@zeniai/client-epic-state 5.0.96 → 5.0.97

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

@@ -0,0 +1,294 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.patchUploadReviewWithAppliedCards = exports.applyAiCardPolicyFormDraftUpdate = void 0;
+const deriveAiPolicyReviewRowsFromInputs_1 = require("./deriveAiPolicyReviewRowsFromInputs");
+// Computes the next draft after a watchHandler flush, branching on policyKind:
+//  - auto: pass-through (review chip groups are canonical).
+//  - guided: bridge review chip edits back into source slices, then re-derive review.
+//  - upload: pass through user's review edits; patch "Applied to Cards" from `cardSelections`.
+const applyAiCardPolicyFormDraftUpdate = ({ next, prev, context, }) => {
+    if (next.policyKind === 'auto') {
+        return next;
+    }
+    if (next.policyKind === 'upload') {
+        return applyUploadUpdate({ next, prev });
+    }
+    return applyGuidedUpdate({ next, prev, context });
+};
+exports.applyAiCardPolicyFormDraftUpdate = applyAiCardPolicyFormDraftUpdate;
+const applyGuidedUpdate = ({ next, prev, context, }) => {
+    const bridged = bridgeGuidedPoliciesReviewToSources({ next, prev });
+    if (context == null) {
+        return bridged;
+    }
+    return {
+        ...bridged,
+        policiesReview: (0, deriveAiPolicyReviewRowsFromInputs_1.deriveAiPolicyReviewRowsFromInputs)({
+            vendorPolicy: bridged.vendorPolicy,
+            categoryPolicy: bridged.categoryPolicy,
+            cardSelections: bridged.cardSelections,
+            limits: bridged.limits,
+            suggestedPoliciesSeed: context.suggestedPoliciesSeed,
+            prevPoliciesReview: bridged.policiesReview,
+        }),
+    };
+};
+const APPLIED_TO_CARDS_GROUP_ID = 'applied-to-cards';
+const LIMITS_GROUP_ID = 'limits';
+const applyUploadUpdate = ({ next, prev, }) => {
+    // Mirror review avatar/limits edits into source slices so bulk-submit (which
+    // reads `cardSelections` for upload's applyToCards) sees the latest intent.
+    const bridged = bridgeUploadPoliciesReviewToSources({ next, prev });
+    if (!haveCardSelectionsChanged(prev?.cardSelections, bridged.cardSelections)) {
+        return bridged;
+    }
+    return {
+        ...bridged,
+        policiesReview: (0, exports.patchUploadReviewWithAppliedCards)(bridged.policiesReview, bridged.cardSelections),
+    };
+};
+const haveCardSelectionsChanged = (prevSelections, nextSelections) => {
+    const prevCheckedIds = (prevSelections ?? [])
+        .filter((row) => row.isChecked)
+        .map((row) => row.id);
+    const nextCheckedIds = nextSelections
+        .filter((row) => row.isChecked)
+        .map((row) => row.id);
+    if (prevCheckedIds.length !== nextCheckedIds.length) {
+        return true;
+    }
+    return prevCheckedIds.some((id, idx) => id !== nextCheckedIds[idx]);
+};
+const buildAppliedOwnerSummaries = (cardSelections) => {
+    const summaries = new Map();
+    for (const card of cardSelections) {
+        if (!card.isChecked) {
+            continue;
+        }
+        const existing = summaries.get(card.owner.userId);
+        if (existing != null) {
+            existing.cardIds.push(card.id);
+            continue;
+        }
+        summaries.set(card.owner.userId, {
+            userId: card.owner.userId,
+            displayName: card.owner.displayName,
+            cardIds: [card.id],
+        });
+    }
+    return Array.from(summaries.values());
+};
+// Inserted before "Limits" so visual order stays Vendors → Categories → Cards → Limits.
+const patchUploadReviewWithAppliedCards = (reviewRows, cardSelections) => {
+    const owners = buildAppliedOwnerSummaries(cardSelections);
+    const cardChips = owners.map((owner) => ({
+        id: owner.userId,
+        label: owner.displayName,
+        chipKind: 'avatar',
+        cardIds: owner.cardIds,
+        isSelected: true,
+    }));
+    const cardsGroup = cardChips.length > 0
+        ? {
