@zeniai/client-epic-state 5.0.65-betaRR7 → 5.0.65

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -16,4 +16,4 @@
  *
  * @see README.md in this directory for maintenance expectations.
  */
-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_creation' | 'cards_detail' | 'card_policy' | 'card_policy_detail' | 'people' | 'rewards' | 'notifications';
+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';

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

@@ -20,178 +20,8 @@ export interface ChartVisualizationPayload {
     lines?: string[] | null;
     y_format?: YFormatPayload;
 }
-export interface CardsCardOptionPayload {
-    id: string;
-    label: string;
-    description?: string | null;
-}
-/**
- * Single AI-suggested card on the wire. The controller ships an array of
- * these mixing vendor and department entries; entries with
- * `is_suggested: true` seed step 1 of the form pre-checked, while entries
- * with `is_suggested: false` are available in the step-2 Card dropdown and
- * step-1 search but don't appear as initial rows.
- */
-export interface SuggestedCardPayload {
-    avg_spend: number;
-    card_name: string;
-    card_name_id: string;
-    card_type: 'vendor' | 'department';
-    credit_limit: number;
-    is_suggested: boolean;
-    owner_id: string;
-}
-/**
- * Discriminated payload for the AI Card Creation interactive form. The wire
- * format mirrors the FE-side `CardsCreationInitialData` field-for-field
- * (with snake_case field names converted to camelCase by the reducer).
- *
- * - `team-then-cards` (default): the AI suggests rows (vendors + departments);
- *   user reviews them in step 1, then configures cards in step 2. The wire
- *   format ships a flat `suggested_cards` array. Both suggested and
- *   not-suggested entries are included; the reducer splits them into seed
- *   rows vs. dropdown options. The legacy `team_rows` /
- *   `suggested_owner_user_id_by_team_id` shape is also accepted for
- *   backward compatibility with mocks and tests.
- * - `cards-only` (1-step): the AI has already chosen cards; user lands
- *   directly on the editable card table for confirmation.
- */
-export type CardsCreationInitialDataPayload = {
-    card_options: CardsCardOptionPayload[];
-    mode: 'team-then-cards';
-    /**
-     * Preferred wire format: flat list of vendor/department cards with an
-     * `is_suggested` discriminator. The reducer derives `team_rows`,
-     * `suggested_owner_user_id_by_team_id`, and the full `cardNameOptions`
-     * universe from this single array.
-     */
-    suggested_cards?: SuggestedCardPayload[];
-    /**
-     * Legacy/test shape — pre-shaped seed rows. Mutually exclusive with
-     * `suggested_cards`; when both are present, `suggested_cards` wins.
-     */
-    suggested_owner_user_id_by_team_id?: Record<string, string | null>;
-    team_rows?: Array<{
-        avg_monthly_spend: string;
-        id: string;
-        label: string;
-        recommended_limit: string;
-        card_kind?: 'vendor' | 'class' | null;
-        recommended_limit_cadence?: string | null;
-    }>;
-} | {
-    card_options: CardsCardOptionPayload[];
-    card_rows: Array<{
-        card_option_id: string;
-        id: string;
-        /**
-         * Optional team-derived display label rendered in the card cell
-         * trigger (e.g. "Engineering"). Drives the row's first-letter avatar
-         * in step 2.
-         */
-        label?: string | null;
-        recommended_limit?: number | null;
-        suggested_owner_user_id?: string | null;
-    }>;
-    mode: 'cards-only';
-};
-/**
- * Per-policy allow / block bucket on the wire. The two arrays are
- * independent (a draft policy may populate both, only one, or neither).
- */
-export interface DraftPolicyEntityPayload {
-    category_codes: string[];
-    merchant_names: string[];
-}
-/**
- * Spend-limit bucket per policy. `transaction` is the only cadence the
- * BE ships today; left open-ended for future cadences (e.g.
- * `monthly`, `quarterly`).
- */
-export interface DraftPolicySpendLimitsPayload {
-    transaction: number;
-    [cadence: string]: number | undefined;
-}
-/**
- * Single draft policy on the wire. The controller emits one of these
- * per recommended policy in `step_5_review.draft_policies`. Identity is
- * positional (no stable `id` from the BE); the FE synthesizes one on
- * decode.
