@zeniai/client-epic-state 5.0.87 → 5.0.88-beta0ND

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Files changed (90) hide show
  1. package/lib/commonStateTypes/animations.d.ts +1 -1
  2. package/lib/commonStateTypes/animations.js +1 -0
  3. package/lib/entity/company/companyPayload.d.ts +4 -0
  4. package/lib/entity/company/companyPayload.js +4 -0
  5. package/lib/entity/company/companyStateTypes.d.ts +4 -0
  6. package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +1 -0
  7. package/lib/entity/paymentAccount/paymentAccountSelector.js +4 -0
  8. package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
  9. package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +21 -0
  10. package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +54 -0
  11. package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
  12. package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
  13. package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
  14. package/lib/entity/tenant/tenantPayload.d.ts +4 -0
  15. package/lib/entity/tenant/tenantReducer.d.ts +40 -27
  16. package/lib/entity/tenant/tenantReducer.js +117 -20
  17. package/lib/entity/tenant/tenantState.d.ts +5 -1
  18. package/lib/epic.d.ts +10 -3
  19. package/lib/epic.js +11 -3
  20. package/lib/esm/commonStateTypes/animations.js +1 -0
  21. package/lib/esm/entity/company/companyPayload.js +4 -0
  22. package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +3 -0
  23. package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +50 -0
  24. package/lib/esm/entity/tenant/tenantReducer.js +115 -18
  25. package/lib/esm/epic.js +11 -3
  26. package/lib/esm/index.js +13 -10
  27. package/lib/esm/view/dashboard/dashboardReducer.js +11 -1
  28. package/lib/esm/view/fileView/epic/deleteFileEpic.js +2 -2
  29. package/lib/esm/view/fileView/epic/deleteFileListEpic.js +2 -2
  30. package/lib/esm/view/fileView/epic/updateFileNameEpic.js +2 -2
  31. package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +42 -0
  32. package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +29 -0
  33. package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +40 -0
  34. package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +217 -50
  35. package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +7 -1
  36. package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +12 -0
  37. package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +52 -0
  38. package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +59 -0
  39. package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +14 -0
  40. package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +205 -0
  41. package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +105 -52
  42. package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +6 -1
  43. package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +28 -0
  44. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +18 -0
  45. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +18 -0
  46. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +1 -1
  47. package/lib/esm/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.js +45 -1
  48. package/lib/index.d.ts +15 -11
  49. package/lib/index.js +57 -35
  50. package/lib/view/dashboard/dashboardReducer.js +11 -1
  51. package/lib/view/fileView/epic/deleteFileEpic.js +1 -1
  52. package/lib/view/fileView/epic/deleteFileListEpic.js +1 -1
  53. package/lib/view/fileView/epic/updateFileNameEpic.js +1 -1
  54. package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +7 -0
  55. package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +46 -0
  56. package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.d.ts +8 -0
  57. package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +33 -0
  58. package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +9 -0
  59. package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +44 -0
  60. package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +3 -0
  61. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +41 -4
  62. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +219 -51
  63. package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +5 -1
  64. package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +11 -2
  65. package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +40 -0
  66. package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +13 -1
  67. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +28 -0
  68. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +56 -0
  69. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +30 -0
  70. package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +63 -0
  71. package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +33 -0
  72. package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +17 -0
  73. package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +24 -0
  74. package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +213 -0
  75. package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +28 -2
  76. package/lib/view/spendManagement/commonSetup/setupViewReducer.js +106 -53
  77. package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +7 -2
  78. package/lib/view/spendManagement/commonSetup/setupViewSelector.js +6 -1
  79. package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +19 -0
  80. package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +125 -0
  81. package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +32 -0
  82. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.d.ts +8 -0
  83. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +22 -0
  84. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.d.ts +8 -0
  85. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +22 -0
  86. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +1 -1
  87. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.d.ts +1 -1
  88. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer.js +46 -2
  89. package/lib/view/spendManagement/treasury/treasurySetUp/treasurySetupViewState.d.ts +2 -0
  90. package/package.json +1 -1
@@ -0,0 +1,205 @@
1
+ /**
2
+ * Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
3
+ *
4
+ * Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
5
+ * both the merged values and the list of field names that were autofilled so the
6
+ * UI can show the ✦ AI badge next to each.
