@zeniai/client-epic-state 5.0.65-betaRR6 → 5.0.65
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
- package/lib/entity/aiCfo/aiCfoPayload.d.ts +1 -168
- package/lib/entity/aiCfo/aiCfoReducer.js +2 -186
- package/lib/entity/aiCfo/aiCfoState.d.ts +4 -164
- package/lib/entity/aiCfo/aiCfoState.js +1 -10
- package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +0 -2
- package/lib/entity/tenant/clearAllEpic.d.ts +2 -6
- package/lib/entity/tenant/clearAllEpic.js +0 -8
- package/lib/epic.d.ts +1 -9
- package/lib/epic.js +1 -9
- package/lib/esm/entity/aiCfo/aiCfoReducer.js +3 -187
- package/lib/esm/entity/aiCfo/aiCfoState.js +0 -7
- package/lib/esm/entity/snackbar/snackbarTypes.js +0 -2
- package/lib/esm/entity/tenant/clearAllEpic.js +0 -8
- package/lib/esm/epic.js +1 -9
- package/lib/esm/index.js +3 -17
- package/lib/esm/reducer.js +0 -12
- package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
- package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -25
- package/lib/index.d.ts +3 -16
- package/lib/index.js +11 -99
- package/lib/reducer.d.ts +0 -12
- package/lib/reducer.js +0 -12
- package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
- package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +0 -7
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +1 -8
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
- package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.d.ts +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +2 -2
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +1 -1
- package/lib/view/onboardingView/cockpitView/types/onboardingCockpitViewTypes.d.ts +1 -1
- package/lib/view/people/peopleTypes.d.ts +1 -1
- package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +0 -14
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +1 -27
- package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
- package/package.json +1 -1
- package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +0 -176
- package/lib/entity/cardPolicy/cardPolicyPayload.js +0 -112
- package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +0 -13
- package/lib/entity/cardPolicy/cardPolicyReducer.js +0 -203
- package/lib/entity/cardPolicy/cardPolicySelector.d.ts +0 -28
- package/lib/entity/cardPolicy/cardPolicySelector.js +0 -86
- package/lib/entity/cardPolicy/cardPolicyState.d.ts +0 -172
- package/lib/entity/cardPolicy/cardPolicyState.js +0 -14
- package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +0 -18
- package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -54
- package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +0 -26
- package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -47
- package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +0 -101
- package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +0 -199
- package/lib/esm/entity/cardPolicy/cardPolicySelector.js +0 -66
- package/lib/esm/entity/cardPolicy/cardPolicyState.js +0 -9
- package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -50
- package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -43
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -70
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -22
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -56
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -49
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -42
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -72
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -21
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -56
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -50
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -6
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -34
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -25
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +0 -14
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -74
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +0 -21
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -28
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +0 -25
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -60
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +0 -18
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -53
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +0 -16
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -46
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +0 -15
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -76
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +0 -21
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -27
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -60
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +0 -12
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -54
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +0 -4
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -10
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +0 -15
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +0 -8
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -38
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +0 -15
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -29
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*
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* @see README.md in this directory for maintenance expectations.
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*/
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export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | '
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export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';
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lines?: string[] | null;
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y_format?: YFormatPayload;
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}
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export interface CardsCardOptionPayload {
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id: string;
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label: string;
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description?: string | null;
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}
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/**
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* Single AI-suggested card on the wire. The controller ships an array of
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* these mixing vendor and department entries; entries with
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* `is_suggested: true` seed step 1 of the form pre-checked, while entries
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* with `is_suggested: false` are available in the step-2 Card dropdown and
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* step-1 search but don't appear as initial rows.
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*/
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export interface SuggestedCardPayload {
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avg_spend: number;
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card_name: string;
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card_name_id: string;
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card_type: 'vendor' | 'department';
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credit_limit: number;
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is_suggested: boolean;
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owner_id: string;
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}
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/**
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* Discriminated payload for the AI Card Creation interactive form. The wire
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* format mirrors the FE-side `CardsCreationInitialData` field-for-field
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* (with snake_case field names converted to camelCase by the reducer).
