@zeniai/client-epic-state 5.0.65-betaML2 → 5.0.65-betaRR2

package/lib/entity/cardPolicy/cardPolicyPayload.d.ts

@@ -0,0 +1,171 @@
+import { ID } from '../../commonStateTypes/common';
+import { ZeniAPIResponse } from '../../responsePayload';
+import { CardPolicyStats, CardPolicyTemplate, CardPolicyTemplateEntityList, CardPolicyTemplateMode, CardPolicyTemplateSpendLimits, ExtractedCardPolicyRules, MccCategory } from './cardPolicyState';
+export interface MccCategoryPayload {
+    count: number;
+    mcc_codes: string[];
+    name: string;
+}
+/**
+ * Wire shape for `GET /cards/1.0/cards/mcc-codes`. Beyond the universe of
+ * MCC categories used to populate the category search dropdown, the
+ * endpoint also ships **suggested** allow / block merchants and categories
+ * that the chip-pickers seed into their cloud body before the user starts
+ * editing.
+ *
+ * Field spellings (`*_catagories`) preserve the BE wire format verbatim;
+ * the camelCase mapper below corrects to `Categories`.
+ */
+export interface CardPolicyMccCategoriesPayload {
+    categories: MccCategoryPayload[];
+    suggested_allow_catagories?: MccCategoryPayload[];
+    suggested_allow_merchants?: string[];
+    suggested_block_catagories?: MccCategoryPayload[];
+    suggested_block_merchants?: string[];
+}
+export type CardPolicyMccCategoriesResponse = ZeniAPIResponse<CardPolicyMccCategoriesPayload>;
+export declare const toMccCategory: (payload: MccCategoryPayload) => MccCategory;
+/**
+ * Vendor row returned by `/accounting/1.0/vendors`. The card-policy
+ * vendor search dropdown only needs `vendor_id` + `vendor_name`; we
+ * deliberately ignore the rest of the payload to keep this slice
+ * independent of the heavy `vendor` entity store.
+ */
+export interface CardPolicyVendorSearchVendorPayload {
+    vendor_id: string;
+    vendor_name: string;
+}
+export interface CardPolicyVendorSearchData {
+    vendors: CardPolicyVendorSearchVendorPayload[];
+}
+export type CardPolicyVendorSearchResponse = ZeniAPIResponse<CardPolicyVendorSearchData>;
+export interface CardPolicyVendorSearchOption {
+    name: string;
+    vendorId: string;
+}
+export declare const toCardPolicyVendorSearchOption: (payload: CardPolicyVendorSearchVendorPayload) => CardPolicyVendorSearchOption;
+interface CardPolicyTemplateEntityListPayload {
+    category_codes: string[];
+    merchant_names: string[];
+}
+interface CardPolicyTemplateSpendLimitsPayload {
+    transaction: number;
+}
+/**
+ * Request body for `POST /cards/1.0/policy-templates`. Consumers pass the
+ * already-camelCased payload to the action creator; the epic re-maps it to
+ * the snake_case wire format before sending.
+ */
+export interface CreateCardPolicyTemplateRequest {
+    allowedEntity: CardPolicyTemplateEntityList;
+    applyToCards: ID[];
+    blockedEntity: CardPolicyTemplateEntityList;
+    description: string;
+    mode: CardPolicyTemplateMode;
+    name: string;
+    requiredReceiptThreshold: number;
+    spendLimits: CardPolicyTemplateSpendLimits;
+}
+export interface CreateCardPolicyTemplateRequestBody {
+    allowed_entity: CardPolicyTemplateEntityListPayload;
+    apply_to_cards: ID[];
+    blocked_entity: CardPolicyTemplateEntityListPayload;
+    description: string;
+    mode: string;
+    name: string;
+    required_receipt_threshold: number;
+    spend_limits: CardPolicyTemplateSpendLimitsPayload;
+}
+export interface CardPolicyTemplatePayload {
+    allowed_entity: CardPolicyTemplateEntityListPayload;
+    applied_cards: ID[];
+    blocked_entity: CardPolicyTemplateEntityListPayload;
+    cards_count: number;
+    category_restrictions: unknown[];
+    created_at: string;
+    created_by: ID;
+    description: string;
+    mode: string;
+    name: string;
+    required_receipt_threshold: number;
+    spend_limits: CardPolicyTemplateSpendLimitsPayload;
+    status: string;
+    template_id: ID;
+    tenant_id: ID;
+    updated_at: string;
+}
+export interface CreateCardPolicyTemplateResponseData {
+    cards_applied: number;
+    template: CardPolicyTemplatePayload;
+}
+export type CreateCardPolicyTemplateResponse = ZeniAPIResponse<CreateCardPolicyTemplateResponseData>;
+export type UpdateCardPolicyTemplateRequest = CreateCardPolicyTemplateRequest;
+export type UpdateCardPolicyTemplateRequestBody = CreateCardPolicyTemplateRequestBody;
+export type UpdateCardPolicyTemplateResponseData = CreateCardPolicyTemplateResponseData;
+export type UpdateCardPolicyTemplateResponse = CreateCardPolicyTemplateResponse;
+export type CardPolicyDetailResponseData = CreateCardPolicyTemplateResponseData;
+export type CardPolicyDetailResponse = CreateCardPolicyTemplateResponse;
+/**
+ * Aggregate counters returned alongside the templates list. Stored on
+ * the entity slice (alongside `cardPolicyTemplateById`) so any list
+ * surface can read it without re-fetching.
