@zeniai/client-epic-state 5.1.3 → 5.1.4-beta0ND

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

@@ -21,16 +21,32 @@ export interface OnboardingCustomerViewUIState {
     isQBOPopupOpen: boolean;
 }
 export interface OnboardingCustomerViewState extends FetchedState {
+    aiAgentsActivation: AiAgentsActivationSubview;
     companyDetails: {
+        /**
+         * Field names from {@link CompanyDetailsLocalData} populated by AI autofill
+         * from an uploaded KYB document during onboarding. Drives the ✦ sparkle.
+         */
+        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
+        /**
+         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
+         * from an uploaded KYC identity document during onboarding.
+         */
+        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
     dashboardLoadedStatus: FetchStateAndError;
+    /**
+     * File IDs currently being parsed by the AI autofill epic for onboarding.
+     * Drives the "AI is reading your document" overlay on the upload field.
+     */
+    parsingDocumentFileIds: ID[];
     paymentAccountDetails: {
         fetchStatus: FetchStateAndError;
         paymentAccountIds: ID[];
@@ -44,5 +60,29 @@ export interface OnboardingCustomerViewState extends FetchedState {
     subscriptionPaymentAccountIds: ID[];
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
+    aiActivationViewedAcknowledgementStatus?: FetchStateAndError;
+    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     subscriptionBillingAddress?: Address;
 }
+export type AiAgentsActivationPhaseStatus = 'idle' | 'starting' | 'building' | 'ready';
+export interface AiAgentsActivationPhase {
+    key: string;
+    status: AiAgentsActivationPhaseStatus;
+    completedAt?: string;
+    startedAt?: string;
+}
+export interface AiAgentsActivationCounts {
+    customerCount: number;
+    glAccountCount: number;
+    targetTransactionCount: number;
+    transactionCount: number;
+    vendorCount: number;
+    asOf?: string;
+}
+export interface AiAgentsActivationSubview {
+    counts: AiAgentsActivationCounts;
+    fetchStatus: FetchStateAndError;
+    phases: AiAgentsActivationPhase[];
+}
+export declare const emptyAiAgentsActivationCounts: AiAgentsActivationCounts;
+export declare const emptyAiAgentsActivationSubview: AiAgentsActivationSubview;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingStepType = exports.ALL_ONBOARDING_STEPS = exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = exports.ALL_ZENI_USER_ONBOARDING_STEPS = exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = exports.REQUIRED_ONBOARDING_STEPS = exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = void 0;
 const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
 exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
     'link_payment_account',
@@ -30,3 +30,15 @@ exports.ALL_ONBOARDING_STEPS = [
 ];
 const toOnboardingStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_STEPS);
 exports.toOnboardingStepType = toOnboardingStepType;
+exports.emptyAiAgentsActivationCounts = {
+    customerCount: 0,
+    glAccountCount: 0,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+exports.emptyAiAgentsActivationSubview = {
+    counts: exports.emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts

@@ -26,7 +26,7 @@ export interface CashManagementSettingsPayload {
     cash_management_settings_id: string | null;
     frequency: string;
     minimum_buffer_usd: number;
-    next_transfer_date: string;
+    next_run_date: string;
     source_bank_account: DepositAccountPayload;
 }
 export type CashManagementSettingsResponse = ZeniAPIResponse<CashManagementSettingsPayload>;

package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js

@@ -24,8 +24,8 @@ const toAutoSweepFlowStatePatch = (payload) => {
     return {
         bufferAmount: (0, amount_1.toAmount)(payload.minimum_buffer_usd, currencyCode ?? 'USD', currencySymbol ?? '$'),
         frequency: (0, autoSweepFlowState_1.toAutoSweepFrequency)(payload.frequency) ?? 'weekly',
-        nextTransferDate: payload.next_transfer_date != null && payload.next_transfer_date !== ''
-            ? (0, zeniDayJS_1.date)(payload.next_transfer_date)
+        nextTransferDate: payload.next_run_date != null && payload.next_run_date !== ''
+            ? (0, zeniDayJS_1.date)(payload.next_run_date)
             : undefined,
         primaryFundingAccountId: payload.source_bank_account.deposit_account_id ?? undefined,
         settingsId: payload.cash_management_settings_id ?? undefined,

