@zeniai/client-epic-state 4.9.75 → 4.9.77

package/lib/entity/companyHealthMetric/companyHealthMetricPayload.d.ts

@@ -20,6 +20,7 @@ export interface CompanyHealthMetricPayload {
     company_engagement_metrics_update_time?: string | null;
     churn_probability_percentage?: number | null;
     net_promoter_score?: number | null;
+    customer_satisfaction_score?: number | null;
     finops_engagement_frequency?: {
         code: string | null;
         name: string | null;

package/lib/entity/companyHealthMetric/companyHealthMetricPayload.js

@@ -4,7 +4,7 @@ exports.toVerticalProductServices = exports.toChurnProbabilityReason = exports.t
 const zeniDayJS_1 = require("../../zeniDayJS");
 const companyPayload_1 = require("../company/companyPayload");
 const toCompanyHealthMetrics = (payload) => {
-    var _a, _b;
+    var _a, _b, _c;
     return {
         companyId: payload.company_id,
         runway: toCompanyRunway(payload.runway),
@@ -25,6 +25,7 @@ const toCompanyHealthMetrics = (payload) => {
             : undefined,
         churnProbabilityPercentage: (_a = payload.churn_probability_percentage) !== null && _a !== void 0 ? _a : undefined,
         netPromoterScore: (_b = payload.net_promoter_score) !== null && _b !== void 0 ? _b : undefined,
+        customerSatisfactionScore: (_c = payload.customer_satisfaction_score) !== null && _c !== void 0 ? _c : undefined,
         finOpsEngagementFrequency: payload.finops_engagement_frequency != null
             ? (0, companyPayload_1.toAllowedValueWithCode)(payload.finops_engagement_frequency)
             : undefined,

package/lib/entity/companyHealthMetric/companyHealthMetricState.d.ts

@@ -23,6 +23,7 @@ export interface CompanyHealthMetric {
     companyEngagementMetricsUpdatedAt?: ZeniDate;
     churnProbabilityPercentage?: number;
     netPromoterScore?: number;
+    customerSatisfactionScore?: number;
     finOpsEngagementFrequency?: AllowedValueWithCode;
     externalProductServiceExposure?: AllowedValueWithCode;
 }

package/lib/view/companyHealthMetricView/companyHealthMetricView.d.ts

@@ -19,6 +19,7 @@ export interface EditCompanyHealthMetrics {
 }
 export interface CompanyHealthMetricsLocalData {
     netPromoterScore?: number;
+    customerSatisfactionScore?: number;
     finOpsEngagementFrequency?: string;
     externalProductServiceExposure?: string;
 }

package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js

@@ -116,11 +116,13 @@ const hasCompanyHealthMetricFormFieldChanged = (entityData, formData) => {
     if (entityData.finOpsEngagementFrequency == null ||
         entityData.externalProductServiceExposure == null ||
         entityData.netPromoterScore == null ||
+        entityData.customerSatisfactionScore == null ||
         ((_a = entityData.finOpsEngagementFrequency) === null || _a === void 0 ? void 0 : _a.code) !==
             formData.finOpsEngagementFrequency ||
         ((_b = entityData.externalProductServiceExposure) === null || _b === void 0 ? void 0 : _b.code) !==
             formData.externalProductServiceExposure ||
-        entityData.netPromoterScore !== formData.netPromoterScore) {
+        entityData.netPromoterScore !== formData.netPromoterScore ||
+        entityData.customerSatisfactionScore !== formData.customerSatisfactionScore) {
         return true;
     }
     else {
@@ -172,6 +174,10 @@ const getCategoryValueForCompany = (key, company) => {
             return company.companyHealthMetric.netPromoterScore != null
                 ? company.companyHealthMetric.netPromoterScore.toString()
                 : undefined;
+        case 'customerSatisfactionScore':
+            return company.companyHealthMetric.customerSatisfactionScore != null
+                ? company.companyHealthMetric.customerSatisfactionScore.toString()
+                : undefined;
         case 'churnProbabilityPercentage':
         default:
             return company.companyHealthMetric.churnProbabilityPercentage != null
@@ -215,6 +221,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
                 'runway',
                 'churnProbabilityPercentage',
                 'netPromoterScore',
+                'customerSatisfactionScore',
                 'subscriptionStartDate',
                 'subscriptionRenewalDate',
                 'lastReportSent',
@@ -299,8 +306,17 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
                 if (company.companyHealthMetric.netPromoterScore != null) {
                     companiesWithSortKeyValues.push(company);
                 }
-                else
+                else {
+                    companiesWithNoSortKeyValues.push(company);
+                }
+                break;
+            case 'customerSatisfactionScore':
+                if (company.companyHealthMetric.customerSatisfactionScore != null) {
+                    companiesWithSortKeyValues.push(company);
+                }
+                else {
                     companiesWithNoSortKeyValues.push(company);
+                }
                 break;
             case 'controller':
                 companiesWithSortKeyValues.push(company);
@@ -317,7 +333,7 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
         }
     });
     const sortedCompaniesWithSortKeyValue = (0, orderBy_1.default)(companiesWithSortKeyValues, (company) => {
-        var _a, _b, _c, _d, _e, _f;
+        var _a, _b, _c, _d, _e, _f, _g;
         switch (sortKey) {
             case 'productVerticals':
                 return company.noOfProductVerticalsEnabled;
@@ -338,6 +354,8 @@ const sortAndFilterCompanies = (sortKey, sortOrder, filterText, filters, compani
                 return ((_e = company.companyHealthMetric.subscriptionStartDate) !== null && _e !== void 0 ? _e : (0, zeniDayJS_1.date)('1970-01-01T00:00:00.000Z'));
             case 'netPromoterScore':
                 return (_f = company.companyHealthMetric.netPromoterScore) !== null && _f !== void 0 ? _f : 0;
+            case 'customerSatisfactionScore':
+                return (_g = company.companyHealthMetric.customerSatisfactionScore) !== null && _g !== void 0 ? _g : 0;
             case 'controller':
                 return company.managegmentInfo.controllerUserIds.length;
             case 'customerSuccessManager':

