@zeniai/client-epic-state 4.14.46 → 4.14.47

package/lib/entity/companyHealthMetric/companyHealthMetricPayload.d.ts

@@ -9,6 +9,16 @@ interface ChurnProbabilityReasonPayload {
 interface CompanyRunwayPayload {
     runway_months: number | null;
 }
+interface LastEngagementPayload {
+    type: string;
+    date: string;
+    subject: string | null;
+    to: string[] | null;
+    from: string | null;
+    cc: string[] | null;
+    host_name: string | null;
+    attendees: string[] | null;
+}
 export interface CompanyHealthMetricPayload {
     company_id: string;
     runway: CompanyRunwayPayload;
@@ -29,6 +39,7 @@ export interface CompanyHealthMetricPayload {
         code: string | null;
         name: string | null;
     } | null;
+    last_engagements: LastEngagementPayload[];
 }
 export declare const toCompanyHealthMetrics: (payload: CompanyHealthMetricPayload) => CompanyHealthMetric;
 export {};

package/lib/entity/companyHealthMetric/companyHealthMetricPayload.js

@@ -31,9 +31,34 @@ const toCompanyHealthMetrics = (payload) => {
         externalProductServiceExposure: payload.external_product_service_exposure != null
             ? (0, companyPayload_1.toAllowedValueWithCode)(payload.external_product_service_exposure)
             : undefined,
+        lastEngagements: payload.last_engagements != null
+            ? toLastEngagements(payload.last_engagements)
+            : [],
     };
 };
 exports.toCompanyHealthMetrics = toCompanyHealthMetrics;
+const toLastEngagements = (payload) => {
+    return payload.map((engagement) => {
+        var _a, _b, _c, _d;
+        if (engagement.type === 'email') {
+            return {
+                type: 'email',
+                date: (0, zeniDayJS_1.date)(engagement.date),
+                subject: (_a = engagement.subject) !== null && _a !== void 0 ? _a : '',
+                to: engagement.to != null ? engagement.to.join(', ') : '',
+                from: (_b = engagement.from) !== null && _b !== void 0 ? _b : '',
+                cc: engagement.cc != null ? engagement.cc.join(', ') : '',
+            };
+        }
+        return {
+            type: 'meeting',
+            date: (0, zeniDayJS_1.date)(engagement.date),
+            subject: (_c = engagement.subject) !== null && _c !== void 0 ? _c : '',
+            hostName: (_d = engagement.host_name) !== null && _d !== void 0 ? _d : '',
+            attendees: engagement.attendees != null ? engagement.attendees.join(', ') : '',
+        };
+    });
+};
 const toCompanyRunway = (payload) => {
     if (payload.runway_months != null) {
         return { runwayMonths: payload.runway_months };

package/lib/entity/companyHealthMetric/companyHealthMetricState.d.ts

@@ -25,7 +25,18 @@ export interface CompanyHealthMetric {
     customerSatisfactionScore?: number;
     finOpsEngagementFrequency?: AllowedValueWithCode;
     externalProductServiceExposure?: AllowedValueWithCode;
+    lastEngagements: LastEngagement[];
 }
 export interface CompanyHealthState {
     companyHealthStateByCompanyId: Record<ID, CompanyHealthMetric>;
 }
+export interface LastEngagement {
+    type: string;
+    date: ZeniDate;
+    subject: string;
+    to?: string;
+    from?: string;
+    cc?: string;
+    hostName?: string;
+    attendees?: string;
+}

