@zeniai/client-epic-state 5.0.65-betaRR1 → 5.0.65-betaRR3

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -16,4 +16,4 @@
  *
  * @see README.md in this directory for maintenance expectations.
  */
-export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'card_policy' | 'card_policy_detail' | 'people' | 'rewards' | 'notifications';

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

@@ -25,25 +25,58 @@ export interface CardsCardOptionPayload {
     label: string;
     description?: string | null;
 }
+/**
+ * Single AI-suggested card on the wire. The controller ships an array of
+ * these mixing vendor and department entries; entries with
+ * `is_suggested: true` seed step 1 of the form pre-checked, while entries
+ * with `is_suggested: false` are available in the step-2 Card dropdown and
+ * step-1 search but don't appear as initial rows.
+ */
+export interface SuggestedCardPayload {
+    avg_spend: number;
+    card_name: string;
+    card_name_id: string;
+    card_type: 'vendor' | 'department';
+    credit_limit: number;
+    is_suggested: boolean;
+    owner_id: string;
+}
 /**
  * Discriminated payload for the AI Card Creation interactive form. The wire
  * format mirrors the FE-side `CardsCreationInitialData` field-for-field
  * (with snake_case field names converted to camelCase by the reducer).
  *
- * - `team-then-cards` (legacy): the AI suggests teams; user reviews them in
- *   step 1, then configures cards in step 2.
+ * - `team-then-cards` (default): the AI suggests rows (vendors + departments);
+ *   user reviews them in step 1, then configures cards in step 2. The wire
+ *   format ships a flat `suggested_cards` array. Both suggested and
+ *   not-suggested entries are included; the reducer splits them into seed
+ *   rows vs. dropdown options. The legacy `team_rows` /
+ *   `suggested_owner_user_id_by_team_id` shape is also accepted for
+ *   backward compatibility with mocks and tests.
  * - `cards-only` (1-step): the AI has already chosen cards; user lands
  *   directly on the editable card table for confirmation.
  */
 export type CardsCreationInitialDataPayload = {
     card_options: CardsCardOptionPayload[];
     mode: 'team-then-cards';
-    suggested_owner_user_id_by_team_id: Record<string, string | null>;
-    team_rows: Array<{
+    /**
+     * Preferred wire format: flat list of vendor/department cards with an
+     * `is_suggested` discriminator. The reducer derives `team_rows`,
+     * `suggested_owner_user_id_by_team_id`, and the full `cardNameOptions`
+     * universe from this single array.
+     */
+    suggested_cards?: SuggestedCardPayload[];
+    /**
+     * Legacy/test shape — pre-shaped seed rows. Mutually exclusive with
+     * `suggested_cards`; when both are present, `suggested_cards` wins.
+     */
+    suggested_owner_user_id_by_team_id?: Record<string, string | null>;
+    team_rows?: Array<{
         avg_monthly_spend: string;
         id: string;
         label: string;
         recommended_limit: string;
+        card_kind?: 'vendor' | 'class' | null;
         recommended_limit_cadence?: string | null;
     }>;
 } | {