package/lib/view/companyHealthMetricView/epic/initializeCompanyHealthMetricViewLocalData.js

@@ -12,11 +12,12 @@ const initializeCompanyHealthMetricViewLocalDataEpic = (actions$, state$) => act
     const { companyHealthMetricState } = state;
     const companyHealthMetric = (0, companyHealthMetricSelector_1.getCompanyHealthMetricByCompanyId)(companyHealthMetricState, companyId);
     if (companyHealthMetric != null) {
-        const { netPromoterScore, finOpsEngagementFrequency, externalProductServiceExposure, } = companyHealthMetric;
+        const { netPromoterScore, finOpsEngagementFrequency, externalProductServiceExposure, customerSatisfactionScore, } = companyHealthMetric;
         companyHealthMetricActions.push((0, companyHealthMetricViewReducer_1.updateLocalStore)({
             companyId,
             updatedLocalData: {
-                netPromoterScore: netPromoterScore,
+                netPromoterScore,
+                customerSatisfactionScore,
                 finOpsEngagementFrequency: finOpsEngagementFrequency === null || finOpsEngagementFrequency === void 0 ? void 0 : finOpsEngagementFrequency.code,
                 externalProductServiceExposure: externalProductServiceExposure === null || externalProductServiceExposure === void 0 ? void 0 : externalProductServiceExposure.code,
             },

package/lib/view/companyHealthMetricView/epic/saveCompanyHealthMetricByIdEpic.js

@@ -11,12 +11,13 @@ const saveCompanyHealthMetricByIdEpic = (actions$, _state$, zeniAPI) => actions$
     const companyId = action.payload;
     const { companyHealthMetricViewState } = _state$.value;
     const companyHealthMetricData = companyHealthMetricViewState.companyHealthMetricUpdateStatusById[companyId];
-    const { netPromoterScore, externalProductServiceExposure, finOpsEngagementFrequency, } = companyHealthMetricData.companyHealthMetricLocalData;
+    const { netPromoterScore, externalProductServiceExposure, finOpsEngagementFrequency, customerSatisfactionScore, } = companyHealthMetricData.companyHealthMetricLocalData;
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-health-metrics/${companyId}`, {
         net_promoter_score: netPromoterScore,
         external_product_service_exposure: externalProductServiceExposure,
         finops_engagement_frequency: finOpsEngagementFrequency,
+        customer_satisfaction_score: customerSatisfactionScore,
     })
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {

package/lib/view/companyView/types/cockpitTypes.d.ts

@@ -6,11 +6,11 @@ import { CockpitDownloadTabsID, CockpitTabsFileType } from './cockpitTabsID';
 export declare const ALL_PORTFOLIO_SORT_KEYS: readonly ["companyName", "cashBalance", "runway", "expenses", "revenues", "netIncome"];
 export declare const ALL_MANAGEMENT_SORT_KEYS: readonly ["companyName", "task", "status", "group", "plans", "controller", "customerSuccessManager", "reviewer", "preparer", "apAnalyst", "reportSent", "taxStatus", "taxLead", "monthlyRecurringRevenue", "annualRecurringRevenue", "notes", "satisfaction", "bookCloseDate"];
 export declare const ALL_ONBOARDING_SORT_KEYS: readonly ["companyName", "bankAccountLinked", "qboLinked", "identityVerified", "businessVerified", "groupCreated", "customerCreated", "enroller", "notes", "invite"];
-export declare const ALL_HEALTH_SORT_KEYS: readonly ["companyName", "issues", "productVerticals", "runway", "churnProbability", "netPromoterScore", "controller", "customerSuccessManager", "lastReportSent", "subscriptionDate", "renewalDate"];
+export declare const ALL_HEALTH_SORT_KEYS: readonly ["companyName", "issues", "productVerticals", "runway", "churnProbability", "netPromoterScore", "customerSatisfactionScore", "controller", "customerSuccessManager", "lastReportSent", "subscriptionDate", "renewalDate"];
 export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway" | "cashBalance" | "netIncome" | "companyName" | "revenues";
 export declare const toManagementSortKeyType: (v: string) => "status" | "group" | "bookCloseDate" | "controller" | "preparer" | "reviewer" | "companyName" | "monthlyRecurringRevenue" | "annualRecurringRevenue" | "taxStatus" | "plans" | "notes" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "identityVerified" | "businessVerified" | "bankAccountLinked" | "qboLinked" | "groupCreated" | "customerCreated" | "notes" | "enroller" | "invite";
-export declare const toHealthSortKeyType: (v: string) => "runway" | "controller" | "companyName" | "customerSuccessManager" | "netPromoterScore" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate";
+export declare const toHealthSortKeyType: (v: string) => "runway" | "controller" | "companyName" | "customerSuccessManager" | "netPromoterScore" | "customerSatisfactionScore" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate";
 export declare type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export declare type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export declare type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
@@ -18,7 +18,7 @@ export declare type HealthViewSortKey = ReturnType<typeof toHealthSortKeyType>;
 export declare type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerSuccessManagerUserIds' | 'preparerUserIds' | 'reviewerUserIds' | 'apAnalystUserIds' | 'taxLeadUserIds' | 'companyGroupId' | 'taxStatusCode' | 'statusCode' | 'plans' | 'annualRecurringRevenue' | 'monthlyRecurringRevenue' | 'customerSatisfaction' | 'zeniSatisfaction';
 export declare type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export declare type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
-export declare type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate';
+export declare type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate';
 export interface CockpitFilterCategory {
     field?: ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
     matchingOperator: 'equal' | 'not-equal';

package/lib/view/companyView/types/cockpitTypes.js

@@ -49,6 +49,7 @@ exports.ALL_HEALTH_SORT_KEYS = [
     'runway',
     'churnProbability',
     'netPromoterScore',
+    'customerSatisfactionScore',
     'controller',
     'customerSuccessManager',
     'lastReportSent',

package/lib/view/settingsView/epic/saveNotificationSettingsEpic.js

@@ -42,8 +42,8 @@ function toRemindersPayload(localData) {
     return remindersPayload;
 }
 function toSaveNotificationSettingsPayload(localData, notificationSettingsData) {
-    const { reminderNotificationSettings, monthEndInsightsNotificationSettings } = notificationSettingsData;
-    const { reminders, monthEndInsights } = localData;
+    const { reminderNotificationSettings } = notificationSettingsData;
+    const { reminders } = localData;
     const payload = {
         is_missing_receipt_notification_active: null,
         missing_receipt_notification: null,
@@ -53,10 +53,6 @@ function toSaveNotificationSettingsPayload(localData, notificationSettingsData)
         pending_bill_approval_notification: null,
         pending_reimbursement_approval_notification: null,
         is_pending_reimbursement_approval_notification_active: null,
-        is_month_end_insights_active: monthEndInsightsNotificationSettings.enabled != null
-            ? monthEndInsights.notify
-            : null,
-        month_end_email_recipient_email_ids: monthEndInsights.recipientEmailIds,
     };
     if (reminderNotificationSettings.missingReceiptNotification != null) {
         payload.is_missing_receipt_notification_active =

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.9.75",
+  "version": "4.9.77",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "types": "lib/index.d.ts",