@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI3

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

@@ -0,0 +1,278 @@
+import { getAccountBase } from '../../../entity/account/accountSelector';
+import { getZeniAccountFallbackName } from '../../../entity/depositAccount/depositAccountPayload';
+import { getDepositAccountByDepositAccountId, getDepositAccountsByDepositAccountIds, } from '../../../entity/depositAccount/depositAccountSelector';
+import { getFilesByFileIds } from '../../../entity/file/fileSelector';
+import { getPaymentAccountByPaymentAccountId, getPaymentAccountsByPaymentAccountIds, } from '../../../entity/paymentAccount/paymentAccountSelector';
+import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
+import { getFileDeleteStatusById, getFileUpdateNameStatusById, } from '../../fileView/fileViewSelector';
+import { getReportIDPlusForecastIDFromSetupViewType, isVerifiedPaymentAccountProviderStatusCode, } from '../helpers';
+import { getPlaidAccountDetails } from '../plaidAccount/plaidAccountViewSelector';
+export function getCommonSetupViewDetails(state, companyId, setupViewType, plaidAccountKeyType) {
+    const { accountState, setupViewState, paymentAccountState, paymentAccountListState, depositAccountState, depositAccountListState, plaidAccountViewState, } = state;
+    const { updateStatus } = setupViewState;
+    const { accountDetails, plaidConnectionDetails } = getPlaidAccountDetails(plaidAccountViewState, plaidAccountKeyType);
+    const { allBankAccountIds } = accountDetails;
+    const { paymentAccountIds, paymentAccountBalanceFetchStatus } = paymentAccountListState;
+    const { accountIds: depositAccountIds } = depositAccountListState;
+    const allBankAccounts = allBankAccountIds
+        ?.map((accountId) => getAccountBase(accountState, accountId, getReportIDPlusForecastIDFromSetupViewType(setupViewType)))
+        .filter((account) => account != null) ?? [];
+    const paymentAccounts = getPaymentAccountsByPaymentAccountIds(paymentAccountState, paymentAccountIds).filter((account) => account != null) ?? [];
+    const depositAccounts = getDepositAccountsByDepositAccountIds(depositAccountState, depositAccountIds).filter((account) => account != null) ?? [];
+    const allFundingAccounts = getAllFundingAccounts(setupViewType === 'zeni_accounts' ? [] : depositAccounts, // only external acct can be made primary for accounts setup
+    paymentAccounts, paymentAccountBalanceFetchStatus, false);
+    const companyView = getCompanyView(state, companyId, []);
+    const companyBillPayInfo = companyView?.company.company.companyBillPayInfo;
+    const primaryAccount = getPrimaryAccountForTheProduct(state, companyId, setupViewType);
+    let primaryFundingAccount;
+    if (primaryAccount?.accountType === 'depositAccount') {
+        const depositAccount = getDepositAccountByDepositAccountId(depositAccountState, primaryAccount.accountId);
+        if (depositAccount != null) {
+            primaryFundingAccount = mapDepositAccToFundingAccount(depositAccount);
+        }
+    }
+    else if (primaryAccount?.accountType === 'paymentAccount') {
+        const paymentAccount = getPaymentAccountByPaymentAccountId(paymentAccountState, primaryAccount.accountId);
+        if (paymentAccount != null) {
+            primaryFundingAccount = mapPaymentAccToFundingAccount(paymentAccount, paymentAccountBalanceFetchStatus);
+        }
+    }
+    let paymentAccountForBilling;
+    if (accountDetails.paymentAccountIds?.length > 0) {
+        const paymentAccountId = accountDetails.paymentAccountIds[0];
+        paymentAccountForBilling = getPaymentAccountByPaymentAccountId(paymentAccountState, paymentAccountId);
+    }
+    return {
+        companyBillPayInfo,
+        primaryFundingAccount,
+        paymentAccount: paymentAccountForBilling,
+        allFundingAccounts,
+        allBankAccounts,
+        plaidConnectionDetails,
+        accountUpdateStatus: accountDetails.cashAccountUpdateStatus,
+        accountFetchStatus: accountDetails.fetchStatus,
+        updateStatus,
+    };
+}
+function getPrimaryAccountForTheProduct(state, companyId, setupViewType) {
+    const companyView = getCompanyView(state, companyId, []);
+    if (companyView == null) {
+        return undefined;
+    }
+    let primaryFundingAccount;
+    if (setupViewType === 'bill_pay') {
+        primaryFundingAccount =
+            companyView.company.company.companyBillPayInfo.primaryFundingAccount;
+    }
+    else if (setupViewType === 'reimbursement') {
+        primaryFundingAccount =
+            companyView.company.company.companyReimbursementInfo
+                .primaryFundingAccount;
+    }
+    else if (setupViewType === 'charge_cards') {
+        primaryFundingAccount =
+            companyView.company.company.companyChargeCardInfo.primaryFundingAccount;
+    }
+    else if (setupViewType === 'zeni_accounts') {
+        primaryFundingAccount =
+            companyView.company.company.companyZeniAccountInfo.primaryFundingAccount;
+    }
+    else if (setupViewType === 'zeni_treasury') {
+        primaryFundingAccount =
+            companyView.company.company.companyTreasuryInfo?.primaryFundingAccount;
+    }
+    return primaryFundingAccount;
+}
+export function getBusinessVerificationDetails(state, companyId) {
+    const { setupViewState, countryListState } = state;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
+    const companyView = getCompanyView(state, companyId, []);
+    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds, } = getCompanyAndIdentityDetails(state, companyId, {
+        companyDetails,
+        companyOfficerUpdateStatus,
+        primaryContactDetails,
+        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
+    });
+    const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
+    return {
+        companyDetailsLocalData,
+        companyOfficerLocalData,
+        parsingDocumentFileIds,
+        companyView,
+        updateStatus,
+        allNationalityCountries,
+    };
+}
+export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetails) => {
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails } = companyAndIdentityDetails;
+    const { fileState, addressViewState } = state;
+    const { localData: primaryContactLocalData } = primaryContactDetails;
+    let companyDetailsLocalData;
+    if (companyDetails.localData != null) {
+        const deleteFileStatusById = {};
+        const updateFileStatusById = {};
+        const { syncToken, companyDescription, companyLegalName, website, companyIndustry, companyIndustryType, companySubIndustry, companySourceOfFunds, companySourceOfFundsDescription, countriesOfOperations, phone, taxIdOrEIN, incDate, fileIds, typeOfIncorporation, sourceOfFunds, transactionVolume, transactionVolumeDescription, purposeOfAccount, purposeOfAccountDescription, regulatedStatus, regulatedStatusDescription, stateOfIncorporation, usNexus, usNexusTypes, } = companyDetails.localData;
+        fileIds.forEach((fileId) => {
+            deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);
+        });
+        fileIds.forEach((fileId) => {
+            updateFileStatusById[fileId] = getFileUpdateNameStatusById(state, fileId);
+        });
+        const companyAddress = addressViewState.newAddressState?.company_address;
+        const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
+        companyDetailsLocalData = {
+            autoFilledFields: companyDetails.autoFilledFields,
+            companyId,
+            companyDescription,
+            companyLegalName,
+            companyIndustry,
+            companyIndustryType,
+            companySubIndustry,
+            companySourceOfFunds,
+            companySourceOfFundsDescription,
