@zeniai/client-epic-state 4.19.86 → 4.19.87-beta1AD

package/lib/view/aiCfoView/aiCfoViewPayload.d.ts

@@ -1,6 +1,7 @@
 import { AiCfoAnswerPayload, ChatSessionPayload } from '../../entity/aiCfo/aiCfoPayload';
 import { UserRolePayload } from '../../entity/userRole/userRolePayload';
 import { ZeniAPIResponse } from '../../responsePayload';
+import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
 export type ContextStatus = 'NONE' | 'NOT_FOUND' | 'PERMISSION_DENIED' | 'SUCCESS';
 export interface CreateSessionResponseData {
     chat_session_id: string;
@@ -23,4 +24,14 @@ interface AcceptMasterTOSPayload {
     user_roles: UserRolePayload[];
 }
 export type AcceptMasterTOSResponse = ZeniAPIResponse<AcceptMasterTOSPayload>;
+/**
+ * Payload returned in `data` for GET .../suggested-questions?page_context=...
+ * Field names match the REST API (snake_case).
+ */
+export interface SuggestedQuestionsDataPayload {
+    generated_at: string;
+    page_context: AiCfoSuggestedQuestionsPageContext;
+    suggested_questions: string[];
+}
+export type FetchSuggestedQuestionsResponse = ZeniAPIResponse<SuggestedQuestionsDataPayload>;
 export {};

package/lib/view/aiCfoView/aiCfoViewReducer.d.ts

@@ -4,6 +4,7 @@ import { ChatSessionPayload } from '../../entity/aiCfo/aiCfoPayload';
 import { AiCfoAnswerResponseType } from '../../entity/aiCfo/aiCfoState';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ContextStatus } from './aiCfoViewPayload';
+import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
 import { AiCfoViewState } from './aiCfoViewState';
 export declare const initialAiCfoViewState: AiCfoViewState;
 export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[sessionId: string, questionAnswerId: string, userId: string, questionId: string, createdAt: import("dayjs").Dayjs, question: string, files?: File[] | undefined], {
@@ -89,6 +90,19 @@ export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWit
 }, "aiCfoView/clearDeleteChatSessionStatus">, clearAiCfoView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfoView/clearAiCfoView">, updateCotCollapsedState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     isCollapsed: boolean;
     questionAnswerId: ID;
-}, "aiCfoView/updateCotCollapsedState">;
+}, "aiCfoView/updateCotCollapsedState">, fetchSuggestedQuestions: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    pageContext: AiCfoSuggestedQuestionsPageContext;
+}, "aiCfoView/fetchSuggestedQuestions">, fetchSuggestedQuestionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    generatedAt: string;
+    pageContext: AiCfoSuggestedQuestionsPageContext;
+    suggestedQuestions: string[];
+}, "aiCfoView/fetchSuggestedQuestionsSuccess">, fetchSuggestedQuestionsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    error: ZeniAPIStatus;
+    pageContext: AiCfoSuggestedQuestionsPageContext;
+}, "aiCfoView/fetchSuggestedQuestionsFailure">, applyEmbeddingPageTransition: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    newPageKey: string;
+    /** When omitted or null, clears the active session (empty / suggested questions). */
+    nextCurrentChatSessionId?: ID | null;
+}, "aiCfoView/applyEmbeddingPageTransition">, clearEmbeddingPageContext: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfoView/clearEmbeddingPageContext">;
 declare const _default: import("redux").Reducer<AiCfoViewState>;
 export default _default;

