@zeniai/client-epic-state 5.1.4-beta1ND → 5.1.4-beta3ND

package/lib/esm/index.js

@@ -215,8 +215,9 @@ import { toNotificationSubTabTypeStrict, toNotificationTabTypeStrict, } from './
 import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetchOnboardingCompletedCompanies, fetchQBOConnectionPool, getOnboardingEmailGroup, initializeOnboardingCustomerViewUpdateData, resetNewOnboardedCustomerId, retryBankAccountConnectionForOnboarding, saveOnboardingCustomerCompletedStatus, saveOnboardingCustomerDataInLocalStore, saveOnboardingCustomerNotes, saveOnboardingCustomerViewUpdateData, saveOnboardingCustomerViewUpdates, sendOnboardingCustomerViewInvite, updateCustomerCreationStatus, updateOnboardingCustomerDataInLocalStore, updateOnboardingCustomerListUIState, updateQBOConnectionPoolExternalConnection, updateStatusAfterOnboardingCompleted, } from './view/onboardingView/cockpitView/onboardingCockpitViewReducer';
 import { getNewOnboardingCustomerView, getOnboardingCockpitView, } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
 import { toProductType, toProductTypeStrict, } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
-import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
-import { getOnboardingCustomerView, getProductSettingsString, } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
+import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
+import { getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString, } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
+import { ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingSubStepType, } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState, } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState, } from './view/opEx/opExSelector';
 import { clearOpExByVendorSearch, fetchOpExByVendor, fetchOpExByVendorReportForTimeframe, updateOpExByVendorAdditionalBalancesSelection, updateOpExByVendorDownloadState, updateOpExByVendorPageFetchInProgress, updateOpExByVendorPageLimit, updateOpExByVendorSearchString, updateOpExByVendorSort, updateOpExByVendorSortOrSearchInProgress, updateOpExByVendorTimeFrame, updateOpExByVendorUIState, } from './view/opExByVendor/opExByVendorReducer';
@@ -607,7 +608,7 @@ export { saveTransactionVendor, saveTransactionVendorSuccessOrFailure, updateTra
 export { fetchCompanyConfig };
 export { getCompanyConfig };
 export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
-export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getOnboardingCustomerView, getProductSettingsString, };
+export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString, ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingSubStepType, };
 export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, getAccountMappingView, initializeAccountMappingView, };
 export { getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
 export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };

package/lib/esm/view/fileView/epic/updateFileNameEpic.js

@@ -1,9 +1,9 @@
 import { of } from 'rxjs';
-import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { catchError, filter, mergeMap, switchMap } from 'rxjs/operators';
 import { updateFiles } from '../../../entity/file/fileReducer';
 import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
 import { updateFileName, updateFileNameFailure, updateFileNameSuccess, } from '../fileViewReducer';
-export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), mergeMap((action) => {
+export const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(updateFileName.match), switchMap((action) => {
     /**
      * tenantId is required for updating onboarding file names.
      */

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

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

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

@@ -13,10 +13,10 @@ import { toAddressViewLocalData } from '../../../../addressView/toAddressViewLoc
 import { getCompanyView } from '../../../../companyView/selectorHelpers/getCompanyView';
 import { toSetupViewLocalData } from '../../../../spendManagement/commonSetup/epic/setup/updateSetupViewLocalStoreDataEpic';
 import { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerViewLocalStoreData, } from '../../onboardingCustomerViewReducer';
-import { isOfficerDetailsCompleted, onboardingStepsData, } from '../../onboardingCustomerViewSelector';
+import { onboardingStepsData } from '../../onboardingCustomerViewSelector';
 export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => actions$.pipe(filter(updateOnboardingCustomerViewLocalStoreData.match), mergeMap((action) => {
     const { companyId, currentStep, reCalculateCurrentStep } = action.payload;
-    const { companyState, companyViewState, fileState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
+    const { companyState, companyViewState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
     const { subscriptionPaymentAccountIds } = onboardingCustomerViewState;
     const subscriptionIDs = recordGet(companyViewState.passportView.subscriptionIDsByCompanyID, companyId, undefined);
     const companyView = getCompanyView(state$.value, companyId, subscriptionIDs ?? []);
@@ -36,7 +36,12 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
         const onboardingCustomerViewLocalData = toOnboardingCustomerViewLocalData(company, companyOfficers, companyOfficerRoles, primaryContact);
         const { companyDetails, officers, primaryContactDetails } = onboardingCustomerViewLocalData;
         let updatedCompanyDetails = companyDetails;
-        if (currentStep === 'company_officer' &&
+        // After an officer sub-step save inside the verification step, propagate
+        // the latest syncToken into the cached company-details local data so the
+        // user's next details-save doesn't 409.
+        const isOfficerSave = currentStep === 'verification' &&
+            onboardingCustomerViewState.currentSubStep === 'company_officer';
+        if (isOfficerSave &&
             onboardingCustomerViewState.companyDetails.localData != null) {
             const { companyInfo } = company;
             const { syncToken } = companyInfo;
@@ -45,7 +50,7 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
                 syncToken,
             };
         }
-        let updatedCurrentStep = 'link_payment_account';
+        let updatedCurrentStep = 'setup_billing';
         let subscriptionPaymentAccount;
         const { companyOnboardingInfo } = company;
         const accountingConnectionCreationMode = companyOnboardingInfo?.onboardingInfo
@@ -72,18 +77,14 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
                 cardPaymentViewState.cardPaymentsIds.length > 0) &&
                 companyView?.company.company.companyOnboardingInfo
                     .subscriptionBillingAddressId != null) {
-                updatedCurrentStep = 'qbo_connection';
+                updatedCurrentStep = 'connect_ledger';
+                // After the ledger is connected we move straight to verification —
+                // company_officer / company_details are now sub-steps inside it,
+                // so the page handles which sub-step to land on. The optional
+                // connect_data_source step is opt-in from the sidebar, not from
+                // the recalc.
                 if (isValidConnection) {
-                    updatedCurrentStep = 'company_officer';
-                    let officerIndex = companyOfficers.length > 0
-                        ? officers.findIndex((officer) => officer?.isSelectedForVerification === true)
-                        : 0;
-                    if (officerIndex === -1) {
-                        officerIndex = 0;
-                    }
-                    if (isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, officers[officerIndex], fileState)) {
-                        updatedCurrentStep = 'company_details';
-                    }
+                    updatedCurrentStep = 'verification';
                 }
             }
         }

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

@@ -10,7 +10,8 @@ export const initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'link_payment_account',
+    currentStep: 'setup_billing',
+    currentSubStep: 'default',
     parsingDocumentFileIds: [],
     companyDetails: {
         autoFilledFields: [],
@@ -116,6 +117,9 @@ const onboardingCustomerView = createSlice({
         updateCurrentStep(draft, action) {
             draft.currentStep = action.payload.step;
         },
+        updateCurrentSubStep(draft, action) {
+            draft.currentSubStep = action.payload.subStep;
+        },
         updateOnboardingCustomerViewAccountDetails: {
             prepare(paymentAccountIds, subscriptionPaymentAccountIds) {
                 return { payload: { paymentAccountIds, subscriptionPaymentAccountIds } };
@@ -762,5 +766,5 @@ const onboardingCustomerView = createSlice({
         });
     },
 });
-export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
+export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, acknowledgeOnboardingAiFinanceTeam, acknowledgeOnboardingAiFinanceTeamSuccess, acknowledgeOnboardingAiFinanceTeamFailure, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiActivationViewedSuccess, acknowledgeOnboardingAiActivationViewedFailure, fetchAiAgentsActivationStatus, fetchAiAgentsActivationStatusSuccess, fetchAiAgentsActivationStatusFailure, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, } = onboardingCustomerView.actions;
 export default onboardingCustomerView.reducer;

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

@@ -11,7 +11,7 @@ import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup
 import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
 export function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -74,7 +74,7 @@ export function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('link_payment_account');
+        completedSteps.push('setup_billing');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -85,24 +85,25 @@ export function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('link_payment_account');
+        halfCompletedSteps.push('setup_billing');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('qbo_connection');
+        completedSteps.push('connect_ledger');
     }
-    if (companyDetails.localData != null &&
+    const isCompanyDetailsDone = companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
-        completedSteps.push('company_details');
-    }
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    if (companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
-        completedSteps.push('company_officer');
+    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
+    // The verification step (single sidebar step) is only "complete" once both
+    // the company-officer and company-details sub-steps are fully filled in.
+    if (isCompanyDetailsDone && isOfficerDone) {
+        completedSteps.push('verification');
     }
     const { allStepsData, requiredStepsData } = onboardingStepsData(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -129,6 +130,7 @@ export function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,

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

@@ -1,17 +1,18 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
-export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
-    'link_payment_account',
-];
+// Onboarding steps are the 4 top-level surfaces. Officer + details verification
+// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
+// The optional data-source step is its own surface; the legacy connect-data-source
+// sub-step under the old `qbo_connection` no longer exists.
+export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
 export const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'qbo_connection',
+    'connect_ledger',
 ];
 export const REQUIRED_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
-    'company_officer',
-    'company_details',
+    'verification',
 ];
 export const ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
@@ -19,13 +20,31 @@ export const ALL_ZENI_USER_ONBOARDING_STEPS = [
 ];
 export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
+    'connect_data_source',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const ALL_ONBOARDING_STEPS = [
     ...REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
     ...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
+// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
+// an officer-form save from a company-details save while both share
+// currentStep = 'verification'.
+//   - 'default'           generic landing sub-state.
+//   - 'ai-activating'     connect_ledger interstitial during AI activation.
+//   - 'unlock-stack'      verification landing — VerifyUnlockFinancialStackPage.
+//   - 'company_officer'   verification → officer form.
+//   - 'company_details'   verification → company details form.
+export const ALL_ONBOARDING_SUB_STEPS = [
+    'default',
+    'ai-activating',
+    'unlock-stack',
+    'company_officer',
+    'company_details',
+];
+export const toOnboardingSubStepType = (v) => stringToUnion(v, ALL_ONBOARDING_SUB_STEPS);
 export const emptyAiAgentsActivationCounts = {
     customerCount: 0,
     glAccountCount: 0,

