@zeniai/client-epic-state 4.14.49 → 4.14.51

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -25,9 +25,6 @@ const toCompanyHealthMetrics = (payload) => {
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  churnProbabilityPercentage: (_a = payload.churn_probability_percentage) !== null && _a !== void 0 ? _a : undefined,
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  netPromoterScore: (_b = payload.net_promoter_score) !== null && _b !== void 0 ? _b : undefined,
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  customerSatisfactionScore: (_c = payload.customer_satisfaction_score) !== null && _c !== void 0 ? _c : undefined,
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- finOpsEngagementFrequency: payload.finops_engagement_frequency != null
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- ? (0, companyPayload_1.toAllowedValueWithCode)(payload.finops_engagement_frequency)
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- : undefined,
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  externalProductServiceExposure: payload.external_product_service_exposure != null
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  ? (0, companyPayload_1.toAllowedValueWithCode)(payload.external_product_service_exposure)
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  : undefined,
@@ -23,7 +23,6 @@ export interface CompanyHealthMetric {
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  churnProbabilityPercentage?: number;
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  netPromoterScore?: number;
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  customerSatisfactionScore?: number;
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- finOpsEngagementFrequency?: AllowedValueWithCode;
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  externalProductServiceExposure?: AllowedValueWithCode;
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  lastEngagements: LastEngagement[];
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  }
package/lib/index.d.ts CHANGED
@@ -58,6 +58,8 @@ import { updateChargeCardTransactionAttachments } from './entity/chargeCardTrans
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  import { getControllersName, getFirstControllerEmail, getFirstControllerId } from './entity/company/companyHelper';
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  import { CompanyWithSchema, ControllerUserDetails, getCompanyByCompanyId, getCompanyInfoForAllCockpitCompaniesInState, getControllersForCompany } from './entity/company/companySelector';
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  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';
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+ import { updateCompaniesHealth, updateCompanyHealth } from './entity/companyHealthMetric/companyHealthMetricReducer';
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+ import { CompanyHealthMetric, CompanyRunway, LastEngagement, VerticalProductServices } from './entity/companyHealthMetric/companyHealthMetricState';
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  import { Country } from './entity/countryList/countryListState';
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  import { CountryWithCurrency } from './entity/currency/currency';
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  import { Customer, CustomerBase, defaultCustomerCurrency } from './entity/customer/customerState';
@@ -204,8 +206,6 @@ import { VendorDetailTabsType, VendorsTabVendorBasic, VendorsTabVendorDetailPage
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  import { CollapsableStatusKey, VendorsTabVendorDetailLocalData, VendorsTabVendorViewUIState } from './view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewState';
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  import { fetchCompanyConfig } from './view/companyConfigView/companyConfigReducer';
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  import { getCompanyConfig } from './view/companyConfigView/companyConfigSelector';
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- import { updateCompanyHealth, updateCompaniesHealth } from './entity/companyHealthMetric/companyHealthMetricReducer';
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- import { CompanyHealthMetric, VerticalProductServices, CompanyRunway, LastEngagement } from './entity/companyHealthMetric/companyHealthMetricState';
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  import { CompanyHealthMetricsLocalData, CompanyHealthViewUIState } from './view/companyHealthMetricView/companyHealthMetricView';
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  import { clearCompanyHealthMetricView, fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateLocalStore as updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState } from './view/companyHealthMetricView/companyHealthMetricViewReducer';
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  import { CompanyDetailWithHealthMetric, CompanyHealthMetricDropDownOption, CompanyHealthMetricViewSelector, ProductServiceKey, ProductServices, companyHealthMetricDropDownOptions, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, isCompanyRunwayInfinite } from './view/companyHealthMetricView/companyHealthMetricViewSelector';
package/lib/index.js CHANGED
@@ -186,6 +186,9 @@ Object.defineProperty(exports, "getCompanyInfoForAllCockpitCompaniesInState", {
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  Object.defineProperty(exports, "getControllersForCompany", { enumerable: true, get: function () { return companySelector_1.getControllersForCompany; } });
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  const companyStateTypes_1 = require("./entity/company/companyStateTypes");
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  Object.defineProperty(exports, "ALL_ACCOUNTING_CONNECTION_CREATION_MODES", { enumerable: true, get: function () { return companyStateTypes_1.ALL_ACCOUNTING_CONNECTION_CREATION_MODES; } });
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+ const companyHealthMetricReducer_1 = require("./entity/companyHealthMetric/companyHealthMetricReducer");
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+ Object.defineProperty(exports, "updateCompaniesHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompaniesHealth; } });
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+ Object.defineProperty(exports, "updateCompanyHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompanyHealth; } });
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  const customerState_1 = require("./entity/customer/customerState");
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  Object.defineProperty(exports, "defaultCustomerCurrency", { enumerable: true, get: function () { return customerState_1.defaultCustomerCurrency; } });
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  const customerIncomeTrend_1 = require("./entity/customerIncome/customerIncomeTrend");
@@ -540,9 +543,6 @@ const companyConfigReducer_1 = require("./view/companyConfigView/companyConfigRe
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  Object.defineProperty(exports, "fetchCompanyConfig", { enumerable: true, get: function () { return companyConfigReducer_1.fetchCompanyConfig; } });
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  const companyConfigSelector_1 = require("./view/companyConfigView/companyConfigSelector");