- */
-export interface DraftPolicyPayload {
-    allowed_entity: DraftPolicyEntityPayload;
-    apply_to_cards: string[];
-    blocked_entity: DraftPolicyEntityPayload;
-    description: string;
-    /** Enforcement mode for the policy (e.g. `"strict"`). Carried into
-     * state for guided submit; ignored for `auto` / `upload`. */
-    mode: string;
-    name: string;
-    required_receipt_threshold: number;
-    spend_limits: DraftPolicySpendLimitsPayload;
-}
-/**
- * `step_5_review` block — the only step in `wizard_plan` the FE reads.
- * Steps 1–4 are intentionally not modeled.
- */
-export interface CardPolicyStep5ReviewPayload {
-    draft_policies: DraftPolicyPayload[];
-    /** Header text shown above the review list / wizard. */
-    prompt: string;
-    /** How the BE grouped the suggested policies. `"none"` today; may
-     * surface as a header banner in a future iteration. */
-    grouping_source?: string;
-}
-export interface CardPolicyWizardPlanPayload {
-    step_5_review: CardPolicyStep5ReviewPayload;
-}
-/**
- * Upload-mode metadata that the `policy-recommendation-from-upload` API
- * returns alongside the wizard plan. Absent on the initial controller
- * response; populated after the file upload + recommendation chain.
- */
-export interface CardPolicyUploadSourcePayload {
-    confidence_score: number;
-    file_name: string;
-    low_confidence_fields: string[];
-}
-/**
- * Discriminated payload for the AI Card Policy interactive form.
- * All three modes share the same `wizard_plan.step_5_review.draft_policies`
- * envelope; the FE renders different forms based on `mode`.
- *
- * - `auto` (1-step review): user reviews suggested policies and submits.
- * - `guided` (5-step wizard): Steps 1–4 seeded from `draft_policies[0]`,
- *   Step 5 lists every draft policy.
- * - `upload` (3-step): upload doc → pick cards → review. Controller
- *   responses for `mode === "upload"` arrive *before* the user uploads,
- *   so `wizard_plan` is optional; populated after the upload-recommendation
- *   API returns.
- */
-export type CardPolicyInitialDataPayload = {
-    mode: 'auto';
-    wizard_plan: CardPolicyWizardPlanPayload;
-} | {
-    mode: 'guided';
-    wizard_plan: CardPolicyWizardPlanPayload;
-} | {
-    mode: 'upload';
-    source?: CardPolicyUploadSourcePayload;
-    wizard_plan?: CardPolicyWizardPlanPayload;
-};
-/**
- * Discriminated visualization payload. The FE narrows on `form_type` and
- * casts `payload` to the matching shape.
- */
-export type InteractiveFormVisualizationPayload = {
-    form_type: 'cards_creation';
-    payload: CardsCreationInitialDataPayload;
-} | {
-    form_type: 'card_policy';
-    payload: CardPolicyInitialDataPayload;
-};
 export interface AiCfoVisualizationPayload {
-    data: TableVisualizationPayload | ChartVisualizationPayload | InteractiveFormVisualizationPayload | null;
+    data: TableVisualizationPayload | ChartVisualizationPayload | null;
     type: string | null;
 }
 export interface AiCfoAnswerPayload {

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

@@ -2,7 +2,6 @@ import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
 import { AiCfoAnswerPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
 import { AiCfoState, AiCfoVisualization, FileAttachmentMetadata } from './aiCfoState';
-import type { CardPolicyUploadSource, CardPolicyWizardPlan } from './aiCfoState';
 export declare const initialAiCfoState: AiCfoState;
 export declare const toAiCfoVisualization: (visualization: AiCfoVisualizationPayload) => AiCfoVisualization | undefined;
 export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -42,11 +41,6 @@ export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWith
 }, "aiCfo/addQuestionPayload">, clearAiCfo: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfo/clearAiCfo">, deleteQuestion: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     chatSessionId: ID;
     questionAnswerId: ID;
-}, "aiCfo/deleteQuestion">, updateAiCfoAnswerCardPolicyWizardPlan: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    answerId: ID;
-    chatSessionId: ID;
-    wizardPlan: CardPolicyWizardPlan;
-    source?: CardPolicyUploadSource;
-}, "aiCfo/updateAiCfoAnswerCardPolicyWizardPlan">;
+}, "aiCfo/deleteQuestion">;
 declare const _default: import("redux").Reducer<AiCfoState>;
 export default _default;

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
+exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
@@ -139,184 +139,12 @@ const toAiCfoVisualization = (visualization) => {
     if (visualization.type == null || visualization.data == null) {
         return undefined;
     }
