@justifi/webcomponents 6.12.6-rc.1 → 6.12.6

package/dist/collection/components/business-forms/payment-provisioning/bank-account/business-bank-account-form-step.js

@@ -1,7 +1,7 @@
 import { h } from "@stencil/core";
-import { ComponentErrorCodes, ComponentErrorSeverity, BankAccount } from "../../../../api";
-import { makeGetBusiness, makePostBankAccount } from "../payment-provisioning-actions";
-import { BusinessService, BusinessBankAccountService } from "../../../../api/services/business.service";
+import { ComponentErrorCodes, ComponentErrorSeverity, BankAccount, EntityDocument, EntityDocumentStorage } from "../../../../api";
+import { makeGetBusiness, makePostBankAccount, makePostDocumentRecord } from "../payment-provisioning-actions";
+import { BusinessService, BusinessBankAccountService, DocumentRecordService } from "../../../../api/services/business.service";
 import { CountryCode } from "../../../../utils/country-codes";
 import { bankAccountSchemaByCountry } from "../../schemas/business-bank-account-schema";
 import { FormController } from "../../../../ui-components/form/form";
@@ -13,13 +13,15 @@ export class BusinessBankAccountFormStep {
     constructor() {
         this.errors = {};
         this.bankAccount = {};
+        this.existingDocuments = [];
+        this.documentData = new EntityDocumentStorage();
         this.isLoading = false;
         this.viewMode = 'manual';
         this.bankAccountVerification = false;
         this.platformAccountId = null;
         this.getSchema = () => {
             const schema = bankAccountSchemaByCountry[this.country];
-            return schema(this.allowOptionalFields);
+            return schema(this.allowOptionalFields, this.existingDocuments);
         };
         this.initializeFormController = () => {
             this.formController = new FormController(this.getSchema());
@@ -36,6 +38,12 @@ export class BusinessBankAccountFormStep {
         this.inputHandler = (name, value) => {
             this.formController.setValues(Object.assign(Object.assign({}, this.formController.values.getValue()), { [name]: value }));
         };
+        this.storeFiles = (e) => {
+            const fileList = Array.from(e.detail.fileList);
+            const docType = e.detail.document_type;
+            const documentList = fileList.map(file => new EntityDocument({ file, document_type: docType }, this.businessId));
+            this.documentData[docType] = documentList;
+        };
         this.getData = () => {
             this.isLoading = true;
             this.getBusiness({
@@ -58,10 +66,12 @@ export class BusinessBankAccountFormStep {
         };
         this.handleChangeBankAccount = () => {
             this.viewMode = this.plaidAvailable ? 'plaid' : 'manual';
+            this.documentData = new EntityDocumentStorage();
             this.initializeFormController();
         };
         this.handleCancel = () => {
             this.viewMode = this.existingBankAccount ? 'readonly' : 'plaid';
+            this.documentData = new EntityDocumentStorage();
             this.initializeFormController();
         };
         this.handleToggleToManualEntry = () => {
@@ -77,6 +87,66 @@ export class BusinessBankAccountFormStep {
                 });
             });
         };
+        this.postDocumentRecordData = async (docData) => {
+            this.isLoading = true;
+            const payload = docData.record_data;
+            return new Promise((resolve) => {
+                this.postDocumentRecord({
+                    payload,
+                    onSuccess: (response) => {
+                        resolve(this.handleDocRecordResponse(docData, response));
+                    },
+                    onError: ({ error, code, severity }) => {
+                        this.errorEvent.emit({
+                            message: error,
+                            errorCode: code,
+                            severity: severity
+                        });
+                        resolve(false);
+                    },
+                });
+            });
+        };
+        this.handleDocRecordResponse = (docData, response) => {
+            if (response.error) {
+                this.errorEvent.emit({
+                    errorCode: ComponentErrorCodes.POST_ERROR,
+                    message: response.error.message,
+                    severity: ComponentErrorSeverity.ERROR,
+                    data: response.error,
+                });
+                return false;
+            }
+            else {
+                docData.setPresignedUrl(response.data.presigned_url);
+                return true;
+            }
+        };
+        this.uploadDocument = async (docData) => {
+            if (!docData.presigned_url) {
+                throw new Error('Presigned URL is not set');
+            }
+            const fileData = await docData.getFileData();
+            const response = await fetch(docData.presigned_url, {
+                method: 'PUT',
+                body: fileData
+            });
+            return this.handleUploadResponse(response);
+        };
+        this.handleUploadResponse = (response) => {
+            if (response.error) {
+                this.errorEvent.emit({
+                    errorCode: ComponentErrorCodes.POST_ERROR,
+                    message: response.error.message,
+                    severity: ComponentErrorSeverity.ERROR,
+                    data: response.error,
+                });
+                return false;
+            }
+            else {
+                return true;
+            }
+        };
     }
     propChanged() {
         this.initializeApi();
@@ -115,6 +185,10 @@ export class BusinessBankAccountFormStep {
                 authToken: this.authToken,
                 service: new BusinessBankAccountService()
             });
+            this.postDocumentRecord = makePostDocumentRecord({
+                authToken: this.authToken,
+                service: new DocumentRecordService()
+            });
         }
         else {
             this.errorEvent.emit({
@@ -140,7 +214,7 @@ export class BusinessBankAccountFormStep {
         return this.bankAccountVerification || this.existingBankAccount;
     }
     processBusinessResponse(data) {
-        const { bank_accounts, settings, platform_account_id } = data;
+        const { bank_accounts, documents, settings, platform_account_id } = data;