+            id: APPLIED_TO_CARDS_GROUP_ID,
+            label: 'Applied to Cards',
+            chips: cardChips,
+        }
+        : null;
+    return reviewRows.map((row) => {
+        const withoutCards = row.chipGroups.filter((group) => group.id !== APPLIED_TO_CARDS_GROUP_ID);
+        if (cardsGroup == null) {
+            return { ...row, chipGroups: withoutCards };
+        }
+        const limitsIdx = withoutCards.findIndex((group) => group.id === LIMITS_GROUP_ID);
+        if (limitsIdx === -1) {
+            return { ...row, chipGroups: [...withoutCards, cardsGroup] };
+        }
+        const before = withoutCards.slice(0, limitsIdx);
+        const after = withoutCards.slice(limitsIdx);
+        return { ...row, chipGroups: [...before, cardsGroup, ...after] };
+    });
+};
+exports.patchUploadReviewWithAppliedCards = patchUploadReviewWithAppliedCards;
+// Routes per-chip diffs back to source slices: limits → `limits`, avatar →
+// `cardSelections`, positive/negative → `vendorPolicy` / `categoryPolicy`.
+const bridgeGuidedPoliciesReviewToSources = ({ next, prev, }) => {
+    if (prev == null || prev.policiesReview.length === 0) {
+        return next;
+    }
+    const reviewDiffs = collectReviewChipDiffs(prev.policiesReview, next.policiesReview);
+    if (reviewDiffs.length === 0) {
+        return next;
+    }
+    let limits = next.limits;
+    let cardSelections = next.cardSelections;
+    let vendorPolicy = next.vendorPolicy;
+    let categoryPolicy = next.categoryPolicy;
+    for (const diff of reviewDiffs) {
+        if (diff.groupKind === 'limits' || diff.chip.id.startsWith('limit-')) {
+            limits = applyLimitChipDiffToLimits(limits, diff);
+            continue;
+        }
+        if (diff.chip.chipKind === 'avatar') {
+            cardSelections = applyAvatarChipDiffToCardSelections(cardSelections, diff);
+            continue;
+        }
+        if (diff.changedFields.has('isSelected')) {
+            const writtenToVendor = tryWriteAllowBlock(vendorPolicy, diff);
+            if (writtenToVendor != null) {
+                vendorPolicy = writtenToVendor;
+                continue;
+            }
+            const writtenToCategory = tryWriteAllowBlock(categoryPolicy, diff);
+            if (writtenToCategory != null) {
+                categoryPolicy = writtenToCategory;
+            }
+        }
+    }
+    return {
+        ...next,
+        limits,
+        cardSelections,
+        vendorPolicy,
+        categoryPolicy,
+    };
+};
+// Upload only mirrors avatar chips into `cardSelections`; vendor/category/limit
+// chips are read by the wire directly from the review groups.
+const bridgeUploadPoliciesReviewToSources = ({ next, prev, }) => {
+    if (prev == null || prev.policiesReview.length === 0) {
+        return next;
+    }
+    const reviewDiffs = collectReviewChipDiffs(prev.policiesReview, next.policiesReview);
+    if (reviewDiffs.length === 0) {
+        return next;
+    }
+    let cardSelections = next.cardSelections;
+    for (const diff of reviewDiffs) {
+        if (diff.chip.chipKind === 'avatar') {
+            cardSelections = applyAvatarChipDiffToCardSelections(cardSelections, diff);
+        }
+    }
+    if (cardSelections === next.cardSelections) {
+        return next;
+    }
+    return { ...next, cardSelections };
+};
+const collectReviewChipDiffs = (prevRows, nextRows) => {
+    const prevById = new Map(prevRows.map((row) => [row.id, row]));
+    const diffs = [];
+    for (const row of nextRows) {
+        const prevRow = prevById.get(row.id);
+        if (prevRow == null) {
+            continue;
+        }
+        const prevGroupsById = new Map(prevRow.chipGroups.map((group) => [group.id, group]));
+        for (const group of row.chipGroups) {
+            const prevGroup = prevGroupsById.get(group.id);
+            if (prevGroup == null) {
+                continue;
+            }
+            const prevChipsById = new Map(prevGroup.chips.map((chip) => [chip.id, chip]));
