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

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

@@ -14,7 +14,6 @@ export const initialState = {
     },
     activeChargeCardCount: {},
     activeDebitCardCountByDepositAccountId: {},
-    lastIssuedCardIds: [],
 };
 const issueChargeCard = createSlice({
     name: 'issueChargeCard',
@@ -35,23 +34,14 @@ const issueChargeCard = createSlice({
             },
         },
         issueChargeCards: {
-            // `sourceChatSessionId`, when provided, records which AI CFO chat
-            // session triggered this bulk create so the cards list and AI CFO
-            // drawer can correlate an in-flight create back to its conversation.
-            // The field is not sent to the backend.
-            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;
         },
@@ -59,8 +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;
@@ -141,5 +129,5 @@ const issueChargeCard = createSlice({
         },
     },
 });
-export const { issueChargeCards, updateChargeCardsLocalStore, updateLastSelfIssuedDebitCardId, updateLastIssuedCardIds, issueChargeCardSuccessOrFailure, resetIssueChargeCardForm, updateCustomAddressId, updateChargeCardCount, updateDebitCardCount, fetchIssueCardPage, updateDepositAccountsInCards, fetchDepositAccountListForCards, updateDepositAccountListForCardsFetchStatus, 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

@@ -93,41 +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;
-};

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');

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

@@ -0,0 +1,205 @@
+/**
+ * Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
+ *
+ * Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
+ * both the merged values and the list of field names that were autofilled so the
+ * UI can show the ✦ AI badge next to each.
+ */
+import { date } from '../../../zeniDayJS';
+import { toZeniUrl } from '../../../zeniUrl';
+import { KYC_KYB_AUTOFILL_MIN_CONFIDENCE, } from './types/kycKybAutofill';
+const emptyResult = () => ({
+    values: {},
+    autoFilledFieldNames: [],
+});
+const isConfident = (field) => {
+    if (field == null) {
+        return false;
+    }
+    if (field.value == null) {
+        return false;
+    }
+    return field.confidence >= KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
+};
+const assignAutofilledValue = (result, key, value) => {
+    if (value == null) {
+        return;
+    }
+    if (typeof value === 'string' && value.trim() === '') {
+        return;
+    }
+    result.values[key] = value;
+    result.autoFilledFieldNames.push(key);
+};
+const tryParseDate = (rawDate) => {
+    const parsedDate = date(rawDate);
+    if (parsedDate.isValid()) {
+        return parsedDate;
+    }
+    return undefined;
+};
+const normalizeNationality = (rawNationality, countries) => {
+    const needle = rawNationality.trim().toLowerCase();
+    if (needle === '') {
+        return undefined;
+    }
+    // Exact ISO-2 / ISO-3 match.
+    const isoMatch = countries.find((country) => country.countryCode.toLowerCase() === needle);
+    if (isoMatch != null) {
+        return isoMatch.countryCode;
+    }
+    // Common nationality adjectives map to country names (e.g. "American" → "United States").
+    const adjectiveToCountry = {
+        american: 'united states',
+        british: 'united kingdom',
+        indian: 'india',
+        canadian: 'canada',
+        australian: 'australia',
+        german: 'germany',
+        french: 'france',
+        chinese: 'china',
+        japanese: 'japan',
+        mexican: 'mexico',
+        brazilian: 'brazil',
+    };
+    const resolvedName = adjectiveToCountry[needle] ?? needle;
+    const nameMatch = countries.find((country) => country.countryName.toLowerCase() === resolvedName);
+    return nameMatch?.countryCode;
+};
+const splitFullName = (fullName) => {
+    const parts = fullName.trim().split(/\s+/);
+    if (parts.length === 1) {
+        return { firstName: parts[0], lastName: '' };
+    }
+    const lastName = parts[parts.length - 1];
+    const firstName = parts.slice(0, -1).join(' ');
+    return { firstName, lastName };
+};
+/** Passport → Company Officer. */
+export const mapPassportToOfficer = (parsed, allNationalityCountries) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    if (isConfident(parsed.nationality)) {
+        const isoCode = normalizeNationality(parsed.nationality.value, allNationalityCountries);
+        if (isoCode != null) {
+            assignAutofilledValue(result, 'nationalityCountryCode', isoCode);
+        }
+    }
+    return result;
+};
+/** Driving License → Company Officer. */
+export const mapDrivingLicenseToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // address_* fields are mapped at a higher layer (addressView reducer) — kept here as values
+    // only, the consuming epic dispatches the address payload separately.
+    return result;
+};
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+export const mapSsnCardToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.full_name)) {
+        const { firstName, lastName } = splitFullName(parsed.full_name.value);
+        if (firstName !== '') {
+            assignAutofilledValue(result, 'firstName', firstName);
+        }
+        if (lastName !== '') {
+            assignAutofilledValue(result, 'lastName', lastName);
+        }
+    }
+    return result;
+};
+/** Certificate of Incorporation → Company Details. */
+export const mapCoiToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.company_legal_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    if (isConfident(parsed.phone_number)) {
+        assignAutofilledValue(result, 'phone', parsed.phone_number.value);
+    }
+    if (isConfident(parsed.product_description)) {
+        assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
+    }
+    if (isConfident(parsed.website)) {
+        try {
+            assignAutofilledValue(result, 'website', toZeniUrl(parsed.website.value));
+        }
+        catch {
+            // ignore — malformed URL string from OCR
+        }
+    }
+    if (isConfident(parsed.industry)) {
+        assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
+    }
+    if (isConfident(parsed.sub_industry)) {
+        assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
+    }
+    if (isConfident(parsed.type_of_incorporation)) {
+        assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
+    }
+    if (isConfident(parsed.date_of_incorporation)) {
+        const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'incDate', parsedDate);
+        }
+    }
+    if (isConfident(parsed.state_of_incorporation)) {
+        assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
+    }
+    if (isConfident(parsed.countries_of_operations)) {
+        assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
+    }
+    if (isConfident(parsed.source_of_funds)) {
+        assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
+    }
+    if (isConfident(parsed.transaction_volume_expectations)) {
+        assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
+    }
+    if (isConfident(parsed.purpose_of_account)) {
+        assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
+    }
+    if (isConfident(parsed.regulated_status)) {
+        assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
+    }
+    if (isConfident(parsed.us_nexus)) {
+        assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
+    }
+    return result;
+};
+/** Tax EIN letter → Company Details. */
+export const mapTaxEinToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.legal_business_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    return result;
+};

