@zeniai/client-epic-state 5.1.86 → 5.1.87

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

@@ -1,3 +1,4 @@
+import { ID } from '../../commonStateTypes/common';
 import { ZeniAPIResponse } from '../../responsePayload';
 export interface TableVisualizationPayload {
     columns: string[];
@@ -101,10 +102,16 @@ export interface AiCfoAnswerPayload {
     artifact?: string | null;
     artifact_host_url?: string | null;
     artifact_title?: string | null;
+    exports?: AiCfoExportPayload[] | null;
     follow_up_questions?: string[];
     suggested_reply?: string | null;
     table?: AiCfoVisualizationPayload | null;
 }
+export interface AiCfoExportPayload {
+    export_id: ID;
+    name: string;
+    size_bytes: number | null;
+}
 export interface ChatSessionPayload {
     chat_session_id: string;
     chat_session_summary: string | null;

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

@@ -1,10 +1,11 @@
 import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
-import { AiCfoAnswerPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
-import { AiCfoState, AiCfoVisualization, FileAttachmentMetadata, SyntheticAiCfoAnswerKind } from './aiCfoState';
+import { AiCfoAnswerPayload, AiCfoExportPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
+import { AiCfoExport, AiCfoState, AiCfoVisualization, FileAttachmentMetadata, SyntheticAiCfoAnswerKind } from './aiCfoState';
 import type { CardPolicyUploadSource, CardPolicyWizardPlan } from './aiCfoState';
 export declare const initialAiCfoState: AiCfoState;
 export declare const toAiCfoVisualization: (visualization: AiCfoVisualizationPayload) => AiCfoVisualization | undefined;
+export declare const toAiCfoExports: (payload: AiCfoExportPayload[] | null | undefined) => AiCfoExport[] | undefined;
 export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     chatSessionId: ID;
     createdAt: ZeniDate;

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
+exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoExports = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const zeniDayJS_1 = require("../../zeniDayJS");
@@ -121,6 +121,7 @@ function chatHistoryToQA(history) {
                             artifact: parsedAgentMessage.artifact ?? undefined,
                             artifactTitle: parsedAgentMessage.artifact_title ?? undefined,
                             artifactHostUrl: parsedAgentMessage.artifact_host_url ?? undefined,
+                            exports: (0, exports.toAiCfoExports)(parsedAgentMessage.exports),
                         },
                         createdAt: (0, zeniDayJS_1.date)(agentMessage.created_at),
                     };
@@ -311,6 +312,27 @@ const toCardPolicyInitialData = (payload) => {
         wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
     };
 };
+// Drops entries missing id or name (broken download path); returns undefined, not [], so the field stays absent.
+const toAiCfoExports = (payload) => {
+    if (!Array.isArray(payload)) {
+        return undefined;
+    }
+    const mapped = payload.flatMap((entry) => {
+        // Falsy, not `== null`: an empty string would reach the UI as a blank, failing button.
+        if (!entry?.export_id || !entry?.name) {
+            return [];
+        }
+        return [
+            {
+                exportId: entry.export_id,
+                name: entry.name,
+                sizeBytes: entry.size_bytes ?? undefined,
+            },
+        ];
+    });
+    return mapped.length > 0 ? mapped : undefined;
+};
+exports.toAiCfoExports = toAiCfoExports;
 const toAiCfoVisualizationData = (data) => {
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
@@ -353,7 +375,7 @@ const toAiCfoVisualizationData = (data) => {
     };
 };
 const toResponseBlockType = (answer, userId) => {
-    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, } = answer;
+    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, exports, } = answer;
     const { chat_session_id, message_id, timestamp, chain_of_thought_action_steps: chainOfThoughtActionSteps = [], } = metadata;
     return {
         messageId: message_id,
@@ -375,6 +397,7 @@ const toResponseBlockType = (answer, userId) => {
             artifact: artifact ?? undefined,
             artifactTitle: artifact_title ?? undefined,
             artifactHostUrl: artifact_host_url ?? undefined,
+            exports: (0, exports.toAiCfoExports)(exports),
         },
         createdAt: (0, zeniDayJS_1.date)(timestamp),
     };

