@zeniai/client-epic-state 5.0.65-betaRR6 → 5.0.65

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Files changed (106) hide show
  1. package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
  2. package/lib/entity/aiCfo/aiCfoPayload.d.ts +1 -168
  3. package/lib/entity/aiCfo/aiCfoReducer.js +2 -186
  4. package/lib/entity/aiCfo/aiCfoState.d.ts +4 -164
  5. package/lib/entity/aiCfo/aiCfoState.js +1 -10
  6. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
  7. package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
  8. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  9. package/lib/entity/snackbar/snackbarTypes.js +0 -2
  10. package/lib/entity/tenant/clearAllEpic.d.ts +2 -6
  11. package/lib/entity/tenant/clearAllEpic.js +0 -8
  12. package/lib/epic.d.ts +1 -9
  13. package/lib/epic.js +1 -9
  14. package/lib/esm/entity/aiCfo/aiCfoReducer.js +3 -187
  15. package/lib/esm/entity/aiCfo/aiCfoState.js +0 -7
  16. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -2
  17. package/lib/esm/entity/tenant/clearAllEpic.js +0 -8
  18. package/lib/esm/epic.js +1 -9
  19. package/lib/esm/index.js +3 -17
  20. package/lib/esm/reducer.js +0 -12
  21. package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
  22. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -25
  23. package/lib/index.d.ts +3 -16
  24. package/lib/index.js +11 -99
  25. package/lib/reducer.d.ts +0 -12
  26. package/lib/reducer.js +0 -12
  27. package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
  28. package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +0 -7
  29. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +1 -8
  30. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
  31. package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.d.ts +1 -1
  32. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  33. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +1 -1
  34. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +2 -2
  35. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +1 -1
  36. package/lib/view/onboardingView/cockpitView/types/onboardingCockpitViewTypes.d.ts +1 -1
  37. package/lib/view/people/peopleTypes.d.ts +1 -1
  38. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  39. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
  40. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +0 -14
  41. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +1 -27
  42. package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
  43. package/package.json +1 -1
  44. package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +0 -176
  45. package/lib/entity/cardPolicy/cardPolicyPayload.js +0 -112
  46. package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +0 -13
  47. package/lib/entity/cardPolicy/cardPolicyReducer.js +0 -203
  48. package/lib/entity/cardPolicy/cardPolicySelector.d.ts +0 -28
  49. package/lib/entity/cardPolicy/cardPolicySelector.js +0 -86
  50. package/lib/entity/cardPolicy/cardPolicyState.d.ts +0 -172
  51. package/lib/entity/cardPolicy/cardPolicyState.js +0 -14
  52. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +0 -18
  53. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -54
  54. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +0 -26
  55. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -47
  56. package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +0 -101
  57. package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +0 -199
  58. package/lib/esm/entity/cardPolicy/cardPolicySelector.js +0 -66
  59. package/lib/esm/entity/cardPolicy/cardPolicyState.js +0 -9
  60. package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -50
  61. package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -43
  62. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -70
  63. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -22
  64. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -1
  65. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -56
  66. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -49
  67. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -42
  68. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -72
  69. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -21
  70. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -1
  71. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -56
  72. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -50
  73. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -6
  74. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -1
  75. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -34
  76. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -25
  77. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +0 -14
  78. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -74
  79. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +0 -21
  80. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -28
  81. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +0 -25
  82. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -2
  83. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +0 -19
  84. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -60
  85. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +0 -18
  86. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -53
  87. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +0 -16
  88. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -46
  89. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +0 -15
  90. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -76
  91. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +0 -21
  92. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -27
  93. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +0 -19
