@zeniai/client-epic-state 5.1.29 → 5.1.30

package/lib/esm/index.js

@@ -244,7 +244,7 @@ import { getProfitAndLossProjectView } from './view/profitAndLossProjectView/pro
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, } from './view/recommendation/recommendationReducer';
-import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
+import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
 import { fetchReimbursementCard } from './view/reimbursementCard/reimbursementCardReducer';
@@ -642,7 +642,7 @@ export { toNotificationModeStrict, updateCommentsNotifications, updateCommentsNo
 export { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, fetchNotificationView, fetchNotificationUnreadCount, fetchNotificationUnreadCountSuccess, updateNotificationViewAllNotificationsStatus, updateNotificationViewNotificationStatus, updateNotificationViewTabState, updateNotificationViewCurrentTabAndSubTab, updateNotificationViewSubTab, updateNotificationViewUIState, getNotificationView, getExternalNotificationsForSelectedSubTab, getNotificationsForSelectedSubTab, };
 export { clearFeatureNotificationView, fetchRegisteredInterests, notifyMeForFeature, getFeatureNotificationView, getRegisteredInterests, getRegisteredInterestsByFeature, isFeatureInterestRegistered, };
 export { pushToastNotification, getLastNotificationTime, getNotifications, };
-export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
+export { getReferralListView, getInviteFormView, toReferralListViewSortKeyType, StatusTypes, AmountStatusTypes, DEFAULT_REFERRER_AMOUNT, fetchReferrals, sendReferralInvite, clearReferrals, saveReferralFormDataInLocalStore, updateReferralListSortUiState, resendReferralInvite, fetchRewardsPlan, getRewardsPlanCard, updateReferViewed, };
 export { ALL_WEEK_DAYS, SEMI_WEEKLY_REQUIRED_DAYS_COUNT, getMinAllowedEndDate, getRecurringEndDateFromCount, toDayOfWeek, toRecurringFrequency, };
 export { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, getCompanyTaskManagerView, createTaskFromTaskGroupTemplate, };
 export { fetchInternationalVerificationForm, submitInternationalVerificationForm, updateVerificationFormLocalData, getIntlWireVerificationView, };
@@ -655,8 +655,8 @@ export { clearAllAiAccountantCustomers, updateAiAccountantCustomers, updateAiAcc
 export { getAiAccountantCustomers, getAiAccountantJobsByTenantId, } from './entity/aiAccountantCustomer/aiAccountantCustomerSelector';
 export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantCustomers, fetchAiAccountantJobs, setSelectedTenantIdsForJobTrigger, triggerAiAccountantJob, updateAiAccountantUIState, } from './view/aiAccountantView/aiAccountantViewReducer';
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
-export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
-export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
+export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, fetchSkills, fetchSkillsSuccess, fetchSkillsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
+export { getAiCfoView, getSuggestedQuestionsForPageContext, getSkills, } from './view/aiCfoView/aiCfoViewSelector';
 export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
 export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, } from './entity/aiCfo/aiCfoSelector';
 export { 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, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';

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/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/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/onboardingView/cockpitView/epic/initializeOnboardingCustomerViewUpdateDataEpic.js

@@ -4,7 +4,7 @@ import { getAddressByAddressId } from '../../../../entity/address/addressSelecto
 import { getOnboardingCompanyByCompanyId } from '../../../../entity/company/companySelector';
 import { toAccountingConnectionCreationModeStrict } from '../../../../entity/company/companyStateTypes';
 import { getOnboardingCustomersByCompanyId } from '../../../../entity/onboardingCustomer/onboardingCustomerSelector';
-import { getOnboardingTenantByTenantId, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantTreasuryEnabled, } from '../../../../entity/tenant/tenantSelector';
+import { getOnboardingTenantByTenantId, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, } from '../../../../entity/tenant/tenantSelector';
 import { getUserByUserId } from '../../../../entity/user/userSelector';
 import { newAddressInLocalStore, resetNewAddressesInLocalStore, } from '../../../addressView/addressViewReducer';
 import { clearOnboardingCustomerViewUpdateData, initializeOnboardingCustomerViewUpdateData, saveOnboardingCustomerDataInLocalStore, saveOnboardingCustomerViewUpdateData, updateCustomerLocalStoreInitStateOnFailure, } from '../onboardingCockpitViewReducer';
@@ -112,32 +112,20 @@ const getSelectedProducts = (isDebitCardFlagEnabled, tenant) => {
     const isBookkeepingEnabled = isTenantBookkeepingEnabled(tenant);
     const isOtherProductsEnabled = isOtherProductsEnabledForTenant(tenant);
     const isCardsEnabled = isTenantCardsOnly(tenant);
-    const isTreasuryEnabled = isTenantTreasuryEnabled(tenant);
     if (isCardsEnabled && isBankingOnly) {
-        const selectedProducts = ['zeni_cards', 'zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isBankingOnly) {
-        const selectedProducts = ['zeni_checking'];
-        if (isTreasuryEnabled) {
-            selectedProducts.push('zeni_treasury');
-        }
-        return selectedProducts;
+        return [];
     }
     else if (isCardsEnabled) {
-        return ['zeni_cards'];
+        return [];
     }
     else if (isBookkeepingEnabled) {
         return [
             'bookkeeping',
             'zeni_bill_pay',
-            'zeni_checking',
             'zeni_reimbursements',
-            'zeni_treasury',
-            'zeni_cards',
         ];
     }
     else if (isOtherProductsEnabled) {

