@zeniai/client-epic-state 4.17.19 → 4.17.20

package/lib/entity/accountRecon/accountReconPayload.d.ts

@@ -56,6 +56,8 @@ interface RecommendedActionPayload {
     recommended_actions: string;
     recommended_action_description: string;
     recommended_transactions: RecommendedReviewTransactionPayload[];
+    plaid_confidence_score?: string | null;
+    zeni_confidence_score?: number | null;
 }
 export interface TransactionsToReviewPayload {
     amount: number;

package/lib/entity/accountRecon/accountReconPayload.js

@@ -7,7 +7,7 @@ const zeniDayJS_1 = require("../../zeniDayJS");
 const reconciliationTransaction_1 = require("../transaction/stateTypes/reconciliationTransaction");
 const accountReconState_1 = require("./accountReconState");
 const toTransactionsToReview = (payload, currencyPayload) => {
-    var _a, _b;
+    var _a, _b, _c, _d;
     return {
         transactionId: payload.transaction_id,
         transactionDirection: (0, reconciliationTransaction_1.toTransactionDirectionType)(payload.transaction_direction),
@@ -26,6 +26,8 @@ const toTransactionsToReview = (payload, currencyPayload) => {
             : undefined,
         recommendedAction: {
             action: (0, accountReconState_1.toRecommendedActionCodeType)(payload.recommended_action.recommended_actions),
+            plaidConfidenceScore: (_c = payload.recommended_action.plaid_confidence_score) !== null && _c !== void 0 ? _c : null,
+            zeniConfidenceScore: (_d = payload.recommended_action.zeni_confidence_score) !== null && _d !== void 0 ? _d : null,
             reason: payload.recommended_action.recommended_action_description,
             recommendedTransactions: payload.recommended_action.recommended_transactions.map((transaction) => (0, exports.toRecommendedReviewTransaction)(transaction, currencyPayload)),
         },
@@ -33,6 +35,7 @@ const toTransactionsToReview = (payload, currencyPayload) => {
 };
 exports.toTransactionsToReview = toTransactionsToReview;
 const toTransactionsToReviewPayload = (payload) => {
+    var _a, _b;
     return {
         transaction_id: payload.transactionId,
         transaction_direction: (0, reconciliationTransaction_1.toTransactionDirectionType)(payload.transactionDirection),
@@ -44,6 +47,8 @@ const toTransactionsToReviewPayload = (payload) => {
             recommended_actions: (0, accountReconState_1.toRecommendedActionCodeType)(payload.recommendedAction.action),
             recommended_action_description: payload.recommendedAction.reason,
             recommended_transactions: payload.recommendedAction.recommendedTransactions.map((transaction) => (0, exports.toRecommendedReviewTransactionPayload)(transaction)),
+            plaid_confidence_score: (_a = payload.recommendedAction.plaidConfidenceScore) !== null && _a !== void 0 ? _a : null,
+            zeni_confidence_score: (_b = payload.recommendedAction.zeniConfidenceScore) !== null && _b !== void 0 ? _b : null,
         },
     };
 };

package/lib/entity/accountRecon/accountReconState.d.ts

@@ -78,6 +78,8 @@ export interface RecommendedAction {
     action: RecommendedActionCodeType;
     reason: string;
     recommendedTransactions: RecommendedReviewTransaction[];
+    plaidConfidenceScore: string | null;
+    zeniConfidenceScore: number | null;
 }
 export interface RecommendedReviewTransaction {
     confidenceScore: number;

package/lib/entity/{aiController/aiControllerPayload.d.ts → aiCfo/aiCfoPayload.d.ts}

@@ -3,6 +3,12 @@ export interface TableVisualizationPayload {
     values: Array<Record<string, string>>;
     columns: string[];
 }
+export interface YFormatPayload {
+    type: string;
+    unit: string;
+    scale: string;
+    symbol?: string;
+}
 export interface ChartVisualizationPayload {
     values: Array<Record<string, string | number>>;
     x: string;
@@ -11,17 +17,18 @@ export interface ChartVisualizationPayload {
      * We will normalize it to string[] in state.
      */
     y: string | string[];
+    y_format?: YFormatPayload;
     lines?: string[] | null;
 }
-export interface AIControllerVisualizationPayload {
+export interface AiCfoVisualizationPayload {
     type: string | null;
     data: TableVisualizationPayload | ChartVisualizationPayload | null;
 }
-export interface AIControllerAnswerPayload {
+export interface AiCfoAnswerPayload {
     text: string;
     state: string;
     type: string;
-    visualization: AIControllerVisualizationPayload | null;
+    visualization: AiCfoVisualizationPayload | null;
     metadata: Record<string, string>;
     assumptions: string | null;
     insights: string | null;

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

@@ -0,0 +1,45 @@
+import { ID } from '../../commonStateTypes/common';
+import { ZeniDate } from '../../zeniDayJS';
+import { AiCfoAnswerPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
+import { AiCfoState, AiCfoVisualization } from './aiCfoState';
+export declare const initialAiCfoState: AiCfoState;
+export declare const toAiCfoVisualization: (visualization: AiCfoVisualizationPayload) => AiCfoVisualization | undefined;
+export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    userId: ID;
+    createdAt: ZeniDate;
+}, "aiCfo/setNewSession">, clearSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "aiCfo/clearSession">, setSessions: import("@reduxjs/toolkit").ActionCreatorWithPayload<ChatSessionPayload[], "aiCfo/setSessions">, setChatHistory: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    history: MessagePayload[];
+    isPaginationComplete?: boolean;
+}, "aiCfo/setChatHistory">, upsertAnswerPayload: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    answerPayload: AiCfoAnswerPayload;
+    userId: ID;
+    questionAnswerId?: ID;
+}, "aiCfo/upsertAnswerPayload">, upsertOrAddQuestionAnswerPayload: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    questionAnswerId: ID;
+    question: {
+        questionId: ID;
+        text: string;
+        createdAt: ZeniDate;
+    };
+    answerPayload: AiCfoAnswerPayload;
+    userId: ID;
+    insertQuestionAnswer?: boolean;
+}, "aiCfo/upsertOrAddQuestionAnswerPayload">, addQuestionPayload: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    questionAnswerId: ID;
+    question: {
+        questionId: ID;
+        text: string;
+        createdAt: ZeniDate;
+    };
+    userId: ID;
+}, "aiCfo/addQuestionPayload">, clearAiCfo: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfo/clearAiCfo">, deleteQuestion: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    chatSessionId: ID;
+    questionAnswerId: ID;
+}, "aiCfo/deleteQuestion">;
+declare const _default: import("redux").Reducer<AiCfoState>;
+export default _default;

