@zeniai/client-epic-state 5.0.15 → 5.0.16-betaJK2

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerState.d.ts

@@ -1,9 +1,10 @@
 import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
-export declare const toAiAccountantOperationType: (v: string) => "onboard" | "offboard" | "retrain" | "full_pipeline" | "cancel_onboarding";
+export declare const toAiAccountantOperationType: (v: string) => "onboard" | "offboard" | "retrain" | "evaluate" | "full_pipeline" | "cancel_onboarding";
 export type AiAccountantOperationType = ReturnType<typeof toAiAccountantOperationType>;
 export declare const toAiAccountantEnrollmentStatus: (v: string) => "onboarding" | "error" | "active" | "pending" | "offboarding" | "offboarded" | "failed";
 export type AiAccountantEnrollmentStatus = ReturnType<typeof toAiAccountantEnrollmentStatus>;
+export declare const getAllowedOperationsForStatus: (status: string | null | undefined) => AiAccountantOperationType[];
 export declare const toAiAccountantJobStatus: (v: string) => "failed" | "queued" | "running" | "completed" | "cancelled" | "retried";
 export type AiAccountantJobStatus = ReturnType<typeof toAiAccountantJobStatus>;
 export interface AiAccountantEnrollment {

package/lib/entity/aiAccountantCustomer/aiAccountantCustomerState.js

@@ -1,12 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.toAiAccountantOperationType = void 0;
+exports.toAiAccountantJobStatus = exports.getAllowedOperationsForStatus = exports.toAiAccountantEnrollmentStatus = exports.toAiAccountantOperationType = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 // ── Operation Type ──
 const ALL_OPERATION_TYPES = [
     'onboard',
     'offboard',
     'retrain',
+    'evaluate',
     'full_pipeline',
     'cancel_onboarding',
 ];
@@ -24,6 +25,20 @@ const ALL_ENROLLMENT_STATUSES = [
 ];
 const toAiAccountantEnrollmentStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_ENROLLMENT_STATUSES);
 exports.toAiAccountantEnrollmentStatus = toAiAccountantEnrollmentStatus;
+// ── Status → Allowed Operations ──
+const STATUS_ALLOWED_OPERATIONS = {
+    default: ['onboard', 'evaluate', 'full_pipeline'],
+    active: ['retrain', 'offboard'],
+    onboarding: ['cancel_onboarding'],
+    offboarding: [],
+};
+const getAllowedOperationsForStatus = (status) => {
+    if (status == null) {
+        return STATUS_ALLOWED_OPERATIONS.default;
+    }
+    return STATUS_ALLOWED_OPERATIONS[status] ?? STATUS_ALLOWED_OPERATIONS.default;
+};
+exports.getAllowedOperationsForStatus = getAllowedOperationsForStatus;
 // ── Job Status ──
 const ALL_JOB_STATUSES = [
     'queued',

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerState.js

@@ -4,6 +4,7 @@ const ALL_OPERATION_TYPES = [
     'onboard',
     'offboard',
     'retrain',
+    'evaluate',
     'full_pipeline',
     'cancel_onboarding',
 ];
@@ -19,6 +20,19 @@ const ALL_ENROLLMENT_STATUSES = [
     'error',
 ];
 export const toAiAccountantEnrollmentStatus = (v) => stringToUnion(v, ALL_ENROLLMENT_STATUSES);
+// ── Status → Allowed Operations ──
+const STATUS_ALLOWED_OPERATIONS = {
+    default: ['onboard', 'evaluate', 'full_pipeline'],
+    active: ['retrain', 'offboard'],
+    onboarding: ['cancel_onboarding'],
+    offboarding: [],
+};
+export const getAllowedOperationsForStatus = (status) => {
+    if (status == null) {
+        return STATUS_ALLOWED_OPERATIONS.default;
+    }
+    return STATUS_ALLOWED_OPERATIONS[status] ?? STATUS_ALLOWED_OPERATIONS.default;
+};
 // ── Job Status ──
 const ALL_JOB_STATUSES = [
     'queued',

