@zeniai/client-epic-state 5.0.83 → 5.0.84-beta24RJ
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/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/jeSchedules/jeSchedulesPayload.d.ts +1 -0
- package/lib/entity/jeSchedules/jeSchedulesPayload.js +7 -0
- package/lib/entity/jeSchedules/jeSchedulesState.d.ts +1 -0
- package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -1
- package/lib/entity/monthEndCloseChecks/monthEndCloseChecksState.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +0 -3
- package/lib/entity/tenant/clearAllEpic.d.ts +2 -6
- package/lib/entity/tenant/clearAllEpic.js +0 -8
- package/lib/epic.d.ts +1 -11
- package/lib/epic.js +1 -11
- 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/jeSchedules/jeSchedulesPayload.js +7 -0
- package/lib/esm/entity/snackbar/snackbarTypes.js +0 -3
- package/lib/esm/entity/tenant/clearAllEpic.js +0 -8
- package/lib/esm/epic.js +1 -11
- package/lib/esm/index.js +7 -22
- 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/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/index.d.ts +7 -20
- package/lib/index.js +10 -125
- 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/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -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/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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import { createSlice } from '@reduxjs/toolkit';
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import { date as zeniDate } from '../../zeniDayJS';
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import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES,
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import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
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export const initialAiCfoState = {
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aiCfoByChatSessionId: {},
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partialQuestionAnswers: {},
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syntheticAnswersByChatSessionId: {},
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};
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// Utility: Merge two arrays of Q&A pairs, combining responses for the same question
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function mergeQuestionAnswerPairs(existing, newQAs) {
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@@ -136,216 +135,9 @@ export const toAiCfoVisualization = (visualization) => {
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if (visualization.type == null || visualization.data == null) {
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return undefined;
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}
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// Reject unknown viz types instead of silently defaulting to `table`.
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// The previous `?? 'table'` fallback funneled any non-strict-union
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// payload into `toAiCfoVisualizationData`, which is the table/chart
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// decoder and dereferences `data.values.map(...)`. Interactive-form
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// payloads (e.g. when the BE ships `type: <new_form_kind>` we don't
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// know about yet) carry no `values`, so that path threw during answer
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// upsert and broke rendering for the whole Q/A. Returning `undefined`
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// matches the existing "missing type / data" guard above — callers
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// already handle a no-visualization answer.
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const normalizedType = toAiCfoVisualizationTypeStrict(visualization.type);
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if (normalizedType == null) {
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return undefined;
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}
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return {
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type: normalizedType,
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data: normalizedType === 'interactive_form'
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? toInteractiveFormVisualization(visualization.data)
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: toAiCfoVisualizationData(visualization.data),
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};
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};
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const toInteractiveFormVisualization = (data) => {
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// When `form_type` is missing / mistyped, fall back to a payload-shape
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// heuristic instead of blindly defaulting to `cards_creation`. A
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// `card_policy` payload always carries `mode: 'auto' | 'guided' |
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// 'upload'` (see `CardPolicyInitialDataPayload`); a `cards_creation`
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// payload carries `suggested_cards` and never that exact `mode` set.
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// Without this, a card-policy answer with a malformed `form_type`
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// would be decoded as cards_creation, surfacing the wrong interactive
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// form (and wrong submit path) in the UI.
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const formType = toInteractiveFormTypeStrict(data.form_type) ??
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inferInteractiveFormTypeFromPayload(data.payload);
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if (formType === 'card_policy') {
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return {
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formType: 'card_policy',
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payload: toCardPolicyInitialData(data.payload),
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};
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}
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return {
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formType: 'cards_creation',
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payload: toCardsCreationInitialData(data.payload),
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};
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};
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const inferInteractiveFormTypeFromPayload = (payload) => {
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if (payload != null && typeof payload === 'object' && 'mode' in payload) {
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const mode = payload.mode;
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if (mode === 'auto' || mode === 'guided' || mode === 'upload') {
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return 'card_policy';
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}
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}
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return 'cards_creation';
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};
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/**
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* Decode the unified `cards_creation` interactive-form payload into the FE
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* state shape. Both `review` and `create` modes ship the same envelope
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* (`{mode, suggested_cards[]}`); the only thing that varies is how the
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* common derivations are exposed:
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*
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* - `review` (2-step): `is_suggested: true` rows -> `teamRows`; the full
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* universe -> `cardNameOptions` (step-2 swap + step-1 "Add something
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* else" search).
