@zeniai/client-epic-state 5.0.83-betaRR3 → 5.0.83-betaRR5

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js

@@ -1,8 +1,15 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearCreateCardPolicy = exports.updateCreateCardPolicyTemplateRequestState = exports.createCardPolicyTemplates = exports.initialState = void 0;
+exports.clearCreateCardPolicy = exports.clearManualCardPolicyFormDraft = exports.applyExtractedPolicyToManualCardPolicyDraft = exports.updateManualCardPolicyFormDraft = exports.seedManualCardPolicyFormDraft = exports.clearAiCardPolicyFormDraft = exports.applyExtractedPolicyToAiCardPolicyDraft = exports.updateAiCardPolicyFormDraftFromUploadPlan = exports.updateAiCardPolicyFormDraft = exports.seedAiCardPolicyFormDraft = exports.updateCreateCardPolicyTemplateRequestState = exports.createCardPolicyTemplates = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const applyAiCardPolicyFormDraftUpdate_1 = require("./applyAiCardPolicyFormDraftUpdate");
+const applyExtractedPolicyToAiCardPolicyDraft_1 = require("./applyExtractedPolicyToAiCardPolicyDraft");
+const applyExtractedPolicyToManualCardPolicyDraft_1 = require("./applyExtractedPolicyToManualCardPolicyDraft");
+const applyUploadPlanToAiCardPolicyDraft_1 = require("./applyUploadPlanToAiCardPolicyDraft");
+const buildAiCardPolicyFormDraftSeed_1 = require("./buildAiCardPolicyFormDraftSeed");
+const buildManualCardPolicyFormDraftSeed_1 = require("./buildManualCardPolicyFormDraftSeed");
+const cardPolicyFormDraftTypes_1 = require("./cardPolicyFormDraftTypes");
 exports.initialState = {
     createCardPolicyTemplateRequestState: {
         fetchState: 'Not-Started',
@@ -40,10 +47,139 @@ const createCardPolicy = (0, toolkit_1.createSlice)({
                 draft.lastCreateCardPolicyTemplateErrors = action.payload.perItemErrors;
             }
         },
+        /**
+         * Seed the AI CFO card-policy form draft + companion context from
+         * the AI's `interactive_form` payload. Dispatched by
+         * `seedAiCardPolicyFormDraftEpic` when the AI answer lands.
+         */
+        seedAiCardPolicyFormDraft: {
+            reducer(draft, action) {
+                const { draft: nextDraft, context } = (0, buildAiCardPolicyFormDraftSeed_1.buildAiCardPolicyFormDraftSeed)({
+                    initialData: action.payload.initialData,
+                    cardsMasterList: action.payload.cardsMasterList,
+                    categorySearchOptions: action.payload.mccCategories.map(cardPolicyFormDraftTypes_1.toMccCategoryLike),
+                    suggestedAllowMerchants: action.payload.suggestedAllowMerchants,
+                    suggestedBlockMerchants: action.payload.suggestedBlockMerchants,
+                    suggestedAllowCategories: (action.payload.suggestedAllowCategories ?? []).map(cardPolicyFormDraftTypes_1.toMccCategoryLike),
+                    suggestedBlockCategories: (action.payload.suggestedBlockCategories ?? []).map(cardPolicyFormDraftTypes_1.toMccCategoryLike),
+                });
+                draft.aiCardPolicyFormDraft = nextDraft;
+                draft.aiCardPolicyFormDraftContext = context;
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /**
+         * Replace the AI card-policy form draft from the component's
+         * `watchHandler`. Delegates to `applyAiCardPolicyFormDraftUpdate`
+         * which:
+         *  - guided: mirrors review-chip diffs into source slices then
+         *    re-derives `policiesReview` from those slices,
+         *  - upload: patches "Applied to Cards" chip group from
+         *    `cardSelections`,
+         *  - auto: pass-through.
+         */
+        updateAiCardPolicyFormDraft(draft, action) {
+            draft.aiCardPolicyFormDraft = (0, applyAiCardPolicyFormDraftUpdate_1.applyAiCardPolicyFormDraftUpdate)({
+                prev: draft.aiCardPolicyFormDraft,
+                next: action.payload,
+                context: draft.aiCardPolicyFormDraftContext,
+            });
+        },
+        /**
+         * Apply a fresh `wizardPlan` returned by the upload-mode
+         * recommendation API to the AI draft. No-op when the draft isn't
+         * in `upload` mode.
+         */
+        updateAiCardPolicyFormDraftFromUploadPlan: {
+            reducer(draft, action) {
+                if (draft.aiCardPolicyFormDraft == null ||
+                    draft.aiCardPolicyFormDraftContext == null) {
+                    return;
+                }
+                const { draft: nextDraft, context } = (0, applyUploadPlanToAiCardPolicyDraft_1.applyUploadPlanToAiCardPolicyDraft)({
+                    current: draft.aiCardPolicyFormDraft,
