@zeniai/client-epic-state 5.0.95-beta1ND → 5.0.95-betaML1

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

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

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

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

package/lib/esm/view/transactionDetail/epics/initializeTransactionDetailLocalDataEpic.js

@@ -2,6 +2,7 @@ import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
 import { getUncategorizedAccounts } from '../../accountList/accountListSelector';
+import { cancelEntityRecommendationsForLineUpdate } from '../../recommendation/recommendationReducer';
 import { toTransactionDetailLocalData } from '../transactionDetailLocalDataHelper';
 import { clearTransactionDetailLocalData, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, } from '../transactionDetailReducer';
 import { getTransactionDetailKey } from '../transactionDetailState';
@@ -14,6 +15,12 @@ export const initializeTransactionDetailLocalDataEpic = (actions$, state$) => ac
     if (detail != null) {
         const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
         const localData = toTransactionDetailLocalData(detail, vendorId, uncategorizedIncomeExpense);
+        // Cancel any in-flight line-update recommendations fetch for
+        // this transaction BEFORE the clear+restore writes land. The
+        // shared epic's takeUntil observes this action and unsubscribes
+        // the HTTP stream, preventing a stale response from being
+        // applied to the freshly-restored local data.
+        fetchActions.push(cancelEntityRecommendationsForLineUpdate(transactionId));
         fetchActions.push(clearTransactionDetailLocalData({ transactionId }));
         fetchActions.push(saveTransactionDetailLocalData({
             transactionId,

package/lib/esm/view/transactionDetail/transactionDetailReducer.js

@@ -1,6 +1,9 @@
 import { createSlice } from '@reduxjs/toolkit';
 import recordGet from 'lodash/get';
 import { toEntityType, } from '../../entity/genericEntity/entity';
+import { isCustomerTransaction } from '../../entity/transaction/stateTypes/customerTransaction';
+import { isVendorTransaction } from '../../entity/transaction/stateTypes/vendorTransaction';
+import { getLineIdsWhereEntityStillMatches } from '../recommendation/recommendationStaleResponseHelper';
 import { removeEntityRecommendationForLineIdInLocalData, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsLocalDataIsUpdateAllChecked, toSetAllLineItemsToCategoryClass, toSetAllLineItemsToVendor, toUpdateLineItemsOriginalCategoryClass, toUpdateLineItemsToOriginalVendor, } from './transactionDetailLocalDataHelper';
 import { getTransactionDetailKey, initialSupportedTransactionDetail, } from './transactionDetailState';
 export const initialState = {
@@ -251,6 +254,17 @@ const transactionDetail = createSlice({
             // captures the snapshot before the epic's start arm runs and would
             // otherwise clobber In-Progress back to undefined). Treat the field as
             // sticky: only let the caller override it when they explicitly set it.
+            //
+            // Note on Cancel: the explicit user-Cancel path NO LONGER relies on
+            // this stickiness to release In-Progress lines. Cancel dispatches
+            // `cancelEntityRecommendationsForLineUpdate` ahead of the
+            // clear+save pair (see initializeTransactionDetailLocalDataEpic);
+            // the shared line-update epic's `takeUntil` catches that action
+            // and unsubscribes the HTTP stream, so no markCompleted /
+            // setEntityRecommendation arm fires for the cancelled fetch.
+            // Stickiness still matters for the BENIGN snapshot-rebuild paths
+            // described above where a fetch is legitimately in flight and
+            // must keep its skeleton until the success/failure arm lands.
             const mergedLineItemById = {};
             Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
                 mergedLineItemById[lineId] = {
@@ -386,10 +400,37 @@ const transactionDetail = createSlice({
                 const key = getTransactionDetailKey(action.payload.transactionId);
                 const detail = recordGet(draft.transactionDetailById, key, undefined);
                 if (detail != null) {
-                    const newLocalData = setEntityRecommendationForLineIdInLocalData(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
+                    // Stale-response guard. If the user has changed their selection
+                    // (or Cancel restored an earlier vendor) between the fetch
+                    // starting and the response landing, the payload entity will
+                    // no longer match what's currently selected on the line(s).
+                    // Apply recommendations only to the still-matching subset of
+                    // lines. Lines that fail the guard still flip to Completed
+                    // below so their inline skeletons resolve. This complements
+                    // the epic-level `takeUntil`: even if a response slips
+                    // through, it can't write recommendations onto unrelated
+                    // selections.
+                    //
+                    // Detail flow: vendor + customer use page-level
+                    // `selectedEntity`; JE / deposit use per-line `lineEntity`.
+                    // Match the same dichotomy used by
+                    // `setEntityRecommendationForLineIdInLocalData`'s
+                    // `checkIfNotJEAndDeposit` test below.
+                    const usesPageLevelEntity = isVendorTransaction(transaction) === true ||
+                        isCustomerTransaction(transaction) === true;
+                    const matchedLineIds = getLineIdsWhereEntityStillMatches({
+                        lineIds,
+                        payloadEntity: action.payload.entity,
+                        getCurrentEntityForLine: (lineId) => usesPageLevelEntity
+                            ? detail.transactionDetailLocalData.selectedEntity
+                            : detail.transactionDetailLocalData.lineItemById[lineId]
+                                ?.lineEntity,
+                    });
+                    const newLocalData = setEntityRecommendationForLineIdInLocalData(transaction, detail.transactionDetailLocalData, action.payload.entity, matchedLineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
                     // Release the per-line fetch flag for every line this fetch
-                    // covered so the inline skeleton resolves and the page-level
-                    // Save button can re-enable.
+                    // covered (matched AND unmatched) so the inline skeleton
+                    // resolves and the page-level Save button can re-enable.
+                    // Unmatched lines are released without recommendation writes.
                     lineIds.forEach((lineId) => {
                         const lineItem = newLocalData.lineItemById[lineId];
                         if (lineItem != null) {