package/lib/entity/{aiController/aiControllerReducer.js → aiCfo/aiCfoReducer.js}

@@ -1,12 +1,12 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.deleteQuestion = exports.clearAIController = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAIControllerVisualization = exports.initialAIControllerState = void 0;
+exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
-const aiControllerState_1 = require("./aiControllerState");
-exports.initialAIControllerState = {
-    aiControllerByChatSessionId: {},
+const aiCfoState_1 = require("./aiCfoState");
+exports.initialAiCfoState = {
+    aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
 };
 // Utility: Merge two arrays of Q&A pairs, combining responses for the same question
@@ -32,7 +32,7 @@ function mergeQuestionAnswerPairs(existing, newQAs) {
     // Convert back to array and sort by question creation time
     return Array.from(merged.values()).sort((a, b) => a.question.createdAt.valueOf() - b.question.createdAt.valueOf());
 }
-// Utility: Convert chat history (array of MessagePayload) to AIControllerQuestionWithAnswer[]
+// Utility: Convert chat history (array of MessagePayload) to AiCfoQuestionWithAnswer[]
 function chatHistoryToQA(history) {
     var _a, _b, _c;
     const questionGroups = new Map();
@@ -58,7 +58,7 @@ function chatHistoryToQA(history) {
             group.responses.push(message);
         }
     }
-    // Convert groups to AIControllerQuestionWithAnswer
+    // Convert groups to AiCfoQuestionWithAnswer
     const questionAnswerPairs = [];
     for (const [messageId, group] of questionGroups.entries()) {
         // Skip groups that don't have a question
@@ -69,7 +69,7 @@ function chatHistoryToQA(history) {
             messageId: group.question.message_id,
             chatSessionId: group.question.chat_session_id,
             userId: group.question.user_id,
-            sender: (0, aiControllerState_1.toMessageSender)(group.question.sender),
+            sender: (0, aiCfoState_1.toMessageSender)(group.question.sender),
             state: 'complete',
             questionText: group.question.content,
             createdAt: (0, zeniDayJS_1.date)(group.question.created_at),
@@ -78,7 +78,7 @@ function chatHistoryToQA(history) {
         // Process each response for this question
         for (const agentMessage of group.responses) {
             try {
-                const parsedAgentMessage = (0, aiControllerState_1.toMessageType)(agentMessage.message_type) === 'json'
+                const parsedAgentMessage = (0, aiCfoState_1.toMessageType)(agentMessage.message_type) === 'json'
                     ? JSON.parse(agentMessage.content)
                     : {
                         text: agentMessage.content,
@@ -87,21 +87,21 @@ function chatHistoryToQA(history) {
                         visualization: null,
                         follow_up_questions: [],
                     };
-                const responseType = (0, aiControllerState_1.toAIControllerAnswerResponseType)(parsedAgentMessage.type);
-                const responseState = (0, aiControllerState_1.toAIControllerAnswerStateType)(parsedAgentMessage.state);
+                const responseType = (0, aiCfoState_1.toAiCfoAnswerResponseType)(parsedAgentMessage.type);
+                const responseState = (0, aiCfoState_1.toAiCfoAnswerStateType)(parsedAgentMessage.state);
                 if (typeof parsedAgentMessage.text === 'string' &&
-                    aiControllerState_1.ALL_AI_CONTROLLER_ANSWER_RESPONSE_TYPES.includes(responseType)) {
+                    aiCfoState_1.ALL_AI_CFO_ANSWER_RESPONSE_TYPES.includes(responseType)) {
                     responses[responseType] = {
                         messageId: agentMessage.message_id,
                         chatSessionId: agentMessage.chat_session_id,
                         userId: agentMessage.user_id,
-                        sender: (0, aiControllerState_1.toMessageSender)(agentMessage.sender),
+                        sender: (0, aiCfoState_1.toMessageSender)(agentMessage.sender),
                         type: responseType,
                         state: responseState,
                         content: {
                             text: parsedAgentMessage.text,
                             visualization: parsedAgentMessage.visualization
-                                ? (0, exports.toAIControllerVisualization)(parsedAgentMessage.visualization)
+                                ? (0, exports.toAiCfoVisualization)(parsedAgentMessage.visualization)
                                 : undefined,
                             followUpQuestions: Array.isArray(parsedAgentMessage.follow_up_questions)
                                 ? parsedAgentMessage.follow_up_questions
@@ -127,27 +127,37 @@ function chatHistoryToQA(history) {
     // Sort by question creation time (oldest first)
     return questionAnswerPairs.sort((a, b) => a.question.createdAt.valueOf() - b.question.createdAt.valueOf());
 }
-const toAIControllerVisualization = (visualization) => {
+const toAiCfoVisualization = (visualization) => {
     var _a;