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

@@ -154,6 +154,12 @@ export interface ResponseBlockBase {
     state: AiCfoAnswerStateType;
     userId: ID;
 }
+/** A downloadable spreadsheet attached to one answer. See AiCfoExportPayload. */
+export interface AiCfoExport {
+    exportId: ID;
+    name: string;
+    sizeBytes?: number;
+}
 export interface AnswerContentBlockBase {
     assumptions: string;
     chainOfThoughtActionSteps: string[];
@@ -163,6 +169,7 @@ export interface AnswerContentBlockBase {
     artifact?: string;
     artifactHostUrl?: string;
     artifactTitle?: string;
+    exports?: AiCfoExport[];
     suggestedReply?: string;
     summarizedTitle?: string;
     table?: AiCfoVisualization;

package/lib/entity/customerSatisfaction/customerSatisfactionReducer.d.ts

@@ -1,7 +1,7 @@
 import { CustomerSatisfactionPayload } from './customerSatisfactionPayload';
 import { CustomerSatisfactionState } from './customerSatisfactionState';
 export declare const initialState: CustomerSatisfactionState;
-export declare const updateCustomerSatisfaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+export declare const clearAllCustomerSatisfaction: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"customerSatisfaction/clearAllCustomerSatisfaction">, updateCustomerSatisfaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     payload: CustomerSatisfactionPayload[];
 }, "customerSatisfaction/updateCustomerSatisfaction">;
 declare const _default: import("redux").Reducer<CustomerSatisfactionState>;

package/lib/entity/customerSatisfaction/customerSatisfactionReducer.js

@@ -1,6 +1,7 @@
 "use strict";
+var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateCustomerSatisfaction = exports.initialState = void 0;
+exports.updateCustomerSatisfaction = exports.clearAllCustomerSatisfaction = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const rootActions_1 = require("../../rootActions");
 const customerSatisfactionReducerHelpers_1 = require("./customerSatisfactionReducerHelpers");
@@ -18,10 +19,13 @@ const customerSatisfaction = (0, toolkit_1.createSlice)({
                 draft.customerSatisfactionByCompanyId[newRecord.companyId] = newRecord;
             });
         },
+        clearAllCustomerSatisfaction() {
+            return exports.initialState;
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(rootActions_1.clearAll, () => exports.initialState);
     },
 });
-exports.updateCustomerSatisfaction = customerSatisfaction.actions.updateCustomerSatisfaction;
+_a = customerSatisfaction.actions, exports.clearAllCustomerSatisfaction = _a.clearAllCustomerSatisfaction, exports.updateCustomerSatisfaction = _a.updateCustomerSatisfaction;
 exports.default = customerSatisfaction.reducer;

package/lib/entity/snackbar/snackbarTypes.d.ts

@@ -1,4 +1,4 @@
-export declare const toSnackbarMessageSection: (v: string) => "reconcile" | "save_reconcile_for_later" | "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed";
+export declare const toSnackbarMessageSection: (v: string) => "reconcile" | "save_reconcile_for_later" | "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
 export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
 export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
 export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;

