@zeniai/client-epic-state 5.0.83-betaRR2 → 5.0.83-betaRR4

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.js

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+import { buildVendorChipId, toMccCategoryChipFieldValue, toVendorChipFieldValue, } from './cardPolicyChipIds';
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+const EMPTY_ALLOW_BLOCK = {
+    mode: 'allow',
+    allowItems: [],
+    blockItems: [],
+};
+const EMPTY_FORM_VALUES = {
+    vendorPolicy: EMPTY_ALLOW_BLOCK,
+    categoryPolicy: EMPTY_ALLOW_BLOCK,
+    cardSelections: [],
+    limits: [],
+    policiesReview: [],
+};
+export const buildEmptyLimitRows = () => [
+    { id: CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, isEnabled: false },
+    { id: CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, isEnabled: false },
+];
+/**
+ * Build the initial `CardPolicyFormDraft` + companion seed context for
+ * a fresh AI CFO card-policy session. Used by the
+ * `seedAiCardPolicyFormDraft` reducer.
+ *
+ * - `auto` (1-step review): chip groups are built eagerly from each
+ *   `draftPolicies[i]` since there's no live form to derive from.
+ * - `guided` (5-step wizard): Steps 1–4 seeded from `draftPolicies[0]`,
+ *   Step 5 seeded with one identity-only row per `draftPolicies[i]`;
+ *   chip groups are re-derived on every `applyAiCardPolicyFormDraftUpdate`.
+ * - `upload` (3-step): pre-recommendation returns an empty scaffold;
+ *   post-recommendation, Step 5 review rows + their chip groups are
+ *   derived from `wizardPlan.step5Review.draftPolicies`.
+ */
+export const buildAiCardPolicyFormDraftSeed = ({ initialData, cardsMasterList = [], categorySearchOptions, suggestedAllowMerchants, suggestedBlockMerchants, suggestedAllowCategories, suggestedBlockCategories, }) => {
+    const suggestedPoliciesSeed = buildSuggestedPoliciesSeed(initialData);
+    const wizardPlan = 'wizardPlan' in initialData ? initialData.wizardPlan : undefined;
+    const source = initialData.policyKind === 'upload' ? initialData.source : undefined;
+    const context = {
+        policyKind: initialData.policyKind,
+        cardsMasterList,
+        categorySearchOptions: categorySearchOptions ?? [],
+        suggestedAllowMerchants,
+        suggestedBlockMerchants,
+        suggestedAllowCategories,
+        suggestedBlockCategories,
+        suggestedPoliciesSeed,
+        wizardPlan,
+        source,
+    };
+    const draft = buildDraftFromInitialData({
+        initialData,
+        cardsMasterList,
+        categorySearchOptions,
+        suggestedAllowMerchants,
+        suggestedBlockMerchants,
+        suggestedAllowCategories,
+        suggestedBlockCategories,
+    });
+    return { draft, context };
+};
+const buildDraftFromInitialData = ({ initialData, cardsMasterList, categorySearchOptions, suggestedAllowMerchants, suggestedBlockMerchants, suggestedAllowCategories, suggestedBlockCategories, }) => {
+    const vendorAllowSeed = merchantsToChips(suggestedAllowMerchants);
+    const vendorBlockSeed = merchantsToChips(suggestedBlockMerchants);
+    const categoryAllowSeed = categoriesToChips(suggestedAllowCategories);
+    const categoryBlockSeed = categoriesToChips(suggestedBlockCategories);
+    if (initialData.policyKind === 'auto') {
+        const autoDraftPolicies = initialData.wizardPlan?.step5Review?.draftPolicies ?? [];
+        return {
+            ...EMPTY_FORM_VALUES,
+            policyKind: 'auto',
+            policiesReview: buildAutoReviewRows(autoDraftPolicies, cardsMasterList, categorySearchOptions),
+        };
+    }
+    if (initialData.policyKind === 'upload') {
+        const uploadDraftPolicies = initialData.wizardPlan?.step5Review?.draftPolicies;
+        if (uploadDraftPolicies == null) {
+            return {
+                ...EMPTY_FORM_VALUES,
+                policyKind: 'upload',
+                cardSelections: cardsMasterList.map((row) => ({
+                    ...row,
+                    isChecked: false,
+                })),
+                limits: buildEmptyLimitRows(),
+            };
+        }
+        return {
+            ...EMPTY_FORM_VALUES,
+            policyKind: 'upload',
+            cardSelections: cardsMasterList.map((row) => ({
+                ...row,
+                isChecked: false,
+            })),
+            limits: buildEmptyLimitRows(),
+            policiesReview: buildUploadReviewRows(uploadDraftPolicies, cardsMasterList, categorySearchOptions),
+        };
+    }
+    // Guided
+    const draftPolicies = initialData.wizardPlan?.step5Review?.draftPolicies ?? [];
+    const primary = draftPolicies[0];
+    if (primary == null) {
+        return {
+            policyKind: 'guided',
+            vendorPolicy: buildAllowBlockFromSeeds(vendorAllowSeed, vendorBlockSeed),
+            categoryPolicy: buildAllowBlockFromSeeds(categoryAllowSeed, categoryBlockSeed),
+            cardSelections: cardsMasterList.map((row) => ({
+                ...row,
+                isChecked: false,
+            })),
+            limits: buildEmptyLimitRows(),
+            policiesReview: [],
+        };
+    }
+    const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);
+    const vendorMode = inferAllowBlockMode(primary.allowedEntity.merchantNames.length, primary.blockedEntity.merchantNames.length);
+    const aiVendorAllow = draftMerchantsToChips(primary.allowedEntity.merchantNames);
+    const aiVendorBlock = draftMerchantsToChips(primary.blockedEntity.merchantNames);
+    const vendorPolicy = {
+        mode: vendorMode,
+        allowItems: mergeAiAndSeedChips(aiVendorAllow, vendorAllowSeed),
+        blockItems: mergeAiAndSeedChips(aiVendorBlock, vendorBlockSeed),
+    };
+    const categoryMode = inferAllowBlockMode(primary.allowedEntity.categoryCodes.length, primary.blockedEntity.categoryCodes.length);
+    const aiCategoryAllow = draftCategoryCodesToChips(primary.allowedEntity.categoryCodes, mccCodeToCategory);
+    const aiCategoryBlock = draftCategoryCodesToChips(primary.blockedEntity.categoryCodes, mccCodeToCategory);
+    const categoryPolicy = {
+        mode: categoryMode,
+        allowItems: mergeAiAndSeedChips(aiCategoryAllow, categoryAllowSeed),
+        blockItems: mergeAiAndSeedChips(aiCategoryBlock, categoryBlockSeed),
+    };
+    const cardSelections = cardsMasterList.map((row) => ({
+        ...row,
+        isChecked: primary.applyToCards.includes(row.id),
+    }));
+    const limits = [
+        {
+            id: CARD_POLICY_LIMIT_ROW_ID_TRANSACTION,
+            isEnabled: primary.spendLimits.transaction > 0,
+            amount: primary.spendLimits.transaction > 0
+                ? primary.spendLimits.transaction
+                : undefined,
+        },
+        {
+            id: CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT,
+            isEnabled: primary.requiredReceiptThreshold > 0,
+            amount: primary.requiredReceiptThreshold > 0
+                ? primary.requiredReceiptThreshold
+                : undefined,
+        },
+    ];
+    return {
+        policyKind: 'guided',
+        vendorPolicy,
+        categoryPolicy,
+        cardSelections,
+        limits,
+        policiesReview: draftPolicies.map((p) => ({
+            id: p.id,
+            isChecked: true,
+            name: p.name,
+            chipGroups: [],
+        })),
