@zeniai/client-epic-state 5.2.19 → 5.2.20

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

@@ -102,11 +102,22 @@ export interface AiCfoAnswerPayload {
     artifact?: string | null;
     artifact_host_url?: string | null;
     artifact_title?: string | null;
+    capability_promo?: AiCfoCapabilityPromoPayload | null;
     exports?: AiCfoExportPayload[] | null;
     follow_up_questions?: string[];
     suggested_reply?: string | null;
     table?: AiCfoVisualizationPayload | null;
 }
+export interface AiCfoCapabilityPromoPayload {
+    copy: string;
+    id: string;
+    surface: string;
+    cta?: AiCfoCapabilityPromoCtaPayload | null;
+}
+export interface AiCfoCapabilityPromoCtaPayload {
+    label: string;
+    prefill: string;
+}
 export interface AiCfoExportPayload {
     export_id: ID;
     name: string;

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -114,6 +114,7 @@ function chatHistoryToQA(history) {
                                 ? parsedAgentMessage.follow_up_questions
                                 : [],
                             suggestedReply: parsedAgentMessage.suggested_reply ?? undefined,
+                            capabilityPromo: toCapabilityPromo(parsedAgentMessage.capability_promo),
                             assumptions: parsedAgentMessage.assumptions ?? '',
                             insights: parsedAgentMessage.insights ?? '',
                             summarizedTitle: parsedAgentMessage.summarized_title ?? undefined,
@@ -374,8 +375,37 @@ const toAiCfoVisualizationData = (data) => {
         columns,
     };
 };
+const AI_CFO_CAPABILITY_PROMO_SURFACES = [
+    'banner',
+    'inline',
+];
+const toAiCfoCapabilityPromoSurface = (value) => AI_CFO_CAPABILITY_PROMO_SURFACES.find((surface) => surface === value);
+const toCapabilityPromo = (payload) => {
+    // Runtime payloads can miss fields regardless of the wire type — drop the
+    // promo on a missing/empty id or copy, and narrow surface to the union.
+    if (payload == null || !payload.id || !payload.copy) {
+        return undefined;
+    }
+    const surface = toAiCfoCapabilityPromoSurface(payload.surface);
+    if (surface == null) {
+        return undefined;
+    }
+    const cta = toCapabilityPromoCta(payload.cta);
+    return {
+        copy: payload.copy,
+        id: payload.id,
+        surface,
+        ...(cta != null && { cta }),
+    };
+};
+const toCapabilityPromoCta = (payload) => {
+    if (payload == null || !payload.label || !payload.prefill) {
+        return undefined;
+    }
+    return { label: payload.label, prefill: payload.prefill };
+};
 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, exports, } = answer;
+    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, capability_promo, exports, } = answer;
     const { chat_session_id, message_id, timestamp, chain_of_thought_action_steps: chainOfThoughtActionSteps = [], } = metadata;
     return {
         messageId: message_id,
@@ -390,6 +420,7 @@ const toResponseBlockType = (answer, userId) => {
             table: table != null ? (0, exports.toAiCfoVisualization)(table) : undefined,
             followUpQuestions: follow_up_questions ?? [],
             suggestedReply: suggested_reply ?? undefined,
+            capabilityPromo: toCapabilityPromo(capability_promo),
             assumptions: assumptions ?? '',
             insights: insights ?? '',
             summarizedTitle: summarized_title ?? undefined,

