@zeniai/client-epic-state 4.8.86 → 4.8.87

package/lib/view/referralView/referralReducer.js

@@ -0,0 +1,167 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.updateRewardsPlanFailure = exports.updateRewardsPlan = exports.fetchRewardsPlan = exports.clearReferrals = exports.resendReferralInviteSuccess = exports.resendReferralInvite = exports.sendReferralInviteFailure = exports.closeReferralInviteConfirmationPopup = exports.sendReferralInviteSuccess = exports.sendReferralInvite = exports.clearReferralFormDataInLocalStore = exports.saveReferralFormDataInLocalStore = exports.updateReferralsFailure = exports.updateReferralListSortUiState = exports.updateReferrals = exports.fetchReferrals = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const referralPayload_1 = require("./referralPayload");
+const zeniDayJS_1 = require("../../zeniDayJS");
+const amount_1 = require("../../commonStateTypes/amount");
+const zeniUrl_1 = require("../../zeniUrl");
+exports.initialState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    hasValidState() {
+        return this.fetchState === 'Completed';
+    },
+    earnedBonus: {
+        amount: 0,
+        currencyCode: 'USD',
+        currencySymbol: '$',
+    },
+    pendingBonus: {
+        amount: 0,
+        currencyCode: 'USD',
+        currencySymbol: '$',
+    },
+    pendingReferrals: 0,
+    invitations: [],
+    referralFormLocalData: [
+        {
+            companyName: '',
+            emailIds: [],
+        },
+    ],
+    sendInviteState: {
+        fetchState: 'Not-Started',
+    },
+    uiState: {
+        sortKey: 'referral_date',
+        sortOrder: 'descending', //default sort order
+    },
+    referalUniqueLink: (0, zeniUrl_1.toZeniUrl)(''),
+    rewardsPlanFetchState: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    rewardsPlan: {
+        amount: {
+            amount: 0,
+            currencyCode: 'USD',
+            currencySymbol: '$',
+        },
+        referRewardPlanId: 'dummy',
+    },
+    showConfirmationPopup: false,
+};
+const referral = (0, toolkit_1.createSlice)({
+    name: 'referral',
+    initialState: exports.initialState,
+    reducers: {
+        fetchReferrals: {
+            reducer(draft) {
+                draft.fetchState = 'In-Progress';
+                draft.error = undefined;
+            },
+            prepare(cacheOverride = false) {
+                return {
+                    payload: { cacheOverride },
+                };
+            },
+        },
+        updateReferrals(draft, action) {
+            draft.fetchState = 'Completed';
+            draft.error = undefined;
+            draft.earnedBonus = (0, amount_1.toAmount)(action.payload.earned_bonus.amount, action.payload.earned_bonus.currency_code, action.payload.earned_bonus.currency_symbol);
+            draft.pendingBonus = (0, amount_1.toAmount)(action.payload.pending_bonus.amount, action.payload.pending_bonus.currency_code, action.payload.pending_bonus.currency_symbol);
+            draft.pendingReferrals = action.payload.pending_referals;
+            draft.referalUniqueLink = (0, zeniUrl_1.toZeniUrl)(action.payload.static_referal_link);
+            draft.invitations = (0, referralPayload_1.toReferralInvitation)(action.payload.referees);
+        },
+        updateReferralsFailure(draft, action) {
+            draft.fetchState = 'Error';
+            draft.error = action.payload;
+        },
+        updateReferralListSortUiState(draft, action) {
+            draft.uiState = {
+                sortKey: action.payload.sortkey,
+                sortOrder: action.payload.sortOrder,
+            };
+            if (action.payload.scrollYOffset != null) {
+                draft.uiState.scrollYOffset = action.payload.scrollYOffset;
+            }
+        },
+        saveReferralFormDataInLocalStore(draft, action) {
+            draft.referralFormLocalData = action.payload.localData;
+        },
+        clearReferralFormDataInLocalStore(draft) {
+            draft.referralFormLocalData = exports.initialState.referralFormLocalData;
+        },
+        sendReferralInvite(draft) {
+            draft.sendInviteState.fetchState = 'In-Progress';
