@zeniai/client-epic-state 5.0.92-betaNB2 → 5.0.93-beta0ND

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

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

package/lib/commonStateTypes/animations.d.ts

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

package/lib/commonStateTypes/animations.js

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

package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.d.ts

@@ -8,7 +8,7 @@ import { SortOrder } from '../selectorTypes/sortOrderTypes';
 import { ReportID } from './viewAndReport';
 export type AgingDateSelectionType = 'last_month' | 'last_quarter' | 'custom_date';
 export type AgingReportId = Extract<ReportID, 'accounts_payable_aging' | 'accounts_receivable_aging'>;
-declare const toAgingReportSortKey: (v: string) => "vendor" | "customer" | "total" | "current_due" | "due_1-30_days" | "due_31-60_days" | "due_61-90_days" | "due_over_90_days";
+declare const toAgingReportSortKey: (v: string) => "vendor" | "customer" | "current_due" | "due_1-30_days" | "due_31-60_days" | "due_61-90_days" | "due_over_90_days" | "total";
 export type AgingReportSortKey = ReturnType<typeof toAgingReportSortKey>;
 export interface AgingReportInvoice {
     amount: Amount;

package/lib/entity/accountRecon/accountReconPayload.d.ts

@@ -7,20 +7,6 @@ export interface StatementMetaDataPayload {
     file_id: string;
     statement_upload_id: string;
 }
-export interface LastReconciledByPayload {
-    user_email: string;
-    user_id: ID;
-}
-export interface LastReconciledPayload {
-    at: string;
-    by: LastReconciledByPayload;
-    for_period_end_date: string;
-}
-export interface MatchProgressPayload {
-    matched: number;
-    percentage: number | null;
-    total: number;
-}
 export interface ReconciliationDataPayload {
     account_id: ID;
     balance_data_status: StatusCodeWithLabelPayload | null;
@@ -35,10 +21,6 @@ export interface ReconciliationDataPayload {
         error_message: string;
     } | null;
     initial_cleared_balance: number | null;
-    last_reconciled: LastReconciledPayload | null;
-    match_progress: MatchProgressPayload | null;
-    needs_review_count: number;
-    opening_balance: number | null;
     payment_account_updated_at: string | null;
     reconciliation_id: string | null;
     retry_count: number | null;
@@ -47,12 +29,11 @@ export interface ReconciliationDataPayload {
     statement_data_status: StatusCodeWithLabelPayload | null;
     statement_meta_data: StatementMetaDataPayload | null;
     statement_status: StatusCodeWithLabelPayload | null;
-    status: StatusCodeWithLabelPayload;
+    status: StatusCodeWithLabelPayload | null;
     transactions: ReconcileReviewTransactionsPayload;
     update_time: string | null;
     user_id: ID | null;
     variance: number | null;
-    auto_matched_count?: number;
 }
 export interface RecommendedReviewTransactionPayload {
     amount: number;