package/lib/entity/snackbar/snackbarTypes.js

@@ -230,6 +230,35 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'qbo_connection_already_linked',
     'qbo_connection_failed',
     'accounting_projects_qbo_reconnect_failed',
+    'invoicing_dunning_case_resolved',
+    'invoicing_dunning_retry',
+    'invoicing_dunning_cancel',
+    'invoicing_dunning_settings_save',
+    'invoicing_qbo_backfill',
+    'invoicing_qbo_sync_health_retry',
+    'invoicing_qbo_settings_save',
+    'invoicing_branding_save',
+    'invoicing_discount_archive',
+    'invoicing_discount_unarchive',
+    'invoicing_discount_delete',
+    'invoicing_invoice_reminder_sent',
+    'invoicing_invoice_regenerated',
+    'invoicing_invoice_voided',
+    'invoicing_catalog_item_saved',
+    'invoicing_customer_saved',
+    'invoicing_subscription_saved',
+    'invoicing_coupon_saved',
+    'invoicing_invoice_saved',
+    'invoicing_credit_note_saved',
+    'invoicing_payment_recorded',
+    'invoicing_subscription_activated',
+    'invoicing_subscription_cancellation_removed',
+    'invoicing_subscription_cancelled',
+    'invoicing_subscription_non_renewing',
+    'invoicing_subscription_paused',
+    'invoicing_subscription_reactivated',
+    'invoicing_subscription_resumed',
+    'invoicing_subscription_term_end_changed',
 ];
 const toSnackbarMessageSection = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 exports.toSnackbarMessageSection = toSnackbarMessageSection;

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

@@ -117,6 +117,7 @@ function chatHistoryToQA(history) {
                             artifact: parsedAgentMessage.artifact ?? undefined,
                             artifactTitle: parsedAgentMessage.artifact_title ?? undefined,
                             artifactHostUrl: parsedAgentMessage.artifact_host_url ?? undefined,
+                            exports: toAiCfoExports(parsedAgentMessage.exports),
                         },
                         createdAt: zeniDate(agentMessage.created_at),
                     };
@@ -306,6 +307,26 @@ const toCardPolicyInitialData = (payload) => {
         wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
     };
 };
+// Drops entries missing id or name (broken download path); returns undefined, not [], so the field stays absent.
+export const toAiCfoExports = (payload) => {
+    if (!Array.isArray(payload)) {
+        return undefined;
+    }
+    const mapped = payload.flatMap((entry) => {
+        // Falsy, not `== null`: an empty string would reach the UI as a blank, failing button.
+        if (!entry?.export_id || !entry?.name) {
+            return [];
+        }
+        return [
+            {
+                exportId: entry.export_id,
+                name: entry.name,
+                sizeBytes: entry.size_bytes ?? undefined,
+            },
+        ];
+    });
+    return mapped.length > 0 ? mapped : undefined;
+};
 const toAiCfoVisualizationData = (data) => {
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
@@ -348,7 +369,7 @@ const toAiCfoVisualizationData = (data) => {
     };
 };
 const toResponseBlockType = (answer, userId) => {
-    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, } = answer;
+    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, exports, } = answer;
     const { chat_session_id, message_id, timestamp, chain_of_thought_action_steps: chainOfThoughtActionSteps = [], } = metadata;
     return {
         messageId: message_id,
@@ -370,6 +391,7 @@ const toResponseBlockType = (answer, userId) => {
             artifact: artifact ?? undefined,
             artifactTitle: artifact_title ?? undefined,
             artifactHostUrl: artifact_host_url ?? undefined,
+            exports: toAiCfoExports(exports),
         },
         createdAt: zeniDate(timestamp),
     };

package/lib/esm/entity/customerSatisfaction/customerSatisfactionReducer.js

@@ -15,10 +15,13 @@ const customerSatisfaction = createSlice({
                 draft.customerSatisfactionByCompanyId[newRecord.companyId] = newRecord;
             });
         },
+        clearAllCustomerSatisfaction() {
+            return initialState;
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, () => initialState);
     },
 });
-export const { updateCustomerSatisfaction } = customerSatisfaction.actions;
+export const { clearAllCustomerSatisfaction, updateCustomerSatisfaction } = customerSatisfaction.actions;
 export default customerSatisfaction.reducer;