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

@@ -154,6 +154,18 @@ export interface ResponseBlockBase {
     state: AiCfoAnswerStateType;
     userId: ID;
 }
+/** Where a capability promo renders; 'banner' = dismissible hint bar above the composer. */
+export type AiCfoCapabilityPromoSurface = 'banner' | 'inline';
+export interface AiCfoCapabilityPromo {
+    copy: string;
+    id: string;
+    surface: AiCfoCapabilityPromoSurface;
+    cta?: AiCfoCapabilityPromoCta;
+}
+export interface AiCfoCapabilityPromoCta {
+    label: string;
+    prefill: string;
+}
 /** A downloadable spreadsheet attached to one answer. See AiCfoExportPayload. */
 export interface AiCfoExport {
     exportId: ID;
@@ -169,6 +181,8 @@ export interface AnswerContentBlockBase {
     artifact?: string;
     artifactHostUrl?: string;
     artifactTitle?: string;
+    /** Feature-discovery promo (banner surface): dismissible hint bar above the composer. */
+    capabilityPromo?: AiCfoCapabilityPromo;
     exports?: AiCfoExport[];
     suggestedReply?: string;
     summarizedTitle?: string;

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

@@ -110,6 +110,7 @@ function chatHistoryToQA(history) {
                                 ? parsedAgentMessage.follow_up_questions
                                 : [],
                             suggestedReply: parsedAgentMessage.suggested_reply ?? undefined,
+                            capabilityPromo: toCapabilityPromo(parsedAgentMessage.capability_promo),
                             assumptions: parsedAgentMessage.assumptions ?? '',
                             insights: parsedAgentMessage.insights ?? '',
                             summarizedTitle: parsedAgentMessage.summarized_title ?? undefined,
@@ -368,8 +369,37 @@ const toAiCfoVisualizationData = (data) => {
         columns,
     };
 };
+const AI_CFO_CAPABILITY_PROMO_SURFACES = [
+    'banner',
+    'inline',
+];
+const toAiCfoCapabilityPromoSurface = (value) => AI_CFO_CAPABILITY_PROMO_SURFACES.find((surface) => surface === value);
+const toCapabilityPromo = (payload) => {
+    // Runtime payloads can miss fields regardless of the wire type — drop the
+    // promo on a missing/empty id or copy, and narrow surface to the union.
+    if (payload == null || !payload.id || !payload.copy) {
+        return undefined;
+    }
+    const surface = toAiCfoCapabilityPromoSurface(payload.surface);
+    if (surface == null) {
+        return undefined;
+    }
+    const cta = toCapabilityPromoCta(payload.cta);
+    return {
+        copy: payload.copy,
+        id: payload.id,
+        surface,
+        ...(cta != null && { cta }),
+    };
+};
+const toCapabilityPromoCta = (payload) => {
+    if (payload == null || !payload.label || !payload.prefill) {
+        return undefined;
+    }
+    return { label: payload.label, prefill: payload.prefill };
+};
 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, exports, } = answer;
+    const { metadata, state, type, text, visualization, table, follow_up_questions, suggested_reply, assumptions, insights, summarized_title, artifact, artifact_title, artifact_host_url, capability_promo, exports, } = answer;
     const { chat_session_id, message_id, timestamp, chain_of_thought_action_steps: chainOfThoughtActionSteps = [], } = metadata;
     return {
         messageId: message_id,
@@ -384,6 +414,7 @@ const toResponseBlockType = (answer, userId) => {
             table: table != null ? toAiCfoVisualization(table) : undefined,
             followUpQuestions: follow_up_questions ?? [],
             suggestedReply: suggested_reply ?? undefined,
+            capabilityPromo: toCapabilityPromo(capability_promo),
             assumptions: assumptions ?? '',
             insights: insights ?? '',
             summarizedTitle: summarized_title ?? undefined,

package/lib/esm/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js

@@ -3,7 +3,7 @@ import { catchError, exhaustMap, filter, mergeMap } from 'rxjs/operators';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
 import { isConfirmStatementMappingConflictResponse, transformConfirmStatementMappingConflictToState, transformConfirmStatementMappingPayloadToState, } from '../../payload/reconciliationPayload';
-import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, fetchReconciliation, } from '../../reducers/reconciliationViewReducer';
+import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, } from '../../reducers/reconciliationViewReducer';
 function createConfirmStatementMappingErrorSnackbar(apiMessage) {
     const trimmedApiMessage = apiMessage?.trim();
     if (trimmedApiMessage != null && trimmedApiMessage !== '') {
@@ -39,7 +39,7 @@ export const confirmStatementMappingEpic = (actions$, _state$, zeniAPI) => actio
                 accountId,
                 selectedPeriod,
                 statementUploads: transformConfirmStatementMappingPayloadToState(response.data),
-            }), fetchReconciliation(selectedPeriod, undefined, true, true));
+            }));
         }
         const mappingConflict = isConfirmStatementMappingConflictResponse(response)
             ? transformConfirmStatementMappingConflictToState(response)