package/lib/entity/accountRecon/accountReconPayload.js

@@ -65,7 +65,7 @@ const toAccountReconciliationData = (payload) => {
     return {
         reconciliationId: payload.reconciliation_id ?? undefined,
         accountId: payload.account_id,
-        reconciliationStatus: payload.status != null
+        reconciliationStatus: payload.status
             ? {
                 code: (0, accountReconState_1.toReconciliationStatusCodeType)(payload.status.code),
                 label: payload.status.label,
@@ -111,28 +111,6 @@ const toAccountReconciliationData = (payload) => {
         initialClearedBalance: payload.initial_cleared_balance != null
             ? (0, amount_1.toAmount)(payload.initial_cleared_balance, payload.currency.currency_code, payload.currency.currency_symbol)
             : undefined,
-        lastReconciled: payload.last_reconciled != null
-            ? {
-                at: (0, zeniDayJS_1.date)(payload.last_reconciled.at),
-                by: {
-                    userEmail: payload.last_reconciled.by.user_email,
-                    userId: payload.last_reconciled.by.user_id,
-                },
-                forPeriodEndDate: (0, zeniDayJS_1.date)(payload.last_reconciled.for_period_end_date),
-            }
-            : undefined,
-        matchProgress: payload.match_progress != null
-            ? {
-                matched: payload.match_progress.matched,
-                percentage: payload.match_progress.percentage,
-                total: payload.match_progress.total,
-            }
-            : undefined,
-        autoMatchedCount: payload.auto_matched_count,
-        needsReview: payload.needs_review_count,
-        openingBalance: payload.opening_balance != null
-            ? (0, amount_1.toAmount)(payload.opening_balance, payload.currency.currency_code, payload.currency.currency_symbol)
-            : undefined,
         startDate: (0, zeniDayJS_1.date)(payload.start_date),
         endDate: (0, zeniDayJS_1.date)(payload.end_date),
         accountUpdatedAt: payload.payment_account_updated_at != null

package/lib/entity/accountRecon/accountReconSelector.d.ts

@@ -7,7 +7,7 @@ import { AccountBase } from '../account/accountState';
 import { File } from '../file/fileState';
 import { MatchedTransaction } from '../transaction/stateTypes/reconciliationTransaction';
 import { User } from '../user/userState';
-import { BalanceDataStatusCodeType, LastReconciled, MatchProgress, ReconciliationStatusCodeType, StatementDataStatusCodeType, StatementStatusCodeType, TransactionsToReview } from './accountReconState';
+import { BalanceDataStatusCodeType, ReconciliationStatusCodeType, StatementDataStatusCodeType, StatementStatusCodeType, TransactionsToReview } from './accountReconState';
 export interface AccountReconciliationEntity {
     account: AccountBase;
     currency: Currency;
@@ -20,7 +20,6 @@ export interface AccountReconciliationEntity {
     transactionsToReconcile: MatchedTransaction[];
     transactionsToReview: TransactionsToReview[];
     accountUpdatedAt?: ZeniDate;
-    autoMatchedCount?: number;
     balance?: Amount;
     balanceDataStatus?: {
         code: BalanceDataStatusCodeType;
@@ -32,10 +31,6 @@ export interface AccountReconciliationEntity {
         errorShort: string;
     };
     initialClearedBalance?: Amount;
-    lastReconciled?: LastReconciled;
-    matchProgress?: MatchProgress;
-    needsReview?: number;
-    openingBalance?: Amount;
     reconciliationId?: ID;
     reconciliationStatus?: {
         code: ReconciliationStatusCodeType;

package/lib/entity/accountRecon/accountReconSelector.js

@@ -36,11 +36,6 @@ exports.getAccountReconByAccountIdAndSelectedPeriod = (0, toolkit_1.createSelect
         variance: accountRecon.variance,
         clearedBalance: accountRecon.clearedBalance,
         initialClearedBalance: accountRecon.initialClearedBalance,
-        lastReconciled: accountRecon.lastReconciled,
-        autoMatchedCount: accountRecon.autoMatchedCount,
-        matchProgress: accountRecon.matchProgress,
-        needsReview: accountRecon.needsReview,
-        openingBalance: accountRecon.openingBalance,
         reconciliationId: accountRecon.reconciliationId,
         user,
         statementStatus: accountRecon.statementStatus,

