@zeniai/client-epic-state 5.0.84 → 5.0.85-beta0ND
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/animations.d.ts +1 -1
- package/lib/commonStateTypes/animations.js +1 -0
- package/lib/entity/company/companyPayload.d.ts +2 -0
- package/lib/entity/company/companyPayload.js +2 -0
- package/lib/entity/company/companyStateTypes.d.ts +2 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +1 -0
- package/lib/entity/paymentAccount/paymentAccountSelector.js +4 -0
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +1 -0
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +21 -0
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +54 -0
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/tenantPayload.d.ts +19 -0
- package/lib/entity/tenant/tenantReducer.d.ts +49 -28
- package/lib/entity/tenant/tenantReducer.js +111 -5
- package/lib/entity/tenant/tenantState.d.ts +21 -0
- package/lib/epic.d.ts +8 -2
- package/lib/epic.js +9 -2
- package/lib/esm/commonStateTypes/animations.js +1 -0
- package/lib/esm/entity/company/companyPayload.js +2 -0
- package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +3 -0
- package/lib/esm/entity/snackbar/snackbarTypes.js +1 -0
- package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +50 -0
- package/lib/esm/entity/tenant/tenantReducer.js +108 -3
- package/lib/esm/epic.js +9 -2
- package/lib/esm/index.js +12 -9
- package/lib/esm/view/companyView/companyViewReducer.js +45 -1
- package/lib/esm/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js +25 -0
- package/lib/esm/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.js +79 -0
- package/lib/esm/view/companyView/types/companyPassport/companyPassportViewState.js +4 -0
- package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +45 -0
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +40 -0
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +168 -50
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +14 -0
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +13 -0
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +49 -0
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +58 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +12 -0
- package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +205 -0
- package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +71 -52
- package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +2 -0
- package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +28 -0
- package/lib/index.d.ts +15 -11
- package/lib/index.js +56 -34
- package/lib/view/companyView/companyViewReducer.d.ts +11 -1
- package/lib/view/companyView/companyViewReducer.js +47 -3
- package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.d.ts +9 -0
- package/lib/view/companyView/epic/companyPassport/dismissCapitalizationOnboardingEpic.js +29 -0
- package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.d.ts +10 -0
- package/lib/view/companyView/epic/companyPassport/updateCapitalizationThresholdEpic.js +83 -0
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.d.ts +1 -0
- package/lib/view/companyView/types/companyPassport/companyPassportViewState.js +4 -0
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +7 -0
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +49 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +9 -0
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +44 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +3 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +41 -4
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +170 -51
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +7 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +21 -1
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +37 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +14 -1
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +8 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +53 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +8 -0
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +62 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +27 -0
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +15 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +24 -0
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +213 -0
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +24 -2
- package/lib/view/spendManagement/commonSetup/setupViewReducer.js +72 -53
- package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +4 -0
- package/lib/view/spendManagement/commonSetup/setupViewSelector.js +2 -0
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +12 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +125 -0
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +32 -0
- package/package.json +1 -1
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"use strict";
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/**
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* Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
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*
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* Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
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* both the merged values and the list of field names that were autofilled so the
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* UI can show the ✦ AI badge next to each.
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*/
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.mapTaxEinToCompanyDetails = exports.mapCoiToCompanyDetails = exports.mapSsnCardToOfficer = exports.mapDrivingLicenseToOfficer = exports.mapPassportToOfficer = void 0;
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const zeniDayJS_1 = require("../../../zeniDayJS");
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const zeniUrl_1 = require("../../../zeniUrl");
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const kycKybAutofill_1 = require("./types/kycKybAutofill");
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const emptyResult = () => ({
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values: {},
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autoFilledFieldNames: [],
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});
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const isConfident = (field) => {
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if (field == null) {
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return false;
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}
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if (field.value == null) {
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return false;
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}
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return field.confidence >= kycKybAutofill_1.KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
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};
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const assignAutofilledValue = (result, key, value) => {
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if (value == null) {
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return;
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}
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if (typeof value === 'string' && value.trim() === '') {
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return;
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}
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result.values[key] = value;
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result.autoFilledFieldNames.push(key);
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};
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const tryParseDate = (rawDate) => {
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const parsedDate = (0, zeniDayJS_1.date)(rawDate);
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if (parsedDate.isValid()) {
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return parsedDate;
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}
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return undefined;
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};
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const normalizeNationality = (rawNationality, countries) => {
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const needle = rawNationality.trim().toLowerCase();
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if (needle === '') {
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return undefined;
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}
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// Exact ISO-2 / ISO-3 match.
