npm - @zeniai/client-epic-state - Versions diffs - 5.0.100 → 5.1.0-betaSS1 - Mend

@zeniai/client-epic-state 5.0.100 → 5.1.0-betaSS1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (450) hide show

package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.js CHANGED Viewed

@@ -1,14 +1,13 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCockpitContextOnFailure = exports.updateCockpitContextOnSuccess = exports.fetchCockpitContext = exports.updateCompanyTaskManagerViewFilters = exports.clearCompanyTaskManagerView = exports.updateTaskManagerMetricsOnFailure = exports.updateTaskManagerMetrics = exports.fetchTaskManagerMetrics = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
+exports.clearCompanyTaskManagerView = exports.updateTaskManagerMetricsOnFailure = exports.updateTaskManagerMetrics = exports.fetchTaskManagerMetrics = exports.updateCompanyTaskManagerViewOnFailure = exports.updateCompanyTaskManagerViewOnSuccess = exports.fetchCompanyTaskManagerView = exports.initialState = exports.initialUIState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 exports.initialUIState = {
     filterText: '',
     sortKey: 'dueDate',
     sortOrder: 'descending',
-    from: 0,
-    filters: {},
+    pageToken: null,
 };
 const initialMetrics = {
     closed: 0,
@@ -23,13 +22,6 @@ exports.initialState = {
     metrics: initialMetrics,
     metricsFetchState: 'Not-Started',
     uiState: exports.initialUIState,
-    cockpitContext: {
-        fetchState: 'Not-Started',
-        error: undefined,
-        companyIds: [],
-        userIds: [],
-        userGroupIds: [],
-    },
     hasValidState() {
         return this.fetchState == 'Completed';
     },
@@ -40,11 +32,10 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
     initialState: exports.initialState,
     reducers: {
         fetchCompanyTaskManagerView: {
-            prepare(from, sortKey, sortOrder, keepExistingListItems = true, searchString, filters) {
+            prepare(pageToken, sortKey, sortOrder, keepExistingListItems = true, searchString) {
                 return {
                     payload: {
-                        from,
-                        filters,
+                        pageToken,
                         searchString,
                         sortKey,
                         sortOrder,
@@ -53,10 +44,10 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
                 };
             },
             reducer(draft, action) {
-                const { from, searchString, sortKey, sortOrder, keepExistingListItems } = action.payload;
+                const { pageToken, searchString, sortKey, sortOrder, keepExistingListItems, } = action.payload;
                 draft.uiState.sortKey = sortKey;
                 draft.uiState.sortOrder = sortOrder;
-                draft.uiState.from = from;
+                draft.uiState.pageToken = pageToken;
                 if (keepExistingListItems === false) {
                     draft.taskIds = [];
                 }
@@ -69,14 +60,15 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
         },
         updateCompanyTaskManagerViewOnSuccess(draft, action) {
             const { data } = action.payload;
-            const tasks = data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const { tasks, query, total_count } = data;
             draft.fetchState = 'Completed';
             draft.error = undefined;
             draft.taskIds = [...draft.taskIds, ...tasks.map((task) => task.task_id)];
-            if (draft.uiState.filterText === '' && draft.uiState.from === 0) {
-                draft.totalTaskCount = data.total;
+            // consider total count only when fetching for first time
+            if (draft.uiState.filterText === '' && draft.uiState.pageToken == null) {
+                draft.totalTaskCount = total_count;
             }
-            draft.uiState.from = data.from + data.limit;
+            draft.uiState.pageToken = query.page_token;
         },
         updateCompanyTaskManagerViewOnFailure: {
             reducer(draft, action) {
@@ -97,30 +89,10 @@ const companyTaskManagerView = (0, toolkit_1.createSlice)({
         updateTaskManagerMetricsOnFailure(draft) {
             draft.metricsFetchState = 'Error';
         },
-        updateCompanyTaskManagerViewFilters(draft, action) {
-            if (action.payload.filters != null) {
-                draft.uiState.filters = action.payload.filters;
-            }
-        },
-        fetchCockpitContext(draft) {
-            draft.cockpitContext.fetchState = 'In-Progress';
-            draft.cockpitContext.error = undefined;
-        },
-        updateCockpitContextOnSuccess(draft, action) {
-            draft.cockpitContext.fetchState = 'Completed';
-            draft.cockpitContext.error = undefined;
-            draft.cockpitContext.companyIds = action.payload.companyIds;
-            draft.cockpitContext.userIds = action.payload.userIds;
-            draft.cockpitContext.userGroupIds = action.payload.userGroupIds;
-        },
-        updateCockpitContextOnFailure(draft, action) {
-            draft.cockpitContext.fetchState = 'Error';
-            draft.cockpitContext.error = action.payload;
-        },
         clearCompanyTaskManagerView(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.fetchTaskManagerMetrics = _a.fetchTaskManagerMetrics, exports.updateTaskManagerMetrics = _a.updateTaskManagerMetrics, exports.updateTaskManagerMetricsOnFailure = _a.updateTaskManagerMetricsOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView, exports.updateCompanyTaskManagerViewFilters = _a.updateCompanyTaskManagerViewFilters, exports.fetchCockpitContext = _a.fetchCockpitContext, exports.updateCockpitContextOnSuccess = _a.updateCockpitContextOnSuccess, exports.updateCockpitContextOnFailure = _a.updateCockpitContextOnFailure;
+_a = companyTaskManagerView.actions, exports.fetchCompanyTaskManagerView = _a.fetchCompanyTaskManagerView, exports.updateCompanyTaskManagerViewOnSuccess = _a.updateCompanyTaskManagerViewOnSuccess, exports.updateCompanyTaskManagerViewOnFailure = _a.updateCompanyTaskManagerViewOnFailure, exports.fetchTaskManagerMetrics = _a.fetchTaskManagerMetrics, exports.updateTaskManagerMetrics = _a.updateTaskManagerMetrics, exports.updateTaskManagerMetricsOnFailure = _a.updateTaskManagerMetricsOnFailure, exports.clearCompanyTaskManagerView = _a.clearCompanyTaskManagerView;
 exports.default = companyTaskManagerView.reducer;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.d.ts CHANGED Viewed

