npm - @zeniai/client-epic-state - Versions diffs - 5.0.88-betaAS2 → 5.0.89-beta0ND - Mend

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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (1838) hide show

package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js ADDED Viewed

@@ -0,0 +1,205 @@
+/**
+ * Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
+ *
+ * Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
+ * both the merged values and the list of field names that were autofilled so the
+ * UI can show the ✦ AI badge next to each.
+ */
+import { date } from '../../../zeniDayJS';
+import { toZeniUrl } from '../../../zeniUrl';
+import { KYC_KYB_AUTOFILL_MIN_CONFIDENCE, } from './types/kycKybAutofill';
+const emptyResult = () => ({
+    values: {},
+    autoFilledFieldNames: [],
+});
+const isConfident = (field) => {
+    if (field == null) {
+        return false;
+    }
+    if (field.value == null) {
+        return false;
+    }
+    return field.confidence >= KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
+};
+const assignAutofilledValue = (result, key, value) => {
+    if (value == null) {
+        return;
+    }
+    if (typeof value === 'string' && value.trim() === '') {
+        return;
+    }
+    result.values[key] = value;
+    result.autoFilledFieldNames.push(key);
+};
+const tryParseDate = (rawDate) => {
+    const parsedDate = date(rawDate);
+    if (parsedDate.isValid()) {
+        return parsedDate;
+    }
+    return undefined;
+};
+const normalizeNationality = (rawNationality, countries) => {
+    const needle = rawNationality.trim().toLowerCase();
+    if (needle === '') {
+        return undefined;
+    }
+    // Exact ISO-2 / ISO-3 match.
+    const isoMatch = countries.find((country) => country.countryCode.toLowerCase() === needle);
+    if (isoMatch != null) {
+        return isoMatch.countryCode;
+    }
+    // Common nationality adjectives map to country names (e.g. "American" → "United States").
+    const adjectiveToCountry = {
+        american: 'united states',
+        british: 'united kingdom',
+        indian: 'india',
+        canadian: 'canada',
+        australian: 'australia',
+        german: 'germany',
+        french: 'france',
+        chinese: 'china',
+        japanese: 'japan',
+        mexican: 'mexico',
+        brazilian: 'brazil',
+    };
+    const resolvedName = adjectiveToCountry[needle] ?? needle;
+    const nameMatch = countries.find((country) => country.countryName.toLowerCase() === resolvedName);
+    return nameMatch?.countryCode;
+};
+const splitFullName = (fullName) => {
+    const parts = fullName.trim().split(/\s+/);
+    if (parts.length === 1) {
+        return { firstName: parts[0], lastName: '' };
+    }
+    const lastName = parts[parts.length - 1];
+    const firstName = parts.slice(0, -1).join(' ');
+    return { firstName, lastName };
+};
+/** Passport → Company Officer. */
+export const mapPassportToOfficer = (parsed, allNationalityCountries) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    if (isConfident(parsed.nationality)) {
+        const isoCode = normalizeNationality(parsed.nationality.value, allNationalityCountries);
+        if (isoCode != null) {
+            assignAutofilledValue(result, 'nationalityCountryCode', isoCode);
+        }
+    }
+    return result;
+};
+/** Driving License → Company Officer. */
+export const mapDrivingLicenseToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // address_* fields are mapped at a higher layer (addressView reducer) — kept here as values
+    // only, the consuming epic dispatches the address payload separately.
+    return result;
+};
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+export const mapSsnCardToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.full_name)) {
+        const { firstName, lastName } = splitFullName(parsed.full_name.value);
+        if (firstName !== '') {
+            assignAutofilledValue(result, 'firstName', firstName);
+        }
+        if (lastName !== '') {
+            assignAutofilledValue(result, 'lastName', lastName);
+        }
+    }
+    return result;
+};
+/** Certificate of Incorporation → Company Details. */
+export const mapCoiToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.company_legal_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    if (isConfident(parsed.phone_number)) {
+        assignAutofilledValue(result, 'phone', parsed.phone_number.value);
+    }
+    if (isConfident(parsed.product_description)) {
+        assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
+    }
+    if (isConfident(parsed.website)) {
+        try {
+            assignAutofilledValue(result, 'website', toZeniUrl(parsed.website.value));
+        }
+        catch {
+            // ignore — malformed URL string from OCR
+        }
+    }
+    if (isConfident(parsed.industry)) {
+        assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
+    }
+    if (isConfident(parsed.sub_industry)) {
+        assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
+    }
+    if (isConfident(parsed.type_of_incorporation)) {
+        assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
+    }
+    if (isConfident(parsed.date_of_incorporation)) {
+        const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'incDate', parsedDate);
+        }
+    }
+    if (isConfident(parsed.state_of_incorporation)) {
+        assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
+    }
+    if (isConfident(parsed.countries_of_operations)) {
+        assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
+    }
+    if (isConfident(parsed.source_of_funds)) {
+        assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
+    }
+    if (isConfident(parsed.transaction_volume_expectations)) {
+        assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
+    }
+    if (isConfident(parsed.purpose_of_account)) {
+        assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
+    }
+    if (isConfident(parsed.regulated_status)) {
+        assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
+    }
+    if (isConfident(parsed.us_nexus)) {
+        assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
+    }
+    return result;
+};
+/** Tax EIN letter → Company Details. */
+export const mapTaxEinToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.legal_business_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    return result;
+};