+                    context: draft.aiCardPolicyFormDraftContext,
+                    wizardPlan: action.payload.wizardPlan,
+                    source: action.payload.source,
+                });
+                draft.aiCardPolicyFormDraft = nextDraft;
+                draft.aiCardPolicyFormDraftContext = context;
+            },
+            prepare(wizardPlan, source) {
+                return { payload: { wizardPlan, source } };
+            },
+        },
+        /**
+         * Apply an extracted policy document response to the AI draft.
+         * Dispatched by the extract-success bridge epic when the upload
+         * was kicked off from inside an AI CFO card-policy form.
+         */
+        applyExtractedPolicyToAiCardPolicyDraft: {
+            reducer(draft, action) {
+                if (draft.aiCardPolicyFormDraft == null) {
+                    return;
+                }
+                draft.aiCardPolicyFormDraft = (0, applyExtractedPolicyToAiCardPolicyDraft_1.applyExtractedPolicyToAiCardPolicyDraft)({
+                    current: draft.aiCardPolicyFormDraft,
+                    extracted: action.payload.extracted,
+                    vendorSearchOptions: action.payload.vendorSearchOptions,
+                    categorySearchOptions: action.payload.categorySearchOptions,
+                });
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        clearAiCardPolicyFormDraft(draft) {
+            draft.aiCardPolicyFormDraft = undefined;
+            draft.aiCardPolicyFormDraftContext = undefined;
+        },
+        /**
+         * Seed the manual `CardPolicyCreatePage` form draft from the BE
+         * suggested merchant/category seeds + the cards master list.
+         * Dispatched on the create-page mount.
+         */
+        seedManualCardPolicyFormDraft: {
+            reducer(draft, action) {
+                draft.manualCardPolicyFormDraft = (0, buildManualCardPolicyFormDraftSeed_1.buildManualCardPolicyFormDraftSeed)(action.payload);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        updateManualCardPolicyFormDraft(draft, action) {
+            draft.manualCardPolicyFormDraft = action.payload;
+        },
+        /**
+         * Apply an extracted policy document response to the manual draft.
+         * Dispatched by the extract-success bridge epic when the upload was
+         * kicked off from the manual `CardPolicyCreatePage`.
+         */
+        applyExtractedPolicyToManualCardPolicyDraft: {
+            reducer(draft, action) {
+                if (draft.manualCardPolicyFormDraft == null) {
+                    return;
+                }
+                draft.manualCardPolicyFormDraft = (0, applyExtractedPolicyToManualCardPolicyDraft_1.applyExtractedPolicyToManualCardPolicyDraft)({
+                    current: draft.manualCardPolicyFormDraft,
+                    extracted: action.payload.extracted,
+                    vendorSearchOptions: action.payload.vendorSearchOptions,
+                    categorySearchOptions: action.payload.categorySearchOptions,
+                });
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        clearManualCardPolicyFormDraft(draft) {
+            draft.manualCardPolicyFormDraft = undefined;
+        },
         clearCreateCardPolicy(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = createCardPolicy.actions, exports.createCardPolicyTemplates = _a.createCardPolicyTemplates, exports.updateCreateCardPolicyTemplateRequestState = _a.updateCreateCardPolicyTemplateRequestState, exports.clearCreateCardPolicy = _a.clearCreateCardPolicy;
+_a = createCardPolicy.actions, exports.createCardPolicyTemplates = _a.createCardPolicyTemplates, exports.updateCreateCardPolicyTemplateRequestState = _a.updateCreateCardPolicyTemplateRequestState, exports.seedAiCardPolicyFormDraft = _a.seedAiCardPolicyFormDraft, exports.updateAiCardPolicyFormDraft = _a.updateAiCardPolicyFormDraft, exports.updateAiCardPolicyFormDraftFromUploadPlan = _a.updateAiCardPolicyFormDraftFromUploadPlan, exports.applyExtractedPolicyToAiCardPolicyDraft = _a.applyExtractedPolicyToAiCardPolicyDraft, exports.clearAiCardPolicyFormDraft = _a.clearAiCardPolicyFormDraft, exports.seedManualCardPolicyFormDraft = _a.seedManualCardPolicyFormDraft, exports.updateManualCardPolicyFormDraft = _a.updateManualCardPolicyFormDraft, exports.applyExtractedPolicyToManualCardPolicyDraft = _a.applyExtractedPolicyToManualCardPolicyDraft, exports.clearManualCardPolicyFormDraft = _a.clearManualCardPolicyFormDraft, exports.clearCreateCardPolicy = _a.clearCreateCardPolicy;
 exports.default = createCardPolicy.reducer;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts

@@ -1,5 +1,6 @@
 import { FetchStateAndError, ID } from '../../../../../commonStateTypes/common';
 import { BulkCreateCardPolicyTemplateError } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { CardPolicyCreateFormDraft, CardPolicyFormDraft } from './cardPolicyFormDraftTypes';
 import { CreateCardPolicyState } from './createCardPolicyState';
 export declare function getCreateCardPolicyTemplateRequestState(state: CreateCardPolicyState): FetchStateAndError;
 /**
@@ -30,3 +31,17 @@ export declare function getLastCreateCardPolicyTemplateErrors(state: CreateCardP
  * "created" placeholders to the active conversation.
  */
 export declare function getLastCreateCardPolicySourceChatSessionId(state: CreateCardPolicyState): ID | undefined;
+/**
+ * Returns the AI CFO card-policy form draft, or `undefined` before
+ * `seedAiCardPolicyFormDraft` runs / after `clearAiCardPolicyFormDraft`.
+ * Connected screens use this to hydrate the
+ * `CardPolicyInteractiveForm`'s RHF.
+ */
+export declare function getAiCardPolicyFormDraft(state: CreateCardPolicyState): CardPolicyFormDraft | undefined;
+/**
+ * Returns the manual `CardPolicyCreatePage` form draft, or `undefined`
+ * before `seedManualCardPolicyFormDraft` runs / after
+ * `clearManualCardPolicyFormDraft`. The connected screen uses this to
+ * hydrate `CardPolicyFormSections`.
+ */
+export declare function getManualCardPolicyFormDraft(state: CreateCardPolicyState): CardPolicyCreateFormDraft | undefined;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js

@@ -5,6 +5,8 @@ exports.getLastCreatedCardPolicyTemplateIds = getLastCreatedCardPolicyTemplateId
 exports.getLastCreatedCardPolicyTemplateId = getLastCreatedCardPolicyTemplateId;
 exports.getLastCreateCardPolicyTemplateErrors = getLastCreateCardPolicyTemplateErrors;
 exports.getLastCreateCardPolicySourceChatSessionId = getLastCreateCardPolicySourceChatSessionId;
+exports.getAiCardPolicyFormDraft = getAiCardPolicyFormDraft;
+exports.getManualCardPolicyFormDraft = getManualCardPolicyFormDraft;
 function getCreateCardPolicyTemplateRequestState(state) {
     return state.createCardPolicyTemplateRequestState;
 }
@@ -44,3 +46,21 @@ function getLastCreateCardPolicyTemplateErrors(state) {
 function getLastCreateCardPolicySourceChatSessionId(state) {
     return state.lastCreateCardPolicySourceChatSessionId;
 }
+/**
+ * Returns the AI CFO card-policy form draft, or `undefined` before
+ * `seedAiCardPolicyFormDraft` runs / after `clearAiCardPolicyFormDraft`.
+ * Connected screens use this to hydrate the
+ * `CardPolicyInteractiveForm`'s RHF.
+ */
+function getAiCardPolicyFormDraft(state) {
+    return state.aiCardPolicyFormDraft;
+}
+/**
+ * Returns the manual `CardPolicyCreatePage` form draft, or `undefined`
+ * before `seedManualCardPolicyFormDraft` runs / after
+ * `clearManualCardPolicyFormDraft`. The connected screen uses this to
+ * hydrate `CardPolicyFormSections`.
+ */
+function getManualCardPolicyFormDraft(state) {
+    return state.manualCardPolicyFormDraft;
+}