+ */
+export interface CardPolicyStatsPayload {
+    active_policies: number;
+    total_cards: number;
+    total_templates: number;
+}
+/**
+ * Each list row is wrapped in the same `{cards_applied, template}`
+ * envelope the create endpoint returns. Only the `template` portion is
+ * stored on the entity slice; `cards_applied` is a one-shot summary
+ * carried over from create and not surfaced in the list state today.
+ */
+export interface CardPolicyListRowPayload {
+    data: CreateCardPolicyTemplateResponseData;
+}
+export interface ListCardPolicyTemplatesResponseData {
+    stats: CardPolicyStatsPayload;
+    templates: CardPolicyListRowPayload[];
+}
+export type ListCardPolicyTemplatesResponse = ZeniAPIResponse<ListCardPolicyTemplatesResponseData>;
+export declare const toCardPolicyStats: (payload: CardPolicyStatsPayload) => CardPolicyStats;
+export declare const toCardPolicyTemplateList: (data: ListCardPolicyTemplatesResponseData) => CardPolicyTemplate[];
+export declare const toCardPolicyTemplate: (payload: CardPolicyTemplatePayload) => CardPolicyTemplate;
+/**
+ * Re-shape a camelCase create request into the snake_case wire body.
+ * Used by the epic at request time.
+ */
+export declare const toCreateCardPolicyTemplateRequestBody: (request: CreateCardPolicyTemplateRequest) => CreateCardPolicyTemplateRequestBody;
+export declare const toUpdateCardPolicyTemplateRequestBody: (request: CreateCardPolicyTemplateRequest) => CreateCardPolicyTemplateRequestBody;
+/**
+ * Seed an edit-form draft (`CreateCardPolicyTemplateRequest`) from an
+ * existing camelCased `CardPolicyTemplate`. Used by the detail-fetch
+ * epic so the edit page can render with the saved values pre-populated.
+ */
+export declare const toCardPolicyEditFormDraft: (template: CardPolicyTemplate) => CreateCardPolicyTemplateRequest;
+/**
+ * Wire shape returned by `POST /cards/1.0/policy-documents/extract`.
+ * The backend OCRs / parses an uploaded policy document (PDF, image, etc.)
+ * and returns a best-effort set of policy rules + a confidence score.
+ *
+ * Consumers (manual `CardPolicyCreatePage` + AI CFO `CardPolicyInteractiveForm`)
+ * use `toExtractedCardPolicyRules` to map this onto the camelCase FE shape
+ * and then feed the result through `applyExtractedPolicyRulesToFormValues`
+ * (`@zeniai/web-components`) to seed the RHF form.