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts

@@ -0,0 +1,28 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { applyKybDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure } from '../../kycKybAutofillActions';
+import { applyKybDocumentAutofillForSetup } from '../../setupViewReducer';
+import { CompanyDetailsLocalData } from '../../setupViewState';
+export type ActionType = ReturnType<typeof parseUploadedKybDocument | typeof parseUploadedKybDocumentFailure | typeof applyKybDocumentAutofillForSetup | typeof applyKybDocumentAutofillForOnboarding>;
+export declare const parseUploadedKybDocumentEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<{
+    payload: import("../../kycKybAutofillActions").ParseUploadedDocumentFailurePayload;
+    type: string;
+} | {
+    payload: {
+        autoFilledFieldNames: string[];
+        companyId: import("../../../../..").ID;
+        fileId: import("../../../../..").ID;
+        values: Partial<CompanyDetailsLocalData>;
+    };
+    type: "onboardingCustomerView/applyKybDocumentAutofillForOnboarding";
+} | {
+    payload: {
+        autoFilledFieldNames: string[];
+        companyId: import("../../../../..").ID;
+        fileId: import("../../../../..").ID;
+        values: Partial<CompanyDetailsLocalData>;
+    };
+    type: "setupView/applyKybDocumentAutofillForSetup";
+}>;

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js

@@ -0,0 +1,62 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKybDocumentEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const onboardingCustomerViewReducer_1 = require("../../../../onboardingView/customerView/onboardingCustomerViewReducer");
+const kycKybAutofillActions_1 = require("../../kycKybAutofillActions");
+const kycKybParseMapper_1 = require("../../kycKybParseMapper");
+const setupViewReducer_1 = require("../../setupViewReducer");
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+const parseUploadedKybDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(kycKybAutofillActions_1.parseUploadedKybDocument.match), (0, operators_1.mergeMap)((action) => {
+    const { target, companyId, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    const failureAction = (0, kycKybAutofillActions_1.parseUploadedKybDocumentFailure)({ target, fileId });
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        // Sync API returns a batch envelope: `data.files[0].extracted_data`
+        // is the parser payload; `data` itself is the request-level wrapper.
+        const extracted = response.data.files?.[0]?.extracted_data;
+        if (extracted == null) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        let result;
+        switch (documentType) {
+            case 'certificate_of_incorporation':
+                result = (0, kycKybParseMapper_1.mapCoiToCompanyDetails)(extracted);
+                break;
+            case 'tax_ein':
+                result = (0, kycKybParseMapper_1.mapTaxEinToCompanyDetails)(extracted);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        const applyAction = target === 'setup'
+            ? (0, setupViewReducer_1.applyKybDocumentAutofillForSetup)({
+                companyId,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : (0, onboardingCustomerViewReducer_1.applyKybDocumentAutofillForOnboarding)({
+                companyId,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return (0, rxjs_1.of)(applyAction);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)(failureAction)));
+}));
+exports.parseUploadedKybDocumentEpic = parseUploadedKybDocumentEpic;

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts

@@ -0,0 +1,9 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { RootState } from '../../../../../reducer';
+import { ZeniAPI } from '../../../../../zeniAPI';
+import { newAddressInLocalStore } from '../../../../addressView/addressViewReducer';
+import { applyKycDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKycDocument, parseUploadedKycDocumentFailure } from '../../kycKybAutofillActions';
+import { applyKycDocumentAutofillForSetup } from '../../setupViewReducer';
+export type ActionType = ReturnType<typeof parseUploadedKycDocument | typeof parseUploadedKycDocumentFailure | typeof applyKycDocumentAutofillForSetup | typeof applyKycDocumentAutofillForOnboarding | typeof newAddressInLocalStore>;
+export declare const parseUploadedKycDocumentEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => import("rxjs").Observable<ActionType>;