package/lib/esm/view/onboardingView/cockpitView/onboardingCockpitViewPayload.js

@@ -48,9 +48,9 @@ export const toOnboardingCustomerPayload = (onboardingCustomer, sendInvite, comp
             const isTreasury = selectedProducts.includes('zeni_treasury');
             if (isBookkeeping) {
                 onboardingCustomerPayload.is_book_keeping_enabled = true;
-                onboardingCustomerPayload.is_banking_enabled = true;
+                onboardingCustomerPayload.is_banking_enabled = isChecking;
                 onboardingCustomerPayload.is_spend_management_enabled = true;
-                onboardingCustomerPayload.is_card_enabled = true;
+                onboardingCustomerPayload.is_card_enabled = isCards;
                 onboardingCustomerPayload.is_treasury_enabled = isTreasury;
             }
             else if (isChecking && isCards) {

package/lib/esm/view/referralView/epics/sendReferralInviteEpic.js

@@ -1,5 +1,6 @@
 import { of } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { sendReferralInvite, sendReferralInviteFailure, sendReferralInviteSuccess, } from '../referralReducer';
 export const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(sendReferralInvite.match), switchMap(() => {
@@ -13,7 +14,14 @@ export const sendReferralInviteEpic = (actions$, state$, zeniAPI) => actions$.pi
         .postAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/company-referrals`, invitePayload)
         .pipe(mergeMap((response) => {
         if (isSuccessStatus(response)) {
-            const actions = [sendReferralInviteSuccess()];
+            const actions = [
+                sendReferralInviteSuccess(),
+                openSnackbar({
+                    messageSection: 'referral_invite_sent',
+                    messageText: 'success',
+                    type: 'success',
+                }),
+            ];
             return actions;
         }
         else {

package/lib/esm/view/referralView/referralReducer.js

@@ -4,6 +4,7 @@ import { date } from '../../zeniDayJS';
 import { toZeniUrl } from '../../zeniUrl';
 import { toReferralInvitation, } from './referralPayload';
 import { toSupportedRewardPlansType, } from './referralState';
+export const DEFAULT_REFERRER_AMOUNT = 4000;
 export const initialState = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -44,7 +45,7 @@ export const initialState = {
     },
     rewardsPlan: {
         referrerAmount: {
-            amount: 0,
+            amount: DEFAULT_REFERRER_AMOUNT,
             currencyCode: 'USD',
             currencySymbol: '$',
         },
@@ -53,7 +54,7 @@ export const initialState = {
             currencyCode: 'USD',
             currencySymbol: '$',
         },
-        planName: 'PLAN_1000',
+        planName: 'PLAN_4000',
         planId: 'dummy',
         referralLink: toZeniUrl(''),
     },

package/lib/esm/view/scheduleView/scheduleAccruedDetailView/epics/deleteScheduleAccruedDetailEpic.js

@@ -20,7 +20,7 @@ export const deleteScheduleAccruedDetailEpic = (actions$, state$, zeniAPI) => ac
         return from(actions);
     }
     const scheduleDetailId = jeScheduleState.jeScheduleId;
-    const vendorName = jeScheduleState.vendor.name;
+    const vendorName = jeScheduleState.vendor?.name ?? '';
     const scheduleDetailsUpdated = state.scheduleAccruedDetailState.editScheduleStateByDetailId[scheduleDetailId];
     const payload = {
         ...prepareScheduleAccruedDetailPayload(state, scheduleDetailsUpdated, selectedJEScheduleKey, true),

package/lib/esm/view/scheduleView/scheduleAccruedDetailView/epics/fetchRecommendedTransactionRowIndexEpic.js

