@zeniai/client-epic-state 4.18.90 → 4.18.92

package/lib/view/classList/classListReducer.d.ts

@@ -2,6 +2,8 @@ import { ZeniAPIStatus } from '../../responsePayload';
 import { ClassListResponse } from './classListPayload';
 import { ClassListState } from './classListState';
 export declare const initialState: ClassListState;
-export declare const fetchClassList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"classList/fetchClassList">, updateClassList: import("@reduxjs/toolkit").ActionCreatorWithPayload<ClassListResponse, "classList/updateClassList">, updateClassListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "classList/updateClassListFailure">, clearClassList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"classList/clearClassList">;
+export declare const fetchClassList: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[isIncludeDeleted?: boolean | undefined], {
+    isIncludeDeleted: boolean;
+}, "classList/fetchClassList", never, never>, updateClassList: import("@reduxjs/toolkit").ActionCreatorWithPayload<ClassListResponse, "classList/updateClassList">, updateClassListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "classList/updateClassListFailure">, clearClassList: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"classList/clearClassList">;
 declare const _default: import("redux").Reducer<ClassListState>;
 export default _default;

package/lib/view/classList/classListReducer.js

@@ -18,9 +18,14 @@ const classList = (0, toolkit_1.createSlice)({
     name: 'classList',
     initialState: exports.initialState,
     reducers: {
-        fetchClassList(draft) {
-            draft.fetchState = 'In-Progress';
-            draft.error = undefined;
+        fetchClassList: {
+            reducer(draft) {
+                draft.fetchState = 'In-Progress';
+                draft.error = undefined;
+            },
+            prepare(isIncludeDeleted) {
+                return { payload: { isIncludeDeleted: isIncludeDeleted !== null && isIncludeDeleted !== void 0 ? isIncludeDeleted : false } };
+            },
         },
         updateClassList(draft, action) {
             var _a, _b, _c, _d;

package/lib/view/classList/fetchClassListEpic.js

@@ -6,9 +6,13 @@ const operators_1 = require("rxjs/operators");
 const classReducer_1 = require("../../entity/class/classReducer");
 const responsePayload_1 = require("../../responsePayload");
 const classListReducer_1 = require("./classListReducer");
-const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.switchMap)(() => {
+const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.switchMap)((action) => {
+    const { isIncludeDeleted } = action.payload;
+    const queryParams = isIncludeDeleted === true
+        ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`
+        : '';
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/classes`)
+        .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/classes${queryParams}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         var _a, _b;
         if ((0, responsePayload_1.isSuccessResponse)(response)) {

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.js

@@ -51,6 +51,7 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
                         ...Object.keys(failedLineItemsByTransactionId),
                     ]),
                 ];
+                const allCategorizedTransactionIds = allReviewedTransactionIds.filter((transactionId) => !(transactionId in failedLineItemsByTransactionId));
                 const transactionsToRemoveFromEntity = [];
                 const transactionsToRemoveFromTab = [];
                 const transactionsToUpdateLineItems = {};
@@ -118,7 +119,8 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
                     selectedTab,
                     totalCount: updatedTotalCount,
                 }));
-                actions.push((0, snackbarReducer_1.openSnackbar)((0, transactionCategorizationLocalDataHelper_1.getSnackbarMessageForTransactionReview)(transactionsSuccess.length, allFailedIds.length, reviewedSuccess.length)));
+                actions.push((0, snackbarReducer_1.openSnackbar)((0, transactionCategorizationLocalDataHelper_1.getSnackbarMessageForTransactionReview)(transactionsSuccess.length -
+                    allCategorizedTransactionIds.length, allFailedIds.length, allCategorizedTransactionIds.length)));
                 if (currentTenant != null) {
                     actions.push((0, monthEndCloseChecksViewReducer_1.fetchMonthEndCloseChecks)({
                         tenantId: currentTenant.tenantId,