+            for (const chip of group.chips) {
+                const prevChip = prevChipsById.get(chip.id);
+                if (prevChip == null) {
+                    continue;
+                }
+                const changed = new Set();
+                if (chip.isSelected !== prevChip.isSelected) {
+                    changed.add('isSelected');
+                }
+                if (chip.optionalCode !== prevChip.optionalCode) {
+                    changed.add('optionalCode');
+                }
+                if (changed.size > 0) {
+                    diffs.push({ chip, changedFields: changed, groupKind: group.kind });
+                }
+            }
+        }
+    }
+    return diffs;
+};
+const REVIEW_LIMIT_CHIP_ID_TO_LIMIT_ROW_ID = {
+    'limit-transaction': 'transactionLimit',
+    'limit-receipt': 'requireReceipt',
+};
+const applyLimitChipDiffToLimits = (limits, diff) => {
+    const mapped = REVIEW_LIMIT_CHIP_ID_TO_LIMIT_ROW_ID[diff.chip.id];
+    const directMatch = limits.find((row) => row.id === diff.chip.id) != null;
+    const rowId = mapped ?? (directMatch ? diff.chip.id : undefined);
+    if (rowId == null) {
+        return limits;
+    }
+    const idx = limits.findIndex((row) => row.id === rowId);
+    if (idx === -1) {
+        return limits;
+    }
+    let nextRow = limits[idx];
+    if (diff.changedFields.has('isSelected')) {
+        nextRow = { ...nextRow, isEnabled: diff.chip.isSelected === true };
+    }
+    if (diff.changedFields.has('optionalCode')) {
+        const raw = diff.chip.optionalCode;
+        const numericNext = raw != null && raw !== '' ? Number(raw) : undefined;
+        nextRow = { ...nextRow, amount: numericNext };
+    }
+    if (nextRow === limits[idx]) {
+        return limits;
+    }
+    const copy = limits.slice();
+    copy[idx] = nextRow;
+    return copy;
+};
+const applyAvatarChipDiffToCardSelections = (cardSelections, diff) => {
+    if (!diff.changedFields.has('isSelected')) {
+        return cardSelections;
+    }
+    const targetIds = diff.chip.cardIds != null && diff.chip.cardIds.length > 0
+        ? diff.chip.cardIds
+        : [diff.chip.id];
+    const targetSet = new Set(targetIds);
+    let mutated = false;
+    const next = cardSelections.map((row) => {
+        if (!targetSet.has(row.id)) {
+            return row;
+        }
+        const desired = diff.chip.isSelected === true;
+        if (row.isChecked === desired) {
+            return row;
+        }
+        mutated = true;
+        return { ...row, isChecked: desired };
+    });
+    return mutated ? next : cardSelections;
+};
+const tryWriteAllowBlock = (field, diff) => {
+    const desired = diff.chip.isSelected === true;
+    const written = tryFlipItemInSide(field.allowItems, diff, desired);
+    if (written != null) {
+        return { ...field, allowItems: written };
+    }
+    const writtenBlock = tryFlipItemInSide(field.blockItems, diff, desired);
+    if (writtenBlock != null) {
+        return { ...field, blockItems: writtenBlock };
+    }
+    return null;
+};
+const tryFlipItemInSide = (items, diff, desired) => {
+    let idx = items.findIndex((item) => item.id === diff.chip.id);
+    if (idx === -1 && diff.chip.optionalCode != null) {
+        // Auto/upload category chips key on raw MCC code; source items key on
+        // `mcc-{name}`. Match by code so the bridge round-trips both shapes.
+        idx = items.findIndex((item) => item.optionalCode === diff.chip.optionalCode ||
+            (item.optionalCodes ?? []).includes(diff.chip.optionalCode ?? ''));
+    }
+    if (idx === -1) {
+        return null;
+    }
+    if (items[idx].isSelected === desired) {
+        return items;
+    }
+    const copy = items.slice();
+    copy[idx] = { ...items[idx], isSelected: desired };
+    return copy;
+};

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

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

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[];