (0, companySelector_1.getCompanyByCompanyIds)(companyState, companyIds).map((company) => company.company);
     let selectedCompanyDetail = undefined;
     const companiesHealthMetrics = (0, companyHealthMetricSelector_1.getCompanyHealthMetricByCompanyIds)(companyHealthMetricState, companyIds);
-    let companyDetailWithHealthMetric = combineCompanyDetails(companies, companiesHealthMetrics, userState);
+    let companyDetailWithHealthMetric = combineCompanyDetails(companies, companiesHealthMetrics, userState, managementView);
     if (selectedCompanyId != null) {
         selectedCompanyDetail = companyDetailWithHealthMetric.find((company) => company.companyInfo.companyId === selectedCompanyId);
     }
@@ -102,11 +106,18 @@ const getCompanyHealthMetricView = (state) => {
     };
 };
 exports.getCompanyHealthMetricView = getCompanyHealthMetricView;
-const combineCompanyDetails = (companies, companiesHeathMetrics, userState) => {
-    const map = new Map();
+const combineCompanyDetails = (companies, companiesHeathMetrics, userState, managementView) => {
+    const companiesMap = new Map();
     companies.forEach((company) => {
+        var _a, _b;
         const controllers = (0, userSelector_1.getUsersByUserIds)(userState, company.managegmentInfo.controllerUserIds);
-        map.set(company.companyInfo.companyId, Object.assign(Object.assign({}, company), { controllers: controllers }));
+        const companyDetail = managementView.companies.find((companyDetail) => companyDetail.company.company.companyInfo.companyId ===
+            company.companyInfo.companyId);
+        companiesMap.set(company.companyInfo.companyId, Object.assign(Object.assign({}, company), { controllers }));
+        if (companyDetail != null) {
+            const companyInfo = companiesMap.get(company.companyInfo.companyId);
+            companiesMap.set(company.companyInfo.companyId, Object.assign(Object.assign({}, companyInfo), { monthlyRecurringRevenue: (_a = companyDetail.primarySubscription) === null || _a === void 0 ? void 0 : _a.summary.summary.monthlyRecurringRevenue, companyGroup: (_b = companyDetail.company.schema.companyGroup) !== null && _b !== void 0 ? _b : [] }));
+        }
     });
     companiesHeathMetrics.forEach((companyHealthMetric) => {
         let noOfProductVerticalsEnabled = 0;
@@ -115,16 +126,16 @@ const combineCompanyDetails = (companies, companiesHeathMetrics, userState) => {
                 noOfProductVerticalsEnabled++;
             }
         });
-        if (map.has(companyHealthMetric.companyId)) {
-            const company = map.get(companyHealthMetric.companyId);
-            map.set(companyHealthMetric.companyId, Object.assign(Object.assign({}, company), { companyHealthMetric,
+        if (companiesMap.has(companyHealthMetric.companyId)) {
+            const company = companiesMap.get(companyHealthMetric.companyId);
+            companiesMap.set(companyHealthMetric.companyId, Object.assign(Object.assign({}, company), { companyHealthMetric,
                 noOfProductVerticalsEnabled }));
         }
         else {
-            map.set(companyHealthMetric.companyId, Object.assign(Object.assign({}, companyHealthMetric), { noOfProductVerticalsEnabled }));
+            companiesMap.set(companyHealthMetric.companyId, Object.assign(Object.assign({}, companyHealthMetric), { noOfProductVerticalsEnabled }));
         }
     });
-    const companyWithCompanyHealthMetrics = Array.from(map.values());
+    const companyWithCompanyHealthMetrics = Array.from(companiesMap.values());
     return companyWithCompanyHealthMetrics;
 };
 const hasCompanyHealthMetricFormFieldChanged = (entityData, formData) => {
@@ -192,7 +203,7 @@ const removeDuplicatesFromCompaniesArray = (companies) => {
     });
 };
 const getCategoryValueForCompany = (key, company) => {
-    var _a, _b, _c;
+    var _a, _b, _c, _d;
     const firstControllerId = (0, companyHelper_1.getFirstControllerIdFromControllers)(company.controllers);
     const customerSuccessManagerIds = (0, companyHelper_1.getFirstControllerId)(company.managegmentInfo.customerSuccessManagerUserIds);
     const runway = (0, exports.getRunwayInfinity)(company.companyHealthMetric.runway);
@@ -221,6 +232,24 @@ const getCategoryValueForCompany = (key, company) => {
             return company.companyHealthMetric.customerSatisfactionScore != null
                 ? company.companyHealthMetric.customerSatisfactionScore.toString()
                 : undefined;
+        case 'externalProductServiceExposure':
+            return company.companyHealthMetric.externalProductServiceExposure != null
+                ? company.companyHealthMetric.externalProductServiceExposure.code
+                : undefined;
+        case 'finOpsEngagementFrequency':
+            return company.companyHealthMetric.finOpsEngagementFrequency != null
+                ? company.companyHealthMetric.finOpsEngagementFrequency.code
+                : undefined;
+        case 'companyEngagementMetricsUpdatedAt':
+            return ((_d = company.companyHealthMetric.companyEngagementMetricsUpdatedAt) !== null && _d !== void 0 ? _d : undefined);