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -180,19 +180,94 @@ const toCardsCreationInitialData = (payload) => {
             })),
         };
     }
+    // Preferred wire format: a flat `suggested_cards` array with an
+    // `is_suggested` discriminator. The adapter splits it into seed rows,
+    // owner map, and the full dropdown universe.
+    if (payload.suggested_cards != null) {
+        return fromSuggestedCards(payload.suggested_cards, cardOptions);
+    }
+    // Legacy / test shape: backend already pre-shapes seeds. Synthesize an
+    // empty `cardNameOptions` (step 2 dropdown still works via row-self ids).
+    const teamRows = (payload.team_rows ?? []).map((row) => ({
+        avgMonthlySpend: row.avg_monthly_spend,
+        cardKind: (row.card_kind ?? 'vendor'),
+        id: row.id,
+        label: row.label,
+        recommendedLimit: row.recommended_limit,
+        recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
+    }));
     return {
         mode: 'team-then-cards',
         cardOptions,
-        suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
-        teamRows: (payload.team_rows ?? []).map((row) => ({
-            avgMonthlySpend: row.avg_monthly_spend,
+        cardNameOptions: teamRows.map((row) => ({
             id: row.id,
+            kind: row.cardKind,
             label: row.label,
-            recommendedLimit: row.recommended_limit,
-            recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
         })),
+        suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
+        teamRows,
     };
 };
+const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: 'USD',
+    maximumFractionDigits: 0,
+});
+const fromSuggestedCards = (suggestedCards, cardOptions) => {
+    const ordered = [...suggestedCards].sort((a, b) => {
+        if (a.card_type === b.card_type) {
+            return 0;
+        }
+        return a.card_type === 'vendor' ? -1 : 1;
+    });
+    const withUniqueIds = withSynthesizedIds(ordered);
+    const teamRows = withUniqueIds
+        .filter(({ card }) => card.is_suggested)
+        .map(({ card, uniqueId }) => ({
+        avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
+        cardKind: card.card_type === 'department' ? 'class' : 'vendor',
+        id: uniqueId,
+        label: card.card_name,
+        recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
+        recommendedLimitCadence: 'Monthly',
+    }));
+    const suggestedOwnerUserIdByTeamId = Object.fromEntries(withUniqueIds
+        .filter(({ card }) => card.is_suggested)
+        .map(({ card, uniqueId }) => [uniqueId, card.owner_id]));
+    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
+        id: uniqueId,
+        kind: card.card_type === 'department' ? 'class' : 'vendor',
+        label: card.card_name,
+    }));
+    return {
+        mode: 'team-then-cards',
+        cardOptions,
+        cardNameOptions,
+        suggestedOwnerUserIdByTeamId,
+        teamRows,
+    };
+};
+/**
+ * Stamp each suggested card with a stable unique id derived from its
+ * `card_name_id`. If two cards in the same payload share the same
+ * `card_name_id` (which happens in the current sample payload where
+ * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
+ * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
+ * stays unique.
+ */
+const withSynthesizedIds = (cards) => {
+    const seen = new Set();
+    return cards.map((card, index) => {
+        const preferred = card.card_name_id;
+        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
+            seen.add(preferred);
+            return { card, uniqueId: preferred };
+        }
+        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
+        seen.add(synthesized);
+        return { card, uniqueId: synthesized };
+    });
+};
 const toCardPolicyInitialData = (payload) => {
     const suggestedPolicies = (payload.suggested_policies ?? []).map((policy) => ({
         id: policy.id,

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

@@ -62,16 +62,38 @@ export interface CardsCardOption {
     label: string;
     description?: string;
 }
+/**
+ * Card kind for AI Card Creation rows. `vendor` = vendor-bound card,
+ * `class` = department-scoped card. The wire format ships `department`;
+ * the reducer maps it to `class` (the FE-side term for accounting class /
+ * department) so it lines up with the rest of the codebase.
+ */
+export type CardsCardKind = 'vendor' | 'class';
+/**
+ * Single entry in the unified vendor + department dropdown universe shipped
+ * by the AI controller for the `team-then-cards` flow. Powers both the
+ * step-2 Card cell dropdown (filtered to entries with matching `kind`) and
+ * the step-1 "Add something else" search (no kind filter — user can add
+ * either).
+ */
+export interface CardNameOption {
+    id: string;
+    kind: CardsCardKind;
+    label: string;
+}
 /**
  * Initial data for the AI Card Creation interactive form. Discriminated on
  * `mode`:
  *
- * - `team-then-cards` (default): AI suggests teams; user reviews them in
- *   step 1, then configures one card per team in step 2.
+ * - `team-then-cards` (default): AI suggests rows (mix of vendors +
+ *   departments); user reviews them in step 1, then configures one card per
+ *   row in step 2. `cardNameOptions` is the full universe (suggested +
+ *   not-suggested) used to populate the dropdown / search.
  * - `cards-only` (1-step): AI has already chosen cards; user lands directly
  *   on the editable card table for confirmation.
  */
 export type CardsCreationInitialData = {
+    cardNameOptions: CardNameOption[];
     cardOptions: CardsCardOption[];
     mode: 'team-then-cards';
     /**
@@ -81,6 +103,7 @@ export type CardsCreationInitialData = {
     suggestedOwnerUserIdByTeamId: Record<string, ID | undefined>;
     teamRows: Array<{
         avgMonthlySpend: string;
+        cardKind: CardsCardKind;
         id: string;
         label: string;
         recommendedLimit: string;

