@zeniai/client-epic-state 5.0.83-betaRR5 → 5.0.84-beta0ND

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js

@@ -1,5 +1,6 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
+import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -10,60 +11,29 @@ export const initialState = {
     dashboardLoadedStatus: initialStatus,
     currentStep: 'link_payment_account',
     companyDetails: {
+        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: {
-        Officer_1: {
+    companyOfficerUpdateStatus: (() => {
+        const emptyOfficerSlot = {
+            autoFilledFields: [],
             localData: undefined,
             sendOtpStatus: initialStatus,
             otpverificationStatus: initialStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-    },
+        };
+        return {
+            Officer_1: { ...emptyOfficerSlot },
+            Officer_2: { ...emptyOfficerSlot },
+            Officer_3: { ...emptyOfficerSlot },
+            Officer_4: { ...emptyOfficerSlot },
+            Officer_5: { ...emptyOfficerSlot },
+            Officer_6: { ...emptyOfficerSlot },
+            Officer_7: { ...emptyOfficerSlot },
+            Officer_8: { ...emptyOfficerSlot },
+            Officer_9: { ...emptyOfficerSlot },
+            Officer_10: { ...emptyOfficerSlot },
+        };
+    })(),
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -91,6 +61,7 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -180,6 +151,111 @@ const onboardingCustomerView = createSlice({
                 };
             },
         },
+        acknowledgeOnboardingAiFinanceTeam: {
+            reducer(draft) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
+            draft.aiFinanceTeamAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiFinanceTeamFailure: {
+            reducer(draft, action) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        fetchAiAgentsActivationStatus(draft) {
+            draft.aiAgentsActivation.fetchStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchAiAgentsActivationStatusSuccess: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                draft.aiAgentsActivation.ledgerPhases = action.payload.ledgerPhases;
+                draft.aiAgentsActivation.backgroundPhases =
+                    action.payload.backgroundPhases;
+                draft.aiAgentsActivation.counts = action.payload.counts;
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        fetchAiAgentsActivationStatusFailure: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return { payload: error };
+            },
+        },
+        aiAgentsActivationCountsUpdated: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.counts = {
+                    ...draft.aiAgentsActivation.counts,
+                    ...action.payload,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        aiAgentsActivationPhaseChanged: {
+            reducer(draft, action) {
+                const target = action.payload.section === 'ledger'
+                    ? draft.aiAgentsActivation.ledgerPhases
+                    : draft.aiAgentsActivation.backgroundPhases;
+                const index = target.findIndex((phase) => phase.key === action.payload.key);
+                if (index === -1) {
+                    target.push(action.payload);
+                }
+                else {
+                    target[index] = { ...target[index], ...action.payload };
+                }
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        aiAgentsActivationSectionReady: {
+            reducer(draft, action) {
+                const target = action.payload.section === 'ledger'
+                    ? draft.aiAgentsActivation.ledgerPhases
+                    : draft.aiAgentsActivation.backgroundPhases;
+                target.forEach((phase) => {
+                    phase.status = 'ready';
+                });
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -592,7 +668,49 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
+        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
+        applyKycDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType, values, autoFilledFieldNames } = action.payload;
+                const slot = draft.companyOfficerUpdateStatus[officerType];
+                slot.localData = Object.assign({}, slot.localData, values);
+                slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Merge AI-parsed company fields into companyDetails onboarding localData. */
+        applyKybDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                const prev = draft.companyDetails.autoFilledFields ?? [];
+                draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Wipe AI-autofill badges during onboarding. */
+        clearKycKybAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType } = action.payload;
+                if (officerType != null) {
+                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
+                }
+                else {
+                    draft.companyDetails.autoFilledFields = [];
+                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
+                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
+                    });
+                }
+            },
+            prepare(payload = {}) {
+                return { payload };
+            },
+        },
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, aiAgentsActivationSectionReady, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -323,3 +323,17 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
+const fromActivationView = (state) => state.onboardingCustomerViewState.aiAgentsActivation;
+export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+export const getAiAgentsActivationLedgerPhases = (state) => fromActivationView(state).ledgerPhases;
+export const getAiAgentsActivationBackgroundPhases = (state) => fromActivationView(state).backgroundPhases;
+export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
+const SECTION_ROW_STATUS_FALLBACK = 'idle';
+const phaseStatusToRowStatus = (status) => {
+    if (status === 'ready') {
+        return 'building';
+    }
+    return status;
+};
+export const getAiAgentsActivationLedgerRowStatuses = (state) => fromActivationView(state).ledgerPhases.map((phase) => phaseStatusToRowStatus(phase.status ?? SECTION_ROW_STATUS_FALLBACK));
+export const getAiAgentsActivationBackgroundRowStatuses = (state) => fromActivationView(state).backgroundPhases.map((phase) => phaseStatusToRowStatus(phase.status ?? SECTION_ROW_STATUS_FALLBACK));