7
+ */
8
+ import { date } from '../../../zeniDayJS';
9
+ import { toZeniUrl } from '../../../zeniUrl';
10
+ import { KYC_KYB_AUTOFILL_MIN_CONFIDENCE, } from './types/kycKybAutofill';
11
+ const emptyResult = () => ({
12
+ values: {},
13
+ autoFilledFieldNames: [],
14
+ });
15
+ const isConfident = (field) => {
16
+ if (field == null) {
17
+ return false;
18
+ }
19
+ if (field.value == null) {
20
+ return false;
21
+ }
22
+ return field.confidence >= KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
23
+ };
24
+ const assignAutofilledValue = (result, key, value) => {
25
+ if (value == null) {
26
+ return;
27
+ }
28
+ if (typeof value === 'string' && value.trim() === '') {
29
+ return;
30
+ }
31
+ result.values[key] = value;
32
+ result.autoFilledFieldNames.push(key);
33
+ };
34
+ const tryParseDate = (rawDate) => {
35
+ const parsedDate = date(rawDate);
36
+ if (parsedDate.isValid()) {
37
+ return parsedDate;
38
+ }
39
+ return undefined;
40
+ };
41
+ const normalizeNationality = (rawNationality, countries) => {
42
+ const needle = rawNationality.trim().toLowerCase();
43
+ if (needle === '') {
44
+ return undefined;
45
+ }
46
+ // Exact ISO-2 / ISO-3 match.
47
+ const isoMatch = countries.find((country) => country.countryCode.toLowerCase() === needle);
48
+ if (isoMatch != null) {
49
+ return isoMatch.countryCode;
50
+ }
51
+ // Common nationality adjectives map to country names (e.g. "American" → "United States").
52
+ const adjectiveToCountry = {
53
+ american: 'united states',
54
+ british: 'united kingdom',
55
+ indian: 'india',
56
+ canadian: 'canada',
57
+ australian: 'australia',
58
+ german: 'germany',
59
+ french: 'france',
60
+ chinese: 'china',
61
+ japanese: 'japan',
62
+ mexican: 'mexico',
63
+ brazilian: 'brazil',
64
+ };
65
+ const resolvedName = adjectiveToCountry[needle] ?? needle;
66
+ const nameMatch = countries.find((country) => country.countryName.toLowerCase() === resolvedName);
67
+ return nameMatch?.countryCode;
68
+ };
69
+ const splitFullName = (fullName) => {
70
+ const parts = fullName.trim().split(/\s+/);
71
+ if (parts.length === 1) {
72
+ return { firstName: parts[0], lastName: '' };
73
+ }
74
+ const lastName = parts[parts.length - 1];
75
+ const firstName = parts.slice(0, -1).join(' ');
76
+ return { firstName, lastName };
77
+ };
78
+ /** Passport → Company Officer. */
79
+ export const mapPassportToOfficer = (parsed, allNationalityCountries) => {
80
+ const result = emptyResult();
81
+ if (isConfident(parsed.first_name)) {
82
+ assignAutofilledValue(result, 'firstName', parsed.first_name.value);
83
+ }
84
+ if (isConfident(parsed.last_name)) {
85
+ assignAutofilledValue(result, 'lastName', parsed.last_name.value);
86
+ }
87
+ if (isConfident(parsed.date_of_birth)) {
88
+ const parsedDate = tryParseDate(parsed.date_of_birth.value);
89
+ if (parsedDate != null) {
90
+ assignAutofilledValue(result, 'birthday', parsedDate);
91
+ }
92
+ }
93
+ if (isConfident(parsed.nationality)) {
94
+ const isoCode = normalizeNationality(parsed.nationality.value, allNationalityCountries);
95
+ if (isoCode != null) {
96
+ assignAutofilledValue(result, 'nationalityCountryCode', isoCode);
97
+ }
98
+ }
99
+ return result;
100
+ };
101
+ /** Driving License → Company Officer. */
102
+ export const mapDrivingLicenseToOfficer = (parsed) => {
103
+ const result = emptyResult();
104
+ if (isConfident(parsed.first_name)) {
105
+ assignAutofilledValue(result, 'firstName', parsed.first_name.value);
106
+ }
107
+ if (isConfident(parsed.last_name)) {
108
+ assignAutofilledValue(result, 'lastName', parsed.last_name.value);
109
+ }
110
+ if (isConfident(parsed.date_of_birth)) {
111
+ const parsedDate = tryParseDate(parsed.date_of_birth.value);
112
+ if (parsedDate != null) {
113
+ assignAutofilledValue(result, 'birthday', parsedDate);
114
+ }
115
+ }
116
+ // address_* fields are mapped at a higher layer (addressView reducer) — kept here as values
117
+ // only, the consuming epic dispatches the address payload separately.