+            countriesOfOperations,
+            website,
+            phone,
+            taxIdOrEIN,
+            incDate,
+            syncToken,
+            companyFiles: getFilesByFileIds(fileState, fileIds),
+            deleteFileStatusById,
+            updateFileStatusById,
+            addressStatus: companyAddress,
+            registeredAddressStatus: registeredCompanyAddress,
+            primaryContactLocalData,
+            typeOfIncorporation,
+            sourceOfFunds,
+            transactionVolume,
+            transactionVolumeDescription,
+            purposeOfAccount,
+            purposeOfAccountDescription,
+            regulatedStatus,
+            regulatedStatusDescription,
+            stateOfIncorporation,
+            usNexus,
+            usNexusTypes,
+        };
+    }
+    const companyOfficerLocalData = {
+        Officer_1: undefined,
+        Officer_2: undefined,
+        Officer_3: undefined,
+        Officer_4: undefined,
+        Officer_5: undefined,
+        Officer_6: undefined,
+        Officer_7: undefined,
+        Officer_8: undefined,
+        Officer_9: undefined,
+        Officer_10: undefined,
+    };
+    Object.values(companyOfficerUpdateStatus).forEach((companyOfficer, index) => {
+        if (companyOfficer.localData == null) {
+            companyOfficerLocalData[`Officer_${index + 1}`] =
+                undefined;
+        }
+        else {
+            const addressType = companyOfficer.localData.officerType
+                .toLowerCase()
+                .concat('_address');
+            const deleteFileStatusById = {};
+            const updateFileStatusById = {};
+            const { fileIds, officerType, additionalSubmittedDocumentsForVerificationFileIds = [], } = companyOfficer.localData;
+            [
+                ...fileIds,
+                ...additionalSubmittedDocumentsForVerificationFileIds,
+            ].forEach((fileId) => {
+                deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);
+            });
+            [
+                ...fileIds,
+                ...additionalSubmittedDocumentsForVerificationFileIds,
+            ].forEach((fileId) => {
+                updateFileStatusById[fileId] = getFileUpdateNameStatusById(state, fileId);
+            });
+            const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
+            companyOfficerLocalData[officerType] = {
+                ...companyOfficer.localData,
+                autoFilledFields: companyOfficer.autoFilledFields,
+                userFiles: getFilesByFileIds(fileState, fileIds),
+                additionalFiles: getFilesByFileIds(fileState, additionalSubmittedDocumentsForVerificationFileIds),
+                deleteFileStatusById,
+                updateFileStatusById,
+                addressStatus: companyOfficerAddress,
+                sendOtpStatus: companyOfficer.sendOtpStatus,
+                otpverificationStatus: companyOfficer.otpverificationStatus,
+            };
+        }
+    });
+    return {
+        companyDetailsLocalData,
+        companyOfficerLocalData,
+        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
+    };
+};
+/* This helper function takes deposit accounts and payment accounts
+   and give back FundingAccount type array
+   to support single dropdown with both lists */
+export const getAllFundingAccounts = (depositAccounts, paymentAccounts, paymentAccountBalanceFetchStatus, includeOnlyVerifiedAccounts = true) => {
+    return [
+        ...depositAccounts.map((depositAcc) => mapDepositAccToFundingAccount(depositAcc)),
+        ...(includeOnlyVerifiedAccounts
+            ? paymentAccounts.filter((paymentAccount) => paymentAccount.providerVerificationStatus?.code != null &&
+                isVerifiedPaymentAccountProviderStatusCode(paymentAccount.providerVerificationStatus.code))
+            : paymentAccounts).map((paymentAcc) => mapPaymentAccToFundingAccount(paymentAcc, paymentAccountBalanceFetchStatus)),
+    ];
+};
+export const mapDepositAccToFundingAccount = (depositAcc) => ({
+    id: depositAcc.id,
+    accType: 'depositAccount',
+    label: depositAcc.accountName,
+    maskedAccountNumber: depositAcc.maskedAccountNumber,
+    accountBalance: depositAcc.accountBalance,
+    logo: undefined,
+    zeniAccountId: depositAcc.zeniAccountId,
+    balanceFetchStatus: {
+        fetchState: 'Completed',
+        error: undefined,
+    },
+    createTime: depositAcc.createTime,
+    accountLast4: depositAcc.accountLast4,
+});
+export const mapDepositAccountWithLimitToFundingAccount = (depositAcc) => ({
+    id: depositAcc.id,
+    accType: 'depositAccount',
+    label: depositAcc.accountName,
+    maskedAccountNumber: depositAcc.maskedAccountNumber,
+    accountBalance: depositAcc.accountBalance,
+    logo: undefined,
+    zeniAccountId: depositAcc.zeniAccountId,
+    balanceFetchStatus: {
+        fetchState: 'Completed',
+        error: undefined,
+    },
+    createTime: depositAcc.createTime,
+    accountLast4: depositAcc.maskedAccountNumber.match(/(\d{4})$/)?.[1] ?? undefined,
+});
+export const mapPaymentAccToFundingAccount = (paymentAcc, paymentAccountBalanceFetchStatus) => ({
+    id: paymentAcc.paymentAccountId,
+    accType: 'paymentAccount',
+    maskedAccountNumber: paymentAcc.maskedAccountNumber,
+    zeniAccountId: paymentAcc.zeniAccountId,
+    institutionDetails: paymentAcc.institutionDetails,
+    accountSubType: paymentAcc.accountSubType,
+    isLoginRequired: paymentAcc.isLoginRequired,
+    providerAccountId: paymentAcc.providerAccountId,
+    providerVerificationStatus: paymentAcc.providerVerificationStatus,
+    accountBalance: paymentAcc.balances,
+    label: Boolean(paymentAcc.institutionDetails.institutionName) === true
+        ? paymentAcc.institutionDetails.institutionName
+        : getZeniAccountFallbackName(paymentAcc.maskedAccountNumber, paymentAcc.accountSubType?.name),
+    logo: paymentAcc.institutionDetails.logo,
+    balanceFetchStatus: paymentAccountBalanceFetchStatus[paymentAcc.paymentAccountId] ?? {
+        fetchState: 'Not-Started',
+        error: undefined,
+    },
+    createTime: paymentAcc.createTime,
+    accountLast4: paymentAcc.accountLast4Digits,
+});
+//# sourceMappingURL=setupViewSelector.js.map

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

@@ -0,0 +1 @@
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{AllowedValueWithCode} from '../../../commonStateTypes/allowedValue';\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {BalanceChange} from '../../../commonStateTypes/balance';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {getAccountBase} from '../../../entity/account/accountSelector';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {CompanyBillPayInfo} from '../../../entity/company/companyStateTypes';\nimport {Country} from '../../../entity/countryList/countryListState';\nimport {\n  DepositAccount,\n  DepositAccountWithLimit,\n} from '../../../entity/depositAccount/depositAccount';\nimport {getZeniAccountFallbackName} from '../../../entity/depositAccount/depositAccountPayload';\nimport {\n  getDepositAccountByDepositAccountId,\n  getDepositAccountsByDepositAccountIds,\n} from '../../../entity/depositAccount/depositAccountSelector';\nimport {getFilesByFileIds} from '../../../entity/file/fileSelector';\nimport {File} from '../../../entity/file/fileState';\nimport {\n  getPaymentAccountByPaymentAccountId,\n  getPaymentAccountsByPaymentAccountIds,\n} from '../../../entity/paymentAccount/paymentAccountSelector';\nimport {\n  InstitutionDetails,\n  Logo,\n  PaymentAccount,\n} from '../../../entity/paymentAccount/paymentAccountState';\nimport {RootState} from '../../../reducer';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport ZeniUrl from '../../../zeniUrl';\nimport {AddressType, NewAddressData} from '../../addressView/addressViewState';\nimport {getCompanyView} from '../../companyView/selectorHelpers/getCompanyView';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\nimport {CompanyView} from '../../companyView/types/companyView';\nimport {\n  getFileDeleteStatusById,\n  getFileUpdateNameStatusById,\n} from '../../fileView/fileViewSelector';\nimport {AccountTypeSubConfigCodeKeyType} from '../billPay/billPayConfig/billPayConfigState';\nimport {\n  getReportIDPlusForecastIDFromSetupViewType,\n  isVerifiedPaymentAccountProviderStatusCode,\n} from '../helpers';\nimport {getPlaidAccountDetails} from '../plaidAccount/plaidAccountViewSelector';\nimport {\n  PlaidAccountKeyType,\n  PlaidConnectionDetails,\n} from '../plaidAccount/plaidAccountViewState';\nimport {\n  CompanyAndIdentityDetails,\n  CompanyOfficerLocalData,\n  PrimaryContactLocalData,\n  SetupViewState,\n  SetupViewType,\n} from './setupViewState';\n\nexport interface SetupView {\n  accountFetchStatus: FetchStateAndError;\n  accountUpdateStatus: FetchStateAndError;\n  allBankAccounts: AccountBase[];\n  allFundingAccounts: FundingAccount[];\n  plaidConnectionDetails: PlaidConnectionDetails;\n  updateStatus: FetchStateAndError;\n  companyBillPayInfo?: CompanyBillPayInfo;\n  paymentAccount?: PaymentAccount;\n  primaryFundingAccount?: FundingAccount;\n}\n\nexport interface FundingAccount {\n  accType: AccountTypeSubConfigCodeKeyType;\n  balanceFetchStatus: FetchStateAndError;\n  id: ID;\n  label: string;\n  maskedAccountNumber: string;\n  accountBalance?: {\n    available?: Amount;\n    change?: BalanceChange;\n    current?: Amount;\n    lastRefreshTime?: ZeniDate;\n  };\n  accountLast4?: string;\n  accountSubType?: AllowedValueWithCode;\n  createTime?: ZeniDate;\n  institutionDetails?: InstitutionDetails;\n  isLoginRequired?: boolean;\n  isVerified?: boolean;\n  logo?: Logo;\n  providerAccountId?: ID;\n  providerVerificationStatus?: AllowedValueWithCode;\n  verificationStatus?: AllowedValueWithCode;\n  zeniAccountId?: ID;\n}\n\nexport interface CompanyOfficersDetails extends CompanyOfficerLocalData {\n  additionalFiles: File[];\n  /** Field names in this officer's localData populated by AI doc autofill. */\n  autoFilledFields: string[];\n  deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;\n  otpverificationStatus: FetchStateAndError;\n  sendOtpStatus: FetchStateAndError;\n  updateFileStatusById: Record<ID, FetchStateAndError | undefined>;\n  userFiles: File[];\n  addressStatus?: NewAddressData;\n}\n\nexport interface CompanyDetails {\n  /** Field names in companyDetails localData populated by AI doc autofill. */\n  autoFilledFields: string[];\n  companyFiles: File[];\n  companyId: ID;\n  deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;\n  updateFileStatusById: Record<ID, FetchStateAndError | undefined>;\n  addressStatus?: NewAddressData;\n  companyDescription?: string;\n  companyIndustry?: string;\n  companyIndustryType?: string;\n  companyLegalName?: string;\n  companySourceOfFunds?: string;\n  companySourceOfFundsDescription?: string;\n  companySubIndustry?: string;\n  countriesOfOperations?: string[];\n  incDate?: ZeniDate;\n  phone?: string;\n  primaryContactLocalData?: PrimaryContactLocalData;\n  purposeOfAccount?: string;\n  purposeOfAccountDescription?: string;\n  registeredAddressStatus?: NewAddressData;\n  regulatedStatus?: string;\n  regulatedStatusDescription?: string;\n  sourceOfFunds?: string;\n  stateOfIncorporation?: string;\n  syncToken?: string;\n  taxIdOrEIN?: string;\n  transactionVolume?: string;\n  transactionVolumeDescription?: string;\n  typeOfIncorporation?: string;\n  usNexus?: string;\n  usNexusTypes?: string[];\n  website?: ZeniUrl;\n}\n\ninterface CompanyAndOfficerLocalData {\n  companyOfficerLocalData: Record<\n    CompanyOfficerType,\n    CompanyOfficersDetails | undefined\n  >;\n  parsingDocumentFileIds: ID[];\n  companyDetailsLocalData?: CompanyDetails;\n}\nexport interface BusinessVerificationDetails extends CompanyAndOfficerLocalData {\n  allNationalityCountries: Country[];\n  updateStatus: FetchStateAndError;\n  companyView?: CompanyView;\n}\n\nexport function getCommonSetupViewDetails(\n  state: RootState,\n  companyId: ID,\n  setupViewType: SetupViewType,\n  plaidAccountKeyType: PlaidAccountKeyType\n): SetupView {\n  const {\n    accountState,\n    setupViewState,\n    paymentAccountState,\n    paymentAccountListState,\n    depositAccountState,\n    depositAccountListState,\n    plaidAccountViewState,\n  } = state;\n  const {updateStatus} = setupViewState;\n  const {accountDetails, plaidConnectionDetails} = getPlaidAccountDetails(\n    plaidAccountViewState,\n    plaidAccountKeyType\n  );\n  const {allBankAccountIds} = accountDetails;\n  const {paymentAccountIds, paymentAccountBalanceFetchStatus} =\n    paymentAccountListState;\n  const {accountIds: depositAccountIds} = depositAccountListState;\n\n  const allBankAccounts =\n    (allBankAccountIds\n      ?.map((accountId) =>\n        getAccountBase(\n          accountState,\n          accountId,\n          getReportIDPlusForecastIDFromSetupViewType(setupViewType)\n        )\n      )\n      .filter((account) => account != null) as AccountBase[]) ?? [];\n\n  const paymentAccounts =\n    getPaymentAccountsByPaymentAccountIds(\n      paymentAccountState,\n      paymentAccountIds\n    ).filter((account) => account != null) ?? [];\n  const depositAccounts =\n    getDepositAccountsByDepositAccountIds(\n      depositAccountState,\n      depositAccountIds\n    ).filter((account) => account != null) ?? [];\n\n  const allFundingAccounts = getAllFundingAccounts(\n    setupViewType === 'zeni_accounts' ? [] : depositAccounts, // only external acct can be made primary for accounts setup\n    paymentAccounts,\n    paymentAccountBalanceFetchStatus,\n    false\n  );\n  const companyView = getCompanyView(state, companyId, []);\n  const companyBillPayInfo = companyView?.company.company.companyBillPayInfo;\n  const primaryAccount = getPrimaryAccountForTheProduct(\n    state,\n    companyId,\n    setupViewType\n  );\n  let primaryFundingAccount;\n\n  if (primaryAccount?.accountType === 'depositAccount') {\n    const depositAccount = getDepositAccountByDepositAccountId(\n      depositAccountState,\n      primaryAccount.accountId\n    );\n    if (depositAccount != null) {\n      primaryFundingAccount = mapDepositAccToFundingAccount(depositAccount);\n    }\n  } else if (primaryAccount?.accountType === 'paymentAccount') {\n    const paymentAccount = getPaymentAccountByPaymentAccountId(\n      paymentAccountState,\n      primaryAccount.accountId\n    );\n    if (paymentAccount != null) {\n      primaryFundingAccount = mapPaymentAccToFundingAccount(\n        paymentAccount,\n        paymentAccountBalanceFetchStatus\n      );\n    }\n  }\n\n  let paymentAccountForBilling;\n  if (accountDetails.paymentAccountIds?.length > 0) {\n    const paymentAccountId = accountDetails.paymentAccountIds[0];\n    paymentAccountForBilling = getPaymentAccountByPaymentAccountId(\n      paymentAccountState,\n      paymentAccountId\n    );\n  }\n\n  return {\n    companyBillPayInfo,\n    primaryFundingAccount,\n    paymentAccount: paymentAccountForBilling,\n    allFundingAccounts,\n    allBankAccounts,\n    plaidConnectionDetails,\n    accountUpdateStatus: accountDetails.cashAccountUpdateStatus,\n    accountFetchStatus: accountDetails.fetchStatus,\n    updateStatus,\n  };\n}\n\nfunction getPrimaryAccountForTheProduct(\n  state: RootState,\n  companyId: ID,\n  setupViewType: SetupViewType\n): {accountId: ID; accountType: AccountTypeSubConfigCodeKeyType} | undefined {\n  const companyView = getCompanyView(state, companyId, []);\n  if (companyView == null) {\n    return undefined;\n  }\n  let primaryFundingAccount;\n  if (setupViewType === 'bill_pay') {\n    primaryFundingAccount =\n      companyView.company.company.companyBillPayInfo.primaryFundingAccount;\n  } else if (setupViewType === 'reimbursement') {\n    primaryFundingAccount =\n      companyView.company.company.companyReimbursementInfo\n        .primaryFundingAccount;\n  } else if (setupViewType === 'charge_cards') {\n    primaryFundingAccount =\n      companyView.company.company.companyChargeCardInfo.primaryFundingAccount;\n  } else if (setupViewType === 'zeni_accounts') {\n    primaryFundingAccount =\n      companyView.company.company.companyZeniAccountInfo.primaryFundingAccount;\n  } else if (setupViewType === 'zeni_treasury') {\n    primaryFundingAccount =\n      companyView.company.company.companyTreasuryInfo?.primaryFundingAccount;\n  }\n  return primaryFundingAccount;\n}\n\nexport function getBusinessVerificationDetails(\n  state: RootState,\n  companyId: ID\n): BusinessVerificationDetails {\n  const {setupViewState, countryListState} = state;\n  const {\n    companyDetails,\n    companyOfficerUpdateStatus,\n    primaryContactDetails,\n    updateStatus,\n  } = setupViewState;\n\n  const companyView = getCompanyView(state, companyId, []);\n\n  const {\n    companyDetailsLocalData,\n    companyOfficerLocalData,\n    parsingDocumentFileIds,\n  } = getCompanyAndIdentityDetails(state, companyId, {\n    companyDetails,\n    companyOfficerUpdateStatus,\n    primaryContactDetails,\n    parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,\n  });\n\n  const allNationalityCountries =\n    countryListState.byCountryListCode.nationalityCountryList.countries;\n\n  return {\n    companyDetailsLocalData,\n    companyOfficerLocalData,\n    parsingDocumentFileIds,\n    companyView,\n    updateStatus,\n    allNationalityCountries,\n  };\n}\n\nexport const getCompanyAndIdentityDetails = (\n  state: RootState,\n  companyId: ID,\n  companyAndIdentityDetails: CompanyAndIdentityDetails &\n    Pick<SetupViewState, 'parsingDocumentFileIds'>\n): CompanyAndOfficerLocalData => {\n  const {companyDetails, companyOfficerUpdateStatus, primaryContactDetails} =\n    companyAndIdentityDetails;\n  const {fileState, addressViewState} = state;\n  const {localData: primaryContactLocalData} = primaryContactDetails;\n\n  let companyDetailsLocalData;\n\n  if (companyDetails.localData != null) {\n    const deleteFileStatusById: Record<ID, FetchStateAndError | undefined> = {};\n    const updateFileStatusById: Record<ID, FetchStateAndError | undefined> = {};\n\n    const {\n      syncToken,\n      companyDescription,\n      companyLegalName,\n      website,\n      companyIndustry,\n      companyIndustryType,\n      companySubIndustry,\n      companySourceOfFunds,\n      companySourceOfFundsDescription,\n      countriesOfOperations,\n      phone,\n      taxIdOrEIN,\n      incDate,\n      fileIds,\n      typeOfIncorporation,\n      sourceOfFunds,\n      transactionVolume,\n      transactionVolumeDescription,\n      purposeOfAccount,\n      purposeOfAccountDescription,\n      regulatedStatus,\n      regulatedStatusDescription,\n      stateOfIncorporation,\n      usNexus,\n      usNexusTypes,\n    } = companyDetails.localData;\n    fileIds.forEach((fileId) => {\n      deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);\n    });\n    fileIds.forEach((fileId) => {\n      updateFileStatusById[fileId] = getFileUpdateNameStatusById(state, fileId);\n    });\n\n    const companyAddress = addressViewState.newAddressState?.company_address;\n    const registeredCompanyAddress =\n      addressViewState.newAddressState?.company_registered_address;\n\n    companyDetailsLocalData = {\n      autoFilledFields: companyDetails.autoFilledFields,\n      companyId,\n      companyDescription,\n      companyLegalName,\n      companyIndustry,\n      companyIndustryType,\n      companySubIndustry,\n      companySourceOfFunds,\n      companySourceOfFundsDescription,\n      countriesOfOperations,\n      website,\n      phone,\n      taxIdOrEIN,\n      incDate,\n      syncToken,\n      companyFiles: getFilesByFileIds(fileState, fileIds),\n      deleteFileStatusById,\n      updateFileStatusById,\n      addressStatus: companyAddress,\n      registeredAddressStatus: registeredCompanyAddress,\n      primaryContactLocalData,\n      typeOfIncorporation,\n      sourceOfFunds,\n      transactionVolume,\n      transactionVolumeDescription,\n      purposeOfAccount,\n      purposeOfAccountDescription,\n      regulatedStatus,\n      regulatedStatusDescription,\n      stateOfIncorporation,\n      usNexus,\n      usNexusTypes,\n    };\n  }\n\n  const companyOfficerLocalData: Record<\n    CompanyOfficerType,\n    CompanyOfficersDetails | undefined\n  > = {\n    Officer_1: undefined,\n    Officer_2: undefined,\n    Officer_3: undefined,\n    Officer_4: undefined,\n    Officer_5: undefined,\n    Officer_6: undefined,\n    Officer_7: undefined,\n    Officer_8: undefined,\n    Officer_9: undefined,\n    Officer_10: undefined,\n  };\n\n  Object.values(companyOfficerUpdateStatus).forEach((companyOfficer, index) => {\n    if (companyOfficer.localData == null) {\n      companyOfficerLocalData[`Officer_${index + 1}` as CompanyOfficerType] =\n        undefined;\n    } else {\n      const addressType = companyOfficer.localData.officerType\n        .toLowerCase()\n        .concat('_address');\n      const deleteFileStatusById: Record<ID, FetchStateAndError | undefined> =\n        {};\n      const updateFileStatusById: Record<ID, FetchStateAndError | undefined> =\n        {};\n\n      const {\n        fileIds,\n        officerType,\n        additionalSubmittedDocumentsForVerificationFileIds = [],\n      } = companyOfficer.localData;\n      [\n        ...fileIds,\n        ...additionalSubmittedDocumentsForVerificationFileIds,\n      ].forEach((fileId) => {\n        deleteFileStatusById[fileId] = getFileDeleteStatusById(state, fileId);\n      });\n      [\n        ...fileIds,\n        ...additionalSubmittedDocumentsForVerificationFileIds,\n      ].forEach((fileId) => {\n        updateFileStatusById[fileId] = getFileUpdateNameStatusById(\n          state,\n          fileId\n        );\n      });\n\n      const companyOfficerAddress =\n        addressViewState.newAddressState?.[addressType as AddressType];\n\n      companyOfficerLocalData[officerType] = {\n        ...companyOfficer.localData,\n        autoFilledFields: companyOfficer.autoFilledFields,\n        userFiles: getFilesByFileIds(fileState, fileIds),\n        additionalFiles: getFilesByFileIds(\n          fileState,\n          additionalSubmittedDocumentsForVerificationFileIds\n        ),\n        deleteFileStatusById,\n        updateFileStatusById,\n        addressStatus: companyOfficerAddress,\n        sendOtpStatus: companyOfficer.sendOtpStatus,\n        otpverificationStatus: companyOfficer.otpverificationStatus,\n      };\n    }\n  });\n\n  return {\n    companyDetailsLocalData,\n    companyOfficerLocalData,\n    parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,\n  };\n};\n\n/* This helper function takes deposit accounts and payment accounts\n   and give back FundingAccount type array \n   to support single dropdown with both lists */\n\nexport const getAllFundingAccounts = (\n  depositAccounts: DepositAccount[],\n  paymentAccounts: PaymentAccount[],\n  paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>,\n  includeOnlyVerifiedAccounts = true\n): FundingAccount[] => {\n  return [\n    ...depositAccounts.map((depositAcc) =>\n      mapDepositAccToFundingAccount(depositAcc)\n    ),\n    ...