package/lib/index.d.ts

@@ -341,9 +341,9 @@ import { clearOnboardingCustomerViewUpdateData, fetchCompanyOnboardingView, fetc
 import { NewOnboardingCustomerLocalData, NewOnboardingCustomerView, OnboardingCockpitView, ProductInfo, getNewOnboardingCustomerView, getOnboardingCockpitView } from './view/onboardingView/cockpitView/onboardingCockpitViewSelector';
 import { OnboardingCustomerListUIState, QBOConnectionPool } from './view/onboardingView/cockpitView/onboardingCockpitViewState';
 import { CustomerCreationStatus, NewOnboardingCustomer, OnboardingCompanyDetails, OnboardingCustomer, OnboardingCustomerCompletedStatus, ProductGroupType, ProductType, toProductType, toProductTypeStrict } from './view/onboardingView/cockpitView/types/onboardingCockpitViewTypes';
-import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
-import { OnboardingCustomerView, getOnboardingCustomerView, getProductSettingsString } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep } from './view/onboardingView/customerView/onboardingCustomerViewState';
+import { acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, applyKybDocumentAutofillForOnboarding, applyKycDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, establishOnboardingPlaidConnection, fetchAiAgentsActivationStatus, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerView, getOnboardingPlaidLinkToken, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerView, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewLocalStoreData, updateOnboardingCustomerViewUIState, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus } from './view/onboardingView/customerView/onboardingCustomerViewReducer';
+import { OnboardingCustomerView, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString } from './view/onboardingView/customerView/onboardingCustomerViewSelector';
+import { ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, OnboardingCustomerViewLocalData, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep, toOnboardingSubStepType } from './view/onboardingView/customerView/onboardingCustomerViewState';
 import { fetchOpEx, fetchOpExWithForecast, updateOpExCOABalancesRange, updateOpExDownloadState, updateOpExUIState } from './view/opEx/opExReducer';
 import { getOperatingExpensesForHighlightedRange, getOperatingExpensesForSelectedRange, getOperatingExpensesReport, getOperatingExpensesReportFetchState, getOperatingExpensesUIState } from './view/opEx/opExSelector';
 import { OpExReport, OpExUIStateSelectorView } from './view/opEx/opExSelectorTypes';
@@ -866,7 +866,7 @@ export { CountryWithCurrency };
 export { fetchCompanyConfig };
 export { getCompanyConfig };
 export { isZeniClearingAccountReport, ZENI_CLEARING_ACCOUNT, isZeniClearingAccount, };
-export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, };
+export { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, getOnboardingPlaidLinkToken, establishOnboardingPlaidConnection, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountStatus, updateOnboardingCustomerView, updateOnboardingCustomerViewLocalStoreData, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewUIState, saveOnboardingCompnayOfficerPhoneInLocalStore, saveOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, clearOnboardingCustomerViewDataInLocalStore, applyKycDocumentAutofillForOnboarding, applyKybDocumentAutofillForOnboarding, clearKycKybAutofillForOnboarding, acknowledgeOnboardingAiActivationViewed, acknowledgeOnboardingAiFinanceTeam, fetchAiAgentsActivationStatus, aiAgentsActivationCountsUpdated, aiAgentsActivationPhaseChanged, getAiAgentsActivationCounts, getAiAgentsActivationPhases, getAiAgentsActivationSubview, getOnboardingCustomerView, getProductSettingsString, OnboardingCustomerView, OnboardingStep, OnboardingSubStep, ALL_ONBOARDING_STEPS, ALL_ONBOARDING_SUB_STEPS, toOnboardingSubStepType, OnboardingCustomerViewUIState, OnboardingCustomerViewLocalData, AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationPhaseStatus, AiAgentsActivationSubview, };
 export { saveAccountMapping, saveAccountMappingLocalData, clearAccountMappingLocalData, AccountMappingLocalData, AccountMappingView, VendorAccountMappingView, getAccountMappingView, initializeAccountMappingView, ExpenseCategory1099Filing, };
 export { MagicLinkView, getMagicLinkView, getMagicLinkBankAccountView, getMagicLinkCurrentAddressState, };
 export { fetchMagicLinkTenant, fetchBillAttachment, saveBankAccount, updateMagicLinkBankAccountLocalStoreData, updateMagicLinkInternationalBankAccountLocalStoreData, fetchMagicLinkBankNameByRouting, fetchMagicLinkBankNameBySwift, saveMagicLinkAddressInLocalStore, };

