@zeniai/client-epic-state 4.17.34 → 4.17.35

package/lib/commonPayloadTypes/recommendationPayload.d.ts

@@ -8,6 +8,7 @@ export interface RecommendationBasePayload {
     reason?: string;
     type?: string;
     max?: number;
+    recommendation_hash?: string;
 }
 export interface RecommendationPayload {
     accounts?: RecommendedAccountBasePayload[];

package/lib/commonPayloadTypes/recommendationPayload.js

@@ -10,6 +10,7 @@ const toRecommendationBase = (payload) => {
         min: payload.min,
         reason: (_a = payload.reason) !== null && _a !== void 0 ? _a : '',
         type: payload.type,
+        recommendationHash: payload.recommendation_hash,
     };
 };
 exports.toRecommendationBase = toRecommendationBase;

package/lib/commonPayloadTypes/vendorRecommendationPayload.d.ts

@@ -5,6 +5,8 @@ export interface RecommendedVendorBasePayload {
     vendor_id: string | null;
     logo?: URLPayload | null;
     reason?: string | null;
+    recommendation_hash?: string | null;
     website_url?: string | null;
     third_party_merchant_id?: string | null;
+    vendor_name_confidence?: number;
 }

package/lib/commonStateTypes/animations.d.ts

@@ -1,2 +1,2 @@
-export declare const toAnimationsFileName: (v: string) => "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "Confetti" | "ConfettiSuccess" | "DashboardSidebarBackground" | "DashboardSidebarBottom" | "DashboardSidebarLogoDark" | "DashboardSidebarLogoLight" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "ReceiptDark" | "ReceiptLight" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Success" | "VeryHappy" | "ZeniAssist";
+export declare const toAnimationsFileName: (v: string) => "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AiStarPlain" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "Confetti" | "ConfettiSuccess" | "DashboardSidebarBackground" | "DashboardSidebarBottom" | "DashboardSidebarLogoDark" | "DashboardSidebarLogoLight" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "ReceiptDark" | "ReceiptLight" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Success" | "VeryHappy" | "ZeniAssist";
 export type AnimationFileName = ReturnType<typeof toAnimationsFileName>;

package/lib/commonStateTypes/animations.js

@@ -8,6 +8,7 @@ const ALL_ANIMATIONS_FILE_NAMES = [
     'AiIconExit',
     'AiIconLoop',
     'AiStar',
+    'AiStarPlain',
     'AIPoweredInvoiceDark',
     'AIPoweredInvoiceLight',
     'Angry',

package/lib/commonStateTypes/recommendationBase.d.ts

@@ -1,18 +1,26 @@
 import { RecommendedVendorBasePayload } from '../commonPayloadTypes/vendorRecommendationPayload';
-import { RecommendedAccountBase } from '../entity/account/accountState';
-import { RecommendedClassBase } from '../entity/class/classState';
-import { RecommendedVendorBase } from './vendorRecommendation';
+import { RecommendedAccountBase, RecommendedAccountBaseWithCOT } from '../entity/account/accountState';
+import { RecommendedClassBase, RecommendedClassBaseWithCOT } from '../entity/class/classState';
+import { ID } from './common';
+import { RecommendedVendorBase, RecommendedVendorBaseWithCOT } from './vendorRecommendation';
 export interface RecommendationBase {
     min: number;
     reason: string;
     max?: number;
     type?: string;
+    recommendationHash?: ID;
 }
+export type TransactionLineRecommendationFieldTypes = 'vendor' | 'category' | 'class';
 export interface Recommendation {
     account?: RecommendedAccountBase;
     class?: RecommendedClassBase;
     vendor?: RecommendedVendorBase;
 }
+export interface RecommendationWithCOT {
+    account?: RecommendedAccountBaseWithCOT;
+    class?: RecommendedClassBaseWithCOT;
+    vendor?: RecommendedVendorBaseWithCOT;
+}
 export declare const getRecommendationAmountRange: (amountValue: number) => {
     min: number;
     max?: number;

package/lib/commonStateTypes/recommendationBase.js

@@ -39,15 +39,17 @@ const getRecommendationAmountRange = (amountValue) => {
 };
 exports.getRecommendationAmountRange = getRecommendationAmountRange;
 const mapRecommendedVendorPayloadToBase = (payload) => {
-    var _a, _b, _c, _d, _e, _f;
+    var _a, _b, _c, _d, _e, _f, _g;
     return {
         name: payload.vendor_name,
         thirdPartyMerchantId: (_a = payload.third_party_merchant_id) !== null && _a !== void 0 ? _a : undefined,
         id: (_b = payload.vendor_id) !== null && _b !== void 0 ? _b : undefined,
         qboId: (_c = payload.qbo_id) !== null && _c !== void 0 ? _c : undefined,
         reason: (_d = payload.reason) !== null && _d !== void 0 ? _d : undefined,
-        logo: Boolean((_e = payload.logo) === null || _e === void 0 ? void 0 : _e.url) === true
-            ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)((_f = payload.logo) === null || _f === void 0 ? void 0 : _f.url)
+        recommendationHash: (_e = payload.recommendation_hash) !== null && _e !== void 0 ? _e : undefined,
+        vendorNameConfidence: payload.vendor_name_confidence,
+        logo: Boolean((_f = payload.logo) === null || _f === void 0 ? void 0 : _f.url) === true
+            ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)((_g = payload.logo) === null || _g === void 0 ? void 0 : _g.url)
             : undefined,
         websiteUrl: payload.website_url != null
             ? (0, zeniUrl_1.toZeniUrlWithoutBaseURL)(payload.website_url)

