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

package/lib/esm/index.js

@@ -23,7 +23,7 @@ import { SCHEDULE_DAYS_OF_MONTH, convertToPeriod, toAbsoluteDay, toMonth, toMont
 import { mapTimePeriodtoTimeframeTick, toTimePeriod, toTimeframeTick, } from './commonStateTypes/timeframeTick';
 import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport, } from './commonStateTypes/viewAndReport/reportIDHelper';
 import { toReportFormatStrict, toReportID, } from './commonStateTypes/viewAndReport/viewAndReport';
-import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getNextTransferDate, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
+import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday, } from './commonStateTypes/workingDayHelper';
 import { getAllAccounts, getTransactionFilterAccountOptions, } from './entity/account/accountSelector';
 import { toAccountType, toReconciliationAccountSource, } from './entity/account/accountState';
 import { getAccountGroupKey, toAccountGroupType, } from './entity/accountGroup/accountGroupState';
@@ -303,7 +303,7 @@ import { closeChargeCard, completeCVVActivationWait, completeDebitCardSetPinWait
 import { getChargeCardCVVActivateView, getChargeCardControlDetailView, getChargeCardDetailView, getChargeCardRecurringExpensesView, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getDepositAccountLimitFetchStateByDepositAccountId, } from './view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetailSelector';
 import { toChargeCardSortKeyType, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardList';
 import { closeChargeCards, fetchChargeCardList, fetchChargeCardListPage, fetchCreditAccount, fetchCreditAccountRepayment, fetchDebitCardSummary, lockChargeCards, resendCardInvite, revokeCardInvite, revokeChargeCardsInvite, unlockChargeCards, updateBulkActionCardIds, updateSearchText as updateChargeCardListSearchText, updateChargeCardListUIState, updateChargeCardsSpendLimit, updateCreditAccountBalanceFromPusher, updateRowActionCardId, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListReducer';
-import { anyCardOnHold, getChargeCardBulkActionView, getChargeCardListView, getChargeCardRecurringExpensesByCardIds, getChargeCardRowActionView, getCreditAccountDetails, getDebitCardList, getDebitCardSummary, getDepositAccountListWithDebitCardIssued, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector';
+import { anyCardOnHold, getAllChargeCardsWithUser, getChargeCardBulkActionView, getChargeCardListView, getChargeCardRecurringExpensesByCardIds, getChargeCardRowActionView, getCreditAccountDetails, getDebitCardList, getDebitCardSummary, getDepositAccountListWithDebitCardIssued, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, } from './view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector';
 import { PAYMENT_HISTORY_FILTER_CATEGORIES, } from './view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistory';
 import { getChargeCardPaymentHistoryDownloadReport, } from './view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryDownloadSelector';
 import { getPaymentHistorySourceAccountName, getPaymentStatusDisplayText, } from './view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistoryHelpers';
@@ -315,8 +315,12 @@ import { acceptChargeCardTerms, enableChargeCardAutoPay, expressInterestInCharge
 import { getChargeCardBusinessVerificationDetails, getChargeCardSetupViewDetails, } from './view/spendManagement/chargeCards/chargeCardSetUp/chargeCardSetUpViewSelector';
 import { fetchChargeCardStatementList } from './view/spendManagement/chargeCards/chargeCardStatementList/chargeCardStatementListReducer';
 import { getChargeCardStatements, } from './view/spendManagement/chargeCards/chargeCardStatementList/chargeCardStatementListSelector';
-import { fetchDepositAccountListForCards, fetchIssueCardPage, issueChargeCards, resetIssueChargeCardForm, updateChargeCardsLocalStore, updateCustomAddressId, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer';
-import { getIssueChargeCardView, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
+import { applyAiCardCreationFormDraftUpdate, } from './view/spendManagement/chargeCards/issueChargeCard/applyAiCardCreationFormDraftUpdate';
+import { buildAiCardCreationFormDraftSeed, } from './view/spendManagement/chargeCards/issueChargeCard/buildAiCardCreationFormDraftSeed';
+import { deriveAiCardRowsFromTeams, } from './view/spendManagement/chargeCards/issueChargeCard/deriveAiCardRowsFromTeams';
+import { clearAiCardCreationFormDraft, fetchDepositAccountListForCards, fetchIssueCardPage, issueChargeCards, resetIssueChargeCardForm, seedAiCardCreationFormDraft, updateAiCardCreationFormDraft, updateChargeCardsLocalStore, updateCustomAddressId, updateLastIssuedCardIds, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer';
+import { getAiCardCreationFormDraft, getInFlightIssueChargeCardsCount, getIssueChargeCardView, getIssueChargeCardsSaveStatus, getLastIssueChargeCardsSourceChatSessionId, getLastIssuedChargeCardIds, selectIssueChargeCardLocalDataFromDraft, } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector';