@@ -14,12 +14,10 @@ export interface TaskWithCompanyDetail {
     task: Task;
 }
 export interface CompanyTaskManagerSelectorView extends SelectorView {
-    companies: Company[];
     metrics: TaskManagerMetrics;
     metricsFetchState: FetchState;
     tasksList: TaskWithCompanyDetail[];
     totalTaskCount: number;
     uiState: CompanyTaskManagerViewUIState;
-    users: User[];
 }
 export declare const getCompanyTaskManagerView: (state: RootState) => CompanyTaskManagerSelectorView;

package/lib/view/companyTaskManagerView/companyTaskManagerViewSelector.js CHANGED Viewed

@@ -2,13 +2,12 @@
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getCompanyTaskManagerView = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
-const reduceFetchState_1 = require("../../commonStateTypes/reduceFetchState");
 const companySelector_1 = require("../../entity/company/companySelector");
 const tagSelector_1 = require("../../entity/tag/tagSelector");
 const taskSelector_1 = require("../../entity/task/taskSelector");
 const userSelector_1 = require("../../entity/user/userSelector");
 exports.getCompanyTaskManagerView = (0, toolkit_1.createSelector)((state) => state.companyTaskManagerViewState, (state) => state.companyState, (state) => state.userState, (state) => state.taskState, (state) => state.tagState, (companyTaskManagerViewState, companyState, userState, taskState, tagState) => {
-    const { taskIds, uiState, totalTaskCount, metrics, metricsFetchState } = companyTaskManagerViewState;
+    const { taskIds, uiState, fetchState, error, totalTaskCount, metrics, metricsFetchState, } = companyTaskManagerViewState;
     const tasksList = [];
     taskIds.forEach((taskId) => {
         const task = (0, taskSelector_1.getTaskById)(taskState, taskId);
@@ -30,22 +29,13 @@ exports.getCompanyTaskManagerView = (0, toolkit_1.createSelector)((state) => sta
             }
         }
     });
-    const allCompanyIds = companyTaskManagerViewState.cockpitContext.companyIds;
-    const companies = (0, companySelector_1.getCompanyByCompanyIds)(companyState, allCompanyIds).map((c) => c.company);
-    const users = (0, userSelector_1.getUsersByUserIds)(userState, companyTaskManagerViewState.cockpitContext.userIds);
-    const fetchStateAndError = (0, reduceFetchState_1.reduceAnyFetchState)([
-        companyTaskManagerViewState,
-        companyTaskManagerViewState.cockpitContext,
-    ]);
     return {
-        companies,
         metrics,
         metricsFetchState,
         tasksList,
         uiState,
-        fetchState: fetchStateAndError.fetchState,
-        error: fetchStateAndError.error,
+        fetchState,
+        error,
         totalTaskCount,
-        users,
     };
 });

package/lib/view/companyTaskManagerView/companyTaskManagerViewState.d.ts CHANGED Viewed