package/lib/index.d.ts

@@ -58,8 +58,6 @@ import { updateChargeCardTransactionAttachments } from './entity/chargeCardTrans
 import { getControllersName, getFirstControllerEmail, getFirstControllerId } from './entity/company/companyHelper';
 import { CompanyWithSchema, ControllerUserDetails, getCompanyByCompanyId, getCompanyInfoForAllCockpitCompaniesInState, getControllersForCompany } from './entity/company/companySelector';
 import { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, AccountingConnectionCreationMode, Company, CompanyBillPayInfo, CompanyConfigInfo, CompanyFeaturesActivationInfo, CompanyIncInfo, CompanyInfo, CompanyLocaleInfo, CompanyManagementInfo, CompanyManagementUserRole, CompanyMileageConfigInfo, CompanyQuestionaire, CompanyReimbursementInfo, CompanyTaxInfo, CompanyZeniAccountInfo, IdentityVerificationStatus, OnboardingIdentityVerficationStatus, OnboardingInfo, OnboardingStepInfo, OnboardingStepsInfo, ParentSubsidiaryInfo, UserReimbursementInfo } from './entity/company/companyStateTypes';
-import { updateCompaniesHealth, updateCompanyHealth } from './entity/companyHealthMetric/companyHealthMetricReducer';
-import { CompanyHealthMetric, CompanyRunway, VerticalProductServices } from './entity/companyHealthMetric/companyHealthMetricState';
 import { Country } from './entity/countryList/countryListState';
 import { CountryWithCurrency } from './entity/currency/currency';
 import { Customer, CustomerBase, defaultCustomerCurrency } from './entity/customer/customerState';
@@ -206,6 +204,8 @@ import { VendorDetailTabsType, VendorsTabVendorBasic, VendorsTabVendorDetailPage
 import { CollapsableStatusKey, VendorsTabVendorDetailLocalData, VendorsTabVendorViewUIState } from './view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewState';
 import { fetchCompanyConfig } from './view/companyConfigView/companyConfigReducer';
 import { getCompanyConfig } from './view/companyConfigView/companyConfigSelector';
+import { updateCompanyHealth, updateCompaniesHealth } from './entity/companyHealthMetric/companyHealthMetricReducer';
+import { CompanyHealthMetric, VerticalProductServices, CompanyRunway, LastEngagement } from './entity/companyHealthMetric/companyHealthMetricState';
 import { CompanyHealthMetricsLocalData, CompanyHealthViewUIState } from './view/companyHealthMetricView/companyHealthMetricView';
 import { clearCompanyHealthMetricView, fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateLocalStore as updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState } from './view/companyHealthMetricView/companyHealthMetricViewReducer';
 import { CompanyDetailWithHealthMetric, CompanyHealthMetricDropDownOption, CompanyHealthMetricViewSelector, ProductServiceKey, ProductServices, companyHealthMetricDropDownOptions, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, isCompanyRunwayInfinite } from './view/companyHealthMetricView/companyHealthMetricViewSelector';
@@ -763,7 +763,7 @@ export { getWiseRedirect, fetchWiseRedirectStatus };
 export { getInternationalWireView, InternationalWireSelectorView, DynamicFormField, CreateInternationalWireDetailsLocalData, SupportedAccountType, VendorCurrency, initializeInternationalWireLocalData, updateInternationalWireLocalStoreData, initializeDynamicForm, fetchInternationalWireDynamicForm, createPaymentInstrument, createPaymentInstrumentUpdateStatus, deletePaymentInstrument, clearInternationalWire, };
 export { fetchUserRoleConfig, getUserRoleConfig };
 export { CompanyHealthMetricsLocalData, CompanyHealthViewUIState };
-export { CompanyHealthMetric, CompanyRunway, updateCompaniesHealth, updateCompanyHealth, VerticalProductServices, };