+    };
+};
+const buildSuggestedPoliciesSeed = (initialData) => (initialData.wizardPlan?.step5Review?.draftPolicies ?? []).map((draft) => ({
+    id: draft.id,
+    name: draft.name,
+    isChecked: true,
+}));
+const merchantsToChips = (names) => (names ?? []).map((name) => toVendorChipFieldValue(name, false));
+const categoriesToChips = (categories) => (categories ?? []).map((category) => toMccCategoryChipFieldValue(category, false));
+const buildAllowBlockFromSeeds = (allowItems, blockItems) => {
+    if (allowItems.length === 0 && blockItems.length === 0) {
+        return EMPTY_ALLOW_BLOCK;
+    }
+    return { mode: 'allow', allowItems, blockItems };
+};
+const buildMccCodeToCategoryMap = (categories) => {
+    const map = new Map();
+    for (const category of categories ?? []) {
+        for (const code of category.mccCodes) {
+            if (!map.has(code)) {
+                map.set(code, category);
+            }
+        }
+    }
+    return map;
+};
+const buildOwnerSummaries = (cardIds, cardsMasterList) => {
+    const cardsById = new Map(cardsMasterList.map((card) => [card.id, card]));
+    const summaries = new Map();
+    for (const cardId of cardIds) {
+        const card = cardsById.get(cardId);
+        if (card == null) {
+            continue;
+        }
+        const existing = summaries.get(card.owner.userId);
+        if (existing != null) {
+            existing.cardIds.push(cardId);
+            continue;
+        }
+        summaries.set(card.owner.userId, {
+            userId: card.owner.userId,
+            displayName: card.owner.displayName,
+            cardIds: [cardId],
+        });
+    }
+    return Array.from(summaries.values());
+};
+const buildAutoReviewChipGroupsForDraft = (draft, cardsMasterList, mccCodeToCategory) => {
+    const groups = [];
+    if (draft.allowedEntity.merchantNames.length > 0) {
+        groups.push({
+            id: 'allowed-vendors',
+            label: 'Allowed Vendors',
+            chips: draft.allowedEntity.merchantNames.map((name) => ({
+                id: buildVendorChipId(name),
+                label: name,
+                chipKind: 'positive',
+                isSelected: true,
+            })),
+        });
+    }
+    if (draft.blockedEntity.merchantNames.length > 0) {
+        groups.push({
+            id: 'blocked-vendors',
+            label: 'Blocked Vendors',
+            chips: draft.blockedEntity.merchantNames.map((name) => ({
+                id: buildVendorChipId(name),
+                label: name,
+                chipKind: 'negative',
+                isSelected: true,
+            })),
+        });
+    }
+    if (draft.allowedEntity.categoryCodes.length > 0) {
+        groups.push({
+            id: 'allowed-categories',
+            label: 'Allowed Categories',
+            chips: draft.allowedEntity.categoryCodes.map((code) => {
+                const category = mccCodeToCategory.get(code);
+                const label = category != null ? `${category.name} (${code})` : code;
+                return {
+                    id: code,
+                    label,
+                    chipKind: 'positive',
+                    isSelected: true,
+                    optionalCode: code,
+                };
+            }),
+        });
+    }
+    if (draft.blockedEntity.categoryCodes.length > 0) {
+        groups.push({
+            id: 'restricted-categories',
+            label: 'Restricted Categories',
+            chips: draft.blockedEntity.categoryCodes.map((code) => {
+                const category = mccCodeToCategory.get(code);
+                const label = category != null ? `${category.name} (${code})` : code;
+                return {
+                    id: code,
+                    label,
+                    chipKind: 'negative',
+                    isSelected: true,
+                    optionalCode: code,
+                };
+            }),
+        });
+    }
+    if (draft.applyToCards.length > 0) {
+        const owners = buildOwnerSummaries(draft.applyToCards, cardsMasterList);
+        if (owners.length > 0) {
+            groups.push({
+                id: 'applied-to-cards',
+                label: 'Applied to Cards',
+                chips: owners.map((owner) => ({
+                    id: owner.userId,
+                    label: owner.displayName,
+                    chipKind: 'avatar',
+                    cardIds: owner.cardIds,
+                    isSelected: true,
+                })),
+            });
+        }
+    }
+    return groups;
+};
+const buildAutoReviewRows = (draftPolicies, cardsMasterList, categorySearchOptions) => {
+    const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);
+    return draftPolicies.map((draft) => ({
+        id: draft.id,
+        isChecked: true,
+        name: draft.name,
+        chipGroups: buildAutoReviewChipGroupsForDraft(draft, cardsMasterList, mccCodeToCategory),
+    }));
+};
+/**
+ * Upload-only "Limits" chip group carrying the draft's
+ * `spend_limits.transaction` and `required_receipt_threshold`. Each
+ * chip stashes its numeric value on `optionalCode` so the bulk-submit
+ * builder can recover it without re-parsing the label.
+ */
+const buildUploadLimitsChipGroup = (draft) => {
+    const transactionEnabled = draft.spendLimits.transaction > 0;
+    const receiptEnabled = draft.requiredReceiptThreshold > 0;
+    return {
+        id: 'limits',
+        label: 'Limits',
+        kind: 'limits',
+        chips: [
+            {
+                id: 'limit-transaction',
+                label: 'Transaction Limit',
+                helperText: 'Maximum amount per single transaction',
+                placeholder: '$0',
+                chipKind: 'positive',
+                isSelected: transactionEnabled,
+                optionalCode: transactionEnabled
+                    ? String(draft.spendLimits.transaction)
+                    : undefined,
+            },
+            {
+                id: 'limit-receipt',
+                label: 'Require Receipt',
+                helperText: 'Require a receipt above this amount',
+                placeholder: '$0',
+                chipKind: 'positive',
+                isSelected: receiptEnabled,
+                optionalCode: receiptEnabled
+                    ? String(draft.requiredReceiptThreshold)
+                    : undefined,
+            },
+        ],
+    };
+};
+export const buildUploadReviewRows = (draftPolicies, cardsMasterList, categorySearchOptions) => {
+    const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);
+    return draftPolicies.map((draft) => {
+        const chipGroups = buildAutoReviewChipGroupsForDraft(draft, cardsMasterList, mccCodeToCategory);
+        chipGroups.push(buildUploadLimitsChipGroup(draft));
+        return {
+            id: draft.id,
+            isChecked: true,
+            name: draft.name,
+            chipGroups,
+        };
+    });
+};
+/**
+ * Infer the AllowBlock mode for a draft policy field. The BE doesn't
+ * tell the FE which radio to pre-select; mirrors the rule used by
+ * `applyExtractedPolicyTo*FormValues`:
+ *
+ *  - allow side has any value → `"allow"`
+ *  - block side has any value → `"block"`
+ *  - both empty → `"allow"` (default)
+ *  - both populated → `"allow"` (user can flip the radio to reveal block).