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*
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* - `team-then-cards` (default): the AI suggests rows (vendors + departments);
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* user reviews them in step 1, then configures cards in step 2. The wire
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* format ships a flat `suggested_cards` array. Both suggested and
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* not-suggested entries are included; the reducer splits them into seed
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* rows vs. dropdown options. The legacy `team_rows` /
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* `suggested_owner_user_id_by_team_id` shape is also accepted for
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* backward compatibility with mocks and tests.
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* - `cards-only` (1-step): the AI has already chosen cards; user lands
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* directly on the editable card table for confirmation.
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*/
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export type CardsCreationInitialDataPayload = {
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card_options: CardsCardOptionPayload[];
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mode: 'team-then-cards';
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/**
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* Preferred wire format: flat list of vendor/department cards with an
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* `is_suggested` discriminator. The reducer derives `team_rows`,
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* `suggested_owner_user_id_by_team_id`, and the full `cardNameOptions`
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* universe from this single array.
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*/
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suggested_cards?: SuggestedCardPayload[];
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/**
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* Legacy/test shape — pre-shaped seed rows. Mutually exclusive with
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* `suggested_cards`; when both are present, `suggested_cards` wins.
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*/
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suggested_owner_user_id_by_team_id?: Record<string, string | null>;
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team_rows?: Array<{
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avg_monthly_spend: string;
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id: string;
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label: string;
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recommended_limit: string;
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card_kind?: 'vendor' | 'class' | null;
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recommended_limit_cadence?: string | null;
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}>;
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} | {
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card_options: CardsCardOptionPayload[];
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card_rows: Array<{
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card_option_id: string;
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id: string;
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* Optional team-derived display label rendered in the card cell
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* trigger (e.g. "Engineering"). Drives the row's first-letter avatar
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* in step 2.
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*/
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label?: string | null;
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recommended_limit?: number | null;
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suggested_owner_user_id?: string | null;
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}>;
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mode: 'cards-only';
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};
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/**
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* Vendor / category seed for the AI Card Policy interactive form.
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* `optional_code` carries the MCC (e.g. "6051") for category items; vendor
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* items omit it.
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*/
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export interface CardPolicyTagSeedPayload {
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id: string;
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is_selected: boolean;
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label: string;
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optional_code?: string | null;
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}
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export interface CardPolicyOwnerSeedPayload {
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display_name: string;
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user_id: string;
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role_label?: string | null;
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}
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export interface CardPolicyCardRowSeedPayload {
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card_name: string;
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id: string;
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is_checked: boolean;
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last4: string;
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limit_amount: number;
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owner: CardPolicyOwnerSeedPayload;
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utilization_amount: number;
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limit_cadence?: string | null;
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}
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export interface CardPolicyLimitRowSeedPayload {
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id: string;
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is_enabled: boolean;
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amount?: number | null;
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}
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/**
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* Suggested-policy seed for the 1-step `review-only` variant and Step 5 of
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* the `full-builder` variant. Each chip group is a flat list rendered inside
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* the expandable policy card; the FE classifies them visually via the
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* `chip_kind` discriminator.
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*/
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export interface CardPolicySuggestedPolicyChipPayload {
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chip_kind: 'positive' | 'negative' | 'avatar';
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id: string;
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label: string;
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}
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export interface CardPolicySuggestedPolicyChipGroupPayload {
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chips: CardPolicySuggestedPolicyChipPayload[];
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id: string;
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label: string;
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}
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export interface CardPolicySuggestedPolicyPayload {
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chip_groups: CardPolicySuggestedPolicyChipGroupPayload[];
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id: string;
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is_checked: boolean;
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name: string;
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}
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/**
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* Discriminated payload for the AI Card Policy interactive form. Mirrors
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* the FE-side `CardPolicyInitialData`.
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*
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* - `review-only` (1-step): AI auto-applied default rules; user sees only
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* the policy review.
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* - `full-builder` (5-step): vendors → categories → cards → limits →
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* review.
