@zeniai/client-epic-state 4.13.53 → 4.13.54

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.d.ts

@@ -25,8 +25,8 @@ export interface MonthEndCloseChecksPayload {
     insights: MonthEndInsightsPayload;
     audit_summary: MonthEndAuditSummaryPayload;
     month_close_checks: MonthCloseChecksPayload[];
-    zeni_book_close_date: string;
     history_month_and_year_flag: string[];
+    report_email_sent_date?: string;
 }
 export declare const toMonthEndCloseChecksInfo: (payload: MonthEndCloseChecksPayload, period: MonthYearPeriod) => MonthEndCloseChecksInfo;
 export {};

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksPayload.js

@@ -14,6 +14,8 @@ const toMonthEndCloseCheck = (monthCloseCheck) => {
         frequency: (0, monthEndCloseChecksState_1.toMonthEndCloseCheckFrequency)(monthCloseCheck.action_frequency),
         progress: monthCloseCheck.progress_percentage,
         sequence: monthCloseCheck.sequence,
+        isDisabled: (0, expenseAutomationViewState_1.toExpenseAutomationViewType)(monthCloseCheck.month_close_check_type) ===
+            'month_end_insights',
     };
 };
 const toMonthEndInsights = (monthEndStatisticsPayload) => {
@@ -52,7 +54,9 @@ const toMonthEndCloseChecksInfo = (payload, period) => ({
             ? (0, zeniDayJS_1.date)(payload.audit_summary.audit_report_last_generated_date)
             : null,
     },
-    zeniBookCloseDate: (0, zeniDayJS_1.date)(payload.zeni_book_close_date),
+    reportEmailSentDate: payload.report_email_sent_date != null
+        ? (0, zeniDayJS_1.date)(payload.report_email_sent_date)
+        : undefined,
     historicMonthYear: payload.history_month_and_year_flag != null
         ? toMonthYearPeriods(payload.history_month_and_year_flag)
         : [],

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts

@@ -11,6 +11,7 @@ export interface MonthEndCloseCheck {
     description: string;
     progress: number;
     frequency: MonthEndCloseCheckFrequency;
+    isDisabled: boolean;
     sequence: number;
 }
 export interface MonthEndInsights {
@@ -30,8 +31,8 @@ export interface MonthEndCloseChecksInfo {
     auditSummary: MonthEndAuditSummary;
     monthEndCloseCheckList: MonthEndCloseCheck[];
     id: MonthYearPeriodId;
-    zeniBookCloseDate: ZeniDate;
     historicMonthYear: MonthYearPeriod[];
+    reportEmailSentDate?: ZeniDate;
 }
 export interface MonthEndCloseChecksState {
     monthEndCloseChecksByTenantId: Record<ID, Record<MonthYearPeriodId, MonthEndCloseChecksInfo>>;