(includeOnlyVerifiedAccounts\n      ? paymentAccounts.filter(\n          (paymentAccount) =>\n            paymentAccount.providerVerificationStatus?.code != null &&\n            isVerifiedPaymentAccountProviderStatusCode(\n              paymentAccount.providerVerificationStatus.code\n            )\n        )\n      : paymentAccounts\n    ).map((paymentAcc) =>\n      mapPaymentAccToFundingAccount(\n        paymentAcc,\n        paymentAccountBalanceFetchStatus\n      )\n    ),\n  ];\n};\n\nexport const mapDepositAccToFundingAccount = (\n  depositAcc: DepositAccount\n): FundingAccount => ({\n  id: depositAcc.id,\n  accType: 'depositAccount',\n  label: depositAcc.accountName,\n  maskedAccountNumber: depositAcc.maskedAccountNumber,\n  accountBalance: depositAcc.accountBalance,\n  logo: undefined,\n  zeniAccountId: depositAcc.zeniAccountId,\n  balanceFetchStatus: {\n    fetchState: 'Completed',\n    error: undefined,\n  },\n  createTime: depositAcc.createTime,\n  accountLast4: depositAcc.accountLast4,\n});\n\nexport const mapDepositAccountWithLimitToFundingAccount = (\n  depositAcc: DepositAccountWithLimit\n): FundingAccount => ({\n  id: depositAcc.id,\n  accType: 'depositAccount',\n  label: depositAcc.accountName,\n  maskedAccountNumber: depositAcc.maskedAccountNumber,\n  accountBalance: depositAcc.accountBalance,\n  logo: undefined,\n  zeniAccountId: depositAcc.zeniAccountId,\n  balanceFetchStatus: {\n    fetchState: 'Completed',\n    error: undefined,\n  },\n  createTime: depositAcc.createTime,\n  accountLast4:\n    depositAcc.maskedAccountNumber.match(/(\\d{4})$/)?.[1] ?? undefined,\n});\n\nexport const mapPaymentAccToFundingAccount = (\n  paymentAcc: PaymentAccount,\n  paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>\n): FundingAccount => ({\n  id: paymentAcc.paymentAccountId,\n  accType: 'paymentAccount',\n  maskedAccountNumber: paymentAcc.maskedAccountNumber,\n  zeniAccountId: paymentAcc.zeniAccountId,\n  institutionDetails: paymentAcc.institutionDetails,\n  accountSubType: paymentAcc.accountSubType,\n  isLoginRequired: paymentAcc.isLoginRequired,\n  providerAccountId: paymentAcc.providerAccountId,\n  providerVerificationStatus: paymentAcc.providerVerificationStatus,\n  accountBalance: paymentAcc.balances,\n  label:\n    Boolean(paymentAcc.institutionDetails.institutionName) === true\n      ? paymentAcc.institutionDetails.institutionName\n      : getZeniAccountFallbackName(\n          paymentAcc.maskedAccountNumber,\n          paymentAcc.accountSubType?.name\n        ),\n\n  logo: paymentAcc.institutionDetails.logo,\n  balanceFetchStatus: paymentAccountBalanceFetchStatus[\n    paymentAcc.paymentAccountId\n  ] ?? {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  createTime: paymentAcc.createTime,\n  accountLast4: paymentAcc.accountLast4Digits,\n});\n"]}

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

@@ -0,0 +1,16 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+import { ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION } from '../../../entity/entityApprovalStatus/entityApprovalStatusState';
+const SETUP_VIEW_TYPES = ['billing'];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toSetupViewType = (v) => stringToUnion(v, [
+    ...ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION,
+    ...SETUP_VIEW_TYPES,
+    ...CHARGE_CARD_SETUP_VIEW_TYPES,
+]);
+const CHARGE_CARD_SETUP_VIEW_TYPES = [
+    'charge_cards',
+    'debit_cards',
+    'charge_cards__debit_cards',
+];
+export const toChargeCardSetupViewType = (v) => stringToUnion(v, CHARGE_CARD_SETUP_VIEW_TYPES);
+//# sourceMappingURL=setupViewState.js.map

package/lib/esm/view/spendManagement/commonSetup/setupViewState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"setupViewState.js","sourceRoot":"","sources":["../../../../../src/view/spendManagement/commonSetup/setupViewState.ts"],"names":[],"mappings":"AAEA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AACtE,OAAO,EAAC,sCAAsC,EAAC,MAAM,gEAAgE,CAAC;AAMtH,MAAM,gBAAgB,GAAG,CAAC,SAAS,CAAU,CAAC;AAE9C,6DAA6D;AAC7D,MAAM,eAAe,GAAG,CAAC,CAAS,EAAE,EAAE,CACpC,aAAa,CAAC,CAAC,EAAE;IACf,GAAG,sCAAsC;IACzC,GAAG,gBAAgB;IACnB,GAAG,4BAA4B;CAChC,CAAC,CAAC;AAIL,MAAM,4BAA4B,GAAG;IACnC,cAAc;IACd,aAAa;IACb,2BAA2B;CACnB,CAAC;AAEX,MAAM,CAAC,MAAM,yBAAyB,GAAG,CAAC,CAAS,EAAE,EAAE,CACrD,aAAa,CAAC,CAAC,EAAE,4BAA4B,CAAC,CAAC","sourcesContent":["import {AllowedValueWithCode} from '../../../commonStateTypes/allowedValue';\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION} from '../../../entity/entityApprovalStatus/entityApprovalStatusState';\nimport {AllowedDocumentType} from '../../../entity/file/fileState';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport ZeniUrl from '../../../zeniUrl';\nimport {CompanyOfficerType} from '../../companyView/types/companyPassport/companyUsersLocalData';\n\nconst SETUP_VIEW_TYPES = ['billing'] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toSetupViewType = (v: string) =>\n  stringToUnion(v, [\n    ...ALL_ENTITY_TYPES_WITH_OTHER_CONNECTION,\n    ...SETUP_VIEW_TYPES,\n    ...CHARGE_CARD_SETUP_VIEW_TYPES,\n  ]);\n\nexport type SetupViewType = ReturnType<typeof toSetupViewType>;\n\nconst CHARGE_CARD_SETUP_VIEW_TYPES = [\n  'charge_cards',\n  'debit_cards',\n  'charge_cards__debit_cards',\n] as const;\n\nexport const toChargeCardSetupViewType = (v: string) =>\n  stringToUnion(v, CHARGE_CARD_SETUP_VIEW_TYPES);\n\nexport type ChargeCardSetupViewType = ReturnType<\n  typeof toChargeCardSetupViewType\n>;\n\n/**\n * Setup View Local Data - Interfaces\n */\n\n// Note - These interfaces are used in Customer Onboarding Flow\n\nexport interface CompanyDetailsLocalData {\n  companyId: ID;\n  fileIds: ID[];\n  companyDescription?: string;\n  companyIndustry?: string;\n  companyIndustryType?: string;\n  companyLegalName?: string;\n  companySourceOfFunds?: string;\n  companySourceOfFundsDescription?: string;\n  companySubIndustry?: string;\n  countriesOfOperations?: string[];\n  incDate?: ZeniDate;\n  phone?: string;\n  purposeOfAccount?: string;\n  purposeOfAccountDescription?: string;\n  regulatedStatus?: string;\n  regulatedStatusDescription?: string;\n  sourceOfFunds?: string;\n  stateOfIncorporation?: string;\n  syncToken?: string;\n  taxIdOrEIN?: string;\n  transactionVolume?: string;\n  transactionVolumeDescription?: string;\n  typeOfIncorporation?: string;\n  usNexus?: string;\n  usNexusTypes?: string[];\n  website?: ZeniUrl;\n}\n\nexport interface PrimaryContactLocalData {\n  email: string;\n  firstName: string;\n  lastName: string;\n  userId: ID | undefined; // If user ID is not null, existing user will be updated\n  syncToken?: string;\n}\n\nexport interface CompanyOfficerLocalData {\n  additionalDocumentTypesRequestedForVerification: AllowedDocumentType[];\n  additionalSubmittedDocumentsForVerificationFileIds: ID[];\n  areAdditionalDocumentsRequestedForVerification: boolean;\n  areAdditionalDocumentsSubmittedForVerification: boolean;\n  email: string;\n  fileIds: ID[];\n  firstName: string;\n  isSelectedForVerification: boolean;\n  lastName: string;\n  officerType: CompanyOfficerType;\n  userId: ID | undefined;\n  birthday?: ZeniDate;\n  documentTypeSelectedForVerification?: AllowedDocumentType;\n  isPhoneVerified?: boolean;\n  nationalityCountryCode?: string;\n  otpChallenge?: string;\n  ownershipInCompany?: number;\n  phone?: string;\n  ssn?: string;\n  syncToken?: string;\n  titleAtCompany?: string;\n  treasuryUserVerificationStatus?: AllowedValueWithCode;\n  userVerificationStatus?: AllowedValueWithCode;\n}\n\nexport interface SetupViewLocalData {\n  companyDetails: CompanyDetailsLocalData;\n  officers: CompanyOfficerLocalData[];\n  primaryContactDetails?: PrimaryContactLocalData;\n}\n\n/**\n * Setup View State\n */\n\nexport interface CompanyAndIdentityDetails {\n  companyDetails: {\n    /**\n     * Field names from {@link CompanyDetailsLocalData} that were populated by AI\n     * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.