@zeniai/client-epic-state 5.2.10 → 5.2.11

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -95,7 +95,10 @@ const companyMonthEndReportView = createSlice({
             },
         },
         saveCompanyMonthEndReport: {
-            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, tenantId) {
+            // The trailing pair is an object, not two more positional optionals: both
+            // are optional and neither is a distinct type, so a swapped call would
+            // compile silently.
+            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, options) {
                 return {
                     payload: {
                         recipientEmailList,
@@ -104,7 +107,8 @@ const companyMonthEndReportView = createSlice({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
-                        tenantId,
+                        tenantId: options?.tenantId,
+                        agentInsightEdits: options?.agentInsightEdits,
                     },
                 };
             },

package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewState.js

@@ -18,6 +18,10 @@ export const toCompanyMonthEndReportData = (data) => {
             : undefined,
         draftUserId: data.draft_user_id,
         zeniRequestsData: data.zeni_requests_data ?? [],
+        agentInsightsEditedBy: data.agent_insights_edited_by ?? undefined,
+        agentInsightsEditedAt: data.agent_insights_edited_at != null
+            ? date(data.agent_insights_edited_at)
+            : undefined,
     };
 };
 export function toMonthEndHistoricData(data) {

package/lib/esm/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js

@@ -6,9 +6,10 @@ import { getAttachmentFileByFileId } from '../../../entity/file/fileSelector';
 import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { saveCompanyMonthEndReport, updateCompanyMonthEndReportDataOnSaveSuccess, updateStatusForCompanyMonthEndReportOnSaveFailure, } from '../companyMonthEndReportViewReducer';
 export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveCompanyMonthEndReport.match), mergeMap((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
+    const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
@@ -27,15 +28,18 @@ export const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject, agentInsightEdits),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     const query = { is_preview: isPreview };

package/lib/esm/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -7,6 +7,7 @@ import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessStatus } from '../../../responsePayload';
 import { dateNow, getBusinessDayOfDate } from '../../../zeniDayJS';
 import { updateMetaDataOnSendMonthEndReport } from '../../companyView/companyViewReducer';
+import { buildMonthEndTemplateData } from '../monthEndTemplateData';
 import { sendCompanyMonthEndReport, updateStatusForSendCompanyMonthEndReport, } from '../companyMonthEndReportViewReducer';
 export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(sendCompanyMonthEndReport.match), mergeMap((action) => {
     const { companyId, fileId, tenantId } = action.payload;
@@ -31,15 +32,18 @@ export const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => acti
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: buildMonthEndTemplateData(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     return zeniAPI

package/lib/esm/view/companyMonthEndReportView/monthEndTemplateData.js

@@ -0,0 +1,32 @@
+/**
+ * The AI CFO (V2) month-end email renders its subject line from this merge var
+ * rather than from the generic `subject` key, so a subject typed in the cockpit
+ * has to be written here too or the sent email keeps the AI's original subject.
+ */
+export const AGENT_INSIGHTS_SUBJECT_KEY = 'agent_insights_subject';
+/**
+ * Build the `template_data` sent to the month-end email endpoint.
+ *
+ * Controller edits to the AI-generated insight fields are merged over the
+ * template data held in the store. The server sanitizes and persists whichever
+ * `agent_insights_*` keys are present, and the send path renders from the
+ * persisted draft — so only a save (`is_preview: false`) makes an edit stick.
+ */
+export const buildMonthEndTemplateData = (templateData, subject, agentInsightEdits) => {
+    const merged = {
+        ...templateData,
+        ...agentInsightEdits,
+        subject,
+    };
+    // Only for AI CFO drafts (the key is absent on legacy ones), never over an
+    // explicit edit to the field itself, and never with an empty value — on send
+    // the subject comes from store state and can be absent, which must not blank
+    // the AI's subject line.
+    if (AGENT_INSIGHTS_SUBJECT_KEY in merged &&
+        agentInsightEdits?.[AGENT_INSIGHTS_SUBJECT_KEY] == null &&
+        subject != null &&
+        subject !== '') {
+        merged[AGENT_INSIGHTS_SUBJECT_KEY] = subject;
+    }
+    return merged;
+};

