@zeniai/client-epic-state 5.0.85-beta1ND → 5.0.85-betaAR2

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

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

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

@@ -1,30 +1,62 @@
 import { createSlice } from '@reduxjs/toolkit';
-import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from './kycKybAutofillActions';
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
-const emptyOfficerSlot = {
-    autoFilledFields: [],
-    localData: undefined,
-    sendOtpStatus: initialFetchStatus,
-    otpverificationStatus: initialFetchStatus,
-};
 export const initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    parsingDocumentFileIds: [],
-    companyDetails: { autoFilledFields: [] },
+    companyDetails: {},
     companyOfficerUpdateStatus: {
-        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 },
+        Officer_1: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_2: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_3: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_4: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_5: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_6: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_7: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_8: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_9: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_10: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
     },
     primaryContactDetails: {},
 };
@@ -265,92 +297,7 @@ const setupView = createSlice({
         clearSetupView(draft) {
             Object.assign(draft, initialState);
         },
-        /**
-         * Merge AI-parsed officer fields into the selected officer's localData and
-         * track which field names were autofilled so the form can show the ✦ badge.
-         */
-        applyKycDocumentAutofillForSetup: {
-            reducer(draft, action) {
-                const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
-                const slot = draft.companyOfficerUpdateStatus[officerType];
-                slot.localData = Object.assign({}, slot.localData, values);
-                slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
-                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /**
-         * Merge AI-parsed company fields into companyDetails.localData and track
-         * which field names were autofilled.
-         */
-        applyKybDocumentAutofillForSetup: {
-            reducer(draft, action) {
-                const { values, autoFilledFieldNames, fileId } = action.payload;
-                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
-                draft.companyDetails.autoFilledFields = Array.from(new Set([
-                    ...draft.companyDetails.autoFilledFields,
-                    ...autoFilledFieldNames,
-                ]));
-                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /**
-         * Wipe AI-autofill badges. If `officerType` is provided, clears only that
-         * officer; otherwise clears company details too.
-         */
-        clearKycKybAutofillForSetup: {
-            reducer(draft, action) {
-                const { officerType } = action.payload;
-                if (officerType != null) {
-                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
-                }
-                else {
-                    draft.companyDetails.autoFilledFields = [];
-                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
-                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
-                    });
-                }
-            },
-            prepare(payload = {}) {
-                return { payload };
-            },
-        },
-    },
-    extraReducers: (builder) => {
-        const addParsingFileId = (draft, fileId) => {
-            if (!draft.parsingDocumentFileIds.includes(fileId)) {
-                draft.parsingDocumentFileIds.push(fileId);
-            }
-        };
-        const removeParsingFileId = (draft, fileId) => {
-            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
-        };
-        builder.addCase(parseUploadedKycDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKybDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
     },
 });
-export const { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, } = setupView.actions;
+export const { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView, } = setupView.actions;
 export default setupView.reducer;

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

@@ -87,17 +87,15 @@ export function getBusinessVerificationDetails(state, companyId) {
     const { setupViewState, countryListState } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
     const companyView = getCompanyView(state, companyId, []);
-    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds } = getCompanyAndIdentityDetails(state, companyId, {
+    const { companyDetailsLocalData, companyOfficerLocalData } = getCompanyAndIdentityDetails(state, companyId, {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
     });
     const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         companyView,
         updateStatus,
         allNationalityCountries,
@@ -121,7 +119,6 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
-            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -194,7 +191,6 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
-                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: getFilesByFileIds(fileState, fileIds),
                 additionalFiles: getFilesByFileIds(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,
@@ -208,7 +204,6 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
     };
 };
 /* This helper function takes deposit accounts and payment accounts

