@zeniai/client-epic-state 4.18.86 → 4.18.87

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

@@ -19,11 +19,12 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
 }, "reviewCompanyView/updateImproveUsingZeniGPTSuccess", never, never>, updateImproveUsingZeniGPTFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[status: ZeniAPIStatus<Record<string, unknown>>, companyId: string], {
     status: ZeniAPIStatus<Record<string, unknown>>;
     companyId: string;
-}, "reviewCompanyView/updateImproveUsingZeniGPTFailure", never, never>, fetchCompanyMonthEndReportView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride: any, companyId: string, tenantId?: string | undefined, insightDate?: string | undefined], {
+}, "reviewCompanyView/updateImproveUsingZeniGPTFailure", never, never>, fetchCompanyMonthEndReportView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride: any, companyId: string, tenantId?: string | undefined, insightDate?: string | undefined, refreshInsights?: boolean | undefined], {
     cacheOverride: any;
     companyId: string;
     tenantId: string | undefined;
     insightDate: string | undefined;
+    refreshInsights: boolean | undefined;
 }, "reviewCompanyView/fetchCompanyMonthEndReportView", never, never>, updateCompanyMonthEndReportViewOnSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, data: CompanyMonthEndReportViewPayload], {
     companyId: string;
     data: CompanyMonthEndReportViewPayload;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -48,8 +48,16 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
     initialState: exports.initialState,
     reducers: {
         fetchCompanyMonthEndReportView: {
-            prepare(cacheOverride = true, companyId, tenantId, insightDate) {
-                return { payload: { cacheOverride, companyId, tenantId, insightDate } };
+            prepare(cacheOverride = true, companyId, tenantId, insightDate, refreshInsights) {
+                return {
+                    payload: {
+                        cacheOverride,
+                        companyId,
+                        tenantId,
+                        insightDate,
+                        refreshInsights,
+                    },
+                };
             },
             reducer(draft, action) {
                 const companyId = action.payload.companyId;

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

@@ -7,15 +7,13 @@ const fileReducer_1 = require("../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const fetchCompanyMonthEndReportViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView.match), (0, operators_1.switchMap)((action) => {
-    const { cacheOverride, companyId, tenantId, insightDate } = action.payload;
+    const { cacheOverride, companyId, tenantId, refreshInsights, insightDate } = action.payload;
     const state = state$.value;
     const fetchState = state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].fetchState;
     const zeniTenantId = tenantId !== null && tenantId !== void 0 ? tenantId : state.companyState.companiesById[companyId].companyInfo.tenantId;
     if (zeniTenantId != null &&
         (cacheOverride === true || fetchState !== 'Completed')) {
-        const queryParam = {
-            insight_date: insightDate !== null && insightDate !== void 0 ? insightDate : null,
-        };
+        const queryParam = Object.assign({ insight_date: insightDate !== null && insightDate !== void 0 ? insightDate : null }, (refreshInsights === true && { refresh_insights: refreshInsights }));
         const apiUrl = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}/emails/month-end?query=${encodeURIComponent(JSON.stringify(queryParam))}`;
         return zeniAPI
             .getJSON(apiUrl, {

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

@@ -1,12 +1,12 @@
 import { DashboardState } from './dashboardState';
 export declare const initialState: DashboardState;
-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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card")[] | 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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[] | undefined], {
     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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card")[];
+    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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card")[];
 }, "dashboard/fetchDashboard", never, never>, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

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

@@ -1,6 +1,7 @@
 import { ReportID, SelectorReport, SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { TenantsOrdered } from '../../entity/tenant/tenantSelector';
 import { LoggedInUser, Tenant } from '../../entity/tenant/tenantState';
+import { RoleMap } from '../../entity/userRole/userRoleType';
 import { RootState } from '../../reducer';
 import { CardType } from './dashboardState';
 export interface DashboardReport extends SelectorReport {
@@ -11,4 +12,4 @@ export interface DashboardReport extends SelectorReport {
     currentTenant?: Tenant;
 }
 export declare const getDashboard: (state: RootState, additionalExcludedReports: ReportID[], // used when reports are excluded through statsig
-signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean, isDebitCardFeatureEnabled: boolean) => DashboardReport;
+signedInUser: LoggedInUser | undefined, isExpenseAutomationFeatureEnabledV2: boolean, isExpenseAutomationFeatureEnabled: boolean, isDebitCardFeatureEnabled: boolean, isTreasuryFeatureEnabled: boolean, userRoleMap?: RoleMap) => DashboardReport;