+import { toIssueChargeCardLocalDataFromDraft } from './view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft';
 import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, } from './view/spendManagement/commonSetup/setupViewReducer';
 import { getBusinessVerificationDetails, getCommonSetupViewDetails, } from './view/spendManagement/commonSetup/setupViewSelector';
 import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, getCompanyOnboardingSubIndustryCodesForIndustry, } from './view/spendManagement/commonSetup/types/businessVerification';
@@ -580,7 +584,7 @@ export { deleteRemi, fetchRemiDetail, cancelAndDeleteRemi, approveOrRejectRemi,
 export { getEditRemiDetail, };
 export { fetchEditRemiDetailPage, fetchRecommendationsAndUpdateMerchantRecommendations, fetchRemiAndInitializeLocalStore, initializeRemiToLocalStore, saveRemiUpdatesToLocalStore, fetchCurrencyConversionValue, discardRemiUpdatesInLocalStore, removeFileFromRemiUpdatesInLocalStore, saveRemiDetail, saveRemiSuccessOrFailure, parseReceiptsToRemi, clearEditRemiViewDetail, updateAddRemiAutoFields, updateUploadFetchState, updateTentativeMerchantNames, clearTentativeMerchantName, updateReimbursementType, updateHomeCurrencyConversion, clearAddRemiAutoFields, };
 export { reduceFetchState, reduceFetchStateParallelTimeframes, reduceAnyFetchState, reduceAllFetchState, reduceAnyCompletedFetchState, isAnyFetchInProgress, isAllFetchCompleted, ALL_FILE_TYPES, toFileTypeStrict, };
-export { getNextNthWorkingDay, getNextTransferDate, getPreviousNthWorkingDay, isHolidayToday, filterDays, getYearsList, isHoliday, holidaysFormatted, PAYMENT_BUSINESS_DAYS, };
+export { getNextNthWorkingDay, getPreviousNthWorkingDay, isHolidayToday, filterDays, getYearsList, isHoliday, holidaysFormatted, PAYMENT_BUSINESS_DAYS, };
 export { fetchCompanyOnboardingView, fetchQBOConnectionPool, updateQBOConnectionPoolExternalConnection, fetchOnboardingCompletedCompanies, saveOnboardingCustomerCompletedStatus, toProductType, toProductTypeStrict, getOnboardingCockpitView, getNewOnboardingCustomerView, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, clearOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdateData, updateOnboardingCustomerListUIState, updateCustomerCreationStatus, updateStatusAfterOnboardingCompleted, saveOnboardingCustomerViewUpdates, saveOnboardingCustomerNotes, saveOnboardingCustomerDataInLocalStore, updateOnboardingCustomerDataInLocalStore, resetNewOnboardedCustomerId, sendOnboardingCustomerViewInvite, retryBankAccountConnectionForOnboarding, };
 export { getTransactionsListByCategoryType, getTransactionListUIStateByCategoryType, };
 export { getChangedLineItemCountFromLocalData, isAccountUncategorized };
@@ -609,7 +613,7 @@ export { fetchUserRoleConfig, getUserRoleConfig };
 export { getCompanyHealthMetricConfig, fetchCompanyHealthMetricConfig, };
 export { updateCompaniesHealth, updateCompanyHealth, };
 export { clearCompanyHealthMetricView, fetchCompanyHealthMetricView, initializeCompanyHealthMetricViewLocalData, removeSelectedCompanyId, saveCompanyHealthMetricById, updateCompanyHealthMetricLocalStore, updateCompanyHealthMetricViewErrorStatus, updateCompanyHealthMetricViewSuccessStatus, updateCompanyHealthViewUIState, };
-export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPusher, updateChargeCardSpendingFromPusher, updateChargeCardTransactionStatusFromPusher, updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateCreditAccountBalanceFromPusher, addChargeCardTransactionFromPusher, addDeclinedChargeCardTransactionFromPusher, attachmentFilePathToAttachment, isCompanyRunwayInfinite, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, companyHealthMetricDropDownOptions, getChargeCardBusinessVerificationDetails, fetchDebitCardSummary, fetchChargeCardList, fetchChargeCardListPage, fetchChargeCardConfig, fetchCreditAccount, fetchCreditAccountRepayment, getChargeCardListView, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, clearChargeCardRepaymentDetail, fetchChargeCardRepaymentDetail, initiateChargeCardRepayment, updateChargeCardRepaymentLocalStore, getChargeCardRepaymentDetail, fetchChargeCardPaymentPage, fetchChargeCardPaymentHistory, updatePaymentHistoryDownloadUIState, updatePaymentHistoryFilters, updatePaymentHistorySearchText, updatePaymentHistoryUIState, getChargeCardPaymentHistoryDownloadReport, getChargeCardPaymentHistoryView, getPaymentHistorySourceAccountName, getPaymentStatusDisplayText, PAYMENT_HISTORY_FILTER_CATEGORIES, getCreditAccountDetails, fetchChargeCardDetailPage, fetchChargeCardDetail, fetchChargeCardTransactionStatistics, fetchDepositAccountLimit, getChargeCardDetailView, getChargeCardControlDetailView, getDepositAccountLimitFetchStateByDepositAccountId, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getChargeCardRecurringExpensesByCardIds, getChargeCardRecurringExpensesView, getChargeCardRowActionView, getChargeCardBulkActionView, getChargeCardCVVActivateView, fetchChargeCardTransactionList, fetchCashbackDetail, toChargeCardSortKeyType, getCashbackDetail, getZeniDateFromPeriod, toCreditLimitFrequencyCodeType, getDepositAccountListWithDebitCardIssued, getIssueChargeCardView, getChargeCardSetupViewDetails, fetchChargeCardStatementList, getChargeCardStatements, fetchChargeCardSetupView, enableChargeCardAutoPay, acceptChargeCardTerms, expressInterestInChargeCard, getDepositAccountLimitForChargeCardByDepositAccountId, toCardAddressType, toShippingAddressType, toCardType, issueChargeCards, fetchIssueCardPage, fetchDepositAccountListForCards, getDebitCardList, getDebitCardSummary, updateCustomAddressId, updateChargeCardsLocalStore, resetIssueChargeCardForm, updateBulkActionCardIds, updateChargeCardListSearchText, updateChargeCardListUIState, updateCashbackDetailUIState, updateChargeCardDetail, updatePhysicalChargeCardAttempt, lockChargeCard, unlockChargeCard, closeChargeCard, updateChargeCardName, getCardUserOnboardingView, initializeCardUserOnboardingLocalData, updateCardUserOnboardingLocalData, saveCardOnboardingUserDetails, updateChargeCardTransactionUploadReceiptsFetchStatus, completeDebitCardSetPinWait, startDebitCardSetPinWait, updateDebitCardPinAttempt, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionIsViewReceiptClicked, fetchChargeCardTransactionAttachments, completeCVVActivationWait, startCVVActivationWait, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, resendCardInvite, revokeCardInvite, updateRowActionCardId, revokeChargeCardsInvite, lockChargeCards, unlockChargeCards, closeChargeCards, updateChargeCardsSpendLimit, fetchChargeCardsRecurringExpenses, startCardUserOnboardingActivationWait, completeCardUserOnboardingActivationWait, setFirstViewAfterActivation, setFirstViewCompleteAfterActivation, setCurrentDisplayedCardId, getChargeCardById, anyCardOnHold, };
+export { updateChargeCardTransactionAttachments, updateChargeCardStatusFromPusher, updateChargeCardSpendingFromPusher, updateChargeCardTransactionStatusFromPusher, updateChargeCardTransactionFromPusher, updateChargeCardTransactionReceiptFromPusher, updateCreditAccountBalanceFromPusher, addChargeCardTransactionFromPusher, addDeclinedChargeCardTransactionFromPusher, attachmentFilePathToAttachment, isCompanyRunwayInfinite, getCompanyHealthMetricView, hasCompanyHealthMetricFormFieldChanged, companyHealthMetricDropDownOptions, getChargeCardBusinessVerificationDetails, fetchDebitCardSummary, fetchChargeCardList, fetchChargeCardListPage, fetchChargeCardConfig, fetchCreditAccount, fetchCreditAccountRepayment, getAllChargeCardsWithUser, getChargeCardListView, getMyPendingActivationChargeCardListView, getMyRequestOnHoldChargeCardListWithShippingAddress, clearChargeCardRepaymentDetail, fetchChargeCardRepaymentDetail, initiateChargeCardRepayment, updateChargeCardRepaymentLocalStore, getChargeCardRepaymentDetail, fetchChargeCardPaymentPage, fetchChargeCardPaymentHistory, updatePaymentHistoryDownloadUIState, updatePaymentHistoryFilters, updatePaymentHistorySearchText, updatePaymentHistoryUIState, getChargeCardPaymentHistoryDownloadReport, getChargeCardPaymentHistoryView, getPaymentHistorySourceAccountName, getPaymentStatusDisplayText, PAYMENT_HISTORY_FILTER_CATEGORIES, getCreditAccountDetails, fetchChargeCardDetailPage, fetchChargeCardDetail, fetchChargeCardTransactionStatistics, fetchDepositAccountLimit, getChargeCardDetailView, getChargeCardControlDetailView, getDepositAccountLimitFetchStateByDepositAccountId, getChargeCardTransactionAttachmentView, getDebitCardSetPinView, getChargeCardRecurringExpensesByCardIds, getChargeCardRecurringExpensesView, getChargeCardRowActionView, getChargeCardBulkActionView, getChargeCardCVVActivateView, fetchChargeCardTransactionList, fetchCashbackDetail, toChargeCardSortKeyType, getCashbackDetail, getZeniDateFromPeriod, toCreditLimitFrequencyCodeType, getDepositAccountListWithDebitCardIssued, getInFlightIssueChargeCardsCount, getIssueChargeCardView, getIssueChargeCardsSaveStatus, getLastIssueChargeCardsSourceChatSessionId, getLastIssuedChargeCardIds, clearAiCardCreationFormDraft, seedAiCardCreationFormDraft, updateAiCardCreationFormDraft, getAiCardCreationFormDraft, selectIssueChargeCardLocalDataFromDraft, toIssueChargeCardLocalDataFromDraft, buildAiCardCreationFormDraftSeed, deriveAiCardRowsFromTeams, applyAiCardCreationFormDraftUpdate, getChargeCardSetupViewDetails, fetchChargeCardStatementList, getChargeCardStatements, fetchChargeCardSetupView, enableChargeCardAutoPay, acceptChargeCardTerms, expressInterestInChargeCard, getDepositAccountLimitForChargeCardByDepositAccountId, toCardAddressType, toShippingAddressType, toCardType, issueChargeCards, fetchIssueCardPage, fetchDepositAccountListForCards, getDebitCardList, getDebitCardSummary, updateCustomAddressId, updateChargeCardsLocalStore, updateLastIssuedCardIds, resetIssueChargeCardForm, updateBulkActionCardIds, updateChargeCardListSearchText, updateChargeCardListUIState, updateCashbackDetailUIState, updateChargeCardDetail, updatePhysicalChargeCardAttempt, lockChargeCard, unlockChargeCard, closeChargeCard, updateChargeCardName, getCardUserOnboardingView, initializeCardUserOnboardingLocalData, updateCardUserOnboardingLocalData, saveCardOnboardingUserDetails, updateChargeCardTransactionUploadReceiptsFetchStatus, completeDebitCardSetPinWait, startDebitCardSetPinWait, updateDebitCardPinAttempt, updateChargeCardTransactionReceiptsShowTickFetchStatus, updateChargeCardTransactionIsViewReceiptClicked, fetchChargeCardTransactionAttachments, completeCVVActivationWait, startCVVActivationWait, updateChargeCardSpendLimit, updateChargeCardSpendLimitSuccessOrFailure, resendCardInvite, revokeCardInvite, updateRowActionCardId, revokeChargeCardsInvite, lockChargeCards, unlockChargeCards, closeChargeCards, updateChargeCardsSpendLimit, fetchChargeCardsRecurringExpenses, startCardUserOnboardingActivationWait, completeCardUserOnboardingActivationWait, setFirstViewAfterActivation, setFirstViewCompleteAfterActivation, setCurrentDisplayedCardId, getChargeCardById, anyCardOnHold, };