package/lib/index.d.ts

@@ -103,7 +103,6 @@ import { updateCommentsNotifications, updateCommentsNotificationsStatuses } from
 import { NotificationWithAuthors } from './entity/notification/types/notificationSelectorTypes';
 import { Notification, NotificationActivity, NotificationEventData, NotificationMetaData, NotificationUpdates, NotificationValueFormat } from './entity/notification/types/notificationStateTypes';
 import { ExternalNotificationData, NotificationActivityType, NotificationGroup, NotificationIdentifierType, NotificationMode, NotificationStatus, NotificationUpdateValue, toNotificationModeStrict } from './entity/notification/types/notificationTypes';
-import { getPlaidPaymentAccounts } from './entity/paymentAccount/paymentAccountSelector';
 import { Logo, PaymentAccount, VERIFIED_PAYMENT_ACCOUNT_PROVIDER_VERIFICATION_STATUS } from './entity/paymentAccount/paymentAccountState';
 import { PaymentInstrument } from './entity/paymentInstrument/paymentInstrument';
 import { AccountingSummary, Runway } from './entity/portfolio/accountingSummary/accountingSummaryState';
@@ -130,7 +129,7 @@ import { TaskPayload } from './entity/task/taskPayload';
 import { getTaskGroupById } from './entity/taskGroup/taskGroupSelector';
 import { TaskGroupState } from './entity/taskGroup/taskGroupState';
 import { TaskGroupTemplate } from './entity/taskGroupTemplate/taskGroupTemplateState';
-import { DoSignInPayload, clearAll, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, initEmailConnectOAuth, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
+import { DoSignInPayload, clearAll, deleteConnection, doMagicLinkSignIn, doSignIn, doSignOut, fetchActiveTenant, fetchAllTenants, fetchExcludedResources as fetchExcludedResourcesForTenant, fetchExternalConnections as fetchExternalConnectionsForTenant, fetchSubscriptionSummaryForTenant, resendVerifyDeviceOTP, resetSignInState, saveAPIKeyConnection, saveConnectorCredentials, saveExternalConnection as saveExternalConnectionForTenant, saveOAuthConnection, sendEmailMagicLinkToUser, sendSessionHeartbeat, toExternalIntegrationType, toExternalSupportedTool, updateCurrentTenant, updateSignInState, verifyDeviceWithTwoFA } from './entity/tenant/tenantReducer';
 import { CurrentTenant, TenantBaseView, TenantCoreDetailsView, TenantView, TenantsBaseOrdered, TenantsOrdered, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantBaseById, getTenantBaseViewForTenantId, getTenantBaseViewForTenantView, getTenantsBaseByCheckInDateSelector, getTenantsByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, isOtherProductsEnabledForTenant, isTenantBankingOnly, isTenantBookkeepingEnabled, isTenantCardsOnly, isTenantUsingZeniCOA, isZeniDomainTenant, toTenantCoreDetailsView } from './entity/tenant/tenantSelector';
 import { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Connection, LoggedInUser, RoleResource, Tenant, TenantProductSettings } from './entity/tenant/tenantState';
 import { ToastNotificationPayload } from './entity/toastNotification/toastNotificationPayload';
@@ -339,9 +338,9 @@ import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetc
 import { NewOnboardingCustomerLocalData, NewOnboardingCustomerView, OnboardingCockpitView, ProductInfo, getNewOnboardingCustomerView, getOnboardingCockpitView } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
 import { OnboardingCustomerListUIState, QBOConnectionPool } from './view/onboardingView/cockpitView/onboardingCockpitViewState';
 import { CustomerCreationStatus, NewOnboardingCustomer, OnboardingCompanyDetails, OnboardingCustomer, OnboardingCustomerCompletedStatus, ProductGroupType, ProductType, toProductType, toProductTypeStrict } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
-import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
+import { clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
 import { OnboardingCustomerView, getOnboardingCustomerView, getProductSettingsString } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep } from './view/onboardingView/customerView/onboardingCustomerViewState';
+import { OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState } from './view/opEx/opExSelector';
 import { OpExReport, OpExUIStateSelectorView } from './view/opEx/opExSelectorTypes';
@@ -375,7 +374,7 @@ import { ProfitAndLossProjectViewReport } from './view/profitAndLossProjectView/
 import { ProfitAndLossProjectViewUIState } from './view/profitAndLossProjectView/profitAndLossProjectViewState';