package/lib/esm/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js

@@ -5,7 +5,7 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
 import { mapCombinedStatementUpdateLocalDataToRequestBody } from '../../helpers/mapStatementUpdateLocalDataToRequestBody';
 import { resolveCombinedStatementGroupId } from '../../helpers/reconciliationHelpers';
 import { isStatementDateConflictResponse, transformStatementDateConflictToState, transformUpdateStatementInfoPayloadToState, } from '../../payload/reconciliationPayload';
-import { submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
+import { fetchReconciliation, submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData, } from '../../reducers/reconciliationViewReducer';
 import { getStatementUploadsFromParsedData } from '../../selectors/statementParseViewSelector';
 export const updateCombinedStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(submitCombinedStatementUpdate.match), switchMap((action) => {
     const { accountId, selectedPeriod } = action.payload;
@@ -45,7 +45,7 @@ export const updateCombinedStatementInfoEpic = (actions$, state$, zeniAPI) => ac
             }), submitStatementUpdateSuccess({
                 accountId,
                 selectedPeriod,
-            }));
+            }), fetchReconciliation(selectedPeriod, undefined, true, true));
         }
         const dateConflict = isStatementDateConflictResponse(response)
             ? transformStatementDateConflictToState(response)

package/lib/index.d.ts

@@ -984,7 +984,7 @@ export { AiCfoViewSelector, getAiCfoView, getSuggestedQuestionsForPageContext, g
 export { MessagePayload, ChatSessionPayload, AiCfoAnswerPayload, } from './entity/aiCfo/aiCfoPayload';
 export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, toAiCfoExports, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, } from './entity/aiCfo/aiCfoReducer';
 export { AiCfoSelectorView, getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, ChatSessionWithOrderedQuestionAnswers, } from './entity/aiCfo/aiCfoSelector';
-export { AiCfoQuestionWithAnswer, AiCfoAnswerParagraph, AiCfoAnswerStateType, AiCfoChartType, AiCfoAnswerResponseType, TableVisualization, ChartVisualization, CardNameOption, CardsCardKind, CardsCreationInitialData, CardPolicyDraftPolicy, CardPolicyDraftPolicyEntity, CardPolicyInitialData, CardPolicySpendLimits, CardPolicyStep5Review, CardPolicyUploadSource, CardPolicyWizardPlan, InteractiveFormType, InteractiveFormVisualization, AiCfoExport, AiCfoVisualization, AiCfoVisualizationType, AiCfoState, ChatSession, 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, ChatSessionWithMessages, ResponseBlockBase, AnswerContentBlockBase, FileAttachmentMetadata, QuestionContentBlockBase, ResponseBlockType, SyntheticAiCfoAnswer, SyntheticAiCfoAnswerKind, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, MessageSender, MessageType, } from './entity/aiCfo/aiCfoState';
+export { AiCfoQuestionWithAnswer, AiCfoAnswerParagraph, AiCfoAnswerStateType, AiCfoChartType, AiCfoAnswerResponseType, TableVisualization, ChartVisualization, CardNameOption, CardsCardKind, CardsCreationInitialData, CardPolicyDraftPolicy, CardPolicyDraftPolicyEntity, CardPolicyInitialData, CardPolicySpendLimits, CardPolicyStep5Review, CardPolicyUploadSource, CardPolicyWizardPlan, InteractiveFormType, InteractiveFormVisualization, AiCfoCapabilityPromo, AiCfoCapabilityPromoCta, AiCfoCapabilityPromoSurface, AiCfoExport, AiCfoVisualization, AiCfoVisualizationType, AiCfoState, ChatSession, 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, ChatSessionWithMessages, ResponseBlockBase, AnswerContentBlockBase, FileAttachmentMetadata, QuestionContentBlockBase, ResponseBlockType, SyntheticAiCfoAnswer, SyntheticAiCfoAnswerKind, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, MessageSender, MessageType, } from './entity/aiCfo/aiCfoState';