 export { TIME_SERIES_DURATIONS, convertToTimeSeriesSelectionRange, toTimeSeriesDuration, fetchAggregatedReport, aggregatedReportView, };
 export { fetchApAging, getApAgingReport, updateApAgingUIState, };
 export { fetchApAgingDetail, getApAgingDetailForVendor, updateApAgingDetailUIState, };
@@ -647,9 +651,35 @@ export { cancelAiAccountantOnboarding, clearAiAccountantView, fetchAiAccountantC
 export { getAiAccountantCockpitView, } from './view/aiAccountantView/aiAccountantViewSelector';
 export { fetchChatSessionsForUser, createSession, submitQuestion, updateAiCfoViewScrollPosition, updateCurrentInput, updateCotCollapsedState, clearInput, setSession, clearAiCfoView, clearCurrentSessionId, clearDeleteChatSessionStatus, clearLastContextMessage, createSessionAndSubmit, stopSubmit, stopSubmitQuestion, fetchChatHistory, acceptMasterTOS, deleteChatSession, updateResponseState, fetchSuggestedQuestions, fetchSuggestedQuestionsSuccess, fetchSuggestedQuestionsFailure, applyAiCfoSidePanelHostPageTransition, clearAiCfoSidePanelHostPageContext, } from './view/aiCfoView/aiCfoViewReducer';
 export { getAiCfoView, getSuggestedQuestionsForPageContext, } from './view/aiCfoView/aiCfoViewSelector';
-export { setNewSession, setSessions, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, } from './entity/aiCfo/aiCfoReducer';
-export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, } from './entity/aiCfo/aiCfoSelector';
-export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
+export { setNewSession, setSessions, updateAiCfoAnswerCardPolicyWizardPlan, upsertAnswerPayload, upsertOrAddQuestionAnswerPayload, addQuestionPayload, clearSession, clearAiCfo, toAiCfoVisualization, appendSyntheticAiCfoAnswer, updateSyntheticAiCfoAnswer, removeSyntheticAiCfoAnswer, clearSyntheticAiCfoAnswers, } from './entity/aiCfo/aiCfoReducer';
+export { getAllQuestionAnswersForChatSession, getQuestionAnswerByIdForChatSession, getAllQuestionsForChatSession, getAiCfoSelectorView, getSyntheticAiCfoAnswersForChatSession, getSyntheticAiCfoAnswerByQuestionAnswerId, } from './entity/aiCfo/aiCfoSelector';
+export { ALL_AI_CFO_CHARTS_TYPES, ALL_AI_CFO_VISUALIZATION_TYPES, ALL_AI_CFO_ANSWER_STATE_TYPES, ALL_AI_CFO_ANSWER_RESPONSE_TYPES, ALL_INTERACTIVE_FORM_TYPES, toAiCfoVisualizationType, toAiCfoVisualizationTypeStrict, toAiCfoChartType, toAiCfoChartTypeStrict, toAiCfoAnswerStateType, toAiCfoAnswerStateTypeStrict, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toInteractiveFormType, toInteractiveFormTypeStrict, ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS, toMessageSender, toMessageType, } from './entity/aiCfo/aiCfoState';
+// ── Card Policy (shared between manual + AI-driven flows) ────────────
+export { clearPolicyDocumentExtraction, extractPolicyDocument, fetchCardPolicyMccCategories, fetchCardPolicyRecommendationFromUpload, fetchCardPolicyVendorOptions, removeCardPolicyTemplate, updateCardPolicyMccCategories, updateCardPolicyMccCategoriesFailure, updateCardPolicyStats, updateCardPolicyTemplates, updateCardPolicyVendorOptions, updateCardPolicyVendorOptionsFailure, updateCreatedCardPolicyTemplate, updatePolicyDocumentExtractionFailure, updatePolicyDocumentExtractionSuccess, updatePolicyRecommendationFromUploadFailure, updatePolicyRecommendationFromUploadSuccess, clearCardPolicy, } from './entity/cardPolicy/cardPolicyReducer';
+export { getAllCardPolicyTemplates, getCardPolicyMccCategories, getCardPolicyMccCategoriesError, getCardPolicyMccCategoriesFetchState, getCardPolicyStats, getCardPolicySuggestedAllowCategories, getCardPolicySuggestedAllowMerchants, getCardPolicySuggestedBlockCategories, getCardPolicySuggestedBlockMerchants, getCardPolicyTemplateById, getCardPolicyTemplatesByIds, getCardPolicyVendorSearchFetchState, getCardPolicyVendorSearchOptions, getCardPolicyVendorSearchString, getExtractedCardPolicyRules, getPolicyDocumentExtractionError, getPolicyDocumentExtractionFetchState, getPolicyRecommendationFromUploadAnswerId, getPolicyRecommendationFromUploadChatSessionId, getPolicyRecommendationFromUploadError, getPolicyRecommendationFromUploadFetchState, getUploadedPolicyDocumentFileName, } from './entity/cardPolicy/cardPolicySelector';
+export { ALL_CARD_POLICY_TEMPLATE_MODES, ALL_CARD_POLICY_TEMPLATE_STATUSES, toCardPolicyTemplateMode, toCardPolicyTemplateStatus, } from './entity/cardPolicy/cardPolicyState';
