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

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

@@ -1,66 +1,34 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
+exports.clearKycKybAutofillForSetup = exports.applyKybDocumentAutofillForSetup = exports.applyKycDocumentAutofillForSetup = exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const kycKybAutofillActions_1 = require("./kycKybAutofillActions");
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
+const emptyOfficerSlot = {
+    autoFilledFields: [],
+    localData: undefined,
+    sendOtpStatus: initialFetchStatus,
+    otpverificationStatus: initialFetchStatus,
+};
 exports.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: {},
 };
@@ -301,7 +269,92 @@ const setupView = (0, toolkit_1.createSlice)({
         clearSetupView(draft) {
             Object.assign(draft, exports.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(kycKybAutofillActions_1.parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView;
+_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView, exports.applyKycDocumentAutofillForSetup = _a.applyKycDocumentAutofillForSetup, exports.applyKybDocumentAutofillForSetup = _a.applyKybDocumentAutofillForSetup, exports.clearKycKybAutofillForSetup = _a.clearKycKybAutofillForSetup;
 exports.default = setupView.reducer;

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

@@ -16,7 +16,7 @@ import { CompanyOfficerType } from '../../companyView/types/companyPassport/comp
 import { CompanyView } from '../../companyView/types/companyView';
 import { AccountTypeSubConfigCodeKeyType } from '../billPay/billPayConfig/billPayConfigState';
 import { PlaidAccountKeyType, PlaidConnectionDetails } from '../plaidAccount/plaidAccountViewState';
-import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewType } from './setupViewState';
+import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewState, SetupViewType } from './setupViewState';
 export interface SetupView {
     accountFetchStatus: FetchStateAndError;
     accountUpdateStatus: FetchStateAndError;
@@ -54,6 +54,8 @@ export interface FundingAccount {
 }
 export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     additionalFiles: File[];
+    /** Field names in this officer's localData populated by AI doc autofill. */
+    autoFilledFields: string[];
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     otpverificationStatus: FetchStateAndError;
     sendOtpStatus: FetchStateAndError;
@@ -62,6 +64,8 @@ export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     addressStatus?: NewAddressData;
 }
 export interface CompanyDetails {
+    /** Field names in companyDetails localData populated by AI doc autofill. */
+    autoFilledFields: string[];
     companyFiles: File[];
     companyId: ID;
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
@@ -96,6 +100,7 @@ export interface CompanyDetails {
 }
 interface CompanyAndOfficerLocalData {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
+    parsingDocumentFileIds: ID[];
     companyDetailsLocalData?: CompanyDetails;
 }
 export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData {
@@ -105,7 +110,7 @@ export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData
 }
 export declare function getCommonSetupViewDetails(state: RootState, companyId: ID, setupViewType: SetupViewType, plaidAccountKeyType: PlaidAccountKeyType): SetupView;
 export declare function getBusinessVerificationDetails(state: RootState, companyId: ID): BusinessVerificationDetails;
-export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails) => CompanyAndOfficerLocalData;
+export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails & Pick<SetupViewState, "parsingDocumentFileIds">) => CompanyAndOfficerLocalData;
 export declare const getAllFundingAccounts: (depositAccounts: DepositAccount[], paymentAccounts: PaymentAccount[], paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>, includeOnlyVerifiedAccounts?: boolean) => FundingAccount[];
 export declare const mapDepositAccToFundingAccount: (depositAcc: DepositAccount) => FundingAccount;
 export declare const mapDepositAccountWithLimitToFundingAccount: (depositAcc: DepositAccountWithLimit) => FundingAccount;

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

@@ -92,15 +92,17 @@ function getBusinessVerificationDetails(state, companyId) {
     const { setupViewState, countryListState } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
     const companyView = (0, getCompanyView_1.getCompanyView)(state, companyId, []);
-    const { companyDetailsLocalData, companyOfficerLocalData } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
+    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
     });
     const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         companyView,
         updateStatus,
         allNationalityCountries,
@@ -124,6 +126,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
+            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -196,6 +199,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
+                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds),
                 additionalFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,
@@ -209,6 +213,7 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
     };
 };
 exports.getCompanyAndIdentityDetails = getCompanyAndIdentityDetails;