package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js

@@ -26,3 +26,16 @@ export const ALL_ONBOARDING_STEPS = [
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
+export const emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+export const emptyAiAgentsActivationSubview = {
+    backgroundPhases: [],
+    counts: emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    ledgerPhases: [],
+};

package/lib/esm/view/spendManagement/chargeCards/chargeCardList/chargeCardListSelector.js

@@ -87,31 +87,6 @@ export const getChargeCardListView = (state, includeCreditAccountDebitSummaryAnd
         hasDebitCard,
     };
 };
-/**
- * Returns every enriched `ChargeCardWithUser` for the tenant, without
- * applying the cards-list screen's `searchText` filter or its column
- * `sortKey/sortOrder`. Used by surfaces that need the raw card universe
- * decoupled from whatever the user has typed/sorted on the cards list
- * (e.g. the Card Policy "Apply to Cards" picker, which owns its own
- * search + sort UI). The list-screen's filter/sort state is intentionally
- * left untouched so revisits to the cards list still restore the user's
- * search.
- */
-export const getAllChargeCardsWithUser = (state) => {
-    const { chargeCardListState, chargeCardState, chargeCardConfigState } = state;
-    const cards = getChargeCardsByIds(chargeCardState, chargeCardListState.cardIds);
-    const chargeCardsWithUser = getChargeCardsWithUser(cards, state);
-    const fetchState = reduceFetchState([
-        chargeCardListState,
-        chargeCardConfigState,
-    ]).fetchState;
-    return {
-        fetchState,
-        error: chargeCardListState.error,
-        cards: chargeCardsWithUser,
-        version: '1.0',
-    };
-};
 export const getMyPendingActivationChargeCardListView = (state) => {
     const { tenantState, chargeCardListState, chargeCardState } = state;
     const cards = getChargeCardsByIds(chargeCardState, chargeCardListState.cardIds);

package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardEpic.js

@@ -7,7 +7,7 @@ import { updateAllUsers } from '../../../../entity/user/userReducer';
 import { updateUserRoles } from '../../../../entity/userRole/userRoleReducer';
 import { createZeniAPIStatus, isSuccessStatus, } from '../../../../responsePayload';
 import { updateChargeCardList } from '../chargeCardList/chargeCardListReducer';
-import { issueChargeCardSuccessOrFailure, issueChargeCards, updateChargeCardCount, updateDebitCardCount, updateLastIssuedCardIds, updateLastSelfIssuedDebitCardId, } from './issueChargeCardReducer';
+import { issueChargeCardSuccessOrFailure, issueChargeCards, updateChargeCardCount, updateDebitCardCount, updateLastSelfIssuedDebitCardId, } from './issueChargeCardReducer';
 export const issueChargeCardEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(issueChargeCards.match), switchMap(() => {
     const state = state$.value;
     const loggedInUserId = state$.value.tenantState.loggedInUser?.userId;
@@ -87,7 +87,7 @@ export const issueChargeCardEpic = (actions$, state$, zeniAPI) => actions$.pipe(
             actions.push(updateChargeCards(issuedCards), updateAllUsers({ users: response.data.users }), updateUserRoles(response.data.user_roles), updateChargeCardList({
                 chargeCardListPayload: response.data,
                 keepExistingListItems: true,
-            }), updateAddresses(response.data.addresses), updateChargeCardCount(response.data?.cards_count_by_user_id ?? []), updateDebitCardCount(response.data?.debit_cards_count_by_deposit_account_id ?? {}), updateLastIssuedCardIds(issuedCards.map((card) => card.card_id)), issueChargeCardSuccessOrFailure({ fetchState: 'Completed' }));
+            }), updateAddresses(response.data.addresses), updateChargeCardCount(response.data?.cards_count_by_user_id ?? []), updateDebitCardCount(response.data?.debit_cards_count_by_deposit_account_id ?? {}), issueChargeCardSuccessOrFailure({ fetchState: 'Completed' }));
             if (issuedCards.length === 1 &&
                 (issuedCards[0].card_type.code ===
                     'business_virtual_debit_card' ||

