@zeniai/client-epic-state 5.0.88-betaAS2 → 5.0.89-beta0ND

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

@@ -1,5 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
+import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -9,61 +11,31 @@ export const initialState = {
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
     currentStep: 'link_payment_account',
+    parsingDocumentFileIds: [],
     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,
@@ -91,6 +63,7 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -180,6 +153,126 @@ const onboardingCustomerView = 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,
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewed: {
+            reducer(draft) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewedSuccess(draft) {
+            draft.aiActivationViewedAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiActivationViewedFailure: {
+            reducer(draft, action) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    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.phases = action.payload.phases;
+                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 = draft.aiAgentsActivation.phases;
+                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 };
+            },
+        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -592,7 +685,81 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
+        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
+        applyKycDocumentAutofillForOnboarding: {
+            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 onboarding localData. */
+        applyKybDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames, fileId } = 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]));
+                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
+            },
+            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 };
+            },
+        },
+    },
+    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 === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

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

@@ -0,0 +1 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {date} from '../../../zeniDayJS';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\nimport {\n  parseUploadedKybDocument,\n  parseUploadedKybDocumentFailure,\n  parseUploadedKycDocument,\n  parseUploadedKycDocumentFailure,\n} from '../../spendManagement/commonSetup/kycKybAutofillActions';\nimport {\n  CompanyDetailsLocalData,\n  CompanyOfficerLocalData,\n} from '../../spendManagement/commonSetup/setupViewState';\nimport {PlaidLinkTokenType} from '../../spendManagement/plaidAccount/plaidAccountViewState';\nimport {\n  AiAgentsActivationCounts,\n  AiAgentsActivationPhase,\n  OnboardingCustomerViewLocalData,\n  OnboardingCustomerViewState,\n  OnboardingCustomerViewUIState,\n  OnboardingStep,\n  emptyAiAgentsActivationSubview,\n} from './onboardingCustomerViewState';\n\nconst initialStatus: FetchStateAndError = {\n  fetchState: 'Not-Started',\n  error: undefined,\n};\n\nexport const initialState: OnboardingCustomerViewState = {\n  updateStatus: initialStatus,\n  saveStatus: initialStatus,\n  dashboardLoadedStatus: initialStatus,\n\n  currentStep: 'link_payment_account',\n\n  parsingDocumentFileIds: [],\n\n  companyDetails: {\n    autoFilledFields: [],\n    localData: undefined,\n  },\n\n  companyOfficerUpdateStatus: (() => {\n    type OnboardingOfficerSlot =\n      OnboardingCustomerViewState['companyOfficerUpdateStatus'][CompanyOfficerType];\n    const emptyOfficerSlot: OnboardingOfficerSlot = {\n      autoFilledFields: [],\n      localData: undefined,\n      sendOtpStatus: initialStatus,\n      otpverificationStatus: initialStatus,\n    };\n    return {\n      Officer_1: {...emptyOfficerSlot},\n      Officer_2: {...emptyOfficerSlot},\n      Officer_3: {...emptyOfficerSlot},\n      Officer_4: {...emptyOfficerSlot},\n      Officer_5: {...emptyOfficerSlot},\n      Officer_6: {...emptyOfficerSlot},\n      Officer_7: {...emptyOfficerSlot},\n      Officer_8: {...emptyOfficerSlot},\n      Officer_9: {...emptyOfficerSlot},\n      Officer_10: {...emptyOfficerSlot},\n    };\n  })(),\n\n  primaryContactDetails: {},\n\n  paymentAccountDetails: {\n    fetchStatus: initialStatus,\n    updateStatus: initialStatus,\n    paymentAccountIds: [],\n  },\n  subscriptionPaymentAccountIds: [],\n  plaidConnectionDetails: {\n    link_account: {\n      fetchStatus: initialStatus,\n      updateStatus: initialStatus,\n    },\n    update_account: {\n      fetchStatus: initialStatus,\n      updateStatus: initialStatus,\n    },\n    link_account_no_microdeposit: {\n      fetchStatus: initialStatus,\n      updateStatus: initialStatus,\n    },\n    link_external_account: {\n      fetchStatus: initialStatus,\n      updateStatus: initialStatus,\n    },\n  },\n\n  fetchState: 'Not-Started',\n  error: undefined,\n\n  aiAgentsActivation: {...emptyAiAgentsActivationSubview},\n\n  uiState: {\n    isQBOPopupOpen: false,\n    isCardPaymentPopupOpen: false,\n  },\n\n  hasValidState() {\n    return this.fetchState === 'Completed';\n  },\n};\n\nconst onboardingCustomerView = createSlice({\n  name: 'onboardingCustomerView',\n  initialState,\n  reducers: {\n    fetchOnboardingCustomerView: {\n      // eslint-disable-next-line @typescript-eslint/no-unused-vars\n      reducer(_draft) {\n        // nothing to do here\n      },\n\n      prepare(\n        companyId: ID,\n        cacheOverride = false,\n        reCalculateCurrentStep = true\n      ) {\n        return {\n          payload: {companyId, cacheOverride, reCalculateCurrentStep},\n        };\n      },\n    },\n\n    fetchOnboardingCustomerSetupView: {\n      reducer(draft) {\n        draft.fetchState = 'In-Progress';\n        draft.error = undefined;\n      },\n\n      prepare(\n        companyId: ID,\n        cacheOverride = false,\n        reCalculateCurrentStep = true\n      ) {\n        return {\n          payload: {companyId, cacheOverride, reCalculateCurrentStep},\n        };\n      },\n    },\n\n    fetchOnboardingCustomerSetupViewSuccess(draft) {\n      draft.fetchState = 'Completed';\n      draft.error = undefined;\n    },\n\n    fetchOnboardingCustomerSetupViewFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.fetchState = 'Error';\n        draft.error = action.payload;\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    updateCurrentStep(draft, action: PayloadAction<{step: OnboardingStep}>) {\n      draft.currentStep = action.payload.step;\n    },\n\n    updateOnboardingCustomerViewAccountDetails: {\n      prepare(paymentAccountIds: ID[], subscriptionPaymentAccountIds: ID[]) {\n        return {payload: {paymentAccountIds, subscriptionPaymentAccountIds}};\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          paymentAccountIds: ID[];\n          subscriptionPaymentAccountIds: ID[];\n        }>\n      ) {\n        const {paymentAccountIds, subscriptionPaymentAccountIds} =\n          action.payload;\n\n        draft.paymentAccountDetails.paymentAccountIds = paymentAccountIds;\n        draft.subscriptionPaymentAccountIds = subscriptionPaymentAccountIds;\n        draft.paymentAccountDetails.fetchStatus = {\n          fetchState: 'Completed',\n          error: undefined,\n        };\n      },\n    },\n\n    updateOnboardingCustomerViewCompleteStatus: {\n      reducer(draft) {\n        draft.updateStatus = {fetchState: 'In-Progress', error: undefined};\n      },\n\n      