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const isoMatch = countries.find((country) => country.countryCode.toLowerCase() === needle);
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if (isoMatch != null) {
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return isoMatch.countryCode;
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}
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// Common nationality adjectives map to country names (e.g. "American" → "United States").
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const adjectiveToCountry = {
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american: 'united states',
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british: 'united kingdom',
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indian: 'india',
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canadian: 'canada',
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australian: 'australia',
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german: 'germany',
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french: 'france',
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chinese: 'china',
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japanese: 'japan',
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mexican: 'mexico',
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brazilian: 'brazil',
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};
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const resolvedName = adjectiveToCountry[needle] ?? needle;
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const nameMatch = countries.find((country) => country.countryName.toLowerCase() === resolvedName);
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return nameMatch?.countryCode;
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};
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const splitFullName = (fullName) => {
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const parts = fullName.trim().split(/\s+/);
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if (parts.length === 1) {
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return { firstName: parts[0], lastName: '' };
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}
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const lastName = parts[parts.length - 1];
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const firstName = parts.slice(0, -1).join(' ');
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return { firstName, lastName };
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};
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/** Passport → Company Officer. */
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const mapPassportToOfficer = (parsed, allNationalityCountries) => {
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const result = emptyResult();
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if (isConfident(parsed.first_name)) {
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assignAutofilledValue(result, 'firstName', parsed.first_name.value);
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}
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if (isConfident(parsed.last_name)) {
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assignAutofilledValue(result, 'lastName', parsed.last_name.value);
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}
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if (isConfident(parsed.date_of_birth)) {
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const parsedDate = tryParseDate(parsed.date_of_birth.value);
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if (parsedDate != null) {
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assignAutofilledValue(result, 'birthday', parsedDate);
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}
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}
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if (isConfident(parsed.nationality)) {
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const isoCode = normalizeNationality(parsed.nationality.value, allNationalityCountries);
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if (isoCode != null) {
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assignAutofilledValue(result, 'nationalityCountryCode', isoCode);
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}
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}
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return result;
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};
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exports.mapPassportToOfficer = mapPassportToOfficer;
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/** Driving License → Company Officer. */
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const mapDrivingLicenseToOfficer = (parsed) => {
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const result = emptyResult();
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if (isConfident(parsed.first_name)) {
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assignAutofilledValue(result, 'firstName', parsed.first_name.value);
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}
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if (isConfident(parsed.last_name)) {
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assignAutofilledValue(result, 'lastName', parsed.last_name.value);
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}
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if (isConfident(parsed.date_of_birth)) {
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const parsedDate = tryParseDate(parsed.date_of_birth.value);
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if (parsedDate != null) {
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assignAutofilledValue(result, 'birthday', parsedDate);
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}
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}
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// address_* fields are mapped at a higher layer (addressView reducer) — kept here as values
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// only, the consuming epic dispatches the address payload separately.