     if (visualization.type == null || visualization.data == null) {
         return undefined;
     }
     return {
-        type: (_a = (0, aiControllerState_1.toAIControllerVisualizationTypeStrict)(visualization.type)) !== null && _a !== void 0 ? _a : 'table',
-        data: toAIControllerVisualizationData(visualization.data),
+        type: (_a = (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type)) !== null && _a !== void 0 ? _a : 'table',
+        data: toAiCfoVisualizationData(visualization.data),
     };
 };
-exports.toAIControllerVisualization = toAIControllerVisualization;
-const toAIControllerVisualizationData = (data) => {
-    var _a, _b;
+exports.toAiCfoVisualization = toAiCfoVisualization;
+const toAiCfoVisualizationData = (data) => {
+    var _a, _b, _c, _d, _e;
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
         const yArray = Array.isArray(data.y) ? data.y : [data.y];
+        // Handle y_format (now required)
+        const yFormat = data.y_format != null
+            ? {
+                type: (_a = (0, aiCfoState_1.toYFormatTypeStrict)(data.y_format.type)) !== null && _a !== void 0 ? _a : 'number',
+                unit: (0, aiCfoState_1.toYFormatUnitStrict)(data.y_format.unit),
+                scale: (_b = (0, aiCfoState_1.toYFormatScaleStrict)(data.y_format.scale)) !== null && _b !== void 0 ? _b : 'raw',
+                symbol: (_c = data.y_format.symbol) !== null && _c !== void 0 ? _c : undefined,
+            }
+            : undefined;
         return {
             values: data.values,
             x: data.x,
             y: yArray,
-            lines: (_a = data.lines) !== null && _a !== void 0 ? _a : [],
+            lines: (_d = data.lines) !== null && _d !== void 0 ? _d : [],
+            yFormat,
         };
     }
     // Table cleaning logic: only strip quotes from column names and cell values
@@ -160,7 +170,7 @@ const toAIControllerVisualizationData = (data) => {
     };
     const columns = (Array.isArray(data.columns)
         ? data.columns
-        : Object.keys((_b = data.values[0]) !== null && _b !== void 0 ? _b : [])).map(stripQuotes);
+        : Object.keys((_e = data.values[0]) !== null && _e !== void 0 ? _e : [])).map(stripQuotes);
     const rows = data.values.map((row) => columns.map((col) => {
         const value = row[col];
         return value == null ? '' : stripQuotes(value);
@@ -178,13 +188,11 @@ const toResponseBlockType = (answer, userId) => {
         chatSessionId: chat_session_id,
         userId,
         sender: 'agent',
-        state: (0, aiControllerState_1.toAIControllerAnswerStateType)(state),
-        type: (0, aiControllerState_1.toAIControllerAnswerResponseType)(type),
+        state: (0, aiCfoState_1.toAiCfoAnswerStateType)(state),
+        type: (0, aiCfoState_1.toAiCfoAnswerResponseType)(type),
         content: {
             text: text,
-            visualization: visualization != null
-                ? (0, exports.toAIControllerVisualization)(visualization)
-                : undefined,
+            visualization: visualization != null ? (0, exports.toAiCfoVisualization)(visualization) : undefined,
             followUpQuestions: follow_up_questions !== null && follow_up_questions !== void 0 ? follow_up_questions : [],
             assumptions: assumptions !== null && assumptions !== void 0 ? assumptions : '',
             insights: insights !== null && insights !== void 0 ? insights : '',
@@ -193,13 +201,13 @@ const toResponseBlockType = (answer, userId) => {
         createdAt: (0, zeniDayJS_1.date)(timestamp),
     };
 };
-const aiController = (0, toolkit_1.createSlice)({
-    name: 'aiController',
-    initialState: exports.initialAIControllerState,
+const aiCfo = (0, toolkit_1.createSlice)({
+    name: 'aiCfo',
+    initialState: exports.initialAiCfoState,
     reducers: {
         setNewSession(draft, action) {
             const { chatSessionId, userId, createdAt } = action.payload;
-            draft.aiControllerByChatSessionId[chatSessionId] = {
+            draft.aiCfoByChatSessionId[chatSessionId] = {
                 chatSession: {
                     chatSessionId,
                     userId,
@@ -215,8 +223,8 @@ const aiController = (0, toolkit_1.createSlice)({
             action.payload.forEach((chatSessionPayload) => {
                 const { chat_session_id } = chatSessionPayload;
                 // This is to prevent overwriting the session if it is already in state
-                if (draft.aiControllerByChatSessionId[chat_session_id] == null) {
-                    draft.aiControllerByChatSessionId[chat_session_id] = {
+                if (draft.aiCfoByChatSessionId[chat_session_id] == null) {
+                    draft.aiCfoByChatSessionId[chat_session_id] = {
                         chatSession: toChatSession(chatSessionPayload),
                         questionAnswers: [],
                     };
@@ -227,11 +235,11 @@ const aiController = (0, toolkit_1.createSlice)({
         },
         setChatHistory(draft, action) {
             const { chatSessionId, history, isPaginationComplete = false, } = action.payload;
