@zeniai/client-epic-state 4.12.97 → 4.12.99

package/lib/reducer.js

@@ -30,6 +30,13 @@ exports.initialRootState = void 0;
 const redux_1 = require("redux");
 const tenantReducer_1 = __importStar(require("./entity/tenant/tenantReducer"));
 const accountReducer_1 = __importStar(require("./entity/account/accountReducer"));
+const monthEndCloseChecksReducer_1 = __importStar(require("./entity/monthEndCloseChecks/monthEndCloseChecksReducer"));
+const monthEndCloseChecksViewReducer_1 = __importStar(require("./view/monthEndCloseChecksView/monthEndCloseChecksViewReducer"));
+const expenseAutomationViewReducer_1 = __importStar(require("./view/expenseAutomationView/expenseAutomationViewReducer"));
+const transactionsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/transactionsViewReducer"));
+const missingReceiptsViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/missingReceiptsViewReducer"));
+const jeSchedulesViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/jeSchedulesViewReducer"));
+const fluxAnalysisViewReducer_1 = __importStar(require("./view/expenseAutomationView/reducers/fluxAnalysisViewReducer"));
 const customerIncomeTrendReducer_1 = __importStar(require("./entity/customerIncome/customerIncomeTrendReducer"));
 const vendorExpenseReducer_1 = __importStar(require("./entity/vendorExpense/vendorExpenseReducer"));
 const entityReducer_1 = __importStar(require("./entity/genericEntity/entityReducer"));
@@ -238,6 +245,7 @@ const initialEntitiesState = {
     insightState: insightReducer_1.initialState,
     jeSchedulesState: jeSchedulesReducer_1.initialState,
     merchantState: merchantReducer_1.initialState,
+    monthEndCloseChecksState: monthEndCloseChecksReducer_1.initialState,
     notificationState: notificationReducer_1.initialState,
     onboardingCustomerState: onboardingCustomerReducer_1.initialState,
     paymentAccountState: paymentAccountReducer_1.initialState,
@@ -317,6 +325,11 @@ const initialViewsState = {
     editRemiDetailViewState: editRemiViewReducer_1.initialState,
     entityAutoCompleteState: entityAutoCompleteReducer_1.initialState,
     entityRecommendationState: recommendationReducer_1.initialState,
+    expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.initialState,
+    expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.initialState,
+    expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.initialState,
+    expenseAutomationTransactionsViewState: transactionsViewReducer_1.initialState,
+    expenseAutomationViewState: expenseAutomationViewReducer_1.initialState,
     fileViewState: fileViewState_1.initialFileViewState,
     financeStatementState: financeStatementReducer_1.initialFinanceStatementState,
     forecastListState: forecastListReducer_1.initialState,
@@ -327,6 +340,7 @@ const initialViewsState = {
     internationalWireVerificationState: internationalWireVerificationReducer_1.initialState,
     magicLinkViewState: magicLinkViewReducer_1.initialState,
     merchantListState: merchantListReducer_1.initialState,
+    monthEndCloseChecksViewState: monthEndCloseChecksViewReducer_1.initialState,
     netBurnOrIncomeClassesViewState: netBurnOrIncomeClassesViewReducer_1.initialState,
     netBurnOrIncomeState: netBurnOrIncomeReducer_1.initialState,
     netBurnOrIncomeStoryCardState: netBurnOrIncomeStoryCardReducer_1.initialState,
@@ -426,8 +440,8 @@ const entityReducers = {
     insightState: insightReducer_1.default,
     jeSchedulesState: jeSchedulesReducer_1.default,
     merchantState: merchantReducer_1.default,
+    monthEndCloseChecksState: monthEndCloseChecksReducer_1.default,
     notificationState: notificationReducer_1.default,
-    toastNotificationState: toastNotificationReducer_1.default,
     onboardingCustomerState: onboardingCustomerReducer_1.default,
     paymentAccountState: paymentAccountReducer_1.default,
     paymentInstrumentState: paymentInstrumentReducer_1.default,
@@ -448,6 +462,7 @@ const entityReducers = {
     taskState: taskReducer_1.default,
     taskSummaryState: taskSummaryReducer_1.default,
     tenantState: tenantReducer_1.default,
+    toastNotificationState: toastNotificationReducer_1.default,
     transactionState: transactionReducer_1.default,
     userRoleState: userRoleReducer_1.default,
     userState: userReducer_1.default,
@@ -504,6 +519,11 @@ const viewReducers = {
     editRemiDetailViewState: editRemiViewReducer_1.default,
     entityAutoCompleteState: entityAutoCompleteReducer_1.default,
     entityRecommendationState: recommendationReducer_1.default,
+    expenseAutomationFluxAnalysisViewState: fluxAnalysisViewReducer_1.default,
+    expenseAutomationJESchedulesViewState: jeSchedulesViewReducer_1.default,
+    expenseAutomationMissingReceiptsViewState: missingReceiptsViewReducer_1.default,
+    expenseAutomationTransactionsViewState: transactionsViewReducer_1.default,
+    expenseAutomationViewState: expenseAutomationViewReducer_1.default,
     fileViewState: fileViewReducer_1.default,
     financeStatementState: financeStatementReducer_1.default,
     forecastListState: forecastListReducer_1.default,
@@ -514,6 +534,7 @@ const viewReducers = {
     internationalWireVerificationState: internationalWireVerificationReducer_1.default,
     magicLinkViewState: magicLinkViewReducer_1.default,
     merchantListState: merchantListReducer_1.default,
+    monthEndCloseChecksViewState: monthEndCloseChecksViewReducer_1.default,
     netBurnOrIncomeClassesViewState: netBurnOrIncomeClassesViewReducer_1.default,
     netBurnOrIncomeState: netBurnOrIncomeReducer_1.default,
     netBurnOrIncomeStoryCardState: netBurnOrIncomeStoryCardReducer_1.default,