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return result;
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};
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exports.mapDrivingLicenseToOfficer = mapDrivingLicenseToOfficer;
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/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
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const mapSsnCardToOfficer = (parsed) => {
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const result = emptyResult();
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if (isConfident(parsed.full_name)) {
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const { firstName, lastName } = splitFullName(parsed.full_name.value);
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if (firstName !== '') {
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assignAutofilledValue(result, 'firstName', firstName);
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}
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if (lastName !== '') {
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assignAutofilledValue(result, 'lastName', lastName);
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}
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}
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return result;
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};
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exports.mapSsnCardToOfficer = mapSsnCardToOfficer;
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/** Certificate of Incorporation → Company Details. */
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const mapCoiToCompanyDetails = (parsed) => {
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const result = emptyResult();
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if (isConfident(parsed.company_legal_name)) {
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assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
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}
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if (isConfident(parsed.ein)) {
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assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
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}
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if (isConfident(parsed.phone_number)) {
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assignAutofilledValue(result, 'phone', parsed.phone_number.value);
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}
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if (isConfident(parsed.product_description)) {
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assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
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}
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if (isConfident(parsed.website)) {
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try {
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assignAutofilledValue(result, 'website', (0, zeniUrl_1.toZeniUrl)(parsed.website.value));
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}
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catch {
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// ignore — malformed URL string from OCR
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}
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}
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if (isConfident(parsed.industry)) {
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assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
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}
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if (isConfident(parsed.sub_industry)) {
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assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
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}
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if (isConfident(parsed.type_of_incorporation)) {
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assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
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}
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if (isConfident(parsed.date_of_incorporation)) {
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const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
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if (parsedDate != null) {
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assignAutofilledValue(result, 'incDate', parsedDate);
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}
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}
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if (isConfident(parsed.state_of_incorporation)) {
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assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
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}
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if (isConfident(parsed.countries_of_operations)) {
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assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
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}
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if (isConfident(parsed.source_of_funds)) {
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assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
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}
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if (isConfident(parsed.transaction_volume_expectations)) {
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assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
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}
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if (isConfident(parsed.purpose_of_account)) {
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assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
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}
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if (isConfident(parsed.regulated_status)) {
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assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
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}
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if (isConfident(parsed.us_nexus)) {
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assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
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}
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return result;
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};
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exports.mapCoiToCompanyDetails = mapCoiToCompanyDetails;
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/** Tax EIN letter → Company Details. */
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const mapTaxEinToCompanyDetails = (parsed) => {
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const result = emptyResult();
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if (isConfident(parsed.legal_business_name)) {
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assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
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}
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if (isConfident(parsed.ein)) {
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assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
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import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
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import { CompanyDetailsLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
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import { CompanyDetailsLocalData, CompanyOfficerLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
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export declare const initialState: SetupViewState;
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export declare const enableSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, setupViewType: "bill_pay" | "reimbursement" | "zeni_accounts" | "zeni_treasury" | "charge_cards" | "other_connection" | "billing" | "debit_cards" | "charge_cards__debit_cards"], {
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}, "setupView/sendOtpSuccess">, sendOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/sendOtpFailure">, verifyOtpSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtp">, verifyOtpSuccessSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtpSuccess">, verifyOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/verifyOtpFailure">, saveIndustryAndIncDateInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView"
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}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView">, applyKycDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
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}], {
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}, "setupView/applyKycDocumentAutofillForSetup", never, never>, applyKybDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
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}], {
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}, "setupView/applyKybDocumentAutofillForSetup", never, never>, clearKycKybAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
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} | undefined], {
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}, "setupView/clearKycKybAutofillForSetup", never, never>;
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"use strict";
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var _a;
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exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
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exports.clearKycKybAutofillForSetup = exports.applyKybDocumentAutofillForSetup = exports.applyKycDocumentAutofillForSetup = exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
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};
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companyDetails: {},
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companyDetails: { autoFilledFields: [] },
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Officer_7: {
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},
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Officer_8: {
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},
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Officer_9: {
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|
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|
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|
|
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|
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|
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|
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},
|
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|
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Officer_10: {
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|
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|
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|
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|
|
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|
-
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|
|
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|
-
},
|
|
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|
+
Officer_1: { ...emptyOfficerSlot },
|
|
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|
+
Officer_2: { ...emptyOfficerSlot },
|
|
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|
+
Officer_3: { ...emptyOfficerSlot },
|
|
23
|
+
Officer_4: { ...emptyOfficerSlot },
|
|
24
|
+
Officer_5: { ...emptyOfficerSlot },
|
|
25
|
+
Officer_6: { ...emptyOfficerSlot },
|
|
26
|
+
Officer_7: { ...emptyOfficerSlot },
|
|
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|
+
Officer_8: { ...emptyOfficerSlot },
|
|
28
|
+
Officer_9: { ...emptyOfficerSlot },
|
|
29
|
+
Officer_10: { ...emptyOfficerSlot },
|
|
64
30
|
},
|
|
65
31
|
primaryContactDetails: {},
|
|
66
32
|
};
|
|
@@ -301,7 +267,60 @@ const setupView = (0, toolkit_1.createSlice)({
|
|
|
301
267
|
clearSetupView(draft) {
|
|
302
268
|
Object.assign(draft, exports.initialState);
|
|
303
269
|
},
|
|
270
|
+
/**
|
|
271
|
+
* Merge AI-parsed officer fields into the selected officer's localData and
|
|
272
|
+
* track which field names were autofilled so the form can show the ✦ badge.
