@zeniai/client-epic-state 5.1.13 → 5.1.14

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;

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

@@ -1,67 +1,28 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-// Onboarding steps are the 4 top-level surfaces. Officer + details verification
-// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
-// The optional data-source step is its own surface; the legacy connect-data-source
-// sub-step under the old `qbo_connection` no longer exists.
-export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
+export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
+    'link_payment_account',
+];
 export const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'connect_ledger',
+    'qbo_connection',
 ];
 export const REQUIRED_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
-    'verification',
+    'company_officer',
+    'company_details',
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
-// Zeni-team-connects-QBO bookkeeping tenants: skip the `connect_ledger` step
-// (Zeni already did it) but keep `connect_data_source` so the customer can
-// still wire up non-QBO integrations (Plaid, Stripe, HubSpot, email, etc.).
-export const ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS = [
-    ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
-    'connect_data_source',
-    ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
-];
 export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
-    'connect_data_source',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const ALL_ONBOARDING_STEPS = [
     ...REQUIRED_ONBOARDING_STEPS,
-    'connect_data_source',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
-// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
-// an officer-form save from a company-details save while both share
-// currentStep = 'verification'.
-//   - 'default'           generic landing sub-state.
-//   - 'ai-activating'     connect_ledger interstitial during AI activation.
-//   - 'unlock-stack'      verification landing — VerifyUnlockFinancialStackPage.
-//   - 'company_officer'   verification → officer form.
-//   - 'company_details'   verification → company details form.
-export const ALL_ONBOARDING_SUB_STEPS = [
-    'default',
-    'ai-activating',
-    'unlock-stack',
-    'company_officer',
-    'company_details',
-];
-export const toOnboardingSubStepType = (v) => stringToUnion(v, ALL_ONBOARDING_SUB_STEPS);
-export const emptyAiAgentsActivationCounts = {
-    customerCount: 0,
-    glAccountCount: 0,
-    targetTransactionCount: 0,
-    transactionCount: 0,
-    vendorCount: 0,
-};
-export const emptyAiAgentsActivationSubview = {
-    counts: emptyAiAgentsActivationCounts,
-    fetchStatus: { fetchState: 'Not-Started', error: undefined },
-    phases: [],
-};

package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js

@@ -1,29 +1,10 @@
 import recordGet from 'lodash/get';
 import { reduceAllFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { getDepositAccountByDepositAccountId } from '../../../entity/depositAccount/depositAccountSelector';
-import { getAllFundingAccounts, mapDepositAccToFundingAccount, } from '../commonSetup/setupViewSelector';
+import { getAllFundingAccounts, } from '../commonSetup/setupViewSelector';
 import { getAllDepositAccounts } from '../zeniAccounts/depositAccountList/depositAccountListSelector';
 import { getAllPaymentAccounts } from '../zeniAccounts/paymentAccountList/paymentAccountListSelector';
-const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
-    const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
-    if (settingsId == null || primaryFundingAccountId == null) {
-        return undefined;
-    }
-    const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, primaryFundingAccountId);
-    return {
-        bufferAmount,
-        frequency,
-        memo,
-        settingsId,
-        primaryFundingAccount: depositAccount != null
-            ? mapDepositAccToFundingAccount(depositAccount)
-            : undefined,
-        treasurySummary: treasuryDetailState.accountSummary,
-        nextTransferDate,
-    };
-};
 export const getAutoTransferRules = (state) => {
-    const { autotransferRulesState, autoSweepFlowState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
+    const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
     const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
     const depositAccountsView = getAllDepositAccounts(depositAccountState, depositAccountListState);
     const paymentAccountsView = getAllPaymentAccounts(paymentAccountState, paymentAccountListState);
@@ -58,7 +39,6 @@ export const getAutoTransferRules = (state) => {
         transferMoneyParties,
         transferMoneyPartiesFetchState,
         createRuleFetchState,
-        cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
         fetchState,
         error,
         version: 0,

package/lib/esm/view/spendManagement/billPay/billPayReview/billPayReviewSelector.js

@@ -52,12 +52,6 @@ export const getReviewPageBillDetail = (state, billId) => {
     let recurringConfig;
     let billPayInfo;
     let isBillMarkedForRetry = false;
-    // Bill-level accounting class id. Approval Rules 3.0 'department'
-    // criteria match against this. Sourced from BillTransaction so
-    // any selector that needs it (e.g. creator-as-approver lookup)
-    // can read it off the view rather than reaching into
-    // 'state.billTransactionState' itself.
-    let classId;
     const zeniAssistRetryStatus = billId != null
         ? billDetailViewState.billDetailById[key].zeniAssist.retryStatus
         : undefined;
@@ -68,13 +62,6 @@ export const getReviewPageBillDetail = (state, billId) => {
             transaction?.billPayInfo.isCollectToAccountInfoFromVendorContact ?? false;
         isRecurring = transaction?.isRecurring ?? false;
         billPayInfo = transaction?.billPayInfo;
-        // Normalise empty-string to undefined so downstream readers
-        // treat "no class" uniformly regardless of whether the wire
-        // used '' or omitted the field.
-        classId =
-            transaction?.classId != null && transaction.classId !== ''
-                ? transaction.classId
-                : undefined;
         if (isRecurring &&
             transaction?.recurringBillConfigId != null &&
             transaction.recurringBillInstance != null) {
@@ -191,6 +178,5 @@ export const getReviewPageBillDetail = (state, billId) => {
         zeniAssistRetryStatus,
         billPayInfo,
         outsideZeniPaymentInfo,
-        classId,
     };
 };