@zeniai/client-epic-state 5.0.83 → 5.0.84-beta0ND
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/common/aiCfo/aiCfoSuggestedQuestionsPageContext.d.ts +1 -1
- package/lib/commonStateTypes/animations.d.ts +1 -1
- package/lib/commonStateTypes/animations.js +1 -0
- package/lib/entity/aiCfo/aiCfoPayload.d.ts +1 -140
- package/lib/entity/aiCfo/aiCfoReducer.d.ts +2 -23
- package/lib/entity/aiCfo/aiCfoReducer.js +4 -332
- package/lib/entity/aiCfo/aiCfoSelector.d.ts +1 -13
- package/lib/entity/aiCfo/aiCfoSelector.js +1 -28
- package/lib/entity/aiCfo/aiCfoState.d.ts +4 -225
- package/lib/entity/aiCfo/aiCfoState.js +1 -30
- package/lib/entity/company/companyPayload.d.ts +2 -0
- package/lib/entity/company/companyPayload.js +2 -0
- package/lib/entity/company/companyStateTypes.d.ts +2 -0
- package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
- package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +1 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.js +4 -0
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +1 -3
- package/lib/entity/tenant/clearAllEpic.d.ts +2 -6
- package/lib/entity/tenant/clearAllEpic.js +0 -8
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +21 -0
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +54 -0
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/tenantPayload.d.ts +19 -0
- package/lib/entity/tenant/tenantReducer.d.ts +49 -28
- package/lib/entity/tenant/tenantReducer.js +111 -5
- package/lib/entity/tenant/tenantState.d.ts +21 -0
- package/lib/epic.d.ts +6 -11
- package/lib/epic.js +7 -11
- package/lib/esm/commonStateTypes/animations.js +1 -0
- package/lib/esm/entity/aiCfo/aiCfoReducer.js +4 -332
- package/lib/esm/entity/aiCfo/aiCfoSelector.js +1 -26
- package/lib/esm/entity/aiCfo/aiCfoState.js +0 -27
- package/lib/esm/entity/company/companyPayload.js +2 -0
- package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +3 -0
- package/lib/esm/entity/snackbar/snackbarTypes.js +1 -3
- package/lib/esm/entity/tenant/clearAllEpic.js +0 -8
- package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +50 -0
- package/lib/esm/entity/tenant/tenantReducer.js +108 -3
- package/lib/esm/epic.js +7 -11
- package/lib/esm/index.js +16 -28
- package/lib/esm/reducer.js +0 -12
- package/lib/esm/view/aiCfoView/aiCfoViewReducer.js +3 -6
- package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -5
- package/lib/esm/view/aiCfoView/epics/createSessionEpic.js +1 -2
- package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
- package/lib/esm/view/companyView/companyViewReducer.js +45 -1
- package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js +25 -0
- package/lib/esm/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.js +79 -0
- package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js +4 -0
- package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +45 -0
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +40 -0
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +168 -50
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +14 -0
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +13 -0
- package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +0 -25
- package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +2 -2
- package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +4 -16
- package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +0 -38
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +49 -0
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +58 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +12 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +205 -0
- package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +71 -52
- package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +2 -0
- package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +28 -0
- package/lib/index.d.ts +19 -28
- package/lib/index.js +36 -136
- package/lib/reducer.d.ts +0 -12
- package/lib/reducer.js +0 -12
- package/lib/view/aiCfoView/aiCfoViewReducer.d.ts +2 -11
- package/lib/view/aiCfoView/aiCfoViewReducer.js +3 -6
- package/lib/view/aiCfoView/epics/createSessionAndSubmitEpic.js +2 -5
- package/lib/view/aiCfoView/epics/createSessionEpic.js +1 -2
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.d.ts +1 -8
- package/lib/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js +2 -12
- package/lib/view/companyView/companyViewReducer.d.ts +11 -1
- package/lib/view/companyView/companyViewReducer.js +47 -3
- package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.d.ts +9 -0
- package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js +29 -0
- package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.d.ts +10 -0
- package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.js +83 -0
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts +1 -0
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.js +4 -0
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +7 -0
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +49 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +9 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +44 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +3 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +41 -4
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +170 -51
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +7 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +21 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +37 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +14 -1
- package/lib/view/people/peopleTypes.d.ts +1 -1
- package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardList.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.d.ts +0 -14
- package/lib/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js +1 -27
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.d.ts +2 -2
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js +1 -1
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.d.ts +1 -5
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js +5 -17
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.d.ts +0 -27
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js +1 -43
- package/lib/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardState.d.ts +0 -2
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +8 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +53 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +8 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +62 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +27 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +15 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +24 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +213 -0
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +24 -2
- package/lib/view/spendManagement/commonSetup/setupViewReducer.js +72 -53
- package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +4 -0
- package/lib/view/spendManagement/commonSetup/setupViewSelector.js +2 -0
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +12 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +125 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +32 -0
- package/lib/view/taskManager/taskListView/taskListReducer.d.ts +1 -1
- package/package.json +1 -1
- package/lib/entity/cardPolicy/cardPolicyPayload.d.ts +0 -277
- package/lib/entity/cardPolicy/cardPolicyPayload.js +0 -143
- package/lib/entity/cardPolicy/cardPolicyReducer.d.ts +0 -19
- package/lib/entity/cardPolicy/cardPolicyReducer.js +0 -265
- package/lib/entity/cardPolicy/cardPolicySelector.d.ts +0 -32
- package/lib/entity/cardPolicy/cardPolicySelector.js +0 -103
- package/lib/entity/cardPolicy/cardPolicyState.d.ts +0 -205
- package/lib/entity/cardPolicy/cardPolicyState.js +0 -14
- package/lib/entity/cardPolicy/extractPolicyDocumentEpic.d.ts +0 -18
- package/lib/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -68
- package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.d.ts +0 -26
- package/lib/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -47
- package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.d.ts +0 -25
- package/lib/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +0 -39
- package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.d.ts +0 -23
- package/lib/entity/cardPolicy/policyRecommendationFromUploadEpic.js +0 -111
- package/lib/esm/entity/cardPolicy/cardPolicyPayload.js +0 -130
- package/lib/esm/entity/cardPolicy/cardPolicyReducer.js +0 -261
- package/lib/esm/entity/cardPolicy/cardPolicySelector.js +0 -79
- package/lib/esm/entity/cardPolicy/cardPolicyState.js +0 -9
- package/lib/esm/entity/cardPolicy/extractPolicyDocumentEpic.js +0 -64
- package/lib/esm/entity/cardPolicy/fetchCardPolicyVendorOptionsEpic.js +0 -43
- package/lib/esm/entity/cardPolicy/policyDocumentExtractionToRecommendationBridgeEpic.js +0 -35
- package/lib/esm/entity/cardPolicy/policyRecommendationFromUploadEpic.js +0 -107
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -70
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -22
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -56
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -49
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -42
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -72
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -21
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -56
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -62
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -39
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -1
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -53
- package/lib/esm/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -25
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.d.ts +0 -14
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js +0 -74
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.d.ts +0 -21
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js +0 -28
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.d.ts +0 -25
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js +0 -60
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.d.ts +0 -18
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js +0 -53
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.d.ts +0 -16
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js +0 -46
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.d.ts +0 -15
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js +0 -76
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.d.ts +0 -21
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector.js +0 -27
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.d.ts +0 -19
- package/lib/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/fetchCardPolicyListEpic.js +0 -60
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.d.ts +0 -13
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer.js +0 -66
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.d.ts +0 -32
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector.js +0 -46