package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardReducer.js

@@ -1,6 +1,4 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { applyAiCardCreationFormDraftUpdate } from './applyAiCardCreationFormDraftUpdate';
-import { buildAiCardCreationFormDraftSeed } from './buildAiCardCreationFormDraftSeed';
 export const initialState = {
     depositAccountIds: [],
     depositAccountsFetchState: { fetchState: 'Not-Started', error: undefined },
@@ -16,7 +14,6 @@ export const initialState = {
     },
     activeChargeCardCount: {},
     activeDebitCardCountByDepositAccountId: {},
-    lastIssuedCardIds: [],
 };
 const issueChargeCard = createSlice({
     name: 'issueChargeCard',
@@ -37,19 +34,14 @@ const issueChargeCard = createSlice({
             },
         },
         issueChargeCards: {
-            prepare(payload) {
-                return { payload: payload ?? {} };
+            prepare() {
+                return { payload: {} };
             },
-            reducer(draft, action) {
+            reducer(draft) {
                 draft.saveStatus.fetchState = 'In-Progress';
                 draft.saveStatus.error = undefined;
-                draft.lastIssueSourceChatSessionId = action.payload.sourceChatSessionId;
-                draft.lastIssuedCardIds = [];
             },
         },
-        updateLastIssuedCardIds(draft, action) {
-            draft.lastIssuedCardIds = action.payload;
-        },
         updateChargeCardsLocalStore(draft, action) {
             draft.localData = action.payload;
         },
@@ -57,8 +49,6 @@ const issueChargeCard = createSlice({
             draft.localData = [...initialState.localData];
             draft.saveStatus = initialState.saveStatus;
             draft.lastSelfIssuedDebitCardId = undefined;
-            draft.lastIssueSourceChatSessionId = undefined;
-            draft.lastIssuedCardIds = [];
         },
         updateLastSelfIssuedDebitCardId(draft, action) {
             draft.lastSelfIssuedDebitCardId = action.payload;
@@ -134,45 +124,10 @@ const issueChargeCard = createSlice({
             draft.depositAccountsFetchState.fetchState = action.payload.fetchState;
             draft.depositAccountsFetchState.error = action.payload.error;
         },
-        /**
-         * Seed the AI card-creation form draft + companion context from the
-         * AI's `interactive_form` payload. Dispatched once when the
-         * `CardsCreationInteractiveForm` mounts (or the AI payload arrives).
-         */
-        seedAiCardCreationFormDraft: {
-            reducer(draft, action) {
-                const { draft: nextDraft, context } = buildAiCardCreationFormDraftSeed({
-                    allUsers: action.payload.allUsers,
-                    initialData: action.payload.initialData,
-                });
-                draft.aiCardCreationFormDraft = nextDraft;
-                draft.aiCardCreationFormDraftContext = context;
-            },
-            prepare(allUsers, initialData) {
-                return { payload: { allUsers, initialData } };
-            },
-        },
-        /**
-         * Replace the form draft from the component's `watchHandler`. Delegates
-         * to `applyAiCardCreationFormDraftUpdate` so the same derivation rules
-         * (review-mode `cardRows` re-derivation that preserves in-place edits)
-         * are shared with the Storybook owner harness.
-         */
-        updateAiCardCreationFormDraft(draft, action) {
-            draft.aiCardCreationFormDraft = applyAiCardCreationFormDraftUpdate({
-                prev: draft.aiCardCreationFormDraft,
-                next: action.payload,
-                context: draft.aiCardCreationFormDraftContext,
-            });
-        },
-        clearAiCardCreationFormDraft(draft) {
-            draft.aiCardCreationFormDraft = undefined;
-            draft.aiCardCreationFormDraftContext = undefined;
-        },
         clearIssueChargeCard(draft) {
             Object.assign(draft, initialState);
         },
     },
 });
-export const { issueChargeCards, updateChargeCardsLocalStore, updateLastSelfIssuedDebitCardId, updateLastIssuedCardIds, issueChargeCardSuccessOrFailure, resetIssueChargeCardForm, updateCustomAddressId, updateChargeCardCount, updateDebitCardCount, fetchIssueCardPage, updateDepositAccountsInCards, fetchDepositAccountListForCards, updateDepositAccountListForCardsFetchStatus, seedAiCardCreationFormDraft, updateAiCardCreationFormDraft, clearAiCardCreationFormDraft, clearIssueChargeCard, } = issueChargeCard.actions;
+export const { issueChargeCards, updateChargeCardsLocalStore, updateLastSelfIssuedDebitCardId, issueChargeCardSuccessOrFailure, resetIssueChargeCardForm, updateCustomAddressId, updateChargeCardCount, updateDebitCardCount, fetchIssueCardPage, updateDepositAccountsInCards, fetchDepositAccountListForCards, updateDepositAccountListForCardsFetchStatus, clearIssueChargeCard, } = issueChargeCard.actions;
 export default issueChargeCard.reducer;