package/lib/esm/index.js

@@ -607,7 +607,7 @@ export { fetchInternationalVerificationForm, submitInternationalVerificationForm
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryVideoViewed, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
 // ── AI Accountant Entity ──
-export { toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
+export { getAllowedOperationsForStatus, toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
 export { toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from './entity/aiAccountantCustomer/aiAccountantCustomerPayload';
 export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomer, updateAiAccountantJobs, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';
 export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';

package/lib/esm/view/monthEndCloseChecksView/monthEndCloseChecksViewSelector.js

@@ -1,28 +1,24 @@
 import { createSelector } from '@reduxjs/toolkit';
-import isEqual from 'lodash/isEqual';
 import { DEFAULT_DATE_FORMAT } from '../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
-import { toMonth, toMonthYearPeriodId, } from '../../commonStateTypes/timePeriod';
+import { toMonthYearPeriodId, } from '../../commonStateTypes/timePeriod';
 import { getMonthEndCloseChecksByTenantId } from '../../entity/monthEndCloseChecks/monthEndCloseChecksSelector';
 import { defaultMonthYearPeriod } from '../../entity/tenant/epic/fetchAllTenantsEpic';
 import { getCurrentTenant, } from '../../entity/tenant/tenantSelector';
-import { date, dateNow } from '../../zeniDayJS';
+import { date } from '../../zeniDayJS';
 export const isMonthEndInsightDisabled = (currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary) => {
+    console.log('jklogs ~ isMonthEndInsightDisabled ~ selectedPeriod:', selectedPeriod);
+    console.log('jklogs ~ isMonthEndInsightDisabled ~ userAllowedToAccessMonthEndInsights:', userAllowedToAccessMonthEndInsights);
     if (auditSummary != null) {
         if (auditSummary.auditScorePercentage < 75 &&
             userAllowedToAccessMonthEndInsights === false) {
             return true;
         }
-        const previousMonthPeriod = {
-            month: toMonth(dateNow().subtract(1, 'month').month() + 1),
-            year: dateNow().subtract(1, 'month').year(),
-        };
-        if (!isEqual(previousMonthPeriod, selectedPeriod)) {
-            return true;
-        }
         // if the selected period is November 2024, then book close date should not be null and book close date should be 30th November 2024
         const { bookCloseDate } = currentTenant;
+        console.log('jklogs ~ isMonthEndInsightDisabled ~ bookCloseDate:', bookCloseDate);
         const selectedPeriodFirstDay = date(`${selectedPeriod.year}-${selectedPeriod.month}-01`);
         const selectedPeriodLastDay = selectedPeriodFirstDay.endOf('month');
+        console.log('jklogs ~ isMonthEndInsightDisabled ~ selectedPeriodLastDay:', selectedPeriodLastDay);
         if (bookCloseDate == null ||
             bookCloseDate.format(DEFAULT_DATE_FORMAT) !==
                 selectedPeriodLastDay.format(DEFAULT_DATE_FORMAT)) {
@@ -56,7 +52,7 @@ export const getMonthEndCloseChecksViewByTenantId = createSelector((state) => st
             if (check.id === 'month_end_insights') {
                 const isDisabled = monthEndCloseChecks.reportEmailSentDate == null
                     ? isMonthEndInsightDisabled(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, monthEndCloseChecks.auditSummary)
-                    : false;
+                    : true;
                 return {
                     ...check,
                     isDisabled,