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* - `create` (1-step): `is_suggested: true` rows -> `cardRows` pre-seeded
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* for the step-2 editable table (with `cardOptionId` defaulted to
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* `'virtual'`); the full universe -> `cardNameOptions` (step-2 swap).
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*
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* `cardOptions` (physical / virtual / subscription) is intentionally not
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* derived here — the wire never carries it. The component prop is fed
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* from `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` at render time. The
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* state field is preserved as `[]` for backward compatibility with
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* consumers that still narrow on it.
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*/
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const toCardsCreationInitialData = (payload) => {
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const suggestedCards = payload.suggested_cards ?? [];
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const ordered = [...suggestedCards].sort((a, b) => KIND_RANK[a.card_type] - KIND_RANK[b.card_type]);
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const withUniqueIds = withSynthesizedIds(ordered);
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const suggestedOnly = withUniqueIds.filter(({ card }) => card.is_suggested);
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const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
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id: uniqueId,
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kind: toCardKind(card.card_type),
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label: card.card_name,
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}));
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const suggestedOwnerUserIdByTeamId = Object.fromEntries(suggestedOnly.map(({ card, uniqueId }) => [
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uniqueId,
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normalizeOwnerId(card.owner_id),
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]));
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const common = {
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cardNameOptions,
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cardOptions: [],
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suggestedOwnerUserIdByTeamId,
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};
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if (payload.mode === 'create') {
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return {
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...common,
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mode: 'create',
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cardRows: suggestedOnly.map(({ card, uniqueId }) => ({
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cardKind: toCardKind(card.card_type),
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cardOptionId: CARDS_CREATION_DEFAULT_CARD_OPTION_ID,
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id: uniqueId,
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label: card.card_name,
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recommendedLimit: card.credit_limit > 0 ? card.credit_limit : undefined,
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suggestedOwnerUserId: normalizeOwnerId(card.owner_id),
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})),
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};
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}
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return {
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teamRows: suggestedOnly.map(({ card, uniqueId }) => ({
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avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
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cardKind: toCardKind(card.card_type),
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id: uniqueId,
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label: card.card_name,
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recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
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recommendedLimitCadence: 'Monthly',
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})),
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};
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};
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const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
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style: 'currency',
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currency: 'USD',
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maximumFractionDigits: 0,
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});
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/**
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* Normalize the controller's `owner_id` into `string | undefined`. The
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* BE may emit either `null` or `""` to signal "no owner picked"; both
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* collapse to `undefined` so downstream resolvers don't try to look up
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* a user with an empty id.
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*/
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const normalizeOwnerId = (ownerId) => ownerId != null && ownerId !== '' ? ownerId : undefined;
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const KIND_RANK = {
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vendor: 0,
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category: 1,
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department: 2,
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};
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const toCardKind = (cardType) => {
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if (cardType === 'department') {
|
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return 'class';
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}
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if (cardType === 'category') {
|
|
277
|
-
return 'category';
|
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}
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-
return 'vendor';
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|
-
};
|
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|
-
/**
|
|
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|
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* Stamp each suggested card with a stable unique id derived from its
|
|
283
|
-
* `card_name_id`. If two cards in the same payload share the same
|
|
284
|
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* `card_name_id` (which happens in the current sample payload where
|
|
285
|
-
* `card_name_id` is the literal `"vendor_uuid"`), fall back to a
|
|
286
|
-
* synthesized id `${kind}__${card_name_id}__${index}` so RHF row keying
|
|
287
|
-
* stays unique.