package/lib/entity/cardPolicy/cardPolicyPayload.d.ts

@@ -27,13 +27,13 @@ export type CardPolicyMccCategoriesResponse = ZeniAPIResponse<CardPolicyMccCateg
 export declare const toMccCategory: (payload: MccCategoryPayload) => MccCategory;
 /**
  * Vendor row returned by `/accounting/1.0/vendors`. The card-policy
- * vendor search dropdown only needs `vendor_id` + `name`; we deliberately
- * ignore the rest of the payload to keep this slice independent of the
- * heavy `vendor` entity store.
+ * vendor search dropdown only needs `vendor_id` + `vendor_name`; we
+ * deliberately ignore the rest of the payload to keep this slice
+ * independent of the heavy `vendor` entity store.
  */
 export interface CardPolicyVendorSearchVendorPayload {
-    name: string;
     vendor_id: string;
+    vendor_name: string;
 }
 export interface CardPolicyVendorSearchData {
     vendors: CardPolicyVendorSearchVendorPayload[];

package/lib/entity/cardPolicy/cardPolicyPayload.js

@@ -11,7 +11,7 @@ const toMccCategory = (payload) => ({
 exports.toMccCategory = toMccCategory;
 const toCardPolicyVendorSearchOption = (payload) => ({
     vendorId: payload.vendor_id,
-    name: payload.name,
+    name: payload.vendor_name,
 });
 exports.toCardPolicyVendorSearchOption = toCardPolicyVendorSearchOption;
 const toCardPolicyStats = (payload) => ({