         if (bank_accounts.length > 0) {
             this.bankAccount = new BankAccount(bank_accounts[bank_accounts.length - 1]);
         }
@@ -148,6 +222,7 @@ export class BusinessBankAccountFormStep {
             this.bankAccount = new BankAccount({});
             this.bankAccount.business_id = this.businessId;
         }
+        this.existingDocuments = documents;
         this.bankAccountVerification = settings.bank_account_verification === true;
         this.platformAccountId = platform_account_id;
     }
@@ -168,6 +243,11 @@ export class BusinessBankAccountFormStep {
                 const bankAccountPosted = await this.postBankAccountData();
                 if (!bankAccountPosted)
                     return;
+            }
+            const documentsUploaded = await this.postBusinessDocuments();
+            if (!documentsUploaded)
+                return;
+            if (this.viewMode === 'manual') {
                 this.viewMode = 'readonly';
                 await this.refreshBankAccountData();
             }
@@ -231,6 +311,27 @@ export class BusinessBankAccountFormStep {
             });
         });
     }
+    async postBusinessDocuments() {
+        this.isLoading = true;
+        try {
+            const docArray = Object.values(this.documentData).flat();
+            if (!docArray.length) {
+                return true;
+            }
+            const recordsCreated = await Promise.all(docArray.map((docData) => this.postDocumentRecordData(docData))); // Create document records
+            if (recordsCreated.includes(false)) {
+                return false;
+            } // Exit if document record creation fails
+            const uploadsCompleted = await Promise.all(docArray.map((docData) => this.uploadDocument(docData))); // Upload documents to AWS presigned URLs
+            if (uploadsCompleted.includes(false)) {
+                return false;
+            } // Exit if any upload fails
+            return true;
+        }
+        finally {
+            this.isLoading = false;
+        }
+    }
     renderBankAccountInputs(disabled) {
         const defaultValue = this.formController.getInitialValues();
         return this.country === CountryCode.CAN ? (h("bank-account-form-inputs-canada", { defaultValue: defaultValue, errors: this.errors, inputHandler: this.inputHandler, formDisabled: disabled })) : (h("bank-account-form-inputs", { defaultValue: defaultValue, errors: this.errors, inputHandler: this.inputHandler, formDisabled: disabled }));
@@ -247,11 +348,14 @@ export class BusinessBankAccountFormStep {
     renderManualEntryView() {
         return (h("div", null, this.plaidAvailable && (h("div", { class: "mb-3" }, h(Button, { type: "button", variant: "secondary", onClick: this.handleToggleToPlaidVerification, disabled: this.isLoading, part: buttonSecondary }, "Link bank account with Plaid instead"))), this.renderBankAccountInputs(false), h("div", { class: "mt-3 d-flex gap-2" }, this.showCancel && (h(Button, { variant: "secondary", type: "button", onClick: this.handleCancel, disabled: this.isLoading, part: buttonSecondary }, "Cancel")), h(Button, { variant: "primary", type: "button", onClick: this.handleSaveBankAccount, disabled: this.isLoading, isLoading: this.isLoading }, "Save Bank Account"))));
     }
+    renderDocumentUploads() {
+        return (h("fieldset", { class: "mt-4" }, h("div", { class: "d-flex align-items-center gap-2" }, h("legend", { class: "mb-0", part: heading2 }, "Document Uploads"), h("form-control-tooltip", { helpText: "One document (voided check or bank statement) is required for underwriting purposes. It needs to visibly show the name tied to the account and the account number. Various file formats such as PDF, DOC, DOCX, JPEG are accepted. Multiple files can be uploaded for each document category." })), h("hr", { class: "mt-2" }), h("business-documents-on-file", { documents: this.existingDocuments, isLoading: this.isLoading }), h("bank-account-document-form-inputs", { inputHandler: this.inputHandler, errors: this.errors, storeFiles: this.storeFiles })));
+    }
     render() {
         if (this.isLoading) {
             return h(PaymentProvisioningLoading, null);
         }
-        return (h("form", null, h("fieldset", { class: "mb-4" }, h("div", { class: "d-flex align-items-center gap-2" }, h("legend", { class: "mb-0", part: heading2 }, "Bank Account Info"), h("form-control-tooltip", { helpText: "This direct deposit account is the designated bank account where incoming funds will be deposited. The name of this account must match the registered business name exactly. We are not able to accept personal accounts unless your business is a registered sole proprietorship." })), h("hr", { class: "mt-2" }), this.viewMode === 'readonly' && this.renderReadonlyView(), this.viewMode === 'plaid' && this.renderPlaidView(), this.viewMode === 'manual' && this.renderManualEntryView())));
+        return (h("form", null, h("fieldset", { class: "mb-4" }, h("div", { class: "d-flex align-items-center gap-2" }, h("legend", { class: "mb-0", part: heading2 }, "Bank Account Info"), h("form-control-tooltip", { helpText: "This direct deposit account is the designated bank account where incoming funds will be deposited. The name of this account must match the registered business name exactly. We are not able to accept personal accounts unless your business is a registered sole proprietorship." })), h("hr", { class: "mt-2" }), this.viewMode === 'readonly' && this.renderReadonlyView(), this.viewMode === 'plaid' && this.renderPlaidView(), this.viewMode === 'manual' && this.renderManualEntryView()), this.viewMode !== 'plaid' && this.renderDocumentUploads()));
     }
     static get is() { return "business-bank-account-form-step"; }
     static get properties() {
@@ -345,10 +449,14 @@ export class BusinessBankAccountFormStep {
             "formController": {},
             "errors": {},
             "bankAccount": {},
+            "existingDocuments": {},
+            "documentData": {},
             "isLoading": {},
             "viewMode": {},
             "getBusiness": {},
             "postBankAccount": {},
+            "postDocumentRecord": {},
+            "postDocument": {},
             "bankAccountVerification": {},
             "platformAccountId": {}
         };

package/dist/collection/components/business-forms/payment-provisioning/business-core-info/business-core-info-form-step.js

