@zeniai/client-epic-state 5.1.29 → 5.1.30-betaAK0

package/lib/esm/reducer.js

@@ -33,6 +33,15 @@ import forecast, { initialState as initialForecastState, } from './entity/foreca
 import entity, { initialState as initialEntityState, } from './entity/genericEntity/entityReducer';
 import globalMerchant, { initialState as initialGlobalMerchantState, } from './entity/globalMerchant/globalMerchantReducer';
 import insights, { initialState as initialInsightState, } from './entity/insights/insightReducer';
+import invoicingCoupon, { initialState as initialInvoicingCouponState, } from './entity/invoicing/coupon/couponReducer';
+import invoicingCreditNote, { initialState as initialInvoicingCreditNoteState, } from './entity/invoicing/creditNote/creditNoteReducer';
+import invoicingCustomer, { initialState as initialInvoicingCustomerState, } from './entity/invoicing/customer/customerReducer';
+import invoicingDunningCase, { initialState as initialInvoicingDunningCaseState, } from './entity/invoicing/dunningCase/dunningCaseReducer';
+import invoicingInvoice, { initialState as initialInvoicingInvoiceState, } from './entity/invoicing/invoice/invoiceReducer';
+import invoicingPlan, { initialState as initialInvoicingPlanState, } from './entity/invoicing/plan/planReducer';
+import invoicingProduct, { initialState as initialInvoicingProductState, } from './entity/invoicing/product/productReducer';
+import invoicingSubscription, { initialState as initialInvoicingSubscriptionState, } from './entity/invoicing/subscription/subscriptionReducer';
+import invoicingTransaction, { initialState as initialInvoicingTransactionState, } from './entity/invoicing/transaction/transactionReducer';
 import jeSchedules, { initialState as initialJESchedulesState, } from './entity/jeSchedules/jeSchedulesReducer';
 import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
 import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
@@ -117,6 +126,35 @@ import forecastList, { initialState as initialForecastListState, } from './view/
 import globalMerchantAutoComplete, { initialState as initialGlobalMerchantAutoCompleteState, } from './view/globalMerchantView/globalMerchantAutoCompleteView/globalMerchantAutoCompleteViewReducer';
 import globalMerchantView, { initialState as initialGlobalMerchantViewState, } from './view/globalMerchantView/globalMerchantViewReducer';
 import insightsCard, { initialState as initialInsightCardState, } from './view/insightsCard/insightsCardReducer';
+import invoicingOverview, { initialState as initialInvoicingOverviewState, } from './view/invoicing/invoicingOverview/invoicingOverviewReducer';
+import invoicingApprovalAction, { initialState as initialInvoicingApprovalActionState, } from './view/invoicing/approvalAction/approvalActionReducer';
+import invoicingApprovalsView, { initialState as initialInvoicingApprovalsViewState, } from './view/invoicing/approvalsView/approvalsViewReducer';
+import invoicingAuditView, { initialState as initialInvoicingAuditViewState, } from './view/invoicing/auditView/auditViewReducer';
+import invoicingCatalogView, { initialState as initialInvoicingCatalogViewState, } from './view/invoicing/catalogView/catalogViewReducer';
+import invoicingCatalogWrite, { initialState as initialInvoicingCatalogWriteState, } from './view/invoicing/catalogWrite/catalogWriteReducer';
+import invoicingCouponView, { initialState as initialInvoicingCouponViewState, } from './view/invoicing/couponView/couponViewReducer';
+import invoicingCouponWrite, { initialState as initialInvoicingCouponWriteState, } from './view/invoicing/couponWrite/couponWriteReducer';
+import invoicingCreateInvoice, { initialState as initialInvoicingCreateInvoiceState, } from './view/invoicing/createInvoice/createInvoiceReducer';
+import invoicingCreditNoteView, { initialState as initialInvoicingCreditNoteViewState, } from './view/invoicing/creditNoteView/creditNoteViewReducer';
+import invoicingCustomerPaymentMethod, { initialState as initialInvoicingCustomerPaymentMethodState, } from './view/invoicing/customerPaymentMethod/customerPaymentMethodReducer';
+import invoicingCustomerView, { initialState as initialInvoicingCustomerViewState, } from './view/invoicing/customerView/customerViewReducer';
+import invoicingCustomerWrite, { initialState as initialInvoicingCustomerWriteState, } from './view/invoicing/customerWrite/customerWriteReducer';
