@zeniai/client-epic-state 5.0.90 → 5.0.92-beta0ND

package/lib/esm/view/companyTaskManagerView/epics/fetchCompanyTaskManagerViewEpic.js

@@ -1,51 +1,35 @@
 import { from } from 'rxjs';
 import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { getSortOrder } from '../../../commonPayloadTypes/sortOrderPayload';
-import { updateCompanies } from '../../../entity/company/companyReducer';
 import { updateTags } from '../../../entity/tag/tagReducer';
 import { updateTasks } from '../../../entity/task/taskReducer';
-import { updateAllUsers } from '../../../entity/user/userReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewOnFailure, updateCompanyTaskManagerViewOnSuccess, } from '../companyTaskManagerViewReducer';
-const toSortKeyPayload = (sortKey) => {
-    switch (sortKey) {
-        case 'taskName':
-            return 'name';
-        case 'dueDate':
-            return 'due_date';
-        case 'createdBy':
-            return 'created_by';
-        case 'name':
-            return 'company_name';
-        default:
-            return sortKey;
-    }
-};
+const DEFAULT_PAGE_SIZE = 100;
 export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchCompanyTaskManagerView.match), switchMap((action) => {
-    const { pageToken, sortKey, sortOrder, searchString } = action.payload;
+    const { from: fromOffset, searchString, sortKey, sortOrder, filters, } = action.payload;
     const queryValue = {
-        page_token: pageToken,
+        size: DEFAULT_PAGE_SIZE,
+        from: fromOffset,
+        global_search: searchString ?? '',
         sort_by: toSortKeyPayload(sortKey),
         sort_order: getSortOrder(sortOrder),
-        search_text: searchString ?? '',
-        view: 'cockpit_task_manager_view',
+        filter_join: filters?.categoryCombinationOperator === 'AND' ? 'and' : 'or',
+        ...(filters?.categories != null && filters.categories.length > 0
+            ? { filter_by: toFilterByPayload(filters) }
+            : {}),
     };
     return zeniAPI
-        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
+        .getJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/cockpit-panels/tasks-es?query=${encodeURIComponent(JSON.stringify(queryValue))}`)
         .pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {
-            const tasksList = response.data.tasks;
+            const tasksList = response.data.aggregations.group_by_company_name.buckets.flatMap((bucket) => bucket.tasks);
             const actions = [
                 updateCompanyTaskManagerViewOnSuccess({
                     data: response.data,
                 }),
                 updateTasks(tasksList),
-                updateCompanies({
-                    payload: response.data.companies,
-                    schema: {},
-                }),
-                updateTags(tasksList.map((task) => task.tags).flat()),
-                updateAllUsers({ users: response.data.users }),
+                updateTags(tasksList.flatMap((task) => task.tags)),
             ];
             return from(actions);
         }
@@ -62,3 +46,28 @@ export const fetchCompanyTaskManagerViewEpic = (actions$, _state$, zeniAPI) => a
         return from(actions);
     }));
 }));
+const toSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'taskName':
+            return 'name';
+        case 'dueDate':
+            return 'due_date';
+        case 'createdBy':
+            return 'created_by';
+        case 'name':
+            return 'company_name';
+        default:
+            return sortKey;
+    }
+};
+const toFilterByPayload = (filters) => {
+    if (filters.categories == null) {
+        return [];
+    }
+    return filters.categories.map((category) => ({
+        field: category.field ?? '',
+        operator: category.matchingOperator === 'equal' ? 'is' : 'is_not',
+        values: category.values.map((v) => String(v)),
+        join: category.valuesCombinationOperator === 'ALL' ? 'and' : 'or',
+    }));
+};

package/lib/esm/view/companyTaskManagerView/epics/updateCompanyTaskManagerViewFiltersEpic.js

@@ -0,0 +1,16 @@
+import { EMPTY, of } from 'rxjs';
+import { filter, switchMap } from 'rxjs/operators';
+import { fetchCompanyTaskManagerView, updateCompanyTaskManagerViewFilters, } from '../companyTaskManagerViewReducer';
+export const updateCompanyTaskManagerViewFiltersEpic = (actions$, state$) => actions$.pipe(filter(updateCompanyTaskManagerViewFilters.match), switchMap((action) => {
+    const filters = action.payload.filters;
+    const allCategoriesValid = filters?.categories == null
+        ? true
+        : filters?.categories?.every((category) => category.field != null &&
+            category.values != null &&
+            category.values.length > 0);
+    if (!allCategoriesValid) {
+        return EMPTY;
+    }
+    const { uiState } = state$.value.companyTaskManagerViewState;
+    return of(fetchCompanyTaskManagerView(0, uiState.sortKey, uiState.sortOrder, false, uiState.filterText, filters));
+}));