|
|
273
|
+
*/
|
|
274
|
+
applyKycDocumentAutofillForSetup: {
|
|
275
|
+
reducer(draft, action) {
|
|
276
|
+
const { officerType, values, autoFilledFieldNames } = action.payload;
|
|
277
|
+
const slot = draft.companyOfficerUpdateStatus[officerType];
|
|
278
|
+
slot.localData = Object.assign({}, slot.localData, values);
|
|
279
|
+
slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
|
|
280
|
+
},
|
|
281
|
+
prepare(payload) {
|
|
282
|
+
return { payload };
|
|
283
|
+
},
|
|
284
|
+
},
|
|
285
|
+
/**
|
|
286
|
+
* Merge AI-parsed company fields into companyDetails.localData and track
|
|
287
|
+
* which field names were autofilled.
|
|
288
|
+
*/
|
|
289
|
+
applyKybDocumentAutofillForSetup: {
|
|
290
|
+
reducer(draft, action) {
|
|
291
|
+
const { values, autoFilledFieldNames } = action.payload;
|
|
292
|
+
draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
|
|
293
|
+
draft.companyDetails.autoFilledFields = Array.from(new Set([
|
|
294
|
+
...draft.companyDetails.autoFilledFields,
|
|
295
|
+
...autoFilledFieldNames,
|
|
296
|
+
]));
|
|
297
|
+
},
|
|
298
|
+
prepare(payload) {
|
|
299
|
+
return { payload };
|
|
300
|
+
},
|
|
301
|
+
},
|
|
302
|
+
/**
|
|
303
|
+
* Wipe AI-autofill badges. If `officerType` is provided, clears only that
|
|
304
|
+
* officer; otherwise clears company details too.
|
|
305
|
+
*/
|
|
306
|
+
clearKycKybAutofillForSetup: {
|
|
307
|
+
reducer(draft, action) {
|
|
308
|
+
const { officerType } = action.payload;
|
|
309
|
+
if (officerType != null) {
|
|
310
|
+
draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
|
|
311
|
+
}
|
|
312
|
+
else {
|
|
313
|
+
draft.companyDetails.autoFilledFields = [];
|
|
314
|
+
Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
|
|
315
|
+
draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
|
|
316
|
+
});
|
|
317
|
+
}
|
|
318
|
+
},
|
|
319
|
+
prepare(payload = {}) {
|
|
320
|
+
return { payload };
|
|
321
|
+
},
|
|
322
|
+
},
|
|
304
323
|
},
|
|
305
324
|
});
|
|
306
|
-
_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView;
|
|
325
|
+
_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView, exports.applyKycDocumentAutofillForSetup = _a.applyKycDocumentAutofillForSetup, exports.applyKybDocumentAutofillForSetup = _a.applyKybDocumentAutofillForSetup, exports.clearKycKybAutofillForSetup = _a.clearKycKybAutofillForSetup;
|
|
307
326
|
exports.default = setupView.reducer;
|
|
@@ -54,6 +54,8 @@ export interface FundingAccount {
|
|
|
54
54
|
}
|
|
55
55
|
export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
|
|
56
56
|
additionalFiles: File[];
|
|
57
|
+
/** Field names in this officer's localData populated by AI doc autofill. */
|
|
58
|
+
autoFilledFields: string[];
|
|
57
59
|
deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
|
|
58
60
|
otpverificationStatus: FetchStateAndError;
|
|
59
61
|
sendOtpStatus: FetchStateAndError;
|
|
@@ -62,6 +64,8 @@ export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
|
|
|
62
64
|
addressStatus?: NewAddressData;
|
|
63
65
|
}
|
|
64
66
|
export interface CompanyDetails {
|
|
67
|
+
/** Field names in companyDetails localData populated by AI doc autofill. */
|
|
68
|
+
autoFilledFields: string[];
|
|
65
69
|
companyFiles: File[];
|
|
66
70
|
companyId: ID;
|
|
67
71
|
deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
|
|
@@ -124,6 +124,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
|
|
|
124
124
|
const companyAddress = addressViewState.newAddressState?.company_address;
|
|
125
125
|
const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
|
|
126
126
|
companyDetailsLocalData = {
|
|
127
|
+
autoFilledFields: companyDetails.autoFilledFields,
|
|
127
128
|
companyId,
|
|
128
129
|
companyDescription,
|
|
129
130
|
companyLegalName,
|
|
@@ -196,6 +197,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
|
|
|
196
197
|
const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
|
|
197
198
|
companyOfficerLocalData[officerType] = {
|
|
198
199
|
...companyOfficer.localData,
|
|
200
|
+
autoFilledFields: companyOfficer.autoFilledFields,
|
|
199
201
|
userFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds),
|
|
200
202
|
additionalFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, additionalSubmittedDocumentsForVerificationFileIds),
|
|
201
203
|
deleteFileStatusById,
|
|
@@ -81,9 +81,21 @@ export interface SetupViewLocalData {
|
|
|
81
81
|
*/
|
|
82
82
|
export interface CompanyAndIdentityDetails {
|
|
83
83
|
companyDetails: {
|
|
84
|
+
/**
|
|
85
|
+
* Field names from {@link CompanyDetailsLocalData} that were populated by AI
|
|
86
|
+
* autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.
