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

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -1,4 +1,19 @@
 import { createSlice } from '@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;
+    }
+}
 export const initialAiCfoViewState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -6,6 +21,8 @@ export const initialAiCfoViewState = {
         currentInput: '',
         scrollPositionByChatSessionId: {},
         currentChatSessionId: undefined,
+        aiCfoSidePanelHostPageKey: undefined,
+        chatSessionIdByPageKey: {},
         agentId: undefined,
         chatHistoryNextPageToken: {},
         chatSessionsNextPageToken: { nextPageToken: null, hasMore: false },
@@ -29,6 +46,7 @@ export const initialAiCfoViewState = {
     fetchChatSessionHistoryByChatSessionId: {},
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
+    suggestedQuestionsByPageContext: {},
 };
 const aiCfoView = createSlice({
     name: 'aiCfoView',
@@ -162,6 +180,7 @@ const aiCfoView = createSlice({
         setSession(draft, action) {
             draft.uiState.currentChatSessionId = action.payload.sessionId;
             draft.uiState.agentId = action.payload.agentId;
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSession: {
             reducer(draft, action) {
@@ -185,6 +204,7 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionFailure(draft, action) {
             draft.createSessionState.fetchState = 'Error';
@@ -222,6 +242,7 @@ const aiCfoView = createSlice({
                 nextPageToken: null,
                 hasMore: false,
             };
+            mirrorCurrentSessionToPageKeyMapIfActive(draft);
         },
         createSessionAndSubmitSuccess(draft) {
             // Note: currentChatSessionId, agentId, and chatHistoryNextPageToken are set by initializeNewSessionState
@@ -338,6 +359,7 @@ const aiCfoView = 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];
@@ -360,6 +382,65 @@ const aiCfoView = 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, initialAiCfoViewState);
@@ -371,5 +452,5 @@ const aiCfoView = createSlice({
         },
     },
 });
-export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, } = aiCfoView.actions;
+export const { submitQuestion, submitQuestionSuccess, submitQuestionFailure, updateResponseState, updateAiCfoViewScrollPosition, updateCurrentInput, clearInput, setSession, createSession, createSessionSuccess, createSessionFailure, createSessionAndSubmit, initializeNewSessionState, createSessionAndSubmitSuccess, createSessionAndSubmitFailure, fetchChatSessionsForUser, fetchChatSessionsForUserSuccess, fetchChatSessionsForUserFailure, fetchChatHistory, fetchChatHistorySuccess, fetchChatHistoryFailure, clearCurrentSessionId, clearLastContextMessage, stopSubmit, stopSubmitSuccess, stopSubmitFailure, stopSubmitQuestion, stopSubmitQuestionSuccess, stopSubmitQuestionFailure, acceptMasterTOS, acceptMasterTOSSuccess, acceptMasterTOSFailure, deleteChatSession, deleteChatSessionSuccess, deleteChatSessionFailure, clearDeleteChatSessionStatus, clearAiCfoView, updateCotCollapsedState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
 export default aiCfoView.reducer;

package/lib/esm/view/aiCfoView/aiCfoViewSelector.js

@@ -1,6 +1,8 @@
+import { initialAiCfoState } from '../../entity/aiCfo/aiCfoReducer';
 import { getAiCfoSelectorView, } from '../../entity/aiCfo/aiCfoSelector';
+import { initialAiCfoViewState } from './aiCfoViewReducer';
 export 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 ?? initialAiCfoViewState;
     return {
         fetchState,
         error,
@@ -12,7 +14,11 @@ export const getAiCfoView = (state) => {
         uiState,
         fetchChatSessionHistoryByChatSessionId,
         masterTOSAcceptanceState,
-        ...getAiCfoSelectorView(state.aiCfoState),
+        suggestedQuestionsByPageContext,
+        ...getAiCfoSelectorView(state.aiCfoState ?? initialAiCfoState),
         version: 1,
     };
 };
+export function getSuggestedQuestionsForPageContext(state, pageContext) {
+    return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
+}