+export { toBulkCreateCardPolicyTemplateError, toCardPolicyEditFormDraft, toCardPolicyStats, toCardPolicyTemplate, toCardPolicyTemplateList, toCardPolicyVendorSearchOption, toCreateCardPolicyTemplateRequestBody, toCreateCardPolicyTemplatesRequestBody, toExtractedCardPolicyRules, toUpdateCardPolicyTemplateRequestBody, } from './entity/cardPolicy/cardPolicyPayload';
+// Create flow (bulk POST /policy-templates — single-policy callers wrap
+// their one request in a length-1 `templates` array).
+export { applyExtractedPolicyToAiCardPolicyDraft, applyExtractedPolicyToManualCardPolicyDraft, clearAiCardPolicyFormDraft, clearCreateCardPolicy, clearManualCardPolicyFormDraft, createCardPolicyTemplates, seedAiCardPolicyFormDraft, seedManualCardPolicyFormDraft, updateAiCardPolicyFormDraft, updateAiCardPolicyFormDraftFromUploadPlan, updateCreateCardPolicyTemplateRequestState, updateManualCardPolicyFormDraft, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
+export { getAiCardPolicyFormDraft, getCreateCardPolicyTemplateRequestState, getLastCreateCardPolicySourceChatSessionId, getLastCreateCardPolicyTemplateErrors, getLastCreatedCardPolicyTemplateId, getLastCreatedCardPolicyTemplateIds, getManualCardPolicyFormDraft, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicySelector';
+// Card policy form draft types + helpers (consumed by the AI CFO
+// `CardPolicyInteractiveForm` and the manual `CardPolicyCreatePage`).
+export { CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT, CARD_POLICY_LIMIT_ROW_ID_TRANSACTION, toMccCategoryLike, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyFormDraftTypes';
+export { MCC_CHIP_ID_PREFIX, VENDOR_CHIP_ID_PREFIX, buildMccCategoryChipId, buildVendorChipId, toMccCategoryChipFieldValue, toVendorChipFieldValue, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/cardPolicyChipIds';
+export { buildAiCardPolicyFormDraftSeed, buildEmptyLimitRows, buildUploadReviewRows, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildAiCardPolicyFormDraftSeed';
+export { buildManualCardPolicyFormDraftSeed } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/buildManualCardPolicyFormDraftSeed';
+export { deriveAiPolicyReviewRowsFromInputs } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/deriveAiPolicyReviewRowsFromInputs';
+export { applyAiCardPolicyFormDraftUpdate } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/applyAiCardPolicyFormDraftUpdate';
+export { toCardPolicyTemplateRequestFromDraft } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toCardPolicyTemplateRequestFromDraft';
+export { toBulkCardPolicyTemplateRequestsFromDraft } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toBulkCardPolicyTemplateRequestsFromDraft';
+export { toManualCardPolicyTemplateRequestFromDraft } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/toManualCardPolicyTemplateRequestFromDraft';
+// List
+export { archiveCardPolicy, clearCardPolicyList, fetchCardPolicyList, updateArchiveCardPolicyFetchStatus, updateCardPolicyListFetchStatus, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+export { getArchiveCardPolicyFetchState, getCardPolicyListFetchState, getCardPolicyListView, getCardPolicyTemplateIds, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListSelector';
+// Detail (edit-only)
+export { clearCardPolicyDetail, fetchCardPolicyDetail, updateCardPolicy, updateCardPolicyDetailFetchStatus, updateCardPolicyFetchStatus, updateCardPolicyFormDraft, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+export { getCardPolicyDetailFetchState, getCardPolicyDetailView, getCardPolicyFormDraft, getUpdateCardPolicyFetchState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector';
 export { fetchTreasuryOverviewDetail, fetchTreasuryTransactionList, updateTreasuryTransactionListUIState, } from './view/spendManagement/treasury/treasuryList/treasuryDetailReducer';
 export { getTreasuryDetail, } from './view/spendManagement/treasury/treasuryList/treasuryDetailSelector';
 export { executeTreasuryTransferMoney, updateTreasuryTransferMoneyLocalData, clearTreasuryTransferMoney, } from './view/spendManagement/treasury/treasuryTransferMoney/treasuryTransferMoneyReducer';
@@ -666,8 +696,3 @@ export { getTransactionActivityLogView, } from './view/transactionActivityLogVie
 // ── Session Management ──────────────────────────────────────────────
 export { SessionManager } from './entity/tenant/SessionManager';
 export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
-export { fetchCashManagementBanner, fetchCashManagementOverviewPage, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
-export { clearAutoSweepFlow, saveAutoSweepSettings, updateAutoSweepDraft, updateAutoSweepSettingsFetchStatus, updateCashManagementSettings, updateCashManagementSettingsFetchStatus, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
-export { getAutoSweepFlow } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector';
-export { RISK_BUFFER_AMOUNT, bufferAmountToRisk, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
-export { getCashManagementOverview, getCashManagementOverviewBanner, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector';