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

@@ -3,60 +3,26 @@ const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
+const emptyOfficerSlot = {
+    autoFilledFields: [],
+    localData: undefined,
+    sendOtpStatus: initialFetchStatus,
+    otpverificationStatus: initialFetchStatus,
+};
 export const initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    companyDetails: {},
+    companyDetails: { autoFilledFields: [] },
     companyOfficerUpdateStatus: {
-        Officer_1: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialFetchStatus,
-            otpverificationStatus: initialFetchStatus,
-        },
+        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: {},
 };
@@ -297,7 +263,60 @@ const setupView = createSlice({
         clearSetupView(draft) {
             Object.assign(draft, initialState);
         },
+        /**
+         * Merge AI-parsed officer fields into the selected officer's localData and
+         * track which field names were autofilled so the form can show the ✦ badge.
+         */
+        applyKycDocumentAutofillForSetup: {
+            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.localData and track
+         * which field names were autofilled.
+         */
+        applyKybDocumentAutofillForSetup: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                draft.companyDetails.autoFilledFields = Array.from(new Set([
+                    ...draft.companyDetails.autoFilledFields,
+                    ...autoFilledFieldNames,
+                ]));
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /**
+         * Wipe AI-autofill badges. If `officerType` is provided, clears only that
+         * officer; otherwise clears company details too.
+         */
+        clearKycKybAutofillForSetup: {
+            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 { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView, } = setupView.actions;
+export const { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, } = setupView.actions;
 export default setupView.reducer;

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

@@ -119,6 +119,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
+            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -191,6 +192,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
+                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: getFilesByFileIds(fileState, fileIds),
                 additionalFiles: getFilesByFileIds(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,

package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js

@@ -0,0 +1,28 @@
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+/** Confidence floor below which we drop an autofill candidate. */
+export const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};