@zeniai/client-epic-state 5.0.84 → 5.0.85-beta0ND

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

@@ -1,9 +1,11 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.aiAgentsActivationSectionReady = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatusFailure = exports.fetchAiAgentsActivationStatusSuccess = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiFinanceTeamFailure = exports.acknowledgeOnboardingAiFinanceTeamSuccess = exports.acknowledgeOnboardingAiFinanceTeam = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -14,60 +16,29 @@ exports.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,
@@ -95,6 +66,7 @@ exports.initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...onboardingCustomerViewState_1.emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -184,6 +156,111 @@ const onboardingCustomerView = (0, toolkit_1.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 = {
@@ -596,7 +673,49 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, exports.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 };
+            },
+        },
     },
 });
-_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
+_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.acknowledgeOnboardingAiFinanceTeam = _a.acknowledgeOnboardingAiFinanceTeam, exports.acknowledgeOnboardingAiFinanceTeamSuccess = _a.acknowledgeOnboardingAiFinanceTeamSuccess, exports.acknowledgeOnboardingAiFinanceTeamFailure = _a.acknowledgeOnboardingAiFinanceTeamFailure, exports.fetchAiAgentsActivationStatus = _a.fetchAiAgentsActivationStatus, exports.fetchAiAgentsActivationStatusSuccess = _a.fetchAiAgentsActivationStatusSuccess, exports.fetchAiAgentsActivationStatusFailure = _a.fetchAiAgentsActivationStatusFailure, exports.aiAgentsActivationCountsUpdated = _a.aiAgentsActivationCountsUpdated, exports.aiAgentsActivationPhaseChanged = _a.aiAgentsActivationPhaseChanged, exports.aiAgentsActivationSectionReady = _a.aiAgentsActivationSectionReady, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView, exports.applyKycDocumentAutofillForOnboarding = _a.applyKycDocumentAutofillForOnboarding, exports.applyKybDocumentAutofillForOnboarding = _a.applyKybDocumentAutofillForOnboarding, exports.clearKycKybAutofillForOnboarding = _a.clearKycKybAutofillForOnboarding;
 exports.default = onboardingCustomerView.reducer;

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts

@@ -15,7 +15,7 @@ import { CompanyView } from '../../companyView/types/companyView';
 import { CompanyDetails, CompanyOfficersDetails } from '../../spendManagement/commonSetup/setupViewSelector';
 import { CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationSubview, OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
 export interface OnboardingCustomerView {
     allNationalityCountries: Country[];
     allRequiredStepsCompleted: boolean;
@@ -55,3 +55,9 @@ export declare const onboardingStepsData: (isValidConnection: boolean, productSe
 };
 export declare function isCompanyDetailsSavePending(fileState: FileState, company?: CompanyView, primaryContact?: User, companyDetailsLocalData?: CompanyDetails): boolean;
 export declare const getProductSettingsString: (productSettings: TenantProductSettings | undefined) => string;
+export declare const getAiAgentsActivationSubview: (state: RootState) => AiAgentsActivationSubview;
+export declare const getAiAgentsActivationLedgerPhases: (state: RootState) => AiAgentsActivationPhase[];
+export declare const getAiAgentsActivationBackgroundPhases: (state: RootState) => AiAgentsActivationPhase[];
+export declare const getAiAgentsActivationCounts: (state: RootState) => AiAgentsActivationCounts;
+export declare const getAiAgentsActivationLedgerRowStatuses: (state: RootState) => ReadonlyArray<"idle" | "starting" | "building">;
+export declare const getAiAgentsActivationBackgroundRowStatuses: (state: RootState) => ReadonlyArray<"idle" | "starting" | "building">;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getProductSettingsString = exports.onboardingStepsData = void 0;
+exports.getAiAgentsActivationBackgroundRowStatuses = exports.getAiAgentsActivationLedgerRowStatuses = exports.getAiAgentsActivationCounts = exports.getAiAgentsActivationBackgroundPhases = exports.getAiAgentsActivationLedgerPhases = exports.getAiAgentsActivationSubview = exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
 exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
@@ -331,3 +331,23 @@ const getProductSettingsString = (productSettings) => {
         .join(',');
 };
 exports.getProductSettingsString = getProductSettingsString;
+const fromActivationView = (state) => state.onboardingCustomerViewState.aiAgentsActivation;
+const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+exports.getAiAgentsActivationSubview = getAiAgentsActivationSubview;
+const getAiAgentsActivationLedgerPhases = (state) => fromActivationView(state).ledgerPhases;
+exports.getAiAgentsActivationLedgerPhases = getAiAgentsActivationLedgerPhases;
+const getAiAgentsActivationBackgroundPhases = (state) => fromActivationView(state).backgroundPhases;
+exports.getAiAgentsActivationBackgroundPhases = getAiAgentsActivationBackgroundPhases;
+const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
+exports.getAiAgentsActivationCounts = getAiAgentsActivationCounts;
+const SECTION_ROW_STATUS_FALLBACK = 'idle';
+const phaseStatusToRowStatus = (status) => {
+    if (status === 'ready') {
+        return 'building';
+    }
+    return status;
+};
+const getAiAgentsActivationLedgerRowStatuses = (state) => fromActivationView(state).ledgerPhases.map((phase) => phaseStatusToRowStatus(phase.status ?? SECTION_ROW_STATUS_FALLBACK));
+exports.getAiAgentsActivationLedgerRowStatuses = getAiAgentsActivationLedgerRowStatuses;
+const getAiAgentsActivationBackgroundRowStatuses = (state) => fromActivationView(state).backgroundPhases.map((phase) => phaseStatusToRowStatus(phase.status ?? SECTION_ROW_STATUS_FALLBACK));
+exports.getAiAgentsActivationBackgroundRowStatuses = getAiAgentsActivationBackgroundRowStatuses;