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

@@ -81,9 +81,21 @@ export interface SetupViewLocalData {
  */
 export interface CompanyAndIdentityDetails {
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} that were populated by AI
+         * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.
+         * Always present (empty when no autofill has run yet).
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document. Drives the ✦ sparkle in the form.
+         * Always present (empty when no autofill has run yet).
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
@@ -93,6 +105,13 @@ export interface CompanyAndIdentityDetails {
     };
 }
 export interface SetupViewState extends CompanyAndIdentityDetails {
+    /**
+     * File IDs currently being parsed by the AI autofill epic. Populated when
+     * `parseUploadedKyc/KybDocument` dispatches and cleared when the
+     * corresponding apply / failure action fires. Drives the "AI is reading
+     * your document" overlay on the document upload field.
+     */
+    parsingDocumentFileIds: ID[];
     updateStatus: FetchStateAndError;
 }
 export {};

package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts

@@ -0,0 +1,125 @@
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+import { ID } from '../../../../commonStateTypes/common';
+/**
+ * Form-side identity document types as picked in `SelectDocumentField`.
+ * These are camelCase per the web-components convention.
+ */
+export type KycSelectDocumentType = 'driverLicense' | 'passport' | 'ssnCard' | 'stateId';
+/**
+ * KYC document types accepted by the document-service parsers (snake_case).
+ * Subset of {@link KycKybProvidedDocumentType}. `stateId` from the form maps
+ * to no parser today and is skipped at dispatch time.
+ */
+export type KycProvidedDocumentType = 'passport' | 'driving_license' | 'social_security_card';
+/** KYB document types accepted by the document-service parsers. */
+export type KybProvidedDocumentType = 'certificate_of_incorporation' | 'tax_ein';
+/** All KYC / KYB document types accepted by document-communication-agent. */
+export type KycKybProvidedDocumentType = KycProvidedDocumentType | KybProvidedDocumentType;
+/** Field value with model confidence (0..1) as returned by ExtendAI parsers. */
+export interface FieldWithConfidence<T = string | null> {
+    confidence: number;
+    value: T | null;
+}
+/**
+ * Parser payloads — keep in sync with document-service
+ * `processors/parsers/extend_*_parser.py`.
+ */
+export interface ExtendPassportParsed {
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    gender?: FieldWithConfidence;
+    issuing_authority?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    mrz_line_1?: FieldWithConfidence;
+    mrz_line_2?: FieldWithConfidence;
+    nationality?: FieldWithConfidence;
+    passport_number?: FieldWithConfidence;
+    place_of_birth?: FieldWithConfidence;
+}
+export interface ExtendDrivingLicenseParsed {
+    address_city?: FieldWithConfidence;
+    address_state?: FieldWithConfidence;
+    address_street?: FieldWithConfidence;
+    address_zip?: FieldWithConfidence;
+    date_of_birth?: FieldWithConfidence;
+    date_of_expiry?: FieldWithConfidence;
+    date_of_issue?: FieldWithConfidence;
+    first_name?: FieldWithConfidence;
+    issuing_state?: FieldWithConfidence;
+    last_name?: FieldWithConfidence;
+    license_number?: FieldWithConfidence;
+    middle_name?: FieldWithConfidence;
+}
+export interface ExtendSsnCardParsed {
+    full_name?: FieldWithConfidence;
+}
+export interface ExtendCertificateOfIncorporationParsed {
+    company_address?: FieldWithConfidence;
+    company_legal_name?: FieldWithConfidence;
+    countries_of_operations?: FieldWithConfidence<string[]>;
+    date_of_incorporation?: FieldWithConfidence;
+    ein?: FieldWithConfidence;
+    industry?: FieldWithConfidence;
+    phone_number?: FieldWithConfidence;
+    product_description?: FieldWithConfidence;
+    purpose_of_account?: FieldWithConfidence;
+    registered_address?: FieldWithConfidence;
+    regulated_status?: FieldWithConfidence;
+    source_of_funds?: FieldWithConfidence;
+    state_of_incorporation?: FieldWithConfidence;
+    sub_industry?: FieldWithConfidence;
+    sub_us_nexus?: FieldWithConfidence;
+    transaction_volume_expectations?: FieldWithConfidence;
+    type_of_incorporation?: FieldWithConfidence;
+    us_nexus?: FieldWithConfidence;
+    website?: FieldWithConfidence;
+}
+export interface ExtendTaxEinParsed {
+    ein?: FieldWithConfidence;
+    irs_address?: FieldWithConfidence;
+    legal_business_name?: FieldWithConfidence;
+    trade_name?: FieldWithConfidence;
+}
+/** POST /1.0/documents/process/sync request body. */
+export interface SyncDocumentsProcessRequest {
+    files: Array<{
+        file_id: ID;
+    }>;
+    provided_document_type: KycKybProvidedDocumentType;
+    metadata?: {
+        source?: string;
+    } & Record<string, unknown>;
+    processing_priority?: number;
+}
+/** POST /1.0/documents/process/sync response body. */
+export interface SyncDocumentsProcessResponse {
+    data: ExtendPassportParsed | ExtendDrivingLicenseParsed | ExtendSsnCardParsed | ExtendCertificateOfIncorporationParsed | ExtendTaxEinParsed | null;
+    status: {
+        code: number;
+        message: string;
+    };
+}
+/**
+ * Discriminator for which Redux slice to apply the autofill to — setup pages
+ * (`spendManagement/commonSetup`) and onboarding (`onboardingView/customerView`)
+ * share the same field shapes but live in separate slices.
+ */
+export type KycKybAutofillTarget = 'setup' | 'onboarding';
+/** Confidence floor below which we drop an autofill candidate. */
+export declare const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export declare const toKycProvidedDocumentType: (selectType: KycSelectDocumentType) => KycProvidedDocumentType | null;