118
+ return result;
119
+ };
120
+ /** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
121
+ export const mapSsnCardToOfficer = (parsed) => {
122
+ const result = emptyResult();
123
+ if (isConfident(parsed.full_name)) {
124
+ const { firstName, lastName } = splitFullName(parsed.full_name.value);
125
+ if (firstName !== '') {
126
+ assignAutofilledValue(result, 'firstName', firstName);
127
+ }
128
+ if (lastName !== '') {
129
+ assignAutofilledValue(result, 'lastName', lastName);
130
+ }
131
+ }
132
+ return result;
133
+ };
134
+ /** Certificate of Incorporation → Company Details. */
135
+ export const mapCoiToCompanyDetails = (parsed) => {
136
+ const result = emptyResult();
137
+ if (isConfident(parsed.company_legal_name)) {
138
+ assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
139
+ }
140
+ if (isConfident(parsed.ein)) {
141
+ assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
142
+ }
143
+ if (isConfident(parsed.phone_number)) {
144
+ assignAutofilledValue(result, 'phone', parsed.phone_number.value);
145
+ }
146
+ if (isConfident(parsed.product_description)) {
147
+ assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
148
+ }
149
+ if (isConfident(parsed.website)) {
150
+ try {
151
+ assignAutofilledValue(result, 'website', toZeniUrl(parsed.website.value));
152
+ }
153
+ catch {
154
+ // ignore — malformed URL string from OCR
155
+ }
156
+ }
157
+ if (isConfident(parsed.industry)) {
158
+ assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
159
+ }
160
+ if (isConfident(parsed.sub_industry)) {
161
+ assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
162
+ }
163
+ if (isConfident(parsed.type_of_incorporation)) {
164
+ assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
165
+ }
166
+ if (isConfident(parsed.date_of_incorporation)) {
167
+ const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
168
+ if (parsedDate != null) {
169
+ assignAutofilledValue(result, 'incDate', parsedDate);
170
+ }
171
+ }
172
+ if (isConfident(parsed.state_of_incorporation)) {
173
+ assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
174
+ }
175
+ if (isConfident(parsed.countries_of_operations)) {
176
+ assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
177
+ }
178
+ if (isConfident(parsed.source_of_funds)) {
179
+ assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
180
+ }
181
+ if (isConfident(parsed.transaction_volume_expectations)) {
182
+ assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
183
+ }
184
+ if (isConfident(parsed.purpose_of_account)) {
185
+ assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
186
+ }
187
+ if (isConfident(parsed.regulated_status)) {
188
+ assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
189
+ }
190
+ if (isConfident(parsed.us_nexus)) {
191
+ assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
192
+ }
193
+ return result;
194
+ };
195
+ /** Tax EIN letter → Company Details. */
196
+ export const mapTaxEinToCompanyDetails = (parsed) => {
197
+ const result = emptyResult();
198
+ if (isConfident(parsed.legal_business_name)) {
199
+ assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
200
+ }
201
+ if (isConfident(parsed.ein)) {
202
+ assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
203
+ }
204
+ return result;
205
+ };
@@ -1,62 +1,30 @@
1
1
  import { createSlice } from '@reduxjs/toolkit';
2