package/lib/view/aiCfoView/aiCfoViewReducer.js

@@ -1,8 +1,23 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCotCollapsedState = exports.clearAiCfoView = exports.clearDeleteChatSessionStatus = exports.deleteChatSessionFailure = exports.deleteChatSessionSuccess = exports.deleteChatSession = exports.acceptMasterTOSFailure = exports.acceptMasterTOSSuccess = exports.acceptMasterTOS = exports.stopSubmitQuestionFailure = exports.stopSubmitQuestionSuccess = exports.stopSubmitQuestion = exports.stopSubmitFailure = exports.stopSubmitSuccess = exports.stopSubmit = exports.clearLastContextMessage = exports.clearCurrentSessionId = exports.fetchChatHistoryFailure = exports.fetchChatHistorySuccess = exports.fetchChatHistory = exports.fetchChatSessionsForUserFailure = exports.fetchChatSessionsForUserSuccess = exports.fetchChatSessionsForUser = exports.createSessionAndSubmitFailure = exports.createSessionAndSubmitSuccess = exports.initializeNewSessionState = exports.createSessionAndSubmit = exports.createSessionFailure = exports.createSessionSuccess = exports.createSession = exports.setSession = exports.clearInput = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.updateResponseState = exports.submitQuestionFailure = exports.submitQuestionSuccess = exports.submitQuestion = exports.initialAiCfoViewState = void 0;
+exports.clearEmbeddingPageContext = exports.applyEmbeddingPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateCotCollapsedState = exports.clearAiCfoView = exports.clearDeleteChatSessionStatus = exports.deleteChatSessionFailure = exports.deleteChatSessionSuccess = exports.deleteChatSession = exports.acceptMasterTOSFailure = exports.acceptMasterTOSSuccess = exports.acceptMasterTOS = exports.stopSubmitQuestionFailure = exports.stopSubmitQuestionSuccess = exports.stopSubmitQuestion = exports.stopSubmitFailure = exports.stopSubmitSuccess = exports.stopSubmit = exports.clearLastContextMessage = exports.clearCurrentSessionId = exports.fetchChatHistoryFailure = exports.fetchChatHistorySuccess = exports.fetchChatHistory = exports.fetchChatSessionsForUserFailure = exports.fetchChatSessionsForUserSuccess = exports.fetchChatSessionsForUser = exports.createSessionAndSubmitFailure = exports.createSessionAndSubmitSuccess = exports.initializeNewSessionState = exports.createSessionAndSubmit = exports.createSessionFailure = exports.createSessionSuccess = exports.createSession = exports.setSession = exports.clearInput = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.updateResponseState = exports.submitQuestionFailure = exports.submitQuestionSuccess = exports.submitQuestion = exports.initialAiCfoViewState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+function removeSessionIdFromPageKeyMap(draft, sessionId) {
+    const map = draft.uiState.chatSessionIdByPageKey;
+    for (const key of Object.keys(map)) {
+        if (map[key] === sessionId) {
+            delete map[key];
+        }
+    }
+}
+function mirrorCurrentSessionToPageKeyMapIfActive(draft) {
+    const key = draft.uiState.embeddingActivePageKey;
+    const sessionId = draft.uiState.currentChatSessionId;
+    if (key != null && sessionId != null) {
+        draft.uiState.chatSessionIdByPageKey[key] = sessionId;
+    }
+}
 exports.initialAiCfoViewState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -10,6 +25,8 @@ exports.initialAiCfoViewState = {
         currentInput: '',
         scrollPositionByChatSessionId: {},
         currentChatSessionId: undefined,
+        embeddingActivePageKey: undefined,
+        chatSessionIdByPageKey: {},
         agentId: undefined,
         chatHistoryNextPageToken: {},
         chatSessionsNextPageToken: { nextPageToken: null, hasMore: false },
@@ -33,6 +50,7 @@ exports.initialAiCfoViewState = {
     fetchChatSessionHistoryByChatSessionId: {},
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
+    suggestedQuestionsByPageContext: {},
 };
 const aiCfoView = (0, toolkit_1.createSlice)({
     name: 'aiCfoView',
@@ -166,6 +184,7 @@ const aiCfoView = (0, toolkit_1.createSlice)({
         setSession(draft, action) {
             draft.uiState.currentChatSessionId = action.payload.sessionId;
             draft.uiState.agentId = action.payload.agentId;
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSession: {
             reducer(draft, action) {
@@ -189,6 +208,7 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionFailure(draft, action) {