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.d.ts +0 -45
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState.js +0 -2
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.d.ts +0 -25
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyTemplateEpic.js +0 -57
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.d.ts +0 -15
- package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/fetchCardPolicyMccCategoriesEpic.js +0 -29
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"use strict";
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var _a;
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.clearCardPolicy = exports.updatePolicyRecommendationFromUploadFailure = exports.updatePolicyRecommendationFromUploadSuccess = exports.fetchCardPolicyRecommendationFromUpload = exports.clearPolicyDocumentExtraction = exports.updatePolicyDocumentExtractionFailure = exports.updatePolicyDocumentExtractionSuccess = exports.extractPolicyDocument = exports.updateCardPolicyStats = exports.removeCardPolicyTemplate = exports.updateCardPolicyTemplates = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyMccCategories = exports.initialState = void 0;
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const toolkit_1 = require("@reduxjs/toolkit");
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const cardPolicyPayload_1 = require("./cardPolicyPayload");
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/**
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* Defensive predicate for vendor / merchant names that flow into
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* `buildVendorChipId(name)` (in `@zeniai/web-components`). That helper
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* calls `name.trim().toLowerCase()`, so a null / undefined / whitespace-
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* only value would throw at render time, and an empty string would
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* collapse every nameless row into a single colliding `vendor-` chip-id.
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* Used at the redux ingestion boundary for both the vendor-search results
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* and the BE-suggested merchant seed arrays.
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*/
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const isUsableMerchantName = (name) => typeof name === 'string' && name.trim() !== '';
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const initialPolicyDocumentExtractionState = {
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fetchState: 'Not-Started',
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error: undefined,
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extractedRules: undefined,
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uploadedFileName: undefined,
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};
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const initialPolicyRecommendationFromUploadState = {
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fetchState: 'Not-Started',
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answerId: undefined,
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chatSessionId: undefined,
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error: undefined,
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};
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const initialVendorSearchState = {
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fetchState: 'Not-Started',
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searchString: '',
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vendors: [],
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error: undefined,
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};
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exports.initialState = {
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cardPolicyTemplateById: {},
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mccCategories: [],
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mccCategoriesError: undefined,
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mccCategoriesFetchState: 'Not-Started',
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policyDocumentExtraction: initialPolicyDocumentExtractionState,
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policyRecommendationFromUpload: initialPolicyRecommendationFromUploadState,
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suggestedAllowCategories: [],
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suggestedAllowMerchants: [],
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suggestedBlockCategories: [],
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suggestedBlockMerchants: [],
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vendorSearch: initialVendorSearchState,
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cardPolicyStats: undefined,
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const cardPolicy = (0, toolkit_1.createSlice)({
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name: 'cardPolicy',
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initialState: exports.initialState,
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reducers: {
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fetchCardPolicyMccCategories(draft) {
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draft.mccCategoriesFetchState = 'In-Progress';
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draft.mccCategoriesError = undefined;
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},
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updateCardPolicyMccCategories(draft, action) {
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draft.mccCategories = (action.payload.categories ?? []).map(cardPolicyPayload_1.toMccCategory);
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// Persist BE-suggested allow / block seeds alongside the universe.
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// Both flows (manual create page + AI CFO interactive form) read
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// these to pre-populate the chip cloud body before the user edits.
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// Drop empty / nullish merchant names defensively — they feed
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// `buildVendorChipId(name)` (in @zeniai/web-components) which calls
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// path if any entry slipped through as undefined / "".
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draft.suggestedAllowMerchants = (action.payload.suggested_allow_merchants ?? []).filter(isUsableMerchantName);
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draft.suggestedBlockMerchants = (action.payload.suggested_block_merchants ?? []).filter(isUsableMerchantName);
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draft.suggestedAllowCategories = (action.payload.suggested_allow_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
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draft.suggestedBlockCategories = (action.payload.suggested_block_catagories ?? []).map(cardPolicyPayload_1.toMccCategory);
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draft.mccCategoriesFetchState = 'Completed';
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draft.mccCategoriesError = undefined;
|
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},
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73
|
-
updateCardPolicyMccCategoriesFailure(draft, action) {
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draft.mccCategoriesFetchState = 'Error';
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|
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draft.mccCategoriesError = action.payload;
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},
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-
/**
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78
|
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* Store a newly-created (or refreshed) card-policy template keyed by
|
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|
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* `templateId`. Dispatched by the create / list / get epics; consumed
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-
* by both manual and AI-CFO policy flows via `getCardPolicyTemplateById`.
|
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|
-
*/
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82
|
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updateCreatedCardPolicyTemplate(draft, action) {
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const template = (0, cardPolicyPayload_1.toCardPolicyTemplate)(action.payload);
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84
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-
draft.cardPolicyTemplateById[template.templateId] = template;
|
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-
},
|
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86
|
-
/**
|
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87
|
-
* Replace the entity store's `cardPolicyTemplateById` map with the
|
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88
|
-
* full list returned by the templates-list endpoint. Full replace is
|
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89
|
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* intentional — templates that no longer exist on the server should be
|
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90
|
-
* dropped from local state too. The view slice keeps the server-order
|
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|
-
* ID list separately for stable list rendering.
|
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|
-
*/
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93
|
-
updateCardPolicyTemplates(draft, action) {
|
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|
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const byId = {};
|
|
95
|
-
for (const template of action.payload) {
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96
|
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byId[template.templateId] = template;
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}
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|
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draft.cardPolicyTemplateById = byId;
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-
},
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|
-
/**
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101
|
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* Drop a single template from the entity map. Dispatched by the
|
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102
|
-
* archive (DELETE) epic on success; also usable by any future flow
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* that needs to evict a template (e.g. AI-CFO rejection).