@@ -128,7 +128,7 @@ export class BusinessCoreInfoFormStep {
         if (this.isLoading) {
             return h(PaymentProvisioningLoading, null);
         }
-        return (h("form", null, h("fieldset", null, h("div", { class: "d-flex align-items-center gap-2" }, h("legend", { class: "mb-0", part: heading2 }, "Business Information")), h("hr", { class: "mt-2" }), h("div", { class: "row gy-3" }, h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "legal_name", label: "Business Name", defaultValue: coreInfoDefaultValue.legal_name, errorText: this.errors.legal_name, inputHandler: this.inputHandler, helpText: "Enter this exactly as it appears on your tax records (don't use acronyms or abbreviations unless you registered that way)." })), h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "doing_business_as", label: "Doing Business As (DBA)", defaultValue: coreInfoDefaultValue.doing_business_as, errorText: this.errors.doing_business_as, inputHandler: this.inputHandler, helpText: "Enter this exactly as it appears on your tax records (leave blank if you don't have a registered DBA/trade name)" })), h("div", { class: "col-12 col-md-8" }, h("form-control-select", { name: "classification", label: "Business Classification", options: businessClassificationOptions, defaultValue: coreInfoDefaultValue.classification, errorText: this.errors.classification, inputHandler: this.inputHandler })), h("div", { class: "col-12 col-md-4" }, h("form-control-date", { name: "date_of_incorporation", label: "Date of Registration", defaultValue: coreInfoDefaultValue.date_of_incorporation, errorText: this.errors.date_of_incorporation, inputHandler: this.inputHandler })), h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "industry", label: "Industry", defaultValue: coreInfoDefaultValue.industry, errorText: this.errors.industry, inputHandler: this.inputHandler, helpText: "Describe what you sell" })), h("div", { class: "col-12 col-md-6" }, (!((_a = this.coreInfo) === null || _a === void 0 ? void 0 : _a.tax_id_last4) || this.isEditingTaxId) ? (h("form-control-number-masked", { name: "tax_id", label: countryLabels[this.country].taxIdLabelOptional || countryLabels[this.country].taxIdLabel, defaultValue: this.isEditingTaxId ? '' : coreInfoDefaultValue.tax_id, errorText: this.errors.tax_id, inputHandler: this.inputHandler, mask: '000000000', helpText: countryLabels[this.country].taxIdHelpText })) : (h("div", null, h("label", { class: "form-label", part: label }, countryLabels[this.country].taxIdLabel), h("div", { class: "input-group mb-3" }, h("input", { type: "text", class: "form-control", part: inputDisabled, value: `****${(_b = this.coreInfo) === null || _b === void 0 ? void 0 : _b.tax_id_last4}`, disabled: true }), h("button", { class: "btn btn-secondary", type: "button", part: buttonSecondary, onClick: () => {
+        return (h("form", null, h("fieldset", null, h("div", { class: "d-flex align-items-center gap-2" }, h("legend", { class: "mb-0", part: heading2 }, "Business Information")), h("hr", { class: "mt-2" }), h("div", { class: "row gy-3" }, h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "legal_name", label: "Business Name", defaultValue: coreInfoDefaultValue.legal_name, errorText: this.errors.legal_name, inputHandler: this.inputHandler, helpText: "Enter this exactly as it appears on your tax records (don't use acronyms or abbreviations unless you registered that way)." })), h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "doing_business_as", label: "Doing Business As (DBA)", defaultValue: coreInfoDefaultValue.doing_business_as, errorText: this.errors.doing_business_as, inputHandler: this.inputHandler, helpText: "Enter this exactly as it appears on your tax records (leave blank if you don't have a registered DBA/trade name)" })), h("div", { class: "col-12 col-md-8" }, h("form-control-select", { name: "classification", label: "Business Classification", options: businessClassificationOptions, defaultValue: coreInfoDefaultValue.classification, errorText: this.errors.classification, inputHandler: this.inputHandler })), h("div", { class: "col-12 col-md-4" }, h("form-control-date", { name: "date_of_incorporation", label: "Date of Registration", defaultValue: coreInfoDefaultValue.date_of_incorporation, errorText: this.errors.date_of_incorporation, inputHandler: this.inputHandler })), h("div", { class: "col-12 col-md-6" }, h("form-control-text", { name: "industry", label: "Industry", defaultValue: coreInfoDefaultValue.industry, errorText: this.errors.industry, inputHandler: this.inputHandler, helpText: "Describe what you sell" })), h("div", { class: "col-12 col-md-6" }, (!((_a = this.coreInfo) === null || _a === void 0 ? void 0 : _a.tax_id_last4) || this.isEditingTaxId) ? (h("form-control-number-masked", { name: "tax_id", label: countryLabels[this.country].taxIdLabel, defaultValue: this.isEditingTaxId ? '' : coreInfoDefaultValue.tax_id, errorText: this.errors.tax_id, inputHandler: this.inputHandler, mask: '000000000', helpText: countryLabels[this.country].taxIdHelpText })) : (h("div", null, h("label", { class: "form-label", part: label }, countryLabels[this.country].taxIdLabel), h("div", { class: "input-group mb-3" }, h("input", { type: "text", class: "form-control", part: inputDisabled, value: `****${(_b = this.coreInfo) === null || _b === void 0 ? void 0 : _b.tax_id_last4}`, disabled: true }), h("button", { class: "btn btn-secondary", type: "button", part: buttonSecondary, onClick: () => {
                 this.isEditingTaxId = true;
                 // Clear last4-equivalent and current value if any future conditional validation depends on it
                 this.formController.setValues(Object.assign(Object.assign({}, this.formController.values.getValue()), { tax_id: '', tax_id_last4: null }));

package/dist/collection/components/business-forms/payment-provisioning/business-owners/business-owners-form-step.js