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* - `doc-upload` (3-step): upload → cards → review. Vendors / categories
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* / limits are filled in by the policy-document-extract API on the FE,
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* so the payload only carries `cards` (still user-picked) and any
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*/
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export type CardPolicyInitialDataPayload = {
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policy_kind: 'review-only';
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suggested_policies: CardPolicySuggestedPolicyPayload[];
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} | {
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cards: CardPolicyCardRowSeedPayload[];
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categories: CardPolicyTagSeedPayload[];
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default_limits: CardPolicyLimitRowSeedPayload[];
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policy_kind: 'full-builder';
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suggested_policies: CardPolicySuggestedPolicyPayload[];
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vendors: CardPolicyTagSeedPayload[];
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} | {
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cards: CardPolicyCardRowSeedPayload[];
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policy_kind: 'doc-upload';
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suggested_policies: CardPolicySuggestedPolicyPayload[];
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};
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/**
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* Discriminated visualization payload. The FE narrows on `form_type` and
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* casts `payload` to the matching shape.
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*/
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export type InteractiveFormVisualizationPayload = {
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form_type: 'cards_creation';
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export interface AiCfoVisualizationPayload {
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data: TableVisualizationPayload | ChartVisualizationPayload |
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type:
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data:
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};
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});
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const fromSuggestedCards = (suggestedCards, cardOptions) => {
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});
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const withUniqueIds = withSynthesizedIds(ordered);
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const teamRows = withUniqueIds
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.filter(({ card }) => card.is_suggested)
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recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
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}));
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.filter(({ card }) => card.is_suggested)
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.map(({ card, uniqueId }) => [uniqueId, card.owner_id]));
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const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
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kind: card.card_type === 'department' ? 'class' : 'vendor',
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label: card.card_name,
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}));
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return {
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cardOptions,
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cardNameOptions,
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|
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teamRows,
|
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};
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};
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/**
|
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|
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* `card_name_id`. If two cards in the same payload share the same
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* `card_name_id` is the literal `"vendor_uuid"`), fall back to a
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|
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* synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
|
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|
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* stays unique.
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*/
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|
-
const withSynthesizedIds = (cards) => {
|
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|
-
const seen = new Set();
|
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|
-
return cards.map((card, index) => {
|
|
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|
-
const preferred = card.card_name_id;
|
|
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|
-
if (preferred != null && preferred !== '' && !seen.has(preferred)) {
|
|
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|
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seen.add(preferred);
|
|
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|