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -12,19 +12,16 @@ const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
 const monthEndCloseChecksViewSelector_1 = require("../monthEndCloseChecksView/monthEndCloseChecksViewSelector");
 const transactionCategorizationSelector_1 = require("./selectors/transactionCategorizationSelector");
-const isPreviousStepDisabled = (allSteps, stepIndex, userAllowedToAccessMonthEndInsights, auditSummary) => {
+const isPreviousStepDisabled = (allSteps, stepIndex, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) => {
     if (stepIndex === 0) {
-        if (auditSummary == null ||
-            (auditSummary.auditScorePercentage < 75 &&
-                userAllowedToAccessMonthEndInsights === false)) {
-            return true;
-        }
-        return false;
+        return reportEmailSentDate == null
+            ? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
+            : false;
     }
     return allSteps[stepIndex - 1].isDisabled;
 };
 function getExpenseAutomationView(state) {
-    var _a, _b;
+    var _a, _b, _c;
     const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
@@ -56,6 +53,7 @@ function getExpenseAutomationView(state) {
             auditSummary = (_b = (0, monthEndCloseChecksSelector_1.getMonthEndCloseChecksForATenantForSelectedPeriod)(monthEndCloseChecksState, currentTenantId, selectedPeriod)) === null || _b === void 0 ? void 0 : _b.auditSummary;
         }
         allSteps = (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId, auditSummary);
+        const reportEmailSentDate = (_c = monthEndCloseChecksView.monthEndCloseChecks) === null || _c === void 0 ? void 0 : _c.reportEmailSentDate;
         allSteps.forEach((stepDetail, index, allStepsOriginal) => {
             switch (stepDetail.step) {
                 case 'transaction_categorization':
@@ -68,10 +66,9 @@ function getExpenseAutomationView(state) {
                     allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: missingReceipts.completionStatus });
                     return;
                 case 'month_end_insights':
-                    allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isDisabled: auditSummary != null
-                            ? auditSummary.auditScorePercentage < 75 &&
-                                userAllowedToAccessMonthEndInsights === false
-                            : true });
+                    allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isDisabled: reportEmailSentDate == null
+                            ? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
+                            : false });
                     return;
                 case 'flux_analysis':
                 default:
@@ -82,7 +79,7 @@ function getExpenseAutomationView(state) {
         allSteps.forEach((stepDetail, index, allStepsOriginal) => {
             allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isNextDisabled: index === allStepsOriginal.length - 1
                     ? allStepsOriginal[0].isDisabled
-                    : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(allStepsOriginal, index, userAllowedToAccessMonthEndInsights, auditSummary) });
+                    : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
         });
     }
     const reducedFetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)(fetchStateVariables); // Add more states

package/lib/view/monthEndCloseChecksView/monthEndCloseChecksViewSelector.d.ts

@@ -1,11 +1,13 @@
 import { ID, FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { RootState } from '../../reducer';
-import { MonthEndCloseChecksInfo } from '../../entity/monthEndCloseChecks/monthEndCloseChecksState';
+import { MonthEndCloseChecksInfo, MonthEndAuditSummary } from '../../entity/monthEndCloseChecks/monthEndCloseChecksState';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
+import { CurrentTenant } from '../../entity/tenant/tenantSelector';
 export interface MonthEndCloseChecksView extends SelectorView {
     monthEndCloseChecks?: MonthEndCloseChecksInfo;
     selectedPeriod: MonthYearPeriod;
     refreshStatus: FetchStateAndError;
 }
+export declare const isMonthEndInsightDisabled: (currentTenant: CurrentTenant, selectedPeriod: MonthYearPeriod, userAllowedToAccessMonthEndInsights: boolean, auditSummary?: MonthEndAuditSummary | undefined) => boolean;
 export declare const getMonthEndCloseChecksViewByTenantId: (state: RootState, tenantId: ID) => MonthEndCloseChecksView;