package/lib/entity/cardPolicy/cardPolicyReducer.js

@@ -4,6 +4,16 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.clearCardPolicy = exports.clearPolicyDocumentExtraction = exports.updatePolicyDocumentExtractionFailure = exports.updatePolicyDocumentExtractionSuccess = exports.extractPolicyDocument = exports.updateCardPolicyStats = exports.removeCardPolicyTemplate = exports.updateCardPolicyTemplates = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyMccCategories = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const cardPolicyPayload_1 = require("./cardPolicyPayload");
+/**
+ * Defensive predicate for vendor / merchant names that flow into
+ * `buildVendorChipId(name)` (in `@zeniai/web-components`). That helper
+ * calls `name.trim().toLowerCase()`, so a null / undefined / whitespace-
+ * only value would throw at render time, and an empty string would
+ * collapse every nameless row into a single colliding `vendor-` chip-id.
+ * Used at the redux ingestion boundary for both the vendor-search results
+ * and the BE-suggested merchant seed arrays.
+ */
+const isUsableMerchantName = (name) => typeof name === 'string' && name.trim() !== '';
 const initialPolicyDocumentExtractionState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -42,10 +52,12 @@ const cardPolicy = (0, toolkit_1.createSlice)({
             // Persist BE-suggested allow / block seeds alongside the universe.
             // Both flows (manual create page + AI CFO interactive form) read
             // these to pre-populate the chip cloud body before the user edits.
-            draft.suggestedAllowMerchants =
-                action.payload.suggested_allow_merchants ?? [];
-            draft.suggestedBlockMerchants =
-                action.payload.suggested_block_merchants ?? [];
+            // Drop empty / nullish merchant names defensively — they feed
+            // `buildVendorChipId(name)` (in @zeniai/web-components) which calls
+            // `.trim().toLowerCase()` and would crash the chip-picker render
+            // path if any entry slipped through as undefined / "".
+            draft.suggestedAllowMerchants = (action.payload.suggested_allow_merchants ?? []).filter(isUsableMerchantName);
+            draft.suggestedBlockMerchants = (action.payload.suggested_block_merchants ?? []).filter(isUsableMerchantName);
             draft.suggestedAllowCategories = (action.payload.suggested_allow_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
             draft.suggestedBlockCategories = (action.payload.suggested_block_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
             draft.mccCategoriesFetchState = 'Completed';
@@ -167,7 +179,14 @@ const cardPolicy = (0, toolkit_1.createSlice)({
             },
         },
         updateCardPolicyVendorOptions(draft, action) {
-            draft.vendorSearch.vendors = (action.payload.vendors ?? []).map(cardPolicyPayload_1.toCardPolicyVendorSearchOption);
+            // Drop rows with no usable name. The chip-picker keys vendors by
+            // `buildVendorChipId(name)` (in @zeniai/web-components), which calls
+            // `name.trim().toLowerCase()`. A null / undefined / whitespace-only
+            // name would either throw at render time or collapse every nameless
+            // row into a single colliding `vendor-` chip-id.
+            draft.vendorSearch.vendors = (action.payload.vendors ?? [])
+                .map(cardPolicyPayload_1.toCardPolicyVendorSearchOption)
+                .filter((vendor) => isUsableMerchantName(vendor.name));
             draft.vendorSearch.fetchState = 'Completed';
             draft.vendorSearch.error = undefined;
         },

package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts

@@ -10,7 +10,7 @@ export declare const ALL_SCHEDULES_TYPES: readonly ["prepaid_expenses", "fixed_a
 export declare const toScheduleTypesType: (v: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
 export type ScheduleTypes = ReturnType<typeof toScheduleTypesType>;
 export declare const toScheduleTypesTypeStrict: (v?: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue" | undefined;
-export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "posted" | "unknown" | "canceled" | "recorded";
+export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "unknown" | "posted" | "canceled" | "recorded";
 export type ScheduleJournalEntryStatusCodeType = ReturnType<typeof toScheduleJournalEntryStatusCodeType>;
 export declare const toScheduleStatusCodeType: (v: string) => "completed" | "draft" | "new" | "ongoing" | "marked_as_completed";
 export type ScheduleStatusCodeType = ReturnType<typeof toScheduleStatusCodeType>;

package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts

@@ -3,7 +3,7 @@ import { MonthYearPeriod, MonthYearPeriodId } from '../../commonStateTypes/timeP
 import { ExpenseAutomationViewType } from '../../view/expenseAutomationView/expenseAutomationViewState';
 import { ZeniDate } from '../../zeniDayJS';
 export declare const ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY: readonly ["Weekly", "Monthly"];
-export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Weekly" | "Monthly";
+export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Monthly" | "Weekly";
 export type MonthEndCloseCheckFrequency = NonNullable<ReturnType<typeof toMonthEndCloseCheckFrequency>>;
 export interface MonthCloseCheckMetrics {
     columnIndex: number;

