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

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

@@ -1,4 +1,11 @@
 import { createSlice } from '@reduxjs/toolkit';
+import { applyAiCardPolicyFormDraftUpdate } from './applyAiCardPolicyFormDraftUpdate';
+import { applyExtractedPolicyToAiCardPolicyDraft as applyExtractedToAiDraftHelper } from './applyExtractedPolicyToAiCardPolicyDraft';
+import { applyExtractedPolicyToManualCardPolicyDraft as applyExtractedToManualDraftHelper } from './applyExtractedPolicyToManualCardPolicyDraft';
+import { applyUploadPlanToAiCardPolicyDraft as applyUploadPlanToAiDraftHelper } from './applyUploadPlanToAiCardPolicyDraft';
+import { buildAiCardPolicyFormDraftSeed } from './buildAiCardPolicyFormDraftSeed';
+import { buildManualCardPolicyFormDraftSeed, } from './buildManualCardPolicyFormDraftSeed';
+import { toMccCategoryLike, } from './cardPolicyFormDraftTypes';
 export const initialState = {
     createCardPolicyTemplateRequestState: {
         fetchState: 'Not-Started',
@@ -36,10 +43,139 @@ const createCardPolicy = 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 } = buildAiCardPolicyFormDraftSeed({
+                    initialData: action.payload.initialData,
+                    cardsMasterList: action.payload.cardsMasterList,
+                    categorySearchOptions: action.payload.mccCategories.map(toMccCategoryLike),
+                    suggestedAllowMerchants: action.payload.suggestedAllowMerchants,
+                    suggestedBlockMerchants: action.payload.suggestedBlockMerchants,
+                    suggestedAllowCategories: (action.payload.suggestedAllowCategories ?? []).map(toMccCategoryLike),
+                    suggestedBlockCategories: (action.payload.suggestedBlockCategories ?? []).map(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 = 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 } = applyUploadPlanToAiDraftHelper({
+                    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 = applyExtractedToAiDraftHelper({
+                    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 = 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 = applyExtractedToManualDraftHelper({
+                    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, initialState);
         },
     },
 });
-export const { createCardPolicyTemplates, updateCreateCardPolicyTemplateRequestState, clearCreateCardPolicy, } = createCardPolicy.actions;
+export const { createCardPolicyTemplates, updateCreateCardPolicyTemplateRequestState, seedAiCardPolicyFormDraft, updateAiCardPolicyFormDraft, updateAiCardPolicyFormDraftFromUploadPlan, applyExtractedPolicyToAiCardPolicyDraft, clearAiCardPolicyFormDraft, seedManualCardPolicyFormDraft, updateManualCardPolicyFormDraft, applyExtractedPolicyToManualCardPolicyDraft, clearManualCardPolicyFormDraft, clearCreateCardPolicy, } = createCardPolicy.actions;
 export default createCardPolicy.reducer;

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

@@ -37,3 +37,21 @@ export function getLastCreateCardPolicyTemplateErrors(state) {
 export 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.
+ */
+export 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`.
+ */
+export function getManualCardPolicyFormDraft(state) {
+    return state.manualCardPolicyFormDraft;
+}

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

@@ -0,0 +1,148 @@
+/**
+ * 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 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,
+        };
+    });
+};
+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/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/seedAiCardPolicyFormDraftEpic.js