-    const normalizedType = (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table';
     return {
-        type: normalizedType,
-        data: normalizedType === 'interactive_form'
-            ? toInteractiveFormVisualization(visualization.data)
-            : toAiCfoVisualizationData(visualization.data),
+        type: (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table',
+        data: toAiCfoVisualizationData(visualization.data),
     };
 };
 exports.toAiCfoVisualization = toAiCfoVisualization;
-const toInteractiveFormVisualization = (data) => {
-    const formType = (0, aiCfoState_1.toInteractiveFormTypeStrict)(data.form_type) ?? 'cards_creation';
-    if (formType === 'card_policy') {
-        return {
-            formType: 'card_policy',
-            payload: toCardPolicyInitialData(data.payload),
-        };
-    }
-    return {
-        formType: 'cards_creation',
-        payload: toCardsCreationInitialData(data.payload),
-    };
-};
-const toCardsCreationInitialData = (payload) => {
-    const cardOptions = (payload.card_options ?? []).map((option) => ({
-        id: option.id,
-        label: option.label,
-        description: option.description ?? undefined,
-    }));
-    if (payload.mode === 'cards-only') {
-        return {
-            mode: 'cards-only',
-            cardOptions,
-            cardRows: (payload.card_rows ?? []).map((row) => ({
-                cardOptionId: row.card_option_id,
-                id: row.id,
-                label: row.label ?? undefined,
-                recommendedLimit: row.recommended_limit ?? undefined,
-                suggestedOwnerUserId: row.suggested_owner_user_id ?? undefined,
-            })),
-        };
-    }
-    // Preferred wire format: a flat `suggested_cards` array with an
-    // `is_suggested` discriminator. The adapter splits it into seed rows,
-    // owner map, and the full dropdown universe.
-    if (payload.suggested_cards != null) {
-        return fromSuggestedCards(payload.suggested_cards, cardOptions);
-    }
-    // Legacy / test shape: backend already pre-shapes seeds. Synthesize an
-    // empty `cardNameOptions` (step 2 dropdown still works via row-self ids).
-    const teamRows = (payload.team_rows ?? []).map((row) => ({
-        avgMonthlySpend: row.avg_monthly_spend,
-        cardKind: (row.card_kind ?? 'vendor'),
-        id: row.id,
-        label: row.label,
-        recommendedLimit: row.recommended_limit,
-        recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
-    }));
-    return {
-        mode: 'team-then-cards',
-        cardOptions,
-        cardNameOptions: teamRows.map((row) => ({
-            id: row.id,
-            kind: row.cardKind,
-            label: row.label,
-        })),
-        suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
-        teamRows,
-    };
-};
-const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
-    style: 'currency',
-    currency: 'USD',
-    maximumFractionDigits: 0,
-});
-const fromSuggestedCards = (suggestedCards, cardOptions) => {
-    const ordered = [...suggestedCards].sort((a, b) => {
-        if (a.card_type === b.card_type) {
-            return 0;
-        }
-        return a.card_type === 'vendor' ? -1 : 1;
-    });
-    const withUniqueIds = withSynthesizedIds(ordered);
-    const teamRows = withUniqueIds
-        .filter(({ card }) => card.is_suggested)
-        .map(({ card, uniqueId }) => ({
-        avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
-        cardKind: card.card_type === 'department' ? 'class' : 'vendor',
-        id: uniqueId,
-        label: card.card_name,
-        recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
-        recommendedLimitCadence: 'Monthly',
-    }));
-    const suggestedOwnerUserIdByTeamId = Object.fromEntries(withUniqueIds
-        .filter(({ card }) => card.is_suggested)
-        .map(({ card, uniqueId }) => [uniqueId, card.owner_id]));
-    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
-        id: uniqueId,
-        kind: card.card_type === 'department' ? 'class' : 'vendor',
-        label: card.card_name,
-    }));
-    return {
-        mode: 'team-then-cards',
-        cardOptions,
-        cardNameOptions,
-        suggestedOwnerUserIdByTeamId,
-        teamRows,
-    };
-};
-/**
- * Stamp each suggested card with a stable unique id derived from its
- * `card_name_id`. If two cards in the same payload share the same
- * `card_name_id` (which happens in the current sample payload where
- * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
- * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
- * stays unique.
