@zeniai/client-epic-state 5.2.11-betaRD3 → 5.2.11-betaRD5

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -19,14 +19,25 @@ export interface JEScheduleAISummaryFieldPayload {
     cot?: string[];
     predicted_value?: number | string;
 }
+/** The whole-recommendation summary. Carries narrative only -- no predicted value, no confidence. */
+export interface JEScheduleSummaryPayload {
+    confidence?: number;
+    cot?: string[];
+    reasoning?: string;
+    reasoning_long?: string;
+}
 export interface JEScheduleAISummariesPayload {
     credit_account?: JEScheduleAISummaryFieldPayload;
     credit_accounting_class?: JEScheduleAISummaryFieldPayload;
     debit_account?: JEScheduleAISummaryFieldPayload;
     debit_accounting_class?: JEScheduleAISummaryFieldPayload;
+    end_date?: JEScheduleAISummaryFieldPayload;
     period?: JEScheduleAISummaryFieldPayload;
     posting_date?: JEScheduleAISummaryFieldPayload;
+    posting_start_date?: JEScheduleAISummaryFieldPayload;
+    schedule_summary?: JEScheduleSummaryPayload;
     schedule_type?: JEScheduleAISummaryFieldPayload;
+    starting_month?: JEScheduleAISummaryFieldPayload;
 }
 export interface JEScheduleRecommendationsPayload {
     credit_account_confidence?: number;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -215,6 +215,43 @@ function toJEScheduleAISummaries(payload) {
                 : undefined,
         };
     }
+    if (payload.starting_month != null) {
+        result.startingMonth = {
+            confidence: payload.starting_month.confidence,
+            reasoning: payload.starting_month.reasoning,
+            cot: Array.isArray(payload.starting_month.cot)
+                ? payload.starting_month.cot
+                : undefined,
+        };
+    }
+    if (payload.end_date != null) {
+        result.endDate = {
+            confidence: payload.end_date.confidence,
+            reasoning: payload.end_date.reasoning,
+            cot: Array.isArray(payload.end_date.cot)
+                ? payload.end_date.cot
+                : undefined,
+        };
+    }
+    if (payload.posting_start_date != null) {
+        result.postingStartDate = {
+            confidence: payload.posting_start_date.confidence,
+            reasoning: payload.posting_start_date.reasoning,
+            cot: Array.isArray(payload.posting_start_date.cot)
+                ? payload.posting_start_date.cot
+                : undefined,
+        };
+    }
+    if (payload.schedule_summary != null) {
+        result.scheduleSummary = {
+            confidence: payload.schedule_summary.confidence,
+            reasoning: payload.schedule_summary.reasoning,
+            reasoningLong: payload.schedule_summary.reasoning_long,
+            cot: Array.isArray(payload.schedule_summary.cot)
+                ? payload.schedule_summary.cot
+                : undefined,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
 function toJEScheduleRecommendations(payload) {

package/lib/entity/jeSchedules/jeSchedulesState.d.ts

@@ -19,14 +19,32 @@ export interface JEScheduleFieldRecommendation {
     reasoning: string;
     cot?: string[];
 }
+/**
+ * The agent's summary of the whole recommendation, as opposed to one field of it.
+ *
+ * `confidence` is mapped but not yet produced: the schedule's own `confidence_score` column arrives
+ * null on every agent-written schedule, and agent-je's ScheduleSummary currently carries narrative
+ * only. Whichever of the two the backend starts populating, the UI picks it up without a change
+ * here -- and until one of them does, the popover shows no confidence rather than a made-up one.
+ */
+export interface JEScheduleSummary {
+    confidence?: number;
+    cot?: string[];
+    reasoning?: string;
+    reasoningLong?: string;
+}
 export interface JEScheduleAISummaries {
     creditAccount?: JEScheduleFieldRecommendation;
     creditClass?: JEScheduleFieldRecommendation;
     debitAccount?: JEScheduleFieldRecommendation;
     debitClass?: JEScheduleFieldRecommendation;
+    endDate?: JEScheduleFieldRecommendation;
     period?: JEScheduleFieldRecommendation;
     postingDate?: JEScheduleFieldRecommendation;
+    postingStartDate?: JEScheduleFieldRecommendation;
+    scheduleSummary?: JEScheduleSummary;
     scheduleType?: JEScheduleFieldRecommendation;
+    startingMonth?: JEScheduleFieldRecommendation;
 }
 export interface JEScheduleRecommendations {
     creditAccountConfidence?: number;

