@zeniai/client-epic-state 5.0.82-betaAS1 → 5.0.83-betaRR0

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Files changed (161) hide show
  1. package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
  2. package/lib/entity/aiCfo/aiCfoPayload.d.ts +140 -1
  3. package/lib/entity/aiCfo/aiCfoReducer.d.ts +23 -2
  4. package/lib/entity/aiCfo/aiCfoReducer.js +328 -5
  5. package/lib/entity/aiCfo/aiCfoSelector.d.ts +13 -1
  6. package/lib/entity/aiCfo/aiCfoSelector.js +28 -1
  7. package/lib/entity/aiCfo/aiCfoState.d.ts +225 -4
  8. package/lib/entity/aiCfo/aiCfoState.js +30 -1
  9. package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +277 -0
  10. package/lib/entity/cardPolicy/cardPolicyPayload.js +143 -0
  11. package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +19 -0
  12. package/lib/entity/cardPolicy/cardPolicyReducer.js +175 -0
  13. package/lib/entity/cardPolicy/cardPolicySelector.d.ts +32 -0
  14. package/lib/entity/cardPolicy/cardPolicySelector.js +99 -0
  15. package/lib/entity/cardPolicy/cardPolicyState.d.ts +205 -0
  16. package/lib/entity/cardPolicy/cardPolicyState.js +14 -0
  17. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +18 -0
  18. package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +68 -0
  19. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +26 -0
  20. package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +47 -0
  21. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.d.ts +25 -0
  22. package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +39 -0
  23. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.d.ts +23 -0
  24. package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js +104 -0
  25. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
  26. package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
  27. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  28. package/lib/entity/snackbar/snackbarTypes.js +3 -0
  29. package/lib/entity/tenant/clearAllEpic.d.ts +6 -2
  30. package/lib/entity/tenant/clearAllEpic.js +8 -0
  31. package/lib/entity/tenant/tenantPayload.d.ts +0 -3
  32. package/lib/entity/tenant/tenantReducer.d.ts +1 -1
  33. package/lib/entity/tenant/tenantReducer.js +3 -23
  34. package/lib/entity/tenant/tenantState.d.ts +0 -3
  35. package/lib/epic.d.ts +11 -3
  36. package/lib/epic.js +11 -3
  37. package/lib/esm/entity/aiCfo/aiCfoReducer.js +328 -5
  38. package/lib/esm/entity/aiCfo/aiCfoSelector.js +26 -1
  39. package/lib/esm/entity/aiCfo/aiCfoState.js +27 -0
  40. package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +130 -0
  41. package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +171 -0
  42. package/lib/esm/entity/cardPolicy/cardPolicySelector.js +75 -0
  43. package/lib/esm/entity/cardPolicy/cardPolicyState.js +9 -0
  44. package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +64 -0
  45. package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +43 -0
  46. package/lib/esm/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +35 -0
  47. package/lib/esm/entity/cardPolicy/policyRecommendationFromUploadEpic.js +100 -0
  48. package/lib/esm/entity/snackbar/snackbarTypes.js +3 -0
  49. package/lib/esm/entity/tenant/clearAllEpic.js +8 -0
  50. package/lib/esm/entity/tenant/tenantReducer.js +2 -22
  51. package/lib/esm/epic.js +11 -3
  52. package/lib/esm/index.js +29 -11
  53. package/lib/esm/reducer.js +12 -0
  54. package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +6 -3
  55. package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js +5 -2
  56. package/lib/esm/view/aiCfoView/epics/createSessionEpic.js +2 -1
  57. package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +12 -2
  58. package/lib/esm/view/dashboard/dashboardReducer.js +5 -1
  59. package/lib/esm/view/dashboard/dashboardSelector.js +2 -1
  60. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +70 -0
  61. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +22 -0
  62. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +1 -0
  63. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +56 -0
  64. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +49 -0
  65. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +42 -0
  66. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +72 -0
  67. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +21 -0
  68. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +1 -0
  69. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +56 -0
  70. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +45 -0
  71. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +39 -0
  72. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +1 -0
  73. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +53 -0
  74. package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +25 -0
  75. package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +25 -0
  76. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.js +1 -0
  77. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.js +62 -0
  78. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.js +47 -0
  79. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +2 -2
  80. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +62 -4
  81. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +61 -0
  82. package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.js +69 -0
  83. package/lib/esm/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.js +1 -45
  84. package/lib/index.d.ts +28 -11
  85. package/lib/index.js +154 -29
  86. package/lib/reducer.d.ts +12 -0
  87. package/lib/reducer.js +12 -0
  88. package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +11 -2
  89. package/lib/view/aiCfoView/aiCfoViewReducer.js +6 -3
  90. package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js +5 -2
  91. package/lib/view/aiCfoView/epics/createSessionEpic.js +2 -1
  92. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +8 -1
  93. package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +12 -2
  94. package/lib/view/dashboard/dashboardReducer.d.ts +1 -1
  95. package/lib/view/dashboard/dashboardReducer.js +6 -2
  96. package/lib/view/dashboard/dashboardSelector.d.ts +1 -0
  97. package/lib/view/dashboard/dashboardSelector.js +2 -1
  98. package/lib/view/dashboard/dashboardState.d.ts +1 -0
  99. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  100. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
  101. package/lib/view/people/peopleTypes.d.ts +1 -1
  102. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  103. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +14 -0
  104. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +74 -0
  105. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +21 -0
  106. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +28 -0
  107. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +25 -0
  108. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +2 -0
  109. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +19 -0
  110. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +60 -0
  111. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +18 -0
  112. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +53 -0
  113. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +16 -0
  114. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +46 -0
  115. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +15 -0