- */
-const withSynthesizedIds = (cards) => {
-    const seen = new Set();
-    return cards.map((card, index) => {
-        const preferred = card.card_name_id;
-        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
-            seen.add(preferred);
-            return { card, uniqueId: preferred };
-        }
-        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
-        seen.add(synthesized);
-        return { card, uniqueId: synthesized };
-    });
-};
-const toCardPolicyDraftPolicy = (payload, index) => ({
-    id: `draft-${index}`,
-    name: payload.name,
-    description: payload.description ?? '',
-    mode: payload.mode,
-    allowedEntity: {
-        categoryCodes: payload.allowed_entity?.category_codes ?? [],
-        merchantNames: payload.allowed_entity?.merchant_names ?? [],
-    },
-    blockedEntity: {
-        categoryCodes: payload.blocked_entity?.category_codes ?? [],
-        merchantNames: payload.blocked_entity?.merchant_names ?? [],
-    },
-    applyToCards: payload.apply_to_cards ?? [],
-    requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
-    spendLimits: {
-        transaction: payload.spend_limits?.transaction ?? 0,
-    },
-});
-const toCardPolicyStep5Review = (payload) => ({
-    draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
-    groupingSource: payload.grouping_source ?? 'none',
-    prompt: payload.prompt ?? '',
-});
-const toCardPolicyWizardPlan = (payload) => ({
-    step5Review: toCardPolicyStep5Review(payload.step_5_review),
-});
-const toCardPolicyUploadSource = (payload) => ({
-    confidenceScore: payload.confidence_score,
-    fileName: payload.file_name,
-    lowConfidenceFields: payload.low_confidence_fields ?? [],
-});
-const toCardPolicyInitialData = (payload) => {
-    if (payload.mode === 'upload') {
-        return {
-            policyKind: 'upload',
-            wizardPlan: payload.wizard_plan != null
-                ? toCardPolicyWizardPlan(payload.wizard_plan)
-                : undefined,
-            source: payload.source != null
-                ? toCardPolicyUploadSource(payload.source)
-                : undefined,
-        };
-    }
-    return {
-        policyKind: payload.mode,
-        wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
-    };
-};
 const toAiCfoVisualizationData = (data) => {
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
@@ -630,49 +458,6 @@ const aiCfo = (0, toolkit_1.createSlice)({
                 session.questionAnswers.push(qa);
             }
         },
-        /**
-         * Patch the `card_policy` interactive-form payload for a specific
-         * answer in a chat session to merge in the wizard plan + upload
-         * source metadata returned by
-         * `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
-         *
-         * Dispatched by the recommendation epic after a successful response;
-         * the wizard re-renders Steps 2 + 3 of the upload variant once the
-         * payload becomes a populated `CardPolicyInitialData` with
-         * `policyKind: "upload"` + `wizardPlan` + `source`.
-         *
-         * No-op when the target answer / chat session / form payload is
-         * missing or isn't an upload-mode card-policy interactive form —
-         * the bridge epic is best-effort and silently drops in edge cases
-         * (e.g. the user closed the chat before recommendation returned).
-         */
-        updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
-            const { answerId, chatSessionId, source, wizardPlan } = action.payload;
-            const session = draft.aiCfoByChatSessionId[chatSessionId];
-            if (session == null) {
-                return;
-            }
-            const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
-            if (qa == null) {
-                return;
-            }
-            for (const response of Object.values(qa.responses)) {
-                const visualization = response?.content.visualization;
-                if (visualization == null || visualization.type !== 'interactive_form') {
-                    continue;
-                }
-                const data = visualization.data;
-                if (data.formType !== 'card_policy' ||
-                    data.payload.policyKind !== 'upload') {
-                    continue;
-                }
-                data.payload = {
-                    ...data.payload,
-                    wizardPlan,
-                    source: source ?? data.payload.source,
-                };
-            }
-        },
         clearSession(draft, action) {
             const sessionId = action.payload;
             delete draft.aiCfoByChatSessionId[sessionId];
@@ -708,5 +493,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: (0, zeniDayJS_1.date)(created_at),
     };
 };
-_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion, exports.updateAiCfoAnswerCardPolicyWizardPlan = _a.updateAiCfoAnswerCardPolicyWizardPlan;
+_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion;
 exports.default = aiCfo.reducer;

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

@@ -9,13 +9,9 @@ export interface AiCfoAnswerParagraph {
     }>;
 }
 export declare const ALL_AI_CFO_CHARTS_TYPES: readonly ["bar_chart", "pie_chart", "line_chart"];
-export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table", "interactive_form"];
-export declare const ALL_INTERACTIVE_FORM_TYPES: readonly ["cards_creation", "card_policy"];
-export declare const toInteractiveFormType: (v: string) => "cards_creation" | "card_policy";
-export declare const toInteractiveFormTypeStrict: (v: string) => "cards_creation" | "card_policy" | undefined;
-export type InteractiveFormType = ReturnType<typeof toInteractiveFormType>;
-export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form";
-export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form" | undefined;
+export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table"];
+export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table";
+export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | undefined;
 export type AiCfoVisualizationType = ReturnType<typeof toAiCfoVisualizationType>;
 export declare const toAiCfoChartType: (v: string) => "bar_chart" | "pie_chart" | "line_chart";
 export declare const toAiCfoChartTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | undefined;
@@ -57,163 +53,8 @@ export interface ChartVisualization {
     lines?: string[];
     yFormat?: YFormat;
 }
-export interface CardsCardOption {
-    id: string;
-    label: string;
-    description?: string;
-}
-/**
- * Card kind for AI Card Creation rows. `vendor` = vendor-bound card,
- * `class` = department-scoped card. The wire format ships `department`;
- * the reducer maps it to `class` (the FE-side term for accounting class /
- * department) so it lines up with the rest of the codebase.