 export { clearPolicyDocumentExtraction, extractPolicyDocument, fetchCardPolicyMccCategories, fetchCardPolicyRecommendationFromUpload, fetchCardPolicyVendorOptions, removeCardPolicyTemplate, updateCardPolicyMccCategories, updateCardPolicyMccCategoriesFailure, updateCardPolicyStats, updateCardPolicyTemplates, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, updateCreatedCardPolicyTemplate, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess, updatePolicyRecommendationFromUploadFailure, updatePolicyRecommendationFromUploadSuccess, } from './entity/cardPolicy/cardPolicyReducer';
 export { getAllCardPolicyTemplates, getCardPolicyMccCategories, getCardPolicyMccCategoriesError, getCardPolicyMccCategoriesFetchState, getCardPolicyStats, getCardPolicySuggestedAllowCategories, getCardPolicySuggestedAllowMerchants, getCardPolicySuggestedBlockCategories, getCardPolicySuggestedBlockMerchants, getCardPolicyTemplateById, getCardPolicyTemplatesByIds, getCardPolicyVendorSearchFetchState, getCardPolicyVendorSearchOptions, getCardPolicyVendorSearchString, getExtractedCardPolicyRules, getPolicyDocumentExtractionError, getPolicyDocumentExtractionFetchState, getPolicyRecommendationFromUploadAnswerId, getPolicyRecommendationFromUploadChatSessionId, getPolicyRecommendationFromUploadError, getPolicyRecommendationFromUploadFetchState, getUploadedPolicyDocumentFileName, } from './entity/cardPolicy/cardPolicySelector';
 export { ALL_CARD_POLICY_TEMPLATE_MODES, ALL_CARD_POLICY_TEMPLATE_STATUSES, CardPolicyState, CardPolicyStats, CardPolicyTemplate, CardPolicyTemplateEntityList, CardPolicyTemplateMode, CardPolicyTemplateSpendLimits, CardPolicyTemplateStatus, CardPolicyVendorSearchEntry, CardPolicyVendorSearchState, ExtractedCardPolicyRules, MccCategory, PolicyDocumentExtractionState, PolicyRecommendationFromUploadState, toCardPolicyTemplateMode, toCardPolicyTemplateStatus, } from './entity/cardPolicy/cardPolicyState';

package/lib/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.d.ts

@@ -2,8 +2,8 @@ import { ActionsObservable, StateObservable } from 'redux-observable';
 import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
 import { RootState } from '../../../../rootStateTypes';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess, fetchReconciliation } from '../../reducers/reconciliationViewReducer';
-export type ActionType = ReturnType<typeof confirmStatementMapping> | ReturnType<typeof confirmStatementMappingSuccess> | ReturnType<typeof confirmStatementMappingFailure> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof openSnackbar>;
+import { confirmStatementMapping, confirmStatementMappingFailure, confirmStatementMappingSuccess } from '../../reducers/reconciliationViewReducer';
+export type ActionType = ReturnType<typeof confirmStatementMapping> | ReturnType<typeof confirmStatementMappingSuccess> | ReturnType<typeof confirmStatementMappingFailure> | ReturnType<typeof openSnackbar>;
 export declare const confirmStatementMappingEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
     payload: {
         messageSection: import("../../../..").SnackbarMessageSections;
@@ -31,12 +31,4 @@ export declare const confirmStatementMappingEpic: (actions$: ActionsObservable<A
         mappingConflict?: import("../../types/reconciliationViewState").ConfirmStatementMappingConflict | null;
     };
     type: "expenseAutomationReconciliationView/confirmStatementMappingFailure";
-} | {
-    payload: {
-        selectedPeriod: import("../../../..").MonthYearPeriod;
-        accountId: string | undefined;
-        cacheOverride: any;
-        refreshViewInBackground: any;
-    };
-    type: "expenseAutomationReconciliationView/fetchReconciliation";
 }>;

package/lib/view/expenseAutomationView/epics/accountRecon/confirmStatementMappingEpic.js

