@zeniai/client-epic-state 5.0.93-beta0ND → 5.0.93-betaAK2

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

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

package/lib/commonStateTypes/amount.d.ts

@@ -7,3 +7,4 @@ export interface Amount extends Currency {
 }
 export declare const toAmount: (amount: number, currency_code: string, currency_symbol: string) => Amount;
 export declare const toAmountWC: (amount: number, currency: Currency) => Amount;
+export declare const zeroAmount: (currencyCode?: string, currencySymbol?: string) => Amount;

package/lib/commonStateTypes/amount.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toAmountWC = exports.toAmount = void 0;
+exports.zeroAmount = exports.toAmountWC = exports.toAmount = void 0;
 const toAmount = (amount, currency_code, currency_symbol) => ({
     amount: amount,
     currencyCode: currency_code,
@@ -10,3 +10,5 @@ exports.toAmount = toAmount;
 /* to amount with currency */
 const toAmountWC = (amount, currency) => (0, exports.toAmount)(amount, currency.currencyCode, currency.currencySymbol);
 exports.toAmountWC = toAmountWC;
+const zeroAmount = (currencyCode = 'USD', currencySymbol = '$') => (0, exports.toAmount)(0, currencyCode, currencySymbol);
+exports.zeroAmount = zeroAmount;

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" | "Welcome" | "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" | "ZeniAssist";
 export type AnimationFileName = ReturnType<typeof toAnimationsFileName>;

package/lib/commonStateTypes/animations.js

@@ -59,7 +59,6 @@ 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/workingDayHelper.d.ts

@@ -4,6 +4,15 @@ export declare const startDate = "2000-01-01";
 export declare const endDate = "2070-12-31";
 export declare const PAYMENT_BUSINESS_DAYS = 4;
 export declare const holidaysFormatted: string[];
+export type NextTransferFrequency = 'daily' | 'weekly' | 'biweekly' | 'monthly';
+/**
+ * Returns the next scheduled transfer date for a recurring transfer/sweep,
+ * given a frequency cadence. Advances by the cadence and then skips past
+ * weekends and US holidays. Used by both:
+ *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display "next transfer"
+ *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload
+ */
+export declare const getNextTransferDate: (frequency: NextTransferFrequency) => ZeniDate;
 export declare const getNextNthWorkingDay: (date: Date, filterDaysIndex: number[], numberOfWorkingDays: number) => Date;
 export declare const getPreviousNthWorkingDay: (date: Date, filterDaysIndex: number[], numberOfWorkingDays: number) => Date;
 export declare const isHolidayToday: (filterDaysIndex: number[]) => boolean;