package/lib/esm/entity/aiCfo/aiCfoReducer.js

@@ -175,19 +175,94 @@ const toCardsCreationInitialData = (payload) => {
             })),
         };
     }
+    // Preferred wire format: a flat `suggested_cards` array with an
+    // `is_suggested` discriminator. The adapter splits it into seed rows,
+    // owner map, and the full dropdown universe.
+    if (payload.suggested_cards != null) {
+        return fromSuggestedCards(payload.suggested_cards, cardOptions);
+    }
+    // Legacy / test shape: backend already pre-shapes seeds. Synthesize an
+    // empty `cardNameOptions` (step 2 dropdown still works via row-self ids).
+    const teamRows = (payload.team_rows ?? []).map((row) => ({
+        avgMonthlySpend: row.avg_monthly_spend,
+        cardKind: (row.card_kind ?? 'vendor'),
+        id: row.id,
+        label: row.label,
+        recommendedLimit: row.recommended_limit,
+        recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
+    }));
     return {
         mode: 'team-then-cards',
         cardOptions,
-        suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
-        teamRows: (payload.team_rows ?? []).map((row) => ({
-            avgMonthlySpend: row.avg_monthly_spend,
+        cardNameOptions: teamRows.map((row) => ({
             id: row.id,
+            kind: row.cardKind,
             label: row.label,
-            recommendedLimit: row.recommended_limit,
-            recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
         })),
+        suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
+        teamRows,
     };
 };
+const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: 'USD',
+    maximumFractionDigits: 0,
+});
+const fromSuggestedCards = (suggestedCards, cardOptions) => {
+    const ordered = [...suggestedCards].sort((a, b) => {
+        if (a.card_type === b.card_type) {
+            return 0;
+        }
+        return a.card_type === 'vendor' ? -1 : 1;
+    });
+    const withUniqueIds = withSynthesizedIds(ordered);
+    const teamRows = withUniqueIds
+        .filter(({ card }) => card.is_suggested)
+        .map(({ card, uniqueId }) => ({
+        avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
+        cardKind: card.card_type === 'department' ? 'class' : 'vendor',
+        id: uniqueId,
+        label: card.card_name,
+        recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
+        recommendedLimitCadence: 'Monthly',
+    }));
+    const suggestedOwnerUserIdByTeamId = Object.fromEntries(withUniqueIds
+        .filter(({ card }) => card.is_suggested)
+        .map(({ card, uniqueId }) => [uniqueId, card.owner_id]));
+    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
+        id: uniqueId,
+        kind: card.card_type === 'department' ? 'class' : 'vendor',
+        label: card.card_name,
+    }));
+    return {
+        mode: 'team-then-cards',
+        cardOptions,
+        cardNameOptions,
+        suggestedOwnerUserIdByTeamId,
+        teamRows,
+    };
+};
+/**
+ * Stamp each suggested card with a stable unique id derived from its
+ * `card_name_id`. If two cards in the same payload share the same
+ * `card_name_id` (which happens in the current sample payload where
+ * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
+ * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
+ * stays unique.
+ */
+const withSynthesizedIds = (cards) => {
+    const seen = new Set();
+    return cards.map((card, index) => {
+        const preferred = card.card_name_id;
+        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
+            seen.add(preferred);
+            return { card, uniqueId: preferred };
+        }
+        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
+        seen.add(synthesized);
+        return { card, uniqueId: synthesized };
+    });
+};
 const toCardPolicyInitialData = (payload) => {
     const suggestedPolicies = (payload.suggested_policies ?? []).map((policy) => ({
         id: policy.id,

package/lib/esm/entity/cardPolicy/cardPolicyPayload.js

@@ -7,7 +7,7 @@ export const toMccCategory = (payload) => ({
 });
 export const toCardPolicyVendorSearchOption = (payload) => ({
     vendorId: payload.vendor_id,
-    name: payload.name,
+    name: payload.vendor_name,
 });
 export const toCardPolicyStats = (payload) => ({
     activePolicies: payload.active_policies,