+            draft.sendInviteState.error = undefined;
+            draft.showConfirmationPopup = true;
+        },
+        sendReferralInviteSuccess(draft) {
+            draft.sendInviteState.fetchState = 'Completed';
+            draft.sendInviteState.error = undefined;
+        },
+        closeReferralInviteConfirmationPopup(draft) {
+            draft.showConfirmationPopup = exports.initialState.showConfirmationPopup;
+        },
+        sendReferralInviteFailure(draft, action) {
+            draft.sendInviteState.fetchState = 'Error';
+            draft.sendInviteState.error = action.payload;
+        },
+        resendReferralInvite: {
+            prepare(emailId) {
+                return { payload: { emailId } };
+            },
+            reducer(draft, action) {
+                const inviteeIndex = draft.invitations.findIndex((invitee) => invitee.refereeEmailId === action.payload.emailId);
+                if (inviteeIndex > -1) {
+                    draft.invitations[inviteeIndex] = Object.assign(Object.assign({}, draft.invitations[inviteeIndex]), { resendInviteStatus: {
+                            fetchState: 'In-Progress',
+                            error: undefined,
+                        } });
+                }
+            },
+        },
+        resendReferralInviteSuccess(draft, action) {
+            const inviteeIndex = draft.invitations.findIndex((invitee) => invitee.refereeEmailId === action.payload.emailId);
+            if (inviteeIndex > -1) {
+                draft.invitations[inviteeIndex] = Object.assign(Object.assign({}, draft.invitations[inviteeIndex]), { resendInviteStatus: {
+                        fetchState: 'Completed',
+                        error: undefined,
+                    }, lastInviteTimestamp: action.payload.timestamp != null
+                        ? (0, zeniDayJS_1.date)(action.payload.timestamp)
+                        : undefined });
+            }
+        },
+        fetchRewardsPlan: {
+            reducer(draft) {
+                draft.rewardsPlanFetchState.fetchState = 'In-Progress';
+                draft.rewardsPlanFetchState.error = undefined;
+            },
+            prepare(cacheOverride = false) {
+                return {
+                    payload: { cacheOverride },
+                };
+            },
+        },
+        updateRewardsPlan(draft, action) {
+            draft.rewardsPlanFetchState.fetchState = 'Completed';
+            draft.rewardsPlanFetchState.error = undefined;
+            draft.rewardsPlan.amount = (0, amount_1.toAmount)(action.payload.referral_plan_amount.amount, action.payload.referral_plan_amount.currency_code, action.payload.referral_plan_amount.currency_symbol);
+            draft.rewardsPlan.referRewardPlanId = action.payload.refer_reward_plan_id;
+        },
+        updateRewardsPlanFailure(draft, action) {
+            draft.rewardsPlanFetchState.fetchState = 'Error';
+            draft.rewardsPlanFetchState.error = action.payload;
+        },
+        clearReferrals(draft) {
+            draft.referralFormLocalData = exports.initialState.referralFormLocalData;
+        },
+    },
+});
+_a = referral.actions, exports.fetchReferrals = _a.fetchReferrals, exports.updateReferrals = _a.updateReferrals, exports.updateReferralListSortUiState = _a.updateReferralListSortUiState, exports.updateReferralsFailure = _a.updateReferralsFailure, exports.saveReferralFormDataInLocalStore = _a.saveReferralFormDataInLocalStore, exports.clearReferralFormDataInLocalStore = _a.clearReferralFormDataInLocalStore, exports.sendReferralInvite = _a.sendReferralInvite, exports.sendReferralInviteSuccess = _a.sendReferralInviteSuccess, exports.closeReferralInviteConfirmationPopup = _a.closeReferralInviteConfirmationPopup, exports.sendReferralInviteFailure = _a.sendReferralInviteFailure, exports.resendReferralInvite = _a.resendReferralInvite, exports.resendReferralInviteSuccess = _a.resendReferralInviteSuccess, exports.clearReferrals = _a.clearReferrals, exports.fetchRewardsPlan = _a.fetchRewardsPlan, exports.updateRewardsPlan = _a.updateRewardsPlan, exports.updateRewardsPlanFailure = _a.updateRewardsPlanFailure;
+exports.default = referral.reducer;