|
|
87
|
+
* Always present (empty when no autofill has run yet).
|
|
88
|
+
*/
|
|
89
|
+
autoFilledFields: string[];
|
|
84
90
|
localData?: CompanyDetailsLocalData;
|
|
85
91
|
};
|
|
86
92
|
companyOfficerUpdateStatus: Record<CompanyOfficerType, {
|
|
93
|
+
/**
|
|
94
|
+
* Field names from {@link CompanyOfficerLocalData} populated by AI autofill
|
|
95
|
+
* from an uploaded KYC identity document. Drives the ✦ sparkle in the form.
|
|
96
|
+
* Always present (empty when no autofill has run yet).
|
|
97
|
+
*/
|
|
98
|
+
autoFilledFields: string[];
|
|
87
99
|
otpverificationStatus: FetchStateAndError;
|
|
88
100
|
sendOtpStatus: FetchStateAndError;
|
|
89
101
|
localData?: CompanyOfficerLocalData;
|
|
@@ -0,0 +1,125 @@
|
|
|
1
|
+
/**
|
|
2
|
+
* Shared types for the KYC / KYB document autofill flow that lives inside the
|
|
3
|
+
* commonSetup feature (Setup pages + Onboarding both consume it via the same
|
|
4
|
+
* selector view; there is no separate state slice).
|
|
5
|
+
*
|
|
6
|
+
* Backed by document-communication-agent `POST /1.0/documents/process/sync`,
|
|
7
|
+
* which proxies document-service ExtendAI parsers and returns one of the
|
|
8
|
+
* parser payloads below — each value shaped as `{value, confidence}` per field.
|
|
9
|
+
*/
|
|
10
|
+
import { ID } from '../../../../commonStateTypes/common';
|
|
11
|
+
/**
|
|
12
|
+
* Form-side identity document types as picked in `SelectDocumentField`.
|
|
13
|
+
* These are camelCase per the web-components convention.
|
|
14
|
+
*/
|
|
15
|
+
export type KycSelectDocumentType = 'driverLicense' | 'passport' | 'ssnCard' | 'stateId';
|
|
16
|
+
/**
|
|
17
|
+
* KYC document types accepted by the document-service parsers (snake_case).
|
|
18
|
+
* Subset of {@link KycKybProvidedDocumentType}. `stateId` from the form maps
|
|
19
|
+
* to no parser today and is skipped at dispatch time.
|
|
20
|
+
*/
|
|
21
|
+
export type KycProvidedDocumentType = 'passport' | 'driving_license' | 'social_security_card';
|
|
22
|
+
/** KYB document types accepted by the document-service parsers. */
|
|
23
|
+
export type KybProvidedDocumentType = 'certificate_of_incorporation' | 'tax_ein';
|
|
24
|
+
/** All KYC / KYB document types accepted by document-communication-agent. */
|
|
25
|
+
export type KycKybProvidedDocumentType = KycProvidedDocumentType | KybProvidedDocumentType;
|
|
26
|
+
/** Field value with model confidence (0..1) as returned by ExtendAI parsers. */
|
|
27
|
+
export interface FieldWithConfidence<T = string | null> {
|
|
28
|
+
confidence: number;
|
|
29
|
+
value: T | null;
|
|
30
|
+
}
|
|
31
|
+
/**
|
|
32
|
+
* Parser payloads — keep in sync with document-service
|
|
33
|
+
* `processors/parsers/extend_*_parser.py`.