package/lib/view/expenseAutomationView/helpers/helpers.d.ts

@@ -1,10 +1,10 @@
 import { CurrencyPayload } from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';
 import { FluxAnalysisActionQueryType, FluxAnalysisQuerySortKey, MonthBalancePayload } from '../payload/fluxAnalysisPayload';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSortKey, FluxBalancesByMonth } from '../types/fluxAnalysisViewState';
-export declare const TRANSACTION_VARIABLE_NAME = "_transaction_";
 export declare const TRANSACTION_COUNT_VARIABLE_NAME = "_transactions_count_";
-export declare const TRANSACTION_FAILED_COUNT_VARIABLE_NAME = "_transactions_failed_count_";
-export declare const TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME = "_total_transactions_count_";
+export declare const TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME = "_categorized_count_";
+export declare const TRANSACTION_UPDATED_COUNT_VARIABLE_NAME = "_updated_count_";
+export declare const TRANSACTION_FAILED_COUNT_VARIABLE_NAME = "_failed_count_";
 export declare const toBalancesByMonthFromPayload: (month1: MonthBalancePayload, month2: MonthBalancePayload, currency: CurrencyPayload) => FluxBalancesByMonth;
 export declare const toVendorFluxAnalysisSortKeyPayload: (sortKey: FluxAnalysisSortKey) => FluxAnalysisQuerySortKey;
 export declare const toVendorFluxAnalysisReviewActionPayload: (actionType: FluxAnalysisActionType) => FluxAnalysisActionQueryType;

package/lib/view/expenseAutomationView/helpers/helpers.js

@@ -1,11 +1,11 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toVendorFluxAnalysisStatusFromPayload = exports.toVendorFluxAnalysisReviewActionPayload = exports.toVendorFluxAnalysisSortKeyPayload = exports.toBalancesByMonthFromPayload = exports.TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME = exports.TRANSACTION_FAILED_COUNT_VARIABLE_NAME = exports.TRANSACTION_COUNT_VARIABLE_NAME = exports.TRANSACTION_VARIABLE_NAME = void 0;
+exports.toVendorFluxAnalysisStatusFromPayload = exports.toVendorFluxAnalysisReviewActionPayload = exports.toVendorFluxAnalysisSortKeyPayload = exports.toBalancesByMonthFromPayload = exports.TRANSACTION_FAILED_COUNT_VARIABLE_NAME = exports.TRANSACTION_UPDATED_COUNT_VARIABLE_NAME = exports.TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME = exports.TRANSACTION_COUNT_VARIABLE_NAME = void 0;
 const zeniDayJS_1 = require("../../../zeniDayJS");
-exports.TRANSACTION_VARIABLE_NAME = '_transaction_';
 exports.TRANSACTION_COUNT_VARIABLE_NAME = '_transactions_count_';
-exports.TRANSACTION_FAILED_COUNT_VARIABLE_NAME = '_transactions_failed_count_';
-exports.TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME = '_total_transactions_count_';
+exports.TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME = '_categorized_count_';
+exports.TRANSACTION_UPDATED_COUNT_VARIABLE_NAME = '_updated_count_';
+exports.TRANSACTION_FAILED_COUNT_VARIABLE_NAME = '_failed_count_';
 const toBalancesByMonthFromPayload = (month1, month2, currency) => {
     var _a, _b, _c, _d;
     return {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -16,8 +16,8 @@ export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: Su
 export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: SupportedTransactionPayload[]) => Record<string, string[]>;
 export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
 export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
-export declare const getSnackbarMessageForTransactionReview: (successCount: number, failedCount: number, reviewedSuccessCount: number) => {
-    messageSection: "transactions_reviewed" | "transaction_reviewed" | "transaction_reviewed_failed" | "transactions_reviewed_failed" | "transaction_categorized" | "transactions_categorized" | "transaction_updated" | "transactions_updated";
+export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
+    messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipts_upload" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed";
     messageText: "notification" | "failed" | "success";
     type: "error" | "success" | "info";
     variables: {