  116. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +76 -0
  117. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +21 -0
  118. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +27 -0
  119. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +19 -0
  120. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +2 -0
  121. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +19 -0
  122. package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +60 -0
  123. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +13 -0
  124. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +49 -0
  125. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +32 -0
  126. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +46 -0
  127. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +45 -0
  128. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +2 -0
  129. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +25 -0
  130. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +57 -0
  131. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +15 -0
  132. package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +29 -0
  133. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
  134. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +14 -0
  135. package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +27 -1
  136. package/lib/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.d.ts +79 -0
  137. package/lib/view/spendManagement/chargeCards/issueChargeCard/aiCardCreationFormDraftTypes.js +2 -0
  138. package/lib/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.d.ts +25 -0
  139. package/lib/view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed.js +66 -0
  140. package/lib/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.d.ts +26 -0
  141. package/lib/view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams.js +51 -0
  142. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.d.ts +2 -2
  143. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +1 -1
  144. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.d.ts +12 -2
  145. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +63 -5
  146. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.d.ts +42 -0
  147. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +68 -1
  148. package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardState.d.ts +18 -0
  149. package/lib/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.d.ts +11 -0
  150. package/lib/view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft.js +73 -0
  151. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.d.ts +1 -1
  152. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.js +2 -46
  153. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewState.d.ts +0 -2
  154. package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
  155. package/package.json +1 -1
  156. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -18
  157. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -18
  158. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.d.ts +0 -8
  159. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -22
  160. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.d.ts +0 -8
  161. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -22
@@ -9,9 +9,13 @@ export interface AiCfoAnswerParagraph {
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  }>;
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  }
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  export declare const ALL_AI_CFO_CHARTS_TYPES: readonly ["bar_chart", "pie_chart", "line_chart"];
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- export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table"];
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- export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table";
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- export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | undefined;
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+ export declare const ALL_AI_CFO_VISUALIZATION_TYPES: readonly ["bar_chart", "pie_chart", "line_chart", "table", "interactive_form"];
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+ export declare const ALL_INTERACTIVE_FORM_TYPES: readonly ["cards_creation", "card_policy"];
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+ export declare const toInteractiveFormType: (v: string) => "cards_creation" | "card_policy";
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+ export declare const toInteractiveFormTypeStrict: (v: string) => "cards_creation" | "card_policy" | undefined;
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+ export type InteractiveFormType = ReturnType<typeof toInteractiveFormType>;
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+ export declare const toAiCfoVisualizationType: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form";
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+ export declare const toAiCfoVisualizationTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | "table" | "interactive_form" | undefined;
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  export type AiCfoVisualizationType = ReturnType<typeof toAiCfoVisualizationType>;
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  export declare const toAiCfoChartType: (v: string) => "bar_chart" | "pie_chart" | "line_chart";
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  export declare const toAiCfoChartTypeStrict: (v: string) => "bar_chart" | "pie_chart" | "line_chart" | undefined;
@@ -53,8 +57,196 @@ export interface ChartVisualization {
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  lines?: string[];
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  yFormat?: YFormat;
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  }
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+ export interface CardsCardOption {
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+ id: string;
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+ label: string;
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+ description?: string;
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+ }
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+ /**
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+ * Card kind for AI Card Creation rows.
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+ * - `vendor` = vendor-bound card.
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+ * - `class` = department-scoped card. The wire format ships `department`;
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+ * the reducer maps it to `class` (the FE-side term for accounting class /
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+ * department) so it lines up with the rest of the codebase.
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+ * - `category` = MCC category-scoped card. The wire format ships `category`
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+ * verbatim; there is no FE-side alias, so we keep the wire term.
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+ *
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+ * The Step 2 Card-cell dropdown filters by this kind so a row of one kind
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+ * only sees swap targets of the same kind.