package/lib/view/referralView/referralSelector.d.ts

@@ -0,0 +1,23 @@
+import { RootState } from '../../reducer';
+import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { InviteCompanyLocalData, ReferralInvitation, ReferralViewUIState } from './referralState';
+import { Amount } from '../../commonStateTypes/amount';
+import { FetchStateAndError } from '../../commonStateTypes/common';
+import ZeniUrl from '../../zeniUrl';
+export interface ReferralListSelectorView extends SelectorView {
+    earnedBonus: Amount;
+    pendingBonus: Amount;
+    pendingReferrals: number;
+    referralLink: ZeniUrl;
+    invitations: ReferralInvitation[];
+    uiState: ReferralViewUIState;
+    showConfirmationPopup: boolean;
+}
+export interface InviteFormSelectorView extends SelectorView {
+    localData: InviteCompanyLocalData[];
+    saveStatus: FetchStateAndError;
+    amount: Amount;
+    showConfirmationPopup: boolean;
+}
+export declare const getReferralListView: (state: RootState) => ReferralListSelectorView;
+export declare const getInviteFormView: (state: RootState) => InviteFormSelectorView;

package/lib/view/referralView/referralSelector.js

@@ -0,0 +1,88 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getInviteFormView = exports.getReferralListView = void 0;
+const orderBy_1 = __importDefault(require("lodash/orderBy"));
+const getReferralListView = (state) => {
+    const { referralViewState } = state;
+    const { fetchState, error } = referralViewState;
+    const unsortedInvitations = referralViewState.invitations;
+    const invitationsWithNoSortKeyValue = [];
+    const invitationsWithSortKeyValue = [];
+    const { sortKey, sortOrder } = referralViewState.uiState;
+    unsortedInvitations.forEach((invitation) => {
+        switch (sortKey) {
+            case 'invitee_email':
+                if (Boolean(invitation.refereeEmailId) === true) {
+                    invitationsWithSortKeyValue.push(invitation);
+                }
+                else {
+                    invitationsWithNoSortKeyValue.push(invitation);
+                }
+                break;
+            case 'amount':
+                if (Boolean(invitation.amount) === true) {
+                    invitationsWithSortKeyValue.push(invitation);
+                }
+                else {
+                    invitationsWithNoSortKeyValue.push(invitation);
+                }
+                break;
+            case 'status':
+                if (Boolean(invitation.statusCode) === true) {
+                    invitationsWithSortKeyValue.push(invitation);
+                }
+                else {
+                    invitationsWithNoSortKeyValue.push(invitation);
+                }
+                break;
+            case 'referral_date':
+                if (Boolean(invitation.lastInviteTimestamp) === true) {
+                    invitationsWithSortKeyValue.push(invitation);
+                }
+                else {
+                    invitationsWithNoSortKeyValue.push(invitation);
+                }
+                break;
+        }
+    });
+    const sortedInvitations = (0, orderBy_1.default)(invitationsWithSortKeyValue, (invitation) => {
+        switch (sortKey) {
+            case 'invitee_email':
+                return invitation.refereeEmailId.toLowerCase();
+            case 'amount':
+                return invitation.amount.amount;
+            case 'status':
+                return invitation.statusCode.toLowerCase();
+            case 'referral_date':
+                return invitation.lastInviteTimestamp;
+        }
+    }, sortOrder === 'ascending' ? 'asc' : 'desc');
+    return {
+        earnedBonus: referralViewState.earnedBonus,
+        pendingBonus: referralViewState.pendingBonus,
+        pendingReferrals: referralViewState.pendingReferrals,
+        referralLink: referralViewState.referalUniqueLink,
+        invitations: sortedInvitations,
+        uiState: referralViewState.uiState,
+        fetchState,
+        error,
+        amount: referralViewState.rewardsPlan.amount,
+        showConfirmationPopup: referralViewState.showConfirmationPopup,
+    };
+};
+exports.getReferralListView = getReferralListView;
+const getInviteFormView = (state) => {
+    const { referralViewState } = state;
+    return {
+        localData: referralViewState.referralFormLocalData,
+        saveStatus: referralViewState.sendInviteState,
+        amount: referralViewState.rewardsPlan.amount,
+        fetchState: referralViewState.rewardsPlanFetchState.fetchState,
+        error: referralViewState.rewardsPlanFetchState.error,
+        showConfirmationPopup: referralViewState.showConfirmationPopup,
+    };
+};
+exports.getInviteFormView = getInviteFormView;