 import { fetchProjectList } from './view/projectList/projectListReducer';
 import { ProjectListSelectorView, getProjectList } from './view/projectList/projectListSelector';
-import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
+import { cancelEntityRecommendationsForLineUpdate, fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
 import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
 import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
 import { AmountStatusTypes, InviteCompanyLocalData, ReferralAmountStatus, ReferralInvitation, ReferralListViewSortKey, ReferralStatus, ReferralViewState, ReferralViewUIState, RewardsPlanData, StatusTypes, toReferralListViewSortKeyType } from './view/referralView/referralState';
@@ -485,8 +484,7 @@ import { ActiveChargeCardCount, ActiveDebitCardCount, ActiveDebitCardCountByUser
 import { toIssueChargeCardLocalDataFromDraft } from './view/spendManagement/chargeCards/issueChargeCard/toIssueChargeCardLocalDataFromDraft';
 import { CommonHistoryView, HistoricEvent, HistoricEventUpdate } from './view/spendManagement/commonHistoryView/commonHistory';
 import { ActivityHistorySelectorView } from './view/spendManagement/commonHistoryView/commonHistorySelector';
-import { parseUploadedKybDocument, parseUploadedKycDocument } from './view/spendManagement/commonSetup/kycKybAutofillActions';
-import { applyKybDocumentAutofillForSetup, applyKycDocumentAutofillForSetup, clearKycKybAutofillForSetup, clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
+import { clearSetupViewDataInLocalStore, enableSetup, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveIndustryAndIncDateInLocalStore, saveSetupViewDataInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, updateBusinessVerificationDetails, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData } from './view/spendManagement/commonSetup/setupViewReducer';
 import { BusinessVerificationDetails, CompanyDetails, CompanyOfficersDetails, FundingAccount, SetupView, getBusinessVerificationDetails, getCommonSetupViewDetails } from './view/spendManagement/commonSetup/setupViewSelector';
 import { SetupViewLocalData, SetupViewState } from './view/spendManagement/commonSetup/setupViewState';
 import { COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES, COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY, COMPANY_PURPOSE_OF_ACCOUNT_CODES, COMPANY_SOURCE_OF_FUNDS_CODES, COMPANY_TRANSACTION_VOLUME_CODES, COMPANY_US_NEXUS_TYPE_CODES, CompanyOnboardingIndustryTypeCode, CompanyOnboardingSubIndustryTypeCode, CompanyPurposeOfAccountCode, CompanySourceOfFundsCode, CompanyTransactionVolumeCode, CompanyUsNexusTypeCode, getCompanyOnboardingSubIndustryCodesForIndustry } from './view/spendManagement/commonSetup/types/businessVerification';
@@ -680,7 +678,7 @@ export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePerio
 export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
 export { getNumberOfPeriods };
 export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
-export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, initEmailConnectOAuth, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
+export { CapitalizableAccount, CapitalizableAccounts, CapitalizableClassificationType, CapitalizableMatchPattern, Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
 export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
 export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
 export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
@@ -810,7 +808,7 @@ export { AccountListSelectorView, ClassListSelectorView, getClassList, fetchClas
 export { BillTab, BillsSubTabType, SaveBillStageCode, BillPayReviewSelectorView, DuplicateBillsSelectorView, EditBillDetailSelectorView, LineItemRecommendationsLocalData, EditBillInitialDetails, BillableStatus, PaymentDetailsSection, BillListReport, BillListDownloadReport, WhatForSection, fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, BillDetailViewSelector, ActorActivityWithUser, BillActivity, StepWithStatus, getBillDetailView, checkApproveRejectBtnShowForBill, BillDetailView, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, EditBillDetail, EditBillDetailViewState, getEditBillDetail, getReviewPageBillDetail, BillDetailLocalData, PaymentDetailsSectionView, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, BillPaymentStatus, BillPaymentStatusCodeType, BillPaymentRefundStatus, BillPaymentRefundStatusCodeType, BillStatus, BillStatusCodeType, BillApprovalType, updateBillListUIState, BillListUIState, BillPayViewSortKey, BillPayFilters, BillPayFilterCategory, BillListViewFilterCategoryField, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, PaymentToOption, toPaymentToOption, convertAmountToHomeCurrency, RecurringBillInstance, RecurringBillConfigLocalData, EditRecurringBillType, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