             draft.createSessionState.fetchState = 'Error';
@@ -226,6 +246,7 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionAndSubmitSuccess(draft) {
             // Note: currentChatSessionId, agentId, and chatHistoryNextPageToken are set by initializeNewSessionState
@@ -342,6 +363,7 @@ const aiCfoView = (0, toolkit_1.createSlice)({
                 draft.uiState.currentChatSessionId = undefined;
                 draft.uiState.agentId = undefined;
             }
+            removeSessionIdFromPageKeyMap(draft, chatSessionId);
             delete draft.uiState.chatHistoryNextPageToken[chatSessionId];
             delete draft.uiState.scrollPositionByChatSessionId[chatSessionId];
             delete draft.fetchChatSessionHistoryByChatSessionId[chatSessionId];
@@ -364,6 +386,66 @@ const aiCfoView = (0, toolkit_1.createSlice)({
         },
         clearCurrentSessionId(draft) {
             draft.uiState.currentChatSessionId = undefined;
+            const key = draft.uiState.embeddingActivePageKey;
+            if (key != null) {
+                delete draft.uiState.chatSessionIdByPageKey[key];
+            }
+        },
+        applyEmbeddingPageTransition(draft, action) {
+            const { newPageKey, nextCurrentChatSessionId } = action.payload;
+            const prevKey = draft.uiState.embeddingActivePageKey;
+            const curId = draft.uiState.currentChatSessionId;
+            if (prevKey != null && prevKey !== newPageKey && curId != null) {
+                draft.uiState.chatSessionIdByPageKey[prevKey] = curId;
+            }
+            draft.uiState.embeddingActivePageKey = newPageKey;
+            if (nextCurrentChatSessionId == null) {
+                draft.uiState.currentChatSessionId = undefined;
+            }
+            else {
+                draft.uiState.currentChatSessionId = nextCurrentChatSessionId;
+            }
+            draft.uiState.currentInput = '';
+        },
+        clearEmbeddingPageContext(draft) {
+            const key = draft.uiState.embeddingActivePageKey;
+            const curId = draft.uiState.currentChatSessionId;
+            if (key != null && curId != null) {
+                draft.uiState.chatSessionIdByPageKey[key] = curId;
+            }
+            draft.uiState.embeddingActivePageKey = undefined;
+        },
+        fetchSuggestedQuestions(draft, action) {
+            const { pageContext } = action.payload;
+            const prev = draft.suggestedQuestionsByPageContext[pageContext];
+            draft.suggestedQuestionsByPageContext[pageContext] = {
+                fetchState: 'In-Progress',
+                pageContext,
+                suggestedQuestions: prev?.suggestedQuestions ?? [],
+                generatedAt: prev?.generatedAt,
+                error: undefined,
+            };
+        },
+        fetchSuggestedQuestionsSuccess(draft, action) {
+            const { pageContext, generatedAt, suggestedQuestions } = action.payload;
+            draft.suggestedQuestionsByPageContext[pageContext] = {
+                fetchState: 'Completed',
+                pageContext,
+                generatedAt,
+                suggestedQuestions,
+                error: undefined,
+            };
+        },
+        fetchSuggestedQuestionsFailure(draft, action) {
+            const { pageContext, error } = action.payload;
+            const prev = draft.suggestedQuestionsByPageContext[pageContext];
+            draft.suggestedQuestionsByPageContext[pageContext] = {
+                fetchState: 'Error',
+                pageContext,
+                suggestedQuestions: prev?.suggestedQuestions ?? [],
+                generatedAt: prev?.generatedAt,
+                error,
+            };
         },
         clearAiCfoView(draft) {
             Object.assign(draft, exports.initialAiCfoViewState);