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+ */
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+ export type CardsCardKind = 'vendor' | 'class' | 'category';
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+ /**
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+ * Single entry in the unified vendor + department dropdown universe shipped
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+ * by the AI controller for the `review` flow. Powers both the
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+ * step-2 Card cell dropdown (filtered to entries with matching `kind`) and
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+ * the step-1 "Add something else" search (no kind filter — user can add
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+ * either).
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+ */
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+ export interface CardNameOption {
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+ id: string;
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+ kind: CardsCardKind;
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+ label: string;
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+ }
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+ /**
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+ * Default `cardOptionId` (physical / virtual / subscription) assigned to
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+ * every seeded card row. The AI Card Creation flow currently issues virtual
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+ * credit cards only — this constant is kept in sync with
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+ * `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` in `zeni-web-app-ui`.
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+ */
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+ export declare const CARDS_CREATION_DEFAULT_CARD_OPTION_ID = "virtual";
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+ /**
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+ * Shared base shape across both `review` and `create` AI Card Creation
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+ * states. Holds the data derived from the controller's `suggested_cards[]`
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+ * that's identical regardless of which step UX the user sees.
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+ */
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+ export interface CardsCreationCommonData {
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+ /**
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+ * Full vendor + department + category universe (suggested +
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+ * not-suggested), used to power the step-2 Card-cell dropdown (filtered
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+ * by row kind) and, in `review` mode, the step-1 "Add something else"
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+ * search.
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+ */
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+ cardNameOptions: CardNameOption[];
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+ /**
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+ * Physical / virtual / subscription dropdown options. Not shipped on the
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+ * wire; populated at render time from the FE-owned
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+ * `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` constant.
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+ */
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+ cardOptions: CardsCardOption[];
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+ /**
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+ * Map of `teamRow.id` / `cardRow.id` -> suggested owner `userId`.
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+ * Resolved against `allUsers` (sourced from the tenant) at render time.
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+ */
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+ suggestedOwnerUserIdByTeamId: Record<string, ID | undefined>;
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+ }
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+ /**
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+ * Initial data for the AI Card Creation interactive form. Discriminated on
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+ * `mode`:
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+ *
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+ * - `review` (default, 2-step): AI suggests rows (mix of vendors +
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+ * departments + categories); user reviews them in step 1, then configures
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+ * one card per surviving row in step 2.
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+ * - `create` (1-step): the FE seeds the step-2 editable table directly
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+ * from the `is_suggested: true` rows; step 1 is skipped.
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+ *
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+ * Both modes carry the same `cardNameOptions` universe so the step-2 Card
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+ * dropdown behaves identically across modes.
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+ */
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+ export type CardsCreationInitialData = (CardsCreationCommonData & {
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+ mode: 'review';
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+ teamRows: Array<{
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+ avgMonthlySpend: string;
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+ cardKind: CardsCardKind;
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+ id: string;
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+ label: string;
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+ recommendedLimit: string;
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+ recommendedLimitCadence?: string;
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+ }>;
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+ }) | (CardsCreationCommonData & {
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+ cardRows: Array<{
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+ cardKind: CardsCardKind;
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+ cardOptionId: string;
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+ id: string;
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+ /**
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+ * Team-derived display label rendered in the card cell trigger
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+ * (e.g. "Engineering"). Drives the row's first-letter avatar in
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+ * step 2. Always populated for AI-seeded rows.
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+ */
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+ label: string;
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+ recommendedLimit?: number;
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+ suggestedOwnerUserId?: ID;
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+ }>;
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+ mode: 'create';
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+ });
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+ /**
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+ * Per-policy allow / block bucket. CamelCase mirror of
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+ * `DraftPolicyEntityPayload`.
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+ */
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+ export interface CardPolicyDraftPolicyEntity {
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+ categoryCodes: string[];
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+ merchantNames: 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.
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+ */
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+ export interface CardPolicySpendLimits {
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+ transaction: number;
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+ }
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+ /**
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+ * Single draft policy in FE state. Identity is positional — the reducer
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+ * synthesizes a stable `id` (`draft-0`, `draft-1`, ...) at decode time
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+ * since the BE doesn't ship one today.
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+ */
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+ export interface CardPolicyDraftPolicy {
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+ allowedEntity: CardPolicyDraftPolicyEntity;
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+ applyToCards: string[];
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+ blockedEntity: CardPolicyDraftPolicyEntity;
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+ description: string;
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+ id: string;
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+ /** Enforcement mode (e.g. `"strict"`). Carried for guided submit;
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+ * ignored by auto / upload submit. */
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+ mode: string;
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+ name: string;
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+ requiredReceiptThreshold: number;
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+ spendLimits: CardPolicySpendLimits;
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+ }
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+ export interface CardPolicyStep5Review {
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+ draftPolicies: CardPolicyDraftPolicy[];
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+ groupingSource: string;
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+ prompt: string;
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+ }
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+ export interface CardPolicyWizardPlan {
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+ step5Review: CardPolicyStep5Review;
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+ }
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+ /**
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+ * Upload-mode metadata returned by the
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+ * `policy-recommendation-from-upload` API alongside the wizard plan.
