@zeniai/client-epic-state 5.0.83 → 5.0.84-beta0ND

package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts

@@ -16,4 +16,4 @@
  *
  * @see README.md in this directory for maintenance expectations.
  */
-export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_creation' | 'cards_detail' | 'card_policy' | 'card_policy_detail' | 'people' | 'rewards' | 'notifications';
+export type AiCfoSuggestedQuestionsPageContext = 'balance_sheet' | 'profit_loss' | 'vendors' | 'transactions' | 'cash_flow' | 'accounts_receivable' | 'accounts_payable' | 'transaction_details' | 'dashboard' | 'cash_balance' | 'card_balance' | 'cash_in_cash_out' | 'net_burn_or_income' | 'cash_position' | 'top_expenses' | 'revenue' | 'operating_expenses' | 'command_centre' | 'je_schedules' | 'reconciliation' | 'flux_analysis' | 'receipts' | 'mei' | 'task_checklist' | 'performance' | 'bills_list' | 'bills_details' | 'reimbursement_list' | 'reimbursement_details' | 'vendors_summary' | 'opex_by_vendor' | 'prepaid_expenses' | 'fixed_assets' | 'form_1099' | 'accrued_expenses' | 'forecast' | 'checking' | 'checking_details' | 'treasury' | 'cards' | 'cards_detail' | 'people' | 'rewards' | 'notifications';

package/lib/commonStateTypes/animations.d.ts

@@ -1,2 +1,2 @@
-export declare const toAnimationsFileName: (v: string) => "Success" | "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AiStarIcon" | "AiStarPlain" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "AutoTransfer" | "CloseCard" | "Confetti" | "ConfettiSuccess" | "DashboardChristmasSnow" | "DashboardNewYearShow" | "DashboardSidebarBottomChristmas" | "DashboardSidebarBottomHalloween" | "DashboardSidebarBottomNewYear" | "DashboardSidebarBottomThanksgiving" | "DashboardSidebarTopChristmas" | "DashboardSidebarTopHalloween" | "DashboardSidebarTopNewYear" | "DashboardSidebarTopThanksgiving" | "Distribution" | "DistributionDark" | "EarnYield" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "Liquidity" | "LockCard" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "Protection" | "ReceiptDark" | "ReceiptLight" | "Recurring" | "RecurringDark" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Ripple" | "Secure" | "Target" | "TargetDark" | "UnlockCard" | "VeryHappy" | "ZeniAssist";
+export declare const toAnimationsFileName: (v: string) => "Success" | "AiAgent" | "AiIconEntry" | "AiIconExit" | "AiIconLoop" | "AiStar" | "AiStarIcon" | "AiStarPlain" | "AIPoweredInvoiceDark" | "AIPoweredInvoiceLight" | "Angry" | "AutoTransfer" | "CloseCard" | "Confetti" | "ConfettiSuccess" | "DashboardChristmasSnow" | "DashboardNewYearShow" | "DashboardSidebarBottomChristmas" | "DashboardSidebarBottomHalloween" | "DashboardSidebarBottomNewYear" | "DashboardSidebarBottomThanksgiving" | "DashboardSidebarTopChristmas" | "DashboardSidebarTopHalloween" | "DashboardSidebarTopNewYear" | "DashboardSidebarTopThanksgiving" | "Distribution" | "DistributionDark" | "EarnYield" | "FastestWayDark" | "FastestWayLight" | "FinanceTeamDark" | "FinanceTeamLight" | "Happy" | "Liquidity" | "LockCard" | "MoneyTransferSuccess" | "MultiLevelApprovalDark" | "MultiLevelApprovalLight" | "NotHappy" | "Protection" | "ReceiptDark" | "ReceiptLight" | "Recurring" | "RecurringDark" | "ReimburseDark" | "ReimburseLight" | "RewardsDark" | "RewardsDarkHover" | "RewardsLight" | "RewardsLightHover" | "Ripple" | "Secure" | "Target" | "TargetDark" | "UnlockCard" | "VeryHappy" | "Welcome" | "ZeniAssist";