+ import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from './kycKybAutofillActions';
2
3
  const initialFetchStatus = {
3
4
  fetchState: 'Not-Started',
4
5
  error: undefined,
5
6
  };
7
+ const emptyOfficerSlot = {
8
+ autoFilledFields: [],
9
+ localData: undefined,
10
+ sendOtpStatus: initialFetchStatus,
11
+ otpverificationStatus: initialFetchStatus,
12
+ };
6
13
  export const initialState = {
7
14
  updateStatus: { fetchState: 'Not-Started', error: undefined },
8
- companyDetails: {},
15
+ parsingDocumentFileIds: [],
16
+ companyDetails: { autoFilledFields: [] },
9
17
  companyOfficerUpdateStatus: {
10
- Officer_1: {
11
- localData: undefined,
12
- sendOtpStatus: initialFetchStatus,
13
- otpverificationStatus: initialFetchStatus,
14
- },
15
- Officer_2: {
16
- localData: undefined,
17
- sendOtpStatus: initialFetchStatus,
18
- otpverificationStatus: initialFetchStatus,
19
- },
20
- Officer_3: {
21
- localData: undefined,
22
- sendOtpStatus: initialFetchStatus,
23
- otpverificationStatus: initialFetchStatus,
24
- },
25
- Officer_4: {
26
- localData: undefined,
27
- sendOtpStatus: initialFetchStatus,
28
- otpverificationStatus: initialFetchStatus,
29
- },
30
- Officer_5: {
31
- localData: undefined,
32
- sendOtpStatus: initialFetchStatus,
33
- otpverificationStatus: initialFetchStatus,
34
- },
35
- Officer_6: {
36
- localData: undefined,
37
- sendOtpStatus: initialFetchStatus,
38
- otpverificationStatus: initialFetchStatus,
39
- },
40
- Officer_7: {
41
- localData: undefined,
42
- sendOtpStatus: initialFetchStatus,
43
- otpverificationStatus: initialFetchStatus,
44
- },
45
- Officer_8: {
46
- localData: undefined,
47
- sendOtpStatus: initialFetchStatus,
48
- otpverificationStatus: initialFetchStatus,
49
- },
50
- Officer_9: {
51
- localData: undefined,
52
- sendOtpStatus: initialFetchStatus,
53
- otpverificationStatus: initialFetchStatus,
54
- },
55
- Officer_10: {
56
- localData: undefined,
57
- sendOtpStatus: initialFetchStatus,
58
- otpverificationStatus: initialFetchStatus,
59
- },
18
+ Officer_1: { ...emptyOfficerSlot },
19
+ Officer_2: { ...emptyOfficerSlot },
20
+ Officer_3: { ...emptyOfficerSlot },
21
+ Officer_4: { ...emptyOfficerSlot },
22
+ Officer_5: { ...emptyOfficerSlot },
23
+ Officer_6: { ...emptyOfficerSlot },
24
+ Officer_7: { ...emptyOfficerSlot },
25
+ Officer_8: { ...emptyOfficerSlot },
26
+ Officer_9: { ...emptyOfficerSlot },
27
+ Officer_10: { ...emptyOfficerSlot },
60
28
  },
61
29
  primaryContactDetails: {},
62
30
  };
@@ -297,7 +265,92 @@ const setupView = createSlice({
297
265
  clearSetupView(draft) {
298
266
  Object.assign(draft, initialState);
299
267
  },
268
+ /**
269
+ * Merge AI-parsed officer fields into the selected officer's localData and
270
+ * track which field names were autofilled so the form can show the ✦ badge.
271
+ */
272
+ applyKycDocumentAutofillForSetup: {
273
+ reducer(draft, action) {
274
+ const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
275
+ const slot = draft.companyOfficerUpdateStatus[officerType];
276
+ slot.localData = Object.assign({}, slot.localData, values);
277
+ slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
278
+ draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
279
+ },
280
+ prepare(payload) {
281
+ return { payload };
282
+ },
283
+ },
284
+ /**
285
+ * Merge AI-parsed company fields into companyDetails.localData and track
286
+ * which field names were autofilled.