package/lib/entity/accountRecon/accountReconState.d.ts

@@ -18,20 +18,6 @@ export declare const toStatementStatusCodeType: (v: string) => "not_found" | "up
 export type StatementStatusCodeType = ReturnType<typeof toStatementStatusCodeType>;
 export declare const toAccountReconKey: (accountId: ID, selectedPeriod: MonthYearPeriod) => string;
 export type AccountReconKey = ReturnType<typeof toAccountReconKey>;
-export interface LastReconciledByUser {
-    userEmail: string;
-    userId: ID;
-}
-export interface LastReconciled {
-    at: ZeniDate;
-    by: LastReconciledByUser;
-    forPeriodEndDate: ZeniDate;
-}
-export interface MatchProgress {
-    matched: number;
-    percentage: number | null;
-    total: number;
-}
 export interface AccountReconState {
     accountReconByAccountReconKey: Record<AccountReconKey, AccountReconciliationData>;
 }
@@ -47,7 +33,6 @@ export interface AccountReconciliationData {
     transactionsToReconcile: ID[];
     transactionsToReview: TransactionsToReview[];
     accountUpdatedAt?: ZeniDate;
-    autoMatchedCount?: number;
     balanceDataStatus?: {
         code: BalanceDataStatusCodeType;
         label: string;
@@ -59,10 +44,6 @@ export interface AccountReconciliationData {
         errorShort: string;
     };
     initialClearedBalance?: Amount;
-    lastReconciled?: LastReconciled;
-    matchProgress?: MatchProgress;
-    needsReview?: number;
-    openingBalance?: Amount;
     reconciliationId?: ID;
     reconciliationStatus?: {
         code: ReconciliationStatusCodeType;

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

@@ -12,16 +12,74 @@ export interface YFormatPayload {
 export interface ChartVisualizationPayload {
     values: Array<Record<string, string | number>>;
     x: string;
-    /**
-     * y can be a string or an array of strings in the API payload.
-     * We will normalize it to string[] in state.
-     */
     y: string | string[];
     lines?: string[] | null;
     y_format?: YFormatPayload;
 }
+export interface SuggestedCardPayload {
+    avg_spend: number;
+    card_name: string;
+    card_name_id: string;
+    card_type: 'vendor' | 'department' | 'category';
+    credit_limit: number;
+    is_suggested: boolean;
+    owner_id: string | null;
+}
+export interface CardsCreationInitialDataPayload {
+    mode: 'review' | 'create';
+    suggested_cards: SuggestedCardPayload[];
+}
+export interface DraftPolicyEntityPayload {
+    category_codes: string[];
+    merchant_names: string[];
+}
+export interface DraftPolicySpendLimitsPayload {
+    transaction: number;
+    [cadence: string]: number | undefined;
+}
+export interface DraftPolicyPayload {
+    allowed_entity: DraftPolicyEntityPayload;
+    apply_to_cards: string[];
+    blocked_entity: DraftPolicyEntityPayload;
+    description: string;
+    mode: string;
+    name: string;
+    required_receipt_threshold: number;
+    spend_limits: DraftPolicySpendLimitsPayload;
+}
+export interface CardPolicyStep5ReviewPayload {
+    draft_policies: DraftPolicyPayload[];
+    prompt: string;
+    grouping_source?: string;
+}
+export interface CardPolicyWizardPlanPayload {
+    step_5_review: CardPolicyStep5ReviewPayload;
+}
+export interface CardPolicyUploadSourcePayload {
+    confidence_score: number;
+    file_name: string;
+    low_confidence_fields: string[];
+}
+export type CardPolicyInitialDataPayload = {
+    mode: 'auto';
+    wizard_plan: CardPolicyWizardPlanPayload;
+} | {
+    mode: 'guided';
+    wizard_plan: CardPolicyWizardPlanPayload;
+} | {
+    mode: 'upload';
+    source?: CardPolicyUploadSourcePayload;
+    wizard_plan?: CardPolicyWizardPlanPayload;
+};
+export type InteractiveFormVisualizationPayload = {
+    form_type: 'cards_creation';
+    payload: CardsCreationInitialDataPayload;
+} | {
+    form_type: 'card_policy';
+    payload: CardPolicyInitialDataPayload;
+};
 export interface AiCfoVisualizationPayload {
-    data: TableVisualizationPayload | ChartVisualizationPayload | null;
+    data: TableVisualizationPayload | ChartVisualizationPayload | InteractiveFormVisualizationPayload | null;
     type: string | null;
 }
 export interface AiCfoAnswerPayload {