-
return { card, uniqueId: preferred };
|
|
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|
-
}
|
|
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|
-
const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
|
|
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|
-
seen.add(synthesized);
|
|
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|
-
return { card, uniqueId: synthesized };
|
|
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|
-
});
|
|
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|
-
};
|
|
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|
-
const toCardPolicyInitialData = (payload) => {
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|
-
const suggestedPolicies = (payload.suggested_policies ?? []).map((policy) => ({
|
|
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|
-
id: policy.id,
|
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|
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isChecked: policy.is_checked,
|
|
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|
-
name: policy.name,
|
|
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|
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chipGroups: (policy.chip_groups ?? []).map((group) => ({
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|
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id: group.id,
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|
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label: group.label,
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|
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|
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chips: (group.chips ?? []).map((chip) => ({
|
|
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|
-
id: chip.id,
|
|
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|
-
label: chip.label,
|
|
282
|
-
chipKind: chip.chip_kind,
|
|
283
|
-
})),
|
|
284
|
-
})),
|
|
285
|
-
}));
|
|
286
|
-
if (payload.policy_kind === 'review-only') {
|
|
287
|
-
return {
|
|
288
|
-
policyKind: 'review-only',
|
|
289
|
-
suggestedPolicies,
|
|
290
|
-
};
|
|
291
|
-
}
|
|
292
|
-
const toCardRowSeed = (card) => ({
|
|
293
|
-
cardName: card.card_name,
|
|
294
|
-
id: card.id,
|
|
295
|
-
isChecked: card.is_checked,
|
|
296
|
-
last4: card.last4,
|
|
297
|
-
limitAmount: card.limit_amount,
|
|
298
|
-
limitCadence: card.limit_cadence ?? undefined,
|
|
299
|
-
owner: {
|
|
300
|
-
userId: card.owner.user_id,
|
|
301
|
-
displayName: card.owner.display_name,
|
|
302
|
-
roleLabel: card.owner.role_label ?? undefined,
|
|
303
|
-
},
|
|
304
|
-
utilizationAmount: card.utilization_amount,
|
|
305
|
-
});
|
|
306
|
-
if (payload.policy_kind === 'doc-upload') {
|
|
307
|
-
return {
|
|
308
|
-
policyKind: 'doc-upload',
|
|
309
|
-
suggestedPolicies,
|
|
310
|
-
cards: (payload.cards ?? []).map(toCardRowSeed),
|
|
311
|
-
};
|
|
312
|
-
}
|
|
313
|
-
return {
|
|
314
|
-
policyKind: 'full-builder',
|
|
315
|
-
suggestedPolicies,
|
|
316
|
-
vendors: (payload.vendors ?? []).map(toCardPolicyTagSeed),
|
|
317
|
-
categories: (payload.categories ?? []).map(toCardPolicyTagSeed),
|
|
318
|
-
cards: (payload.cards ?? []).map(toCardRowSeed),
|
|
319
|
-
defaultLimits: (payload.default_limits ?? []).map((row) => ({
|
|
320
|
-
id: row.id,
|
|
321
|
-
isEnabled: row.is_enabled,
|
|
322
|
-
amount: row.amount ?? undefined,
|
|
323
|
-
})),
|
|
324
|
-
};
|
|
325
|
-
};
|
|
326
|
-
const toCardPolicyTagSeed = (tag) => ({
|
|
327
|
-
id: tag.id,
|
|
328
|
-
isSelected: tag.is_selected,
|
|
329
|
-
label: tag.label,
|
|
330
|
-
optionalCode: tag.optional_code ?? undefined,
|
|
331
|
-
});
|
|
332
148
|
const toAiCfoVisualizationData = (data) => {
|
|
333
149
|
if ('x' in data && 'y' in data) {
|
|
334
150
|
// Normalize y to always be an array
|
|
@@ -9,13 +9,9 @@ export interface AiCfoAnswerParagraph {
|
|
|
9
9
|
}>;
|
|
10
10
|
}
|
|
11
11
|
export declare const ALL_AI_CFO_CHARTS_TYPES: readonly ["bar_chart", "pie_chart", "line_chart"];
|
|
12
|
-
export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table"
|
|
13
|
-
export declare const
|
|
14
|
-
export declare const
|
|
15
|
-
export declare const toInteractiveFormTypeStrict: (v: string) => "cards_creation" | "card_policy" | undefined;
|
|
16
|
-
export type InteractiveFormType = ReturnType<typeof toInteractiveFormType>;
|
|
17
|
-
export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form";
|
|
18
|
-
export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form" | undefined;
|
|
12
|
+
export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table"];
|
|
13
|
+
export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table";
|
|
14
|
+
export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | undefined;
|
|
19
15
|
export type AiCfoVisualizationType = ReturnType<typeof toAiCfoVisualizationType>;
|
|
20
16
|
export declare const toAiCfoChartType: (v: string) => "bar_chart" | "pie_chart" | "line_chart";
|
|
21
17
|
export declare const toAiCfoChartTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | undefined;
|
|
@@ -57,164 +53,8 @@ export interface ChartVisualization {
|
|
|
57
53
|
lines?: string[];
|
|
58
54
|
yFormat?: YFormat;
|
|
59
55
|
}
|
|
60
|
-
export interface CardsCardOption {
|
|
61
|
-
id: string;
|
|
62
|
-
label: string;
|
|
63
|
-
description?: string;
|
|
64
|
-
}
|
|
65
|
-
/**
|
|
66
|
-
* Card kind for AI Card Creation rows. `vendor` = vendor-bound card,
|
|
67
|
-
* `class` = department-scoped card. The wire format ships `department`;
|
|
68
|
-
* the reducer maps it to `class` (the FE-side term for accounting class /
|
|
69
|
-
* department) so it lines up with the rest of the codebase.