package/lib/commonStateTypes/vendorRecommendation.d.ts

@@ -2,10 +2,16 @@ import ZeniUrl from '../zeniUrl';
 import { ID } from './common';
 export interface RecommendedVendorBase {
     name: string;
+    vendorNameConfidence?: number;
     thirdPartyMerchantId?: ID;
     id?: ID;
     qboId?: ID;
     reason?: string;
+    recommendationHash?: ID;
     logo?: ZeniUrl;
     websiteUrl?: ZeniUrl;
 }
+export interface RecommendedVendorBaseWithCOT extends RecommendedVendorBase {
+    cot: string[];
+    reasoning: string;
+}

package/lib/entity/account/accountPayload.d.ts

@@ -26,6 +26,7 @@ export interface Tax1099ConfigPayload {
     box_type: string | null;
 }
 export interface RecommendedAccountBasePayload extends AccountBasePayload, RecommendationBasePayload {
+    account_name_confidence?: number;
 }
 export declare const mapAccountBasePayloadToAccountBase: (payload: AccountBasePayload) => AccountBase;
 export declare const mapRecommendedAccountBasePayloadToRecommendedAccountBase: (payload: RecommendedAccountBasePayload) => RecommendedAccountBase | undefined;

package/lib/entity/account/accountPayload.js

@@ -27,7 +27,7 @@ exports.mapAccountBasePayloadToAccountBase = mapAccountBasePayloadToAccountBase;
 const mapRecommendedAccountBasePayloadToRecommendedAccountBase = (payload) => {
     var _a, _b, _c, _d, _e, _f;
     return payload.account_id != null && payload.qbo_id != null
-        ? Object.assign({ accountId: (_a = payload.account_id) !== null && _a !== void 0 ? _a : payload.account_name, accountName: payload.account_name, accountType: (0, accountState_1.toAccountTypeStrict)(payload.account_type), accountSubType: (_b = payload.account_sub_type) !== null && _b !== void 0 ? _b : undefined, accountDescription: (_c = payload.account_description) !== null && _c !== void 0 ? _c : '', last4Digits: (_d = payload.last_4_digits) !== null && _d !== void 0 ? _d : undefined, logo: payload.logo == null ? undefined : (0, urlPayload_1.toURL)(payload.logo), qboId: (_e = payload.qbo_id) !== null && _e !== void 0 ? _e : undefined, coaId: (_f = payload.coa_id) !== null && _f !== void 0 ? _f : '', labels: toAccountLabelArray(payload.labels) }, (0, recommendationPayload_1.toRecommendationBase)(payload)) : undefined;
+        ? Object.assign({ accountId: (_a = payload.account_id) !== null && _a !== void 0 ? _a : payload.account_name, accountName: payload.account_name, accountType: (0, accountState_1.toAccountTypeStrict)(payload.account_type), accountSubType: (_b = payload.account_sub_type) !== null && _b !== void 0 ? _b : undefined, accountDescription: (_c = payload.account_description) !== null && _c !== void 0 ? _c : '', last4Digits: (_d = payload.last_4_digits) !== null && _d !== void 0 ? _d : undefined, logo: payload.logo == null ? undefined : (0, urlPayload_1.toURL)(payload.logo), qboId: (_e = payload.qbo_id) !== null && _e !== void 0 ? _e : undefined, coaId: (_f = payload.coa_id) !== null && _f !== void 0 ? _f : '', labels: toAccountLabelArray(payload.labels), accountNameConfidence: payload.account_name_confidence }, (0, recommendationPayload_1.toRecommendationBase)(payload)) : undefined;
 };
 exports.mapRecommendedAccountBasePayloadToRecommendedAccountBase = mapRecommendedAccountBasePayloadToRecommendedAccountBase;
 const mapStatementCloseDayPayloadToStatementCloseDay = (payload) => {

package/lib/entity/account/accountState.d.ts

@@ -45,6 +45,11 @@ export interface AccountBase {
     isPreFilled?: boolean;
 }
 export interface RecommendedAccountBase extends AccountBase, RecommendationBase {
+    accountNameConfidence?: number;
+}
+export interface RecommendedAccountBaseWithCOT extends RecommendedAccountBase {
+    cot: string[];
+    reasoning: string;
 }
 export interface Account extends AccountBase {
     key: AccountKey;

package/lib/entity/aiCfo/aiCfoState.d.ts

@@ -37,9 +37,9 @@ export interface YFormat {
     symbol?: string;
 }
 export declare const toAiCfoAnswerStateType: (v: string) => "complete" | "partial";
-export declare const toAiCfoAnswerResponseType: (v: string) => "analysis" | "answer" | "reasoning" | "thought";
+export declare const toAiCfoAnswerResponseType: (v: string) => "reasoning" | "analysis" | "answer" | "thought";
 export declare const toAiCfoAnswerStateTypeStrict: (v: string) => "complete" | "partial" | undefined;
-export declare const toAiCfoAnswerResponseTypeStrict: (v: string) => "analysis" | "answer" | "reasoning" | "thought" | undefined;
+export declare const toAiCfoAnswerResponseTypeStrict: (v: string) => "reasoning" | "analysis" | "answer" | "thought" | undefined;
 export type AiCfoAnswerStateType = ReturnType<typeof toAiCfoAnswerStateType>;
 export type AiCfoAnswerResponseType = ReturnType<typeof toAiCfoAnswerResponseType>;
 export interface TableVisualization {