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts

@@ -1,5 +1,6 @@
 import { FetchStateAndError, ID } from '../../../../../commonStateTypes/common';
 import { BulkCreateCardPolicyTemplateError } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { AiCardPolicyFormDraftSeedContext, CardPolicyCreateFormDraft, CardPolicyFormDraft } from './cardPolicyFormDraftTypes';
 /**
  * View-side scaffolding for the Card Policy "create" flow.
  *
@@ -33,6 +34,25 @@ export interface CreateCardPolicyState {
      * ergonomic single-create routing.
      */
     lastCreatedCardPolicyTemplateIds: ID[];
+    /**
+     * AI CFO card-policy interactive form draft. Hydrates the
+     * `CardPolicyInteractiveForm` and is replaced wholesale on every
+     * `watchHandler` tick via `updateAiCardPolicyFormDraft`. `undefined`
+     * before `seedAiCardPolicyFormDraft` runs and after
+     * `clearAiCardPolicyFormDraft`.
+     */
+    aiCardPolicyFormDraft?: CardPolicyFormDraft;
+    /**
+     * Companion seed context for `aiCardPolicyFormDraft`. Keeps the seed
+     * universes (cards master list, MCC categories, suggested seed
+     * chips, suggested policies seed) so subsequent
+     * `updateAiCardPolicyFormDraft` dispatches can re-derive the review
+     * rows / "Applied to Cards" group without the component re-passing
+     * the universe each tick. Also stores the latest `wizardPlan` so
+     * `applyUploadPlanToAiCardPolicyDraft` can re-seed the review when
+     * a late `policy-recommendation-from-upload` response lands.
+     */
+    aiCardPolicyFormDraftContext?: AiCardPolicyFormDraftSeedContext;
     /**
      * Chat session id from `sourceChatSessionId` on the most recent
      * `createCardPolicyTemplates` dispatch — i.e. the AI CFO conversation
@@ -42,4 +62,12 @@ export interface CreateCardPolicyState {
      * screen (which omits `sourceChatSessionId`).
      */
     lastCreateCardPolicySourceChatSessionId?: ID;
+    /**
+     * Manual `CardPolicyCreatePage` form draft. Hydrates the create
+     * page's `CardPolicyFormSections` and is replaced wholesale on every
+     * `watchHandler` tick via `updateManualCardPolicyFormDraft`.
+     * `undefined` before `seedManualCardPolicyFormDraft` runs and after
+     * `clearManualCardPolicyFormDraft`.
+     */
+    manualCardPolicyFormDraft?: CardPolicyCreateFormDraft;
 }

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs.d.ts

@@ -0,0 +1,30 @@
+import { CardPolicyAllowBlockFieldValue, CardPolicyCardSelectionRow, CardPolicyLimitFieldValue, CardPolicyReviewRow, CardPolicySuggestedPolicySeed } from './cardPolicyFormDraftTypes';
+export interface DeriveAiPolicyReviewRowsFromInputsArgs {
+    cardSelections: CardPolicyCardSelectionRow[];
+    categoryPolicy: CardPolicyAllowBlockFieldValue;
+    limits: CardPolicyLimitFieldValue[];
+    /**
+     * Existing review rows from the prior draft. User edits to
+     * checked-state are preserved when the source row still exists;
+     * chip-level `isSelected` flags are preserved across rebuilds.
+     */
+    prevPoliciesReview: CardPolicyReviewRow[];
+    /**
+     * Identity-only seed (id + name + isChecked). One output row per
+     * seed entry, in the same order.
+     */
+    suggestedPoliciesSeed: CardPolicySuggestedPolicySeed[];
+    vendorPolicy: CardPolicyAllowBlockFieldValue;
+}
+/**
+ * Compose the Step 5 review rows from the live Step 1–4 form state.
+ *
+ * - One row per `suggestedPoliciesSeed` entry, in the same order.
+ * - Per-row `isChecked` preserved from `prevPoliciesReview`; otherwise
+ *   falls back to the seed value.
+ * - Chip groups rebuilt from the live vendor / category / card / limit
+ *   slices, with per-chip `isSelected` merged from the previous build
+ *   so user-removed (`+ name`) chips don't snap back when an upstream
+ *   slice changes.
+ */
+export declare const deriveAiPolicyReviewRowsFromInputs: ({ vendorPolicy, categoryPolicy, cardSelections, limits, suggestedPoliciesSeed, prevPoliciesReview, }: DeriveAiPolicyReviewRowsFromInputsArgs) => CardPolicyReviewRow[];