- */
-export type CardsCardKind = 'vendor' | 'class';
-/**
- * Single entry in the unified vendor + department dropdown universe shipped
- * by the AI controller for the `team-then-cards` flow. Powers both the
- * step-2 Card cell dropdown (filtered to entries with matching `kind`) and
- * the step-1 "Add something else" search (no kind filter — user can add
- * either).
- */
-export interface CardNameOption {
-    id: string;
-    kind: CardsCardKind;
-    label: string;
-}
-/**
- * Initial data for the AI Card Creation interactive form. Discriminated on
- * `mode`:
- *
- * - `team-then-cards` (default): AI suggests rows (mix of vendors +
- *   departments); user reviews them in step 1, then configures one card per
- *   row in step 2. `cardNameOptions` is the full universe (suggested +
- *   not-suggested) used to populate the dropdown / search.
- * - `cards-only` (1-step): AI has already chosen cards; user lands directly
- *   on the editable card table for confirmation.
- */
-export type CardsCreationInitialData = {
-    cardNameOptions: CardNameOption[];
-    cardOptions: CardsCardOption[];
-    mode: 'team-then-cards';
-    /**
-     * Map of `teamRow.id` -> suggested owner `userId`. Resolved against
-     * `allUsers` (sourced from the tenant) at render time.
-     */
-    suggestedOwnerUserIdByTeamId: Record<string, ID | undefined>;
-    teamRows: Array<{
-        avgMonthlySpend: string;
-        cardKind: CardsCardKind;
-        id: string;
-        label: string;
-        recommendedLimit: string;
-        recommendedLimitCadence?: string;
-    }>;
-} | {
-    cardOptions: CardsCardOption[];
-    cardRows: Array<{
-        cardOptionId: string;
-        id: string;
-        /**
-         * Optional team-derived display label rendered in the card cell
-         * trigger (e.g. "Engineering"). Drives the row's first-letter avatar
-         * in step 2.
-         */
-        label?: string;
-        recommendedLimit?: number;
-        suggestedOwnerUserId?: ID;
-    }>;
-    mode: 'cards-only';
-};
-/**
- * Per-policy allow / block bucket. CamelCase mirror of
- * `DraftPolicyEntityPayload`.
- */
-export interface CardPolicyDraftPolicyEntity {
-    categoryCodes: string[];
-    merchantNames: string[];
-}
-/**
- * Spend-limit bucket per policy. `transaction` is the only cadence the
- * BE ships today.
- */
-export interface CardPolicySpendLimits {
-    transaction: number;
-}
-/**
- * Single draft policy in FE state. Identity is positional — the reducer
- * synthesizes a stable `id` (`draft-0`, `draft-1`, ...) at decode time
- * since the BE doesn't ship one today.
- */
-export interface CardPolicyDraftPolicy {
-    allowedEntity: CardPolicyDraftPolicyEntity;
-    applyToCards: string[];
-    blockedEntity: CardPolicyDraftPolicyEntity;
-    description: string;
-    id: string;
-    /** Enforcement mode (e.g. `"strict"`). Carried for guided submit;
-     * ignored by auto / upload submit. */
-    mode: string;
-    name: string;
-    requiredReceiptThreshold: number;
-    spendLimits: CardPolicySpendLimits;
-}
-export interface CardPolicyStep5Review {
-    draftPolicies: CardPolicyDraftPolicy[];
-    groupingSource: string;
-    prompt: string;
-}
-export interface CardPolicyWizardPlan {
-    step5Review: CardPolicyStep5Review;
-}
-/**
- * Upload-mode metadata returned by the
- * `policy-recommendation-from-upload` API alongside the wizard plan.