package/lib/index.d.ts

@@ -267,6 +267,7 @@ import { CompanyHealthMetricsLocalData, CompanyHealthViewUIState } from './view/
 import { fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateLocalStore as updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState } from './view/companyHealthMetricView/companyHealthMetricViewReducer';
 import { CompanyDetailWithHealthMetric, CompanyHealthMetricDropDownOption, CompanyHealthMetricViewSelector, ProductServiceKey, ProductServices, companyHealthMetricDropDownOptions, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, isCompanyRunwayInfinite } from './view/companyHealthMetricView/companyHealthMetricViewSelector';
 import { fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportHistoricDates, fetchCompanyMonthEndReportTemplates, fetchCompanyMonthEndReportView, fetchImproveUsingZeniGPT, resetCompanyMonthEndReportFetchStatus, resetSendCompanyMonthEndReportFetchStatus, saveCompanyMonthEndReport, sendCompanyMonthEndReport } from './view/companyMonthEndReportView/companyMonthEndReportViewReducer';
+import { AgentInsightEdits, MonthEndTemplateData } from './view/companyMonthEndReportView/companyMonthEndReportViewPayload';
 import { CompanyMonthEndReportHistoricDataSelectorView, CompanyMonthEndReportSelectorView, getCompanyMonthEndReportHistoricData, getCompanyMonthEndReportSelectorView } from './view/companyMonthEndReportView/companyMonthEndReportViewSelector';
 import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthReportTemplates, TemplatesList } from './view/companyMonthEndReportView/companyMonthEndReportViewState';
 import { fetchCockpitContext, fetchCompanyTaskManagerView, fetchTaskManagerMetrics, updateCompanyTaskManagerViewFilters } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
@@ -830,7 +831,7 @@ export { companyManagementSaveUpdates, fetchAllCockpitViews, fetchCompanyManagem
 export { fetchReviewCompanyView, updateReviewCompanyListUIState, ReviewCompanyListUIState, ReviewCompanyView, ReviewCompanyColumnKey, ReviewTransactionsType, ReviewCompanySelectorView, getReviewCompanySelectorView, getReviewCompanyListCount, toReviewColumnKeyType, retryBankAccountConnection, AuditSummary, getAuditWarningsCount, };
 export { CompanyPortfolioView, getCompanyPortfolioView, isInfiniteRunway };
 export { AllCockpitTabsView, getAllCockpitTabsFilterView };
-export { AuditSummaryData, fetchImproveUsingZeniGPT, fetchCompanyMonthEndReportView, sendCompanyMonthEndReport, saveCompanyMonthEndReport, resetCompanyMonthEndReportFetchStatus, resetSendCompanyMonthEndReportFetchStatus, getCompanyMonthEndReportSelectorView, CompanyMonthEndReportSelectorView, fetchCompanyMonthEndReportHistoricDates, fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportTemplates, getCompanyMonthEndReportHistoricData, CompanyMonthEndReportHistoricDataSelectorView, CompanyMonthEndReportData, TemplatesList, CompanyMonthReportTemplates, };
+export { AuditSummaryData, fetchImproveUsingZeniGPT, fetchCompanyMonthEndReportView, sendCompanyMonthEndReport, saveCompanyMonthEndReport, resetCompanyMonthEndReportFetchStatus, resetSendCompanyMonthEndReportFetchStatus, getCompanyMonthEndReportSelectorView, CompanyMonthEndReportSelectorView, AgentInsightEdits, MonthEndTemplateData, fetchCompanyMonthEndReportHistoricDates, fetchCompanyMonthEndReportHistoricData, fetchCompanyMonthEndReportTemplates, getCompanyMonthEndReportHistoricData, CompanyMonthEndReportHistoricDataSelectorView, CompanyMonthEndReportData, TemplatesList, CompanyMonthReportTemplates, };
 export { Runway, AccountingSummary };
 export { newAddressInLocalStore, getAddress, getNewAddress, getAllNewAddresses, getFormattedAddress, fetchAddress, AddressType, NewAddressData, AddressUpdatableInfo, createAddress, removeNewAddressDataInLocalStore, };
 export { CockpitFilterCategory, CockpitFilters, DownloadCockpitTabOptions, FilterCombinationsByTabs, HealthViewSortKey, ManagementViewFilterCategoryField, ManagementViewSortKey, OnboardingViewSortKey, PortfolioViewFilterCategoryField, HealthMonitorViewFilterCategoryField, TaskManagerViewFilterCategoryField, PortfolioViewSortKey, SubscriptionViewFilterCategoryField, toManagementSortKeyType, toOnboardingSortKeyType, toPortfolioSortKeyType, toHealthSortKeyType, TaskGroupScope, TaskManagerViewSortKey, toTaskManagerSortKeyType, updateCompanyTaskManagerViewFilters, };