package/lib/entity/class/classPayload.d.ts

@@ -11,6 +11,7 @@ export interface ClassBasePayload {
     accounting_class_number?: string | null;
 }
 export interface RecommendedClassBasePayload extends ClassBasePayload, RecommendationBasePayload {
+    accounting_class_name_confidence?: number;
 }
 export declare function mapClassBasePayloadToClass(payload: ClassBasePayload, reportId: ReportID, classesViewParentId?: ClassesViewParentID): Class;
 export declare function mapClassBasePayloadToClassBase(payload: ClassBasePayload): ClassBase;

package/lib/entity/class/classPayload.js

@@ -40,7 +40,7 @@ function mapRecommendedClassBasePayloadToRecommendedClassBase(payload) {
                 : undefined, fullyQualifiedAccountingClassName: (_b = payload.fully_qualified_accounting_class_name) !== null && _b !== void 0 ? _b : '', accountingClassNumber: payload.accounting_class_number != null &&
                 payload.accounting_class_number.length > 0
                 ? payload.accounting_class_number
-                : undefined }, (0, recommendationPayload_1.toRecommendationBase)(payload)) : undefined;
+                : undefined, accountingClassNameConfidence: payload.accounting_class_name_confidence }, (0, recommendationPayload_1.toRecommendationBase)(payload)) : undefined;
 }
 const toClassBasePayload = (cl) => {
     var _a, _b, _c, _d, _e;

package/lib/entity/class/classState.d.ts

@@ -14,6 +14,11 @@ export interface ClassBase {
     isPreFilled?: boolean;
 }
 export interface RecommendedClassBase extends ClassBase, RecommendationBase {
+    accountingClassNameConfidence?: number;
+}
+export interface RecommendedClassBaseWithCOT extends RecommendedClassBase {
+    cot: string[];
+    reasoning: string;
 }
 export interface ClassMetadata extends ClassBase {
     parentClassId: ID | undefined;

package/lib/entity/transaction/payloadTypes/transactionLinePayload.d.ts

@@ -4,7 +4,19 @@ import { ClassBasePayload } from '../../class/classPayload';
 import { CustomerBasePayload } from '../../customer/customerPayload';
 import { VendorBasePayload } from '../../vendor/vendorPayload';
 import Line, { BillableStatus, CategorizationStatusType, LineType, TransactionWithAccountAndClassLine } from '../stateTypes/transactionLine';
+import { AISummaries, AISummary } from '../stateTypes/transactionLine';
 import { TransactionIDPayload } from './transactionIDPayload';
+export interface AISummaryPayload {
+    cot: string[];
+    reasoning: string;
+    recommendation_hash: string;
+    recommendation_type: string;
+}
+export interface AISummariesPayload {
+    category_ai_summaries: AISummaryPayload[] | null;
+    class_ai_summaries: AISummaryPayload[] | null;
+    vendor_ai_summaries: AISummaryPayload[] | null;
+}
 interface TransactionLineBasePayload {
     line_id: string;
     line_description: string;
@@ -12,6 +24,7 @@ interface TransactionLineBasePayload {
     line_detail_type: string;
     categorization_status?: CategorizationStatusType;
     review_pending_reasons?: string[];
+    ai_summaries?: AISummariesPayload;
 }
 export interface LineDetailPayload {
     line_detail_type: string;
@@ -77,4 +90,6 @@ export type LinePayload = LinkedTransactionLinePayload | TransactionWithProductO
 export declare function toLine(payload: LinePayload, currency: Currency, recipientCurrency?: Currency): Line;
 export declare const toLinePayload: (line: Line) => LinePayload;
 export declare const toAccountAndClassLinePayload: (line: TransactionWithAccountAndClassLine) => TransactionWithAccountAndClassLinePayload;
+export declare const toAISummary: (payload: AISummaryPayload) => AISummary;
+export declare const toAISummaries: (payload: AISummariesPayload) => AISummaries;
 export {};

package/lib/entity/transaction/payloadTypes/transactionLinePayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toAccountAndClassLinePayload = exports.toLinePayload = exports.toTransactionWithAccountAndClassLine = void 0;
+exports.toAISummaries = exports.toAISummary = exports.toAccountAndClassLinePayload = exports.toLinePayload = exports.toTransactionWithAccountAndClassLine = void 0;
 exports.toLine = toLine;
 const amount_1 = require("../../../commonStateTypes/amount");
 const accountPayload_1 = require("../../account/accountPayload");
@@ -20,6 +20,9 @@ const toTransactionLineBase = (payload, lineType, currency) => ({
         ? (0, transactionLine_1.toCategorizationStatusType)(payload.categorization_status)
         : undefined,
     reviewPendingReasons: payload.review_pending_reasons,
+    aiSummaries: payload.ai_summaries != null
+        ? (0, exports.toAISummaries)(payload.ai_summaries)
+        : undefined,
 });
 const toLinkedTransactionLine = (payload, currency) => (Object.assign(Object.assign({}, toTransactionLineBase(payload, 'linked_transaction_line', currency)), { linkedTransactions: payload.linked_transactions.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)) }));
 const toTransactionWithAccountAndClassLine = (payload, currency, type = 'transaction_with_account_and_class_line') => {
@@ -146,3 +149,19 @@ const toLineDetailInfoLinePayload = (line) => ({
     line_detail_type: line.platformLineDetailType,
 });
 const toLinkedTransactionLinePayload = (line) => (Object.assign(Object.assign({}, toTransactionBaseLinePayload(line)), { linked_transactions: line.linkedTransactions.map((linkedTransaction) => (0, transactionIDPayload_1.toTransactionIDPayload)(linkedTransaction)) }));
+const toAISummary = (payload) => ({
+    cot: payload.cot,
+    reasoning: payload.reasoning,
+    recommendationHash: payload.recommendation_hash,
+    recommendationType: payload.recommendation_type,
+});
+exports.toAISummary = toAISummary;
+const toAISummaries = (payload) => {
+    var _a, _b, _c, _d, _e, _f;
+    return ({
+        categoryAISummaries: (_b = (_a = payload.category_ai_summaries) === null || _a === void 0 ? void 0 : _a.map(exports.toAISummary)) !== null && _b !== void 0 ? _b : [],
+        classAISummaries: (_d = (_c = payload.class_ai_summaries) === null || _c === void 0 ? void 0 : _c.map(exports.toAISummary)) !== null && _d !== void 0 ? _d : [],
+        vendorAISummaries: (_f = (_e = payload.vendor_ai_summaries) === null || _e === void 0 ? void 0 : _e.map(exports.toAISummary)) !== null && _f !== void 0 ? _f : [],
+    });
+};
+exports.toAISummaries = toAISummaries;