@@ -122,14 +122,6 @@ export class BusinessOwnersFormStep {
         if (!formsValid) {
             return;
         }
-        if (!this.allowOptionalFields) {
-            const percentages = await Promise.all(this.refs.map(ref => ref.getOwnershipPercentage()));
-            const total = percentages.reduce((sum, p) => sum + (parseFloat(p) || 0), 0);
-            if (total !== 100) {
-                await Promise.all(this.refs.map(ref => ref.setOwnershipPercentageError('Ownership percentages must total 100%')));
-                return;
-            }
-        }
         const formSubmissions = this.refs.map(ref => ref.submit());
         const submissionsValid = (await Promise.all(formSubmissions)).every(result => result);
         if (!submissionsValid) {

package/dist/collection/components/business-forms/payment-provisioning/business-representative/business-representative-form-inputs.js

@@ -2,9 +2,7 @@ import { h } from "@stencil/core";
 import { updateAddressFormValues, updateDateOfBirthFormValues, updateFormValues } from "../../utils/input-handlers";
 import { PHONE_MASKS, IDENTITY_MASKS } from "../../../../utils/form-input-masks";
 import { heading2, label, inputDisabled, buttonSecondary } from "../../../../styles/parts";
-import { CountryCode } from "../../../../utils/country-codes";
 import { countryLabels } from "../../utils/country-config";
-import { businessTitleOptions } from "../../utils/business-form-options";
 export class BusinessRepresentativeFormInputs {
     constructor() {
         this.isEditingIdentification = false;
@@ -17,14 +15,14 @@ export class BusinessRepresentativeFormInputs {
     }
     render() {
         var _a, _b, _c, _d, _e, _f, _g, _h, _j;
-        return (h("form", { key: '2346f250e4e2982b5b5b2624d039f551b5b5ed4e' }, h("fieldset", { key: '7b496e6157e5eec02ef0d263c68fbd1e001c75ac' }, h("div", { key: 'b86d993c7fbee2269e48c7d4ea51826f199fecd4', class: "d-flex align-items-center gap-2" }, h("legend", { key: '2b013e6068bbbca54a0852093ab4a2fae4ce64d2', class: "mb-0", part: heading2 }, "Representative"), h("form-control-tooltip", { key: '01e0f1d6ba2d5ee852593f7015a3ba7e0d980df9', helpText: "The representative for your business needs to be someone who has significant control over managing your business's finance. You will have an opportunity to add owners later in the form." })), h("hr", { key: '4bec34756ec7081e01809175bc3d2b6af0532537', class: "mt-2" }), h("div", { key: '6965720fabb1f12c6bb3c5a81f74ae12f44037b2', class: "row gy-3" }, h("div", { key: 'efbb768ba1e66d5ef47f792c39a17921b40e0eba', class: "col-12 col-md-8" }, h("form-control-text", { key: '28477d3798ba7d14aee9201e84b276d8e85a21df', name: "name", label: "Full Name", defaultValue: (_a = this.representativeDefaultValue) === null || _a === void 0 ? void 0 : _a.name, errorText: this.errors.name, inputHandler: this.inputHandler })), h("div", { key: '28f17ccbe4da476256acd9c5a4e78a6a641ba6e9', class: "col-12 col-md-4" }, h("form-control-select", { key: 'dae6a93a0bc057abb97024277be0f10de01514e2', name: "title", label: "Title", options: businessTitleOptions, defaultValue: (_b = this.representativeDefaultValue) === null || _b === void 0 ? void 0 : _b.title, errorText: this.errors.title, inputHandler: this.inputHandler })), h("div", { key: '2f9a45774adaa0040df2da1a8000d1ee61e16bf5', class: "col-12 col-md-6" }, h("form-control-text", { key: '66a2a1ea8b54c03c012d76a74654ee19a9f958a7', name: "email", label: "Email Address", defaultValue: (_c = this.representativeDefaultValue) === null || _c === void 0 ? void 0 : _c.email, errorText: this.errors.email, inputHandler: this.inputHandler })), h("div", { key: '3b34f0cb11d358db2220c01aac90e8b7ba3cc01b', class: "col-12 col-md-6" }, h("form-control-number-masked", { key: '52c62ec653fb917a248a302f7cb5ad46dc7bcc23', name: "phone", label: "Phone Number", defaultValue: (_d = this.representativeDefaultValue) === null || _d === void 0 ? void 0 : _d.phone, errorText: this.errors.phone, inputHandler: this.inputHandler, mask: PHONE_MASKS.US })), h("div", { key: 'd287ec225af1541cca227d3b8bc54466cbb86b07', class: "col-12 col-md-4" }, h("form-control-date", { key: '7e1ff6cc40b01dc7f6ad0ad84d73c0e59eea0d6f', name: "dob_full", label: "Birth Date", defaultValue: (_e = this.representativeDefaultValue) === null || _e === void 0 ? void 0 : _e.dob_full, errorText: this.errors.dob_full, inputHandler: this.inputHandler, onFormControlInput: (e) => updateDateOfBirthFormValues(e, this.formController), helpText: "Must be 18 or older." })), h("div", { key: '283b09c845f1a12f4974f82a26fffbf7c5f608ba', class: "col-12 col-md-8" }, (!((_f = this.representativeDefaultValue) === null || _f === void 0 ? void 0 : _f.ssn_last4) || this.isEditingIdentification) ? (h("form-control-number-masked", { name: "identification_number", label: this.country === CountryCode.CAN ? countryLabels[this.country].idNumberLabelOptional : countryLabels[this.country].idNumberLabel, defaultValue: this.isEditingIdentification ? '' : (_g = this.representativeDefaultValue) === null || _g === void 0 ? void 0 : _g.identification_number, errorText: this.errors.identification_number, inputHandler: this.inputHandler, mask: IDENTITY_MASKS[this.country], helpText: countryLabels[this.country].identityHelpText })) : (h("div", null, h("label", { class: "form-label", part: label }, this.country === CountryCode.CAN ? countryLabels[this.country].idNumberLabelOptional : countryLabels[this.country].idNumberLabel), h("div", { class: "input-group mb-3" }, h("input", { type: "text", class: "form-control", part: inputDisabled, value: `****${(_h = this.representativeDefaultValue) === null || _h === void 0 ? void 0 : _h.ssn_last4}`, disabled: true }), h("button", { class: "btn btn-secondary", type: "button", part: buttonSecondary, onClick: () => {