  94. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -2
  95. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +0 -19
  96. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -60
  97. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +0 -12
  98. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -54
  99. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +0 -4
  100. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -10
  101. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +0 -15
  102. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -2
  103. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +0 -8
  104. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -38
  105. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +0 -15
  106. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -29
@@ -1,101 +0,0 @@
1
- import { date } from '../../zeniDayJS';
2
- import { toCardPolicyTemplateMode, toCardPolicyTemplateStatus, } from './cardPolicyState';
3
- export const toMccCategory = (payload) => ({
4
- count: payload.count,
5
- mccCodes: payload.mcc_codes ?? [],
6
- name: payload.name,
7
- });
8
- export const toCardPolicyVendorSearchOption = (payload) => ({
9
- vendorId: payload.vendor_id,
10
- name: payload.vendor_name,
11
- });
12
- export const toCardPolicyStats = (payload) => ({
13
- activePolicies: payload.active_policies,
14
- totalCards: payload.total_cards,
15
- totalTemplates: payload.total_templates,
16
- });
17
- export const toCardPolicyTemplateList = (data) => (data.templates ?? []).map((row) => toCardPolicyTemplate(row.data.template));
18
- const toCardPolicyTemplateEntityList = (payload) => ({
19
- categoryCodes: payload.category_codes ?? [],
20
- merchantNames: payload.merchant_names ?? [],
21
- });
22
- export const toCardPolicyTemplate = (payload) => ({
23
- allowedEntity: toCardPolicyTemplateEntityList(payload.allowed_entity),
24
- appliedCards: payload.applied_cards ?? [],
25
- blockedEntity: toCardPolicyTemplateEntityList(payload.blocked_entity),
26
- cardsCount: payload.cards_count,
27
- categoryRestrictions: payload.category_restrictions ?? [],
28
- createdAt: date(payload.created_at),
29
- createdBy: payload.created_by,
30
- description: payload.description,
31
- mode: toCardPolicyTemplateMode(payload.mode),
32
- name: payload.name,
33
- requiredReceiptThreshold: payload.required_receipt_threshold,
34
- spendLimits: {
35
- transaction: payload.spend_limits.transaction,
36
- },
37
- status: toCardPolicyTemplateStatus(payload.status),
38
- templateId: payload.template_id,
39
- tenantId: payload.tenant_id,
40
- updatedAt: date(payload.updated_at),
41
- });
42
- /**
43
- * Re-shape a camelCase create request into the snake_case wire body.
44
- * Used by the epic at request time.
45
- */
46
- export const toCreateCardPolicyTemplateRequestBody = (request) => ({
47
- allowed_entity: {
48
- category_codes: request.allowedEntity.categoryCodes,
49
- merchant_names: request.allowedEntity.merchantNames,
50
- },
51
- apply_to_cards: request.applyToCards,
52
- blocked_entity: {
53
- category_codes: request.blockedEntity.categoryCodes,
54
- merchant_names: request.blockedEntity.merchantNames,
55
- },
56
- description: request.description,
57
- mode: request.mode ?? 'strict',
58
- name: request.name,
59
- required_receipt_threshold: request.requiredReceiptThreshold,
60
- spend_limits: {
61
- transaction: request.spendLimits.transaction,
62
- },
63
- });
64
- // Update body uses the exact same wire shape as create — the PUT
65
- // endpoint is a full replace.
66
- export const toUpdateCardPolicyTemplateRequestBody = toCreateCardPolicyTemplateRequestBody;
67
- /**
68
- * Seed an edit-form draft (`CreateCardPolicyTemplateRequest`) from an
69
- * existing camelCased `CardPolicyTemplate`. Used by the detail-fetch
70
- * epic so the edit page can render with the saved values pre-populated.
71
- */
72
- export const toCardPolicyEditFormDraft = (template) => ({
73
- allowedEntity: {
74
- categoryCodes: [...template.allowedEntity.categoryCodes],
75
- merchantNames: [...template.allowedEntity.merchantNames],
76
- },
77
- applyToCards: [...template.appliedCards],
78
- blockedEntity: {
79
- categoryCodes: [...template.blockedEntity.categoryCodes],
80
- merchantNames: [...template.blockedEntity.merchantNames],
81
- },
82
- description: template.description,
83
- mode: template.mode,
84
- name: template.name,
85
- requiredReceiptThreshold: template.requiredReceiptThreshold,
86
- spendLimits: { transaction: template.spendLimits.transaction },
87
- });
88
- export const toExtractedCardPolicyRules = (payload) => ({
89
- allowedEntity: {
90
- categoryCodes: payload.allowed_entity?.category_codes ?? [],
91
- merchantNames: payload.allowed_entity?.merchant_names ?? [],
92
- },
93
- blockedEntity: {
94
- categoryCodes: payload.blocked_entity?.category_codes ?? [],
95
- merchantNames: payload.blocked_entity?.merchant_names ?? [],
96
- },
97
- confidenceScore: payload.confidence_score,
98
- policyName: payload.policy_name,
99
- requiredReceiptThreshold: payload.required_receipt_threshold,
100
- transactionLimit: payload.transaction_limit,
101
- });
@@ -1,199 +0,0 @@
1
- import { createSlice } from '@reduxjs/toolkit';
2
- import { toCardPolicyTemplate, toCardPolicyVendorSearchOption, toExtractedCardPolicyRules, toMccCategory, } from './cardPolicyPayload';
3
- /**
4
- * Defensive predicate for vendor / merchant names that flow into
5
- * `buildVendorChipId(name)` (in `@zeniai/web-components`). That helper
6
- * calls `name.trim().toLowerCase()`, so a null / undefined / whitespace-
7
- * only value would throw at render time, and an empty string would
8
- * collapse every nameless row into a single colliding `vendor-` chip-id.