|
|
288
|
-
*/
|
|
289
|
-
const withSynthesizedIds = (cards) => {
|
|
290
|
-
const seen = new Set();
|
|
291
|
-
return cards.map((card, index) => {
|
|
292
|
-
const preferred = card.card_name_id;
|
|
293
|
-
if (preferred != null && preferred !== '' && !seen.has(preferred)) {
|
|
294
|
-
seen.add(preferred);
|
|
295
|
-
return { card, uniqueId: preferred };
|
|
296
|
-
}
|
|
297
|
-
const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
|
|
298
|
-
seen.add(synthesized);
|
|
299
|
-
return { card, uniqueId: synthesized };
|
|
300
|
-
});
|
|
301
|
-
};
|
|
302
|
-
const toCardPolicyDraftPolicy = (payload, index) => ({
|
|
303
|
-
id: `draft-${index}`,
|
|
304
|
-
name: payload.name,
|
|
305
|
-
description: payload.description ?? '',
|
|
306
|
-
mode: payload.mode,
|
|
307
|
-
allowedEntity: {
|
|
308
|
-
categoryCodes: payload.allowed_entity?.category_codes ?? [],
|
|
309
|
-
merchantNames: payload.allowed_entity?.merchant_names ?? [],
|
|
310
|
-
},
|
|
311
|
-
blockedEntity: {
|
|
312
|
-
categoryCodes: payload.blocked_entity?.category_codes ?? [],
|
|
313
|
-
merchantNames: payload.blocked_entity?.merchant_names ?? [],
|
|
314
|
-
},
|
|
315
|
-
applyToCards: payload.apply_to_cards ?? [],
|
|
316
|
-
requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
|
|
317
|
-
spendLimits: {
|
|
318
|
-
transaction: payload.spend_limits?.transaction ?? 0,
|
|
319
|
-
},
|
|
320
|
-
});
|
|
321
|
-
const toCardPolicyStep5Review = (payload) => ({
|
|
322
|
-
draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
|
|
323
|
-
groupingSource: payload.grouping_source ?? 'none',
|
|
324
|
-
prompt: payload.prompt ?? '',
|
|
325
|
-
});
|
|
326
|
-
const toCardPolicyWizardPlan = (payload) => ({
|
|
327
|
-
step5Review: toCardPolicyStep5Review(payload.step_5_review),
|
|
328
|
-
});
|
|
329
|
-
const toCardPolicyUploadSource = (payload) => ({
|
|
330
|
-
confidenceScore: payload.confidence_score,
|
|
331
|
-
fileName: payload.file_name,
|
|
332
|
-
lowConfidenceFields: payload.low_confidence_fields ?? [],
|
|
333
|
-
});
|
|
334
|
-
const toCardPolicyInitialData = (payload) => {
|
|
335
|
-
if (payload.mode === 'upload') {
|
|
336
|
-
return {
|
|
337
|
-
policyKind: 'upload',
|
|
338
|
-
wizardPlan: payload.wizard_plan != null
|
|
339
|
-
? toCardPolicyWizardPlan(payload.wizard_plan)
|
|
340
|
-
: undefined,
|
|
341
|
-
source: payload.source != null
|
|
342
|
-
? toCardPolicyUploadSource(payload.source)
|
|
343
|
-
: undefined,
|
|
344
|
-
};
|
|
345
|
-
}
|
|
346
|
-
return {
|
|
347
|
-
policyKind: payload.mode,
|
|
348
|
-
wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
|
|
139
|
+
type: toAiCfoVisualizationTypeStrict(visualization.type) ?? 'table',
|
|
140
|
+
data: toAiCfoVisualizationData(visualization.data),
|
|
349
141
|
};
|
|
350
142
|
};
|
|
351
143
|
const toAiCfoVisualizationData = (data) => {
|
|
@@ -661,119 +453,9 @@ const aiCfo = createSlice({
|
|
|
661
453
|
session.questionAnswers.push(qa);
|
|
662
454
|
}
|
|
663
455
|
},
|
|
664
|
-
/**
|
|
665
|
-
* Patch the `card_policy` interactive-form payload for a specific
|
|
666
|
-
* answer in a chat session to merge in the wizard plan + upload
|
|
667
|
-
* source metadata returned by
|
|
668
|
-
* `POST /cards/1.0/ai-cfo/policy-recommendation-from-upload`.