+        return (h("form", { key: 'ef49167cc726b3d4efa128503553a77a7627ebee' }, h("fieldset", { key: '3714ce7eab6e9cee062911564d1c2635b68dfc8b' }, h("div", { key: '4f27236b0438e29d7449bf5e9f71c00c7245effa', class: "d-flex align-items-center gap-2" }, h("legend", { key: 'adc144da314549264571b245c5388ab56c1dbbf1', class: "mb-0", part: heading2 }, "Representative"), h("form-control-tooltip", { key: 'bcc76add04febe984427103a594aa63cab17bd27', helpText: "The representative for your business needs to be someone who has significant control over managing your business's finance. You will have an opportunity to add owners later in the form." })), h("hr", { key: '98bfed19989ee57e451a7005f3e60af16cc5d3b5', class: "mt-2" }), h("div", { key: '8f5e0e3deed2627ecf9f77290f268c0e2ee68bfa', class: "row gy-3" }, h("div", { key: 'b1205284a54a608b9c3b6be386e134849c9c6b25', class: "col-12 col-md-8" }, h("form-control-text", { key: '36fcd91ca263adfd9fb69dc88f15404f93a8bc13', name: "name", label: "Full Name", defaultValue: (_a = this.representativeDefaultValue) === null || _a === void 0 ? void 0 : _a.name, errorText: this.errors.name, inputHandler: this.inputHandler })), h("div", { key: '879337d3c6a120f5dc9de3cd3364b34b9c4689df', class: "col-12 col-md-4" }, h("form-control-text", { key: 'ff2e4d29e76b93693735b35cbaca4416f0cd28a0', name: "title", label: "Title", defaultValue: (_b = this.representativeDefaultValue) === null || _b === void 0 ? void 0 : _b.title, errorText: this.errors.title, inputHandler: this.inputHandler, helpText: "Role at your business, e.g. President, CEO, Treasurer." })), h("div", { key: '2a011b74b4c203ae4a309d7d76ea8fd0631a5f2c', class: "col-12 col-md-6" }, h("form-control-text", { key: '1ef20c59829ed3abe81cc53355bbafd5d4894360', name: "email", label: "Email Address", defaultValue: (_c = this.representativeDefaultValue) === null || _c === void 0 ? void 0 : _c.email, errorText: this.errors.email, inputHandler: this.inputHandler })), h("div", { key: '460dad175238fdfea8c79666343943a95aac0fd5', class: "col-12 col-md-6" }, h("form-control-number-masked", { key: '7bd3ad79f6da1d33e38c2246d9c0378c2ef8b7d7', name: "phone", label: "Phone Number", defaultValue: (_d = this.representativeDefaultValue) === null || _d === void 0 ? void 0 : _d.phone, errorText: this.errors.phone, inputHandler: this.inputHandler, mask: PHONE_MASKS.US })), h("div", { key: 'cda84bfc9f88a35177a42b7f9ec4c58292600c0b', class: "col-12 col-md-4" }, h("form-control-date", { key: '5ed66fabc97afc94a5839135add25dbcb5237900', name: "dob_full", label: "Birth Date", defaultValue: (_e = this.representativeDefaultValue) === null || _e === void 0 ? void 0 : _e.dob_full, errorText: this.errors.dob_full, inputHandler: this.inputHandler, onFormControlInput: (e) => updateDateOfBirthFormValues(e, this.formController), helpText: "Must be 18 or older." })), h("div", { key: '0e19619fd081ea9dacd0eb25388a4c7b2c993312', class: "col-12 col-md-8" }, (!((_f = this.representativeDefaultValue) === null || _f === void 0 ? void 0 : _f.ssn_last4) || this.isEditingIdentification) ? (h("form-control-number-masked", { name: "identification_number", label: countryLabels[this.country].idNumberLabel, defaultValue: this.isEditingIdentification ? '' : (_g = this.representativeDefaultValue) === null || _g === void 0 ? void 0 : _g.identification_number, errorText: this.errors.identification_number, inputHandler: this.inputHandler, mask: IDENTITY_MASKS[this.country], helpText: countryLabels[this.country].identityHelpText })) : (h("div", null, h("label", { class: "form-label", part: label }, countryLabels[this.country].idNumberLabel), h("div", { class: "input-group mb-3" }, h("input", { type: "text", class: "form-control", part: inputDisabled, value: `****${(_h = this.representativeDefaultValue) === null || _h === void 0 ? void 0 : _h.ssn_last4}`, disabled: true }), h("button", { class: "btn btn-secondary", type: "button", part: buttonSecondary, onClick: () => {
                 this.isEditingIdentification = true;
                 // Clear current value to force validation
                 updateFormValues(this.formController, {
                     identification_number: '',
                     ssn_last4: null
                 });
-            } }, "Change"))))), h("div", { key: '0a40679570df7b85faa7530797ebc21ca8794263', class: "col-12" }, h("identity-address-form", { key: '5a1590251365260413ab63ce9a417d3d71c71e84', errors: this.errors.address, defaultValues: (_j = this.representativeDefaultValue) === null || _j === void 0 ? void 0 : _j.address, handleFormUpdate: this.onAddressFormUpdate, country: this.country }))))));
+            } }, "Change"))))), h("div", { key: '6647390b209f5a630bf60e8952a7b0e70c92ca8a', class: "col-12" }, h("identity-address-form", { key: '9755d0450fc8d83ba0a98a304455df346ff33e7f', errors: this.errors.address, defaultValues: (_j = this.representativeDefaultValue) === null || _j === void 0 ? void 0 : _j.address, handleFormUpdate: this.onAddressFormUpdate, country: this.country }))))));
     }
     static get is() { return "business-representative-form-inputs"; }
     static get properties() {