@@ -1,7 +1,7 @@
 import { FetchState, FetchedState, ID } from '../../commonStateTypes/common';
 import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { ZeniAPIStatus } from '../../responsePayload';
-import { CockpitFilters, TaskManagerViewSortKey } from '../companyView/types/cockpitTypes';
+import { PageToken } from '../../commonStateTypes/viewAndReport/viewAndReport';
+import { TaskManagerViewSortKey } from '../companyView/types/cockpitTypes';
 export interface TaskManagerMetrics {
     closed: number;
     open: number;
@@ -9,20 +9,12 @@ export interface TaskManagerMetrics {
     total: number;
 }
 export interface CompanyTaskManagerViewUIState {
-    filters: CockpitFilters;
     filterText: string;
-    from: number;
+    pageToken: PageToken;
     sortKey: TaskManagerViewSortKey;
     sortOrder: SortOrder;
 }
 export interface CompanyTaskManagerViewState extends FetchedState {
-    cockpitContext: {
-        companyIds: ID[];
-        fetchState: FetchState;
-        userGroupIds: ID[];
-        userIds: ID[];
-        error?: ZeniAPIStatus;
-    };
     metrics: TaskManagerMetrics;
     metricsFetchState: FetchState;
     taskIds: ID[];

package/lib/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.d.ts CHANGED Viewed

@@ -1,9 +1,11 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { Observable } from 'rxjs';
+import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
+import { updateAllUsers } from '../../../entity/user/userReducer';
 import { RootState } from '../../../reducer';
 import { ZeniAPI } from '../../../zeniAPI';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess } from '../companyTaskManagerViewReducer';
-export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
+export type ActionType = ReturnType<typeof fetchCompanyTaskManagerView> | ReturnType<typeof updateCompanyTaskManagerViewOnSuccess> | ReturnType<typeof updateTasks> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateAllUsers> | ReturnType<typeof updateTags> | ReturnType<typeof updateCompanyTaskManagerViewOnFailure>;
 export declare const fetchCompanyTaskManagerViewEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.js CHANGED Viewed

@@ -4,35 +4,51 @@ exports.fetchCompanyTaskManagerViewEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const sortOrderPayload_1 = require("../../../commonPayloadTypes/sortOrderPayload");
+const companyReducer_1 = require("../../../entity/company/companyReducer");
 const tagReducer_1 = require("../../../entity/tag/tagReducer");
 const taskReducer_1 = require("../../../entity/task/taskReducer");
+const userReducer_1 = require("../../../entity/user/userReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const companyTaskManagerViewReducer_1 = require("../companyTaskManagerViewReducer");
-const DEFAULT_PAGE_SIZE = 100;
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
 const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView.match), (0, operators_1.switchMap)((action) => {
-    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
+    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
     const queryValue = {
-        size: DEFAULT_PAGE_SIZE,
-        from: fromOffset,
-        global_search: searchString ?? '',
+        page_token: pageToken,
         sort_by: toSortKeyPayload(sortKey),
         sort_order: (0, sortOrderPayload_1.getSortOrder)(sortOrder),
-        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
-        ...(filters?.categories != null && filters.categories.length > 0
-            ? { filter_by: toFilterByPayload(filters) }
-            : {}),
+        search_text: searchString ?? '',
+        view: 'cockpit_task_manager_view',
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
-            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
+            const tasksList = response.data.tasks;
             const actions = [
                 (0, companyTaskManagerViewReducer_1.updateCompanyTaskManagerViewOnSuccess)({
                     data: response.data,
                 }),
                 (0, taskReducer_1.updateTasks)(tasksList),
-                (0, tagReducer_1.updateTags)(tasksList.flatMap((task) => task.tags)),
+                (0, companyReducer_1.updateCompanies)({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                (0, tagReducer_1.updateTags)(tasksList.map((task) => task.tags).flat()),
+                (0, userReducer_1.updateAllUsers)({ users: response.data.users }),
             ];
             return (0, rxjs_1.from)(actions);
         }
@@ -50,28 +66,3 @@ const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$
     }));
 }));
 exports.fetchCompanyTaskManagerViewEpic = fetchCompanyTaskManagerViewEpic;
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
-const toFilterByPayload = (filters) => {
-    if (filters.categories == null) {
-        return [];
-    }
-    return filters.categories.map((category) => ({
-        field: category.field ?? '',
-        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
-        values: category.values.map((v) => String(v)),
-        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
-    }));
-};