package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js

@@ -0,0 +1,81 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKycDocumentEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const responsePayload_1 = require("../../../../../responsePayload");
+const addressViewReducer_1 = require("../../../../addressView/addressViewReducer");
+const onboardingCustomerViewReducer_1 = require("../../../../onboardingView/customerView/onboardingCustomerViewReducer");
+const kycKybAutofillActions_1 = require("../../kycKybAutofillActions");
+const kycKybParseMapper_1 = require("../../kycKybParseMapper");
+const setupViewReducer_1 = require("../../setupViewReducer");
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+const parseUploadedKycDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(kycKybAutofillActions_1.parseUploadedKycDocument.match), (0, operators_1.mergeMap)((action) => {
+    const { target, companyId, officerType, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    const failureAction = (0, kycKybAutofillActions_1.parseUploadedKycDocumentFailure)({ target, fileId });
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe((0, operators_1.mergeMap)((response) => {
+        if (!(0, responsePayload_1.isSuccessResponse)(response) || response.data == null) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        // Sync API returns a batch envelope: `data.files[0].extracted_data`
+        // is the parser payload; `data` itself is the request-level wrapper
+        // ({request_id, status, files, metadata, ...}). Drill in before
+        // dispatching to the mapper.
+        const extracted = response.data.files?.[0]?.extracted_data;
+        if (extracted == null) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        let result;
+        switch (documentType) {
+            case 'passport':
+                result = (0, kycKybParseMapper_1.mapPassportToOfficer)(extracted);
+                break;
+            case 'driving_license':
+                result = (0, kycKybParseMapper_1.mapDrivingLicenseToOfficer)(extracted);
+                break;
+            case 'social_security_card':
+                result = (0, kycKybParseMapper_1.mapSsnCardToOfficer)(extracted);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return (0, rxjs_1.of)(failureAction);
+        }
+        const applyAction = target === 'setup'
+            ? (0, setupViewReducer_1.applyKycDocumentAutofillForSetup)({
+                companyId,
+                officerType,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : (0, onboardingCustomerViewReducer_1.applyKycDocumentAutofillForOnboarding)({
+                companyId,
+                officerType,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        const actions = [applyAction];
+        // Driving licenses also carry the home address, which lives in the
+        // addressView slice (keyed `officer_<n>_address`). Seed it so the
+        // section's address field + ✦ badge pick it up.
+        if (result.address != null) {
+            const addressType = `${officerType.toLowerCase()}_address`;
+            actions.push((0, addressViewReducer_1.newAddressInLocalStore)({
+                addressType,
+                addressToCreate: result.address,
+            }));
+        }
+        return (0, rxjs_1.from)(actions);
+    }), (0, operators_1.catchError)(() => (0, rxjs_1.of)(failureAction)));
+}));
+exports.parseUploadedKycDocumentEpic = parseUploadedKycDocumentEpic;

package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts

@@ -0,0 +1,24 @@
+import { ID } from '../../../commonStateTypes/common';
+import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
+import { KybProvidedDocumentType, KycKybAutofillTarget, KycProvidedDocumentType } from './types/kycKybAutofill';
+export interface ParseUploadedKycDocumentPayload {
+    companyId: ID;
+    documentType: KycProvidedDocumentType;
+    fileId: ID;
+    officerType: CompanyOfficerType;
+    target: KycKybAutofillTarget;
+}
+export interface ParseUploadedKybDocumentPayload {
+    companyId: ID;
+    documentType: KybProvidedDocumentType;
+    fileId: ID;
+    target: KycKybAutofillTarget;
+}
+export declare const parseUploadedKycDocument: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedKycDocumentPayload, string>;
+export declare const parseUploadedKybDocument: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedKybDocumentPayload, string>;
+export interface ParseUploadedDocumentFailurePayload {
+    fileId: ID;
+    target: KycKybAutofillTarget;
+}
+export declare const parseUploadedKycDocumentFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedDocumentFailurePayload, string>;
+export declare const parseUploadedKybDocumentFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ParseUploadedDocumentFailurePayload, string>;

