@zeniai/client-epic-state 4.19.97 → 4.19.99-beta0ND

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 +24,10 @@ interface AcceptMasterTOSPayload {
     user_roles: UserRolePayload[];
 }
 export type AcceptMasterTOSResponse = ZeniAPIResponse<AcceptMasterTOSPayload>;
+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">, applyAiCfoSidePanelHostPageTransition: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    newAiCfoSidePanelHostPageKey: string;
+    /** When omitted or null, clears the active session (empty / suggested questions). */
+    nextCurrentChatSessionId?: ID | null;
+}, "aiCfoView/applyAiCfoSidePanelHostPageTransition">, clearAiCfoSidePanelHostPageContext: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfoView/clearAiCfoSidePanelHostPageContext">;
 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.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = 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.aiCfoSidePanelHostPageKey;
+    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,
+        aiCfoSidePanelHostPageKey: 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 +386,65 @@ const aiCfoView = (0, toolkit_1.createSlice)({
         },
         clearCurrentSessionId(draft) {
             draft.uiState.currentChatSessionId = undefined;
+            const key = draft.uiState.aiCfoSidePanelHostPageKey;
+            if (key != null) {
+                delete draft.uiState.chatSessionIdByPageKey[key];
+            }
+        },
+        applyAiCfoSidePanelHostPageTransition(draft, action) {
+            const { newAiCfoSidePanelHostPageKey, nextCurrentChatSessionId } = action.payload;
+            const prevKey = draft.uiState.aiCfoSidePanelHostPageKey;
+            const curId = draft.uiState.currentChatSessionId;
+            if (prevKey != null &&
+                prevKey !== newAiCfoSidePanelHostPageKey &&
+                curId != null) {
+                draft.uiState.chatSessionIdByPageKey[prevKey] = curId;
+            }
+            draft.uiState.aiCfoSidePanelHostPageKey = newAiCfoSidePanelHostPageKey;
+            draft.uiState.currentChatSessionId =
+                nextCurrentChatSessionId != null ? nextCurrentChatSessionId : undefined;
+            draft.uiState.currentInput = '';
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
+        },
+        clearAiCfoSidePanelHostPageContext(draft) {
+            const key = draft.uiState.aiCfoSidePanelHostPageKey;
+            const curId = draft.uiState.currentChatSessionId;
+            if (key != null && curId != null) {
+                draft.uiState.chatSessionIdByPageKey[key] = curId;
+            }
+            draft.uiState.aiCfoSidePanelHostPageKey = 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 +456,5 @@ 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.applyAiCfoSidePanelHostPageTransition = _a.applyAiCfoSidePanelHostPageTransition, exports.clearAiCfoSidePanelHostPageContext = _a.clearAiCfoSidePanelHostPageContext;
 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 +1,12 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAiCfoView = void 0;
+exports.getSuggestedQuestionsForPageContext = getSuggestedQuestionsForPageContext;
+const aiCfoReducer_1 = require("../../entity/aiCfo/aiCfoReducer");
 const aiCfoSelector_1 = require("../../entity/aiCfo/aiCfoSelector");
+const aiCfoViewReducer_1 = require("./aiCfoViewReducer");
 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 ?? aiCfoViewReducer_1.initialAiCfoViewState;
     return {
         fetchState,
         error,
@@ -15,8 +18,12 @@ const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
-        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState),
+        suggestedQuestionsByPageContext,
+        ...(0, aiCfoSelector_1.getAiCfoSelectorView)(state.aiCfoState ?? aiCfoReducer_1.initialAiCfoState),
         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 side-panel host page key (e.g. `dashboard`, `reports:profit_loss`). */
+    chatSessionIdByPageKey: Partial<Record<string, ID>>;
     chatSessionsFirstPageFetched: boolean;
     chatSessionsNextPageToken: PageTokenState;
     cotCollapsedByQuestionAnswerId: {
@@ -20,11 +22,24 @@ export interface AiCfoViewUIState {
             scrollTop: number;
         };
     };
-    agentId?: ID;
+    agentId?: ID; /**
+     * When set, the side panel on host routes (e.g. dashboard/reports) is scoped to this **page key**;
+     * session ids are mirrored into {@link chatSessionIdByPageKey}. Full `/ai-cfo/...` should clear this.
+     */
+    aiCfoSidePanelHostPageKey?: string;
     currentChatSessionId?: ID;
     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';
+export interface SuggestedQuestionsForPageContext extends FetchStateAndError {
+    pageContext: AiCfoSuggestedQuestionsPageContext;
+    suggestedQuestions: string[];
+    generatedAt?: string;
+}
 export interface AiCfoViewState extends FetchStateAndError {
     allChatSessionIds: ID[];
     createSessionAndSubmitState: FetchStateAndError;
@@ -39,5 +54,7 @@ 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 +1,33 @@
+"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$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSuggestedQuestions.match), 
+// mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
+// would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
+(0, operators_1.mergeMap)((action) => {
+    const { pageContext } = action.payload;
+    const query = new URLSearchParams({ page_context: pageContext });
+    const url = `${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/arAgingView/arAgingReport/arAgingReducer.js