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+ */
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+ export interface CardPolicyUploadSource {
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+ confidenceScore: number;
208
+ fileName: string;
209
+ lowConfidenceFields: string[];
210
+ }
211
+ /**
212
+ * Initial data for the AI Card Policy interactive form. Discriminated on
213
+ * `policyKind`. All three modes consume the same `wizardPlan.step5Review`
214
+ * envelope; the wizard renders different surfaces per mode.
215
+ *
216
+ * - `auto` (1-step review): chip groups built directly from each draft
217
+ * policy. Submit omits `mode` + `spend_limits` + `required_receipt_threshold`.
218
+ * - `guided` (5-step wizard): Steps 1–4 seeded from `draftPolicies[0]`,
219
+ * Step 5 lists every draft. Submit includes all keys.
220
+ * - `upload` (3-step): upload → cards → review. `wizardPlan` is
221
+ * `undefined` until the upload-recommendation API succeeds, then
222
+ * populated alongside `source` metadata. Submit includes
223
+ * `spend_limits` + `required_receipt_threshold`; omits `mode`.
224
+ */
225
+ export type CardPolicyInitialData = {
226
+ policyKind: 'auto';
227
+ wizardPlan: CardPolicyWizardPlan;
228
+ } | {
229
+ policyKind: 'guided';
230
+ wizardPlan: CardPolicyWizardPlan;
231
+ } | {
232
+ policyKind: 'upload';
233
+ source?: CardPolicyUploadSource;
234
+ wizardPlan?: CardPolicyWizardPlan;
235
+ };
236
+ /**
237
+ * Visualization variant rendered as an interactive RHF form (in lieu of a
238
+ * chart or table). Discriminated on `formType`; each branch carries its own
239
+ * payload shape.
240
+ */
241
+ export type InteractiveFormVisualization = {
242
+ formType: 'cards_creation';
243
+ payload: CardsCreationInitialData;
244
+ } | {
245
+ formType: 'card_policy';
246
+ payload: CardPolicyInitialData;
247
+ };
56
248
  export interface AiCfoVisualization {
57
- data: TableVisualization | ChartVisualization;
249
+ data: TableVisualization | ChartVisualization | InteractiveFormVisualization;
58
250
  type: AiCfoVisualizationType;
59
251
  }
60
252
  export declare const toMessageSender: (v: string) => "user" | "agent";
@@ -112,7 +304,36 @@ export interface ChatSessionWithMessages {
112
304
  chatSession: ChatSession;
113
305
  questionAnswers: AiCfoQuestionWithAnswer[];
114
306
  }
307
+ /**
308
+ * Discriminator for client-synthesized AI CFO answer bubbles. These are not
309
+ * Q/A pairs streamed from the backend — they are pushed locally by the AI
310
+ * CFO flow when it kicks off a cards or policy create from an interactive
311
+ * form, so the drawer can render a "Creating…" placeholder and later a
312
+ * "Created" success bubble while the corresponding mutation epic runs.
313
+ */
314
+ export declare const ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS: readonly ["creating_cards", "creating_policy", "created_cards", "created_policy"];
315
+ export type SyntheticAiCfoAnswerKind = (typeof ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS)[number];
316
+ /**
317
+ * A locally-synthesized answer bubble (e.g. "Creating cards…", or "2 policies
318
+ * are created and saved" with preview tiles). Lives parallel to the streamed
319
+ * `questionAnswers` so the AI CFO renderer can swap the source answer's
320
+ * interactive form in-place with the bubble (and then with the success tile
321
+ * once the mutation completes).
322
+ *
323
+ * `sourceQuestionAnswerId` is the `questionAnswerId` of the streamed Q/A
324
+ * whose answer hosted the interactive form the user just submitted. Every
325
+ * synthetic is dispatched from a form-submit handler and every form lives
326
+ * inside an AI CFO answer, so this id is always known at dispatch time.