|
|
669
|
-
*
|
|
670
|
-
* Dispatched by the recommendation epic after a successful response;
|
|
671
|
-
* the wizard re-renders Steps 2 + 3 of the upload variant once the
|
|
672
|
-
* payload becomes a populated `CardPolicyInitialData` with
|
|
673
|
-
* `policyKind: "upload"` + `wizardPlan` + `source`.
|
|
674
|
-
*
|
|
675
|
-
* No-op when the target answer / chat session / form payload is
|
|
676
|
-
* missing or isn't an upload-mode card-policy interactive form —
|
|
677
|
-
* the bridge epic is best-effort and silently drops in edge cases
|
|
678
|
-
* (e.g. the user closed the chat before recommendation returned).
|
|
679
|
-
*/
|
|
680
|
-
updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
|
|
681
|
-
const { answerId, chatSessionId, source, wizardPlan } = action.payload;
|
|
682
|
-
const session = draft.aiCfoByChatSessionId[chatSessionId];
|
|
683
|
-
if (session == null) {
|
|
684
|
-
return;
|
|
685
|
-
}
|
|
686
|
-
const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
|
|
687
|
-
if (qa == null) {
|
|
688
|
-
return;
|
|
689
|
-
}
|
|
690
|
-
for (const response of Object.values(qa.responses)) {
|
|
691
|
-
const visualization = response?.content.visualization;
|
|
692
|
-
if (visualization == null ||
|
|
693
|
-
visualization.type !== 'interactive_form') {
|
|
694
|
-
continue;
|
|
695
|
-
}
|
|
696
|
-
const data = visualization.data;
|
|
697
|
-
if (data.formType !== 'card_policy' ||
|
|
698
|
-
data.payload.policyKind !== 'upload') {
|
|
699
|
-
continue;
|
|
700
|
-
}
|
|
701
|
-
data.payload = {
|
|
702
|
-
...data.payload,
|
|
703
|
-
wizardPlan,
|
|
704
|
-
source: source ?? data.payload.source,
|
|
705
|
-
};
|
|
706
|
-
}
|
|
707
|
-
},
|
|
708
|
-
/**
|
|
709
|
-
* Append a client-synthesized answer bubble to a chat session. Used by
|
|
710
|
-
* the AI CFO cards/policy create flow to render a "Creating…" placeholder
|
|
711
|
-
* in the drawer while the underlying mutation runs.
|
|
712
|
-
*
|
|
713
|
-
* The caller is responsible for generating a stable `id` (so the same
|
|
714
|
-
* bubble can later be updated in place via `updateSyntheticAiCfoAnswer`
|
|
715
|
-
* once the mutation completes) and a `createdAt` timestamp so the
|
|
716
|
-
* renderer can interleave synthetic bubbles with streamed Q&A pairs in
|
|
717
|
-
* chronological order.
|
|
718
|
-
*/
|
|
719
|
-
appendSyntheticAiCfoAnswer(draft, action) {
|
|
720
|
-
const { chatSessionId, id, kind, createdAt, entityIds, sourceQuestionAnswerId, } = action.payload;
|
|
721
|
-
if (draft.syntheticAnswersByChatSessionId[chatSessionId] == null) {
|
|
722
|
-
draft.syntheticAnswersByChatSessionId[chatSessionId] = [];
|
|
723
|
-
}
|
|
724
|
-
draft.syntheticAnswersByChatSessionId[chatSessionId].push({
|
|
725
|
-
id,
|
|
726
|
-
kind,
|
|
727
|
-
entityIds: entityIds ?? [],
|
|
728
|
-
createdAt,
|
|
729
|
-
sourceQuestionAnswerId,
|
|
730
|
-
});
|
|
731
|
-
},
|
|
732
|
-
/**
|
|
733
|
-
* Update an existing synthetic answer bubble in place. Typically called
|
|
734
|
-
* when the create mutation completes: the screen transitions the bubble
|
|
735
|
-
* from `creating_*` to `created_*` and populates `entityIds` with the
|
|
736
|
-
* newly created cards / policy templates.