@@ -0,0 +1,112 @@
+import { EMPTY, concat, of } from 'rxjs';
+import { distinctUntilChanged, filter, map, mergeMap, take, } from 'rxjs/operators';
+import { upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, } from '../../../../../entity/aiCfo/aiCfoReducer';
+import { getQuestionAnswerByIdForChatSession } from '../../../../../entity/aiCfo/aiCfoSelector';
+import { fetchCardPolicyMccCategories } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { getAllChargeCardsWithUser } from '../../chargeCardList/chargeCardListSelector';
+import { clearAiCardPolicyFormDraft, seedAiCardPolicyFormDraft, updateCreateCardPolicyTemplateRequestState, } from './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 = 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 = 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) => upsertAnswerPayload.match(action) ||
+    upsertOrAddQuestionAnswerPayload.match(action);
+const isCreateSuccess = (action) => updateCreateCardPolicyTemplateRequestState.match(action) &&
+    action.payload.fetchState === 'Completed';
+const buildSeedAction = (state, payload) => {
+    const cardsMasterList = readCardsMasterList(state);
+    const mccCategories = state.cardPolicyState.mccCategories;
+    return 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).
+ */
+export const seedAiCardPolicyFormDraftEpic = (actions$, state$) => actions$.pipe(mergeMap((action) => {
+    if (isCreateSuccess(action)) {
+        return of(clearAiCardPolicyFormDraft());
+    }
+    if (!isSeedTrigger(action)) {
+        return EMPTY;
+    }
+    const state = state$.value;
+    const questionAnswerId = resolveQuestionAnswerId(state, action);
+    if (questionAnswerId == null) {
+        return EMPTY;
+    }
+    const payload = readCardPolicyPayload(state, action.payload.chatSessionId, questionAnswerId);
+    if (payload == null) {
+        return EMPTY;
+    }
+    if (readMccCategoriesAvailable(state)) {
+        return of(buildSeedAction(state, payload));
+    }
+    const seedWhenMccLoaded$ = state$.pipe(map((rs) => readMccCategoriesAvailable(rs)), distinctUntilChanged(), filter((available) => available), take(1), map(() => buildSeedAction(state$.value, payload)));
+    const mccFetchState = state.cardPolicyState.mccCategoriesFetchState;
+    if (mccFetchState === 'In-Progress') {
+        return seedWhenMccLoaded$;
+    }
+    return concat(of(fetchCardPolicyMccCategories()), seedWhenMccLoaded$);
+}));

