@zeniai/client-epic-state 5.0.65-betaRR7 → 5.0.66-beta0ND

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Files changed (153) hide show
  1. package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
  2. package/lib/commonStateTypes/cacheOverrideFetchReducer.d.ts +17 -0
  3. package/lib/commonStateTypes/cacheOverrideFetchReducer.js +20 -0
  4. package/lib/commonStateTypes/pusherActions.d.ts +11 -0
  5. package/lib/commonStateTypes/pusherActions.js +6 -0
  6. package/lib/entity/aiCfo/aiCfoPayload.d.ts +1 -171
  7. package/lib/entity/aiCfo/aiCfoReducer.d.ts +1 -7
  8. package/lib/entity/aiCfo/aiCfoReducer.js +4 -219
  9. package/lib/entity/aiCfo/aiCfoState.d.ts +4 -163
  10. package/lib/entity/aiCfo/aiCfoState.js +1 -10
  11. package/lib/entity/chargeCard/chargeCardReducer.d.ts +19 -2
  12. package/lib/entity/chargeCard/chargeCardReducer.js +35 -2
  13. package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.d.ts +14 -1
  14. package/lib/entity/chargeCardTransaction/chargeCardTransactionReducer.js +36 -2
  15. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
  16. package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
  17. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  18. package/lib/entity/snackbar/snackbarTypes.js +0 -2
  19. package/lib/entity/tenant/clearAllEpic.d.ts +2 -6
  20. package/lib/entity/tenant/clearAllEpic.js +0 -8
  21. package/lib/epic.d.ts +1 -11
  22. package/lib/epic.js +1 -11
  23. package/lib/esm/commonStateTypes/cacheOverrideFetchReducer.js +16 -0
  24. package/lib/esm/commonStateTypes/pusherActions.js +3 -0
  25. package/lib/esm/entity/aiCfo/aiCfoReducer.js +4 -219
  26. package/lib/esm/entity/aiCfo/aiCfoState.js +0 -7
  27. package/lib/esm/entity/chargeCard/chargeCardReducer.js +34 -1
  28. package/lib/esm/entity/chargeCardTransaction/chargeCardTransactionReducer.js +35 -1
  29. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -2
  30. package/lib/esm/entity/tenant/clearAllEpic.js +0 -8
  31. package/lib/esm/epic.js +1 -11
  32. package/lib/esm/index.js +8 -20
  33. package/lib/esm/reducer.js +0 -12
  34. package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +3 -6
  35. package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -5
  36. package/lib/esm/view/aiCfoView/epics/createSessionEpic.js +1 -2
  37. package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
  38. package/lib/esm/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.js +3 -2
  39. package/lib/esm/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.js +3 -2
  40. package/lib/esm/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer.js +55 -18
  41. package/lib/esm/view/spendManagement/chargeCards/chargeCardDetail/fetchChargeCardDetailEpic.js +16 -2
  42. package/lib/esm/view/spendManagement/chargeCards/chargeCardDetail/fetchChargeCardDetailPageEpic.js +5 -4
  43. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer.js +28 -9
  44. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -25
  45. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/fetchChargeCardListPageEpic.js +9 -6
  46. package/lib/esm/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryReducer.js +3 -2
  47. package/lib/esm/view/spendManagement/chargeCards/chargeCardPaymentHistory/fetchChargeCardPaymentPageEpic.js +1 -1
  48. package/lib/esm/view/spendManagement/chargeCards/chargeCardRepaymentDetail/chargeCardRepaymentDetailReducer.js +7 -3
  49. package/lib/index.d.ts +9 -19
  50. package/lib/index.js +22 -112
  51. package/lib/reducer.d.ts +0 -12
  52. package/lib/reducer.js +0 -12
  53. package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +2 -11
  54. package/lib/view/aiCfoView/aiCfoViewReducer.js +3 -6
  55. package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -5
  56. package/lib/view/aiCfoView/epics/createSessionEpic.js +1 -2
  57. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +1 -8
  58. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
  59. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  60. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +1 -1
  61. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +2 -2
  62. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +1 -1
  63. package/lib/view/people/peopleTypes.d.ts +1 -1
  64. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  65. package/lib/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.d.ts +3 -1
  66. package/lib/view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer.js +3 -2
  67. package/lib/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.d.ts +3 -1
  68. package/lib/view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer.js +3 -2
  69. package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailReducer.js +55 -18
  70. package/lib/view/spendManagement/chargeCards/chargeCardDetail/fetchChargeCardDetailEpic.js +16 -2
  71. package/lib/view/spendManagement/chargeCards/chargeCardDetail/fetchChargeCardDetailPageEpic.js +5 -4
  72. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
  73. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer.d.ts +18 -3
  74. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer.js +29 -10
  75. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +0 -14
  76. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +1 -27
  77. package/lib/view/spendManagement/chargeCards/chargeCardList/fetchChargeCardListPageEpic.js +9 -6
  78. package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryReducer.d.ts +3 -1
  79. package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryReducer.js +3 -2
  80. package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/fetchChargeCardPaymentPageEpic.js +1 -1
  81. package/lib/view/spendManagement/chargeCards/chargeCardRepaymentDetail/chargeCardRepaymentDetailReducer.d.ts +3 -1
  82. package/lib/view/spendManagement/chargeCards/chargeCardRepaymentDetail/chargeCardRepaymentDetailReducer.js +7 -3
  83. package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
  84. package/package.json +8 -3
  85. package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +0 -277
  86. package/lib/entity/cardPolicy/cardPolicyPayload.js +0 -143
  87. package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +0 -19
  88. package/lib/entity/cardPolicy/cardPolicyReducer.js +0 -256
  89. package/lib/entity/cardPolicy/cardPolicySelector.d.ts +0 -32
  90. package/lib/entity/cardPolicy/cardPolicySelector.js +0 -103