package/lib/view/companyView/companyViewReducer.d.ts CHANGED Viewed

@@ -68,18 +68,7 @@ export declare const fetchCompanyPassportView: import("@reduxjs/toolkit").Action
     enabled: boolean;
 }, "companyView/updateAccountingClassesEnabled", never, never>, updateAccountingClassesEnabledSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateAccountingClassesEnabledSuccess">, updateAccountingClassesEnabledFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     status: ZeniAPIStatus;
-}, "companyView/updateAccountingClassesEnabledFailure">, updateCapitalizationAccountThreshold: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string, threshold: number | null, dismissOnboardingForAccount?: boolean | undefined, allOverrides?: Record<string, number> | null | undefined], {
-    companyId: string;
-    accountId: string;
-    threshold: number | null;
-    dismissOnboardingForAccount: boolean | undefined;
-    allOverrides: Record<string, number> | null | undefined;
-}, "companyView/updateCapitalizationAccountThreshold", never, never>, updateCapitalizationAccountThresholdSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"companyView/updateCapitalizationAccountThresholdSuccess">, updateCapitalizationAccountThresholdFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    status: ZeniAPIStatus;
-}, "companyView/updateCapitalizationAccountThresholdFailure">, dismissCapitalizationOnboarding: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, accountId: string], {
-    companyId: string;
-    accountId: string;
-}, "companyView/dismissCapitalizationOnboarding", never, never>, companyPassportUpdatePrimaryContact: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, primaryContact: PrimaryContactLocalData], {
+}, "companyView/updateAccountingClassesEnabledFailure">, companyPassportUpdatePrimaryContact: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, primaryContact: PrimaryContactLocalData], {
     companyId: string;
     primaryContact: PrimaryContactLocalData;
 }, "companyView/companyPassportUpdatePrimaryContact", never, never>, companyPassportUpdatePrimaryContactSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {

package/lib/view/companyView/companyViewReducer.js CHANGED Viewed

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.dismissCapitalizationOnboarding = exports.updateCapitalizationAccountThresholdFailure = exports.updateCapitalizationAccountThresholdSuccess = exports.updateCapitalizationAccountThreshold = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
-exports.updateMetaDataOnSendMonthEndReport = exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = void 0;
+exports.updateCompanyMetaDataOnFailure = exports.updateCompanyMetaDataOnSuccess = exports.fetchCompanyMetaData = exports.updateCompanyDownloadState = exports.updateParentSubsidiaryViewOnFailure = exports.updateParentSubsidiaryView = exports.fetchParentSubsidiaryManagementView = exports.saveCompanyPassportDetails = exports.saveIndustryAndIncDateInCompanyPassportLocalStore = exports.updateCompanyPassportLocalStoreData = exports.companyPassportCreateCompanyOfficersFailure = exports.companyPassportCreateCompanyOfficersSuccess = exports.companyPassportCreateCompanyOfficers = exports.companyPassportUpdateCompanyOfficerFailure = exports.companyPassportUpdateCompanyOfficerSuccess = exports.companyPassportUpdateCompanyOfficer = exports.companyPassportUpdatePrimaryContactFailure = exports.companyPassportUpdatePrimaryContactSuccess = exports.companyPassportUpdatePrimaryContact = exports.updateAccountingClassesEnabledFailure = exports.updateAccountingClassesEnabledSuccess = exports.updateAccountingClassesEnabled = exports.companyPassportUpdateCompanyDetailsFailure = exports.companyPassportUpdateCompanyDetailsSuccess = exports.companyPassportUpdateCompanyDetails = exports.companyPassportClearDataInLocalStore = exports.deleteCompanyOfficerInLocalStore = exports.companyPassportSaveDataInLocalStore = exports.updateCompanyManagementUIState = exports.updateCompanyPortfolioUIState = exports.clearCompanyView = exports.updateZeniUsersOnFailure = exports.updateZeniUsersOnSuccess = exports.fetchZeniUsers = exports.fetchCompanyPortfolioView = exports.updateCompanyViewOnFailure = exports.updateCompanyViewOnSuccess = exports.companyManagementSaveUpdatesFailure = exports.companyManagementSaveUpdatesSuccess = exports.companyManagementDiscardUpdates = exports.companyManagementSavePendingUpdates = exports.companyManagementSaveUpdates = exports.fetchCompanyManagementView = exports.fetchPortfolioView = exports.fetchSubscriptionView = exports.fetchManagementView = exports.fetchOnboardingView = exports.fetchAllCockpitViews = exports.fetchCompanyPassportView = exports.initialState = void 0;
+exports.updateMetaDataOnSendMonthEndReport = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const parentSubsidiaryViewState_1 = require("./parentSubsidiaryView/parentSubsidiaryViewState");
 const companyManagementViewState_1 = require("./types/companyManagementViewState");
@@ -314,51 +314,6 @@ const companyView = (0, toolkit_1.createSlice)({
                 error: action.payload.status,
             };
         },
-        updateCapitalizationAccountThreshold: {
-            prepare(companyId, accountId, threshold, dismissOnboardingForAccount, allOverrides) {
-                return {
-                    payload: {
-                        companyId,
-                        accountId,
-                        threshold,
-                        dismissOnboardingForAccount,
-                        allOverrides,
-                    },
-                };
-            },
-            reducer(draft,
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _action) {
-                draft.passportView.capitalizationThresholdUpdateStatus = {
-                    fetchState: 'In-Progress',
-                    error: undefined,
-                };
-            },
-        },
-        updateCapitalizationAccountThresholdSuccess(draft) {
-            draft.passportView.capitalizationThresholdUpdateStatus = {
-                fetchState: 'Completed',
-                error: undefined,
-            };
-        },
-        updateCapitalizationAccountThresholdFailure(draft, action) {
-            draft.passportView.capitalizationThresholdUpdateStatus = {
-                fetchState: 'Error',
-                error: action.payload.status,
-            };
-        },
-        dismissCapitalizationOnboarding: {
-            prepare(companyId, accountId) {
-                return { payload: { companyId, accountId } };
-            },
-            reducer(
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _draft,
-            // eslint-disable-next-line @typescript-eslint/no-unused-vars
-            _action) {