+ */
+export interface ExtractedCardPolicyRulesPayload {
+    allowed_entity: CardPolicyTemplateEntityListPayload;
+    blocked_entity: CardPolicyTemplateEntityListPayload;
+    confidence_score: number;
+    policy_name: string;
+    required_receipt_threshold: number;
+    transaction_limit: number;
+}
+export interface PolicyDocumentExtractResponseData {
+    extracted_rules: ExtractedCardPolicyRulesPayload;
+    message: string;
+}
+export type PolicyDocumentExtractResponse = ZeniAPIResponse<PolicyDocumentExtractResponseData>;
+export declare const toExtractedCardPolicyRules: (payload: ExtractedCardPolicyRulesPayload) => ExtractedCardPolicyRules;
+export {};

package/lib/entity/cardPolicy/cardPolicyPayload.js

@@ -0,0 +1,112 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toExtractedCardPolicyRules = exports.toCardPolicyEditFormDraft = exports.toUpdateCardPolicyTemplateRequestBody = exports.toCreateCardPolicyTemplateRequestBody = exports.toCardPolicyTemplate = exports.toCardPolicyTemplateList = exports.toCardPolicyStats = exports.toCardPolicyVendorSearchOption = exports.toMccCategory = void 0;
+const zeniDayJS_1 = require("../../zeniDayJS");
+const cardPolicyState_1 = require("./cardPolicyState");
+const toMccCategory = (payload) => ({
+    count: payload.count,
+    mccCodes: payload.mcc_codes ?? [],
+    name: payload.name,
+});
+exports.toMccCategory = toMccCategory;
+const toCardPolicyVendorSearchOption = (payload) => ({
+    vendorId: payload.vendor_id,
+    name: payload.vendor_name,
+});
+exports.toCardPolicyVendorSearchOption = toCardPolicyVendorSearchOption;
+const toCardPolicyStats = (payload) => ({
+    activePolicies: payload.active_policies,
+    totalCards: payload.total_cards,
+    totalTemplates: payload.total_templates,
+});
+exports.toCardPolicyStats = toCardPolicyStats;
+const toCardPolicyTemplateList = (data) => (data.templates ?? []).map((row) => (0, exports.toCardPolicyTemplate)(row.data.template));
+exports.toCardPolicyTemplateList = toCardPolicyTemplateList;
+const toCardPolicyTemplateEntityList = (payload) => ({
+    categoryCodes: payload.category_codes ?? [],
+    merchantNames: payload.merchant_names ?? [],
+});
+const toCardPolicyTemplate = (payload) => ({
+    allowedEntity: toCardPolicyTemplateEntityList(payload.allowed_entity),
+    appliedCards: payload.applied_cards ?? [],
+    blockedEntity: toCardPolicyTemplateEntityList(payload.blocked_entity),
+    cardsCount: payload.cards_count,
+    categoryRestrictions: payload.category_restrictions ?? [],
+    createdAt: (0, zeniDayJS_1.date)(payload.created_at),
+    createdBy: payload.created_by,
+    description: payload.description,
+    mode: (0, cardPolicyState_1.toCardPolicyTemplateMode)(payload.mode),
+    name: payload.name,
+    requiredReceiptThreshold: payload.required_receipt_threshold,
+    spendLimits: {
+        transaction: payload.spend_limits.transaction,
+    },
+    status: (0, cardPolicyState_1.toCardPolicyTemplateStatus)(payload.status),
+    templateId: payload.template_id,
+    tenantId: payload.tenant_id,
+    updatedAt: (0, zeniDayJS_1.date)(payload.updated_at),
+});
+exports.toCardPolicyTemplate = toCardPolicyTemplate;
+/**
+ * Re-shape a camelCase create request into the snake_case wire body.
+ * Used by the epic at request time.
+ */
+const toCreateCardPolicyTemplateRequestBody = (request) => ({
+    allowed_entity: {
+        category_codes: request.allowedEntity.categoryCodes,
+        merchant_names: request.allowedEntity.merchantNames,
+    },
+    apply_to_cards: request.applyToCards,
+    blocked_entity: {
+        category_codes: request.blockedEntity.categoryCodes,
+        merchant_names: request.blockedEntity.merchantNames,
+    },
+    description: request.description,
+    mode: request.mode ?? 'strict',
+    name: request.name,
+    required_receipt_threshold: request.requiredReceiptThreshold,
+    spend_limits: {
+        transaction: request.spendLimits.transaction,
+    },
+});
+exports.toCreateCardPolicyTemplateRequestBody = toCreateCardPolicyTemplateRequestBody;
+// Update body uses the exact same wire shape as create — the PUT
+// endpoint is a full replace.
+exports.toUpdateCardPolicyTemplateRequestBody = exports.toCreateCardPolicyTemplateRequestBody;
+/**
+ * Seed an edit-form draft (`CreateCardPolicyTemplateRequest`) from an
+ * existing camelCased `CardPolicyTemplate`. Used by the detail-fetch
+ * epic so the edit page can render with the saved values pre-populated.