package/lib/index.d.ts

@@ -863,7 +863,7 @@ export { Country };
 export { InternationalWireVerificationState, VerificationFormField, VerificationFormLocalData, FieldValueType, fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, InternationalWireVerificationView, };
 export { fetchExpressPayInitialDetails, updateExpressPayFormLocalData, submitExpressPay, resetExpressPayLocalData, ExpressPayFormLocalData, ExpressPayView, getExpressPayView, };
 export { acceptTreasuryTerms, fetchTreasurySetupView, clearTreasurySetupView, fetchTreasuryFunds, updatePortfolioAllocation, fetchPortfolioAllocation, updateFundAllocationLocalData, updateTreasuryVideoViewed, FundAllocationOption, FundComposition, FundData, TreasurySetupView, getTreasurySetupViewDetails, getTreasuryFundsMaximumYield, };
-export { AiAccountantCustomer, AiAccountantCustomerState, AiAccountantEnrollment, AiAccountantEnrollmentStatus, AiAccountantJob, AiAccountantJobStatus, AiAccountantOperationType, toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
+export { AiAccountantCustomer, AiAccountantCustomerState, AiAccountantEnrollment, AiAccountantEnrollmentStatus, AiAccountantJob, AiAccountantJobStatus, AiAccountantOperationType, getAllowedOperationsForStatus, toAiAccountantEnrollmentStatus, toAiAccountantJobStatus, toAiAccountantOperationType, } from './entity/aiAccountantCustomer/aiAccountantCustomerState';
 export { AiAccountantCustomerPayload, AiAccountantEnrollmentPayload, AiAccountantJobPayload, toAiAccountantCustomer, toAiAccountantEnrollment, toAiAccountantJob, } from './entity/aiAccountantCustomer/aiAccountantCustomerPayload';
 export { AiAccountantCancelOnboardingResponse, AiAccountantCancelOnboardingResponseData, AiAccountantCustomersResponse, AiAccountantCustomersResponseData, AiAccountantJobsResponse, AiAccountantJobsResponseData, AiAccountantTriggerJobResponse, AiAccountantTriggerJobResponseData, } from './view/aiAccountantView/aiAccountantViewPayload';
 export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAccountantCustomer, updateAiAccountantJobs, } from './entity/aiAccountantCustomer/aiAccountantCustomerReducer';