package/lib/esm/reducer.js

@@ -11,6 +11,7 @@ import billTransaction, { initialState as initialBillTransactionState, } from '.
 import contact, { initialState as initialContactState, } from './entity/billPay/contact/contactReducer';
 import recurringBill, { initialState as initialRecurringBillState, } from './entity/billPay/recurringBills/recurringBillsReducer';
 import cardPayment, { initialState as initialCardPaymentState, } from './entity/cardPayment/cardPaymentReducer';
+import cardPolicy, { initialState as initialCardPolicyState, } from './entity/cardPolicy/cardPolicyReducer';
 import chargeCard, { initialState as initialChargeCardState, } from './entity/chargeCard/chargeCardReducer';
 import chargeCardRepayment, { initialState as initialChargeCardRepaymentState, } from './entity/chargeCardRepayment/chargeCardRepaymentReducer';
 import chargeCardTransaction, { initialState as initialChargeCardTransactionState, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
@@ -84,6 +85,9 @@ import bankAccountView, { initialState as initialBankAccountView, } from './view
 import billPayCard, { initialState as initialBillPayCardState, } from './view/billPayCard/billPayCardReducer';
 import cardBalance, { initialState as initialCardBalanceState, } from './view/cardBalance/cardBalanceReducer';
 import cardPaymentView, { initialState as initialCardPaymentViewState, } from './view/cardPayment/cardPaymentViewReducer';
+import cardPolicyDetail, { initialState as initialCardPolicyDetailState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import cardPolicyList, { initialState as initialCardPolicyListState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import createCardPolicy, { initialState as initialCreateCardPolicyState, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import cashBalance, { initialState as initialCashBalanceState, } from './view/cashBalance/cashBalanceReducer';
 import cashFlow, { initialState as initialCashFlowState, } from './view/cashFlow/cashFlowReducer';
 import cashInCashOut, { initialState as initialCashInCashOutState, } from './view/cashInCashOut/cashInCashOutReducer';
@@ -158,8 +162,6 @@ import internationalWireVerification, { initialState as initialInternationalWire
 import magicLinkView, { initialState as initialMagicLinkViewState, } from './view/spendManagement/billPay/magicLinkView/magicLinkViewReducer';
 import previousBills, { initialState as initialPreviousBillsState, } from './view/spendManagement/billPay/previousBills/previousBillsReducer';
 import wiseRedirect, { initialState as initialWiseRedirectState, } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer';
-import autoSweepFlow, { initialState as initialAutoSweepFlowState, } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer';
-import cashManagementOverview, { initialState as initialCashManagementOverviewState, } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer';
 import cardUserOnboarding, { initialState as initialCardUserOnboardingState, } from './view/spendManagement/chargeCards/cardUserOnboarding/cardUserOnboardingReducer';
 import cashbackDetail, { initialState as initialCashbackDetailState, } from './view/spendManagement/chargeCards/cashbackDetail/cashbackDetailReducer';
 import chargeCardConfig, { initialState as initialChargeCardConfigState, } from './view/spendManagement/chargeCards/chargeCardConfig/chargeCardConfigReducer';
@@ -240,6 +242,7 @@ const initialEntitiesState = {
     bankAccountState: initialBankAccountState,
     billTransactionState: initialBillTransactionState,
     cardPaymentState: initialCardPaymentState,
+    cardPolicyState: initialCardPolicyState,
     chargeCardState: initialChargeCardState,
     chargeCardRepaymentState: initialChargeCardRepaymentState,
     chargeCardTransactionState: initialChargeCardTransactionState,
@@ -311,7 +314,6 @@ const initialViewsState = {
     arAgingState: initialArAgingState,
     auditReportViewState: initialAuditReportViewState,
     authenticationViewState: initialAuthenticationViewState,
-    autoSweepFlowState: initialAutoSweepFlowState,
     autotransferRulesState: initialAutotransferRulesState,
     balanceSheetState: initialBalanceSheetState,
     bankAccountViewState: initialBankAccountView,
@@ -325,12 +327,13 @@ const initialViewsState = {
     billsBulkActionViewState: initialBillsBulkActionViewState,
     cardBalanceState: initialCardBalanceState,
     cardPaymentViewState: initialCardPaymentViewState,
+    cardPolicyDetailState: initialCardPolicyDetailState,
+    cardPolicyListState: initialCardPolicyListState,
     cardUserOnboardingState: initialCardUserOnboardingState,
     cashbackDetailState: initialCashbackDetailState,
     cashBalanceState: initialCashBalanceState,
     cashFlowState: initialCashFlowState,
     cashInCashOutState: initialCashInCashOutState,
-    cashManagementOverviewState: initialCashManagementOverviewState,
     cashPositionState: initialCashPositionState,
     chargeCardConfigState: initialChargeCardConfigState,
     chargeCardDetailState: initialChargeCardDetailState,
@@ -349,6 +352,7 @@ const initialViewsState = {
     companyTaskManagerViewState: initialCompanyTaskManagerViewState,
     companyViewState: initialCompanyViewState,
     countryListState: initialCountryListState,
+    createCardPolicyState: initialCreateCardPolicyState,
     creditAgentEntityState: initialCreditAgentEntityState,
     creditAgentViewState: initialCreditAgentViewState,
     dashboardLayoutState: initialDashboardLayoutState,
@@ -479,6 +483,7 @@ const entityReducers = {
     billPayConfigState: billPayConfig,
     billTransactionState: billTransaction,
     cardPaymentState: cardPayment,
+    cardPolicyState: cardPolicy,
     chargeCardState: chargeCard,
     chargeCardRepaymentState: chargeCardRepayment,
     chargeCardTransactionState: chargeCardTransaction,
@@ -550,7 +555,6 @@ const viewReducers = {
     arAgingState: arAging,
     auditReportViewState: auditReportView,
     authenticationViewState: authentication,
-    autoSweepFlowState: autoSweepFlow,
     autotransferRulesState: autotransferRules,
     balanceSheetState: balanceSheet,
     bankAccountViewState: bankAccountView,
@@ -563,12 +567,13 @@ const viewReducers = {
     billsBulkActionViewState: billsBulkActionView,
     cardBalanceState: cardBalance,
     cardPaymentViewState: cardPaymentView,
+    cardPolicyDetailState: cardPolicyDetail,
+    cardPolicyListState: cardPolicyList,
     cardUserOnboardingState: cardUserOnboarding,
     cashbackDetailState: cashbackDetail,
     cashBalanceState: cashBalance,
     cashFlowState: cashFlow,
     cashInCashOutState: cashInCashOut,
-    cashManagementOverviewState: cashManagementOverview,
     cashPositionState: cashPosition,
     chargeCardConfigState: chargeCardConfig,
     chargeCardDetailState: chargeCardDetail,
@@ -587,6 +592,7 @@ const viewReducers = {
     companyTaskManagerViewState: companyTaskManagerView,
     companyViewState: companyView,
     countryListState: countryList,
+    createCardPolicyState: createCardPolicy,
     creditAgentEntityState: creditAgentEntity,
     creditAgentViewState: creditAgentView,
     dashboardState: dashboard,

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -188,8 +188,10 @@ const aiCfoView = createSlice({
                 draft.createSessionState.fetchState = 'In-Progress';
                 draft.createSessionState.error = undefined;
             },
-            prepare(agentId, userId, contextRefId, contextType) {
-                return { payload: { agentId, contextRefId, contextType, userId } };
+            prepare(agentId, userId, contextRefId, contextType, pageContext) {
+                return {
+                    payload: { agentId, contextRefId, contextType, pageContext, userId },
+                };
             },
         },
         createSessionSuccess(draft, action) {
@@ -220,7 +222,7 @@ const aiCfoView = createSlice({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
                 return {
                     payload: {
                         agentId,
@@ -230,6 +232,7 @@ const aiCfoView = createSlice({
                         createdAt,
                         question,
                         files,
+                        pageContext,
                     },
                 };
             },

package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js

@@ -66,8 +66,11 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createSessionAndSubmit.match), switchMap((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, } = action.payload;
-    const payload = { agent_id: agentId };
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
+    const payload = {
+        agent_id: agentId,
+        ...(pageContext != null && { page_context: pageContext }),
+    };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)
         .pipe(mergeMap((response) => {

