@zeniai/client-epic-state 5.0.93-betaAK1 → 5.0.93

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToAiCardPolicyDraft.js

@@ -0,0 +1,113 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.applyExtractedPolicyToAiCardPolicyDraft = void 0;
+const cardPolicyChipIds_1 = require("./cardPolicyChipIds");
+const cardPolicyFormDraftTypes_1 = require("./cardPolicyFormDraftTypes");
+// Touches only the slices the extract API populates (vendor/category/limits);
+// `cardSelections` + `policiesReview` are preserved (seeded separately).
+const applyExtractedPolicyToAiCardPolicyDraft = ({ extracted, current, vendorSearchOptions, categorySearchOptions, }) => ({
+    ...current,
+    vendorPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.merchantNames,
+        blockList: extracted.blockedEntity.merchantNames,
+        currentAllowItems: current.vendorPolicy.allowItems,
+        currentBlockItems: current.vendorPolicy.blockItems,
+        universe: vendorSearchOptions,
+        matchOnCode: false,
+    }),
+    categoryPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.categoryCodes,
+        blockList: extracted.blockedEntity.categoryCodes,
+        currentAllowItems: current.categoryPolicy.allowItems,
+        currentBlockItems: current.categoryPolicy.blockItems,
+        universe: categorySearchOptions,
+        matchOnCode: true,
+    }),
+    limits: buildLimitRows({
+        current: current.limits,
+        transactionLimit: extracted.transactionLimit,
+        requiredReceiptThreshold: extracted.requiredReceiptThreshold,
+    }),
+});
+exports.applyExtractedPolicyToAiCardPolicyDraft = applyExtractedPolicyToAiCardPolicyDraft;
+const buildAllowBlockField = ({ allowList, blockList, currentAllowItems, currentBlockItems, universe, matchOnCode, }) => {
+    const allowItems = buildSideItems({
+        selectedValues: allowList,
+        currentItems: currentAllowItems,
+        universe,
+        matchOnCode,
+    });
+    const blockItems = buildSideItems({
+        selectedValues: blockList,
+        currentItems: currentBlockItems,
+        universe,
+        matchOnCode,
+    });
+    const mode = allowList.length === 0 && blockList.length > 0 ? 'block' : 'allow';
+    return { mode, allowItems, blockItems };
+};
+const buildSideItems = ({ selectedValues, currentItems, universe, matchOnCode, }) => {
+    const selectedKeys = new Set(selectedValues
+        .map((value) => normalizeKey(value))
+        .filter((key) => key != null));
+    const items = [];
+    const seenIds = new Set();
+    for (const item of currentItems) {
+        const key = normalizeKey(matchOnCode ? item.optionalCode : item.label);
+        const isSelected = key != null && selectedKeys.has(key);
+        items.push({ ...item, isSelected });
+        seenIds.add(item.id);
+        if (isSelected && key != null) {
+            selectedKeys.delete(key);
+        }
+    }
+    for (const option of universe) {
+        if (selectedKeys.size === 0) {
+            break;
+        }
+        const key = normalizeKey(matchOnCode ? option.optionalCode : option.label);
+        if (key == null || !selectedKeys.has(key) || seenIds.has(option.id)) {
+            continue;
+        }
+        items.push({ ...option, isSelected: true });
+        seenIds.add(option.id);
+        selectedKeys.delete(key);
+    }
+    for (const value of selectedValues) {
+        const key = normalizeKey(value);
+        if (key == null || !selectedKeys.has(key)) {
+            continue;
+        }
+        const id = matchOnCode
+            ? (0, cardPolicyChipIds_1.buildMccCategoryChipId)(value)
+            : (0, cardPolicyChipIds_1.buildVendorChipId)(value);
+        if (seenIds.has(id)) {
+            continue;
+        }
+        items.push({
+            id,
+            label: value,
+            isSelected: true,
+            ...(matchOnCode ? { optionalCode: value } : {}),
+        });
+        seenIds.add(id);
+        selectedKeys.delete(key);
+    }
+    return items;
+};
+const buildLimitRows = ({ current, transactionLimit, requiredReceiptThreshold, }) => current.map((row) => {
+    if (row.id === cardPolicyFormDraftTypes_1.CARD_POLICY_LIMIT_ROW_ID_TRANSACTION) {
+        return amountToLimitRow(row, transactionLimit);
+    }
+    if (row.id === cardPolicyFormDraftTypes_1.CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT) {
+        return amountToLimitRow(row, requiredReceiptThreshold);
+    }
+    return row;
+});
+const amountToLimitRow = (row, amount) => {
+    if (amount > 0) {
+        return { ...row, isEnabled: true, amount };
+    }
+    return { ...row, isEnabled: false, amount: row.amount };
+};
+const normalizeKey = (value) => value == null || value.length === 0 ? undefined : value.toLowerCase().trim();