package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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{},\n autoFilledFieldNames: [],\n});\n\nconst isConfident = <T>(\n field: FieldWithConfidence<T> | undefined\n): field is FieldWithConfidence<T> & {value: NonNullable<T>} => {\n if (field == null) {\n return false;\n }\n if (field.value == null) {\n return false;\n }\n return field.confidence >= KYC_KYB_AUTOFILL_MIN_CONFIDENCE;\n};\n\nconst assignAutofilledValue = <T, K extends keyof T & string>(\n result: AutofillResult<T>,\n key: K,\n value: T[K]\n): void => {\n if (value == null) {\n return;\n }\n if (typeof value === 'string' && value.trim() === '') {\n return;\n }\n result.values[key] = value;\n result.autoFilledFieldNames.push(key);\n};\n\nconst tryParseDate = (rawDate: string) => {\n const parsedDate = date(rawDate);\n if (parsedDate.isValid()) {\n return parsedDate;\n }\n return undefined;\n};\n\nconst normalizeNationality = (\n rawNationality: string,\n countries: Country[]\n): string | undefined => {\n const needle = rawNationality.trim().toLowerCase();\n if (needle === '') {\n return undefined;\n }\n\n // Exact ISO-2 / ISO-3 match.\n const isoMatch = countries.find(\n (country) => country.countryCode.toLowerCase() === needle\n );\n if (isoMatch != null) {\n return isoMatch.countryCode;\n }\n\n // Common nationality adjectives map to country names (e.g. \"American\" → \"United States\").\n const adjectiveToCountry: Record<string, string> = {\n american: 'united states',\n british: 'united kingdom',\n indian: 'india',\n canadian: 'canada',\n australian: 'australia',\n german: 'germany',\n french: 'france',\n chinese: 'china',\n japanese: 'japan',\n mexican: 'mexico',\n brazilian: 'brazil',\n };\n const resolvedName = adjectiveToCountry[needle] ?? needle;\n const nameMatch = countries.find(\n (country) => country.countryName.toLowerCase() === resolvedName\n );\n return nameMatch?.countryCode;\n};\n\nconst splitFullName = (\n fullName: string\n): {firstName: string; lastName: string} => {\n const parts = fullName.trim().split(/\\s+/);\n if (parts.length === 1) {\n return {firstName: parts[0], lastName: ''};\n }\n const lastName = parts[parts.length - 1];\n const firstName = parts.slice(0, -1).join(' ');\n return {firstName, lastName};\n};\n\n/** Passport → Company Officer. */\nexport const mapPassportToOfficer = (\n parsed: ExtendPassportParsed,\n allNationalityCountries: Country[]\n): AutofillResult<CompanyOfficerLocalData> => {\n const result = emptyResult<CompanyOfficerLocalData>();\n\n if (isConfident(parsed.first_name)) {\n assignAutofilledValue(result, 'firstName', parsed.first_name.value);\n }\n if (isConfident(parsed.last_name)) {\n assignAutofilledValue(result, 'lastName', parsed.last_name.value);\n }\n if (isConfident(parsed.date_of_birth)) {\n const parsedDate = tryParseDate(parsed.date_of_birth.value);\n if (parsedDate != null) {\n assignAutofilledValue(result, 'birthday', parsedDate);\n }\n }\n if (isConfident(parsed.nationality)) {\n const isoCode = normalizeNationality(\n parsed.nationality.value,\n allNationalityCountries\n );\n if (isoCode != null) {\n assignAutofilledValue(result, 'nationalityCountryCode', isoCode);\n }\n }\n\n return result;\n};\n\n/** Driving License → Company Officer. */\nexport const mapDrivingLicenseToOfficer = (\n parsed: ExtendDrivingLicenseParsed\n): AutofillResult<CompanyOfficerLocalData> => {\n const result = emptyResult<CompanyOfficerLocalData>();\n\n if (isConfident(parsed.first_name)) {\n assignAutofilledValue(result, 'firstName', parsed.first_name.value);\n }\n if (isConfident(parsed.last_name)) {\n assignAutofilledValue(result, 'lastName', parsed.last_name.value);\n }\n if (isConfident(parsed.date_of_birth)) {\n const parsedDate = tryParseDate(parsed.date_of_birth.value);\n if (parsedDate != null) {\n assignAutofilledValue(result, 'birthday', parsedDate);\n }\n }\n // address_* fields are mapped at a higher layer (addressView reducer) — kept here as values\n // only, the consuming epic dispatches the address payload separately.\n return result;\n};\n\n/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */\nexport const mapSsnCardToOfficer = (\n parsed: ExtendSsnCardParsed\n): AutofillResult<CompanyOfficerLocalData> => {\n const result = emptyResult<CompanyOfficerLocalData>();\n if (isConfident(parsed.full_name)) {\n const {firstName, lastName} = splitFullName(parsed.full_name.value);\n if (firstName !== '') {\n assignAutofilledValue(result, 'firstName', firstName);\n }\n if (lastName !== '') {\n assignAutofilledValue(result, 'lastName', lastName);\n }\n }\n return result;\n};\n\n/** Certificate of Incorporation → Company Details. */\nexport const mapCoiToCompanyDetails = (\n parsed: ExtendCertificateOfIncorporationParsed\n): AutofillResult<CompanyDetailsLocalData> => {\n const result = emptyResult<CompanyDetailsLocalData>();\n\n if (isConfident(parsed.company_legal_name)) {\n assignAutofilledValue(\n result,\n 'companyLegalName',\n parsed.company_legal_name.value\n );\n }\n if 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(isConfident(parsed.regulated_status)) {\n assignAutofilledValue(\n result,\n 'regulatedStatus',\n parsed.regulated_status.value\n );\n }\n if (isConfident(parsed.us_nexus)) {\n assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);\n }\n return result;\n};\n\n/** Tax EIN letter → Company Details. */\nexport const mapTaxEinToCompanyDetails = (\n parsed: ExtendTaxEinParsed\n): AutofillResult<CompanyDetailsLocalData> => {\n const result = emptyResult<CompanyDetailsLocalData>();\n if (isConfident(parsed.legal_business_name)) {\n assignAutofilledValue(\n result,\n 'companyLegalName',\n parsed.legal_business_name.value\n );\n }\n if (isConfident(parsed.ein)) {\n assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);\n }\n return result;\n};\n"]}