9
- * Used at the redux ingestion boundary for both the vendor-search results
10
- * and the BE-suggested merchant seed arrays.
11
- */
12
- const isUsableMerchantName = (name) => typeof name === 'string' && name.trim() !== '';
13
- const initialPolicyDocumentExtractionState = {
14
- fetchState: 'Not-Started',
15
- error: undefined,
16
- extractedRules: undefined,
17
- uploadedFileName: undefined,
18
- };
19
- const initialVendorSearchState = {
20
- fetchState: 'Not-Started',
21
- searchString: '',
22
- vendors: [],
23
- error: undefined,
24
- };
25
- export const initialState = {
26
- cardPolicyTemplateById: {},
27
- mccCategories: [],
28
- mccCategoriesError: undefined,
29
- mccCategoriesFetchState: 'Not-Started',
30
- policyDocumentExtraction: initialPolicyDocumentExtractionState,
31
- suggestedAllowCategories: [],
32
- suggestedAllowMerchants: [],
33
- suggestedBlockCategories: [],
34
- suggestedBlockMerchants: [],
35
- vendorSearch: initialVendorSearchState,
36
- cardPolicyStats: undefined,
37
- };
38
- const cardPolicy = createSlice({
39
- name: 'cardPolicy',
40
- initialState,
41
- reducers: {
42
- fetchCardPolicyMccCategories(draft) {
43
- draft.mccCategoriesFetchState = 'In-Progress';
44
- draft.mccCategoriesError = undefined;
45
- },
46
- updateCardPolicyMccCategories(draft, action) {
47
- draft.mccCategories = (action.payload.categories ?? []).map(toMccCategory);
48
- // Persist BE-suggested allow / block seeds alongside the universe.
49
- // Both flows (manual create page + AI CFO interactive form) read
50
- // these to pre-populate the chip cloud body before the user edits.
51
- // Drop empty / nullish merchant names defensively — they feed
52
- // `buildVendorChipId(name)` (in @zeniai/web-components) which calls
53
- // `.trim().toLowerCase()` and would crash the chip-picker render
54
- // path if any entry slipped through as undefined / "".
55
- draft.suggestedAllowMerchants = (action.payload.suggested_allow_merchants ?? []).filter(isUsableMerchantName);
56
- draft.suggestedBlockMerchants = (action.payload.suggested_block_merchants ?? []).filter(isUsableMerchantName);
57
- draft.suggestedAllowCategories = (action.payload.suggested_allow_catagories ?? []).map(toMccCategory);
58
- draft.suggestedBlockCategories = (action.payload.suggested_block_catagories ?? []).map(toMccCategory);
59
- draft.mccCategoriesFetchState = 'Completed';
60
- draft.mccCategoriesError = undefined;
61
- },
62
- updateCardPolicyMccCategoriesFailure(draft, action) {
63
- draft.mccCategoriesFetchState = 'Error';
64
- draft.mccCategoriesError = action.payload;
65
- },
66
- /**
67
- * Store a newly-created (or refreshed) card-policy template keyed by
68
- * `templateId`. Dispatched by the create / list / get epics; consumed
69
- * by both manual and AI-CFO policy flows via `getCardPolicyTemplateById`.
70
- */
71
- updateCreatedCardPolicyTemplate(draft, action) {
72
- const template = toCardPolicyTemplate(action.payload);
73
- draft.cardPolicyTemplateById[template.templateId] = template;
74
- },
75
- /**
76
- * Replace the entity store's `cardPolicyTemplateById` map with the
77
- * full list returned by the templates-list endpoint. Full replace is
78
- * intentional — templates that no longer exist on the server should be
79
- * dropped from local state too. The view slice keeps the server-order
80
- * ID list separately for stable list rendering.