+ */
+const toCardPolicyEditFormDraft = (template) => ({
+    allowedEntity: {
+        categoryCodes: [...template.allowedEntity.categoryCodes],
+        merchantNames: [...template.allowedEntity.merchantNames],
+    },
+    applyToCards: [...template.appliedCards],
+    blockedEntity: {
+        categoryCodes: [...template.blockedEntity.categoryCodes],
+        merchantNames: [...template.blockedEntity.merchantNames],
+    },
+    description: template.description,
+    mode: template.mode,
+    name: template.name,
+    requiredReceiptThreshold: template.requiredReceiptThreshold,
+    spendLimits: { transaction: template.spendLimits.transaction },
+});
+exports.toCardPolicyEditFormDraft = toCardPolicyEditFormDraft;
+const toExtractedCardPolicyRules = (payload) => ({
+    allowedEntity: {
+        categoryCodes: payload.allowed_entity?.category_codes ?? [],
+        merchantNames: payload.allowed_entity?.merchant_names ?? [],
+    },
+    blockedEntity: {
+        categoryCodes: payload.blocked_entity?.category_codes ?? [],
+        merchantNames: payload.blocked_entity?.merchant_names ?? [],
+    },
+    confidenceScore: payload.confidence_score,
+    policyName: payload.policy_name,
+    requiredReceiptThreshold: payload.required_receipt_threshold,
+    transactionLimit: payload.transaction_limit,
+});
+exports.toExtractedCardPolicyRules = toExtractedCardPolicyRules;

package/lib/entity/cardPolicy/cardPolicyReducer.d.ts

@@ -0,0 +1,13 @@
+import { ZeniAPIStatus } from '../../responsePayload';
+import { CardPolicyMccCategoriesPayload, CardPolicyTemplatePayload, CardPolicyVendorSearchData, ExtractedCardPolicyRulesPayload } from './cardPolicyPayload';
+import { CardPolicyState, CardPolicyStats, CardPolicyTemplate } from './cardPolicyState';
+export declare const initialState: CardPolicyState;
+export declare const fetchCardPolicyMccCategories: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cardPolicy/fetchCardPolicyMccCategories">, fetchCardPolicyVendorOptions: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[searchString?: string | undefined], {
+    searchString: string;
+}, "cardPolicy/fetchCardPolicyVendorOptions", never, never>, updateCardPolicyMccCategories: import("@reduxjs/toolkit").ActionCreatorWithPayload<CardPolicyMccCategoriesPayload, "cardPolicy/updateCardPolicyMccCategories">, updateCardPolicyMccCategoriesFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "cardPolicy/updateCardPolicyMccCategoriesFailure">, updateCardPolicyVendorOptions: import("@reduxjs/toolkit").ActionCreatorWithPayload<CardPolicyVendorSearchData, "cardPolicy/updateCardPolicyVendorOptions">, updateCardPolicyVendorOptionsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "cardPolicy/updateCardPolicyVendorOptionsFailure">, updateCreatedCardPolicyTemplate: import("@reduxjs/toolkit").ActionCreatorWithPayload<CardPolicyTemplatePayload, "cardPolicy/updateCreatedCardPolicyTemplate">, updateCardPolicyTemplates: import("@reduxjs/toolkit").ActionCreatorWithPayload<CardPolicyTemplate[], "cardPolicy/updateCardPolicyTemplates">, removeCardPolicyTemplate: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "cardPolicy/removeCardPolicyTemplate">, updateCardPolicyStats: import("@reduxjs/toolkit").ActionCreatorWithPayload<CardPolicyStats, "cardPolicy/updateCardPolicyStats">, extractPolicyDocument: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[files: File[]], {
+    files: File[];
+}, "cardPolicy/extractPolicyDocument", never, {
+    uploadedFileName: string;
+}>, updatePolicyDocumentExtractionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<ExtractedCardPolicyRulesPayload, "cardPolicy/updatePolicyDocumentExtractionSuccess">, updatePolicyDocumentExtractionFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "cardPolicy/updatePolicyDocumentExtractionFailure">, clearPolicyDocumentExtraction: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cardPolicy/clearPolicyDocumentExtraction">, clearCardPolicy: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"cardPolicy/clearCardPolicy">;
+declare const _default: import("redux").Reducer<CardPolicyState>;
+export default _default;

package/lib/entity/cardPolicy/cardPolicyReducer.js

@@ -0,0 +1,203 @@
+"use strict";
+var _a;
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.clearCardPolicy = exports.clearPolicyDocumentExtraction = exports.updatePolicyDocumentExtractionFailure = exports.updatePolicyDocumentExtractionSuccess = exports.extractPolicyDocument = exports.updateCardPolicyStats = exports.removeCardPolicyTemplate = exports.updateCardPolicyTemplates = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyMccCategories = exports.initialState = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+const cardPolicyPayload_1 = require("./cardPolicyPayload");
+/**
+ * Defensive predicate for vendor / merchant names that flow into
+ * `buildVendorChipId(name)` (in `@zeniai/web-components`). That helper
+ * calls `name.trim().toLowerCase()`, so a null / undefined / whitespace-
+ * only value would throw at render time, and an empty string would
+ * collapse every nameless row into a single colliding `vendor-` chip-id.