package/lib/view/dashboard/dashboardSelector.js

@@ -45,8 +45,8 @@ const tenantSelector = (0, toolkit_1.createSelector)(tenantSelector_1.getTenants
 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, dashboardLayoutSelector_1.getDashboardCardsOrdered, (state) => {
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     return (0, monthEndCloseChecksViewSelector_1.getMonthEndCloseChecksViewByTenantId)(state, currentTenant.tenantId);
-}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isDebitCardFeatureEnabled) => isDebitCardFeatureEnabled, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isDebitCardFeatureEnabled) => {
-    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y;
+}, (state) => state.tenantState, (_state, additionalExcludedReports) => additionalExcludedReports, (_state, _additionalExcludedReports, signedInUser) => signedInUser, (_state, _excluded, _signedInUser, isExpenseAutomationFeatureEnabledV2) => isExpenseAutomationFeatureEnabledV2, (_state, _excluded, _signedInUser, _enabledV2, isExpenseAutomationFeatureEnabled) => isExpenseAutomationFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, isDebitCardFeatureEnabled) => isDebitCardFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, _debitEnabled, isTreasuryFeatureEnabled) => isTreasuryFeatureEnabled, (_state, _excluded, _signedInUser, _enabledV2, _enabled, _debitEnabled, _treasuryEnabled, userRoleMap) => userRoleMap, (tenants, cardBalance, cashBalance, opEx, revenue, topEx, netBurnOrIncome, netBurnOrIncomeStoryCard, cashPosition, cashInCashOut, insightsView, companyPassportView, tasksCard, billPayCard, reimbursementCard, apAgingReport, arAgingReport, zeniAccountsPromoCard, rewardsPlanCard, cards, monthEndCloseChecksView, tenantState, additionalExcludedReports, signedInUser, isExpenseAutomationFeatureEnabledV2, isExpenseAutomationFeatureEnabled, isDebitCardFeatureEnabled, isTreasuryFeatureEnabled, userRoleMap) => {
+    var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w, _x, _y, _z, _0;
     const isReimbursementFeatureEnabled = (_a = tenants.currentTenant.company) === null || _a === void 0 ? void 0 : _a.featuresActivationInfo.isReimbursementFeatureEnabled;
     const isBillPayFeatureEnabled = (_b = tenants.currentTenant.company) === null || _b === void 0 ? void 0 : _b.featuresActivationInfo.isBillPayFeatureEnabled;
     const isAdmin = Boolean((_c = tenants.currentTenant) === null || _c === void 0 ? void 0 : _c.userRole) === true
@@ -61,20 +61,20 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
     const cardsToRemove = new Set();
     const chargeCardInfo = (_l = tenants.currentTenant.companyChargeCardInfo) === null || _l === void 0 ? void 0 : _l.info;
     const creditAccountLimit = (_m = chargeCardInfo === null || chargeCardInfo === void 0 ? void 0 : chargeCardInfo.chargeCardsCreditAccountLimit) !== null && _m !== void 0 ? _m : 0;
-    let isZeniPromoCardOn3rdPosition = true;
+    let isZeniPromoCardOn4thPosition = true;
     const isChargeCardEnabled = (_o = chargeCardInfo === null || chargeCardInfo === void 0 ? void 0 : chargeCardInfo.isChargeCardEnabled) !== null && _o !== void 0 ? _o : false;
     if (cardBalance != null &&
         cardBalance.fetchState === 'Completed' &&
         (cardBalance.accountsInOrder.length === 0 ||
             ((_p = cardBalance.status) === null || _p === void 0 ? void 0 : _p.code) !== 200)) {
         cardsToRemove.add('card_balance');
-        isZeniPromoCardOn3rdPosition = false;
+        isZeniPromoCardOn4thPosition = false;
     }
     else if (isChargeCardEnabled ||
         creditAccountLimit === -1 ||
         (isDebitCardFeatureEnabled && creditAccountLimit === 0)) {
         cardsToRemove.add('zeni_promo_card');
-        isZeniPromoCardOn3rdPosition = false;
+        isZeniPromoCardOn4thPosition = false;
     }
     if (hasTopExAccess === false) {
         cardsToRemove.add('top_expenses');
@@ -166,7 +166,7 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
     }
     // //show cards carousel as priority, if ZC promo is coming in 2nd position, follow show promos based on Checking promo > Bills & Reimbursement promo
     // //else if ZC promo is coming in 3rd position, follow ZC promo > Checking promo > Bills & Reimbursement promo
-    if (isZeniPromoCardOn3rdPosition) {
+    if (isZeniPromoCardOn4thPosition) {
         cardsToRemove.add('bill_pay_promo_card');
         cardsToRemove.add('reimbursement_promo_card');
         cardsToRemove.add('zeni_accounts_promo_card');
@@ -181,6 +181,14 @@ exports.getDashboard = (0, toolkit_1.createSelector)(tenantSelector, cardBalance
             cardsToRemove.add('zeni_accounts_promo_card');
         }
     }
+    // remove treasury promo card if its already enabled
+    const isUserHasTreasuryAccess = (0, userRoleType_1.hasTreasuryAccess)(userRoleMap);
+    const isTreasuryTOSAccepted = (_0 = (_z = tenants.currentTenant.companyTreasuryInfo) === null || _z === void 0 ? void 0 : _z.info) === null || _0 === void 0 ? void 0 : _0.isTreasuryTOSAccepted;
+    if (isTreasuryTOSAccepted === true ||
+        isTreasuryFeatureEnabled === false ||
+        isUserHasTreasuryAccess === false) {
+        cardsToRemove.add('treasury_promo_card');
+    }
     cardsCopy = cardsCopy.filter((c) => !cardsToRemove.has(c));
     const reportsInOrder = [
         cashBalance,