package/lib/entity/transaction/stateTypes/customerTransaction.d.ts

@@ -2,7 +2,7 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { ZeniDate } from '../../../zeniDayJS';
 import { CustomerBase } from '../../customer/customerState';
 import { PaymentType } from './paymentType';
-import { Transaction } from './transaction';
+import { RecommendationWithCOTByLineId, Transaction } from './transaction';
 export interface CustomerTransaction extends Transaction {
     customer?: CustomerBase;
     paymentType?: PaymentType;
@@ -11,4 +11,7 @@ export interface CustomerTransaction extends Transaction {
     balance?: Amount;
     dueDate?: ZeniDate;
 }
+export interface CustomerTransactionWithCOT extends Omit<CustomerTransaction, 'recommendations'> {
+    recommendationsWithCOT?: RecommendationWithCOTByLineId;
+}
 export declare const isCustomerTransaction: (transaction: Transaction) => boolean;

package/lib/entity/transaction/stateTypes/transaction.d.ts

@@ -1,6 +1,6 @@
 import { Amount } from '../../../commonStateTypes/amount';
 import { ID } from '../../../commonStateTypes/common';
-import { Recommendation } from '../../../commonStateTypes/recommendationBase';
+import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
 import { ZeniDate } from '../../../zeniDayJS';
 import { ZeniUrl as Url } from '../../../zeniUrl';
 import { AccountBase } from '../../account/accountState';
@@ -12,6 +12,7 @@ export interface TransactionID {
     type: TransactionType;
 }
 export type RecommendationByLineId = Record<ID, Recommendation[]>;
+export type RecommendationWithCOTByLineId = Record<ID, RecommendationWithCOT[]>;
 export interface BaseTransaction extends TransactionID {
     date: ZeniDate;
     amount: Amount;
@@ -42,3 +43,6 @@ export interface Transaction extends BaseTransaction {
     customerId?: ID;
     customerName?: string;
 }
+export interface TransactionWithCOT extends Omit<Transaction, 'recommendations'> {
+    recommendationsWithCOT?: RecommendationWithCOTByLineId;
+}

package/lib/entity/transaction/stateTypes/transactionLine.d.ts

@@ -6,6 +6,17 @@ import { CustomerBase } from '../../customer/customerState';
 import { VendorBase } from '../../vendor/vendorState';
 import { TransactionID } from './transaction';
 import { TransactionCategory, TransactionType } from './transactionType';
+export interface AISummary {
+    cot: string[];
+    reasoning: string;
+    recommendationHash: string;
+    recommendationType: string;
+}
+export interface AISummaries {
+    categoryAISummaries: AISummary[];
+    classAISummaries: AISummary[];
+    vendorAISummaries: AISummary[];
+}
 export interface TransactionLineBase {
     id: ID;
     type: LineType;
@@ -15,6 +26,7 @@ export interface TransactionLineBase {
     recipientAmount?: Amount;
     categorizationStatus?: CategorizationStatusType;
     reviewPendingReasons?: string[];
+    aiSummaries?: AISummaries;
 }
 export interface LinkedTransactionLine extends TransactionLineBase {
     linkedTransactions: TransactionID[];

package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts

@@ -3,7 +3,7 @@ import { ZeniDate } from '../../../zeniDayJS';
 import { CustomerBase } from '../../customer/customerState';
 import { VendorBase } from '../../vendor/vendorState';
 import { PaymentType } from './paymentType';
-import { Transaction } from './transaction';
+import { RecommendationWithCOTByLineId, Transaction } from './transaction';
 export interface VendorTransaction extends Transaction {
     vendor?: VendorBase;
     paymentType?: PaymentType;
@@ -12,8 +12,14 @@ export interface VendorTransaction extends Transaction {
     balance?: Amount;
     dueDate?: ZeniDate;
 }
+export interface VendorTransactionWithCOT extends Omit<VendorTransaction, 'recommendations'> {
+    recommendationsWithCOT?: RecommendationWithCOTByLineId;
+}
 export interface VendorTransactionWithCustomer extends VendorTransaction {
     customer?: CustomerBase;
 }
+export interface VendorTransactionWithCustomerWithCOT extends Omit<VendorTransactionWithCustomer, 'recommendations'> {
+    recommendationsWithCOT?: RecommendationWithCOTByLineId;
+}
 export declare const isVendorTransaction: (transaction: Transaction) => boolean;
 export declare const isVendorTransactionWithCustomer: (transaction: Transaction) => boolean;

package/lib/entity/transaction/transactionHelper.d.ts

@@ -0,0 +1,5 @@
+import { Recommendation, RecommendationWithCOT } from '../../commonStateTypes/recommendationBase';
+import { RecommendationByLineId, RecommendationWithCOTByLineId, Transaction, TransactionWithCOT } from './stateTypes/transaction';
+export declare function getTransactionWithCOT(transaction: Transaction): TransactionWithCOT;
+export declare const convertRecommendationByLineIdToCOT: (recommendationByLineId: RecommendationByLineId, transactionWithCOT: TransactionWithCOT) => RecommendationWithCOTByLineId;
+export declare const convertCOTRecommendationsToRegular: (recommendationsWithCOT?: RecommendationWithCOT[]) => Recommendation[] | undefined;