package/lib/esm/view/spendManagement/commonSetup/setupViewPayload.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"setupViewPayload.js","sourceRoot":"","sources":["../../../../../src/view/spendManagement/commonSetup/setupViewPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {AddressPayload} from '../../../entity/address/addressPayload';\nimport {CompanyPayload} from '../../../entity/company/companyPayload';\nimport {DepositAccountPayload} from '../../../entity/depositAccount/depositAccountPayload';\nimport {FilePayload} from '../../../entity/file/filePayload';\nimport {UserPayload} from '../../../entity/user/userPayload';\nimport {UserRolePayload} from '../../../entity/userRole/userRolePayload';\nimport {ZeniAPIResponse} from '../../../responsePayload';\nimport {PaymentAccountsPayload} from '../plaidAccount/types/paymentAccount';\n\n/**\n * Setup View Payload\n */\n\nexport interface EnableSetupViewPayload {\n companies: CompanyPayload[];\n user_roles: UserRolePayload[];\n users: UserPayload[];\n}\n\nexport interface SetupViewPayload\n extends EnableSetupViewPayload, PaymentAccountsPayload {\n addresses: AddressPayload[];\n files: FilePayload[];\n deposit_accounts?: DepositAccountPayload[];\n}\n\nexport type SetupViewResponse = ZeniAPIResponse<SetupViewPayload>;\n\nexport type EnableSetupViewResponse = ZeniAPIResponse<EnableSetupViewPayload>;\n"]}

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

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

package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js.map ADDED Viewed

@@ -0,0 +1 @@

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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\nimport {\n parseUploadedKybDocument,\n parseUploadedKybDocumentFailure,\n parseUploadedKycDocument,\n parseUploadedKycDocumentFailure,\n} from './kycKybAutofillActions';\nimport {\n CompanyDetailsLocalData,\n CompanyOfficerLocalData,\n SetupViewLocalData,\n SetupViewState,\n SetupViewType,\n} from './setupViewState';\n\nconst initialFetchStatus: FetchStateAndError = {\n fetchState: 'Not-Started',\n error: undefined,\n};\n\ntype OfficerSlot = SetupViewState['companyOfficerUpdateStatus'][CompanyOfficerType];\n\nconst emptyOfficerSlot: OfficerSlot = {\n autoFilledFields: [],\n localData: undefined,\n sendOtpStatus: initialFetchStatus,\n otpverificationStatus: initialFetchStatus,\n};\n\nexport const initialState: SetupViewState = {\n updateStatus: {fetchState: 'Not-Started', error: undefined},\n\n parsingDocumentFileIds: [],\n\n companyDetails: {autoFilledFields: []},\n\n companyOfficerUpdateStatus: {\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 primaryContactDetails: {},\n};\n\nconst setupView = createSlice({\n name: 'setupView',\n initialState,\n reducers: {\n enableSetup: {\n reducer(draft) {\n draft.updateStatus = {fetchState: 'In-Progress', error: undefined};\n },\n\n prepare(companyId: ID, setupViewType: SetupViewType) {\n return {payload: {companyId, setupViewType}};\n },\n },\n\n enableSetupSuccess(draft) {\n draft.updateStatus = {fetchState: 'Completed', error: undefined};\n },\n\n enableSetupFailure: {\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 updateBusinessVerificationDetails: {\n reducer(draft) {\n draft.updateStatus = {fetchState: 'In-Progress', error: undefined};\n },\n\n prepare(\n companyId: ID,\n officerType: CompanyOfficerType,\n setupViewType: SetupViewType,\n sendForVerification = false,\n fromBillListScreen = false,\n isSubmittingAdditionalDocuments = false\n ) {\n return {\n payload: {\n companyId,\n officerType,\n setupViewType,\n sendForVerification,\n fromBillListScreen,\n isSubmittingAdditionalDocuments,\n },\n };\n },\n },\n\n updateBusinessVerificationDetailsSuccess(draft) {\n draft.updateStatus = {fetchState: 'Completed', error: undefined};\n },\n\n updateBusinessVerificationDetailsFailure: {\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 updateSelectedCompanyOfficer: {\n reducer(\n draft,\n action: PayloadAction<{\n selectedOfficerType: CompanyOfficerType;\n }>\n ) {\n const {selectedOfficerType} = action.payload;\n\n (\n Object.keys(draft.companyOfficerUpdateStatus) as CompanyOfficerType[]\n ).forEach((officerType) => {\n if (draft.companyOfficerUpdateStatus[officerType].localData != null) {\n draft.companyOfficerUpdateStatus[officerType].localData =\n Object.assign(\n {},\n draft.companyOfficerUpdateStatus[officerType].localData,\n {\n isSelectedForVerification:\n selectedOfficerType === officerType,\n }\n );\n }\n });\n },\n\n prepare(selectedOfficerType: CompanyOfficerType) {\n return {\n payload: {selectedOfficerType},\n };\n },\n },\n\n updateSetupViewLocalStoreData(\n // eslint-disable-next-line 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officerType: CompanyOfficerType;\n }>\n ) {\n