-            if (draft.aiControllerByChatSessionId[chatSessionId] == null) {
+            if (draft.aiCfoByChatSessionId[chatSessionId] == null) {
                 console.warn(`session with id ${chatSessionId} not found in setChatHistory`);
                 return;
             }
-            const session = draft.aiControllerByChatSessionId[chatSessionId];
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
             // Check if we have an existing partial Q&A pair for this session
             const existingPartialQA = draft.partialQuestionAnswers[chatSessionId];
             // Process new messages into Q&A pairs
@@ -366,13 +374,13 @@ const aiController = (0, toolkit_1.createSlice)({
          */
         upsertOrAddQuestionAnswerPayload(draft, action) {
             const { chatSessionId, questionAnswerId, question: { questionId, createdAt, text }, answerPayload, userId, insertQuestionAnswer, } = action.payload;
-            const session = draft.aiControllerByChatSessionId[chatSessionId];
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
             if (session == null) {
                 console.warn(`session with id ${chatSessionId} not found `);
                 return;
             }
             let qa = session.questionAnswers.find((qa) => qa.questionAnswerId === questionAnswerId);
-            const responseType = (0, aiControllerState_1.toAIControllerAnswerResponseTypeStrict)(answerPayload.type);
+            const responseType = (0, aiCfoState_1.toAiCfoAnswerResponseTypeStrict)(answerPayload.type);
             if (insertQuestionAnswer === true && qa == null) {
                 // Add new Q/A
                 qa = {
@@ -399,7 +407,7 @@ const aiController = (0, toolkit_1.createSlice)({
         },
         upsertAnswerPayload(draft, action) {
             const { chatSessionId, answerPayload, questionAnswerId, userId } = action.payload;
-            const session = draft.aiControllerByChatSessionId[chatSessionId];
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
             if (session == null) {
                 console.warn(`session with id ${chatSessionId} not found in upsertAnswerPayload`);
                 return;
@@ -407,7 +415,7 @@ const aiController = (0, toolkit_1.createSlice)({
             const latestQA = questionAnswerId != null
                 ? session.questionAnswers.find((questionAnswer) => questionAnswer.questionAnswerId === questionAnswerId)
                 : session.questionAnswers.slice(-1)[0];
-            const responseType = (0, aiControllerState_1.toAIControllerAnswerResponseTypeStrict)(answerPayload.type);
+            const responseType = (0, aiCfoState_1.toAiCfoAnswerResponseTypeStrict)(answerPayload.type);
             if (latestQA != null && responseType != null) {
                 // Directly mutate the responses property
                 latestQA.responses[responseType] = toResponseBlockType(answerPayload, userId);
@@ -415,7 +423,7 @@ const aiController = (0, toolkit_1.createSlice)({
         },
         addQuestionPayload(draft, action) {
             const { chatSessionId, questionAnswerId, question: { questionId, createdAt, text }, userId, } = action.payload;
-            const session = draft.aiControllerByChatSessionId[chatSessionId];
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
             if (session == null) {
                 console.warn(`session with id ${chatSessionId} not found in addQuestionPayload`);
                 return;
@@ -442,19 +450,19 @@ const aiController = (0, toolkit_1.createSlice)({
         clearSession(draft, action) {
             var _a;
             const sessionId = action.payload;
-            delete draft.aiControllerByChatSessionId[sessionId];
+            delete draft.aiCfoByChatSessionId[sessionId];
             // Clear partial Q&A if it belongs to the cleared session
             if (((_a = draft.partialQuestionAnswers) === null || _a === void 0 ? void 0 : _a[sessionId]) != null) {
                 draft.partialQuestionAnswers[sessionId] = undefined;
             }
         },
-        clearAIController(draft) {
-            draft.aiControllerByChatSessionId = {};
+        clearAiCfo(draft) {
+            draft.aiCfoByChatSessionId = {};
             draft.partialQuestionAnswers = {};
         },
         deleteQuestion(draft, action) {
             const { chatSessionId, questionAnswerId } = action.payload;
-            const session = draft.aiControllerByChatSessionId[chatSessionId];
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
             if (session == null) {
                 console.warn(`session with id ${chatSessionId} not found in deleteQuestion`);
                 return;
@@ -475,5 +483,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: (0, zeniDayJS_1.date)(created_at),
     };
 };
-_a = aiController.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAIController = _a.clearAIController, exports.deleteQuestion = _a.deleteQuestion;
-exports.default = aiController.reducer;
+_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion;
+exports.default = aiCfo.reducer;