package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js

@@ -0,0 +1,17 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.parseUploadedKybDocumentFailure = exports.parseUploadedKycDocumentFailure = exports.parseUploadedKybDocument = exports.parseUploadedKycDocument = void 0;
+/**
+ * Trigger actions for the KYC / KYB autofill epics.
+ *
+ * These actions don't mutate state — the epic listens for them, calls
+ * document-communication-agent's sync endpoint, and dispatches the appropriate
+ * `applyKyc/KybDocumentAutofillFor{Setup,Onboarding}` against the matching
+ * slice. Co-located with the rest of the commonSetup module because the entire
+ * autofill flow is auxiliary to the setup view; there is no separate state.
+ */
+const toolkit_1 = require("@reduxjs/toolkit");
+exports.parseUploadedKycDocument = (0, toolkit_1.createAction)('commonSetup/parseUploadedKycDocument');
+exports.parseUploadedKybDocument = (0, toolkit_1.createAction)('commonSetup/parseUploadedKybDocument');
+exports.parseUploadedKycDocumentFailure = (0, toolkit_1.createAction)('commonSetup/parseUploadedKycDocumentFailure');
+exports.parseUploadedKybDocumentFailure = (0, toolkit_1.createAction)('commonSetup/parseUploadedKybDocumentFailure');

package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts

@@ -0,0 +1,29 @@
+import { AddressUpdatableInfo } from '../../addressView/addressViewState';
+import { CompanyDetailsLocalData, CompanyOfficerLocalData } from './setupViewState';
+import { ExtendCertificateOfIncorporationParsed, ExtendDrivingLicenseParsed, ExtendPassportParsed, ExtendSsnCardParsed, ExtendTaxEinParsed } from './types/kycKybAutofill';
+export interface AutofillResult<TLocalData> {
+    autoFilledFieldNames: (keyof TLocalData & string)[];
+    values: Partial<TLocalData>;
+}
+/**
+ * Officer mappers may additionally produce an address (driving license only).
+ * The officer's address lives in the `addressView` slice — not in
+ * `CompanyOfficerLocalData` — so it is returned separately and the consuming
+ * epic dispatches `newAddressInLocalStore` for it. The synthetic field name
+ * `'officerAddress'` is appended to `autoFilledFieldNames` so the form section
+ * shows the ✦ badge next to the address field.
+ */
+export interface OfficerAutofillResult extends AutofillResult<CompanyOfficerLocalData> {
+    address?: AddressUpdatableInfo;
+}
+export declare const OFFICER_ADDRESS_AUTOFILL_FIELD = "officerAddress";
+/** Passport → Company Officer. */
+export declare const mapPassportToOfficer: (parsed: ExtendPassportParsed) => AutofillResult<CompanyOfficerLocalData>;
+/** Driving License → Company Officer (name, DOB, and home address). */
+export declare const mapDrivingLicenseToOfficer: (parsed: ExtendDrivingLicenseParsed) => OfficerAutofillResult;
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+export declare const mapSsnCardToOfficer: (parsed: ExtendSsnCardParsed) => AutofillResult<CompanyOfficerLocalData>;
+/** Certificate of Incorporation → Company Details. */
+export declare const mapCoiToCompanyDetails: (parsed: ExtendCertificateOfIncorporationParsed) => AutofillResult<CompanyDetailsLocalData>;
+/** Tax EIN letter → Company Details. */
+export declare const mapTaxEinToCompanyDetails: (parsed: ExtendTaxEinParsed) => AutofillResult<CompanyDetailsLocalData>;