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

@@ -0,0 +1,101 @@
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+import { REVIEW_GROUP_IDS, REVIEW_LIMIT_CHIP_IDS, amountFromLimitRow, collectCategoryCodes, collectMerchantNames, } from './cardPolicyRequestParts';
+const isSelectedChip = (chip) => chip.isSelected !== false;
+const chipsInGroup = (row, groupId) => {
+    const group = row.chipGroups.find((g) => g.id === groupId);
+    if (group == null) {
+        return [];
+    }
+    return group.chips.filter(isSelectedChip);
+};
+const collectVendorLabelsFromReviewRow = (row, groupId) => chipsInGroup(row, groupId).map((chip) => chip.label);
+const collectCategoryCodesFromReviewRow = (row, groupId) => chipsInGroup(row, groupId).map((chip) => chip.optionalCode ?? chip.id);
+const collectCardIdsFromReviewRow = (row) => chipsInGroup(row, REVIEW_GROUP_IDS.appliedToCards).flatMap((chip) => chip.cardIds ?? []);
+const limitValueFromReviewRow = (row, chipId) => {
+    const group = row.chipGroups.find((g) => g.id === REVIEW_GROUP_IDS.limits);
+    if (group == null) {
+        return null;
+    }
+    const chip = group.chips.find((c) => c.id === chipId && isSelectedChip(c));
+    if (chip == null) {
+        return null;
+    }
+    if (chip.optionalCode != null) {
+        const parsed = Number(chip.optionalCode);
+        return Number.isFinite(parsed) ? parsed : null;
+    }
+    const labelDigits = chip.label.match(/\d+(?:\.\d+)?/);
+    if (labelDigits == null) {
+        return null;
+    }
+    const parsed = Number(labelDigits[0]);
+    return Number.isFinite(parsed) ? parsed : null;
+};
+const buildGuidedEntry = (row, draft, guidedMode, description) => ({
+    allowedEntity: {
+        categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'allow'),
+        merchantNames: collectMerchantNames(draft.vendorPolicy, 'allow'),
+    },
+    applyToCards: draft.cardSelections
+        .filter((card) => card.isChecked)
+        .map((card) => card.id),
+    blockedEntity: {
+        categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'block'),
+        merchantNames: collectMerchantNames(draft.vendorPolicy, 'block'),
+    },
+    description: description.trim(),
+    mode: guidedMode,
+    name: row.name.trim(),
+    requiredReceiptThreshold: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT),
+    spendLimits: {
+        transaction: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION),
+    },
+});
+const buildAutoEntry = (row, description) => ({
+    allowedEntity: {
+        categoryCodes: collectCategoryCodesFromReviewRow(row, REVIEW_GROUP_IDS.allowedCategories),
+        merchantNames: collectVendorLabelsFromReviewRow(row, REVIEW_GROUP_IDS.allowedVendors),
+    },
+    applyToCards: collectCardIdsFromReviewRow(row),
+    blockedEntity: {
+        categoryCodes: collectCategoryCodesFromReviewRow(row, REVIEW_GROUP_IDS.restrictedCategories),
+        merchantNames: collectVendorLabelsFromReviewRow(row, REVIEW_GROUP_IDS.blockedVendors),
+    },
+    description: description.trim(),
+    name: row.name.trim(),
+});
+const buildUploadEntry = (row, draft, description) => ({
+    allowedEntity: {
+        categoryCodes: collectCategoryCodesFromReviewRow(row, REVIEW_GROUP_IDS.allowedCategories),
+        merchantNames: collectVendorLabelsFromReviewRow(row, REVIEW_GROUP_IDS.allowedVendors),
+    },
+    applyToCards: draft.cardSelections
+        .filter((card) => card.isChecked)
+        .map((card) => card.id),
+    blockedEntity: {
+        categoryCodes: collectCategoryCodesFromReviewRow(row, REVIEW_GROUP_IDS.restrictedCategories),
+        merchantNames: collectVendorLabelsFromReviewRow(row, REVIEW_GROUP_IDS.blockedVendors),
+    },
+    description: description.trim(),
+    name: row.name.trim(),
+    requiredReceiptThreshold: limitValueFromReviewRow(row, REVIEW_LIMIT_CHIP_IDS.receipt),
+    spendLimits: {
+        transaction: limitValueFromReviewRow(row, REVIEW_LIMIT_CHIP_IDS.transaction),
+    },
+});
+/**
+ * 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 const toBulkCardPolicyTemplateRequestsFromDraft = ({ draft, description = '', guidedMode = 'strict', }) => {
+    const checkedRows = draft.policiesReview.filter((row) => row.isChecked);
+    if (draft.policyKind === 'guided') {
+        return checkedRows.map((row) => buildGuidedEntry(row, draft, guidedMode, description));
+    }
+    if (draft.policyKind === 'upload') {
+        return checkedRows.map((row) => buildUploadEntry(row, draft, description));
+    }
+    return checkedRows.map((row) => buildAutoEntry(row, description));
+};

