@zeniai/client-epic-state 5.1.10 → 5.1.11-betaAY1

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

@@ -1,9 +1,12 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentSubStep = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatusFailure = exports.fetchAiAgentsActivationStatusSuccess = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiActivationViewedFailure = exports.acknowledgeOnboardingAiActivationViewedSuccess = exports.acknowledgeOnboardingAiActivationViewed = exports.acknowledgeOnboardingAiFinanceTeamFailure = exports.acknowledgeOnboardingAiFinanceTeamSuccess = exports.acknowledgeOnboardingAiFinanceTeam = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../../zeniDayJS");
+const kycKybAutofillActions_1 = require("../../spendManagement/commonSetup/kycKybAutofillActions");
+const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -12,62 +15,33 @@ exports.initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'link_payment_account',
+    currentStep: 'setup_billing',
+    currentSubStep: 'default',
+    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,
@@ -95,6 +69,7 @@ exports.initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...onboardingCustomerViewState_1.emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -147,6 +122,9 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         updateCurrentStep(draft, action) {
             draft.currentStep = action.payload.step;
         },
+        updateCurrentSubStep(draft, action) {
+            draft.currentSubStep = action.payload.subStep;
+        },
         updateOnboardingCustomerViewAccountDetails: {
             prepare(paymentAccountIds, subscriptionPaymentAccountIds) {
                 return { payload: { paymentAccountIds, subscriptionPaymentAccountIds } };
@@ -184,6 +162,126 @@ const onboardingCustomerView = (0, toolkit_1.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 = {
@@ -596,7 +694,82 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, exports.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) => {
+            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds ?? [];
+            if (!draft.parsingDocumentFileIds.includes(fileId)) {
+                draft.parsingDocumentFileIds.push(fileId);
+            }
+        };
+        const removeParsingFileId = (draft, fileId) => {
+            draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
+        };
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
+_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.acknowledgeOnboardingAiFinanceTeam = _a.acknowledgeOnboardingAiFinanceTeam, exports.acknowledgeOnboardingAiFinanceTeamSuccess = _a.acknowledgeOnboardingAiFinanceTeamSuccess, exports.acknowledgeOnboardingAiFinanceTeamFailure = _a.acknowledgeOnboardingAiFinanceTeamFailure, exports.acknowledgeOnboardingAiActivationViewed = _a.acknowledgeOnboardingAiActivationViewed, exports.acknowledgeOnboardingAiActivationViewedSuccess = _a.acknowledgeOnboardingAiActivationViewedSuccess, exports.acknowledgeOnboardingAiActivationViewedFailure = _a.acknowledgeOnboardingAiActivationViewedFailure, exports.fetchAiAgentsActivationStatus = _a.fetchAiAgentsActivationStatus, exports.fetchAiAgentsActivationStatusSuccess = _a.fetchAiAgentsActivationStatusSuccess, exports.fetchAiAgentsActivationStatusFailure = _a.fetchAiAgentsActivationStatusFailure, exports.aiAgentsActivationCountsUpdated = _a.aiAgentsActivationCountsUpdated, exports.aiAgentsActivationPhaseChanged = _a.aiAgentsActivationPhaseChanged, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateCurrentSubStep = _a.updateCurrentSubStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView, exports.applyKycDocumentAutofillForOnboarding = _a.applyKycDocumentAutofillForOnboarding, exports.applyKybDocumentAutofillForOnboarding = _a.applyKybDocumentAutofillForOnboarding, exports.clearKycKybAutofillForOnboarding = _a.clearKycKybAutofillForOnboarding;
 exports.default = onboardingCustomerView.reducer;