package/lib/view/auditReportView/auditReportViewState.d.ts

@@ -5,9 +5,9 @@ import { ZeniDate } from '../../zeniDayJS';
 import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
 export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "transactions" | "reports";
 export declare type AuditRuleEntityType = ReturnType<typeof toAuditRuleEntityType>;
-declare const toAuditRuleEntityIdType: (v: string) => "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "uncategorized-expense" | "uncategorized-income";
+declare const toAuditRuleEntityIdType: (v: string) => "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "uncategorized-expense" | "uncategorized-income";
 export declare type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;
-export declare const toAuditRuleTypeIdType: (v: string) => "accounting" | "business";
+export declare const toAuditRuleTypeIdType: (v: string) => "business" | "accounting";
 declare type AuditRuleTypeIdType = ReturnType<typeof toAuditRuleTypeIdType>;
 export declare const AUDIT_REPORT_ACTION_TYPES: readonly ["generate", "view"];
 export declare const toAuditReportActionType: (v: string) => "view" | "generate";

package/lib/view/billPayCard/billPayCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getBillPayCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/cardBalance/cardBalanceSelector.d.ts

@@ -1,7 +1,7 @@
 /// <reference types="url-parse" />
 import { RootState } from '../../reducer';
 export declare const getCardBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashBalance/cashBalanceSelector.d.ts

@@ -1,7 +1,7 @@
 /// <reference types="url-parse" />
 import { RootState } from '../../reducer';
 export declare const getCashBalance: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts

@@ -15,7 +15,7 @@ export declare const getCashInCashOut: (accountState: AccountState, accountGroup
     firstMonthOfFY: 2 | 1 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/cashPosition/cashPositionSelector.d.ts

@@ -12,7 +12,7 @@ export declare const getCashPosition: (accountState: AccountState, cashPositionS
     firstMonthOfFY: 2 | 1 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12;
     dataAvailable: import("../../commonStateTypes/timeframeTick").TimeframeTick | undefined;
     availableNumberOfPeriods: number | undefined;
-    reportId: "cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing";
+    reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense";
     reportTitle: string;
     version: string | number | undefined;
     status: import("../..").Status | undefined;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts

@@ -9,34 +9,38 @@ export declare const initialAuditSummaryData: AuditSummaryData;
 export declare const initialCompanyMonthEndReportTemplatesData: CompanyMonthReportTemplates;
 export declare const initialSendMonthEndReportStatus: FetchStateAndError;
 export declare const initialImproveUsingZeniGPTStatus: FetchStateAndError;
-export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[text: string, companyId: string], {
+export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[text: string, companyId: string, tenantId?: string | undefined], {
     text: string;
     companyId: string;
+    tenantId: string | undefined;
 }, string, never, never>, updateImproveUsingZeniGPTSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[text: string, companyId: string], {
     text: string;
     companyId: string;
 }, string, never, never>, updateImproveUsingZeniGPTFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>, companyId: string], {
     status: ZeniAPIStatus<Record<string, unknown>>;
     companyId: string;
-}, string, never, never>, fetchCompanyMonthEndReportView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride: any, companyId: string], {
+}, string, never, never>, fetchCompanyMonthEndReportView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride: any, companyId: string, tenantId?: string | undefined], {
     cacheOverride: any;
     companyId: string;
+    tenantId: string | undefined;
 }, string, never, never>, updateCompanyMonthEndReportViewOnSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, data: CompanyMonthEndReportViewPayload], {
     companyId: string;
     data: CompanyMonthEndReportViewPayload;
 }, string, never, never>, updateCompanyMonthEndReportViewOnFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, error: ZeniAPIStatus<Record<string, unknown>>], {
     error: ZeniAPIStatus<Record<string, unknown>>;
     companyId: string;
-}, string, never, never>, sendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, fileId?: string | undefined], {
+}, string, never, never>, sendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, fileId?: string | undefined, tenantId?: string | undefined], {
     companyId: string;
     fileId: string | undefined;
-}, string, never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined], {
+    tenantId: string | undefined;
+}, string, never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, tenantId?: string | undefined], {
     recipientEmailList: any;
     companyId: string;
     subject: string;
     isPreview: boolean;
     fileId: string | undefined;
     zeniRequestsHtml: string | undefined;
+    tenantId: string | undefined;
 }, string, never, never>, updateStatusForSendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     companyId: string;
     status: FetchState;
@@ -71,8 +75,9 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
     companyId: ID;
     reportSentDate: ZeniDate;
     data: CompanyMonthEndHistoricReportPayload;
-}, string>, fetchCompanyMonthEndReportTemplates: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
+}, string>, fetchCompanyMonthEndReportTemplates: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, tenantId?: string | undefined], {
     companyId: string;
+    tenantId: string | undefined;
 }, string, never, never>, updateCompanyMonthEndReportTemplatesOnFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     error: ZeniAPIStatus;
     companyId: ID;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -48,8 +48,8 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
     initialState: exports.initialState,
     reducers: {
         fetchCompanyMonthEndReportView: {
-            prepare(cacheOverride = true, companyId) {
-                return { payload: { cacheOverride, companyId } };
+            prepare(cacheOverride = true, companyId, tenantId) {
+                return { payload: { cacheOverride, companyId, tenantId } };
             },
             reducer(draft, action) {
                 const companyId = action.payload.companyId;
@@ -90,7 +90,7 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
             },
         },
         saveCompanyMonthEndReport: {
-            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml) {
+            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, tenantId) {
                 return {
                     payload: {
                         recipientEmailList,
@@ -99,6 +99,7 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
+                        tenantId,
                     },
                 };
             },
@@ -143,8 +144,8 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
             },
         },
         sendCompanyMonthEndReport: {
-            prepare(companyId, fileId) {
-                return { payload: { companyId, fileId } };
+            prepare(companyId, fileId, tenantId) {
+                return { payload: { companyId, fileId, tenantId } };
             },
             reducer(draft, action) {
                 const { companyId } = action.payload;
@@ -165,11 +166,12 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
             },
         },
         fetchImproveUsingZeniGPT: {
-            prepare(text, companyId) {
+            prepare(text, companyId, tenantId) {
                 return {
                     payload: {
                         text,
                         companyId,
+                        tenantId,
                     },
                 };
             },
@@ -278,10 +280,11 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
             };
         },
         fetchCompanyMonthEndReportTemplates: {
-            prepare(companyId) {
+            prepare(companyId, tenantId) {
                 return {
                     payload: {
                         companyId,
+                        tenantId,
                     },
                 };
             },