package/lib/entity/transaction/transactionHelper.js

@@ -0,0 +1,135 @@
+"use strict";
+var __rest = (this && this.__rest) || function (s, e) {
+    var t = {};
+    for (var p in s) if (Object.prototype.hasOwnProperty.call(s, p) && e.indexOf(p) < 0)
+        t[p] = s[p];
+    if (s != null && typeof Object.getOwnPropertySymbols === "function")
+        for (var i = 0, p = Object.getOwnPropertySymbols(s); i < p.length; i++) {
+            if (e.indexOf(p[i]) < 0 && Object.prototype.propertyIsEnumerable.call(s, p[i]))
+                t[p[i]] = s[p[i]];
+        }
+    return t;
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.convertCOTRecommendationsToRegular = exports.convertRecommendationByLineIdToCOT = void 0;
+exports.getTransactionWithCOT = getTransactionWithCOT;
+// Helper function to get AI summary by recommendation type and hash
+function getAISummaryByRecommendationHash(aiSummaries, recommendationType, recommendationHash) {
+    if (recommendationHash == null) {
+        return undefined;
+    }
+    let targetSummaries = [];
+    switch (recommendationType) {
+        case 'account':
+            targetSummaries = aiSummaries.categoryAISummaries;
+            break;
+        case 'class':
+            targetSummaries = aiSummaries.classAISummaries;
+            break;
+        case 'vendor':
+            targetSummaries = aiSummaries.vendorAISummaries;
+            break;
+    }
+    return targetSummaries.find((summary) => summary.recommendationHash === recommendationHash);
+}
+// Helper function to process recommendation types with COT
+function processRecommendationType(recommendation, line, emptyAISummary, type) {
+    var _a, _b, _c;
+    if (!recommendation) {
+        return undefined;
+    }
+    const aiSummary = getAISummaryByRecommendationHash((_a = line.aiSummaries) !== null && _a !== void 0 ? _a : emptyAISummary, type, recommendation.recommendationHash);
+    return Object.assign(Object.assign({}, recommendation), { cot: (_b = aiSummary === null || aiSummary === void 0 ? void 0 : aiSummary.cot) !== null && _b !== void 0 ? _b : [], reasoning: (_c = aiSummary === null || aiSummary === void 0 ? void 0 : aiSummary.reasoning) !== null && _c !== void 0 ? _c : '' });
+}
+// Main helper function to convert Transaction to TransactionWithCOT
+function getTransactionWithCOT(transaction) {
+    if (!transaction.lines || !transaction.recommendations) {
+        const { recommendations: _recommendations } = transaction, transactionWithoutRecommendations = __rest(transaction, ["recommendations"]);
+        void _recommendations; // Explicitly mark as used to avoid linting error
+        return Object.assign(Object.assign({}, transactionWithoutRecommendations), { recommendationsWithCOT: undefined });
+    }
+    const recommendationsWithCOT = {};
+    // Process each line
+    transaction.lines.forEach((line) => {
+        var _a;
+        if (!((_a = transaction.recommendations) === null || _a === void 0 ? void 0 : _a[line.id])) {
+            return;
+        }
+        const lineRecommendations = transaction.recommendations[line.id];
+        const recommendationsWithCOTForLine = [];
+        const emptyAISummary = {
+            categoryAISummaries: [],
+            classAISummaries: [],
+            vendorAISummaries: [],
+        };
+        // Process each recommendation for this line
+        lineRecommendations.forEach((recommendation) => {
+            const recommendationWithCOT = {
+                account: processRecommendationType(recommendation.account, line, emptyAISummary, 'account'),
+                class: processRecommendationType(recommendation.class, line, emptyAISummary, 'class'),
+                vendor: processRecommendationType(recommendation.vendor, line, emptyAISummary, 'vendor'),
+            };
+            recommendationsWithCOTForLine.push(recommendationWithCOT);
+        });
+        recommendationsWithCOT[line.id] = recommendationsWithCOTForLine;
+    });
+    const { recommendations: _recommendations } = transaction, transactionWithoutRecommendations = __rest(transaction, ["recommendations"]);
+    void _recommendations; // Mark as used to avoid linting error
+    return Object.assign(Object.assign({}, transactionWithoutRecommendations), { recommendationsWithCOT: Object.keys(recommendationsWithCOT).length > 0
+            ? recommendationsWithCOT
+            : undefined });
+}
+// Helper function to convert RecommendationByLineId to RecommendationWithCOTByLineId
+const convertRecommendationByLineIdToCOT = (recommendationByLineId, transactionWithCOT) => {
+    const recommendationWithCOTByLineId = {};
+    Object.keys(recommendationByLineId).forEach((lineId) => {
+        var _a;
+        const lineRecommendations = recommendationByLineId[lineId];
+        const cotRecommendations = ((_a = transactionWithCOT.recommendationsWithCOT) === null || _a === void 0 ? void 0 : _a[lineId]) || [];
+        // Map each recommendation to its COT equivalent
+        const recommendationsWithCOT = lineRecommendations.map((recommendation, index) => {
+            var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o;
+            const cotRecommendation = (_a = cotRecommendations[index]) !== null && _a !== void 0 ? _a : {};
+            return {
+                account: recommendation.account
+                    ? Object.assign(Object.assign({}, recommendation.account), { cot: (_c = (_b = cotRecommendation.account) === null || _b === void 0 ? void 0 : _b.cot) !== null && _c !== void 0 ? _c : [], reasoning: (_e = (_d = cotRecommendation.account) === null || _d === void 0 ? void 0 : _d.reasoning) !== null && _e !== void 0 ? _e : '' }) : undefined,
+                class: recommendation.class
+                    ? Object.assign(Object.assign({}, recommendation.class), { cot: (_g = (_f = cotRecommendation.class) === null || _f === void 0 ? void 0 : _f.cot) !== null && _g !== void 0 ? _g : [], reasoning: (_j = (_h = cotRecommendation.class) === null || _h === void 0 ? void 0 : _h.reasoning) !== null && _j !== void 0 ? _j : '' }) : undefined,
+                vendor: recommendation.vendor
+                    ? Object.assign(Object.assign({}, recommendation.vendor), { cot: (_l = (_k = cotRecommendation.vendor) === null || _k === void 0 ? void 0 : _k.cot) !== null && _l !== void 0 ? _l : [], reasoning: (_o = (_m = cotRecommendation.vendor) === null || _m === void 0 ? void 0 : _m.reasoning) !== null && _o !== void 0 ? _o : '' }) : undefined,
+            };
+        });
+        recommendationWithCOTByLineId[lineId] = recommendationsWithCOT;
+    });
+    return recommendationWithCOTByLineId;
+};
+exports.convertRecommendationByLineIdToCOT = convertRecommendationByLineIdToCOT;
+// Helper function to convert COT recommendations to regular recommendations
+const convertCOTRecommendationsToRegular = (recommendationsWithCOT) => {
+    if (!recommendationsWithCOT) {
+        return undefined;
+    }
+    return recommendationsWithCOT.map((recWithCOT) => {
+        const regularRec = {};
+        if (recWithCOT.account) {
+            const _a = recWithCOT.account, { cot, reasoning } = _a, accountWithoutCOT = __rest(_a, ["cot", "reasoning"]);
+            void cot;
+            void reasoning; // Mark as used to avoid linting error
+            regularRec.account = accountWithoutCOT;
+        }
+        if (recWithCOT.class) {
+            const _b = recWithCOT.class, { cot, reasoning } = _b, classWithoutCOT = __rest(_b, ["cot", "reasoning"]);
+            void cot;
+            void reasoning; // Mark as used to avoid linting error
+            regularRec.class = classWithoutCOT;
+        }
+        if (recWithCOT.vendor) {
+            const _c = recWithCOT.vendor, { cot, reasoning } = _c, vendorWithoutCOT = __rest(_c, ["cot", "reasoning"]);
+            void cot;
+            void reasoning; // Mark as used to avoid linting error
+            regularRec.vendor = vendorWithoutCOT;
+        }
+        return regularRec;
+    });
+};
+exports.convertCOTRecommendationsToRegular = convertCOTRecommendationsToRegular;