@@ -375,5 +457,5 @@ const aiCfoView = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = aiCfoView.actions, exports.submitQuestion = _a.submitQuestion, exports.submitQuestionSuccess = _a.submitQuestionSuccess, exports.submitQuestionFailure = _a.submitQuestionFailure, exports.updateResponseState = _a.updateResponseState, exports.updateAiCfoViewScrollPosition = _a.updateAiCfoViewScrollPosition, exports.updateCurrentInput = _a.updateCurrentInput, exports.clearInput = _a.clearInput, exports.setSession = _a.setSession, exports.createSession = _a.createSession, exports.createSessionSuccess = _a.createSessionSuccess, exports.createSessionFailure = _a.createSessionFailure, exports.createSessionAndSubmit = _a.createSessionAndSubmit, exports.initializeNewSessionState = _a.initializeNewSessionState, exports.createSessionAndSubmitSuccess = _a.createSessionAndSubmitSuccess, exports.createSessionAndSubmitFailure = _a.createSessionAndSubmitFailure, exports.fetchChatSessionsForUser = _a.fetchChatSessionsForUser, exports.fetchChatSessionsForUserSuccess = _a.fetchChatSessionsForUserSuccess, exports.fetchChatSessionsForUserFailure = _a.fetchChatSessionsForUserFailure, exports.fetchChatHistory = _a.fetchChatHistory, exports.fetchChatHistorySuccess = _a.fetchChatHistorySuccess, exports.fetchChatHistoryFailure = _a.fetchChatHistoryFailure, exports.clearCurrentSessionId = _a.clearCurrentSessionId, exports.clearLastContextMessage = _a.clearLastContextMessage, exports.stopSubmit = _a.stopSubmit, exports.stopSubmitSuccess = _a.stopSubmitSuccess, exports.stopSubmitFailure = _a.stopSubmitFailure, exports.stopSubmitQuestion = _a.stopSubmitQuestion, exports.stopSubmitQuestionSuccess = _a.stopSubmitQuestionSuccess, exports.stopSubmitQuestionFailure = _a.stopSubmitQuestionFailure, exports.acceptMasterTOS = _a.acceptMasterTOS, exports.acceptMasterTOSSuccess = _a.acceptMasterTOSSuccess, exports.acceptMasterTOSFailure = _a.acceptMasterTOSFailure, exports.deleteChatSession = _a.deleteChatSession, exports.deleteChatSessionSuccess = _a.deleteChatSessionSuccess, exports.deleteChatSessionFailure = _a.deleteChatSessionFailure, exports.clearDeleteChatSessionStatus = _a.clearDeleteChatSessionStatus, exports.clearAiCfoView = _a.clearAiCfoView, exports.updateCotCollapsedState = _a.updateCotCollapsedState;
+_a = aiCfoView.actions, exports.submitQuestion = _a.submitQuestion, exports.submitQuestionSuccess = _a.submitQuestionSuccess, exports.submitQuestionFailure = _a.submitQuestionFailure, exports.updateResponseState = _a.updateResponseState, exports.updateAiCfoViewScrollPosition = _a.updateAiCfoViewScrollPosition, exports.updateCurrentInput = _a.updateCurrentInput, exports.clearInput = _a.clearInput, exports.setSession = _a.setSession, exports.createSession = _a.createSession, exports.createSessionSuccess = _a.createSessionSuccess, exports.createSessionFailure = _a.createSessionFailure, exports.createSessionAndSubmit = _a.createSessionAndSubmit, exports.initializeNewSessionState = _a.initializeNewSessionState, exports.createSessionAndSubmitSuccess = _a.createSessionAndSubmitSuccess, exports.createSessionAndSubmitFailure = _a.createSessionAndSubmitFailure, exports.fetchChatSessionsForUser = _a.fetchChatSessionsForUser, exports.fetchChatSessionsForUserSuccess = _a.fetchChatSessionsForUserSuccess, exports.fetchChatSessionsForUserFailure = _a.fetchChatSessionsForUserFailure, exports.fetchChatHistory = _a.fetchChatHistory, exports.fetchChatHistorySuccess = _a.fetchChatHistorySuccess, exports.fetchChatHistoryFailure = _a.fetchChatHistoryFailure, exports.clearCurrentSessionId = _a.clearCurrentSessionId, exports.clearLastContextMessage = _a.clearLastContextMessage, exports.stopSubmit = _a.stopSubmit, exports.stopSubmitSuccess = _a.stopSubmitSuccess, exports.stopSubmitFailure = _a.stopSubmitFailure, exports.stopSubmitQuestion = _a.stopSubmitQuestion, exports.stopSubmitQuestionSuccess = _a.stopSubmitQuestionSuccess, exports.stopSubmitQuestionFailure = _a.stopSubmitQuestionFailure, exports.acceptMasterTOS = _a.acceptMasterTOS, exports.acceptMasterTOSSuccess = _a.acceptMasterTOSSuccess, exports.acceptMasterTOSFailure = _a.acceptMasterTOSFailure, exports.deleteChatSession = _a.deleteChatSession, exports.deleteChatSessionSuccess = _a.deleteChatSessionSuccess, exports.deleteChatSessionFailure = _a.deleteChatSessionFailure, exports.clearDeleteChatSessionStatus = _a.clearDeleteChatSessionStatus, exports.clearAiCfoView = _a.clearAiCfoView, exports.updateCotCollapsedState = _a.updateCotCollapsedState, exports.fetchSuggestedQuestions = _a.fetchSuggestedQuestions, exports.fetchSuggestedQuestionsSuccess = _a.fetchSuggestedQuestionsSuccess, exports.fetchSuggestedQuestionsFailure = _a.fetchSuggestedQuestionsFailure, exports.applyEmbeddingPageTransition = _a.applyEmbeddingPageTransition, exports.clearEmbeddingPageContext = _a.clearEmbeddingPageContext;
 exports.default = aiCfoView.reducer;