package/lib/index.js

@@ -61,21 +61,21 @@ exports.clearDuplicateReimbursementDetail = exports.fetchDuplicateReimbursement
 exports.initializeOnboardingCustomerViewUpdateData = exports.getOnboardingEmailGroup = exports.getNewOnboardingCustomerView = exports.getOnboardingCockpitView = exports.toProductTypeStrict = exports.toProductType = exports.saveOnboardingCustomerCompletedStatus = exports.fetchOnboardingCompletedCompanies = exports.updateQBOConnectionPoolExternalConnection = exports.fetchQBOConnectionPool = exports.fetchCompanyOnboardingView = exports.PAYMENT_BUSINESS_DAYS = exports.holidaysFormatted = exports.isHoliday = exports.getYearsList = exports.filterDays = exports.isHolidayToday = exports.getPreviousNthWorkingDay = exports.getNextTransferDate = exports.getNextNthWorkingDay = exports.toFileTypeStrict = exports.ALL_FILE_TYPES = exports.isAllFetchCompleted = exports.isAnyFetchInProgress = exports.reduceAnyCompletedFetchState = exports.reduceAllFetchState = exports.reduceAnyFetchState = exports.reduceFetchStateParallelTimeframes = exports.reduceFetchState = exports.clearAddRemiAutoFields = exports.updateHomeCurrencyConversion = exports.updateReimbursementType = exports.clearTentativeMerchantName = exports.updateTentativeMerchantNames = exports.updateUploadFetchState = exports.updateAddRemiAutoFields = exports.clearEditRemiViewDetail = exports.parseReceiptsToRemi = exports.saveRemiSuccessOrFailure = exports.saveRemiDetail = exports.removeFileFromRemiUpdatesInLocalStore = exports.discardRemiUpdatesInLocalStore = exports.fetchCurrencyConversionValue = exports.saveRemiUpdatesToLocalStore = exports.initializeRemiToLocalStore = exports.fetchRemiAndInitializeLocalStore = exports.fetchRecommendationsAndUpdateMerchantRecommendations = exports.fetchEditRemiDetailPage = exports.getEditRemiDetail = exports.removeDuplicateReimbursementByLineId = void 0;
 exports.getVendorList = exports.LOCAL_CURRENCY_INTERNATIONAL_METHOD_SUBTEXT = exports.SWIFT_OUR_INTERNATIONAL_METHOD_SUBTEXT = exports.NEW_INTERNATIONAL_METHOD_SUBTEXT = exports.BILL_NEW_PAYMENT_METHODS = exports.getInternationalSubConfigCodeKey = exports.shouldEnableCalendarPickerForLastReportSent = exports.canSendMonthEndEmailReport = exports.checkIfLowBalance = exports.isAwaitingMarkAsPaid = exports.isPaymentMethodOutsideZeni = exports.toSameDayAchDisablementConfig = exports.toAccountsPromoConfig = exports.getBulkOperationSuffix = exports.getRemiListUniqueType = exports.getBillListUniqueType = exports.isBulkProcessing = exports.isVerifiedPaymentAccountProviderStatusCode = exports.isVerifiedStatusCode = exports.getActualPaymentDate = exports.showReimbursementPromoPage = exports.showBillPayPromoPage = exports.getSelectedCompanyOfficer = exports.getSpendManagementEffectiveListPeriod = exports.getSnackbar = exports.closeSnackbar = exports.openSnackbar = exports.toJournalEntrySortKey = exports.sumJournalEntryAmounts = exports.sortJournalEntryLines = exports.journalEntryTotalsByPostingSide = exports.journalEntryDefaultSortConfig = exports.filterJournalEntryLinesExcludingLinked = exports.JOURNAL_ENTRY_SORT_KEYS = exports.isAccountUncategorized = exports.getChangedLineItemCountFromLocalData = exports.getTransactionListUIStateByCategoryType = exports.getTransactionsListByCategoryType = exports.retryBankAccountConnectionForOnboarding = exports.sendOnboardingCustomerViewInvite = exports.resetNewOnboardedCustomerId = exports.updateOnboardingCustomerDataInLocalStore = exports.saveOnboardingCustomerDataInLocalStore = exports.saveOnboardingCustomerNotes = exports.saveOnboardingCustomerViewUpdates = exports.updateStatusAfterOnboardingCompleted = exports.updateCustomerCreationStatus = exports.updateOnboardingCustomerListUIState = exports.saveOnboardingCustomerViewUpdateData = exports.clearOnboardingCustomerViewUpdateData = void 0;
 exports.resetTransactionVendorLocalData = exports.updateTransactionVendorLocalData = exports.saveTransactionVendorSuccessOrFailure = exports.saveTransactionVendor = exports.getTransactionVendorView = exports.getDepositAccountTransactionList = exports.fetchDepositAccountTransactionList = exports.getZeniAccStatements = exports.fetchZeniAccStatementPage = exports.fetchDepositAccountHistoryFailure = exports.fetchDepositAccountHistorySuccess = exports.updateDepositAccount = exports.getCheckDepositDetail = exports.clearCheckDeposit = exports.updateCheckDepositLocalData = exports.depositCheck = exports.fetchDepositAccountDetail = exports.fetchReviewTransferDetail = exports.clearReviewTransferDetail = exports.clearTransferDetail = exports.getTransferDetail = exports.transferMoney = exports.updateDepositToLocalData = exports.updateTransferToLocalData = exports.updateTransferMoneyLocalData = exports.fetchZeniAccountsConfig = exports.fetchDepositAccount = exports.getDepositAccountDetailForPDF = exports.getAllDepositAccounts = exports.getDepositAccountDetail = exports.unlinkPaymentAccount = exports.fetchPaymentAccountList = exports.createCheckingAccount = exports.fetchAccountList = exports.fetchZeniAccountList = exports.getZeniAccountList = exports.getZeniAccountsConfigDetail = exports.fetchOwnerList = exports.fetchRecommendationByEntityName = exports.fetchRecommendationByEntityId = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.fetchVendorsFiling1099Download = exports.getVendorFiling1099List = exports.toVendorReportIDType = exports.isVendorsTabVisible = exports.isColumnYTDSpend = exports.updateYTDSelectionUIState = exports.updatePageToken = exports.updateSortUiState = void 0;
-exports.getWiseRedirect = exports.saveMagicLinkAddressInLocalStore = exports.fetchMagicLinkBankNameBySwift = exports.fetchMagicLinkBankNameByRouting = exports.updateMagicLinkInternationalBankAccountLocalStoreData = exports.updateMagicLinkBankAccountLocalStoreData = exports.saveBankAccount = exports.fetchBillAttachment = exports.fetchMagicLinkTenant = exports.getMagicLinkCurrentAddressState = exports.getMagicLinkBankAccountView = exports.getMagicLinkView = exports.initializeAccountMappingView = exports.getAccountMappingView = exports.clearAccountMappingLocalData = exports.saveAccountMappingLocalData = exports.saveAccountMapping = exports.getProductSettingsString = exports.getOnboardingCustomerView = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiFinanceTeam = exports.acknowledgeOnboardingAiActivationViewed = exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = exports.clearOnboardingCustomerViewDataInLocalStore = exports.clearOnboardingCustomerView = exports.saveOnboardingCustomerViewDataInLocalStore = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.updateOnboardingCustomerViewUIState = exports.updateCurrentStep = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerView = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatus = exports.updateOnboardingCustomerViewAccountDetails = exports.establishOnboardingPlaidConnection = exports.getOnboardingPlaidLinkToken = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.isZeniClearingAccount = exports.ZENI_CLEARING_ACCOUNT = exports.isZeniClearingAccountReport = exports.getCompanyConfig = exports.fetchCompanyConfig = exports.clearTransactionVendorSaveStatus = void 0;
-exports.getMyRequestOnHoldChargeCardListWithShippingAddress = exports.getMyPendingActivationChargeCardListView = exports.getChargeCardListView = exports.getAllChargeCardsWithUser = exports.fetchCreditAccountRepayment = exports.fetchCreditAccount = exports.fetchChargeCardConfig = exports.fetchChargeCardListPage = exports.fetchChargeCardList = exports.fetchDebitCardSummary = exports.getChargeCardBusinessVerificationDetails = exports.companyHealthMetricDropDownOptions = exports.hasCompanyHealthMetricFormFieldChanged = exports.getCompanyHealthMetricView = exports.isCompanyRunwayInfinite = exports.attachmentFilePathToAttachment = exports.addDeclinedChargeCardTransactionFromPusher = exports.addChargeCardTransactionFromPusher = exports.updateCreditAccountBalanceFromPusher = exports.updateChargeCardTransactionReceiptFromPusher = exports.updateChargeCardTransactionFromPusher = exports.updateChargeCardTransactionStatusFromPusher = exports.updateChargeCardSpendingFromPusher = exports.updateChargeCardStatusFromPusher = exports.updateChargeCardTransactionAttachments = exports.updateCompanyHealthViewUIState = exports.updateCompanyHealthMetricViewSuccessStatus = exports.updateCompanyHealthMetricViewErrorStatus = exports.updateCompanyHealthMetricLocalStore = exports.saveCompanyHealthMetricById = exports.removeSelectedCompanyId = exports.initializeCompanyHealthMetricViewLocalData = exports.fetchCompanyHealthMetricView = exports.clearCompanyHealthMetricView = exports.updateCompanyHealth = exports.updateCompaniesHealth = exports.fetchCompanyHealthMetricConfig = exports.getCompanyHealthMetricConfig = exports.getUserRoleConfig = exports.fetchUserRoleConfig = exports.clearInternationalWire = exports.deletePaymentInstrument = exports.createPaymentInstrumentUpdateStatus = exports.createPaymentInstrument = exports.fetchInternationalWireDynamicForm = exports.initializeDynamicForm = exports.updateInternationalWireLocalStoreData = exports.initializeInternationalWireLocalData = exports.getInternationalWireView = exports.fetchWiseRedirectStatus = void 0;
-exports.buildAiCardCreationFormDraftSeed = exports.toIssueChargeCardLocalDataFromDraft = exports.selectIssueChargeCardLocalDataFromDraft = exports.getAiCardCreationFormDraft = exports.updateAiCardCreationFormDraft = exports.seedAiCardCreationFormDraft = exports.clearAiCardCreationFormDraft = exports.getLastIssuedChargeCardIds = exports.getLastIssueChargeCardsSourceChatSessionId = exports.getIssueChargeCardsSaveStatus = exports.getIssueChargeCardView = exports.getInFlightIssueChargeCardsCount = exports.getDepositAccountListWithDebitCardIssued = exports.toCreditLimitFrequencyCodeType = exports.getZeniDateFromPeriod = exports.getCashbackDetail = exports.toChargeCardSortKeyType = exports.fetchCashbackDetail = exports.fetchChargeCardTransactionList = exports.getChargeCardCVVActivateView = exports.getChargeCardBulkActionView = exports.getChargeCardRowActionView = exports.getChargeCardRecurringExpensesView = exports.getChargeCardRecurringExpensesByCardIds = exports.getDebitCardSetPinView = exports.getChargeCardTransactionAttachmentView = exports.getDepositAccountLimitFetchStateByDepositAccountId = exports.getChargeCardControlDetailView = exports.getChargeCardDetailView = exports.fetchDepositAccountLimit = exports.fetchChargeCardTransactionStatistics = exports.fetchChargeCardDetail = exports.fetchChargeCardDetailPage = exports.getCreditAccountDetails = exports.PAYMENT_HISTORY_FILTER_CATEGORIES = exports.getPaymentStatusDisplayText = exports.getPaymentHistorySourceAccountName = exports.getChargeCardPaymentHistoryView = exports.getChargeCardPaymentHistoryDownloadReport = exports.updatePaymentHistoryUIState = exports.updatePaymentHistorySearchText = exports.updatePaymentHistoryFilters = exports.updatePaymentHistoryDownloadUIState = exports.fetchChargeCardPaymentHistory = exports.fetchChargeCardPaymentPage = exports.getChargeCardRepaymentDetail = exports.updateChargeCardRepaymentLocalStore = exports.initiateChargeCardRepayment = exports.fetchChargeCardRepaymentDetail = exports.clearChargeCardRepaymentDetail = void 0;
-exports.updateRowActionCardId = exports.revokeCardInvite = exports.resendCardInvite = exports.updateChargeCardSpendLimitSuccessOrFailure = exports.updateChargeCardSpendLimit = exports.startCVVActivationWait = exports.completeCVVActivationWait = exports.fetchChargeCardTransactionAttachments = exports.updateChargeCardTransactionIsViewReceiptClicked = exports.updateChargeCardTransactionReceiptsShowTickFetchStatus = exports.updateDebitCardPinAttempt = exports.startDebitCardSetPinWait = exports.completeDebitCardSetPinWait = exports.updateChargeCardTransactionUploadReceiptsFetchStatus = exports.saveCardOnboardingUserDetails = exports.updateCardUserOnboardingLocalData = exports.initializeCardUserOnboardingLocalData = exports.getCardUserOnboardingView = exports.updateChargeCardName = exports.closeChargeCard = exports.unlockChargeCard = exports.lockChargeCard = exports.updatePhysicalChargeCardAttempt = exports.updateChargeCardDetail = exports.updateCashbackDetailUIState = exports.updateChargeCardListUIState = exports.updateChargeCardListSearchText = exports.updateBulkActionCardIds = exports.resetIssueChargeCardForm = exports.updateLastIssuedCardIds = exports.updateChargeCardsLocalStore = exports.updateCustomAddressId = exports.getDebitCardSummary = exports.getDebitCardList = exports.fetchDepositAccountListForCards = exports.fetchIssueCardPage = exports.issueChargeCards = exports.toCardType = exports.toShippingAddressType = exports.toCardAddressType = exports.getDepositAccountLimitForChargeCardByDepositAccountId = exports.expressInterestInChargeCard = exports.acceptChargeCardTerms = exports.enableChargeCardAutoPay = exports.fetchChargeCardSetupView = exports.getChargeCardStatements = exports.fetchChargeCardStatementList = exports.getChargeCardSetupViewDetails = exports.applyAiCardCreationFormDraftUpdate = exports.deriveAiCardRowsFromTeams = void 0;
-exports.updateSelectedJEAccruedScheduleKey = exports.updateScheduleAccruedDetailsLocalData = exports.updateLinkBillExpenseLocalData = exports.clearSelectedJELinkRowIndex = exports.fetchRecommendedTransactionRowIndex = exports.updatedJELinkInLocalDataAccruedExpenses = exports.updatedJEAccruedLinkWithRecommendedLocalData = exports.updateAmountsInScheduleAccruedDetail = exports.saveScheduleAccruedDetails = exports.resetJEAccruedLinkInLocalData = exports.fetchScheduleAccruedDetailsPage = exports.fetchScheduleAccruedDetails = exports.cancelScheduleAccruedJournalEntry = exports.deleteScheduleAccruedDetail = exports.createNewSchedulesAccrued = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateExpenseAutomationJESchedulesUIState = exports.retryExpenseAutomationJESchedule = exports.removeJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeJeAccountSettingsView = exports.ignoreExpenseAutomationJESchedule = exports.fetchExpenseAutomationJESchedulesPage = exports.clearExpenseAutomationJESchedulesView = exports.clearExpenseAutomationJEScheduleLocalData = exports.updateApAgingDetailUIState = exports.getApAgingDetailForVendor = exports.fetchApAgingDetail = exports.updateApAgingUIState = exports.getApAgingReport = exports.fetchApAging = exports.aggregatedReportView = exports.fetchAggregatedReport = exports.toTimeSeriesDuration = exports.convertToTimeSeriesSelectionRange = exports.TIME_SERIES_DURATIONS = exports.anyCardOnHold = exports.getChargeCardById = exports.setCurrentDisplayedCardId = exports.setFirstViewCompleteAfterActivation = exports.setFirstViewAfterActivation = exports.completeCardUserOnboardingActivationWait = exports.startCardUserOnboardingActivationWait = exports.fetchChargeCardsRecurringExpenses = exports.updateChargeCardsSpendLimit = exports.closeChargeCards = exports.unlockChargeCards = exports.lockChargeCards = exports.revokeChargeCardsInvite = void 0;