package/dist/collection/components/business-forms/payment-provisioning/justifi-payment-provisioning.js

@@ -111,7 +111,7 @@ export class JustifiPaymentProvisioning {
         else {
             this.businessLoading = false;
         }
-        this.refs = new Array(8);
+        this.refs = new Array(7);
     }
     disconnectedCallback() {
         var _a;

package/dist/collection/components/business-forms/payment-provisioning/payment-provisioning-form-steps.js

@@ -11,15 +11,14 @@ export class PaymentProvisioningFormSteps {
             3: () => h("business-representative-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[3] = el, allowOptionalFields: this.allowOptionalFields, country: this.country }),
             4: () => h("business-owners-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[4] = el, allowOptionalFields: this.allowOptionalFields, country: this.country }),
             5: () => h("business-bank-account-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[5] = el, allowOptionalFields: this.allowOptionalFields, country: this.country }),
-            6: () => h("document-upload-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[6] = el, allowOptionalFields: this.allowOptionalFields, country: this.country }),
-            7: () => h("business-terms-conditions-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[7] = el, onFormLoading: this.handleFormLoading, allowOptionalFields: this.allowOptionalFields }),
+            6: () => h("business-terms-conditions-form-step", { businessId: this.businessId, authToken: this.authToken, ref: (el) => this.refs[6] = el, onFormLoading: this.handleFormLoading, allowOptionalFields: this.allowOptionalFields }),
         };
     }
     get currentStepComponent() {
         return this.componentStepMapping[this.currentStep]();
     }
     render() {
-        return (h("div", { key: 'a249d66ac8348900e21998c4cf89bd02cfeec7c1', class: 'col-12 mb-4' }, this.currentStepComponent));
+        return (h("div", { key: '6bd8ebe91fefb364dd29a741e2cdf8a90aa1351b', class: 'col-12 mb-4' }, this.currentStepComponent));
     }
     static get is() { return "payment-provisioning-form-steps"; }
     static get properties() {

package/dist/collection/components/business-forms/schemas/business-bank-account-schema.js

@@ -1,7 +1,11 @@
-import { object, string } from "yup";
+import { object, mixed, string } from "yup";
 import { CountryCode } from "../../../utils/country-codes";
+import { EntityDocumentType } from "../../../api/Document";
 import { accountNumberValidation, accountTypeValidation, bankNameValidation, identityNameValidation, nicknameValidation, routingNumberValidation, } from "./schema-validations";
 import { numbersOnlyRegex } from "./schema-helpers";
+const checkExistingDocs = (documents, documentType) => {
+    return documents.some((doc) => doc.document_type === documentType);
+};
 const buildCommonFieldRules = (allowOptionalFields) => {
     if (allowOptionalFields) {
         return {
@@ -20,6 +24,30 @@ const buildCommonFieldRules = (allowOptionalFields) => {
         account_number: accountNumberValidation.required('Enter account number'),
     };
 };
+const buildDocumentRules = (documents, allowOptionalFields) => {
+    if (allowOptionalFields) {
+        return {
+            voided_check: mixed().nullable(),
+            bank_statement: mixed().nullable(),
+        };
+    }
+    const existingVoidedCheck = checkExistingDocs(documents, EntityDocumentType.voidedCheck);
+    const existingBankStatement = checkExistingDocs(documents, EntityDocumentType.bankStatement);
+    const existingDocument = existingVoidedCheck || existingBankStatement;
+    const documentErrorText = 'Please upload either a voided check or a bank statement. Only one is required.';
+    return {
+        voided_check: mixed().when('bank_statement', {
+            is: (val) => !val && !existingDocument,
+            then: (schema) => schema.required(documentErrorText),
+            otherwise: (schema) => schema.notRequired(),
+        }),
+        bank_statement: mixed().when('voided_check', {
+            is: (val) => !val && !existingDocument,
+            then: (schema) => schema.required(documentErrorText),
+            otherwise: (schema) => schema.notRequired(),
+        }),
+    };
+};
 const buildUSARules = (allowOptionalFields) => {
     if (allowOptionalFields) {
         return { routing_number: routingNumberValidation.nullable() };
@@ -44,17 +72,17 @@ const buildCANRules = (allowOptionalFields) => {
         transit_number: transitNumberValidation.required('Enter transit number'),
     };
 };
-export const businessBankAccountSchemaUSA = (allowOptionalFields) => {
-    const shape = Object.assign(Object.assign({}, buildCommonFieldRules(allowOptionalFields)), buildUSARules(allowOptionalFields));
-    return object().shape(shape);
+export const businessBankAccountSchemaUSA = (documents, allowOptionalFields) => {
+    const shape = Object.assign(Object.assign(Object.assign({}, buildCommonFieldRules(allowOptionalFields)), buildUSARules(allowOptionalFields)), buildDocumentRules(documents, allowOptionalFields));
+    return object().shape(shape, [['voided_check', 'bank_statement']]);
 };
-export const businessBankAccountSchemaCAN = (allowOptionalFields) => {
-    const shape = Object.assign(Object.assign({}, buildCommonFieldRules(allowOptionalFields)), buildCANRules(allowOptionalFields));
-    return object().shape(shape);
+export const businessBankAccountSchemaCAN = (documents, allowOptionalFields) => {
+    const shape = Object.assign(Object.assign(Object.assign({}, buildCommonFieldRules(allowOptionalFields)), buildCANRules(allowOptionalFields)), buildDocumentRules(documents, allowOptionalFields));
+    return object().shape(shape, [['voided_check', 'bank_statement']]);
 };
 // For backward compatibility, default to USA
-export const businessBankAccountSchema = (allowOptionalFields) => businessBankAccountSchemaUSA(allowOptionalFields);
+export const businessBankAccountSchema = (documents, allowOptionalFields) => businessBankAccountSchemaUSA(documents, allowOptionalFields);
 export const bankAccountSchemaByCountry = {
-    [CountryCode.USA]: (allowOptionalFields) => businessBankAccountSchemaUSA(allowOptionalFields),
-    [CountryCode.CAN]: (allowOptionalFields) => businessBankAccountSchemaCAN(allowOptionalFields),
+    [CountryCode.USA]: (allowOptionalFields, documents = []) => businessBankAccountSchemaUSA(documents, allowOptionalFields),
+    [CountryCode.CAN]: (allowOptionalFields, documents = []) => businessBankAccountSchemaCAN(documents, allowOptionalFields),
 };

