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

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

@@ -0,0 +1,120 @@
+import { buildMccCategoryChipId, buildVendorChipId } from './cardPolicyChipIds';
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+/**
+ * Apply an extracted policy document response to the AI CFO card-policy
+ * draft. Touches only the slices the extract API populates:
+ *  - `vendorPolicy` from allow/block `merchantNames` (with allow-wins
+ *    flip).
+ *  - `categoryPolicy` from allow/block `categoryCodes` (matched on
+ *    `optionalCode`).
+ *  - `limits` rows from `transactionLimit` / `requiredReceiptThreshold`.
+ *
+ * `cardSelections` and `policiesReview` are preserved verbatim — the
+ * user still picks cards on Step 2 and the review step is seeded
+ * separately.
+ */
+export const applyExtractedPolicyToAiCardPolicyDraft = ({ extracted, current, vendorSearchOptions, categorySearchOptions, }) => ({
+    ...current,
+    vendorPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.merchantNames,
+        blockList: extracted.blockedEntity.merchantNames,
+        currentAllowItems: current.vendorPolicy.allowItems,
+        currentBlockItems: current.vendorPolicy.blockItems,
+        universe: vendorSearchOptions,
+        matchOnCode: false,
+    }),
+    categoryPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.categoryCodes,
+        blockList: extracted.blockedEntity.categoryCodes,
+        currentAllowItems: current.categoryPolicy.allowItems,
+        currentBlockItems: current.categoryPolicy.blockItems,
+        universe: categorySearchOptions,
+        matchOnCode: true,
+    }),
+    limits: buildLimitRows({
+        current: current.limits,
+        transactionLimit: extracted.transactionLimit,
+        requiredReceiptThreshold: extracted.requiredReceiptThreshold,
+    }),
+});
+const buildAllowBlockField = ({ allowList, blockList, currentAllowItems, currentBlockItems, universe, matchOnCode, }) => {
+    const allowItems = buildSideItems({
+        selectedValues: allowList,
+        currentItems: currentAllowItems,
+        universe,
+        matchOnCode,
+    });
+    const blockItems = buildSideItems({
+        selectedValues: blockList,
+        currentItems: currentBlockItems,
+        universe,
+        matchOnCode,
+    });
+    const mode = allowList.length === 0 && blockList.length > 0 ? 'block' : 'allow';
+    return { mode, allowItems, blockItems };
+};
+const buildSideItems = ({ selectedValues, currentItems, universe, matchOnCode, }) => {
+    const selectedKeys = new Set(selectedValues
+        .map((value) => normalizeKey(value))
+        .filter((key) => key != null));
+    const items = [];
+    const seenIds = new Set();
+    for (const item of currentItems) {
+        const key = normalizeKey(matchOnCode ? item.optionalCode : item.label);
+        const isSelected = key != null && selectedKeys.has(key);
+        items.push({ ...item, isSelected });
+        seenIds.add(item.id);
+        if (isSelected && key != null) {
+            selectedKeys.delete(key);
+        }
+    }
+    for (const option of universe) {
+        if (selectedKeys.size === 0) {
+            break;
+        }
+        const key = normalizeKey(matchOnCode ? option.optionalCode : option.label);
+        if (key == null || !selectedKeys.has(key) || seenIds.has(option.id)) {
+            continue;
+        }
+        items.push({ ...option, isSelected: true });
+        seenIds.add(option.id);
+        selectedKeys.delete(key);
+    }
+    for (const value of selectedValues) {
+        const key = normalizeKey(value);
+        if (key == null || !selectedKeys.has(key)) {
+            continue;
+        }
+        const id = matchOnCode
+            ? buildMccCategoryChipId(value)
+            : buildVendorChipId(value);
+        if (seenIds.has(id)) {
+            continue;
+        }
+        items.push({
+            id,
+            label: value,
+            isSelected: true,
+            ...(matchOnCode ? { optionalCode: value } : {}),
+        });
+        seenIds.add(id);
+        selectedKeys.delete(key);
+    }
+    return items;
+};
+const buildLimitRows = ({ current, transactionLimit, requiredReceiptThreshold, }) => current.map((row) => {
+    if (row.id === CARD_POLICY_LIMIT_ROW_ID_TRANSACTION) {
+        return amountToLimitRow(row, transactionLimit);
+    }
+    if (row.id === CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT) {
+        return amountToLimitRow(row, requiredReceiptThreshold);
+    }
+    return row;
+});
+const amountToLimitRow = (row, amount) => {
+    if (amount > 0) {
+        return { ...row, isEnabled: true, amount };
+    }
+    return { ...row, isEnabled: false, amount: row.amount };
+};
+const normalizeKey = (value) => value == null || value.length === 0 ? undefined : value.toLowerCase().trim();