const companyOfficerLocalData =\n draft.companyOfficerUpdateStatus[action.payload.officerType].localData;\n\n if (companyOfficerLocalData != null) {\n companyOfficerLocalData.additionalSubmittedDocumentsForVerificationFileIds =\n action.payload.fileIds;\n }\n },\n saveTreasuryAdditionalDocumentsInLocalStore(\n draft,\n action: PayloadAction<Partial<CompanyDetailsLocalData>>\n ) {\n const {sourceOfFunds} = action.payload;\n if (draft.companyDetails.localData != null) {\n draft.companyDetails.localData = {\n ...draft.companyDetails.localData,\n sourceOfFunds: sourceOfFunds ?? '',\n };\n }\n },\n saveCompnayOfficerPhoneInLocalStore(\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 sendOtp(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 resendOtp(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 sendOtpSuccess(\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 sendOtpFailure(draft, action: PayloadAction<ZeniAPIStatus>) {\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 verifyOtp(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 verifyOtpSuccess(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 verifyOtpFailure(draft, action: PayloadAction<ZeniAPIStatus>) {\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 saveIndustryAndIncDateInLocalStore(\n draft,\n action: PayloadAction<{\n incDate: ZeniDate;\n industry: string;\n }>\n ) {\n if (draft.companyDetails.localData != null) {\n draft.companyDetails.localData = {\n ...draft.companyDetails.localData,\n companyIndustry: action.payload.industry,\n incDate: action.payload.incDate,\n };\n }\n },\n\n clearSetupViewDataInLocalStore(draft) {\n draft.companyOfficerUpdateStatus =\n initialState.companyOfficerUpdateStatus;\n draft.companyDetails = initialState.companyDetails;\n },\n\n clearSetupView(draft) {\n Object.assign(draft, initialState);\n },\n\n /**\n * Merge AI-parsed officer fields into the selected officer's localData and\n * track which field names were autofilled so the form can show the ✦ badge.\n */\n applyKycDocumentAutofillForSetup: {\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 /**\n * Merge AI-parsed company fields into companyDetails.localData and track\n * which field names were autofilled.\n */\n applyKybDocumentAutofillForSetup: {\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 draft.companyDetails.autoFilledFields = Array.from(\n new Set([\n ...draft.companyDetails.autoFilledFields,\n ...autoFilledFieldNames,\n ])\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 /**\n * Wipe AI-autofill badges. If `officerType` is provided, clears only that\n * officer; otherwise clears company details too.\n */\n clearKycKybAutofillForSetup: {\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 = (draft: SetupViewState, fileId: ID) => {\n if (!draft.parsingDocumentFileIds.includes(fileId)) {\n draft.parsingDocumentFileIds.push(fileId);\n }\n };\n const removeParsingFileId = (draft: SetupViewState, fileId: ID) => {\n draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter(\n (id) => id !== fileId\n );\n };\n builder.addCase(parseUploadedKycDocument, (draft, action) => {\n if (action.payload.target === 'setup') {\n addParsingFileId(draft, action.payload.fileId);\n }\n });\n builder.addCase(parseUploadedKybDocument, (draft, action) => {\n if (action.payload.target === 'setup') {\n addParsingFileId(draft, action.payload.fileId);\n }\n });\n builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {\n if (action.payload.target === 'setup') {\n removeParsingFileId(draft, action.payload.fileId);\n }\n });\n builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {\n if (action.payload.target === 'setup') {\n removeParsingFileId(draft, action.payload.fileId);\n }\n });\n },\n});\n\nexport const {\n enableSetup,\n enableSetupSuccess,\n enableSetupFailure,\n\n updateBusinessVerificationDetails,\n updateBusinessVerificationDetailsSuccess,\n updateBusinessVerificationDetailsFailure,\n\n updateSelectedCompanyOfficer,\n updateSetupViewLocalStoreData,\n saveSetupViewDataInLocalStore,\n saveCompnayOfficerPhoneInLocalStore,\n saveCompnayOfficerAdditionalDocumentsInLocalStore,\n saveTreasuryAdditionalDocumentsInLocalStore,\n\n sendOtp: sendOtpSpendManagementSetUp,\n resendOtp: resendOtpSpendManagementSetUp,\n sendOtpSuccess: sendOtpSuccessSpendManagementSetUp,\n sendOtpFailure: sendOtpFailureSpendManagementSetUp,\n verifyOtp: verifyOtpSpendManagementSetUp,\n verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp,\n verifyOtpFailure: verifyOtpFailureSpendManagementSetUp,\n saveIndustryAndIncDateInLocalStore,\n\n clearSetupViewDataInLocalStore,\n clearSetupView,\n\n applyKycDocumentAutofillForSetup,\n applyKybDocumentAutofillForSetup,\n clearKycKybAutofillForSetup,\n} = setupView.actions;\n\nexport default setupView.reducer;\n"]}