\n     * Always present (empty when no autofill has run yet).\n     */\n    autoFilledFields: string[];\n    localData?: CompanyDetailsLocalData;\n  };\n  companyOfficerUpdateStatus: Record<\n    CompanyOfficerType,\n    {\n      /**\n       * Field names from {@link CompanyOfficerLocalData} populated by AI autofill\n       * from an uploaded KYC identity document. Drives the ✦ sparkle in the form.\n       * Always present (empty when no autofill has run yet).\n       */\n      autoFilledFields: string[];\n      otpverificationStatus: FetchStateAndError;\n      sendOtpStatus: FetchStateAndError;\n      localData?: CompanyOfficerLocalData;\n    }\n  >;\n  primaryContactDetails: {\n    localData?: PrimaryContactLocalData;\n  };\n}\nexport interface SetupViewState extends CompanyAndIdentityDetails {\n  /**\n   * File IDs currently being parsed by the AI autofill epic. Populated when\n   * `parseUploadedKyc/KybDocument` dispatches and cleared when the\n   * corresponding apply / failure action fires. Drives the \"AI is reading\n   * your document\" overlay on the document upload field.\n   */\n  parsingDocumentFileIds: ID[];\n  updateStatus: FetchStateAndError;\n}\n"]}

package/lib/esm/view/spendManagement/commonSetup/types/businessVerification.js

@@ -0,0 +1,149 @@
+export const COMPANY_TRANSACTION_VOLUME_CODES = [
+    'less_than_10000',
+    '10000_50000',
+    '50001_250000',
+    '250001_1000000',
+    '1000001_2000000',
+    'over_2000000',
+];
+export const COMPANY_SOURCE_OF_FUNDS_CODES = [
+    'sales_of_goods',
+    'sales_of_services',
+    'customer_payments',
+    'investment_capital',
+    'business_loans',
+    'owner_contributions',
+    'franchise_revenue',
+    'rental_income',
+    'government_contracts_grants',
+    'donations_fundraising',
+    'membership_fees_subscriptions',
+    'licensing_royalties',
+    'commission_income',
+    'import_export_revenue',
+    'cryptocurrency_activity',
+];
+export const COMPANY_PURPOSE_OF_ACCOUNT_CODES = [
+    'retail_sales',
+    'ecommerce_sales',
+    'cash_heavy_operations',
+    'import_export_trade',
+    'professional_services_not_handling_funds',
+    'professional_services_handling_funds',
+    'holding_investment_company',
+    'property_management_real_estate',
+    'charitable_nonprofit',
+    'construction_contracting',
+    'commercial_cash_operations',
+    'freight_forwarding_logistics',
+    'third_party_payment_processing',
+    'technology_startup',
+    'wholesale_distribution',
+    'franchise_operation',
+    'healthcare_provider',
+    'educational_institution',
+];
+/** Keys for company_us_nexus_desc / form usNexusTypes (labels from usNexusOptions in app locale). */
+export const COMPANY_US_NEXUS_TYPE_CODES = [
+    'employees',
+    'customers',
+    'physical_office',
+    'banking_relationships',
+];
+/** Industry type codes for onboarding / business verification (paired with sub-industry). */
+export const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = [
+    'retail_consumer_goods',
+    'financial_services',
+    'food_agriculture',
+    'healthcare_pharmaceuticals',
+    'professional_services',
+    'manufacturing_industrial',
+    'real_estate_construction',
+    'logistics_transportation',
+    'wholesale_trade',
+    'business_support_services',
+    'escort_dating_adult_entertainment',
+];
+export const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = {
+    retail_consumer_goods: [
+        'grocery_stores_supermarkets',
+        'convenience_stores',
+        'specialty_food_retailers',
+        'gas_stations_retail',
+        'general_merchandise_department',
+        'online_retail_ecommerce',
+        'subscription_membership',
+        'direct_to_consumer',
+        'cannabis',
+    ],
+    financial_services: [
+        'banks_credit_unions',
+        'fintech_payment_processing',
+        'insurance_providers',
+        'investment_advisors_broker',
+        'lending_mortgage',
+        'treasury_management',
+        'personal_finance_apps',
+        'retirement_planning',
+        'real_estate_investment',
+        'money_service_businesses',
+        'cryptocurrency',
+        'debt_collection',
+        'payday_lending',
+        'gambling',
+    ],
+    food_agriculture: [
+        'farms_agricultural',
+        'food_wholesalers_distributors',
+        'restaurants_cafes',
+        'bars_nightclubs',
+        'catering_services',
+        'farmers_markets',
+        'restaurant_tech_pos',
+    ],
+    healthcare_pharmaceuticals: [
+        'hospitals_clinics',
+        'pharmacies',
+        'medical_equipment',
+        'biotechnology',
+        'home_health',
+        'healthcare_staffing',
+        'wellness_benefits',
+        'healthcare_social_assistance',
+    ],
+    professional_services: [
+        'legal_services',
+        'accounting_auditing',
+        'consulting_firms',
+        'marketing_advertising',
+        'real_estate_agents_property',
+        'corporate_services_incorporation',
+        'hr_workforce_management',
+        'direct_marketing_telemarketing',
+        'legal_accounting_consulting_programming',
+    ],
+    manufacturing_industrial: [
+        'chemical_manufacturing',
+        'electronics_hardware',
+        'automotive_manufacturing',
+        'construction_materials',
+        'textiles_apparel',
+        'mining',
+    ],
+    real_estate_construction: ['real_estate', 'construction'],
+    logistics_transportation: ['transportation_warehousing'],
+    wholesale_trade: ['wholesale_trade'],
+    business_support_services: ['business_support_building'],
+    escort_dating_adult_entertainment: [
+        'escort_services',
+        'dating_adult_entertainment',
+    ],
+};
+export function getCompanyOnboardingSubIndustryCodesForIndustry(industryTypeCode) {
+    if (industryTypeCode == null || industryTypeCode === '') {
+        return [];
+    }
+    const row = COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[industryTypeCode];
+    return row != null ? [...row] : [];
+}
+//# sourceMappingURL=businessVerification.js.map

package/lib/esm/view/spendManagement/commonSetup/types/businessVerification.js.map

@@ -0,0 +1 @@
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{ID} from '../../../../commonStateTypes/common';\nimport {AddressUpdatableInfoPayload} from '../../../addressView/addressViewPayload';\n\nexport const COMPANY_TRANSACTION_VOLUME_CODES = [\n  'less_than_10000',\n  '10000_50000',\n  '50001_250000',\n  '250001_1000000',\n  '1000001_2000000',\n  'over_2000000',\n] as const;\n\nexport type CompanyTransactionVolumeCode =\n  (typeof COMPANY_TRANSACTION_VOLUME_CODES)[number];\n\nexport const COMPANY_SOURCE_OF_FUNDS_CODES = [\n  'sales_of_goods',\n  'sales_of_services',\n  'customer_payments',\n  'investment_capital',\n  'business_loans',\n  'owner_contributions',\n  'franchise_revenue',\n  'rental_income',\n  'government_contracts_grants',\n  'donations_fundraising',\n  'membership_fees_subscriptions',\n  'licensing_royalties',\n  'commission_income',\n  'import_export_revenue',\n  'cryptocurrency_activity',\n] as const;\n\nexport type CompanySourceOfFundsCode =\n  (typeof COMPANY_SOURCE_OF_FUNDS_CODES)[number];\n\nexport const COMPANY_PURPOSE_OF_ACCOUNT_CODES = [\n  'retail_sales',\n  'ecommerce_sales',\n  'cash_heavy_operations',\n  'import_export_trade',\n  'professional_services_not_handling_funds',\n  'professional_services_handling_funds',\n  'holding_investment_company',\n  'property_management_real_estate',\n  'charitable_nonprofit',\n  'construction_contracting',\n  'commercial_cash_operations',\n  'freight_forwarding_logistics',\n  'third_party_payment_processing',\n  