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs.js

@@ -0,0 +1,152 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.deriveAiPolicyReviewRowsFromInputs = void 0;
+/**
+ * Compose the Step 5 review rows from the live Step 1–4 form state.
+ *
+ * - One row per `suggestedPoliciesSeed` entry, in the same order.
+ * - Per-row `isChecked` preserved from `prevPoliciesReview`; otherwise
+ *   falls back to the seed value.
+ * - Chip groups rebuilt from the live vendor / category / card / limit
+ *   slices, with per-chip `isSelected` merged from the previous build
+ *   so user-removed (`+ name`) chips don't snap back when an upstream
+ *   slice changes.
+ */
+const deriveAiPolicyReviewRowsFromInputs = ({ vendorPolicy, categoryPolicy, cardSelections, limits, suggestedPoliciesSeed, prevPoliciesReview, }) => {
+    const prevById = new Map(prevPoliciesReview.map((row) => [row.id, row]));
+    const groups = deriveSharedChipGroups({
+        vendorPolicy,
+        categoryPolicy,
+        cardSelections,
+        limits,
+    });
+    return suggestedPoliciesSeed.map((seed) => {
+        const previous = prevById.get(seed.id);
+        return {
+            id: seed.id,
+            name: seed.name,
+            isChecked: previous?.isChecked ?? seed.isChecked,
+            chipGroups: previous != null
+                ? mergeChipSelections(groups, previous.chipGroups)
+                : groups,
+        };
+    });
+};
+exports.deriveAiPolicyReviewRowsFromInputs = deriveAiPolicyReviewRowsFromInputs;
+const mergeChipSelections = (next, prev) => {
+    const prevByGroupId = new Map(prev.map((group) => [group.id, group]));
+    return next.map((group) => {
+        const prevGroup = prevByGroupId.get(group.id);
+        if (prevGroup == null) {
+            return group;
+        }
+        const prevSelectedById = new Map(prevGroup.chips.map((chip) => [chip.id, chip.isSelected]));
+        return {
+            ...group,
+            chips: group.chips.map((chip) => {
+                const prevSelected = prevSelectedById.get(chip.id);
+                return prevSelected === undefined
+                    ? chip
+                    : { ...chip, isSelected: prevSelected };
+            }),
+        };
+    });
+};
+const deriveSharedChipGroups = ({ vendorPolicy, categoryPolicy, cardSelections, limits, }) => {
+    const groups = [];
+    const vendorChips = chipsFromAllowBlock(vendorPolicy);
+    if (vendorChips.length > 0) {
+        groups.push({
+            id: 'vendors',
+            label: vendorPolicy.mode === 'allow' ? 'Allowed vendors' : 'Blocked vendors',
+            chips: vendorChips,
+        });
+    }
+    const categoryChips = chipsFromAllowBlock(categoryPolicy);
+    if (categoryChips.length > 0) {
+        groups.push({
+            id: 'categories',
+            label: categoryPolicy.mode === 'allow'
+                ? 'Allowed categories'
+                : 'Blocked categories',
+            chips: categoryChips,
+        });
+    }
+    const cardChips = cardSelections
+        .filter((row) => row.isChecked)
+        .map((row) => ({
+        id: row.id,
+        label: row.owner.displayName,
+        chipKind: 'avatar',
+    }));
+    if (cardChips.length > 0) {
+        groups.push({ id: 'cardholders', label: 'Cardholders', chips: cardChips });
+    }
+    const limitChips = limits.map((row) => ({
+        id: limitChipIdForRowId(row.id),
+        label: limitDisplayLabelForRowId(row.id),
+        helperText: limitHelperTextForRowId(row.id),
+        placeholder: '$0',
+        chipKind: 'positive',
+        isSelected: row.isEnabled,
+        optionalCode: row.isEnabled && row.amount != null ? String(row.amount) : undefined,
+    }));
+    if (limitChips.length > 0) {
+        groups.push({
+            id: 'limits',
+            label: 'Limits',
+            kind: 'limits',
+            chips: limitChips,
+        });
+    }
+    return groups;
+};
+const chipsFromAllowBlock = (field) => {
+    const items = field.mode === 'allow' ? field.allowItems : field.blockItems;
+    return items
+        .filter((item) => item.isSelected)
+        .map((item) => ({
+        id: item.id,
+        label: item.optionalCode != null
+            ? `${item.label} (${item.optionalCode})`
+            : item.label,
+        chipKind: field.mode === 'allow' ? 'positive' : 'negative',
+    }));
+};
+const limitChipIdForRowId = (rowId) => {
+    if (rowId === 'transactionLimit') {
+        return 'limit-transaction';
+    }
+    if (rowId === 'requireReceipt') {
+        return 'limit-receipt';
+    }
+    return rowId;
+};
+const limitDisplayLabelForRowId = (rowId) => {
+    if (rowId === 'transactionLimit') {
+        return 'Transaction Limit';
+    }
+    if (rowId === 'requireReceipt') {
+        return 'Require Receipt';
+    }
+    return humanizeLimitId(rowId);
+};
+const limitHelperTextForRowId = (rowId) => {
+    if (rowId === 'transactionLimit') {
+        return 'Maximum amount per single transaction';
+    }
+    if (rowId === 'requireReceipt') {
+        return 'Require a receipt above this amount';
+    }
+    return undefined;
+};
+const humanizeLimitId = (id) => {
+    const spaced = id
+        .replace(/([A-Z])/g, ' $1')
+        .replace(/[_-]+/g, ' ')
+        .trim();
+    if (spaced.length === 0) {
+        return id;
+    }
+    return spaced.charAt(0).toUpperCase() + spaced.slice(1).toLowerCase();
+};