@@ -42,7 +42,7 @@ const confirmStatementMappingEpic = (actions$, _state$, zeniAPI) => actions$.pip
                 accountId,
                 selectedPeriod,
                 statementUploads: (0, reconciliationPayload_1.transformConfirmStatementMappingPayloadToState)(response.data),
-            }), (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, true, true));
+            }));
         }
         const mappingConflict = (0, reconciliationPayload_1.isConfirmStatementMappingConflictResponse)(response)
             ? (0, reconciliationPayload_1.transformConfirmStatementMappingConflictToState)(response)

package/lib/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.d.ts

@@ -1,9 +1,17 @@
 import { ActionsObservable, StateObservable } from 'redux-observable';
 import { RootState } from '../../../../rootStateTypes';
 import { ZeniAPI } from '../../../../zeniAPI';
-import { submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData } from '../../reducers/reconciliationViewReducer';
-export type ActionType = ReturnType<typeof submitCombinedStatementUpdate> | ReturnType<typeof submitStatementUpdateSuccess> | ReturnType<typeof submitStatementUpdateFailure> | ReturnType<typeof updateParsedStatementData>;
+import { fetchReconciliation, submitCombinedStatementUpdate, submitStatementUpdateFailure, submitStatementUpdateSuccess, updateParsedStatementData } from '../../reducers/reconciliationViewReducer';
+export type ActionType = ReturnType<typeof submitCombinedStatementUpdate> | ReturnType<typeof submitStatementUpdateSuccess> | ReturnType<typeof submitStatementUpdateFailure> | ReturnType<typeof updateParsedStatementData> | ReturnType<typeof fetchReconciliation>;
 export declare const updateCombinedStatementInfoEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
+    payload: {
+        selectedPeriod: import("../../../../commonStateTypes/timePeriod").MonthYearPeriod;
+        accountId: string | undefined;
+        cacheOverride: any;
+        refreshViewInBackground: any;
+    };
+    type: "expenseAutomationReconciliationView/fetchReconciliation";
+} | {
     payload: {
         accountId: import("../../../..").ID;
         parsedStatementData: import("../../types/reconciliationViewState").ParsedStatementData;

package/lib/view/expenseAutomationView/epics/accountRecon/updateCombinedStatementInfoEpic.js

@@ -48,7 +48,7 @@ const updateCombinedStatementInfoEpic = (actions$, state$, zeniAPI) => actions$.
             }), (0, reconciliationViewReducer_1.submitStatementUpdateSuccess)({
                 accountId,
                 selectedPeriod,
-            }));
+            }), (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, true, true));
         }
         const dateConflict = (0, reconciliationPayload_1.isStatementDateConflictResponse)(response)
             ? (0, reconciliationPayload_1.transformStatementDateConflictToState)(response)

package/lib/view/spendManagement/commonHistoryView/commonHistory.d.ts

@@ -25,6 +25,6 @@ export interface CommonHistoryState {
 }
 export declare const toHistoricEventUpdateType: (v: string) => "deleted" | "created" | "updated";
 type HistoricEventUpdateType = ReturnType<typeof toHistoricEventUpdateType>;
-export declare const toHistoricEventUpdateDisplayType: (v: string) => "list" | "sentence" | "inline";
+export declare const toHistoricEventUpdateDisplayType: (v: string) => "inline" | "list" | "sentence";
 type HistoricEventUpdateDisplayType = ReturnType<typeof toHistoricEventUpdateDisplayType>;
 export {};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.19",
+  "version": "5.2.20",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",