@zeniai/client-epic-state 5.1.23 → 5.1.25-betaRD1

package/lib/view/aiCfoView/epics/fetchSkillsEpic.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 { fetchSkills, fetchSkillsFailure, fetchSkillsSuccess } from '../aiCfoViewReducer';
+export type ActionType = ReturnType<typeof fetchSkills> | ReturnType<typeof fetchSkillsSuccess> | ReturnType<typeof fetchSkillsFailure>;
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/skills — chat-visible skills for the `/` menu. */
+export declare const fetchSkillsEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;

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

@@ -0,0 +1,38 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.fetchSkillsEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../responsePayload");
+const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
+const toSkill = (s) => ({
+    macroId: s.macro_id,
+    name: s.name,
+    displayName: s.display_name,
+    description: s.description,
+    semver: s.semver,
+    parameterHints: s.parameter_hints,
+    hasScripts: s.has_scripts,
+});
+/** GET {aiCfoMicroServiceBaseUrl}/1.0/skills — chat-visible skills for the `/` menu. */
+const fetchSkillsEpic = (actions$, 
+// state$ intentionally unused: the `/` menu dispatches this once per slash-entry
+// (the composer dedupes), so we always re-fetch the (small, singleton) list.
+_state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.fetchSkills.match), 
+// switchMap: a singleton list endpoint with no key — cancel any in-flight
+// fetch so the latest dispatch wins (no racing writes to `skills`).
+(0, operators_1.switchMap)(() => {
+    // aiCfoMicroServiceBaseUrl already targets the chat service (it serves the
+    // /1.0/agents/{id} submit route too); /1.0/skills lives on the same service.
+    const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/skills`;
+    return zeniAPI.getJSON(url).pipe((0, operators_1.mergeMap)((response) => {
+        if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
+            // Guard the array: a malformed 2xx body without `skills` must not crash .map.
+            return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSkillsSuccess)({
+                skills: (response.data.skills ?? []).map(toSkill),
+            }));
+        }
+        return (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSkillsFailure)(response.status));
+    }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, aiCfoViewReducer_1.fetchSkillsFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Fetch skills REST API call failed', error instanceof Error ? { message: error.message } : undefined)))));
+}));
+exports.fetchSkillsEpic = fetchSkillsEpic;

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

@@ -7,7 +7,7 @@ const aiCfoReducer_1 = require("../../../entity/aiCfo/aiCfoReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const aiCfoViewReducer_1 = require("../aiCfoViewReducer");
 const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(aiCfoViewReducer_1.submitQuestion.match), (0, operators_1.mergeMap)((action) => {
-    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, } = action.payload;
+    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, macroId, } = action.payload;
     const { aiCfoViewState } = state$.value;
     const { uiState } = aiCfoViewState;
     const agentId = uiState.agentId;
@@ -20,15 +20,21 @@ const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, oper
         const formData = new FormData();
         formData.append('chat_session_id', sessionId);
         formData.append('message', question);
+        if (macroId != null) {
+            formData.append('macro_id', macroId);
+        }
         for (const file of files) {
             formData.append('files', file, file.name);
         }
         apiCall = zeniAPI.postFormData(endpoint, formData);
     }
     else {
+        // `message` is the display token (e.g. "/flux"); `macro_id` tells the chat
+        // service to expand the skill's instructions as the actual agent prompt.
         apiCall = zeniAPI.postAndGetJSON(endpoint, {
             chat_session_id: sessionId,
             message: question,
+            ...(macroId != null && { macro_id: macroId }),
         });
     }
     return apiCall.pipe((0, operators_1.mergeMap)((response) => {

package/lib/view/transactionDetail/epics/saveTransactionDetailEpic.js

@@ -8,6 +8,7 @@ const get_1 = __importDefault(require("lodash/get"));
 const rxjs_1 = require("rxjs");
 const operators_1 = require("rxjs/operators");
 const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const transactionDetailReducer_1 = require("../transactionDetailReducer");
 const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
@@ -16,12 +17,13 @@ const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe((0, operat
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
+    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
     const key = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const detail = (0, get_1.default)(transactionDetailState.transactionDetailById, key, undefined);
     const transaction = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, key);
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
-        const transactionSaveUpdates = (0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionDetailLocalData)(localData, transaction, isExpenseAutomationEnabled);
+        const transactionSaveUpdates = (0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionDetailLocalData)(localData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled);
         fetchActions.push((0, transactionDetailReducer_1.updateTransactionDetail)(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled));
         return (0, rxjs_1.from)(fetchActions);
     }