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts

@@ -15,7 +15,7 @@ import { CompanyView } from '../../companyView/types/companyView';
 import { CompanyDetails, CompanyOfficersDetails } from '../../spendManagement/commonSetup/setupViewSelector';
 import { CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationSubview, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
 export interface OnboardingCustomerView {
     allNationalityCountries: Country[];
     allRequiredStepsCompleted: boolean;
@@ -25,9 +25,11 @@ export interface OnboardingCustomerView {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
     completedSteps: OnboardingStep[];
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     fetchStatus: FetchStateAndError;
     halfCompletedSteps: OnboardingStep[];
     isInterimEmailSent: boolean;
+    parsingDocumentFileIds: ID[];
     paymentAccountFetchStatus: FetchStateAndError;
     paymentAccountUpdateStatus: FetchStateAndError;
     pendingSaveDetails: {
@@ -55,3 +57,6 @@ export declare const onboardingStepsData: (isValidConnection: boolean, productSe
 };
 export declare function isCompanyDetailsSavePending(fileState: FileState, company?: CompanyView, primaryContact?: User, companyDetailsLocalData?: CompanyDetails): boolean;
 export declare const getProductSettingsString: (productSettings: TenantProductSettings | undefined) => string;
+export declare const getAiAgentsActivationSubview: (state: RootState) => AiAgentsActivationSubview;
+export declare const getAiAgentsActivationPhases: (state: RootState) => AiAgentsActivationPhase[];
+export declare const getAiAgentsActivationCounts: (state: RootState) => AiAgentsActivationCounts;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getProductSettingsString = exports.onboardingStepsData = void 0;
+exports.getAiAgentsActivationCounts = exports.getAiAgentsActivationPhases = exports.getAiAgentsActivationSubview = exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
 exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
@@ -17,7 +17,7 @@ const setupViewSelector_1 = require("../../spendManagement/commonSetup/setupView
 const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 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, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -60,6 +60,7 @@ function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -79,7 +80,7 @@ function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('link_payment_account');
+        completedSteps.push('setup_billing');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -90,24 +91,25 @@ function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('link_payment_account');
+        halfCompletedSteps.push('setup_billing');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('qbo_connection');
+        completedSteps.push('connect_ledger');
     }
-    if (companyDetails.localData != null &&
+    const isCompanyDetailsDone = companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
-        completedSteps.push('company_details');
-    }
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    if (companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
-        completedSteps.push('company_officer');
+    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
+    // The verification step (single sidebar step) is only "complete" once both
+    // the company-officer and company-details sub-steps are fully filled in.
+    if (isCompanyDetailsDone && isOfficerDone) {
+        completedSteps.push('verification');
     }
     const { allStepsData, requiredStepsData } = (0, exports.onboardingStepsData)(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -125,6 +127,7 @@ function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -133,6 +136,7 @@ function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -209,14 +213,20 @@ function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officer
         isPhoneVerified === true);
 }
 const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+    // 3 cohorts:
+    //   - Core-only (banking/cards, no bookkeeping): no ledger, no integrations.
+    //   - Zeni-team-connects-QBO bookkeeping: skip ledger but keep integrations
+    //     so the customer can still wire up Plaid / Stripe / HubSpot / email.
+    //   - Customer-connects-QBO bookkeeping: full 4-step flow.
+    const isCoreOnlyTenant = (productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+        !productSettings.isBookkeepingEnabled;
+    const allStepsData = isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ALL_ZENI_USER_ONBOARDING_STEPS
-        : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
+        : accountingConnectionCreationMode === 'zeni_user'
+            ? onboardingCustomerViewState_1.ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
+            : onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
-            !productSettings.isBookkeepingEnabled)
+        isCoreOnlyTenant
         ? onboardingCustomerViewState_1.ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : onboardingCustomerViewState_1.REQUIRED_ONBOARDING_STEPS;
     return {
@@ -331,3 +341,14 @@ const getProductSettingsString = (productSettings) => {
         .join(',');
 };
 exports.getProductSettingsString = getProductSettingsString;
+const fromActivationView = (state) => 
+// Fall back to the empty subview so state hydrated from an older persisted
+// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
+state.onboardingCustomerViewState.aiAgentsActivation ??
+    onboardingCustomerViewState_1.emptyAiAgentsActivationSubview;
+const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+exports.getAiAgentsActivationSubview = getAiAgentsActivationSubview;
+const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
+exports.getAiAgentsActivationPhases = getAiAgentsActivationPhases;
+const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
+exports.getAiAgentsActivationCounts = getAiAgentsActivationCounts;