+        case 'companyGroupId':
+            return company.managegmentInfo.companyGroupId != null
+                ? company.managegmentInfo.companyGroupId.toString()
+                : undefined;
+        case 'monthlyRecurringRevenue':
+            return company.monthlyRecurringRevenue != null
+                ? company.monthlyRecurringRevenue.amount.toString()
+                : undefined;
         case 'churnProbabilityPercentage':
         default:
             return company.companyHealthMetric.churnProbabilityPercentage != null
@@ -268,6 +297,8 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
                 'subscriptionStartDate',
                 'subscriptionRenewalDate',
                 'lastReportSent',
+                'companyEngagementMetricsUpdatedAt',
+                'monthlyRecurringRevenue',
             ]);
         }
         return (0, cockpitHelpers_1.filterCompanyOnCategoriesWithMultipleValues)(categoryValue, currentFilter);
@@ -390,10 +421,51 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
             case 'issues':
                 companiesWithSortKeyValues.push(company);
                 break;
+            case 'externalProductServiceExposure':
+                if (company.companyHealthMetric.externalProductServiceExposure != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
+            case 'finOpsEngagementFrequency':
+                if (company.companyHealthMetric.finOpsEngagementFrequency != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
+            case 'companyEngagementMetricsUpdatedAt':
+                if (company.companyHealthMetric.companyEngagementMetricsUpdatedAt != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
+            case 'monthlyRecurringRevenue':
+                if (company.monthlyRecurringRevenue != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
+            case 'group':
+            default:
+                if (company.managegmentInfo.companyGroupId != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
         }
     });
     const sortedCompaniesWithSortKeyValue = (0, orderBy_1.default)(companiesWithSortKeyValues, (company) => {
-        var _a, _b, _c, _d, _e, _f, _g;
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j;
         switch (sortKey) {
             case 'productVerticals':
                 return company.noOfProductVerticalsEnabled;
@@ -405,11 +477,11 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
                     ? Infinity
                     : (_b = (_a = company.companyHealthMetric.runway) === null || _a === void 0 ? void 0 : _a.runwayMonths) !== null && _b !== void 0 ? _b : 0;
             case 'lastReportSent':
-                return ((_c = company.managegmentInfo.lastReportSentDate) !== null && _c !== void 0 ? _c : (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z'));
+                return ((_c = company.managegmentInfo.lastReportSentDate) !== null && _c !== void 0 ? _c : DEFAULT_DATE);
             case 'renewalDate':
-                return ((_d = company.companyHealthMetric.subscriptionRenewalDate) !== null && _d !== void 0 ? _d : (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z'));
+                return ((_d = company.companyHealthMetric.subscriptionRenewalDate) !== null && _d !== void 0 ? _d : DEFAULT_DATE);
             case 'subscriptionDate':
-                return ((_e = company.companyHealthMetric.subscriptionStartDate) !== null && _e !== void 0 ? _e : (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z'));
+                return ((_e = company.companyHealthMetric.subscriptionStartDate) !== null && _e !== void 0 ? _e : DEFAULT_DATE);
             case 'netPromoterScore':
                 return (_f = company.companyHealthMetric.netPromoterScore) !== null && _f !== void 0 ? _f : 0;
             case 'customerSatisfactionScore':
@@ -418,6 +490,23 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
                 return (0, userSelector_1.getUserNameById)(userState, company.managegmentInfo.controllerUserIds[0]).toLowerCase();
             case 'customerSuccessManager':
                 return (0, userSelector_1.getUserNameById)(userState, company.managegmentInfo.customerSuccessManagerUserIds[0]).toLowerCase();
+            case 'externalProductServiceExposure':
+                return company.companyHealthMetric.externalProductServiceExposure !=
+                    null
+                    ? getSortOrderForFrequency(company.companyHealthMetric.externalProductServiceExposure.code.toLowerCase())
+                    : MAX_FREQUENCY_VALUE;
+            case 'finOpsEngagementFrequency':
+                return company.companyHealthMetric.finOpsEngagementFrequency != null
+                    ? getSortOrderForFrequency(company.companyHealthMetric.finOpsEngagementFrequency.code.toLowerCase())
+                    : MAX_FREQUENCY_VALUE;
+            case 'companyEngagementMetricsUpdatedAt':
+                return ((_h = company.companyHealthMetric.companyEngagementMetricsUpdatedAt) !== null && _h !== void 0 ? _h : DEFAULT_DATE);
+            case 'monthlyRecurringRevenue':