  91. package/lib/entity/cardPolicy/cardPolicyState.d.ts +0 -205
  92. package/lib/entity/cardPolicy/cardPolicyState.js +0 -14
  93. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +0 -18
  94. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -54
  95. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +0 -26
  96. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -47
  97. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.d.ts +0 -25
  98. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +0 -39
  99. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.d.ts +0 -23
  100. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js +0 -92
  101. package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +0 -130
  102. package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +0 -252
  103. package/lib/esm/entity/cardPolicy/cardPolicySelector.js +0 -79
  104. package/lib/esm/entity/cardPolicy/cardPolicyState.js +0 -9
  105. package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -50
  106. package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -43
  107. package/lib/esm/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +0 -35
  108. package/lib/esm/entity/cardPolicy/policyRecommendationFromUploadEpic.js +0 -88
  109. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -70
  110. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -22
  111. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -1
  112. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -56
  113. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -49
  114. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -42
  115. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -72
  116. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -21
  117. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -1
  118. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -56
  119. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -59
  120. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -31
  121. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -1
  122. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -53
  123. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -25
  124. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +0 -14
  125. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -74
  126. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +0 -21
  127. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -28
  128. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +0 -25
  129. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -2
  130. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +0 -19
  131. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -60
  132. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +0 -18
  133. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -53
  134. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +0 -16
  135. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -46
  136. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +0 -15
  137. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -76
  138. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +0 -21
  139. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -27
  140. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +0 -19
  141. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -2
  142. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +0 -19
  143. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -60
  144. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +0 -13
  145. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -63
  146. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +0 -26
  147. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -37
  148. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +0 -36
  149. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -2
  150. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +0 -25
  151. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -57
  152. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +0 -15
  153. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -29
@@ -16,4 +16,4 @@
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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' | 'cards_creation' | 'cards_detail' | 'card_policy' | 'card_policy_detail' | 'people' | 'rewards' | 'notifications';
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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';
@@ -0,0 +1,17 @@
1
+ import { PayloadAction, Draft } from '@reduxjs/toolkit';
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+ /**
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+ * Factory for `fetchXxx` reducers that support Pusher-driven silent refresh.
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+ * When `cacheOverride=true`, fetchState and error are left untouched so the
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+ * UI doesn't flash a skeleton. When `false`, `applyTo` runs the normal
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+ * 'In-Progress' transition.
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+ */
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+ export declare const createCacheOverrideFetchReducer: <TState>(applyTo: (draft: Draft<TState>) => void) => {
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+ prepare: (cacheOverride?: boolean) => {
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+ payload: {
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+ cacheOverride: boolean;
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+ };
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+ };
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+ reducer: (draft: Draft<TState>, action: PayloadAction<{
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+ cacheOverride: boolean;
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+ }>) => void;
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+ };
@@ -0,0 +1,20 @@
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+ "use strict";
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+ Object.defineProperty(exports, "__esModule", { value: true });
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+ exports.createCacheOverrideFetchReducer = void 0;
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+ /**
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+ * Factory for `fetchXxx` reducers that support Pusher-driven silent refresh.