package/lib/index.js

@@ -67,9 +67,9 @@ exports.toScheduleSubTabType = exports.toScheduleListTabsFileTypeStrict = export
 exports.updateCreateGlobalMerchantLocalData = exports.createGlobalMerchant = exports.fetchGlobalMerchantRecommendation = exports.getVendorDetailSelectorView = exports.saveVendorDetailsView = exports.updateReviewVendorDetailLocalData = exports.clearGlobalMerchantAutoCompleteResults = exports.fetchGlobalMerchantAutoCompleteView = exports.updateVendorFirstReviewSortUiState = exports.updateVendorFirstReviewViewLocalData = exports.saveVendorFirstReviewView = exports.clearRecentlySavedErroredVendorData = exports.updateVendorFirstReviewViewPageToken = exports.resetVendorFirstReviewLocalData = exports.updateVendorFirstReviewViewScrollYOffset = exports.fetchVendorFirstReviewAttachments = exports.fetchVendorFirstReviewView = exports.getVendorFirstReviewAttachmentView = exports.getVendorFirstReviewView = exports.getGlobalMerchantAutoCompleteResults = exports.toVendorFirstReviewViewColumnKeyType = exports.getVendorTabView = exports.updateVendorTabViewTab = exports.fetchVendorTabView = exports.resetMarkAsCompleteStatus = exports.markAsCompleteScheduleDetail = exports.getDefaultSelectedTimeframeForScheduleType = exports.getFetchStateForScheduleListByType = exports.updatedJELinkWithRecommendedLocalData = exports.resetJELinkInLocalData = exports.updateAmountsInScheduleDetail = exports.updatedJELinkInLocalData = exports.getThirdPartyIDFromQBOURL = exports.getQBOUrlForLink = exports.updatedSelectedJELinkRowIndex = exports.updateAccruedJEScheduleAccruedByListKey = exports.updateScheduleListDownloadState = exports.updateScheduleDetailsLocalData = exports.createNewSchedules = exports.deleteScheduleDetail = exports.saveScheduleDetails = exports.fetchScheduleDetailsPage = exports.getAccruedScheduleDetailsView = exports.getScheduleDetailsView = exports.fetchScheduleDetails = exports.updateSelectedJEScheduleKey = exports.updateScheduleListSortState = exports.updateScheduleListScrollState = exports.updateScheduleListSearchText = exports.updateScheduleListSubTab = void 0;
 exports.getDueDateValueFromDueDateGroupId = exports.initialTaskDetail = exports.fetchAllTaskGroups = exports.getTaskUpdates = exports.toTaskListGroupByKeyTypeStrict = exports.toTaskListGroupByKeyType = exports.updateTaskGroupName = exports.dragNDropTasks = exports.updateTaskListLocalData = exports.deleteTaskGroup = exports.initiateTaskListLocalData = exports.createNewTaskGroup = exports.bulkUpdateTaskList = exports.discardTaskUpdatesInLocalStore = exports.deleteTask = exports.TASK_LIST_GROUP_BY_CATEGORIES = exports.TASK_LIST_FILTER_CATEGORIES = exports.updateTaskFilters = exports.allTaskPriority = exports.allTaskStatus = exports.updateTaskListUIState = exports.updateTaskListSearchText = exports.archiveTask = exports.saveTaskDetail = exports.saveTaskUpdatesToLocalStore = exports.fetchTaskDetailPage = exports.getTaskDetail = exports.fetchTaskListPage = exports.getAllTasks = exports.getTaskGroupById = exports.toRecurringBillFrequencyStrict = exports.toRecurringBillFrequency = exports.updateArAgingNodeCollapseState = exports.getArAgingDetailForCustomer = exports.getArAgingReport = exports.updateArAgingDetailUIState = exports.fetchArAgingDetail = exports.updateArAgingUIState = exports.fetchArAging = exports.updateVendorGlobalReviewViewLocalData = exports.toVendorGlobalReviewColumnSortKeyType = exports.getTenantMerchantByMerchantId = exports.getVendorGlobalReviewView = exports.updateVendorGlobalReviewViewUIState = exports.updateSelectedGlobalMerchant = exports.fetchVendorGlobalReviewView = exports.rejectVendorGlobalReview = exports.approveVendorGlobalReview = exports.getGlobalMerchantView = exports.clearGlobalMerchantView = void 0;
 exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = exports.updateNotificationViewAllNotificationsStatus = exports.fetchNotificationUnreadCountSuccess = exports.fetchNotificationUnreadCount = exports.fetchNotificationView = exports.toNotificationTabTypeStrict = exports.toNotificationSubTabTypeStrict = exports.updateCommentsNotificationsStatuses = exports.updateCommentsNotifications = exports.toNotificationModeStrict = exports.fetchZeniAccountsPromoCard = exports.getZeniAccountsPromoCard = exports.getAuthenticationView = exports.fetchCollaborationAuthToken = exports.clearAuditReportGroupViewByCompanyId = exports.saveReasonForAuditRule = exports.fetchAuditReportGroupView = exports.fetchAuditRuleGroupView = exports.getUserFromAllUsers = exports.getAuditRuleGroupViewSelectorView = exports.getAuditReportGroupViewSelectorView = exports.clearCardPaymentView = exports.resetCardPaymentErrorStatuses = exports.fetchPaymentSources = exports.addCardPaymentSource = exports.confirmCardSetupIntent = exports.createCardSetupIntent = exports.getAllCardsAndBankPaymentMethods = exports.deleteTag = exports.createTag = exports.fetchTagList = exports.getAllTags = exports.initialTaskDetailLocalData = exports.convertHHMMStrToMinutes = exports.updateTaskFromListView = exports.toDueDateGroupKeyType = exports.toTaskStatusCodeType = exports.toPriorityCodeType = void 0;