+import invoicingDataImportAction, { initialState as initialInvoicingDataImportActionState, } from './view/invoicing/dataImportAction/dataImportActionReducer';
+import invoicingDataImportView, { initialState as initialInvoicingDataImportViewState, } from './view/invoicing/dataImportView/dataImportViewReducer';
+import invoicingDunningAction, { initialState as initialInvoicingDunningActionState, } from './view/invoicing/dunningAction/dunningActionReducer';
+import invoicingDunningCaseView, { initialState as initialInvoicingDunningCaseViewState, } from './view/invoicing/dunningCaseView/dunningCaseViewReducer';
+import invoicingInvoiceAction, { initialState as initialInvoicingInvoiceActionState, } from './view/invoicing/invoiceAction/invoiceActionReducer';
+import invoicingInvoiceDetail, { initialState as initialInvoicingInvoiceDetailState, } from './view/invoicing/invoiceDetail/invoiceDetailReducer';
+import invoicingInvoiceList, { initialState as initialInvoicingInvoiceListState, } from './view/invoicing/invoiceList/invoiceListReducer';
+import invoicingInvoicePdf, { initialState as initialInvoicingInvoicePdfState, } from './view/invoicing/invoicePdf/invoicePdfReducer';
+import invoicingPaymentAction, { initialState as initialInvoicingPaymentActionState, } from './view/invoicing/paymentAction/paymentActionReducer';
+import invoicingRecordPayment, { initialState as initialInvoicingRecordPaymentState, } from './view/invoicing/recordPayment/recordPaymentReducer';
+import invoicingReportsView, { initialState as initialInvoicingReportsViewState, } from './view/invoicing/reportsView/reportsViewReducer';
+import invoicingSettingsView, { initialState as initialInvoicingSettingsViewState, } from './view/invoicing/settingsView/settingsViewReducer';
+import invoicingSubscriptionAction, { initialState as initialInvoicingSubscriptionActionState, } from './view/invoicing/subscriptionAction/subscriptionActionReducer';
+import invoicingSubscriptionView, { initialState as initialInvoicingSubscriptionViewState, } from './view/invoicing/subscriptionView/subscriptionViewReducer';
+import invoicingSubscriptionWrite, { initialState as initialInvoicingSubscriptionWriteState, } from './view/invoicing/subscriptionWrite/subscriptionWriteReducer';
+import invoicingTransactionView, { initialState as initialInvoicingTransactionViewState, } from './view/invoicing/transactionView/transactionViewReducer';
 import monthEndCloseChecksView, { initialState as initialMonthEndCloseChecksViewState, } from './view/monthEndCloseChecksView/monthEndCloseChecksViewReducer';
 import netBurnOrIncome, { initialState as initialNetBurnOrIncomeWithForecastState, } from './view/netBurnOrIncome/netBurnOrIncomeReducer';
 import netBurnOrIncomeClassesView, { initialState as initialNetBurnOrIncomeClassesViewState, } from './view/netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer';
@@ -266,6 +304,15 @@ const initialEntitiesState = {
     forecastState: initialForecastState,
     globalMerchantState: initialGlobalMerchantState,
     insightState: initialInsightState,
+    invoicingCouponState: initialInvoicingCouponState,
+    invoicingCreditNoteState: initialInvoicingCreditNoteState,
+    invoicingCustomerState: initialInvoicingCustomerState,
+    invoicingDunningCaseState: initialInvoicingDunningCaseState,
+    invoicingInvoiceState: initialInvoicingInvoiceState,
+    invoicingPlanState: initialInvoicingPlanState,
+    invoicingProductState: initialInvoicingProductState,
+    invoicingSubscriptionState: initialInvoicingSubscriptionState,
+    invoicingTransactionState: initialInvoicingTransactionState,
     jeSchedulesState: initialJESchedulesState,
     merchantState: initialMerchantState,
     monthEndCloseChecksState: initialMonthEndCloseChecksState,
@@ -382,6 +429,35 @@ const initialViewsState = {
     globalMerchantAutoCompleteState: initialGlobalMerchantAutoCompleteState,
     globalMerchantViewState: initialGlobalMerchantViewState,
     insightsCardState: initialInsightCardState,
+    invoicingOverviewState: initialInvoicingOverviewState,
+    invoicingApprovalActionState: initialInvoicingApprovalActionState,
+    invoicingApprovalsViewState: initialInvoicingApprovalsViewState,
+    invoicingAuditViewState: initialInvoicingAuditViewState,
+    invoicingCatalogViewState: initialInvoicingCatalogViewState,
+    invoicingCatalogWriteState: initialInvoicingCatalogWriteState,
+    invoicingCouponWriteState: initialInvoicingCouponWriteState,
+    invoicingCouponViewState: initialInvoicingCouponViewState,