package/lib/view/aiCfoView/aiCfoViewSelector.d.ts

@@ -3,7 +3,8 @@ import { FetchStateAndError } from '../../commonStateTypes/common';
 import { SelectorView } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { AiCfoSelectorView } from '../../entity/aiCfo/aiCfoSelector';
 import { RootState } from '../../reducer';
-import { AiCfoViewUIState } from './aiCfoViewState';
+import { AiCfoSuggestedQuestionsPageContext } from './aiCfoViewState';
+import { AiCfoViewUIState, SuggestedQuestionsForPageContext } from './aiCfoViewState';
 export interface AiCfoViewSelector extends SelectorView, AiCfoSelectorView {
     createSessionAndSubmitState: FetchStateAndError;
     createSessionState: FetchStateAndError;
@@ -17,6 +18,8 @@ export interface AiCfoViewSelector extends SelectorView, AiCfoSelectorView {
         thought: FetchStateAndError;
     }>;
     stopSubmitStateByChatSessionId: Record<ID, FetchStateAndError>;
+    suggestedQuestionsByPageContext: Partial<Record<AiCfoSuggestedQuestionsPageContext, SuggestedQuestionsForPageContext>>;
     uiState: AiCfoViewUIState;
 }
 export declare const getAiCfoView: (state: RootState) => AiCfoViewSelector;
+export declare function getSuggestedQuestionsForPageContext(state: RootState, pageContext: AiCfoSuggestedQuestionsPageContext): SuggestedQuestionsForPageContext | undefined;

package/lib/view/aiCfoView/aiCfoViewSelector.js

@@ -1,9 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAiCfoView = void 0;
+exports.getSuggestedQuestionsForPageContext = getSuggestedQuestionsForPageContext;
 const aiCfoSelector_1 = require("../../entity/aiCfo/aiCfoSelector");
 const getAiCfoView = (state) => {
-    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, } = state.aiCfoViewState;
+    const { fetchState, error, uiState, createSessionState, createSessionAndSubmitState, deleteChatSessionStateByChatSessionId, stopSubmitStateByChatSessionId, responseStateByChatSessionId, fetchChatSessionHistoryByChatSessionId, masterTOSAcceptanceState, suggestedQuestionsByPageContext, } = state.aiCfoViewState;
     return {
         fetchState,
         error,
@@ -15,8 +16,12 @@ const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
+        suggestedQuestionsByPageContext,
         ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState),
         version: 1,
     };
 };
 exports.getAiCfoView = getAiCfoView;
+function getSuggestedQuestionsForPageContext(state, pageContext) {
+    return state.aiCfoViewState.suggestedQuestionsByPageContext[pageContext];
+}