package/lib/view/dashboardLayout/dashboardLayoutReducer.js

@@ -6,6 +6,7 @@ const toolkit_1 = require("@reduxjs/toolkit");
 exports.defaultCardsInOrder = [
     'cash_balance',
     'card_balance',
+    'treasury_promo_card',
     'zeni_promo_card',
     'expense_automation_card',
     'zeni_accounts_promo_card',

package/lib/view/dashboardLayout/fetchDashboardLayoutEpic.js

@@ -10,7 +10,20 @@ const fetchDashboardLayoutEpic = (actions$, _, zeniAPI) => actions$.pipe((0, ope
     .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/webapp-preferences`)
     .pipe((0, operators_1.mergeMap)((response) => {
     if ((0, responsePayload_1.isSuccessResponse)(response) && response.data) {
-        return (0, rxjs_1.of)((0, dashboardLayoutReducer_1.fetchDashboardLayoutSuccess)(response.data.preferences.card_order));
+        const cardOrder = response.data.preferences
+            .card_order;
+        let updatedCardOrder = cardOrder;
+        // if treasury promo card is not in the response, add it at third position
+        // and update in the backend
+        if (cardOrder.includes('treasury_promo_card') === false) {
+            updatedCardOrder = [
+                ...cardOrder.slice(0, 2),
+                'treasury_promo_card',
+                ...cardOrder.slice(2),
+            ];
+            return (0, rxjs_1.of)((0, dashboardLayoutReducer_1.updateDashboardLayout)(updatedCardOrder));
+        }
+        return (0, rxjs_1.of)((0, dashboardLayoutReducer_1.fetchDashboardLayoutSuccess)(updatedCardOrder));
     }
     else {
         const shouldCallPost = response.status.code === 404;

package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -48,7 +48,7 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
             ]);
         case 'month_end_insights':
             return (0, rxjs_1.from)([
-                (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId, undefined),
+                (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId, undefined, true),
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportTemplates)(companyId, currentTenant.tenantId),
             ]);
         case 'reconciliation': {