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

@@ -0,0 +1,60 @@
+import { EMPTY, of } from 'rxjs';
+import { mergeMap } from 'rxjs/operators';
+import { updatePolicyDocumentExtractionSuccess } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { toMccCategoryChipFieldValue, toVendorChipFieldValue, } from './cardPolicyChipIds';
+import { toMccCategoryLike, } from './cardPolicyFormDraftTypes';
+import { applyExtractedPolicyToAiCardPolicyDraft, applyExtractedPolicyToManualCardPolicyDraft, } from './createCardPolicyReducer';
+const toExtractedView = (rules) => ({
+    allowedEntity: {
+        categoryCodes: rules.allowedEntity.categoryCodes ?? [],
+        merchantNames: rules.allowedEntity.merchantNames ?? [],
+    },
+    blockedEntity: {
+        categoryCodes: rules.blockedEntity.categoryCodes ?? [],
+        merchantNames: rules.blockedEntity.merchantNames ?? [],
+    },
+    confidenceScore: rules.confidenceScore,
+    policyName: rules.policyName,
+    requiredReceiptThreshold: rules.requiredReceiptThreshold,
+    transactionLimit: rules.transactionLimit,
+});
+const readVendorSearchOptions = (state) => state.cardPolicyState.vendorSearch.vendors.map((vendor) => toVendorChipFieldValue(vendor.name, false));
+const readCategorySearchOptions = (state) => state.cardPolicyState.mccCategories.map((category) => toMccCategoryChipFieldValue(toMccCategoryLike(category), false));
+/**
+ * Bridge epic — fans `updatePolicyDocumentExtractionSuccess` out to the
+ * right card-policy form draft based on which surface kicked the upload
+ * off:
+ *
+ *  - `aiCfoAnswerId != null` → the AI CFO upload-mode wizard owns it;
+ *    dispatch `applyExtractedPolicyToAiCardPolicyDraft` so the AI draft
+ *    picks up the extracted allow/block + limits. The wizard's `step_5`
+ *    review chips are separately patched by
+ *    `policyRecommendationFromUploadEpic` (the second hop in the chain).
+ *  - `aiCfoAnswerId == null` → the manual `CardPolicyCreatePage` owns
+ *    it; dispatch `applyExtractedPolicyToManualCardPolicyDraft` so the
+ *    manual draft picks up name + allow/block + limits.
+ *
+ * The bridge reads vendor + category universes off CES
+ * (`cardPolicyState.vendorSearch.vendors`,
+ * `cardPolicyState.mccCategories`) instead of taking them through the
+ * payload, so any caller that drops the action wires up automatically.
+ */
+export const applyExtractedPolicyToDraftEpic = (actions$, state$) => actions$.pipe(mergeMap((action) => {
+    if (!updatePolicyDocumentExtractionSuccess.match(action)) {
+        return EMPTY;
+    }
+    const state = state$.value;
+    const extraction = state.cardPolicyState.policyDocumentExtraction;
+    const rules = extraction.extractedRules;
+    if (rules == null) {
+        return EMPTY;
+    }
+    const extracted = toExtractedView(rules);
+    const vendorSearchOptions = readVendorSearchOptions(state);
+    const categorySearchOptions = readCategorySearchOptions(state);
+    const payload = { extracted, vendorSearchOptions, categorySearchOptions };
+    if (extraction.aiCfoAnswerId != null) {
+        return of(applyExtractedPolicyToAiCardPolicyDraft(payload));
+    }
+    return of(applyExtractedPolicyToManualCardPolicyDraft(payload));
+}));

