@zeniai/client-epic-state 4.8.84 → 4.8.85

package/lib/view/reviewCompanyView/reviewCompanyPayload.d.ts

@@ -1,6 +1,12 @@
 import { ID } from '../../commonStateTypes/common';
 import { OnboardingInfoPayload } from '../../entity/company/companyPayload';
 import { ZeniAPIResponse } from '../../responsePayload';
+export interface AuditSummaryPayload {
+    fixes_required: number;
+    total_checks: number;
+    audit_score_percentage: number;
+    audit_report_last_generated_date?: string | null;
+}
 export interface ReviewCompanyPayload {
     company_id: ID;
     name: string;
@@ -12,11 +18,29 @@ export interface ReviewCompanyPayload {
     is_uncategorized_income_transactions_present: boolean;
     is_miscategorized_expenses_transactions_present: boolean;
     is_miscategorized_income_transactions_present: boolean;
-    onboarding_info?: OnboardingInfoPayload;
     is_vendor_review_required: boolean;
+    onboarding_info?: OnboardingInfoPayload;
+    audit_summary: AuditSummaryPayload;
+}
+export interface AuditRuleGroupPayload {
+    audit_rule_category: string;
+    audit_rule_group_description: string;
+    audit_rule_group_id: string;
+    audit_rules: AuditRulePayload[];
+    sequence: number;
+}
+export interface AuditRulePayload {
+    audit_rule_description: string;
+    audit_rule_id: string;
+    sequence: number;
+}
+export interface AuditRuleGroupsPayload {
+    audit_rule_groups: AuditRuleGroupPayload[];
+    version: string;
 }
 export interface ReviewCompanyViewPayload {
     companies: ReviewCompanyPayload[];
 }
 export declare type ReviewCompanyListResponse = ZeniAPIResponse<ReviewCompanyViewPayload>;
+export declare type AuditRuleGroupsResponse = ZeniAPIResponse<AuditRuleGroupsPayload>;
 export declare type RetryBankAccountConnectionResponse = ZeniAPIResponse<ReviewCompanyViewPayload>;

package/lib/view/reviewCompanyView/reviewCompanyViewSelector.d.ts

@@ -12,3 +12,4 @@ export interface ReviewCompanySelectorView extends SelectorView {
 }
 export declare const getReviewCompanySelectorView: (state: RootState) => ReviewCompanySelectorView;
 export declare const getReviewCompanyListCount: (state: RootState) => number;
+export declare const getAuditWarningsCount: (companyView: ReviewCompanyView) => number;