package/lib/index.d.ts

@@ -103,7 +103,6 @@ import { updateCommentsNotifications, updateCommentsNotificationsStatuses } from
 import { NotificationWithAuthors } from './entity/notification/types/notificationSelectorTypes';
 import { Notification, NotificationActivity, NotificationEventData, NotificationMetaData, NotificationUpdates, NotificationValueFormat } from './entity/notification/types/notificationStateTypes';
 import { ExternalNotificationData, NotificationActivityType, NotificationGroup, NotificationIdentifierType, NotificationMode, NotificationStatus, NotificationUpdateValue, toNotificationModeStrict } from './entity/notification/types/notificationTypes';
-import { getPlaidPaymentAccounts } from './entity/paymentAccount/paymentAccountSelector';
 import { Logo, PaymentAccount, VERIFIED_PAYMENT_ACCOUNT_PROVIDER_VERIFICATION_STATUS } from './entity/paymentAccount/paymentAccountState';
 import { PaymentInstrument } from './entity/paymentInstrument/paymentInstrument';
 import { AccountingSummary, Runway } from './entity/portfolio/accountingSummary/accountingSummaryState';
@@ -129,7 +128,7 @@ import { ALL_WEEK_DAYS, DayOfWeek, PriorityCodeType, Task, TaskCodeType, TaskPri
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { TaskGroupState } from './entity/taskGroup/taskGroupState';
 import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
-import { DoSignInPayload, clearAll, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
+import { DoSignInPayload, clearAll, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
 import { CurrentTenant, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, TenantsOrdered, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
 import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
@@ -244,7 +243,7 @@ import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthReportTemplate
 import { fetchCompanyTaskManagerView, fetchTaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewReducer';
 import { CompanyTaskManagerSelectorView, TaskWithCompanyDetail, getCompanyTaskManagerView } from './view/companyTaskManagerView/companyTaskManagerViewSelector';
 import { CompanyTaskManagerViewUIState, TaskManagerMetrics } from './view/companyTaskManagerView/companyTaskManagerViewState';
-import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, dismissCapitalizationOnboarding, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState } from './view/companyView/companyViewReducer';
+import { clearCompanyView, companyManagementSaveUpdates, companyPassportClearDataInLocalStore, companyPassportSaveDataInLocalStore, deleteCompanyOfficerInLocalStore, fetchAllCockpitViews, fetchCompanyManagementView, fetchCompanyPassportView, fetchCompanyPortfolioView, fetchManagementView, fetchOnboardingView, fetchParentSubsidiaryManagementView, fetchPortfolioView, fetchSubscriptionView, fetchZeniUsers, saveCompanyPassportDetails, dismissCapitalizationOnboarding, saveIndustryAndIncDateInCompanyPassportLocalStore, updateAccountingClassesEnabled, updateCapitalizationThreshold, updateCompanyDownloadState, updateCompanyManagementUIState, updateCompanyPassportLocalStoreData, updateCompanyPortfolioUIState } from './view/companyView/companyViewReducer';
 import { FilterCategoryValueType, canSendMonthEndEmailReport, shouldEnableCalendarPickerForLastReportSent } from './view/companyView/helpers/cockpitHelpers';
 import { getParentSubsidiaryManagementView } from './view/companyView/parentSubsidiaryView/parentSubsidiaryViewSelector';
 import { CompanyManagementView, CompanyWithUpdateStatusView, getAddonListZeniSku, getCompanyManagementView, getPlanListZeniSku } from './view/companyView/selector/companyManagementViewSelector';
@@ -289,7 +288,6 @@ import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationVi
 import { JEScheduledTransactionWithFailedEntries } from './view/expenseAutomationView/selectors/jeSchedulesViewSelector';
 import { getExpenseAutomationReconciliationView, isAccountReconReport } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
-import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { CompletedSubTab, DEFAULT_COMPLETED_SUB_TAB, toCompletedSubTab } from './view/expenseAutomationView/types/completedSubTab';
 import { FluxAnalysisActionType, FluxAnalysisReviewStatus, FluxAnalysisSortKey, FluxAnalysisViewUIState, FluxBalancesByMonth } from './view/expenseAutomationView/types/fluxAnalysisViewState';
 import { AccountSettingsLocalData, JEScheduleMainTab as ExpenseAutomationJEScheduleMainTab, JEScheduleSortKey as ExpenseAutomationJEScheduleSortKey, JESchedulesViewUIState as ExpenseAutomationJESchedulesViewUIState, JEScheduleLocalData, toJEScheduleMainTab as toExpenseAutomationJEScheduleMainTab, toJEScheduleSortKey as toExpenseAutomationJEScheduleSortKey } from './view/expenseAutomationView/types/jeSchedulesViewState';
@@ -338,9 +336,9 @@ import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetc
 import { NewOnboardingCustomerLocalData, NewOnboardingCustomerView, OnboardingCockpitView, ProductInfo, getNewOnboardingCustomerView, getOnboardingCockpitView } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
 import { OnboardingCustomerListUIState, QBOConnectionPool } from './view/onboardingView/cockpitView/onboardingCockpitViewState';
 import { CustomerCreationStatus, NewOnboardingCustomer, OnboardingCompanyDetails, OnboardingCustomer, OnboardingCustomerCompletedStatus, ProductGroupType, ProductType, toProductType, toProductTypeStrict } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
-import { acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, aiAgentsActivationSectionReady, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