@@ -3,14 +3,13 @@ import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { DEFAULT_DATE_FORMAT } from '../../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
 import { getJEAccruedScheduleByJEScheduleKey } from '../../../../entity/jeSchedules/jeSchedulesSelector';
 import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
-import { getVendorByVendorId } from '../../../../entity/vendor/vendorSelector';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { dateNow } from '../../../../zeniDayJS';
 import { fetchRecommendedTransactionRowIndex, updateFetchedTransactionIds, updatedFetchRecommendationBillExpenseSuccessOrFailure, } from '../scheduleAccruedDetailReducer';
 export const fetchRecommendedTransactionRowIndexEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchRecommendedTransactionRowIndex.match), mergeMap((action) => {
     const state = state$.value;
     const { selectedJELinkRowIndex } = action.payload;
-    const { scheduleAccruedDetailState, vendorState } = state;
+    const { scheduleAccruedDetailState } = state;
     const actions = [];
     const { selectedJEAccruedScheduleKey } = scheduleAccruedDetailState;
     if (selectedJEAccruedScheduleKey == null ||
@@ -27,14 +26,21 @@ export const fetchRecommendedTransactionRowIndexEpic = (actions$, state$, zeniAP
     const { amount, runningBalance: accruedBalance, expectedPostDate, } = selectedJournalEntry;
     const endDate = dateNow().endOf('month').format(DEFAULT_DATE_FORMAT);
     const { vendor } = jeScheduleState;
-    const vendorId = vendor.id;
-    const vendorEntity = getVendorByVendorId(vendorState, vendorId);
+    if (vendor?.id == null) {
+        return from([
+            updateFetchedTransactionIds([], (value) => value.transaction_id),
+            updatedFetchRecommendationBillExpenseSuccessOrFailure({
+                fetchState: 'Completed',
+                error: undefined,
+            }),
+        ]);
+    }
     const queryParam = {
         start_date: expectedPostDate.format(DEFAULT_DATE_FORMAT),
         end_date: endDate,
         amount: amount?.amount ?? 0,
         accrued_balance: accruedBalance?.amount ?? 0,
-        vendor_id: vendorEntity?.id ?? '',
+        vendor_id: vendor.id,
         account_name: account?.accountName ?? '',
         class_name: accountingClass?.className ?? '',
     };

package/lib/esm/view/scheduleView/scheduleAccruedDetailView/scheduleAccruedDetailPayload.js

@@ -202,7 +202,10 @@ export const mapAccruedExpenseJEScheduleTransactionToPayload = (jeScheduleAccrue
     const lastJEScheduleDate = scheduleLength > 0
         ? scheduleDetailsLocalDataAccruedExpenses.jeScheduleDetails[scheduleLength - 1].postingDate.format(DEFAULT_DATE_FORMAT)
         : null;
-    const vendorID = vendor.id;
+    const vendorID = vendor?.id;
+    if (vendorID == null) {
+        throw new Error('Vendor is required to build accrued schedule detail payload');
+    }
     const vendorDetails = vendorState.vendorByID[vendorID];
     const payload = {
         status: status,

package/lib/esm/view/scheduleView/scheduleDetailView/epics/createNewSchedulesEpic.js

@@ -12,7 +12,7 @@ export const createNewSchedulesEpic = (actions$, state$) => actions$.pipe(filter
     if (selectedJEScheduleKey != null) {
         const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(selectedJEScheduleKey, state);
         const totalAmount = jeScheduleTransactionState.baseTransaction.amount;
-        const vendorName = jeScheduleTransactionState.vendor.name;
+        const vendorName = jeScheduleTransactionState.vendor?.name ?? '';
         const currentLocalData = jeScheduleTransactionState.jeScheduleId != null
             ? scheduleDetailState.editScheduleStateByDetailId[scheduleType][jeScheduleTransactionState.jeScheduleId]
             : scheduleDetailState.newScheduleState[scheduleType];

package/lib/esm/view/scheduleView/scheduleDetailView/epics/deleteScheduleDetailEpic.js