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -457,85 +457,67 @@ const mergeTabSpecificLineItems = (currentTabSpecificLineItems, selectedTab, new
     return tabSpecificLineItems;
 };
 exports.mergeTabSpecificLineItems = mergeTabSpecificLineItems;
-const getSnackbarMessageForTransactionReview = (successCount, failedCount, reviewedSuccessCount) => {
-    let messageSection = 'transaction_reviewed';
+const getSnackbarMessageForTransactionReview = (updatedCount, failedCount, categorizedCount) => {
+    let messageSection = 'transactions_categorized_updated_failed';
     let messageText = 'notification';
     let type = 'info';
     let variables = [];
-    if (successCount === 0 && failedCount > 0) {
-        messageSection =
-            failedCount > 1 ? 'transactions_reviewed' : 'transaction_reviewed';
-        messageText = 'failed';
-        type = 'error';
-        variables.push({
-            variableName: helpers_1.TRANSACTION_COUNT_VARIABLE_NAME,
-            variableValue: failedCount.toString(),
-        });
-    }
-    else if (successCount > 0 && failedCount === 0) {
-        if (reviewedSuccessCount === 0) {
-            messageSection =
-                successCount > 1 ? 'transactions_updated' : 'transaction_updated';
-            messageText = 'success';
+    if ([categorizedCount, updatedCount, failedCount].filter(count => count > 0).length === 1) {
+        messageSection = 'transaction_categorized_updated_failed';
+        let transactionCount = 0;
+        if (categorizedCount > 1 || updatedCount > 1 || failedCount > 1) {
+            messageSection = 'transactions_categorized_updated_failed';
+        }
+        if (categorizedCount > 0) {
             type = 'success';
-            variables.push({
-                variableName: helpers_1.TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME,
-                variableValue: successCount.toString(),
-            });
+            messageText = 'success';
+            transactionCount = categorizedCount;
         }
-        else {
-            messageSection =
-                reviewedSuccessCount > 1
-                    ? 'transactions_categorized'
-                    : 'transaction_categorized';
-            variables = [
-                {
-                    variableName: helpers_1.TRANSACTION_COUNT_VARIABLE_NAME,
-                    variableValue: reviewedSuccessCount.toString(),
-                },
-                {
-                    variableName: helpers_1.TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME,
-                    variableValue: successCount.toString(),
-                },
-            ];
+        else if (updatedCount > 0) {
+            type = 'info';
+            messageText = 'notification';
+            transactionCount = updatedCount;
+        }
+        else if (failedCount > 0) {
+            type = 'error';
+            messageText = 'failed';
+            transactionCount = failedCount;
         }
-    }
-    else if (successCount > 0 && failedCount > 0) {
         variables = [
             {
                 variableName: helpers_1.TRANSACTION_COUNT_VARIABLE_NAME,
-                variableValue: reviewedSuccessCount.toString(),
+                variableValue: transactionCount.toString(),
+            },
+        ];
+    }
+    else {
+        const messageSectionList = [];
+        if (categorizedCount > 0) {
+            messageSectionList.push(categorizedCount > 1
+                ? "transactionsCategorized"
+                : "transactionCategorized");
+        }
+        if (updatedCount > 0) {
+            messageSectionList.push(updatedCount > 1 ? "transactionsUpdated" : "transactionUpdated");
+        }
+        if (failedCount > 0) {
+            messageSectionList.push(failedCount > 1 ? "transactionsFailed" : "transactionFailed");
+        }
+        messageSection = messageSectionList.join("_");
+        variables = [
+            {
+                variableName: helpers_1.TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME,
+                variableValue: categorizedCount.toString(),
+            },
+            {
+                variableName: helpers_1.TRANSACTION_UPDATED_COUNT_VARIABLE_NAME,
+                variableValue: updatedCount.toString(),
             },
             {
                 variableName: helpers_1.TRANSACTION_FAILED_COUNT_VARIABLE_NAME,
                 variableValue: failedCount.toString(),
             },
         ];
-        if (failedCount === 1 && reviewedSuccessCount === 1) {
-            messageSection = 'transaction_reviewed';
-        }
-        else if (failedCount === 1 && reviewedSuccessCount > 1) {
-            messageSection = 'transactions_reviewed_failed';
-        }
-        else if (failedCount > 1 && reviewedSuccessCount === 1) {
-            messageSection = 'transaction_reviewed_failed';
-        }
-        else if (failedCount > 1 && reviewedSuccessCount > 1) {
-            messageSection = 'transactions_reviewed';
-        }
-        else {
-            messageSection = 'transactions_updated';
-            variables = [
-                {
-                    variableName: helpers_1.TRANSACTION_COUNT_VARIABLE_NAME,
-                    variableValue: successCount.toString(),
-                },
-                {
-                    variableName: helpers_1.TOTAL_TRANSACTIONS_COUNT_VARIABLE_NAME,
-                    variableValue: (failedCount + successCount).toString(),
-                },
-            ];
-        }
     }
     return {
         messageSection,

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>;