package/lib/entity/transaction/transactionState.d.ts

@@ -3,12 +3,13 @@ import { TransactionDetailKey, ZeniTransactionDetailKey } from '../../view/trans
 import { CustomerTransactionPayload } from './payloadTypes/customerTransactionPayload';
 import { TransactionPayload } from './payloadTypes/transactionPayload';
 import { VendorTransactionPayload, VendorTransactionWithCustomerPayload } from './payloadTypes/vendorTransactionPayload';
-import { CustomerTransaction } from './stateTypes/customerTransaction';
+import { CustomerTransaction, CustomerTransactionWithCOT } from './stateTypes/customerTransaction';
 import { MatchedTransaction } from './stateTypes/reconciliationTransaction';
 import { ScheduleTransaction } from './stateTypes/scheduleTransaction';
-import { Transaction } from './stateTypes/transaction';
-import { VendorTransaction, VendorTransactionWithCustomer } from './stateTypes/vendorTransaction';
+import { Transaction, TransactionWithCOT } from './stateTypes/transaction';
+import { VendorTransaction, VendorTransactionWithCOT, VendorTransactionWithCustomer, VendorTransactionWithCustomerWithCOT } from './stateTypes/vendorTransaction';
 export type SupportedTransaction = Transaction | CustomerTransaction | VendorTransaction | VendorTransactionWithCustomer;
+export type SupportedTransactionWithCOT = TransactionWithCOT | CustomerTransactionWithCOT | VendorTransactionWithCOT | VendorTransactionWithCustomerWithCOT;
 export type SupportedTransactionPayload = TransactionPayload | CustomerTransactionPayload | VendorTransactionPayload | VendorTransactionWithCustomerPayload;
 export type AllSupportedTransactions = SupportedTransaction | undefined;
 export interface TransactionState {