prepare(\n        companyId: ID,\n        checkOnboardingComplete: boolean = false,\n        productSuitePage: boolean = false\n      ) {\n        return {\n          payload: {companyId, checkOnboardingComplete, productSuitePage},\n        };\n      },\n    },\n\n    updateOnboardingCustomerViewCompleteStatusSuccess(draft) {\n      draft.updateStatus = {fetchState: 'Completed', error: undefined};\n    },\n\n    updateOnboardingCustomerViewCompleteStatusFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.updateStatus = {fetchState: 'Error', error: action.payload};\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    acknowledgeOnboardingAiFinanceTeam: {\n      reducer(draft) {\n        draft.aiFinanceTeamAcknowledgementStatus = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(companyId: ID) {\n        return {\n          payload: {companyId},\n        };\n      },\n    },\n\n    acknowledgeOnboardingAiFinanceTeamSuccess(draft) {\n      draft.aiFinanceTeamAcknowledgementStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n    },\n\n    acknowledgeOnboardingAiFinanceTeamFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.aiFinanceTeamAcknowledgementStatus = {\n          fetchState: 'Error',\n          error: action.payload,\n        };\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    acknowledgeOnboardingAiActivationViewed: {\n      reducer(draft) {\n        draft.aiActivationViewedAcknowledgementStatus = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(companyId: ID) {\n        return {\n          payload: {companyId},\n        };\n      },\n    },\n\n    acknowledgeOnboardingAiActivationViewedSuccess(draft) {\n      draft.aiActivationViewedAcknowledgementStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n    },\n\n    acknowledgeOnboardingAiActivationViewedFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.aiActivationViewedAcknowledgementStatus = {\n          fetchState: 'Error',\n          error: action.payload,\n        };\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    fetchAiAgentsActivationStatus(draft) {\n      draft.aiAgentsActivation.fetchStatus = {\n        fetchState: 'In-Progress',\n        error: undefined,\n      };\n    },\n\n    fetchAiAgentsActivationStatusSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          counts: AiAgentsActivationCounts;\n          phases: AiAgentsActivationPhase[];\n        }>\n      ) {\n        draft.aiAgentsActivation.fetchStatus = {\n          fetchState: 'Completed',\n          error: undefined,\n        };\n        draft.aiAgentsActivation.phases = action.payload.phases;\n        draft.aiAgentsActivation.counts = action.payload.counts;\n      },\n      prepare(payload: {\n        counts: AiAgentsActivationCounts;\n        phases: AiAgentsActivationPhase[];\n      }) {\n        return {payload};\n      },\n    },\n\n    fetchAiAgentsActivationStatusFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.aiAgentsActivation.fetchStatus = {\n          fetchState: 'Error',\n          error: action.payload,\n        };\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {payload: error};\n      },\n    },\n\n    aiAgentsActivationCountsUpdated: {\n      reducer(draft, action: PayloadAction<Partial<AiAgentsActivationCounts>>) {\n        draft.aiAgentsActivation.counts = {\n          ...draft.aiAgentsActivation.counts,\n          ...action.payload,\n        };\n      },\n      prepare(payload: Partial<AiAgentsActivationCounts>) {\n        return {payload};\n      },\n    },\n\n    aiAgentsActivationPhaseChanged: {\n      reducer(draft, action: PayloadAction<AiAgentsActivationPhase>) {\n        const target = draft.aiAgentsActivation.phases;\n        const index = target.findIndex(\n          (phase) => phase.key === action.payload.key\n        );\n        if (index === -1) {\n          target.push(action.payload);\n        } else {\n          target[index] = {...target[index], ...action.payload};\n        }\n      },\n      prepare(payload: AiAgentsActivationPhase) {\n        return {payload};\n      },\n    },\n\n    updateOnboardingCustomerViewDashboardLoaded: {\n      reducer(draft) {\n        draft.dashboardLoadedStatus = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(companyId: ID) {\n        return {\n          payload: {companyId},\n        };\n      },\n    },\n\n    updateOnboardingCustomerViewDashboardLoadedSuccess(draft) {\n      draft.dashboardLoadedStatus = {fetchState: 'Completed', error: undefined};\n    },\n\n    updateOnboardingCustomerViewDashboardLoadedFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.dashboardLoadedStatus = {\n          fetchState: 'Error',\n          error: action.payload,\n        };\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountStatus: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'In-Progress',\n              error: undefined,\n            },\n          }\n        );\n      },\n\n      prepare(\n        verificationStatusCode: string,\n        paymentAccountId: ID,\n        linkTokenType?: PlaidLinkTokenType\n      ) {\n        return {\n          payload: {\n            verificationStatusCode,\n            paymentAccountId,\n            linkTokenType: linkTokenType ?? 'link_account',\n          },\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountStatusSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n          paymentAccountIds: ID[];\n        }>\n      ) {\n        const {paymentAccountIds, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Completed',\n              error: undefined,\n            },\n          }\n        );\n\n        draft.paymentAccountDetails.paymentAccountIds = paymentAccountIds;\n      },\n      prepare(paymentAccountIds: ID[], linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {paymentAccountIds, linkTokenType},\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountStatusFailure: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {error, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Error',\n              error,\n            },\n          }\n        );\n      },\n\n      prepare(error: ZeniAPIStatus, linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {error, linkTokenType},\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountLoginStatus: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'In-Progress',\n              error: undefined,\n            },\n          }\n        );\n      },\n\n      prepare(\n        isLoginRequired: boolean,\n        paymentAccountId: ID,\n        linkTokenType?: PlaidLinkTokenType\n      ) {\n        return {\n          payload: {\n            isLoginRequired,\n            paymentAccountId,\n            linkTokenType: linkTokenType ?? 'link_account',\n          },\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountLoginStatusSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n          paymentAccountIds: ID[];\n        }>\n      ) {\n        const {paymentAccountIds, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Completed',\n              error: undefined,\n            },\n          }\n        );\n\n        draft.paymentAccountDetails.paymentAccountIds = paymentAccountIds;\n      },\n      prepare(paymentAccountIds: ID[], linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {paymentAccountIds, linkTokenType},\n        };\n      },\n    },\n\n    updateOnboardingPaymentAccountLoginStatusFailure: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {error, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Error',\n              error,\n            },\n          }\n        );\n      },\n\n      prepare(error: ZeniAPIStatus, linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {error, linkTokenType},\n        };\n      },\n    },\n\n    establishOnboardingPlaidConnection: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'In-Progress',\n              error: undefined,\n            },\n          }\n        );\n      },\n\n      prepare(publicToken: ID, linkTokenType?: PlaidLinkTokenType) {\n        return {\n          payload: {\n            publicToken,\n            linkTokenType: linkTokenType ?? 