81
- */
82
- updateCardPolicyTemplates(draft, action) {
83
- const byId = {};
84
- for (const template of action.payload) {
85
- byId[template.templateId] = template;
86
- }
87
- draft.cardPolicyTemplateById = byId;
88
- },
89
- /**
90
- * Drop a single template from the entity map. Dispatched by the
91
- * archive (DELETE) epic on success; also usable by any future flow
92
- * that needs to evict a template (e.g. AI-CFO rejection).
93
- */
94
- removeCardPolicyTemplate(draft, action) {
95
- delete draft.cardPolicyTemplateById[action.payload];
96
- },
97
- /**
98
- * Replace the tenant-wide policy stats. Dispatched alongside
99
- * `updateCardPolicyTemplates` from the list epic, but lives on the
100
- * entity slice so any consumer can read it without re-fetching the
101
- * list.
102
- */
103
- updateCardPolicyStats(draft, action) {
104
- draft.cardPolicyStats = action.payload;
105
- },
106
- /**
107
- * Kick off the `POST /cards/1.0/policy-documents/extract` request.
108
- *
109
- * Synchronously flips the sub-slice to `In-Progress` and captures the
110
- * first uploaded file's name (used by the manual `CardPolicyCreatePage`
111
- * to render the "Policy.pdf ×" pill once the request completes) so
112
- * downstream callers don't have to keep their own file refs.
113
- *
114
- * The accompanying `extractPolicyDocumentEpic` listens for this action,
115
- * POSTs multipart form-data to the cards micro-service, and dispatches
116
- * either `updatePolicyDocumentExtractionSuccess` or
117
- * `updatePolicyDocumentExtractionFailure`.
118
- *
119
- * Designed to be dispatched from both the manual create page and a
120
- * future AI CFO composer/upload surface — selectors return a single
121
- * source of truth.
122
- */
123
- extractPolicyDocument: {
124
- reducer(draft, action) {
125
- draft.policyDocumentExtraction.fetchState = 'In-Progress';
126
- draft.policyDocumentExtraction.error = undefined;
127
- draft.policyDocumentExtraction.extractedRules = undefined;
128
- draft.policyDocumentExtraction.uploadedFileName =
129
- action.meta.uploadedFileName;
130
- },
131
- prepare(files) {
132
- return {
133
- payload: { files },
134
- meta: { uploadedFileName: files[0]?.name },
135
- };
136
- },
137
- },
138
- updatePolicyDocumentExtractionSuccess(draft, action) {
139
- draft.policyDocumentExtraction.fetchState = 'Completed';
140
- draft.policyDocumentExtraction.error = undefined;
141
- draft.policyDocumentExtraction.extractedRules =
142
- toExtractedCardPolicyRules(action.payload);
143
- },
144
- updatePolicyDocumentExtractionFailure(draft, action) {
145
- draft.policyDocumentExtraction.fetchState = 'Error';
146
- draft.policyDocumentExtraction.error = action.payload;
147
- draft.policyDocumentExtraction.extractedRules = undefined;
148
- },
149
- clearPolicyDocumentExtraction(draft) {
150
- draft.policyDocumentExtraction = {
151
- ...initialPolicyDocumentExtractionState,
152
- };
153
- },
154
- /**
155
- * Kick off `GET /accounting/1.0/vendors` (card-policy mode). When
156
- * `searchString` is empty the BE returns the top vendors sorted by
157
- * year-to-date spend; with a non-empty value it filters server-side.
158
- *
159
- * The accompanying `fetchCardPolicyVendorOptionsEpic` listens for
160
- * this action, builds the `query` JSON (matching `fetchVendorsList`'s
161
- * `view: "vendor_list"` shape) and dispatches success / failure.
162
- *
163
- * Designed to be dispatched from both the manual `CardPolicyCreate /
164
- * EditScreen` (on mount + on every chip-picker keystroke, debounced)
165
- * and the AI CFO interactive form's vendor step.
166
- */
167
- fetchCardPolicyVendorOptions: {
168
- reducer(draft, action) {
169
- draft.vendorSearch.fetchState = 'In-Progress';
170
- draft.vendorSearch.searchString = action.payload.searchString;
171
- draft.vendorSearch.error = undefined;
172
- },
173
- prepare(searchString) {
174
- return { payload: { searchString: searchString ?? '' } };
175
- },
176
- },
177
- updateCardPolicyVendorOptions(draft, action) {
178
- // Drop rows with no usable name. The chip-picker keys vendors by
179
- // `buildVendorChipId(name)` (in @zeniai/web-components), which calls
180
- // `name.trim().toLowerCase()`. A null / undefined / whitespace-only
181
- // name would either throw at render time or collapse every nameless
182
- // row into a single colliding `vendor-` chip-id.