+    invoicingCreditNoteViewState: initialInvoicingCreditNoteViewState,
+    invoicingCreateInvoiceState: initialInvoicingCreateInvoiceState,
+    invoicingRecordPaymentState: initialInvoicingRecordPaymentState,
+    invoicingCustomerPaymentMethodState: initialInvoicingCustomerPaymentMethodState,
+    invoicingCustomerViewState: initialInvoicingCustomerViewState,
+    invoicingCustomerWriteState: initialInvoicingCustomerWriteState,
+    invoicingDataImportActionState: initialInvoicingDataImportActionState,
+    invoicingDataImportViewState: initialInvoicingDataImportViewState,
+    invoicingDunningActionState: initialInvoicingDunningActionState,
+    invoicingDunningCaseViewState: initialInvoicingDunningCaseViewState,
+    invoicingInvoiceActionState: initialInvoicingInvoiceActionState,
+    invoicingInvoiceDetailState: initialInvoicingInvoiceDetailState,
+    invoicingInvoiceListState: initialInvoicingInvoiceListState,
+    invoicingInvoicePdfState: initialInvoicingInvoicePdfState,
+    invoicingPaymentActionState: initialInvoicingPaymentActionState,
+    invoicingReportsViewState: initialInvoicingReportsViewState,
+    invoicingSettingsViewState: initialInvoicingSettingsViewState,
+    invoicingSubscriptionActionState: initialInvoicingSubscriptionActionState,
+    invoicingSubscriptionViewState: initialInvoicingSubscriptionViewState,
+    invoicingSubscriptionWriteState: initialInvoicingSubscriptionWriteState,
+    invoicingTransactionViewState: initialInvoicingTransactionViewState,
     internationalWireState: initialInternationalWireState,
     issueChargeCardState: issueChargeCardInitialstate,
     internationalWireVerificationState: initialInternationalWireVerificationState,
@@ -509,6 +585,15 @@ const entityReducers = {
     forecastState: forecast,
     globalMerchantState: globalMerchant,
     insightState: insights,
+    invoicingCouponState: invoicingCoupon,
+    invoicingCreditNoteState: invoicingCreditNote,
+    invoicingCustomerState: invoicingCustomer,
+    invoicingDunningCaseState: invoicingDunningCase,
+    invoicingInvoiceState: invoicingInvoice,
+    invoicingPlanState: invoicingPlan,
+    invoicingProductState: invoicingProduct,
+    invoicingSubscriptionState: invoicingSubscription,
+    invoicingTransactionState: invoicingTransaction,
     jeSchedulesState: jeSchedules,
     merchantState: merchant,
     monthEndCloseChecksState: monthEndCloseChecks,
@@ -624,6 +709,35 @@ const viewReducers = {
     globalMerchantAutoCompleteState: globalMerchantAutoComplete,
     globalMerchantViewState: globalMerchantView,
     insightsCardState: insightsCard,
+    invoicingOverviewState: invoicingOverview,
+    invoicingApprovalActionState: invoicingApprovalAction,
+    invoicingApprovalsViewState: invoicingApprovalsView,
+    invoicingAuditViewState: invoicingAuditView,
+    invoicingCatalogViewState: invoicingCatalogView,
+    invoicingCatalogWriteState: invoicingCatalogWrite,
+    invoicingCouponWriteState: invoicingCouponWrite,
+    invoicingCouponViewState: invoicingCouponView,
+    invoicingCreditNoteViewState: invoicingCreditNoteView,
+    invoicingCreateInvoiceState: invoicingCreateInvoice,
+    invoicingRecordPaymentState: invoicingRecordPayment,
+    invoicingCustomerPaymentMethodState: invoicingCustomerPaymentMethod,
+    invoicingCustomerViewState: invoicingCustomerView,
+    invoicingCustomerWriteState: invoicingCustomerWrite,
+    invoicingDataImportActionState: invoicingDataImportAction,
+    invoicingDataImportViewState: invoicingDataImportView,
+    invoicingDunningActionState: invoicingDunningAction,
+    invoicingDunningCaseViewState: invoicingDunningCaseView,
+    invoicingInvoiceActionState: invoicingInvoiceAction,
+    invoicingInvoiceDetailState: invoicingInvoiceDetail,
+    invoicingInvoiceListState: invoicingInvoiceList,
+    invoicingInvoicePdfState: invoicingInvoicePdf,
+    invoicingPaymentActionState: invoicingPaymentAction,
+    invoicingReportsViewState: invoicingReportsView,
+    invoicingSettingsViewState: invoicingSettingsView,
+    invoicingSubscriptionActionState: invoicingSubscriptionAction,
+    invoicingSubscriptionViewState: invoicingSubscriptionView,
+    invoicingSubscriptionWriteState: invoicingSubscriptionWrite,
+    invoicingTransactionViewState: invoicingTransactionView,
     internationalWireState: internationalWire,
     issueChargeCardState: issueChargeCards,
     internationalWireVerificationState: internationalWireVerification,