'link_account',\n          },\n        };\n      },\n    },\n\n    establishOnboardingPlaidConnectionSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n          paymentAccountIds: ID[];\n        }>\n      ) {\n        const {paymentAccountIds, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Completed',\n              error: undefined,\n            },\n          }\n        );\n\n        draft.paymentAccountDetails.paymentAccountIds = paymentAccountIds;\n      },\n      prepare(paymentAccountIds: ID[], linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {paymentAccountIds, linkTokenType},\n        };\n      },\n    },\n\n    establishOnboardingPlaidConnectionFailure: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {linkTokenType, error} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            updateStatus: {\n              fetchState: 'Error',\n              error,\n            },\n          }\n        );\n      },\n      prepare(error: ZeniAPIStatus, linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {error, linkTokenType},\n        };\n      },\n    },\n\n    getOnboardingPlaidLinkToken: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          linkTokenType: PlaidLinkTokenType;\n          paymentAccountId?: ID;\n        }>\n      ) {\n        const {linkTokenType, paymentAccountId} = action.payload;\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            fetchStatus: {\n              fetchState: 'In-Progress',\n              error: undefined,\n            },\n          }\n        );\n        if (paymentAccountId != null) {\n          draft.paymentAccountDetails.paymentAccountIds = [paymentAccountId];\n        }\n      },\n      prepare(linkTokenType?: PlaidLinkTokenType, paymentAccountId?: ID) {\n        return {\n          payload: {\n            linkTokenType: linkTokenType ?? 'link_account',\n            paymentAccountId: paymentAccountId,\n          },\n        };\n      },\n    },\n\n    getOnboardingPlaidLinkTokenSuccess: {\n      prepare(\n        linkToken: ID,\n        expiration: string,\n        linkTokenType: PlaidLinkTokenType\n      ) {\n        return {payload: {linkToken, expiration, linkTokenType}};\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          expiration: string;\n          linkToken: ID;\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {linkToken, expiration, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            fetchStatus: {\n              fetchState: 'Completed',\n              error: undefined,\n            },\n            linkToken,\n            expiration: date(expiration),\n          }\n        );\n      },\n    },\n\n    getOnboardingPlaidLinkTokenFailure: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          linkTokenType: PlaidLinkTokenType;\n        }>\n      ) {\n        const {error, linkTokenType} = action.payload;\n\n        draft.plaidConnectionDetails[linkTokenType] = Object.assign(\n          {},\n          draft.plaidConnectionDetails[linkTokenType],\n          {\n            fetchStatus: {\n              fetchState: 'Error',\n              error,\n            },\n          }\n        );\n      },\n      prepare(error: ZeniAPIStatus, linkTokenType: PlaidLinkTokenType) {\n        return {\n          payload: {error, linkTokenType},\n        };\n      },\n    },\n\n    updateOnboardingCustomerView: {\n      reducer(draft) {\n        draft.saveStatus = {fetchState: 'In-Progress', error: undefined};\n      },\n\n      prepare(\n        companyId: ID,\n        sendForVerification: boolean,\n        reCalculateCurrentStep?: boolean,\n        isBillingAddressUpdate?: boolean,\n        officerType?: CompanyOfficerType\n      ) {\n        return {\n          payload: {\n            companyId,\n            sendForVerification,\n            reCalculateCurrentStep,\n            isBillingAddressUpdate,\n            officerType,\n          },\n        };\n      },\n    },\n\n    updateOnboardingCustomerViewSuccess(draft) {\n      draft.saveStatus = {fetchState: 'Completed', error: undefined};\n    },\n\n    updateOnboardingCustomerViewFailure: {\n      reducer(draft, action: PayloadAction<ZeniAPIStatus>) {\n        draft.saveStatus = {fetchState: 'Error', error: action.payload};\n      },\n      prepare(error: ZeniAPIStatus) {\n        return {\n          payload: error,\n        };\n      },\n    },\n\n    updateOnboardingCustomerViewLocalStoreData(\n      // eslint-disable-next-line @typescript-eslint/no-unused-vars\n      _draft,\n      // eslint-disable-next-line @typescript-eslint/no-unused-vars\n      _action: PayloadAction<{\n        companyId: ID;\n        currentStep?: OnboardingStep;\n        reCalculateCurrentStep?: boolean;\n      }>\n    ) {\n      // nothing to do here\n    },\n\n    saveOnboardingCustomerViewDataInLocalStore(\n      draft,\n      action: PayloadAction<Partial<OnboardingCustomerViewLocalData>>\n    ) {\n      const onboardingCustomerViewLocalData = action.payload;\n\n      if (onboardingCustomerViewLocalData.companyDetails != null) {\n        draft.companyDetails.localData =\n          onboardingCustomerViewLocalData.companyDetails;\n      }\n\n      if (onboardingCustomerViewLocalData.primaryContactDetails != null) {\n        draft.primaryContactDetails.localData =\n          onboardingCustomerViewLocalData.primaryContactDetails;\n      }\n\n      if (onboardingCustomerViewLocalData.officers != null) {\n        onboardingCustomerViewLocalData.officers.forEach((officer) => {\n          draft.companyOfficerUpdateStatus[officer.officerType].localData =\n            officer;\n        });\n      }\n    },\n\n    saveOnboardingCompnayOfficerPhoneInLocalStore(\n      draft,\n      action: PayloadAction<{\n        officerType: CompanyOfficerType;\n        phone: string | number;\n      }>\n    ) {\n      draft.companyOfficerUpdateStatus[action.payload.officerType].localData =\n        Object.assign(\n          {},\n          draft.companyOfficerUpdateStatus[action.payload.officerType]\n            .localData,\n          {\n            phone: action.payload.phone,\n          }\n        );\n    },\n\n    updateOnboardingCustomerViewUIState(\n      draft,\n      action: PayloadAction<Partial<OnboardingCustomerViewUIState>>\n    ) {\n      const updatedUiState = action.payload;\n      draft.uiState = {...draft.uiState, ...updatedUiState};\n    },\n\n    sendOnboardingOfficerOtp(draft) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].sendOtpStatus = {\n            fetchState: 'In-Progress',\n            error: undefined,\n          };\n          draft.companyOfficerUpdateStatus[officerType].localData =\n            Object.assign(\n              {},\n              draft.companyOfficerUpdateStatus[officerType].localData,\n              {\n                isPhoneVerified: false,\n              }\n            );\n        }\n      });\n    },\n\n    resendOnboardingOfficerOtp(draft) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].sendOtpStatus = {\n            fetchState: 'In-Progress',\n            error: undefined,\n          };\n        }\n      });\n    },\n\n    sendOnboardingOfficerOtpSuccess(\n      draft,\n      action: PayloadAction<{\n        otpChallenge: string;\n      }>\n    ) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].sendOtpStatus = {\n            fetchState: 'Completed',\n            error: undefined,\n          };\n          draft.companyOfficerUpdateStatus[officerType].localData =\n            Object.assign(\n              {},\n              draft.companyOfficerUpdateStatus[officerType].localData,\n              {\n                otpChallenge: action.payload.otpChallenge,\n              }\n            );\n        }\n      });\n    },\n\n    sendOnboardingOfficerOtpFailure(\n      draft,\n      action: PayloadAction<ZeniAPIStatus>\n    ) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].sendOtpStatus = {\n            fetchState: 'Error',\n            error: action.payload,\n          };\n        }\n      });\n    },\n\n    verifyOnboardingOfficerOtp(draft) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].otpverificationStatus =\n            {\n              fetchState: 'In-Progress',\n              error: undefined,\n            };\n        }\n      });\n    },\n\n    verifyOnboardingOfficerOtpSuccess(draft) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].otpverificationStatus =\n            {\n              fetchState: 'Completed',\n              error: undefined,\n            };\n          draft.companyOfficerUpdateStatus[officerType].localData =\n            Object.assign(\n              {},\n              draft.companyOfficerUpdateStatus[officerType].localData,\n              {\n                isPhoneVerified: true,\n              }\n            );\n        }\n      });\n    },\n\n    verifyOnboardingOfficerOtpFailure(\n      draft,\n      action: PayloadAction<ZeniAPIStatus>\n    ) {\n      (\n        Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n      ).forEach((officerType) => {\n        if (\n          draft.companyOfficerUpdateStatus[officerType].localData != null &&\n          draft.companyOfficerUpdateStatus[officerType].localData\n            ?.isSelectedForVerification === true\n        ) {\n          draft.companyOfficerUpdateStatus[officerType].otpverificationStatus =\n            {\n              fetchState: 'Error',\n              error: action.payload,\n            };\n        }\n      });\n    },\n\n    clearOnboardingCustomerViewDataInLocalStore(draft) {\n      draft.companyOfficerUpdateStatus =\n        initialState.companyOfficerUpdateStatus;\n      draft.companyDetails = initialState.companyDetails;\n    },\n\n    clearOnboardingCustomerView(draft) {\n      Object.assign(draft, initialState);\n    },\n\n    /** Merge AI-parsed officer fields into the officer's onboarding localData. */\n    applyKycDocumentAutofillForOnboarding: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          autoFilledFieldNames: string[];\n          companyId: ID;\n          fileId: ID;\n          officerType: CompanyOfficerType;\n          values: Partial<CompanyOfficerLocalData>;\n        }>\n      ) {\n        const {officerType, values, autoFilledFieldNames, fileId} =\n          action.payload;\n        const slot = draft.companyOfficerUpdateStatus[officerType];\n        slot.localData = Object.assign({}, slot.localData, values);\n        slot.autoFilledFields = Array.from(\n          new Set([...slot.autoFilledFields, ...autoFilledFieldNames])\n        );\n        draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter(\n          (id) => id !== fileId\n        );\n      },\n      prepare(payload: {\n        autoFilledFieldNames: string[];\n        companyId: ID;\n        fileId: ID;\n        officerType: CompanyOfficerType;\n        values: Partial<CompanyOfficerLocalData>;\n      }) {\n        return {payload};\n      },\n    },\n\n    /** Merge AI-parsed company fields into companyDetails onboarding localData. */\n    applyKybDocumentAutofillForOnboarding: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          autoFilledFieldNames: string[];\n          companyId: ID;\n          fileId: ID;\n          values: Partial<CompanyDetailsLocalData>;\n        }>\n      ) {\n        const {values, autoFilledFieldNames, fileId} = action.payload;\n        draft.companyDetails.localData = Object.assign(\n          {},\n          draft.companyDetails.localData,\n          values\n        );\n        const prev = draft.companyDetails.autoFilledFields ?? [];\n        draft.companyDetails.autoFilledFields = Array.from(\n          new Set([...prev, ...autoFilledFieldNames])\n        );\n        draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter(\n          (id) => id !== fileId\n        );\n      },\n      prepare(payload: {\n        autoFilledFieldNames: string[];\n        companyId: ID;\n        fileId: ID;\n        values: Partial<CompanyDetailsLocalData>;\n      }) {\n        return {payload};\n      },\n    },\n\n    /** Wipe AI-autofill badges during onboarding. */\n    clearKycKybAutofillForOnboarding: {\n      reducer(\n        draft,\n        action: PayloadAction<{officerType?: CompanyOfficerType}>\n      ) {\n        const {officerType} = action.payload;\n        if (officerType != null) {\n          draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];\n        } else {\n          draft.companyDetails.autoFilledFields = [];\n          (\n            Object.keys(\n              draft.companyOfficerUpdateStatus\n            ) as CompanyOfficerType[]\n          ).forEach((key) => {\n            draft.companyOfficerUpdateStatus[key].autoFilledFields = [];\n          });\n        }\n      },\n      prepare(payload: {officerType?: CompanyOfficerType} = {}) {\n        return {payload};\n      },\n    },\n  },\n  extraReducers: (builder) => {\n    const addParsingFileId = (\n      draft: OnboardingCustomerViewState,\n      fileId: ID\n    ) => {\n      if (!draft.parsingDocumentFileIds.includes(fileId)) {\n        draft.parsingDocumentFileIds.push(fileId);\n      }\n    };\n    const removeParsingFileId = (\n      draft: OnboardingCustomerViewState,\n      fileId: ID\n    ) => {\n      draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter(\n        (id) => id !