package/lib/index.d.ts

@@ -23,7 +23,7 @@ import { getActualPeriodOfFY, getActualPeriodOfFYQtr } from './commonStateTypes/
 import { getFYMonths } from './commonStateTypes/fiscalYearHelpers/getFYMonths';
 import { getFYQuarterAndYear, getLastMonthOfFYQuarter, getLastMonthOfFYYear } from './commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear';
 import { getStartOfAndEndOfTimeframeForFY } from './commonStateTypes/fiscalYearHelpers/getStartOfAndEndOfTimeframeFY';
-import { Recommendation } from './commonStateTypes/recommendationBase';
+import { Recommendation, RecommendationWithCOT, TransactionLineRecommendationFieldTypes } from './commonStateTypes/recommendationBase';
 import { isAllFetchCompleted, isAnyFetchInProgress, reduceAllFetchState, reduceAnyCompletedFetchState, reduceAnyFetchState, reduceFetchState } from './commonStateTypes/reduceFetchState';
 import { toReimbursementTypeCode } from './commonStateTypes/reimbursementTypeCode';
 import { ClassesViewSelectorReportV2 } from './commonStateTypes/selectorTypes/classesViewSelectorReport';
@@ -126,15 +126,15 @@ import { pushToastNotification } from './entity/toastNotification/toastNotificat
 import { getLastNotificationTime, getNotifications } from './entity/toastNotification/toastNotificationSelector';
 import { ToastNotification } from './entity/toastNotification/toastNotificationState';
 import { Attachment, ContentType, mapFileEntityToAttachment, toContentType, toContentTypeStrict } from './entity/transaction/stateTypes/attachment';
-import { CustomerTransaction, isCustomerTransaction } from './entity/transaction/stateTypes/customerTransaction';
+import { CustomerTransaction, CustomerTransactionWithCOT, isCustomerTransaction } from './entity/transaction/stateTypes/customerTransaction';
 import { TransferTransaction, isTransferTransaction } from './entity/transaction/stateTypes/otherTransaction';
 import { MatchedTransaction } from './entity/transaction/stateTypes/reconciliationTransaction';
 import { ScheduleTransaction } from './entity/transaction/stateTypes/scheduleTransaction';
-import { RecommendationByLineId, Transaction, TransactionID } from './entity/transaction/stateTypes/transaction';
+import { RecommendationByLineId, RecommendationWithCOTByLineId, Transaction, TransactionID, TransactionWithCOT } from './entity/transaction/stateTypes/transaction';
 import { BillableStatus, JournalEntryTransactionLine, Line, LineType, LinkedTransactionLine, PlatformLineDetailType, ProductOrService, TransactionInfoLine, TransactionLineBase, TransactionWithAccountAndClassLine, TransactionWithProductOrServiceLine, toPlatformLineDetailType } from './entity/transaction/stateTypes/transactionLine';
 import { CustomerTransactionType, EmployeeTransactionType, OtherTransactionType, TransactionCategory, TransactionType, TransferTransactionType, VendorTransactionType, toTransactionCategory, toTransactionType, toTransactionTypeStrict } from './entity/transaction/stateTypes/transactionType';
-import { VendorTransaction, VendorTransactionWithCustomer, isVendorTransaction, isVendorTransactionWithCustomer } from './entity/transaction/stateTypes/vendorTransaction';
-import { SupportedTransaction, SupportedTransactionPayload } from './entity/transaction/transactionState';
+import { VendorTransaction, VendorTransactionWithCOT, VendorTransactionWithCustomer, VendorTransactionWithCustomerWithCOT, isVendorTransaction, isVendorTransactionWithCustomer } from './entity/transaction/stateTypes/vendorTransaction';
+import { SupportedTransaction, SupportedTransactionPayload, SupportedTransactionWithCOT } from './entity/transaction/transactionState';
 import { getUserRoleByUserId, getUserRoleByUserIds } from './entity/userRole/userRoleSelector';
 import { RoleMap, UserRoleType, getUserRoleMap, hasAdminLevelAccess, hasAnyCompanyRole, hasAnyFinOpRole, hasBillPayAccess, hasBillPayAccessible, hasBillPayAdminLevelAccess, hasBillPayFallbackAdminLevelAccess, hasBookKeepingAdminLevelAccess, hasBookKeepingUserLevelAccess, hasChargeCardAccess, hasChargeCardAccessible, hasChargeCardAdminLevelAccess, hasEmployeeLevelAccess, hasFullOrAdminLevelAccess, hasInvestorBankerLevelAccess, hasOnlyBillPayAccess, hasOnlyChargeCardAccess, hasOnlyReimbursementAccess, hasOnlyZeniAccountsAccess, hasReimbursementAccess, hasReimbursementAccessible, hasReimbursementAdminLevelAccess, hasReimbursementUserAccess, hasRemiFallbackAdminLevelAccess, hasSpendManagementAccess, hasSpendManagementAdminLevelAccess, hasSuperAdminLevelAccess, hasZeniAccountsAccess, hasZeniAccountsAccessible, hasZeniAccountsAdminLevelAccess, hasZeniRoleOrCompanyOfficerAccess, isFinOpsUserRoleType, isNonZeniRole, isZeniSignedInUser, toUserRoleType, toUserRoleTypeStrict } from './entity/userRole/userRoleType';
 import { updateVendors } from './entity/vendor/vendorReducer';
@@ -652,16 +652,16 @@ export { FinanceStatementReport, getFinanceStatement, fetchFinanceStatement, upd
 export { Attachment, ContentType, toContentTypeStrict, toContentType, mapFileEntityToAttachment, };
 export { AttachmentPayload, toAttachment, } from './entity/transaction/payloadTypes/attachmentPayload';
 export { CustomerBase, Customer, defaultCustomerCurrency };
-export { CustomerTransaction, isCustomerTransaction };
-export { TransactionID, Transaction, RecommendationByLineId };
+export { CustomerTransaction, CustomerTransactionWithCOT, isCustomerTransaction };
+export { TransactionID, TransactionWithCOT, Transaction, RecommendationWithCOTByLineId, RecommendationByLineId, };
 export { TransactionIDPayload, toTransactionID, } from './entity/transaction/payloadTypes/transactionIDPayload';
 export { TransactionLineBase, LinkedTransactionLine, TransactionWithAccountAndClassLine, TransactionWithProductOrServiceLine, JournalEntryTransactionLine, TransactionInfoLine, Line, LineType, ProductOrService, toPlatformLineDetailType, PlatformLineDetailType, };
 export { CustomerTransactionType, VendorTransactionType, EmployeeTransactionType, TransferTransactionType, OtherTransactionType, TransactionType, toTransactionType, toTransactionTypeStrict, toTransactionCategory, TransactionCategory, };
 export { VendorBase, Vendor, defaultVendorCurrency, updateVendors };
-export { VendorTransaction, isVendorTransaction, VendorTransactionWithCustomer, isVendorTransactionWithCustomer, };
+export { VendorTransaction, VendorTransactionWithCOT, isVendorTransaction, VendorTransactionWithCustomer, VendorTransactionWithCustomerWithCOT, isVendorTransactionWithCustomer, };
 export { TransferTransaction, isTransferTransaction };
 export { MatchedTransaction };
-export { SupportedTransaction, SupportedTransactionPayload };
+export { SupportedTransaction, SupportedTransactionWithCOT, SupportedTransactionPayload, };
 export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
 export { TransactionListByAccountReport, getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
 export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
@@ -765,7 +765,7 @@ export { openSnackbar, closeSnackbar, getSnackbar, SnackbarMessageType, Snackbar
 export { getSpendManagementEffectiveListPeriod, getSelectedCompanyOfficer, showBillPayPromoPage, showReimbursementPromoPage, getActualPaymentDate, isVerifiedStatusCode, isBulkProcessing, getBillListUniqueType, getRemiListUniqueType, BulkOperationType, BulkOperationFinishedType, getBulkOperationSuffix, ZeniAccountsPromoConfig, toAccountsPromoConfig, isPaymentMethodOutsideZeni, isAwaitingMarkAsPaid, checkIfLowBalance, };
 export { FilterCategoryValueType, canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent, };
 export { BillPayConfig, BillPaymentConfigCodeType, BillPaymentSubConfigCodeType, getInternationalSubConfigCodeKey, InternationalSubConfigCodeType, BILL_NEW_PAYMENT_METHODS, NEW_INTERNATIONAL_METHOD_SUBTEXT, SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT, LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT, AccountTypeSubConfigCodeKeyType, };
-export { Recommendation };
+export { Recommendation, TransactionLineRecommendationFieldTypes, RecommendationWithCOT, };
 export { Filing1099TinType };
 export { BillPayCardReport };
 export { ReimbursementCardReport };