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts

@@ -21,10 +21,21 @@ export interface OnboardingCustomerViewUIState {
     isQBOPopupOpen: boolean;
 }
 export interface OnboardingCustomerViewState extends FetchedState {
+    aiAgentsActivation: AiAgentsActivationSubview;
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} populated by AI autofill
+         * from an uploaded KYB document during onboarding. Drives the ✦ sparkle.
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document during onboarding.
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
@@ -44,5 +55,31 @@ export interface OnboardingCustomerViewState extends FetchedState {
     subscriptionPaymentAccountIds: ID[];
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
+    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     subscriptionBillingAddress?: Address;
 }
+export type AiAgentsActivationPhaseStatus = 'idle' | 'starting' | 'building' | 'ready';
+export type AiAgentsActivationSection = 'ledger' | 'background';
+export interface AiAgentsActivationPhase {
+    key: string;
+    section: AiAgentsActivationSection;
+    status: AiAgentsActivationPhaseStatus;
+    completedAt?: string;
+    startedAt?: string;
+}
+export interface AiAgentsActivationCounts {
+    customerCount: number;
+    glAccountCount: number;
+    targetTransactionCount: number;
+    transactionCount: number;
+    vendorCount: number;
+    asOf?: string;
+}
+export interface AiAgentsActivationSubview {
+    backgroundPhases: AiAgentsActivationPhase[];
+    counts: AiAgentsActivationCounts;
+    fetchStatus: FetchStateAndError;
+    ledgerPhases: AiAgentsActivationPhase[];
+}
+export declare const emptyAiAgentsActivationCounts: AiAgentsActivationCounts;
+export declare const emptyAiAgentsActivationSubview: AiAgentsActivationSubview;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
     'link_payment_account',
@@ -30,3 +30,16 @@ exports.ALL_ONBOARDING_STEPS = [
 ];
 const toOnboardingStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_STEPS);
 exports.toOnboardingStepType = toOnboardingStepType;
+exports.emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+exports.emptyAiAgentsActivationSubview = {
+    backgroundPhases: [],
+    counts: exports.emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    ledgerPhases: [],
+};

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { applyKybDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKybDocument } from '../../kycKybAutofillActions';
+import { applyKybDocumentAutofillForSetup } from '../../setupViewReducer';
+export type ActionType = ReturnType<typeof parseUploadedKybDocument | typeof applyKybDocumentAutofillForSetup | typeof applyKybDocumentAutofillForOnboarding>;
+export declare const parseUploadedKybDocumentEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<unknown>;

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

@@ -0,0 +1,53 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKybDocumentEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../../../onboardingView/customerView/onboardingCustomerViewReducer");
+const kycKybAutofillActions_1 = require("../../kycKybAutofillActions");
+const kycKybParseMapper_1 = require("../../kycKybParseMapper");
+const setupViewReducer_1 = require("../../setupViewReducer");
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+const parseUploadedKybDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(kycKybAutofillActions_1.parseUploadedKybDocument.match), (0, operators_1.mergeMap)((action) => {
+    const { target, companyId, fileId, documentType } = action.payload;
+    const url = `${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((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)();
+        }
+        let result;
+        switch (documentType) {
+            case 'certificate_of_incorporation':
+                result = (0, kycKybParseMapper_1.mapCoiToCompanyDetails)(response.data);
+                break;
+            case 'tax_ein':
+                result = (0, kycKybParseMapper_1.mapTaxEinToCompanyDetails)(response.data);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return (0, rxjs_1.of)();
+        }
+        const applyAction = target === 'setup'
+            ? (0, setupViewReducer_1.applyKybDocumentAutofillForSetup)({
+                companyId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : (0, onboardingCustomerViewReducer_1.applyKybDocumentAutofillForOnboarding)({
+                companyId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return (0, rxjs_1.of)(applyAction);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)()));
+}));
+exports.parseUploadedKybDocumentEpic = parseUploadedKybDocumentEpic;

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts

@@ -0,0 +1,8 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { applyKycDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKycDocument } from '../../kycKybAutofillActions';
+import { applyKycDocumentAutofillForSetup } from '../../setupViewReducer';
+export type ActionType = ReturnType<typeof parseUploadedKycDocument | typeof applyKycDocumentAutofillForSetup | typeof applyKycDocumentAutofillForOnboarding>;
+export declare const parseUploadedKycDocumentEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<unknown>;