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToDraftEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { Observable } from 'rxjs';
+import { updatePolicyDocumentExtractionSuccess } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { RootState } from '../../../../../reducer';
+import { applyExtractedPolicyToAiCardPolicyDraft, applyExtractedPolicyToManualCardPolicyDraft } from './createCardPolicyReducer';
+export type ActionType = ReturnType<typeof applyExtractedPolicyToAiCardPolicyDraft> | ReturnType<typeof applyExtractedPolicyToManualCardPolicyDraft>;
+type InboundAction = ReturnType<typeof updatePolicyDocumentExtractionSuccess>;
+export declare const applyExtractedPolicyToDraftEpic: (actions$: ActionsObservable<InboundAction>, state$: StateObservable<RootState>) => Observable<ActionType>;
+export {};

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToDraftEpic.js

@@ -0,0 +1,48 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.applyExtractedPolicyToDraftEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const cardPolicyReducer_1 = require("../../../../../entity/cardPolicy/cardPolicyReducer");
+const cardPolicyChipIds_1 = require("./cardPolicyChipIds");
+const cardPolicyFormDraftTypes_1 = require("./cardPolicyFormDraftTypes");
+const createCardPolicyReducer_1 = require("./createCardPolicyReducer");
+const toExtractedView = (rules) => ({
+    allowedEntity: {
+        categoryCodes: rules.allowedEntity.categoryCodes ?? [],
+        merchantNames: rules.allowedEntity.merchantNames ?? [],
+    },
+    blockedEntity: {
+        categoryCodes: rules.blockedEntity.categoryCodes ?? [],
+        merchantNames: rules.blockedEntity.merchantNames ?? [],
+    },
+    confidenceScore: rules.confidenceScore,
+    policyName: rules.policyName,
+    requiredReceiptThreshold: rules.requiredReceiptThreshold,
+    transactionLimit: rules.transactionLimit,
+});
+const readVendorSearchOptions = (state) => state.cardPolicyState.vendorSearch.vendors.map((vendor) => (0, cardPolicyChipIds_1.toVendorChipFieldValue)(vendor.name, false));
+const readCategorySearchOptions = (state) => state.cardPolicyState.mccCategories.map((category) => (0, cardPolicyChipIds_1.toMccCategoryChipFieldValue)((0, cardPolicyFormDraftTypes_1.toMccCategoryLike)(category), false));
+// Routes extract success to the AI or manual draft based on `aiCfoAnswerId`,
+// pulling vendor/category universes from CES so any caller wires up automatically.
+// AI step_5 review chips are patched separately by `policyRecommendationFromUploadEpic`.
+const applyExtractedPolicyToDraftEpic = (actions$, state$) => actions$.pipe((0, operators_1.mergeMap)((action) => {
+    if (!cardPolicyReducer_1.updatePolicyDocumentExtractionSuccess.match(action)) {
+        return rxjs_1.EMPTY;
+    }
+    const state = state$.value;
+    const extraction = state.cardPolicyState.policyDocumentExtraction;
+    const rules = extraction.extractedRules;
+    if (rules == null) {
+        return rxjs_1.EMPTY;
+    }
+    const extracted = toExtractedView(rules);
+    const vendorSearchOptions = readVendorSearchOptions(state);
+    const categorySearchOptions = readCategorySearchOptions(state);
+    const payload = { extracted, vendorSearchOptions, categorySearchOptions };
+    if (extraction.aiCfoAnswerId != null) {
+        return (0, rxjs_1.of)((0, createCardPolicyReducer_1.applyExtractedPolicyToAiCardPolicyDraft)(payload));
+    }
+    return (0, rxjs_1.of)((0, createCardPolicyReducer_1.applyExtractedPolicyToManualCardPolicyDraft)(payload));
+}));
+exports.applyExtractedPolicyToDraftEpic = applyExtractedPolicyToDraftEpic;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToManualCardPolicyDraft.d.ts

@@ -0,0 +1,8 @@
+import { CardPolicyChipFieldValue, CardPolicyCreateFormDraft, ExtractedCardPolicyDataView } from './cardPolicyFormDraftTypes';
+export interface ApplyExtractedPolicyToManualCardPolicyDraftArgs {
+    categorySearchOptions: CardPolicyChipFieldValue[];
+    current: CardPolicyCreateFormDraft;
+    extracted: ExtractedCardPolicyDataView;
+    vendorSearchOptions: CardPolicyChipFieldValue[];
+}
+export declare const applyExtractedPolicyToManualCardPolicyDraft: ({ extracted, current, vendorSearchOptions, categorySearchOptions, }: ApplyExtractedPolicyToManualCardPolicyDraftArgs) => CardPolicyCreateFormDraft;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyExtractedPolicyToManualCardPolicyDraft.js