@@ -5,9 +5,9 @@ exports.clearArAging = exports.updateArAgingNodeCollapseState = exports.updateAr
 const toolkit_1 = require("@reduxjs/toolkit");
 const viewAndReportPayloadv2_1 = require("../../../commonPayloadTypes/v2/viewAndReportPayloadv2");
 const agingBalance_1 = require("../../../commonStateTypes/agingBalance/agingBalance");
+const currencyHelper_1 = require("../../../commonStateTypes/currencyHelper");
 const getNestedCustomerHierarchy_1 = require("../../../commonStateTypes/customerView/getNestedCustomerHierarchy");
 const customerPayload_1 = require("../../../entity/customer/customerPayload");
-const customerState_1 = require("../../../entity/customer/customerState");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const arAgingPayload_1 = require("./arAgingPayload");
 exports.inititalUIState = {
@@ -30,7 +30,7 @@ exports.initialState = {
     agingPeriods: [],
     bookCloseDate: undefined,
     dataAvailable: undefined,
-    currency: customerState_1.defaultCustomerCurrency,
+    currency: currencyHelper_1.defaultCustomerCurrency,
 };
 exports.initialStateAgingBalances = {
     arAgingBalancesByCustomerId: {},

package/lib/view/arAgingView/arAgingReport/arAgingSelector.js

@@ -7,8 +7,8 @@ exports.getArAgingReport = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
 const agingBalance_1 = require("../../../commonStateTypes/agingBalance/agingBalance");
+const currencyHelper_1 = require("../../../commonStateTypes/currencyHelper");
 const customerSelector_1 = require("../../../entity/customer/customerSelector");
-const customerState_1 = require("../../../entity/customer/customerState");
 exports.getArAgingReport = (0, toolkit_1.createSelector)((state) => state.arAgingState, (state) => state.customerState, (arAgingState, customerState) => {
     const { reportId, reportTitle, fetchState, uiState, firstMonthOfFY, agingPeriods, } = arAgingState;
     const { searchString, sortOrder, sortKey, selectedDate } = uiState;
@@ -87,13 +87,13 @@ const getCustomerAgingReport = (customerState, nestedCustomer, arAgingBalancesBy
         children: getNestedAgingBalancesByCustomer(customerState, arAgingBalancesByCustomerId, nestedCustomer.children, searchString, sortKey, sortOrder),
         total: {
             amount: customerTotal,
-            currencyCode: currencyCode ?? customerState_1.defaultCustomerCurrency.currencyCode,
-            currencySymbol: currencySymbol ?? customerState_1.defaultCustomerCurrency.currencySymbol,
+            currencyCode: currencyCode ?? currencyHelper_1.defaultCustomerCurrency.currencyCode,
+            currencySymbol: currencySymbol ?? currencyHelper_1.defaultCustomerCurrency.currencySymbol,
         },
         totalWithChildren: {
             amount: customerTotalWithChildren,
-            currencyCode: currencyCode ?? customerState_1.defaultCustomerCurrency.currencyCode,
-            currencySymbol: currencySymbol ?? customerState_1.defaultCustomerCurrency.currencySymbol,
+            currencyCode: currencyCode ?? currencyHelper_1.defaultCustomerCurrency.currencyCode,
+            currencySymbol: currencySymbol ?? currencyHelper_1.defaultCustomerCurrency.currencySymbol,
         },
     };
 };

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/classList/fetchClassListEpic.d.ts