package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js

@@ -204,6 +204,43 @@ function toJEScheduleAISummaries(payload) {
                 : undefined,
         };
     }
+    if (payload.starting_month != null) {
+        result.startingMonth = {
+            confidence: payload.starting_month.confidence,
+            reasoning: payload.starting_month.reasoning,
+            cot: Array.isArray(payload.starting_month.cot)
+                ? payload.starting_month.cot
+                : undefined,
+        };
+    }
+    if (payload.end_date != null) {
+        result.endDate = {
+            confidence: payload.end_date.confidence,
+            reasoning: payload.end_date.reasoning,
+            cot: Array.isArray(payload.end_date.cot)
+                ? payload.end_date.cot
+                : undefined,
+        };
+    }
+    if (payload.posting_start_date != null) {
+        result.postingStartDate = {
+            confidence: payload.posting_start_date.confidence,
+            reasoning: payload.posting_start_date.reasoning,
+            cot: Array.isArray(payload.posting_start_date.cot)
+                ? payload.posting_start_date.cot
+                : undefined,
+        };
+    }
+    if (payload.schedule_summary != null) {
+        result.scheduleSummary = {
+            confidence: payload.schedule_summary.confidence,
+            reasoning: payload.schedule_summary.reasoning,
+            reasoningLong: payload.schedule_summary.reasoning_long,
+            cot: Array.isArray(payload.schedule_summary.cot)
+                ? payload.schedule_summary.cot
+                : undefined,
+        };
+    }
     return Object.keys(result).length > 0 ? result : undefined;
 }
 function toJEScheduleRecommendations(payload) {