|
|
34
|
+
*/
|
|
35
|
+
export interface ExtendPassportParsed {
|
|
36
|
+
date_of_birth?: FieldWithConfidence;
|
|
37
|
+
date_of_expiry?: FieldWithConfidence;
|
|
38
|
+
date_of_issue?: FieldWithConfidence;
|
|
39
|
+
first_name?: FieldWithConfidence;
|
|
40
|
+
gender?: FieldWithConfidence;
|
|
41
|
+
issuing_authority?: FieldWithConfidence;
|
|
42
|
+
last_name?: FieldWithConfidence;
|
|
43
|
+
mrz_line_1?: FieldWithConfidence;
|
|
44
|
+
mrz_line_2?: FieldWithConfidence;
|
|
45
|
+
nationality?: FieldWithConfidence;
|
|
46
|
+
passport_number?: FieldWithConfidence;
|
|
47
|
+
place_of_birth?: FieldWithConfidence;
|
|
48
|
+
}
|
|
49
|
+
export interface ExtendDrivingLicenseParsed {
|
|
50
|
+
address_city?: FieldWithConfidence;
|
|
51
|
+
address_state?: FieldWithConfidence;
|
|
52
|
+
address_street?: FieldWithConfidence;
|
|
53
|
+
address_zip?: FieldWithConfidence;
|
|
54
|
+
date_of_birth?: FieldWithConfidence;
|
|
55
|
+
date_of_expiry?: FieldWithConfidence;
|
|
56
|
+
date_of_issue?: FieldWithConfidence;
|
|
57
|
+
first_name?: FieldWithConfidence;
|
|
58
|
+
issuing_state?: FieldWithConfidence;
|
|
59
|
+
last_name?: FieldWithConfidence;
|
|
60
|
+
license_number?: FieldWithConfidence;
|
|
61
|
+
middle_name?: FieldWithConfidence;
|
|
62
|
+
}
|
|
63
|
+
export interface ExtendSsnCardParsed {
|
|
64
|
+
full_name?: FieldWithConfidence;
|
|
65
|
+
}
|
|
66
|
+
export interface ExtendCertificateOfIncorporationParsed {
|
|
67
|
+
company_address?: FieldWithConfidence;
|
|
68
|
+
company_legal_name?: FieldWithConfidence;
|
|
69
|
+
countries_of_operations?: FieldWithConfidence<string[]>;
|
|
70
|
+
date_of_incorporation?: FieldWithConfidence;
|
|
71
|
+
ein?: FieldWithConfidence;
|
|
72
|
+
industry?: FieldWithConfidence;
|
|
73
|
+
phone_number?: FieldWithConfidence;
|
|
74
|
+
product_description?: FieldWithConfidence;
|
|
75
|
+
purpose_of_account?: FieldWithConfidence;
|
|
76
|
+
registered_address?: FieldWithConfidence;
|
|
77
|
+
regulated_status?: FieldWithConfidence;
|
|
78
|
+
source_of_funds?: FieldWithConfidence;
|
|
79
|
+
state_of_incorporation?: FieldWithConfidence;
|
|
80
|
+
sub_industry?: FieldWithConfidence;
|
|
81
|
+
sub_us_nexus?: FieldWithConfidence;
|
|
82
|
+
transaction_volume_expectations?: FieldWithConfidence;
|
|
83
|
+
type_of_incorporation?: FieldWithConfidence;
|
|
84
|
+
us_nexus?: FieldWithConfidence;
|
|
85
|
+
website?: FieldWithConfidence;
|
|
86
|
+
}
|
|
87
|
+
export interface ExtendTaxEinParsed {
|
|
88
|
+
ein?: FieldWithConfidence;
|
|
89
|
+
irs_address?: FieldWithConfidence;
|
|
90
|
+
legal_business_name?: FieldWithConfidence;
|
|
91
|
+
trade_name?: FieldWithConfidence;
|
|
92
|
+
}
|
|
93
|
+
/** POST /1.0/documents/process/sync request body. */
|
|
94
|
+
export interface SyncDocumentsProcessRequest {
|
|
95
|
+
files: Array<{
|
|
96
|
+
file_id: ID;
|
|
97
|
+
}>;
|
|
98
|
+
provided_document_type: KycKybProvidedDocumentType;
|
|
99
|
+
metadata?: {
|
|
100
|
+
source?: string;
|
|
101
|
+
} & Record<string, unknown>;
|
|
102
|
+
processing_priority?: number;
|
|
103
|
+
}
|
|
104
|
+