package/lib/view/companyMonthEndReportView/epics/fetchCompanyMonthEndReportTemplatesEpic.js

@@ -6,16 +6,16 @@ const operators_1 = require("rxjs/operators");
 const responsePayload_1 = require("../../../responsePayload");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const fetchCompanyMonthEndReportTemplatesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportTemplates.match), (0, operators_1.switchMap)((action) => {
-    const { companyId } = action.payload;
+    const { companyId, tenantId } = action.payload;
     const state = state$.value;
-    const tenantId = state.companyState.companiesById[companyId].companyInfo.tenantId;
+    const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : state.companyState.companiesById[companyId].companyInfo.tenantId;
     const queryParam = {
         email_templates: true,
     };
-    if (tenantId != null) {
+    if (zeniTenantId != null) {
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}/emails/month-end?query=${encodeURIComponent(JSON.stringify(queryParam))}`, {
-            'zeni-tenant-id': tenantId,
+            'zeni-tenant-id': zeniTenantId,
         })
             .pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {

package/lib/view/companyMonthEndReportView/epics/fetchCompanyMonthEndReportViewEpic.js

@@ -7,15 +7,15 @@ const responsePayload_1 = require("../../../responsePayload");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const fileReducer_1 = require("../../../entity/file/fileReducer");
 const fetchCompanyMonthEndReportViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView.match), (0, operators_1.switchMap)((action) => {
-    const { cacheOverride, companyId } = action.payload;
+    const { cacheOverride, companyId, tenantId } = action.payload;
     const state = state$.value;
     const fetchState = state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].fetchState;
-    const tenantId = state.companyState.companiesById[companyId].companyInfo.tenantId;
-    if (tenantId != null &&
+    const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : state.companyState.companiesById[companyId].companyInfo.tenantId;
+    if (zeniTenantId != null &&
         (cacheOverride === true || fetchState !== 'Completed')) {
         return zeniAPI
             .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}/emails/month-end`, {
-            'zeni-tenant-id': tenantId,
+            'zeni-tenant-id': zeniTenantId,
         })
             .pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {

package/lib/view/companyMonthEndReportView/epics/improveUsingZeniGPTEpic.js

@@ -6,14 +6,16 @@ const operators_1 = require("rxjs/operators");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const improveUsingZeniGPTEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.fetchImproveUsingZeniGPT.match), (0, operators_1.switchMap)((action) => {
-    const { companyId } = action.payload;
+    const { companyId, tenantId } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
-    const tenantId = company.companyInfo.tenantId;
+    const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : company.companyInfo.tenantId;
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-text-assist/emails/month-end`, {
         text: action.payload.text,
-    }, Object.assign({}, (Boolean(tenantId) === true && { 'zeni-tenant-id': tenantId })))
+    }, Object.assign({}, (Boolean(zeniTenantId) === true && {
+        'zeni-tenant-id': zeniTenantId,
+    })))
         .pipe((0, operators_1.mergeMap)((response) => {
         var _a;
         if (((_a = response.data) === null || _a === void 0 ? void 0 : _a.text) != null) {