 export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, };
 export { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters, };
-export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, parseUploadedKycDocument, parseUploadedKybDocument, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getPlaidPaymentAccounts, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
+export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
 export { BankConnectionsSetupView, IntegrationsView, getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
 export { fetchUserFinancialAccount };
 export { getUserFinancialAccount, UserFinancialAccountSelectorView };
@@ -850,7 +848,7 @@ export { Filing1099TinType };
 export { BillPayCardReport };
 export { ReimbursementCardReport };
 export { VendorListViewSortKey, VendorViewUIState, VendorListSelectorView, VendorListQuery, getVendorList, VendorListView, updateSortUiState, updatePageToken, updateYTDSelectionUIState, VendorListViewYTDSpendSortKey, isColumnYTDSpend, isVendorsTabVisible, VendorViewType, VendorReportIDType, toVendorReportIDType, VendorFiling1099ListSelectorView, getVendorFiling1099List, VendorFiling1099ListViewSortKey, VendorFiling1099ViewUIState, VendorFiling1099DownloadData, fetchVendorsFiling1099Download, Type1099Download, VendorFiling1099DownloadDataForType, };
-export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
+export { cancelEntityRecommendationsForLineUpdate, fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
 export type { FetchEntityRecommendationsForLineUpdatePayload, RecommendationLineUpdateFlowType, } from './view/recommendation/recommendationReducer';
 export { fetchOwnerList };
 export { ZeniAccountsConfigSelectorView, getZeniAccountsConfigDetail, ZeniAccountListSelectorView, getZeniAccountList, fetchZeniAccountList, fetchAccountList, DepositAccount, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, DepositAccountDetailSelectorView, DepositAccountListSelectorView, getAllDepositAccounts, getDepositAccountDetailForPDF, DepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, AccountHistoryWithBalances, TransferDetailLocalData, ReviewTransferDetail, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, TransferDetailSelectorView, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, DepositAccountTransaction, DepositAccountWithAutoTransferRules, DepositTransactionStatusCode, DepositTransactionStatus, CheckDepositLocalData, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, CheckDepositSelectorView, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, DepositAccountUpdateType, ZeniAccountSummaryWithBalance, fetchZeniAccStatementPage, getZeniAccStatements, ZeniAccStatementsSelectorView, ZeniAccountPaymentMethod, };
@@ -864,7 +862,7 @@ export { CountryWithCurrency };
 export { fetchCompanyConfig };
 export { getCompanyConfig };
 export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
-export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, };
+export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, };
 export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, AccountMappingLocalData, AccountMappingView, VendorAccountMappingView, getAccountMappingView, initializeAccountMappingView, ExpenseCategory1099Filing, };
 export { MagicLinkView, getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
 export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };
@@ -977,5 +975,3 @@ export { UserGroup } from './entity/userGroups/userGroupsState';
 export { SessionManager } from './entity/tenant/SessionManager';
 export type { SessionCallbacks, SessionConfig, } from './entity/tenant/sessionTypes';
 export { DEFAULT_SESSION_CONFIG } from './entity/tenant/sessionTypes';
-export type { KybProvidedDocumentType, KycKybAutofillTarget, KycKybProvidedDocumentType, KycProvidedDocumentType, KycSelectDocumentType, } from './view/spendManagement/commonSetup/types/kycKybAutofill';
-export { toKycProvidedDocumentType, toKycProvidedDocumentTypeFromAllowed, } from './view/spendManagement/commonSetup/types/kycKybAutofill';