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewPayload.d.ts

@@ -1,6 +1,12 @@
 import { AttachmentFilePayload } from '../../entity/file/filePayload';
 import { ZeniAPIResponse } from '../../responsePayload';
 export type MonthEndTemplateData = Record<string, unknown>;
+/**
+ * The AI CFO insight fields a controller can edit before the month-end email
+ * is sent. Keys are the `agent_insights_*` merge vars the email template
+ * renders from, so this object is merged straight into `template_data`.
+ */
+export type AgentInsightEdits = Record<`agent_insights_${string}`, string>;
 export interface CompanyMonthEndReportViewPayload {
     files: AttachmentFilePayload[];
     html: string | null;
@@ -9,6 +15,8 @@ export interface CompanyMonthEndReportViewPayload {
     template_data: MonthEndTemplateData;
     tenant_receiver_email_list: string[];
     zeni_requests_data: string[];
+    agent_insights_edited_at?: string | null;
+    agent_insights_edited_by?: string | null;
     draft_user_id?: string;
     last_month_end_email_draft_saved_at?: string;
     zeni_requests_html?: string;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts

@@ -1,7 +1,7 @@
 import { FetchState, FetchStateAndError, ID } from '../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../responsePayload';
 import { ZeniDate } from '../../zeniDayJS';
-import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
+import { AgentInsightEdits, CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
 import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthEndReportViewState, CompanyMonthReportTemplates } from './companyMonthEndReportViewState';
 export declare const initialState: CompanyMonthEndReportViewState;
 export declare const initialCompanyMonthEndReportData: CompanyMonthEndReportData;
@@ -35,7 +35,10 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
     companyId: string;
     fileId: string | undefined;
     tenantId: string | undefined;
-}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, tenantId?: string | undefined], {
+}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, options?: {
+    agentInsightEdits?: AgentInsightEdits;
+    tenantId?: ID;
+} | undefined], {
     recipientEmailList: any;
     companyId: string;
     subject: string;
@@ -43,6 +46,7 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
     fileId: string | undefined;
     zeniRequestsHtml: string | undefined;
     tenantId: string | undefined;
+    agentInsightEdits: AgentInsightEdits | undefined;
 }, "reviewCompanyView/saveCompanyMonthEndReport", never, never>, updateStatusForSendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
     companyId: string;
     status: FetchState;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js

@@ -99,7 +99,10 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
             },
         },
         saveCompanyMonthEndReport: {
-            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, tenantId) {
+            // The trailing pair is an object, not two more positional optionals: both
+            // are optional and neither is a distinct type, so a swapped call would
+            // compile silently.
+            prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, options) {
                 return {
                     payload: {
                         recipientEmailList,
@@ -108,7 +111,8 @@ const companyMonthEndReportView = (0, toolkit_1.createSlice)({
                         isPreview,
                         fileId,
                         zeniRequestsHtml,
-                        tenantId,
+                        tenantId: options?.tenantId,
+                        agentInsightEdits: options?.agentInsightEdits,
                     },
                 };
             },

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.d.ts

@@ -5,6 +5,8 @@ import { AuditSummary } from '../reviewCompanyView/reviewCompanyViewState';
 import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportViewPayload, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
 export interface CompanyMonthEndReportData {
     recipientEmailList: string[];
+    agentInsightsEditedAt?: ZeniDate;
+    agentInsightsEditedBy?: string;
     attachmentFile?: AttachmentFile;
     concatenatedHtml?: string;
     draftUserId?: string;

package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.js

@@ -23,6 +23,10 @@ const toCompanyMonthEndReportData = (data) => {
             : undefined,
         draftUserId: data.draft_user_id,
         zeniRequestsData: data.zeni_requests_data ?? [],
+        agentInsightsEditedBy: data.agent_insights_edited_by ?? undefined,
+        agentInsightsEditedAt: data.agent_insights_edited_at != null
+            ? (0, zeniDayJS_1.date)(data.agent_insights_edited_at)
+            : undefined,
     };
 };
 exports.toCompanyMonthEndReportData = toCompanyMonthEndReportData;