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

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

package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

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{AllowedValueWithCode} from '../../../commonStateTypes/allowedValue';\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {BalanceChange} from '../../../commonStateTypes/balance';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {getAccountBase} from '../../../entity/account/accountSelector';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {CompanyBillPayInfo} from '../../../entity/company/companyStateTypes';\nimport {Country} from '../../../entity/countryList/countryListState';\nimport {\n DepositAccount,\n DepositAccountWithLimit,\n} from '../../../entity/depositAccount/depositAccount';\nimport {getZeniAccountFallbackName} from '../../../entity/depositAccount/depositAccountPayload';\nimport {\n getDepositAccountByDepositAccountId,\n getDepositAccountsByDepositAccountIds,\n} from '../../../entity/depositAccount/depositAccountSelector';\nimport {getFilesByFileIds} from '../../../entity/file/fileSelector';\nimport {File} from '../../../entity/file/fileState';\nimport {\n getPaymentAccountByPaymentAccountId,\n getPaymentAccountsByPaymentAccountIds,\n} from '../../../entity/paymentAccount/paymentAccountSelector';\nimport {\n InstitutionDetails,\n Logo,\n PaymentAccount,\n} from '../../../entity/paymentAccount/paymentAccountState';\nimport {RootState} from '../../../reducer';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport ZeniUrl from '../../../zeniUrl';\nimport {AddressType, NewAddressData} from '../../addressView/addressViewState';\nimport {getCompanyView} from '../../companyView/selectorHelpers/getCompanyView';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\nimport {CompanyView} from '../../companyView/types/companyView';\nimport {\n getFileDeleteStatusById,\n getFileUpdateNameStatusById,\n} from '../../fileView/fileViewSelector';\nimport {AccountTypeSubConfigCodeKeyType} from '../billPay/billPayConfig/billPayConfigState';\nimport {\n getReportIDPlusForecastIDFromSetupViewType,\n isVerifiedPaymentAccountProviderStatusCode,\n} from '../helpers';\nimport {getPlaidAccountDetails} from '../plaidAccount/plaidAccountViewSelector';\nimport {\n PlaidAccountKeyType,\n PlaidConnectionDetails,\n} from '../plaidAccount/plaidAccountViewState';\nimport {\n CompanyAndIdentityDetails,\n CompanyOfficerLocalData,\n PrimaryContactLocalData,\n SetupViewState,\n SetupViewType,\n} from './setupViewState';\n\nexport interface SetupView {\n accountFetchStatus: FetchStateAndError;\n accountUpdateStatus: FetchStateAndError;\n allBankAccounts: AccountBase[];\n allFundingAccounts: FundingAccount[];\n plaidConnectionDetails: PlaidConnectionDetails;\n updateStatus: FetchStateAndError;\n companyBillPayInfo?: CompanyBillPayInfo;\n paymentAccount?: PaymentAccount;\n primaryFundingAccount?: FundingAccount;\n}\n\nexport interface FundingAccount {\n accType: AccountTypeSubConfigCodeKeyType;\n balanceFetchStatus: FetchStateAndError;\n id: ID;\n label: string;\n maskedAccountNumber: string;\n accountBalance?: {\n available?: Amount;\n change?: BalanceChange;\n current?: Amount;\n lastRefreshTime?: ZeniDate;\n };\n accountLast4?: string;\n accountSubType?: AllowedValueWithCode;\n createTime?: ZeniDate;\n institutionDetails?: InstitutionDetails;\n isLoginRequired?: boolean;\n isVerified?: boolean;\n logo?: Logo;\n providerAccountId?: ID;\n providerVerificationStatus?: AllowedValueWithCode;\n verificationStatus?: AllowedValueWithCode;\n zeniAccountId?: ID;\n}\n\nexport interface CompanyOfficersDetails extends CompanyOfficerLocalData {\n additionalFiles: File[];\n /** Field names in this officer's localData populated by AI doc autofill. */\n autoFilledFields: string[];\n deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;\n otpverificationStatus: FetchStateAndError;\n sendOtpStatus: FetchStateAndError;\n updateFileStatusById: Record<ID, FetchStateAndError | undefined>;\n userFiles: File[];\n addressStatus?: NewAddressData;\n}\n\nexport interface CompanyDetails {\n /** Field names in companyDetails localData populated by AI doc autofill. */\n autoFilledFields: string[];\n companyFiles: File[];\n companyId: ID;\n deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;\n updateFileStatusById: Record<ID, FetchStateAndError | undefined>;\n addressStatus?: NewAddressData;\n companyDescription?: string;\n companyIndustry?: string;\n companyIndustryType?: string;\n companyLegalName?: string;\n companySourceOfFunds?: string;\n companySourceOfFundsDescription?: string;\n companySubIndustry?: string;\n countriesOfOperations?: string[];\n incDate?: ZeniDate;\n phone?: string;\n primaryContactLocalData?: PrimaryContactLocalData;\n purposeOfAccount?: string;\n purposeOfAccountDescription?: string;\n registeredAddressStatus?: NewAddressData;\n regulatedStatus?: string;\n regulatedStatusDescription?: string;\n sourceOfFunds?: string;\n stateOfIncorporation?: string;\n syncToken?: string;\n taxIdOrEIN?: string;\n transactionVolume?: string;\n transactionVolumeDescription?: string;\n typeOfIncorporation?: string;\n usNexus?: string;\n usNexusTypes?: string[];\n website?: ZeniUrl;\n}\n\ninterface CompanyAndOfficerLocalData {\n companyOfficerLocalData: Record<\n CompanyOfficerType,\n CompanyOfficersDetails | undefined\n >;\n parsingDocumentFileIds: ID[];\n companyDetailsLocalData?: CompanyDetails;\n}\nexport interface BusinessVerificationDetails extends CompanyAndOfficerLocalData {\n allNationalityCountries: Country[];\n updateStatus: FetchStateAndError;\n companyView?: CompanyView;\n}\n\nexport function getCommonSetupViewDetails(\n state: RootState,\n companyId: ID,\n setupViewType: SetupViewType,\n plaidAccountKeyType: PlaidAccountKeyType\n): SetupView {\n const {\n accountState,\n setupViewState,\n paymentAccountState,\n paymentAccountListState,\n depositAccountState,\n depositAccountListState,\n plaidAccountViewState,\n } = state;\n const {updateStatus} = setupViewState;\n const {accountDetails, plaidConnectionDetails} = getPlaidAccountDetails(\n plaidAccountViewState,\n plaidAccountKeyType\n );\n const {allBankAccountIds} = accountDetails;\n const {paymentAccountIds, paymentAccountBalanceFetchStatus} =\n paymentAccountListState;\n const {accountIds: depositAccountIds} = depositAccountListState;\n\n const allBankAccounts =\n (allBankAccountIds\n ?.map((accountId) =>\n getAccountBase(\n accountState,\n accountId,\n getReportIDPlusForecastIDFromSetupViewType(setupViewType)\n )\n )\n .filter((account) => account != null) as AccountBase[]) ?? [];\n\n const paymentAccounts =\n getPaymentAccountsByPaymentAccountIds(\n paymentAccountState,\n paymentAccountIds\n ).filter((account) => account != null) ?? [];\n const depositAccounts =\n getDepositAccountsByDepositAccountIds(\n depositAccountState,\n depositAccountIds\n ).filter((account) => account != null) ?? [];\n\n const allFundingAccounts = getAllFundingAccounts(\n setupViewType === 'zeni_accounts' ? [] : depositAccounts, // only external acct can be made primary for accounts setup\n paymentAccounts,\n paymentAccountBalanceFetchStatus,\n false\n );\n const companyView = getCompanyView(state, companyId, []);\n const companyBillPayInfo = companyView?.company.company.companyBillPayInfo;\n const primaryAccount = getPrimaryAccountForTheProduct(\n state,\n companyId,\n setupViewType\n );\n let primaryFundingAccount;\n\n if (primaryAccount?.accountType === 'depositAccount') {\n const depositAccount = getDepositAccountByDepositAccountId(\n depositAccountState,\n primaryAccount.accountId\n );\n if (depositAccount != null) {\n primaryFundingAccount = mapDepositAccToFundingAccount(depositAccount);\n }\n } else if (primaryAccount?.accountType === 'paymentAccount') {\n const paymentAccount = getPaymentAccountByPaymentAccountId(\n paymentAccountState,\n primaryAccount.accountId\n );\n if (paymentAccount != null) {\n primaryFundingAccount = mapPaymentAccToFundingAccount(\n paymentAccount,\n paymentAccountBalanceFetchStatus\n );\n }\n }\n\n let paymentAccountForBilling;\n if (accountDetails.paymentAccountIds?.length > 0) {\n const paymentAccountId = accountDetails.paymentAccountIds[0];\n paymentAccountForBilling = getPaymentAccountByPaymentAccountId(\n paymentAccountState,\n paymentAccountId\n );\n }\n\n return {\n companyBillPayInfo,\n primaryFundingAccount,\n paymentAccount: paymentAccountForBilling,\n allFundingAccounts,\n allBankAccounts,\n plaidConnectionDetails,\n accountUpdateStatus: accountDetails.cashAccountUpdateStatus,\n accountFetchStatus: accountDetails.fetchStatus,\n updateStatus,\n };\n}\n\nfunction getPrimaryAccountForTheProduct(\n state: RootState,\n companyId: ID,\n setupViewType: SetupViewType\n): {accountId: ID; accountType: AccountTypeSubConfigCodeKeyType} | undefined {\n const companyView = getCompanyView(state, companyId, []);\n if (companyView == null) {\n return undefined;\n }\n let primaryFundingAccount;\n if (setupViewType === 'bill_pay') {\n primaryFundingAccount =\n companyView.company.company.companyBillPayInfo.primaryFundingAccount;\n } else if (setupViewType === 'reimbursement') {\n primaryFundingAccount =\n companyView.company.company.companyReimbursementInfo\n .primaryFundingAccount;\n } else if (setupViewType === 'charge_cards') {\n primaryFundingAccount =\n companyView.company.company.companyChargeCardInfo.primaryFundingAccount;\n } else if (setupViewType === 'zeni_accounts') {\n primaryFundingAccount =\n companyView.company.company.companyZeniAccountInfo.primaryFundingAccount;\n } else if (setupViewType === 'zeni_treasury') {\n primaryFundingAccount =\n companyView.company.company.companyTreasuryInfo?.primaryFundingAccount;\n }\n return primaryFundingAccount;\n}\n\nexport function getBusinessVerificationDetails(\n state: RootState,\n companyId: ID\n): BusinessVerificationDetails {\n const {setupViewState, countryListState} = state;\n const {\n companyDetails,\n companyOfficerUpdateStatus,\n primaryContactDetails,\n updateStatus,\n } = setupViewState;\n\n const companyView = getCompanyView(state, companyId, []);\n\n const {companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds} =\n getCompanyAndIdentityDetails(state, companyId, {\n companyDetails,\n companyOfficerUpdateStatus,\n primaryContactDetails,\n parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,\n });\n\n const allNationalityCountries =\n countryListState.byCountryListCode.nationalityCountryList.countries;\n\n return {\n companyDetailsLocalData,\n companyOfficerLocalData,\n parsingDocumentFileIds,\n companyView,\n updateStatus,\n allNationalityCountries,\n };\n}\n\nexport const getCompanyAndIdentityDetails = (\n state: RootState,\n companyId: ID,\n companyAndIdentityDetails: CompanyAndIdentityDetails &\n Pick<SetupViewState, 'parsingDocumentFileIds'>\n): CompanyAndOfficerLocalData => {\n const {companyDetails, companyOfficerUpdateStatus, primaryContactDetails} =\n companyAndIdentityDetails;\n const {fileState, addressViewState} = state;\n const {localData: primaryContactLocalData} = primaryContactDetails;\n\n let companyDetailsLocalData;\n\n if (companyDetails.localData != null) {\n const deleteFileStatusById: Record<ID, FetchStateAndError | undefined> = {};\n const updateFileStatusById: Record<ID, FetchStateAndError | undefined> = {};\n\n const {\n syncToken,\n companyDescription,\n companyLegalName,\n website,\n companyIndustry,\n companyIndustryType,\n companySubIndustry,\n companySourceOfFunds,\n companySourceOfFundsDescription,\n countriesOfOperations,\n phone,\n taxIdOrEIN,\n incDate,\n fileIds,\n typeOfIncorporation,\n sourceOfFunds,\n transactionVolume,\n transactionVolumeDescription,\n purposeOfAccount,\n purposeOfAccountDescription,\n regulatedStatus,\n regulatedStatusDescription,\n stateOfIncorporation,\n usNexus,\n usNexusTypes,\n } = companyDetails.localData;\n fileIds.forEach((fileId) => {\n deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);\n });\n fileIds.forEach((fileId) => {\n updateFileStatusById[fileId] = getFileUpdateNameStatusById(state, fileId);\n });\n\n const companyAddress = addressViewState.newAddressState?.company_address;\n