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  Object.defineProperty(exports, "getCompanyConfig", { enumerable: true, get: function () { return companyConfigSelector_1.getCompanyConfig; } });
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- const companyHealthMetricReducer_1 = require("./entity/companyHealthMetric/companyHealthMetricReducer");
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- Object.defineProperty(exports, "updateCompanyHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompanyHealth; } });
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- Object.defineProperty(exports, "updateCompaniesHealth", { enumerable: true, get: function () { return companyHealthMetricReducer_1.updateCompaniesHealth; } });
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  const companyHealthMetricViewReducer_1 = require("./view/companyHealthMetricView/companyHealthMetricViewReducer");
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  Object.defineProperty(exports, "clearCompanyHealthMetricView", { enumerable: true, get: function () { return companyHealthMetricViewReducer_1.clearCompanyHealthMetricView; } });
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  Object.defineProperty(exports, "fetchCompanyHealthMetricView", { enumerable: true, get: function () { return companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView; } });
@@ -20,6 +20,5 @@ export interface EditCompanyHealthMetrics {
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  export interface CompanyHealthMetricsLocalData {
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  netPromoterScore?: number;
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  customerSatisfactionScore?: number;
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- finOpsEngagementFrequency?: string;
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  externalProductServiceExposure?: string;
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  }
@@ -46,7 +46,6 @@ const ALL_PRODUCT_SERVICE = [
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  // eslint-disable-next-line @typescript-eslint/no-unused-vars
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  const toProductServiceKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_PRODUCT_SERVICE);
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  const ALL_HEALTH_METRIC_KEYS = [
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- 'finOpsEngagementFrequency',
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  'externalProductServiceExposure',
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  'netPromoterScore',
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  'customerSatisfactionScore',
@@ -54,8 +53,7 @@ const ALL_HEALTH_METRIC_KEYS = [
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  // eslint-disable-next-line @typescript-eslint/no-unused-vars
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  const toHealthMetricKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_HEALTH_METRIC_KEYS);
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  const toCompanyHealthMetricEntityType = (key) => {
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- if (key === 'finOpsEngagementFrequency' ||
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- key === 'externalProductServiceExposure') {
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+ if (key === 'externalProductServiceExposure') {
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  return `${key}.code`;
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  }
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  else {
@@ -146,10 +144,6 @@ const hasCompanyHealthMetricFormFieldChanged = (entityData, formData) => {
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  }
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  // Define the fields to compare with their respective property paths
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  const fieldsToCompare = [
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- {
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- entityKey: toCompanyHealthMetricEntityType('finOpsEngagementFrequency'),
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- formKey: 'finOpsEngagementFrequency',
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- },
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  {
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  entityKey: toCompanyHealthMetricEntityType('externalProductServiceExposure'),
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  formKey: 'externalProductServiceExposure',
@@ -237,10 +231,6 @@ const getCategoryValueForCompany = (key, company) => {
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  return company.companyHealthMetric.externalProductServiceExposure != null
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  ? company.companyHealthMetric.externalProductServiceExposure.code
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  : undefined;
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- case 'finOpsEngagementFrequency':
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- return company.companyHealthMetric.finOpsEngagementFrequency != null
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- ? company.companyHealthMetric.finOpsEngagementFrequency.code
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- : undefined;
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  case 'companyEngagementMetricsUpdatedAt':
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  return ((_d = company.companyHealthMetric.companyEngagementMetricsUpdatedAt) !== null && _d !== void 0 ? _d : undefined);
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  case 'companyGroupId':
@@ -430,14 +420,6 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
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  companiesWithNoSortKeyValues.push(company);
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  }
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  break;
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- case 'finOpsEngagementFrequency':
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- if (company.companyHealthMetric.finOpsEngagementFrequency != null) {
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- companiesWithSortKeyValues.push(company);
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- }
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- else {
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- companiesWithNoSortKeyValues.push(company);
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- }
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- break;
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  case 'companyEngagementMetricsUpdatedAt':
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  if (company.companyHealthMetric.companyEngagementMetricsUpdatedAt != null) {
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  companiesWithSortKeyValues.push(company);
@@ -496,10 +478,6 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
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  null
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  ? getSortOrderForFrequency(company.companyHealthMetric.externalProductServiceExposure.code.toLowerCase())
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  : MAX_FREQUENCY_VALUE;
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- case 'finOpsEngagementFrequency':
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- return company.companyHealthMetric.finOpsEngagementFrequency != null