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

@@ -0,0 +1,62 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKycDocumentEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const countryListSelector_1 = require("../../../../../entity/countryList/countryListSelector");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../../../onboardingView/customerView/onboardingCustomerViewReducer");
+const kycKybAutofillActions_1 = require("../../kycKybAutofillActions");
+const kycKybParseMapper_1 = require("../../kycKybParseMapper");
+const setupViewReducer_1 = require("../../setupViewReducer");
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+const parseUploadedKycDocumentEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(kycKybAutofillActions_1.parseUploadedKycDocument.match), (0, operators_1.mergeMap)((action) => {
+    const { target, companyId, officerType, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)();
+        }
+        const allCountries = (0, countryListSelector_1.getCountryList)(state$.value.countryListState, 'nationalityCountryList').countries;
+        let result;
+        switch (documentType) {
+            case 'passport':
+                result = (0, kycKybParseMapper_1.mapPassportToOfficer)(response.data, allCountries);
+                break;
+            case 'driving_license':
+                result = (0, kycKybParseMapper_1.mapDrivingLicenseToOfficer)(response.data);
+                break;
+            case 'social_security_card':
+                result = (0, kycKybParseMapper_1.mapSsnCardToOfficer)(response.data);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return (0, rxjs_1.of)();
+        }
+        const applyAction = target === 'setup'
+            ? (0, setupViewReducer_1.applyKycDocumentAutofillForSetup)({
+                companyId,
+                officerType,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : (0, onboardingCustomerViewReducer_1.applyKycDocumentAutofillForOnboarding)({
+                companyId,
+                officerType,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return (0, rxjs_1.of)(applyAction);
+    }), (0, operators_1.catchError)(() => 
+    // Autofill is best-effort; swallow errors silently so the user can keep typing.
+    (0, rxjs_1.of)()));
+}));
+exports.parseUploadedKycDocumentEpic = parseUploadedKycDocumentEpic;

package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts

@@ -0,0 +1,27 @@
+/**
+ * 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 { ID } from '../../../commonStateTypes/common';
+import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
+import { KybProvidedDocumentType, KycKybAutofillTarget, KycProvidedDocumentType } from './types/kycKybAutofill';
+export interface ParseUploadedKycDocumentPayload {
+    companyId: ID;
+    documentType: KycProvidedDocumentType;
+    fileId: ID;
+    officerType: CompanyOfficerType;
+    target: KycKybAutofillTarget;
+}
+export interface ParseUploadedKybDocumentPayload {
+    companyId: ID;
+    documentType: KybProvidedDocumentType;
+    fileId: ID;
+    target: KycKybAutofillTarget;
+}
+export declare const parseUploadedKycDocument: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedKycDocumentPayload, string>;
+export declare const parseUploadedKybDocument: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedKybDocumentPayload, string>;

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

@@ -0,0 +1,15 @@
+"use strict";
+/**
+ * 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.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKybDocument = exports.parseUploadedKycDocument = void 0;
+const toolkit_1 = require("@reduxjs/toolkit");
+exports.parseUploadedKycDocument = (0, toolkit_1.createAction)('commonSetup/parseUploadedKycDocument');
+exports.parseUploadedKybDocument = (0, toolkit_1.createAction)('commonSetup/parseUploadedKybDocument');

package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts

@@ -0,0 +1,24 @@
+/**
+ * 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 { Country } from '../../../entity/countryList/countryListState';
+import { CompanyDetailsLocalData, CompanyOfficerLocalData } from './setupViewState';
+import { ExtendCertificateOfIncorporationParsed, ExtendDrivingLicenseParsed, ExtendPassportParsed, ExtendSsnCardParsed, ExtendTaxEinParsed } from './types/kycKybAutofill';
+export interface AutofillResult<TLocalData> {
+    autoFilledFieldNames: (keyof TLocalData & string)[];
+    values: Partial<TLocalData>;
+}
+/** Passport → Company Officer. */
+export declare const mapPassportToOfficer: (parsed: ExtendPassportParsed, allNationalityCountries: Country[]) => AutofillResult<CompanyOfficerLocalData>;
+/** Driving License → Company Officer. */
+export declare const mapDrivingLicenseToOfficer: (parsed: ExtendDrivingLicenseParsed) => AutofillResult<CompanyOfficerLocalData>;
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+export declare const mapSsnCardToOfficer: (parsed: ExtendSsnCardParsed) => AutofillResult<CompanyOfficerLocalData>;
+/** Certificate of Incorporation → Company Details. */
+export declare const mapCoiToCompanyDetails: (parsed: ExtendCertificateOfIncorporationParsed) => AutofillResult<CompanyDetailsLocalData>;
+/** Tax EIN letter → Company Details. */
+export declare const mapTaxEinToCompanyDetails: (parsed: ExtendTaxEinParsed) => AutofillResult<CompanyDetailsLocalData>;