package/lib/view/reviewCompanyView/reviewCompanyViewSelector.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getReviewCompanyListCount = exports.getReviewCompanySelectorView = void 0;
+exports.getAuditWarningsCount = exports.getReviewCompanyListCount = exports.getReviewCompanySelectorView = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
 const values_1 = __importDefault(require("lodash/values"));
@@ -27,7 +27,8 @@ exports.getReviewCompanySelectorView = (0, toolkit_1.createSelector)((state) =>
         .filter((value) => value != null);
     const orderedZeniUsers = (0, orderBy_1.default)(zeniUsers, (user) => (0, userSelector_1.getUserName)(user), 'asc');
     const sortedCompanies = (0, orderBy_1.default)(companies, (company) => {
-        var _a, _b, _c, _d;
+        var _a;
+        const warningCount = (0, exports.getAuditWarningsCount)(company);
         switch (sortKey) {
             case 'notes':
                 return (_a = company.note) === null || _a === void 0 ? void 0 : _a.toLowerCase();
@@ -37,12 +38,10 @@ exports.getReviewCompanySelectorView = (0, toolkit_1.createSelector)((state) =>
             case 'miscategorized':
                 return ((company.miscategorizedTransactions.income ? 1 : 0) +
                     (company.miscategorizedTransactions.expense ? 1 : 0));
-            case 'bankAccountLinked':
-            case 'qboLinked':
-                return ((_c = (_b = company.onboardingInfo) === null || _b === void 0 ? void 0 : _b[sortKey]) === null || _c === void 0 ? void 0 : _c.completed) === true;
-            case 'businessVerified':
-            case 'identityVerified':
-                return (_d = company.onboardingInfo) === null || _d === void 0 ? void 0 : _d[sortKey].status.toLowerCase();
+            case 'warnings':
+                return warningCount;
+            case 'auditScore':
+                return company.auditSummary.fixesRequired;
             case 'reviewVendor':
                 return company.isVendorReviewReqiured;
             case 'companyName':
@@ -62,3 +61,27 @@ exports.getReviewCompanyListCount = (0, toolkit_1.createSelector)((state) => sta
     const companies = (0, values_1.default)(rootState.reviewCompanyViewState.reviewCompanyById);
     return companies.length;
 });
+const getAuditWarningsCount = (companyView) => {
+    var _a, _b, _c, _d;
+    let warningsCount = 0;
+    const bankConnectionStepInfo = (_a = companyView.onboardingInfo) === null || _a === void 0 ? void 0 : _a['bankAccountLinked'];
+    if ((bankConnectionStepInfo === null || bankConnectionStepInfo === void 0 ? void 0 : bankConnectionStepInfo.error) === true ||
+        (bankConnectionStepInfo === null || bankConnectionStepInfo === void 0 ? void 0 : bankConnectionStepInfo.completed) === false) {
+        warningsCount++;
+    }
+    const qboLinkedStepInfo = (_b = companyView.onboardingInfo) === null || _b === void 0 ? void 0 : _b['qboLinked'];
+    if ((qboLinkedStepInfo === null || qboLinkedStepInfo === void 0 ? void 0 : qboLinkedStepInfo.error) === true ||
+        (qboLinkedStepInfo === null || qboLinkedStepInfo === void 0 ? void 0 : qboLinkedStepInfo.completed) === false) {
+        warningsCount++;
+    }
+    const identityVerificationStepInfo = (_c = companyView.onboardingInfo) === null || _c === void 0 ? void 0 : _c['identityVerified'];
+    if ((identityVerificationStepInfo === null || identityVerificationStepInfo === void 0 ? void 0 : identityVerificationStepInfo.status) !== 'Complete') {
+        warningsCount++;
+    }
+    const businessVerificationStepInfo = (_d = companyView.onboardingInfo) === null || _d === void 0 ? void 0 : _d['businessVerified'];
+    if ((businessVerificationStepInfo === null || businessVerificationStepInfo === void 0 ? void 0 : businessVerificationStepInfo.status) !== 'Complete') {
+        warningsCount++;
+    }
+    return warningsCount;
+};
+exports.getAuditWarningsCount = getAuditWarningsCount;

package/lib/view/reviewCompanyView/reviewCompanyViewState.d.ts

@@ -2,23 +2,30 @@ import { FetchedState, ID, FetchStateAndError } from '../../commonStateTypes/com
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { OnboardingInfo } from '../../entity/company/companyStateTypes';
 import { ZeniDate } from '../../zeniDayJS';
-import { ReviewCompanyPayload } from './reviewCompanyPayload';
-export declare const REVIEW_COMPANY_COLUMN_KEYS: readonly ["miscategorized", "companyName", "notes", "uncategorized", "vendorReview", "bankAccountLinked", "qboLinked", "identityVerified", "businessVerified", "reviewVendor"];
-export declare const toReviewColumnKeyType: (v: string) => "companyName" | "identityVerified" | "businessVerified" | "bankAccountLinked" | "qboLinked" | "notes" | "miscategorized" | "uncategorized" | "vendorReview" | "reviewVendor";
+import { AuditSummaryPayload, ReviewCompanyPayload } from './reviewCompanyPayload';
+export declare const REVIEW_COMPANY_COLUMN_KEYS: readonly ["auditScore", "miscategorized", "companyName", "notes", "uncategorized", "warnings", "vendorReview", "reviewVendor"];
+export declare const toReviewColumnKeyType: (v: string) => "companyName" | "notes" | "auditScore" | "miscategorized" | "uncategorized" | "warnings" | "vendorReview" | "reviewVendor";
 export declare type ReviewCompanyColumnKey = ReturnType<typeof toReviewColumnKeyType>;
 export declare type ReviewTransactionsType = 'income' | 'expense';
+export interface AuditSummary {
+    fixesRequired: number;
+    totalChecks: number;
+    auditScorePercentage: number;
+    auditReportLastGeneratedDate: ZeniDate | null;
+}
 export interface ReviewCompany {
     companyId: ID;
     name: string;
     primaryEmailDomain: string;
     miscategorizedTransactions: Record<ReviewTransactionsType, boolean>;
     uncategorizedTransactions: Record<ReviewTransactionsType, boolean>;
+    isVendorReviewReqiured: boolean;
+    auditSummary: AuditSummary;
     noteLastUpdatedUserId?: ID;
     noteLastUpdateTime?: ZeniDate;
     note?: string;
     onboardingInfo?: OnboardingInfo;
     retryBankAccountConnectionFetchState: FetchStateAndError;
-    isVendorReviewReqiured: boolean;
 }
 export interface ReviewCompanyListUIState {
     filterText: string;
@@ -29,4 +36,5 @@ export interface ReviewCompanyViewState extends FetchedState {
     reviewCompanyById: Record<ID, ReviewCompany>;
     uiState: ReviewCompanyListUIState;
 }
+export declare const toAuditSummary: (auditSummaryPayload: AuditSummaryPayload) => AuditSummary;
 export declare function toReviewCompany(company: ReviewCompanyPayload): ReviewCompany;