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.d.ts

@@ -0,0 +1,26 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { upsertAnswerPayload, upsertOrAddQuestionAnswerPayload } from '../../../../../entity/aiCfo/aiCfoReducer';
+import { fetchCardPolicyMccCategories } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { RootState } from '../../../../../reducer';
+import { clearAiCardPolicyFormDraft, createCardPolicyTemplates, seedAiCardPolicyFormDraft, updateCreateCardPolicyTemplateRequestState } from './createCardPolicyReducer';
+export type ActionType = ReturnType<typeof fetchCardPolicyMccCategories> | ReturnType<typeof seedAiCardPolicyFormDraft> | ReturnType<typeof clearAiCardPolicyFormDraft>;
+type SeedTriggerAction = ReturnType<typeof upsertAnswerPayload> | ReturnType<typeof upsertOrAddQuestionAnswerPayload>;
+type InboundAction = SeedTriggerAction | ReturnType<typeof createCardPolicyTemplates> | ReturnType<typeof updateCreateCardPolicyTemplateRequestState>;
+/**
+ * Listens for AI CFO `interactive_form` answers with
+ * `formType === "card_policy"` and seeds the AI card-policy form
+ * draft + companion context onto `createCardPolicy` state. Mirrors
+ * `seedAiCardCreationFormDraftEpic` for the cards form.
+ *
+ * Also clears the draft on a successful bulk create so a stale draft
+ * doesn't leak into the next AI session.
+ *
+ * MCC categories drive category chip labels in the seed. When the
+ * categories slice isn't loaded yet, the epic kicks off
+ * `fetchCardPolicyMccCategories` and waits for `Completed` before
+ * dispatching the seed (mirrors `fetchUserListByType` in the cards
+ * variant).
+ */
+export declare const seedAiCardPolicyFormDraftEpic: (actions$: ActionsObservable<InboundAction>, state$: StateObservable<RootState>) => Observable<ActionType>;
+export {};