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+ * When `cacheOverride=true`, fetchState and error are left untouched so the
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+ * UI doesn't flash a skeleton. When `false`, `applyTo` runs the normal
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+ * 'In-Progress' transition.
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+ */
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+ const createCacheOverrideFetchReducer = (applyTo) => ({
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+ reducer(draft, action) {
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+ if (action.payload.cacheOverride !== true) {
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+ applyTo(draft);
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+ }
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+ },
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+ prepare(cacheOverride = false) {
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+ return { payload: { cacheOverride } };
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+ },
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+ });
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+ exports.createCacheOverrideFetchReducer = createCacheOverrideFetchReducer;
@@ -0,0 +1,11 @@
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+ import { ID } from './common';
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+ import { ChargeCardTransactionPayload } from '../entity/chargeCardTransaction/chargeCardTransactionPayload';
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+ export declare const addChargeCardTransactionFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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+ cardId: ID;
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+ transaction: ChargeCardTransactionPayload;
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+ }, string>;
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+ export declare const addDeclinedChargeCardTransactionFromPusher: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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+ cardId: ID;
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+ transaction: ChargeCardTransactionPayload;
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+ declineReason?: string;
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+ }, string>;
@@ -0,0 +1,6 @@
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+ "use strict";
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+ Object.defineProperty(exports, "__esModule", { value: true });
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+ exports.addDeclinedChargeCardTransactionFromPusher = exports.addChargeCardTransactionFromPusher = void 0;
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+ const toolkit_1 = require("@reduxjs/toolkit");
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+ exports.addChargeCardTransactionFromPusher = (0, toolkit_1.createAction)('chargeCardDetail/addChargeCardTransactionFromPusher');
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+ exports.addDeclinedChargeCardTransactionFromPusher = (0, toolkit_1.createAction)('chargeCardDetail/addDeclinedChargeCardTransactionFromPusher');
@@ -20,178 +20,8 @@ export interface ChartVisualizationPayload {
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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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- /**
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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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- * Per-policy allow / block bucket on the wire. The two arrays are
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- * independent (a draft policy may populate both, only one, or neither).
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- */
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- export interface DraftPolicyEntityPayload {
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- category_codes: string[];
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- merchant_names: string[];
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- }
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- /**
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- * Spend-limit bucket per policy. `transaction` is the only cadence the
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- * BE ships today; left open-ended for future cadences (e.g.
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- * `monthly`, `quarterly`).
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- */
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- export interface DraftPolicySpendLimitsPayload {
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- transaction: number;
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- [cadence: string]: number | undefined;
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- }
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- /**
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- * Single draft policy on the wire. The controller emits one of these
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- * per recommended policy in `step_5_review.draft_policies`. Identity is
118
- * positional (no stable `id` from the BE); the FE synthesizes one on
119
- * decode.
120
- */
121
- export interface DraftPolicyPayload {
122
- allowed_entity: DraftPolicyEntityPayload;
123
- apply_to_cards: string[];
124
- blocked_entity: DraftPolicyEntityPayload;
125
- description: string;
126
- /** Enforcement mode for the policy (e.g. `"strict"`). Carried into
127
- * state for guided submit; ignored for `auto` / `upload`. */
128
- mode: string;
129
- name: string;
130
- required_receipt_threshold: number;
131
- spend_limits: DraftPolicySpendLimitsPayload;
132
- }
133
- /**
134
- * `step_5_review` block — the only step in `wizard_plan` the FE reads.
135
- * Steps 1–4 are intentionally not modeled.
136
- */
137
- export interface CardPolicyStep5ReviewPayload {
138
- draft_policies: DraftPolicyPayload[];
139
- /** Header text shown above the review list / wizard. */
140
- prompt: string;
141
- /** How the BE grouped the suggested policies. `"none"` today; may
142
- * surface as a header banner in a future iteration. */
143
- grouping_source?: string;
144
- }
145
- export interface CardPolicyWizardPlanPayload {
146
- step_5_review: CardPolicyStep5ReviewPayload;
147
- }
148
- /**
149
- * Upload-mode metadata that the `policy-recommendation-from-upload` API
150
- * returns alongside the wizard plan. Absent on the initial controller
151
- * response; populated after the file upload + recommendation chain.
152
- */
153
- export interface CardPolicyUploadSourcePayload {
154
- confidence_score: number;
155
- file_name: string;
156
- low_confidence_fields: string[];
157
- }
158
- /**
159
- * Discriminated payload for the AI Card Policy interactive form.