package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js

@@ -0,0 +1,32 @@
+"use strict";
+/**
+ * Shared types for the KYC / KYB document autofill flow that lives inside the
+ * commonSetup feature (Setup pages + Onboarding both consume it via the same
+ * selector view; there is no separate state slice).
+ *
+ * Backed by document-communication-agent `POST /1.0/documents/process/sync`,
+ * which proxies document-service ExtendAI parsers and returns one of the
+ * parser payloads below — each value shaped as `{value, confidence}` per field.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toKycProvidedDocumentType = exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = void 0;
+/** Confidence floor below which we drop an autofill candidate. */
+exports.KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};
+exports.toKycProvidedDocumentType = toKycProvidedDocumentType;

package/lib/view/transactionDetail/journalEntryLinesViewModel.d.ts

@@ -0,0 +1,102 @@
+import { Amount } from '../../commonStateTypes/amount';
+import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { JournalEntryTransactionLine, Line, TransactionLineBase } from '../../entity/transaction/stateTypes/transactionLine';
+/**
+ * View-model helpers for the new Journal Entry table view (see
+ * web-components `journalEntryTable`). Keeps presentation-agnostic
+ * logic — totals, sort, line-filter — colocated in epic-state so it
+ * is testable and reusable.
+ */
+export declare const JOURNAL_ENTRY_SORT_KEYS: readonly ["description", "name", "category", "class", "debit", "credit"];
+export declare const toJournalEntrySortKey: (v: string) => "name" | "description" | "category" | "class" | "credit" | "debit";
+export type JournalEntrySortKey = ReturnType<typeof toJournalEntrySortKey>;
+export interface JournalEntryRowSortConfig {
+    sortKey: JournalEntrySortKey;
+    sortOrder: SortOrder;
+}
+export declare const journalEntryDefaultSortConfig: JournalEntryRowSortConfig;
+type AmountBearer = Pick<TransactionLineBase, 'amount'>;
+/**
+ * Sums the `amount.amount` field of every line and returns an `Amount`
+ * whose currencyCode/currencySymbol are taken from the first line.
+ * Returns `undefined` for an empty list, and also when the first line
+ * has no currency to carry — a stray bare number with no symbol is
+ * worse to render than nothing, so the caller is forced to handle the
+ * absence.
+ *
+ * **Precondition:** all input lines must share a currency. Journal
+ * entry lines on the same transaction always do, which is the only
+ * caller today. Mixed-currency input is summed numerically (no FX
+ * conversion) and tagged with the first line's currency, which will
+ * silently produce a wrong total — if this helper is ever reused for
+ * a cross-currency aggregate (e.g. a multi-transaction report), the
+ * caller must pre-group by currency before calling.
+ *
+ * Mirrors legacy `calculateTotal` in
+ * `web-components/src/components/transactionDetail/items/TransactionLinesJournalEntry.tsx`
+ * but without the `Object.assign` ceremony and with stable currency carry-over.
+ */
+export declare const sumJournalEntryAmounts: (lines: ReadonlyArray<AmountBearer>) => Amount | undefined;