package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts

@@ -3,15 +3,19 @@ import { Address } from '../../../entity/address/addressState';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
 import { CompanyDetailsLocalData, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account"];
-export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection"];
-export declare const REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["company_officer", "company_details"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["link_payment_account", "company_officer", "company_details"];
-export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection", "company_officer", "company_details"];
-export declare const ALL_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection", "company_officer", "company_details"];
-export declare const toOnboardingStepType: (v: string) => "company_details" | "company_officer" | "link_payment_account" | "qbo_connection";
+export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing"];
+export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger"];
+export declare const REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["verification"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["setup_billing", "verification"];
+export declare const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS: readonly ["setup_billing", "connect_data_source", "verification"];
+export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger", "connect_data_source", "verification"];
+export declare const ALL_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger", "connect_data_source", "verification"];
+export declare const toOnboardingStepType: (v: string) => "setup_billing" | "connect_ledger" | "verification" | "connect_data_source";
 export type OnboardingStep = ReturnType<typeof toOnboardingStepType>;
+export declare const ALL_ONBOARDING_SUB_STEPS: readonly ["default", "ai-activating", "unlock-stack", "company_officer", "company_details"];
+export declare const toOnboardingSubStepType: (v: string) => "default" | "company_details" | "company_officer" | "ai-activating" | "unlock-stack";
+export type OnboardingSubStep = ReturnType<typeof toOnboardingSubStepType>;
 /**
  * Onboarding Custiner View Local Data - Intefaces
  */
@@ -21,16 +25,33 @@ export interface OnboardingCustomerViewUIState {
     isQBOPopupOpen: boolean;
 }
 export interface OnboardingCustomerViewState extends FetchedState {
+    aiAgentsActivation: AiAgentsActivationSubview;
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} populated by AI autofill
+         * from an uploaded KYB document during onboarding. Drives the ✦ sparkle.
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document during onboarding.
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     dashboardLoadedStatus: FetchStateAndError;
+    /**
+     * File IDs currently being parsed by the AI autofill epic for onboarding.
+     * Drives the "AI is reading your document" overlay on the upload field.
+     */
+    parsingDocumentFileIds: ID[];
     paymentAccountDetails: {
         fetchStatus: FetchStateAndError;
         paymentAccountIds: ID[];
@@ -44,5 +65,29 @@ export interface OnboardingCustomerViewState extends FetchedState {
     subscriptionPaymentAccountIds: ID[];
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
+    aiActivationViewedAcknowledgementStatus?: FetchStateAndError;
+    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     subscriptionBillingAddress?: Address;
 }
+export type AiAgentsActivationPhaseStatus = 'idle' | 'starting' | 'building' | 'ready';
+export interface AiAgentsActivationPhase {
+    key: string;
+    status: AiAgentsActivationPhaseStatus;
+    completedAt?: string;
+    startedAt?: string;
+}
+export interface AiAgentsActivationCounts {
+    customerCount: number;
+    glAccountCount: number;
+    targetTransactionCount: number;
+    transactionCount: number;
+    vendorCount: number;
+    asOf?: string;
+}
+export interface AiAgentsActivationSubview {
+    counts: AiAgentsActivationCounts;
+    fetchStatus: FetchStateAndError;
+    phases: AiAgentsActivationPhase[];
+}
+export declare const emptyAiAgentsActivationCounts: AiAgentsActivationCounts;
+export declare const emptyAiAgentsActivationSubview: AiAgentsActivationSubview;