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

@@ -0,0 +1,14 @@
+import { ID } from '../../commonStateTypes/common';
+import { AiCfoQuestionWithAnswer, AiCfoState } from './aiCfoState';
+import { ChatSession } from './aiCfoState';
+export declare function getAllQuestionAnswersForChatSession(state: AiCfoState, chatSessionId: ID): AiCfoQuestionWithAnswer[];
+export declare function getQuestionAnswerByIdForChatSession(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): AiCfoQuestionWithAnswer | undefined;
+export declare function getAllQuestionsForChatSession(state: AiCfoState, chatSessionId: ID): string[];
+export interface AiCfoSelectorView {
+    allSessionsWithOrderedQuestionAnswers: ChatSessionWithOrderedQuestionAnswers[];
+}
+export interface ChatSessionWithOrderedQuestionAnswers {
+    chatSession: ChatSession;
+    questionAnswers: AiCfoQuestionWithAnswer[];
+}
+export declare function getAiCfoSelectorView(state: AiCfoState): AiCfoSelectorView;

package/lib/entity/{aiController/aiControllerSelector.js → aiCfo/aiCfoSelector.js}

@@ -3,17 +3,17 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.getAllQuestionAnswersForChatSession = getAllQuestionAnswersForChatSession;
 exports.getQuestionAnswerByIdForChatSession = getQuestionAnswerByIdForChatSession;
 exports.getAllQuestionsForChatSession = getAllQuestionsForChatSession;
-exports.getAIControllerSelectorView = getAIControllerSelectorView;
+exports.getAiCfoSelectorView = getAiCfoSelectorView;
 function getAllQuestionAnswersForChatSession(state, chatSessionId) {
     var _a, _b;
-    const arr = (_b = (_a = state.aiControllerByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers) !== null && _b !== void 0 ? _b : [];
+    const arr = (_b = (_a = state.aiCfoByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers) !== null && _b !== void 0 ? _b : [];
     return arr
         .slice()
         .sort((a, b) => a.question.createdAt.valueOf() - b.question.createdAt.valueOf());
 }
 function getQuestionAnswerByIdForChatSession(state, chatSessionId, questionAnswerId) {
     var _a;
-    const arr = (_a = state.aiControllerByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers;
+    const arr = (_a = state.aiCfoByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers;
     if (arr == null) {
         return undefined;
     }
@@ -21,7 +21,7 @@ function getQuestionAnswerByIdForChatSession(state, chatSessionId, questionAnswe
 }
 function getAllQuestionsForChatSession(state, chatSessionId) {
     var _a;
-    const arr = (_a = state.aiControllerByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers;
+    const arr = (_a = state.aiCfoByChatSessionId[chatSessionId]) === null || _a === void 0 ? void 0 : _a.questionAnswers;
     if (arr == null) {
         return [];
     }
@@ -30,8 +30,8 @@ function getAllQuestionsForChatSession(state, chatSessionId) {
         .sort((first, second) => first.question.createdAt.valueOf() - second.question.createdAt.valueOf())
         .map((qa) => qa.question.questionText);
 }
-function getAIControllerSelectorView(state) {
-    const allSessionsWithOrderedQuestionAnswers = Object.values(state.aiControllerByChatSessionId)
+function getAiCfoSelectorView(state) {
+    const allSessionsWithOrderedQuestionAnswers = Object.values(state.aiCfoByChatSessionId)
         .map((sessionWithQAs) => (Object.assign(Object.assign({}, sessionWithQAs), { questionAnswers: Array.isArray(sessionWithQAs.questionAnswers)
             ? sessionWithQAs.questionAnswers
                 .slice()