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

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

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -1,13 +1,14 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
+exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
 exports.initialAiCfoState = {
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
+    syntheticAnswersByChatSessionId: {},
 };
 // Utility: Merge two arrays of Q&A pairs, combining responses for the same question
 function mergeQuestionAnswerPairs(existing, newQAs) {
@@ -139,12 +140,174 @@ const toAiCfoVisualization = (visualization) => {
     if (visualization.type == null || visualization.data == null) {
         return undefined;
     }
+    // Reject unknown viz types; `?? 'table'` used to throw in the chart/table decoder
+    // when interactive-form payloads (no `values`) hit it.
+    const normalizedType = (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type);
+    if (normalizedType == null) {
+        return undefined;
+    }
     return {
-        type: (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table',
-        data: toAiCfoVisualizationData(visualization.data),
+        type: normalizedType,
+        data: normalizedType === 'interactive_form'
+            ? toInteractiveFormVisualization(visualization.data)
+            : toAiCfoVisualizationData(visualization.data),
     };
 };
 exports.toAiCfoVisualization = toAiCfoVisualization;
+const toInteractiveFormVisualization = (data) => {
+    // When `form_type` is missing / mistyped, infer from payload shape so a malformed
+    // card-policy answer doesn't get decoded as cards_creation (wrong form + submit path).
+    const formType = (0, aiCfoState_1.toInteractiveFormTypeStrict)(data.form_type) ??
+        inferInteractiveFormTypeFromPayload(data.payload);
+    if (formType === 'card_policy') {
+        return {
+            formType: 'card_policy',
+            payload: toCardPolicyInitialData(data.payload),
+        };
+    }
+    return {
+        formType: 'cards_creation',
+        payload: toCardsCreationInitialData(data.payload),
+    };
+};
+const inferInteractiveFormTypeFromPayload = (payload) => {
+    if (payload != null && typeof payload === 'object' && 'mode' in payload) {
+        const mode = payload.mode;
+        if (mode === 'auto' || mode === 'guided' || mode === 'upload') {
+            return 'card_policy';
+        }
+    }
+    return 'cards_creation';
+};
+const toCardsCreationInitialData = (payload) => {
+    const suggestedCards = payload.suggested_cards ?? [];
+    const ordered = [...suggestedCards].sort((a, b) => KIND_RANK[a.card_type] - KIND_RANK[b.card_type]);
+    const withUniqueIds = withSynthesizedIds(ordered);
+    const suggestedOnly = withUniqueIds.filter(({ card }) => card.is_suggested);
+    const cardNameOptions = withUniqueIds.map(({ card, uniqueId }) => ({
+        id: uniqueId,
+        kind: toCardKind(card.card_type),
+        label: card.card_name,
+    }));
+    const suggestedOwnerUserIdByTeamId = Object.fromEntries(suggestedOnly.map(({ card, uniqueId }) => [
+        uniqueId,
+        normalizeOwnerId(card.owner_id),
+    ]));
+    const common = {
+        cardNameOptions,
+        suggestedOwnerUserIdByTeamId,
+    };
+    if (payload.mode === 'create') {
+        return {
+            ...common,
+            mode: 'create',
+            cardRows: suggestedOnly.map(({ card, uniqueId }) => ({
+                cardKind: toCardKind(card.card_type),
+                id: uniqueId,
+                label: card.card_name,
+                recommendedLimit: card.credit_limit > 0 ? card.credit_limit : undefined,
+                suggestedOwnerUserId: normalizeOwnerId(card.owner_id),
+            })),
+        };
+    }
+    return {
+        ...common,
+        mode: 'review',
+        teamRows: suggestedOnly.map(({ card, uniqueId }) => ({
+            avgMonthlySpend: CURRENCY_FORMATTER.format(card.avg_spend),
+            cardKind: toCardKind(card.card_type),
+            id: uniqueId,
+            label: card.card_name,
+            recommendedLimit: CURRENCY_FORMATTER.format(card.credit_limit),
+            recommendedLimitCadence: 'Monthly',
+        })),
+    };
+};
+const CURRENCY_FORMATTER = new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: 'USD',
+    maximumFractionDigits: 0,
+});
+// BE emits `null` or `""` for "no owner picked"; collapse both to `undefined`.
+const normalizeOwnerId = (ownerId) => (ownerId != null && ownerId !== '' ? ownerId : undefined);
+const KIND_RANK = {
+    vendor: 0,
+    category: 1,
+    department: 2,
+};
+const toCardKind = (cardType) => {