+ * Used at the redux ingestion boundary for both the vendor-search results
+ * and the BE-suggested merchant seed arrays.
+ */
+const isUsableMerchantName = (name) => typeof name === 'string' && name.trim() !== '';
+const initialPolicyDocumentExtractionState = {
+    fetchState: 'Not-Started',
+    error: undefined,
+    extractedRules: undefined,
+    uploadedFileName: undefined,
+};
+const initialVendorSearchState = {
+    fetchState: 'Not-Started',
+    searchString: '',
+    vendors: [],
+    error: undefined,
+};
+exports.initialState = {
+    cardPolicyTemplateById: {},
+    mccCategories: [],
+    mccCategoriesError: undefined,
+    mccCategoriesFetchState: 'Not-Started',
+    policyDocumentExtraction: initialPolicyDocumentExtractionState,
+    suggestedAllowCategories: [],
+    suggestedAllowMerchants: [],
+    suggestedBlockCategories: [],
+    suggestedBlockMerchants: [],
+    vendorSearch: initialVendorSearchState,
+    cardPolicyStats: undefined,
+};
+const cardPolicy = (0, toolkit_1.createSlice)({
+    name: 'cardPolicy',
+    initialState: exports.initialState,
+    reducers: {
+        fetchCardPolicyMccCategories(draft) {
+            draft.mccCategoriesFetchState = 'In-Progress';
+            draft.mccCategoriesError = undefined;
+        },
+        updateCardPolicyMccCategories(draft, action) {
+            draft.mccCategories = (action.payload.categories ?? []).map(cardPolicyPayload_1.toMccCategory);
+            // Persist BE-suggested allow / block seeds alongside the universe.
+            // Both flows (manual create page + AI CFO interactive form) read
+            // these to pre-populate the chip cloud body before the user edits.
+            // Drop empty / nullish merchant names defensively — they feed
+            // `buildVendorChipId(name)` (in @zeniai/web-components) which calls
+            // `.trim().toLowerCase()` and would crash the chip-picker render
+            // path if any entry slipped through as undefined / "".
+            draft.suggestedAllowMerchants = (action.payload.suggested_allow_merchants ?? []).filter(isUsableMerchantName);
+            draft.suggestedBlockMerchants = (action.payload.suggested_block_merchants ?? []).filter(isUsableMerchantName);
+            draft.suggestedAllowCategories = (action.payload.suggested_allow_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
+            draft.suggestedBlockCategories = (action.payload.suggested_block_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
+            draft.mccCategoriesFetchState = 'Completed';
+            draft.mccCategoriesError = undefined;
+        },
+        updateCardPolicyMccCategoriesFailure(draft, action) {
+            draft.mccCategoriesFetchState = 'Error';
+            draft.mccCategoriesError = action.payload;
+        },
+        /**
+         * Store a newly-created (or refreshed) card-policy template keyed by
+         * `templateId`. Dispatched by the create / list / get epics; consumed
+         * by both manual and AI-CFO policy flows via `getCardPolicyTemplateById`.
+         */
+        updateCreatedCardPolicyTemplate(draft, action) {
+            const template = (0, cardPolicyPayload_1.toCardPolicyTemplate)(action.payload);
+            draft.cardPolicyTemplateById[template.templateId] = template;
+        },
+        /**
+         * Replace the entity store's `cardPolicyTemplateById` map with the
+         * full list returned by the templates-list endpoint. Full replace is
+         * intentional — templates that no longer exist on the server should be
+         * dropped from local state too. The view slice keeps the server-order
+         * ID list separately for stable list rendering.
+         */
+        updateCardPolicyTemplates(draft, action) {
+            const byId = {};
+            for (const template of action.payload) {
+                byId[template.templateId] = template;
+            }
+            draft.cardPolicyTemplateById = byId;
+        },
+        /**
+         * Drop a single template from the entity map. Dispatched by the
+         * archive (DELETE) epic on success; also usable by any future flow
+         * that needs to evict a template (e.g. AI-CFO rejection).