160
- * All three modes share the same `wizard_plan.step_5_review.draft_policies`
161
- * envelope; the FE renders different forms based on `mode`.
162
- *
163
- * - `auto` (1-step review): user reviews suggested policies and submits.
164
- * - `guided` (5-step wizard): Steps 1–4 seeded from `draft_policies[0]`,
165
- * Step 5 lists every draft policy.
166
- * - `upload` (3-step): upload doc → pick cards → review. Controller
167
- * responses for `mode === "upload"` arrive *before* the user uploads,
168
- * so `wizard_plan` is optional; populated after the upload-recommendation
169
- * API returns.
170
- */
171
- export type CardPolicyInitialDataPayload = {
172
- mode: 'auto';
173
- wizard_plan: CardPolicyWizardPlanPayload;
174
- } | {
175
- mode: 'guided';
176
- wizard_plan: CardPolicyWizardPlanPayload;
177
- } | {
178
- mode: 'upload';
179
- source?: CardPolicyUploadSourcePayload;
180
- wizard_plan?: CardPolicyWizardPlanPayload;
181
- };
182
- /**
183
- * Discriminated visualization payload. The FE narrows on `form_type` and
184
- * casts `payload` to the matching shape.
185
- */
186
- export type InteractiveFormVisualizationPayload = {
187
- form_type: 'cards_creation';
188
- payload: CardsCreationInitialDataPayload;
189
- } | {
190
- form_type: 'card_policy';
191
- payload: CardPolicyInitialDataPayload;
192
- };
193
23
  export interface AiCfoVisualizationPayload {
194
- data: TableVisualizationPayload | ChartVisualizationPayload | InteractiveFormVisualizationPayload | null;
24
+ data: TableVisualizationPayload | ChartVisualizationPayload | null;
195
25
  type: string | null;
196
26
  }
197
27
  export interface AiCfoAnswerPayload {
@@ -2,7 +2,6 @@ import { ID } from '../../commonStateTypes/common';
2
2
  import { ZeniDate } from '../../zeniDayJS';
3
3
  import { AiCfoAnswerPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
4
4
  import { AiCfoState, AiCfoVisualization, FileAttachmentMetadata } from './aiCfoState';
5
- import type { CardPolicyUploadSource, CardPolicyWizardPlan } from './aiCfoState';
6
5
  export declare const initialAiCfoState: AiCfoState;
7
6
  export declare const toAiCfoVisualization: (visualization: AiCfoVisualizationPayload) => AiCfoVisualization | undefined;
8
7
  export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -42,11 +41,6 @@ export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWith
42
41
  }, "aiCfo/addQuestionPayload">, clearAiCfo: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfo/clearAiCfo">, deleteQuestion: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
43
42
  chatSessionId: ID;
44
43
  questionAnswerId: ID;
45
- }, "aiCfo/deleteQuestion">, updateAiCfoAnswerCardPolicyWizardPlan: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
46
- answerId: ID;
47
- chatSessionId: ID;
48
- wizardPlan: CardPolicyWizardPlan;
49
- source?: CardPolicyUploadSource;
50
- }, "aiCfo/updateAiCfoAnswerCardPolicyWizardPlan">;
44
+ }, "aiCfo/deleteQuestion">;
51
45
  declare const _default: import("redux").Reducer<AiCfoState>;
52
46
  export default _default;
@@ -1,7 +1,7 @@
1
1
  "use strict";
2
2
  var _a;
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
- 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;
4
+ exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
5
5
  const toolkit_1 = require("@reduxjs/toolkit");
6
6
  const zeniDayJS_1 = require("../../zeniDayJS");
7
7
  const aiCfoState_1 = require("./aiCfoState");
@@ -139,184 +139,12 @@ const toAiCfoVisualization = (visualization) => {
139
139
  if (visualization.type == null || visualization.data == null) {
140
140
  return undefined;
141
141
  }
142
- const normalizedType = (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table';
143
142
  return {
144
- type: normalizedType,
145
- data: normalizedType === 'interactive_form'
146
- ? toInteractiveFormVisualization(visualization.data)
147
- : toAiCfoVisualizationData(visualization.data),
143
+ type: (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table',
144
+ data: toAiCfoVisualizationData(visualization.data),
148
145
  };
149
146
  };
150
147
  exports.toAiCfoVisualization = toAiCfoVisualization;
151
- const toInteractiveFormVisualization = (data) => {
152
- const formType = (0, aiCfoState_1.toInteractiveFormTypeStrict)(data.form_type) ?? 'cards_creation';
153
- if (formType === 'card_policy') {
154
- return {
155
- formType: 'card_policy',
156
- payload: toCardPolicyInitialData(data.payload),
157
- };
158
- }
159
- return {
160
- formType: 'cards_creation',
161
- payload: toCardsCreationInitialData(data.payload),
162
- };
163
- };
164
- const toCardsCreationInitialData = (payload) => {
165
- const cardOptions = (payload.card_options ?? []).map((option) => ({
166
- id: option.id,
167
- label: option.label,
168
- description: option.description ?? undefined,
169
- }));
170
- if (payload.mode === 'cards-only') {
171
- return {
172
- mode: 'cards-only',
173
- cardOptions,
174
- cardRows: (payload.card_rows ?? []).map((row) => ({
175
- cardOptionId: row.card_option_id,
176
- id: row.id,
177
- label: row.label ?? undefined,
178
- recommendedLimit: row.recommended_limit ?? undefined,
179
- suggestedOwnerUserId: row.suggested_owner_user_id ?? undefined,
180
- })),
181
- };
182
- }
183
- // Preferred wire format: a flat `suggested_cards` array with an
184
- // `is_suggested` discriminator. The adapter splits it into seed rows,
185
- // owner map, and the full dropdown universe.