package/lib/esm/entity/cardPolicy/cardPolicyReducer.js

@@ -1,5 +1,15 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { toCardPolicyTemplate, toCardPolicyVendorSearchOption, toExtractedCardPolicyRules, toMccCategory, } from './cardPolicyPayload';
+/**
+ * Defensive predicate for vendor / merchant names that flow into
+ * `buildVendorChipId(name)` (in `@zeniai/web-components`). That helper
+ * calls `name.trim().toLowerCase()`, so a null / undefined / whitespace-
+ * only value would throw at render time, and an empty string would
+ * collapse every nameless row into a single colliding `vendor-` chip-id.
+ * Used at the redux ingestion boundary for both the vendor-search results
+ * and the BE-suggested merchant seed arrays.
+ */
+const isUsableMerchantName = (name) => typeof name === 'string' && name.trim() !== '';
 const initialPolicyDocumentExtractionState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -38,10 +48,12 @@ const cardPolicy = createSlice({
             // Persist BE-suggested allow / block seeds alongside the universe.
             // Both flows (manual create page + AI CFO interactive form) read
             // these to pre-populate the chip cloud body before the user edits.
-            draft.suggestedAllowMerchants =
-                action.payload.suggested_allow_merchants ?? [];
-            draft.suggestedBlockMerchants =
-                action.payload.suggested_block_merchants ?? [];
+            // Drop empty / nullish merchant names defensively — they feed
+            // `buildVendorChipId(name)` (in @zeniai/web-components) which calls
+            // `.trim().toLowerCase()` and would crash the chip-picker render
+            // path if any entry slipped through as undefined / "".
+            draft.suggestedAllowMerchants = (action.payload.suggested_allow_merchants ?? []).filter(isUsableMerchantName);
+            draft.suggestedBlockMerchants = (action.payload.suggested_block_merchants ?? []).filter(isUsableMerchantName);
             draft.suggestedAllowCategories = (action.payload.suggested_allow_catagories ?? []).map(toMccCategory);
             draft.suggestedBlockCategories = (action.payload.suggested_block_catagories ?? []).map(toMccCategory);
             draft.mccCategoriesFetchState = 'Completed';
@@ -163,7 +175,14 @@ const cardPolicy = createSlice({
             },
         },
         updateCardPolicyVendorOptions(draft, action) {
-            draft.vendorSearch.vendors = (action.payload.vendors ?? []).map(toCardPolicyVendorSearchOption);
+            // Drop rows with no usable name. The chip-picker keys vendors by
+            // `buildVendorChipId(name)` (in @zeniai/web-components), which calls
+            // `name.trim().toLowerCase()`. A null / undefined / whitespace-only
+            // name would either throw at render time or collapse every nameless
+            // row into a single colliding `vendor-` chip-id.
+            draft.vendorSearch.vendors = (action.payload.vendors ?? [])
+                .map(toCardPolicyVendorSearchOption)
+                .filter((vendor) => isUsableMerchantName(vendor.name));
             draft.vendorSearch.fetchState = 'Completed';
             draft.vendorSearch.error = undefined;
         },

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

@@ -2,13 +2,23 @@ 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=... */
+/**
+ * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
+ *
+ * Appends `&no_card_created=true` when the action payload sets
+ * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
+ * has not yet created any card). Any other value omits the flag entirely so
+ * the existing call sites continue to issue the unchanged request.
+ */
 export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 mergeMap((action) => {
-    const { pageContext } = action.payload;
+    const { pageContext, noCardCreated } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
+    if (noCardCreated === true) {
+        query.set('no_card_created', 'true');
+    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {

package/lib/index.d.ts

@@ -906,7 +906,7 @@ export { AiCfoViewSelector, getAiCfoView, getSuggestedQuestionsForPageContext, }
 export { MessagePayload, ChatSessionPayload, AiCfoAnswerPayload, } from './entity/aiCfo/aiCfoPayload';
 export { setNewSession, setSessions, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';
 export { AiCfoSelectorView, getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, ChatSessionWithOrderedQuestionAnswers, } from './entity/aiCfo/aiCfoSelector';
-export { AiCfoQuestionWithAnswer, AiCfoAnswerParagraph, AiCfoAnswerStateType, AiCfoChartType, AiCfoAnswerResponseType, TableVisualization, ChartVisualization, CardsCardOption, CardsCreationInitialData, CardPolicyCardRowSeed, CardPolicyInitialData, CardPolicyLimitRowSeed, CardPolicyOwnerSeed, CardPolicySuggestedPolicy, CardPolicySuggestedPolicyChip, CardPolicySuggestedPolicyChipGroup, CardPolicyTagSeed, InteractiveFormType, InteractiveFormVisualization, AiCfoVisualization, AiCfoVisualizationType, AiCfoState, ChatSession, ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ChatSessionWithMessages, ResponseBlockBase, AnswerContentBlockBase, FileAttachmentMetadata, QuestionContentBlockBase, ResponseBlockType, toMessageSender, toMessageType, MessageSender, MessageType, } from './entity/aiCfo/aiCfoState';
+export { AiCfoQuestionWithAnswer, AiCfoAnswerParagraph, AiCfoAnswerStateType, AiCfoChartType, AiCfoAnswerResponseType, TableVisualization, ChartVisualization, CardNameOption, CardsCardKind, CardsCardOption, CardsCreationInitialData, CardPolicyCardRowSeed, CardPolicyInitialData, CardPolicyLimitRowSeed, CardPolicyOwnerSeed, CardPolicySuggestedPolicy, CardPolicySuggestedPolicyChip, CardPolicySuggestedPolicyChipGroup, CardPolicyTagSeed, InteractiveFormType, InteractiveFormVisualization, AiCfoVisualization, AiCfoVisualizationType, AiCfoState, ChatSession, ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ChatSessionWithMessages, ResponseBlockBase, AnswerContentBlockBase, FileAttachmentMetadata, QuestionContentBlockBase, ResponseBlockType, toMessageSender, toMessageType, MessageSender, MessageType, } from './entity/aiCfo/aiCfoState';
 export { clearPolicyDocumentExtraction, extractPolicyDocument, fetchCardPolicyMccCategories, fetchCardPolicyVendorOptions, removeCardPolicyTemplate, updateCardPolicyMccCategories, updateCardPolicyMccCategoriesFailure, updateCardPolicyStats, updateCardPolicyTemplates, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, updateCreatedCardPolicyTemplate, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess, clearCardPolicy, } from './entity/cardPolicy/cardPolicyReducer';
 export { getAllCardPolicyTemplates, getCardPolicyMccCategories, getCardPolicyMccCategoriesError, getCardPolicyMccCategoriesFetchState, getCardPolicyStats, getCardPolicySuggestedAllowCategories, getCardPolicySuggestedAllowMerchants, getCardPolicySuggestedBlockCategories, getCardPolicySuggestedBlockMerchants, getCardPolicyTemplateById, getCardPolicyTemplatesByIds, getCardPolicyVendorSearchFetchState, getCardPolicyVendorSearchOptions, getCardPolicyVendorSearchString, getExtractedCardPolicyRules, getPolicyDocumentExtractionError, getPolicyDocumentExtractionFetchState, getUploadedPolicyDocumentFileName, } from './entity/cardPolicy/cardPolicySelector';
 export { ALL_CARD_POLICY_TEMPLATE_MODES, ALL_CARD_POLICY_TEMPLATE_STATUSES, CardPolicyState, CardPolicyStats, CardPolicyTemplate, CardPolicyTemplateEntityList, CardPolicyTemplateMode, CardPolicyTemplateSpendLimits, CardPolicyTemplateStatus, CardPolicyVendorSearchEntry, CardPolicyVendorSearchState, ExtractedCardPolicyRules, MccCategory, PolicyDocumentExtractionState, toCardPolicyTemplateMode, toCardPolicyTemplateStatus, } from './entity/cardPolicy/cardPolicyState';

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

@@ -92,6 +92,13 @@ export declare const submitQuestion: import("@reduxjs/toolkit").ActionCreatorWit
     questionAnswerId: ID;
 }, "aiCfoView/updateCotCollapsedState">, fetchSuggestedQuestions: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     pageContext: AiCfoSuggestedQuestionsPageContext;
+    /**
+     * AI Card Creation flow: when true, the epic appends `&no_card_created=true`
+     * so the backend tailors prompts for a tenant that has not yet created a
+     * card. The bucket key is unchanged (`pageContext`); see
+     * `useFetchSuggestedQuestionsWhenReady` for the refetch-on-flag-flip rule.
+     */
+    noCardCreated?: boolean;
 }, "aiCfoView/fetchSuggestedQuestions">, fetchSuggestedQuestionsSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     generatedAt: string;
     pageContext: AiCfoSuggestedQuestionsPageContext;