package/lib/commonStateTypes/workingDayHelper.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.isHoliday = exports.getYearsList = exports.filterDays = exports.isHolidayToday = exports.getPreviousNthWorkingDay = exports.getNextNthWorkingDay = exports.holidaysFormatted = exports.PAYMENT_BUSINESS_DAYS = exports.endDate = exports.startDate = exports.standardFormat = void 0;
+exports.isHoliday = exports.getYearsList = exports.filterDays = exports.isHolidayToday = exports.getPreviousNthWorkingDay = exports.getNextNthWorkingDay = exports.getNextTransferDate = exports.holidaysFormatted = exports.PAYMENT_BUSINESS_DAYS = exports.endDate = exports.startDate = exports.standardFormat = void 0;
 const date_holidays_1 = __importDefault(require("date-holidays"));
 const zeniDayJS_1 = require("../zeniDayJS");
 exports.standardFormat = 'MM/DD/YYYY';
@@ -16,6 +16,33 @@ const holidays = dateHolidays
     .filter((holiday) => holiday.type === 'public' || holiday.type === 'bank')
     .map((holiday) => (0, zeniDayJS_1.date)(holiday.date).toDate()); // https://www.linkedin.com/pulse/fix-invalid-date-safari-ie-hatem-ahmad/
 exports.holidaysFormatted = holidays.map((holiday) => (0, zeniDayJS_1.date)(holiday.toDateString()).format(exports.standardFormat));
+/**
+ * Returns the next scheduled transfer date for a recurring transfer/sweep,
+ * given a frequency cadence. Advances by the cadence and then skips past
+ * weekends and US holidays. Used by both:
+ *   - `<ReviewAutoTransferRuleDrawer>` (web-c) for the display "next transfer"
+ *   - `saveAutoSweepSettingsEpic` for the `first_run_date` PUT payload
+ */
+const getNextTransferDate = (frequency) => {
+    const date = new Date();
+    if (frequency === 'daily') {
+        date.setDate(date.getDate() + 1);
+    }
+    else if (frequency === 'weekly') {
+        date.setDate(date.getDate() + 7);
+    }
+    else if (frequency === 'biweekly') {
+        date.setDate(date.getDate() + 14);
+    }
+    else if (frequency === 'monthly') {
+        date.setMonth(date.getMonth() + 1);
+    }
+    const isWeekend = date.getDay() === 0 || date.getDay() === 6;
+    const isHolidayDate = (0, exports.isHoliday)((0, zeniDayJS_1.date)(date.toDateString()));
+    const result = isWeekend || isHolidayDate ? (0, exports.getNextNthWorkingDay)(date, [0, 6], 1) : date;
+    return (0, zeniDayJS_1.date)(result.toDateString());
+};
+exports.getNextTransferDate = getNextTransferDate;
 const getNextNthWorkingDay = (date, filterDaysIndex, numberOfWorkingDays) => {
     const currentDate = new Date(date.toDateString());
     const holidaysFormatted = holidays.map((holiday) => (0, zeniDayJS_1.date)(holiday.toDateString()).format(exports.standardFormat));

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

@@ -12,74 +12,16 @@ 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 | InteractiveFormVisualizationPayload | null;
+    data: TableVisualizationPayload | ChartVisualizationPayload | null;
     type: string | null;
 }
 export interface AiCfoAnswerPayload {

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

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

package/lib/entity/aiCfo/aiCfoReducer.js

@@ -1,14 +1,13 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
+exports.deleteQuestion = exports.clearAiCfo = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.setChatHistory = exports.setSessions = exports.clearSession = exports.setNewSession = exports.toAiCfoVisualization = exports.initialAiCfoState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../zeniDayJS");
 const aiCfoState_1 = require("./aiCfoState");
 exports.initialAiCfoState = {
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
-    syntheticAnswersByChatSessionId: {},
 };
 // Utility: Merge two arrays of Q&A pairs, combining responses for the same question
 function mergeQuestionAnswerPairs(existing, newQAs) {
@@ -140,174 +139,12 @@ 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: normalizedType,
-        data: normalizedType === 'interactive_form'
-            ? toInteractiveFormVisualization(visualization.data)
-            : toAiCfoVisualizationData(visualization.data),
+        type: (0, aiCfoState_1.toAiCfoVisualizationTypeStrict)(visualization.type) ?? 'table',
+        data: toAiCfoVisualizationData(visualization.data),
     };
 };
 exports.toAiCfoVisualization = toAiCfoVisualization;
-const toInteractiveFormVisualization = (data) => {
-    // When `form_type` is missing / mistyped, 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
@@ -541,8 +378,10 @@ const aiCfo = (0, toolkit_1.createSlice)({
             // Update state - append new complete Q&As to existing ones
             session.questionAnswers = mergeQuestionAnswerPairs(session.questionAnswers, completeQAs);
         },
-        // Upserts the response block when `questionAnswerId` exists; otherwise adds the Q/A
-        // entry. Used for push notification payloads that may introduce a new question.
+        /**
+         * 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.
+         */
         upsertOrAddQuestionAnswerPayload(draft, action) {
             const { chatSessionId, questionAnswerId, question: { questionId, createdAt, text }, answerPayload, userId, insertQuestionAnswer, } = action.payload;
             const session = draft.aiCfoByChatSessionId[chatSessionId];
@@ -619,82 +458,10 @@ 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];
-            delete draft.syntheticAnswersByChatSessionId[sessionId];
+            // Clear partial Q&A if it belongs to the cleared session
             if (draft.partialQuestionAnswers?.[sessionId] != null) {
                 draft.partialQuestionAnswers[sessionId] = undefined;
             }
@@ -702,7 +469,6 @@ const aiCfo = (0, toolkit_1.createSlice)({
         clearAiCfo(draft) {
             draft.aiCfoByChatSessionId = {};
             draft.partialQuestionAnswers = {};
-            draft.syntheticAnswersByChatSessionId = {};
         },
         deleteQuestion(draft, action) {
             const { chatSessionId, questionAnswerId } = action.payload;
@@ -715,12 +481,6 @@ 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);
-            }
         },
     },
 });
@@ -733,5 +493,5 @@ const toChatSession = (chatSessionPayload) => {
         createdAt: (0, zeniDayJS_1.date)(created_at),
     };
 };
-_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion, exports.updateAiCfoAnswerCardPolicyWizardPlan = _a.updateAiCfoAnswerCardPolicyWizardPlan, exports.appendSyntheticAiCfoAnswer = _a.appendSyntheticAiCfoAnswer, exports.updateSyntheticAiCfoAnswer = _a.updateSyntheticAiCfoAnswer, exports.removeSyntheticAiCfoAnswer = _a.removeSyntheticAiCfoAnswer, exports.clearSyntheticAiCfoAnswers = _a.clearSyntheticAiCfoAnswers;
+_a = aiCfo.actions, exports.setNewSession = _a.setNewSession, exports.clearSession = _a.clearSession, exports.setSessions = _a.setSessions, exports.setChatHistory = _a.setChatHistory, exports.upsertAnswerPayload = _a.upsertAnswerPayload, exports.upsertOrAddQuestionAnswerPayload = _a.upsertOrAddQuestionAnswerPayload, exports.addQuestionPayload = _a.addQuestionPayload, exports.clearAiCfo = _a.clearAiCfo, exports.deleteQuestion = _a.deleteQuestion;
 exports.default = aiCfo.reducer;