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*/
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|
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removeCardPolicyTemplate(draft, action) {
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delete draft.cardPolicyTemplateById[action.payload];
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},
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|
-
/**
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109
|
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* Replace the tenant-wide policy stats. Dispatched alongside
|
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110
|
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* `updateCardPolicyTemplates` from the list epic, but lives on the
|
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|
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* entity slice so any consumer can read it without re-fetching the
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* list.
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|
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*/
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|
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updateCardPolicyStats(draft, action) {
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|
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draft.cardPolicyStats = action.payload;
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-
},
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|
-
/**
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|
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* Kick off the `POST /cards/1.0/policy-documents/extract` request.
|
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*
|
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|
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* Synchronously flips the sub-slice to `In-Progress` and captures the
|
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|
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* first uploaded file's name (used by the manual `CardPolicyCreatePage`
|
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|
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* to render the "Policy.pdf ×" pill once the request completes) so
|
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|
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* downstream callers don't have to keep their own file refs.
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|
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*
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|
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* The accompanying `extractPolicyDocumentEpic` listens for this action,
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|
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* POSTs multipart form-data to the cards micro-service, and dispatches
|
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127
|
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* either `updatePolicyDocumentExtractionSuccess` or
|
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|
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* `updatePolicyDocumentExtractionFailure`.
|
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|
-
*
|
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130
|
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* Designed to be dispatched from both the manual create page and a
|
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|
-
* future AI CFO composer/upload surface — selectors return a single
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|
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* source of truth.
|
|
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|
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*/
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|
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extractPolicyDocument: {
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|
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reducer(draft, action) {
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|
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draft.policyDocumentExtraction.fetchState = 'In-Progress';
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|
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draft.policyDocumentExtraction.error = undefined;
|
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|
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draft.policyDocumentExtraction.extractedRules = undefined;
|
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|
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draft.policyDocumentExtraction.uploadedFileName =
|
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|
-
action.meta.uploadedFileName;
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|
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draft.policyDocumentExtraction.aiCfoAnswerId =
|
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|
-
action.payload.aiCfoAnswerId;
|
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|
-
draft.policyDocumentExtraction.aiCfoChatSessionId =
|
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|
-
action.payload.aiCfoChatSessionId;
|
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145
|
-
// Reset the chained recommendation slice too — without this a
|
|
146
|
-
// second upload in the same AI CFO session can read `Completed` or
|
|
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|
-
// `Error` from the prior chain while extraction is still
|
|
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|
-
// `In-Progress`, leaving lifecycle UI/gating wrong until the new
|
|
149
|
-
// chain finishes. The two sub-slices model the upload lifecycle
|
|
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|
-
// together (see `clearPolicyDocumentExtraction` below).
|
|
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|
-
draft.policyRecommendationFromUpload = {
|
|
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|
-
...initialPolicyRecommendationFromUploadState,
|
|
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|
-
};
|
|
154
|
-
},
|
|
155
|
-
prepare(files, aiCfoAnswerId, aiCfoChatSessionId) {
|
|
156
|
-
return {
|
|
157
|
-
payload: { files, aiCfoAnswerId, aiCfoChatSessionId },
|
|
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|
-
meta: { uploadedFileName: files[0]?.name },
|
|
159
|
-
};
|
|
160
|
-
},
|
|
161
|
-
},
|
|
162
|
-
updatePolicyDocumentExtractionSuccess(draft, action) {
|
|
163
|
-
draft.policyDocumentExtraction.fetchState = 'Completed';
|
|
164
|
-
draft.policyDocumentExtraction.error = undefined;
|
|
165
|
-
draft.policyDocumentExtraction.extractedRules =
|
|
166
|
-
(0, cardPolicyPayload_1.toExtractedCardPolicyRules)(action.payload);
|
|
167
|
-
},
|
|
168
|
-
updatePolicyDocumentExtractionFailure(draft, action) {
|
|
169
|
-
draft.policyDocumentExtraction.fetchState = 'Error';
|
|
170
|
-
draft.policyDocumentExtraction.error = action.payload;
|
|
171
|
-
draft.policyDocumentExtraction.extractedRules = undefined;
|
|
172
|
-
},
|
|
173
|
-
clearPolicyDocumentExtraction(draft) {
|
|
174
|
-
draft.policyDocumentExtraction = {
|
|
175
|
-
...initialPolicyDocumentExtractionState,
|
|
176
|
-
};
|
|
177
|
-
// Clear the chained recommendation slice too — the two together
|
|
178
|
-
// model the upload lifecycle and either both reset (× pill,
|
|
179
|
-
// unmount) or both advance (drop file → extract → recommend).
|
|
180
|
-
draft.policyRecommendationFromUpload = {
|
|
181
|
-
...initialPolicyRecommendationFromUploadState,
|
|
182
|
-
};
|
|
183
|
-
},
|
|
184
|
-
/**
|
|
185
|
-
* Kick off `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
|
|
186
|
-
*
|
|
187
|
-
* Chained after `extractPolicyDocument` succeeds in the AI CFO
|
|
188
|
-
* `upload`-mode flow. The accompanying epic forwards the
|
|
189
|
-
* just-returned `extracted_rules` to the BE and dispatches success /
|
|
190
|
-
* failure into this slice; on success, a sibling action
|
|
191
|
-
* (`updateAiCfoAnswerCardPolicyWizardPlan` on the aiCfo slice) is
|
|
192
|
-
* dispatched by the epic to merge the returned `wizard_plan` + `source`
|
|
193
|
-
* into the in-flight AI CFO answer's `CardPolicyInitialData`.