package/lib/view/reviewCompanyView/reviewCompanyViewState.js

@@ -1,23 +1,32 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReviewCompany = exports.toReviewColumnKeyType = exports.REVIEW_COMPANY_COLUMN_KEYS = void 0;
+exports.toReviewCompany = exports.toAuditSummary = exports.toReviewColumnKeyType = exports.REVIEW_COMPANY_COLUMN_KEYS = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 const companyPayload_1 = require("../../entity/company/companyPayload");
 const zeniDayJS_1 = require("../../zeniDayJS");
 exports.REVIEW_COMPANY_COLUMN_KEYS = [
+    'auditScore',
     'miscategorized',
     'companyName',
     'notes',
     'uncategorized',
+    'warnings',
     'vendorReview',
-    'bankAccountLinked',
-    'qboLinked',
-    'identityVerified',
-    'businessVerified',
     'reviewVendor',
 ];
 const toReviewColumnKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.REVIEW_COMPANY_COLUMN_KEYS);
 exports.toReviewColumnKeyType = toReviewColumnKeyType;
+const toAuditSummary = (auditSummaryPayload) => {
+    return {
+        fixesRequired: auditSummaryPayload.fixes_required,
+        totalChecks: auditSummaryPayload.total_checks,
+        auditScorePercentage: auditSummaryPayload.audit_score_percentage,
+        auditReportLastGeneratedDate: auditSummaryPayload.audit_report_last_generated_date != null
+            ? (0, zeniDayJS_1.date)(auditSummaryPayload.audit_report_last_generated_date)
+            : null,
+    };
+};
+exports.toAuditSummary = toAuditSummary;
 function toReviewCompany(company) {
     const reviewCompany = {
         companyId: company.company_id,
@@ -35,6 +44,7 @@ function toReviewCompany(company) {
             fetchState: 'Not-Started',
         },
         isVendorReviewReqiured: company.is_vendor_review_required,
+        auditSummary: (0, exports.toAuditSummary)(company.audit_summary),
     };
     if (company.note != null) {
         reviewCompany.note = company.note;

package/lib/view/settingsView/epic/saveNotificationSettingsEpic.d.ts

@@ -18,7 +18,7 @@ export declare const saveNotificationSettingsEpic: (actions$: ActionsObservable<
     type: string;
 } | {
     payload: {
-        messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_monthEndEmailSent" | "cockpit_monthEndEmailSave" | "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" | "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" | "zeni_account_accept_term" | "update_vendor" | "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" | "charge_card_setup" | "charge_card_accept_term" | "create_schedule" | "save_schedule" | "save_task_detail" | "delete_task" | "archive_task" | "update_charge_card" | "notification_settings_saved";
+        messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_monthEndEmailSent" | "cockpit_monthEndEmailSave" | "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" | "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" | "zeni_account_accept_term" | "update_vendor" | "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" | "charge_card_setup" | "charge_card_accept_term" | "create_schedule" | "save_schedule" | "save_task_detail" | "delete_task" | "archive_task" | "update_charge_card" | "notification_settings_saved" | "referral_invite_sent";
         messageText: "failed" | "success";
         type: import("../../..").SnackbarMessageType;
         showStatusIcon?: boolean | undefined;