package/lib/view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic.d.ts

@@ -4,6 +4,6 @@ import { removeTransactionCategorization } from '../../../../entity/transaction/
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
-import { markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateTotalCountForTransactionCategorization } from '../../reducers/transactionsViewReducer';
-export type ActionType = ReturnType<typeof removeTransactionCategorization> | ReturnType<typeof openSnackbar> | ReturnType<typeof markTransactionAsNotMiscategorized> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof updateStatusForTransactionNotMiscategorizedUpdateForCategorization> | ReturnType<typeof updateTotalCountForTransactionCategorization>;
+import { fetchTransactionCategorizationView, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateTotalCountForTransactionCategorization } from '../../reducers/transactionsViewReducer';
+export type ActionType = ReturnType<typeof removeTransactionCategorization> | ReturnType<typeof openSnackbar> | ReturnType<typeof markTransactionAsNotMiscategorized> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof updateStatusForTransactionNotMiscategorizedUpdateForCategorization> | ReturnType<typeof updateTotalCountForTransactionCategorization> | ReturnType<typeof fetchTransactionCategorizationView>;
 export declare const markTransactionAsNotMiscategorizedEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;

package/lib/view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic.js

@@ -13,12 +13,11 @@ const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transa
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.markTransactionAsNotMiscategorized.match), (0, operators_1.mergeMap)((action) => {
     const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
-    const transactionsInReview = action.payload.transactionsInReview;
+    const { transactionsInReview, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const transactionsSuccess = transactionsInReview.transactions_update_success;
     const transactionsFailed = transactionsInReview.transactions_update_failed;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
     const selectedPeriod = expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
-    const { selectedTab } = action.payload;
     const otherTab = selectedTab === 'review' ? 'autoCategorized' : 'review';
     const currentTabViewState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
     const otherTabViewState = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab];
@@ -102,6 +101,18 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
                         transactionIds: transactionsToRemoveFromEntity,
                     }));
                 }
+                // refetch review tab refresh fetch state to let it auto refresh
+                if (selectedTab === 'autoCategorized' &&
+                    Object.keys(failedLineItemsByTransactionId).length > 0) {
+                    const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
+                    const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
+                    const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
+                    if (timePeriodStart != null && timePeriodEnd != null) {
+                        actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)('review', { start: timePeriodStart, end: timePeriodEnd }, true, // cacheOverride = true to force refresh
+                        false, undefined, undefined, true, // refreshViewInBackground
+                        false, isUncategorizedExpenseCategoryEnabled));
+                    }
+                }
                 actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
                     selectedPeriod,
                     selectedTab,

package/lib/view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic.js

@@ -12,7 +12,7 @@ const accountListSelector_1 = require("../../../accountList/accountListSelector"
 const saveTransactionHelper_1 = require("../../helpers/saveTransactionHelper");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.saveTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
-    const { transactionIds, cotTrackingByTransactionId, selectedTab } = action.payload;
+    const { transactionIds, cotTrackingByTransactionId, selectedTab, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const fetchActions = [];
     const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
     const transactionSaveUpdates = [];
@@ -25,7 +25,7 @@ const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0
             transactionSaveUpdates.push((0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionCategorizationLocalData)(localData, transaction, uncategorizedIncomeExpense));
         }
     });
-    fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId));
+    fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled));
     return (0, rxjs_1.from)(fetchActions);
 }));
 exports.saveTransactionCategorizationEpic = saveTransactionCategorizationEpic;

package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -21,7 +21,7 @@ const vendorSelector_1 = require("../../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../../responsePayload");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.updateTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
-    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, } = action.payload;
+    const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
     const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
     return zeniAPI
@@ -30,7 +30,7 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const transactionsInReview = response.data;
             const actions = [];
-            actions.push((0, transactionsViewReducer_1.markTransactionAsNotMiscategorized)(selectedTab, transactionsInReview), (0, transactionsViewReducer_1.updateTransactionCategorizationSaveStatus)(selectedTab, 'Completed', (0, responsePayload_1.createZeniAPIStatus)('Completed', 'Transaction categorization updated successfully')));
+            actions.push((0, transactionsViewReducer_1.markTransactionAsNotMiscategorized)(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled), (0, transactionsViewReducer_1.updateTransactionCategorizationSaveStatus)(selectedTab, 'Completed', (0, responsePayload_1.createZeniAPIStatus)('Completed', 'Transaction categorization updated successfully')));
             return (0, rxjs_1.from)(actions);
         }
         else {