-                // No loading state needed — fire-and-forget
-            },
-        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -632,5 +587,5 @@ const companyView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.updateCapitalizationAccountThreshold = _a.updateCapitalizationAccountThreshold, exports.updateCapitalizationAccountThresholdSuccess = _a.updateCapitalizationAccountThresholdSuccess, exports.updateCapitalizationAccountThresholdFailure = _a.updateCapitalizationAccountThresholdFailure, exports.dismissCapitalizationOnboarding = _a.dismissCapitalizationOnboarding, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
+_a = companyView.actions, exports.fetchCompanyPassportView = _a.fetchCompanyPassportView, exports.fetchAllCockpitViews = _a.fetchAllCockpitViews, exports.fetchOnboardingView = _a.fetchOnboardingView, exports.fetchManagementView = _a.fetchManagementView, exports.fetchSubscriptionView = _a.fetchSubscriptionView, exports.fetchPortfolioView = _a.fetchPortfolioView, exports.fetchCompanyManagementView = _a.fetchCompanyManagementView, exports.companyManagementSaveUpdates = _a.companyManagementSaveUpdates, exports.companyManagementSavePendingUpdates = _a.companyManagementSavePendingUpdates, exports.companyManagementDiscardUpdates = _a.companyManagementDiscardUpdates, exports.companyManagementSaveUpdatesSuccess = _a.companyManagementSaveUpdatesSuccess, exports.companyManagementSaveUpdatesFailure = _a.companyManagementSaveUpdatesFailure, exports.updateCompanyViewOnSuccess = _a.updateCompanyViewOnSuccess, exports.updateCompanyViewOnFailure = _a.updateCompanyViewOnFailure, exports.fetchCompanyPortfolioView = _a.fetchCompanyPortfolioView, exports.fetchZeniUsers = _a.fetchZeniUsers, exports.updateZeniUsersOnSuccess = _a.updateZeniUsersOnSuccess, exports.updateZeniUsersOnFailure = _a.updateZeniUsersOnFailure, exports.clearCompanyView = _a.clearCompanyView, exports.updateCompanyPortfolioUIState = _a.updateCompanyPortfolioUIState, exports.updateCompanyManagementUIState = _a.updateCompanyManagementUIState, exports.companyPassportSaveDataInLocalStore = _a.companyPassportSaveDataInLocalStore, exports.deleteCompanyOfficerInLocalStore = _a.deleteCompanyOfficerInLocalStore, exports.companyPassportClearDataInLocalStore = _a.companyPassportClearDataInLocalStore, exports.companyPassportUpdateCompanyDetails = _a.companyPassportUpdateCompanyDetails, exports.companyPassportUpdateCompanyDetailsSuccess = _a.companyPassportUpdateCompanyDetailsSuccess, exports.companyPassportUpdateCompanyDetailsFailure = _a.companyPassportUpdateCompanyDetailsFailure, exports.updateAccountingClassesEnabled = _a.updateAccountingClassesEnabled, exports.updateAccountingClassesEnabledSuccess = _a.updateAccountingClassesEnabledSuccess, exports.updateAccountingClassesEnabledFailure = _a.updateAccountingClassesEnabledFailure, exports.companyPassportUpdatePrimaryContact = _a.companyPassportUpdatePrimaryContact, exports.companyPassportUpdatePrimaryContactSuccess = _a.companyPassportUpdatePrimaryContactSuccess, exports.companyPassportUpdatePrimaryContactFailure = _a.companyPassportUpdatePrimaryContactFailure, exports.companyPassportUpdateCompanyOfficer = _a.companyPassportUpdateCompanyOfficer, exports.companyPassportUpdateCompanyOfficerSuccess = _a.companyPassportUpdateCompanyOfficerSuccess, exports.companyPassportUpdateCompanyOfficerFailure = _a.companyPassportUpdateCompanyOfficerFailure, exports.companyPassportCreateCompanyOfficers = _a.companyPassportCreateCompanyOfficers, exports.companyPassportCreateCompanyOfficersSuccess = _a.companyPassportCreateCompanyOfficersSuccess, exports.companyPassportCreateCompanyOfficersFailure = _a.companyPassportCreateCompanyOfficersFailure, exports.updateCompanyPassportLocalStoreData = _a.updateCompanyPassportLocalStoreData, exports.saveIndustryAndIncDateInCompanyPassportLocalStore = _a.saveIndustryAndIncDateInCompanyPassportLocalStore, exports.saveCompanyPassportDetails = _a.saveCompanyPassportDetails, exports.fetchParentSubsidiaryManagementView = _a.fetchParentSubsidiaryManagementView, exports.updateParentSubsidiaryView = _a.updateParentSubsidiaryView, exports.updateParentSubsidiaryViewOnFailure = _a.updateParentSubsidiaryViewOnFailure, exports.updateCompanyDownloadState = _a.updateCompanyDownloadState, exports.fetchCompanyMetaData = _a.fetchCompanyMetaData, exports.updateCompanyMetaDataOnSuccess = _a.updateCompanyMetaDataOnSuccess, exports.updateCompanyMetaDataOnFailure = _a.updateCompanyMetaDataOnFailure, exports.updateMetaDataOnSendMonthEndReport = _a.updateMetaDataOnSendMonthEndReport;
 exports.default = companyView.reducer;