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

@@ -0,0 +1,71 @@
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+import { amountFromLimitRow, collectCategoryCodes, collectMerchantNames, projectAutoReviewRowToCardPolicyRequestParts, } from './cardPolicyRequestParts';
+/**
+ * Map the AI CFO `CardPolicyFormDraft` to the wire-ready
+ * `CreateCardPolicyTemplateRequest`. Branches on `draft.policyKind`:
+ *
+ *  - `auto` / `upload`: active review row's chip groups are canonical;
+ *    project via `projectAutoReviewRowToCardPolicyRequestParts`. Active
+ *    row = "first checked, fallback to first".
+ *  - `guided`: source slices are canonical (the
+ *    `applyAiCardPolicyFormDraftUpdate` reducer mirrors review-chip
+ *    edits back into them); read directly from the source slices.
+ *
+ * Name picking: first checked row of `policiesReview`, fallback to the
+ * first row, fallback to empty.
+ */
+export const toCardPolicyTemplateRequestFromDraft = ({ draft, description = '', mode = 'strict', }) => {
+    const name = pickPolicyName(draft);
+    const base = {
+        description: description.trim(),
+        mode,
+        name: name.trim(),
+    };
+    if (draft.policyKind === 'auto' || draft.policyKind === 'upload') {
+        const activeRow = draft.policiesReview.find((row) => row.isChecked) ??
+            draft.policiesReview[0];
+        if (activeRow == null) {
+            return {
+                ...base,
+                allowedEntity: { categoryCodes: [], merchantNames: [] },
+                applyToCards: [],
+                blockedEntity: { categoryCodes: [], merchantNames: [] },
+                requiredReceiptThreshold: null,
+                spendLimits: { transaction: null },
+            };
+        }
+        return {
+            ...base,
+            ...projectAutoReviewRowToCardPolicyRequestParts(activeRow),
+        };
+    }
+    // Guided
+    return {
+        ...base,
+        allowedEntity: {
+            categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'allow'),
+            merchantNames: collectMerchantNames(draft.vendorPolicy, 'allow'),
+        },
+        applyToCards: draft.cardSelections
+            .filter((row) => row.isChecked)
+            .map((row) => row.id),
+        blockedEntity: {
+            categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'block'),
+            merchantNames: collectMerchantNames(draft.vendorPolicy, 'block'),
+        },
+        requiredReceiptThreshold: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT),
+        spendLimits: {
+            transaction: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION),
+        },
+    };
+};
+const pickPolicyName = (draft) => {
+    const checked = draft.policiesReview.find((row) => row.isChecked);
+    if (checked != null) {
+        return checked.name;
+    }
+    if (draft.policiesReview.length > 0) {
+        return draft.policiesReview[0].name;
+    }
+    return '';
+};

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

@@ -0,0 +1,34 @@
+import { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, } from './cardPolicyFormDraftTypes';
+import { amountFromLimitRow, collectCategoryCodes, collectMerchantNames, } from './cardPolicyRequestParts';
+/**
+ * Map the manual `CardPolicyCreateFormDraft` onto the wire-ready
+ * `CreateCardPolicyTemplateRequest` payload consumed by the
+ * `createCardPolicyTemplates` epic.
+ *
+ * Mirrors the AI guided builder minus the `policiesReview` projection:
+ *  - `vendorPolicy` / `categoryPolicy` are read directly; `mode` is
+ *    forwarded from the form.
+ *  - `applyToCards` is the id list of checked rows in `cardSelections`.
+ *  - `spendLimits.transaction` / `requiredReceiptThreshold` are `null`
+ *    when their toggle is off (BE: "not configured").
+ */
+export const toManualCardPolicyTemplateRequestFromDraft = (draft) => ({
+    allowedEntity: {
+        categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'allow'),
+        merchantNames: collectMerchantNames(draft.vendorPolicy, 'allow'),
+    },
+    applyToCards: draft.cardSelections
+        .filter((row) => row.isChecked)
+        .map((row) => row.id),
+    blockedEntity: {
+        categoryCodes: collectCategoryCodes(draft.categoryPolicy, 'block'),
+        merchantNames: collectMerchantNames(draft.vendorPolicy, 'block'),
+    },
+    description: draft.description.trim(),
+    mode: draft.mode,
+    name: draft.name.trim(),
+    requiredReceiptThreshold: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT),
+    spendLimits: {
+        transaction: amountFromLimitRow(draft.limits, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION),
+    },
+});

package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/applyAiCardCreationFormDraftUpdate.js

@@ -24,7 +24,6 @@ export const applyAiCardCreationFormDraftUpdate = ({ next, prev, context, }) =>
             teamRows: next.teamRows,
             prevCardRows: next.cardRows,
             allUsers: context.allUsers,
-            defaultCardOptionId: context.defaultCardOptionId,
             suggestedOwnerUserIdByTeamId: context.suggestedOwnerUserIdByTeamId,
         }),
     };