package/lib/view/referralView/referralState.d.ts

@@ -0,0 +1,55 @@
+import { Amount } from '../../commonStateTypes/amount';
+import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
+import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { ZeniDate } from '../../zeniDayJS';
+import ZeniUrl from '../../zeniUrl';
+export interface ReferralInvitation {
+    companyName: string;
+    statusCode: string;
+    inviteesId: ID;
+    isActive: boolean;
+    lastInviteTimestamp?: ZeniDate;
+    refereeEmailId: string;
+    rewardPlan: string;
+    userId: ID;
+    voucherId: ID;
+    amount: Amount;
+    resendInviteStatus: FetchStateAndError;
+}
+export interface ReferralViewState extends FetchedState {
+    earnedBonus: Amount;
+    pendingBonus: Amount;
+    pendingReferrals: number;
+    invitations: ReferralInvitation[];
+    referralFormLocalData: InviteCompanyLocalData[];
+    referalUniqueLink: ZeniUrl;
+    sendInviteState: FetchStateAndError;
+    uiState: ReferralViewUIState;
+    rewardsPlanFetchState: FetchStateAndError;
+    rewardsPlan: RewardsPlanData;
+    showConfirmationPopup: boolean;
+}
+export interface ReferralViewUIState {
+    sortOrder: SortOrder;
+    sortKey: ReferralListViewSortKey;
+    scrollYOffset?: number;
+}
+export interface RewardsPlanData {
+    amount: Amount;
+    referRewardPlanId: ID;
+}
+export interface InviteCompanyLocalData {
+    companyName: string;
+    emailIds: string[];
+}
+export declare const REFERRAL_LIST_VIEW_SORT_KEYS: readonly ["invitee_email", "amount", "status", "referral_date"];
+export declare const toReferralListViewSortKeyType: (v: string) => "status" | "amount" | "invitee_email" | "referral_date";
+export declare type ReferralListViewSortKey = ReturnType<typeof toReferralListViewSortKeyType>;
+export declare const ALL_REFERRAL_STATUSES: readonly ["invite_sent", "onboarding", "active", "declined", "resend_invite", "reward_sent"];
+export declare const toReferralStatusType: (v: string) => "active" | "onboarding" | "invite_sent" | "declined" | "resend_invite" | "reward_sent";
+export declare type ReferralStatus = ReturnType<typeof toReferralStatusType>;
+export declare const StatusTypes: Record<ReferralStatus, string>;
+export declare const ALL_REFERRAL_AMOUNT_STATUSES: readonly ["received", "to_be_received"];
+export declare const toReferralAmountStatusType: (v: string) => "received" | "to_be_received";
+export declare type ReferralAmountStatus = ReturnType<typeof toReferralAmountStatusType>;
+export declare const AmountStatusTypes: Record<ReferralAmountStatus, string>;