== fileId\n      );\n    };\n    builder.addCase(parseUploadedKycDocument, (draft, action) => {\n      if (action.payload.target === 'onboarding') {\n        addParsingFileId(draft, action.payload.fileId);\n      }\n    });\n    builder.addCase(parseUploadedKybDocument, (draft, action) => {\n      if (action.payload.target === 'onboarding') {\n        addParsingFileId(draft, action.payload.fileId);\n      }\n    });\n    builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {\n      if (action.payload.target === 'onboarding') {\n        removeParsingFileId(draft, action.payload.fileId);\n      }\n    });\n    builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {\n      if (action.payload.target === 'onboarding') {\n        removeParsingFileId(draft, action.payload.fileId);\n      }\n    });\n  },\n});\n\nexport const {\n  fetchOnboardingCustomerView,\n  fetchOnboardingCustomerSetupView,\n  fetchOnboardingCustomerSetupViewSuccess,\n  fetchOnboardingCustomerSetupViewFailure,\n\n  updateOnboardingCustomerViewCompleteStatus,\n  updateOnboardingCustomerViewCompleteStatusSuccess,\n  updateOnboardingCustomerViewCompleteStatusFailure,\n\n  acknowledgeOnboardingAiFinanceTeam,\n  acknowledgeOnboardingAiFinanceTeamSuccess,\n  acknowledgeOnboardingAiFinanceTeamFailure,\n  acknowledgeOnboardingAiActivationViewed,\n  acknowledgeOnboardingAiActivationViewedSuccess,\n  acknowledgeOnboardingAiActivationViewedFailure,\n\n  fetchAiAgentsActivationStatus,\n  fetchAiAgentsActivationStatusSuccess,\n  fetchAiAgentsActivationStatusFailure,\n  aiAgentsActivationCountsUpdated,\n  aiAgentsActivationPhaseChanged,\n\n  updateOnboardingCustomerViewDashboardLoaded,\n  updateOnboardingCustomerViewDashboardLoadedSuccess,\n  updateOnboardingCustomerViewDashboardLoadedFailure,\n\n  updateOnboardingCustomerView,\n  updateOnboardingCustomerViewSuccess,\n  updateOnboardingCustomerViewFailure,\n\n  updateOnboardingPaymentAccountStatus,\n  updateOnboardingPaymentAccountStatusSuccess,\n  updateOnboardingPaymentAccountStatusFailure,\n\n  updateOnboardingPaymentAccountLoginStatus,\n  updateOnboardingPaymentAccountLoginStatusSuccess,\n  updateOnboardingPaymentAccountLoginStatusFailure,\n\n  establishOnboardingPlaidConnection,\n  establishOnboardingPlaidConnectionSuccess,\n  establishOnboardingPlaidConnectionFailure,\n\n  getOnboardingPlaidLinkToken,\n  getOnboardingPlaidLinkTokenSuccess,\n  getOnboardingPlaidLinkTokenFailure,\n\n  updateCurrentStep,\n\n  updateOnboardingCustomerViewAccountDetails,\n  updateOnboardingCustomerViewLocalStoreData,\n  saveOnboardingCustomerViewDataInLocalStore,\n  saveOnboardingCompnayOfficerPhoneInLocalStore,\n\n  updateOnboardingCustomerViewUIState,\n\n  sendOnboardingOfficerOtp,\n  sendOnboardingOfficerOtpSuccess,\n  sendOnboardingOfficerOtpFailure,\n  resendOnboardingOfficerOtp,\n  verifyOnboardingOfficerOtp,\n  verifyOnboardingOfficerOtpSuccess,\n  verifyOnboardingOfficerOtpFailure,\n\n  clearOnboardingCustomerViewDataInLocalStore,\n  clearOnboardingCustomerView,\n\n  applyKycDocumentAutofillForOnboarding,\n  applyKybDocumentAutofillForOnboarding,\n  clearKycKybAutofillForOnboarding,\n} = onboardingCustomerView.actions;\n\nexport default onboardingCustomerView.reducer;\n"]}

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

@@ -11,7 +11,7 @@ import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup
 import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, toOnboardingStepType, } from './onboardingCustomerViewState';
 export function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -54,6 +54,7 @@ export function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -119,6 +120,7 @@ export function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -323,3 +325,7 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
+const fromActivationView = (state) => state.onboardingCustomerViewState.aiAgentsActivation;
+export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
+export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;

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

@@ -0,0 +1 @@
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{AllowedValueWithCode} from '../../../commonStateTypes/allowedValue';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {reduceAllFetchState} from '../../../commonStateTypes/reduceFetchState';\nimport {AccountingConnectionCreationMode} from '../../../entity/company/companyStateTypes';\nimport {Country} from '../../../entity/countryList/countryListState';\nimport {getFilesByFileIds} from '../../../entity/file/fileSelector';\nimport {FileState} from '../../../entity/file/fileState';\nimport {getPaymentAccountByPaymentAccountId} from '../../../entity/paymentAccount/paymentAccountSelector';\nimport {PaymentAccount} from '../../../entity/paymentAccount/paymentAccountState';\nimport {getSubscriptionPaymentAccountByAccountId} from '../../../entity/subscriptionPaymentAccount/subscriptionPaymentAccountSelector';\nimport {SubscriptionPaymentAccount} from '../../../entity/subscriptionPaymentAccount/subscriptionPaymentAccountState';\nimport {getCurrentTenant} from '../../../entity/tenant/tenantSelector';\nimport {\n  TenantExternalConnections,\n  TenantProductSettings,\n} from '../../../entity/tenant/tenantState';\nimport {\n  getUserByUserId,\n  getUsersByUserIds,\n} from '../../../entity/user/userSelector';\nimport {User} from '../../../entity/user/userState';\nimport {getUserRoleByUserIds} from '../../../entity/userRole/userRoleSelector';\nimport {UserRole} from '../../../entity/userRole/userRoleState';\nimport {RootState} from '../../../reducer';\nimport {AddressUpdatableInfo} from '../../addressView/addressViewState';\nimport {getCompanyConfig} from '../../companyConfigView/companyConfigSelector';\nimport {getCompanyView} from '../../companyView/selectorHelpers/getCompanyView';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\nimport {CompanyView} from '../../companyView/types/companyView';\nimport {\n  CompanyDetails,\n  CompanyOfficersDetails,\n  getCompanyAndIdentityDetails,\n} from '../../spendManagement/commonSetup/setupViewSelector';\nimport {CompanyOfficerLocalData} from '../../spendManagement/commonSetup/setupViewState';\nimport {PlaidConnectionDetails} from '../../spendManagement/plaidAccount/plaidAccountViewState';\nimport {\n  ALL_ONBOARDING_STEPS,\n  ALL_ZENI_USER_ONBOARDING_STEPS,\n  AiAgentsActivationCounts,\n  AiAgentsActivationPhase,\n  AiAgentsActivationSubview,\n  OnboardingCustomerViewUIState,\n  OnboardingStep,\n  REQUIRED_ONBOARDING_STEPS,\n  ZENI_USER_REQUIRED_ONBOARDING_STEPS,\n  toOnboardingStepType,\n} from './onboardingCustomerViewState';\n\nexport interface OnboardingCustomerView {\n  allNationalityCountries: Country[];\n  allRequiredStepsCompleted: boolean;\n  allSteps: OnboardingStep[];\n  allStepsCompleted: boolean;\n  companyIndustries: AllowedValueWithCode[];\n  companyOfficerLocalData: Record<\n    CompanyOfficerType,\n    CompanyOfficersDetails | undefined\n  >;\n  completedSteps: OnboardingStep[];\n  currentStep: OnboardingStep;\n  fetchStatus: FetchStateAndError;\n  halfCompletedSteps: OnboardingStep[];\n  isInterimEmailSent: boolean;\n  parsingDocumentFileIds: ID[];\n  paymentAccountFetchStatus: FetchStateAndError;\n  paymentAccountUpdateStatus: FetchStateAndError;\n  pendingSaveDetails: {\n    companyDetails: boolean;\n    officer: boolean;\n  };\n  plaidConnectionDetails: PlaidConnectionDetails;\n  qboConnected: boolean;\n  saveStatus: FetchStateAndError;\n  uiState: OnboardingCustomerViewUIState;\n  updateStatus: FetchStateAndError;\n  companyDetailsLocalData?: CompanyDetails;\n  companyView?: CompanyView;\n  externalConnections?: TenantExternalConnections;\n  paymentAccount?: PaymentAccount;\n  paymentAccountStatus?: AllowedValueWithCode;\n  subscriptionBillingAddress?: AddressUpdatableInfo;\n  subscriptionPaymentAccount?: SubscriptionPaymentAccount;\n}\n\nexport function getOnboardingCustomerView(\n  state: RootState,\n  companyId: ID\n): OnboardingCustomerView {\n  const {\n    fileState,\n    paymentAccountState,\n    onboardingCustomerViewState,\n    userState,\n    userRoleState,\n    subscriptionPaymentAccountState,\n    companyConfigState,\n    cardPaymentViewState,\n    countryListState,\n    addressViewState,\n  } = state;\n  const {\n    companyDetails,\n    companyOfficerUpdateStatus,\n    primaryContactDetails,\n    subscriptionPaymentAccountIds,\n    paymentAccountDetails,\n    plaidConnectionDetails,\n    parsingDocumentFileIds,\n    updateStatus,\n    saveStatus,\n    currentStep,\n    