183
- draft.vendorSearch.vendors = (action.payload.vendors ?? [])
184
- .map(toCardPolicyVendorSearchOption)
185
- .filter((vendor) => isUsableMerchantName(vendor.name));
186
- draft.vendorSearch.fetchState = 'Completed';
187
- draft.vendorSearch.error = undefined;
188
- },
189
- updateCardPolicyVendorOptionsFailure(draft, action) {
190
- draft.vendorSearch.fetchState = 'Error';
191
- draft.vendorSearch.error = action.payload;
192
- },
193
- clearCardPolicy(draft) {
194
- Object.assign(draft, initialState);
195
- },
196
- },
197
- });
198
- export const { fetchCardPolicyMccCategories, fetchCardPolicyVendorOptions, updateCardPolicyMccCategories, updateCardPolicyMccCategoriesFailure, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, updateCreatedCardPolicyTemplate, updateCardPolicyTemplates, removeCardPolicyTemplate, updateCardPolicyStats, extractPolicyDocument, updatePolicyDocumentExtractionSuccess, updatePolicyDocumentExtractionFailure, clearPolicyDocumentExtraction, clearCardPolicy, } = cardPolicy.actions;
199
- export default cardPolicy.reducer;
@@ -1,66 +0,0 @@
1
- export function getCardPolicyMccCategories(state) {
2
- return state.mccCategories;
3
- }
4
- export function getCardPolicyMccCategoriesFetchState(state) {
5
- return state.mccCategoriesFetchState;
6
- }
7
- export function getCardPolicyMccCategoriesError(state) {
8
- return state.mccCategoriesError;
9
- }
10
- export function getCardPolicyTemplateById(state, templateId) {
11
- return state.cardPolicyTemplateById[templateId];
12
- }
13
- export function getAllCardPolicyTemplates(state) {
14
- return Object.values(state.cardPolicyTemplateById);
15
- }
16
- /**
17
- * Resolve an ordered list of `templateId`s against the entity store and
18
- * return the corresponding `CardPolicyTemplate[]` in the same order.
19
- * Missing IDs (e.g. stale local state during a refetch) are silently
20
- * dropped. Pair with `getCardPolicyTemplateIds` from the view slice to
21
- * render the Policy List page in server order.
22
- */
23
- export function getCardPolicyTemplatesByIds(state, templateIds) {
24
- return templateIds
25
- .map((id) => state.cardPolicyTemplateById[id])
26
- .filter((template) => template != null);
27
- }
28
- export function getCardPolicyStats(state) {
29
- return state.cardPolicyStats;
30
- }
31
- // ── Policy document extraction ───────────────────────────────────────
32
- export function getPolicyDocumentExtractionFetchState(state) {
33
- return state.policyDocumentExtraction.fetchState;
34
- }
35
- export function getPolicyDocumentExtractionError(state) {
36
- return state.policyDocumentExtraction.error;
37
- }
38
- export function getExtractedCardPolicyRules(state) {
39
- return state.policyDocumentExtraction.extractedRules;
40
- }
41
- export function getUploadedPolicyDocumentFileName(state) {
42
- return state.policyDocumentExtraction.uploadedFileName;
43
- }
44
- // ── Suggested allow / block seeds (shipped alongside MCC categories) ─
45
- export function getCardPolicySuggestedAllowMerchants(state) {
46
- return state.suggestedAllowMerchants;
47
- }
48
- export function getCardPolicySuggestedBlockMerchants(state) {
49
- return state.suggestedBlockMerchants;
50
- }
51
- export function getCardPolicySuggestedAllowCategories(state) {
52
- return state.suggestedAllowCategories;
53
- }
54
- export function getCardPolicySuggestedBlockCategories(state) {
55
- return state.suggestedBlockCategories;
56
- }
57
- // ── Vendor search dropdown ───────────────────────────────────────────
58
- export function getCardPolicyVendorSearchOptions(state) {
59
- return state.vendorSearch.vendors;
60
- }
61
- export function getCardPolicyVendorSearchFetchState(state) {
62
- return state.vendorSearch.fetchState;
63
- }
64
- export function getCardPolicyVendorSearchString(state) {
65
- return state.vendorSearch.searchString;
66
- }
@@ -1,9 +0,0 @@
1
- import { stringToUnion } from '../../commonStateTypes/stringToUnion';
2
- export const ALL_CARD_POLICY_TEMPLATE_MODES = ['strict', 'flexible'];
3
- export const toCardPolicyTemplateMode = (v) => stringToUnion(v, ALL_CARD_POLICY_TEMPLATE_MODES);
4
- export const ALL_CARD_POLICY_TEMPLATE_STATUSES = [
5
- 'active',
6
- 'inactive',
7
- 'archived',
8
- ];
9
- export const toCardPolicyTemplateStatus = (v) => stringToUnion(v, ALL_CARD_POLICY_TEMPLATE_STATUSES);
@@ -1,50 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, mergeMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessStatus } from '../../responsePayload';
4
- import { extractPolicyDocument, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess, } from './cardPolicyReducer';
5
- /**
6
- * Build a multipart `FormData` body for `POST /cards/1.0/policy-documents/extract`.