@@ -16,7 +16,7 @@ export const deleteScheduleDetailEpic = (actions$, state$, zeniAPI) => actions$.
         return from(actions);
     }
     const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(selectedJEScheduleKey, state);
-    const vendorName = jeScheduleTransactionState.vendor.name;
+    const vendorName = jeScheduleTransactionState.vendor?.name ?? '';
     const scheduleDetailId = jeScheduleTransactionState.jeScheduleId ?? selectedJeScheduleDetailId;
     if (scheduleDetailId == null) {
         return from(actions);

package/lib/esm/view/scheduleView/scheduleDetailView/epics/markAsCompleteScheduleDetailEpic.js

@@ -12,7 +12,7 @@ export const markAsCompleteScheduleDetailEpic = (actions$, state$, zeniAPI) => a
     const actions = [];
     const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
     const scheduleDetailId = jeScheduleTransactionState.jeScheduleId;
-    const vendorName = jeScheduleTransactionState.vendor.name;
+    const vendorName = jeScheduleTransactionState.vendor?.name ?? '';
     const scheduleDetailsUpdated = scheduleDetailId != null
         ? state.scheduleDetailState.editScheduleStateByDetailId[scheduleType][scheduleDetailId]
         : state.scheduleDetailState.newScheduleState[scheduleType];

package/lib/esm/view/scheduleView/scheduleDetailView/epics/saveScheduleDetailsEpic.js

@@ -16,7 +16,7 @@ export const saveScheduleDetailsEpic = (actions$, state$, zeniAPI) => actions$.p
         return from(actions);
     }
     const jeScheduleTransactionState = getJEScheduledTransactionByJEScheduleTransactionKey(selectedJEScheduleKey, state);
-    const vendorName = jeScheduleTransactionState.vendor.name;
+    const vendorName = jeScheduleTransactionState.vendor?.name ?? '';
     const scheduleDetailId = jeScheduleTransactionState.jeScheduleId ?? selectedJeScheduleDetailId;
     const scheduleDetailsUpdated = scheduleDetailId != null
         ? state.scheduleDetailState.editScheduleStateByDetailId[scheduleType][scheduleDetailId]

package/lib/esm/view/scheduleView/scheduleDetailView/scheduleDetailPayload.js

@@ -120,7 +120,10 @@ const mapJEScheduleTransactionToPayload = (jeScheduleTransactionState, vendorSta
     const lastJEScheduleDate = scheduleLength > 0
         ? scheduleDetailsLocalData.jeScheduleDetails[scheduleLength - 1].postingDate.format(DEFAULT_DATE_FORMAT)
         : null;
-    const vendorID = vendor.id;
+    const vendorID = vendor?.id;
+    if (vendorID == null) {
+        throw new Error('Vendor is required to build schedule detail payload (mapJEScheduleTransactionToPayload)');
+    }
     const vendorDetails = vendorState.vendorByID[vendorID];
     const updatedVendor = {
         vendor_id: selectedVendor?.id ?? '',
@@ -195,7 +198,10 @@ const mapFixedAssetJEScheduleTransactionToPayload = (jeScheduleTransactionState,
     const lastJEScheduleDate = scheduleLength > 0
         ? scheduleDetailsLocalData.jeScheduleDetails[scheduleLength - 1].postingDate.format(DEFAULT_DATE_FORMAT)
         : null;
-    const vendorID = vendor.id;
+    const vendorID = vendor?.id;
+    if (vendorID == null) {
+        throw new Error('Vendor is required to build schedule detail payload (mapFixedAssetJEScheduleTransactionToPayload)');
+    }
     const vendorDetails = vendorState.vendorByID[vendorID];
     const updatedVendor = {
         vendor_id: selectedVendor?.id ?? '',
@@ -273,7 +279,10 @@ export const mapAccruedExpenseJEScheduleTransactionToPayload = (jeScheduleTransa
     const lastJEScheduleDate = scheduleLength > 0
         ? scheduleDetailsLocalData.jeScheduleDetails[scheduleLength - 1].postingDate.format(DEFAULT_DATE_FORMAT)
         : null;
-    const vendorID = vendor.id;
+    const vendorID = vendor?.id;
+    if (vendorID == null) {
+        throw new Error('Vendor is required to build schedule detail payload (mapAccruedExpenseJEScheduleTransactionToPayload)');
+    }
     const vendorDetails = vendorState.vendorByID[vendorID];
     const payload = {
         status: updatedStatus,