327
+ */
328
+ export interface SyntheticAiCfoAnswer {
329
+ createdAt: ZeniDate;
330
+ entityIds: ID[];
331
+ id: ID;
332
+ kind: SyntheticAiCfoAnswerKind;
333
+ sourceQuestionAnswerId: ID;
334
+ }
115
335
  export interface AiCfoState {
116
336
  aiCfoByChatSessionId: Record<ID, ChatSessionWithMessages>;
117
337
  partialQuestionAnswers: Record<ID, AiCfoQuestionWithAnswer | undefined>;
338
+ syntheticAnswersByChatSessionId: Record<ID, SyntheticAiCfoAnswer[]>;
118
339
  }
@@ -1,6 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- 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;
3
+ exports.ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = exports.toMessageTypeStrict = exports.toMessageSenderStrict = exports.toMessageType = exports.toMessageSender = exports.CARDS_CREATION_DEFAULT_CARD_OPTION_ID = 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;
4
4
  const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
5
5
  exports.ALL_AI_CFO_CHARTS_TYPES = [
6
6
  'bar_chart',
@@ -10,7 +10,16 @@ exports.ALL_AI_CFO_CHARTS_TYPES = [
10
10
  exports.ALL_AI_CFO_VISUALIZATION_TYPES = [
11
11
  ...exports.ALL_AI_CFO_CHARTS_TYPES,
12
12
  'table',
13
+ 'interactive_form',
13
14
  ];
15
+ exports.ALL_INTERACTIVE_FORM_TYPES = [
16
+ 'cards_creation',
17
+ 'card_policy',
18
+ ];
19
+ const toInteractiveFormType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
20
+ exports.toInteractiveFormType = toInteractiveFormType;
21
+ const toInteractiveFormTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_INTERACTIVE_FORM_TYPES);
22
+ exports.toInteractiveFormTypeStrict = toInteractiveFormTypeStrict;
14
23
  const toAiCfoVisualizationType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
15
24
  exports.toAiCfoVisualizationType = toAiCfoVisualizationType;
16
25
  const toAiCfoVisualizationTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_VISUALIZATION_TYPES);
@@ -69,6 +78,13 @@ const toAiCfoAnswerStateTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStr
69
78
  exports.toAiCfoAnswerStateTypeStrict = toAiCfoAnswerStateTypeStrict;
70
79
  const toAiCfoAnswerResponseTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES);
71
80
  exports.toAiCfoAnswerResponseTypeStrict = toAiCfoAnswerResponseTypeStrict;
81
+ /**
82
+ * Default `cardOptionId` (physical / virtual / subscription) assigned to
83
+ * every seeded card row. The AI Card Creation flow currently issues virtual
84
+ * credit cards only — this constant is kept in sync with
85
+ * `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` in `zeni-web-app-ui`.
86
+ */
87
+ exports.CARDS_CREATION_DEFAULT_CARD_OPTION_ID = 'virtual';
72
88
  const ALL_MESSAGE_SENDERS = ['user', 'agent'];
73
89
  const ALL_MESSAGE_TYPES = ['plain_text', 'json'];
74
90
  const toMessageSender = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_MESSAGE_SENDERS);
@@ -79,3 +95,16 @@ const toMessageSenderStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v,
79
95
  exports.toMessageSenderStrict = toMessageSenderStrict;
80
96
  const toMessageTypeStrict = (v) => (0, stringToUnion_1.stringToUnionStrict)(v, ALL_MESSAGE_TYPES);
81
97
  exports.toMessageTypeStrict = toMessageTypeStrict;
98
+ /**
99
+ * Discriminator for client-synthesized AI CFO answer bubbles. These are not
100
+ * Q/A pairs streamed from the backend — they are pushed locally by the AI
101
+ * CFO flow when it kicks off a cards or policy create from an interactive
102
+ * form, so the drawer can render a "Creating…" placeholder and later a
103
+ * "Created" success bubble while the corresponding mutation epic runs.
104
+ */
105
+ exports.ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = [
106
+ 'creating_cards',
107
+ 'creating_policy',
108
+ 'created_cards',
109
+ 'created_policy',
110
+ ];
@@ -0,0 +1,277 @@
1
+ import { ID } from '../../commonStateTypes/common';
2
+ import { ZeniAPIResponse } from '../../responsePayload';
3
+ import { CardPolicyStats, CardPolicyTemplate, CardPolicyTemplateEntityList, CardPolicyTemplateMode, CardPolicyTemplateSpendLimits, ExtractedCardPolicyRules, MccCategory } from './cardPolicyState';
4
+ export interface MccCategoryPayload {
5
+ count: number;
6
+ mcc_codes: string[];
7
+ name: string;
8
+ }
9
+ /**
10
+ * Wire shape for `GET /cards/1.0/cards/mcc-codes`. Beyond the universe of
11
+ * MCC categories used to populate the category search dropdown, the
12
+ * endpoint also ships **suggested** allow / block merchants and categories
13
+ * that the chip-pickers seed into their cloud body before the user starts
14
+ * editing.
15
+ *
16
+ * Field spellings (`*_catagories`) preserve the BE wire format verbatim;
17
+ * the camelCase mapper below corrects to `Categories`.
