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

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

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

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

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

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

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

package/lib/esm/view/companyView/companyViewReducer.js

@@ -309,6 +309,50 @@ const companyView = createSlice({
                 error: action.payload.status,
             };
         },
+        updateCapitalizationThreshold: {
+            prepare(companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType) {
+                return {
+                    payload: {
+                        companyId,
+                        capitalizationThreshold,
+                        capitalizationThresholdMaxCeiling,
+                        dismissOnboardingForPopupType,
+                    },
+                };
+            },
+            reducer(draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                draft.passportView.capitalizationThresholdUpdateStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+        },
+        updateCapitalizationThresholdSuccess(draft) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        updateCapitalizationThresholdFailure(draft, action) {
+            draft.passportView.capitalizationThresholdUpdateStatus = {
+                fetchState: 'Error',
+                error: action.payload.status,
+            };
+        },
+        dismissCapitalizationOnboarding: {
+            prepare(companyId, popupType) {
+                return { payload: { companyId, popupType } };
+            },
+            reducer(
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _draft, 
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            _action) {
+                // No loading state needed — fire-and-forget
+            },
+        },
         companyPassportUpdatePrimaryContact: {
             reducer(draft, action) {
                 const { primaryContact } = action.payload;
@@ -582,5 +626,5 @@ const companyView = createSlice({
         },
     },
 });
-export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
+export const { fetchCompanyPassportView, fetchAllCockpitViews, fetchOnboardingView, fetchManagementView, fetchSubscriptionView, fetchPortfolioView, fetchCompanyManagementView, companyManagementSaveUpdates, companyManagementSavePendingUpdates, companyManagementDiscardUpdates, companyManagementSaveUpdatesSuccess, companyManagementSaveUpdatesFailure, updateCompanyViewOnSuccess, updateCompanyViewOnFailure, fetchCompanyPortfolioView, fetchZeniUsers, updateZeniUsersOnSuccess, updateZeniUsersOnFailure, clearCompanyView, updateCompanyPortfolioUIState, updateCompanyManagementUIState, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, companyPassportClearDataInLocalStore, companyPassportUpdateCompanyDetails, companyPassportUpdateCompanyDetailsSuccess, companyPassportUpdateCompanyDetailsFailure, updateAccountingClassesEnabled, updateAccountingClassesEnabledSuccess, updateAccountingClassesEnabledFailure, updateCapitalizationThreshold, updateCapitalizationThresholdSuccess, updateCapitalizationThresholdFailure, dismissCapitalizationOnboarding, companyPassportUpdatePrimaryContact, companyPassportUpdatePrimaryContactSuccess, companyPassportUpdatePrimaryContactFailure, companyPassportUpdateCompanyOfficer, companyPassportUpdateCompanyOfficerSuccess, companyPassportUpdateCompanyOfficerFailure, companyPassportCreateCompanyOfficers, companyPassportCreateCompanyOfficersSuccess, companyPassportCreateCompanyOfficersFailure, updateCompanyPassportLocalStoreData, saveIndustryAndIncDateInCompanyPassportLocalStore, saveCompanyPassportDetails, fetchParentSubsidiaryManagementView, updateParentSubsidiaryView, updateParentSubsidiaryViewOnFailure, updateCompanyDownloadState, fetchCompanyMetaData, updateCompanyMetaDataOnSuccess, updateCompanyMetaDataOnFailure, updateMetaDataOnSendMonthEndReport, } = companyView.actions;
 export default companyView.reducer;

package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js

@@ -0,0 +1,25 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateTenantCapitalizationOnboardingDismissed } from '../../../../entity/tenant/tenantReducer';
+import { isSuccessResponse } from '../../../../responsePayload';
+import { dismissCapitalizationOnboarding } from '../../companyViewReducer';
+export const dismissCapitalizationOnboardingEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(dismissCapitalizationOnboarding.match), switchMap((action) => {
+    const { companyId, popupType } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const body = popupType === 'prepaid'
+        ? { capitalization_onboarding_shown_for_prepaid: true }
+        : { capitalization_onboarding_shown_for_fixed_asset: true };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && tenantId != null) {
+            return from([
+                updateTenantCapitalizationOnboardingDismissed({
+                    tenantId,
+                    popupType,
+                }),
+            ]);
+        }
+        return from([]);
+    }), catchError(() => from([])));
+}));