 export type AnimationFileName = ReturnType<typeof toAnimationsFileName>;

package/lib/commonStateTypes/animations.js

@@ -59,6 +59,7 @@ const ALL_ANIMATIONS_FILE_NAMES = [
     'TargetDark',
     'UnlockCard',
     'VeryHappy',
+    'Welcome',
     'ZeniAssist',
 ];
 const toAnimationsFileName = (v) => (0, stringToUnion_1.stringToUnion)(v, ALL_ANIMATIONS_FILE_NAMES);

package/lib/entity/aiCfo/aiCfoPayload.d.ts

@@ -20,147 +20,8 @@ export interface ChartVisualizationPayload {
     lines?: string[] | null;
     y_format?: YFormatPayload;
 }
-/**
- * Single AI-suggested card on the wire. The controller ships an array of
- * these mixing vendor, department, and category entries. Entries with
- * `is_suggested: true` seed step 1 (`review`) or the step-2 editable table
- * (`create`); entries with `is_suggested: false` aren't pre-rendered as
- * rows but are available in the step-2 Card dropdown (and, in `review`,
- * the step-1 "Add something else" search).
- *
- * `owner_id` may be `null` (or empty string, defensively normalized by the
- * reducer) when the AI hasn't picked an owner.
- */
-export interface SuggestedCardPayload {
-    avg_spend: number;
-    card_name: string;
-    card_name_id: string;
-    card_type: 'vendor' | 'department' | 'category';
-    credit_limit: number;
-    is_suggested: boolean;
-    owner_id: string | null;
-}
-/**
- * Wire payload for the AI Card Creation interactive form. Both `review`
- * and `create` modes share an identical envelope — a flat
- * `suggested_cards[]` (mix of suggested + not-suggested rows). The only
- * thing that varies is `mode`, which the FE uses to pick the step UX:
- *
- * - `review` (2-step): user reviews / toggles the `is_suggested: true`
- *   rows in step 1, then configures one card per surviving row in step 2.
- * - `create` (1-step): the FE seeds the step-2 editable table directly
- *   from the `is_suggested: true` rows; step 1 is skipped.
- *
- * In both modes the full `suggested_cards[]` universe (including
- * `is_suggested: false`) feeds the step-2 Card-cell dropdown so the user
- * can swap a row to any vendor / department / category of the same kind.
- *
- * Note: `card_options` (physical / virtual / subscription) is NOT part of
- * the wire. The FE injects a single `virtual` option via
- * `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS`; the reducer defaults each
- * seeded row's `cardOptionId` to `'virtual'`.
- */
-export interface CardsCreationInitialDataPayload {
-    mode: 'review' | 'create';
-    suggested_cards: SuggestedCardPayload[];
-}
-/**
- * Per-policy allow / block bucket on the wire. The two arrays are
- * independent (a draft policy may populate both, only one, or neither).
- */
-export interface DraftPolicyEntityPayload {
-    category_codes: string[];
-    merchant_names: string[];
-}
-/**
- * Spend-limit bucket per policy. `transaction` is the only cadence the
- * BE ships today; left open-ended for future cadences (e.g.
- * `monthly`, `quarterly`).
- */
-export interface DraftPolicySpendLimitsPayload {
-    transaction: number;
-    [cadence: string]: number | undefined;
-}
-/**
- * Single draft policy on the wire. The controller emits one of these
- * per recommended policy in `step_5_review.draft_policies`. Identity is
- * positional (no stable `id` from the BE); the FE synthesizes one on
- * decode.