const registeredCompanyAddress =\n addressViewState.newAddressState?.company_registered_address;\n\n companyDetailsLocalData = {\n autoFilledFields: companyDetails.autoFilledFields,\n companyId,\n companyDescription,\n companyLegalName,\n companyIndustry,\n companyIndustryType,\n companySubIndustry,\n companySourceOfFunds,\n companySourceOfFundsDescription,\n countriesOfOperations,\n website,\n phone,\n taxIdOrEIN,\n incDate,\n syncToken,\n companyFiles: getFilesByFileIds(fileState, fileIds),\n deleteFileStatusById,\n updateFileStatusById,\n addressStatus: companyAddress,\n registeredAddressStatus: registeredCompanyAddress,\n primaryContactLocalData,\n typeOfIncorporation,\n sourceOfFunds,\n transactionVolume,\n transactionVolumeDescription,\n purposeOfAccount,\n purposeOfAccountDescription,\n regulatedStatus,\n regulatedStatusDescription,\n stateOfIncorporation,\n usNexus,\n usNexusTypes,\n };\n }\n\n const companyOfficerLocalData: Record<\n CompanyOfficerType,\n CompanyOfficersDetails | undefined\n > = {\n Officer_1: undefined,\n Officer_2: undefined,\n Officer_3: undefined,\n Officer_4: undefined,\n Officer_5: undefined,\n Officer_6: undefined,\n Officer_7: undefined,\n Officer_8: undefined,\n Officer_9: undefined,\n Officer_10: undefined,\n };\n\n Object.values(companyOfficerUpdateStatus).forEach((companyOfficer, index) => {\n if (companyOfficer.localData == null) {\n companyOfficerLocalData[`Officer_${index + 1}` as CompanyOfficerType] =\n undefined;\n } else {\n const addressType = companyOfficer.localData.officerType\n .toLowerCase()\n .concat('_address');\n const deleteFileStatusById: Record<ID, FetchStateAndError | undefined> =\n {};\n const updateFileStatusById: Record<ID, FetchStateAndError | undefined> =\n {};\n\n const {\n fileIds,\n officerType,\n additionalSubmittedDocumentsForVerificationFileIds = [],\n } = companyOfficer.localData;\n [\n ...fileIds,\n ...additionalSubmittedDocumentsForVerificationFileIds,\n ].forEach((fileId) => {\n deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);\n });\n [\n ...fileIds,\n ...additionalSubmittedDocumentsForVerificationFileIds,\n ].forEach((fileId) => {\n updateFileStatusById[fileId] = getFileUpdateNameStatusById(\n state,\n fileId\n );\n });\n\n const companyOfficerAddress =\n addressViewState.newAddressState?.[addressType as AddressType];\n\n companyOfficerLocalData[officerType] = {\n ...companyOfficer.localData,\n autoFilledFields: companyOfficer.autoFilledFields,\n userFiles: getFilesByFileIds(fileState, fileIds),\n additionalFiles: getFilesByFileIds(\n fileState,\n additionalSubmittedDocumentsForVerificationFileIds\n ),\n deleteFileStatusById,\n updateFileStatusById,\n addressStatus: companyOfficerAddress,\n sendOtpStatus: companyOfficer.sendOtpStatus,\n otpverificationStatus: companyOfficer.otpverificationStatus,\n };\n }\n });\n\n return {\n companyDetailsLocalData,\n companyOfficerLocalData,\n parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,\n };\n};\n\n/* This helper function takes deposit accounts and payment accounts\n and give back FundingAccount type array \n to support single dropdown with both lists */\n\nexport const getAllFundingAccounts = (\n depositAccounts: DepositAccount[],\n paymentAccounts: PaymentAccount[],\n paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>,\n includeOnlyVerifiedAccounts = true\n): FundingAccount[] => {\n return [\n ...depositAccounts.map((depositAcc) =>\n mapDepositAccToFundingAccount(depositAcc)\n ),\n ...(includeOnlyVerifiedAccounts\n ? paymentAccounts.filter(\n (paymentAccount) =>\n paymentAccount.providerVerificationStatus?.code != null &&\n isVerifiedPaymentAccountProviderStatusCode(\n paymentAccount.providerVerificationStatus.code\n )\n )\n : paymentAccounts\n ).map((paymentAcc) =>\n mapPaymentAccToFundingAccount(\n paymentAcc,\n paymentAccountBalanceFetchStatus\n )\n ),\n ];\n};\n\nexport const mapDepositAccToFundingAccount = (\n depositAcc: DepositAccount\n): FundingAccount => ({\n id: depositAcc.id,\n accType: 'depositAccount',\n label: depositAcc.accountName,\n maskedAccountNumber: depositAcc.maskedAccountNumber,\n accountBalance: depositAcc.accountBalance,\n logo: undefined,\n zeniAccountId: depositAcc.zeniAccountId,\n balanceFetchStatus: {\n fetchState: 'Completed',\n error: undefined,\n },\n createTime: depositAcc.createTime,\n accountLast4: depositAcc.accountLast4,\n});\n\nexport const mapDepositAccountWithLimitToFundingAccount = (\n depositAcc: DepositAccountWithLimit\n): FundingAccount => ({\n id: depositAcc.id,\n accType: 'depositAccount',\n label: depositAcc.accountName,\n maskedAccountNumber: depositAcc.maskedAccountNumber,\n accountBalance: depositAcc.accountBalance,\n logo: undefined,\n zeniAccountId: depositAcc.zeniAccountId,\n balanceFetchStatus: {\n fetchState: 'Completed',\n error: undefined,\n },\n createTime: depositAcc.createTime,\n accountLast4:\n depositAcc.maskedAccountNumber.match(/(\\d{4})$/)?.[1] ?? undefined,\n});\n\nexport const mapPaymentAccToFundingAccount = (\n paymentAcc: PaymentAccount,\n paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>\n): FundingAccount => ({\n id: paymentAcc.paymentAccountId,\n accType: 'paymentAccount',\n maskedAccountNumber: paymentAcc.maskedAccountNumber,\n zeniAccountId: paymentAcc.zeniAccountId,\n institutionDetails: paymentAcc.institutionDetails,\n accountSubType: paymentAcc.accountSubType,\n isLoginRequired: paymentAcc.isLoginRequired,\n providerAccountId: paymentAcc.providerAccountId,\n providerVerificationStatus: paymentAcc.providerVerificationStatus,\n accountBalance: paymentAcc.balances,\n label:\n Boolean(paymentAcc.institutionDetails.institutionName) === true\n ? paymentAcc.institutionDetails.institutionName\n : getZeniAccountFallbackName(\n paymentAcc.maskedAccountNumber,\n paymentAcc.accountSubType?.name\n ),\n\n logo: paymentAcc.institutionDetails.logo,\n balanceFetchStatus: paymentAccountBalanceFetchStatus[\n paymentAcc.paymentAccountId\n ] ?? {\n fetchState: 'Not-Started',\n error: undefined,\n },\n createTime: paymentAcc.createTime,\n accountLast4: paymentAcc.accountLast4Digits,\n});\n"]}