package/lib/view/transactionDetail/epics/saveTransactionHelper.d.ts

@@ -21,7 +21,7 @@ import { TransactionDetailLocalData } from '../transactionDetailTypes';
  * 4. Only difference between this and Miscategorized will be that we will
  * additionally fire “Mark as not miscat” for every point above.
  */
-export declare const toTransactionUpdatesFromTransactionDetailLocalData: (transactionDetailLocalData: TransactionDetailLocalData, transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean) => TransactionSaveUpdates;
+export declare const toTransactionUpdatesFromTransactionDetailLocalData: (transactionDetailLocalData: TransactionDetailLocalData, transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean, isAccountingProjectsEnabled?: boolean) => TransactionSaveUpdates;
 export declare const toRecommendedAccountBase: (amountValue: number, accountBase?: AccountBase, recommendationBase?: RecommendationBase) => RecommendedAccountBase | undefined;
 export declare const toRecommendedClassBase: (amountValue: number, classBase?: ClassBase, recommendationBase?: RecommendationBase) => RecommendedClassBase | undefined;
 export declare const isTransactionMiscategorized: (transaction: SupportedTransaction, isExpenseAutomationEnabled: boolean) => boolean;

package/lib/view/transactionDetail/epics/saveTransactionHelper.js

@@ -24,7 +24,7 @@ const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDat
  * 4. Only difference between this and Miscategorized will be that we will
  * additionally fire “Mark as not miscat” for every point above.
  */
-const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
+const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled = false) => {
     const updates = {
         updatesByLineId: {},
     };
@@ -33,6 +33,12 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
     const isTransactionMisCategorized = (0, exports.isTransactionMiscategorized)(transaction, isExpenseAutomationEnabled);
     updates.memo = transactionDetailLocalData.memo;
     updates.documentId = transactionDetailLocalData.documentId;
+    // Project is at the transaction level only for invoice and credit_memo,
+    // and only when the projects feature is enabled for this tenant.
+    if (isAccountingProjectsEnabled &&
+        (transaction.type === 'invoice' || transaction.type === 'credit_memo')) {
+        updates.project = transactionDetailLocalData.project;
+    }
     const selectedEntity = transactionDetailLocalData.selectedEntity;
     const updatedEntityId = transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===
         true
@@ -55,7 +61,10 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
                 lineDescription: lineItem.lineDescription,
                 class: lineItem.class,
                 account: lineItem.account,
-                project: lineItem.project,
+                // Project is at the transaction level for invoice/credit_memo; omit from lines.
+                ...(transaction.type !== 'invoice' && transaction.type !== 'credit_memo'
+                    ? { project: lineItem.project }
+                    : {}),
                 recommendation: (0, transactionHelper_1.convertCOTRecommendationsToRegular)(lineItem.recommendationsWithCOT),
             };
             if (line.type === 'journal_entry_transaction_line' ||

package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -25,6 +25,7 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
 const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
 const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
 const responsePayload_1 = require("../../../responsePayload");
+const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
 const accountListSelector_1 = require("../../accountList/accountListSelector");
 const transactionCategorizationLocalDataHelper_1 = require("../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper");
 const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
@@ -33,9 +34,10 @@ const transactionDetailState_1 = require("../transactionDetailState");
 const saveTransactionHelper_1 = require("./saveTransactionHelper");
 const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
+    const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
     const { cotTransactionTracking, transactionId, transactionSaveUpdates, isUncategorizedExpenseCategoryEnabled, } = action.payload;
     return zeniAPI
-        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking))
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking, isAccountingProjectsEnabled))
         .pipe((0, operators_1.mergeMap)((response) => {
         if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
             const transactionIdResp = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
@@ -130,7 +132,7 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
     }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(action.payload.transactionId, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `REST API call errored out ${error}`)))));
 }));
 exports.updateTransactionDetailEpic = updateTransactionDetailEpic;
-function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
+function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking, isAccountingProjectsEnabled) {
     const transactionDetailKey = (0, transactionDetailState_1.getTransactionDetailKey)(transactionId);
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
     const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
@@ -162,7 +164,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
         };
     }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, currentSelectedEntity);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -172,7 +174,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
     }
     return undefined;
 }
-const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isAccountingProjectsEnabled, vendorUpdates, customerUpdates, tranSelectedEntity) => {
     const transaction = Object.assign({}, detail);
     transaction.memo = updates.memo ?? '';
     // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
@@ -233,6 +235,19 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, ven
     let basePayload;
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
         basePayload = (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
+        // For invoice/credit_memo only, project lives at the transaction level.
+        // Guard behind the projects feature flag to avoid touching the field when
+        // projects are disabled for this tenant.
+        if (isAccountingProjectsEnabled &&
+            (transaction.type === 'invoice' || transaction.type === 'credit_memo') &&
+            updates.project != null) {
+            basePayload = {
+                ...basePayload,
+                accounting_project_id: updates.project.projectId,
+                accounting_project_integration_id: updates.project.accountingProviderProjectId ?? null,
+                accounting_project_name: updates.project.projectName,
+            };
+        }
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
         if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {

package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js

@@ -15,6 +15,17 @@ const toTransactionDetailLocalData = (transaction, defaultVendorId, uncategorize
     const vendorId = defaultVendorId ?? transaction.vendor?.id;
     transactionLocal.memo = transaction.memo;
     transactionLocal.documentId = transaction.documentId;
+    // Project is at the transaction level only for invoice and credit_memo.
+    if ((transaction.type === 'invoice' || transaction.type === 'credit_memo') &&
+        transaction.projectId != null) {
+        transactionLocal.project = {
+            projectId: transaction.projectId,
+            projectName: transaction.projectName ?? '',
+            ...(transaction.accountingProviderProjectId != null
+                ? { accountingProviderProjectId: transaction.accountingProviderProjectId }
+                : {}),
+        };
+    }
     transactionLocal.vendorUpdates =
         (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
             ? {
@@ -429,6 +440,7 @@ const toUpdateLineItemsOriginalCategoryClass = (transaction, transactionDetailLo
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -534,6 +546,7 @@ const toSetAllLineItemsToCategoryClass = (transaction, transactionDetailLocalDat
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -580,6 +593,7 @@ const toSetAllLineItemsLocalDataIsUpdateAllChecked = (transaction, transactionDe
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -738,6 +752,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
         vendorDetails: transactionDetailLocalData.vendorDetails,
@@ -792,6 +807,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         vendorDetails: transactionDetailLocalData.vendorDetails,
         vendorUpdates: transactionDetailLocalData.vendorUpdates,
@@ -1015,6 +1031,7 @@ const toUpdateLineItemsToOriginalVendor = (transaction, transactionDetailLocalDa
         ...transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData,
         memo: transactionDetailLocalData.memo,
         documentId: transactionDetailLocalData.documentId,
+        project: transactionDetailLocalData.project,
         lineItemById: newLineItems,
         isVendorUpdateAllChecked: false,
         latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,

package/lib/view/transactionDetail/transactionDetailState.d.ts

@@ -62,6 +62,7 @@ export interface TransactionUpdates {
     customerId?: ID;
     documentId?: string;
     memo?: string;
+    project?: ProjectBase;
     vendorId?: ID;
 }
 export interface EntityRelatedRecommendationUpdates {

package/lib/view/transactionDetail/transactionDetailTypes.d.ts

@@ -54,6 +54,7 @@ export interface TransactionDetailLocalData {
     latestSelectedEntityOnLineItem?: Entity;
     latestUpdatedLineWithEntity?: ID;
     memo?: string;
+    project?: ProjectBase;
     selectedEntity?: Entity;
     updatePreviousTransactionsWithUpdatedVendor?: boolean;
     vendorDetails?: {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.23",
+  "version": "5.1.25-betaRD1",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -79,6 +79,7 @@
     "ts-prune": "^0.10.3",
     "ts-unused-exports": "^11.0.1",
     "typescript": "^5.7.3",
+    "vite": "^7.3.5",
     "vitest": "^4.1.8"
   },
   "dependencies": {
@@ -129,7 +130,8 @@
     "postversion": "git push && git push --tags",
     "check-dependencies": "node ./scripts/check_dependencies.js",
     "clean-overrides": "node ./scripts/clean_overrides.js",
-    "create-release-branch": "chmod +x ./scripts/create_release_branch.sh && ./scripts/create_release_branch.sh",
+    "create-or-update-release-branch": "chmod +x ./scripts/create_or_update_release_branch.sh && ./scripts/create_or_update_release_branch.sh",
+    "bump-versions-master": "chmod +x ./scripts/bump_versions_master.sh && ./scripts/bump_versions_master.sh",
     "bump-update-web-app-cockpit-beta": "chmod +x ./scripts/bump_and_update_web_app_ui_beta.sh && ./scripts/bump_and_update_web_app_ui_beta.sh",
     "send-release-notes": "chmod +x ./scripts/send_release_notes.sh && ./scripts/send_release_notes.sh",
     "update-slack-group-topic": "chmod +x ./scripts/update-slack-group-topic.sh && ./scripts/update-slack-group-topic.sh",