|
|
194
|
-
*
|
|
195
|
-
* `answerId` + `chatSessionId` identify which AI CFO answer should
|
|
196
|
-
* receive the patch. Both are required so the wizard reads a single
|
|
197
|
-
* source of truth for its lifecycle pill (`fetchState`) and the
|
|
198
|
-
* bridge epic can correlate against the originating answer.
|
|
199
|
-
*/
|
|
200
|
-
fetchCardPolicyRecommendationFromUpload: {
|
|
201
|
-
reducer(draft, action) {
|
|
202
|
-
draft.policyRecommendationFromUpload.fetchState = 'In-Progress';
|
|
203
|
-
draft.policyRecommendationFromUpload.answerId = action.payload.answerId;
|
|
204
|
-
draft.policyRecommendationFromUpload.chatSessionId =
|
|
205
|
-
action.payload.chatSessionId;
|
|
206
|
-
draft.policyRecommendationFromUpload.error = undefined;
|
|
207
|
-
},
|
|
208
|
-
prepare(answerId, chatSessionId, extractedRules) {
|
|
209
|
-
return { payload: { answerId, chatSessionId, extractedRules } };
|
|
210
|
-
},
|
|
211
|
-
},
|
|
212
|
-
updatePolicyRecommendationFromUploadSuccess(draft) {
|
|
213
|
-
draft.policyRecommendationFromUpload.fetchState = 'Completed';
|
|
214
|
-
draft.policyRecommendationFromUpload.error = undefined;
|
|
215
|
-
},
|
|
216
|
-
updatePolicyRecommendationFromUploadFailure(draft, action) {
|
|
217
|
-
draft.policyRecommendationFromUpload.fetchState = 'Error';
|
|
218
|
-
draft.policyRecommendationFromUpload.error = action.payload;
|
|
219
|
-
},
|
|
220
|
-
/**
|
|
221
|
-
* Kick off `GET /accounting/1.0/vendors` (card-policy mode). When
|
|
222
|
-
* `searchString` is empty the BE returns the top vendors sorted by
|
|
223
|
-
* year-to-date spend; with a non-empty value it filters server-side.
|
|
224
|
-
*
|
|
225
|
-
* The accompanying `fetchCardPolicyVendorOptionsEpic` listens for
|
|
226
|
-
* this action, builds the `query` JSON (matching `fetchVendorsList`'s
|
|
227
|
-
* `view: "vendor_list"` shape) and dispatches success / failure.
|
|
228
|
-
*
|
|
229
|
-
* Designed to be dispatched from both the manual `CardPolicyCreate /
|
|
230
|
-
* EditScreen` (on mount + on every chip-picker keystroke, debounced)
|
|
231
|
-
* and the AI CFO interactive form's vendor step.
|
|
232
|
-
*/
|
|
233
|
-
fetchCardPolicyVendorOptions: {
|
|
234
|
-
reducer(draft, action) {
|
|
235
|
-
draft.vendorSearch.fetchState = 'In-Progress';
|
|
236
|
-
draft.vendorSearch.searchString = action.payload.searchString;
|
|
237
|
-
draft.vendorSearch.error = undefined;
|
|
238
|
-
},
|
|
239
|
-
prepare(searchString) {
|
|
240
|
-
return { payload: { searchString: searchString ?? '' } };
|
|
241
|
-
},
|
|
242
|
-
},
|
|
243
|
-
updateCardPolicyVendorOptions(draft, action) {
|
|
244
|
-
// Drop rows with no usable name. The chip-picker keys vendors by
|
|
245
|
-
// `buildVendorChipId(name)` (in @zeniai/web-components), which calls
|
|
246
|
-
// `name.trim().toLowerCase()`. A null / undefined / whitespace-only
|
|
247
|
-
// name would either throw at render time or collapse every nameless
|
|
248
|
-
// row into a single colliding `vendor-` chip-id.
|
|
249
|
-
draft.vendorSearch.vendors = (action.payload.vendors ?? [])
|
|
250
|
-
.map(cardPolicyPayload_1.toCardPolicyVendorSearchOption)
|
|
251
|
-
.filter((vendor) => isUsableMerchantName(vendor.name));
|
|
252
|
-
draft.vendorSearch.fetchState = 'Completed';
|
|
253
|
-
draft.vendorSearch.error = undefined;
|
|
254
|
-
},
|
|
255
|
-
updateCardPolicyVendorOptionsFailure(draft, action) {
|
|
256
|
-
draft.vendorSearch.fetchState = 'Error';
|
|
257
|
-
draft.vendorSearch.error = action.payload;
|
|
258
|
-
},
|
|
259
|
-
clearCardPolicy(draft) {
|
|
260
|
-
Object.assign(draft, exports.initialState);
|
|
261
|
-
},
|
|
262
|
-
},
|
|
263
|
-
});
|
|
264
|
-
_a = cardPolicy.actions, exports.fetchCardPolicyMccCategories = _a.fetchCardPolicyMccCategories, exports.fetchCardPolicyVendorOptions = _a.fetchCardPolicyVendorOptions, exports.updateCardPolicyMccCategories = _a.updateCardPolicyMccCategories, exports.updateCardPolicyMccCategoriesFailure = _a.updateCardPolicyMccCategoriesFailure, exports.updateCardPolicyVendorOptions = _a.updateCardPolicyVendorOptions, exports.updateCardPolicyVendorOptionsFailure = _a.updateCardPolicyVendorOptionsFailure, exports.updateCreatedCardPolicyTemplate = _a.updateCreatedCardPolicyTemplate, exports.updateCardPolicyTemplates = _a.updateCardPolicyTemplates, exports.removeCardPolicyTemplate = _a.removeCardPolicyTemplate, exports.updateCardPolicyStats = _a.updateCardPolicyStats, exports.extractPolicyDocument = _a.extractPolicyDocument, exports.updatePolicyDocumentExtractionSuccess = _a.updatePolicyDocumentExtractionSuccess, exports.updatePolicyDocumentExtractionFailure = _a.updatePolicyDocumentExtractionFailure, exports.clearPolicyDocumentExtraction = _a.clearPolicyDocumentExtraction, exports.fetchCardPolicyRecommendationFromUpload = _a.fetchCardPolicyRecommendationFromUpload, exports.updatePolicyRecommendationFromUploadSuccess = _a.updatePolicyRecommendationFromUploadSuccess, exports.updatePolicyRecommendationFromUploadFailure = _a.updatePolicyRecommendationFromUploadFailure, exports.clearCardPolicy = _a.clearCardPolicy;
|
|
265
|
-
exports.default = cardPolicy.reducer;
|
|
@@ -1,32 +0,0 @@
|
|
|
1
|
-
import { FetchState, ID } from '../../commonStateTypes/common';
|
|
2
|
-
import { ZeniAPIStatus } from '../../responsePayload';
|
|
3
|
-
import { CardPolicyState, CardPolicyStats, CardPolicyTemplate, CardPolicyVendorSearchEntry, ExtractedCardPolicyRules, MccCategory } from './cardPolicyState';
|
|
4
|
-
export declare function getCardPolicyMccCategories(state: CardPolicyState): MccCategory[];
|
|
5
|
-
export declare function getCardPolicyMccCategoriesFetchState(state: CardPolicyState): FetchState;
|
|
6
|
-
export declare function getCardPolicyMccCategoriesError(state: CardPolicyState): ZeniAPIStatus | undefined;
|
|
7
|
-
export declare function getCardPolicyTemplateById(state: CardPolicyState, templateId: ID): CardPolicyTemplate | undefined;
|
|
8
|
-
export declare function getAllCardPolicyTemplates(state: CardPolicyState): CardPolicyTemplate[];
|
|
9
|
-
/**
|
|
10
|
-
* Resolve an ordered list of `templateId`s against the entity store and
|
|
11
|
-
* return the corresponding `CardPolicyTemplate[]` in the same order.
|
|
12
|
-
* Missing IDs (e.g. stale local state during a refetch) are silently
|
|
13
|
-
* dropped. Pair with `getCardPolicyTemplateIds` from the view slice to
|
|
14
|
-
* render the Policy List page in server order.