18
+ */
19
+ export interface CardPolicyMccCategoriesPayload {
20
+ categories: MccCategoryPayload[];
21
+ suggested_allow_catagories?: MccCategoryPayload[];
22
+ suggested_allow_merchants?: string[];
23
+ suggested_block_catagories?: MccCategoryPayload[];
24
+ suggested_block_merchants?: string[];
25
+ }
26
+ export type CardPolicyMccCategoriesResponse = ZeniAPIResponse<CardPolicyMccCategoriesPayload>;
27
+ export declare const toMccCategory: (payload: MccCategoryPayload) => MccCategory;
28
+ /**
29
+ * Vendor row returned by `/accounting/1.0/vendors`. The card-policy
30
+ * vendor search dropdown only needs `vendor_id` + `vendor_name`; we
31
+ * deliberately ignore the rest of the payload to keep this slice
32
+ * independent of the heavy `vendor` entity store.
33
+ */
34
+ export interface CardPolicyVendorSearchVendorPayload {
35
+ vendor_id: string;
36
+ vendor_name: string;
37
+ }
38
+ export interface CardPolicyVendorSearchData {
39
+ vendors: CardPolicyVendorSearchVendorPayload[];
40
+ }
41
+ export type CardPolicyVendorSearchResponse = ZeniAPIResponse<CardPolicyVendorSearchData>;
42
+ export interface CardPolicyVendorSearchOption {
43
+ name: string;
44
+ vendorId: string;
45
+ }
46
+ export declare const toCardPolicyVendorSearchOption: (payload: CardPolicyVendorSearchVendorPayload) => CardPolicyVendorSearchOption;
47
+ interface CardPolicyTemplateEntityListPayload {
48
+ category_codes: string[];
49
+ merchant_names: string[];
50
+ }
51
+ interface CardPolicyTemplateSpendLimitsPayload {
52
+ transaction: number | null;
53
+ }
54
+ /**
55
+ * Per-template request shape. `POST /cards/1.0/policy-templates` now
56
+ * accepts a bulk wrapper (`CreateCardPolicyTemplatesRequest`); this
57
+ * interface describes a single entry inside the `templates` array.
58
+ *
59
+ * `PUT /cards/1.0/policy-templates/{id}` (update) still consumes this
60
+ * shape directly — see `UpdateCardPolicyTemplateRequest` below.
61
+ */
62
+ export interface CreateCardPolicyTemplateRequest {
63
+ allowedEntity: CardPolicyTemplateEntityList;
64
+ applyToCards: ID[];
65
+ blockedEntity: CardPolicyTemplateEntityList;
66
+ description: string;
67
+ mode: CardPolicyTemplateMode;
68
+ name: string;
69
+ /**
70
+ * `null` indicates the require-receipt toggle is off (no threshold
71
+ * configured). The BE accepts `null` and treats it as "no requirement";
72
+ * `0` means the user explicitly entered zero with the toggle on.
73
+ */
74
+ requiredReceiptThreshold: number | null;
75
+ spendLimits: CardPolicyTemplateSpendLimits;
76
+ }
77
+ export interface CreateCardPolicyTemplateRequestBody {
78
+ allowed_entity: CardPolicyTemplateEntityListPayload;
79
+ apply_to_cards: ID[];
80
+ blocked_entity: CardPolicyTemplateEntityListPayload;
81
+ description: string;
82
+ mode: string;
83
+ name: string;
84
+ required_receipt_threshold: number | null;
85
+ spend_limits: CardPolicyTemplateSpendLimitsPayload;
86
+ }
87
+ /**
88
+ * Bulk request for `POST /cards/1.0/policy-templates`. The single-policy
89
+ * create flow wraps its one request in a length-1 `templates` array;
90
+ * future multi-policy submit (AI CFO review step) sends N entries in a
91
+ * single round-trip.
92
+ *
93
+ * `sourceChatSessionId` ties the submit back to an AI CFO chat session so
94
+ * the BE can attribute the created templates to it. Manual create-page
95
+ * callers omit it.
96
+ */
97
+ export interface CreateCardPolicyTemplatesRequest {
98
+ templates: CreateCardPolicyTemplateRequest[];
99
+ sourceChatSessionId?: string;
100
+ }
101
+ export interface CreateCardPolicyTemplatesRequestBody {
102
+ templates: CreateCardPolicyTemplateRequestBody[];
103
+ source_chat_session_id?: string;
104
+ }
105
+ export interface CardPolicyTemplatePayload {
106
+ allowed_entity: CardPolicyTemplateEntityListPayload;
107
+ applied_cards: ID[];
108
+ blocked_entity: CardPolicyTemplateEntityListPayload;
109
+ cards_count: number;
110
+ category_restrictions: unknown[];
111
+ created_at: string;
112
+ created_by: ID;
113
+ description: string;
114
+ mode: string;
115
+ name: string;
116
+ required_receipt_threshold: number | null;
117
+ spend_limits: CardPolicyTemplateSpendLimitsPayload;
118
+ status: string;
119
+ template_id: ID;
120
+ tenant_id: ID;
121
+ updated_at: string;
122
+ }
123
+ /**
124
+ * Per-template response envelope. Still returned by `PUT /policy-templates/{id}`,
125
+ * `GET /policy-templates/{id}`, and (as the row payload) the list endpoint.