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

@@ -0,0 +1,118 @@
+import { buildMccCategoryChipId, buildVendorChipId } from './cardPolicyChipIds';
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+/**
+ * Apply an extracted policy document response to the manual
+ * `CardPolicyCreatePage` draft. Mirrors the AI variant plus:
+ *  - `name` is overwritten with `extracted.policyName` when present.
+ *  - `description` is left as-is (the extract API doesn't return one).
+ *  - `mode` and `cardSelections` are preserved.
+ *
+ * Pure / referentially transparent.
+ */
+export const applyExtractedPolicyToManualCardPolicyDraft = ({ extracted, current, vendorSearchOptions, categorySearchOptions, }) => ({
+    ...current,
+    name: extracted.policyName ?? current.name,
+    description: current.description,
+    vendorPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.merchantNames,
+        blockList: extracted.blockedEntity.merchantNames,
+        currentAllowItems: current.vendorPolicy.allowItems,
+        currentBlockItems: current.vendorPolicy.blockItems,
+        universe: vendorSearchOptions,
+        matchOnCode: false,
+    }),
+    categoryPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.categoryCodes,
+        blockList: extracted.blockedEntity.categoryCodes,
+        currentAllowItems: current.categoryPolicy.allowItems,
+        currentBlockItems: current.categoryPolicy.blockItems,
+        universe: categorySearchOptions,
+        matchOnCode: true,
+    }),
+    limits: buildLimitRows({
+        current: current.limits,
+        transactionLimit: extracted.transactionLimit,
+        requiredReceiptThreshold: extracted.requiredReceiptThreshold,
+    }),
+});
+const buildAllowBlockField = ({ allowList, blockList, currentAllowItems, currentBlockItems, universe, matchOnCode, }) => {
+    const allowItems = buildSideItems({
+        selectedValues: allowList,
+        currentItems: currentAllowItems,
+        universe,
+        matchOnCode,
+    });
+    const blockItems = buildSideItems({
+        selectedValues: blockList,
+        currentItems: currentBlockItems,
+        universe,
+        matchOnCode,
+    });
+    const mode = allowList.length === 0 && blockList.length > 0 ? 'block' : 'allow';
+    return { mode, allowItems, blockItems };
+};
+const buildSideItems = ({ selectedValues, currentItems, universe, matchOnCode, }) => {
+    const selectedKeys = new Set(selectedValues
+        .map((value) => normalizeKey(value))
+        .filter((key) => key != null));
+    const items = [];
+    const seenIds = new Set();
+    for (const item of currentItems) {
+        const key = normalizeKey(matchOnCode ? item.optionalCode : item.label);
+        const isSelected = key != null && selectedKeys.has(key);
+        items.push({ ...item, isSelected });
+        seenIds.add(item.id);
+        if (isSelected && key != null) {
+            selectedKeys.delete(key);
+        }
+    }
+    for (const option of universe) {
+        if (selectedKeys.size === 0) {
+            break;
+        }
+        const key = normalizeKey(matchOnCode ? option.optionalCode : option.label);
+        if (key == null || !selectedKeys.has(key) || seenIds.has(option.id)) {
+            continue;
+        }
+        items.push({ ...option, isSelected: true });
+        seenIds.add(option.id);
+        selectedKeys.delete(key);
+    }
+    for (const value of selectedValues) {
+        const key = normalizeKey(value);
+        if (key == null || !selectedKeys.has(key)) {
+            continue;
+        }
+        const id = matchOnCode
+            ? buildMccCategoryChipId(value)
+            : buildVendorChipId(value);
+        if (seenIds.has(id)) {
+            continue;
+        }
+        items.push({
+            id,
+            label: value,
+            isSelected: true,
+            ...(matchOnCode ? { optionalCode: value } : {}),
+        });
+        seenIds.add(id);
+        selectedKeys.delete(key);
+    }
+    return items;
+};
+const buildLimitRows = ({ current, transactionLimit, requiredReceiptThreshold, }) => current.map((row) => {
+    if (row.id === CARD_POLICY_LIMIT_ROW_ID_TRANSACTION) {
+        return amountToLimitRow(row, transactionLimit);
+    }
+    if (row.id === CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT) {
+        return amountToLimitRow(row, requiredReceiptThreshold);
+    }
+    return row;
+});
+const amountToLimitRow = (row, amount) => {
+    if (amount > 0) {
+        return { ...row, isEnabled: true, amount };
+    }
+    return { ...row, isEnabled: false, amount: row.amount };
+};
+const normalizeKey = (value) => value == null || value.length === 0 ? undefined : value.toLowerCase().trim();

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

@@ -0,0 +1,33 @@
+import { buildUploadReviewRows } from './buildAiCardPolicyFormDraftSeed';
+/**
+ * Patch a fresh `wizardPlan` (returned by
+ * `policy-recommendation-from-upload`) onto the upload-mode AI
+ * card-policy draft + context. Re-derives the Step 5 review rows from
+ * the new draft policies while preserving the user's Step 2
+ * `cardSelections` and Step 1 `limits` toggles.
+ *
+ * No-op when the draft isn't in `upload` mode (the bridge epic should
+ * still gate on `policyKind === "upload"` upstream).
+ */
+export const applyUploadPlanToAiCardPolicyDraft = ({ current, context, wizardPlan, source, }) => {
+    if (current.policyKind !== 'upload') {
+        return { draft: current, context };
+    }
+    const policiesReview = buildUploadReviewRows(wizardPlan.step5Review.draftPolicies, context.cardsMasterList, context.categorySearchOptions);
+    return {
+        draft: {
+            ...current,
+            policiesReview,
+        },
+        context: {
+            ...context,
+            wizardPlan,
+            source: source ?? context.source,
+            suggestedPoliciesSeed: wizardPlan.step5Review.draftPolicies.map((draft) => ({
+                id: draft.id,
+                name: draft.name,
+                isChecked: true,
+            })),
+        },
+    };
+};