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

@@ -47,6 +47,7 @@ export const initialAiCfoViewState = {
     responseStateByChatSessionId: {},
     stopSubmitStateByChatSessionId: {},
     suggestedQuestionsByPageContext: {},
+    skills: { fetchState: 'Not-Started', error: undefined, skills: [] },
 };
 const aiCfoView = createSlice({
     name: 'aiCfoView',
@@ -62,7 +63,7 @@ const aiCfoView = createSlice({
                     answer: { fetchState: 'In-Progress', error: undefined },
                 };
             },
-            prepare(sessionId, questionAnswerId, userId, questionId, createdAt, question, files) {
+            prepare(sessionId, questionAnswerId, userId, questionId, createdAt, question, files, macroId) {
                 return {
                     payload: {
                         sessionId,
@@ -72,6 +73,7 @@ const aiCfoView = createSlice({
                         createdAt,
                         question,
                         files,
+                        macroId,
                     },
                 };
             },
@@ -222,7 +224,7 @@ const aiCfoView = createSlice({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, macroId) {
                 return {
                     payload: {
                         agentId,
@@ -233,6 +235,7 @@ const aiCfoView = createSlice({
                         question,
                         files,
                         pageContext,
+                        macroId,
                     },
                 };
             },
@@ -445,6 +448,29 @@ const aiCfoView = createSlice({
                 error,
             };
         },
+        fetchSkills(draft) {
+            // Optional-chain: persisted/rehydrated state from before this slice existed
+            // may have no `skills`, so don't assume draft.skills is set.
+            draft.skills = {
+                fetchState: 'In-Progress',
+                error: undefined,
+                skills: draft.skills?.skills ?? [],
+            };
+        },
+        fetchSkillsSuccess(draft, action) {
+            draft.skills = {
+                fetchState: 'Completed',
+                error: undefined,
+                skills: action.payload.skills,
+            };
+        },
+        fetchSkillsFailure(draft, action) {
+            draft.skills = {
+                fetchState: 'Error',
+                error: action.payload,
+                skills: draft.skills?.skills ?? [],
+            };
+        },
         clearAiCfoView(draft) {
             Object.assign(draft, initialAiCfoViewState);
         },
@@ -455,5 +481,5 @@ 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, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = 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, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } = aiCfoView.actions;
 export default aiCfoView.reducer;