package/lib/view/referralView/referralState.js

@@ -0,0 +1,40 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.AmountStatusTypes = exports.toReferralAmountStatusType = exports.ALL_REFERRAL_AMOUNT_STATUSES = exports.StatusTypes = exports.toReferralStatusType = exports.ALL_REFERRAL_STATUSES = exports.toReferralListViewSortKeyType = exports.REFERRAL_LIST_VIEW_SORT_KEYS = void 0;
+const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
+exports.REFERRAL_LIST_VIEW_SORT_KEYS = [
+    'invitee_email',
+    'amount',
+    'status',
+    'referral_date',
+];
+const toReferralListViewSortKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.REFERRAL_LIST_VIEW_SORT_KEYS);
+exports.toReferralListViewSortKeyType = toReferralListViewSortKeyType;
+exports.ALL_REFERRAL_STATUSES = [
+    'invite_sent',
+    'onboarding',
+    'active',
+    'declined',
+    'resend_invite',
+    'reward_sent',
+];
+const toReferralStatusType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_REFERRAL_STATUSES);
+exports.toReferralStatusType = toReferralStatusType;
+exports.StatusTypes = {
+    invite_sent: 'Invite Sent',
+    onboarding: 'Onboarding',
+    active: 'Active',
+    declined: 'Declined',
+    resend_invite: 'Resend Invite',
+    reward_sent: 'Reward Sent',
+};
+exports.ALL_REFERRAL_AMOUNT_STATUSES = [
+    'received',
+    'to_be_received',
+];
+const toReferralAmountStatusType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_REFERRAL_AMOUNT_STATUSES);
+exports.toReferralAmountStatusType = toReferralAmountStatusType;
+exports.AmountStatusTypes = {
+    received: 'Received',
+    to_be_received: 'To be received',
+};

package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts

@@ -1,6 +1,6 @@
 import { RootState } from '../../reducer';
 export declare const getReimbursementCardReport: (state: RootState) => {
-    reportId: "cash_balance" | "card_balance" | "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" | "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";
+    reportId: "cash_balance" | "card_balance" | "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" | "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";
     reportTitle: string;
     version: string | number | undefined;
     fetchState: import("../..").FetchState;

package/lib/view/reviewCompanyView/fetchReviewCompanyViewEpic.js

@@ -11,7 +11,7 @@ const fetchReviewCompanyViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(
     const { fetchState } = state.reviewCompanyViewState;
     if (cacheOverride === true || fetchState !== 'In-Progress') {
         return zeniAPI
-            .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/review`)
+            .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/audit`)
             .pipe((0, operators_1.mergeMap)((response) => {
             if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
                 const actions = [

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/scheduleView/scheduleDetailView/epics/createNewSchedulesEpic.js

@@ -6,8 +6,9 @@ const operators_1 = require("rxjs/operators");
 const scheduleDetailReducer_1 = require("../scheduleDetailReducer");
 const jeSchedulesSelector_1 = require("../../../../entity/jeSchedules/jeSchedulesSelector");
 const scheduleDetailLocalDataHelper_1 = require("../scheduleDetailLocalDataHelper");
-const createNewSchedulesEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(scheduleDetailReducer_1.createNewSchedules.match), (0, operators_1.mergeMap)(() => {
+const createNewSchedulesEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(scheduleDetailReducer_1.createNewSchedules.match), (0, operators_1.mergeMap)((action) => {
     const actions = [];
+    const scheduleType = action.payload.scheduleType;
     const state = state$.value;
     const { scheduleDetailState } = state;
     const selectedJEScheduleKey = scheduleDetailState.selectedJEScheduleKey;
@@ -15,10 +16,16 @@ const createNewSchedulesEpic = (actions$, state$) => actions$.pipe((0, operators
         const jeScheduleTransactionState = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleKey)(selectedJEScheduleKey, state);
         const totalAmount = jeScheduleTransactionState.baseTransaction.amount;
         const vendorName = jeScheduleTransactionState.vendor.name;
+        const currentLocalData = scheduleDetailState.newScheduleState[scheduleType];
+        const assetId = currentLocalData.scheduleType === 'fixed_assets'
+            ? currentLocalData.assetId
+            : undefined;
         const localData = {
-            jeScheduleDetails: (0, scheduleDetailLocalDataHelper_1.createNewSchedulesHelper)(scheduleDetailState.newScheduleState, totalAmount, vendorName),
+            scheduleType,
+            jeScheduleDetails: (0, scheduleDetailLocalDataHelper_1.createNewSchedulesHelper)(scheduleDetailState.newScheduleState[scheduleType], totalAmount, vendorName, scheduleType === 'fixed_assets' ? { assetId } : undefined),
         };
         actions.push((0, scheduleDetailReducer_1.updateScheduleDetailsLocalData)({
+            scheduleType,
             selectedJeScheduleDetailId: undefined,
             localData,
         }));