package/lib/view/aiCfoView/aiCfoViewState.d.ts

@@ -9,6 +9,8 @@ export interface AiCfoViewUIState {
     chatHistoryNextPageToken: {
         [chatSessionId: ID]: PageTokenState;
     };
+    /** Last focused chat session id per embedded page key (e.g. `dashboard`, `reports:profit_loss`). */
+    chatSessionIdByPageKey: Partial<Record<string, ID>>;
     chatSessionsFirstPageFetched: boolean;
     chatSessionsNextPageToken: PageTokenState;
     cotCollapsedByQuestionAnswerId: {
@@ -22,9 +24,27 @@ export interface AiCfoViewUIState {
     };
     agentId?: ID;
     currentChatSessionId?: ID;
+    /**
+     * When set, the embedded panel (e.g. dashboard/reports) is scoped to this **page key**;
+     * session ids are mirrored into {@link chatSessionIdByPageKey}. Full `/ai-cfo/...` should clear this.
+     */
+    embeddingActivePageKey?: string;
     lastContextMessage?: string;
     lastContextStatus?: ContextStatus;
 }
+/**
+ * Supported `page_context` values for GET .../suggested-questions and related UI state.
+ */
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details';
+/**
+ * Suggested starter questions for AI CFO for a given page slug (e.g. balance_sheet).
+ * Populated by {@link fetchSuggestedQuestionsEpic}; UI may fall back to Statsig defaults.
+ */
+export interface SuggestedQuestionsForPageContext extends FetchStateAndError {
+    pageContext: AiCfoSuggestedQuestionsPageContext;
+    suggestedQuestions: string[];
+    generatedAt?: string;
+}
 export interface AiCfoViewState extends FetchStateAndError {
     allChatSessionIds: ID[];
     createSessionAndSubmitState: FetchStateAndError;
@@ -39,5 +59,7 @@ export interface AiCfoViewState extends FetchStateAndError {
         thought: FetchStateAndError;
     }>;
     stopSubmitStateByChatSessionId: Record<ID, FetchStateAndError>;
+    /** Keyed by `page_context` query value (e.g. balance_sheet). */
+    suggestedQuestionsByPageContext: Partial<Record<AiCfoSuggestedQuestionsPageContext, SuggestedQuestionsForPageContext>>;
     uiState: AiCfoViewUIState;
 }

package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { RootState } from '../../../reducer';
+import { ZeniAPI } from '../../../zeniAPI';
+import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess } from '../aiCfoViewReducer';
+export type ActionType = ReturnType<typeof fetchSuggestedQuestions> | ReturnType<typeof fetchSuggestedQuestionsSuccess> | ReturnType<typeof fetchSuggestedQuestionsFailure>;
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+export declare const fetchSuggestedQuestionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -0,0 +1,30 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchSuggestedQuestionsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSuggestedQuestions.match), (0, operators_1.switchMap)((action) => {
+    const { pageContext } = action.payload;
+    const query = new URLSearchParams({ page_context: pageContext });
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
+    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsSuccess)({
+                pageContext: response.data.page_context,
+                generatedAt: response.data.generated_at,
+                suggestedQuestions: response.data.suggested_questions,
+            }));
+        }
+        return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsFailure)({
+            pageContext,
+            error: response.status,
+        }));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSuggestedQuestionsFailure)({
+        pageContext,
+        error: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch suggested questions REST API call failed', error instanceof Error ? { message: error.message } : undefined),
+    }))));
+}));
+exports.fetchSuggestedQuestionsEpic = fetchSuggestedQuestionsEpic;

package/lib/view/auditReportView/auditReportViewState.d.ts

@@ -3,7 +3,7 @@ import { Status } from '../../commonStateTypes/status';
 import { View } from '../../commonStateTypes/viewAndReport/viewAndReport';
 import { ZeniDate } from '../../zeniDayJS';
 import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
-export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "reports" | "transactions";
+export declare const toAuditRuleEntityType: (v: string) => "dashboard" | "transactions" | "reports";
 export type AuditRuleEntityType = ReturnType<typeof toAuditRuleEntityType>;
 declare const toAuditRuleEntityIdType: (v: string) => "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" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "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" | "uncategorized-expense" | "uncategorized-income";
 export type AuditRuleEntityIdType = ReturnType<typeof toAuditRuleEntityIdType>;