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

@@ -0,0 +1,29 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, } from '../aiCfoViewReducer';
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
+// mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
+// would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
+mergeMap((action) => {
+    const { pageContext } = action.payload;
+    const query = new URLSearchParams({ page_context: pageContext });
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
+    return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return of(fetchSuggestedQuestionsSuccess({
+                pageContext: response.data.page_context,
+                generatedAt: response.data.generated_at,
+                suggestedQuestions: response.data.suggested_questions,
+            }));
+        }
+        return of(fetchSuggestedQuestionsFailure({
+            pageContext,
+            error: response.status,
+        }));
+    }), catchError((error) => of(fetchSuggestedQuestionsFailure({
+        pageContext,
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch suggested questions REST API call failed', error instanceof Error ? { message: error.message } : undefined),
+    }))));
+}));

package/lib/esm/view/arAgingView/arAgingReport/arAgingReducer.js

@@ -1,9 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { mapReportPayloadV2ToReportV2 } from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';
 import { getAgingBalancesKey, toAgingPeriod, } from '../../../commonStateTypes/agingBalance/agingBalance';
+import { defaultCustomerCurrency } from '../../../commonStateTypes/currencyHelper';
 import { getNestedCustomerHierarchy } from '../../../commonStateTypes/customerView/getNestedCustomerHierarchy';
 import { toCustomer } from '../../../entity/customer/customerPayload';
-import { defaultCustomerCurrency } from '../../../entity/customer/customerState';
 import { dateNow } from '../../../zeniDayJS';
 import { toArAgingDataByCustomerId, toArAgingTotals, } from './arAgingPayload';
 export const inititalUIState = {

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

@@ -1,8 +1,8 @@
 import { createSelector } from '@reduxjs/toolkit';
 import orderBy from 'lodash/orderBy';
 import { getAgingBalancesKey, } from '../../../commonStateTypes/agingBalance/agingBalance';
+import { defaultCustomerCurrency } from '../../../commonStateTypes/currencyHelper';
 import { getCustomer } from '../../../entity/customer/customerSelector';
-import { defaultCustomerCurrency, } from '../../../entity/customer/customerState';
 export const getArAgingReport = createSelector((state) => state.arAgingState, (state) => state.customerState, (arAgingState, customerState) => {
     const { reportId, reportTitle, fetchState, uiState, firstMonthOfFY, agingPeriods, } = arAgingState;
     const { searchString, sortOrder, sortKey, selectedDate } = uiState;

package/lib/esm/view/classList/fetchClassListEpic.js

@@ -1,9 +1,16 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap, withLatestFrom, } from 'rxjs/operators';
 import { updateClasses } from '../../entity/class/classReducer';
+import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
 import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
 import { fetchClassList, updateClassList, updateClassListFailure, } from './classListReducer';
-export const fetchClassListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchClassList.match), switchMap((action) => {
+export const fetchClassListEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchClassList.match), withLatestFrom(state$), switchMap(([action, state]) => {
+    if (!getIsAccountingClassesEnabled(state)) {
+        return of(updateClassList({
+            status: createZeniAPIStatus('Success', ''),
+            data: { accounting_classes: [] },
+        }));
+    }
     const { isIncludeDeleted } = action.payload;
     const queryParams = isIncludeDeleted === true
         ? `?query=${encodeURIComponent(JSON.stringify({ is_include_deleted: true }))}`