-exports.fetchVendorFirstReviewView = exports.getVendorFirstReviewAttachmentView = exports.getVendorFirstReviewView = exports.getGlobalMerchantAutoCompleteResults = exports.toVendorFirstReviewViewColumnKeyType = exports.getVendorTabView = exports.updateVendorTabViewTab = exports.fetchVendorTabView = exports.resetMarkAsCompleteStatus = exports.markAsCompleteScheduleDetail = exports.getDefaultSelectedTimeframeForScheduleType = exports.getFetchStateForScheduleListByType = exports.updatedJELinkWithRecommendedLocalData = exports.resetJELinkInLocalData = exports.updateAmountsInScheduleDetail = exports.updatedJELinkInLocalData = exports.getThirdPartyIDFromQBOURL = exports.getQBOUrlForLink = exports.updatedSelectedJELinkRowIndex = exports.updateAccruedJEScheduleAccruedByListKey = exports.updateScheduleListDownloadState = exports.updateScheduleDetailsLocalData = exports.createNewSchedules = exports.deleteScheduleDetail = exports.saveScheduleDetails = exports.fetchScheduleDetailsPage = exports.getAccruedScheduleDetailsView = exports.getScheduleDetailsView = exports.fetchScheduleDetails = exports.updateSelectedJEScheduleKey = exports.updateScheduleListSortState = exports.updateScheduleListScrollState = exports.updateScheduleListSearchText = exports.updateScheduleListSubTab = exports.toScheduleSubTabType = exports.toScheduleListTabsFileTypeStrict = exports.toScheduleTypesTypeStrict = exports.toScheduleTypesType = exports.getFetchStateForScheduleAccountList = exports.updateScheduleListLocalData = exports.fetchSchedulesAccount = exports.fetchDownloadSchedules = exports.fetchAccruedScheduleList = exports.fetchScheduleList = exports.getAccruedScheduleListReport = exports.getScheduleListReport = exports.ALL_SCHEDULES_TYPES = exports.getJEScheduleTransactionKey = exports.resetAccruedDetailNewScheduleState = exports.resetSelectedJEAccruedScheduleKey = void 0;
-exports.updateTaskListUIState = exports.updateTaskListSearchText = exports.getCannedResponsesView = exports.deleteCannedResponse = exports.saveCannedResponse = exports.fetchCannedResponses = exports.archiveTask = exports.saveTaskDetail = exports.saveTaskUpdatesToLocalStore = exports.fetchTaskDetailPage = exports.getTaskDetail = exports.fetchTaskListPage = exports.getAllTasks = exports.getTaskGroupById = exports.toRecurringBillFrequencyStrict = exports.toRecurringBillFrequency = exports.updateArAgingNodeCollapseState = exports.getArAgingDetailForCustomer = exports.getArAgingReport = exports.updateArAgingDetailUIState = exports.fetchArAgingDetail = exports.updateArAgingUIState = exports.fetchArAging = exports.updateVendorGlobalReviewViewLocalData = exports.toVendorGlobalReviewColumnSortKeyType = exports.getTenantMerchantByMerchantId = exports.getVendorGlobalReviewView = exports.updateVendorGlobalReviewViewUIState = exports.updateSelectedGlobalMerchant = exports.fetchVendorGlobalReviewView = exports.rejectVendorGlobalReview = exports.approveVendorGlobalReview = exports.getGlobalMerchantView = exports.clearGlobalMerchantView = exports.updateCreateGlobalMerchantLocalData = exports.createGlobalMerchant = exports.fetchGlobalMerchantRecommendation = exports.getVendorDetailSelectorView = exports.saveVendorDetailsView = exports.updateReviewVendorDetailLocalData = exports.clearGlobalMerchantAutoCompleteResults = exports.fetchGlobalMerchantAutoCompleteView = exports.updateVendorFirstReviewSortUiState = exports.updateVendorFirstReviewViewLocalData = exports.saveVendorFirstReviewView = exports.clearRecentlySavedErroredVendorData = exports.updateVendorFirstReviewViewPageToken = exports.resetVendorFirstReviewLocalData = exports.updateVendorFirstReviewViewScrollYOffset = exports.fetchVendorFirstReviewAttachments = void 0;
-exports.fetchCollaborationAuthToken = exports.clearAuditReportGroupViewByCompanyId = exports.saveReasonForAuditRule = exports.fetchAuditReportGroupView = exports.fetchAuditRuleGroupView = exports.getUserFromAllUsers = exports.getAuditRuleGroupViewSelectorView = exports.getAuditReportGroupViewSelectorView = exports.clearCardPaymentView = exports.resetCardPaymentErrorStatuses = exports.fetchPaymentSources = exports.addCardPaymentSource = exports.confirmCardSetupIntent = exports.createCardSetupIntent = exports.getAllCardsAndBankPaymentMethods = exports.deleteTag = exports.createTag = exports.fetchTagList = exports.getAllTags = exports.ALL_TASK_LIST_TABS = exports.initialTaskDetailLocalData = exports.convertHHMMStrToMinutes = exports.unsnoozeTask = exports.snoozeTask = exports.removeTaskFromList = exports.updateTaskListTab = exports.updateTaskFromListView = exports.toDueDateGroupKeyType = exports.toTaskStatusCodeType = exports.toPriorityCodeType = exports.getDueDateValueFromDueDateGroupId = exports.initialTaskDetail = exports.fetchAllTaskGroups = exports.getTaskUpdates = exports.toTaskListGroupByKeyTypeStrict = exports.toTaskListGroupByKeyType = exports.updateTaskGroupName = exports.dragNDropTasks = exports.updateTaskListLocalData = exports.deleteTaskGroup = exports.initiateTaskListLocalData = exports.createNewTaskGroup = exports.bulkUpdateTaskList = exports.discardTaskUpdatesInLocalStore = exports.deleteTask = exports.TASK_LIST_GROUP_BY_CATEGORIES = exports.TASK_LIST_FILTER_CATEGORIES = exports.updateTaskFilters = exports.allTaskPriority = exports.allTaskStatus = void 0;
-exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.isFeatureInterestRegistered = exports.getRegisteredInterestsByFeature = exports.getRegisteredInterests = exports.getFeatureNotificationView = exports.notifyMeForFeature = exports.fetchRegisteredInterests = exports.clearFeatureNotificationView = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = exports.updateNotificationViewAllNotificationsStatus = exports.fetchNotificationUnreadCountSuccess = exports.fetchNotificationUnreadCount = exports.fetchNotificationView = exports.toNotificationTabTypeStrict = exports.toNotificationSubTabTypeStrict = exports.updateCommentsNotificationsStatuses = exports.updateCommentsNotifications = exports.toNotificationModeStrict = exports.parseOAuthParams = exports.getZeniOAuthApproveRedirectUrl = exports.getZeniOAuthApproveFetchState = exports.getZeniOAuthApproveError = exports.clearZeniOAuthView = exports.approveOAuthConsentSuccess = exports.approveOAuthConsentFailure = exports.approveOAuthConsent = exports.fetchZeniAccountsPromoCard = exports.getZeniAccountsPromoCard = exports.getAuthenticationView = void 0;
-exports.fetchAiAccountantCustomers = exports.clearAiAccountantView = exports.cancelAiAccountantOnboarding = exports.getAiAccountantJobsByTenantId = exports.getAiAccountantCustomers = exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.toAiAccountantJob = exports.toAiAccountantEnrollment = exports.toAiAccountantCustomer = exports.toAiAccountantOperationType = exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.getAllowedOperationsForStatus = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateTreasuryVideoViewed = exports.updateTreasuryPromoRemindMeLaterClicked = exports.updateTreasuryPromoIntroClosedByOutsideClick = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchTaskManagerMetrics = exports.fetchCompanyTaskManagerView = exports.fetchCockpitContext = exports.toRecurringFrequency = exports.toDayOfWeek = exports.getRecurringEndDateFromCount = exports.getMinAllowedEndDate = exports.SEMI_WEEKLY_REQUIRED_DAYS_COUNT = exports.ALL_WEEK_DAYS = exports.updateReferViewed = exports.getRewardsPlanCard = void 0;
-exports.getSyntheticAiCfoAnswerByQuestionAnswerId = exports.getSyntheticAiCfoAnswersForChatSession = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.clearSyntheticAiCfoAnswers = exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.setSessions = exports.setNewSession = exports.getSuggestedQuestionsForPageContext = exports.getAiCfoView = exports.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateResponseState = exports.deleteChatSession = exports.acceptMasterTOS = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearLastContextMessage = exports.clearDeleteChatSessionStatus = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCotCollapsedState = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = exports.fetchChatSessionsForUser = exports.getAiAccountantCockpitView = exports.updateAiAccountantUIState = exports.triggerAiAccountantJob = exports.setSelectedTenantIdsForJobTrigger = exports.fetchAiAccountantJobs = void 0;
-exports.getCardPolicyVendorSearchString = exports.getCardPolicyVendorSearchOptions = exports.getCardPolicyVendorSearchFetchState = exports.getCardPolicyTemplatesByIds = exports.getCardPolicyTemplateById = exports.getCardPolicySuggestedBlockMerchants = exports.getCardPolicySuggestedBlockCategories = exports.getCardPolicySuggestedAllowMerchants = exports.getCardPolicySuggestedAllowCategories = exports.getCardPolicyStats = exports.getCardPolicyMccCategoriesFetchState = exports.getCardPolicyMccCategoriesError = exports.getCardPolicyMccCategories = exports.getAllCardPolicyTemplates = exports.clearCardPolicy = exports.updatePolicyRecommendationFromUploadSuccess = exports.updatePolicyRecommendationFromUploadFailure = exports.updatePolicyDocumentExtractionSuccess = exports.updatePolicyDocumentExtractionFailure = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyTemplates = exports.updateCardPolicyStats = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.removeCardPolicyTemplate = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyRecommendationFromUpload = exports.fetchCardPolicyMccCategories = exports.extractPolicyDocument = exports.clearPolicyDocumentExtraction = exports.toMessageType = exports.toMessageSender = exports.ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = exports.toInteractiveFormTypeStrict = exports.toInteractiveFormType = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_INTERACTIVE_FORM_TYPES = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = void 0;
-exports.toVendorChipFieldValue = exports.toMccCategoryChipFieldValue = exports.buildVendorChipId = exports.buildMccCategoryChipId = exports.VENDOR_CHIP_ID_PREFIX = exports.MCC_CHIP_ID_PREFIX = exports.toMccCategoryLike = exports.CARD_POLICY_LIMIT_ROW_ID_TRANSACTION = exports.CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT = exports.getManualCardPolicyFormDraft = exports.getLastCreatedCardPolicyTemplateIds = exports.getLastCreatedCardPolicyTemplateId = exports.getLastCreateCardPolicyTemplateErrors = exports.getLastCreateCardPolicySourceChatSessionId = exports.getCreateCardPolicyTemplateRequestState = exports.getAiCardPolicyFormDraft = exports.updateManualCardPolicyFormDraft = exports.updateCreateCardPolicyTemplateRequestState = exports.updateAiCardPolicyFormDraftFromUploadPlan = exports.updateAiCardPolicyFormDraft = exports.seedManualCardPolicyFormDraft = exports.seedAiCardPolicyFormDraft = exports.createCardPolicyTemplates = exports.clearManualCardPolicyFormDraft = exports.clearCreateCardPolicy = exports.clearAiCardPolicyFormDraft = exports.applyExtractedPolicyToManualCardPolicyDraft = exports.applyExtractedPolicyToAiCardPolicyDraft = exports.toUpdateCardPolicyTemplateRequestBody = exports.toExtractedCardPolicyRules = exports.toCreateCardPolicyTemplatesRequestBody = exports.toCreateCardPolicyTemplateRequestBody = exports.toCardPolicyVendorSearchOption = exports.toCardPolicyTemplateList = exports.toCardPolicyTemplate = exports.toCardPolicyStats = exports.toCardPolicyEditFormDraft = exports.toBulkCreateCardPolicyTemplateError = exports.toCardPolicyTemplateStatus = exports.toCardPolicyTemplateMode = exports.ALL_CARD_POLICY_TEMPLATE_STATUSES = exports.ALL_CARD_POLICY_TEMPLATE_MODES = exports.getUploadedPolicyDocumentFileName = exports.getPolicyRecommendationFromUploadFetchState = exports.getPolicyRecommendationFromUploadError = exports.getPolicyRecommendationFromUploadChatSessionId = exports.getPolicyRecommendationFromUploadAnswerId = exports.getPolicyDocumentExtractionFetchState = exports.getPolicyDocumentExtractionError = exports.getExtractedCardPolicyRules = void 0;
-exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.getUpdateCardPolicyFetchState = exports.getCardPolicyFormDraft = exports.getCardPolicyDetailView = exports.getCardPolicyDetailFetchState = exports.updateCardPolicyFormDraft = exports.updateCardPolicyFetchStatus = exports.updateCardPolicyDetailFetchStatus = exports.updateCardPolicy = exports.fetchCardPolicyDetail = exports.clearCardPolicyDetail = exports.getCardPolicyTemplateIds = exports.getCardPolicyListView = exports.getCardPolicyListFetchState = exports.getArchiveCardPolicyFetchState = exports.updateCardPolicyListFetchStatus = exports.updateArchiveCardPolicyFetchStatus = exports.prependCardPolicyTemplateIds = exports.fetchCardPolicyList = exports.clearCardPolicyList = exports.archiveCardPolicy = exports.toManualCardPolicyTemplateRequestFromDraft = exports.toBulkCardPolicyTemplateRequestsFromDraft = exports.toCardPolicyTemplateRequestFromDraft = exports.applyAiCardPolicyFormDraftUpdate = exports.deriveAiPolicyReviewRowsFromInputs = exports.buildManualCardPolicyFormDraftSeed = exports.buildUploadReviewRows = exports.buildEmptyLimitRows = exports.buildAiCardPolicyFormDraftSeed = void 0;
-exports.getCashManagementOverviewBanner = exports.getCashManagementOverview = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.getAutoSweepFlow = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.updateAutoSweepSettingsFetchStatus = exports.updateAutoSweepRisk = exports.updateAutoSweepDraft = exports.saveAutoSweepSettings = exports.clearAutoSweepFlow = exports.fetchCashManagementOverviewPage = exports.fetchCashManagementBanner = exports.toKycProvidedDocumentTypeFromAllowed = exports.toKycProvidedDocumentType = exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = void 0;