|
|
737
|
-
*
|
|
738
|
-
* No-op when the target bubble is missing (e.g. the session was cleared
|
|
739
|
-
* before the mutation returned).
|
|
740
|
-
*/
|
|
741
|
-
updateSyntheticAiCfoAnswer(draft, action) {
|
|
742
|
-
const { chatSessionId, id, kind, entityIds } = action.payload;
|
|
743
|
-
const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
|
|
744
|
-
if (list == null) {
|
|
745
|
-
return;
|
|
746
|
-
}
|
|
747
|
-
const entry = list.find((item) => item.id === id);
|
|
748
|
-
if (entry == null) {
|
|
749
|
-
return;
|
|
750
|
-
}
|
|
751
|
-
entry.kind = kind;
|
|
752
|
-
if (entityIds != null) {
|
|
753
|
-
entry.entityIds = entityIds;
|
|
754
|
-
}
|
|
755
|
-
},
|
|
756
|
-
/**
|
|
757
|
-
* Remove a single synthetic answer bubble (e.g. when the user manually
|
|
758
|
-
* dismisses it or the mutation errors out and we want to fall back to
|
|
759
|
-
* an inline error snackbar).
|
|
760
|
-
*/
|
|
761
|
-
removeSyntheticAiCfoAnswer(draft, action) {
|
|
762
|
-
const { chatSessionId, id } = action.payload;
|
|
763
|
-
const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
|
|
764
|
-
if (list == null) {
|
|
765
|
-
return;
|
|
766
|
-
}
|
|
767
|
-
draft.syntheticAnswersByChatSessionId[chatSessionId] = list.filter((item) => item.id !== id);
|
|
768
|
-
},
|
|
769
|
-
/** Clear every synthetic bubble for a session. */
|
|
770
|
-
clearSyntheticAiCfoAnswers(draft, action) {
|
|
771
|
-
delete draft.syntheticAnswersByChatSessionId[action.payload];
|
|
772
|
-
},
|
|
773
456
|
clearSession(draft, action) {
|
|
774
457
|
const sessionId = action.payload;
|
|
775
458
|
delete draft.aiCfoByChatSessionId[sessionId];
|
|
776
|
-
delete draft.syntheticAnswersByChatSessionId[sessionId];
|
|
777
459
|
// Clear partial Q&A if it belongs to the cleared session
|
|
778
460
|
if (draft.partialQuestionAnswers?.[sessionId] != null) {
|
|
779
461
|
draft.partialQuestionAnswers[sessionId] = undefined;
|
|
@@ -782,7 +464,6 @@ const aiCfo = createSlice({
|
|
|
782
464
|
clearAiCfo(draft) {
|
|
783
465
|
draft.aiCfoByChatSessionId = {};
|
|
784
466
|
draft.partialQuestionAnswers = {};
|
|
785
|
-
draft.syntheticAnswersByChatSessionId = {};
|
|
786
467
|
},
|
|
787
468
|
deleteQuestion(draft, action) {
|
|
788
469
|
const { chatSessionId, questionAnswerId } = action.payload;
|
|
@@ -795,15 +476,6 @@ const aiCfo = createSlice({
|
|
|
795
476
|
if (idx !== -1) {
|
|
796
477
|
session.questionAnswers.splice(idx, 1);
|
|
797
478
|
}
|
|
798
|
-
// Also drop any synthetic bubbles whose `sourceQuestionAnswerId`
|
|
799
|
-
// referenced the just-deleted Q/A. Without this, the chat would
|
|
800
|
-
// keep rendering "Creating…" / "Created" tiles tied to a Q/A that
|
|
801
|
-
// no longer exists (via `getSyntheticAiCfoAnswerByQuestionAnswerId`).