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

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

package/lib/entity/aiCfo/aiCfoSelector.js

@@ -4,8 +4,6 @@ exports.getAllQuestionAnswersForChatSession = getAllQuestionAnswersForChatSessio
 exports.getQuestionAnswerByIdForChatSession = getQuestionAnswerByIdForChatSession;
 exports.getAllQuestionsForChatSession = getAllQuestionsForChatSession;
 exports.getAiCfoSelectorView = getAiCfoSelectorView;
-exports.getSyntheticAiCfoAnswersForChatSession = getSyntheticAiCfoAnswersForChatSession;
-exports.getSyntheticAiCfoAnswerByQuestionAnswerId = getSyntheticAiCfoAnswerByQuestionAnswerId;
 function getAllQuestionAnswersForChatSession(state, chatSessionId) {
     const arr = state.aiCfoByChatSessionId[chatSessionId]?.questionAnswers ?? [];
     return arr
@@ -40,21 +38,5 @@ function getAiCfoSelectorView(state) {
             : [],
     }))
         .sort((a, b) => b.chatSession.createdAt.valueOf() - a.chatSession.createdAt.valueOf());
-    return {
-        allSessionsWithOrderedQuestionAnswers,
-        syntheticAnswersByChatSessionId: state.syntheticAnswersByChatSessionId ?? {},
-    };
-}
-function getSyntheticAiCfoAnswersForChatSession(state, chatSessionId) {
-    const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId] ?? [];
-    return arr
-        .slice()
-        .sort((a, b) => a.createdAt.valueOf() - b.createdAt.valueOf());
-}
-function getSyntheticAiCfoAnswerByQuestionAnswerId(state, chatSessionId, questionAnswerId) {
-    const arr = state.syntheticAnswersByChatSessionId?.[chatSessionId];
-    if (arr == null) {
-        return undefined;
-    }
-    return arr.find((answer) => answer.sourceQuestionAnswerId === questionAnswerId);
+    return { allSessionsWithOrderedQuestionAnswers };
 }