287
+ */
288
+ applyKybDocumentAutofillForSetup: {
289
+ reducer(draft, action) {
290
+ const { values, autoFilledFieldNames, fileId } = action.payload;
291
+ draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
292
+ draft.companyDetails.autoFilledFields = Array.from(new Set([
293
+ ...draft.companyDetails.autoFilledFields,
294
+ ...autoFilledFieldNames,
295
+ ]));
296
+ draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
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
+ },
323
+ },
324
+ extraReducers: (builder) => {
325
+ const addParsingFileId = (draft, fileId) => {
326
+ if (!draft.parsingDocumentFileIds.includes(fileId)) {
327
+ draft.parsingDocumentFileIds.push(fileId);
328
+ }
329
+ };
330
+ const removeParsingFileId = (draft, fileId) => {
331
+ draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
332
+ };
333
+ builder.addCase(parseUploadedKycDocument, (draft, action) => {
334
+ if (action.payload.target === 'setup') {
335
+ addParsingFileId(draft, action.payload.fileId);
336
+ }
337
+ });
338
+ builder.addCase(parseUploadedKybDocument, (draft, action) => {
339
+ if (action.payload.target === 'setup') {
340
+ addParsingFileId(draft, action.payload.fileId);
341
+ }
342
+ });
343
+ builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
344
+ if (action.payload.target === 'setup') {
345
+ removeParsingFileId(draft, action.payload.fileId);
346
+ }
347
+ });
348
+ builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
349
+ if (action.payload.target === 'setup') {
350
+ removeParsingFileId(draft, action.payload.fileId);
351
+ }
352
+ });
300
353
  },
301
354
  });
302
- 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;
355
+ 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;
303
356
  export default setupView.reducer;
@@ -87,15 +87,17 @@ export function getBusinessVerificationDetails(state, companyId) {
87
87
  const { setupViewState, countryListState } = state;
88
88
  const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
89
89
  const companyView = getCompanyView(state, companyId, []);
90
- const { companyDetailsLocalData, companyOfficerLocalData } = getCompanyAndIdentityDetails(state, companyId, {
90
+ const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds } = getCompanyAndIdentityDetails(state, companyId, {
91
91
  companyDetails,
92
92
  companyOfficerUpdateStatus,
93
93
  primaryContactDetails,
94
+ parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
94
95
  });
95
96
  const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
96
97
  return {
97
98
  companyDetailsLocalData,
98
99
  companyOfficerLocalData,
100
+ parsingDocumentFileIds,
99
101
  companyView,
100
102
  updateStatus,
101
103
  allNationalityCountries,
@@ -119,6 +121,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
119
121
  const companyAddress = addressViewState.newAddressState?.company_address;
120
122
  const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
121
123
  companyDetailsLocalData = {
124
+ autoFilledFields: companyDetails.autoFilledFields,
122
125
  companyId,
123
126
  companyDescription,
124
127
  companyLegalName,
@@ -191,6 +194,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
191
194
  const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
192
195
  companyOfficerLocalData[officerType] = {
193
196
  ...companyOfficer.localData,
197
+ autoFilledFields: companyOfficer.autoFilledFields,
194
198
  userFiles: getFilesByFileIds(fileState, fileIds),
195
199
  additionalFiles: getFilesByFileIds(fileState, additionalSubmittedDocumentsForVerificationFileIds),
196
200
  deleteFileStatusById,
@@ -204,6 +208,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
204
208
  return {
205
209
  companyDetailsLocalData,
206
210
  companyOfficerLocalData,
211
+ parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
207
212
  };
208
213
  };
209
214
  /* This helper function takes deposit accounts and payment accounts
@@ -0,0 +1,28 @@
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
+ /** Confidence floor below which we drop an autofill candidate. */
11
+ export const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
12
+ /**
13
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
14
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
15
+ * `stateId`, which has no parser today.