|
|
70
|
-
*/
|
|
71
|
-
export type CardsCardKind = 'vendor' | 'class';
|
|
72
|
-
/**
|
|
73
|
-
* Single entry in the unified vendor + department dropdown universe shipped
|
|
74
|
-
* by the AI controller for the `team-then-cards` flow. Powers both the
|
|
75
|
-
* step-2 Card cell dropdown (filtered to entries with matching `kind`) and
|
|
76
|
-
* the step-1 "Add something else" search (no kind filter — user can add
|
|
77
|
-
* either).
|
|
78
|
-
*/
|
|
79
|
-
export interface CardNameOption {
|
|
80
|
-
id: string;
|
|
81
|
-
kind: CardsCardKind;
|
|
82
|
-
label: string;
|
|
83
|
-
}
|
|
84
|
-
/**
|
|
85
|
-
* Initial data for the AI Card Creation interactive form. Discriminated on
|
|
86
|
-
* `mode`:
|
|
87
|
-
*
|
|
88
|
-
* - `team-then-cards` (default): AI suggests rows (mix of vendors +
|
|
89
|
-
* departments); user reviews them in step 1, then configures one card per
|
|
90
|
-
* row in step 2. `cardNameOptions` is the full universe (suggested +
|
|
91
|
-
* not-suggested) used to populate the dropdown / search.
|
|
92
|
-
* - `cards-only` (1-step): AI has already chosen cards; user lands directly
|
|
93
|
-
* on the editable card table for confirmation.
|
|
94
|
-
*/
|
|
95
|
-
export type CardsCreationInitialData = {
|
|
96
|
-
cardNameOptions: CardNameOption[];
|
|
97
|
-
cardOptions: CardsCardOption[];
|
|
98
|
-
mode: 'team-then-cards';
|
|
99
|
-
/**
|
|
100
|
-
* Map of `teamRow.id` -> suggested owner `userId`. Resolved against
|
|
101
|
-
* `allUsers` (sourced from the tenant) at render time.
|
|
102
|
-
*/
|
|
103
|
-
suggestedOwnerUserIdByTeamId: Record<string, ID | undefined>;
|
|
104
|
-
teamRows: Array<{
|
|
105
|
-
avgMonthlySpend: string;
|
|
106
|
-
cardKind: CardsCardKind;
|
|
107
|
-
id: string;
|
|
108
|
-
label: string;
|
|
109
|
-
recommendedLimit: string;
|
|
110
|
-
recommendedLimitCadence?: string;
|
|
111
|
-
}>;
|
|
112
|
-
} | {
|
|
113
|
-
cardOptions: CardsCardOption[];
|
|
114
|
-
cardRows: Array<{
|
|
115
|
-
cardOptionId: string;
|
|
116
|
-
id: string;
|
|
117
|
-
/**
|
|
118
|
-
* Optional team-derived display label rendered in the card cell
|
|
119
|
-
* trigger (e.g. "Engineering"). Drives the row's first-letter avatar
|
|
120
|
-
* in step 2.
|
|
121
|
-
*/
|
|
122
|
-
label?: string;
|
|
123
|
-
recommendedLimit?: number;
|
|
124
|
-
suggestedOwnerUserId?: ID;
|
|
125
|
-
}>;
|
|
126
|
-
mode: 'cards-only';
|
|
127
|
-
};
|
|
128
|
-
/**
|
|
129
|
-
* Vendor / category seed for the AI Card Policy interactive form.
|
|
130
|
-
* `optionalCode` carries the MCC (e.g. "6051") for category items; vendor
|
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export interface CardPolicySuggestedPolicy {
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policyKind: 'review-only';
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suggestedPolicies: CardPolicySuggestedPolicy[];
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} | {
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cards: CardPolicyCardRowSeed[];
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categories: CardPolicyTagSeed[];
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defaultLimits: CardPolicyLimitRowSeed[];
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policyKind: 'full-builder';
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suggestedPolicies: CardPolicySuggestedPolicy[];
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vendors: CardPolicyTagSeed[];
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/**
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*/
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export type InteractiveFormVisualization = {
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payload: CardsCreationInitialData;
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data: TableVisualization | ChartVisualization
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data: TableVisualization | ChartVisualization;
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export declare const toMessageSender: (v: string) => "user" | "agent";
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@@ -1,6 +1,6 @@
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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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.