package/lib/esm/view/companyView/epic/fetchAllCockpitViewsEpic.js

@@ -21,7 +21,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
             fetchReviewCompanyView(),
             fetchCompanyHealthMetricView(),
             fetchCompanyMetaData(),
-            fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false),
+            fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false),
             fetchCompanyHealthMetricConfig(),
         ]);
     }
@@ -74,7 +74,7 @@ export const fetchAllCockpitViewsEpic = (actions$, state$) => actions$.pipe(filt
         }
         if (state.companyTaskManagerViewState.fetchState !== 'In-Progress' &&
             state.companyTaskManagerViewState.hasValidState() === false) {
-            fetchActions.push(fetchCompanyTaskManagerView(null, 'dueDate', 'descending', false));
+            fetchActions.push(fetchCompanyTaskManagerView(0, 'dueDate', 'descending', false));
         }
         return from(fetchActions);
     }

package/lib/esm/view/fileView/epic/deleteFileEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { removeFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { deleteFile, deleteFileFailure, deleteFileSuccess, } from '../fileViewReducer';
-export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match), switchMap((action) => {
+export const deleteFileEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFile.match), mergeMap((action) => {
     /**
      * tenantId is required for deleting onboarding files.
      */

package/lib/esm/view/fileView/epic/deleteFileListEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { removeFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { deleteFileList, deleteFileListFailure, deleteFileListSuccess, } from '../fileViewReducer';
-export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match), switchMap((action) => {
+export const deleteFileListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(deleteFileList.match), mergeMap((action) => {
     const { fileIds } = action.payload;
     return zeniAPI
         .deleteAndGetJSON(`${zeniAPI.apiEndPoints.fileMicroServiceBaseUrl}/1.0/files?query=${encodeURIComponent(JSON.stringify({ file_ids: fileIds }))}`)

package/lib/esm/view/fileView/epic/updateFileNameEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { updateFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { updateFileName, updateFileNameFailure, updateFileNameSuccess, } from '../fileViewReducer';
-export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), switchMap((action) => {
+export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), mergeMap((action) => {
     /**
      * tenantId is required for updating onboarding file names.
      */

package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js

@@ -0,0 +1,42 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusFailure, fetchAiAgentsActivationStatusSuccess, } from '../../onboardingCustomerViewReducer';
+const toPhaseStatus = (raw) => {
+    if (raw === 'idle' ||
+        raw === 'starting' ||
+        raw === 'building' ||
+        raw === 'ready') {
+        return raw;
+    }
+    return 'idle';
+};
+const toPhase = (row) => ({
+    key: row.key,
+    status: toPhaseStatus(row.status),
+    startedAt: row.started_at,
+    completedAt: row.completed_at,
+});
+const toCounts = (payload) => ({
+    customerCount: payload?.customer_count ?? 0,
+    glAccountCount: payload?.gl_account_count ?? 0,
+    targetTransactionCount: payload?.target_transaction_count ?? 0,
+    transactionCount: payload?.transaction_count ?? 0,
+    vendorCount: payload?.vendor_count ?? 0,
+});
+export const fetchAiAgentsActivationStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchAiAgentsActivationStatus.match), mergeMap(() => {
+    const url = `${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/ai-agents-activation/status`;
+    return zeniAPI
+        .getJSON(url)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const phases = (response.data.phases ?? []).map(toPhase);
+            return of(fetchAiAgentsActivationStatusSuccess({
+                phases,
+                counts: toCounts(response.data.counts),
+            }));
+        }
+        return of(fetchAiAgentsActivationStatusFailure(response.status));
+    }), catchError((error) => of(fetchAiAgentsActivationStatusFailure(createZeniAPIStatus('Unexpected Error', 'fetchAiAgentsActivationStatus errored out ' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js

@@ -0,0 +1,29 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedFailure, acknowledgeOnboardingAiActivationViewedSuccess, } from '../../onboardingCustomerViewReducer';
+export const acknowledgeOnboardingAiActivationViewedEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(acknowledgeOnboardingAiActivationViewed.match), mergeMap((action) => {
+    const { companyId } = action.payload;
+    const payload = {
+        is_onboarding_ai_activation_viewed: true,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const actions = [
+                updateCompanies({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                acknowledgeOnboardingAiActivationViewedSuccess(),
+            ];
+            return from(actions);
+        }
+        return of(acknowledgeOnboardingAiActivationViewedFailure(response.status));
+    }), 
+    // Best-effort — failure is silent; cascade just runs again next visit.
+    catchError((error) => of(acknowledgeOnboardingAiActivationViewedFailure(createZeniAPIStatus('Unexpected Error', 'Acknowledge - Onboarding AI Activation Viewed errored out' +
+        JSON.stringify(error))))));
+}));