/** POST /1.0/documents/process/sync response body. */
|
|
105
|
+
export interface SyncDocumentsProcessResponse {
|
|
106
|
+
data: ExtendPassportParsed | ExtendDrivingLicenseParsed | ExtendSsnCardParsed | ExtendCertificateOfIncorporationParsed | ExtendTaxEinParsed | null;
|
|
107
|
+
status: {
|
|
108
|
+
code: number;
|
|
109
|
+
message: string;
|
|
110
|
+
};
|
|
111
|
+
}
|
|
112
|
+
/**
|
|
113
|
+
* Discriminator for which Redux slice to apply the autofill to — setup pages
|
|
114
|
+
* (`spendManagement/commonSetup`) and onboarding (`onboardingView/customerView`)
|
|
115
|
+
* share the same field shapes but live in separate slices.
|
|
116
|
+
*/
|
|
117
|
+
export type KycKybAutofillTarget = 'setup' | 'onboarding';
|
|
118
|
+
/** Confidence floor below which we drop an autofill candidate. */
|
|
119
|
+
export declare const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
|
|
120
|
+
/**
|
|
121
|
+
* Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
|
|
122
|
+
* parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
|
|
123
|
+
* `stateId`, which has no parser today.
|
|
124
|
+
*/
|
|
125
|
+
export declare const toKycProvidedDocumentType: (selectType: KycSelectDocumentType) => KycProvidedDocumentType | null;
|
|
@@ -0,0 +1,32 @@
|
|
|
1
|
+
"use strict";
|
|
2
|
+
/**
|
|
3
|
+
* Shared types for the KYC / KYB document autofill flow that lives inside the
|
|
4
|
+
* commonSetup feature (Setup pages + Onboarding both consume it via the same
|
|
5
|
+
* selector view; there is no separate state slice).
|
|
6
|
+
*
|
|
7
|
+
* Backed by document-communication-agent `POST /1.0/documents/process/sync`,
|
|
8
|
+
* which proxies document-service ExtendAI parsers and returns one of the
|
|
9
|
+
* parser payloads below — each value shaped as `{value, confidence}` per field.
|
|
10
|
+
*/
|
|
11
|
+
Object.defineProperty(exports, "__esModule", { value: true });
|
|
12
|
+
exports.toKycProvidedDocumentType = exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = void 0;
|
|
13
|
+
/** Confidence floor below which we drop an autofill candidate. */
|
|
14
|
+
exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
|
|
15
|
+
/**
|
|
16
|
+
* Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
|
|
17
|
+
* parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
|
|
18
|
+
* `stateId`, which has no parser today.
|
|
19
|
+
*/
|
|
20
|
+
const toKycProvidedDocumentType = (selectType) => {
|
|
21
|
+
switch (selectType) {
|
|
22
|
+
case 'driverLicense':
|
|
23
|
+
return 'driving_license';
|
|
24
|
+
case 'passport':
|
|
25
|
+
return 'passport';
|
|
26
|
+
case 'ssnCard':
|
|
27
|
+
return 'social_security_card';
|
|
28
|
+
case 'stateId':
|
|
29
|
+
return null;
|
|
30
|
+
}
|
|
31
|
+
};
|
|
32
|
+
exports.toKycProvidedDocumentType = toKycProvidedDocumentType;
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@zeniai/client-epic-state",
|
|
3
|
-
"version": "5.0.
|
|
3
|
+
"version": "5.0.85-beta0ND",
|
|
4
4
|
"description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
|
|
5
5
|
"main": "lib/index.js",
|
|
6
6
|
"module": "lib/esm/index.js",
|