- */
-export interface DraftPolicyPayload {
-    allowed_entity: DraftPolicyEntityPayload;
-    apply_to_cards: string[];
-    blocked_entity: DraftPolicyEntityPayload;
-    description: string;
-    /** Enforcement mode for the policy (e.g. `"strict"`). Carried into
-     * state for guided submit; ignored for `auto` / `upload`. */
-    mode: string;
-    name: string;
-    required_receipt_threshold: number;
-    spend_limits: DraftPolicySpendLimitsPayload;
-}
-/**
- * `step_5_review` block — the only step in `wizard_plan` the FE reads.
- * Steps 1–4 are intentionally not modeled.
- */
-export interface CardPolicyStep5ReviewPayload {
-    draft_policies: DraftPolicyPayload[];
-    /** Header text shown above the review list / wizard. */
-    prompt: string;
-    /** How the BE grouped the suggested policies. `"none"` today; may
-     * surface as a header banner in a future iteration. */
-    grouping_source?: string;
-}
-export interface CardPolicyWizardPlanPayload {
-    step_5_review: CardPolicyStep5ReviewPayload;
-}
-/**
- * Upload-mode metadata that the `policy-recommendation-from-upload` API
- * returns alongside the wizard plan. Absent on the initial controller
- * response; populated after the file upload + recommendation chain.
- */
-export interface CardPolicyUploadSourcePayload {
-    confidence_score: number;
-    file_name: string;
-    low_confidence_fields: string[];
-}
-/**
- * Discriminated payload for the AI Card Policy interactive form.
- * All three modes share the same `wizard_plan.step_5_review.draft_policies`
- * envelope; the FE renders different forms based on `mode`.
- *
- * - `auto` (1-step review): user reviews suggested policies and submits.
- * - `guided` (5-step wizard): Steps 1–4 seeded from `draft_policies[0]`,
- *   Step 5 lists every draft policy.
- * - `upload` (3-step): upload doc → pick cards → review. Controller
- *   responses for `mode === "upload"` arrive *before* the user uploads,
- *   so `wizard_plan` is optional; populated after the upload-recommendation
- *   API returns.
- */
-export type CardPolicyInitialDataPayload = {
-    mode: 'auto';
-    wizard_plan: CardPolicyWizardPlanPayload;
-} | {
-    mode: 'guided';
-    wizard_plan: CardPolicyWizardPlanPayload;
-} | {
-    mode: 'upload';
-    source?: CardPolicyUploadSourcePayload;
-    wizard_plan?: CardPolicyWizardPlanPayload;
-};
-/**
- * Discriminated visualization payload. The FE narrows on `form_type` and
- * casts `payload` to the matching shape.
- */
-export type InteractiveFormVisualizationPayload = {
-    form_type: 'cards_creation';
-    payload: CardsCreationInitialDataPayload;
-} | {
-    form_type: 'card_policy';
-    payload: CardPolicyInitialDataPayload;
-};
 export interface AiCfoVisualizationPayload {
-    data: TableVisualizationPayload | ChartVisualizationPayload | InteractiveFormVisualizationPayload | null;
+    data: TableVisualizationPayload | ChartVisualizationPayload | null;
     type: string | null;
 }
 export interface AiCfoAnswerPayload {

package/lib/entity/aiCfo/aiCfoReducer.d.ts

@@ -1,8 +1,7 @@
 import { ID } from '../../commonStateTypes/common';
 import { ZeniDate } from '../../zeniDayJS';
 import { AiCfoAnswerPayload, AiCfoVisualizationPayload, ChatSessionPayload, MessagePayload } from './aiCfoPayload';
-import { AiCfoState, AiCfoVisualization, FileAttachmentMetadata, SyntheticAiCfoAnswerKind } from './aiCfoState';
-import type { CardPolicyUploadSource, CardPolicyWizardPlan } from './aiCfoState';
+import { AiCfoState, AiCfoVisualization, FileAttachmentMetadata } from './aiCfoState';
 export declare const initialAiCfoState: AiCfoState;
 export declare const toAiCfoVisualization: (visualization: AiCfoVisualizationPayload) => AiCfoVisualization | undefined;