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

@@ -22,3 +22,14 @@ export const getAiCfoView = (state) => {
 export function getSuggestedQuestionsForPageContext(state, pageContext) {
     return state.aiCfoViewState?.suggestedQuestionsByPageContext?.[pageContext];
 }
+// Stable fallback so getSkills returns a referentially-stable object when skills
+// state is absent — a fresh literal each call would defeat useSelector identity
+// checks and cause needless re-renders.
+const EMPTY_SKILLS_STATE = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    skills: [],
+};
+export function getSkills(state) {
+    return state.aiCfoViewState?.skills ?? EMPTY_SKILLS_STATE;
+}

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

@@ -66,7 +66,7 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createSessionAndSubmit.match), switchMap((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, macroId, } = action.payload;
     const payload = {
         agent_id: agentId,
         ...(pageContext != null && { page_context: pageContext }),
@@ -113,7 +113,7 @@ export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => action
                 // This allows fetchChatHistory to run after the question is submitted
                 of(createSessionAndSubmitSuccess(), 
                 // Submit the question after handlers are bound
-                submitQuestion(sessionId, questionAnswerId, userId, questionId, createdAt, question, files), 
+                submitQuestion(sessionId, questionAnswerId, userId, questionId, createdAt, question, files, macroId), 
                 // Add question payload optimistically after submitQuestion (matches original order)
                 // This is idempotent - won't create duplicates if called multiple times
                 // submitQuestionEpic will find the question already exists and only update the response

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

@@ -0,0 +1,34 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchSkills, fetchSkillsFailure, fetchSkillsSuccess, } from '../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. */
+export 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(filter(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`).
+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(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            // Guard the array: a malformed 2xx body without `skills` must not crash .map.
+            return of(fetchSkillsSuccess({
+                skills: (response.data.skills ?? []).map(toSkill),
+            }));
+        }
+        return of(fetchSkillsFailure(response.status));
+    }), catchError((error) => of(fetchSkillsFailure(createZeniAPIStatus('Unexpected Error', 'Fetch skills REST API call failed', error instanceof Error ? { message: error.message } : undefined)))));
+}));

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

@@ -4,7 +4,7 @@ import { upsertOrAddQuestionAnswerPayload } from '../../../entity/aiCfo/aiCfoRed
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { submitQuestion, submitQuestionFailure, submitQuestionSuccess, } from '../aiCfoViewReducer';
 export const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitQuestion.match), mergeMap((action) => {
-    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, } = action.payload;
+    const { questionAnswerId, userId, sessionId, questionId, createdAt, question, files, macroId, } = action.payload;
     const { aiCfoViewState } = state$.value;
     const { uiState } = aiCfoViewState;
     const agentId = uiState.agentId;
@@ -17,15 +17,21 @@ export const submitQuestionEpic = (actions$, state$, zeniAPI) => actions$.pipe(f
         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(mergeMap((response) => {

package/lib/esm/view/commonVendorView/transactionVendorView/epics/saveTransactionVendorEpic.js

