@zeniai/client-epic-state 5.1.4-beta5ND → 5.1.4-betaML1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/company/companyPayload.d.ts +0 -4
- package/lib/entity/company/companyPayload.js +0 -6
- package/lib/entity/company/companyStateTypes.d.ts +0 -7
- package/lib/entity/paymentAccount/paymentAccountSelector.d.ts +0 -1
- package/lib/entity/paymentAccount/paymentAccountSelector.js +0 -9
- package/lib/entity/tenant/epic/deleteConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveAPIKeyConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/epic/saveConnectorCredentialsEpic.d.ts +3 -3
- package/lib/entity/tenant/epic/saveOAuthConnectionEpic.d.ts +1 -1
- package/lib/entity/tenant/tenantPayload.d.ts +0 -1
- package/lib/entity/tenant/tenantReducer.d.ts +25 -38
- package/lib/entity/tenant/tenantReducer.js +5 -65
- package/lib/entity/tenant/tenantState.d.ts +0 -1
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +2 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +1 -0
- package/lib/entity/transaction/stateTypes/transaction.d.ts +2 -0
- package/lib/epic.d.ts +1 -6
- package/lib/epic.js +1 -7
- package/lib/esm/entity/company/companyPayload.js +0 -6
- package/lib/esm/entity/paymentAccount/paymentAccountSelector.js +0 -8
- package/lib/esm/entity/tenant/tenantReducer.js +3 -63
- package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +1 -0
- package/lib/esm/epic.js +1 -7
- package/lib/esm/index.js +7 -11
- package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -0
- package/lib/esm/view/fileView/epic/deleteFileEpic.js +2 -2
- package/lib/esm/view/fileView/epic/deleteFileListEpic.js +2 -2
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewEpic.js +18 -24
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.js +15 -16
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +51 -223
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +12 -24
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewState.js +6 -37
- package/lib/esm/view/spendManagement/commonSetup/setupViewReducer.js +52 -106
- package/lib/esm/view/spendManagement/commonSetup/setupViewSelector.js +1 -6
- package/lib/index.d.ts +10 -14
- package/lib/index.js +35 -64
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -0
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +2 -0
- package/lib/view/fileView/epic/deleteFileEpic.js +1 -1
- package/lib/view/fileView/epic/deleteFileListEpic.js +1 -1
- package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewEpic.js +18 -24
- package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewLocalStoreDataEpic.js +14 -15
- package/lib/view/onboardingView/customerView/onboardingCustomerViewPayload.d.ts +0 -3
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +5 -44
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +52 -225
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +1 -6
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +12 -27
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +8 -52
- package/lib/view/onboardingView/customerView/onboardingCustomerViewState.js +7 -39
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +2 -28
- package/lib/view/spendManagement/commonSetup/setupViewReducer.js +53 -107
- package/lib/view/spendManagement/commonSetup/setupViewSelector.d.ts +2 -7
- package/lib/view/spendManagement/commonSetup/setupViewSelector.js +1 -6
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +0 -19
- package/package.json +1 -1
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.d.ts +0 -21
- package/lib/entity/tenant/epic/initEmailConnectOAuthEpic.js +0 -59
- package/lib/esm/entity/tenant/epic/initEmailConnectOAuthEpic.js +0 -55
- package/lib/esm/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +0 -40
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +0 -29
- package/lib/esm/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +0 -40
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -58
- package/lib/esm/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -77
- package/lib/esm/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -14
- package/lib/esm/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -207
- package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -41
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.d.ts +0 -7
- package/lib/view/onboardingView/customerView/epic/aiAgentsActivation/fetchAiAgentsActivationStatusEpic.js +0 -44
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.d.ts +0 -8
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiActivationViewedEpic.js +0 -33
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.d.ts +0 -9
- package/lib/view/onboardingView/customerView/epic/customerDetails/acknowledgeOnboardingAiFinanceTeamEpic.js +0 -44
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.d.ts +0 -28
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKybDocumentEpic.js +0 -62
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.d.ts +0 -9
- package/lib/view/spendManagement/commonSetup/epic/setup/parseUploadedKycDocumentEpic.js +0 -81
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.d.ts +0 -24
- package/lib/view/spendManagement/commonSetup/kycKybAutofillActions.js +0 -17
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.d.ts +0 -29
- package/lib/view/spendManagement/commonSetup/kycKybParseMapper.js +0 -215
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.d.ts +0 -154
- package/lib/view/spendManagement/commonSetup/types/kycKybAutofill.js +0 -46
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import { createSlice } from '@reduxjs/toolkit';
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import { date } from '../../../zeniDayJS';
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import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
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import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
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const initialStatus = {
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fetchState: 'Not-Started',
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error: undefined,
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updateStatus: initialStatus,
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saveStatus: initialStatus,
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dashboardLoadedStatus: initialStatus,
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currentStep: '
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currentSubStep: 'default',
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parsingDocumentFileIds: [],
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currentStep: 'link_payment_account',
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companyDetails: {
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autoFilledFields: [],
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localData: undefined,
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},
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companyOfficerUpdateStatus:
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autoFilledFields: [],
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companyOfficerUpdateStatus: {
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Officer_1: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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}
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},
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Officer_2: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_3: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_4: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_5: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_6: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_7: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_8: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_9: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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Officer_10: {
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localData: undefined,
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sendOtpStatus: initialStatus,
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otpverificationStatus: initialStatus,
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},