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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;
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const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
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exports.ALL_AI_CFO_CHARTS_TYPES = [
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'bar_chart',
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@@ -10,16 +10,7 @@ exports.ALL_AI_CFO_CHARTS_TYPES = [
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exports.ALL_AI_CFO_VISUALIZATION_TYPES = [
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...exports.ALL_AI_CFO_CHARTS_TYPES,
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'table',
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'interactive_form',
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exports.ALL_INTERACTIVE_FORM_TYPES = [
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'card_policy',
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];
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const toInteractiveFormType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
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exports.toInteractiveFormType = toInteractiveFormType;
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const toInteractiveFormTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
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exports.toInteractiveFormTypeStrict = toInteractiveFormTypeStrict;
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const toAiCfoVisualizationType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
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exports.toAiCfoVisualizationType = toAiCfoVisualizationType;
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const toAiCfoVisualizationTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
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@@ -10,7 +10,7 @@ export declare const ALL_SCHEDULES_TYPES: readonly ["prepaid_expenses", "fixed_a
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export declare const toScheduleTypesType: (v: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue";
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export type ScheduleTypes = ReturnType<typeof toScheduleTypesType>;
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export declare const toScheduleTypesTypeStrict: (v?: string) => "prepaid_expenses" | "fixed_assets" | "accrued_expenses" | "deferred_revenue" | undefined;
|
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|
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export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "
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|
+
export declare const toScheduleJournalEntryStatusCodeType: (v: string) => "pending" | "posted" | "unknown" | "canceled" | "recorded";
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export type ScheduleJournalEntryStatusCodeType = ReturnType<typeof toScheduleJournalEntryStatusCodeType>;
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export declare const toScheduleStatusCodeType: (v: string) => "completed" | "draft" | "new" | "ongoing" | "marked_as_completed";
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export type ScheduleStatusCodeType = ReturnType<typeof toScheduleStatusCodeType>;
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@@ -3,7 +3,7 @@ import { MonthYearPeriod, MonthYearPeriodId } from '../../commonStateTypes/timeP
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import { ExpenseAutomationViewType } from '../../view/expenseAutomationView/expenseAutomationViewState';
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import { ZeniDate } from '../../zeniDayJS';
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export declare const ALL_MONTH_END_CLOSE_CHECKS_FREQUENCY: readonly ["Weekly", "Monthly"];
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|
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|
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export declare const toMonthEndCloseCheckFrequency: (v?: string) => "
|
|
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|
+
export declare const toMonthEndCloseCheckFrequency: (v?: string) => "Weekly" | "Monthly";
|
|
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export type MonthEndCloseCheckFrequency = NonNullable<ReturnType<typeof toMonthEndCloseCheckFrequency>>;
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export interface MonthCloseCheckMetrics {
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columnIndex: number;
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@@ -1,4 +1,4 @@
|
|
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1
|
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export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "
|
|
1
|
+
export declare const toSnackbarMessageSection: (v: string) => "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron";
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export type SnackbarMessageSections = ReturnType<typeof toSnackbarMessageSection>;
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export declare const toSnackbarMessageSectionTexts: (v: string) => "notification" | "failed" | "success";
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4
|
export type SnackbarMessageSectionTexts = ReturnType<typeof toSnackbarMessageSectionTexts>;
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@@ -98,8 +98,6 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
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'charge_card_resend_invite',
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'charge_card_revoke_invite',
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|
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'card_policy_created',
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'close_charge_card',
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