16
+ */
17
+ export const toKycProvidedDocumentType = (selectType) => {
18
+ switch (selectType) {
19
+ case 'driverLicense':
20
+ return 'driving_license';
21
+ case 'passport':
22
+ return 'passport';
23
+ case 'ssnCard':
24
+ return 'social_security_card';
25
+ case 'stateId':
26
+ return null;
27
+ }
28
+ };
@@ -0,0 +1,18 @@
1
+ import { of } from 'rxjs';
2
+ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
+ import { updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser } from '../../../../../entity/tenant/tenantReducer';
4
+ import { createZeniAPIStatus, isSuccessStatus, } from '../../../../../responsePayload';
5
+ import { updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoIntroClosedByOutsideClickFailure, updateTreasuryPromoIntroClosedByOutsideClickSuccess, } from '../treasurySetupViewReducer';
6
+ export const updateTreasuryPromoIntroClosedByOutsideClickEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateTreasuryPromoIntroClosedByOutsideClick.match), switchMap(() => {
7
+ return zeniAPI
8
+ .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/user/self`, { is_treasury_promo_intro_closed_by_outside_click: true })
9
+ .pipe(mergeMap((response) => {
10
+ if (isSuccessStatus(response)) {
11
+ return of(updateTreasuryPromoIntroClosedByOutsideClickForLoggedInUser(), updateTreasuryPromoIntroClosedByOutsideClickSuccess());
12
+ }
13
+ else {
14
+ return of(updateTreasuryPromoIntroClosedByOutsideClickFailure(response.status));
15
+ }
16
+ }), catchError((error) => of(updateTreasuryPromoIntroClosedByOutsideClickFailure(createZeniAPIStatus('Unexpected error', 'Update treasury promo intro closed by outside click REST API call errored out' +
17
+ (error?.message ?? JSON.stringify(error)))))));
18
+ }));
@@ -0,0 +1,18 @@
1
+ import { of } from 'rxjs';
2
+ import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
3
+ import { updateTreasuryPromoRemindMeLaterClickedForLoggedInUser } from '../../../../../entity/tenant/tenantReducer';
4
+ import { createZeniAPIStatus, isSuccessStatus, } from '../../../../../responsePayload';
5
+ import { updateTreasuryPromoRemindMeLaterClicked, updateTreasuryPromoRemindMeLaterClickedFailure, updateTreasuryPromoRemindMeLaterClickedSuccess, } from '../treasurySetupViewReducer';
6
+ export const updateTreasuryPromoRemindMeLaterClickedEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateTreasuryPromoRemindMeLaterClicked.match), switchMap(() => {
7
+ return zeniAPI
8
+ .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/user/self`, { is_treasury_promo_video_remind_me_later_clicked: true })
9
+ .pipe(mergeMap((response) => {
10
+ if (isSuccessStatus(response)) {
11
+ return of(updateTreasuryPromoRemindMeLaterClickedForLoggedInUser(), updateTreasuryPromoRemindMeLaterClickedSuccess());
12
+ }
13
+ else {
14
+ return of(updateTreasuryPromoRemindMeLaterClickedFailure(response.status));
15
+ }
16
+ }), catchError((error) => of(updateTreasuryPromoRemindMeLaterClickedFailure(createZeniAPIStatus('Unexpected error', 'Update treasury promo remind me later REST API call errored out' +
17
+ (error?.message ?? JSON.stringify(error)))))));
18
+ }));
@@ -14,5 +14,5 @@ export const updateTreasuryVideoViewedEpic = (actions$, _state$, zeniAPI) => act
14
14
  return of(updateTreasuryVideoViewedFailure(response.status));
15
15
  }
16
16
  }), catchError((error) => of(updateTreasuryVideoViewedFailure(createZeniAPIStatus('Unexpected error', 'Update treasury video viewed REST API call errored out' +
17
- JSON.stringify(error))))));
17
+ (error?.message ?? JSON.stringify(error)))))));
18
18
  }));
@@ -33,6 +33,14 @@ export const initialState = {