package/dist/collection/components/business-forms/schemas/business-core-info-schema.js

@@ -42,7 +42,7 @@ export const businessCoreInfoSchemaCAN = (allowOptionalFields) => baseBusinessCo
     tax_id: makeTaxIdValidation(CountryCode.CAN)
         .when('tax_id_last4', {
         is: (val) => !val,
-        then: (schema) => schema.notRequired().nullable(),
+        then: (schema) => schema.required(`Enter valid ${countryLabels.CAN.taxIdLabel} without dashes`),
         otherwise: (schema) => schema.nullable(),
     }),
 }));

package/dist/collection/components/business-forms/schemas/business-identity-schema.js

@@ -23,9 +23,7 @@ const strictSchemaUSA = (role) => object({
     ssn_last4: string().nullable(),
     // ssn required unless last4 provided (handled inside ssnValidation)
     identification_number: ssnValidation,
-    ownership_percentage: role === 'owner'
-        ? ownershipPercentageValidation.required('Enter ownership percentage')
-        : ownershipPercentageValidation.nullable(),
+    ownership_percentage: ownershipPercentageValidation.nullable(),
     address: addressSchemaUSA(false),
 });
 // Internal CAN schemas
@@ -47,10 +45,8 @@ const strictSchemaCAN = (role) => object({
     phone: phoneValidation.required('Enter phone number'),
     dob_full: dobValidation(role).required('Enter date of birth'),
     ssn_last4: string().nullable(),
-    identification_number: makeIdentityNumberValidation(CountryCode.CAN).nullable(),
-    ownership_percentage: role === 'owner'
-        ? ownershipPercentageValidation.required('Enter ownership percentage')
-        : ownershipPercentageValidation.nullable(),
+    identification_number: makeIdentityNumberValidation(CountryCode.CAN),
+    ownership_percentage: ownershipPercentageValidation.nullable(),
     address: addressSchemaCAN(false),
 });
 export const identitySchemaUSA = (role, allowOptionalFields) => allowOptionalFields ? schemaUSA(role) : strictSchemaUSA(role);

package/dist/collection/components/business-forms/schemas/schema-validations.js

@@ -46,6 +46,11 @@ export const makeIdentityNumberValidation = (country) => {
         return string()
             .matches(numbersOnlyRegex, 'Enter valid SIN')
             .length(countryValidation[country].identityDigits, 'Enter valid SIN')
+            .when('ssn_last4', {
+            is: (val) => !val || val.length === 0,
+            then: (schema) => schema.required('Enter SIN'),
+            otherwise: (schema) => schema.nullable(),
+        })
             .test('not-repeat', 'Enter valid SIN', (value) => {
             return !/^(\d)\1+$/.test(value);
         })
@@ -63,13 +68,9 @@ export const makeTaxIdValidation = (country) => {
             .matches(numbersOnlyRegex, 'Enter valid Business Number (BN)')
             .length(countryValidation[country].taxIdDigits, 'Enter valid Business Number (BN)')
             .test('not-repeat', 'Enter valid Business Number (BN)', (value) => {
-            if (!value)
-                return true;
             return !/^(\d)\1+$/.test(value);
         })
             .test('not-seq', 'Enter valid Business Number (BN)', (value) => {
-            if (!value)
-                return true;
             return value !== '123456789';
         })
             .transform(transformEmptyString);
@@ -197,13 +198,9 @@ export const routingNumberValidation = string()
     .length(9, 'Routing number must be 9 digits')
     .matches(numbersOnlyRegex, 'Enter valid routing number')
     .test('not-repeat', 'Enter valid routing number', (value) => {
-    if (!value)
-        return true;
     return !/^(\d)\1+$/.test(value);
 })
     .test('valid', 'Enter valid routing number', (value) => {
-    if (!value)
-        return true;
     return validateRoutingNumber(value);
 })
     .transform(transformEmptyString);