package/lib/view/companyView/epic/fetchAllCockpitViewsEpic.js CHANGED Viewed

@@ -24,7 +24,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
             (0, reviewCompanyViewReducer_1.fetchReviewCompanyView)(),
             (0, companyHealthMetricViewReducer_1.fetchCompanyHealthMetricView)(),
             (0, companyViewReducer_1.fetchCompanyMetaData)(),
-            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false),
+            (0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false),
             (0, companyHealthMetricConfigReducer_1.fetchCompanyHealthMetricConfig)(),
         ]);
     }
@@ -77,7 +77,7 @@ const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe((0, operato
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(0, 'dueDate', 'descending', false));
+            fetchActions.push((0, companyTaskManagerViewReducer_1.fetchCompanyTaskManagerView)(null, 'dueDate', 'descending', false));
         }
         return (0, rxjs_1.from)(fetchActions);
     }

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

@@ -7,7 +7,7 @@ export declare const toPortfolioSortKeyType: (v: string) => "companyName" | "exp
 export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "companyName" | "group" | "controller" | "plans" | "monthlyRecurringRevenue" | "notes" | "taxStatus" | "preparer" | "reviewer" | "annualRecurringRevenue" | "task" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "notes" | "businessVerified" | "identityVerified" | "bankAccountLinked" | "customerCreated" | "groupCreated" | "qboLinked" | "enroller" | "invite" | "latestCreated";
 export declare const toHealthSortKeyType: (v: string) => "companyName" | "group" | "controller" | "monthlyRecurringRevenue" | "runway" | "companyEngagementMetricsUpdatedAt" | "customerSatisfactionScore" | "externalProductServiceExposure" | "netPromoterScore" | "customerSuccessManager" | "issues" | "productVerticals" | "churnProbability" | "lastReportSent" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
-export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "priority" | "tags" | "createdBy" | "dueDate" | "assignee" | "taskName";
+export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "tags" | "createdBy" | "dueDate" | "priority" | "assignee" | "taskName";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;
@@ -18,12 +18,11 @@ export type ManagementViewFilterCategoryField = 'controllerUserIds' | 'customerS
 export type SubscriptionViewFilterCategoryField = 'controllerUserIds' | 'statusCode' | 'recommendedActionCode' | 'subscriptionPlans' | 'subscriptionAddOns' | 'avg2MonthExpenses' | 'slabLowerLimit' | 'slabUpperLimit' | 'monthlyRecurringRevenue';
 export type PortfolioViewFilterCategoryField = 'netBurnOrIncome' | 'cashPosition' | 'income' | 'expenses' | 'runway';
 export type HealthMonitorViewFilterCategoryField = 'verticalProductServices' | 'runway' | 'netPromoterScore' | 'customerSatisfactionScore' | 'churnProbabilityPercentage' | 'controller' | 'customerSuccessManager' | 'lastReportSent' | 'subscriptionStartDate' | 'subscriptionRenewalDate' | 'externalProductServiceExposure' | 'companyEngagementMetricsUpdatedAt' | 'companyGroupId' | 'monthlyRecurringRevenue';
-export type TaskManagerViewFilterCategoryField = 'assignees' | 'creationDate' | 'dueDate' | 'priority' | 'status' | 'company_id' | 'tag';
 export interface CockpitFilterCategory {
     matchingOperator: 'equal' | 'not_equal';
     values: FilterCategoryValueType[];
     valuesCombinationOperator: 'ANY' | 'ALL';
-    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField | TaskManagerViewFilterCategoryField;
+    field?: AiAccountantFilterCategoryField | ManagementViewFilterCategoryField | SubscriptionViewFilterCategoryField | PortfolioViewFilterCategoryField | HealthMonitorViewFilterCategoryField;
 }
 export interface CockpitFilters {
     categories?: CockpitFilterCategory[];

package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts CHANGED Viewed

@@ -5,7 +5,6 @@ import { CompanyOfficerLocalData, CompanyOfficerType, PrimaryContactLocalData }
 export type UpdateActionType = 'company_update' | 'user_create' | 'user_update';
 export interface CompanyPassportViewState extends CommonState, FetchedState {
     accountingClassesUpdateStatus: FetchStateAndError;
-    capitalizationThresholdUpdateStatus: FetchStateAndError;
     companyDetails: {
         updateStatus: FetchStateAndError;
         localData?: CompanyDetailsLocalData;

package/lib/view/companyView/types/companyPassport/companyPassportViewState.js CHANGED Viewed

@@ -8,10 +8,6 @@ exports.initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
-    capitalizationThresholdUpdateStatus: {
-        fetchState: 'Not-Started',
-        error: undefined,
-    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