package/lib/esm/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.js

@@ -0,0 +1,79 @@
+import { from } from 'rxjs';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
+import { updateTenantCapitalizationOnboardingDismissed, updateTenantCapitalizationThreshold, } from '../../../../entity/tenant/tenantReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
+import { updateCapitalizationThreshold, updateCapitalizationThresholdFailure, updateCapitalizationThresholdSuccess, } from '../../companyViewReducer';
+export const updateCapitalizationThresholdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateCapitalizationThreshold.match), switchMap((action) => {
+    const { companyId, capitalizationThreshold, capitalizationThresholdMaxCeiling, dismissOnboardingForPopupType, } = action.payload;
+    const tenantId = Object.values(state$.value.tenantState.tenantsById).find((t) => t.companyId === companyId)?.tenantId;
+    const body = {
+        capitalization_threshold: capitalizationThreshold,
+        capitalization_threshold_max_ceiling: capitalizationThresholdMaxCeiling,
+    };
+    if (dismissOnboardingForPopupType === 'prepaid') {
+        body.capitalization_onboarding_shown_for_prepaid = true;
+    }
+    else if (dismissOnboardingForPopupType === 'fixed_asset') {
+        body.capitalization_onboarding_shown_for_fixed_asset = true;
+    }
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, body)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response)) {
+            const companies = response.data?.companies ?? [];
+            const actions = [];
+            if (companies.length > 0) {
+                actions.push(updateCompanies({
+                    payload: companies,
+                    schema: {},
+                }));
+            }
+            if (tenantId != null) {
+                actions.push(updateTenantCapitalizationThreshold({
+                    tenantId,
+                    capitalizationThreshold,
+                    capitalizationThresholdMaxCeiling,
+                }));
+                if (dismissOnboardingForPopupType != null) {
+                    actions.push(updateTenantCapitalizationOnboardingDismissed({
+                        tenantId,
+                        popupType: dismissOnboardingForPopupType,
+                    }));
+                }
+            }
+            actions.push(updateCapitalizationThresholdSuccess());
+            actions.push(openSnackbar({
+                messageSection: 'capitalization_threshold_update',
+                messageText: 'success',
+                type: 'success',
+            }));
+            return from(actions);
+        }
+        else {
+            return from([
+                updateCapitalizationThresholdFailure({
+                    status: response.status,
+                }),
+                openSnackbar({
+                    messageSection: 'capitalization_threshold_update',
+                    messageText: 'failed',
+                    type: 'error',
+                }),
+            ]);
+        }
+    }), catchError((error) => from([
+        updateCapitalizationThresholdFailure({
+            status: createZeniAPIStatus('Unexpected error', 'Update Capitalization Threshold errored out' +
+                (error instanceof Error
+                    ? error.message
+                    : JSON.stringify(error))),
+        }),
+        openSnackbar({
+            messageSection: 'capitalization_threshold_update',
+            messageText: 'failed',
+            type: 'error',
+        }),
+    ])));
+}));

package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js

@@ -5,6 +5,10 @@ export const initialCompanyPassportView = {
         fetchState: 'Not-Started',
         error: undefined,
     },
+    capitalizationThresholdUpdateStatus: {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
     companyDetails: {
         localData: undefined,
         updateStatus: {

package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js

@@ -0,0 +1,45 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusFailure, fetchAiAgentsActivationStatusSuccess, } from '../../onboardingCustomerViewReducer';
+const toPhaseStatus = (raw) => {
+    if (raw === 'idle' ||
+        raw === 'starting' ||
+        raw === 'building' ||
+        raw === 'ready') {
+        return raw;
+    }
+    return 'idle';
+};
+const toPhase = (section, row) => ({
+    key: row.key,
+    section,
+    status: toPhaseStatus(row.status),
+    startedAt: row.started_at,
+    completedAt: row.completed_at,
+});
+const toCounts = (payload) => ({
+    customerCount: payload?.customer_count ?? 0,
+    glAccountCount: payload?.gl_account_count ?? 0,
+    targetTransactionCount: payload?.target_transaction_count ?? 0,
+    transactionCount: payload?.transaction_count ?? 0,
+    vendorCount: payload?.vendor_count ?? 0,
+});
+export const fetchAiAgentsActivationStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchAiAgentsActivationStatus.match), mergeMap(() => {
+    const url = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-agents-activation/status`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const ledgerPhases = (response.data.ledger_section ?? []).map((row) => toPhase('ledger', row));
+            const backgroundPhases = (response.data.background_section ?? []).map((row) => toPhase('background', row));
+            return of(fetchAiAgentsActivationStatusSuccess({
+                ledgerPhases,
+                backgroundPhases,
+                counts: toCounts(response.data.counts),
+            }));
+        }
+        return of(fetchAiAgentsActivationStatusFailure(response.status));
+    }), catchError((error) => of(fetchAiAgentsActivationStatusFailure(createZeniAPIStatus('Unexpected Error', 'fetchAiAgentsActivationStatus errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js

@@ -0,0 +1,40 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiFinanceTeamSuccess, } from '../../onboardingCustomerViewReducer';
+export const acknowledgeOnboardingAiFinanceTeamEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(acknowledgeOnboardingAiFinanceTeam.match), mergeMap((action) => {
+    const { companyId } = action.payload;
+    const payload = {
+        is_onboarding_ai_finance_team_acknowledged: true,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const actions = [
+                updateCompanies({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                acknowledgeOnboardingAiFinanceTeamSuccess(),
+            ];
+            return from(actions);
+        }
+        else {
+            return of(openSnackbar({
+                messageSection: 'onboarding_customer_view_complete',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }), acknowledgeOnboardingAiFinanceTeamFailure(response.status));
+        }
+    }), catchError((error) => of(acknowledgeOnboardingAiFinanceTeamFailure(createZeniAPIStatus('Unexpected Error', 'Acknowledge - Onboarding AI Finance Team errored out' +
+        JSON.stringify(error))))));
+}));

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);