@zeniai/client-epic-state 5.1.13-betaAY0 → 5.1.14

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

@@ -18,7 +18,7 @@ import { getOnboardingCustomerView } from '../../onboardingCustomerViewSelector'
 export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateOnboardingCustomerView.match), mergeMap((action) => {
     const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
     const { onboardingCustomerViewState } = state$.value;
-    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
+    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, } = onboardingCustomerViewState;
     const companyLocalData = companyDetails.localData;
     const primaryContactLocalData = primaryContactDetails.localData;
     let companyOfficerLocalData;
@@ -52,12 +52,8 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
             Boolean(companyOfficerLocalData.email) === true // Don't save Empty Company Officer details
             ? toBusinessVerificationOfficerDataPayload(companyOfficerLocalData, false, companyOfficerAddressToCreate)
             : {};
-        // Verification step has two sub-steps that share currentStep but save
-        // different payloads — currentSubStep is the source of truth here.
-        const isOfficerSave = currentStep === 'verification' &&
-            currentSubStep === 'company_officer';
         if (isBillingAddressUpdate === false) {
-            if (isOfficerSave) {
+            if (currentStep === 'company_officer') {
                 payload = {
                     company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
                     company_officer,
@@ -70,11 +66,6 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
                 };
             }
         }
-        const section = isBillingAddressUpdate === true
-            ? 'setup_billing'
-            : isOfficerSave
-                ? 'company_officer'
-                : 'company_details';
         const messageSectionMapper = {
             company_officer: {
                 sendForVerification: 'onboarding_customer_identity_verification_submit',
@@ -84,20 +75,23 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
                 sendForVerification: 'onboarding_customer_business_verification_submit',
                 save: 'onboarding_customer_business_verification_save',
             },
-            setup_billing: {
+            link_payment_account: {
                 save: 'billing_address_view',
                 sendForVerification: 'billing_address_view',
             },
         };
         let messageSection;
         if (isBillingAddressUpdate === true) {
-            messageSection = messageSectionMapper[section].save;
-        }
-        else if (sendForVerification === true) {
-            messageSection = messageSectionMapper[section].sendForVerification;
+            messageSection = messageSectionMapper[currentStep].save;
         }
         else {
-            messageSection = messageSectionMapper[section].save;
+            if (sendForVerification === true) {
+                messageSection =
+                    messageSectionMapper[currentStep].sendForVerification;
+            }
+            else {
+                messageSection = messageSectionMapper[currentStep].save;
+            }
         }
         return zeniAPI
             .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
@@ -120,18 +114,18 @@ export const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => a
                 const externalConnections = currentTenant.externalConnections;
                 const isQBOConnection = externalConnections?.accounting?.some((connection) => connection.connectionName.match(/quickbooks/i)) ?? false;
                 const { allSteps } = getOnboardingCustomerView(state$.value, companyId);
-                if (currentStep === 'setup_billing') {
+                if (currentStep === 'link_payment_account') {
                     if (isQBOConnection === true &&
-                        allSteps.includes('connect_ledger')) {
-                        actions.push(updateCurrentStep({ step: 'connect_ledger' }));
+                        allSteps.includes('qbo_connection')) {
+                        actions.push(updateCurrentStep({ step: 'qbo_connection' }));
                     }
                     else {
-                        actions.push(updateCurrentStep({ step: 'verification' }));
+                        actions.push(updateCurrentStep({ step: 'company_officer' }));
                     }
                 }
-                // The officer→details transition is now a sub-step change
-                // handled by the page (currentSubStep dispatch). No
-                // currentStep update needed for that traversal anymore.
+                if (currentStep === 'company_officer') {
+                    actions.push(updateCurrentStep({ step: 'company_details' }));
+                }
                 actions.push(updateOnboardingCustomerViewLocalStoreData({
                     companyId: response.data.companies[0].company_id,
                     currentStep,