package/lib/esm/view/spendManagement/chargeCards/issueChargeCard/issueChargeCardSelector.js

@@ -5,7 +5,6 @@ import { getDepositAccountLimitsForChargeCardByDepositAccountIds } from '../../.
 import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
 import { getNewAddress } from '../../../addressView/addressViewSelector';
 import { getUserList } from '../../../userListView/userListViewSelector';
-import { toIssueChargeCardLocalDataFromDraft } from './toIssueChargeCardLocalDataFromDraft';
 export const getIssueChargeCardView = (state, isCreditCardEnabled, isDebitCardEnabled) => {
     const { issueChargeCardState, userState, userRoleState, userListViewState, chargeCardConfigState, chargeCardListState, addressState, classState, depositAccountState, classListState, } = state;
     const userListSelectorView = getUserList(userState, userRoleState, userListViewState, 'cardHolderCandidate');
@@ -94,63 +93,3 @@ export const getIssueChargeCardView = (state, isCreditCardEnabled, isDebitCardEn
         lastSelfIssuedDebitCardId: issueChargeCardState.lastSelfIssuedDebitCardId,
     };
 };
-/**
- * Returns the AI CFO chat session id that triggered the most recent
- * `issueChargeCards` dispatch (if any). Used by the cards list screen to
- * decide whether the in-flight bulk-create originated from an AI CFO
- * interactive form submission and should therefore render a pending
- * placeholder + synthetic AI CFO drawer bubble.
- */
-export const getLastIssueChargeCardsSourceChatSessionId = (state) => {
-    return state.issueChargeCardState.lastIssueSourceChatSessionId;
-};
-/**
- * Returns the ids of the cards created by the most recent successful
- * `issueChargeCards` call. Used by the AI CFO drawer's "Created" success
- * bubble to map back to the actual created entities.
- */
-export const getLastIssuedChargeCardIds = (state) => {
-    return state.issueChargeCardState.lastIssuedCardIds;
-};
-/**
- * Returns the save-status fetch state for the most recent `issueChargeCards`
- * dispatch. Useful for gating pending placeholder rows on `In-Progress` /
- * swapping them out on `Completed`.
- */
-export const getIssueChargeCardsSaveStatus = (state) => {
-    return state.issueChargeCardState.saveStatus;
-};
-/**
- * Returns the number of card rows currently being bulk-issued via the most
- * recent `issueChargeCards` dispatch. Mirrors `localData.length` while the
- * call is in flight so the cards list screen can render N skeleton rows at
- * the top of the table.
- */
-export const getInFlightIssueChargeCardsCount = (state) => {
-    if (state.issueChargeCardState.saveStatus.fetchState !== 'In-Progress') {
-        return 0;
-    }
-    return state.issueChargeCardState.localData.length;
-};
-/**
- * Returns the current AI card-creation form draft, or `undefined` before
- * `seedAiCardCreationFormDraft` runs / after `clearAiCardCreationFormDraft`.
- * Used by the connected screens to hydrate the
- * `CardsCreationInteractiveForm`'s RHF.
- */
-export const getAiCardCreationFormDraft = (state) => {
-    return state.issueChargeCardState.aiCardCreationFormDraft;
-};
-/**
- * Project the AI card-creation form draft into the wire-ready
- * `IssueChargeCardLocalData[]` payload `issueChargeCardEpic` expects.
- * Returns an empty array when the draft is absent so callers can
- * short-circuit submission without dispatching a no-op bulk POST.
- */
-export const selectIssueChargeCardLocalDataFromDraft = (state) => {
-    const draft = state.issueChargeCardState.aiCardCreationFormDraft;
-    if (draft == null) {
-        return [];
-    }
-    return toIssueChargeCardLocalDataFromDraft(draft);
-};