package/dist/collection/components/business-forms/utils/business-form-options.js

@@ -75,56 +75,6 @@ export const seasonalBusinessOptions = [
         value: 'No',
     }
 ];
-export const businessTitleOptions = [
-    {
-        label: 'Choose title',
-        value: '',
-    },
-    {
-        label: 'Vice President',
-        value: 'Vice President',
-    },
-    {
-        label: 'President',
-        value: 'President',
-    },
-    {
-        label: 'Treasurer',
-        value: 'Treasurer',
-    },
-    {
-        label: 'Owner',
-        value: 'Owner',
-    },
-    {
-        label: 'Partner',
-        value: 'Partner',
-    },
-    {
-        label: 'CEO',
-        value: 'CEO',
-    },
-    {
-        label: 'Member LLC',
-        value: 'Member LLC',
-    },
-    {
-        label: 'Secretary',
-        value: 'Secretary',
-    },
-    {
-        label: 'Director',
-        value: 'Director',
-    },
-    {
-        label: 'COO',
-        value: 'COO',
-    },
-    {
-        label: 'CFO',
-        value: 'CFO',
-    },
-];
 export const bankAccountTypeOptions = [
     {
         label: 'Checking',

package/dist/collection/components/business-forms/utils/country-config.js

@@ -9,7 +9,6 @@ export const countryLabels = {
         idNumberLabelOptional: 'SSN (optional)',
         identityHelpText: 'Enter your full Social Security Number. It is required for Federal OFAC check.',
         taxIdLabel: 'Tax ID (EIN or SSN)',
-        taxIdLabelOptional: '',
         taxIdHelpText: "Employer Identification Numbers (EINs) are nine digits. The federal tax identification number/EIN issued to you by the IRS. It can be found on your tax returns. Enter value without dashes.",
     },
     CAN: {
@@ -19,7 +18,6 @@ export const countryLabels = {
         idNumberLabelOptional: 'SIN (optional)',
         identityHelpText: 'Enter your full Social Insurance Number.',
         taxIdLabel: 'Business Number (BN)',
-        taxIdLabelOptional: 'Business Number (BN) (optional)',
         taxIdHelpText: 'Business Numbers (BN) are nine digits. Enter value without spaces or dashes.',
     },
 };

package/dist/collection/components/modular-checkout/sub-components/justifi-google-pay.js

@@ -17,7 +17,8 @@ var GooglePayEventTypes;
 })(GooglePayEventTypes || (GooglePayEventTypes = {}));
 export class JustifiGooglePay {
     constructor() {
-        this.environment = "TEST";
+        this.environment = "PRODUCTION";
+        this.merchantDisplayName = "JustiFi Checkout";
         this.iframeReady = false;
         this.sdkLoaded = false;
         this.isReadyToPay = false;
@@ -82,7 +83,7 @@ export class JustifiGooglePay {
         const config = {
             environment: this.environment,
             gatewayMerchantId: checkoutStore.accountId,
-            merchantName: this.merchantName,
+            merchantName: this.merchantDisplayName,
             authToken: checkoutStore.authToken,
             accountId: checkoutStore.accountId,
         };
@@ -142,9 +143,9 @@ export class JustifiGooglePay {
                 "setter": false,
                 "reflect": false,
                 "attribute": "environment",
-                "defaultValue": "\"TEST\""
+                "defaultValue": "\"PRODUCTION\""
             },
-            "merchantName": {
+            "merchantDisplayName": {
                 "type": "string",
                 "mutable": false,
                 "complexType": {
@@ -153,7 +154,7 @@ export class JustifiGooglePay {
                     "references": {}
                 },
                 "required": false,
-                "optional": true,
+                "optional": false,
                 "docs": {
                     "tags": [],
                     "text": ""
@@ -161,7 +162,8 @@ export class JustifiGooglePay {
                 "getter": false,
                 "setter": false,
                 "reflect": false,
-                "attribute": "merchant-name"
+                "attribute": "merchant-display-name",
+                "defaultValue": "\"JustiFi Checkout\""
             }
         };
     }

package/dist/collection/ui-components/form/form-control-file.js

@@ -149,7 +149,7 @@ export class FormControlFile {
                 "mutable": false,
                 "complexType": {
                     "original": "EntityDocumentType",
-                    "resolved": "EntityDocumentType.articlesOfIncorporation | EntityDocumentType.balanceSheet | EntityDocumentType.bankStatement | EntityDocumentType.birthCertificate | EntityDocumentType.businessRegistration | EntityDocumentType.citizenshipCard | EntityDocumentType.driverLicense | EntityDocumentType.foreignPassport | EntityDocumentType.governmentId | EntityDocumentType.nexusCard | EntityDocumentType.other | EntityDocumentType.passport | EntityDocumentType.profitAndLossStatement | EntityDocumentType.residentCard | EntityDocumentType.sinCard | EntityDocumentType.ssnCard | EntityDocumentType.statusCard | EntityDocumentType.taxReturn | EntityDocumentType.voidedCheck",
+                    "resolved": "EntityDocumentType.balanceSheet | EntityDocumentType.bankStatement | EntityDocumentType.governmentId | EntityDocumentType.other | EntityDocumentType.profitAndLossStatement | EntityDocumentType.taxReturn | EntityDocumentType.voidedCheck",
                     "references": {
                         "EntityDocumentType": {
                             "location": "import",