|
|
802
|
-
const syntheticAnswers = draft.syntheticAnswersByChatSessionId[chatSessionId];
|
|
803
|
-
if (syntheticAnswers != null) {
|
|
804
|
-
draft.syntheticAnswersByChatSessionId[chatSessionId] =
|
|
805
|
-
syntheticAnswers.filter((answer) => answer.sourceQuestionAnswerId !== questionAnswerId);
|
|
806
|
-
}
|
|
807
479
|
},
|
|
808
480
|
},
|
|
809
481
|
});
|
|
@@ -816,5 +488,5 @@ const toChatSession = (chatSessionPayload) => {
|
|
|
816
488
|
createdAt: zeniDate(created_at),
|
|
817
489
|
};
|
|
818
490
|
};
|
|
819
|
-
export const { setNewSession, clearSession, setSessions, setChatHistory, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearAiCfo, deleteQuestion,
|
|
491
|
+
export const { setNewSession, clearSession, setSessions, setChatHistory, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearAiCfo, deleteQuestion, } = aiCfo.actions;
|
|
820
492
|
export default aiCfo.reducer;
|
|
@@ -32,30 +32,5 @@ export function getAiCfoSelectorView(state) {
|
|
|
32
32
|
: [],
|
|
33
33
|
}))
|
|
34
34
|
.sort((a, b) => b.chatSession.createdAt.valueOf() - a.chatSession.createdAt.valueOf());
|
|
35
|
-
return {
|
|
36
|
-
allSessionsWithOrderedQuestionAnswers,
|
|
37
|
-
syntheticAnswersByChatSessionId: state.syntheticAnswersByChatSessionId ?? {},
|
|
38
|
-
};
|
|
39
|
-
}
|
|
40
|
-
export function getSyntheticAiCfoAnswersForChatSession(state, chatSessionId) {
|
|
41
|
-
const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId] ?? [];
|
|
42
|
-
return arr
|
|
43
|
-
.slice()
|
|
44
|
-
.sort((a, b) => a.createdAt.valueOf() - b.createdAt.valueOf());
|
|
45
|
-
}
|
|
46
|
-
/**
|
|
47
|
-
* Look up the synthetic answer bubble (if any) whose source AI CFO Q/A
|
|
48
|
-
* is `questionAnswerId`. Used by the in-place renderer to swap a Q/A's
|
|
49
|
-
* answer bubble with the "Creating…" / "Created" tile.
|
|
50
|
-
*
|
|
51
|
-
* Returns `undefined` when no synthetic bubble has been dispatched for
|
|
52
|
-
* the answer yet (i.e. the user hasn't submitted the interactive form),
|
|
53
|
-
* or when the chat session has no synthetic entries at all.
|
|
54
|
-
*/
|
|
55
|
-
export function getSyntheticAiCfoAnswerByQuestionAnswerId(state, chatSessionId, questionAnswerId) {
|
|
56
|
-
const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId];
|
|
57
|
-
if (arr == null) {
|
|
58
|
-
return undefined;
|
|
59
|
-
}
|
|
60
|
-
return arr.find((answer) => answer.sourceQuestionAnswerId === questionAnswerId);
|
|
35
|
+
return { allSessionsWithOrderedQuestionAnswers };
|
|
61
36
|
}
|
|
@@ -7,14 +7,7 @@ export const ALL_AI_CFO_CHARTS_TYPES = [
|
|
|
7
7
|
export const ALL_AI_CFO_VISUALIZATION_TYPES = [
|
|
8
8
|
...ALL_AI_CFO_CHARTS_TYPES,
|
|
9
9
|
'table',
|
|
10
|
-
'interactive_form',
|
|
11
10
|
];
|
|
12
|
-
export const ALL_INTERACTIVE_FORM_TYPES = [
|
|
13
|
-
'cards_creation',
|
|
14
|
-
'card_policy',
|
|
15
|
-
];
|
|
16
|
-
export const toInteractiveFormType = (v) => stringToUnion(v, ALL_INTERACTIVE_FORM_TYPES);
|
|
17
|
-
export const toInteractiveFormTypeStrict = (v) => stringToUnionStrict(v, ALL_INTERACTIVE_FORM_TYPES);
|
|
18
11
|
export const toAiCfoVisualizationType = (v) => stringToUnion(v, ALL_AI_CFO_VISUALIZATION_TYPES);
|
|
19
12
|
export const toAiCfoVisualizationTypeStrict = (v) => stringToUnionStrict(v, ALL_AI_CFO_VISUALIZATION_TYPES);
|
|
20
13
|
export const toAiCfoChartType = (v) => stringToUnion(v, ALL_AI_CFO_CHARTS_TYPES);
|
|
@@ -59,29 +52,9 @@ export const toAiCfoAnswerStateType = (v) => stringToUnion(v, ALL_AI_CFO_ANSWER_
|
|
|
59
52
|
export const toAiCfoAnswerResponseType = (v) => stringToUnion(v, ALL_AI_CFO_ANSWER_RESPONSE_TYPES);
|
|
60
53
|
export const toAiCfoAnswerStateTypeStrict = (v) => stringToUnionStrict(v, ALL_AI_CFO_ANSWER_STATE_TYPES);
|
|
61
54
|
export const toAiCfoAnswerResponseTypeStrict = (v) => stringToUnionStrict(v, ALL_AI_CFO_ANSWER_RESPONSE_TYPES);
|
|
62
|
-
/**
|
|
63
|
-
* Default `cardOptionId` (physical / virtual / subscription) assigned to
|
|
64
|
-
* every seeded card row. The AI Card Creation flow currently issues virtual
|
|
65
|
-
* credit cards only — this constant is kept in sync with
|
|
66
|
-
* `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` in `zeni-web-app-ui`.
|
|
67
|
-
*/
|
|
68
|
-
export const CARDS_CREATION_DEFAULT_CARD_OPTION_ID = 'virtual';
|
|
69
55
|
const ALL_MESSAGE_SENDERS = ['user', 'agent'];
|
|
70
56
|
const ALL_MESSAGE_TYPES = ['plain_text', 'json'];
|
|
71
57
|
export const toMessageSender = (v) => stringToUnion(v, ALL_MESSAGE_SENDERS);
|
|
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export const toMessageType = (v) => stringToUnion(v, ALL_MESSAGE_TYPES);
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export const toMessageSenderStrict = (v) => stringToUnionStrict(v, ALL_MESSAGE_SENDERS);