package/lib/esm/entity/snackbar/snackbarTypes.js

@@ -227,6 +227,35 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
     'qbo_connection_already_linked',
     'qbo_connection_failed',
     'accounting_projects_qbo_reconnect_failed',
+    'invoicing_dunning_case_resolved',
+    'invoicing_dunning_retry',
+    'invoicing_dunning_cancel',
+    'invoicing_dunning_settings_save',
+    'invoicing_qbo_backfill',
+    'invoicing_qbo_sync_health_retry',
+    'invoicing_qbo_settings_save',
+    'invoicing_branding_save',
+    'invoicing_discount_archive',
+    'invoicing_discount_unarchive',
+    'invoicing_discount_delete',
+    'invoicing_invoice_reminder_sent',
+    'invoicing_invoice_regenerated',
+    'invoicing_invoice_voided',
+    'invoicing_catalog_item_saved',
+    'invoicing_customer_saved',
+    'invoicing_subscription_saved',
+    'invoicing_coupon_saved',
+    'invoicing_invoice_saved',
+    'invoicing_credit_note_saved',
+    'invoicing_payment_recorded',
+    'invoicing_subscription_activated',
+    'invoicing_subscription_cancellation_removed',
+    'invoicing_subscription_cancelled',
+    'invoicing_subscription_non_renewing',
+    'invoicing_subscription_paused',
+    'invoicing_subscription_reactivated',
+    'invoicing_subscription_resumed',
+    'invoicing_subscription_term_end_changed',
 ];
 export const toSnackbarMessageSection = (v) => stringToUnion(v, ALL_SNACKBAR_MESSAGE_SECTIONS);
 // Keeping this different from the message type, since we may not have messages in all instances

package/lib/esm/index.js

@@ -674,7 +674,7 @@ export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantC
 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, submitFeedback, 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 { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoExports, 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';
 // ── Card Policy (shared between manual + AI-driven flows) ────────────
@@ -735,7 +735,7 @@ export { resetRecordPayment, initializeRecordPaymentDraft, submitRecordPayment,
 export { initializeIssueCreditNoteDraft, issueCreditNoteFailure, issueCreditNoteSuccess, resetIssueCreditNote, submitIssueCreditNote, updateIssueCreditNoteFormDraft, } from './view/invoicing/issueCreditNote/issueCreditNoteReducer';
 export { computeIssueCreditNoteTotal, initializeIssueCreditNoteDraftFromInvoice, localDataToIssueCreditNotePayload, } from './view/invoicing/issueCreditNote/issueCreditNotePayload';
 export { INVOICING_CREDIT_NOTE_REASON_CODES, initialIssueCreditNoteFormLocalData, } from './view/invoicing/issueCreditNote/issueCreditNoteFormConfig';
-export { getIssueCreditNoteFormView, getIssueCreditNoteView, } from './view/invoicing/issueCreditNote/issueCreditNoteSelector';
+export { getIssueCreditNoteView } from './view/invoicing/issueCreditNote/issueCreditNoteSelector';
 export { createCreditNoteFailure, createCreditNoteSuccess, resetCreateCreditNote, submitCreateCreditNote, updateCreateCreditNoteFormDraft, } from './view/invoicing/createCreditNote/createCreditNoteReducer';
 export { localDataToCreateCreditNotePayload } from './view/invoicing/createCreditNote/createCreditNotePayload';
 export { initialCreateCreditNoteFormLocalData } from './view/invoicing/createCreditNote/createCreditNoteFormConfig';

package/lib/esm/view/companyHealthMetricView/companyHealthMetricConfigReducer.js

@@ -31,10 +31,13 @@ const companyHealthMetricConfigView = createSlice({
             draft.fetchState = 'Error';
             draft.error = action.payload;
         },
+        clearCompanyHealthMetricConfigView() {
+            return initialState;
+        },
     },
     extraReducers: (builder) => {
         builder.addCase(clearAll, () => initialState);
     },
 });
-export const { fetchCompanyHealthMetricConfig, updateCompanyHealthMetricConfig, updateCompanyHealthMetricConfigFailure, } = companyHealthMetricConfigView.actions;
+export const { clearCompanyHealthMetricConfigView, fetchCompanyHealthMetricConfig, updateCompanyHealthMetricConfig, updateCompanyHealthMetricConfigFailure, } = companyHealthMetricConfigView.actions;
 export default companyHealthMetricConfigView.reducer;