'technology_startup',\n  'wholesale_distribution',\n  'franchise_operation',\n  'healthcare_provider',\n  'educational_institution',\n] as const;\n\nexport type CompanyPurposeOfAccountCode =\n  (typeof COMPANY_PURPOSE_OF_ACCOUNT_CODES)[number];\n\n/** Keys for company_us_nexus_desc / form usNexusTypes (labels from usNexusOptions in app locale). */\nexport const COMPANY_US_NEXUS_TYPE_CODES = [\n  'employees',\n  'customers',\n  'physical_office',\n  'banking_relationships',\n] as const;\n\nexport type CompanyUsNexusTypeCode =\n  (typeof COMPANY_US_NEXUS_TYPE_CODES)[number];\n\n/** Industry type codes for onboarding / business verification (paired with sub-industry). */\nexport const COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES = [\n  'retail_consumer_goods',\n  'financial_services',\n  'food_agriculture',\n  'healthcare_pharmaceuticals',\n  'professional_services',\n  'manufacturing_industrial',\n  'real_estate_construction',\n  'logistics_transportation',\n  'wholesale_trade',\n  'business_support_services',\n  'escort_dating_adult_entertainment',\n] as const;\n\nexport type CompanyOnboardingIndustryTypeCode =\n  (typeof COMPANY_ONBOARDING_INDUSTRY_TYPE_CODES)[number];\n\nexport const COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY = {\n  retail_consumer_goods: [\n    'grocery_stores_supermarkets',\n    'convenience_stores',\n    'specialty_food_retailers',\n    'gas_stations_retail',\n    'general_merchandise_department',\n    'online_retail_ecommerce',\n    'subscription_membership',\n    'direct_to_consumer',\n    'cannabis',\n  ],\n  financial_services: [\n    'banks_credit_unions',\n    'fintech_payment_processing',\n    'insurance_providers',\n    'investment_advisors_broker',\n    'lending_mortgage',\n    'treasury_management',\n    'personal_finance_apps',\n    'retirement_planning',\n    'real_estate_investment',\n    'money_service_businesses',\n    'cryptocurrency',\n    'debt_collection',\n    'payday_lending',\n    'gambling',\n  ],\n  food_agriculture: [\n    'farms_agricultural',\n    'food_wholesalers_distributors',\n    'restaurants_cafes',\n    'bars_nightclubs',\n    'catering_services',\n    'farmers_markets',\n    'restaurant_tech_pos',\n  ],\n  healthcare_pharmaceuticals: [\n    'hospitals_clinics',\n    'pharmacies',\n    'medical_equipment',\n    'biotechnology',\n    'home_health',\n    'healthcare_staffing',\n    'wellness_benefits',\n    'healthcare_social_assistance',\n  ],\n  professional_services: [\n    'legal_services',\n    'accounting_auditing',\n    'consulting_firms',\n    'marketing_advertising',\n    'real_estate_agents_property',\n    'corporate_services_incorporation',\n    'hr_workforce_management',\n    'direct_marketing_telemarketing',\n    'legal_accounting_consulting_programming',\n  ],\n  manufacturing_industrial: [\n    'chemical_manufacturing',\n    'electronics_hardware',\n    'automotive_manufacturing',\n    'construction_materials',\n    'textiles_apparel',\n    'mining',\n  ],\n  real_estate_construction: ['real_estate', 'construction'],\n  logistics_transportation: ['transportation_warehousing'],\n  wholesale_trade: ['wholesale_trade'],\n  business_support_services: ['business_support_building'],\n  escort_dating_adult_entertainment: [\n    'escort_services',\n    'dating_adult_entertainment',\n  ],\n} as const satisfies Record<\n  CompanyOnboardingIndustryTypeCode,\n  readonly string[]\n>;\n\nexport type CompanyOnboardingSubIndustryTypeCode = {\n  [K in keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY]: (typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY)[K][number];\n}[keyof typeof COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY];\n\nexport function getCompanyOnboardingSubIndustryCodesForIndustry(\n  industryTypeCode: string | undefined | null\n): CompanyOnboardingSubIndustryTypeCode[] {\n  if (industryTypeCode == null || industryTypeCode === '') {\n    return [];\n  }\n  const row =\n    COMPANY_ONBOARDING_SUB_INDUSTRY_CODES_BY_INDUSTRY[\n      industryTypeCode as CompanyOnboardingIndustryTypeCode\n    ];\n  return row != null ? [...row] : [];\n}\n\nexport interface CompanyOfficerVerificationPayload {\n  additional_submitted_documents_for_verification_file_ids: {\n    social_security_card: ID[];\n  };\n  address: AddressUpdatableInfoPayload;\n  are_additional_documents_submitted_for_verification: boolean;\n  birthday: string | null;\n  company_ownership: number | null;\n  document_type_for_verification: string;\n  file_ids: ID[];\n  first_name: string;\n  last_name: string;\n  nationality_country_code: string;\n  phone: string;\n  ssn: string;\n  sync_token: string;\n  title_at_company: string;\n  user_id: ID;\n  phone_verification?: {\n    otp_challenge: string;\n  };\n}\n\nexport interface NewCompanyOfficerVerificationPayload {\n  address: AddressUpdatableInfoPayload;\n  birthday: string;\n  company_ownership: number;\n  document_type_for_verification: string;\n  email: string;\n  file_ids: ID[];\n  first_name: string;\n  last_name: string;\n  nationality_country_code: string;\n  phone: string;\n  ssn: string;\n  title_at_company: string;\n  phone_verification?: {\n    otp_challenge: string;\n  };\n}\n\nexport interface PrimaryContactVerificationPayload {\n  email: string;\n  first_name: string;\n  last_name: string;\n  sync_token: string;\n  user_id: ID;\n}\n\nexport interface CompanyDetailsVerificationPayload {\n  address: AddressUpdatableInfoPayload;\n  company_description: string;\n  company_inc_date: string | null;\n  company_inc_type: string;\n  company_industry: string | null;\n  company_legal_name: string;\n  company_url: string;\n  file_ids: ID[];\n  is_new_company_industry_verified: boolean;\n  is_ready_for_verification: boolean;\n  is_registered_address_same_as_company_address: boolean;\n  phone: string;\n  registered_address: AddressUpdatableInfoPayload;\n  source_of_funds: string;\n  sync_token: string;\n  tax_id: string;\n  company_countries_of_operations?: string[];\n  company_inc_state?: string | null;\n  company_industry_sub_type?: string;\n  company_industry_type?: string;\n  company_purpose_of_account?: CompanyPurposeOfAccountCode;\n  company_purpose_of_account_desc?: string;\n  company_regulated_states?: boolean;\n  company_regulated_states_desc?: string;\n  company_source_of_funds?: CompanySourceOfFundsCode;\n  company_source_of_funds_desc?: string;\n  company_transaction_vol_expectations?: CompanyTransactionVolumeCode;\n  company_transaction_vol_expectations_desc?: string;\n  company_us_nexus?: boolean;\n  company_us_nexus_desc?: string[];\n  subscription_billing_address?: AddressUpdatableInfoPayload;\n}\n\nexport interface BusinessVerificationDataPayload {\n  business_verification_submitted_for_feature: string;\n  company: Partial<CompanyDetailsVerificationPayload>;\n  company_officer:\n    | Partial<CompanyOfficerVerificationPayload>\n    | Partial<NewCompanyOfficerVerificationPayload>;\n  primary_contact_user: Partial<PrimaryContactVerificationPayload>;\n}\n"]}

package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js

@@ -0,0 +1,42 @@
+/** Confidence floor below which we drop an autofill candidate. */
+export const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};
+/**
+ * Maps a persisted {@link AllowedDocumentType} (snake_case — the value stored on
+ * an officer's `documentTypeSelectedForVerification`) to the parser-side
+ * {@link KycProvidedDocumentType}. Returns `null` for document types with no KYC
+ * parser today (e.g. `id_document` / state ID, and any non-identity doc).
+ *
+ * The officer's stored selection is an `AllowedDocumentType`, not a
+ * {@link KycSelectDocumentType}; use this — not {@link toKycProvidedDocumentType}
+ * — when triggering autofill off that field.