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

@@ -4,5 +4,12 @@ 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=... */
+/**
+ * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
+ *
+ * Appends `&no_card_created=true` when the action payload sets
+ * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
+ * has not yet created any card). Any other value omits the flag entirely so
+ * the existing call sites continue to issue the unchanged request.
+ */
 export declare const fetchSuggestedQuestionsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -5,13 +5,23 @@ 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=... */
+/**
+ * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
+ *
+ * Appends `&no_card_created=true` when the action payload sets
+ * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
+ * has not yet created any card). Any other value omits the flag entirely so
+ * the existing call sites continue to issue the unchanged request.
+ */
 const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 (0, operators_1.mergeMap)((action) => {
-    const { pageContext } = action.payload;
+    const { pageContext, noCardCreated } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
+    if (noCardCreated === true) {
+        query.set('no_card_created', 'true');
+    }
     const url = `${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) {

package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts

@@ -6,7 +6,7 @@ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { AccountBase } from '../../../entity/account/accountState';
 import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { VendorBase } from '../../../entity/vendor/vendorState';
-export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
+export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "class" | "category" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
 export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
 export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;

package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts

@@ -2,7 +2,7 @@ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
 import { CompletedSubTab } from './completedSubTab';
-export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
+export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "class" | "category";
 export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
 export interface MissingReceiptsViewUIState {
     scrollPosition: {
@@ -34,7 +34,7 @@ export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatch
 export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
 export declare const toMatchSource: (v: string) => "manual" | "ai";
 export type MatchSource = ReturnType<typeof toMatchSource>;
-export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
+export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "class" | "category";
 export type BulkUploadSortKey = ReturnType<typeof toBulkUploadSortKey>;
 export interface CandidateRef {
     matchScore: number;

package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts

@@ -18,7 +18,7 @@ import { ZeniDate } from '../../../zeniDayJS';
 import { EntityRecommendationKey } from '../../recommendation/recommendationState';
 import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
 import { CompletedSubTab } from './completedSubTab';
-export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
+export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "class" | "category" | "payment_account" | "transaction_type" | "memo_and_receipt";
 export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
 export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
 export declare const toTransactionsTabKey: (v: string) => "review" | "autoCategorized";

package/lib/view/people/peopleTypes.d.ts

@@ -1,3 +1,3 @@
-declare const toPeopleSortKeyType: (v: string) => "name" | "role" | "manager" | "department" | "lastSeen";
+declare const toPeopleSortKeyType: (v: string) => "department" | "name" | "role" | "manager" | "lastSeen";
 export type PeopleViewSortKey = ReturnType<typeof toPeopleSortKeyType>;
 export {};

package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts

@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
 export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
 export declare const toScheduleSubTabType: (v: string) => "completed" | "new" | "ongoing" | "all";
 export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
-declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "user" | "createTime" | "class" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
+declare const toScheduleSortKeyType: (v: string) => "months" | "amount" | "vendor" | "status" | "class" | "user" | "createTime" | "memo" | "balanceAsOfToday" | "transactionDate" | "transactionType" | "assetId" | "scheduleCategory" | "startMonth" | "accruedExpenseCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "endMonth";
 export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
 export interface DownloadJEScheduleTabOptions {
     categoryId: ID;

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" | "cardName" | "owner" | "accountType" | "limit" | "department" | "cardType" | "utilisation";
+export declare const toChargeCardSortKeyType: (v: string) => "status" | "department" | "cardName" | "owner" | "accountType" | "limit" | "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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.0.65-betaRR1",
+  "version": "5.0.65-betaRR3",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",