package/lib/view/spendManagement/billPay/billList/billListSelector.js

@@ -424,6 +424,14 @@ const getBillListOnSort = (sortKey, sortOrder, currentTab, transactions) => {
                     transactionsWithNoSortKeyValue.push(transaction);
                 }
                 break;
+            case 'invoiceNumber':
+                if (transaction.documentId != null) {
+                    transactionsWithSortKeyValue.push(transaction);
+                }
+                else {
+                    transactionsWithNoSortKeyValue.push(transaction);
+                }
+                break;
             case 'dueDate':
                 if (currentTab === 'draft') {
                     if (Boolean(transaction.dueDate) === true) {
@@ -526,6 +534,8 @@ const getBillListOnSort = (sortKey, sortOrder, currentTab, transactions) => {
                 return transaction.totalAmountInUSD?.amount ?? 0;
             case 'paymentMethod':
                 return transaction.billPayInfo.billPaymentMethodType.name;
+            case 'invoiceNumber':
+                return transaction.documentId;
         }
     }, getColumnWiseSortOrder(sortOrder));
     return [

package/lib/view/spendManagement/billPay/billList/billListState.d.ts

@@ -37,7 +37,7 @@ declare const toBillTabType: (v: string) => "paid" | "pending_approval" | "sched
 export type BillTab = ReturnType<typeof toBillTabType>;
 declare const toBillsSubTabType: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "offline";
 export type BillsSubTabType = ReturnType<typeof toBillsSubTabType>;
-declare const toBillPaySortKeyType: (v: string) => "amount" | "status" | "name" | "dueDate" | "paymentMethod" | "invoiceDate";
+declare const toBillPaySortKeyType: (v: string) => "amount" | "status" | "name" | "dueDate" | "paymentMethod" | "invoiceNumber" | "invoiceDate";
 export declare type BillPayViewSortKey = ReturnType<typeof toBillPaySortKeyType>;
 export interface BillPayFilters {
     categories: BillPayFilterCategory[];

package/lib/view/spendManagement/billPay/billList/billListState.js

@@ -47,6 +47,7 @@ const ALL_BILL_PAY_SORT_KEYS = [
     'invoiceDate',
     'name',
     'paymentMethod',
+    'invoiceNumber',
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toBillPaySortKeyType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_BILL_PAY_SORT_KEYS);

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts

@@ -61,7 +61,7 @@ export declare const initialCreditAcc: CreditAccount;
 export declare const initialDebitCardSummaries: DebitCardSummaries;
 export declare const initialResendRevokeCardInvite: ResendRevokeCardInvite;
 export declare const initialCreditAccountRepayment: CreditAccountRepayment;
-export declare const toChargeCardSortKeyType: (v: string) => "status" | "owner" | "cardName" | "limit" | "department" | "cardType" | "utilisation";
+export declare const toChargeCardSortKeyType: (v: string) => "status" | "accountType" | "owner" | "cardName" | "limit" | "department" | "cardType" | "utilisation";
 export declare type ChargeCardViewSortKey = ReturnType<typeof toChargeCardSortKeyType>;
 export declare const ALL_CASHBACK_SORT_KEYS: readonly ["month", "cashback"];
 export declare const toCashbackSortKeyType: (v: string) => "month" | "cashback";

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.js

@@ -78,6 +78,7 @@ const ALL_CHARGE_CARD_SORT_KEYS = [
     'cardName',
     'department',
     'cardType',
+    'accountType',
     'status',
     'utilisation',
     'limit',

package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js

@@ -233,6 +233,8 @@ const getCardsBySortKey = (card, sortKey) => {
             return card.cardName.toLowerCase();
         case 'cardType':
             return card.type.code;
+        case 'accountType':
+            return card.type.code.includes('credit') ? 'credit' : 'debit';
         case 'status':
             return card.status.code;
         case 'utilisation':

package/lib/view/spendManagement/reimbursement/remiListView/remiListSelector.d.ts