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

@@ -0,0 +1,107 @@
+import { ID } from '../../commonStateTypes/common';
+import { ZeniDate } from '../../zeniDayJS';
+export interface AiCfoAnswerParagraph {
+    text: string;
+    orderedList?: Array<{
+        text: string;
+        subText?: string;
+        unorderedList?: string[];
+    }>;
+}
+export declare const ALL_AI_CFO_CHARTS_TYPES: readonly ["bar_chart", "pie_chart", "line_chart"];
+export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table"];
+export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table";
+export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | undefined;
+export type AiCfoVisualizationType = ReturnType<typeof toAiCfoVisualizationType>;
+export declare const toAiCfoChartType: (v: string) => "bar_chart" | "pie_chart" | "line_chart";
+export declare const toAiCfoChartTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | undefined;
+export type AiCfoChartType = ReturnType<typeof toAiCfoChartType>;
+export declare const ALL_AI_CFO_ANSWER_STATE_TYPES: readonly ["complete", "partial"];
+export declare const ALL_AI_CFO_ANSWER_RESPONSE_TYPES: readonly ["analysis", "answer", "reasoning", "thought"];
+export declare const ALL_Y_FORMAT_TYPES: readonly ["currency", "number"];
+export declare const ALL_Y_FORMAT_NON_CURRENCY_UNITS: readonly ["percentage", "unit", "ratio"];
+export declare const ALL_Y_FORMAT_SCALES: readonly ["raw", "K", "M", "B", "T"];
+export declare const toYFormatType: (v: string) => "number" | "currency";
+export declare const toYFormatUnit: (v: string) => string;
+export declare const toYFormatScale: (v: string) => "M" | "raw" | "K" | "B" | "T";
+export declare const toYFormatTypeStrict: (v: string) => "number" | "currency" | undefined;
+export declare const toYFormatUnitStrict: (v: string) => string;
+export declare const toYFormatScaleStrict: (v: string) => "M" | "raw" | "K" | "B" | "T" | undefined;
+export type YFormatType = ReturnType<typeof toYFormatType>;
+export type YFormatUnit = ReturnType<typeof toYFormatUnit>;
+export type YFormatScale = ReturnType<typeof toYFormatScale>;
+export interface YFormat {
+    type: YFormatType;
+    unit: YFormatUnit;
+    scale: YFormatScale;
+    symbol?: string;
+}
+export declare const toAiCfoAnswerStateType: (v: string) => "complete" | "partial";
+export declare const toAiCfoAnswerResponseType: (v: string) => "analysis" | "answer" | "reasoning" | "thought";
+export declare const toAiCfoAnswerStateTypeStrict: (v: string) => "complete" | "partial" | undefined;
+export declare const toAiCfoAnswerResponseTypeStrict: (v: string) => "analysis" | "answer" | "reasoning" | "thought" | undefined;
+export type AiCfoAnswerStateType = ReturnType<typeof toAiCfoAnswerStateType>;
+export type AiCfoAnswerResponseType = ReturnType<typeof toAiCfoAnswerResponseType>;
+export interface TableVisualization {
+    rows: string[][];
+    columns: string[];
+}
+export interface ChartVisualization {
+    values: Array<Record<string, string | number>>;
+    x: string;
+    y: string[];
+    yFormat?: YFormat;
+    lines?: string[];
+}
+export interface AiCfoVisualization {
+    type: AiCfoVisualizationType;
+    data: TableVisualization | ChartVisualization;
+}
+export declare const toMessageSender: (v: string) => "user" | "agent";
+export declare const toMessageType: (v: string) => "plain_text" | "json";
+export declare const toMessageSenderStrict: (v: string) => "user" | "agent" | undefined;
+export declare const toMessageTypeStrict: (v: string) => "plain_text" | "json" | undefined;
+export type MessageSender = ReturnType<typeof toMessageSender>;
+export type MessageType = ReturnType<typeof toMessageType>;
+export interface ResponseBlockBase {
+    messageId: ID;
+    state: AiCfoAnswerStateType;
+    createdAt: ZeniDate;
+    chatSessionId: ID;
+    userId: ID;
+    sender: MessageSender;
+}
+export interface AnswerContentBlockBase {
+    text: string;
+    followUpQuestions: string[];
+    assumptions: string;
+    insights: string;
+    summarizedTitle?: string;
+    visualization?: AiCfoVisualization;
+}
+export interface QuestionContentBlockBase extends ResponseBlockBase {
+    questionText: string;
+}
+export interface ResponseBlockType extends ResponseBlockBase {
+    content: AnswerContentBlockBase;
+    type: AiCfoAnswerResponseType;
+}
+export interface AiCfoQuestionWithAnswer {
+    questionAnswerId: ID;
+    question: QuestionContentBlockBase;
+    responses: Partial<Record<AiCfoAnswerResponseType, ResponseBlockType>>;
+}
+export interface ChatSession {
+    chatSessionId: ID;
+    userId: ID;
+    createdAt: ZeniDate;
+    chatSessionSummary?: string;
+}
+export interface ChatSessionWithMessages {
+    chatSession: ChatSession;
+    questionAnswers: AiCfoQuestionWithAnswer[];
+}
+export interface AiCfoState {
+    aiCfoByChatSessionId: Record<ID, ChatSessionWithMessages>;
+    partialQuestionAnswers: Record<ID, AiCfoQuestionWithAnswer | undefined>;
+}