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts

@@ -51,24 +51,27 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
     selectedPeriod: MonthYearPeriod;
     selectedTab: TransactionsTab;
     status: ZeniAPIStatus;
-}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
+}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
-}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
+}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionIds: string[];
     transactionSaveUpdates: TransactionSaveUpdates[];
     cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
 }, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
     newSelectedTab: "review" | "autoCategorized";
 }, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     selectedTab: "review" | "autoCategorized";
     fetchState: FetchState;
     error: ZeniAPIStatus<Record<string, unknown>> | undefined;
-}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload], {
+}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
     selectedTab: "review" | "autoCategorized";
     transactionsInReview: UpdateTransactionCategorizationResponsePayload;
+    isUncategorizedExpenseCategoryEnabled: boolean | undefined;
 }, "expenseAutomationTransactionsView/markTransactionAsNotMiscategorized", never, never>, updateStatusForTransactionNotMiscategorizedUpdateForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", uncheckTransactionIds: string[], removeTransactionIdsFromSelectedPeriod: string[], selectedPeriod: MonthYearPeriod, fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined, updateLineItemsByTransactionId?: Record<string, string[]> | undefined], {
     removeTransactionIdsFromSelectedPeriod: string[];
     selectedPeriod: MonthYearPeriod;

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -228,12 +228,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             }
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId) {
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
+                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -258,13 +259,14 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     fetchState: 'In-Progress',
                 };
             },
-            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId) {
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
                         cotTrackingByTransactionId,
+                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -535,11 +537,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     error: undefined,
                 };
             },
-            prepare(selectedTab, transactionsInReview) {
+            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
+                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

package/lib/view/financeStatement/financeStatementReducer.d.ts

@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
     firstMonthOfFY: Month;
     maxNumOfPeriodsToHighlight: number;
     thisPeriod: TimeframeTick;
-}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     additionalBalances: COABalanceType[];
     coaBalances: COABalance[];
     firstMonthOfFY: Month;

package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts

@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
 import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
 export declare const initialState: GlobalMerchantViewState;
-export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | undefined], {
+export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined], {
     merchantId: string | undefined;
-    context: "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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | undefined;
+    context: "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" | "zeni_treasury" | "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" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | undefined;
 }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     merchantId: ID;
 }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

package/lib/view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic.d.ts

@@ -0,0 +1,7 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchMonthClosePerformanceTrend, updateMonthClosePerformanceTrend, updateMonthClosePerformanceTrendFetchStatus } from '../monthEndCloseChecksViewReducer';
+export type ActionType = ReturnType<typeof fetchMonthClosePerformanceTrend> | ReturnType<typeof updateMonthClosePerformanceTrendFetchStatus> | ReturnType<typeof updateMonthClosePerformanceTrend>;
+export declare const fetchMonthClosePerformanceTrendEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/monthEndCloseChecksView/epics/fetchMonthClosePerformanceTrendEpic.js