package/lib/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js

@@ -11,11 +11,11 @@ const companyReducer_1 = require("../../../entity/company/companyReducer");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
 const formatZeniDateFY_1 = require("../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
 const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.saveCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, } = action.payload;
+    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
-    const tenantId = company.companyInfo.tenantId;
+    const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : company.companyInfo.tenantId;
     const lastReportSentBusinessDay = (0, zeniDayJS_1.getBusinessDayOfDate)((0, zeniDayJS_1.dateNow)());
     const lastReportSentDate = (0, zeniDayJS_1.dateNow)();
     const filePayload = [];
@@ -41,7 +41,7 @@ const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
     const query = { is_preview: isPreview };
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}/emails/month-end?query=${encodeURIComponent(JSON.stringify(query))}`, payload, {
-        'zeni-tenant-id': tenantId,
+        'zeni-tenant-id': zeniTenantId,
     })
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessStatus)(response) && response.data != null) {

package/lib/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -12,14 +12,14 @@ const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
 const formatZeniDateFY_1 = require("../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
 const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.sendCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
-    const { companyId, fileId } = action.payload;
+    const { companyId, fileId, tenantId } = action.payload;
     const state = state$.value;
     const recipientEmailList = state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.recipientEmailList;
     const subject = state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.subject;
     const zeniRequestsHtml = state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.zeniRequestsHtml;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
-    const tenantId = company.companyInfo.tenantId;
+    const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : company.companyInfo.tenantId;
     const lastReportSentBusinessDay = (0, zeniDayJS_1.getBusinessDayOfDate)((0, zeniDayJS_1.dateNow)());
     const lastReportSentDate = (0, zeniDayJS_1.dateNow)();
     const filePayload = [];
@@ -44,7 +44,7 @@ const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
     };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}/emails/month-end`, payload, {
-        'zeni-tenant-id': tenantId,
+        'zeni-tenant-id': zeniTenantId,
     })
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessStatus)(response)) {

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

@@ -4,9 +4,9 @@ import { SubscriptionViewSortKey } from '../../subscriptionView/types/subscripti
 import { FilterCategoryValueType } from '../helpers/cockpitHelpers';
 import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "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 toManagementSortKeyType: (v: string) => "status" | "group" | "bookCloseDate" | "controller" | "preparer" | "reviewer" | "companyName" | "monthlyRecurringRevenue" | "annualRecurringRevenue" | "taxStatus" | "notes" | "plans" | "customerSuccessManager" | "task" | "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) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "customerSuccessManager" | "netPromoterScore" | "customerSatisfactionScore" | "lastReportSent" | "externalProductServiceExposure" | "finOpsEngagementFrequency" | "companyEngagementMetricsUpdatedAt" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate";
+export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "companyName" | "monthlyRecurringRevenue" | "customerSatisfactionScore" | "netPromoterScore" | "customerSuccessManager" | "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>;