+    if (cardType === 'department') {
+        return 'class';
+    }
+    if (cardType === 'category') {
+        return 'category';
+    }
+    return 'vendor';
+};
+// Falls back to `${kind}__${card_name_id}__${index}` when `card_name_id` collides
+// (sample payloads ship the literal `"vendor_uuid"`), to keep RHF row keys unique.
+const withSynthesizedIds = (cards) => {
+    const seen = new Set();
+    return cards.map((card, index) => {
+        const preferred = card.card_name_id;
+        if (preferred != null && preferred !== '' && !seen.has(preferred)) {
+            seen.add(preferred);
+            return { card, uniqueId: preferred };
+        }
+        const synthesized = `${card.card_type}__${preferred ?? 'unknown'}__${index}`;
+        seen.add(synthesized);
+        return { card, uniqueId: synthesized };
+    });
+};
+const toCardPolicyDraftPolicy = (payload, index) => ({
+    id: `draft-${index}`,
+    name: payload.name,
+    description: payload.description ?? '',
+    mode: payload.mode,
+    allowedEntity: {
+        categoryCodes: payload.allowed_entity?.category_codes ?? [],
+        merchantNames: payload.allowed_entity?.merchant_names ?? [],
+    },
+    blockedEntity: {
+        categoryCodes: payload.blocked_entity?.category_codes ?? [],
+        merchantNames: payload.blocked_entity?.merchant_names ?? [],
+    },
+    applyToCards: payload.apply_to_cards ?? [],
+    requiredReceiptThreshold: payload.required_receipt_threshold ?? 0,
+    spendLimits: {
+        transaction: payload.spend_limits?.transaction ?? 0,
+    },
+});
+const toCardPolicyStep5Review = (payload) => ({
+    draftPolicies: (payload.draft_policies ?? []).map(toCardPolicyDraftPolicy),
+    groupingSource: payload.grouping_source ?? 'none',
+    prompt: payload.prompt ?? '',
+});
+const toCardPolicyWizardPlan = (payload) => ({
+    step5Review: toCardPolicyStep5Review(payload.step_5_review),
+});
+const toCardPolicyUploadSource = (payload) => ({
+    confidenceScore: payload.confidence_score,
+    fileName: payload.file_name,
+    lowConfidenceFields: payload.low_confidence_fields ?? [],
+});
+const toCardPolicyInitialData = (payload) => {
+    if (payload.mode === 'upload') {
+        return {
+            policyKind: 'upload',
+            wizardPlan: payload.wizard_plan != null
+                ? toCardPolicyWizardPlan(payload.wizard_plan)
+                : undefined,
+            source: payload.source != null
+                ? toCardPolicyUploadSource(payload.source)
+                : undefined,
+        };
+    }
+    return {
+        policyKind: payload.mode,
+        wizardPlan: toCardPolicyWizardPlan(payload.wizard_plan),
+    };
+};
 const toAiCfoVisualizationData = (data) => {
     if ('x' in data && 'y' in data) {
         // Normalize y to always be an array
@@ -378,10 +541,8 @@ const aiCfo = (0, toolkit_1.createSlice)({
             // Update state - append new complete Q&As to existing ones
             session.questionAnswers = mergeQuestionAnswerPairs(session.questionAnswers, completeQAs);
         },
-        /**
-         * Upsert a Q/A pair: if the questionAnswerId exists, upsert the response block; if not, add a new Q/A entry.
-         * Used for push notification payloads that may introduce a new question.
-         */
+        // Upserts the response block when `questionAnswerId` exists; otherwise adds the Q/A
+        // entry. Used for push notification payloads that may introduce a new question.
         upsertOrAddQuestionAnswerPayload(draft, action) {
             const { chatSessionId, questionAnswerId, question: { questionId, createdAt, text }, answerPayload, userId, insertQuestionAnswer, } = action.payload;
             const session = draft.aiCfoByChatSessionId[chatSessionId];
@@ -458,10 +619,82 @@ const aiCfo = (0, toolkit_1.createSlice)({
                 session.questionAnswers.push(qa);
             }
         },
+        // Patches an upload-mode card-policy answer with the wizard plan + source returned
+        // by `policy-recommendation-from-upload`. No-op for non-upload / missing targets.
+        updateAiCfoAnswerCardPolicyWizardPlan(draft, action) {
+            const { answerId, chatSessionId, source, wizardPlan } = action.payload;
+            const session = draft.aiCfoByChatSessionId[chatSessionId];
+            if (session == null) {
+                return;
+            }
+            const qa = session.questionAnswers.find((entry) => entry.questionAnswerId === answerId);
+            if (qa == null) {
+                return;
+            }
+            for (const response of Object.values(qa.responses)) {
+                const visualization = response?.content.visualization;