package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewPayload.d.ts

@@ -7,6 +7,7 @@ export interface VendorFirstReviewViewPayload extends VendorPayload {
     recommendations: VendorReviewViewAllRecommendationsPayload;
     status: ReviewStatusPayload;
     last_updated_vendor_name_by_user: UserBasePayload | null;
+    merge_vendor_name: string | null;
 }
 export interface FetchVendorFirstReviewViewQuery {
     search_text: string;
@@ -36,6 +37,7 @@ export interface SaveVendorFirstReviewViewPayload extends VendorPayload {
     recommendations: VendorReviewViewRecommendationsPayload[];
     last_updated_vendor_name_by_user: UserBasePayload | null;
     status: ReviewStatusPayload;
+    merge_vendor_name: string | null;
 }
 export interface SaveVendorFirstReviewView {
     vendors?: SaveVendorFirstReviewViewPayload[];

package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewReducer.js

@@ -249,6 +249,11 @@ const mapPayloadToVendorFirstReviewView = (payload) => {
         recommendationIds,
         recommendedNonExistingGlobalMerchants: nonExistingRecommendations,
         lastUpdatedVendorNameByUserId: (_a = payload.last_updated_vendor_name_by_user) === null || _a === void 0 ? void 0 : _a.user_id,
+        mergeVendorName: payload.merge_vendor_name != null && payload.merge_vendor_name.length > 0
+            ? payload.merge_vendor_name
+            : undefined,
+        /* merge_vendor_name can be an empty string from platform in cases other than `merge_in_qbo` status.
+           So, to avoid further string length checks, making this undefined.*/
     };
 };
 _a = vendorFirstReviewView.actions, exports.fetchVendorFirstReviewView = _a.fetchVendorFirstReviewView, exports.updateSavedVendorFirstReviewViewLocalData = _a.updateSavedVendorFirstReviewViewLocalData, exports.updateVendorFirstReviewViewFailure = _a.updateVendorFirstReviewViewFailure, exports.clearVendorReviewView = _a.clearVendorReviewView, exports.updateVendorFirstReviewViewScrollYOffset = _a.updateVendorFirstReviewViewScrollYOffset, exports.updateVendorFirstReviewViewPageToken = _a.updateVendorFirstReviewViewPageToken, exports.saveVendorFirstReviewView = _a.saveVendorFirstReviewView, exports.updateVendorFirstReviewSortUiState = _a.updateVendorFirstReviewSortUiState, exports.initializeVendorFirstReviewViewLocalData = _a.initializeVendorFirstReviewViewLocalData, exports.updateVendorFirstReviewViewLocalData = _a.updateVendorFirstReviewViewLocalData, exports.resetVendorFirstReviewLocalData = _a.resetVendorFirstReviewLocalData, exports.updateRecentlySavedErroredVendorData = _a.updateRecentlySavedErroredVendorData, exports.clearRecentlySavedErroredVendorData = _a.clearRecentlySavedErroredVendorData, exports.saveVendorFirstReviewViewSuccessOrFailure = _a.saveVendorFirstReviewViewSuccessOrFailure;

package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewSelector.d.ts

@@ -25,6 +25,7 @@ export interface VendorFirstReviewSelectorView {
     };
     status: ReviewStatus;
     lastUpdatedVendorNameByUser?: User;
+    mergeVendorName: string | undefined;
     saveStatus: FetchStateAndError;
     recommendations: RecommendedNonExistingGlobalMerchant[];
     currentSelection: VendorReviewRowCurrentSelection;

package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewSelector.js

@@ -60,6 +60,7 @@ const getVendorFirstReviewView = (state) => {
             lastUpdatedVendorNameByUser: users.find((user) => user.userId === vendorLocalData.lastUpdatedVendorNameByUserId),
             recommendations,
             currentSelection: vendorLocalData.currentSelection,
+            mergeVendorName: vendorLocalData.mergeVendorName,
         };
     });
     let recentlyUpdatedErroredVendorData = undefined;

package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewState.d.ts

@@ -30,6 +30,7 @@ export interface VendorFirstReviewViewLocalData {
     status: ReviewStatus;
     vendorRenamedText?: string;
     lastUpdatedVendorNameByUserId?: ID;
+    mergeVendorName: string | undefined;
 }
 export interface RecentlySavedErroredVendorData {
     vendorId: ID;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.8.84",
+  "version": "4.8.85",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",
@@ -75,7 +75,7 @@
   },
   "scripts": {
     "clean": "rimraf lib",
-    "test": "jest --config jest.config.json",
+    "test": "jest --config jest.config.json --runInBand --detectOpenHandles",
     "lint": "eslint . --ext .js,.jsx,.ts,.tsx",
     "find-dead-code": "ts-prune | grep -v '(used in module)'",
     "find-unused-exports": "ts-unused-exports ./tsconfig.json",