@@ -70,7 +70,8 @@ export const saveTransactionVendorEpic = (actions$, state$, zeniAPI) => actions$
                                     name: response.data.vendors[0].vendor_name,
                                     id: response.data.vendors[0].qbo_id,
                                     type: 'vendor',
-                                    zeniId: savedVendor.vendor_id ?? '',
+                                    // Zeni platform id (vendor_id field), not the resolved id used for local-data keys.
+                                    zeniId: savedVendor.vendor_id ?? undefined,
                                     qboId: response.data.vendors[0].qbo_id,
                                     logo: toZeniUrlWithoutBaseURL(response.data.vendors[0].logo?.url ?? ''),
                                 },
@@ -83,14 +84,15 @@ export const saveTransactionVendorEpic = (actions$, state$, zeniAPI) => actions$
                         transactionId: action.payload.transactionId,
                         vendorUpdates: {
                             name: response.data.vendors[0].vendor_name,
-                            id: savedVendor.vendor_id ?? '',
+                            id: savedVendor.vendor_id ?? undefined,
                             qboId: response.data.vendors[0].qbo_id,
                         },
                         entity: {
                             name: response.data.vendors[0].vendor_name,
                             id: response.data.vendors[0].qbo_id,
                             type: 'vendor',
-                            zeniId: savedVendor.vendor_id ?? '',
+                            // Zeni platform id (vendor_id field), not the resolved id used for local-data keys.
+                            zeniId: savedVendor.vendor_id ?? undefined,
                             qboId: response.data.vendors[0].qbo_id,
                             logo: toZeniUrlWithoutBaseURL(response.data.vendors[0].logo?.url ?? ''),
                         },

package/lib/esm/view/createTransferEntry/epics/createTransferEntryEpic.js

@@ -3,6 +3,7 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
 import { removeTransaction, updateTransaction, } from '../../../entity/transaction/transactionReducer';
+import { getVendorPayloadIdentifier } from '../../../entity/vendor/vendorPayload';
 import { isSuccessResponse } from '../../../responsePayload';
 import { removeTransactionFromAllTabs } from '../../expenseAutomationView/reducers/transactionsViewReducer';
 import { initializeTransactionDetailLocalData, removeTransactionDetail, } from '../../transactionDetail/transactionDetailReducer';
@@ -85,11 +86,14 @@ function handleSuccessWithoutTransactionBody(transactionId) {
 function handleSuccessWithTransactionBody(transactionPayload, vendorPayload, previousTransactionId, sourceTransactionId) {
     const newTransactionId = toTransactionID(transactionPayload);
     const replaced = !transactionIdsAreEqual(previousTransactionId, newTransactionId);
+    const firstVendor = vendorPayload?.[0];
     const immediate = [
         updateTransaction(getTransactionDetailKey(newTransactionId), transactionPayload),
         initializeTransactionDetailLocalData({
             transactionId: newTransactionId,
-            vendorId: vendorPayload?.[0]?.vendor_id ?? undefined,
+            vendorId: firstVendor != null
+                ? getVendorPayloadIdentifier(firstVendor) ?? undefined
+                : undefined,
         }),
         ...buildSuccessSideEffects(sourceTransactionId),
     ];

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js

@@ -14,7 +14,8 @@ export const fetchTransactionCategorizationEpic = (actions$, state$, zeniAPI) =>
 groupBy((action) => action.payload.selectedTab), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const { expenseAutomationViewState: { selectedPeriodByTenantId }, expenseAutomationTransactionsViewState, } = state$.value;
     const { period, keepExistingListItems, selectedTab, refreshViewInBackground, } = action.payload;
-    const uiState = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab].uiState;
+    const uiState = expenseAutomationTransactionsViewState
+        .transactionCategorizationView[selectedTab].uiState;
     const { pageToken, sortOrder, sortKey } = uiState;
     const requestSearchString = uiState.searchString;
     const currentTenant = getCurrentTenant(state$.value);