- */
-export interface CardPolicyUploadSource {
-    confidenceScore: number;
-    fileName: string;
-    lowConfidenceFields: string[];
-}
-/**
- * Initial data for the AI Card Policy interactive form. Discriminated on
- * `policyKind`. All three modes consume the same `wizardPlan.step5Review`
- * envelope; the wizard renders different surfaces per mode.
- *
- * - `auto` (1-step review): chip groups built directly from each draft
- *   policy. Submit omits `mode` + `spend_limits` + `required_receipt_threshold`.
- * - `guided` (5-step wizard): Steps 1–4 seeded from `draftPolicies[0]`,
- *   Step 5 lists every draft. Submit includes all keys.
- * - `upload` (3-step): upload → cards → review. `wizardPlan` is
- *   `undefined` until the upload-recommendation API succeeds, then
- *   populated alongside `source` metadata. Submit includes
- *   `spend_limits` + `required_receipt_threshold`; omits `mode`.
- */
-export type CardPolicyInitialData = {
-    policyKind: 'auto';
-    wizardPlan: CardPolicyWizardPlan;
-} | {
-    policyKind: 'guided';
-    wizardPlan: CardPolicyWizardPlan;
-} | {
-    policyKind: 'upload';
-    source?: CardPolicyUploadSource;
-    wizardPlan?: CardPolicyWizardPlan;
-};
-/**
- * Visualization variant rendered as an interactive RHF form (in lieu of a
- * chart or table). Discriminated on `formType`; each branch carries its own
- * payload shape.
- */
-export type InteractiveFormVisualization = {
-    formType: 'cards_creation';
-    payload: CardsCreationInitialData;
-} | {
-    formType: 'card_policy';
-    payload: CardPolicyInitialData;
-};
 export interface AiCfoVisualization {
-    data: TableVisualization | ChartVisualization | InteractiveFormVisualization;
+    data: TableVisualization | ChartVisualization;
     type: AiCfoVisualizationType;
 }
 export declare const toMessageSender: (v: string) => "user" | "agent";

package/lib/entity/aiCfo/aiCfoState.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toMessageTypeStrict = exports.toMessageSenderStrict = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateType = exports.toYFormatScaleStrict = exports.toYFormatUnitStrict = exports.toYFormatTypeStrict = exports.toYFormatScale = exports.toYFormatUnit = exports.toYFormatType = exports.ALL_Y_FORMAT_SCALES = exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS = exports.ALL_Y_FORMAT_TYPES = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.toInteractiveFormTypeStrict = exports.toInteractiveFormType = exports.ALL_INTERACTIVE_FORM_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = void 0;
+exports.toMessageTypeStrict = exports.toMessageSenderStrict = exports.toMessageType = exports.toMessageSender = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateType = exports.toYFormatScaleStrict = exports.toYFormatUnitStrict = exports.toYFormatTypeStrict = exports.toYFormatScale = exports.toYFormatUnit = exports.toYFormatType = exports.ALL_Y_FORMAT_SCALES = exports.ALL_Y_FORMAT_NON_CURRENCY_UNITS = exports.ALL_Y_FORMAT_TYPES = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 exports.ALL_AI_CFO_CHARTS_TYPES = [
     'bar_chart',
@@ -10,16 +10,7 @@ exports.ALL_AI_CFO_CHARTS_TYPES = [
 exports.ALL_AI_CFO_VISUALIZATION_TYPES = [
     ...exports.ALL_AI_CFO_CHARTS_TYPES,
     'table',
-    'interactive_form',
 ];
-exports.ALL_INTERACTIVE_FORM_TYPES = [
-    'cards_creation',
-    'card_policy',
-];
-const toInteractiveFormType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
-exports.toInteractiveFormType = toInteractiveFormType;
-const toInteractiveFormTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
-exports.toInteractiveFormTypeStrict = toInteractiveFormTypeStrict;
 const toAiCfoVisualizationType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
 exports.toAiCfoVisualizationType = toAiCfoVisualizationType;
 const toAiCfoVisualizationTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);