+exports.fetchBillAttachment = exports.fetchMagicLinkTenant = exports.getMagicLinkCurrentAddressState = exports.getMagicLinkBankAccountView = exports.getMagicLinkView = exports.initializeAccountMappingView = exports.getAccountMappingView = exports.clearAccountMappingLocalData = exports.saveAccountMappingLocalData = exports.saveAccountMapping = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = exports.ALL_ONBOARDING_STEPS = exports.getProductSettingsString = exports.getOnboardingCustomerView = exports.getAiAgentsActivationSubview = exports.getAiAgentsActivationPhases = exports.getAiAgentsActivationCounts = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiFinanceTeam = exports.acknowledgeOnboardingAiActivationViewed = exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = exports.clearOnboardingCustomerViewDataInLocalStore = exports.clearOnboardingCustomerView = exports.saveOnboardingCustomerViewDataInLocalStore = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.updateOnboardingCustomerViewUIState = exports.updateCurrentSubStep = exports.updateCurrentStep = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerView = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatus = exports.updateOnboardingCustomerViewAccountDetails = exports.establishOnboardingPlaidConnection = exports.getOnboardingPlaidLinkToken = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.isZeniClearingAccount = exports.ZENI_CLEARING_ACCOUNT = exports.isZeniClearingAccountReport = exports.getCompanyConfig = exports.fetchCompanyConfig = exports.clearTransactionVendorSaveStatus = void 0;
+exports.fetchChargeCardListPage = exports.fetchChargeCardList = exports.fetchDebitCardSummary = exports.getChargeCardBusinessVerificationDetails = exports.companyHealthMetricDropDownOptions = exports.hasCompanyHealthMetricFormFieldChanged = exports.getCompanyHealthMetricView = exports.isCompanyRunwayInfinite = exports.attachmentFilePathToAttachment = exports.addDeclinedChargeCardTransactionFromPusher = exports.addChargeCardTransactionFromPusher = exports.updateCreditAccountBalanceFromPusher = exports.updateChargeCardTransactionReceiptFromPusher = exports.updateChargeCardTransactionFromPusher = exports.updateChargeCardTransactionStatusFromPusher = exports.updateChargeCardSpendingFromPusher = exports.updateChargeCardStatusFromPusher = exports.updateChargeCardTransactionAttachments = exports.updateCompanyHealthViewUIState = exports.updateCompanyHealthMetricViewSuccessStatus = exports.updateCompanyHealthMetricViewErrorStatus = exports.updateCompanyHealthMetricLocalStore = exports.saveCompanyHealthMetricById = exports.removeSelectedCompanyId = exports.initializeCompanyHealthMetricViewLocalData = exports.fetchCompanyHealthMetricView = exports.clearCompanyHealthMetricView = exports.updateCompanyHealth = exports.updateCompaniesHealth = exports.fetchCompanyHealthMetricConfig = exports.getCompanyHealthMetricConfig = exports.getUserRoleConfig = exports.fetchUserRoleConfig = exports.clearInternationalWire = exports.deletePaymentInstrument = exports.createPaymentInstrumentUpdateStatus = exports.createPaymentInstrument = exports.fetchInternationalWireDynamicForm = exports.initializeDynamicForm = exports.updateInternationalWireLocalStoreData = exports.initializeInternationalWireLocalData = exports.getInternationalWireView = exports.fetchWiseRedirectStatus = exports.getWiseRedirect = exports.saveMagicLinkAddressInLocalStore = exports.fetchMagicLinkBankNameBySwift = exports.fetchMagicLinkBankNameByRouting = exports.updateMagicLinkInternationalBankAccountLocalStoreData = exports.updateMagicLinkBankAccountLocalStoreData = exports.saveBankAccount = void 0;
+exports.getLastIssuedChargeCardIds = exports.getLastIssueChargeCardsSourceChatSessionId = exports.getIssueChargeCardsSaveStatus = exports.getIssueChargeCardView = exports.getInFlightIssueChargeCardsCount = exports.getDepositAccountListWithDebitCardIssued = exports.toCreditLimitFrequencyCodeType = exports.getZeniDateFromPeriod = exports.getCashbackDetail = exports.toChargeCardSortKeyType = exports.fetchCashbackDetail = exports.fetchChargeCardTransactionList = exports.getChargeCardCVVActivateView = exports.getChargeCardBulkActionView = exports.getChargeCardRowActionView = exports.getChargeCardRecurringExpensesView = exports.getChargeCardRecurringExpensesByCardIds = exports.getDebitCardSetPinView = exports.getChargeCardTransactionAttachmentView = exports.getDepositAccountLimitFetchStateByDepositAccountId = exports.getChargeCardControlDetailView = exports.getChargeCardDetailView = exports.fetchDepositAccountLimit = exports.fetchChargeCardTransactionStatistics = exports.fetchChargeCardDetail = exports.fetchChargeCardDetailPage = exports.getCreditAccountDetails = exports.PAYMENT_HISTORY_FILTER_CATEGORIES = exports.getPaymentStatusDisplayText = exports.getPaymentHistorySourceAccountName = exports.getChargeCardPaymentHistoryView = exports.getChargeCardPaymentHistoryDownloadReport = exports.updatePaymentHistoryUIState = exports.updatePaymentHistorySearchText = exports.updatePaymentHistoryFilters = exports.updatePaymentHistoryDownloadUIState = exports.fetchChargeCardPaymentHistory = exports.fetchChargeCardPaymentPage = exports.getChargeCardRepaymentDetail = exports.updateChargeCardRepaymentLocalStore = exports.initiateChargeCardRepayment = exports.fetchChargeCardRepaymentDetail = exports.clearChargeCardRepaymentDetail = exports.getMyRequestOnHoldChargeCardListWithShippingAddress = exports.getMyPendingActivationChargeCardListView = exports.getChargeCardListView = exports.getAllChargeCardsWithUser = exports.fetchCreditAccountRepayment = exports.fetchCreditAccount = exports.fetchChargeCardConfig = void 0;
+exports.fetchChargeCardTransactionAttachments = exports.updateChargeCardTransactionIsViewReceiptClicked = exports.updateChargeCardTransactionReceiptsShowTickFetchStatus = exports.updateDebitCardPinAttempt = exports.startDebitCardSetPinWait = exports.completeDebitCardSetPinWait = exports.updateChargeCardTransactionUploadReceiptsFetchStatus = exports.saveCardOnboardingUserDetails = exports.updateCardUserOnboardingLocalData = exports.initializeCardUserOnboardingLocalData = exports.getCardUserOnboardingView = exports.updateChargeCardName = exports.closeChargeCard = exports.unlockChargeCard = exports.lockChargeCard = exports.updatePhysicalChargeCardAttempt = exports.updateChargeCardDetail = exports.updateCashbackDetailUIState = exports.updateChargeCardListUIState = exports.updateChargeCardListSearchText = exports.updateBulkActionCardIds = exports.resetIssueChargeCardForm = exports.updateLastIssuedCardIds = exports.updateChargeCardsLocalStore = exports.updateCustomAddressId = exports.getDebitCardSummary = exports.getDebitCardList = exports.fetchDepositAccountListForCards = exports.fetchIssueCardPage = exports.issueChargeCards = exports.toCardType = exports.toShippingAddressType = exports.toCardAddressType = exports.getDepositAccountLimitForChargeCardByDepositAccountId = exports.expressInterestInChargeCard = exports.acceptChargeCardTerms = exports.enableChargeCardAutoPay = exports.fetchChargeCardSetupView = exports.getChargeCardStatements = exports.fetchChargeCardStatementList = exports.getChargeCardSetupViewDetails = exports.applyAiCardCreationFormDraftUpdate = exports.deriveAiCardRowsFromTeams = exports.buildAiCardCreationFormDraftSeed = exports.toIssueChargeCardLocalDataFromDraft = exports.selectIssueChargeCardLocalDataFromDraft = exports.getAiCardCreationFormDraft = exports.updateAiCardCreationFormDraft = exports.seedAiCardCreationFormDraft = exports.clearAiCardCreationFormDraft = void 0;
+exports.updateAmountsInScheduleAccruedDetail = exports.saveScheduleAccruedDetails = exports.resetJEAccruedLinkInLocalData = exports.fetchScheduleAccruedDetailsPage = exports.fetchScheduleAccruedDetails = exports.cancelScheduleAccruedJournalEntry = exports.deleteScheduleAccruedDetail = exports.createNewSchedulesAccrued = exports.updateJeScheduleTransactionKeys = exports.updateJeScheduleLocalDataById = exports.updateExpenseAutomationJESchedulesUIState = exports.retryExpenseAutomationJESchedule = exports.removeJeScheduleTransactionKey = exports.initializeJeScheduleLocalData = exports.initializeJeAccountSettingsView = exports.ignoreExpenseAutomationJESchedule = exports.fetchExpenseAutomationJESchedulesPage = exports.clearExpenseAutomationJESchedulesView = exports.clearExpenseAutomationJEScheduleLocalData = exports.updateApAgingDetailUIState = exports.getApAgingDetailForVendor = exports.fetchApAgingDetail = exports.updateApAgingUIState = exports.getApAgingReport = exports.fetchApAging = exports.aggregatedReportView = exports.fetchAggregatedReport = exports.toTimeSeriesDuration = exports.convertToTimeSeriesSelectionRange = exports.TIME_SERIES_DURATIONS = exports.anyCardOnHold = exports.getChargeCardById = exports.setCurrentDisplayedCardId = exports.setFirstViewCompleteAfterActivation = exports.setFirstViewAfterActivation = exports.completeCardUserOnboardingActivationWait = exports.startCardUserOnboardingActivationWait = exports.fetchChargeCardsRecurringExpenses = exports.updateChargeCardsSpendLimit = exports.closeChargeCards = exports.unlockChargeCards = exports.lockChargeCards = exports.revokeChargeCardsInvite = exports.updateRowActionCardId = exports.revokeCardInvite = exports.resendCardInvite = exports.updateChargeCardSpendLimitSuccessOrFailure = exports.updateChargeCardSpendLimit = exports.startCVVActivationWait = exports.completeCVVActivationWait = void 0;
+exports.fetchVendorTabView = exports.resetMarkAsCompleteStatus = exports.markAsCompleteScheduleDetail = exports.getDefaultSelectedTimeframeForScheduleType = exports.getFetchStateForScheduleListByType = exports.updatedJELinkWithRecommendedLocalData = exports.resetJELinkInLocalData = exports.updateAmountsInScheduleDetail = exports.updatedJELinkInLocalData = exports.getThirdPartyIDFromQBOURL = exports.getQBOUrlForLink = exports.updatedSelectedJELinkRowIndex = exports.updateAccruedJEScheduleAccruedByListKey = exports.updateScheduleListDownloadState = exports.updateScheduleDetailsLocalData = exports.createNewSchedules = exports.deleteScheduleDetail = exports.saveScheduleDetails = exports.fetchScheduleDetailsPage = exports.getAccruedScheduleDetailsView = exports.getScheduleDetailsView = exports.fetchScheduleDetails = exports.updateSelectedJEScheduleKey = exports.updateScheduleListSortState = exports.updateScheduleListScrollState = exports.updateScheduleListSearchText = exports.updateScheduleListSubTab = exports.toScheduleSubTabType = exports.toScheduleListTabsFileTypeStrict = exports.toScheduleTypesTypeStrict = exports.toScheduleTypesType = exports.getFetchStateForScheduleAccountList = exports.updateScheduleListLocalData = exports.fetchSchedulesAccount = exports.fetchDownloadSchedules = exports.fetchAccruedScheduleList = exports.fetchScheduleList = exports.getAccruedScheduleListReport = exports.getScheduleListReport = exports.ALL_SCHEDULES_TYPES = exports.getJEScheduleTransactionKey = exports.resetAccruedDetailNewScheduleState = exports.resetSelectedJEAccruedScheduleKey = exports.updateSelectedJEAccruedScheduleKey = exports.updateScheduleAccruedDetailsLocalData = exports.updateLinkBillExpenseLocalData = exports.clearSelectedJELinkRowIndex = exports.fetchRecommendedTransactionRowIndex = exports.updatedJELinkInLocalDataAccruedExpenses = exports.updatedJEAccruedLinkWithRecommendedLocalData = void 0;
+exports.saveTaskDetail = exports.saveTaskUpdatesToLocalStore = exports.fetchTaskDetailPage = exports.getTaskDetail = exports.fetchTaskListPage = exports.getAllTasks = exports.getTaskGroupById = exports.toRecurringBillFrequencyStrict = exports.toRecurringBillFrequency = exports.updateArAgingNodeCollapseState = exports.getArAgingDetailForCustomer = exports.getArAgingReport = exports.updateArAgingDetailUIState = exports.fetchArAgingDetail = exports.updateArAgingUIState = exports.fetchArAging = exports.updateVendorGlobalReviewViewLocalData = exports.toVendorGlobalReviewColumnSortKeyType = exports.getTenantMerchantByMerchantId = exports.getVendorGlobalReviewView = exports.updateVendorGlobalReviewViewUIState = exports.updateSelectedGlobalMerchant = exports.fetchVendorGlobalReviewView = exports.rejectVendorGlobalReview = exports.approveVendorGlobalReview = exports.getGlobalMerchantView = exports.clearGlobalMerchantView = exports.updateCreateGlobalMerchantLocalData = exports.createGlobalMerchant = exports.fetchGlobalMerchantRecommendation = exports.getVendorDetailSelectorView = exports.saveVendorDetailsView = exports.updateReviewVendorDetailLocalData = exports.clearGlobalMerchantAutoCompleteResults = exports.fetchGlobalMerchantAutoCompleteView = exports.updateVendorFirstReviewSortUiState = exports.updateVendorFirstReviewViewLocalData = exports.saveVendorFirstReviewView = exports.clearRecentlySavedErroredVendorData = exports.updateVendorFirstReviewViewPageToken = exports.resetVendorFirstReviewLocalData = exports.updateVendorFirstReviewViewScrollYOffset = exports.fetchVendorFirstReviewAttachments = exports.fetchVendorFirstReviewView = exports.getVendorFirstReviewAttachmentView = exports.getVendorFirstReviewView = exports.getGlobalMerchantAutoCompleteResults = exports.toVendorFirstReviewViewColumnKeyType = exports.getVendorTabView = exports.updateVendorTabViewTab = void 0;
+exports.getAuditReportGroupViewSelectorView = exports.clearCardPaymentView = exports.resetCardPaymentErrorStatuses = exports.fetchPaymentSources = exports.addCardPaymentSource = exports.confirmCardSetupIntent = exports.createCardSetupIntent = exports.getAllCardsAndBankPaymentMethods = exports.deleteTag = exports.createTag = exports.fetchTagList = exports.getAllTags = exports.ALL_TASK_LIST_TABS = exports.initialTaskDetailLocalData = exports.convertHHMMStrToMinutes = exports.unsnoozeTask = exports.snoozeTask = exports.removeTaskFromList = exports.updateTaskListTab = exports.updateTaskFromListView = exports.toDueDateGroupKeyType = exports.toTaskStatusCodeType = exports.toPriorityCodeType = exports.getDueDateValueFromDueDateGroupId = exports.initialTaskDetail = exports.fetchAllTaskGroups = exports.getTaskUpdates = exports.toTaskListGroupByKeyTypeStrict = exports.toTaskListGroupByKeyType = exports.updateTaskGroupName = exports.dragNDropTasks = exports.updateTaskListLocalData = exports.deleteTaskGroup = exports.initiateTaskListLocalData = exports.createNewTaskGroup = exports.bulkUpdateTaskList = exports.discardTaskUpdatesInLocalStore = exports.deleteTask = exports.TASK_LIST_GROUP_BY_CATEGORIES = exports.TASK_LIST_FILTER_CATEGORIES = exports.updateTaskFilters = exports.allTaskPriority = exports.allTaskStatus = exports.updateTaskListUIState = exports.updateTaskListSearchText = exports.getCannedResponsesView = exports.deleteCannedResponse = exports.saveCannedResponse = exports.fetchCannedResponses = exports.archiveTask = void 0;