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export const toMessageTypeStrict = (v) => stringToUnionStrict(v, ALL_MESSAGE_TYPES);
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/**
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* Discriminator for client-synthesized AI CFO answer bubbles. These are not
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* Q/A pairs streamed from the backend — they are pushed locally by the AI
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* CFO flow when it kicks off a cards or policy create from an interactive
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* form, so the drawer can render a "Creating…" placeholder and later a
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* "Created" success bubble while the corresponding mutation epic runs.
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*/
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export const ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = [
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'creating_cards',
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'creating_policy',
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'created_cards',
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'created_policy',
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];
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@@ -145,42 +145,49 @@ function toJEScheduleAISummaries(payload) {
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result.debitAccount = {
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confidence: payload.debit_account.confidence,
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reasoning: payload.debit_account.reasoning,
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+
cot: payload.debit_account.cot,
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};
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}
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if (payload.credit_account != null) {
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result.creditAccount = {
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confidence: payload.credit_account.confidence,
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reasoning: payload.credit_account.reasoning,
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+
cot: payload.credit_account.cot,
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};
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}
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if (payload.debit_accounting_class != null) {
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result.debitClass = {
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confidence: payload.debit_accounting_class.confidence,
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reasoning: payload.debit_accounting_class.reasoning,
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+
cot: payload.debit_accounting_class.cot,
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};
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}
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if (payload.credit_accounting_class != null) {
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result.creditClass = {
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confidence: payload.credit_accounting_class.confidence,
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reasoning: payload.credit_accounting_class.reasoning,
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+
cot: payload.credit_accounting_class.cot,
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};
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}
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if (payload.period != null) {
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result.period = {
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confidence: payload.period.confidence,
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reasoning: payload.period.reasoning,
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+
cot: payload.period.cot,
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};
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}
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if (payload.posting_date != null) {
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result.postingDate = {
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confidence: payload.posting_date.confidence,
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reasoning: payload.posting_date.reasoning,
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+
cot: payload.posting_date.cot,
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};