+                if (visualization == null ||
+                    visualization.type !== 'interactive_form') {
+                    continue;
+                }
+                const data = visualization.data;
+                if (data.formType !== 'card_policy' ||
+                    data.payload.policyKind !== 'upload') {
+                    continue;
+                }
+                data.payload = {
+                    ...data.payload,
+                    wizardPlan,
+                    source: source ?? data.payload.source,
+                };
+            }
+        },
+        // Renders a "Creating…" placeholder while the cards/policy create mutation runs.
+        // Caller supplies a stable `id` (updated in place by `updateSyntheticAiCfoAnswer`).
+        appendSyntheticAiCfoAnswer(draft, action) {
+            const { chatSessionId, id, kind, createdAt, entityIds, sourceQuestionAnswerId, } = action.payload;
+            if (draft.syntheticAnswersByChatSessionId[chatSessionId] == null) {
+                draft.syntheticAnswersByChatSessionId[chatSessionId] = [];
+            }
+            draft.syntheticAnswersByChatSessionId[chatSessionId].push({
+                id,
+                kind,
+                entityIds: entityIds ?? [],
+                createdAt,
+                sourceQuestionAnswerId,
+            });
+        },
+        // Transitions a bubble from `creating_*` to `created_*` once the mutation completes.
+        updateSyntheticAiCfoAnswer(draft, action) {
+            const { chatSessionId, id, kind, entityIds } = action.payload;
+            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
+            if (list == null) {
+                return;
+            }
+            const entry = list.find((item) => item.id === id);
+            if (entry == null) {
+                return;
+            }
+            entry.kind = kind;
+            if (entityIds != null) {
+                entry.entityIds = entityIds;
+            }
+        },
+        removeSyntheticAiCfoAnswer(draft, action) {
+            const { chatSessionId, id } = action.payload;
+            const list = draft.syntheticAnswersByChatSessionId[chatSessionId];
+            if (list == null) {
+                return;
+            }
+            draft.syntheticAnswersByChatSessionId[chatSessionId] = list.filter((item) => item.id !== id);
+        },
+        clearSyntheticAiCfoAnswers(draft, action) {
+            delete draft.syntheticAnswersByChatSessionId[action.payload];
+        },
         clearSession(draft, action) {
             const sessionId = action.payload;
             delete draft.aiCfoByChatSessionId[sessionId];
-            // Clear partial Q&A if it belongs to the cleared session
+            delete draft.syntheticAnswersByChatSessionId[sessionId];
             if (draft.partialQuestionAnswers?.[sessionId] != null) {
                 draft.partialQuestionAnswers[sessionId] = undefined;
             }
@@ -469,6 +702,7 @@ const aiCfo = (0, toolkit_1.createSlice)({
         clearAiCfo(draft) {
             draft.aiCfoByChatSessionId = {};
             draft.partialQuestionAnswers = {};
+            draft.syntheticAnswersByChatSessionId = {};
         },
         deleteQuestion(draft, action) {
             const { chatSessionId, questionAnswerId } = action.payload;
@@ -481,6 +715,12 @@ const aiCfo = (0, toolkit_1.createSlice)({
             if (idx !== -1) {
                 session.questionAnswers.splice(idx, 1);
             }
+            // Drop synthetic bubbles whose sourceQuestionAnswerId is the deleted Q/A; otherwise "Creating…" / "Created" tiles outlive their Q/A.
+            const syntheticAnswers = draft.syntheticAnswersByChatSessionId[chatSessionId];
+            if (syntheticAnswers != null) {
+                draft.syntheticAnswersByChatSessionId[chatSessionId] =
+                    syntheticAnswers.filter((answer) => answer.sourceQuestionAnswerId !== questionAnswerId);
+            }
         },
     },
 });
@@ -493,5 +733,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: (0, zeniDayJS_1.date)(created_at),
     };
 };
-_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion;
+_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion, exports.updateAiCfoAnswerCardPolicyWizardPlan = _a.updateAiCfoAnswerCardPolicyWizardPlan, exports.appendSyntheticAiCfoAnswer = _a.appendSyntheticAiCfoAnswer, exports.updateSyntheticAiCfoAnswer = _a.updateSyntheticAiCfoAnswer, exports.removeSyntheticAiCfoAnswer = _a.removeSyntheticAiCfoAnswer, exports.clearSyntheticAiCfoAnswers = _a.clearSyntheticAiCfoAnswers;
 exports.default = aiCfo.reducer;