package/lib/esm/view/aiCfoView/epics/createSessionEpic.js

@@ -5,11 +5,12 @@ import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload
 import { date as zeniDate } from '../../../zeniDayJS';
 import { createSession, createSessionFailure, createSessionSuccess, } from '../aiCfoViewReducer';
 export const createSessionEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(createSession.match), switchMap((action) => {
-    const { agentId, contextRefId, contextType, userId } = action.payload;
+    const { agentId, contextRefId, contextType, pageContext, userId } = action.payload;
     const payload = {
         agent_id: agentId,
         ...(contextRefId != null && { context_ref_id: contextRefId }),
         ...(contextType != null && { context_type: contextType }),
+        ...(pageContext != null && { page_context: pageContext }),
     };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)

package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -2,13 +2,23 @@ import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, } from '../aiCfoViewReducer';
-/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+/**
+ * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
+ *
+ * Appends `&no_card_created=true` when the action payload sets
+ * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
+ * has not yet created any card). Any other value omits the flag entirely so
+ * the existing call sites continue to issue the unchanged request.
+ */
 export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 mergeMap((action) => {
-    const { pageContext } = action.payload;
+    const { pageContext, noCardCreated } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
+    if (noCardCreated === true) {
+        query.set('no_card_created', 'true');
+    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {

package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -1,29 +1,10 @@
 import recordGet from 'lodash/get';
 import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { getDepositAccountByDepositAccountId } from '../../../entity/depositAccount/depositAccountSelector';
-import { getAllFundingAccounts, mapDepositAccToFundingAccount, } from '../commonSetup/setupViewSelector';
+import { getAllFundingAccounts, } from '../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../zeniAccounts/paymentAccountList/paymentAccountListSelector';
-const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
-    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate } = autoSweepFlowState;
-    if (settingsId == null || primaryFundingAccountId == null) {
-        return undefined;
-    }
-    const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
-    return {
-        bufferAmount,
-        frequency,
-        memo,
-        settingsId,
-        primaryFundingAccount: depositAccount != null
-            ? mapDepositAccToFundingAccount(depositAccount)
-            : undefined,
-        treasurySummary: treasuryDetailState.accountSummary,
-        nextTransferDate,
-    };
-};
 export const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = getAllDepositAccounts(depositAccountState, depositAccountListState);
     const paymentAccountsView = getAllPaymentAccounts(paymentAccountState, paymentAccountListState);
@@ -58,7 +39,6 @@ export const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
-        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer.js

@@ -0,0 +1,52 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialState = {
+    detailTemplateId: undefined,
+    detailFetchState: { fetchState: 'Not-Started', error: undefined },
+    updateFetchState: { fetchState: 'Not-Started', error: undefined },
+    formDraft: undefined,
+};
+const cardPolicyDetail = createSlice({
+    name: 'cardPolicyDetail',
+    initialState,
+    reducers: {
+        fetchCardPolicyDetail: {
+            reducer(draft, action) {
+                draft.detailTemplateId = action.payload;
+                draft.detailFetchState.fetchState = 'In-Progress';
+                draft.detailFetchState.error = undefined;
+                // Prevent a stale draft from a previous template leaking into the new edit session.
+                draft.formDraft = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyDetailFetchStatus(draft, action) {
+            draft.detailFetchState.fetchState = action.payload.fetchState;
+            draft.detailFetchState.error = action.payload.error;
+        },
+        updateCardPolicyFormDraft(draft, action) {
+            draft.formDraft = action.payload;
+        },
+        updateCardPolicy: {
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.updateFetchState.fetchState = 'In-Progress';
+                draft.updateFetchState.error = undefined;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateCardPolicyFetchStatus(draft, action) {
+            draft.updateFetchState.fetchState = action.payload.fetchState;
+            draft.updateFetchState.error = action.payload.error;
+        },
+        clearCardPolicyDetail(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchCardPolicyDetail, updateCardPolicyDetailFetchStatus, updateCardPolicyFormDraft, updateCardPolicy, updateCardPolicyFetchStatus, clearCardPolicyDetail, } = cardPolicyDetail.actions;
+export default cardPolicyDetail.reducer;

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailSelector.js

@@ -0,0 +1,22 @@
+import { getCardPolicyTemplateById } from '../../../../../entity/cardPolicy/cardPolicySelector';
+export function getCardPolicyDetailView(state) {
+    const { cardPolicyDetailState, cardPolicyState } = state;
+    return {
+        templateId: cardPolicyDetailState.detailTemplateId,
+        template: cardPolicyDetailState.detailTemplateId != null
+            ? getCardPolicyTemplateById(cardPolicyState, cardPolicyDetailState.detailTemplateId)
+            : undefined,
+        formDraft: cardPolicyDetailState.formDraft,
+        detailFetchState: cardPolicyDetailState.detailFetchState,
+        updateFetchState: cardPolicyDetailState.updateFetchState,
+    };
+}
+export function getCardPolicyFormDraft(state) {
+    return state.cardPolicyDetailState.formDraft;
+}
+export function getCardPolicyDetailFetchState(state) {
+    return state.cardPolicyDetailState.detailFetchState;
+}
+export function getUpdateCardPolicyFetchState(state) {
+    return state.cardPolicyDetailState.updateFetchState;
+}

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState.js

@@ -0,0 +1 @@
+export {};

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/fetchCardPolicyDetailEpic.js

@@ -0,0 +1,36 @@
+import { from, of } from 'rxjs';
+import { catchError, exhaustMap, filter, mergeMap } from 'rxjs/operators';
+import { toCardPolicyEditFormDraft, toCardPolicyTemplate, } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { updateCreatedCardPolicyTemplate } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { createZeniAPIStatus, isSuccessStatus, } from '../../../../../responsePayload';
+import { fetchCardPolicyDetail, updateCardPolicyDetailFetchStatus, updateCardPolicyFormDraft, } from './cardPolicyDetailReducer';
+export const fetchCardPolicyDetailEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCardPolicyDetail.match), 
+// `exhaustMap` drops React 18 StrictMode's duplicate mount dispatch instead of
+// emitting a second `/policy-templates/{id}` call.
+exhaustMap((action) => {
+    const templateId = action.payload;
+    return zeniAPI
+        .getJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/policy-templates/${templateId}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessStatus(response) && response.data != null) {
+            const { template } = response.data;
+            const formDraft = toCardPolicyEditFormDraft(toCardPolicyTemplate(template));
+            const actions = [
+                updateCreatedCardPolicyTemplate(template),
+                updateCardPolicyFormDraft(formDraft),
+                updateCardPolicyDetailFetchStatus({ fetchState: 'Completed' }),
+            ];
+            return from(actions);
+        }
+        else {
+            return of(updateCardPolicyDetailFetchStatus({
+                fetchState: 'Error',
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(updateCardPolicyDetailFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Fetch card-policy detail REST API call errored out' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/updateCardPolicyEpic.js