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}
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if (payload.schedule_type != null) {
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result.scheduleType = {
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confidence: payload.schedule_type.confidence,
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reasoning: payload.schedule_type.reasoning,
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+
cot: payload.schedule_type.cot,
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};
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}
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return Object.keys(result).length > 0 ? result : undefined;
|
|
@@ -95,9 +95,6 @@ const ALL_SNACKBAR_MESSAGE_SECTIONS = [
|
|
|
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95
|
'charge_card_receipt_upload',
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|
96
96
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'charge_card_resend_invite',
|
|
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97
|
'charge_card_revoke_invite',
|
|
98
|
-
'card_policy_created',
|
|
99
|
-
'card_policy_updated',
|
|
100
|
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'card_policy_deleted',
|
|
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98
|
'charge_card_update_limit',
|
|
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99
|
'charge_cards_update_limit',
|
|
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100
|
'close_charge_card',
|
|
@@ -97,9 +97,6 @@ import { clearInternationalWire } from '../../view/spendManagement/billPay/inter
|
|
|
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97
|
import { clearInternationalVerificationView } from '../../view/spendManagement/billPay/internationalWireVerification/internationalWireVerificationReducer';
|
|
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98
|
import { clearPreviousBills } from '../../view/spendManagement/billPay/previousBills/previousBillsReducer';
|
|
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99
|
import { clearWiseRedirectStatus } from '../../view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
|
|
100
|
-
import { clearCardPolicyDetail } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
|
|
101
|
-
import { clearCardPolicyList } from '../../view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
|
|
102
|
-
import { clearCreateCardPolicy } from '../../view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
|
|
103
100
|
import { clearCardUserOnboarding } from '../../view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
|
|
104
101
|
import { clearCashbackDetail } from '../../view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
|
|
105
102
|
import { clearChargeCardConfig } from '../../view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
|
|
@@ -171,7 +168,6 @@ import { clearAllBillTransactions } from '../billPay/billTransaction/billTransac
|
|
|
171
168
|
import { clearContacts } from '../billPay/contact/contactReducer';
|
|
172
169
|
import { clearAllRecurringBills } from '../billPay/recurringBills/recurringBillsReducer';
|
|
173
170
|
import { clearAllCardPayments } from '../cardPayment/cardPaymentReducer';
|
|
174
|
-
import { clearCardPolicy } from '../cardPolicy/cardPolicyReducer';
|
|
175
171
|
import { clearAllChargeCards } from '../chargeCard/chargeCardReducer';
|
|
176
172
|
import { clearAllChargeCardRepayments } from '../chargeCardRepayment/chargeCardRepaymentReducer';
|
|
177
173
|
import { clearAllChargeCardTransactions } from '../chargeCardTransaction/chargeCardTransactionReducer';
|
|
@@ -248,8 +244,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
|
|
|
248
244
|
clearBillPaySetupView(),
|
|
249
245
|
clearCardBalance(),
|
|
250
246
|
clearCardPaymentView(),
|
|
251
|
-
clearCardPolicyDetail(),
|
|
252
|
-
clearCardPolicyList(),
|
|
253
247
|
clearCardUserOnboarding(),
|
|
254
248
|
clearCashbackDetail(),
|
|
255
249
|
clearCashBalance(),
|
|
@@ -269,7 +263,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
|
|
|
269
263
|
clearCompanyMonthEndReportView(),
|
|
270
264
|
clearCompanyTaskManagerView(),
|
|
271
265
|
clearCompanyView(),
|
|
272
|
-
clearCreateCardPolicy(),
|
|
273
266
|
clearCreateTransferEntry(),
|
|
274
267
|
clearAllCreditAgent(),
|
|
275
268
|
clearCreditAgentView(),
|
|
@@ -431,7 +424,6 @@ export const clearAllEpic = (actions$) => actions$.pipe(filter(clearAll.match),
|
|
|
431
424
|
clearAllVendorExpenseTrends(),
|
|
432
425
|
clearAllVendors(),
|
|
433
426
|
clearCannedResponses(),
|
|
434
|
-
clearCardPolicy(),
|
|
435
427
|
clearClassList(),
|
|
436
428
|
clearContacts(),
|
|
437
429
|
clearCountryList(),
|