@zeniai/client-epic-state 5.0.92 → 5.0.93-beta0ND

package/lib/esm/reducer.js

@@ -11,6 +11,7 @@ import billTransaction, { initialState as initialBillTransactionState, } from '.
 import contact, { initialState as initialContactState, } from './entity/billPay/contact/contactReducer';
 import recurringBill, { initialState as initialRecurringBillState, } from './entity/billPay/recurringBills/recurringBillsReducer';
 import cardPayment, { initialState as initialCardPaymentState, } from './entity/cardPayment/cardPaymentReducer';
+import cardPolicy, { initialState as initialCardPolicyState, } from './entity/cardPolicy/cardPolicyReducer';
 import chargeCard, { initialState as initialChargeCardState, } from './entity/chargeCard/chargeCardReducer';
 import chargeCardRepayment, { initialState as initialChargeCardRepaymentState, } from './entity/chargeCardRepayment/chargeCardRepaymentReducer';
 import chargeCardTransaction, { initialState as initialChargeCardTransactionState, } from './entity/chargeCardTransaction/chargeCardTransactionReducer';
@@ -84,6 +85,9 @@ import bankAccountView, { initialState as initialBankAccountView, } from './view
 import billPayCard, { initialState as initialBillPayCardState, } from './view/billPayCard/billPayCardReducer';
 import cardBalance, { initialState as initialCardBalanceState, } from './view/cardBalance/cardBalanceReducer';
 import cardPaymentView, { initialState as initialCardPaymentViewState, } from './view/cardPayment/cardPaymentViewReducer';
+import cardPolicyDetail, { initialState as initialCardPolicyDetailState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer';
+import cardPolicyList, { initialState as initialCardPolicyListState, } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer';
+import createCardPolicy, { initialState as initialCreateCardPolicyState, } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer';
 import cashBalance, { initialState as initialCashBalanceState, } from './view/cashBalance/cashBalanceReducer';
 import cashFlow, { initialState as initialCashFlowState, } from './view/cashFlow/cashFlowReducer';
 import cashInCashOut, { initialState as initialCashInCashOutState, } from './view/cashInCashOut/cashInCashOutReducer';
@@ -238,6 +242,7 @@ const initialEntitiesState = {
     bankAccountState: initialBankAccountState,
     billTransactionState: initialBillTransactionState,
     cardPaymentState: initialCardPaymentState,
+    cardPolicyState: initialCardPolicyState,
     chargeCardState: initialChargeCardState,
     chargeCardRepaymentState: initialChargeCardRepaymentState,
     chargeCardTransactionState: initialChargeCardTransactionState,
@@ -322,6 +327,8 @@ const initialViewsState = {
     billsBulkActionViewState: initialBillsBulkActionViewState,
     cardBalanceState: initialCardBalanceState,
     cardPaymentViewState: initialCardPaymentViewState,
+    cardPolicyDetailState: initialCardPolicyDetailState,
+    cardPolicyListState: initialCardPolicyListState,
     cardUserOnboardingState: initialCardUserOnboardingState,
     cashbackDetailState: initialCashbackDetailState,
     cashBalanceState: initialCashBalanceState,
@@ -345,6 +352,7 @@ const initialViewsState = {
     companyTaskManagerViewState: initialCompanyTaskManagerViewState,
     companyViewState: initialCompanyViewState,
     countryListState: initialCountryListState,
+    createCardPolicyState: initialCreateCardPolicyState,
     creditAgentEntityState: initialCreditAgentEntityState,
     creditAgentViewState: initialCreditAgentViewState,
     dashboardLayoutState: initialDashboardLayoutState,
@@ -475,6 +483,7 @@ const entityReducers = {
     billPayConfigState: billPayConfig,
     billTransactionState: billTransaction,
     cardPaymentState: cardPayment,
+    cardPolicyState: cardPolicy,
     chargeCardState: chargeCard,
     chargeCardRepaymentState: chargeCardRepayment,
     chargeCardTransactionState: chargeCardTransaction,
@@ -558,6 +567,8 @@ const viewReducers = {
     billsBulkActionViewState: billsBulkActionView,
     cardBalanceState: cardBalance,
     cardPaymentViewState: cardPaymentView,
+    cardPolicyDetailState: cardPolicyDetail,
+    cardPolicyListState: cardPolicyList,
     cardUserOnboardingState: cardUserOnboarding,
     cashbackDetailState: cashbackDetail,
     cashBalanceState: cashBalance,
@@ -581,6 +592,7 @@ const viewReducers = {
     companyTaskManagerViewState: companyTaskManagerView,
     companyViewState: companyView,
     countryListState: countryList,
+    createCardPolicyState: createCardPolicy,
     creditAgentEntityState: creditAgentEntity,
     creditAgentViewState: creditAgentView,
     dashboardState: dashboard,