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

@@ -1,13 +1,16 @@
 import { ID } from '../../commonStateTypes/common';
-import { AiCfoQuestionWithAnswer, AiCfoState, ChatSession } from './aiCfoState';
+import { AiCfoQuestionWithAnswer, AiCfoState, ChatSession, SyntheticAiCfoAnswer } from './aiCfoState';
 export declare function getAllQuestionAnswersForChatSession(state: AiCfoState, chatSessionId: ID): AiCfoQuestionWithAnswer[];
 export declare function getQuestionAnswerByIdForChatSession(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): AiCfoQuestionWithAnswer | undefined;
 export declare function getAllQuestionsForChatSession(state: AiCfoState, chatSessionId: ID): string[];
 export interface AiCfoSelectorView {
     allSessionsWithOrderedQuestionAnswers: ChatSessionWithOrderedQuestionAnswers[];
+    syntheticAnswersByChatSessionId: Record<ID, SyntheticAiCfoAnswer[]>;
 }
 export interface ChatSessionWithOrderedQuestionAnswers {
     chatSession: ChatSession;
     questionAnswers: AiCfoQuestionWithAnswer[];
 }
 export declare function getAiCfoSelectorView(state: AiCfoState): AiCfoSelectorView;
+export declare function getSyntheticAiCfoAnswersForChatSession(state: AiCfoState, chatSessionId: ID): SyntheticAiCfoAnswer[];
+export declare function getSyntheticAiCfoAnswerByQuestionAnswerId(state: AiCfoState, chatSessionId: ID, questionAnswerId: ID): SyntheticAiCfoAnswer | undefined;