126
+ * Also nested inside `CreateCardPolicyTemplatesResponseData.templates_created`.
127
+ */
128
+ export interface CreateCardPolicyTemplateResponseData {
129
+ cards_applied: number;
130
+ template: CardPolicyTemplatePayload;
131
+ }
132
+ export type CreateCardPolicyTemplateResponse = ZeniAPIResponse<CreateCardPolicyTemplateResponseData>;
133
+ /**
134
+ * Per-item error returned by the bulk POST when one or more templates in
135
+ * the request fail validation / persistence. The exact field shape is
136
+ * **TBD** with the BE — `message` is the only guaranteed field today; the
137
+ * rest are best-effort placeholders that callers should not assume to be
138
+ * present.
139
+ *
140
+ * TODO: lock down the shape (`index`, `name`, `code`) once the BE
141
+ * documents it. See plan §"Open question to resolve with BE".
142
+ */
143
+ export interface BulkCreateCardPolicyTemplateErrorPayload {
144
+ message: string;
145
+ code?: string;
146
+ index?: number;
147
+ name?: string;
148
+ }
149
+ /**
150
+ * Wire shape returned by the bulk `POST /cards/1.0/policy-templates`.
151
+ * Partial success is allowed — `templates_created` holds the successfully
152
+ * created rows (each in the same envelope as the single endpoint), and
153
+ * `errors` holds per-item failures for the rest. `status.message` follows
154
+ * the "N of M templates created" convention.
155
+ */
156
+ export interface CreateCardPolicyTemplatesResponseData {
157
+ errors: BulkCreateCardPolicyTemplateErrorPayload[];
158
+ templates_created: CreateCardPolicyTemplateResponseData[];
159
+ }
160
+ export type CreateCardPolicyTemplatesResponse = ZeniAPIResponse<CreateCardPolicyTemplatesResponseData>;
161
+ /**
162
+ * Camel-cased mirror of `BulkCreateCardPolicyTemplateErrorPayload` stored
163
+ * on the create-card-policy view slice so the UI can render a partial-success
164
+ * banner without re-touching the wire types.
165
+ */
166
+ export interface BulkCreateCardPolicyTemplateError {
167
+ message: string;
168
+ code?: string;
169
+ index?: number;
170
+ name?: string;
171
+ }
172
+ export type UpdateCardPolicyTemplateRequest = CreateCardPolicyTemplateRequest;
173
+ export type UpdateCardPolicyTemplateRequestBody = CreateCardPolicyTemplateRequestBody;
174
+ export type UpdateCardPolicyTemplateResponseData = CreateCardPolicyTemplateResponseData;
175
+ export type UpdateCardPolicyTemplateResponse = CreateCardPolicyTemplateResponse;
176
+ export type CardPolicyDetailResponseData = CreateCardPolicyTemplateResponseData;
177
+ export type CardPolicyDetailResponse = CreateCardPolicyTemplateResponse;
178
+ /**
179
+ * Aggregate counters returned alongside the templates list. Stored on
180
+ * the entity slice (alongside `cardPolicyTemplateById`) so any list
181
+ * surface can read it without re-fetching.
182
+ */
183
+ export interface CardPolicyStatsPayload {
184
+ active_policies: number;
185
+ total_cards: number;
186
+ total_templates: number;
187
+ }
188
+ /**
189
+ * Each list row is wrapped in the same `{cards_applied, template}`
190
+ * envelope the create endpoint returns. Only the `template` portion is
191
+ * stored on the entity slice; `cards_applied` is a one-shot summary
192
+ * carried over from create and not surfaced in the list state today.
193
+ */
194
+ export interface CardPolicyListRowPayload {
195
+ data: CreateCardPolicyTemplateResponseData;
196
+ }
197
+ export interface ListCardPolicyTemplatesResponseData {
198
+ stats: CardPolicyStatsPayload;
199
+ templates: CardPolicyListRowPayload[];
200
+ }
201
+ export type ListCardPolicyTemplatesResponse = ZeniAPIResponse<ListCardPolicyTemplatesResponseData>;
202
+ export declare const toCardPolicyStats: (payload: CardPolicyStatsPayload) => CardPolicyStats;
203
+ export declare const toCardPolicyTemplateList: (data: ListCardPolicyTemplatesResponseData) => CardPolicyTemplate[];
204
+ export declare const toCardPolicyTemplate: (payload: CardPolicyTemplatePayload) => CardPolicyTemplate;
205
+ /**
206
+ * Re-shape a single camelCase create request into the snake_case wire
207
+ * body. Used by the bulk-create mapper to build each entry of the
208
+ * `templates` array, and directly by the update epic (PUT) since the
209
+ * update endpoint still consumes a single object.