package/lib/esm/view/aiCfoView/aiCfoViewReducer.js

@@ -188,8 +188,10 @@ const aiCfoView = createSlice({
                 draft.createSessionState.fetchState = 'In-Progress';
                 draft.createSessionState.error = undefined;
             },
-            prepare(agentId, userId, contextRefId, contextType) {
-                return { payload: { agentId, contextRefId, contextType, userId } };
+            prepare(agentId, userId, contextRefId, contextType, pageContext) {
+                return {
+                    payload: { agentId, contextRefId, contextType, pageContext, userId },
+                };
             },
         },
         createSessionSuccess(draft, action) {
@@ -220,7 +222,7 @@ const aiCfoView = createSlice({
                 draft.createSessionAndSubmitState.fetchState = 'In-Progress';
                 draft.createSessionAndSubmitState.error = undefined;
             },
-            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files) {
+            prepare(agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext) {
                 return {
                     payload: {
                         agentId,
@@ -230,6 +232,7 @@ const aiCfoView = createSlice({
                         createdAt,
                         question,
                         files,
+                        pageContext,
                     },
                 };
             },

package/lib/esm/view/aiCfoView/epics/createSessionAndSubmitEpic.js

@@ -66,8 +66,11 @@ function waitForChannelSubscription(pusherInstance, channelName, timeoutMs = 500
     }));
 }
 export const createSessionAndSubmitEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(createSessionAndSubmit.match), switchMap((action) => {
-    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, } = action.payload;
-    const payload = { agent_id: agentId };
+    const { agentId, userId, questionAnswerId, questionId, createdAt, question, files, pageContext, } = action.payload;
+    const payload = {
+        agent_id: agentId,
+        ...(pageContext != null && { page_context: pageContext }),
+    };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)
         .pipe(mergeMap((response) => {

package/lib/esm/view/aiCfoView/epics/createSessionEpic.js

@@ -5,11 +5,12 @@ import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload
 import { date as zeniDate } from '../../../zeniDayJS';
 import { createSession, createSessionFailure, createSessionSuccess, } from '../aiCfoViewReducer';
 export const createSessionEpic = (actions$, _, zeniAPI) => actions$.pipe(filter(createSession.match), switchMap((action) => {
-    const { agentId, contextRefId, contextType, userId } = action.payload;
+    const { agentId, contextRefId, contextType, pageContext, userId } = action.payload;
     const payload = {
         agent_id: agentId,
         ...(contextRefId != null && { context_ref_id: contextRefId }),
         ...(contextType != null && { context_type: contextType }),
+        ...(pageContext != null && { page_context: pageContext }),
     };
     return zeniAPI
         .postAndGetJSON(`${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/sessions`, payload)

package/lib/esm/view/aiCfoView/epics/fetchSuggestedQuestionsEpic.js

@@ -2,13 +2,23 @@ import { of } from 'rxjs';
 import { catchError, filter, mergeMap } from 'rxjs/operators';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { fetchSuggestedQuestions, fetchSuggestedQuestionsFailure, fetchSuggestedQuestionsSuccess, } from '../aiCfoViewReducer';
-/** GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=... */
+/**
+ * GET {aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?page_context=...
+ *
+ * Appends `&no_card_created=true` when the action payload sets
+ * `noCardCreated: true` (AI Card Creation flow on the cards list — the tenant
+ * has not yet created any card). Any other value omits the flag entirely so
+ * the existing call sites continue to issue the unchanged request.
+ */
 export const fetchSuggestedQuestionsEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchSuggestedQuestions.match), 
 // mergeMap (not switchMap): each page_context is keyed separately in Redux; switchMap
 // would cancel in-flight HTTP for context A when B is requested, leaving A stuck In-Progress.
 mergeMap((action) => {
-    const { pageContext } = action.payload;
+    const { pageContext, noCardCreated } = action.payload;
     const query = new URLSearchParams({ page_context: pageContext });
+    if (noCardCreated === true) {
+        query.set('no_card_created', 'true');
+    }
     const url = `${zeniAPI.apiEndPoints.aiCfoMicroServiceBaseUrl}/1.0/suggested-questions?${query.toString()}`;
     return zeniAPI.getJSON(url).pipe(mergeMap((response) => {
         if (isSuccessResponse(response) && response.data != null) {

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;