package/lib/esm/view/spendManagement/commonSetup/setupViewState.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"setupViewState.js","sourceRoot":"","sources":["../../../../../src/view/spendManagement/commonSetup/setupViewState.ts"],"names":[],"mappings":"AAEA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AACtE,OAAO,EAAC,sCAAsC,EAAC,MAAM,gEAAgE,CAAC;AAMtH,MAAM,gBAAgB,GAAG,CAAC,SAAS,CAAU,CAAC;AAE9C,6DAA6D;AAC7D,MAAM,eAAe,GAAG,CAAC,CAAS,EAAE,EAAE,CACpC,aAAa,CAAC,CAAC,EAAE;IACf,GAAG,sCAAsC;IACzC,GAAG,gBAAgB;IACnB,GAAG,4BAA4B;CAChC,CAAC,CAAC;AAIL,MAAM,4BAA4B,GAAG;IACnC,cAAc;IACd,aAAa;IACb,2BAA2B;CACnB,CAAC;AAEX,MAAM,CAAC,MAAM,yBAAyB,GAAG,CAAC,CAAS,EAAE,EAAE,CACrD,aAAa,CAAC,CAAC,EAAE,4BAA4B,CAAC,CAAC","sourcesContent":["import {AllowedValueWithCode} from '../../../commonStateTypes/allowedValue';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION} from '../../../entity/entityApprovalStatus/entityApprovalStatusState';\nimport {AllowedDocumentType} from '../../../entity/file/fileState';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport ZeniUrl from '../../../zeniUrl';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\n\nconst SETUP_VIEW_TYPES = ['billing'] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toSetupViewType = (v: string) =>\n stringToUnion(v, [\n ...ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION,\n ...SETUP_VIEW_TYPES,\n ...CHARGE_CARD_SETUP_VIEW_TYPES,\n ]);\n\nexport type SetupViewType = ReturnType<typeof toSetupViewType>;\n\nconst CHARGE_CARD_SETUP_VIEW_TYPES = [\n 'charge_cards',\n 'debit_cards',\n 'charge_cards__debit_cards',\n] as const;\n\nexport const toChargeCardSetupViewType = (v: string) =>\n stringToUnion(v, CHARGE_CARD_SETUP_VIEW_TYPES);\n\nexport type ChargeCardSetupViewType = ReturnType<\n typeof toChargeCardSetupViewType\n>;\n\n/**\n * Setup View Local Data - Interfaces\n */\n\n// Note - These interfaces are used in Customer Onboarding Flow\n\nexport interface CompanyDetailsLocalData {\n companyId: ID;\n fileIds: ID[];\n companyDescription?: string;\n companyIndustry?: string;\n companyIndustryType?: string;\n companyLegalName?: string;\n companySourceOfFunds?: string;\n companySourceOfFundsDescription?: string;\n companySubIndustry?: string;\n countriesOfOperations?: string[];\n incDate?: ZeniDate;\n phone?: string;\n purposeOfAccount?: string;\n purposeOfAccountDescription?: string;\n regulatedStatus?: string;\n regulatedStatusDescription?: string;\n sourceOfFunds?: string;\n stateOfIncorporation?: string;\n syncToken?: string;\n taxIdOrEIN?: string;\n transactionVolume?: string;\n transactionVolumeDescription?: string;\n typeOfIncorporation?: string;\n usNexus?: string;\n usNexusTypes?: string[];\n website?: ZeniUrl;\n}\n\nexport interface PrimaryContactLocalData {\n email: string;\n firstName: string;\n lastName: string;\n userId: ID | undefined; // If user ID is not null, existing user will be updated\n syncToken?: string;\n}\n\nexport interface CompanyOfficerLocalData {\n additionalDocumentTypesRequestedForVerification: AllowedDocumentType[];\n additionalSubmittedDocumentsForVerificationFileIds: ID[];\n areAdditionalDocumentsRequestedForVerification: boolean;\n areAdditionalDocumentsSubmittedForVerification: boolean;\n email: string;\n fileIds: ID[];\n firstName: string;\n isSelectedForVerification: boolean;\n lastName: string;\n officerType: CompanyOfficerType;\n userId: ID | undefined;\n birthday?: ZeniDate;\n documentTypeSelectedForVerification?: AllowedDocumentType;\n isPhoneVerified?: boolean;\n nationalityCountryCode?: string;\n otpChallenge?: string;\n ownershipInCompany?: number;\n phone?: string;\n ssn?: string;\n syncToken?: string;\n titleAtCompany?: string;\n treasuryUserVerificationStatus?: AllowedValueWithCode;\n userVerificationStatus?: AllowedValueWithCode;\n}\n\nexport interface SetupViewLocalData {\n companyDetails: CompanyDetailsLocalData;\n officers: CompanyOfficerLocalData[];\n primaryContactDetails?: PrimaryContactLocalData;\n}\n\n/**\n * Setup View State\n */\n\nexport interface CompanyAndIdentityDetails {\n companyDetails: {\n /**\n * Field names from {@link CompanyDetailsLocalData} that were populated by AI\n * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.\n * Always present (empty when no autofill has run yet).\n */\n autoFilledFields: string[];\n localData?: CompanyDetailsLocalData;\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. Drives the ✦ sparkle in the form.\n * Always present (empty when no autofill has run yet).\n */\n autoFilledFields: string[];\n otpverificationStatus: FetchStateAndError;\n sendOtpStatus: FetchStateAndError;\n localData?: CompanyOfficerLocalData;\n }\n >;\n primaryContactDetails: {\n localData?: PrimaryContactLocalData;\n };\n}\nexport interface SetupViewState extends CompanyAndIdentityDetails {\n /**\n * File IDs currently being parsed by the AI autofill epic. Populated when\n * `parseUploadedKyc/KybDocument` dispatches and cleared when the\n * corresponding apply / failure action fires. Drives the \"AI is reading\n * your document\" overlay on the document upload field.\n */\n parsingDocumentFileIds: ID[];\n updateStatus: FetchStateAndError;\n}\n"]}