@@ -0,0 +1,47 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchMonthClosePerformanceTrendEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const monthEndCloseChecksViewReducer_1 = require("../monthEndCloseChecksViewReducer");
+const fetchMonthClosePerformanceTrendEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(monthEndCloseChecksViewReducer_1.fetchMonthClosePerformanceTrend.match), (0, operators_1.switchMap)((action) => {
+    const { period } = action.payload;
+    const month = String(period.month).padStart(2, '0');
+    const queryParam = {
+        month_and_year: `${month}-${period.year}`,
+    };
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/month-close/performance-trend?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (response.data != null) {
+            const actions = [
+                (0, monthEndCloseChecksViewReducer_1.updateMonthClosePerformanceTrend)({
+                    performanceTrend: response.data.performance_trend,
+                    period,
+                }),
+            ];
+            return (0, rxjs_1.from)(actions);
+        }
+        else {
+            const actions = [
+                (0, monthEndCloseChecksViewReducer_1.updateMonthClosePerformanceTrendFetchStatus)({
+                    period,
+                    fetchState: 'Error',
+                    error: response.status,
+                }),
+            ];
+            return (0, rxjs_1.from)(actions);
+        }
+    }), (0, operators_1.catchError)((error) => {
+        const actions = [
+            (0, monthEndCloseChecksViewReducer_1.updateMonthClosePerformanceTrendFetchStatus)({
+                period,
+                fetchState: 'Error',
+                error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected error', `Fetch Month close performance trend REST API call errored out:  ${JSON.stringify(error)}`),
+            }),
+        ];
+        return (0, rxjs_1.from)(actions);
+    }));
+}));
+exports.fetchMonthClosePerformanceTrendEpic = fetchMonthClosePerformanceTrendEpic;

package/lib/view/monthEndCloseChecksView/epics/fetchMonthEndCloseChecksEpic.js

@@ -8,7 +8,7 @@ const responsePayload_1 = require("../../../responsePayload");
 const monthEndCloseChecksViewReducer_1 = require("../monthEndCloseChecksViewReducer");
 const fetchMonthEndCloseChecksEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks.match), (0, operators_1.switchMap)((action) => {
     const { period, tenantId, refreshViewInBackground } = action.payload;
-    const month = period.month < 10 ? `0${period.month}` : period.month;
+    const month = String(period.month).padStart(2, '0');
     const queryParam = {
         month_and_year: `${month}-${period.year}`,
         history_month_and_year_flag: true,

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

@@ -1,3 +1,11 @@
 import { MonthEndCloseChecksPayload } from '../../entity/monthEndCloseChecks/monthEndCloseChecksPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
 export type FetchMonthEndCloseChecksResponse = ZeniAPIResponse<MonthEndCloseChecksPayload>;
+export type MonthClosePerformanceTrendPayload = {
+    audit_score_percentage: number;
+    month_and_year: string;
+};
+export interface MonthClosePerformanceTrendResponsePayload {
+    performance_trend: MonthClosePerformanceTrendPayload[];
+}
+export type FetchMonthClosePerformanceTrendResponse = ZeniAPIResponse<MonthClosePerformanceTrendResponsePayload>;

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

@@ -1,6 +1,7 @@
 import { FetchState, ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
 import { ZeniAPIStatus } from '../../responsePayload';
+import { MonthClosePerformanceTrendPayload } from './monthEndCloseChecksViewPayload';
 import { MonthEndCloseChecksViewState } from './monthEndCloseChecksViewState';
 export declare const initialState: MonthEndCloseChecksViewState;
 export declare const fetchMonthEndCloseChecks: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -13,6 +14,15 @@ export declare const fetchMonthEndCloseChecks: import("@reduxjs/toolkit").Action
     refreshViewInBackground: boolean;
     tenantId: ID;
     error?: ZeniAPIStatus;
-}, "monthEndCloseChecksView/updateMonthEndCloseChecksView">, clearAllMonthEndCloseChecksView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"monthEndCloseChecksView/clearAllMonthEndCloseChecksView">;
+}, "monthEndCloseChecksView/updateMonthEndCloseChecksView">, clearAllMonthEndCloseChecksView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"monthEndCloseChecksView/clearAllMonthEndCloseChecksView">, fetchMonthClosePerformanceTrend: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: MonthYearPeriod], {
+    period: MonthYearPeriod;
+}, "monthEndCloseChecksView/fetchMonthClosePerformanceTrend", never, never>, updateMonthClosePerformanceTrend: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    performanceTrend: MonthClosePerformanceTrendPayload[];
+    period: MonthYearPeriod;
+}, "monthEndCloseChecksView/updateMonthClosePerformanceTrend">, updateMonthClosePerformanceTrendFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    fetchState: FetchState;
+    period: MonthYearPeriod;
+    error?: ZeniAPIStatus;
+}, "monthEndCloseChecksView/updateMonthClosePerformanceTrendFetchStatus">;
 declare const _default: import("redux").Reducer<MonthEndCloseChecksViewState>;
 export default _default;