 export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -42,26 +41,6 @@ export declare const setNewSession: import("@reduxjs/toolkit").ActionCreatorWith
 }, "aiCfo/addQuestionPayload">, clearAiCfo: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"aiCfo/clearAiCfo">, deleteQuestion: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     chatSessionId: ID;
     questionAnswerId: ID;
-}, "aiCfo/deleteQuestion">, updateAiCfoAnswerCardPolicyWizardPlan: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    answerId: ID;
-    chatSessionId: ID;
-    wizardPlan: CardPolicyWizardPlan;
-    source?: CardPolicyUploadSource;
-}, "aiCfo/updateAiCfoAnswerCardPolicyWizardPlan">, appendSyntheticAiCfoAnswer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    chatSessionId: ID;
-    createdAt: ZeniDate;
-    id: ID;
-    kind: SyntheticAiCfoAnswerKind;
-    sourceQuestionAnswerId: ID;
-    entityIds?: ID[];
-}, "aiCfo/appendSyntheticAiCfoAnswer">, updateSyntheticAiCfoAnswer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    chatSessionId: ID;
-    id: ID;
-    kind: SyntheticAiCfoAnswerKind;
-    entityIds?: ID[];
-}, "aiCfo/updateSyntheticAiCfoAnswer">, removeSyntheticAiCfoAnswer: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
-    chatSessionId: ID;
-    id: ID;
-}, "aiCfo/removeSyntheticAiCfoAnswer">, clearSyntheticAiCfoAnswers: import("@reduxjs/toolkit").ActionCreatorWithPayload<string, "aiCfo/clearSyntheticAiCfoAnswers">;
+}, "aiCfo/deleteQuestion">;
 declare const _default: import("redux").Reducer<AiCfoState>;
 export default _default;

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -1,14 +1,13 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
+exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
 exports.initialAiCfoState = {
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
-    syntheticAnswersByChatSessionId: {},
 };
 // Utility: Merge two arrays of Q&A pairs, combining responses for the same question
 function mergeQuestionAnswerPairs(existing, newQAs) {
@@ -140,219 +139,12 @@ const toAiCfoVisualization = (visualization) => {
     if (visualization.type == null || visualization.data == null) {
         return undefined;
     }
-    // Reject unknown viz types instead of silently defaulting to `table`.
-    // The previous `?? 'table'` fallback funneled any non-strict-union
-    // payload into `toAiCfoVisualizationData`, which is the table/chart
-    // decoder and dereferences `data.values.map(...)`. Interactive-form
-    // payloads (e.g. when the BE ships `type: <new_form_kind>` we don't
-    // know about yet) carry no `values`, so that path threw during answer
-    // upsert and broke rendering for the whole Q/A. Returning `undefined`
-    // matches the existing "missing type / data" guard above — callers
-    // already handle a no-visualization answer.
-    const normalizedType = (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type);
-    if (normalizedType == null) {
-        return undefined;
-    }
     return {
-        type: normalizedType,
-        data: normalizedType === 'interactive_form'
-            ? toInteractiveFormVisualization(visualization.data)
-            : toAiCfoVisualizationData(visualization.data),
+        type: (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table',
+        data: toAiCfoVisualizationData(visualization.data),
     };
 };
 exports.toAiCfoVisualization = toAiCfoVisualization;
-const toInteractiveFormVisualization = (data) => {
-    // When `form_type` is missing / mistyped, fall back to a payload-shape
-    // heuristic instead of blindly defaulting to `cards_creation`. A
-    // `card_policy` payload always carries `mode: 'auto' | 'guided' |
-    // 'upload'` (see `CardPolicyInitialDataPayload`); a `cards_creation`
-    // payload carries `suggested_cards` and never that exact `mode` set.