+ */
+const inferAllowBlockMode = (allowCount, blockCount) => {
+    if (allowCount > 0) {
+        return 'allow';
+    }
+    if (blockCount > 0) {
+        return 'block';
+    }
+    return 'allow';
+};
+const draftMerchantsToChips = (names) => names.map((name) => toVendorChipFieldValue(name, true));
+const draftCategoryCodesToChips = (codes, mccCodeToCategory) => codes.map((code) => {
+    const category = mccCodeToCategory.get(code);
+    if (category != null) {
+        return toMccCategoryChipFieldValue(category, true);
+    }
+    return {
+        id: code,
+        label: code,
+        isSelected: true,
+        optionalCode: code,
+        optionalCodes: [code],
+    };
+});
+const mergeAiAndSeedChips = (aiChips, seedChips) => {
+    const seenIds = new Set(aiChips.map((chip) => chip.id));
+    const extraSeeds = seedChips.filter((chip) => !seenIds.has(chip.id));
+    return [...aiChips, ...extraSeeds];
+};

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.js.map

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{\n  CardPolicyDraftPolicy,\n  CardPolicyInitialData,\n} from '../../../../../entity/aiCfo/aiCfoState';\nimport {\n  buildVendorChipId,\n  toMccCategoryChipFieldValue,\n  toVendorChipFieldValue,\n} from './cardPolicyChipIds';\nimport {\n  AiCardPolicyFormDraftSeedContext,\n  CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT,\n  CARD_POLICY_LIMIT_ROW_ID_TRANSACTION,\n  CardPolicyAllowBlockFieldValue,\n  CardPolicyCardSelectionRow,\n  CardPolicyChipFieldValue,\n  CardPolicyDefaultSeedSuggestions,\n  CardPolicyFormDraft,\n  CardPolicyLimitFieldValue,\n  CardPolicyReviewChip,\n  CardPolicyReviewChipGroup,\n  CardPolicyReviewRow,\n  CardPolicySuggestedPolicySeed,\n  MccCategoryLike,\n} from './cardPolicyFormDraftTypes';\n\nexport interface BuildAiCardPolicyFormDraftSeedArgs\n  extends CardPolicyDefaultSeedSuggestions {\n  initialData: CardPolicyInitialData;\n  /**\n   * Tenant-wide card master list. Used by both `guided` (Step 3 row\n   * universe) and `auto` / `upload` (resolving avatar chips' display\n   * names from `applyToCards` IDs).\n   */\n  cardsMasterList?: CardPolicyCardSelectionRow[];\n  /**\n   * MCC category lookup used to resolve BE-shipped `category_codes`\n   * (e.g. `\"6051\"`) into human labels (e.g. `\"Cryptocurrency\"`) for\n   * the review chips and the Step-2 seed.\n   */\n  categorySearchOptions?: MccCategoryLike[];\n}\n\nexport interface BuildAiCardPolicyFormDraftSeedResult {\n  context: AiCardPolicyFormDraftSeedContext;\n  draft: CardPolicyFormDraft;\n}\n\nconst EMPTY_ALLOW_BLOCK: CardPolicyAllowBlockFieldValue = {\n  mode: 'allow',\n  allowItems: [],\n  blockItems: [],\n};\n\nconst EMPTY_FORM_VALUES: Omit<CardPolicyFormDraft, 'policyKind'> = {\n  vendorPolicy: EMPTY_ALLOW_BLOCK,\n  categoryPolicy: EMPTY_ALLOW_BLOCK,\n  cardSelections: [],\n  limits: [],\n  policiesReview: [],\n};\n\nexport const buildEmptyLimitRows = (): CardPolicyLimitFieldValue[] => [\n  {id: CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, isEnabled: false},\n  {id: CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, isEnabled: false},\n];\n\n/**\n * Build the initial `CardPolicyFormDraft` + companion seed context for\n * a fresh AI CFO card-policy session. Used by the\n * `seedAiCardPolicyFormDraft` reducer.\n *\n * - `auto` (1-step review): chip groups are built eagerly from each\n *   `draftPolicies[i]` since there's no live form to derive from.\n * - `guided` (5-step wizard): Steps 1–4 seeded from `draftPolicies[0]`,\n *   Step 5 seeded with one identity-only row per `draftPolicies[i]`;\n *   chip groups are re-derived on every `applyAiCardPolicyFormDraftUpdate`.\n * - `upload` (3-step): pre-recommendation returns an empty scaffold;\n *   post-recommendation, Step 5 review rows + their chip groups are\n *   derived from `wizardPlan.step5Review.draftPolicies`.\n */\nexport const buildAiCardPolicyFormDraftSeed = ({\n  initialData,\n  cardsMasterList = [],\n  categorySearchOptions,\n  suggestedAllowMerchants,\n  suggestedBlockMerchants,\n  suggestedAllowCategories,\n  suggestedBlockCategories,\n}: BuildAiCardPolicyFormDraftSeedArgs): BuildAiCardPolicyFormDraftSeedResult => {\n  const suggestedPoliciesSeed = buildSuggestedPoliciesSeed(initialData);\n  const wizardPlan =\n    'wizardPlan' in initialData ? initialData.wizardPlan : undefined;\n  const source =\n    initialData.policyKind === 'upload' ? initialData.source : undefined;\n\n  const context: AiCardPolicyFormDraftSeedContext = {\n    policyKind: initialData.policyKind,\n    cardsMasterList,\n    categorySearchOptions: categorySearchOptions ?? [],\n    suggestedAllowMerchants,\n    suggestedBlockMerchants,\n    suggestedAllowCategories,\n    suggestedBlockCategories,\n    suggestedPoliciesSeed,\n    wizardPlan,\n    source,\n  };\n\n  const draft = buildDraftFromInitialData({\n    initialData,\n    cardsMasterList,\n    categorySearchOptions,\n    suggestedAllowMerchants,\n    suggestedBlockMerchants,\n    suggestedAllowCategories,\n    suggestedBlockCategories,\n  });\n\n  return {draft, context};\n};\n\ninterface BuildDraftArgs extends CardPolicyDefaultSeedSuggestions {\n  cardsMasterList: CardPolicyCardSelectionRow[];\n  initialData: CardPolicyInitialData;\n  categorySearchOptions?: MccCategoryLike[];\n}\n\nconst buildDraftFromInitialData = ({\n  initialData,\n  cardsMasterList,\n  categorySearchOptions,\n  suggestedAllowMerchants,\n  suggestedBlockMerchants,\n  suggestedAllowCategories,\n  suggestedBlockCategories,\n}: BuildDraftArgs): CardPolicyFormDraft => {\n  const vendorAllowSeed = merchantsToChips(suggestedAllowMerchants);\n  const vendorBlockSeed = merchantsToChips(suggestedBlockMerchants);\n  const categoryAllowSeed = categoriesToChips(suggestedAllowCategories);\n  const categoryBlockSeed = categoriesToChips(suggestedBlockCategories);\n\n  if (initialData.policyKind === 'auto') {\n    const autoDraftPolicies =\n      initialData.wizardPlan?.step5Review?.draftPolicies ?? [];\n    return {\n      ...EMPTY_FORM_VALUES,\n      policyKind: 'auto',\n      policiesReview: buildAutoReviewRows(\n        autoDraftPolicies,\n        cardsMasterList,\n        categorySearchOptions\n      ),\n    };\n  }\n\n  if (initialData.policyKind === 'upload') {\n    const uploadDraftPolicies =\n      initialData.wizardPlan?.step5Review?.draftPolicies;\n    if (uploadDraftPolicies == null) {\n      return {\n        ...EMPTY_FORM_VALUES,\n        policyKind: 'upload',\n        cardSelections: cardsMasterList.map((row) => ({\n          ...row,\n          isChecked: false,\n        })),\n        limits: buildEmptyLimitRows(),\n      };\n    }\n    return {\n      ...EMPTY_FORM_VALUES,\n      policyKind: 'upload',\n      cardSelections: cardsMasterList.map((row) => ({\n        ...row,\n        isChecked: false,\n      })),\n      limits: buildEmptyLimitRows(),\n      policiesReview: buildUploadReviewRows(\n        uploadDraftPolicies,\n        cardsMasterList,\n        categorySearchOptions\n      ),\n    };\n  }\n\n  // Guided\n  const draftPolicies =\n    initialData.wizardPlan?.step5Review?.draftPolicies ?? [];\n  const primary = draftPolicies[0];\n  if (primary == null) {\n    return {\n      policyKind: 'guided',\n      vendorPolicy: buildAllowBlockFromSeeds(vendorAllowSeed, vendorBlockSeed),\n      categoryPolicy: buildAllowBlockFromSeeds(\n        categoryAllowSeed,\n        categoryBlockSeed\n      ),\n      cardSelections: cardsMasterList.map((row) => ({\n        ...row,\n        isChecked: false,\n      })),\n      limits: buildEmptyLimitRows(),\n      policiesReview: [],\n    };\n  }\n\n  const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);\n\n  const vendorMode = inferAllowBlockMode(\n    primary.allowedEntity.merchantNames.length,\n    primary.blockedEntity.merchantNames.length\n  );\n  const aiVendorAllow = draftMerchantsToChips(\n    primary.allowedEntity.merchantNames\n  );\n  const aiVendorBlock = draftMerchantsToChips(\n    primary.blockedEntity.merchantNames\n  );\n  const vendorPolicy: CardPolicyAllowBlockFieldValue = {\n    mode: vendorMode,\n    allowItems: mergeAiAndSeedChips(aiVendorAllow, vendorAllowSeed),\n    blockItems: mergeAiAndSeedChips(aiVendorBlock, vendorBlockSeed),\n  };\n\n  const categoryMode = inferAllowBlockMode(\n    primary.allowedEntity.categoryCodes.length,\n    primary.blockedEntity.categoryCodes.length\n  );\n  const aiCategoryAllow = draftCategoryCodesToChips(\n    primary.allowedEntity.categoryCodes,\n    mccCodeToCategory\n  );\n  const aiCategoryBlock = draftCategoryCodesToChips(\n    primary.blockedEntity.categoryCodes,\n    mccCodeToCategory\n  );\n  const categoryPolicy: CardPolicyAllowBlockFieldValue = {\n    mode: categoryMode,\n    allowItems: mergeAiAndSeedChips(aiCategoryAllow, categoryAllowSeed),\n    blockItems: mergeAiAndSeedChips(aiCategoryBlock, categoryBlockSeed),\n  };\n\n  const cardSelections = cardsMasterList.map((row) => ({\n    ...row,\n    isChecked: primary.applyToCards.includes(row.id),\n  }));\n\n  const limits: CardPolicyLimitFieldValue[] = [\n    {\n      id: CARD_POLICY_LIMIT_ROW_ID_TRANSACTION,\n      isEnabled: primary.spendLimits.transaction > 0,\n      amount:\n        primary.spendLimits.transaction > 0\n          ? primary.spendLimits.transaction\n          : undefined,\n    },\n    {\n      id: CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT,\n      isEnabled: primary.requiredReceiptThreshold > 0,\n      amount:\n        primary.requiredReceiptThreshold > 0\n          ? primary.requiredReceiptThreshold\n          : undefined,\n    },\n  ];\n\n  return {\n    policyKind: 'guided',\n    vendorPolicy,\n    categoryPolicy,\n    cardSelections,\n    limits,\n    policiesReview: draftPolicies.map((p) => ({\n      id: p.id,\n      isChecked: true,\n      name: p.name,\n      chipGroups: [],\n    })),\n  };\n};\n\nconst buildSuggestedPoliciesSeed = (\n  initialData: CardPolicyInitialData\n): CardPolicySuggestedPolicySeed[] =>\n  (initialData.wizardPlan?.step5Review?.draftPolicies ?? []).map((draft) => ({\n    id: draft.id,\n    name: draft.name,\n    isChecked: true,\n  }));\n\nconst merchantsToChips = (\n  names: string[] | undefined\n): CardPolicyChipFieldValue[] =>\n  (names ?? []).map((name) => toVendorChipFieldValue(name, false));\n\nconst categoriesToChips = (\n  categories: MccCategoryLike[] | undefined\n): CardPolicyChipFieldValue[] =>\n  (categories ?? []).map((category) =>\n    toMccCategoryChipFieldValue(category, false)\n  );\n\nconst buildAllowBlockFromSeeds = (\n  allowItems: CardPolicyChipFieldValue[],\n  blockItems: CardPolicyChipFieldValue[]\n): CardPolicyAllowBlockFieldValue => {\n  if (allowItems.length === 0 && blockItems.length === 0) {\n    return EMPTY_ALLOW_BLOCK;\n  }\n  return {mode: 'allow', allowItems, blockItems};\n};\n\nconst buildMccCodeToCategoryMap = (\n  categories: MccCategoryLike[] | undefined\n): Map<string, MccCategoryLike> => {\n  const map = new Map<string, MccCategoryLike>();\n  for (const category of categories ?? []) {\n    for (const code of category.mccCodes) {\n      if (!map.has(code)) {\n        map.set(code, category);\n      }\n    }\n  }\n  return map;\n};\n\ninterface OwnerSummary {\n  cardIds: string[];\n  displayName: string;\n  userId: string;\n}\n\nconst buildOwnerSummaries = (\n  cardIds: string[],\n  cardsMasterList: CardPolicyCardSelectionRow[]\n): OwnerSummary[] => {\n  const cardsById = new Map(cardsMasterList.map((card) => [card.id, card]));\n  const summaries = new Map<string, OwnerSummary>();\n  for (const cardId of cardIds) {\n    const card = cardsById.get(cardId);\n    if (card == null) {\n      continue;\n    }\n    const existing = summaries.get(card.owner.userId);\n    if (existing != null) {\n      existing.cardIds.push(cardId);\n      continue;\n    }\n    summaries.set(card.owner.userId, {\n      userId: card.owner.userId,\n      displayName: card.owner.displayName,\n      cardIds: [cardId],\n    });\n  }\n  return Array.from(summaries.values());\n};\n\nconst buildAutoReviewChipGroupsForDraft = (\n  draft: CardPolicyDraftPolicy,\n  cardsMasterList: CardPolicyCardSelectionRow[],\n  mccCodeToCategory: Map<string, MccCategoryLike>\n): CardPolicyReviewChipGroup[] => {\n  const groups: CardPolicyReviewChipGroup[] = [];\n\n  if (draft.allowedEntity.merchantNames.length > 0) {\n    groups.push({\n      id: 'allowed-vendors',\n      label: 'Allowed Vendors',\n      chips: draft.allowedEntity.merchantNames.map(\n        (name): CardPolicyReviewChip => ({\n          id: buildVendorChipId(name),\n          label: name,\n          chipKind: 'positive',\n          isSelected: true,\n        })\n      ),\n    });\n  }\n\n  if (draft.blockedEntity.merchantNames.length > 0) {\n    groups.push({\n      id: 'blocked-vendors',\n      label: 'Blocked Vendors',\n      chips: draft.blockedEntity.merchantNames.map(\n        (name): CardPolicyReviewChip => ({\n          id: buildVendorChipId(name),\n          label: name,\n          chipKind: 