7
- *
8
- * Uses the same `attachment_file_<i>` / `attachment_json_<i>` field-naming
9
- * convention as the charge-card receipt upload (`uploadReceipts.ts` in
10
- * `web-components`) so backends that already support that wire shape
11
- * accept this endpoint without bespoke parsing.
12
- */
13
- const buildPolicyDocumentFormData = (files) => {
14
- const data = new FormData();
15
- files.forEach((file, index) => {
16
- data.append(`attachment_file_${index}`, file);
17
- const attachmentJson = JSON.stringify({
18
- file_name: file.name,
19
- content_type: file.type,
20
- size: file.size,
21
- });
22
- data.append(`attachment_json_${index}`, attachmentJson);
23
- });
24
- return data;
25
- };
26
- /**
27
- * Listens for `extractPolicyDocument`, POSTs the file(s) as multipart
28
- * form-data to the cards micro-service's policy-document extract endpoint,
29
- * and dispatches success / failure into the entity slice.
30
- *
31
- * Consumed by:
32
- * - Manual `CardPolicyCreatePage` (read result via
33
- * `getExtractedCardPolicyRules` then pre-fill the RHF form via
34
- * `applyExtractedPolicyRulesToFormValues` from `@zeniai/web-components`).
35
- * - (Future) AI CFO upload surface — same action + selector contract.
36
- */
37
- export const extractPolicyDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(extractPolicyDocument.match), mergeMap((action) => {
38
- const formData = buildPolicyDocumentFormData(action.payload.files);
39
- return zeniAPI
40
- .postFormData(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/policy-documents/extract`, formData)
41
- .pipe(mergeMap((response) => {
42
- if (isSuccessStatus(response) &&
43
- response.data != null &&
44
- response.data.extracted_rules != null) {
45
- return of(updatePolicyDocumentExtractionSuccess(response.data.extracted_rules));
46
- }
47
- return of(updatePolicyDocumentExtractionFailure(response.status));
48
- }), catchError((error) => of(updatePolicyDocumentExtractionFailure(createZeniAPIStatus('Unexpected Error', 'Extract card-policy document REST API call errored out' +
49
- JSON.stringify(error))))));
50
- }));
@@ -1,43 +0,0 @@
1
- import { of } from 'rxjs';
2
- import { catchError, filter, switchMap } from 'rxjs/operators';
3
- import { createZeniAPIStatus, isSuccessStatus } from '../../responsePayload';
4
- import { fetchCardPolicyVendorOptions, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, } from './cardPolicyReducer';
5
- const buildQuery = (searchString) => ({
6
- view: 'vendor_list',
7
- page_token: null,
8
- sort_by: 'year_to_date_spend',
9
- sort_order: 'desc',
10
- search_text: searchString,
11
- vendor_name: searchString,
12
- });
13
- /**
14
- * Card-policy vendor search.
15
- *
16
- * Listens for `fetchCardPolicyVendorOptions` and hits the same
17
- * `/accounting/1.0/vendors` endpoint the Vendors-tab uses, but writes
18
- * results onto the dedicated `cardPolicyState.vendorSearch` slice — no
19
- * fan-out to the global `vendor` / `account` / `class` / `vendorList`
20
- * entities. That isolation is important: the user may be configuring a
21
- * card policy in parallel with browsing the Vendors tab, and we don't
22
- * want either flow to clobber the other's list state.