package/lib/view/monthEndCloseChecksView/monthEndCloseChecksViewReducer.js

@@ -1,14 +1,18 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearAllMonthEndCloseChecksView = exports.updateMonthEndCloseChecksView = exports.fetchMonthEndCloseChecks = exports.initialState = void 0;
+exports.updateMonthClosePerformanceTrendFetchStatus = exports.updateMonthClosePerformanceTrend = exports.fetchMonthClosePerformanceTrend = exports.clearAllMonthEndCloseChecksView = exports.updateMonthEndCloseChecksView = exports.fetchMonthEndCloseChecks = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const formatZeniDateFY_1 = require("../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
+const zeniDayJS_1 = require("../../zeniDayJS");
 exports.initialState = {
     monthEndCloseChecksViewByTenantId: {},
     refreshStatus: {
         fetchState: 'Not-Started',
     },
+    monthClosePerformanceTrend: {},
+    monthClosePerformanceTrendFetchStatus: {},
 };
 const monthEndCloseChecksView = (0, toolkit_1.createSlice)({
     name: 'monthEndCloseChecksView',
@@ -40,10 +44,50 @@ const monthEndCloseChecksView = (0, toolkit_1.createSlice)({
                 draft.refreshStatus.fetchState = 'Completed';
             }
         },
+        fetchMonthClosePerformanceTrend: {
+            prepare(period) {
+                return { payload: { period } };
+            },
+            reducer(draft, action) {
+                const { period } = action.payload;
+                draft.monthClosePerformanceTrendFetchStatus[(0, timePeriod_1.toMonthYearPeriodId)(period)] = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        updateMonthClosePerformanceTrend(draft, action) {
+            const { performanceTrend, period } = action.payload;
+            draft.monthClosePerformanceTrend[(0, timePeriod_1.toMonthYearPeriodId)(period)] = [];
+            performanceTrend.forEach((curr) => {
+                const parsedDate = (0, zeniDayJS_1.date)(curr.month_and_year, formatZeniDateFY_1.MM_YYYY_FORMAT);
+                const parsedPeriod = {
+                    month: (0, timePeriod_1.toMonth)(parsedDate.month() + 1),
+                    year: parsedDate.year(),
+                };
+                draft.monthClosePerformanceTrend[(0, timePeriod_1.toMonthYearPeriodId)(period)].push({
+                    auditScore: curr.audit_score_percentage,
+                    period: parsedPeriod,
+                });
+            });
+            draft.monthClosePerformanceTrendFetchStatus[(0, timePeriod_1.toMonthYearPeriodId)(period)] =
+                {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+        },
+        updateMonthClosePerformanceTrendFetchStatus(draft, action) {
+            const { period, fetchState, error } = action.payload;
+            draft.monthClosePerformanceTrendFetchStatus[(0, timePeriod_1.toMonthYearPeriodId)(period)] =
+                {
+                    fetchState,
+                    error,
+                };
+        },
         clearAllMonthEndCloseChecksView(draft) {
-            draft.monthEndCloseChecksViewByTenantId = {};
+            Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = monthEndCloseChecksView.actions, exports.fetchMonthEndCloseChecks = _a.fetchMonthEndCloseChecks, exports.updateMonthEndCloseChecksView = _a.updateMonthEndCloseChecksView, exports.clearAllMonthEndCloseChecksView = _a.clearAllMonthEndCloseChecksView;
+_a = monthEndCloseChecksView.actions, exports.fetchMonthEndCloseChecks = _a.fetchMonthEndCloseChecks, exports.updateMonthEndCloseChecksView = _a.updateMonthEndCloseChecksView, exports.clearAllMonthEndCloseChecksView = _a.clearAllMonthEndCloseChecksView, exports.fetchMonthClosePerformanceTrend = _a.fetchMonthClosePerformanceTrend, exports.updateMonthClosePerformanceTrend = _a.updateMonthClosePerformanceTrend, exports.updateMonthClosePerformanceTrendFetchStatus = _a.updateMonthClosePerformanceTrendFetchStatus;
 exports.default = monthEndCloseChecksView.reducer;