@@ -0,0 +1,115 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.applyExtractedPolicyToManualCardPolicyDraft = void 0;
+const cardPolicyChipIds_1 = require("./cardPolicyChipIds");
+const cardPolicyFormDraftTypes_1 = require("./cardPolicyFormDraftTypes");
+// Mirrors the AI variant plus name overwrite from `extracted.policyName`;
+// description / mode / cardSelections are preserved (extract API doesn't return them).
+const applyExtractedPolicyToManualCardPolicyDraft = ({ extracted, current, vendorSearchOptions, categorySearchOptions, }) => ({
+    ...current,
+    name: extracted.policyName ?? current.name,
+    description: current.description,
+    vendorPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.merchantNames,
+        blockList: extracted.blockedEntity.merchantNames,
+        currentAllowItems: current.vendorPolicy.allowItems,
+        currentBlockItems: current.vendorPolicy.blockItems,
+        universe: vendorSearchOptions,
+        matchOnCode: false,
+    }),
+    categoryPolicy: buildAllowBlockField({
+        allowList: extracted.allowedEntity.categoryCodes,
+        blockList: extracted.blockedEntity.categoryCodes,
+        currentAllowItems: current.categoryPolicy.allowItems,
+        currentBlockItems: current.categoryPolicy.blockItems,
+        universe: categorySearchOptions,
+        matchOnCode: true,
+    }),
+    limits: buildLimitRows({
+        current: current.limits,
+        transactionLimit: extracted.transactionLimit,
+        requiredReceiptThreshold: extracted.requiredReceiptThreshold,
+    }),
+});
+exports.applyExtractedPolicyToManualCardPolicyDraft = applyExtractedPolicyToManualCardPolicyDraft;
+const buildAllowBlockField = ({ allowList, blockList, currentAllowItems, currentBlockItems, universe, matchOnCode, }) => {
+    const allowItems = buildSideItems({
+        selectedValues: allowList,
+        currentItems: currentAllowItems,
+        universe,
+        matchOnCode,
+    });
+    const blockItems = buildSideItems({
+        selectedValues: blockList,
+        currentItems: currentBlockItems,
+        universe,
+        matchOnCode,
+    });
+    const mode = allowList.length === 0 && blockList.length > 0 ? 'block' : 'allow';
+    return { mode, allowItems, blockItems };
+};
+const buildSideItems = ({ selectedValues, currentItems, universe, matchOnCode, }) => {
+    const selectedKeys = new Set(selectedValues
+        .map((value) => normalizeKey(value))
+        .filter((key) => key != null));
+    const items = [];
+    const seenIds = new Set();
+    for (const item of currentItems) {
+        const key = normalizeKey(matchOnCode ? item.optionalCode : item.label);
+        const isSelected = key != null && selectedKeys.has(key);
+        items.push({ ...item, isSelected });
+        seenIds.add(item.id);
+        if (isSelected && key != null) {
+            selectedKeys.delete(key);
+        }
+    }
+    for (const option of universe) {
+        if (selectedKeys.size === 0) {
+            break;
+        }
+        const key = normalizeKey(matchOnCode ? option.optionalCode : option.label);
+        if (key == null || !selectedKeys.has(key) || seenIds.has(option.id)) {
+            continue;
+        }
+        items.push({ ...option, isSelected: true });
+        seenIds.add(option.id);
+        selectedKeys.delete(key);
+    }
+    for (const value of selectedValues) {
+        const key = normalizeKey(value);
+        if (key == null || !selectedKeys.has(key)) {
+            continue;
+        }
+        const id = matchOnCode
+            ? (0, cardPolicyChipIds_1.buildMccCategoryChipId)(value)
+            : (0, cardPolicyChipIds_1.buildVendorChipId)(value);
+        if (seenIds.has(id)) {
+            continue;
+        }
+        items.push({
+            id,
+            label: value,
+            isSelected: true,
+            ...(matchOnCode ? { optionalCode: value } : {}),
+        });
+        seenIds.add(id);
+        selectedKeys.delete(key);
+    }
+    return items;
+};
+const buildLimitRows = ({ current, transactionLimit, requiredReceiptThreshold, }) => current.map((row) => {
+    if (row.id === cardPolicyFormDraftTypes_1.CARD_POLICY_LIMIT_ROW_ID_TRANSACTION) {
+        return amountToLimitRow(row, transactionLimit);
+    }
+    if (row.id === cardPolicyFormDraftTypes_1.CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT) {
+        return amountToLimitRow(row, requiredReceiptThreshold);
+    }
+    return row;
+});
+const amountToLimitRow = (row, amount) => {
+    if (amount > 0) {
+        return { ...row, isEnabled: true, amount };
+    }
+    return { ...row, isEnabled: false, amount: row.amount };
+};
+const normalizeKey = (value) => value == null || value.length === 0 ? undefined : value.toLowerCase().trim();