23
- *
24
- * Uses `switchMap` so the latest typed search wins — earlier in-flight
25
- * requests are abandoned, which is the right semantics for a
26
- * search-as-you-type UX.
27
- *
28
- * Consumers:
29
- * - Manual `CardPolicyCreate / EditScreen`
30
- * - AI CFO `CardPolicyInteractiveForm` (vendor step)
31
- */
32
- export const fetchCardPolicyVendorOptionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCardPolicyVendorOptions.match), switchMap((action) => {
33
- const query = buildQuery(action.payload.searchString);
34
- const apiUrl = `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/vendors` +
35
- `?query=${encodeURIComponent(JSON.stringify(query))}`;
36
- return zeniAPI.getJSON(apiUrl).pipe(switchMap((response) => {
37
- if (isSuccessStatus(response) && response.data != null) {
38
- return of(updateCardPolicyVendorOptions(response.data));
39
- }
40
- return of(updateCardPolicyVendorOptionsFailure(response.status));
41
- }), catchError((error) => of(updateCardPolicyVendorOptionsFailure(createZeniAPIStatus('Unexpected Error', 'Fetch card policy vendor options REST API call errored out' +
42
- JSON.stringify(error))))));
43
- }));
@@ -1,70 +0,0 @@
1
- import { createSlice } from '@reduxjs/toolkit';
2
- export const initialState = {
3
- detailTemplateId: undefined,
4
- detailFetchState: { fetchState: 'Not-Started', error: undefined },
5
- updateFetchState: { fetchState: 'Not-Started', error: undefined },
6
- formDraft: undefined,
7
- };
8
- const cardPolicyDetail = createSlice({
9
- name: 'cardPolicyDetail',
10
- initialState,
11
- reducers: {
12
- /**
13
- * Kick off the `GET /cards/1.0/policy-templates/{id}` request. The
14
- * accompanying epic dispatches `updateCreatedCardPolicyTemplate` on
15
- * the entity slice + `updateCardPolicyFormDraft` (seeded from the
16
- * template) + `updateCardPolicyDetailFetchStatus` here.
17
- */
18
- fetchCardPolicyDetail: {
19
- reducer(draft, action) {
20
- draft.detailTemplateId = action.payload;
21
- draft.detailFetchState.fetchState = 'In-Progress';
22
- draft.detailFetchState.error = undefined;
23
- // Reset the draft so a stale form from a previous template
24
- // doesn't leak into the new edit session.
25
- draft.formDraft = undefined;
26
- },
27
- prepare(templateId) {
28
- return { payload: templateId };
29
- },
30
- },
31
- updateCardPolicyDetailFetchStatus(draft, action) {
32
- draft.detailFetchState.fetchState = action.payload.fetchState;
33
- draft.detailFetchState.error = action.payload.error;
34
- },
35
- /**
36
- * Replace (or seed) the local edit-form draft. Dispatched by the
37
- * detail-fetch epic with the camelCased values pulled from the
38
- * fetched template, and by the edit page itself as the user types.
39
- */
40
- updateCardPolicyFormDraft(draft, action) {
41
- draft.formDraft = action.payload;
42
- },
43
- /**
44
- * Kick off the `PUT /cards/1.0/policy-templates/{id}` save. The
45
- * epic reads the current `formDraft` from state, posts the wire
46
- * body, then dispatches `updateCreatedCardPolicyTemplate` (entity)
47
- * + `updateCardPolicyFetchStatus({fetchState: 'Completed'})` here.