186
- if (payload.suggested_cards != null) {
187
- return fromSuggestedCards(payload.suggested_cards, cardOptions);
188
- }
189
- // Legacy / test shape: backend already pre-shapes seeds. Synthesize an
190
- // empty `cardNameOptions` (step 2 dropdown still works via row-self ids).
191
- const teamRows = (payload.team_rows ?? []).map((row) => ({
192
- avgMonthlySpend: row.avg_monthly_spend,
193
- cardKind: (row.card_kind ?? 'vendor'),
194
- id: row.id,
195
- label: row.label,
196
- recommendedLimit: row.recommended_limit,
197
- recommendedLimitCadence: row.recommended_limit_cadence ?? undefined,
198
- }));
199
- return {
200
- mode: 'team-then-cards',
201
- cardOptions,
202
- cardNameOptions: teamRows.map((row) => ({
203
- id: row.id,
204
- kind: row.cardKind,
205
- label: row.label,
206
- })),
207
- suggestedOwnerUserIdByTeamId: Object.fromEntries(Object.entries(payload.suggested_owner_user_id_by_team_id ?? {}).map(([teamId, userId]) => [teamId, userId ?? undefined])),
208
- teamRows,
209
- };
210
- };
211
- const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
212
- style: 'currency',
213
- currency: 'USD',
214
- maximumFractionDigits: 0,
215
- });
216
- const fromSuggestedCards = (suggestedCards, cardOptions) => {
217
- const ordered = [...suggestedCards].sort((a, b) => {
218
- if (a.card_type === b.card_type) {
219
- return 0;
220
- }
221
- return a.card_type === 'vendor' ? -1 : 1;
222
- });
223
- const withUniqueIds = withSynthesizedIds(ordered);
224
- const teamRows = withUniqueIds
225
- .filter(({ card }) => card.is_suggested)
226
- .map(({ card, uniqueId }) => ({
227
- avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
228
- cardKind: card.card_type === 'department' ? 'class' : 'vendor',
229
- id: uniqueId,
230
- label: card.card_name,
231
- recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
232
- recommendedLimitCadence: 'Monthly',
233
- }));
234
- const suggestedOwnerUserIdByTeamId = Object.fromEntries(withUniqueIds
235
- .filter(({ card }) => card.is_suggested)
236
- .map(({ card, uniqueId }) => [uniqueId, card.owner_id]));
237
- const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
238
- id: uniqueId,
239
- kind: card.card_type === 'department' ? 'class' : 'vendor',
240
- label: card.card_name,
241
- }));
242
- return {
243
- mode: 'team-then-cards',
244
- cardOptions,
245
- cardNameOptions,
246
- suggestedOwnerUserIdByTeamId,
247
- teamRows,
248
- };
249
- };
250
- /**
251
- * Stamp each suggested card with a stable unique id derived from its
252
- * `card_name_id`. If two cards in the same payload share the same
253
- * `card_name_id` (which happens in the current sample payload where
254
- * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
255
- * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
256
- * stays unique.