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyUploadPlanToAiCardPolicyDraft.d.ts

@@ -0,0 +1,13 @@
+import { CardPolicyUploadSource, CardPolicyWizardPlan } from '../../../../../entity/aiCfo/aiCfoState';
+import { AiCardPolicyFormDraftSeedContext, CardPolicyFormDraft } from './cardPolicyFormDraftTypes';
+export interface ApplyUploadPlanToAiCardPolicyDraftArgs {
+    context: AiCardPolicyFormDraftSeedContext;
+    current: CardPolicyFormDraft;
+    wizardPlan: CardPolicyWizardPlan;
+    source?: CardPolicyUploadSource;
+}
+export interface ApplyUploadPlanToAiCardPolicyDraftResult {
+    context: AiCardPolicyFormDraftSeedContext;
+    draft: CardPolicyFormDraft;
+}
+export declare const applyUploadPlanToAiCardPolicyDraft: ({ current, context, wizardPlan, source, }: ApplyUploadPlanToAiCardPolicyDraftArgs) => ApplyUploadPlanToAiCardPolicyDraftResult;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyUploadPlanToAiCardPolicyDraft.js

@@ -0,0 +1,29 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.applyUploadPlanToAiCardPolicyDraft = void 0;
+const buildAiCardPolicyFormDraftSeed_1 = require("./buildAiCardPolicyFormDraftSeed");
+// Re-derives Step 5 review from a fresh `wizardPlan` while preserving the
+// user's Step 2 `cardSelections` and Step 1 `limits`. No-op outside upload mode.
+const applyUploadPlanToAiCardPolicyDraft = ({ current, context, wizardPlan, source, }) => {
+    if (current.policyKind !== 'upload') {
+        return { draft: current, context };
+    }
+    const policiesReview = (0, buildAiCardPolicyFormDraftSeed_1.buildUploadReviewRows)(wizardPlan.step5Review.draftPolicies, context.cardsMasterList, context.categorySearchOptions);
+    return {
+        draft: {
+            ...current,
+            policiesReview,
+        },
+        context: {
+            ...context,
+            wizardPlan,
+            source: source ?? context.source,
+            suggestedPoliciesSeed: wizardPlan.step5Review.draftPolicies.map((draft) => ({
+                id: draft.id,
+                name: draft.name,
+                isChecked: true,
+            })),
+        },
+    };
+};
+exports.applyUploadPlanToAiCardPolicyDraft = applyUploadPlanToAiCardPolicyDraft;

package/lib/view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed.d.ts

@@ -0,0 +1,14 @@
+import { CardPolicyDraftPolicy, CardPolicyInitialData } from '../../../../../entity/aiCfo/aiCfoState';
+import { AiCardPolicyFormDraftSeedContext, CardPolicyCardSelectionRow, CardPolicyDefaultSeedSuggestions, CardPolicyFormDraft, CardPolicyLimitFieldValue, CardPolicyReviewRow, MccCategoryLike } from './cardPolicyFormDraftTypes';
+export interface BuildAiCardPolicyFormDraftSeedArgs extends CardPolicyDefaultSeedSuggestions {
+    initialData: CardPolicyInitialData;
+    cardsMasterList?: CardPolicyCardSelectionRow[];
+    categorySearchOptions?: MccCategoryLike[];
+}
+export interface BuildAiCardPolicyFormDraftSeedResult {
+    context: AiCardPolicyFormDraftSeedContext;
+    draft: CardPolicyFormDraft;
+}
+export declare const buildEmptyLimitRows: () => CardPolicyLimitFieldValue[];
+export declare const buildAiCardPolicyFormDraftSeed: ({ initialData, cardsMasterList, categorySearchOptions, suggestedAllowMerchants, suggestedBlockMerchants, suggestedAllowCategories, suggestedBlockCategories, }: BuildAiCardPolicyFormDraftSeedArgs) => BuildAiCardPolicyFormDraftSeedResult;
+export declare const buildUploadReviewRows: (draftPolicies: CardPolicyDraftPolicy[], cardsMasterList: CardPolicyCardSelectionRow[], categorySearchOptions: MccCategoryLike[] | undefined) => CardPolicyReviewRow[];