package/lib/esm/view/invoicing/createCreditNote/createCreditNoteEpic.js

@@ -1,6 +1,7 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCreditNotes } from '../../../entity/invoicing/creditNote/creditNoteReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { localDataToCreateCreditNotePayload, } from './createCreditNotePayload';
 import { createCreditNoteFailure, createCreditNoteSuccess, submitCreateCreditNote, } from './createCreditNoteReducer';
@@ -15,9 +16,28 @@ export const createCreditNoteEpic = (actions$, state$, zeniAPI) => actions$.pipe
             return [
                 updateInvoicingCreditNotes([response.data], 'merge'),
                 createCreditNoteSuccess({ creditNoteId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_credit_note_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createCreditNoteFailure(response.status));
-    }), catchError((error) => of(createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createCreditNoteFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_credit_note_saved',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        createCreditNoteFailure(createZeniAPIStatus('Unexpected Error', 'Create credit note REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_credit_note_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

package/lib/esm/view/invoicing/createInvoice/createInvoiceEpic.js

@@ -1,8 +1,9 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateAddresses } from '../../../entity/address/addressReducer';
 import { extractInvoicingInvoiceAddresses } from '../../../entity/invoicing/invoice/invoicePayload';
 import { updateInvoices } from '../../../entity/invoicing/invoice/invoiceReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { addInvoiceToList } from '../invoiceList/invoiceListReducer';
 import { createInvoice, createInvoiceFailure, createInvoiceSuccess, } from './createInvoiceReducer';
@@ -22,9 +23,28 @@ export const createInvoiceEpic = (actions$, _state$, zeniAPI) => actions$.pipe(f
                     status: response.data.status,
                 }),
                 createInvoiceSuccess({ invoiceId: response.data.id }),
+                openSnackbar({
+                    messageSection: 'invoicing_invoice_saved',
+                    messageText: 'success',
+                    type: 'success',
+                }),
             ];
         }
-        return of(createInvoiceFailure(response.status));
-    }), catchError((error) => of(createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
-        JSON.stringify(error))))));
+        return from([
+            createInvoiceFailure(response.status),
+            openSnackbar({
+                messageSection: 'invoicing_invoice_saved',
+                messageText: 'failed',
+                type: 'error',
+            }),
+        ]);
+    }), catchError((error) => from([
+        createInvoiceFailure(createZeniAPIStatus('Unexpected Error', 'Create invoice REST API call errored out ' +
+            JSON.stringify(error))),
+        openSnackbar({
+            messageSection: 'invoicing_invoice_saved',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
 }));