@@ -0,0 +1,39 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { toUpdateCardPolicyTemplateRequestBody, } from '../../../../../entity/cardPolicy/cardPolicyPayload';
+import { updateCreatedCardPolicyTemplate } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { createZeniAPIStatus, isSuccessStatus } from '../../../../../responsePayload';
+import { updateCardPolicy, updateCardPolicyFetchStatus, } from './cardPolicyDetailReducer';
+export const updateCardPolicyEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCardPolicy.match), mergeMap((action) => {
+    const templateId = action.payload;
+    const formDraft = state$.value.cardPolicyDetailState.formDraft;
+    if (formDraft == null) {
+        return of(updateCardPolicyFetchStatus({
+            fetchState: 'Error',
+            error: createZeniAPIStatus('Missing form draft', `Cannot update card-policy ${templateId} — no formDraft is loaded.`),
+        }));
+    }
+    const body = toUpdateCardPolicyTemplateRequestBody(formDraft);
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/policy-templates/${templateId}`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessStatus(response) && response.data != null) {
+            const { template } = response.data;
+            const actions = [
+                updateCreatedCardPolicyTemplate(template),
+                updateCardPolicyFetchStatus({ fetchState: 'Completed' }),
+            ];
+            return from(actions);
+        }
+        else {
+            return of(updateCardPolicyFetchStatus({
+                fetchState: 'Error',
+                error: response.status,
+            }));
+        }
+    }), catchError((error) => of(updateCardPolicyFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Update card-policy REST API call errored out' +
+            JSON.stringify(error)),
+    }))));
+}));

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/archiveCardPolicyEpic.js

@@ -0,0 +1,34 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { removeCardPolicyTemplate } from '../../../../../entity/cardPolicy/cardPolicyReducer';
+import { createZeniAPIStatus, isSuccessStatus, } from '../../../../../responsePayload';
+import { archiveCardPolicy, updateArchiveCardPolicyFetchStatus, } from './cardPolicyListReducer';
+export const archiveCardPolicyEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(archiveCardPolicy.match), mergeMap((action) => {
+    const templateId = action.payload;
+    return zeniAPI
+        .deleteAndGetJSON(`${zeniAPI.apiEndPoints.cardMicroServiceBaseUrl}/1.0/policy-templates/${templateId}`)
+        .pipe(mergeMap((response) => {
+        if (isSuccessStatus(response)) {
+            const actions = [
+                removeCardPolicyTemplate(templateId),
+                updateArchiveCardPolicyFetchStatus({
+                    fetchState: 'Completed',
+                    templateId,
+                }),
+            ];
+            return from(actions);
+        }
+        else {
+            return of(updateArchiveCardPolicyFetchStatus({
+                fetchState: 'Error',
+                error: response.status,
+                templateId,
+            }));
+        }
+    }), catchError((error) => of(updateArchiveCardPolicyFetchStatus({
+        fetchState: 'Error',
+        error: createZeniAPIStatus('Unexpected Error', 'Archive card-policy REST API call errored out' +
+            JSON.stringify(error)),
+        templateId,
+    }))));
+}));

package/lib/esm/view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer.js

@@ -0,0 +1,58 @@
+import { createSlice } from '@reduxjs/toolkit';
+export const initialState = {
+    templateIds: [],
+    fetchState: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    archiveFetchState: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    archiveTargetTemplateId: undefined,
+};
+const cardPolicyList = createSlice({
+    name: 'cardPolicyList',
+    initialState,
+    reducers: {
+        fetchCardPolicyList(draft) {
+            draft.fetchState.fetchState = 'In-Progress';
+            draft.fetchState.error = undefined;
+        },
+        updateCardPolicyListFetchStatus(draft, action) {
+            draft.fetchState.fetchState = action.payload.fetchState;
+            draft.fetchState.error = action.payload.error;
+            if (action.payload.templateIds != null) {
+                draft.templateIds = action.payload.templateIds;
+            }
+        },
+        archiveCardPolicy: {
+            reducer(draft, action) {
+                draft.archiveFetchState.fetchState = 'In-Progress';
+                draft.archiveFetchState.error = undefined;
+                draft.archiveTargetTemplateId = action.payload;
+            },
+            prepare(templateId) {
+                return { payload: templateId };
+            },
+        },
+        updateArchiveCardPolicyFetchStatus(draft, action) {
+            draft.archiveFetchState.fetchState = action.payload.fetchState;
+            draft.archiveFetchState.error = action.payload.error;
+            if (action.payload.fetchState === 'Completed') {
+                if (action.payload.templateId != null) {
+                    draft.templateIds = draft.templateIds.filter((id) => id !== action.payload.templateId);
+                }
+                draft.archiveTargetTemplateId = undefined;
+            }
+            else if (action.payload.fetchState === 'Error') {
+                draft.archiveTargetTemplateId = undefined;
+            }
+        },
+        clearCardPolicyList(draft) {
+            Object.assign(draft, initialState);
+        },
+    },
+});
+export const { fetchCardPolicyList, updateCardPolicyListFetchStatus, archiveCardPolicy, updateArchiveCardPolicyFetchStatus, clearCardPolicyList, } = cardPolicyList.actions;
+export default cardPolicyList.reducer;