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- ? getSortOrderForFrequency(company.companyHealthMetric.finOpsEngagementFrequency.code.toLowerCase())
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- : MAX_FREQUENCY_VALUE;
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  case 'companyEngagementMetricsUpdatedAt':
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  return ((_h = company.companyHealthMetric.companyEngagementMetricsUpdatedAt) !== null && _h !== void 0 ? _h : DEFAULT_DATE);
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  case 'monthlyRecurringRevenue':
@@ -12,13 +12,12 @@ const initializeCompanyHealthMetricViewLocalDataEpic = (actions$, state$) => act
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  const { companyHealthMetricState } = state;
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  const companyHealthMetric = (0, companyHealthMetricSelector_1.getCompanyHealthMetricByCompanyId)(companyHealthMetricState, companyId);
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  if (companyHealthMetric != null) {
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- const { netPromoterScore, finOpsEngagementFrequency, externalProductServiceExposure, customerSatisfactionScore, } = companyHealthMetric;
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+ const { netPromoterScore, externalProductServiceExposure, customerSatisfactionScore, } = companyHealthMetric;
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  companyHealthMetricActions.push((0, companyHealthMetricViewReducer_1.updateLocalStore)({
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  companyId,
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  updatedLocalData: {
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  netPromoterScore,
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  customerSatisfactionScore,
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- finOpsEngagementFrequency: finOpsEngagementFrequency === null || finOpsEngagementFrequency === void 0 ? void 0 : finOpsEngagementFrequency.code,
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  externalProductServiceExposure: externalProductServiceExposure === null || externalProductServiceExposure === void 0 ? void 0 : externalProductServiceExposure.code,
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  },
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  }));
@@ -11,12 +11,11 @@ const saveCompanyHealthMetricByIdEpic = (actions$, _state$, zeniAPI) => actions$
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  const companyId = action.payload;
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  const { companyHealthMetricViewState } = _state$.value;
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  const companyHealthMetricData = companyHealthMetricViewState.companyHealthMetricUpdateStatusById[companyId];
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- const { netPromoterScore, externalProductServiceExposure, finOpsEngagementFrequency, customerSatisfactionScore, } = companyHealthMetricData.companyHealthMetricLocalData;
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+ const { netPromoterScore, externalProductServiceExposure, customerSatisfactionScore, } = companyHealthMetricData.companyHealthMetricLocalData;
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  return zeniAPI
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  .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-health-metrics/${companyId}`, {
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  net_promoter_score: Boolean(netPromoterScore) === true ? netPromoterScore : null,
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  external_product_service_exposure: externalProductServiceExposure,
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- finops_engagement_frequency: finOpsEngagementFrequency,
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  customer_satisfaction_score: Boolean(customerSatisfactionScore) === true
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  ? customerSatisfactionScore
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  : null,
@@ -6,7 +6,7 @@ import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
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  export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "companyName" | "cashBalance" | "revenues" | "netIncome";
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  export declare const toManagementSortKeyType: (v: string) => "status" | "group" | "bookCloseDate" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "monthlyRecurringRevenue" | "companyName" | "taxStatus" | "notes" | "plans" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
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  export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "bankAccountLinked" | "qboLinked" | "identityVerified" | "businessVerified" | "groupCreated" | "customerCreated" | "enroller" | "invite" | "latestCreated";
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- 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";
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+ export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyName" | "companyEngagementMetricsUpdatedAt" | "netPromoterScore" | "customerSatisfactionScore" | "externalProductServiceExposure" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
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  export declare const toTaskManagerSortKeyType: (v: string) => "name" | "priority" | "status" | "dueDate" | "tags" | "createdBy" | "taskName" | "assignee";
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  export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
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  export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
@@ -16,7 +16,7 @@ export type TaskManagerViewSortKey = ReturnType<typeof toTaskManagerSortKeyType>
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  export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
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  export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
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  export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
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- export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'finOpsEngagementFrequency' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
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+ export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
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  export interface CockpitFilterCategory {
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  field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
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  matchingOperator: 'equal' | 'not-equal';
@@ -48,7 +48,6 @@ const ALL_HEALTH_SORT_KEYS = [
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  'issues',
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  'group',
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  'externalProductServiceExposure',
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- 'finOpsEngagementFrequency',
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  'companyEngagementMetricsUpdatedAt',
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  'monthlyRecurringRevenue',
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  'productVerticals',
@@ -13,10 +13,9 @@ const zeniDayJS_1 = require("../../../../zeniDayJS");