'negative',\n          isSelected: true,\n        })\n      ),\n    });\n  }\n\n  if (draft.allowedEntity.categoryCodes.length > 0) {\n    groups.push({\n      id: 'allowed-categories',\n      label: 'Allowed Categories',\n      chips: draft.allowedEntity.categoryCodes.map(\n        (code): CardPolicyReviewChip => {\n          const category = mccCodeToCategory.get(code);\n          const label = category != null ? `${category.name} (${code})` : code;\n          return {\n            id: code,\n            label,\n            chipKind: 'positive',\n            isSelected: true,\n            optionalCode: code,\n          };\n        }\n      ),\n    });\n  }\n\n  if (draft.blockedEntity.categoryCodes.length > 0) {\n    groups.push({\n      id: 'restricted-categories',\n      label: 'Restricted Categories',\n      chips: draft.blockedEntity.categoryCodes.map(\n        (code): CardPolicyReviewChip => {\n          const category = mccCodeToCategory.get(code);\n          const label = category != null ? `${category.name} (${code})` : code;\n          return {\n            id: code,\n            label,\n            chipKind: 'negative',\n            isSelected: true,\n            optionalCode: code,\n          };\n        }\n      ),\n    });\n  }\n\n  if (draft.applyToCards.length > 0) {\n    const owners = buildOwnerSummaries(draft.applyToCards, cardsMasterList);\n    if (owners.length > 0) {\n      groups.push({\n        id: 'applied-to-cards',\n        label: 'Applied to Cards',\n        chips: owners.map(\n          (owner): CardPolicyReviewChip => ({\n            id: owner.userId,\n            label: owner.displayName,\n            chipKind: 'avatar',\n            cardIds: owner.cardIds,\n            isSelected: true,\n          })\n        ),\n      });\n    }\n  }\n\n  return groups;\n};\n\nconst buildAutoReviewRows = (\n  draftPolicies: CardPolicyDraftPolicy[],\n  cardsMasterList: CardPolicyCardSelectionRow[],\n  categorySearchOptions: MccCategoryLike[] | undefined\n): CardPolicyReviewRow[] => {\n  const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);\n  return draftPolicies.map((draft) => ({\n    id: draft.id,\n    isChecked: true,\n    name: draft.name,\n    chipGroups: buildAutoReviewChipGroupsForDraft(\n      draft,\n      cardsMasterList,\n      mccCodeToCategory\n    ),\n  }));\n};\n\n/**\n * Upload-only \"Limits\" chip group carrying the draft's\n * `spend_limits.transaction` and `required_receipt_threshold`. Each\n * chip stashes its numeric value on `optionalCode` so the bulk-submit\n * builder can recover it without re-parsing the label.\n */\nconst buildUploadLimitsChipGroup = (\n  draft: CardPolicyDraftPolicy\n): CardPolicyReviewChipGroup => {\n  const transactionEnabled = draft.spendLimits.transaction > 0;\n  const receiptEnabled = draft.requiredReceiptThreshold > 0;\n  return {\n    id: 'limits',\n    label: 'Limits',\n    kind: 'limits',\n    chips: [\n      {\n        id: 'limit-transaction',\n        label: 'Transaction Limit',\n        helperText: 'Maximum amount per single transaction',\n        placeholder: '$0',\n        chipKind: 'positive',\n        isSelected: transactionEnabled,\n        optionalCode: transactionEnabled\n          ? String(draft.spendLimits.transaction)\n          : undefined,\n      },\n      {\n        id: 'limit-receipt',\n        label: 'Require Receipt',\n        helperText: 'Require a receipt above this amount',\n        placeholder: '$0',\n        chipKind: 'positive',\n        isSelected: receiptEnabled,\n        optionalCode: receiptEnabled\n          ? String(draft.requiredReceiptThreshold)\n          : undefined,\n      },\n    ],\n  };\n};\n\nexport const buildUploadReviewRows = (\n  draftPolicies: CardPolicyDraftPolicy[],\n  cardsMasterList: CardPolicyCardSelectionRow[],\n  categorySearchOptions: MccCategoryLike[] | undefined\n): CardPolicyReviewRow[] => {\n  const mccCodeToCategory = buildMccCodeToCategoryMap(categorySearchOptions);\n  return draftPolicies.map((draft) => {\n    const chipGroups = buildAutoReviewChipGroupsForDraft(\n      draft,\n      cardsMasterList,\n      mccCodeToCategory\n    );\n    chipGroups.push(buildUploadLimitsChipGroup(draft));\n    return {\n      id: draft.id,\n      isChecked: true,\n      name: draft.name,\n      chipGroups,\n    };\n  });\n};\n\n/**\n * Infer the AllowBlock mode for a draft policy field. The BE doesn't\n * tell the FE which radio to pre-select; mirrors the rule used by\n * `applyExtractedPolicyTo*FormValues`:\n *\n *  - allow side has any value → `\"allow\"`\n *  - block side has any value → `\"block\"`\n *  - both empty → `\"allow\"` (default)\n *  - both populated → `\"allow\"` (user can flip the radio to reveal block).\n */\nconst inferAllowBlockMode = (\n  allowCount: number,\n  blockCount: number\n): 'allow' | 'block' => {\n  if (allowCount > 0) {\n    return 'allow';\n  }\n  if (blockCount > 0) {\n    return 'block';\n  }\n  return 'allow';\n};\n\nconst draftMerchantsToChips = (names: string[]): CardPolicyChipFieldValue[] =>\n  names.map((name) => toVendorChipFieldValue(name, true));\n\nconst draftCategoryCodesToChips = (\n  codes: string[],\n  mccCodeToCategory: Map<string, MccCategoryLike>\n): CardPolicyChipFieldValue[] =>\n  codes.map((code) => {\n    const category = mccCodeToCategory.get(code);\n    if (category != null) {\n      return toMccCategoryChipFieldValue(category, true);\n    }\n    return {\n      id: code,\n      label: code,\n      isSelected: true,\n      optionalCode: code,\n      optionalCodes: [code],\n    };\n  });\n\nconst mergeAiAndSeedChips = (\n  aiChips: CardPolicyChipFieldValue[],\n  seedChips: CardPolicyChipFieldValue[]\n): CardPolicyChipFieldValue[] => {\n  const seenIds = new Set(aiChips.map((chip) => chip.id));\n  const extraSeeds = seedChips.filter((chip) => !seenIds.has(chip.id));\n  return [...aiChips, ...extraSeeds];\n};\n"]}

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.js

@@ -0,0 +1,34 @@
+import { toMccCategoryChipFieldValue, toVendorChipFieldValue, } from './cardPolicyChipIds';
+import { buildEmptyLimitRows, } from './buildAiCardPolicyFormDraftSeed';
+const EMPTY_ALLOW_BLOCK = {
+    mode: 'allow',
+    allowItems: [],
+    blockItems: [],
+};
+/**
+ * Build the initial `CardPolicyCreateFormDraft` for a fresh manual
+ * create-page session. Mirrors the AI guided seed minus the wizard
+ * plan: every BE-suggested chip lands `isSelected: false` so the user
+ * has to opt each suggestion onto the policy explicitly.