|
|
15
|
-
*/
|
|
16
|
-
export declare function getCardPolicyTemplatesByIds(state: CardPolicyState, templateIds: ID[]): CardPolicyTemplate[];
|
|
17
|
-
export declare function getCardPolicyStats(state: CardPolicyState): CardPolicyStats | undefined;
|
|
18
|
-
export declare function getPolicyDocumentExtractionFetchState(state: CardPolicyState): FetchState;
|
|
19
|
-
export declare function getPolicyDocumentExtractionError(state: CardPolicyState): ZeniAPIStatus | undefined;
|
|
20
|
-
export declare function getExtractedCardPolicyRules(state: CardPolicyState): ExtractedCardPolicyRules | undefined;
|
|
21
|
-
export declare function getUploadedPolicyDocumentFileName(state: CardPolicyState): string | undefined;
|
|
22
|
-
export declare function getPolicyRecommendationFromUploadFetchState(state: CardPolicyState): FetchState;
|
|
23
|
-
export declare function getPolicyRecommendationFromUploadError(state: CardPolicyState): ZeniAPIStatus | undefined;
|
|
24
|
-
export declare function getPolicyRecommendationFromUploadAnswerId(state: CardPolicyState): ID | undefined;
|
|
25
|
-
export declare function getPolicyRecommendationFromUploadChatSessionId(state: CardPolicyState): ID | undefined;
|
|
26
|
-
export declare function getCardPolicySuggestedAllowMerchants(state: CardPolicyState): string[];
|
|
27
|
-
export declare function getCardPolicySuggestedBlockMerchants(state: CardPolicyState): string[];
|
|
28
|
-
export declare function getCardPolicySuggestedAllowCategories(state: CardPolicyState): MccCategory[];
|
|
29
|
-
export declare function getCardPolicySuggestedBlockCategories(state: CardPolicyState): MccCategory[];
|
|
30
|
-
export declare function getCardPolicyVendorSearchOptions(state: CardPolicyState): CardPolicyVendorSearchEntry[];
|
|
31
|
-
export declare function getCardPolicyVendorSearchFetchState(state: CardPolicyState): FetchState;
|
|
32
|
-
export declare function getCardPolicyVendorSearchString(state: CardPolicyState): string;
|
|
@@ -1,103 +0,0 @@
|
|
|
1
|
-
"use strict";
|
|
2
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.getCardPolicyMccCategories = getCardPolicyMccCategories;
|
|
4
|
-
exports.getCardPolicyMccCategoriesFetchState = getCardPolicyMccCategoriesFetchState;
|
|
5
|
-
exports.getCardPolicyMccCategoriesError = getCardPolicyMccCategoriesError;
|
|
6
|
-
exports.getCardPolicyTemplateById = getCardPolicyTemplateById;
|
|
7
|
-
exports.getAllCardPolicyTemplates = getAllCardPolicyTemplates;
|
|
8
|
-
exports.getCardPolicyTemplatesByIds = getCardPolicyTemplatesByIds;
|
|
9
|
-
exports.getCardPolicyStats = getCardPolicyStats;
|
|
10
|
-
exports.getPolicyDocumentExtractionFetchState = getPolicyDocumentExtractionFetchState;
|
|
11
|
-
exports.getPolicyDocumentExtractionError = getPolicyDocumentExtractionError;
|
|
12
|
-
exports.getExtractedCardPolicyRules = getExtractedCardPolicyRules;
|
|
13
|
-
exports.getUploadedPolicyDocumentFileName = getUploadedPolicyDocumentFileName;
|
|
14
|
-
exports.getPolicyRecommendationFromUploadFetchState = getPolicyRecommendationFromUploadFetchState;
|
|
15
|
-
exports.getPolicyRecommendationFromUploadError = getPolicyRecommendationFromUploadError;
|
|
16
|
-
exports.getPolicyRecommendationFromUploadAnswerId = getPolicyRecommendationFromUploadAnswerId;
|
|
17
|
-
exports.getPolicyRecommendationFromUploadChatSessionId = getPolicyRecommendationFromUploadChatSessionId;
|
|
18
|
-
exports.getCardPolicySuggestedAllowMerchants = getCardPolicySuggestedAllowMerchants;
|
|
19
|
-
exports.getCardPolicySuggestedBlockMerchants = getCardPolicySuggestedBlockMerchants;
|
|
20
|
-
exports.getCardPolicySuggestedAllowCategories = getCardPolicySuggestedAllowCategories;
|
|
21
|
-
exports.getCardPolicySuggestedBlockCategories = getCardPolicySuggestedBlockCategories;
|
|
22
|
-
exports.getCardPolicyVendorSearchOptions = getCardPolicyVendorSearchOptions;
|
|
23
|
-
exports.getCardPolicyVendorSearchFetchState = getCardPolicyVendorSearchFetchState;
|
|
24
|
-
exports.getCardPolicyVendorSearchString = getCardPolicyVendorSearchString;
|
|
25
|
-
function getCardPolicyMccCategories(state) {
|
|
26
|
-
return state.mccCategories;
|
|
27
|
-
}
|
|
28
|
-
function getCardPolicyMccCategoriesFetchState(state) {
|
|
29
|
-
return state.mccCategoriesFetchState;
|
|
30
|
-
}
|
|
31
|
-
function getCardPolicyMccCategoriesError(state) {
|
|
32
|
-
return state.mccCategoriesError;
|
|
33
|
-
}
|
|
34
|
-
function getCardPolicyTemplateById(state, templateId) {
|
|
35
|
-
return state.cardPolicyTemplateById[templateId];
|
|
36
|
-
}
|
|
37
|
-
function getAllCardPolicyTemplates(state) {
|
|
38
|
-
return Object.values(state.cardPolicyTemplateById);
|
|
39
|
-
}
|
|
40
|
-
/**
|
|
41
|
-
* Resolve an ordered list of `templateId`s against the entity store and
|
|
42
|
-
* return the corresponding `CardPolicyTemplate[]` in the same order.
|
|
43
|
-
* Missing IDs (e.g. stale local state during a refetch) are silently
|
|
44
|
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function getCardPolicyTemplatesByIds(state, templateIds) {
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function getCardPolicyStats(state) {
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}
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// ── Policy document extraction ───────────────────────────────────────
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function getPolicyDocumentExtractionFetchState(state) {
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function getPolicyDocumentExtractionError(state) {
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function getExtractedCardPolicyRules(state) {
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}
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function getUploadedPolicyDocumentFileName(state) {
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return state.policyDocumentExtraction.uploadedFileName;
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}
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// ── Policy recommendation from upload (AI CFO upload mode) ───────────
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function getPolicyRecommendationFromUploadFetchState(state) {
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}
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function getPolicyRecommendationFromUploadError(state) {
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}