-    // Without this, a card-policy answer with a malformed `form_type`
-    // would be decoded as cards_creation, surfacing the wrong interactive
-    // form (and wrong submit path) in the UI.
-    const formType = (0, aiCfoState_1.toInteractiveFormTypeStrict)(data.form_type) ??
-        inferInteractiveFormTypeFromPayload(data.payload);
-    if (formType === 'card_policy') {
-        return {
-            formType: 'card_policy',
-            payload: toCardPolicyInitialData(data.payload),
-        };
-    }
-    return {
-        formType: 'cards_creation',
-        payload: toCardsCreationInitialData(data.payload),
-    };
-};
-const inferInteractiveFormTypeFromPayload = (payload) => {
-    if (payload != null && typeof payload === 'object' && 'mode' in payload) {
-        const mode = payload.mode;
-        if (mode === 'auto' || mode === 'guided' || mode === 'upload') {
-            return 'card_policy';
-        }
-    }
-    return 'cards_creation';
-};
-/**
- * Decode the unified `cards_creation` interactive-form payload into the FE
- * state shape. Both `review` and `create` modes ship the same envelope
- * (`{mode, suggested_cards[]}`); the only thing that varies is how the
- * common derivations are exposed:
- *
- * - `review` (2-step): `is_suggested: true` rows -> `teamRows`; the full
- *   universe -> `cardNameOptions` (step-2 swap + step-1 "Add something
- *   else" search).
- * - `create` (1-step): `is_suggested: true` rows -> `cardRows` pre-seeded
- *   for the step-2 editable table (with `cardOptionId` defaulted to
- *   `'virtual'`); the full universe -> `cardNameOptions` (step-2 swap).
- *
- * `cardOptions` (physical / virtual / subscription) is intentionally not
- * derived here — the wire never carries it. The component prop is fed
- * from `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` at render time. The
- * state field is preserved as `[]` for backward compatibility with
- * consumers that still narrow on it.
- */
-const toCardsCreationInitialData = (payload) => {
-    const suggestedCards = payload.suggested_cards ?? [];
-    const ordered = [...suggestedCards].sort((a, b) => KIND_RANK[a.card_type] - KIND_RANK[b.card_type]);
-    const withUniqueIds = withSynthesizedIds(ordered);
-    const suggestedOnly = withUniqueIds.filter(({ card }) => card.is_suggested);
-    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
-        id: uniqueId,
-        kind: toCardKind(card.card_type),
-        label: card.card_name,
-    }));
-    const suggestedOwnerUserIdByTeamId = Object.fromEntries(suggestedOnly.map(({ card, uniqueId }) => [
-        uniqueId,
-        normalizeOwnerId(card.owner_id),
-    ]));
-    const common = {
-        cardNameOptions,
-        cardOptions: [],
-        suggestedOwnerUserIdByTeamId,
-    };
-    if (payload.mode === 'create') {
-        return {
-            ...common,
-            mode: 'create',
-            cardRows: suggestedOnly.map(({ card, uniqueId }) => ({
-                cardKind: toCardKind(card.card_type),
-                cardOptionId: aiCfoState_1.CARDS_CREATION_DEFAULT_CARD_OPTION_ID,
-                id: uniqueId,
-                label: card.card_name,
-                recommendedLimit: card.credit_limit > 0 ? card.credit_limit : undefined,
-                suggestedOwnerUserId: normalizeOwnerId(card.owner_id),
-            })),
-        };
-    }
-    return {
-        ...common,
-        mode: 'review',
-        teamRows: suggestedOnly.map(({ card, uniqueId }) => ({
-            avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
-            cardKind: toCardKind(card.card_type),
-            id: uniqueId,
-            label: card.card_name,
-            recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
-            recommendedLimitCadence: 'Monthly',
-        })),
-    };
-};
-const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
-    style: 'currency',
-    currency: 'USD',
-    maximumFractionDigits: 0,
-});
-/**
- * Normalize the controller's `owner_id` into `string | undefined`. The
- * BE may emit either `null` or `""` to signal "no owner picked"; both
- * collapse to `undefined` so downstream resolvers don't try to look up
- * a user with an empty id.