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

@@ -6,6 +6,7 @@ import { getContactsByIds } from '../../../entity/billPay/contact/contactSelecto
 import { getClassById } from '../../../entity/class/classSelector';
 import { getFilesByFileIds } from '../../../entity/file/fileSelector';
 import { getPaymentInstrumentsByIds } from '../../../entity/paymentInstrument/paymentInstrumentSelector';
+import { getIsAccountingClassesEnabled } from '../../../entity/tenant/tenantSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
@@ -60,13 +61,17 @@ export const getVendorView = (state, vendorIdFromUrl) => {
                 ?.vendorDetailLocalData,
             supportedCountries: billPayConfigState.vendor.supportedCountries,
         };
-        fetchState = reduceFetchState([
+        const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
+        const editFetchStateList = [
             accountList,
-            classList,
             vendorTypeListState,
             vendorViewState.editVendorStateById[vendorIdFromUrl]?.fetchStatus ??
                 vendorViewInitialState.newVendorState.fetchStatus,
-        ]);
+        ];
+        if (isAccountingClassesEnabled) {
+            editFetchStateList.push(classList);
+        }
+        fetchState = reduceFetchState(editFetchStateList);
     }
     else {
         const basicVendorDetails = getBasicVendorDetailsForNewVendor(state, vendorViewState.newVendorState);
@@ -95,11 +100,17 @@ export const getVendorView = (state, vendorIdFromUrl) => {
         if (tentativeName != null) {
             entityRecommendations = getRecommendationsForEntity(state, tentativeName, 'vendor');
         }
+        const isAccountingClassesEnabled = 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) {
@@ -144,6 +155,7 @@ export const getVendorView = (state, vendorIdFromUrl) => {
         fetchState: fetchState.fetchState,
         hasWireTransfer,
         hasInternationalWireTransfer,
+        isAccountingClassesEnabled: getIsAccountingClassesEnabled(state),
         deleteFileStatusById,
         updateFileStatusById,
         loggedInUserVerification,
@@ -219,9 +231,10 @@ const getBasicVendorDetailsForNewVendor = (state, newVendor) => {
 };
 export const getVendorDetailPageView = (state, vendorId, entity) => {
     const trendWithTransactions = getTrendWithTransactions(state, entity, 'EntityDetail');
+    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const reducedFetchState = reduceAnyFetchState([
         state.accountListState.byReportId.accountList,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.vendorTypeListState,
         state.ownerListState,
         state.vendorViewState.editVendorStateById[vendorId]?.fetchStatus ?? {

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

@@ -6,6 +6,7 @@ import { getAccountBase } from '../../../entity/account/accountSelector';
 import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getContactsByIds } from '../../../entity/billPay/contact/contactSelector';
 import { getClassById } from '../../../entity/class/classSelector';
+import { getIsAccountingClassesEnabled } from '../../../entity/tenant/tenantSelector';
 import { getUserByUserId, getUsersByUserIds, } from '../../../entity/user/userSelector';
 import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
 import { dateNow } from '../../../zeniDayJS';
@@ -20,6 +21,7 @@ const ALL_VENDOR_DETAIL_TABS_TYPES = [
 export const toVendorDetailTabsType = (v) => stringToUnion(v, ALL_VENDOR_DETAIL_TABS_TYPES);
 export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     const { accountListState, accountState, classListState, classState, vendorState, userState, vendorsTabVendorViewState, vendorTypeListState, addressState, addressViewState, contactState, } = state;
+    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const accountList = getAccountList(accountState, accountListState, 'accountList');
     const classList = getClassList(classState, classListState);
     const ownerList = getUsersByUserIds(state.userState, state.ownerListState.ownerIds);
@@ -51,7 +53,7 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     }
     fetchState = reduceFetchState([
         accountList,
-        classList,
+        ...(isAccountingClassesEnabled ? [classList] : []),
         vendorTypeListState,
         vendorsTabVendorViewState.vendorStateById[vendorIdFromUrl]?.fetchStatus ?? {
             fetchState: 'Not-Started',
@@ -62,6 +64,7 @@ export const getVendorsTabVendorView = (state, vendorIdFromUrl) => {
     return {
         accountList: accountList,
         classList: classList,
+        isAccountingClassesEnabled,
         vendorTypeList: vendorTypeList,
         accountsHierarchyList,
         classHierarchyList,
@@ -102,9 +105,10 @@ export const getVendorsTabDetailPageView = (state, vendorId, entity) => {
         ? getTransactionListByEntityForSinglePeriod(state, entity, state.vendorsTabVendorViewState.allTransactionsTabData
             .numberOfQuartersFetched)
         : undefined;
+    const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);
     const reducedFetchState = reduceAnyFetchState([
         state.accountListState.byReportId.accountList,
-        state.classListState,
+        ...(isAccountingClassesEnabled ? [state.classListState] : []),
         state.ownerListState,
         state.vendorTypeListState,
         state.vendorsTabVendorViewState.vendorStateById[vendorId]?.fetchStatus ?? {