package/lib/index.d.ts

@@ -108,7 +108,7 @@ import { TrendChangeType } from './entity/insights/insightPayload';
 import { Insight } from './entity/insights/insightState';
 import { InsightSummary } from './entity/insights/insightSummary';
 import { JEAccruedSchedule, JEOneTimeAccrual, JEScheduledTransaction, ScheduledJournalEntry } from './entity/jeSchedules/jeSchedulesSelector';
-import { JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEScheduleAISummaries, JEScheduleFieldRecommendation } from './entity/jeSchedules/jeSchedulesState';
+import { JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEScheduleAISummaries, JEScheduleFieldRecommendation, JEScheduleSummary } from './entity/jeSchedules/jeSchedulesState';
 import { ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, JEOneTimeAccrualKey, JEScheduleIgnoreReasonType, JEScheduleKey, JEScheduleRevertReasonType, JEScheduleTransactionKey, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleJournalEntryStatusCodeType, ScheduleStatusCodeType, ScheduleTransactionID, ScheduleTypes, getJEScheduleTransactionKey, toScheduleTypesType, toScheduleTypesTypeStrict } from './entity/jeSchedules/jeSchedulesTypes';
 import { Merchant } from './entity/merchant/merchant';
 import { ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY, MonthCloseCheckMetrics, MonthCloseCheckProgressJson, MonthEndAuditSummary, MonthEndCloseCheck, MonthEndCloseCheckFrequency } from './entity/monthEndCloseChecks/monthEndCloseChecksState';
@@ -940,7 +940,7 @@ export { fetchApAgingDetail, AgingReportInvoice, ApAgingDetail, getApAgingDetail
 export { LinkBillExpenseKey };
 export { clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, clearJeSearchTransactionsForNewSchedule, fetchExpenseAutomationJESchedulesPage, ignoreExpenseAutomationJESchedule, initializeJeAccountSettingsView, initializeJeNewSchedule, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, resetJeNewScheduleLocalData, retryExpenseAutomationJESchedule, saveJeNewSchedule, saveJeNewScheduleFailure, saveJeNewScheduleSuccess, searchJeTransactionsForNewSchedule, searchJeTransactionsForNewScheduleFailure, searchJeTransactionsForNewScheduleSuccess, updateExpenseAutomationJESchedulesUIState, updateJeNewScheduleLocalData, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys, };
 export { createNewSchedulesAccrued, deleteScheduleAccruedDetail, cancelScheduleAccruedJournalEntry, fetchScheduleAccruedDetails, fetchScheduleAccruedDetailsPage, resetJEAccruedLinkInLocalData, saveScheduleAccruedDetails, updateAmountsInScheduleAccruedDetail, updatedJEAccruedLinkWithRecommendedLocalData, updatedJELinkInLocalDataAccruedExpenses, fetchRecommendedTransactionRowIndex, clearSelectedJELinkRowIndex, updateLinkBillExpenseLocalData, updateScheduleAccruedDetailsLocalData, updateSelectedJEAccruedScheduleKey, resetSelectedJEAccruedScheduleKey, resetAccruedDetailNewScheduleState, };
-export { JEScheduleKey, JEScheduleTransactionKey, ScheduleTransactionID, getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, JEScheduledTransaction, JEAccruedSchedule, JEOneTimeAccrual, JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEOneTimeAccrualKey, JEScheduleAISummaries, JEScheduleFieldRecommendation, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JEScheduleIgnoreReasonType, JEScheduleRevertReasonType, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
+export { JEScheduleKey, JEScheduleTransactionKey, ScheduleTransactionID, getJEScheduleTransactionKey, ALL_JE_SCHEDULE_IGNORE_REASONS, ALL_JE_SCHEDULE_REVERT_REASONS, ALL_ONE_TIME_ACCRUAL_IGNORE_REASONS, ALL_ONE_TIME_ACCRUAL_REVERT_REASONS, ALL_SCHEDULES_TYPES, JEScheduledTransaction, JEAccruedSchedule, JEOneTimeAccrual, JEOneTimeAccrualAiSuggestion, JEOneTimeAccrualBillingPattern, JEOneTimeAccrualMonthlyTotal, JEOneTimeAccrualProfileSnapshot, JEOneTimeAccrualKey, JEScheduleAISummaries, JEScheduleFieldRecommendation, JEScheduleSummary, ScheduleTypes, ScheduleJournalEntryStatusCodeType, ScheduleListReport, ScheduleAccruedListReport, getScheduleListReport, getAccruedScheduleListReport, ScheduleSubTabType, ScheduleListSortKey, fetchScheduleList, fetchAccruedScheduleList, fetchDownloadSchedules, fetchSchedulesAccount, updateScheduleListLocalData, getFetchStateForScheduleAccountList, toScheduleTypesType, toScheduleTypesTypeStrict, toScheduleListTabsFileTypeStrict, ScheduleListLocalData, ScheduleDetailsLocalDataFixedAssets, ScheduleDetailsLocalDataAccruedExpenses, ScheduleDetailsView, ScheduleAccruedDetailsView, LinkBillExpenseView, LinkBillExpenseLocalData, JEScheduleDetailsLocalData, ScheduleDetailsLocalData, toScheduleSubTabType, ScheduleStatusCodeType, JEScheduleIgnoreReasonType, JEScheduleRevertReasonType, JournalEntryErrorCodeType, OneTimeAccrualIgnoreReasonType, OneTimeAccrualRevertReasonType, ScheduleTransaction, updateScheduleListSubTab, updateScheduleListSearchText, updateScheduleListScrollState, updateScheduleListSortState, ScheduleDetailSortKey, ScheduledJournalEntry, updateSelectedJEScheduleKey, fetchScheduleDetails, getScheduleDetailsView, getAccruedScheduleDetailsView, fetchScheduleDetailsPage, saveScheduleDetails, deleteScheduleDetail, createNewSchedules, updateScheduleDetailsLocalData, JETransactionLink, updateScheduleListDownloadState, updateAccruedJEScheduleAccruedByListKey, DownloadJEScheduleTabOptions, updatedSelectedJELinkRowIndex, ScheduleListTabsFileType, getQBOUrlForLink, getThirdPartyIDFromQBOURL, updatedJELinkInLocalData, updateAmountsInScheduleDetail, ScheduleDetailUIState, resetJELinkInLocalData, JEScheduledTransactionWithBalance, JEScheduleWithBalance, JELinkType, updatedJELinkWithRecommendedLocalData, getFetchStateForScheduleListByType, getDefaultSelectedTimeframeForScheduleType, markAsCompleteScheduleDetail, resetMarkAsCompleteStatus, fetchVendorTabView, updateVendorTabViewTab, VendorTabViewTabType, getVendorTabView, VendorTabViewSelectorView, };
 export { GlobalMerchant, GlobalMerchantBase, TenantMerchant };
 export { ReviewStatus, VendorTransactionAttachment, VendorTransactionAttachmentPayload, VendorFirstReviewViewSelectorView, VendorFirstReviewViewLocalData, VendorFirstReviewSelectorView, VendorFirstReviewSelectorAttachmentView, VendorFirstReviewViewUIState, VendorFirstReviewViewColumnKey, GlobalMerchantAutoCompleteView, VendorReviewRowCurrentSelection, toVendorFirstReviewViewColumnKeyType, RecommendedNonExistingGlobalMerchant, getGlobalMerchantAutoCompleteResults, VendorReviewRecommendationViewState, GlobalMerchantType, getVendorFirstReviewView, getVendorFirstReviewAttachmentView, fetchVendorFirstReviewView, fetchVendorFirstReviewAttachments, updateVendorFirstReviewViewScrollYOffset, resetVendorFirstReviewLocalData, updateVendorFirstReviewViewPageToken, clearRecentlySavedErroredVendorData, saveVendorFirstReviewView, updateVendorFirstReviewViewLocalData, updateVendorFirstReviewSortUiState, fetchGlobalMerchantAutoCompleteView, clearGlobalMerchantAutoCompleteResults, GlobalVendorReviewRowCurrentSelection, FirstReviewPageCurrentSelectionByColumn, updateReviewVendorDetailLocalData, saveVendorDetailsView, getVendorDetailSelectorView, FirstReviewVendorDetailSelectorView, VendorViewLocalData, };
 export { fetchGlobalMerchantRecommendation, createGlobalMerchant, updateCreateGlobalMerchantLocalData, clearGlobalMerchantView, getGlobalMerchantView, GlobalMerchantViewSelectorView, GlobalMerchantViewState, NewGlobalMerchantData, NewGlobalMerchantCurrentSelection, };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.11-betaRD3",
+  "version": "5.2.11-betaRD5",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",