uiState,\n    fetchState,\n    error,\n  } = onboardingCustomerViewState;\n  const {paymentAccountIds} = paymentAccountDetails;\n\n  let subscriptionPaymentAccount;\n  let paymentAccount;\n  let paymentAccountStatus;\n\n  if (paymentAccountIds?.length > 0) {\n    const paymentAccountId = paymentAccountIds[0];\n\n    paymentAccount = getPaymentAccountByPaymentAccountId(\n      paymentAccountState,\n      paymentAccountId\n    );\n\n    if (\n      paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===\n      true\n    ) {\n      paymentAccountStatus = {\n        name: 'Verified',\n        code: 'verified',\n      };\n    } else if (\n      paymentAccount?.providerVerificationStatus?.code?.includes('pending') ===\n      true\n    ) {\n      paymentAccountStatus = {\n        name: 'Pending Verification',\n        code: 'pending_verification',\n      };\n    }\n  }\n\n  if (subscriptionPaymentAccountIds.length > 0) {\n    const subscriptionPaymentAccountId = subscriptionPaymentAccountIds[0];\n\n    subscriptionPaymentAccount = getSubscriptionPaymentAccountByAccountId(\n      subscriptionPaymentAccountState,\n      subscriptionPaymentAccountId\n    );\n  }\n\n  const currentTenant = getCurrentTenant(state);\n\n  const externalConnections = currentTenant.externalConnections;\n\n  const companyView = getCompanyView(state, companyId, []);\n  const onboardingInfo =\n    companyView?.company.company.companyOnboardingInfo.onboardingInfo;\n\n  const accountingConnectionCreationMode =\n    onboardingInfo?.accountingConnectionCreationMode;\n\n  const companyOfficerIds = companyView?.companyOfficers.map(\n    (officer) => officer.user.userId\n  );\n\n  const subscriptionBillingAddress =\n    addressViewState.newAddressState?.subscription_billing_address;\n\n  const companyOfficers = getUsersByUserIds(userState, companyOfficerIds ?? []);\n  const companyOfficerRoles = getUserRoleByUserIds(\n    userRoleState,\n    companyOfficerIds ?? []\n  );\n\n  const primaryContact =\n    companyView?.primaryContact?.user.userId != null\n      ? getUserByUserId(userState, companyView?.primaryContact?.user.userId)\n      : undefined;\n\n  const {companyDetailsLocalData, companyOfficerLocalData} =\n    getCompanyAndIdentityDetails(state, companyId, {\n      companyDetails,\n      companyOfficerUpdateStatus,\n      primaryContactDetails,\n      parsingDocumentFileIds,\n    });\n\n  const companyAddress = addressViewState.newAddressState?.company_address;\n  if (\n    companyAddress == null &&\n    companyView?.company.company.managementInfo.companyAddressId == null &&\n    companyView?.company.company.companyOnboardingInfo\n      .subscriptionBillingAddressId != null &&\n    companyDetailsLocalData != null &&\n    subscriptionBillingAddress != null\n  ) {\n    companyDetailsLocalData.addressStatus = subscriptionBillingAddress;\n  }\n\n  const completedSteps: OnboardingStep[] = [];\n  const halfCompletedSteps: OnboardingStep[] = [];\n  if (\n    ((paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===\n      true &&\n      paymentAccount?.isLoginRequired === false) ||\n      subscriptionPaymentAccount?.providerVerificationStatus?.code?.includes(\n        'verified'\n      ) === true ||\n      cardPaymentViewState.cardPaymentsIds.length > 0) &&\n    companyView?.company.company.companyOnboardingInfo\n      .subscriptionBillingAddressId != null\n  ) {\n    completedSteps.push('link_payment_account');\n  }\n\n  const isPaymentVerified =\n    (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===\n      true &&\n      paymentAccount?.isLoginRequired === false) ||\n    subscriptionPaymentAccount?.providerVerificationStatus?.code?.includes(\n      'verified'\n    ) === true ||\n    cardPaymentViewState.cardPaymentsIds.length > 0;\n\n  const hasSubscriptionBillingAddress =\n    companyView?.company.company.companyOnboardingInfo\n      .subscriptionBillingAddressId != null;\n\n  if (\n    (isPaymentVerified || hasSubscriptionBillingAddress) &&\n    !(isPaymentVerified && hasSubscriptionBillingAddress)\n  ) {\n    halfCompletedSteps.push('link_payment_account');\n  }\n\n  const isValidConnection =\n    externalConnections?.accounting[0]?.isValid ?? false;\n\n  if (isValidConnection) {\n    completedSteps.push('qbo_connection');\n  }\n\n  if (\n    companyDetails.localData != null &&\n    primaryContactDetails.localData != null &&\n    isCompanyDetailsCompleted(fileState, companyView, primaryContact)\n  ) {\n    completedSteps.push('company_details');\n  }\n\n  const officerIndex =\n    companyOfficers.length > 0\n      ? Object.values(companyOfficerLocalData).findIndex(\n          (officer) => officer?.isSelectedForVerification === true\n        )\n      : 0;\n\n  const selectedOfficerType = `Officer_${\n    officerIndex < 0 ? 1 : officerIndex + 1\n  }` as CompanyOfficerType;\n\n  if (\n    companyOfficerLocalData[selectedOfficerType] != null &&\n    isOfficerDetailsCompleted(\n      companyOfficers,\n      companyOfficerRoles,\n      companyOfficerLocalData[selectedOfficerType] as CompanyOfficersDetails,\n      fileState\n    )\n  ) {\n    completedSteps.push('company_officer');\n  }\n\n  const {allStepsData, requiredStepsData} = onboardingStepsData(\n    isValidConnection,\n    currentTenant?.productSettings ?? [],\n    accountingConnectionCreationMode\n  );\n\n  const allRequiredStepsCompleted = requiredStepsData.every((step) => {\n    return completedSteps.includes(step);\n  });\n\n  const allStepsCompleted = allStepsData.every((step) => {\n    return completedSteps.includes(step);\n  });\n\n  const {\n    companyIndustries = [],\n    fetchState: configFetchState,\n    error: configError,\n  } = getCompanyConfig(companyConfigState);\n\n  const fetchStatus = reduceAllFetchState([\n    {fetchState: configFetchState, error: configError},\n    {fetchState, error},\n  ]);\n\n  const allNationalityCountries =\n    countryListState.byCountryListCode.nationalityCountryList.countries;\n\n  return {\n    companyDetailsLocalData,\n    companyOfficerLocalData,\n    parsingDocumentFileIds,\n    subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,\n    companyView,\n    allNationalityCountries,\n    pendingSaveDetails: {\n      companyDetails: isCompanyDetailsSavePending(\n        fileState,\n        companyView,\n        primaryContact,\n        companyDetailsLocalData\n      ),\n      officer: isOfficerDetailsSavePending(\n        companyOfficers,\n        companyOfficerRoles,\n        fileState,\n        companyOfficerLocalData[selectedOfficerType]\n      ),\n    },\n\n    currentStep,\n    completedSteps,\n    halfCompletedSteps,\n    allRequiredStepsCompleted,\n    allSteps: allStepsData.map((step) => toOnboardingStepType(step)),\n    allStepsCompleted,\n\n    companyIndustries,\n\n    externalConnections,\n\n    subscriptionPaymentAccount,\n    paymentAccount,\n    paymentAccountStatus,\n    plaidConnectionDetails,\n    paymentAccountFetchStatus: paymentAccountDetails.updateStatus,\n    paymentAccountUpdateStatus: paymentAccountDetails.fetchStatus,\n\n    uiState,\n\n    fetchStatus,\n    saveStatus,\n    updateStatus,\n    qboConnected: onboardingInfo?.qboLinked.completed ?? false,\n    isInterimEmailSent: onboardingInfo?.isInterimEmailSent ?? false,\n  };\n}\n\n/**\n * Helpers\n */\n\nfunction isCompanyDetailsCompleted(\n  fileState: FileState,\n  company?: CompanyView,\n  primaryContact?: User\n): boolean {\n  if (company == null) {\n    return false;\n  }\n\n  const {companyAddress} = company;\n  