+exports.AmountStatusTypes = exports.StatusTypes = exports.toReferralListViewSortKeyType = exports.getInviteFormView = exports.getReferralListView = exports.getNotifications = exports.getLastNotificationTime = exports.pushToastNotification = exports.isFeatureInterestRegistered = exports.getRegisteredInterestsByFeature = exports.getRegisteredInterests = exports.getFeatureNotificationView = exports.notifyMeForFeature = exports.fetchRegisteredInterests = exports.clearFeatureNotificationView = exports.getNotificationsForSelectedSubTab = exports.getExternalNotificationsForSelectedSubTab = exports.getNotificationView = exports.updateNotificationViewUIState = exports.updateNotificationViewSubTab = exports.updateNotificationViewCurrentTabAndSubTab = exports.updateNotificationViewTabState = exports.updateNotificationViewNotificationStatus = exports.updateNotificationViewAllNotificationsStatus = exports.fetchNotificationUnreadCountSuccess = exports.fetchNotificationUnreadCount = exports.fetchNotificationView = exports.toNotificationTabTypeStrict = exports.toNotificationSubTabTypeStrict = exports.updateCommentsNotificationsStatuses = exports.updateCommentsNotifications = exports.toNotificationModeStrict = exports.parseOAuthParams = exports.getZeniOAuthApproveRedirectUrl = exports.getZeniOAuthApproveFetchState = exports.getZeniOAuthApproveError = exports.clearZeniOAuthView = exports.approveOAuthConsentSuccess = exports.approveOAuthConsentFailure = exports.approveOAuthConsent = exports.fetchZeniAccountsPromoCard = exports.getZeniAccountsPromoCard = exports.getAuthenticationView = exports.fetchCollaborationAuthToken = exports.clearAuditReportGroupViewByCompanyId = exports.saveReasonForAuditRule = exports.fetchAuditReportGroupView = exports.fetchAuditRuleGroupView = exports.getUserFromAllUsers = exports.getAuditRuleGroupViewSelectorView = void 0;
+exports.updateAiAccountantCustomers = exports.clearAllAiAccountantCustomers = exports.toAiAccountantJob = exports.toAiAccountantEnrollment = exports.toAiAccountantCustomer = exports.toAiAccountantOperationType = exports.toAiAccountantJobStatus = exports.toAiAccountantEnrollmentStatus = exports.getAllowedOperationsForStatus = exports.getTreasuryFundsMaximumYield = exports.getTreasurySetupViewDetails = exports.updateTreasuryVideoViewed = exports.updateTreasuryPromoRemindMeLaterClicked = exports.updateTreasuryPromoIntroClosedByOutsideClick = exports.updateFundAllocationLocalData = exports.fetchPortfolioAllocation = exports.updatePortfolioAllocation = exports.fetchTreasuryFunds = exports.clearTreasurySetupView = exports.fetchTreasurySetupView = exports.acceptTreasuryTerms = exports.getExpressPayView = exports.resetExpressPayLocalData = exports.submitExpressPay = exports.updateExpressPayFormLocalData = exports.fetchExpressPayInitialDetails = exports.getIntlWireVerificationView = exports.updateVerificationFormLocalData = exports.submitInternationalVerificationForm = exports.fetchInternationalVerificationForm = exports.createTaskFromTaskGroupTemplate = exports.getCompanyTaskManagerView = exports.fetchTaskManagerMetrics = exports.fetchCompanyTaskManagerView = exports.fetchCockpitContext = exports.toRecurringFrequency = exports.toDayOfWeek = exports.getRecurringEndDateFromCount = exports.getMinAllowedEndDate = exports.SEMI_WEEKLY_REQUIRED_DAYS_COUNT = exports.ALL_WEEK_DAYS = exports.updateReferViewed = exports.getRewardsPlanCard = exports.fetchRewardsPlan = exports.resendReferralInvite = exports.updateReferralListSortUiState = exports.saveReferralFormDataInLocalStore = exports.clearReferrals = exports.sendReferralInvite = exports.fetchReferrals = void 0;
+exports.removeSyntheticAiCfoAnswer = exports.updateSyntheticAiCfoAnswer = exports.appendSyntheticAiCfoAnswer = exports.toAiCfoVisualization = exports.clearAiCfo = exports.clearSession = exports.addQuestionPayload = exports.upsertOrAddQuestionAnswerPayload = exports.upsertAnswerPayload = exports.updateAiCfoAnswerCardPolicyWizardPlan = exports.setSessions = exports.setNewSession = exports.getSuggestedQuestionsForPageContext = exports.getAiCfoView = exports.clearAiCfoSidePanelHostPageContext = exports.applyAiCfoSidePanelHostPageTransition = exports.fetchSuggestedQuestionsFailure = exports.fetchSuggestedQuestionsSuccess = exports.fetchSuggestedQuestions = exports.updateResponseState = exports.deleteChatSession = exports.acceptMasterTOS = exports.fetchChatHistory = exports.stopSubmitQuestion = exports.stopSubmit = exports.createSessionAndSubmit = exports.clearLastContextMessage = exports.clearDeleteChatSessionStatus = exports.clearCurrentSessionId = exports.clearAiCfoView = exports.setSession = exports.clearInput = exports.updateCotCollapsedState = exports.updateCurrentInput = exports.updateAiCfoViewScrollPosition = exports.submitQuestion = exports.createSession = exports.fetchChatSessionsForUser = exports.getAiAccountantCockpitView = exports.updateAiAccountantUIState = exports.triggerAiAccountantJob = exports.setSelectedTenantIdsForJobTrigger = exports.fetchAiAccountantJobs = exports.fetchAiAccountantCustomers = exports.clearAiAccountantView = exports.cancelAiAccountantOnboarding = exports.getAiAccountantJobsByTenantId = exports.getAiAccountantCustomers = exports.updateAiAccountantJobs = exports.updateAiAccountantCustomer = void 0;
+exports.getCardPolicySuggestedAllowMerchants = exports.getCardPolicySuggestedAllowCategories = exports.getCardPolicyStats = exports.getCardPolicyMccCategoriesFetchState = exports.getCardPolicyMccCategoriesError = exports.getCardPolicyMccCategories = exports.getAllCardPolicyTemplates = exports.clearCardPolicy = exports.updatePolicyRecommendationFromUploadSuccess = exports.updatePolicyRecommendationFromUploadFailure = exports.updatePolicyDocumentExtractionSuccess = exports.updatePolicyDocumentExtractionFailure = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyTemplates = exports.updateCardPolicyStats = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.removeCardPolicyTemplate = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyRecommendationFromUpload = exports.fetchCardPolicyMccCategories = exports.extractPolicyDocument = exports.clearPolicyDocumentExtraction = exports.toMessageType = exports.toMessageSender = exports.ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = exports.toInteractiveFormTypeStrict = exports.toInteractiveFormType = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = exports.toAiCfoVisualizationType = exports.ALL_INTERACTIVE_FORM_TYPES = exports.ALL_AI_CFO_ANSWER_RESPONSE_TYPES = exports.ALL_AI_CFO_ANSWER_STATE_TYPES = exports.ALL_AI_CFO_VISUALIZATION_TYPES = exports.ALL_AI_CFO_CHARTS_TYPES = exports.getSyntheticAiCfoAnswerByQuestionAnswerId = exports.getSyntheticAiCfoAnswersForChatSession = exports.getAiCfoSelectorView = exports.getAllQuestionsForChatSession = exports.getQuestionAnswerByIdForChatSession = exports.getAllQuestionAnswersForChatSession = exports.clearSyntheticAiCfoAnswers = void 0;
+exports.CARD_POLICY_LIMIT_ROW_ID_TRANSACTION = exports.CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT = exports.getManualCardPolicyFormDraft = exports.getLastCreatedCardPolicyTemplateIds = exports.getLastCreatedCardPolicyTemplateId = exports.getLastCreateCardPolicyTemplateErrors = exports.getLastCreateCardPolicySourceChatSessionId = exports.getCreateCardPolicyTemplateRequestState = exports.getAiCardPolicyFormDraft = exports.updateManualCardPolicyFormDraft = exports.updateCreateCardPolicyTemplateRequestState = exports.updateAiCardPolicyFormDraftFromUploadPlan = exports.updateAiCardPolicyFormDraft = exports.seedManualCardPolicyFormDraft = exports.seedAiCardPolicyFormDraft = exports.createCardPolicyTemplates = exports.clearManualCardPolicyFormDraft = exports.clearCreateCardPolicy = exports.clearAiCardPolicyFormDraft = exports.applyExtractedPolicyToManualCardPolicyDraft = exports.applyExtractedPolicyToAiCardPolicyDraft = exports.toUpdateCardPolicyTemplateRequestBody = exports.toExtractedCardPolicyRules = exports.toCreateCardPolicyTemplatesRequestBody = exports.toCreateCardPolicyTemplateRequestBody = exports.toCardPolicyVendorSearchOption = exports.toCardPolicyTemplateList = exports.toCardPolicyTemplate = exports.toCardPolicyStats = exports.toCardPolicyEditFormDraft = exports.toBulkCreateCardPolicyTemplateError = exports.toCardPolicyTemplateStatus = exports.toCardPolicyTemplateMode = exports.ALL_CARD_POLICY_TEMPLATE_STATUSES = exports.ALL_CARD_POLICY_TEMPLATE_MODES = exports.getUploadedPolicyDocumentFileName = exports.getPolicyRecommendationFromUploadFetchState = exports.getPolicyRecommendationFromUploadError = exports.getPolicyRecommendationFromUploadChatSessionId = exports.getPolicyRecommendationFromUploadAnswerId = exports.getPolicyDocumentExtractionFetchState = exports.getPolicyDocumentExtractionError = exports.getExtractedCardPolicyRules = exports.getCardPolicyVendorSearchString = exports.getCardPolicyVendorSearchOptions = exports.getCardPolicyVendorSearchFetchState = exports.getCardPolicyTemplatesByIds = exports.getCardPolicyTemplateById = exports.getCardPolicySuggestedBlockMerchants = exports.getCardPolicySuggestedBlockCategories = void 0;
+exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.getUpdateCardPolicyFetchState = exports.getCardPolicyFormDraft = exports.getCardPolicyDetailView = exports.getCardPolicyDetailFetchState = exports.updateCardPolicyFormDraft = exports.updateCardPolicyFetchStatus = exports.updateCardPolicyDetailFetchStatus = exports.updateCardPolicy = exports.fetchCardPolicyDetail = exports.clearCardPolicyDetail = exports.getCardPolicyTemplateIds = exports.getCardPolicyListView = exports.getCardPolicyListFetchState = exports.getArchiveCardPolicyFetchState = exports.updateCardPolicyListFetchStatus = exports.updateArchiveCardPolicyFetchStatus = exports.prependCardPolicyTemplateIds = exports.fetchCardPolicyList = exports.clearCardPolicyList = exports.archiveCardPolicy = exports.toManualCardPolicyTemplateRequestFromDraft = exports.toBulkCardPolicyTemplateRequestsFromDraft = exports.toCardPolicyTemplateRequestFromDraft = exports.applyAiCardPolicyFormDraftUpdate = exports.deriveAiPolicyReviewRowsFromInputs = exports.buildManualCardPolicyFormDraftSeed = exports.buildUploadReviewRows = exports.buildEmptyLimitRows = exports.buildAiCardPolicyFormDraftSeed = exports.toVendorChipFieldValue = exports.toMccCategoryChipFieldValue = exports.buildVendorChipId = exports.buildMccCategoryChipId = exports.VENDOR_CHIP_ID_PREFIX = exports.MCC_CHIP_ID_PREFIX = exports.toMccCategoryLike = void 0;
+exports.getCashManagementOverviewBanner = exports.getCashManagementOverview = exports.bufferAmountToRisk = exports.RISK_BUFFER_AMOUNT = exports.getAutoSweepFlow = exports.updateCashManagementSettingsFetchStatus = exports.updateCashManagementSettings = exports.updateAutoSweepSettingsFetchStatus = exports.updateAutoSweepRisk = exports.updateAutoSweepDraft = exports.saveAutoSweepSettings = exports.clearAutoSweepFlow = exports.fetchCashManagementOverviewPage = exports.fetchCashManagementBanner = exports.toKycProvidedDocumentTypeFromAllowed = exports.toKycProvidedDocumentType = exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = void 0;
 const allowedValue_1 = require("./commonStateTypes/allowedValue");
 Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
 Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
@@ -1089,6 +1089,7 @@ Object.defineProperty(exports, "getOnboardingPlaidLinkToken", { enumerable: true
 Object.defineProperty(exports, "saveOnboardingCompnayOfficerPhoneInLocalStore", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.saveOnboardingCompnayOfficerPhoneInLocalStore; } });
 Object.defineProperty(exports, "saveOnboardingCustomerViewDataInLocalStore", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.saveOnboardingCustomerViewDataInLocalStore; } });
 Object.defineProperty(exports, "updateCurrentStep", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateCurrentStep; } });
+Object.defineProperty(exports, "updateCurrentSubStep", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateCurrentSubStep; } });
 Object.defineProperty(exports, "updateOnboardingCustomerView", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateOnboardingCustomerView; } });
 Object.defineProperty(exports, "updateOnboardingCustomerViewAccountDetails", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateOnboardingCustomerViewAccountDetails; } });
 Object.defineProperty(exports, "updateOnboardingCustomerViewCompleteStatus", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateOnboardingCustomerViewCompleteStatus; } });
@@ -1098,8 +1099,15 @@ Object.defineProperty(exports, "updateOnboardingCustomerViewUIState", { enumerab
 Object.defineProperty(exports, "updateOnboardingPaymentAccountLoginStatus", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateOnboardingPaymentAccountLoginStatus; } });
 Object.defineProperty(exports, "updateOnboardingPaymentAccountStatus", { enumerable: true, get: function () { return onboardingCustomerViewReducer_1.updateOnboardingPaymentAccountStatus; } });
 const onboardingCustomerViewSelector_1 = require("./view/onboardingView/customerView/onboardingCustomerViewSelector");
+Object.defineProperty(exports, "getAiAgentsActivationCounts", { enumerable: true, get: function () { return onboardingCustomerViewSelector_1.getAiAgentsActivationCounts; } });
+Object.defineProperty(exports, "getAiAgentsActivationPhases", { enumerable: true, get: function () { return onboardingCustomerViewSelector_1.getAiAgentsActivationPhases; } });
+Object.defineProperty(exports, "getAiAgentsActivationSubview", { enumerable: true, get: function () { return onboardingCustomerViewSelector_1.getAiAgentsActivationSubview; } });
 Object.defineProperty(exports, "getOnboardingCustomerView", { enumerable: true, get: function () { return onboardingCustomerViewSelector_1.getOnboardingCustomerView; } });
 Object.defineProperty(exports, "getProductSettingsString", { enumerable: true, get: function () { return onboardingCustomerViewSelector_1.getProductSettingsString; } });
+const onboardingCustomerViewState_1 = require("./view/onboardingView/customerView/onboardingCustomerViewState");
+Object.defineProperty(exports, "ALL_ONBOARDING_STEPS", { enumerable: true, get: function () { return onboardingCustomerViewState_1.ALL_ONBOARDING_STEPS; } });
+Object.defineProperty(exports, "ALL_ONBOARDING_SUB_STEPS", { enumerable: true, get: function () { return onboardingCustomerViewState_1.ALL_ONBOARDING_SUB_STEPS; } });
+Object.defineProperty(exports, "toOnboardingSubStepType", { enumerable: true, get: function () { return onboardingCustomerViewState_1.toOnboardingSubStepType; } });
 const opExReducer_1 = require("./view/opEx/opExReducer");
 Object.defineProperty(exports, "fetchOpEx", { enumerable: true, get: function () { return opExReducer_1.fetchOpEx; } });
 Object.defineProperty(exports, "fetchOpExWithForecast", { enumerable: true, get: function () { return opExReducer_1.fetchOpExWithForecast; } });