package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js

@@ -52,7 +52,8 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
     // fresh fetch on click. refreshViewInBackground=true keeps it silent.
     if (searchString === undefined) {
         TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
-            const otherTabFetchState = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].fetchState;
+            const otherTabFetchState = expenseAutomationTransactionsViewState
+                .transactionCategorizationView[otherTab].fetchState;
             if (otherTabFetchState === 'Not-Started') {
                 updateActions.push(fetchTransactionCategorization(otherTab, period, false, false, undefined, undefined, true, undefined, isUncategorizedExpenseCategoryEnabled));
             }
@@ -65,7 +66,8 @@ export const fetchTransactionCategorizationViewEpic = (actions$, state$) => acti
     // if available; otherwise issue a background fetch.
     if (searchString !== undefined) {
         TRANSACTIONS_TABS.filter((tab) => tab !== selectedTab).forEach((otherTab) => {
-            const otherTabSearchString = expenseAutomationTransactionsViewState.transactionCategorizationView[otherTab].uiState.searchString;
+            const otherTabSearchString = expenseAutomationTransactionsViewState
+                .transactionCategorizationView[otherTab].uiState.searchString;
             if (searchString !== otherTabSearchString) {
                 updateActions.push(fetchTransactionCategorization(otherTab, period, true, keepExistingListItems, searchString, undefined, true, true, isUncategorizedExpenseCategoryEnabled));
             }

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js

@@ -3,7 +3,10 @@ import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVend
 export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
     const { vendorState } = state;
     const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;
-    const vendorID = vendor.id;
+    const vendorID = vendor?.id;
+    if (vendorID == null) {
+        throw new Error('Vendor is required to build JE schedule payload');
+    }
     const vendorDetails = vendorState.vendorByID[vendorID];
     const jeSchedulePayload = {
         status: status,

package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -166,8 +166,7 @@ const expenseAutomationTransactionsView = createSlice({
                 // Only overwrite when explicitly set; undefined means a non-search fetch
                 // (tab switch, period change) should preserve the existing search string.
                 if (searchString !== undefined) {
-                    draft.transactionCategorizationView[selectedTab].uiState.searchString =
-                        searchString;
+                    draft.transactionCategorizationView[selectedTab].uiState.searchString = searchString;
                 }
                 draft.transactionCategorizationView[selectedTab].error = undefined;
                 const monthYearPeriod = {

package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js

@@ -15,7 +15,7 @@ import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
-            return (s) => s.vendor.name?.toLowerCase();
+            return (s) => s.vendor?.name?.toLowerCase();
         case 'category':
             return (s) => s.jeDebit.account?.accountName?.toLowerCase();
         case 'class':

package/lib/esm/view/fileView/fileUploadHelpers.js

@@ -70,8 +70,7 @@ export async function uploadFiles(fileBlobs, metadataPayload, filesEndPoint, aut
             return undefined;
         }
         const responseBody = await httpResponse.json();
-        if (responseBody?.status?.code >= 200 &&
-            responseBody?.status?.code < 300) {
+        if (responseBody?.status?.code >= 200 && responseBody?.status?.code < 300) {
             return responseBody.data?.files;
         }
         console.error(`Upload files failed with ${responseBody?.status?.message ?? 'unknown API error'}`);

package/lib/esm/view/invoicing/approvalAction/approvalActionEpic.js

@@ -0,0 +1,27 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { upsertInvoicingApproval } from '../approvalsView/approvalsViewReducer';
+import { runInvoicingApprovalAction, runInvoicingApprovalActionFailure, runInvoicingApprovalActionSuccess, } from './approvalActionReducer';
+export const runInvoicingApprovalActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingApprovalAction.match), mergeMap((action) => {
+    const { action: kind, approvalId } = action.payload;
+    const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/approvals/${encodeURIComponent(approvalId)}/${kind}`;
+    return zeniAPI
+        .postAndGetJSON(apiUrl, {})
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            return [
+                upsertInvoicingApproval(response.data),
+                runInvoicingApprovalActionSuccess({ approvalId }),
+            ];
+        }
+        return of(runInvoicingApprovalActionFailure({
+            error: response.status,
+            approvalId,
+        }));
+    }), catchError((error) => of(runInvoicingApprovalActionFailure({
+        error: createZeniAPIStatus('Unexpected Error', 'Approval action REST API call errored out ' +
+            JSON.stringify(error)),
+        approvalId,
+    }))));
+}));

package/lib/esm/view/invoicing/approvalAction/approvalActionPayload.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/invoicing/approvalAction/approvalActionReducer.js