48
- */
49
- updateCardPolicy: {
50
- reducer(draft,
51
- // eslint-disable-next-line @typescript-eslint/no-unused-vars
52
- _action) {
53
- draft.updateFetchState.fetchState = 'In-Progress';
54
- draft.updateFetchState.error = undefined;
55
- },
56
- prepare(templateId) {
57
- return { payload: templateId };
58
- },
59
- },
60
- updateCardPolicyFetchStatus(draft, action) {
61
- draft.updateFetchState.fetchState = action.payload.fetchState;
62
- draft.updateFetchState.error = action.payload.error;
63
- },
64
- clearCardPolicyDetail(draft) {
65
- Object.assign(draft, initialState);
66
- },
67
- },
68
- });
69
- export const { fetchCardPolicyDetail, updateCardPolicyDetailFetchStatus, updateCardPolicyFormDraft, updateCardPolicy, updateCardPolicyFetchStatus, clearCardPolicyDetail, } = cardPolicyDetail.actions;
70
- export default cardPolicyDetail.reducer;
@@ -1,22 +0,0 @@
1
- import { getCardPolicyTemplateById } from '../../../../../entity/cardPolicy/cardPolicySelector';
2
- export function getCardPolicyDetailView(state) {
3
- const { cardPolicyDetailState, cardPolicyState } = state;
4
- return {
5
- templateId: cardPolicyDetailState.detailTemplateId,
6
- template: cardPolicyDetailState.detailTemplateId != null
7
- ? getCardPolicyTemplateById(cardPolicyState, cardPolicyDetailState.detailTemplateId)
8
- : undefined,
9
- formDraft: cardPolicyDetailState.formDraft,
10
- detailFetchState: cardPolicyDetailState.detailFetchState,
11
- updateFetchState: cardPolicyDetailState.updateFetchState,
12
- };
13
- }
14
- export function getCardPolicyFormDraft(state) {
15
- return state.cardPolicyDetailState.formDraft;
16
- }
17
- export function getCardPolicyDetailFetchState(state) {
18
- return state.cardPolicyDetailState.detailFetchState;
19
- }
20
- export function getUpdateCardPolicyFetchState(state) {
21
- return state.cardPolicyDetailState.updateFetchState;
22
- }
@@ -1,56 +0,0 @@
1
- import { from, of } from 'rxjs';
2
- import { catchError, exhaustMap, filter, mergeMap } from 'rxjs/operators';
3
- import { toCardPolicyEditFormDraft, toCardPolicyTemplate, } from '../../../../../entity/cardPolicy/cardPolicyPayload';
4
- import { updateCreatedCardPolicyTemplate } from '../../../../../entity/cardPolicy/cardPolicyReducer';
5
- import { createZeniAPIStatus, isSuccessStatus, } from '../../../../../responsePayload';
6
- import { fetchCardPolicyDetail, updateCardPolicyDetailFetchStatus, updateCardPolicyFormDraft, } from './cardPolicyDetailReducer';
7
- /**
8
- * `GET /cards/1.0/policy-templates/{id}`. Response is the same
9
- * `{cards_applied, template}` envelope the create endpoint returns.
10
- * We:
11
- *
12
- * 1. Cache the template on the entity slice (so the list page picks
13
- * up any drift from the server).
14
- * 2. Seed the local edit-form draft from the camelCased template so
15
- * the page can render with the existing values pre-populated.
16
- * 3. Flip the view lifecycle to `Completed` / `Error`.
17
- */
18
- export const fetchCardPolicyDetailEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCardPolicyDetail.match),
19
- // `exhaustMap` (rather than `mergeMap`) so a duplicate
20
- // `fetchCardPolicyDetail` dispatched while the previous one is
21
- // still in flight is dropped instead of producing a second HTTP
22
- // request. The edit screen dispatches this on mount, and React 18
23
- // StrictMode invokes its mount effect twice with a stale
24
- // `detailFetchState` closure — without `exhaustMap` that yields
25
- // two `/policy-templates/{id}` calls. (The screen also dedupes
26
- // list→edit navigations via the entity-cached template, so the
27
- // detail GET is only emitted on direct landings — there's no
28
- // realistic cross-templateId scenario that needs cancel-and-retry
29
- // semantics here.)
30
- exhaustMap((action) => {
31
- const templateId = action.payload;
32
- return zeniAPI
33
- .getJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/policy-templates/${templateId}`)
34
- .pipe(mergeMap((response) => {
35
- if (isSuccessStatus(response) && response.data != null) {
36
- const { template } = response.data;
37
- const formDraft = toCardPolicyEditFormDraft(toCardPolicyTemplate(template));
38
- const actions = [
39
- updateCreatedCardPolicyTemplate(template),
40
- updateCardPolicyFormDraft(formDraft),
41
- updateCardPolicyDetailFetchStatus({ fetchState: 'Completed' }),
42
- ];
43
- return from(actions);
44
- }
45
- else {
46
- return of(updateCardPolicyDetailFetchStatus({
47
- fetchState: 'Error',
48
- error: response.status,
49
- }));
50
- }
51
- }), catchError((error) => of(updateCardPolicyDetailFetchStatus({
52
- fetchState: 'Error',
53
- error: createZeniAPIStatus('Unexpected Error', 'Fetch card-policy detail REST API call errored out' +
54
- JSON.stringify(error)),
55
- }))));
56
- }));