- */
-const normalizeOwnerId = (ownerId) => ownerId != null && ownerId !== '' ? ownerId : undefined;
-const KIND_RANK = {
-    vendor: 0,
-    category: 1,
-    department: 2,
-};
-const toCardKind = (cardType) => {
-    if (cardType === 'department') {
-        return 'class';
-    }
-    if (cardType === 'category') {
-        return 'category';
-    }
-    return 'vendor';
-};
-/**
- * Stamp each suggested card with a stable unique id derived from its
- * `card_name_id`. If two cards in the same payload share the same
- * `card_name_id` (which happens in the current sample payload where
- * `card_name_id` is the literal `"vendor_uuid"`), fall back to a
- * synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
- * stays unique.
- */
-const withSynthesizedIds = (cards) => {
-    const seen = new Set();
-    return cards.map((card, index) => {
-        const preferred = card.card_name_id;
-        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
-            seen.add(preferred);
-            return { card, uniqueId: preferred };
-        }
-        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
-        seen.add(synthesized);
-        return { card, uniqueId: synthesized };
-    });
-};
-const toCardPolicyDraftPolicy = (payload, index) => ({
-    id: `draft-${index}`,
-    name: payload.name,
-    description: payload.description ?? '',
-    mode: payload.mode,
-    allowedEntity: {
-        categoryCodes: payload.allowed_entity?.category_codes ?? [],
-        merchantNames: payload.allowed_entity?.merchant_names ?? [],
-    },
-    blockedEntity: {
-        categoryCodes: payload.blocked_entity?.category_codes ?? [],
-        merchantNames: payload.blocked_entity?.merchant_names ?? [],
-    },
-    applyToCards: payload.apply_to_cards ?? [],
-    requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
-    spendLimits: {
-        transaction: payload.spend_limits?.transaction ?? 0,
-    },
-});
-const toCardPolicyStep5Review = (payload) => ({
-    draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
-    groupingSource: payload.grouping_source ?? 'none',
-    prompt: payload.prompt ?? '',
-});
-const toCardPolicyWizardPlan = (payload) => ({
-    step5Review: toCardPolicyStep5Review(payload.step_5_review),
-});
-const toCardPolicyUploadSource = (payload) => ({
-    confidenceScore: payload.confidence_score,
-    fileName: payload.file_name,
-    lowConfidenceFields: payload.low_confidence_fields ?? [],
-});
-const toCardPolicyInitialData = (payload) => {
-    if (payload.mode === 'upload') {
-        return {
-            policyKind: 'upload',
-            wizardPlan: payload.wizard_plan != null
-                ? toCardPolicyWizardPlan(payload.wizard_plan)
-                : undefined,
-            source: payload.source != null
-                ? toCardPolicyUploadSource(payload.source)
-                : undefined,
-        };
-    }
-    return {
-        policyKind: payload.mode,
-        wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
-    };
-};
 const toAiCfoVisualizationData = (data) => {
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
@@ -666,119 +458,9 @@ const aiCfo = (0, toolkit_1.createSlice)({
                 session.questionAnswers.push(qa);
             }
         },
-        /**
-         * Patch the `card_policy` interactive-form payload for a specific
-         * answer in a chat session to merge in the wizard plan + upload
-         * source metadata returned by
-         * `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
-         *
-         * Dispatched by the recommendation epic after a successful response;
-         * the wizard re-renders Steps 2 + 3 of the upload variant once the
-         * payload becomes a populated `CardPolicyInitialData` with
-         * `policyKind: "upload"` + `wizardPlan` + `source`.
-         *
-         * No-op when the target answer / chat session / form payload is
-         * missing or isn't an upload-mode card-policy interactive form —
-         * the bridge epic is best-effort and silently drops in edge cases
-         * (e.g. the user closed the chat before recommendation returned).