+         */
+        removeCardPolicyTemplate(draft, action) {
+            delete draft.cardPolicyTemplateById[action.payload];
+        },
+        /**
+         * Replace the tenant-wide policy stats. Dispatched alongside
+         * `updateCardPolicyTemplates` from the list epic, but lives on the
+         * entity slice so any consumer can read it without re-fetching the
+         * list.
+         */
+        updateCardPolicyStats(draft, action) {
+            draft.cardPolicyStats = action.payload;
+        },
+        /**
+         * Kick off the `POST /cards/1.0/policy-documents/extract` request.
+         *
+         * Synchronously flips the sub-slice to `In-Progress` and captures the
+         * first uploaded file's name (used by the manual `CardPolicyCreatePage`
+         * to render the "Policy.pdf ×" pill once the request completes) so
+         * downstream callers don't have to keep their own file refs.
+         *
+         * The accompanying `extractPolicyDocumentEpic` listens for this action,
+         * POSTs multipart form-data to the cards micro-service, and dispatches
+         * either `updatePolicyDocumentExtractionSuccess` or
+         * `updatePolicyDocumentExtractionFailure`.
+         *
+         * Designed to be dispatched from both the manual create page and a
+         * future AI CFO composer/upload surface — selectors return a single
+         * source of truth.
+         */
+        extractPolicyDocument: {
+            reducer(draft, action) {
+                draft.policyDocumentExtraction.fetchState = 'In-Progress';
+                draft.policyDocumentExtraction.error = undefined;
+                draft.policyDocumentExtraction.extractedRules = undefined;
+                draft.policyDocumentExtraction.uploadedFileName =
+                    action.meta.uploadedFileName;
+            },
+            prepare(files) {
+                return {
+                    payload: { files },
+                    meta: { uploadedFileName: files[0]?.name },
+                };
+            },
+        },
+        updatePolicyDocumentExtractionSuccess(draft, action) {
+            draft.policyDocumentExtraction.fetchState = 'Completed';
+            draft.policyDocumentExtraction.error = undefined;
+            draft.policyDocumentExtraction.extractedRules =
+                (0, cardPolicyPayload_1.toExtractedCardPolicyRules)(action.payload);
+        },
+        updatePolicyDocumentExtractionFailure(draft, action) {
+            draft.policyDocumentExtraction.fetchState = 'Error';
+            draft.policyDocumentExtraction.error = action.payload;
+            draft.policyDocumentExtraction.extractedRules = undefined;
+        },
+        clearPolicyDocumentExtraction(draft) {
+            draft.policyDocumentExtraction = {
+                ...initialPolicyDocumentExtractionState,
+            };
+        },
+        /**
+         * Kick off `GET /accounting/1.0/vendors` (card-policy mode). When
+         * `searchString` is empty the BE returns the top vendors sorted by
+         * year-to-date spend; with a non-empty value it filters server-side.
+         *
+         * The accompanying `fetchCardPolicyVendorOptionsEpic` listens for
+         * this action, builds the `query` JSON (matching `fetchVendorsList`'s
+         * `view: "vendor_list"` shape) and dispatches success / failure.
+         *
+         * Designed to be dispatched from both the manual `CardPolicyCreate /
+         * EditScreen` (on mount + on every chip-picker keystroke, debounced)
+         * and the AI CFO interactive form's vendor step.
+         */
+        fetchCardPolicyVendorOptions: {
+            reducer(draft, action) {
+                draft.vendorSearch.fetchState = 'In-Progress';
+                draft.vendorSearch.searchString = action.payload.searchString;
+                draft.vendorSearch.error = undefined;
+            },
+            prepare(searchString) {
+                return { payload: { searchString: searchString ?? '' } };
+            },
+        },
+        updateCardPolicyVendorOptions(draft, action) {
+            // Drop rows with no usable name. The chip-picker keys vendors by
+            // `buildVendorChipId(name)` (in @zeniai/web-components), which calls
+            // `name.trim().toLowerCase()`. A null / undefined / whitespace-only
+            // name would either throw at render time or collapse every nameless
+            // row into a single colliding `vendor-` chip-id.