+ */
+export const toKycProvidedDocumentTypeFromAllowed = (allowedType) => {
+    switch (allowedType) {
+        case 'passport':
+            return 'passport';
+        case 'driving_license':
+            return 'driving_license';
+        case 'social_security_card':
+            return 'social_security_card';
+        default:
+            return null;
+    }
+};
+//# sourceMappingURL=kycKybAutofill.js.map

package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"kycKybAutofill.js","sourceRoot":"","sources":["../../../../../../src/view/spendManagement/commonSetup/types/kycKybAutofill.ts"],"names":[],"mappings":"AAgKA,kEAAkE;AAClE,MAAM,CAAC,MAAM,+BAA+B,GAAG,GAAG,CAAC;AAEnD;;;;GAIG;AACH,MAAM,CAAC,MAAM,yBAAyB,GAAG,CACvC,UAAiC,EACD,EAAE;IAClC,QAAQ,UAAU,EAAE,CAAC;QACnB,KAAK,eAAe;YAClB,OAAO,iBAAiB,CAAC;QAC3B,KAAK,UAAU;YACb,OAAO,UAAU,CAAC;QACpB,KAAK,SAAS;YACZ,OAAO,sBAAsB,CAAC;QAChC,KAAK,SAAS;YACZ,OAAO,IAAI,CAAC;IAChB,CAAC;AACH,CAAC,CAAC;AAEF;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,oCAAoC,GAAG,CAClD,WAAgC,EACA,EAAE;IAClC,QAAQ,WAAW,EAAE,CAAC;QACpB,KAAK,UAAU;YACb,OAAO,UAAU,CAAC;QACpB,KAAK,iBAAiB;YACpB,OAAO,iBAAiB,CAAC;QAC3B,KAAK,sBAAsB;YACzB,OAAO,sBAAsB,CAAC;QAChC;YACE,OAAO,IAAI,CAAC;IAChB,CAAC;AACH,CAAC,CAAC","sourcesContent":["/**\n * Shared types for the KYC / KYB document autofill flow that lives inside the\n * commonSetup feature (Setup pages + Onboarding both consume it via the same\n * selector view; there is no separate state slice).\n *\n * Backed by document-communication-agent `POST /1.0/documents/process/sync`,\n * which proxies document-service ExtendAI parsers and returns one of the\n * parser payloads below — each value shaped as `{value, confidence}` per field.\n */\nimport {ID} from '../../../../commonStateTypes/common';\nimport {AllowedDocumentType} from '../../../../entity/file/fileState';\n\n/**\n * Form-side identity document types as picked in `SelectDocumentField`.\n * These are camelCase per the web-components convention.\n */\nexport type KycSelectDocumentType =\n  | 'driverLicense'\n  | 'passport'\n  | 'ssnCard'\n  | 'stateId';\n\n/**\n * KYC document types accepted by the document-service parsers (snake_case).\n * Subset of {@link KycKybProvidedDocumentType}. `stateId` from the form maps\n * to no parser today and is skipped at dispatch time.\n */\nexport type KycProvidedDocumentType =\n  | 'passport'\n  | 'driving_license'\n  | 'social_security_card';\n\n/** KYB document types accepted by the document-service parsers. */\nexport type KybProvidedDocumentType =\n  | 'certificate_of_incorporation'\n  | 'tax_ein';\n\n/** All KYC / KYB document types accepted by document-communication-agent. */\nexport type KycKybProvidedDocumentType =\n  | KycProvidedDocumentType\n  | KybProvidedDocumentType;\n\n/** Field value with model confidence (0..1) as returned by ExtendAI parsers. */\nexport interface FieldWithConfidence<T = string | null> {\n  confidence: number;\n  value: T | null;\n}\n\n/**\n * Parser payloads — keep in sync with document-service\n * `processors/parsers/extend_*_parser.py`.\n */\nexport interface ExtendPassportParsed {\n  date_of_birth?: FieldWithConfidence;\n  date_of_expiry?: FieldWithConfidence;\n  date_of_issue?: FieldWithConfidence;\n  first_name?: FieldWithConfidence;\n  gender?: FieldWithConfidence;\n  issuing_authority?: FieldWithConfidence;\n  last_name?: FieldWithConfidence;\n  mrz_line_1?: FieldWithConfidence;\n  mrz_line_2?: FieldWithConfidence;\n  nationality?: FieldWithConfidence;\n  passport_number?: FieldWithConfidence;\n  place_of_birth?: FieldWithConfidence;\n}\n\nexport interface ExtendDrivingLicenseParsed {\n  address_city?: FieldWithConfidence;\n  address_state?: FieldWithConfidence;\n  address_street?: FieldWithConfidence;\n  address_zip?: FieldWithConfidence;\n  date_of_birth?: FieldWithConfidence;\n  date_of_expiry?: FieldWithConfidence;\n  date_of_issue?: FieldWithConfidence;\n  first_name?: FieldWithConfidence;\n  issuing_state?: FieldWithConfidence;\n  last_name?: FieldWithConfidence;\n  license_number?: FieldWithConfidence;\n  middle_name?: FieldWithConfidence;\n}\n\nexport interface ExtendSsnCardParsed {\n  full_name?: FieldWithConfidence;\n}\n\nexport interface ExtendCertificateOfIncorporationParsed {\n  company_address?: FieldWithConfidence;\n  company_legal_name?: FieldWithConfidence;\n  countries_of_operations?: FieldWithConfidence<string[]>;\n  date_of_incorporation?: FieldWithConfidence;\n  ein?: FieldWithConfidence;\n  industry?: FieldWithConfidence;\n  phone_number?: FieldWithConfidence;\n  product_description?: FieldWithConfidence;\n  purpose_of_account?: FieldWithConfidence;\n  registered_address?: FieldWithConfidence;\n  regulated_status?: FieldWithConfidence;\n  source_of_funds?: FieldWithConfidence;\n  state_of_incorporation?: FieldWithConfidence;\n  sub_industry?: FieldWithConfidence;\n  sub_us_nexus?: FieldWithConfidence;\n  transaction_volume_expectations?: FieldWithConfidence;\n  type_of_incorporation?: FieldWithConfidence;\n  us_nexus?: FieldWithConfidence;\n  website?: FieldWithConfidence;\n}\n\nexport interface ExtendTaxEinParsed {\n  ein?: FieldWithConfidence;\n  irs_address?: FieldWithConfidence;\n  legal_business_name?: FieldWithConfidence;\n  trade_name?: FieldWithConfidence;\n}\n\n/** POST /1.0/documents/process/sync request body. */\nexport interface SyncDocumentsProcessRequest {\n  files: Array<{file_id: ID}>;\n  provided_document_type: KycKybProvidedDocumentType;\n  metadata?: {source?: string} & Record<string, unknown>;\n  processing_priority?: number;\n}\n\n/** Parser payload union — `data.files[0].extracted_data` for any document type. */\nexport type ExtendExtractedData =\n  | ExtendPassportParsed\n  | ExtendDrivingLicenseParsed\n  | ExtendSsnCardParsed\n  | ExtendCertificateOfIncorporationParsed\n  | ExtendTaxEinParsed;\n\n/** Per-file row inside the batch response. */\nexport interface SyncDocumentsProcessFileResult {\n  extracted_data: ExtendExtractedData | null;\n  file_id: ID;\n  status: string;\n  filename?: string | null;\n  processing_metadata?: Record<string, unknown>;\n}\n\n/** POST /1.0/documents/process/sync response body. */\nexport interface SyncDocumentsProcessResponse {\n  data: {\n    files: SyncDocumentsProcessFileResult[];\n    provided_document_type: KycKybProvidedDocumentType;\n    request_id: string;\n    status: string;\n    tenant_id: string;\n    metadata?: Record<string, unknown>;\n  } | null;\n  status: {code: number; message: string};\n}\n\n/**\n * Discriminator for which Redux slice to apply the autofill to — setup pages\n * (`spendManagement/commonSetup`) and onboarding (`onboardingView/customerView`)\n * share the same field shapes but live in separate slices.\n */\nexport type KycKybAutofillTarget = 'setup' | 'onboarding';\n\n/** Confidence floor below which we drop an autofill candidate. */\nexport const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;\n\n/**\n * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the\n * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for\n * `stateId`, which has no parser today.\n */\nexport const toKycProvidedDocumentType = (\n  selectType: KycSelectDocumentType\n): KycProvidedDocumentType | null => {\n  switch (selectType) {\n    case 'driverLicense':\n      return 'driving_license';\n    case 'passport':\n      return 'passport';\n    case 'ssnCard':\n      return 'social_security_card';\n    case 'stateId':\n      return null;\n  }\n};\n\n/**\n * Maps a persisted {@link AllowedDocumentType} (snake_case — the value stored on\n * an officer's `documentTypeSelectedForVerification`) to the parser-side\n * {@link KycProvidedDocumentType}. Returns `null` for document types with no KYC\n * parser today (e.g. `id_document` / state ID, and any non-identity doc).\n *\n * The officer's stored selection is an `AllowedDocumentType`, not a\n * {@link KycSelectDocumentType}; use this — not {@link toKycProvidedDocumentType}\n * — when triggering autofill off that field.\n */\nexport const toKycProvidedDocumentTypeFromAllowed = (\n  allowedType: AllowedDocumentType\n): KycProvidedDocumentType | null => {\n  switch (allowedType) {\n    case 'passport':\n      return 'passport';\n    case 'driving_license':\n      return 'driving_license';\n    case 'social_security_card':\n      return 'social_security_card';\n    default:\n      return null;\n  }\n};\n"]}