package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js

@@ -0,0 +1,40 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { updateCompanies } from '../../../../../entity/company/companyReducer';
+import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
+import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
+import { acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiFinanceTeamSuccess, } from '../../onboardingCustomerViewReducer';
+export const acknowledgeOnboardingAiFinanceTeamEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(acknowledgeOnboardingAiFinanceTeam.match), mergeMap((action) => {
+    const { companyId } = action.payload;
+    const payload = {
+        is_onboarding_ai_finance_team_acknowledged: true,
+    };
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const actions = [
+                updateCompanies({
+                    payload: response.data.companies,
+                    schema: {},
+                }),
+                acknowledgeOnboardingAiFinanceTeamSuccess(),
+            ];
+            return from(actions);
+        }
+        else {
+            return of(openSnackbar({
+                messageSection: 'onboarding_customer_view_complete',
+                messageText: 'failed',
+                type: 'error',
+                variables: [
+                    {
+                        variableName: '_api-error_',
+                        variableValue: response.status.message,
+                    },
+                ],
+            }), acknowledgeOnboardingAiFinanceTeamFailure(response.status));
+        }
+    }), catchError((error) => of(acknowledgeOnboardingAiFinanceTeamFailure(createZeniAPIStatus('Unexpected Error', 'Acknowledge - Onboarding AI Finance Team errored out' +
+        JSON.stringify(error))))));
+}));

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

@@ -1,5 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
+import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -9,61 +11,31 @@ export const initialState = {
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
     currentStep: 'link_payment_account',
+    parsingDocumentFileIds: [],
     companyDetails: {
+        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: {
-        Officer_1: {
+    companyOfficerUpdateStatus: (() => {
+        const emptyOfficerSlot = {
+            autoFilledFields: [],
             localData: undefined,
             sendOtpStatus: initialStatus,
             otpverificationStatus: initialStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-    },
+        };
+        return {
+            Officer_1: { ...emptyOfficerSlot },
+            Officer_2: { ...emptyOfficerSlot },
+            Officer_3: { ...emptyOfficerSlot },
+            Officer_4: { ...emptyOfficerSlot },
+            Officer_5: { ...emptyOfficerSlot },
+            Officer_6: { ...emptyOfficerSlot },
+            Officer_7: { ...emptyOfficerSlot },
+            Officer_8: { ...emptyOfficerSlot },
+            Officer_9: { ...emptyOfficerSlot },
+            Officer_10: { ...emptyOfficerSlot },
+        };
+    })(),
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -91,6 +63,7 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -180,6 +153,126 @@ const onboardingCustomerView = createSlice({
                 };
             },
         },
+        acknowledgeOnboardingAiFinanceTeam: {
+            reducer(draft) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
+            draft.aiFinanceTeamAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiFinanceTeamFailure: {
+            reducer(draft, action) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewed: {
+            reducer(draft) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewedSuccess(draft) {
+            draft.aiActivationViewedAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiActivationViewedFailure: {
+            reducer(draft, action) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        fetchAiAgentsActivationStatus(draft) {
+            draft.aiAgentsActivation.fetchStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchAiAgentsActivationStatusSuccess: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                draft.aiAgentsActivation.phases = action.payload.phases;
+                draft.aiAgentsActivation.counts = action.payload.counts;
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        fetchAiAgentsActivationStatusFailure: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return { payload: error };
+            },
+        },
+        aiAgentsActivationCountsUpdated: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.counts = {
+                    ...draft.aiAgentsActivation.counts,
+                    ...action.payload,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        aiAgentsActivationPhaseChanged: {
+            reducer(draft, action) {
+                const target = draft.aiAgentsActivation.phases;
+                const index = target.findIndex((phase) => phase.key === action.payload.key);
+                if (index === -1) {
+                    target.push(action.payload);
+                }
+                else {
+                    target[index] = { ...target[index], ...action.payload };
+                }
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -592,7 +685,81 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
+        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
+        applyKycDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
+                const slot = draft.companyOfficerUpdateStatus[officerType];
+                slot.localData = Object.assign({}, slot.localData, values);
+                slot.autoFilledFields = Array.from(new Set([...slot.autoFilledFields, ...autoFilledFieldNames]));
+                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Merge AI-parsed company fields into companyDetails onboarding localData. */
+        applyKybDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames, fileId } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                const prev = draft.companyDetails.autoFilledFields ?? [];
+                draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
+                draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Wipe AI-autofill badges during onboarding. */
+        clearKycKybAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { officerType } = action.payload;
+                if (officerType != null) {
+                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
+                }
+                else {
+                    draft.companyDetails.autoFilledFields = [];
+                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
+                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
+                    });
+                }
+            },
+            prepare(payload = {}) {
+                return { payload };
+            },
+        },
+    },
+    extraReducers: (builder) => {
+        const addParsingFileId = (draft, fileId) => {
+            if (!draft.parsingDocumentFileIds.includes(fileId)) {
+                draft.parsingDocumentFileIds.push(fileId);
+            }
+        };
+        const removeParsingFileId = (draft, fileId) => {
+            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds.filter((id) => id !== fileId);
+        };
+        builder.addCase(parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

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

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

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

@@ -26,3 +26,15 @@ export const ALL_ONBOARDING_STEPS = [
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
+export const emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+export const emptyAiAgentsActivationSubview = {
+    counts: emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};