@@ -0,0 +1,36 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialState = {
+    byApprovalId: {},
+};
+const approvalAction = createSlice({
+    name: 'invoicingApprovalAction',
+    initialState,
+    reducers: {
+        runInvoicingApprovalAction(draft, action) {
+            draft.byApprovalId[action.payload.approvalId] = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        runInvoicingApprovalActionSuccess(draft, action) {
+            draft.byApprovalId[action.payload.approvalId] = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        runInvoicingApprovalActionFailure(draft, action) {
+            draft.byApprovalId[action.payload.approvalId] = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        clearInvoicingApprovalAction(draft, action) {
+            delete draft.byApprovalId[action.payload];
+        },
+        clearAllInvoicingApprovalActions(draft) {
+            draft.byApprovalId = {};
+        },
+    },
+});
+export const { runInvoicingApprovalAction, runInvoicingApprovalActionSuccess, runInvoicingApprovalActionFailure, clearInvoicingApprovalAction, clearAllInvoicingApprovalActions, } = approvalAction.actions;
+export default approvalAction.reducer;

package/lib/esm/view/invoicing/approvalAction/approvalActionSelector.js

@@ -0,0 +1,5 @@
+const NOT_STARTED = {
+    fetchState: 'Not-Started',
+    error: undefined,
+};
+export const getInvoicingApprovalActionState = (approvalId) => (state) => state.invoicingApprovalActionState.byApprovalId[approvalId] ?? NOT_STARTED;

package/lib/esm/view/invoicing/approvalAction/approvalActionState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/invoicing/approvalsView/approvalsViewEpics.js

@@ -0,0 +1,35 @@
+import { of } from 'rxjs';
+import { catchError, filter, switchMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { INVOICING_LIST_PAGE_SIZE, applyListSortParams, withQuery, } from '../invoicingApiHelper';
+import { fetchInvoicingApprovals, updateInvoicingApprovals, updateInvoicingApprovalsFailure, } from './approvalsViewReducer';
+const buildQuery = (filters, cursor, sort) => {
+    const params = new URLSearchParams();
+    if (filters.search != null && filters.search.length > 0) {
+        params.set('search', filters.search);
+    }
+    if (filters.status != null && filters.status.length > 0) {
+        params.set('status', filters.status);
+    }
+    params.set('limit', String(INVOICING_LIST_PAGE_SIZE));
+    if (cursor != null) {
+        params.set('cursor', cursor);
+    }
+    applyListSortParams(params, sort);
+    return params;
+};
+export const fetchInvoicingApprovalsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInvoicingApprovals.match), switchMap((action) => {
+    const { filters, cursor, keepExistingListItems, sort } = action.payload;
+    const apiUrl = withQuery(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/approvals`, buildQuery(filters, cursor, sort));
+    return zeniAPI.getJSON(apiUrl).pipe(switchMap((response) => {
+        if (isSuccessResponse(response)) {
+            return of(updateInvoicingApprovals({
+                items: response.data?.items ?? [],
+                nextCursor: response.data?.next_cursor ?? null,
+                keepExistingListItems,
+            }));
+        }
+        return of(updateInvoicingApprovalsFailure(response.status));
+    }), catchError((error) => of(updateInvoicingApprovalsFailure(createZeniAPIStatus('Unexpected Error', 'Fetch approvals REST API call errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/invoicing/approvalsView/approvalsViewPayload.js

@@ -0,0 +1 @@
+export {};