package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js

@@ -0,0 +1,215 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.mapTaxEinToCompanyDetails = exports.mapCoiToCompanyDetails = exports.mapSsnCardToOfficer = exports.mapDrivingLicenseToOfficer = exports.mapPassportToOfficer = exports.OFFICER_ADDRESS_AUTOFILL_FIELD = void 0;
+/**
+ * Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
+ *
+ * Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
+ * both the merged values and the list of field names that were autofilled so the
+ * UI can show the ✦ AI badge next to each.
+ */
+const zeniDayJS_1 = require("../../../zeniDayJS");
+const zeniUrl_1 = require("../../../zeniUrl");
+const kycKybAutofill_1 = require("./types/kycKybAutofill");
+exports.OFFICER_ADDRESS_AUTOFILL_FIELD = 'officerAddress';
+// US driving licenses carry a US state in `address_state` but no country field;
+// default the composed address to the US.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'United States';
+const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
+const emptyResult = () => ({
+    values: {},
+    autoFilledFieldNames: [],
+});
+const isConfident = (field) => {
+    if (field == null) {
+        return false;
+    }
+    if (field.value == null) {
+        return false;
+    }
+    return field.confidence >= kycKybAutofill_1.KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
+};
+const assignAutofilledValue = (result, key, value) => {
+    if (value == null) {
+        return;
+    }
+    if (typeof value === 'string' && value.trim() === '') {
+        return;
+    }
+    result.values[key] = value;
+    result.autoFilledFieldNames.push(key);
+};
+const tryParseDate = (rawDate) => {
+    const parsedDate = (0, zeniDayJS_1.date)(rawDate);
+    if (parsedDate.isValid()) {
+        return parsedDate;
+    }
+    return undefined;
+};
+const splitFullName = (fullName) => {
+    const parts = fullName.trim().split(/\s+/);
+    if (parts.length === 1) {
+        return { firstName: parts[0], lastName: '' };
+    }
+    const lastName = parts[parts.length - 1];
+    const firstName = parts.slice(0, -1).join(' ');
+    return { firstName, lastName };
+};
+/** Passport → Company Officer. */
+const mapPassportToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // The raw nationality string (e.g. "USA", "UNITED STATES OF AMERICA") is
+    // passed through unresolved; the consuming form section normalizes it to an
+    // ISO-2 code via the `countries-list` dataset before `setValue`. The form
+    // value (not this localData seed) is what gets submitted.
+    if (isConfident(parsed.nationality)) {
+        assignAutofilledValue(result, 'nationalityCountryCode', parsed.nationality.value);
+    }
+    return result;
+};
+exports.mapPassportToOfficer = mapPassportToOfficer;
+/** Driving License → Company Officer (name, DOB, and home address). */
+const mapDrivingLicenseToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // The officer address lives in the addressView slice rather than
+    // CompanyOfficerLocalData, so it's returned separately for the epic to
+    // dispatch via newAddressInLocalStore.
+    const street = isConfident(parsed.address_street)
+        ? parsed.address_street.value.trim()
+        : undefined;
+    const city = isConfident(parsed.address_city)
+        ? parsed.address_city.value.trim()
+        : undefined;
+    const state = isConfident(parsed.address_state)
+        ? parsed.address_state.value.trim()
+        : undefined;
+    const postalCode = isConfident(parsed.address_zip)
+        ? parsed.address_zip.value.trim()
+        : undefined;
+    if (street != null || city != null || state != null || postalCode != null) {
+        result.address = {
+            street: street != null ? [street] : [],
+            city: city ?? '',
+            state: state ?? '',
+            postalCode: postalCode ?? '',
+            country: DRIVING_LICENSE_DEFAULT_COUNTRY,
+            countryCode: DRIVING_LICENSE_DEFAULT_COUNTRY_CODE,
+        };
+        result.autoFilledFieldNames.push(exports.OFFICER_ADDRESS_AUTOFILL_FIELD);
+    }
+    return result;
+};
+exports.mapDrivingLicenseToOfficer = mapDrivingLicenseToOfficer;
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+const mapSsnCardToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.full_name)) {
+        const { firstName, lastName } = splitFullName(parsed.full_name.value);
+        if (firstName !== '') {
+            assignAutofilledValue(result, 'firstName', firstName);
+        }
+        if (lastName !== '') {
+            assignAutofilledValue(result, 'lastName', lastName);
+        }
+    }
+    return result;
+};
+exports.mapSsnCardToOfficer = mapSsnCardToOfficer;
+/** Certificate of Incorporation → Company Details. */
+const mapCoiToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.company_legal_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    if (isConfident(parsed.phone_number)) {
+        assignAutofilledValue(result, 'phone', parsed.phone_number.value);
+    }
+    if (isConfident(parsed.product_description)) {
+        assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
+    }
+    if (isConfident(parsed.website)) {
+        try {
+            assignAutofilledValue(result, 'website', (0, zeniUrl_1.toZeniUrl)(parsed.website.value));
+        }
+        catch {
+            // ignore — malformed URL string from OCR
+        }
+    }
+    if (isConfident(parsed.industry)) {
+        assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
+    }
+    if (isConfident(parsed.sub_industry)) {
+        assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
+    }
+    if (isConfident(parsed.type_of_incorporation)) {
+        assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
+    }
+    if (isConfident(parsed.date_of_incorporation)) {
+        const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'incDate', parsedDate);
+        }
+    }
+    if (isConfident(parsed.state_of_incorporation)) {
+        assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
+    }
+    if (isConfident(parsed.countries_of_operations)) {
+        assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
+    }
+    if (isConfident(parsed.source_of_funds)) {
+        assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
+    }
+    if (isConfident(parsed.transaction_volume_expectations)) {
+        assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
+    }
+    if (isConfident(parsed.purpose_of_account)) {
+        assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
+    }
+    if (isConfident(parsed.regulated_status)) {
+        assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
+    }
+    if (isConfident(parsed.us_nexus)) {
+        assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
+    }
+    return result;
+};
+exports.mapCoiToCompanyDetails = mapCoiToCompanyDetails;
+/** Tax EIN letter → Company Details. */
+const mapTaxEinToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.legal_business_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    return result;
+};
+exports.mapTaxEinToCompanyDetails = mapTaxEinToCompanyDetails;