+ */
+export const buildManualCardPolicyFormDraftSeed = ({ cardsMasterList = [], suggestedAllowMerchants, suggestedBlockMerchants, suggestedAllowCategories, suggestedBlockCategories, }) => {
+    const vendorAllow = (suggestedAllowMerchants ?? []).map((name) => toVendorChipFieldValue(name, false));
+    const vendorBlock = (suggestedBlockMerchants ?? []).map((name) => toVendorChipFieldValue(name, false));
+    const categoryAllow = (suggestedAllowCategories ?? []).map((category) => toMccCategoryChipFieldValue(category, false));
+    const categoryBlock = (suggestedBlockCategories ?? []).map((category) => toMccCategoryChipFieldValue(category, false));
+    const vendorPolicy = vendorAllow.length === 0 && vendorBlock.length === 0
+        ? EMPTY_ALLOW_BLOCK
+        : { mode: 'allow', allowItems: vendorAllow, blockItems: vendorBlock };
+    const categoryPolicy = categoryAllow.length === 0 && categoryBlock.length === 0
+        ? EMPTY_ALLOW_BLOCK
+        : { mode: 'allow', allowItems: categoryAllow, blockItems: categoryBlock };
+    return {
+        name: '',
+        description: '',
+        mode: 'strict',
+        vendorPolicy,
+        categoryPolicy,
+        cardSelections: cardsMasterList.map((row) => ({ ...row, isChecked: false })),
+        limits: buildEmptyLimitRows(),
+    };
+};

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"buildManualCardPolicyFormDraftSeed.js","sourceRoot":"","sources":["../../../../../../../src/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed.ts"],"names":[],"mappings":"AAAA,OAAO,EACL,2BAA2B,EAC3B,sBAAsB,GACvB,MAAM,qBAAqB,CAAC;AAC7B,OAAO,EACL,mBAAmB,GACpB,MAAM,kCAAkC,CAAC;AAa1C,MAAM,iBAAiB,GAAmC;IACxD,IAAI,EAAE,OAAO;IACb,UAAU,EAAE,EAAE;IACd,UAAU,EAAE,EAAE;CACf,CAAC;AAEF;;;;;GAKG;AACH,MAAM,CAAC,MAAM,kCAAkC,GAAG,CAAC,EACjD,eAAe,GAAG,EAAE,EACpB,uBAAuB,EACvB,uBAAuB,EACvB,wBAAwB,EACxB,wBAAwB,GACe,EAA6B,EAAE;IACtE,MAAM,WAAW,GAAG,CAAC,uBAAuB,IAAI,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CAC/D,sBAAsB,CAAC,IAAI,EAAE,KAAK,CAAC,CACpC,CAAC;IACF,MAAM,WAAW,GAAG,CAAC,uBAAuB,IAAI,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CAC/D,sBAAsB,CAAC,IAAI,EAAE,KAAK,CAAC,CACpC,CAAC;IACF,MAAM,aAAa,GAAG,CAAC,wBAAwB,IAAI,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE,EAAE,CACtE,2BAA2B,CAAC,QAAQ,EAAE,KAAK,CAAC,CAC7C,CAAC;IACF,MAAM,aAAa,GAAG,CAAC,wBAAwB,IAAI,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE,EAAE,CACtE,2BAA2B,CAAC,QAAQ,EAAE,KAAK,CAAC,CAC7C,CAAC;IAEF,MAAM,YAAY,GAChB,WAAW,CAAC,MAAM,KAAK,CAAC,IAAI,WAAW,CAAC,MAAM,KAAK,CAAC;QAClD,CAAC,CAAC,iBAAiB;QACnB,CAAC,CAAC,EAAC,IAAI,EAAE,OAAO,EAAE,UAAU,EAAE,WAAW,EAAE,UAAU,EAAE,WAAW,EAAC,CAAC;IAExE,MAAM,cAAc,GAClB,aAAa,CAAC,MAAM,KAAK,CAAC,IAAI,aAAa,CAAC,MAAM,KAAK,CAAC;QACtD,CAAC,CAAC,iBAAiB;QACnB,CAAC,CAAC,EAAC,IAAI,EAAE,OAAO,EAAE,UAAU,EAAE,aAAa,EAAE,UAAU,EAAE,aAAa,EAAC,CAAC;IAE5E,OAAO;QACL,IAAI,EAAE,EAAE;QACR,WAAW,EAAE,EAAE;QACf,IAAI,EAAE,QAAQ;QACd,YAAY;QACZ,cAAc;QACd,cAAc,EAAE,eAAe,CAAC,GAAG,CAAC,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC,EAAC,GAAG,GAAG,EAAE,SAAS,EAAE,KAAK,EAAC,CAAC,CAAC;QAC1E,MAAM,EAAE,mBAAmB,EAAE;KAC9B,CAAC;AACJ,CAAC,CAAC","sourcesContent":["import {\n  toMccCategoryChipFieldValue,\n  toVendorChipFieldValue,\n} from './cardPolicyChipIds';\nimport {\n  buildEmptyLimitRows,\n} from './buildAiCardPolicyFormDraftSeed';\nimport {\n  CardPolicyAllowBlockFieldValue,\n  CardPolicyCardSelectionRow,\n  CardPolicyCreateFormDraft,\n  CardPolicyDefaultSeedSuggestions,\n} from './cardPolicyFormDraftTypes';\n\nexport interface BuildManualCardPolicyFormDraftSeedArgs\n  extends CardPolicyDefaultSeedSuggestions {\n  cardsMasterList?: CardPolicyCardSelectionRow[];\n}\n\nconst EMPTY_ALLOW_BLOCK: CardPolicyAllowBlockFieldValue = {\n  mode: 'allow',\n  allowItems: [],\n  blockItems: [],\n};\n\n/**\n * Build the initial `CardPolicyCreateFormDraft` for a fresh manual\n * create-page session. Mirrors the AI guided seed minus the wizard\n * plan: every BE-suggested chip lands `isSelected: false` so the user\n * has to opt each suggestion onto the policy explicitly.\n */\nexport const buildManualCardPolicyFormDraftSeed = ({\n  cardsMasterList = [],\n  suggestedAllowMerchants,\n  suggestedBlockMerchants,\n  suggestedAllowCategories,\n  suggestedBlockCategories,\n}: BuildManualCardPolicyFormDraftSeedArgs): CardPolicyCreateFormDraft => {\n  const vendorAllow = (suggestedAllowMerchants ?? []).map((name) =>\n    toVendorChipFieldValue(name, false)\n  );\n  const vendorBlock = (suggestedBlockMerchants ?? []).map((name) =>\n    toVendorChipFieldValue(name, false)\n  );\n  const categoryAllow = (suggestedAllowCategories ?? []).map((category) =>\n    toMccCategoryChipFieldValue(category, false)\n  );\n  const categoryBlock = (suggestedBlockCategories ?? []).map((category) =>\n    toMccCategoryChipFieldValue(category, false)\n  );\n\n  const vendorPolicy: CardPolicyAllowBlockFieldValue =\n    vendorAllow.length === 0 && vendorBlock.length === 0\n      ? EMPTY_ALLOW_BLOCK\n      : {mode: 'allow', allowItems: vendorAllow, blockItems: vendorBlock};\n\n  const categoryPolicy: CardPolicyAllowBlockFieldValue =\n    categoryAllow.length === 0 && categoryBlock.length === 0\n      ? EMPTY_ALLOW_BLOCK\n      : {mode: 'allow', allowItems: categoryAllow, blockItems: categoryBlock};\n\n  return {\n    name: '',\n    description: '',\n    mode: 'strict',\n    vendorPolicy,\n    categoryPolicy,\n    cardSelections: cardsMasterList.map((row) => ({...row, isChecked: false})),\n    limits: buildEmptyLimitRows(),\n  };\n};\n"]}

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.js

@@ -0,0 +1,33 @@
+/**
+ * Centralized chip-id derivation so seeds, search-dropdown rows,
+ * saved-template recoveries, and the dedupe logic in
+ * `AllowBlockChipPicker.handleAddItem` all key off the **same** id for
+ * the same logical entity.
+ *
+ * The dedupe path is content-blind (`existing.id === option.id`): if
+ * the id strings don't match, the picker treats the option as a new
+ * chip and appends a duplicate. Every producer of chip values for the
+ * card-policy flow MUST funnel through these helpers.
+ *
+ * - Vendors: `vendor-${name.trim().toLowerCase()}`. Two vendors that
+ *   share an identical display name collapse into one chip.
+ * - MCC categories: `mcc-${name}`. Matches the legacy
+ *   `toCategoryChipOption` convention so the saved-template loader
+ *   keeps recovering chips by id.