+            draft.vendorSearch.vendors = (action.payload.vendors ?? [])
+                .map(cardPolicyPayload_1.toCardPolicyVendorSearchOption)
+                .filter((vendor) => isUsableMerchantName(vendor.name));
+            draft.vendorSearch.fetchState = 'Completed';
+            draft.vendorSearch.error = undefined;
+        },
+        updateCardPolicyVendorOptionsFailure(draft, action) {
+            draft.vendorSearch.fetchState = 'Error';
+            draft.vendorSearch.error = action.payload;
+        },
+        clearCardPolicy(draft) {
+            Object.assign(draft, exports.initialState);
+        },
+    },
+});
+_a = cardPolicy.actions, exports.fetchCardPolicyMccCategories = _a.fetchCardPolicyMccCategories, exports.fetchCardPolicyVendorOptions = _a.fetchCardPolicyVendorOptions, exports.updateCardPolicyMccCategories = _a.updateCardPolicyMccCategories, exports.updateCardPolicyMccCategoriesFailure = _a.updateCardPolicyMccCategoriesFailure, exports.updateCardPolicyVendorOptions = _a.updateCardPolicyVendorOptions, exports.updateCardPolicyVendorOptionsFailure = _a.updateCardPolicyVendorOptionsFailure, exports.updateCreatedCardPolicyTemplate = _a.updateCreatedCardPolicyTemplate, exports.updateCardPolicyTemplates = _a.updateCardPolicyTemplates, exports.removeCardPolicyTemplate = _a.removeCardPolicyTemplate, exports.updateCardPolicyStats = _a.updateCardPolicyStats, exports.extractPolicyDocument = _a.extractPolicyDocument, exports.updatePolicyDocumentExtractionSuccess = _a.updatePolicyDocumentExtractionSuccess, exports.updatePolicyDocumentExtractionFailure = _a.updatePolicyDocumentExtractionFailure, exports.clearPolicyDocumentExtraction = _a.clearPolicyDocumentExtraction, exports.clearCardPolicy = _a.clearCardPolicy;
+exports.default = cardPolicy.reducer;

package/lib/entity/cardPolicy/cardPolicySelector.d.ts

@@ -0,0 +1,28 @@
+import { FetchState, ID } from '../../commonStateTypes/common';
+import { ZeniAPIStatus } from '../../responsePayload';
+import { CardPolicyState, CardPolicyStats, CardPolicyTemplate, CardPolicyVendorSearchEntry, ExtractedCardPolicyRules, MccCategory } from './cardPolicyState';
+export declare function getCardPolicyMccCategories(state: CardPolicyState): MccCategory[];
+export declare function getCardPolicyMccCategoriesFetchState(state: CardPolicyState): FetchState;
+export declare function getCardPolicyMccCategoriesError(state: CardPolicyState): ZeniAPIStatus | undefined;
+export declare function getCardPolicyTemplateById(state: CardPolicyState, templateId: ID): CardPolicyTemplate | undefined;
+export declare function getAllCardPolicyTemplates(state: CardPolicyState): CardPolicyTemplate[];
+/**
+ * Resolve an ordered list of `templateId`s against the entity store and
+ * return the corresponding `CardPolicyTemplate[]` in the same order.
+ * Missing IDs (e.g. stale local state during a refetch) are silently
+ * dropped. Pair with `getCardPolicyTemplateIds` from the view slice to
+ * render the Policy List page in server order.