const {companyInfo, incInfo, taxInfo, questionaire} = company.company.company;\n\n  const {companyDescription, companyLegalName, companyUrl, phone} = companyInfo;\n\n  const {fileIds, companyIncDate: incDate, companyIncType} = incInfo;\n  const {companyIndustry} = questionaire;\n  const {taxId} = taxInfo;\n\n  const files = getFilesByFileIds(fileState, fileIds);\n\n  return (\n    Boolean(companyDescription) &&\n    Boolean(companyLegalName) &&\n    Boolean(companyUrl) &&\n    Boolean(companyIndustry) &&\n    Boolean(phone) &&\n    Boolean(taxId) &&\n    Boolean(incDate) &&\n    Boolean(companyIncType) &&\n    Boolean(companyAddress) &&\n    Boolean(primaryContact?.firstName) &&\n    Boolean(primaryContact?.lastName) &&\n    Boolean(primaryContact?.email) &&\n    files.length >= 2\n  );\n}\n\nexport function isOfficerDetailsCompleted(\n  companyOfficers: User[],\n  companyOfficerRoles: UserRole[],\n  officerDetails: CompanyOfficerLocalData,\n  fileState: FileState\n): boolean {\n  if (companyOfficers.length === 0) {\n    return false;\n  }\n\n  let selectedOfficerIndex =\n    officerDetails.userId != null\n      ? companyOfficers.findIndex(\n          (user) => user.userId === officerDetails.userId\n        )\n      : 0;\n\n  if (selectedOfficerIndex < 0) {\n    selectedOfficerIndex = 0;\n  }\n\n  const {\n    userId,\n    firstName,\n    lastName,\n    birthday,\n    email,\n    phone: userPhone,\n    ssn,\n    isPhoneVerified,\n  } = companyOfficers[selectedOfficerIndex];\n\n  const userRole = companyOfficerRoles.find(\n    (userRole) => userRole.userId === userId\n  );\n\n  const files = getFilesByFileIds(fileState, userRole?.fileIds ?? []).filter(\n    (file) =>\n      file.documentType === userRole?.documentTypeSelectedForVerification\n  );\n\n  return (\n    Boolean(firstName) &&\n    Boolean(lastName) &&\n    Boolean(email) &&\n    Boolean(ssn) &&\n    Boolean(userPhone) &&\n    Boolean(birthday) &&\n    Boolean(userRole?.titleAtCompany) &&\n    Boolean(userRole?.ownershipInCompany) &&\n    Boolean(userRole?.documentTypeSelectedForVerification) &&\n    Boolean(userRole?.addressId) &&\n    files.length >= 1 &&\n    isPhoneVerified === true\n  );\n}\n\nexport const onboardingStepsData = (\n  isValidConnection: boolean,\n  productSettings: TenantProductSettings,\n  accountingConnectionCreationMode?: AccountingConnectionCreationMode\n): {\n  allStepsData: OnboardingStep[];\n  requiredStepsData: OnboardingStep[];\n} => {\n  const allStepsData =\n    accountingConnectionCreationMode === 'zeni_user' ||\n    ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&\n      !productSettings.isBookkeepingEnabled)\n      ? ALL_ZENI_USER_ONBOARDING_STEPS\n      : ALL_ONBOARDING_STEPS;\n\n  const requiredStepsData =\n    (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||\n    ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&\n      !productSettings.isBookkeepingEnabled)\n      ? ZENI_USER_REQUIRED_ONBOARDING_STEPS\n      : REQUIRED_ONBOARDING_STEPS;\n\n  return {\n    allStepsData: allStepsData.map((step) => toOnboardingStepType(step)),\n    requiredStepsData: requiredStepsData.map((step) =>\n      toOnboardingStepType(step)\n    ),\n  };\n};\n\nexport function isCompanyDetailsSavePending(\n  fileState: FileState,\n  company?: CompanyView,\n  primaryContact?: User,\n  companyDetailsLocalData?: CompanyDetails\n): boolean {\n  if (company == null || companyDetailsLocalData == null) {\n    return false;\n  }\n\n  const {companyInfo, incInfo, taxInfo, questionaire} = company.company.company;\n\n  const {\n    companyDescription,\n    companyLegalName,\n    companyUrl,\n    phone,\n    companySourceOfFunds,\n    companySourceOfFundsDescription,\n    countriesOfOperations,\n    transactionVolume,\n    transactionVolumeDescription,\n    purposeOfAccount,\n    purposeOfAccountDescription,\n    regulatedStatus,\n    regulatedStatusDescription,\n    usNexus,\n    usNexusTypes,\n  } = companyInfo;\n\n  const {\n    fileIds,\n    companyIncDate: incDate,\n    companyIncState,\n    companyIncType,\n    companySubIndustry,\n  } = incInfo;\n  const {companyIndustry} = questionaire;\n  const {taxId} = taxInfo;\n\n  const companyFileIds = getFilesByFileIds(fileState, fileIds).map(\n    (file) => file.fileId\n  );\n\n  const {\n    companyDescription: companyDescriptionLocalData,\n    companyIndustry: companyIndustryLocalData,\n    companyLegalName: companyLegalNameLocalData,\n    taxIdOrEIN: taxIdLocalData,\n    incDate: incDateLocalData,\n    phone: companyPhoneLocalData,\n    website: companyUrlLocalData,\n    companyFiles: companyFilesLocalData,\n    stateOfIncorporation: stateOfIncorporationLocalData,\n    typeOfIncorporation: companyIncTypeLocalData,\n    companySourceOfFunds: companySourceOfFundsLocalData,\n    companySourceOfFundsDescription: companySourceOfFundsDescriptionLocalData,\n    countriesOfOperations: countriesOfOperationsLocalData,\n    companySubIndustry: companySubIndustryLocalData,\n    transactionVolume: transactionVolumeLocalData,\n    transactionVolumeDescription: transactionVolumeDescriptionLocalData,\n    purposeOfAccount: purposeOfAccountLocalData,\n    purposeOfAccountDescription: purposeOfAccountDescriptionLocalData,\n    regulatedStatus: regulatedStatusLocalData,\n    regulatedStatusDescription: regulatedStatusDescriptionLocalData,\n    usNexus: usNexusLocalData,\n    usNexusTypes: usNexusTypesLocalData,\n    primaryContactLocalData,\n  } = companyDetailsLocalData;\n\n  const fileIdsLocalData = companyFilesLocalData.map((file) => file.fileId);\n\n  if (primaryContact != null) {\n    const {firstName, lastName, email} = primaryContact;\n\n    if (\n      primaryContactLocalData?.email != email || // loose inequality to consider null and undefined same\n      primaryContactLocalData?.firstName != firstName ||\n      primaryContactLocalData?.lastName != lastName\n    ) {\n      return true;\n    }\n  }\n\n  const countriesOfOperationsMatch =\n    JSON.stringify(countriesOfOperations ?? []) ===\n    JSON.stringify(countriesOfOperationsLocalData ?? []);\n  const usNexusTypesMatch =\n    JSON.stringify(usNexusTypes ?? []) ===\n    JSON.stringify(usNexusTypesLocalData ?? []);\n\n  return (\n    companyDescription != companyDescriptionLocalData ||\n    companyIndustry != companyIndustryLocalData ||\n    companyLegalName != companyLegalNameLocalData ||\n    taxId != taxIdLocalData ||\n    incDate?.toString() != incDateLocalData?.toString() ||\n    phone != companyPhoneLocalData ||\n    companyUrl?.toString() != companyUrlLocalData?.toString() ||\n    companyIncState != stateOfIncorporationLocalData ||\n    companySourceOfFunds != companySourceOfFundsLocalData ||\n    companySourceOfFundsDescription !=\n      companySourceOfFundsDescriptionLocalData ||\n    !countriesOfOperationsMatch ||\n    companyIncType != companyIncTypeLocalData ||\n    transactionVolume != transactionVolumeLocalData ||\n    transactionVolumeDescription != transactionVolumeDescriptionLocalData ||\n    purposeOfAccount != purposeOfAccountLocalData ||\n    purposeOfAccountDescription != purposeOfAccountDescriptionLocalData ||\n    regulatedStatus != regulatedStatusLocalData ||\n    regulatedStatusDescription != regulatedStatusDescriptionLocalData ||\n    usNexus != usNexusLocalData ||\n    !usNexusTypesMatch ||\n    companySubIndustry != companySubIndustryLocalData ||\n    !