package/lib/view/fileView/epic/updateFileNameEpic.js

@@ -6,7 +6,7 @@ const operators_1 = require("rxjs/operators");
 const fileReducer_1 = require("../../../entity/file/fileReducer");
 const responsePayload_1 = require("../../../responsePayload");
 const fileViewReducer_1 = require("../fileViewReducer");
-const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.updateFileName.match), (0, operators_1.mergeMap)((action) => {
+const updateFileNameEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(fileViewReducer_1.updateFileName.match), (0, operators_1.switchMap)((action) => {
     /**
      * tenantId is required for updating onboarding file names.
      */

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

@@ -21,7 +21,7 @@ const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSe
 const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerView.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, officerType, sendForVerification, reCalculateCurrentStep = false, isBillingAddressUpdate, } = action.payload;
     const { onboardingCustomerViewState } = state$.value;
-    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, } = onboardingCustomerViewState;
+    const { companyDetails, primaryContactDetails, companyOfficerUpdateStatus, currentStep, currentSubStep, } = onboardingCustomerViewState;
     const companyLocalData = companyDetails.localData;
     const primaryContactLocalData = primaryContactDetails.localData;
     let companyOfficerLocalData;
@@ -55,8 +55,12 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
             Boolean(companyOfficerLocalData.email) === true // Don't save Empty Company Officer details
             ? (0, updateBusinessVerificationDetailsEpic_1.toBusinessVerificationOfficerDataPayload)(companyOfficerLocalData, false, companyOfficerAddressToCreate)
             : {};
+        // Verification step has two sub-steps that share currentStep but save
+        // different payloads — currentSubStep is the source of truth here.
+        const isOfficerSave = currentStep === 'verification' &&
+            currentSubStep === 'company_officer';
         if (isBillingAddressUpdate === false) {
-            if (currentStep === 'company_officer') {
+            if (isOfficerSave) {
                 payload = {
                     company: toBusinessVerificationMinimalCompanyDataPayload(companyLocalData),
                     company_officer,
@@ -69,6 +73,11 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 };
             }
         }
+        const section = isBillingAddressUpdate === true
+            ? 'setup_billing'
+            : isOfficerSave
+                ? 'company_officer'
+                : 'company_details';
         const messageSectionMapper = {
             company_officer: {
                 sendForVerification: 'onboarding_customer_identity_verification_submit',
@@ -78,23 +87,20 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 sendForVerification: 'onboarding_customer_business_verification_submit',
                 save: 'onboarding_customer_business_verification_save',
             },
-            link_payment_account: {
+            setup_billing: {
                 save: 'billing_address_view',
                 sendForVerification: 'billing_address_view',
             },
         };
         let messageSection;
         if (isBillingAddressUpdate === true) {
-            messageSection = messageSectionMapper[currentStep].save;
+            messageSection = messageSectionMapper[section].save;
+        }
+        else if (sendForVerification === true) {
+            messageSection = messageSectionMapper[section].sendForVerification;
         }
         else {
-            if (sendForVerification === true) {
-                messageSection =
-                    messageSectionMapper[currentStep].sendForVerification;
-            }
-            else {
-                messageSection = messageSectionMapper[currentStep].save;
-            }
+            messageSection = messageSectionMapper[section].save;
         }
         return zeniAPI
             .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, payload)
@@ -117,18 +123,18 @@ const updateOnboardingCustomerViewEpic = (actions$, state$, zeniAPI) => actions$
                 const externalConnections = currentTenant.externalConnections;
                 const isQBOConnection = externalConnections?.accounting?.some((connection) => connection.connectionName.match(/quickbooks/i)) ?? false;
                 const { allSteps } = (0, onboardingCustomerViewSelector_1.getOnboardingCustomerView)(state$.value, companyId);
-                if (currentStep === 'link_payment_account') {
+                if (currentStep === 'setup_billing') {
                     if (isQBOConnection === true &&
-                        allSteps.includes('qbo_connection')) {
-                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'qbo_connection' }));
+                        allSteps.includes('connect_ledger')) {
+                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'connect_ledger' }));
                     }
                     else {
-                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'company_officer' }));
+                        actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'verification' }));
                     }
                 }
-                if (currentStep === 'company_officer') {
-                    actions.push((0, onboardingCustomerViewReducer_1.updateCurrentStep)({ step: 'company_details' }));
-                }
+                // The officer→details transition is now a sub-step change
+                // handled by the page (currentSubStep dispatch). No
+                // currentStep update needed for that traversal anymore.
                 actions.push((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData)({
                     companyId: response.data.companies[0].company_id,
                     currentStep,

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

@@ -22,7 +22,7 @@ const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewRed
 const onboardingCustomerViewSelector_1 = require("../../onboardingCustomerViewSelector");
 const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerViewLocalStoreData.match), (0, operators_1.mergeMap)((action) => {
     const { companyId, currentStep, reCalculateCurrentStep } = action.payload;
-    const { companyState, companyViewState, fileState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
+    const { companyState, companyViewState, userState, userRoleState, onboardingCustomerViewState, subscriptionPaymentAccountState, paymentAccountState, addressState, } = state$.value;
     const { subscriptionPaymentAccountIds } = onboardingCustomerViewState;
     const subscriptionIDs = (0, get_1.default)(companyViewState.passportView.subscriptionIDsByCompanyID, companyId, undefined);
     const companyView = (0, getCompanyView_1.getCompanyView)(state$.value, companyId, subscriptionIDs ?? []);
@@ -42,7 +42,12 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
         const onboardingCustomerViewLocalData = toOnboardingCustomerViewLocalData(company, companyOfficers, companyOfficerRoles, primaryContact);
         const { companyDetails, officers, primaryContactDetails } = onboardingCustomerViewLocalData;
         let updatedCompanyDetails = companyDetails;
-        if (currentStep === 'company_officer' &&
+        // After an officer sub-step save inside the verification step, propagate
+        // the latest syncToken into the cached company-details local data so the
+        // user's next details-save doesn't 409.
+        const isOfficerSave = currentStep === 'verification' &&
+            onboardingCustomerViewState.currentSubStep === 'company_officer';
+        if (isOfficerSave &&
             onboardingCustomerViewState.companyDetails.localData != null) {
             const { companyInfo } = company;
             const { syncToken } = companyInfo;
@@ -51,7 +56,7 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
                 syncToken,
             };
         }
-        let updatedCurrentStep = 'link_payment_account';
+        let updatedCurrentStep = 'setup_billing';
         let subscriptionPaymentAccount;
         const { companyOnboardingInfo } = company;
         const accountingConnectionCreationMode = companyOnboardingInfo?.onboardingInfo
@@ -78,18 +83,14 @@ const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$) => act
                 cardPaymentViewState.cardPaymentsIds.length > 0) &&
                 companyView?.company.company.companyOnboardingInfo
                     .subscriptionBillingAddressId != null) {
-                updatedCurrentStep = 'qbo_connection';
+                updatedCurrentStep = 'connect_ledger';
+                // After the ledger is connected we move straight to verification —
+                // company_officer / company_details are now sub-steps inside it,
+                // so the page handles which sub-step to land on. The optional
+                // connect_data_source step is opt-in from the sidebar, not from
+                // the recalc.
                 if (isValidConnection) {
-                    updatedCurrentStep = 'company_officer';
-                    let officerIndex = companyOfficers.length > 0
-                        ? officers.findIndex((officer) => officer?.isSelectedForVerification === true)
-                        : 0;
-                    if (officerIndex === -1) {
-                        officerIndex = 0;
-                    }
-                    if ((0, onboardingCustomerViewSelector_1.isOfficerDetailsCompleted)(companyOfficers, companyOfficerRoles, officers[officerIndex], fileState)) {
-                        updatedCurrentStep = 'company_details';
-                    }
+                    updatedCurrentStep = 'verification';
                 }
             }
         }

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

@@ -3,7 +3,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
 import { CompanyDetailsLocalData, CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidLinkTokenType } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, OnboardingCustomerViewState, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
 export declare const initialState: OnboardingCustomerViewState;
 export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, cacheOverride?: any, reCalculateCurrentStep?: any], {
     companyId: string;
@@ -76,7 +76,9 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
     linkTokenType: PlaidLinkTokenType;
 }, "onboardingCustomerView/getOnboardingPlaidLinkTokenFailure", never, never>, updateCurrentStep: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     step: OnboardingStep;
-}, "onboardingCustomerView/updateCurrentStep">, updateOnboardingCustomerViewAccountDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[paymentAccountIds: string[], subscriptionPaymentAccountIds: string[]], {
+}, "onboardingCustomerView/updateCurrentStep">, updateCurrentSubStep: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    subStep: OnboardingSubStep;
+}, "onboardingCustomerView/updateCurrentSubStep">, updateOnboardingCustomerViewAccountDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[paymentAccountIds: string[], subscriptionPaymentAccountIds: string[]], {
     paymentAccountIds: string[];
     subscriptionPaymentAccountIds: string[];
 }, "onboardingCustomerView/updateOnboardingCustomerViewAccountDetails", never, never>, updateOnboardingCustomerViewLocalStoreData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{