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

@@ -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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "other_connection" | "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" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[] | 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "other_connection" | "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" | "excluded_account_reconciliation")[] | 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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "other_connection" | "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" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts")[];
+    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" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "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" | "other_connection" | "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" | "excluded_account_reconciliation")[];
 }, "dashboard/fetchDashboard", never, never>, updateTreasuryVideoClosed: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/updateTreasuryVideoClosed">, clearDashboard: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"dashboard/clearDashboard">;
 declare const _default: import("redux").Reducer<DashboardState>;
 export default _default;

package/lib/view/dashboard/dashboardReducer.js CHANGED Viewed

@@ -4,10 +4,9 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.clearDashboard = exports.updateTreasuryVideoClosed = exports.fetchDashboard = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
-const treasurySetupViewReducer_1 = require("../spendManagement/treasury/treasurySetUp/treasurySetupViewReducer");
 exports.initialState = {
-    isTreasuryVideoClosed: false,
     lastFetchRequestTime: undefined,
+    isTreasuryVideoClosed: false,
 };
 const dashboard = (0, toolkit_1.createSlice)({
     name: 'dashboard',
@@ -37,15 +36,6 @@ const dashboard = (0, toolkit_1.createSlice)({
             Object.assign(draft, exports.initialState);
         },
     },
-    extraReducers: (builder) => {
-        builder
-            .addCase(treasurySetupViewReducer_1.updateTreasuryPromoRemindMeLaterClicked, (draft) => {
-            draft.isTreasuryVideoClosed = true;
-        })
-            .addCase(treasurySetupViewReducer_1.updateTreasuryPromoIntroClosedByOutsideClick, (draft) => {
-            draft.isTreasuryVideoClosed = true;
-        });
-    },
 });
 _a = dashboard.actions, exports.fetchDashboard = _a.fetchDashboard, exports.updateTreasuryVideoClosed = _a.updateTreasuryVideoClosed, exports.clearDashboard = _a.clearDashboard;
 exports.default = dashboard.reducer;

package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js CHANGED Viewed

@@ -12,7 +12,7 @@ const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsView
 const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
-    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { cacheOverride, refreshViewInBackground, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses, } = action.payload;
     const state = state$.value;
     const { monthEndCloseChecksState } = state;
     const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
@@ -33,7 +33,7 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
     }
     if (cacheOverride === true) {
         const actions = [];
-        actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
+        actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
             amount: 75.0,
             currencyCode: 'USD',
             currencySymbol: '$',
@@ -86,7 +86,7 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
             (state.expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab].hasValidState() === false ||
                 state.expenseAutomationTransactionsViewState
                     .transactionCategorizationView[selectedTransactionCategorizationTab].transactionIdsBySelectedPeriod[monthYearPeriodId] == null)) {
-            fetchActions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled));
+            fetchActions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground, false, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses));
         }
         return (0, rxjs_1.from)(fetchActions);
     }

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

@@ -13,7 +13,7 @@ const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsView
 const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.refreshExpenseAutomationCurrentTab.match), (0, operators_1.switchMap)((action) => {
-    const { isUncategorizedExpenseCategoryEnabled } = action.payload;
+    const { countOnlyStatuses, isUncategorizedExpenseCategoryEnabled, statuses, } = action.payload;
     const state = state$.value;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const companyId = currentTenant.companyId;
@@ -64,10 +64,11 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
             }
         }
         case 'transaction_categorization':
-        default:
+        default: {
             return (0, rxjs_1.from)([
-                (0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled),
+                (0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, true, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled, statuses, countOnlyStatuses),
             ]);
+        }
     }
 }));
 exports.refreshExpenseAutomationCurrentTabEpic = refreshExpenseAutomationCurrentTabEpic;

package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.d.ts CHANGED Viewed

@@ -4,11 +4,5 @@ import { updateTransactions } from '../../../../entity/transaction/transactionRe
 import { RootState } from '../../../../reducer';
 import { ZeniAPI } from '../../../../zeniAPI';
 import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess } from '../../reducers/missingReceiptsViewReducer';
-/**
- * `auto_categorized` for manual transaction search (Unmatched).
- * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
- * when the expense-automation API documents the intended filter for this flow.
- */
-export declare const MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
 export type ActionType = ReturnType<typeof searchTransactionsForManualMatch> | ReturnType<typeof searchTransactionsForManualMatchSuccess> | ReturnType<typeof searchTransactionsForManualMatchFailure> | ReturnType<typeof updateTransactions>;
 export declare const searchTransactionsForManualMatchEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;