package/lib/entity/aiCfo/aiCfoState.js

@@ -0,0 +1,81 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toMessageTypeStrict = exports.toMessageSenderStrict = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateType = exports.toYFormatScaleStrict = exports.toYFormatUnitStrict = exports.toYFormatTypeStrict = exports.toYFormatScale = exports.toYFormatUnit = exports.toYFormatType = exports.ALL_Y_FORMAT_SCALES = exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS = exports.ALL_Y_FORMAT_TYPES = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = void 0;
+const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
+exports.ALL_AI_CFO_CHARTS_TYPES = [
+    'bar_chart',
+    'pie_chart',
+    'line_chart',
+];
+exports.ALL_AI_CFO_VISUALIZATION_TYPES = [
+    ...exports.ALL_AI_CFO_CHARTS_TYPES,
+    'table',
+];
+const toAiCfoVisualizationType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
+exports.toAiCfoVisualizationType = toAiCfoVisualizationType;
+const toAiCfoVisualizationTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
+exports.toAiCfoVisualizationTypeStrict = toAiCfoVisualizationTypeStrict;
+const toAiCfoChartType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_CHARTS_TYPES);
+exports.toAiCfoChartType = toAiCfoChartType;
+const toAiCfoChartTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_CHARTS_TYPES);
+exports.toAiCfoChartTypeStrict = toAiCfoChartTypeStrict;
+exports.ALL_AI_CFO_ANSWER_STATE_TYPES = ['complete', 'partial'];
+exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = [
+    'analysis',
+    'answer',
+    'reasoning',
+    'thought',
+];
+exports.ALL_Y_FORMAT_TYPES = ['currency', 'number'];
+exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS = [
+    'percentage',
+    'unit',
+    'ratio',
+];
+exports.ALL_Y_FORMAT_SCALES = ['raw', 'K', 'M', 'B', 'T'];
+const toYFormatType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_Y_FORMAT_TYPES);
+exports.toYFormatType = toYFormatType;
+const toYFormatUnit = (v) => {
+    // Check if it's one of the non-currency units
+    const nonCurrencyUnit = (0, stringToUnion_1.stringToUnion)(v, exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS);
+    if (nonCurrencyUnit) {
+        return nonCurrencyUnit;
+    }
+    // If not a non-currency unit, assume it's a currency code and return it.
+    return v;
+};
+exports.toYFormatUnit = toYFormatUnit;
+const toYFormatScale = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_Y_FORMAT_SCALES);
+exports.toYFormatScale = toYFormatScale;
+const toYFormatTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_Y_FORMAT_TYPES);
+exports.toYFormatTypeStrict = toYFormatTypeStrict;
+const toYFormatUnitStrict = (v) => {
+    // Check if it's one of the non-currency units
+    const nonCurrencyUnit = (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS);
+    if (nonCurrencyUnit) {
+        return nonCurrencyUnit;
+    }
+    // If not a non-currency unit, assume it's a currency code and return it.
+    return v;
+};
+exports.toYFormatUnitStrict = toYFormatUnitStrict;
+const toYFormatScaleStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_Y_FORMAT_SCALES);
+exports.toYFormatScaleStrict = toYFormatScaleStrict;
+const toAiCfoAnswerStateType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_ANSWER_STATE_TYPES);
+exports.toAiCfoAnswerStateType = toAiCfoAnswerStateType;
+const toAiCfoAnswerResponseType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES);
+exports.toAiCfoAnswerResponseType = toAiCfoAnswerResponseType;
+const toAiCfoAnswerStateTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_ANSWER_STATE_TYPES);
+exports.toAiCfoAnswerStateTypeStrict = toAiCfoAnswerStateTypeStrict;
+const toAiCfoAnswerResponseTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES);
+exports.toAiCfoAnswerResponseTypeStrict = toAiCfoAnswerResponseTypeStrict;
+const ALL_MESSAGE_SENDERS = ['user', 'agent'];
+const ALL_MESSAGE_TYPES = ['plain_text', 'json'];
+const toMessageSender = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_MESSAGE_SENDERS);
+exports.toMessageSender = toMessageSender;
+const toMessageType = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_MESSAGE_TYPES);
+exports.toMessageType = toMessageType;
+const toMessageSenderStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, ALL_MESSAGE_SENDERS);
+exports.toMessageSenderStrict = toMessageSenderStrict;
+const toMessageTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, ALL_MESSAGE_TYPES);
+exports.toMessageTypeStrict = toMessageTypeStrict;