package/lib/view/dashboard/dashboardEpic.d.ts

@@ -20,5 +20,6 @@ import { fetchApAging } from '../apAgingView/apAgingReport/apAgingReducer';
 import { fetchArAging } from '../arAgingView/arAgingReport/arAgingReducer';
 import { fetchZeniAccountsPromoCard } from '../zeniAccountsPromoCard/zeniAccountsPromoCardReducer';
 import { fetchRewardsPlan } from '../referralView/referralReducer';
-export declare type ActionType = ReturnType<typeof fetchDashboard> | ReturnType<typeof fetchAllTenants> | ReturnType<typeof fetchCardBalance> | ReturnType<typeof fetchCashBalance> | ReturnType<typeof fetchOpEx> | ReturnType<typeof fetchRevenue> | ReturnType<typeof fetchNetBurnOrIncome> | ReturnType<typeof fetchNetBurnOrIncomeStoryCard> | ReturnType<typeof fetchTopEx> | ReturnType<typeof fetchCashPosition> | ReturnType<typeof fetchCashInCashOut> | ReturnType<typeof fetchInsightsCard> | ReturnType<typeof fetchCompanyPassportView> | ReturnType<typeof fetchTasksCard> | ReturnType<typeof fetchBillPayCard> | ReturnType<typeof fetchApAging> | ReturnType<typeof fetchArAging> | ReturnType<typeof fetchReimbursementCard> | ReturnType<typeof fetchZeniAccountsPromoCard> | ReturnType<typeof fetchRewardsPlan>;
+import { fetchMonthEndCloseChecks } from '../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
+export declare type ActionType = ReturnType<typeof fetchDashboard> | ReturnType<typeof fetchAllTenants> | ReturnType<typeof fetchCardBalance> | ReturnType<typeof fetchCashBalance> | ReturnType<typeof fetchOpEx> | ReturnType<typeof fetchRevenue> | ReturnType<typeof fetchNetBurnOrIncome> | ReturnType<typeof fetchNetBurnOrIncomeStoryCard> | ReturnType<typeof fetchTopEx> | ReturnType<typeof fetchCashPosition> | ReturnType<typeof fetchCashInCashOut> | ReturnType<typeof fetchInsightsCard> | ReturnType<typeof fetchCompanyPassportView> | ReturnType<typeof fetchTasksCard> | ReturnType<typeof fetchBillPayCard> | ReturnType<typeof fetchApAging> | ReturnType<typeof fetchArAging> | ReturnType<typeof fetchReimbursementCard> | ReturnType<typeof fetchZeniAccountsPromoCard> | ReturnType<typeof fetchRewardsPlan> | ReturnType<typeof fetchMonthEndCloseChecks>;
 export declare const fetchDashboardEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/dashboard/dashboardEpic.js

@@ -28,10 +28,14 @@ const apAgingReducer_1 = require("../apAgingView/apAgingReport/apAgingReducer");
 const arAgingReducer_1 = require("../arAgingView/arAgingReport/arAgingReducer");
 const zeniAccountsPromoCardReducer_1 = require("../zeniAccountsPromoCard/zeniAccountsPromoCardReducer");
 const referralReducer_1 = require("../referralView/referralReducer");
+const monthEndCloseChecksViewReducer_1 = require("../monthEndCloseChecksView/monthEndCloseChecksViewReducer");
+const timePeriod_1 = require("../../commonStateTypes/timePeriod");
+const fetchAllTenantsEpic_1 = require("../../entity/tenant/epic/fetchAllTenantsEpic");
 const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(dashboardReducer_1.fetchDashboard.match), (0, operators_1.switchMap)((action) => {
-    var _a, _b, _c, _d;
-    const { userId, companyId, fetchFullReport, cacheOverride, excludeResources, } = action.payload;
+    var _a, _b, _c, _d, _e, _f, _g, _h;
+    const { userId, companyId, fetchFullReport, cacheOverride, excludeResources, tenantId, } = action.payload;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
+    const zeniBookCloseDate = currentTenant.zeniBookCloseDate;
     const isReimbursementFeatureEnabled = (_a = currentTenant.company) === null || _a === void 0 ? void 0 : _a.featuresActivationInfo.isReimbursementFeatureEnabled;
     const isAdmin = Boolean(currentTenant === null || currentTenant === void 0 ? void 0 : currentTenant.userRole) === true
         ? (0, userRoleType_1.hasAdminLevelAccess)(currentTenant.userRole)
@@ -39,6 +43,7 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
     const isInvestorBanker = (0, userRoleType_1.hasInvestorBankerLevelAccess)(currentTenant.userRole);
     const arAgingDate = state$.value.arAgingState.uiState.selectedDate;
     const apAgingDate = state$.value.apAgingState.uiState.selectedDate;
+    const monthEndChecksPeriod = (0, fetchAllTenantsEpic_1.getMonthYearPeriodFromBookCloseDate)(zeniBookCloseDate);
     if (cacheOverride === true) {
         const actions = [
             (0, tenantReducer_1.fetchAllTenants)(userId),
@@ -73,6 +78,12 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
         if (excludeResources.includes('rewards_card') === false) {
             actions.push((0, referralReducer_1.fetchRewardsPlan)(true));
         }
+        if (excludeResources.includes('expense_automation_card') === false) {
+            actions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
+                tenantId,
+                period: monthEndChecksPeriod,
+            }));
+        }
         return (0, rxjs_1.from)(actions);
     }
     else {
@@ -170,6 +181,15 @@ const fetchDashboardEpic = (actions$, state$) => actions$.pipe((0, operators_1.f
             excludeResources.includes('rewards_card') === false) {
             fetchActions.push((0, referralReducer_1.fetchRewardsPlan)(true));
         }
+        const monthEndChecksId = (0, timePeriod_1.toMonthYearPeriodId)(monthEndChecksPeriod);
+        if (((_f = (_e = state.monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]) === null || _e === void 0 ? void 0 : _e[monthEndChecksId]) === null || _f === void 0 ? void 0 : _f.fetchState) !== 'In-Progress' &&
+            ((_h = (_g = state.monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[currentTenant.tenantId]) === null || _g === void 0 ? void 0 : _g[monthEndChecksId]) === null || _h === void 0 ? void 0 : _h.fetchState) !== 'Completed' &&
+            excludeResources.includes('expense_automation_card') === false) {
+            fetchActions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
+                tenantId,
+                period: monthEndChecksPeriod,
+            }));
+        }
         return (0, rxjs_1.from)(fetchActions);
     }
 }));