-exports.getAiAccountantJobsByTenantId = exports.getAiAccountantCustomers = exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.toAiAccountantJob = exports.toAiAccountantEnrollment = exports.toAiAccountantCustomer = exports.toAiAccountantOperationType = exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateTreasuryVideoViewed = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchTaskManagerMetrics = exports.fetchCompanyTaskManagerView = exports.getMinAllowedEndDate = exports.toRecurringFrequency = exports.getRecurringEndDateFromCount = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = void 0;
-exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setSessions = exports.setNewSession = exports.getSuggestedQuestionsForPageContext = exports.getAiCfoView = exports.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateResponseState = exports.deleteChatSession = exports.acceptMasterTOS = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearLastContextMessage = exports.clearDeleteChatSessionStatus = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCotCollapsedState = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = exports.fetchChatSessionsForUser = exports.getAiAccountantCockpitView = exports.updateAiAccountantUIState = exports.triggerAiAccountantJob = exports.setSelectedTenantIdsForJobTrigger = exports.fetchAiAccountantJobs = exports.fetchAiAccountantCustomers = exports.clearAiAccountantView = exports.cancelAiAccountantOnboarding = void 0;
-exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = void 0;
+exports.getAiAccountantCustomers = exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.toAiAccountantJob = exports.toAiAccountantEnrollment = exports.toAiAccountantCustomer = exports.toAiAccountantOperationType = exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.getAllowedOperationsForStatus = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateTreasuryVideoViewed = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchTaskManagerMetrics = exports.fetchCompanyTaskManagerView = exports.getMinAllowedEndDate = exports.toRecurringFrequency = exports.getRecurringEndDateFromCount = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = void 0;
+exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setSessions = exports.setNewSession = exports.getSuggestedQuestionsForPageContext = exports.getAiCfoView = exports.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateResponseState = exports.deleteChatSession = exports.acceptMasterTOS = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearLastContextMessage = exports.clearDeleteChatSessionStatus = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCotCollapsedState = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = exports.fetchChatSessionsForUser = exports.getAiAccountantCockpitView = exports.updateAiAccountantUIState = exports.triggerAiAccountantJob = exports.setSelectedTenantIdsForJobTrigger = exports.fetchAiAccountantJobs = exports.fetchAiAccountantCustomers = exports.clearAiAccountantView = exports.cancelAiAccountantOnboarding = exports.getAiAccountantJobsByTenantId = void 0;
+exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -2083,6 +2083,7 @@ Object.defineProperty(exports, "updateReportUIOptionThisPeriod", { enumerable: t
 Object.defineProperty(exports, "updateReportUIOptionCOABalancesRange", { enumerable: true, get: function () { return reportUIOptionsReducer_1.updateReportUIOptionCOABalancesRange; } });
 // ── AI Accountant Entity ──
 var aiAccountantCustomerState_1 = require("./entity/aiAccountantCustomer/aiAccountantCustomerState");
+Object.defineProperty(exports, "getAllowedOperationsForStatus", { enumerable: true, get: function () { return aiAccountantCustomerState_1.getAllowedOperationsForStatus; } });
 Object.defineProperty(exports, "toAiAccountantEnrollmentStatus", { enumerable: true, get: function () { return aiAccountantCustomerState_1.toAiAccountantEnrollmentStatus; } });
 Object.defineProperty(exports, "toAiAccountantJobStatus", { enumerable: true, get: function () { return aiAccountantCustomerState_1.toAiAccountantJobStatus; } });
 Object.defineProperty(exports, "toAiAccountantOperationType", { enumerable: true, get: function () { return aiAccountantCustomerState_1.toAiAccountantOperationType; } });