package/lib/view/monthEndCloseChecksView/monthEndCloseChecksViewSelector.js

@@ -1,12 +1,41 @@
 "use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getMonthEndCloseChecksViewByTenantId = void 0;
+exports.getMonthEndCloseChecksViewByTenantId = exports.isMonthEndInsightDisabled = void 0;
+const isEqual_1 = __importDefault(require("lodash/isEqual"));
 const toolkit_1 = require("@reduxjs/toolkit");
 const monthEndCloseChecksSelector_1 = require("../../entity/monthEndCloseChecks/monthEndCloseChecksSelector");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
-exports.getMonthEndCloseChecksViewByTenantId = (0, toolkit_1.createSelector)((state) => state.monthEndCloseChecksState, (state) => state.monthEndCloseChecksViewState, (state) => state.expenseAutomationViewState, (_state, tenantId) => tenantId, (monthEndCloseChecksState, monthEndCloseChecksViewState, expenseAutomationViewState, tenantId) => {
-    var _a;
+const zeniDayJS_1 = require("../../zeniDayJS");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
+const isMonthEndInsightDisabled = (currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary) => {
+    if (auditSummary != null) {
+        if (auditSummary.auditScorePercentage < 75 &&
+            userAllowedToAccessMonthEndInsights === false) {
+            return true;
+        }
+        const lastReportSentMonthYearPeriod = currentTenant.zeniBookCloseMonthAndYear;
+        if (lastReportSentMonthYearPeriod == null) {
+            return (selectedPeriod.month === (0, zeniDayJS_1.dateNow)().get('month') &&
+                selectedPeriod.year === (0, zeniDayJS_1.dateNow)().get('year'));
+        }
+        const currentDate = (0, zeniDayJS_1.date)(`${lastReportSentMonthYearPeriod.year}-${lastReportSentMonthYearPeriod.month}-01`);
+        const nextMonthDate = currentDate.add(1, 'month');
+        const nextMonthPeriod = {
+            month: (0, timePeriod_1.toMonth)(nextMonthDate.month() + 1),
+            year: nextMonthDate.year(),
+        };
+        return !(0, isEqual_1.default)(selectedPeriod, nextMonthPeriod);
+    }
+    return true;
+};
+exports.isMonthEndInsightDisabled = isMonthEndInsightDisabled;
+exports.getMonthEndCloseChecksViewByTenantId = (0, toolkit_1.createSelector)((state) => state.monthEndCloseChecksState, (state) => state.monthEndCloseChecksViewState, (state) => state.expenseAutomationViewState, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.companyState, (state) => state.tenantState, (_state, tenantId) => tenantId, (monthEndCloseChecksState, monthEndCloseChecksViewState, expenseAutomationViewState, currentTenant, companyState, tenantState, tenantId) => {
+    var _a, _b;
     const { refreshStatus } = monthEndCloseChecksViewState;
+    const { loggedInUser } = tenantState;
     const selectedPeriod = expenseAutomationViewState.selectedPeriodByTenantId[tenantId];
     const { monthEndCloseChecksViewByTenantId } = monthEndCloseChecksViewState;
     const monthYearPeriodId = selectedPeriod != null ? (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod) : null;
@@ -20,7 +49,22 @@ exports.getMonthEndCloseChecksViewByTenantId = (0, toolkit_1.createSelector)((st
         const sortedMonthEndCloseCheckList = [
             ...monthEndCloseChecks.monthEndCloseCheckList,
         ].sort((a, b) => b.frequency.localeCompare(a.frequency));
-        return Object.assign(Object.assign({}, monthEndCloseChecksView), { monthEndCloseChecks: Object.assign(Object.assign({}, monthEndCloseChecks), { monthEndCloseCheckList: sortedMonthEndCloseCheckList }), reportId: 'expense_automation_card', selectedPeriod,
+        const currentCompany = companyState.companiesById[currentTenant.companyId];
+        const managementInfo = currentCompany === null || currentCompany === void 0 ? void 0 : currentCompany.managementInfo;
+        const preparerUserIds = managementInfo != null ? managementInfo.preparerUserIds : [];
+        const isZeniUser = Boolean((_b = loggedInUser === null || loggedInUser === void 0 ? void 0 : loggedInUser.userEmail) === null || _b === void 0 ? void 0 : _b.includes('zeni.ai'));
+        const isPreparer = loggedInUser != null && preparerUserIds.includes(loggedInUser.userId);
+        const userAllowedToAccessMonthEndInsights = isZeniUser === false || isPreparer === false;
+        const monthEndCloseCheckListWithDisabledState = sortedMonthEndCloseCheckList.map((check) => {
+            if (check.id === 'month_end_insights') {
+                const isDisabled = monthEndCloseChecks.reportEmailSentDate == null
+                    ? (0, exports.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, monthEndCloseChecks.auditSummary)
+                    : false;
+                return Object.assign(Object.assign({}, check), { isDisabled });
+            }
+            return check;
+        });
+        return Object.assign(Object.assign({}, monthEndCloseChecksView), { monthEndCloseChecks: Object.assign(Object.assign({}, monthEndCloseChecks), { monthEndCloseCheckList: monthEndCloseCheckListWithDisabledState }), reportId: 'expense_automation_card', selectedPeriod,
             refreshStatus });
     }
     return {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.13.53",
+  "version": "4.13.54",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",
@@ -94,6 +94,7 @@
     "postversion": "git push && git push --tags",
     "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
     "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
-    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh"
+    "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
+    "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh"
   }
 }