+ */
+export const VENDOR_CHIP_ID_PREFIX = 'vendor-';
+export const MCC_CHIP_ID_PREFIX = 'mcc-';
+export const buildVendorChipId = (name) => `${VENDOR_CHIP_ID_PREFIX}${name.trim().toLowerCase()}`;
+export const buildMccCategoryChipId = (name) => `${MCC_CHIP_ID_PREFIX}${name}`;
+export const toVendorChipFieldValue = (name, isSelected) => ({
+    id: buildVendorChipId(name),
+    label: name,
+    isSelected,
+});
+export const toMccCategoryChipFieldValue = (category, isSelected) => ({
+    id: buildMccCategoryChipId(category.name),
+    label: category.name,
+    isSelected,
+    optionalCode: category.mccCodes[0],
+    optionalCodes: [...category.mccCodes],
+});

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"cardPolicyChipIds.js","sourceRoot":"","sources":["../../../../../../../src/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds.ts"],"names":[],"mappings":"AAKA;;;;;;;;;;;;;;;;GAgBG;AAEH,MAAM,CAAC,MAAM,qBAAqB,GAAG,SAAS,CAAC;AAC/C,MAAM,CAAC,MAAM,kBAAkB,GAAG,MAAM,CAAC;AAEzC,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,IAAY,EAAU,EAAE,CACxD,GAAG,qBAAqB,GAAG,IAAI,CAAC,IAAI,EAAE,CAAC,WAAW,EAAE,EAAE,CAAC;AAEzD,MAAM,CAAC,MAAM,sBAAsB,GAAG,CAAC,IAAY,EAAU,EAAE,CAC7D,GAAG,kBAAkB,GAAG,IAAI,EAAE,CAAC;AAEjC,MAAM,CAAC,MAAM,sBAAsB,GAAG,CACpC,IAAY,EACZ,UAAmB,EACO,EAAE,CAAC,CAAC;IAC9B,EAAE,EAAE,iBAAiB,CAAC,IAAI,CAAC;IAC3B,KAAK,EAAE,IAAI;IACX,UAAU;CACX,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,2BAA2B,GAAG,CACzC,QAAyB,EACzB,UAAmB,EACO,EAAE,CAAC,CAAC;IAC9B,EAAE,EAAE,sBAAsB,CAAC,QAAQ,CAAC,IAAI,CAAC;IACzC,KAAK,EAAE,QAAQ,CAAC,IAAI;IACpB,UAAU;IACV,YAAY,EAAE,QAAQ,CAAC,QAAQ,CAAC,CAAC,CAAC;IAClC,aAAa,EAAE,CAAC,GAAG,QAAQ,CAAC,QAAQ,CAAC;CACtC,CAAC,CAAC","sourcesContent":["import type {\n  CardPolicyChipFieldValue,\n  MccCategoryLike,\n} from './cardPolicyFormDraftTypes';\n\n/**\n * Centralized chip-id derivation so seeds, search-dropdown rows,\n * saved-template recoveries, and the dedupe logic in\n * `AllowBlockChipPicker.handleAddItem` all key off the **same** id for\n * the same logical entity.\n *\n * The dedupe path is content-blind (`existing.id === option.id`): if\n * the id strings don't match, the picker treats the option as a new\n * chip and appends a duplicate. Every producer of chip values for the\n * card-policy flow MUST funnel through these helpers.\n *\n * - Vendors: `vendor-${name.trim().toLowerCase()}`. Two vendors that\n *   share an identical display name collapse into one chip.\n * - MCC categories: `mcc-${name}`. Matches the legacy\n *   `toCategoryChipOption` convention so the saved-template loader\n *   keeps recovering chips by id.\n */\n\nexport const VENDOR_CHIP_ID_PREFIX = 'vendor-';\nexport const MCC_CHIP_ID_PREFIX = 'mcc-';\n\nexport const buildVendorChipId = (name: string): string =>\n  `${VENDOR_CHIP_ID_PREFIX}${name.trim().toLowerCase()}`;\n\nexport const buildMccCategoryChipId = (name: string): string =>\n  `${MCC_CHIP_ID_PREFIX}${name}`;\n\nexport const toVendorChipFieldValue = (\n  name: string,\n  isSelected: boolean\n): CardPolicyChipFieldValue => ({\n  id: buildVendorChipId(name),\n  label: name,\n  isSelected,\n});\n\nexport const toMccCategoryChipFieldValue = (\n  category: MccCategoryLike,\n  isSelected: boolean\n): CardPolicyChipFieldValue => ({\n  id: buildMccCategoryChipId(category.name),\n  label: category.name,\n  isSelected,\n  optionalCode: category.mccCodes[0],\n  optionalCodes: [...category.mccCodes],\n});\n"]}

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.js

@@ -0,0 +1,17 @@
+/**
+ * Stable id for the transaction-limit toggle row inside `limits`.
+ */
+export const CARD_POLICY_LIMIT_ROW_ID_TRANSACTION = 'transactionLimit';
+/**
+ * Stable id for the require-receipt toggle row inside `limits`.
+ */
+export const CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT = 'requireReceipt';
+/**
+ * Adapter so callers can hand the `MccCategory[]` array from
+ * `cardPolicyState.mccCategories` (or the suggested seeds) straight to
+ * the helpers expecting `MccCategoryLike[]`.
+ */
+export const toMccCategoryLike = (category) => ({
+    name: category.name,
+    mccCodes: category.mccCodes,
+});

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"cardPolicyFormDraftTypes.js","sourceRoot":"","sources":["../../../../../../../src/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes.ts"],"names":[],"mappings":"AA4BA;;GAEG;AACH,MAAM,CAAC,MAAM,oCAAoC,GAAG,kBAAkB,CAAC;AACvE;;GAEG;AACH,MAAM,CAAC,MAAM,wCAAwC,GAAG,gBAAgB,CAAC;AAuOzE;;;;GAIG;AACH,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,QAAqB,EAAmB,EAAE,CAAC,CAAC;IAC5E,IAAI,EAAE,QAAQ,CAAC,IAAI;IACnB,QAAQ,EAAE,QAAQ,CAAC,QAAQ;CAC5B,CAAC,CAAC","sourcesContent":["import {ID} from '../../../../../commonStateTypes/common';\nimport {\n  CardPolicyInitialData,\n  CardPolicyUploadSource,\n  CardPolicyWizardPlan,\n} from '../../../../../entity/aiCfo/aiCfoState';\nimport {MccCategory} from '../../../../../entity/cardPolicy/cardPolicyState';\n\n/**\n * Canonical CES-side type aliases for the card-policy form primitives\n * (both the AI CFO `CardPolicyInteractiveForm` and the manual\n * `CardPolicyCreatePage`).\n *\n * The web-components form is a pure renderer that hydrates from\n * `createCardPolicyState.aiCardPolicyFormDraft` (or\n * `manualCardPolicyFormDraft`) and emits every change back via\n * `onFormChange` → `updateAiCardPolicyFormDraft` /\n * `updateManualCardPolicyFormDraft` (web-components rule #4).\n *\n * The AI-payload-side types (`CardPolicyInitialData`,\n * `CardPolicyWizardPlan`, ...) live on `entity/aiCfo/aiCfoState.ts` and\n * are consumed directly from there.\n */\n\nexport type ChipKind = 'positive' | 'negative' | 'avatar';\n\nexport type CardPolicyModeValue = 'strict' | 'flexible';\n\n/**\n * Stable id for the transaction-limit toggle row inside `limits`.\n */\nexport const CARD_POLICY_LIMIT_ROW_ID_TRANSACTION = 'transactionLimit';\n/**\n * Stable id for the require-receipt toggle row inside `limits`.\n */\nexport const CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT = 'requireReceipt';\n\n/**\n * Owner descriptor for the cards table row + the \"Applied to Cards\"\n * avatar chip. Populated by the FE-fetched `cardsMasterList` (sourced\n * from `chargeCardListState`), not by the AI payload.\n */\nexport interface CardPolicyOwnerSeed {\n  displayName: string;\n  userId: ID;\n  roleLabel?: string;\n}\n\n/**\n * RHF chip-cloud field value used by `AllowBlockChipPicker` for both\n * vendors and categories. `isSelected === true` renders the item as a\n * positive/negative tag (with `×` removal); `false` renders it as a\n * `+ name` add chip.\n *\n * Category chips can map to multiple MCC codes; `optionalCodes` carries\n * the full set, `optionalCode` keeps the singular fallback that the\n * chip-label formatter (and AI-shipped `CardPolicyTagSeed`) reads.\n */\nexport interface CardPolicyChipFieldValue {\n  id: string;\n  isSelected: boolean;\n  label: string;\n  optionalCode?: string;\n  optionalCodes?: string[];\n}\n\n/**\n * Field value for a single `vendorPolicy` / `categoryPolicy` slice. The\n * two `*Items` arrays hold the chip cloud for each side independently\n * so toggling `mode` preserves per-side selections; the picker renders\n * only the active side, and the wire mapping reads chips only from the\n * side whose `mode` is currently active.