package/lib/view/dashboard/dashboardReducer.d.ts

@@ -1,11 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing")[] | undefined], {
+export declare const fetchDashboard: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[userId: string, companyId: string, tenantId: string, fetchFullReport?: any, cacheOverride?: any, excludeResources?: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense")[] | undefined], {
     userId: string;
     companyId: string;
+    tenantId: string;
     fetchFullReport: any;
     cacheOverride: any;
-    excludeResources: ("cash_balance" | "card_balance" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing")[];
+    excludeResources: ("cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense")[];
 }, string, never, never>, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<string>;
 declare const _default: import("@reduxjs/toolkit").Reducer<DashboardState, import("@reduxjs/toolkit").AnyAction>;
 export default _default;

package/lib/view/dashboard/dashboardReducer.js

@@ -15,11 +15,12 @@ const dashboard = (0, toolkit_1.createSlice)({
             reducer(draft) {
                 draft.lastFetchRequestTime = (0, zeniDayJS_1.dateNow)();
             },
-            prepare(userId, companyId, fetchFullReport = false, cacheOverride = false, excludeResources = []) {
+            prepare(userId, companyId, tenantId, fetchFullReport = false, cacheOverride = false, excludeResources = []) {
                 return {
                     payload: {
                         userId,
                         companyId,
+                        tenantId,
                         fetchFullReport,
                         cacheOverride,
                         excludeResources,

package/lib/view/dashboard/dashboardSelector.d.ts

@@ -18,6 +18,7 @@ import { ApAgingReport } from '../apAgingView/apAgingReport/apAgingSelector';
 import { ArAgingReport } from '../arAgingView/arAgingReport/arAgingSelector';
 import { ZeniAccountsPromoCardReport } from '../zeniAccountsPromoCard/zeniAccountsPromoCardSelector';
 import { RewardsPlanCardReport } from '../referralView/referralSelector';
+import { MonthEndCloseChecksView } from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';
 export interface DashboardReport extends SelectorReport {
     tenantsOrdered: TenantsOrdered;
     currentTenant?: Tenant;
@@ -38,5 +39,6 @@ export interface DashboardReport extends SelectorReport {
     arAgingReport: ArAgingReport;
     zeniAccountsPromoCard: ZeniAccountsPromoCardReport;
     rewardsPlanCard: RewardsPlanCardReport;
+    monthEndCloseChecksView: MonthEndCloseChecksView;
 }
 export declare const getDashboard: (state: RootState, additionalExcludedReports: ReportID[]) => DashboardReport;