210
+ */
211
+ export declare const toCreateCardPolicyTemplateRequestBody: (request: CreateCardPolicyTemplateRequest) => CreateCardPolicyTemplateRequestBody;
212
+ /**
213
+ * Re-shape a bulk create request into the snake_case wire body for
214
+ * `POST /cards/1.0/policy-templates`. Maps each entry through
215
+ * `toCreateCardPolicyTemplateRequestBody` and only emits
216
+ * `source_chat_session_id` when the camelCase counterpart is defined,
217
+ * so manual-create callers don't ship a stray `undefined` over the wire.
218
+ */
219
+ export declare const toCreateCardPolicyTemplatesRequestBody: (request: CreateCardPolicyTemplatesRequest) => CreateCardPolicyTemplatesRequestBody;
220
+ /**
221
+ * Map a single bulk-response error payload to its camelCased view shape.
222
+ * Defensive against missing optional fields (see `BulkCreateCardPolicyTemplateErrorPayload`
223
+ * docstring — the BE contract isn't fully locked yet).
224
+ */
225
+ export declare const toBulkCreateCardPolicyTemplateError: (payload: BulkCreateCardPolicyTemplateErrorPayload) => BulkCreateCardPolicyTemplateError;
226
+ export declare const toUpdateCardPolicyTemplateRequestBody: (request: CreateCardPolicyTemplateRequest) => CreateCardPolicyTemplateRequestBody;
227
+ /**
228
+ * Seed an edit-form draft (`CreateCardPolicyTemplateRequest`) from an
229
+ * existing camelCased `CardPolicyTemplate`. Used by the detail-fetch
230
+ * epic so the edit page can render with the saved values pre-populated.
231
+ */
232
+ export declare const toCardPolicyEditFormDraft: (template: CardPolicyTemplate) => CreateCardPolicyTemplateRequest;
233
+ /**
234
+ * Wire shape returned by `POST /cards/1.0/policy-documents/extract`.
235
+ * The backend OCRs / parses an uploaded policy document (PDF, image, etc.)
236
+ * and returns a best-effort set of policy rules + a confidence score.
237
+ *
238
+ * Consumers (manual `CardPolicyCreatePage` + AI CFO `CardPolicyInteractiveForm`)
239
+ * use `toExtractedCardPolicyRules` to map this onto the camelCase FE shape
240
+ * and then feed the result through `applyExtractedPolicyRulesToFormValues`
241
+ * (`@zeniai/web-components`) to seed the RHF form.
242
+ */
243
+ export interface ExtractedCardPolicyRulesPayload {
244
+ allowed_entity: CardPolicyTemplateEntityListPayload;
245
+ blocked_entity: CardPolicyTemplateEntityListPayload;
246
+ confidence_score: number;
247
+ policy_name: string;
248
+ required_receipt_threshold: number;
249
+ transaction_limit: number;
250
+ }
251
+ export interface PolicyDocumentExtractResponseData {
252
+ extracted_rules: ExtractedCardPolicyRulesPayload;
253
+ message: string;
254
+ }
255
+ export type PolicyDocumentExtractResponse = ZeniAPIResponse<PolicyDocumentExtractResponseData>;
256
+ export declare const toExtractedCardPolicyRules: (payload: ExtractedCardPolicyRulesPayload) => ExtractedCardPolicyRules;
257
+ /**
258
+ * Wire shape returned by `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
259
+ * Chained after `extractPolicyDocument` succeeds in the AI CFO `upload`
260
+ * flow: the FE forwards the just-returned `extracted_rules` and the BE
261
+ * synthesizes a wizard plan + upload source metadata.
262
+ *
263
+ * The response mirrors the same `mode`-discriminated envelope the
264
+ * controller API ships for `auto` / `guided`, but always with `mode:
265
+ * "upload"` and a populated `wizard_plan.step_5_review`. The FE merges
266
+ * the returned `wizard_plan` + `source` into the in-flight AI CFO
267
+ * answer's `CardPolicyInitialData` via
268
+ * `updateAiCfoAnswerCardPolicyWizardPlan`.
269
+ */
270
+ export interface CardPolicyRecommendationFromUploadResponseData {
271
+ mode: 'upload';
272
+ source: import('../aiCfo/aiCfoPayload').CardPolicyUploadSourcePayload;
273
+ tenant_id: string;
274
+ wizard_plan: import('../aiCfo/aiCfoPayload').CardPolicyWizardPlanPayload;
275
+ }
276
+ export type CardPolicyRecommendationFromUploadResponse = ZeniAPIResponse<CardPolicyRecommendationFromUploadResponseData>;
277
+ export {};