257
- */
258
- const withSynthesizedIds = (cards) => {
259
- const seen = new Set();
260
- return cards.map((card, index) => {
261
- const preferred = card.card_name_id;
262
- if (preferred != null && preferred !== '' && !seen.has(preferred)) {
263
- seen.add(preferred);
264
- return { card, uniqueId: preferred };
265
- }
266
- const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
267
- seen.add(synthesized);
268
- return { card, uniqueId: synthesized };
269
- });
270
- };
271
- const toCardPolicyDraftPolicy = (payload, index) => ({
272
- id: `draft-${index}`,
273
- name: payload.name,
274
- description: payload.description ?? '',
275
- mode: payload.mode,
276
- allowedEntity: {
277
- categoryCodes: payload.allowed_entity?.category_codes ?? [],
278
- merchantNames: payload.allowed_entity?.merchant_names ?? [],
279
- },
280
- blockedEntity: {
281
- categoryCodes: payload.blocked_entity?.category_codes ?? [],
282
- merchantNames: payload.blocked_entity?.merchant_names ?? [],
283
- },
284
- applyToCards: payload.apply_to_cards ?? [],
285
- requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
286
- spendLimits: {
287
- transaction: payload.spend_limits?.transaction ?? 0,
288
- },
289
- });
290
- const toCardPolicyStep5Review = (payload) => ({
291
- draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
292
- groupingSource: payload.grouping_source ?? 'none',
293
- prompt: payload.prompt ?? '',
294
- });
295
- const toCardPolicyWizardPlan = (payload) => ({
296
- step5Review: toCardPolicyStep5Review(payload.step_5_review),
297
- });
298
- const toCardPolicyUploadSource = (payload) => ({
299
- confidenceScore: payload.confidence_score,
300
- fileName: payload.file_name,
301
- lowConfidenceFields: payload.low_confidence_fields ?? [],
302
- });
303
- const toCardPolicyInitialData = (payload) => {
304
- if (payload.mode === 'upload') {
305
- return {
306
- policyKind: 'upload',
307
- wizardPlan: payload.wizard_plan != null
308
- ? toCardPolicyWizardPlan(payload.wizard_plan)
309
- : undefined,
310
- source: payload.source != null
311
- ? toCardPolicyUploadSource(payload.source)
312
- : undefined,
313
- };
314
- }
315
- return {
316
- policyKind: payload.mode,
317
- wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
318
- };
319
- };
320
148
  const toAiCfoVisualizationData = (data) => {
321
149
  if ('x' in data && 'y' in data) {
322
150
  // Normalize y to always be an array
@@ -630,49 +458,6 @@ const aiCfo = (0, toolkit_1.createSlice)({
630
458
  session.questionAnswers.push(qa);
631
459
  }
632
460
  },
633
- /**
634
- * Patch the `card_policy` interactive-form payload for a specific
635
- * answer in a chat session to merge in the wizard plan + upload
636
- * source metadata returned by
637
- * `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
638
- *
639
- * Dispatched by the recommendation epic after a successful response;
640
- * the wizard re-renders Steps 2 + 3 of the upload variant once the
641
- * payload becomes a populated `CardPolicyInitialData` with
642
- * `policyKind: "upload"` + `wizardPlan` + `source`.
643
- *
644
- * No-op when the target answer / chat session / form payload is
645
- * missing or isn't an upload-mode card-policy interactive form —
646
- * the bridge epic is best-effort and silently drops in edge cases
647
- * (e.g. the user closed the chat before recommendation returned).
648
- */
649
- updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
650
- const { answerId, chatSessionId, source, wizardPlan } = action.payload;
651
- const session = draft.aiCfoByChatSessionId[chatSessionId];
652
- if (session == null) {
653
- return;
654
- }
655
- const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
656
- if (qa == null) {
657
- return;
658
- }
659
- for (const response of Object.values(qa.responses)) {
660
- const visualization = response?.content.visualization;
661
- if (visualization == null || visualization.type !== 'interactive_form') {
662
- continue;
663
- }
664
- const data = visualization.data;
665
- if (data.formType !== 'card_policy' ||
666
- data.payload.policyKind !== 'upload') {
667
- continue;
668
- }
669
- data.payload = {
670
- ...data.payload,
671
- wizardPlan,
672
- source: source ?? data.payload.source,
673
- };
674
- }
675
- },
676
461
  clearSession(draft, action) {
677
462
  const sessionId = action.payload;
678
463
  delete draft.aiCfoByChatSessionId[sessionId];
@@ -708,5 +493,5 @@ const toChatSession = (chatSessionPayload) => {
708
493
  createdAt: (0, zeniDayJS_1.date)(created_at),
709
494
  };
710
495
  };
711
- _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;
496
+ _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;
712
497
  exports.default = aiCfo.reducer;