@@ -5,4 +5,4 @@ import { RootState } from '../../reducer';
 import { ZeniAPI } from '../../zeniAPI';
 import { fetchClassList, updateClassList, updateClassListFailure } from './classListReducer';
 export type ActionType = ReturnType<typeof fetchClassList> | ReturnType<typeof updateClasses> | ReturnType<typeof updateClassList> | ReturnType<typeof updateClassListFailure>;
-export declare const fetchClassListEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
+export declare const fetchClassListEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

package/lib/view/classList/fetchClassListEpic.js

@@ -4,9 +4,16 @@ exports.fetchClassListEpic = void 0;
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const classReducer_1 = require("../../entity/class/classReducer");
+const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const responsePayload_1 = require("../../responsePayload");
 const classListReducer_1 = require("./classListReducer");
-const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.switchMap)((action) => {
+const fetchClassListEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(classListReducer_1.fetchClassList.match), (0, operators_1.withLatestFrom)(state$), (0, operators_1.switchMap)(([action, state]) => {
+    if (!(0, tenantSelector_1.getIsAccountingClassesEnabled)(state)) {
+        return (0, rxjs_1.of)((0, classListReducer_1.updateClassList)({
+            status: (0, responsePayload_1.createZeniAPIStatus)('Success', ''),
+            data: { accounting_classes: [] },
+        }));
+    }
     const { isIncludeDeleted } = action.payload;
     const queryParams = isIncludeDeleted === true
         ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`

package/lib/view/commonVendorView/vendorView/vendorViewSelector.d.ts

@@ -57,6 +57,7 @@ export interface VendorViewSelectorView extends BankAccountSelectorView, Selecto
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     hasInternationalWireTransfer: boolean;
     hasWireTransfer: boolean;
+    isAccountingClassesEnabled: boolean;
     loggedInUserVerification: UserVerificationState;
     ownerList: User[];
     updateFileStatusById: Record<ID, FetchStateAndError | undefined>;

package/lib/view/commonVendorView/vendorView/vendorViewSelector.js

@@ -9,6 +9,7 @@ const contactSelector_1 = require("../../../entity/billPay/contact/contactSelect
 const classSelector_1 = require("../../../entity/class/classSelector");
 const fileSelector_1 = require("../../../entity/file/fileSelector");
 const paymentInstrumentSelector_1 = require("../../../entity/paymentInstrument/paymentInstrumentSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const userSelector_1 = require("../../../entity/user/userSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
@@ -63,13 +64,17 @@ const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        fetchState = (0, reduceFetchState_1.reduceFetchState)([
+        const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
+        const editFetchStateList = [
             accountList,
-            classList,
             vendorTypeListState,
             vendorViewState.editVendorStateById[vendorIdFromUrl]?.fetchStatus ??
                 vendorViewReducer_1.initialState.newVendorState.fetchStatus,
-        ]);
+        ];
+        if (isAccountingClassesEnabled) {
+            editFetchStateList.push(classList);
+        }
+        fetchState = (0, reduceFetchState_1.reduceFetchState)(editFetchStateList);
     }
     else {
         const basicVendorDetails = getBasicVendorDetailsForNewVendor(state, vendorViewState.newVendorState);
@@ -98,11 +103,17 @@ const getVendorView = (state, vendorIdFromUrl) => {
         if (tentativeName != null) {
             entityRecommendations = (0, recommendationSelector_1.getRecommendationsForEntity)(state, tentativeName, 'vendor');
         }
+        const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
         const fetchStateList = [
             { fetchState: accountList.fetchState, error: accountList.error },
-            { fetchState: classList.fetchState, error: classList.error },
             vendorTypeListState,
         ];
+        if (isAccountingClassesEnabled) {
+            fetchStateList.push({
+                fetchState: classList.fetchState,
+                error: classList.error,
+            });
+        }
         if (entityRecommendations != null &&
             entityRecommendations.recommendations != null &&
             entityRecommendations.recommendations.length > 0) {
@@ -147,6 +158,7 @@ const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
+        isAccountingClassesEnabled: (0, tenantSelector_1.getIsAccountingClassesEnabled)(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -223,9 +235,10 @@ const getBasicVendorDetailsForNewVendor = (state, newVendor) => {
 };
 const getVendorDetailPageView = (state, vendorId, entity) => {
     const trendWithTransactions = (0, trendWithTransactionsSelector_1.getTrendWithTransactions)(state, entity, 'EntityDetail');
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const reducedFetchState = (0, reduceFetchState_1.reduceAnyFetchState)([
         state.accountListState.byReportId.accountList,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.d.ts

@@ -50,6 +50,7 @@ export interface VendorsTabVendorViewSelectorView extends SelectorView {
     accountsHierarchyList: NestedAccountHierarchyForReport[];
     classHierarchyList: NestedClassHierarchyForReport[];
     classList: ClassListSelectorView;
+    isAccountingClassesEnabled: boolean;
     ownerList: User[];
     vendorTypeList: VendorType[];
     vendorView?: VendorsTabVendorDetails;