-         */
-        updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
-            const { answerId, chatSessionId, source, wizardPlan } = action.payload;
-            const session = draft.aiCfoByChatSessionId[chatSessionId];
-            if (session == null) {
-                return;
-            }
-            const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
-            if (qa == null) {
-                return;
-            }
-            for (const response of Object.values(qa.responses)) {
-                const visualization = response?.content.visualization;
-                if (visualization == null ||
-                    visualization.type !== 'interactive_form') {
-                    continue;
-                }
-                const data = visualization.data;
-                if (data.formType !== 'card_policy' ||
-                    data.payload.policyKind !== 'upload') {
-                    continue;
-                }
-                data.payload = {
-                    ...data.payload,
-                    wizardPlan,
-                    source: source ?? data.payload.source,
-                };
-            }
-        },
-        /**
-         * Append a client-synthesized answer bubble to a chat session. Used by
-         * the AI CFO cards/policy create flow to render a "Creating…" placeholder
-         * in the drawer while the underlying mutation runs.
-         *
-         * The caller is responsible for generating a stable `id` (so the same
-         * bubble can later be updated in place via `updateSyntheticAiCfoAnswer`
-         * once the mutation completes) and a `createdAt` timestamp so the
-         * renderer can interleave synthetic bubbles with streamed Q&A pairs in
-         * chronological order.
-         */
-        appendSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id, kind, createdAt, entityIds, sourceQuestionAnswerId, } = action.payload;
-            if (draft.syntheticAnswersByChatSessionId[chatSessionId] == null) {
-                draft.syntheticAnswersByChatSessionId[chatSessionId] = [];
-            }
-            draft.syntheticAnswersByChatSessionId[chatSessionId].push({
-                id,
-                kind,
-                entityIds: entityIds ?? [],
-                createdAt,
-                sourceQuestionAnswerId,
-            });
-        },
-        /**
-         * Update an existing synthetic answer bubble in place. Typically called
-         * when the create mutation completes: the screen transitions the bubble
-         * from `creating_*` to `created_*` and populates `entityIds` with the
-         * newly created cards / policy templates.
-         *
-         * No-op when the target bubble is missing (e.g. the session was cleared
-         * before the mutation returned).
-         */
-        updateSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id, kind, entityIds } = action.payload;
-            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (list == null) {
-                return;
-            }
-            const entry = list.find((item) => item.id === id);
-            if (entry == null) {
-                return;
-            }
-            entry.kind = kind;
-            if (entityIds != null) {
-                entry.entityIds = entityIds;
-            }
-        },
-        /**
-         * Remove a single synthetic answer bubble (e.g. when the user manually
-         * dismisses it or the mutation errors out and we want to fall back to
-         * an inline error snackbar).
-         */
-        removeSyntheticAiCfoAnswer(draft, action) {
-            const { chatSessionId, id } = action.payload;
-            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (list == null) {
-                return;
-            }
-            draft.syntheticAnswersByChatSessionId[chatSessionId] = list.filter((item) => item.id !== id);
-        },
-        /** Clear every synthetic bubble for a session. */
-        clearSyntheticAiCfoAnswers(draft, action) {
-            delete draft.syntheticAnswersByChatSessionId[action.payload];
-        },
         clearSession(draft, action) {
             const sessionId = action.payload;
             delete draft.aiCfoByChatSessionId[sessionId];
-            delete draft.syntheticAnswersByChatSessionId[sessionId];
             // Clear partial Q&A if it belongs to the cleared session
             if (draft.partialQuestionAnswers?.[sessionId] != null) {
                 draft.partialQuestionAnswers[sessionId] = undefined;
@@ -787,7 +469,6 @@ const aiCfo = (0, toolkit_1.createSlice)({
         clearAiCfo(draft) {
             draft.aiCfoByChatSessionId = {};
             draft.partialQuestionAnswers = {};
-            draft.syntheticAnswersByChatSessionId = {};
         },
         deleteQuestion(draft, action) {
             const { chatSessionId, questionAnswerId } = action.payload;
@@ -800,15 +481,6 @@ const aiCfo = (0, toolkit_1.createSlice)({
             if (idx !== -1) {
                 session.questionAnswers.splice(idx, 1);
             }
-            // Also drop any synthetic bubbles whose `sourceQuestionAnswerId`
-            // referenced the just-deleted Q/A. Without this, the chat would
-            // keep rendering "Creating…" / "Created" tiles tied to a Q/A that
-            // no longer exists (via `getSyntheticAiCfoAnswerByQuestionAnswerId`).