package/lib/view/aiAccountantView/aiAccountantViewReducer.d.ts

@@ -14,8 +14,8 @@ export declare const cancelAiAccountantOnboarding: import("@reduxjs/toolkit").Ac
 }, "aiAccountantView/cancelAiAccountantOnboardingSuccess", never, never>, clearAiAccountantView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiAccountantView/clearAiAccountantView">, fetchAiAccountantCustomers: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiAccountantView/fetchAiAccountantCustomers">, fetchAiAccountantJobs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, fetchNextPage?: boolean | undefined], {
     tenantId: string;
     fetchNextPage: boolean;
-}, "aiAccountantView/fetchAiAccountantJobs", never, never>, setSelectedTenantIdsForJobTrigger: import("@reduxjs/toolkit").ActionCreatorWithPayload<string[], "aiAccountantView/setSelectedTenantIdsForJobTrigger">, triggerAiAccountantJob: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[operationType: "onboard" | "offboard" | "retrain" | "full_pipeline" | "cancel_onboarding", startDate: string, endDate: string], {
-    operationType: "onboard" | "offboard" | "retrain" | "full_pipeline" | "cancel_onboarding";
+}, "aiAccountantView/fetchAiAccountantJobs", never, never>, setSelectedTenantIdsForJobTrigger: import("@reduxjs/toolkit").ActionCreatorWithPayload<string[], "aiAccountantView/setSelectedTenantIdsForJobTrigger">, triggerAiAccountantJob: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[operationType: "onboard" | "offboard" | "retrain" | "evaluate" | "full_pipeline" | "cancel_onboarding", startDate: string, endDate: string], {
+    operationType: "onboard" | "offboard" | "retrain" | "evaluate" | "full_pipeline" | "cancel_onboarding";
     startDate: string;
     endDate: string;
 }, "aiAccountantView/triggerAiAccountantJob", never, never>, triggerAiAccountantJobFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "aiAccountantView/triggerAiAccountantJobFailure">, triggerAiAccountantJobSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiAccountantView/triggerAiAccountantJobSuccess">, updateAiAccountantCustomers: import("@reduxjs/toolkit").ActionCreatorWithPayload<AiAccountantCustomerPayload[], "aiAccountantView/updateAiAccountantCustomers">, updateAiAccountantCustomersFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "aiAccountantView/updateAiAccountantCustomersFailure">, updateAiAccountantJobs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, nextPageToken?: string | null | undefined], {

package/lib/view/monthEndCloseChecksView/monthEndCloseChecksViewSelector.js

@@ -1,11 +1,7 @@
 "use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
-};
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getMonthEndCloseChecksViewByTenantId = exports.isMonthEndInsightDisabled = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
-const isEqual_1 = __importDefault(require("lodash/isEqual"));
 const formatZeniDateFY_1 = require("../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
 const monthEndCloseChecksSelector_1 = require("../../entity/monthEndCloseChecks/monthEndCloseChecksSelector");
@@ -13,22 +9,19 @@ const fetchAllTenantsEpic_1 = require("../../entity/tenant/epic/fetchAllTenantsE
 const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const isMonthEndInsightDisabled = (currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary) => {
+    console.log('jklogs ~ isMonthEndInsightDisabled ~ selectedPeriod:', selectedPeriod);
+    console.log('jklogs ~ isMonthEndInsightDisabled ~ userAllowedToAccessMonthEndInsights:', userAllowedToAccessMonthEndInsights);
     if (auditSummary != null) {
         if (auditSummary.auditScorePercentage < 75 &&
             userAllowedToAccessMonthEndInsights === false) {
             return true;
         }
-        const previousMonthPeriod = {
-            month: (0, timePeriod_1.toMonth)((0, zeniDayJS_1.dateNow)().subtract(1, 'month').month() + 1),
-            year: (0, zeniDayJS_1.dateNow)().subtract(1, 'month').year(),
-        };
-        if (!(0, isEqual_1.default)(previousMonthPeriod, selectedPeriod)) {
-            return true;
-        }
         // if the selected period is November 2024, then book close date should not be null and book close date should be 30th November 2024
         const { bookCloseDate } = currentTenant;
+        console.log('jklogs ~ isMonthEndInsightDisabled ~ bookCloseDate:', bookCloseDate);
         const selectedPeriodFirstDay = (0, zeniDayJS_1.date)(`${selectedPeriod.year}-${selectedPeriod.month}-01`);
         const selectedPeriodLastDay = selectedPeriodFirstDay.endOf('month');
+        console.log('jklogs ~ isMonthEndInsightDisabled ~ selectedPeriodLastDay:', selectedPeriodLastDay);
         if (bookCloseDate == null ||
             bookCloseDate.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT) !==
                 selectedPeriodLastDay.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT)) {
@@ -63,7 +56,7 @@ exports.getMonthEndCloseChecksViewByTenantId = (0, toolkit_1.createSelector)((st
             if (check.id === 'month_end_insights') {
                 const isDisabled = monthEndCloseChecks.reportEmailSentDate == null
                     ? (0, exports.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, monthEndCloseChecks.auditSummary)
-                    : false;
+                    : true;
                 return {
                     ...check,
                     isDisabled,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.15",
+  "version": "5.0.16-betaJK2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",