package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewSelector.js

@@ -9,6 +9,7 @@ const accountSelector_1 = require("../../../entity/account/accountSelector");
 const addressSelector_1 = require("../../../entity/address/addressSelector");
 const contactSelector_1 = require("../../../entity/billPay/contact/contactSelector");
 const classSelector_1 = require("../../../entity/class/classSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const userSelector_1 = require("../../../entity/user/userSelector");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const zeniDayJS_1 = require("../../../zeniDayJS");
@@ -24,6 +25,7 @@ const toVendorDetailTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_
 exports.toVendorDetailTabsType = toVendorDetailTabsType;
 const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     const { accountListState, accountState, classListState, classState, vendorState, userState, vendorsTabVendorViewState, vendorTypeListState, addressState, addressViewState, contactState, } = state;
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
     const classList = (0, classListSelector_1.getClassList)(classState, classListState);
     const ownerList = (0, userSelector_1.getUsersByUserIds)(state.userState, state.ownerListState.ownerIds);
@@ -55,7 +57,7 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = (0, reduceFetchState_1.reduceFetchState)([
         accountList,
-        classList,
+        ...(isAccountingClassesEnabled ? [classList] : []),
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -66,6 +68,7 @@ const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
+        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -107,9 +110,10 @@ const getVendorsTabDetailPageView = (state, vendorId, entity) => {
         ? (0, transactionListByEntitySelector_1.getTransactionListByEntityForSinglePeriod)(state, entity, state.vendorsTabVendorViewState.allTransactionsTabData
             .numberOfQuartersFetched)
         : undefined;
+    const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state);
     const reducedFetchState = (0, reduceFetchState_1.reduceAnyFetchState)([
         state.accountListState.byReportId.accountList,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

package/lib/view/expenseAutomationView/bulkUploadTiming.d.ts

@@ -0,0 +1,10 @@
+/**
+ * After upload API success, hold the bar at 100% this long before transitioning to matching,
+ * so the fill animation can complete without an abrupt swap to the auto-matching banner.
+ */
+export declare const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
+/**
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
+ * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
+ */
+export declare const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;

package/lib/view/expenseAutomationView/bulkUploadTiming.js

@@ -0,0 +1,13 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = void 0;
+/**
+ * After upload API success, hold the bar at 100% this long before transitioning to matching,
+ * so the fill animation can complete without an abrupt swap to the auto-matching banner.
+ */
+exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
+/**
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
+ * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
+ */
+exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;

package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js

@@ -7,6 +7,7 @@ const formatZeniDateFY_1 = require("../../../../commonStateTypes/fiscalYearHelpe
 const accountReconReducer_1 = require("../../../../entity/accountRecon/accountReconReducer");
 const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
 const accountReconState_1 = require("../../../../entity/accountRecon/accountReconState");
+const entitySelector_1 = require("../../../../entity/genericEntity/entitySelector");
 const snackbarReducer_1 = require("../../../../entity/snackbar/snackbarReducer");
 const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
 const transactionReducer_1 = require("../../../../entity/transaction/transactionReducer");
@@ -15,6 +16,7 @@ const responsePayload_1 = require("../../../../responsePayload");
 const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.saveReconciliationReview.match), (0, operators_1.mergeMap)((action) => {
     const state = state$.value;
+    const entityState = state.entityState;
     const { transactionId } = action.payload;
     const localData = state.expenseAutomationReconciliationViewState.reconTabsState.review
         .localData[transactionId];
@@ -62,7 +64,7 @@ const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pip
                 payload = getPayloadForCCPayment(updatedTransaction, localData, reconciliationData?.account.accountType);
                 break;
             case 'record_deposit':
-                payload = getPayloadForDeposit(updatedTransaction, localData);
+                payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
         }
     }
@@ -163,7 +165,10 @@ function getPayloadForExpenseRecord(updatedTransaction, localData) {
         currency_code: updatedTransaction.amount.currencyCode,
     };
 }
-function getPayloadForDeposit(updatedTransaction, localData) {
+function getPayloadForDeposit(updatedTransaction, localData, entityState) {
+    const customerZeniId = localData.customer?.id != null
+        ? (0, entitySelector_1.getEntityByEntityIDs)(entityState, [localData.customer?.id])[0]?.zeniId
+        : undefined;
     return {
         amount: updatedTransaction.amount.amount,
         transaction_memo: updatedTransaction.memo,
@@ -171,7 +176,7 @@ function getPayloadForDeposit(updatedTransaction, localData) {
         transaction_date: updatedTransaction.transactionDate.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
         transaction_direction: updatedTransaction.transactionDirection,
         transaction_id: updatedTransaction.transactionId,
-        customer_id: localData.customer?.id,
+        customer_id: customerZeniId,
         customer_name: localData.customer?.name,
         account_id: localData.categoryId,
         accounting_class_id: localData.classId,