package/lib/view/dashboard/dashboardSelector.js

@@ -24,6 +24,7 @@ const apAgingSelector_1 = require("../apAgingView/apAgingReport/apAgingSelector"
 const arAgingSelector_1 = require("../arAgingView/arAgingReport/arAgingSelector");
 const zeniAccountsPromoCardSelector_1 = require("../zeniAccountsPromoCard/zeniAccountsPromoCardSelector");
 const referralSelector_1 = require("../referralView/referralSelector");
+const monthEndCloseChecksViewSelector_1 = require("../monthEndCloseChecksView/monthEndCloseChecksViewSelector");
 const getNetBurnOrIncomeForLast4Periods = (state) => {
     return (0, netBurnOrIncomeSelector_1.getNetBurnOrIncomeReport)(state.accountState, state.accountGroupState, state.sectionAccountsViewState, state.netBurnOrIncomeState, state.forecastState, state.forecastListState, (0, coaBalancesFilter_1.newBalancesFilter)(state.netBurnOrIncomeState.netBurnOrIncome.firstMonthOfFY, state.netBurnOrIncomeState.uiState.timeframe, 4, undefined, 'ascending_date', state.netBurnOrIncomeState.uiState.selectedAdditionalBalances));
 };
@@ -40,7 +41,10 @@ const tenantSelector = (0, toolkit_1.createSelector)(tenantSelector_1.getTenants
     tenantsOrdered,
     currentTenant,
 }));
-exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalanceSelector_1.getCardBalance, cashBalanceSelector_1.getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, topExSelector_1.getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, insightsCardSelector_1.getInsights, companyPassportViewSelector_1.getCompanyPassportView, tasksCardSelector_1.getTasksCardReport, billPayCardSelector_1.getBillPayCardReport, reimbursementCardSelector_1.getReimbursementCardReport, apAgingSelector, arAgingSelector, zeniAccountsPromoCardSelector_1.getZeniAccountsPromoCard, referralSelector_1.getRewardsPlanCard, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, tenantState, additionalExcludedReports) => {
+exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalanceSelector_1.getCardBalance, cashBalanceSelector_1.getCashBalance, getOperatingExpensesForLast5Periods, getRevenueForLast4Periods, topExSelector_1.getTop6Expenses, getNetBurnOrIncomeForLast4Periods, getNetBurnOrIncomeStoryCard, getCashPositionLast5Periods, getCashInCashOutLast4Periods, insightsCardSelector_1.getInsights, companyPassportViewSelector_1.getCompanyPassportView, tasksCardSelector_1.getTasksCardReport, billPayCardSelector_1.getBillPayCardReport, reimbursementCardSelector_1.getReimbursementCardReport, apAgingSelector, arAgingSelector, zeniAccountsPromoCardSelector_1.getZeniAccountsPromoCard, referralSelector_1.getRewardsPlanCard, (state) => {
+    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
+    return (0, monthEndCloseChecksViewSelector_1.getMonthEndCloseChecksViewByTenantId)(state, currentTenant.tenantId);
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, monthEndCloseChecksView, tenantState, additionalExcludedReports) => {
     var _a, _b, _c, _d, _e, _f, _g, _h, _j;
     const isReimbursementFeatureEnabled = (_a = tenants.currentTenant.company) === null || _a === void 0 ? void 0 : _a.featuresActivationInfo.isReimbursementFeatureEnabled;
     const isAdmin = Boolean((_b = tenants.currentTenant) === null || _b === void 0 ? void 0 : _b.userRole) === true
@@ -63,6 +67,9 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
         insightsView,
         Object.assign(Object.assign({}, companyPassportView), { reportId: 'company_details', reportTitle: 'Company Details' }),
     ];
+    if (additionalExcludedReports.includes('expense_automation_card') === false) {
+        reportsInOrder.push(monthEndCloseChecksView);
+    }
     if (additionalExcludedReports.includes('accounts_payable_aging') === false) {
         reportsInOrder.push(apAgingReport);
     }
@@ -106,5 +113,6 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
         apAgingReport,
         arAgingReport,
         zeniAccountsPromoCard,
-        rewardsPlanCard });
+        rewardsPlanCard,
+        monthEndCloseChecksView });
 });