+export { CompanyHealthMetric, CompanyRunway, updateCompaniesHealth, updateCompanyHealth, VerticalProductServices, LastEngagement, };
 export { clearCompanyHealthMetricView, fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState, };
 export { CardStatusCodeType, updateChargeCardTransactionAttachments, TransactionReceiptsPayload, ProductServices, ProductServiceKey, isCompanyRunwayInfinite, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, companyHealthMetricDropDownOptions, CompanyHealthMetricViewSelector, CompanyHealthMetricDropDownOption, CompanyDetailWithHealthMetric, ChargeCardBusinessVerificationDetails, getChargeCardBusinessVerificationDetails, fetchChargeCardList, fetchChargeCardListPage, fetchChargeCardConfig, fetchCreditAccount, getChargeCardListView, getMyPendingActivationChargeCardListView, getMyChargeCardListWithShippingAddress, getCreditAccount, ChargeCardStatementsSelectorView, fetchChargeCardDetailPage, getChargeCardDetailView, ChargeCardTransactionAttachmentView, getChargeCardTransactionAttachmentView, ChargeCardCVVActivateSelectorView, getChargeCardCVVActivateView, fetchChargeCardTransactionList, fetchCashbackDetail, ChargeCard, ChargeCardWithUser, ChargeCardWithUserAndShippingAddress, ChargeCardViewSortKey, ChargeCardRecommendation, toChargeCardSortKeyType, CashbackPeriod, CashbackDetailUIState, CashbackViewSortKey, getCashbackDetail, getZeniDateFromPeriod, CashbackDetailSelectorView, toCreditLimitFrequencyCodeType, ChargeCardListSelectorView, ChargeCardListWithShippingAddressSelectorView, MyPendingActivationChargeCardListSelectorView, ChargeCardDetailSelectorView, IssueChargeCardSelectorView, ActiveChargeCardCount, IssueChargeCardState, getIssueChargeCardView, ChargeCardConfigState, ChargeCardListUIState, ChargeCardTransaction, ChargeCardTransactionStatusCode, ChargeCardTransactionTypeCode, ChargeCardTransactionStatus, ChargeCardDetailUiState, ChargeCardTransactionSortKey, getChargeCardSetupViewDetails, ChargeCardSetupView, fetchChargeCardStatementList, ChargeCardStatement, getChargeCardStatements, fetchChargeCardSetupView, acceptChargeCardTerms, IssueChargeCardLocalData, PhysicalCardData, VirtualCardData, CreditLimitFrequencyCodeType, CardAddressType, toCardAddressType, ShippingAddressType, toShippingAddressType, CardActivationEventCodeType, CreditLimitFrequency, CardCodeType, toCardType, issueChargeCards, fetchIssueCardPage, updateCustomAddressId, updateChargeCardsLocalStore, resetIssueChargeCardForm, updateChargeCardListSearchText, updateChargeCardListUIState, updateCashbackDetailUIState, updateChargeCardDetail, updatePhysicalChargeCardAttempt, CardUserOnboardingLocalData, getCardUserOnboardingView, initializeCardUserOnboardingLocalData, updateCardUserOnboardingLocalData, CardUserOnboardingView, saveCardOnboardingUserDetails, updateChargeCardTransactionUploadReceiptsFetchStatus, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionIsViewReceiptClicked, fetchChargeCardTransactionAttachments, completeCVVActivationWait, startCVVActivationWait, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, resendCardInvite, revokeCardInvite, startCardUserOnboardingActivationWait, completeCardUserOnboardingActivationWait, setFirstViewAfterActivation, setFirstViewCompleteAfterActivation, setCurrentDisplayedCardId, anyCardOnHold, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, AgingReportId, ApAgingReport, AgingBalance, AgingPeriod, AgingReportSortKey, AgingBalancesByVendor, AgingReportUIState, AgingDetailReportUIState, AgingDetailReportInvoice, AgingDateSelectionType, };