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.js

@@ -0,0 +1,116 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.seedAiCardPolicyFormDraftEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const aiCfoReducer_1 = require("../../../../../entity/aiCfo/aiCfoReducer");
+const aiCfoSelector_1 = require("../../../../../entity/aiCfo/aiCfoSelector");
+const cardPolicyReducer_1 = require("../../../../../entity/cardPolicy/cardPolicyReducer");
+const chargeCardListSelector_1 = require("../../chargeCardList/chargeCardListSelector");
+const createCardPolicyReducer_1 = require("./createCardPolicyReducer");
+const isClosedChargeCardStatusCode = (code) => code === 'closed' || code === 'closed_by_customer';
+const toCardPolicyCardSelectionRow = (card) => {
+    const user = card.cardHolderUser;
+    const displayName = `${user.firstName ?? ''} ${user.lastName ?? ''}`.trim() ||
+        user.email ||
+        user.userId;
+    return {
+        id: card.id,
+        isChecked: false,
+        cardName: card.cardName,
+        last4: card.accountLast4,
+        limitAmount: card.limit?.amount ?? 0,
+        limitCadence: card.creditLimitFrequency?.code,
+        owner: {
+            userId: user.userId,
+            displayName,
+            roleLabel: card.cardHolderRoles?.titleAtCompany,
+        },
+        utilizationAmount: (card.limit?.amount ?? 0) - (card.available?.amount ?? 0),
+    };
+};
+const readCardsMasterList = (state) => {
+    const view = (0, chargeCardListSelector_1.getAllChargeCardsWithUser)(state);
+    return view.cards
+        .filter((card) => !isClosedChargeCardStatusCode(card.status?.code))
+        .map(toCardPolicyCardSelectionRow);
+};
+const readMccCategoriesAvailable = (state) => state.cardPolicyState.mccCategoriesFetchState === 'Completed';
+const readCardPolicyPayload = (state, chatSessionId, questionAnswerId) => {
+    const qa = (0, aiCfoSelector_1.getQuestionAnswerByIdForChatSession)(state.aiCfoState, chatSessionId, questionAnswerId);
+    const visualization = qa?.responses.answer?.content.visualization;
+    if (visualization?.type !== 'interactive_form') {
+        return undefined;
+    }
+    const data = visualization.data;
+    if (!('formType' in data) || data.formType !== 'card_policy') {
+        return undefined;
+    }
+    return data.payload;
+};
+const resolveQuestionAnswerId = (state, action) => {
+    if (action.payload.questionAnswerId != null) {
+        return action.payload.questionAnswerId;
+    }
+    const session = state.aiCfoState.aiCfoByChatSessionId[action.payload.chatSessionId];
+    return session?.questionAnswers.slice(-1)[0]?.questionAnswerId;
+};
+const isSeedTrigger = (action) => aiCfoReducer_1.upsertAnswerPayload.match(action) ||
+    aiCfoReducer_1.upsertOrAddQuestionAnswerPayload.match(action);
+const isCreateSuccess = (action) => createCardPolicyReducer_1.updateCreateCardPolicyTemplateRequestState.match(action) &&
+    action.payload.fetchState === 'Completed';
+const buildSeedAction = (state, payload) => {
+    const cardsMasterList = readCardsMasterList(state);
+    const mccCategories = state.cardPolicyState.mccCategories;
+    return (0, createCardPolicyReducer_1.seedAiCardPolicyFormDraft)({
+        initialData: payload,
+        cardsMasterList,
+        mccCategories,
+        suggestedAllowMerchants: state.cardPolicyState.suggestedAllowMerchants,
+        suggestedBlockMerchants: state.cardPolicyState.suggestedBlockMerchants,
+        suggestedAllowCategories: state.cardPolicyState.suggestedAllowCategories,
+        suggestedBlockCategories: state.cardPolicyState.suggestedBlockCategories,
+    });
+};
+/**
+ * Listens for AI CFO `interactive_form` answers with
+ * `formType === "card_policy"` and seeds the AI card-policy form
+ * draft + companion context onto `createCardPolicy` state. Mirrors
+ * `seedAiCardCreationFormDraftEpic` for the cards form.
+ *
+ * Also clears the draft on a successful bulk create so a stale draft
+ * doesn't leak into the next AI session.
+ *
+ * MCC categories drive category chip labels in the seed. When the
+ * categories slice isn't loaded yet, the epic kicks off
+ * `fetchCardPolicyMccCategories` and waits for `Completed` before
+ * dispatching the seed (mirrors `fetchUserListByType` in the cards
+ * variant).
+ */
+const seedAiCardPolicyFormDraftEpic = (actions$, state$) => actions$.pipe((0, operators_1.mergeMap)((action) => {
+    if (isCreateSuccess(action)) {
+        return (0, rxjs_1.of)((0, createCardPolicyReducer_1.clearAiCardPolicyFormDraft)());
+    }
+    if (!isSeedTrigger(action)) {
+        return rxjs_1.EMPTY;
+    }
+    const state = state$.value;
+    const questionAnswerId = resolveQuestionAnswerId(state, action);
+    if (questionAnswerId == null) {
+        return rxjs_1.EMPTY;
+    }
+    const payload = readCardPolicyPayload(state, action.payload.chatSessionId, questionAnswerId);
+    if (payload == null) {
+        return rxjs_1.EMPTY;
+    }
+    if (readMccCategoriesAvailable(state)) {
+        return (0, rxjs_1.of)(buildSeedAction(state, payload));
+    }
+    const seedWhenMccLoaded$ = state$.pipe((0, operators_1.map)((rs) => readMccCategoriesAvailable(rs)), (0, operators_1.distinctUntilChanged)(), (0, operators_1.filter)((available) => available), (0, operators_1.take)(1), (0, operators_1.map)(() => buildSeedAction(state$.value, payload)));
+    const mccFetchState = state.cardPolicyState.mccCategoriesFetchState;
+    if (mccFetchState === 'In-Progress') {
+        return seedWhenMccLoaded$;
+    }
+    return (0, rxjs_1.concat)((0, rxjs_1.of)((0, cardPolicyReducer_1.fetchCardPolicyMccCategories)()), seedWhenMccLoaded$);
+}));
+exports.seedAiCardPolicyFormDraftEpic = seedAiCardPolicyFormDraftEpic;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toBulkCardPolicyTemplateRequestsFromDraft.d.ts