+                return company.monthlyRecurringRevenue != null
+                    ? company.monthlyRecurringRevenue.amount
+                    : 0;
+            case 'group':
+                return (_j = company.managegmentInfo.companyGroupId) === null || _j === void 0 ? void 0 : _j.toLowerCase();
             case 'companyName':
             default:
                 return company.companyInfo.name;
@@ -447,3 +536,18 @@ const getRunwayInfinity = (runway) => {
         : undefined;
 };
 exports.getRunwayInfinity = getRunwayInfinity;
+const getSortOrderForFrequency = (value) => {
+    switch (value) {
+        case 'low':
+            return 1;
+        case 'mid':
+            return 2;
+        case 'high':
+            return 3;
+        case 'very_high':
+            return 4;
+        case 'very_low':
+        default:
+            return 0;
+    }
+};

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

@@ -6,12 +6,12 @@ import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const ALL_PORTFOLIO_SORT_KEYS: readonly ["companyName", "cashBalance", "runway", "expenses", "revenues", "netIncome"];
 export declare const ALL_MANAGEMENT_SORT_KEYS: readonly ["companyName", "task", "status", "group", "plans", "controller", "customerSuccessManager", "reviewer", "preparer", "apAnalyst", "reportSent", "taxStatus", "taxLead", "monthlyRecurringRevenue", "annualRecurringRevenue", "notes", "satisfaction", "bookCloseDate"];
 export declare const ALL_ONBOARDING_SORT_KEYS: readonly ["companyName", "bankAccountLinked", "qboLinked", "identityVerified", "businessVerified", "groupCreated", "customerCreated", "enroller", "notes", "invite"];
-export declare const ALL_HEALTH_SORT_KEYS: readonly ["companyName", "issues", "productVerticals", "runway", "churnProbability", "netPromoterScore", "customerSatisfactionScore", "controller", "customerSuccessManager", "lastReportSent", "subscriptionDate", "renewalDate"];
+export declare const ALL_HEALTH_SORT_KEYS: readonly ["companyName", "issues", "group", "externalProductServiceExposure", "finOpsEngagementFrequency", "companyEngagementMetricsUpdatedAt", "monthlyRecurringRevenue", "productVerticals", "runway", "churnProbability", "netPromoterScore", "customerSatisfactionScore", "controller", "customerSuccessManager", "lastReportSent", "subscriptionDate", "renewalDate"];
 export declare const ALL_TASK_MANAGER_SORT_KEYS: readonly ["name", "taskName", "status", "priority", "dueDate", "assignee", "tags", "createdBy"];
 export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "cashBalance" | "netIncome" | "companyName" | "revenues";
 export declare const toManagementSortKeyType: (v: string) => "status" | "group" | "bookCloseDate" | "controller" | "preparer" | "reviewer" | "companyName" | "monthlyRecurringRevenue" | "annualRecurringRevenue" | "taxStatus" | "plans" | "notes" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "bankAccountLinked" | "qboLinked" | "identityVerified" | "businessVerified" | "groupCreated" | "customerCreated" | "enroller" | "invite";
-export declare const toHealthSortKeyType: (v: string) => "runway" | "controller" | "companyName" | "customerSuccessManager" | "netPromoterScore" | "customerSatisfactionScore" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate";
+export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "customerSuccessManager" | "netPromoterScore" | "customerSatisfactionScore" | "lastReportSent" | "externalProductServiceExposure" | "finOpsEngagementFrequency" | "companyEngagementMetricsUpdatedAt" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate";
 export declare const toTaskManagerSortKeyType: (v: string) => "priority" | "name" | "status" | "dueDate" | "taskName" | "assignee" | "tags" | "createdBy";
 export declare type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export declare type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
@@ -21,7 +21,7 @@ export declare type TaskManagerViewSortKey = ReturnType<typeof toTaskManagerSort
 export declare type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
 export declare type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export declare type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
-export declare type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate';
+export declare type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'finOpsEngagementFrequency' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
 export interface CockpitFilterCategory {
     field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
     matchingOperator: 'equal' | 'not-equal';

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

@@ -45,6 +45,11 @@ exports.ALL_ONBOARDING_SORT_KEYS = [
 exports.ALL_HEALTH_SORT_KEYS = [
     'companyName',
     'issues',
+    'group',
+    'externalProductServiceExposure',
+    'finOpsEngagementFrequency',
+    'companyEngagementMetricsUpdatedAt',
+    'monthlyRecurringRevenue',
     'productVerticals',
     'runway',
     'churnProbability',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.11.77",
+  "version": "4.11.79",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",