package/lib/index.js

@@ -186,9 +186,6 @@ Object.defineProperty(exports, "getCompanyInfoForAllCockpitCompaniesInState", {
 Object.defineProperty(exports, "getControllersForCompany", { enumerable: true, get: function () { return companySelector_1.getControllersForCompany; } });
 const companyStateTypes_1 = require("./entity/company/companyStateTypes");
 Object.defineProperty(exports, "ALL_ACCOUNTING_CONNECTION_CREATION_MODES", { enumerable: true, get: function () { return companyStateTypes_1.ALL_ACCOUNTING_CONNECTION_CREATION_MODES; } });
-const companyHealthMetricReducer_1 = require("./entity/companyHealthMetric/companyHealthMetricReducer");
-Object.defineProperty(exports, "updateCompaniesHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompaniesHealth; } });
-Object.defineProperty(exports, "updateCompanyHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompanyHealth; } });
 const customerState_1 = require("./entity/customer/customerState");
 Object.defineProperty(exports, "defaultCustomerCurrency", { enumerable: true, get: function () { return customerState_1.defaultCustomerCurrency; } });
 const customerIncomeTrend_1 = require("./entity/customerIncome/customerIncomeTrend");
@@ -543,6 +540,9 @@ const companyConfigReducer_1 = require("./view/companyConfigView/companyConfigRe
 Object.defineProperty(exports, "fetchCompanyConfig", { enumerable: true, get: function () { return companyConfigReducer_1.fetchCompanyConfig; } });
 const companyConfigSelector_1 = require("./view/companyConfigView/companyConfigSelector");
 Object.defineProperty(exports, "getCompanyConfig", { enumerable: true, get: function () { return companyConfigSelector_1.getCompanyConfig; } });
+const companyHealthMetricReducer_1 = require("./entity/companyHealthMetric/companyHealthMetricReducer");
+Object.defineProperty(exports, "updateCompanyHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompanyHealth; } });
+Object.defineProperty(exports, "updateCompaniesHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompaniesHealth; } });
 const companyHealthMetricViewReducer_1 = require("./view/companyHealthMetricView/companyHealthMetricViewReducer");
 Object.defineProperty(exports, "clearCompanyHealthMetricView", { enumerable: true, get: function () { return companyHealthMetricViewReducer_1.clearCompanyHealthMetricView; } });
 Object.defineProperty(exports, "fetchCompanyHealthMetricView", { enumerable: true, get: function () { return companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView; } });

package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -466,7 +466,7 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
         }
     });
     const sortedCompaniesWithSortKeyValue = (0, orderBy_1.default)(companiesWithSortKeyValues, (company) => {
-        var _a, _b, _c, _d, _e, _f, _g, _h, _j;
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l;
         switch (sortKey) {
             case 'productVerticals':
                 return company.noOfProductVerticalsEnabled;
@@ -508,6 +508,8 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
                     : 0;
             case 'group':
                 return (_j = company.managementInfo.companyGroupId) === null || _j === void 0 ? void 0 : _j.toLowerCase();
+            case 'lastEngagement':
+                return ((_l = (_k = company.companyHealthMetric.lastEngagements[0]) === null || _k === void 0 ? void 0 : _k.date) !== null && _l !== void 0 ? _l : DEFAULT_DATE);
             case 'companyName':
             default:
                 return company.companyInfo.name;

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

@@ -6,7 +6,7 @@ import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
 export declare const toManagementSortKeyType: (v: string) => "status" | "group" | "bookCloseDate" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "monthlyRecurringRevenue" | "companyName" | "taxStatus" | "notes" | "plans" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "bankAccountLinked" | "qboLinked" | "identityVerified" | "businessVerified" | "groupCreated" | "customerCreated" | "enroller" | "invite" | "latestCreated";
-export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyName" | "companyEngagementMetricsUpdatedAt" | "netPromoterScore" | "customerSatisfactionScore" | "finOpsEngagementFrequency" | "externalProductServiceExposure" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate";
+export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyName" | "customerSuccessManager" | "issues" | "externalProductServiceExposure" | "finOpsEngagementFrequency" | "companyEngagementMetricsUpdatedAt" | "productVerticals" | "churnProbability" | "netPromoterScore" | "customerSatisfactionScore" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
 export declare const toTaskManagerSortKeyType: (v: string) => "name" | "priority" | "status" | "dueDate" | "tags" | "createdBy" | "taskName" | "assignee";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;

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

@@ -61,6 +61,8 @@ const ALL_HEALTH_SORT_KEYS = [
     'lastReportSent',
     'subscriptionDate',
     'renewalDate',
+    'dashboardLastSeen',
+    'lastEngagement',
 ];
 const ALL_TASK_MANAGER_SORT_KEYS = [
     'name',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.14.46",
+  "version": "4.14.47",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",