@@ -0,0 +1,35 @@
+import { ID } from '../../../../../commonStateTypes/common';
+import { CardPolicyTemplateEntityList } from '../../../../../entity/cardPolicy/cardPolicyState';
+import { CardPolicyFormDraft, CardPolicyModeValue } from './cardPolicyFormDraftTypes';
+export type CardPolicyBulkSubmitKind = 'auto' | 'guided' | 'upload';
+/**
+ * Per-row wire entry produced by the bulk builder. Structural superset
+ * of `CreateCardPolicyTemplateRequest` with `mode`, `spendLimits`, and
+ * `requiredReceiptThreshold` widened to optional so the `auto` /
+ * `upload` modes can drop them entirely.
+ */
+export interface BulkCreateCardPolicyTemplateEntry {
+    allowedEntity: CardPolicyTemplateEntityList;
+    applyToCards: ID[];
+    blockedEntity: CardPolicyTemplateEntityList;
+    description: string;
+    name: string;
+    mode?: CardPolicyModeValue;
+    requiredReceiptThreshold?: number | null;
+    spendLimits?: {
+        transaction: number | null;
+    };
+}
+export interface ToBulkCardPolicyTemplateRequestsFromDraftArgs {
+    draft: CardPolicyFormDraft;
+    description?: string;
+    /** Defaults to `"strict"`; only consumed by guided submit. */
+    guidedMode?: CardPolicyModeValue;
+}
+/**
+ * Build the array of per-row entries for the bulk
+ * `createCardPolicyTemplates` action from the AI CFO form draft.
+ * Iterates checked review rows and emits one entry per row, with the
+ * per-mode key contract enforced internally.
+ */
+export declare const toBulkCardPolicyTemplateRequestsFromDraft: ({ draft, description, guidedMode, }: ToBulkCardPolicyTemplateRequestsFromDraftArgs) => BulkCreateCardPolicyTemplateEntry[];