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  const helpers_1 = require("../../helpers");
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  const spendManagementFilterHelpers_1 = require("../../spendManagementFilterHelpers");
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  const billPayConfigSelector_1 = require("../billPayConfig/billPayConfigSelector");
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- const billPayConfigState_1 = require("../billPayConfig/billPayConfigState");
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  const billListState_1 = require("./billListState");
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  const getBillList = (state, currentTimePeriod, isBulkActionFeatureEnabled, loggedInUserId) => {
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- var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v;
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+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
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  const { billListState, billTransactionState, billPayConfigState, entityApprovalStatusState, userState, recurringBillState, billsBulkActionViewState, } = state;
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  const key = (0, billListState_1.getBillListKey)(currentTimePeriod, billListState.currentTab);
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  const pendingApprovalKey = (0, billListState_1.getBillListKey)(currentTimePeriod, 'pending_approval');
@@ -157,12 +156,7 @@ const getBillList = (state, currentTimePeriod, isBulkActionFeatureEnabled, logge
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  sortKey: 'name',
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  sortOrder: 'ascending',
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  };
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- const isWireActiveForCurrentTenant = (_p = (_o = (0, billPayConfigSelector_1.getBillPayConfigByKey)(billPayConfigState, (0, billPayConfigState_1.getBillPayConfigMethodKey)('wire', 'usDomestic', 'paymentAccount') //TBR
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- )) === null || _o === void 0 ? void 0 : _o.isEnabled) !== null && _p !== void 0 ? _p : false;
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- const isAchActiveForCurrentTenant = ((_r = (_q = (0, billPayConfigSelector_1.getBillPayConfigByKey)(billPayConfigState, (0, billPayConfigState_1.getBillPayConfigMethodKey)('ach', 'standard', 'paymentAccount'))) === null || _q === void 0 ? void 0 : _q.isEnabled) !== null && _r !== void 0 ? _r : false) ||
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- ((_t = (_s = (0, billPayConfigSelector_1.getBillPayConfigByKey)(billPayConfigState, (0, billPayConfigState_1.getBillPayConfigMethodKey)('ach', 'sameDay', 'paymentAccount'))) === null || _s === void 0 ? void 0 : _s.isEnabled) !== null && _t !== void 0 ? _t : false);
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- const isOfflinePaymentsActive = (_v = (_u = (0, billPayConfigSelector_1.getBillPayConfigByKey)(billPayConfigState, (0, billPayConfigState_1.getBillPayConfigMethodKey)('outside-zeni', 'outsideZeni'))) === null || _u === void 0 ? void 0 : _u.isEnabled) !== null && _v !== void 0 ? _v : false;
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- const allSubTabs = getAllSubTabs(billListState.currentTab, isWireActiveForCurrentTenant, isAchActiveForCurrentTenant, isOfflinePaymentsActive);
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+ const allSubTabs = getAllSubTabs(billListState.currentTab);
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  const loweredSearchText = billListState.searchText.trim().toLowerCase();
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  transactionsView = (0, exports.getBillListOnSort)(sortKey, sortOrder, billListState.currentTab, transactionsView.filter((transaction) => {
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  var _a, _b, _c;
@@ -268,7 +262,7 @@ const getBillList = (state, currentTimePeriod, isBulkActionFeatureEnabled, logge
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  };
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  };
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  exports.getBillList = getBillList;
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- const getAllSubTabs = (selectedTab, isWireActive, isAchActive, isOfflinePaymentsActive) => {
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+ const getAllSubTabs = (selectedTab) => {
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  switch (selectedTab) {
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  case 'draft':
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  return ['all', 'overdue'];
@@ -284,25 +278,9 @@ const getAllSubTabs = (selectedTab, isWireActive, isAchActive, isOfflinePayments
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  case 'scheduled':
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  return ['all', 'failed', 'cancelled', 'deleted'];
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  case 'paid':
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- return getAllPaidSubTabs(isWireActive, isAchActive, isOfflinePaymentsActive);
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+ return ['all', 'ach', 'wire', 'offline', 'deleted'];
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  }
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  };
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- const getAllPaidSubTabs = (isWireActive, isAchActive, isOfflinePaymentsActive) => {
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- let paidSubTabs = [];
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- if (isAchActive) {
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- paidSubTabs.push('ach');
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- }
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- if (isWireActive) {
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- paidSubTabs.push('wire');
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- }
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- if (isOfflinePaymentsActive) {
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- paidSubTabs.push('offline');
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- }
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- if (paidSubTabs.length > 0) {
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- paidSubTabs = ['all', ...paidSubTabs, 'deleted'];
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- }
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- return paidSubTabs;
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- };
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  const getApproversOrRejectors = (billTransaction, entityApprovalStatusState, userState) => {
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  const approvers = {
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  users: [],
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@zeniai/client-epic-state",
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- "version": "4.14.49",
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+ "version": "4.14.51",
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  "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
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  "main": "lib/index.js",
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  "types": "lib/index.d.ts",