(\n      fileIdsLocalData.length === companyFileIds.length &&\n      companyFileIds.every((fileId) => fileIdsLocalData.includes(fileId))\n    )\n  );\n}\n\nfunction isOfficerDetailsSavePending(\n  companyOfficers: User[],\n  companyOfficerRoles: UserRole[],\n  fileState: FileState,\n  officerDetails?: CompanyOfficerLocalData\n): boolean {\n  if (companyOfficers.length === 0 || officerDetails == null) {\n    return false;\n  }\n\n  let selectedOfficerIndex =\n    officerDetails.userId != null\n      ? companyOfficers.findIndex(\n          (user) => user.userId === officerDetails.userId\n        )\n      : 0;\n\n  if (selectedOfficerIndex < 0) {\n    selectedOfficerIndex = 0;\n  }\n\n  const {\n    userId,\n    firstName,\n    lastName,\n    birthday,\n    email,\n    phone: userPhone,\n    ssn,\n    nationalityCountryCode,\n  } = companyOfficers[selectedOfficerIndex];\n\n  const {\n    firstName: firstNameLocalData,\n    lastName: lastNameLocalData,\n    birthday: birthdayLocalData,\n    email: emailLocalData,\n    phone,\n    ssn: ssnLocalData,\n    nationalityCountryCode: nccLocalData,\n    fileIds: officerFileIds,\n    documentTypeSelectedForVerification,\n    ownershipInCompany,\n    titleAtCompany,\n  } = officerDetails;\n\n  const fileIdsLocalData = getFilesByFileIds(fileState, officerFileIds).map(\n    (file) => file.fileId\n  );\n\n  const userRole = companyOfficerRoles.find(\n    (userRole) => userRole.userId === userId\n  );\n\n  const fileIds = getFilesByFileIds(fileState, userRole?.fileIds ?? []).map(\n    (file) => file.fileId\n  );\n\n  return (\n    firstName != firstNameLocalData || // loose inequality to consider null and undefined same\n    lastName != lastNameLocalData ||\n    birthday?.toString() != birthdayLocalData?.toString() ||\n    email != emailLocalData ||\n    userPhone != phone ||\n    ssn != ssnLocalData ||\n    nationalityCountryCode != nccLocalData ||\n    userRole?.documentTypeSelectedForVerification !=\n      documentTypeSelectedForVerification ||\n    userRole?.titleAtCompany != titleAtCompany ||\n    userRole?.ownershipInCompany != ownershipInCompany ||\n    !(\n      fileIdsLocalData.length === fileIds.length &&\n      fileIds.every((fileId) => fileIdsLocalData.includes(fileId))\n    )\n  );\n}\n\nexport const getProductSettingsString = (\n  productSettings: TenantProductSettings | undefined\n): string => {\n  if (productSettings == null) {\n    return '';\n  }\n\n  const productKeyMap: Record<keyof TenantProductSettings, string> = {\n    isBookkeepingEnabled: 'bookkeeping',\n    isBankingEnabled: 'banking',\n    isTreasuryEnabled: 'treasury',\n    isSpendManagementEnabled: 'spend_management',\n    isOtherProductsEnabled: 'other_products',\n    isCardsEnabled: 'cards',\n    isPayrollEnabled: 'payroll',\n    isCfoEnabled: 'cfo',\n    isTaxEnabled: 'tax',\n  };\n\n  const productKeys = Object.keys(productKeyMap) as Array<\n    keyof TenantProductSettings\n  >;\n\n  return productKeys\n    .filter((key) => {\n      const excludedKeys: (keyof TenantProductSettings)[] = [\n        'isSpendManagementEnabled',\n        'isOtherProductsEnabled',\n      ];\n      return productSettings[key] && !excludedKeys.includes(key);\n    })\n    .map((key) => productKeyMap[key])\n    .join(',');\n};\n\nconst fromActivationView = (state: RootState): AiAgentsActivationSubview =>\n  state.onboardingCustomerViewState.aiAgentsActivation;\n\nexport const getAiAgentsActivationSubview = (\n  state: RootState\n): AiAgentsActivationSubview => fromActivationView(state);\n\nexport const getAiAgentsActivationPhases = (\n  state: RootState\n): AiAgentsActivationPhase[] => fromActivationView(state).phases;\n\nexport const getAiAgentsActivationCounts = (\n  state: RootState\n): AiAgentsActivationCounts => fromActivationView(state).counts;\n"]}

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

@@ -26,3 +26,15 @@ 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 = {
+    counts: emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};

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

@@ -0,0 +1 @@
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Drives the ✦ sparkle.\n     */\n    autoFilledFields: string[];\n    localData?: CompanyDetailsLocalData;\n  };\n\n  companyOfficerUpdateStatus: Record<\n    CompanyOfficerType,\n    {\n      /**\n       * Field names from {@link CompanyOfficerLocalData} populated by AI autofill\n       * from an uploaded KYC identity document during onboarding.\n       */\n      autoFilledFields: string[];\n      otpverificationStatus: FetchStateAndError;\n      sendOtpStatus: FetchStateAndError;\n      localData?: CompanyOfficerLocalData;\n    }\n  >;\n  currentStep: OnboardingStep;\n\n  dashboardLoadedStatus: FetchStateAndError;\n\n  /**\n   * File IDs currently being parsed by the AI autofill epic for onboarding.\n   * Drives the \"AI is reading your document\" overlay on the upload field.\n   */\n  parsingDocumentFileIds: ID[];\n\n  paymentAccountDetails: {\n    fetchStatus: FetchStateAndError;\n    paymentAccountIds: ID[];\n    updateStatus: FetchStateAndError;\n  };\n\n  plaidConnectionDetails: PlaidConnectionDetails;\n\n  primaryContactDetails: {\n    localData?: PrimaryContactLocalData;\n  };\n\n  saveStatus: FetchStateAndError; // Company and Officer Details - Save/Submit\n\n  subscriptionPaymentAccountIds: ID[];\n\n  uiState: OnboardingCustomerViewUIState;\n\n  updateStatus: FetchStateAndError; // Onboarding Complete - Update\n\n  aiActivationViewedAcknowledgementStatus?: FetchStateAndError; // AI Agents activating page - first-view PUT\n  aiFinanceTeamAcknowledgementStatus?: FetchStateAndError; // AI Finance Team Ready page - acknowledgement PUT\n\n  subscriptionBillingAddress?: Address;\n  // FetchedState --> Fetch Onboarding - Company, Users, Accounts, Addresses\n}\n\nexport type AiAgentsActivationPhaseStatus =\n  | 'idle'\n  | 'starting'\n  | 'building'\n  | 'ready';\n\nexport interface AiAgentsActivationPhase {\n  key: string;\n  status: AiAgentsActivationPhaseStatus;\n  completedAt?: string;\n  startedAt?: string;\n}\n\nexport interface AiAgentsActivationCounts {\n  customerCount: number;\n  glAccountCount: number;\n  targetTransactionCount: number;\n  transactionCount: number;\n  vendorCount: number;\n  asOf?: string;\n}\n\nexport interface AiAgentsActivationSubview {\n  counts: AiAgentsActivationCounts;\n  fetchStatus: FetchStateAndError;\n  phases: AiAgentsActivationPhase[];\n}\n\nexport const emptyAiAgentsActivationCounts: AiAgentsActivationCounts = {\n  customerCount: 0,\n  glAccountCount: 0,\n  targetTransactionCount: 0,\n  transactionCount: 0,\n  vendorCount: 0,\n};\n\nexport const emptyAiAgentsActivationSubview: AiAgentsActivationSubview = {\n  counts: emptyAiAgentsActivationCounts,\n  fetchStatus: {fetchState: 'Not-Started', error: undefined},\n  phases: [],\n};\n"]}

package/lib/esm/view/onboardingView/customerView/types/paymentAccount.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"paymentAccount.js","sourceRoot":"","sources":["../../../../../../src/view/onboardingView/customerView/types/paymentAccount.ts"],"names":[],"mappings":"","sourcesContent":["import {AccountBasePayload} from '../../../../entity/account/accountPayload';\nimport {PaymentAccountPayload} from '../../../../entity/paymentAccount/paymentAccountPayload';\nimport {ZeniAPIResponse} from '../../../../responsePayload';\n\nexport interface PaymentAccountsPayload {\n  accounts: AccountBasePayload[];\n  payment_accounts: PaymentAccountPayload[];\n}\n\nexport type PaymentAccountsResponse = ZeniAPIResponse<PaymentAccountsPayload>;\n"]}