\n */\nexport interface CardPolicyAllowBlockFieldValue {\n  allowItems: CardPolicyChipFieldValue[];\n  blockItems: CardPolicyChipFieldValue[];\n  mode: 'allow' | 'block';\n}\n\n/**\n * RHF row for the cards table.\n */\nexport interface CardPolicyCardSelectionRow {\n  cardName: string;\n  id: ID;\n  isChecked: boolean;\n  last4: string;\n  limitAmount: number;\n  owner: CardPolicyOwnerSeed;\n  utilizationAmount: number;\n  limitCadence?: string;\n}\n\n/**\n * Field value for a single limit row (transaction limit / require receipt).\n */\nexport interface CardPolicyLimitFieldValue {\n  id: string;\n  isEnabled: boolean;\n  amount?: number;\n}\n\n/**\n * RHF chip used by the review's expanded body. Same shape as the seed\n * plus an `isSelected` flag so chips can flip into a deselected\n * `+ name` add-back state without being removed from the row's chip\n * group. `isSelected` defaults to `true` when undefined.\n *\n * - `cardIds` — set for avatar chips so submit can recover the\n *   underlying card ids (one avatar chip per owner; each owner may map\n *   to multiple cards).\n * - `optionalCode` — set for category chips (raw MCC code) and for\n *   chips inside a `kind: \"limits\"` group (numeric amount as string).\n * - `helperText` / `placeholder` — only consumed when the chip is\n *   rendered as a limits row.\n */\nexport interface CardPolicyReviewChip {\n  chipKind: ChipKind;\n  id: string;\n  label: string;\n  cardIds?: ID[];\n  helperText?: string;\n  isSelected?: boolean;\n  optionalCode?: string;\n  placeholder?: string;\n}\n\nexport interface CardPolicyReviewChipGroup {\n  chips: CardPolicyReviewChip[];\n  id: string;\n  label: string;\n  /**\n   * Controls how the group's chips are rendered inside the review row's\n   * expanded body.\n   *\n   * - `\"chips\"` (default): chips render as tag / avatar pills with the\n   *   `+N` width-based overflow indicator.\n   * - `\"limits\"`: each chip renders as its own row with a toggle (bound\n   *   to `isSelected`), a currency input (bound to `optionalCode`).\n   */\n  kind?: 'chips' | 'limits';\n}\n\n/**\n * RHF row for the AI CFO Step 5 review (and the 1-step `auto` variant).\n */\nexport interface CardPolicyReviewRow {\n  chipGroups: CardPolicyReviewChipGroup[];\n  id: string;\n  isChecked: boolean;\n  name: string;\n}\n\n/**\n * Single source-of-truth form draft for the AI CFO Card Policy\n * interactive form. Mirrors RHF's `useForm` schema exactly so the\n * component can `useForm({defaultValues: formDraft})` and emit every\n * change back through `onFormChange`.\n *\n * Slice usage per `policyKind`:\n * - `auto`: only `policiesReview` is meaningful — chip groups built\n *   directly from each `draftPolicies[i]` at seed time.\n * - `guided`: every slice is meaningful; `policiesReview` is re-derived\n *   from source slices on every `updateAiCardPolicyFormDraft`.\n * - `upload`: `cardSelections`, `limits`, `policiesReview` are\n *   meaningful; `vendorPolicy` / `categoryPolicy` stay empty (chips\n *   live in the review row's chip groups).\n */\nexport interface CardPolicyFormDraft {\n  cardSelections: CardPolicyCardSelectionRow[];\n  categoryPolicy: CardPolicyAllowBlockFieldValue;\n  limits: CardPolicyLimitFieldValue[];\n  policiesReview: CardPolicyReviewRow[];\n  policyKind: 'auto' | 'guided' | 'upload';\n  vendorPolicy: CardPolicyAllowBlockFieldValue;\n}\n\n/**\n * Single source-of-truth form draft for the manual\n * `CardPolicyCreatePage`. Structural superset of the AI form draft\n * minus `policyKind` and `policiesReview`, plus the manual-only\n * `name` / `description` / `mode` fields.\n */\nexport interface CardPolicyCreateFormDraft {\n  cardSelections: CardPolicyCardSelectionRow[];\n  categoryPolicy: CardPolicyAllowBlockFieldValue;\n  description: string;\n  limits: CardPolicyLimitFieldValue[];\n  mode: CardPolicyModeValue;\n  name: string;\n  vendorPolicy: CardPolicyAllowBlockFieldValue;\n}\n\n/**\n * Identity-only descriptor for one policy in the Step 5 review list,\n * derived from `CardPolicyWizardPlan.step5Review.draftPolicies`. Chip\n * groups are NOT carried here — `deriveAiPolicyReviewRowsFromInputs`\n * rebuilds them from live form state (guided) or\n * `buildAiCardPolicyFormDraftSeed` pre-computes them (auto/upload).\n */\nexport interface CardPolicySuggestedPolicySeed {\n  id: string;\n  isChecked: boolean;\n  name: string;\n}\n\n/**\n * Lookup row consumed by the seed/derive helpers when resolving MCC\n * codes (`\"6051\"`) into category labels (`\"Cryptocurrency\"`). The\n * `MccCategory` entity on `cardPolicyState` is structurally compatible.\n */\nexport interface MccCategoryLike {\n  mccCodes: string[];\n  name: string;\n}\n\n/**\n * BE-suggested chip seeds, sourced from the MCC categories endpoint.\n * Used to pre-populate both sides of each `AllowBlock` field at seed\n * time so the chip cloud renders with `isSelected: false` add-back\n * affordances even before the user opens the search dropdown.\n */\nexport interface CardPolicyDefaultSeedSuggestions {\n  suggestedAllowCategories?: MccCategoryLike[];\n  suggestedAllowMerchants?: string[];\n  suggestedBlockCategories?: MccCategoryLike[];\n  suggestedBlockMerchants?: string[];\n}\n\n/**\n * Seed context retained on the slice so subsequent\n * `updateAiCardPolicyFormDraft` dispatches can re-derive\n * `policiesReview` chip groups (guided) or patch \"Applied to Cards\"\n * (upload) without the component re-passing the full universe each tick.\n *\n * `suggestedPoliciesSeed` mirrors `wizardPlan.step5Review.draftPolicies`\n * row identities (id + name + isChecked) for guided re-derivation.\n * `wizardPlan` itself is kept so `applyUploadPlanToAiCardPolicyDraft`\n * can re-seed `policiesReview` if a later\n * `policy-recommendation-from-upload` response lands.\n */\nexport interface AiCardPolicyFormDraftSeedContext\n  extends CardPolicyDefaultSeedSuggestions {\n  cardsMasterList: CardPolicyCardSelectionRow[];\n  categorySearchOptions: MccCategoryLike[];\n  policyKind: CardPolicyInitialData['policyKind'];\n  suggestedPoliciesSeed: CardPolicySuggestedPolicySeed[];\n  source?: CardPolicyUploadSource;\n  wizardPlan?: CardPolicyWizardPlan;\n}\n\n/**\n * FE-facing mirror of `ExtractedCardPolicyRules` on the cardPolicy\n * entity slice. Re-declared here as the canonical view-side type so\n * the AI and manual draft-apply helpers don't have to import from the\n * entity module.\n */\nexport interface ExtractedCardPolicyDataView {\n  allowedEntity: {categoryCodes: string[]; merchantNames: string[]};\n  blockedEntity: {categoryCodes: string[]; merchantNames: string[]};\n  confidenceScore: number;\n  policyName: string;\n  requiredReceiptThreshold: number;\n  transactionLimit: number;\n}\n\n/**\n * Adapter so callers can hand the `MccCategory[]` array from\n * `cardPolicyState.mccCategories` (or the suggested seeds) straight to\n * the helpers expecting `MccCategoryLike[]`.\n */\nexport const toMccCategoryLike = (category: MccCategory): MccCategoryLike => ({\n  name: category.name,\n  mccCodes: category.mccCodes,\n});\n"]}