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

@@ -1,8 +1,8 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatusFailure = exports.fetchAiAgentsActivationStatusSuccess = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiActivationViewedFailure = exports.acknowledgeOnboardingAiActivationViewedSuccess = exports.acknowledgeOnboardingAiActivationViewed = exports.acknowledgeOnboardingAiFinanceTeamFailure = exports.acknowledgeOnboardingAiFinanceTeamSuccess = exports.acknowledgeOnboardingAiFinanceTeam = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
-exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = void 0;
+exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentSubStep = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.aiAgentsActivationPhaseChanged = exports.aiAgentsActivationCountsUpdated = exports.fetchAiAgentsActivationStatusFailure = exports.fetchAiAgentsActivationStatusSuccess = exports.fetchAiAgentsActivationStatus = exports.acknowledgeOnboardingAiActivationViewedFailure = exports.acknowledgeOnboardingAiActivationViewedSuccess = exports.acknowledgeOnboardingAiActivationViewed = exports.acknowledgeOnboardingAiFinanceTeamFailure = exports.acknowledgeOnboardingAiFinanceTeamSuccess = exports.acknowledgeOnboardingAiFinanceTeam = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
+exports.clearKycKybAutofillForOnboarding = exports.applyKybDocumentAutofillForOnboarding = exports.applyKycDocumentAutofillForOnboarding = exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const kycKybAutofillActions_1 = require("../../spendManagement/commonSetup/kycKybAutofillActions");
@@ -15,7 +15,8 @@ exports.initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'link_payment_account',
+    currentStep: 'setup_billing',
+    currentSubStep: 'default',
     parsingDocumentFileIds: [],
     companyDetails: {
         autoFilledFields: [],
@@ -121,6 +122,9 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         updateCurrentStep(draft, action) {
             draft.currentStep = action.payload.step;
         },
+        updateCurrentSubStep(draft, action) {
+            draft.currentSubStep = action.payload.subStep;
+        },
         updateOnboardingCustomerViewAccountDetails: {
             prepare(paymentAccountIds, subscriptionPaymentAccountIds) {
                 return { payload: { paymentAccountIds, subscriptionPaymentAccountIds } };
@@ -767,5 +771,5 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
         });
     },
 });
-_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.acknowledgeOnboardingAiFinanceTeam = _a.acknowledgeOnboardingAiFinanceTeam, exports.acknowledgeOnboardingAiFinanceTeamSuccess = _a.acknowledgeOnboardingAiFinanceTeamSuccess, exports.acknowledgeOnboardingAiFinanceTeamFailure = _a.acknowledgeOnboardingAiFinanceTeamFailure, exports.acknowledgeOnboardingAiActivationViewed = _a.acknowledgeOnboardingAiActivationViewed, exports.acknowledgeOnboardingAiActivationViewedSuccess = _a.acknowledgeOnboardingAiActivationViewedSuccess, exports.acknowledgeOnboardingAiActivationViewedFailure = _a.acknowledgeOnboardingAiActivationViewedFailure, exports.fetchAiAgentsActivationStatus = _a.fetchAiAgentsActivationStatus, exports.fetchAiAgentsActivationStatusSuccess = _a.fetchAiAgentsActivationStatusSuccess, exports.fetchAiAgentsActivationStatusFailure = _a.fetchAiAgentsActivationStatusFailure, exports.aiAgentsActivationCountsUpdated = _a.aiAgentsActivationCountsUpdated, exports.aiAgentsActivationPhaseChanged = _a.aiAgentsActivationPhaseChanged, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView, exports.applyKycDocumentAutofillForOnboarding = _a.applyKycDocumentAutofillForOnboarding, exports.applyKybDocumentAutofillForOnboarding = _a.applyKybDocumentAutofillForOnboarding, exports.clearKycKybAutofillForOnboarding = _a.clearKycKybAutofillForOnboarding;
+_a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.acknowledgeOnboardingAiFinanceTeam = _a.acknowledgeOnboardingAiFinanceTeam, exports.acknowledgeOnboardingAiFinanceTeamSuccess = _a.acknowledgeOnboardingAiFinanceTeamSuccess, exports.acknowledgeOnboardingAiFinanceTeamFailure = _a.acknowledgeOnboardingAiFinanceTeamFailure, exports.acknowledgeOnboardingAiActivationViewed = _a.acknowledgeOnboardingAiActivationViewed, exports.acknowledgeOnboardingAiActivationViewedSuccess = _a.acknowledgeOnboardingAiActivationViewedSuccess, exports.acknowledgeOnboardingAiActivationViewedFailure = _a.acknowledgeOnboardingAiActivationViewedFailure, exports.fetchAiAgentsActivationStatus = _a.fetchAiAgentsActivationStatus, exports.fetchAiAgentsActivationStatusSuccess = _a.fetchAiAgentsActivationStatusSuccess, exports.fetchAiAgentsActivationStatusFailure = _a.fetchAiAgentsActivationStatusFailure, exports.aiAgentsActivationCountsUpdated = _a.aiAgentsActivationCountsUpdated, exports.aiAgentsActivationPhaseChanged = _a.aiAgentsActivationPhaseChanged, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateCurrentSubStep = _a.updateCurrentSubStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView, exports.applyKycDocumentAutofillForOnboarding = _a.applyKycDocumentAutofillForOnboarding, exports.applyKybDocumentAutofillForOnboarding = _a.applyKybDocumentAutofillForOnboarding, exports.clearKycKybAutofillForOnboarding = _a.clearKycKybAutofillForOnboarding;
 exports.default = onboardingCustomerView.reducer;

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

@@ -15,7 +15,7 @@ import { CompanyView } from '../../companyView/types/companyView';
 import { CompanyDetails, CompanyOfficersDetails } from '../../spendManagement/commonSetup/setupViewSelector';
 import { CompanyOfficerLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationSubview, OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
+import { AiAgentsActivationCounts, AiAgentsActivationPhase, AiAgentsActivationSubview, OnboardingCustomerViewUIState, OnboardingStep, OnboardingSubStep } from './onboardingCustomerViewState';
 export interface OnboardingCustomerView {
     allNationalityCountries: Country[];
     allRequiredStepsCompleted: boolean;
@@ -25,6 +25,7 @@ export interface OnboardingCustomerView {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
     completedSteps: OnboardingStep[];
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     fetchStatus: FetchStateAndError;
     halfCompletedSteps: OnboardingStep[];
     isInterimEmailSent: boolean;

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

@@ -17,7 +17,7 @@ const setupViewSelector_1 = require("../../spendManagement/commonSetup/setupView
 const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -80,7 +80,7 @@ function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('link_payment_account');
+        completedSteps.push('setup_billing');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -91,24 +91,25 @@ function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('link_payment_account');
+        halfCompletedSteps.push('setup_billing');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('qbo_connection');
+        completedSteps.push('connect_ledger');
     }
-    if (companyDetails.localData != null &&
+    const isCompanyDetailsDone = companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
-        completedSteps.push('company_details');
-    }
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    if (companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
-        completedSteps.push('company_officer');
+    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
+    // The verification step (single sidebar step) is only "complete" once both
+    // the company-officer and company-details sub-steps are fully filled in.
+    if (isCompanyDetailsDone && isOfficerDone) {
+        completedSteps.push('verification');
     }
     const { allStepsData, requiredStepsData } = (0, exports.onboardingStepsData)(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -135,6 +136,7 @@ function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,

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

@@ -3,15 +3,18 @@ import { Address } from '../../../entity/address/addressState';
 import { CompanyOfficerType } from '../../companyView/types/companyPassport/companyUsersLocalData';
 import { CompanyDetailsLocalData, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewLocalData } from '../../spendManagement/commonSetup/setupViewState';
 import { PlaidConnectionDetails } from '../../spendManagement/plaidAccount/plaidAccountViewState';
-export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account"];
-export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection"];
-export declare const REQUIRED_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["company_officer", "company_details"];
-export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["link_payment_account", "company_officer", "company_details"];
-export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["qbo_connection", "company_officer", "company_details"];
-export declare const ALL_ONBOARDING_STEPS: readonly ["link_payment_account", "qbo_connection", "company_officer", "company_details"];
-export declare const toOnboardingStepType: (v: string) => "company_details" | "company_officer" | "link_payment_account" | "qbo_connection";
+export declare const ZENI_USER_REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing"];
+export declare const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger"];
+export declare const REQUIRED_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT: readonly ["verification"];
+export declare const ALL_ZENI_USER_ONBOARDING_STEPS: readonly ["setup_billing", "verification"];
+export declare const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO: readonly ["connect_ledger", "connect_data_source", "verification"];
+export declare const ALL_ONBOARDING_STEPS: readonly ["setup_billing", "connect_ledger", "connect_data_source", "verification"];
+export declare const toOnboardingStepType: (v: string) => "setup_billing" | "connect_ledger" | "verification" | "connect_data_source";
 export type OnboardingStep = ReturnType<typeof toOnboardingStepType>;
+export declare const ALL_ONBOARDING_SUB_STEPS: readonly ["default", "ai-activating", "unlock-stack", "company_officer", "company_details"];
+export declare const toOnboardingSubStepType: (v: string) => "default" | "company_details" | "company_officer" | "ai-activating" | "unlock-stack";
+export type OnboardingSubStep = ReturnType<typeof toOnboardingSubStepType>;
 /**
  * Onboarding Custiner View Local Data - Intefaces
  */
@@ -41,6 +44,7 @@ export interface OnboardingCustomerViewState extends FetchedState {
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
+    currentSubStep: OnboardingSubStep;
     dashboardLoadedStatus: FetchStateAndError;
     /**
      * File IDs currently being parsed by the AI autofill epic for onboarding.

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

@@ -1,20 +1,21 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+exports.emptyAiAgentsActivationSubview = exports.emptyAiAgentsActivationCounts = exports.toOnboardingSubStepType = exports.ALL_ONBOARDING_SUB_STEPS = 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',
-];
+// Onboarding steps are the 4 top-level surfaces. Officer + details verification
+// live as sub-steps under `verification` (state machine in CustomerOnboardingPage).
+// The optional data-source step is its own surface; the legacy connect-data-source
+// sub-step under the old `qbo_connection` no longer exists.
+exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
 exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'qbo_connection',
+    'connect_ledger',
 ];
 exports.REQUIRED_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
 ];
 exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
-    'company_officer',
-    'company_details',
+    'verification',
 ];
 exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
@@ -22,14 +23,33 @@ exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
 ];
 exports.ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
     ...exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
+    'connect_data_source',
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 exports.ALL_ONBOARDING_STEPS = [
     ...exports.REQUIRED_ONBOARDING_STEPS,
+    'connect_data_source',
     ...exports.ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
 ];
 const toOnboardingStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_STEPS);
 exports.toOnboardingStepType = toOnboardingStepType;
+// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
+// an officer-form save from a company-details save while both share
+// currentStep = 'verification'.
+//   - 'default'           generic landing sub-state.
+//   - 'ai-activating'     connect_ledger interstitial during AI activation.
+//   - 'unlock-stack'      verification landing — VerifyUnlockFinancialStackPage.
+//   - 'company_officer'   verification → officer form.
+//   - 'company_details'   verification → company details form.
+exports.ALL_ONBOARDING_SUB_STEPS = [
+    'default',
+    'ai-activating',
+    'unlock-stack',
+    'company_officer',
+    'company_details',
+];
+const toOnboardingSubStepType = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.ALL_ONBOARDING_SUB_STEPS);
+exports.toOnboardingSubStepType = toOnboardingSubStepType;
 exports.emptyAiAgentsActivationCounts = {
     customerCount: 0,
     glAccountCount: 0,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.4-beta1ND",
+  "version": "5.1.4-beta3ND",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",