package/lib/esm/view/expenseAutomationView/bulkUploadTiming.js

@@ -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 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 const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;

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

@@ -4,6 +4,7 @@ import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/fiscalYearHelp
 import { addTransactionToReconcileList, excludeReconReviewTransaction, } from '../../../../entity/accountRecon/accountReconReducer';
 import { getAccountReconByAccountIdAndSelectedPeriod, } from '../../../../entity/accountRecon/accountReconSelector';
 import { toAccountReconKey, } from '../../../../entity/accountRecon/accountReconState';
+import { getEntityByEntityIDs } from '../../../../entity/genericEntity/entitySelector';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { updateMultipleReconcileTransactions } from '../../../../entity/transaction/transactionReducer';
@@ -12,6 +13,7 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { saveReconciliationReview, updateReconcileTabLocalData, updateSaveReconciliationReviewFetchStatus, } from '../../reducers/reconciliationViewReducer';
 export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveReconciliationReview.match), mergeMap((action) => {
     const state = state$.value;
+    const entityState = state.entityState;
     const { transactionId } = action.payload;
     const localData = state.expenseAutomationReconciliationViewState.reconTabsState.review
         .localData[transactionId];
@@ -59,7 +61,7 @@ export const saveReconciliationReviewEpic = (actions$, state$, zeniAPI) => actio
                 payload = getPayloadForCCPayment(updatedTransaction, localData, reconciliationData?.account.accountType);
                 break;
             case 'record_deposit':
-                payload = getPayloadForDeposit(updatedTransaction, localData);
+                payload = getPayloadForDeposit(updatedTransaction, localData, entityState);
                 break;
         }
     }
@@ -159,7 +161,10 @@ function getPayloadForExpenseRecord(updatedTransaction, localData) {
         currency_code: updatedTransaction.amount.currencyCode,
     };
 }
-function getPayloadForDeposit(updatedTransaction, localData) {
+function getPayloadForDeposit(updatedTransaction, localData, entityState) {
+    const customerZeniId = localData.customer?.id != null
+        ? getEntityByEntityIDs(entityState, [localData.customer?.id])[0]?.zeniId
+        : undefined;
     return {
         amount: updatedTransaction.amount.amount,
         transaction_memo: updatedTransaction.memo,
@@ -167,7 +172,7 @@ function getPayloadForDeposit(updatedTransaction, localData) {
         transaction_date: updatedTransaction.transactionDate.format(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,