33
33
  fetchState: 'Not-Started',
34
34
  error: undefined,
35
35
  },
36
+ updateTreasuryPromoIntroClosedByOutsideClickStatus: {
37
+ fetchState: 'Not-Started',
38
+ error: undefined,
39
+ },
40
+ updateTreasuryPromoRemindMeLaterClickedStatus: {
41
+ fetchState: 'Not-Started',
42
+ error: undefined,
43
+ },
36
44
  updateTreasuryVideoViewedStatus: {
37
45
  fetchState: 'Not-Started',
38
46
  error: undefined,
@@ -290,12 +298,48 @@ const treasurySetupView = createSlice({
290
298
  error: action.payload,
291
299
  };
292
300
  },
301
+ updateTreasuryPromoRemindMeLaterClicked(draft) {
302
+ draft.updateTreasuryPromoRemindMeLaterClickedStatus = {
303
+ fetchState: 'In-Progress',
304
+ error: undefined,
305
+ };
306
+ },
307
+ updateTreasuryPromoRemindMeLaterClickedSuccess(draft) {
308
+ draft.updateTreasuryPromoRemindMeLaterClickedStatus = {
309
+ fetchState: 'Completed',
310
+ error: undefined,
311
+ };
312
+ },
313
+ updateTreasuryPromoRemindMeLaterClickedFailure(draft, action) {
314
+ draft.updateTreasuryPromoRemindMeLaterClickedStatus = {
315
+ fetchState: 'Error',
316
+ error: action.payload,
317
+ };
318
+ },
319
+ updateTreasuryPromoIntroClosedByOutsideClick(draft) {
320
+ draft.updateTreasuryPromoIntroClosedByOutsideClickStatus = {
321
+ fetchState: 'In-Progress',
322
+ error: undefined,
323
+ };
324
+ },
325
+ updateTreasuryPromoIntroClosedByOutsideClickSuccess(draft) {
326
+ draft.updateTreasuryPromoIntroClosedByOutsideClickStatus = {
327
+ fetchState: 'Completed',
328
+ error: undefined,
329
+ };
330
+ },
331
+ updateTreasuryPromoIntroClosedByOutsideClickFailure(draft, action) {
332
+ draft.updateTreasuryPromoIntroClosedByOutsideClickStatus = {
333
+ fetchState: 'Error',
334
+ error: action.payload,
335
+ };
336
+ },
293
337
  clearTreasurySetupView(draft) {
294
338
  Object.assign(draft, initialState);
295
339
  },
296
340
  },
297
341
  });
298
- export const { fetchTreasuryFunds, fetchTreasurySetupView, fetchTreasurySetupViewSuccess, fetchTreasurySetupViewFailure, acceptTreasuryTerms, acceptTreasuryTermsSuccess, acceptTreasuryTermsFailure, clearTreasurySetupView, updateTreasuryFundsSuccess, updateTreasuryFundsFailure, updatePortfolioAllocation, updatePortfolioAllocationSuccess, updatePortfolioAllocationFailure, fetchPortfolioAllocation, fetchPortfolioAllocationSuccess, fetchPortfolioAllocationFailure, updateFundAllocationLocalData, updateTreasuryVideoViewed, updateTreasuryVideoViewedSuccess, updateTreasuryVideoViewedFailure, } = treasurySetupView.actions;
342
+ export const { fetchTreasuryFunds, fetchTreasurySetupView, fetchTreasurySetupViewSuccess, fetchTreasurySetupViewFailure, acceptTreasuryTerms, acceptTreasuryTermsSuccess, acceptTreasuryTermsFailure, clearTreasurySetupView, updateTreasuryFundsSuccess, updateTreasuryFundsFailure, updatePortfolioAllocation, updatePortfolioAllocationSuccess, updatePortfolioAllocationFailure, fetchPortfolioAllocation, fetchPortfolioAllocationSuccess, fetchPortfolioAllocationFailure, updateFundAllocationLocalData, updateTreasuryPromoIntroClosedByOutsideClick, updateTreasuryPromoIntroClosedByOutsideClickFailure, updateTreasuryPromoIntroClosedByOutsideClickSuccess, updateTreasuryPromoRemindMeLaterClicked, updateTreasuryPromoRemindMeLaterClickedFailure, updateTreasuryPromoRemindMeLaterClickedSuccess, updateTreasuryVideoViewed, updateTreasuryVideoViewedFailure, updateTreasuryVideoViewedSuccess, } = treasurySetupView.actions;
299
343
  export default treasurySetupView.reducer;
300
344
  function mapTreasuryFundsPayloadToFundData(fundsPayload) {
301
345
  return fundsPayload.funds.map((fund) => ({