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function getPolicyRecommendationFromUploadAnswerId(state) {
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}
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function getPolicyRecommendationFromUploadChatSessionId(state) {
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return state.policyRecommendationFromUpload.chatSessionId;
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}
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// ── Suggested allow / block seeds (shipped alongside MCC categories) ─
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function getCardPolicySuggestedAllowMerchants(state) {
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}
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function getCardPolicySuggestedBlockMerchants(state) {
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}
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function getCardPolicySuggestedAllowCategories(state) {
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}
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function getCardPolicySuggestedBlockCategories(state) {
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}
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// ── Vendor search dropdown ───────────────────────────────────────────
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function getCardPolicyVendorSearchOptions(state) {
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}
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function getCardPolicyVendorSearchFetchState(state) {
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}
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function getCardPolicyVendorSearchString(state) {
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}
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@@ -1,205 +0,0 @@
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import { FetchState, ID } from '../../commonStateTypes/common';
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import { ZeniAPIStatus } from '../../responsePayload';
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import { ZeniDate } from '../../zeniDayJS';
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/**
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* A category grouping merchant category codes (MCCs) used while configuring
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* card policies (e.g. "Apparel", "AC Refrigeration Repair"). The same data
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* is consumed by both the manual policy-creation flow and the AI-CFO-driven
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* flow.
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*/
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export interface MccCategory {
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count: number;
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mccCodes: string[];
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name: string;
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}
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export declare const ALL_CARD_POLICY_TEMPLATE_MODES: readonly ["strict", "flexible"];
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export declare const toCardPolicyTemplateMode: (v: string) => "strict" | "flexible";
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export type CardPolicyTemplateMode = ReturnType<typeof toCardPolicyTemplateMode>;
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export declare const ALL_CARD_POLICY_TEMPLATE_STATUSES: readonly ["active", "inactive", "archived"];
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export declare const toCardPolicyTemplateStatus: (v: string) => "active" | "inactive" | "archived";
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export type CardPolicyTemplateStatus = ReturnType<typeof toCardPolicyTemplateStatus>;
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/**
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* Allow- / block-list pair scoped to a card-policy template. Empty arrays
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* mean "no restrictions on this dimension".
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*/
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export interface CardPolicyTemplateEntityList {
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categoryCodes: string[];
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merchantNames: string[];
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}
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/**
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* Spend-limit caps configured per template. Only `transaction` is modeled
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* today; additional cadences (e.g. daily, monthly) will be added if/when
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* the backend exposes them.
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*
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* `transaction` is `number | null`: `null` means the row's toggle is off
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* (no limit configured), `0` means the user explicitly entered zero with
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* the toggle on, and any positive value is the configured per-transaction
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* cap.
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*/
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export interface CardPolicyTemplateSpendLimits {
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transaction: number | null;
|
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|
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}
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/**
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* Mapped (camelCase) representation of a card-policy template returned by
|
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* the cards micro-service. Stored on the entity slice keyed by
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|
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* `templateId` so both the manual policy-creation UI and the AI-CFO flow
|
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|
-
* can read it.