+/**
+ * Splits `lines` by `postingType` into a single debit total and a
+ * single credit total — the shape the new flat-table totals row
+ * (`JournalEntryTotalsRow` in `web-components`, Figma frame
+ * `5177:12750`) needs.
+ *
+ * The legacy `TransactionLinesJournalEntry` grouped lines into six
+ * `JournalEntryItemType` buckets (`debit` / `uncategorizedDebit` /
+ * `miscategorizedDebit` plus the credit triplet) for *visual banner
+ * headers* in the line list; its bottom totals row was already two
+ * combined numbers. The new flat table folds those banners away by
+ * design, so we don't surface a per-status breakdown here. If the
+ * design ever asks for sub-totals per status, that's a richer shape
+ * (`{debit: {total, uncategorized, miscategorized}, credit: {…}}`)
+ * and a follow-up — not a v1 of this helper.
+ *
+ * As a side effect, the legacy `calculateCombinedTotalAmount`
+ * `??`/`+` precedence bug (`totalAmount?.amount ?? 0 + (uncat ?? 0) +
+ * (miscat ?? 0)` parses as `totalAmount?.amount ?? (0 + uncat +
+ * miscat)`, silently dropping the uncat/miscat pieces whenever
+ * `totalAmount` was non-nullish) is gone by construction here: there
+ * is no separate combine step, just one pass over the lines.
+ */
+export declare const journalEntryTotalsByPostingSide: (lines: ReadonlyArray<Pick<JournalEntryTransactionLine, "amount" | "postingType">>) => {
+    creditTotal?: Amount;
+    debitTotal?: Amount;
+};
+/**
+ * Drops `linked_transaction_line` entries — equivalent to legacy
+ * `filterOutLinkedTransactionLine` in `transactionDetail.helpers.ts`.
+ *
+ * The literal lives in `LINE_TYPE_LINKED` next to `LineType` so the
+ * filter discriminant stays bound to the union at the type level.
+ * Other sites still inlining the literal (see `transactionDetailLocalDataHelper`,
+ * `transactionDetailState`, `transactionCategorizationLocalDataHelper`,
+ * `transactionLinePayload`, and the mocks) are a known follow-up.
+ */
+export declare const filterJournalEntryLinesExcludingLinked: <T extends Pick<Line, "type">>(lines?: ReadonlyArray<T>) => T[];
+/**
+ * Accessor functions resolve the sort value for each column from a
+ * line. The new table reads display-formatted values from the form
+ * (selected option label, entity name, etc.), so callers pass in
+ * accessors that match their `LineInfo` shape rather than baking the
+ * column-to-form-field mapping into epic-state.
+ */
+export interface JournalEntrySortAccessors<T> {
+    category: (line: T) => string;
+    class: (line: T) => string;
+    credit: (line: T) => number;
+    debit: (line: T) => number;
+    description: (line: T) => string;
+    name: (line: T) => string;
+}
+/**
+ * Stable, accessor-driven sort over arbitrary line shapes. Lines that
+ * resolve to the same key value preserve their original relative order
+ * thanks to lodash's stable `orderBy`.
+ *
+ * Strings are lower-cased before comparison so the order is predictable
+ * across mixed-case data. Numbers (debit/credit) compare directly.
+ */
+export declare const sortJournalEntryLines: <T>(lines: ReadonlyArray<T>, config: JournalEntryRowSortConfig, accessors: JournalEntrySortAccessors<T>) => T[];
+export {};