package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js

@@ -0,0 +1,49 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { isSuccessResponse } from '../../../../../responsePayload';
+import { applyKybDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKybDocument } from '../../kycKybAutofillActions';
+import { mapCoiToCompanyDetails, mapTaxEinToCompanyDetails, } from '../../kycKybParseMapper';
+import { applyKybDocumentAutofillForSetup } from '../../setupViewReducer';
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+export const parseUploadedKybDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(parseUploadedKybDocument.match), mergeMap((action) => {
+    const { target, companyId, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return of();
+        }
+        let result;
+        switch (documentType) {
+            case 'certificate_of_incorporation':
+                result = mapCoiToCompanyDetails(response.data);
+                break;
+            case 'tax_ein':
+                result = mapTaxEinToCompanyDetails(response.data);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return of();
+        }
+        const applyAction = target === 'setup'
+            ? applyKybDocumentAutofillForSetup({
+                companyId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : applyKybDocumentAutofillForOnboarding({
+                companyId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return of(applyAction);
+    }), catchError(() => of()));
+}));

package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js

@@ -0,0 +1,58 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { getCountryList } from '../../../../../entity/countryList/countryListSelector';
+import { isSuccessResponse } from '../../../../../responsePayload';
+import { applyKycDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKycDocument } from '../../kycKybAutofillActions';
+import { mapDrivingLicenseToOfficer, mapPassportToOfficer, mapSsnCardToOfficer, } from '../../kycKybParseMapper';
+import { applyKycDocumentAutofillForSetup } from '../../setupViewReducer';
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+export const parseUploadedKycDocumentEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(parseUploadedKycDocument.match), mergeMap((action) => {
+    const { target, companyId, officerType, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return of();
+        }
+        const allCountries = getCountryList(state$.value.countryListState, 'nationalityCountryList').countries;
+        let result;
+        switch (documentType) {
+            case 'passport':
+                result = mapPassportToOfficer(response.data, allCountries);
+                break;
+            case 'driving_license':
+                result = mapDrivingLicenseToOfficer(response.data);
+                break;
+            case 'social_security_card':
+                result = mapSsnCardToOfficer(response.data);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return of();
+        }
+        const applyAction = target === 'setup'
+            ? applyKycDocumentAutofillForSetup({
+                companyId,
+                officerType,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : applyKycDocumentAutofillForOnboarding({
+                companyId,
+                officerType,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return of(applyAction);
+    }), catchError(() => 
+    // Autofill is best-effort; swallow errors silently so the user can keep typing.
+    of()));
+}));

package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js

@@ -0,0 +1,12 @@
+/**
+ * Trigger actions for the KYC / KYB autofill epics.
+ *
+ * These actions don't mutate state — the epic listens for them, calls
+ * document-communication-agent's sync endpoint, and dispatches the appropriate
+ * `applyKyc/KybDocumentAutofillFor{Setup,Onboarding}` against the matching
+ * slice. Co-located with the rest of the commonSetup module because the entire
+ * autofill flow is auxiliary to the setup view; there is no separate state.
+ */
+import { createAction } from '@reduxjs/toolkit';
+export const parseUploadedKycDocument = createAction('commonSetup/parseUploadedKycDocument');
+export const parseUploadedKybDocument = createAction('commonSetup/parseUploadedKybDocument');