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-
*/
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|
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export interface CardPolicyTemplate {
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allowedEntity: CardPolicyTemplateEntityList;
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|
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appliedCards: ID[];
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blockedEntity: CardPolicyTemplateEntityList;
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cardsCount: number;
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categoryRestrictions: unknown[];
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createdAt: ZeniDate;
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createdBy: ID;
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description: string;
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mode: CardPolicyTemplateMode;
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name: string;
|
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/**
|
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|
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* Receipt-required threshold in dollars. `null` means the toggle is off
|
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|
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* (no receipt requirement); `0` means the user explicitly entered zero
|
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|
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* with the toggle on; any positive value is the configured threshold.
|
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|
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*/
|
|
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|
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requiredReceiptThreshold: number | null;
|
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65
|
-
spendLimits: CardPolicyTemplateSpendLimits;
|
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|
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status: CardPolicyTemplateStatus;
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|
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templateId: ID;
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|
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tenantId: ID;
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|
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updatedAt: ZeniDate;
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|
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|
-
}
|
|
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|
-
/**
|
|
72
|
-
* Aggregate counters returned by the list endpoint and reused across
|
|
73
|
-
* any surface that wants to display tenant-wide policy stats without
|
|
74
|
-
* triggering an extra fetch.
|
|
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|
-
*/
|
|
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|
-
export interface CardPolicyStats {
|
|
77
|
-
activePolicies: number;
|
|
78
|
-
totalCards: number;
|
|
79
|
-
totalTemplates: number;
|
|
80
|
-
}
|
|
81
|
-
/**
|
|
82
|
-
* FE-side (camelCase) mirror of the wire payload
|
|
83
|
-
* `ExtractedCardPolicyRulesPayload`. Field names align slice-wise with
|
|
84
|
-
* `CardPolicyTemplate` (`allowedEntity`, `blockedEntity`,
|
|
85
|
-
* `requiredReceiptThreshold`) so the pre-fill mapper consumed by both
|
|
86
|
-
* `CardPolicyCreatePage` (manual) and `CardPolicyInteractiveForm`
|
|
87
|
-
* (AI CFO) can read either shape uniformly.
|
|
88
|
-
*/
|
|
89
|
-
export interface ExtractedCardPolicyRules {
|
|
90
|
-
allowedEntity: CardPolicyTemplateEntityList;
|
|
91
|
-
blockedEntity: CardPolicyTemplateEntityList;
|
|
92
|
-
confidenceScore: number;
|
|
93
|
-
policyName: string;
|
|
94
|
-
requiredReceiptThreshold: number;
|
|
95
|
-
transactionLimit: number;
|
|
96
|
-
}
|
|
97
|
-
/**
|
|
98
|
-
* Lifecycle for the `POST /cards/1.0/policy-documents/extract` request.
|
|
99
|
-
* Lives on the entity slice (rather than a view slice) so both the manual
|
|
100
|
-
* `CardPolicyCreatePage` and the AI CFO `CardPolicyInteractiveForm` can
|
|
101
|
-
* read the extracted rules from a single source of truth.
|
|
102
|
-
*
|
|
103
|
-
* `uploadedFileName` is captured at request-kickoff time so the UI can
|
|
104
|
-
* render the "Policy.pdf ×" pill once the request completes without
|
|
105
|
-
* having to keep a separate local copy of the file.
|
|
106
|
-
*/
|
|
107
|
-
export interface PolicyDocumentExtractionState {
|
|
108
|
-
fetchState: FetchState;
|
|
109
|
-
/**
|
|
110
|
-
* AI CFO answer that owns the in-flight upload, when the extraction
|
|
111
|
-
* was kicked off from inside an `upload`-mode `CardPolicyInteractiveForm`.
|
|
112
|
-
* Captured at request-kickoff and read by the bridge epic to chain
|
|
113
|
-
* `fetchCardPolicyRecommendationFromUpload` against the right answer.
|
|
114
|
-
* `undefined` for manual `CardPolicyCreatePage` callers.
|
|
115
|
-
*/
|
|
116
|
-
aiCfoAnswerId?: ID;
|
|
117
|
-
aiCfoChatSessionId?: ID;
|
|
118
|
-
error?: ZeniAPIStatus;
|
|
119
|
-
extractedRules?: ExtractedCardPolicyRules;
|
|
120
|
-
uploadedFileName?: string;
|
|
121
|
-
}
|
|
122
|
-
/**
|
|
123
|
-
* Lifecycle for `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
|
|
124
|
-
* Chained after `extractPolicyDocument` succeeds in the AI CFO `upload`
|
|
125
|
-
* mode — the FE forwards the just-returned `extracted_rules` and the BE
|
|
126
|
-
* synthesizes a wizard plan + upload source metadata.
|
|
127
|
-
*
|
|
128
|
-
* `answerId` captures which AI CFO answer's `card_policy` payload should
|
|
129
|
-
* receive the resulting `wizard_plan` patch (via
|
|
130
|
-
* `updateAiCfoAnswerCardPolicyWizardPlan`). Stored here rather than on
|
|
131
|
-
* the answer slice so the bridge epic can correlate the extract success
|
|
132
|
-
* → recommendation kickoff without re-deriving it from the visualization.
|
|
133
|
-
*/
|
|
134
|
-
export interface PolicyRecommendationFromUploadState {
|
|
135
|
-
fetchState: FetchState;
|
|
136
|
-
answerId?: ID;
|
|
137
|
-
chatSessionId?: ID;
|
|
138
|
-
error?: ZeniAPIStatus;
|
|
139
|
-
}
|
|
140
|
-
/**
|
|
141
|
-
* Lightweight `{vendorId, name}` row stored on the card-policy slice for
|
|
142
|
-
* the chip-picker's vendor search dropdown. Sourced from
|
|
143
|
-
* `/accounting/1.0/vendors` via `fetchCardPolicyVendorOptionsEpic`.
|
|
144
|
-
*
|
|
145
|
-
* Intentionally a subset of the full `Vendor` entity — populating this
|
|
146
|
-
* slice does NOT touch the global `vendor`/`account`/`vendorList`
|
|
147
|
-
* entities, so a card-policy search session never disturbs the user's
|
|
148
|
-
* Vendors-tab list state.
|
|
149
|
-
*/
|
|
150
|
-
export interface CardPolicyVendorSearchEntry {
|
|
151
|
-
name: string;
|
|
152
|
-
vendorId: ID;
|
|
153
|
-
}
|
|
154
|
-
/**
|
|
155
|
-
* Lifecycle for the `GET /accounting/1.0/vendors` (card-policy mode)
|
|
156
|
-
* request. Only one in-flight search at a time; the latest typed search
|
|
157
|
-
* wins (via `switchMap` in the epic). `searchString` is the text that
|
|
158
|
-
* produced `vendors`, useful for stale-result guards in the UI.