+import { clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
 import { OnboardingCustomerView, getOnboardingCustomerView, getProductSettingsString } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSection, AiAgentsActivationSubview, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep } from './view/onboardingView/customerView/onboardingCustomerViewState';
+import { OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState } from './view/opEx/opExSelector';
 import { OpExReport, OpExUIStateSelectorView } from './view/opEx/opExSelectorTypes';
@@ -479,8 +477,7 @@ import { IssueChargeCardSelectorView, getIssueChargeCardView } from './view/spen
 import { ActiveChargeCardCount, ActiveDebitCardCount, ActiveDebitCardCountByUserId, IssueChargeCardLocalData, IssueChargeCardState, PhysicalCreditCardData, PhysicalDebitCardData, VirtualCreditCardData, VirtualDebitCardData } from './view/spendManagement/chargeCards/issueChargeCard/issueChargeCardState';
 import { CommonHistoryView, HistoricEvent, HistoricEventUpdate } from './view/spendManagement/commonHistoryView/commonHistory';
 import { ActivityHistorySelectorView } from './view/spendManagement/commonHistoryView/commonHistorySelector';
-import { parseUploadedKybDocument, parseUploadedKycDocument } from './view/spendManagement/commonSetup/kycKybAutofillActions';
-import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
+import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
 import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
@@ -512,6 +509,7 @@ import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, R
 import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
 import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
 import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
+import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
 import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
 import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -673,7 +671,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
-export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
+export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
 export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
 export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
 export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
@@ -803,7 +801,7 @@ export { AccountListSelectorView, ClassListSelectorView, getClassList, fetchClas
 export { BillTab, BillsSubTabType, SaveBillStageCode, BillPayReviewSelectorView, DuplicateBillsSelectorView, EditBillDetailSelectorView, LineItemRecommendationsLocalData, EditBillInitialDetails, BillableStatus, PaymentDetailsSection, BillListReport, BillListDownloadReport, WhatForSection, fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, BillDetailViewSelector, ActorActivityWithUser, BillActivity, StepWithStatus, getBillDetailView, checkApproveRejectBtnShowForBill, BillDetailView, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, EditBillDetail, EditBillDetailViewState, getEditBillDetail, getReviewPageBillDetail, BillDetailLocalData, PaymentDetailsSectionView, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, BillPaymentStatus, BillPaymentStatusCodeType, BillPaymentRefundStatus, BillPaymentRefundStatusCodeType, BillStatus, BillStatusCodeType, BillApprovalType, updateBillListUIState, BillListUIState, BillPayViewSortKey, BillPayFilters, BillPayFilterCategory, BillListViewFilterCategoryField, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, PaymentToOption, toPaymentToOption, convertAmountToHomeCurrency, RecurringBillInstance, RecurringBillConfigLocalData, EditRecurringBillType, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
 export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, };
 export { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters, };
-export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, parseUploadedKycDocument, parseUploadedKybDocument, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getPlaidPaymentAccounts, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
+export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
 export { BankConnectionsSetupView, IntegrationsView, getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };
 export { getUserFinancialAccount, UserFinancialAccountSelectorView };
@@ -855,7 +853,7 @@ export { CountryWithCurrency };
 export { fetchCompanyConfig };
 export { getCompanyConfig };
 export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
-export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, aiAgentsActivationSectionReady, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSection, AiAgentsActivationSubview, };
+export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, };
 export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, AccountMappingLocalData, AccountMappingView, VendorAccountMappingView, getAccountMappingView, initializeAccountMappingView, ExpenseCategory1099Filing, };
 export { MagicLinkView, getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
 export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };
@@ -939,5 +937,3 @@ export { UserGroup } from './entity/userGroups/userGroupsState';
 export { SessionManager } from './entity/tenant/SessionManager';
 export type { SessionCallbacks, SessionConfig, } from './entity/tenant/sessionTypes';
 export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
-export type { KybProvidedDocumentType, KycKybAutofillTarget, KycKybProvidedDocumentType, KycProvidedDocumentType, KycSelectDocumentType, } from './view/spendManagement/commonSetup/types/kycKybAutofill';
-export { toKycProvidedDocumentType } from './view/spendManagement/commonSetup/types/kycKybAutofill';