package/lib/esm/view/invoicing/createInvoice/createInvoiceSelector.js

@@ -1,25 +1,52 @@
+import { getAddressByAddressId } from '../../../entity/address/addressSelector';
 import { getInvoicingCatalogListView, getInvoicingCatalogPrices, } from '../invoicingCatalogListView/invoicingCatalogListViewSelector';
 import { getInvoicingCustomerListView } from '../invoicingCustomerListView/invoicingCustomerListViewSelector';
 import { getInvoicingSettings } from '../settingsView/settingsViewSelector';
+/**
+ * Display name for a customer option: company, else the full name, else the
+ * email, else the raw id.
+ */
+const customerDisplayName = (customer) => {
+    const fullName = [customer.firstName, customer.lastName]
+        .filter((part) => part != null && part.trim() !== '')
+        .join(' ')
+        .trim();
+    const company = customer.company?.trim() ?? '';
+    const email = customer.email?.trim() ?? '';
+    return company !== ''
+        ? company
+        : fullName !== ''
+            ? fullName
+            : email !== ''
+                ? email
+                : customer.id;
+};
 /**
  * Single bundled view for the create-invoice screen — web-ui consumes only this.
  * Carries the form draft (`localData`), the option sources the form needs
- * (customers, catalog plans/products, settings), the create-invoice fetch
- * state/error, and the id of the invoice last created (`savedInvoiceId`, to
- * navigate on success). Returns raw entity lists; the screen maps them to its
- * option shapes.
+ * (customer picker rows, catalog plan names, products, settings), the
+ * create-invoice fetch state/error, and the id of the invoice last created
+ * (`savedInvoiceId`, to navigate on success).
  */
 export const getCreateInvoiceFormView = (state) => {
     const createInvoiceState = state.invoicingCreateInvoiceState;
     const catalogListView = getInvoicingCatalogListView(state);
-    const plans = getInvoicingCatalogPrices(catalogListView.plans);
     return {
-        customers: getInvoicingCustomerListView(state).customers,
+        customers: getInvoicingCustomerListView(state).customers.map((customer) => ({
+            billingAddress: customer.billingAddressId != null
+                ? getAddressByAddressId(state.addressState, customer.billingAddressId)
+                : undefined,
+            email: customer.email,
+            id: customer.id,
+            name: customerDisplayName(customer),
+        })),
         localData: createInvoiceState.formDraft,
-        planNames: plans
-            .map((plan) => plan.name ?? '')
-            .filter((name) => name !== ''),
-        plans,
+        planNames: catalogListView.plans.flatMap((plan) => (plan.subFamilies ?? [])
+            .filter((subFamily) => (subFamily.name ?? '') !== '')
+            .map((subFamily) => ({
+            planName: plan.name ?? '',
+            subFamilyName: subFamily.name ?? '',
+        }))),
         products: getInvoicingCatalogPrices(catalogListView.products),
         savedInvoiceId: createInvoiceState.createdInvoiceId,
         settings: getInvoicingSettings(state),

package/lib/esm/view/invoicing/discountAction/discountActionEpic.js

@@ -1,11 +1,28 @@
-import { of } from 'rxjs';
+import { from } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateInvoicingCoupons } from '../../../entity/invoicing/coupon/couponReducer';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { runInvoicingDiscountAction, runInvoicingDiscountActionFailure, runInvoicingDiscountActionSuccess, } from './discountActionReducer';
+/** Snackbar copy per action kind; unlisted kinds run without one. */
+const SNACKBAR_SECTION_BY_KIND = {
+    archive: 'invoicing_discount_archive',
+    delete: 'invoicing_discount_delete',
+    unarchive: 'invoicing_discount_unarchive',
+};
 export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(runInvoicingDiscountAction.match), mergeMap((action) => {
     const { action: kind, id } = action.payload;
     const requestBody = { action: kind };
+    const snackbarSection = SNACKBAR_SECTION_BY_KIND[kind];
+    const snackbar = (messageText) => snackbarSection == null
+        ? []
+        : [
+            openSnackbar({
+                messageSection: snackbarSection,
+                messageText,
+                type: messageText === 'success' ? 'success' : 'error',
+            }),
+        ];
     const apiUrl = `${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/discounts/${encodeURIComponent(id)}/actions`;
     return zeniAPI
         .postAndGetJSON(apiUrl, requestBody)
@@ -14,15 +31,22 @@ export const runInvoicingDiscountActionEpic = (actions$, _state$, zeniAPI) => ac
             return [
                 updateInvoicingCoupons([response.data], 'merge'),
                 runInvoicingDiscountActionSuccess({ id }),
+                ...snackbar('success'),
             ];
         }
-        return of(runInvoicingDiscountActionFailure({
-            error: response.status,
+        return from([
+            runInvoicingDiscountActionFailure({
+                error: response.status,
+                id,
+            }),
+            ...snackbar('failed'),
+        ]);
+    }), catchError((error) => from([
+        runInvoicingDiscountActionFailure({
+            error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
+                JSON.stringify(error)),
             id,
-        }));
-    }), catchError((error) => of(runInvoicingDiscountActionFailure({
-        error: createZeniAPIStatus('Unexpected Error', 'Discount action REST API call errored out ' +
-            JSON.stringify(error)),
-        id,
-    }))));
+        }),
+        ...snackbar('failed'),
+    ])));
 }));