@@ -42,6 +42,7 @@ export interface ReimbursementView extends Reimbursement {
     approvers: Approvers;
     submittedBy: User | undefined;
     bulkSelectInfo?: RemiBulkSelectInfo;
+    createdByUser?: User;
 }
 export declare const getRemiList: (state: RootState, currentTimePeriod: TimePeriod, isBulkActionFeatureEnabled: boolean) => RemiListReport;
 export declare const getApproversOrRejectors: (reimbursement: Reimbursement, entityApprovalStatusState: EntityApprovalStatusState, userState: UserState) => Approvers;

package/lib/view/spendManagement/reimbursement/remiListView/remiListSelector.js

@@ -51,6 +51,7 @@ const getRemiList = (state, currentTimePeriod, isBulkActionFeatureEnabled) => {
         return {
             ...reimbursement,
             submittedBy: (0, userSelector_1.getUserByUserId)(userState, reimbursement.reimburseeUserId),
+            createdByUser: (0, userSelector_1.getUserByUserId)(userState, reimbursement.createdBy),
             approvers: approvers,
         };
     });
@@ -423,6 +424,14 @@ const getRemiListOnSort = (sortKey, sortOrder, currentTab, reimbursements) => {
                     reimbursementsWithNoSortKeyValue.push(reimbursement);
                 }
                 break;
+            case 'createdBy':
+                if (reimbursement.createdByUser != null) {
+                    reimbursementsWithSortKeyValue.push(reimbursement);
+                }
+                else {
+                    reimbursementsWithNoSortKeyValue.push(reimbursement);
+                }
+                break;
         }
     });
     const getColumnWiseSortOrder = (sortOrder) => {
@@ -430,6 +439,7 @@ const getRemiListOnSort = (sortKey, sortOrder, currentTab, reimbursements) => {
             case 'reportName':
             case 'type':
             case 'status':
+            case 'createdBy':
                 return sortOrder === 'ascending' ? 'asc' : 'desc';
             default:
                 return sortOrder === 'ascending' ? 'desc' : 'asc';
@@ -449,6 +459,8 @@ const getRemiListOnSort = (sortKey, sortOrder, currentTab, reimbursements) => {
                 return getStatusPerTab(reimbursement);
             case 'amount':
                 return reimbursement.amount.amount ?? 0;
+            case 'createdBy':
+                return `${reimbursement.createdByUser?.firstName ?? ''} ${reimbursement.createdByUser?.lastName ?? ''}`.toLowerCase();
         }
     }, getColumnWiseSortOrder(sortOrder));
     return [

package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts

@@ -38,7 +38,7 @@ export declare const toRemiSubTabTypeStrict: (v: string) => "rejected" | "failed
 export type RemiSubTabType = ReturnType<typeof toRemiSubTabType>;
 export declare const toRemiSubTabUnderScoreType: (v: string) => "rejected" | "failed" | "ach" | "wire" | "cancelled" | "deleted" | "overdue" | "all" | "awaiting_approval" | "awaiting_my_approval" | "my_drafts" | "awaiting_all_approval";
 export type RemiSubTabUnderScoreType = ReturnType<typeof toRemiSubTabUnderScoreType>;
-declare const toReimbursementSortKeyType: (v: string) => "amount" | "status" | "type" | "submittedOn" | "reportName";
+declare const toReimbursementSortKeyType: (v: string) => "amount" | "status" | "type" | "createdBy" | "submittedOn" | "reportName";
 export type ReimbursementViewSortKey = ReturnType<typeof toReimbursementSortKeyType>;
 export interface ReimbursementFilters {
     categories: ReimbursementFilterCategory[];

package/lib/view/spendManagement/reimbursement/remiListView/remiListState.js

@@ -64,6 +64,7 @@ exports.toRemiSubTabUnderScoreType = toRemiSubTabUnderScoreType;
 const ALL_REIMBURSEMENT_SORT_KEYS = [
     'reportName',
     'submittedOn',
+    'createdBy',
     'type',
     'status',
     'amount',

package/lib/view/taskManager/taskDetailView/taskDetailSelector.js

@@ -98,11 +98,11 @@ exports.allTaskStatus = [
     },
     {
         code: 'done',
-        name: 'Done',
+        name: 'In Review',
     },
     {
         code: 'resolved',
-        name: 'Resolved',
+        name: 'Complete',
     },
 ];
 exports.allTaskPriority = [

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.86",
+  "version": "4.19.87-beta1AD",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",