|
|
159
|
-
*/
|
|
160
|
-
export interface CardPolicyVendorSearchState {
|
|
161
|
-
fetchState: FetchState;
|
|
162
|
-
searchString: string;
|
|
163
|
-
vendors: CardPolicyVendorSearchEntry[];
|
|
164
|
-
error?: ZeniAPIStatus;
|
|
165
|
-
}
|
|
166
|
-
/**
|
|
167
|
-
* Slice state for card-policy reference data shared across the manual and
|
|
168
|
-
* AI-driven policy-creation flows. Each sub-resource tracks its own
|
|
169
|
-
* `fetchState`/`error` so additional card-policy APIs can be added
|
|
170
|
-
* alongside without coupling.
|
|
171
|
-
*/
|
|
172
|
-
export interface CardPolicyState {
|
|
173
|
-
cardPolicyTemplateById: Record<ID, CardPolicyTemplate>;
|
|
174
|
-
mccCategories: MccCategory[];
|
|
175
|
-
mccCategoriesFetchState: FetchState;
|
|
176
|
-
policyDocumentExtraction: PolicyDocumentExtractionState;
|
|
177
|
-
/**
|
|
178
|
-
* Lifecycle for the AI CFO `upload`-mode follow-up call. Sibling of
|
|
179
|
-
* `policyDocumentExtraction`; the two together describe the full
|
|
180
|
-
* upload chain: drop file → extract → recommend → wizard plan ready.
|
|
181
|
-
*/
|
|
182
|
-
policyRecommendationFromUpload: PolicyRecommendationFromUploadState;
|
|
183
|
-
/**
|
|
184
|
-
* MCC categories suggested by the BE as a default "Allow" seed for the
|
|
185
|
-
* category chip cloud. Empty when the user lands without prior spend
|
|
186
|
-
* history. See `suggested_allow_catagories` on the wire payload.
|
|
187
|
-
*/
|
|
188
|
-
suggestedAllowCategories: MccCategory[];
|
|
189
|
-
/**
|
|
190
|
-
* Merchant names suggested by the BE as a default "Allow" seed for the
|
|
191
|
-
* vendor chip cloud. Empty when the BE has no recommendation. See
|
|
192
|
-
* `suggested_allow_merchants` on the wire payload.
|
|
193
|
-
*/
|
|
194
|
-
suggestedAllowMerchants: string[];
|
|
195
|
-
suggestedBlockCategories: MccCategory[];
|
|
196
|
-
suggestedBlockMerchants: string[];
|
|
197
|
-
/**
|
|
198
|
-
* Server-driven vendor search results powering the chip picker's
|
|
199
|
-
* search dropdown. Distinct from the global vendor entity store so
|
|
200
|
-
* the card-policy flow never disturbs the user's Vendors-tab list.
|
|
201
|
-
*/
|
|
202
|
-
vendorSearch: CardPolicyVendorSearchState;
|
|
203
|
-
cardPolicyStats?: CardPolicyStats;
|
|
204
|
-
mccCategoriesError?: ZeniAPIStatus;
|
|
205
|
-
}
|
|
@@ -1,14 +0,0 @@
|
|
|
1
|
-
"use strict";
|
|
2
|
-
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.toCardPolicyTemplateStatus = exports.ALL_CARD_POLICY_TEMPLATE_STATUSES = exports.toCardPolicyTemplateMode = exports.ALL_CARD_POLICY_TEMPLATE_MODES = void 0;
|
|
4
|
-
const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
|
|
5
|
-
exports.ALL_CARD_POLICY_TEMPLATE_MODES = ['strict', 'flexible'];
|
|
6
|
-
const toCardPolicyTemplateMode = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_CARD_POLICY_TEMPLATE_MODES);
|
|
7
|
-
exports.toCardPolicyTemplateMode = toCardPolicyTemplateMode;
|
|
8
|
-
exports.ALL_CARD_POLICY_TEMPLATE_STATUSES = [
|
|
9
|
-
'active',
|
|
10
|
-
'inactive',
|
|
11
|
-
'archived',
|
|
12
|
-
];
|
|
13
|
-
const toCardPolicyTemplateStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_CARD_POLICY_TEMPLATE_STATUSES);
|
|
14
|
-
exports.toCardPolicyTemplateStatus = toCardPolicyTemplateStatus;
|
|
@@ -1,18 +0,0 @@
|
|
|
1
|
-
import { ActionsObservable, StateObservable } from 'redux-observable';
|
|
2
|
-
import { Observable } from 'rxjs';
|
|
3
|
-
import { RootState } from '../../reducer';
|
|
4
|
-
import { ZeniAPI } from '../../zeniAPI';
|
|
5
|
-
import { clearPolicyDocumentExtraction, extractPolicyDocument, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess } from './cardPolicyReducer';
|
|
6
|
-
export type ActionType = ReturnType<typeof extractPolicyDocument> | ReturnType<typeof updatePolicyDocumentExtractionSuccess> | ReturnType<typeof updatePolicyDocumentExtractionFailure> | ReturnType<typeof clearPolicyDocumentExtraction>;
|
|
7
|
-
/**
|
|
8
|
-
* Listens for `extractPolicyDocument`, POSTs the file(s) as multipart
|
|
9
|
-
* form-data to the cards micro-service's policy-document extract endpoint,
|
|
10
|
-
* and dispatches success / failure into the entity slice.
|
|
11
|
-
*
|
|
12
|
-
* Consumed by:
|
|
13
|
-
* - Manual `CardPolicyCreatePage` (read result via
|
|
14
|
-
* `getExtractedCardPolicyRules` then pre-fill the RHF form via
|
|
15
|
-
* `applyExtractedPolicyRulesToFormValues` from `@zeniai/web-components`).
|
|
16
|
-
* - (Future) AI CFO upload surface — same action + selector contract.
|
|
17
|
-
*/
|
|
18
|
-
export declare const extractPolicyDocumentEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
|