package/lib/esm/view/scheduleView/scheduleListView/scheduleListSelector.js

@@ -12,9 +12,9 @@ const sortedJETransactionsView = (jeTransactions, sortKey, sortOrder) => {
             case 'transactionDate':
                 return jeTransaction.baseTransaction.date.valueOf();
             case 'vendor':
-                return jeTransaction.vendor.name != null
+                return jeTransaction.vendor?.name != null
                     ? jeTransaction.vendor.name.toLowerCase()
-                    : jeTransaction.vendor.name;
+                    : jeTransaction.vendor?.name;
             case 'scheduleCategory':
                 return jeTransaction.baseTransaction.account.accountName.toLowerCase();
             case 'expenseCategory':
@@ -75,9 +75,9 @@ const sortedJEAccruedSchedules = (jeAccruedSchedules, sortKey, sortOrder) => {
             case 'createTime':
                 return jeAccruedSchedule.createTime.valueOf();
             case 'vendor':
-                return jeAccruedSchedule.vendor.name != null
+                return jeAccruedSchedule.vendor?.name != null
                     ? jeAccruedSchedule.vendor.name.toLowerCase()
-                    : jeAccruedSchedule.vendor.name;
+                    : jeAccruedSchedule.vendor?.name;
             case 'expenseCategory':
                 return jeAccruedSchedule.jeDebit.account != null
                     ? jeAccruedSchedule.jeDebit.account.accountName.toLowerCase()
@@ -202,7 +202,7 @@ export const getScheduleListReport = (state, scheduleType) => {
             .trim()
             .toLowerCase();
         const sortedJETransactionView = sortedJETransactionsView(jeTransactionsView.filter((jeTransaction) => {
-            return ((jeTransaction.vendor.name != null &&
+            return ((jeTransaction.vendor?.name != null &&
                 jeTransaction.vendor.name
                     .toLowerCase()
                     .includes(loweredSearchText) === true) ||
@@ -322,8 +322,9 @@ export const getAccruedScheduleListReport = (state, scheduleType) => {
             .trim()
             .toLocaleLowerCase();
         const sortedJESchedules = sortedJEAccruedSchedules(jeScheduleAccrued.filter((jeSchedule) => {
-            return (jeSchedule.vendor.name.toLowerCase().includes(loweredSearchText) ===
-                true ||
+            return (jeSchedule.vendor?.name
+                ?.toLowerCase()
+                ?.includes(loweredSearchText) === true ||
                 jeSchedule.memo.toLowerCase().includes(loweredSearchText) === true);
         }), sortKey, sortOrder);
         const totalBalances = getCalculatedAccruedScheduleTotal(sortedJESchedules);

package/lib/esm/view/spendManagement/billPay/billDetailView/epics/fetchBillDetailEpic.js

@@ -14,6 +14,7 @@ import { updateEntityApprovalStatus } from '../../../../../entity/entityApproval
 import { updatePaymentAccounts } from '../../../../../entity/paymentAccount/paymentAccountReducer';
 import { updatePaymentInstruments } from '../../../../../entity/paymentInstrument/paymentInstrumentReducer';
 import { updateAllUsers } from '../../../../../entity/user/userReducer';
+import { getVendorPayloadIdentifier } from '../../../../../entity/vendor/vendorPayload';
 import { updateVendors } from '../../../../../entity/vendor/vendorReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
 import { getFlattenedAddress } from '../../../../commonVendorView/commonVendorViewHelper';
@@ -98,12 +99,16 @@ export const fetchBillDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(
                 }
                 else {
                     fetchActions.push(updateBillDetail({ billId, billDetail: response.data }));
-                    fetchActions.push(updateBillDetailFetchState(transcationId, 'Completed', undefined, vendorInResponse?.vendor_id ?? undefined));
                     const transactionInResponse = response.data?.transaction;
+                    const resolvedVendorId = vendorInResponse != null
+                        ? getVendorPayloadIdentifier(vendorInResponse)
+                        : null;
+                    fetchActions.push(updateBillDetailFetchState(transcationId, 'Completed', undefined, resolvedVendorId ?? undefined));
                     if (transactionInResponse != null &&
                         transactionInResponse.total_amount != null &&
-                        vendorInResponse.vendor_id != null) {
-                        fetchActions.push(fetchDuplicateBill(vendorInResponse.vendor_name, vendorInResponse.vendor_id, transactionInResponse.total_amount, transactionInResponse.recipient_total_amount, transactionInResponse.document_id, billId));
+                        resolvedVendorId != null &&
+                        vendorInResponse != null) {
+                        fetchActions.push(fetchDuplicateBill(vendorInResponse.vendor_name, resolvedVendorId, transactionInResponse.total_amount, transactionInResponse.recipient_total_amount, transactionInResponse.document_id, billId));
                     }
                     const billHasPaymentError = [
                         'failed',