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js

@@ -0,0 +1,29 @@
+import { concat, of, timer } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { BULK_UPLOAD_BAR_COMPLETE_HOLD_MS } from '../../bulkUploadTiming';
+import { bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, updateBulkUploadProgress, } from '../../reducers/missingReceiptsViewReducer';
+export const bulkUploadReceiptsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(bulkUploadReceipts.match), mergeMap((action) => {
+    const { files } = action.payload;
+    const formData = new FormData();
+    for (const file of files) {
+        formData.append('files', file, file.name);
+    }
+    return zeniAPI
+        .postFormData(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/receipts/bulk-upload`, formData)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const batchId = String(response.data.batch_id ?? '').trim();
+            if (batchId === '') {
+                return of(bulkUploadReceiptsFailure({
+                    error: createZeniAPIStatus('Unexpected Error', 'Bulk upload succeeded but batch_id was missing or empty.'),
+                }));
+            }
+            return concat(of(updateBulkUploadProgress(100)), timer(BULK_UPLOAD_BAR_COMPLETE_HOLD_MS).pipe(mergeMap(() => of(bulkUploadReceiptsSuccess({ batchId })))));
+        }
+        return of(bulkUploadReceiptsFailure({ error: response.status }));
+    }), catchError((error) => of(bulkUploadReceiptsFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Bulk upload receipts API call errored out: ' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic.js

@@ -0,0 +1,49 @@
+import { from } from 'rxjs';
+import { catchError, exhaustMap, filter, mergeMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
+export const confirmBulkUploadMatchEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(confirmBulkUploadMatch.match), exhaustMap((action) => {
+    const { batchId, attachmentId, transactionId, transactionType, fileName } = action.payload;
+    return zeniAPI
+        .postAndGetJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/receipts/manual-match`, {
+        attachment_id: attachmentId,
+        transaction_id: transactionId,
+        transaction_type: transactionType,
+        file_name: fileName,
+    })
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            return from([
+                confirmBulkUploadMatchSuccess({
+                    batchId,
+                    attachmentId,
+                    transactionId,
+                }),
+                openSnackbar({
+                    messageSection: 'receipt_match',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ]);
+        }
+        return from([
+            confirmBulkUploadMatchFailure({ error: response.status }),
+            openSnackbar({
+                messageSection: 'receipt_match',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        confirmBulkUploadMatchFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Confirm bulk upload match errored out: ' +
+                JSON.stringify(error)),
+        }),
+        openSnackbar({
+            messageSection: 'receipt_match',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchDetailsEpic.js

@@ -0,0 +1,40 @@
+import { EMPTY, from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { extractTransactionPayloadsFromBatchFiles, isBatchDetailsApiStatusCompleted, shouldFetchBatchDetailsForBatchId, toBatchDetails, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, } from '../../reducers/missingReceiptsViewReducer';
+export const fetchBulkUploadBatchDetailsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatchDetails.match), mergeMap(() => {
+    const bulkUpload = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
+    const { currentBatchId } = bulkUpload;
+    if (currentBatchId == null) {
+        return of(fetchBulkUploadBatchDetailsFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'No current batch ID available'),
+        }));
+    }
+    if (!shouldFetchBatchDetailsForBatchId(bulkUpload.batchStatusById, bulkUpload.batchListByPeriod, currentBatchId)) {
+        return EMPTY;
+    }
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${currentBatchId}`)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) ||
+            response.data == null ||
+            !isBatchDetailsApiStatusCompleted(response.data.status)) {
+            if (isSuccessResponse(response) && response.data != null) {
+                return EMPTY;
+            }
+            return of(fetchBulkUploadBatchDetailsFailure({ error: response.status }));
+        }
+        const actions = [];
+        const transactionPayloads = extractTransactionPayloadsFromBatchFiles(response.data.files);
+        if (transactionPayloads.length > 0) {
+            actions.push(updateTransactions(transactionPayloads, (value) => value.transaction_id));
+        }
+        actions.push(fetchBulkUploadBatchDetailsSuccess(toBatchDetails(response.data, zeniAPI.apiEndPoints.fileMicroServiceBaseUrl)));
+        actions.push(fetchBulkUploadBatches({ cacheOverride: true }));
+        return from(actions);
+    }), catchError((error) => of(fetchBulkUploadBatchDetailsFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch batch details errored out: ' + JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchesEpic.js