package/lib/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js

@@ -9,9 +9,10 @@ const fileSelector_1 = require("../../../entity/file/fileSelector");
 const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const monthEndTemplateData_1 = require("../monthEndTemplateData");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.saveCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
-    const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
+    const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
     const state = state$.value;
     const company = state.companyState.companiesById[companyId];
     const companyName = state.companyState.companiesById[companyId].companyInfo.name;
@@ -30,15 +31,18 @@ const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: (0, monthEndTemplateData_1.buildMonthEndTemplateData)(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject, agentInsightEdits),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     const query = { is_preview: isPreview };

package/lib/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js

@@ -10,6 +10,7 @@ const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const companyViewReducer_1 = require("../../companyView/companyViewReducer");
+const monthEndTemplateData_1 = require("../monthEndTemplateData");
 const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
 const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.sendCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, fileId, tenantId } = action.payload;
@@ -34,15 +35,18 @@ const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
         }
     }
     const payload = {
-        template_data: {
-            ...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
-            subject,
-        },
+        template_data: (0, monthEndTemplateData_1.buildMonthEndTemplateData)(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject),
         recipient_email_list: recipientEmailList,
         tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
         last_report_sent_business_day: lastReportSentBusinessDay,
         last_report_sent_date: lastReportSentDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
-        zeni_requests_html: zeniRequestsHtml,
+        // Three-way, because the server distinguishes all three: an empty string means the user
+        // cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
+        // means this save was not about Zeni Requests at all — the key is omitted so the draft's
+        // existing text is left alone.
+        ...(zeniRequestsHtml !== undefined && {
+            zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
+        }),
         files: filePayload,
     };
     return zeniAPI

package/lib/view/companyMonthEndReportView/monthEndTemplateData.d.ts

@@ -0,0 +1,16 @@
+import { AgentInsightEdits, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
+/**
+ * The AI CFO (V2) month-end email renders its subject line from this merge var
+ * rather than from the generic `subject` key, so a subject typed in the cockpit
+ * has to be written here too or the sent email keeps the AI's original subject.
+ */
+export declare const AGENT_INSIGHTS_SUBJECT_KEY = "agent_insights_subject";
+/**
+ * Build the `template_data` sent to the month-end email endpoint.
+ *
+ * Controller edits to the AI-generated insight fields are merged over the
+ * template data held in the store. The server sanitizes and persists whichever
+ * `agent_insights_*` keys are present, and the send path renders from the
+ * persisted draft — so only a save (`is_preview: false`) makes an edit stick.
+ */
+export declare const buildMonthEndTemplateData: (templateData: MonthEndTemplateData | undefined, subject: string | undefined, agentInsightEdits?: AgentInsightEdits) => MonthEndTemplateData;

package/lib/view/companyMonthEndReportView/monthEndTemplateData.js

@@ -0,0 +1,36 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.buildMonthEndTemplateData = exports.AGENT_INSIGHTS_SUBJECT_KEY = void 0;
+/**
+ * The AI CFO (V2) month-end email renders its subject line from this merge var
+ * rather than from the generic `subject` key, so a subject typed in the cockpit
+ * has to be written here too or the sent email keeps the AI's original subject.
+ */
+exports.AGENT_INSIGHTS_SUBJECT_KEY = 'agent_insights_subject';
+/**
+ * Build the `template_data` sent to the month-end email endpoint.
+ *
+ * Controller edits to the AI-generated insight fields are merged over the
+ * template data held in the store. The server sanitizes and persists whichever
+ * `agent_insights_*` keys are present, and the send path renders from the
+ * persisted draft — so only a save (`is_preview: false`) makes an edit stick.
+ */
+const buildMonthEndTemplateData = (templateData, subject, agentInsightEdits) => {
+    const merged = {
+        ...templateData,
+        ...agentInsightEdits,
+        subject,
+    };
+    // Only for AI CFO drafts (the key is absent on legacy ones), never over an
+    // explicit edit to the field itself, and never with an empty value — on send
+    // the subject comes from store state and can be absent, which must not blank
+    // the AI's subject line.
+    if (exports.AGENT_INSIGHTS_SUBJECT_KEY in merged &&
+        agentInsightEdits?.[exports.AGENT_INSIGHTS_SUBJECT_KEY] == null &&
+        subject != null &&
+        subject !== '') {
+        merged[exports.AGENT_INSIGHTS_SUBJECT_KEY] = subject;
+    }
+    return merged;
+};
+exports.buildMonthEndTemplateData = buildMonthEndTemplateData;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.10",
+  "version": "5.2.11",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",