+ */
+export declare function getCardPolicyTemplatesByIds(state: CardPolicyState, templateIds: ID[]): CardPolicyTemplate[];
+export declare function getCardPolicyStats(state: CardPolicyState): CardPolicyStats | undefined;
+export declare function getPolicyDocumentExtractionFetchState(state: CardPolicyState): FetchState;
+export declare function getPolicyDocumentExtractionError(state: CardPolicyState): ZeniAPIStatus | undefined;
+export declare function getExtractedCardPolicyRules(state: CardPolicyState): ExtractedCardPolicyRules | undefined;
+export declare function getUploadedPolicyDocumentFileName(state: CardPolicyState): string | undefined;
+export declare function getCardPolicySuggestedAllowMerchants(state: CardPolicyState): string[];
+export declare function getCardPolicySuggestedBlockMerchants(state: CardPolicyState): string[];
+export declare function getCardPolicySuggestedAllowCategories(state: CardPolicyState): MccCategory[];
+export declare function getCardPolicySuggestedBlockCategories(state: CardPolicyState): MccCategory[];
+export declare function getCardPolicyVendorSearchOptions(state: CardPolicyState): CardPolicyVendorSearchEntry[];
+export declare function getCardPolicyVendorSearchFetchState(state: CardPolicyState): FetchState;
+export declare function getCardPolicyVendorSearchString(state: CardPolicyState): string;

package/lib/entity/cardPolicy/cardPolicySelector.js

@@ -0,0 +1,86 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getCardPolicyMccCategories = getCardPolicyMccCategories;
+exports.getCardPolicyMccCategoriesFetchState = getCardPolicyMccCategoriesFetchState;
+exports.getCardPolicyMccCategoriesError = getCardPolicyMccCategoriesError;
+exports.getCardPolicyTemplateById = getCardPolicyTemplateById;
+exports.getAllCardPolicyTemplates = getAllCardPolicyTemplates;
+exports.getCardPolicyTemplatesByIds = getCardPolicyTemplatesByIds;
+exports.getCardPolicyStats = getCardPolicyStats;
+exports.getPolicyDocumentExtractionFetchState = getPolicyDocumentExtractionFetchState;
+exports.getPolicyDocumentExtractionError = getPolicyDocumentExtractionError;
+exports.getExtractedCardPolicyRules = getExtractedCardPolicyRules;
+exports.getUploadedPolicyDocumentFileName = getUploadedPolicyDocumentFileName;
+exports.getCardPolicySuggestedAllowMerchants = getCardPolicySuggestedAllowMerchants;
+exports.getCardPolicySuggestedBlockMerchants = getCardPolicySuggestedBlockMerchants;
+exports.getCardPolicySuggestedAllowCategories = getCardPolicySuggestedAllowCategories;
+exports.getCardPolicySuggestedBlockCategories = getCardPolicySuggestedBlockCategories;
+exports.getCardPolicyVendorSearchOptions = getCardPolicyVendorSearchOptions;
+exports.getCardPolicyVendorSearchFetchState = getCardPolicyVendorSearchFetchState;
+exports.getCardPolicyVendorSearchString = getCardPolicyVendorSearchString;
+function getCardPolicyMccCategories(state) {
+    return state.mccCategories;
+}
+function getCardPolicyMccCategoriesFetchState(state) {
+    return state.mccCategoriesFetchState;
+}
+function getCardPolicyMccCategoriesError(state) {
+    return state.mccCategoriesError;
+}
+function getCardPolicyTemplateById(state, templateId) {
+    return state.cardPolicyTemplateById[templateId];
+}
+function getAllCardPolicyTemplates(state) {
+    return Object.values(state.cardPolicyTemplateById);
+}
+/**
+ * Resolve an ordered list of `templateId`s against the entity store and
+ * return the corresponding `CardPolicyTemplate[]` in the same order.
+ * Missing IDs (e.g. stale local state during a refetch) are silently
+ * dropped. Pair with `getCardPolicyTemplateIds` from the view slice to
+ * render the Policy List page in server order.
+ */
+function getCardPolicyTemplatesByIds(state, templateIds) {
+    return templateIds
+        .map((id) => state.cardPolicyTemplateById[id])
+        .filter((template) => template != null);
+}
+function getCardPolicyStats(state) {
+    return state.cardPolicyStats;
+}
+// ── Policy document extraction ───────────────────────────────────────
+function getPolicyDocumentExtractionFetchState(state) {
+    return state.policyDocumentExtraction.fetchState;
+}
+function getPolicyDocumentExtractionError(state) {
+    return state.policyDocumentExtraction.error;
+}
+function getExtractedCardPolicyRules(state) {
+    return state.policyDocumentExtraction.extractedRules;
+}
+function getUploadedPolicyDocumentFileName(state) {
+    return state.policyDocumentExtraction.uploadedFileName;
+}
+// ── Suggested allow / block seeds (shipped alongside MCC categories) ─
+function getCardPolicySuggestedAllowMerchants(state) {
+    return state.suggestedAllowMerchants;
+}
+function getCardPolicySuggestedBlockMerchants(state) {
+    return state.suggestedBlockMerchants;
+}
+function getCardPolicySuggestedAllowCategories(state) {
+    return state.suggestedAllowCategories;
+}
+function getCardPolicySuggestedBlockCategories(state) {
+    return state.suggestedBlockCategories;
+}
+// ── Vendor search dropdown ───────────────────────────────────────────
+function getCardPolicyVendorSearchOptions(state) {
+    return state.vendorSearch.vendors;
+}
+function getCardPolicyVendorSearchFetchState(state) {
+    return state.vendorSearch.fetchState;
+}
+function getCardPolicyVendorSearchString(state) {
+    return state.vendorSearch.searchString;
+}