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

@@ -12,11 +12,11 @@ import { newAddressInLocalStore, resetNewAddressesInLocalStore, } from '../../..
 import { toAddressViewLocalData } from '../../../../addressView/toAddressViewLocalData';
 import { getCompanyView } from '../../../../companyView/selectorHelpers/getCompanyView';
 import { toSetupViewLocalData } from '../../../../spendManagement/commonSetup/epic/setup/updateSetupViewLocalStoreDataEpic';
-import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewLocalStoreData, } from '../../onboardingCustomerViewReducer';
-import { onboardingStepsData } from '../../onboardingCustomerViewSelector';
+import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerViewLocalStoreData, } from '../../onboardingCustomerViewReducer';
+import { isOfficerDetailsCompleted, onboardingStepsData, } from '../../onboardingCustomerViewSelector';
 export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => actions$.pipe(filter(updateOnboardingCustomerViewLocalStoreData.match), mergeMap((action) => {
     const { companyId, currentStep, reCalculateCurrentStep } = action.payload;
-    const { companyState, companyViewState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
+    const { companyState, companyViewState, fileState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
     const { subscriptionPaymentAccountIds } = onboardingCustomerViewState;
     const subscriptionIDs = recordGet(companyViewState.passportView.subscriptionIDsByCompanyID, companyId, undefined);
     const companyView = getCompanyView(state$.value, companyId, subscriptionIDs ?? []);
@@ -36,12 +36,7 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
         const onboardingCustomerViewLocalData = toOnboardingCustomerViewLocalData(company, companyOfficers, companyOfficerRoles, primaryContact);
         const { companyDetails, officers, primaryContactDetails } = onboardingCustomerViewLocalData;
         let updatedCompanyDetails = companyDetails;
-        // After an officer sub-step save inside the verification step, propagate
-        // the latest syncToken into the cached company-details local data so the
-        // user's next details-save doesn't 409.
-        const isOfficerSave = currentStep === 'verification' &&
-            onboardingCustomerViewState.currentSubStep === 'company_officer';
-        if (isOfficerSave &&
+        if (currentStep === 'company_officer' &&
             onboardingCustomerViewState.companyDetails.localData != null) {
             const { companyInfo } = company;
             const { syncToken } = companyInfo;
@@ -50,7 +45,7 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
                 syncToken,
             };
         }
-        let updatedCurrentStep = 'setup_billing';
+        let updatedCurrentStep = 'link_payment_account';
         let subscriptionPaymentAccount;
         const { companyOnboardingInfo } = company;
         const accountingConnectionCreationMode = companyOnboardingInfo?.onboardingInfo
@@ -77,17 +72,18 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
                 cardPaymentViewState.cardPaymentsIds.length > 0) &&
                 companyView?.company.company.companyOnboardingInfo
                     .subscriptionBillingAddressId != null) {
-                updatedCurrentStep = 'connect_ledger';
-                const isOnboardingAiActivationViewed = companyOnboardingInfo?.onboardingInfo
-                    ?.onboardingAiActivationInfo?.isOnboardingAiActivationViewed ??
-                    false;
-                // Past the ledger step we always sit on connect_data_source —
-                // it has many integrations, so we treat it as never auto-complete
-                // and only advance to verification on an explicit user dispatch.
-                // While the AI activation interstitial hasn't been viewed yet,
-                // stay on connect_ledger so the interstitial gets its chance.
-                if (isValidConnection && isOnboardingAiActivationViewed) {
-                    updatedCurrentStep = 'connect_data_source';
+                updatedCurrentStep = 'qbo_connection';
+                if (isValidConnection) {
+                    updatedCurrentStep = 'company_officer';
+                    let officerIndex = companyOfficers.length > 0
+                        ? officers.findIndex((officer) => officer?.isSelectedForVerification === true)
+                        : 0;
+                    if (officerIndex === -1) {
+                        officerIndex = 0;
+                    }
+                    if (isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officers[officerIndex], fileState)) {
+                        updatedCurrentStep = 'company_details';
+                    }
                 }
             }
         }
@@ -109,14 +105,6 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
         }
         if (reCalculateCurrentStep === true) {
             fetchActions.push(updateCurrentStep({ step: updatedCurrentStep }));
-            // Whenever the recalc lands the user on a different step, reset
-            // the sub-step to the step's landing sub-state — otherwise a
-            // stale subStep (e.g. 'default' carried over from another step)
-            // leaves verification rendering an empty form.
-            if (updatedCurrentStep !== onboardingCustomerViewState.currentStep) {
-                const targetSubStep = updatedCurrentStep === 'verification' ? 'unlock-stack' : 'default';
-                fetchActions.push(updateCurrentSubStep({ subStep: targetSubStep }));
-            }
         }
     }
     if (companyView != null) {

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

@@ -1,7 +1,5 @@
 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,
@@ -10,33 +8,62 @@ export const initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'setup_billing',
-    currentSubStep: 'default',
-    parsingDocumentFileIds: [],
+    currentStep: 'link_payment_account',
     companyDetails: {
-        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: (() => {
-        const emptyOfficerSlot = {
-            autoFilledFields: [],
+    companyOfficerUpdateStatus: {
+        Officer_1: {
             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 },
-        };
-    })(),
+        },
+        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,
+        },
+    },
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -64,7 +91,6 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
-    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -117,9 +143,6 @@ const onboardingCustomerView = 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 } };
@@ -157,126 +180,6 @@ 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 = {
@@ -689,82 +592,7 @@ 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) => {
-            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(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, 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, updateCurrentSubStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
+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 default onboardingCustomerView.reducer;

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

@@ -8,10 +8,10 @@ import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector'
 import { getCompanyConfig } from '../../companyConfigView/companyConfigSelector';
 import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
 import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
-import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
+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, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -54,7 +54,6 @@ export function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -74,7 +73,7 @@ export function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('setup_billing');
+        completedSteps.push('link_payment_account');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -85,25 +84,24 @@ export function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('setup_billing');
+        halfCompletedSteps.push('link_payment_account');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('connect_ledger');
+        completedSteps.push('qbo_connection');
     }
-    const isCompanyDetailsDone = companyDetails.localData != null &&
+    if (companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
+        completedSteps.push('company_details');
+    }
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    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');
+    if (companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
+        completedSteps.push('company_officer');
     }
     const { allStepsData, requiredStepsData } = onboardingStepsData(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -121,7 +119,6 @@ export function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -130,7 +127,6 @@ export function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
-        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -207,20 +203,14 @@ export function isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles,
         isPhoneVerified === true);
 }
 export const onboardingStepsData = (isValidConnection, productSettings, accountingConnectionCreationMode) => {
-    // 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
+    const allStepsData = accountingConnectionCreationMode === 'zeni_user' ||
+        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+            !productSettings.isBookkeepingEnabled)
         ? ALL_ZENI_USER_ONBOARDING_STEPS
-        : accountingConnectionCreationMode === 'zeni_user'
-            ? ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS
-            : ALL_ONBOARDING_STEPS;
+        : ALL_ONBOARDING_STEPS;
     const requiredStepsData = (accountingConnectionCreationMode === 'zeni_user' && isValidConnection) ||
-        isCoreOnlyTenant
+        ((productSettings.isBankingEnabled || productSettings.isCardsEnabled) &&
+            !productSettings.isBookkeepingEnabled)
         ? ZENI_USER_REQUIRED_ONBOARDING_STEPS
         : REQUIRED_ONBOARDING_STEPS;
     return {
@@ -333,11 +323,3 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
-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 ??
-    emptyAiAgentsActivationSubview;
-export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
-export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
-export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;