@@ -0,0 +1,47 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { toBatchListItem, } from '../../payload/missingReceiptsPayload';
+import { fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, } from '../../reducers/missingReceiptsViewReducer';
+export const fetchBulkUploadBatchesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchBulkUploadBatches.match), switchMap((action) => {
+    const { cacheOverride } = action.payload;
+    const state = state$.value;
+    const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload }, } = state;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const periodId = toMonthYearPeriodId(selectedPeriod);
+    const existingBatches = bulkUpload.batchListByPeriod[periodId] ?? [];
+    if (cacheOverride !== true && existingBatches.length > 0) {
+        return of(fetchBulkUploadBatchesSuccess({
+            batchList: existingBatches,
+            selectedPeriod,
+        }));
+    }
+    const period = convertToPeriod(selectedPeriod);
+    const queryParam = {
+        start_date: period.start,
+        end_date: period.end,
+        sort_order: 'desc',
+    };
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            /** Full list (all statuses) for UI; batch-details epics filter to `completed` only. */
+            return of(fetchBulkUploadBatchesSuccess({
+                batchList: response.data.batches.map(toBatchListItem),
+                selectedPeriod,
+            }));
+        }
+        return of(fetchBulkUploadBatchesFailure({
+            error: response.status,
+            selectedPeriod,
+        }));
+    }), catchError((error) => of(fetchBulkUploadBatchesFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch bulk upload batches errored out: ' +
+            JSON.stringify(error)),
+        selectedPeriod,
+    }))));
+}));

package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchCompletedTransactionsEpic.js

@@ -0,0 +1,61 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { convertToPeriod, toMonthYearPeriodId, } from '../../../../commonStateTypes/timePeriod';
+import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
+import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, getCompletedTransactionsCacheKey, } from '../../reducers/missingReceiptsViewReducer';
+export const fetchCompletedTransactionsEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchCompletedTransactions.match), switchMap((action) => {
+    const state = state$.value;
+    const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationMissingReceiptsViewState: { bulkUpload }, } = state;
+    const currentTenant = getCurrentTenant(state);
+    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
+    const periodId = toMonthYearPeriodId(selectedPeriod);
+    const isInitialLoad = action.payload.pageToken == null;
+    const cacheKey = getCompletedTransactionsCacheKey(periodId, bulkUpload.sortKey, bulkUpload.sortOrder, bulkUpload.completedSubTab);
+    const existingData = bulkUpload.completedTransactionsByPeriod[cacheKey];
+    if (isInitialLoad &&
+        action.payload.cacheOverride !== true &&
+        existingData != null &&
+        existingData.transactionIds.length > 0) {
+        return from([]);
+    }
+    const period = convertToPeriod(selectedPeriod);
+    const queryPayload = {
+        start_date: period.start,
+        end_date: period.end,
+        sort_by: bulkUpload.sortKey,
+        sort_order: bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc',
+        page_token: action.payload.pageToken ?? null,
+        page_size: 25,
+    };
+    if (bulkUpload.completedSubTab !== 'all') {
+        queryPayload.match_type = bulkUpload.completedSubTab;
+    }
+    const encodedQuery = encodeURIComponent(JSON.stringify(queryPayload));
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/receipt-agent/transactions/completed?query=${encodedQuery}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const transactionIds = response.data.transactions.map((t) => t.transaction_id);
+            const updateActions = [];
+            updateActions.push(updateTransactions(response.data.transactions, (value) => value.transaction_id));
+            updateActions.push(fetchCompletedTransactionsSuccess({
+                isInitialLoad,
+                transactionIds,
+                nextPageToken: response.data.next_page_token,
+                totalCount: response.data.total_count,
+                selectedPeriod,
+            }));
+            return from(updateActions);
+        }
+        return of(fetchCompletedTransactionsFailure({
+            error: response.status,
+            selectedPeriod,
+        }));
+    }), catchError((error) => of(fetchCompletedTransactionsFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch completed transactions errored: ' +
+            JSON.stringify(error)),
+        selectedPeriod,
+    }))));
+}));