-            const syntheticAnswers = draft.syntheticAnswersByChatSessionId[chatSessionId];
-            if (syntheticAnswers != null) {
-                draft.syntheticAnswersByChatSessionId[chatSessionId] =
-                    syntheticAnswers.filter((answer) => answer.sourceQuestionAnswerId !== questionAnswerId);
-            }
         },
     },
 });
@@ -821,5 +493,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: (0, zeniDayJS_1.date)(created_at),
     };
 };
-_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion, exports.updateAiCfoAnswerCardPolicyWizardPlan = _a.updateAiCfoAnswerCardPolicyWizardPlan, exports.appendSyntheticAiCfoAnswer = _a.appendSyntheticAiCfoAnswer, exports.updateSyntheticAiCfoAnswer = _a.updateSyntheticAiCfoAnswer, exports.removeSyntheticAiCfoAnswer = _a.removeSyntheticAiCfoAnswer, exports.clearSyntheticAiCfoAnswers = _a.clearSyntheticAiCfoAnswers;
+_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion;
 exports.default = aiCfo.reducer;

package/lib/entity/aiCfo/aiCfoSelector.d.ts

@@ -1,25 +1,13 @@
 import { ID } from '../../commonStateTypes/common';
-import { AiCfoQuestionWithAnswer, AiCfoState, ChatSession, SyntheticAiCfoAnswer } from './aiCfoState';
+import { AiCfoQuestionWithAnswer, AiCfoState, ChatSession } from './aiCfoState';
 export declare function getAllQuestionAnswersForChatSession(state: AiCfoState, chatSessionId: ID): AiCfoQuestionWithAnswer[];
 export declare function getQuestionAnswerByIdForChatSession(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): AiCfoQuestionWithAnswer | undefined;
 export declare function getAllQuestionsForChatSession(state: AiCfoState, chatSessionId: ID): string[];
 export interface AiCfoSelectorView {
     allSessionsWithOrderedQuestionAnswers: ChatSessionWithOrderedQuestionAnswers[];
-    syntheticAnswersByChatSessionId: Record<ID, SyntheticAiCfoAnswer[]>;
 }
 export interface ChatSessionWithOrderedQuestionAnswers {
     chatSession: ChatSession;
     questionAnswers: AiCfoQuestionWithAnswer[];
 }
 export declare function getAiCfoSelectorView(state: AiCfoState): AiCfoSelectorView;
-export declare function getSyntheticAiCfoAnswersForChatSession(state: AiCfoState, chatSessionId: ID): SyntheticAiCfoAnswer[];
-/**
- * Look up the synthetic answer bubble (if any) whose source AI CFO Q/A
- * is `questionAnswerId`. Used by the in-place renderer to swap a Q/A's
- * answer bubble with the "Creating…" / "Created" tile.
- *
- * Returns `undefined` when no synthetic bubble has been dispatched for
- * the answer yet (i.e. the user hasn't submitted the interactive form),
- * or when the chat session has no synthetic entries at all.
- */
-export declare function getSyntheticAiCfoAnswerByQuestionAnswerId(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): SyntheticAiCfoAnswer | undefined;