package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts

@@ -2,7 +2,7 @@ import { ID } from '../../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../../responsePayload';
 import { ZeniDate } from '../../../zeniDayJS';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
-import { CompanyDetailsLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
+import { CompanyDetailsLocalData, CompanyOfficerLocalData, SetupViewLocalData, SetupViewState } from './setupViewState';
 export declare const initialState: SetupViewState;
 export declare const enableSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, setupViewType: "bill_pay" | "reimbursement" | "zeni_accounts" | "zeni_treasury" | "charge_cards" | "other_connection" | "billing" | "debit_cards" | "charge_cards__debit_cards"], {
     companyId: string;
@@ -29,6 +29,32 @@ export declare const enableSetup: import("@reduxjs/toolkit").ActionCreatorWithPr
 }, "setupView/sendOtpSuccess">, sendOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/sendOtpFailure">, verifyOtpSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtp">, verifyOtpSuccessSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/verifyOtpSuccess">, verifyOtpFailureSpendManagementSetUp: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "setupView/verifyOtpFailure">, saveIndustryAndIncDateInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     incDate: ZeniDate;
     industry: string;
-}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView">;
+}, "setupView/saveIndustryAndIncDateInLocalStore">, clearSetupViewDataInLocalStore: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupViewDataInLocalStore">, clearSetupView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"setupView/clearSetupView">, applyKycDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
+    autoFilledFieldNames: string[];
+    companyId: ID;
+    fileId: ID;
+    officerType: CompanyOfficerType;
+    values: Partial<CompanyOfficerLocalData>;
+}], {
+    autoFilledFieldNames: string[];
+    companyId: ID;
+    fileId: ID;
+    officerType: CompanyOfficerType;
+    values: Partial<CompanyOfficerLocalData>;
+}, "setupView/applyKycDocumentAutofillForSetup", never, never>, applyKybDocumentAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload: {
+    autoFilledFieldNames: string[];
+    companyId: ID;
+    fileId: ID;
+    values: Partial<CompanyDetailsLocalData>;
+}], {
+    autoFilledFieldNames: string[];
+    companyId: ID;
+    fileId: ID;
+    values: Partial<CompanyDetailsLocalData>;
+}, "setupView/applyKybDocumentAutofillForSetup", never, never>, clearKycKybAutofillForSetup: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[payload?: {
+    officerType?: CompanyOfficerType;
+} | undefined], {
+    officerType?: CompanyOfficerType;
+}, "setupView/clearKycKybAutofillForSetup", never, never>;
 declare const _default: import("redux").Reducer<SetupViewState>;
 export default _default;