package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.d.ts

@@ -4,10 +4,10 @@ import { CompanyTaskManagerViewPayload } from './companyTaskManagerViewPayload';
 import { CompanyTaskManagerViewState, CompanyTaskManagerViewUIState } from './companyTaskManagerViewState';
 export declare const initialUIState: CompanyTaskManagerViewUIState;
 export declare const initialState: CompanyTaskManagerViewState;
-export declare const fetchCompanyTaskManagerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[pageToken: PageToken, sortKey: "status" | "name" | "dueDate" | "tags" | "createdBy" | "priority" | "taskName" | "assignee", sortOrder: "ascending" | "descending", keepExistingListItems?: any, searchString?: string | undefined], {
+export declare const fetchCompanyTaskManagerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[pageToken: PageToken, sortKey: "status" | "dueDate" | "name" | "tags" | "createdBy" | "priority" | "taskName" | "assignee", sortOrder: "ascending" | "descending", keepExistingListItems?: any, searchString?: string | undefined], {
     pageToken: PageToken;
     searchString: string | undefined;
-    sortKey: "status" | "name" | "dueDate" | "tags" | "createdBy" | "priority" | "taskName" | "assignee";
+    sortKey: "status" | "dueDate" | "name" | "tags" | "createdBy" | "priority" | "taskName" | "assignee";
     sortOrder: "ascending" | "descending";
     keepExistingListItems: any;
 }, "companyTaskManagerView/fetchCompanyTaskManagerView", never, never>, updateCompanyTaskManagerViewOnSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

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

@@ -7,7 +7,7 @@ export declare const toPortfolioSortKeyType: (v: string) => "expenses" | "runway
 export declare const toManagementSortKeyType: (v: string) => "status" | "bookCloseDate" | "group" | "taxStatus" | "controller" | "preparer" | "reviewer" | "annualRecurringRevenue" | "monthlyRecurringRevenue" | "companyName" | "task" | "notes" | "plans" | "customerSuccessManager" | "apAnalyst" | "reportSent" | "taxLead" | "satisfaction";
 export declare const toOnboardingSortKeyType: (v: string) => "companyName" | "identityVerified" | "businessVerified" | "bankAccountLinked" | "qboLinked" | "groupCreated" | "customerCreated" | "notes" | "enroller" | "invite" | "latestCreated";
 export declare const toHealthSortKeyType: (v: string) => "group" | "runway" | "controller" | "monthlyRecurringRevenue" | "companyName" | "companyEngagementMetricsUpdatedAt" | "netPromoterScore" | "customerSatisfactionScore" | "externalProductServiceExposure" | "customerSuccessManager" | "lastReportSent" | "issues" | "productVerticals" | "churnProbability" | "subscriptionDate" | "renewalDate" | "dashboardLastSeen" | "lastEngagement";
-export declare const toTaskManagerSortKeyType: (v: string) => "status" | "name" | "dueDate" | "tags" | "createdBy" | "priority" | "taskName" | "assignee";
+export declare const toTaskManagerSortKeyType: (v: string) => "status" | "dueDate" | "name" | "tags" | "createdBy" | "priority" | "taskName" | "assignee";
 export type PortfolioViewSortKey = ReturnType<typeof toPortfolioSortKeyType>;
 export type ManagementViewSortKey = ReturnType<typeof toManagementSortKeyType>;
 export type OnboardingViewSortKey = ReturnType<typeof toOnboardingSortKeyType>;