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},
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primaryContactDetails: {},
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paymentAccountDetails: {
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fetchStatus: initialStatus,
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fetchState: 'Not-Started',
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aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
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uiState: {
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isCardPaymentPopupOpen: false,
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updateCurrentStep(draft, action) {
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draft.currentStep = action.payload.step;
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},
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updateCurrentSubStep(draft, action) {
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draft.currentSubStep = action.payload.subStep;
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},
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updateOnboardingCustomerViewAccountDetails: {
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prepare(paymentAccountIds, subscriptionPaymentAccountIds) {
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return { payload: { paymentAccountIds, subscriptionPaymentAccountIds } };
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acknowledgeOnboardingAiFinanceTeam: {
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reducer(draft) {
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draft.aiFinanceTeamAcknowledgementStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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prepare(companyId) {
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return {
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payload: { companyId },
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},
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acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
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draft.aiFinanceTeamAcknowledgementStatus = {
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fetchState: 'Completed',
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error: undefined,
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};
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},
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acknowledgeOnboardingAiFinanceTeamFailure: {
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reducer(draft, action) {
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draft.aiFinanceTeamAcknowledgementStatus = {
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fetchState: 'Error',
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error: action.payload,
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};
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prepare(error) {
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return {
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payload: error,
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};
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},
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},
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acknowledgeOnboardingAiActivationViewed: {
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reducer(draft) {
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draft.aiActivationViewedAcknowledgementStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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prepare(companyId) {
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return {
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payload: { companyId },
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},
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},
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acknowledgeOnboardingAiActivationViewedSuccess(draft) {
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draft.aiActivationViewedAcknowledgementStatus = {
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};
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acknowledgeOnboardingAiActivationViewedFailure: {
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reducer(draft, action) {
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draft.aiActivationViewedAcknowledgementStatus = {
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fetchState: 'Error',
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error: action.payload,
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};
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draft.aiAgentsActivation.fetchStatus = {
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fetchState: 'In-Progress',
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error: undefined,
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};
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fetchAiAgentsActivationStatusSuccess: {
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reducer(draft, action) {
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};
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reducer(draft, action) {
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reducer(draft, action) {
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reducer(draft, action) {
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slot.autoFilledFields = Array.from(new Set([...(slot.autoFilledFields ?? []), ...autoFilledFieldNames]));
|
|
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|
-
draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
|
|
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|
-
},
|
|
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|
-
prepare(payload) {
|
|
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|
-
return { payload };
|
|
703
|
-
},
|
|
704
|
-
},
|
|
705
|
-
/** Merge AI-parsed company fields into companyDetails onboarding localData. */
|
|
706
|
-
applyKybDocumentAutofillForOnboarding: {
|
|
707
|
-
reducer(draft, action) {
|
|
708
|
-
const { values, autoFilledFieldNames, fileId } = action.payload;
|
|
709
|
-
draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
|
|
710
|
-
const prev = draft.companyDetails.autoFilledFields ?? [];
|
|
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|
-
draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
|
|
712
|
-
draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
|
|
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|
-
},
|
|
714
|
-
prepare(payload) {
|
|
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|
-
return { payload };
|
|
716
|
-
},
|
|
717
|
-
},
|
|
718
|
-
/** Wipe AI-autofill badges during onboarding. */
|
|
719
|
-
clearKycKybAutofillForOnboarding: {
|
|
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|
-
reducer(draft, action) {
|
|
721
|
-
const { officerType } = action.payload;
|
|
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|
-
if (officerType != null) {
|
|
723
|
-
draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
|
|
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|
-
}
|
|
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|
-
else {
|
|
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|
-
draft.companyDetails.autoFilledFields = [];
|
|
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|
-
Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
|
|
728
|
-
draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
|
|
729
|
-
});
|
|
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|
-
}
|
|
731
|
-
},
|
|
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|
-
prepare(payload = {}) {
|
|
733
|
-
return { payload };
|
|
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|
-
},
|
|
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|
-
},
|
|
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|
-
},
|
|
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|
-
extraReducers: (builder) => {
|
|
738
|
-
const addParsingFileId = (draft, fileId) => {
|
|
739
|
-
draft.parsingDocumentFileIds = draft.parsingDocumentFileIds ?? [];
|
|
740
|
-
if (!draft.parsingDocumentFileIds.includes(fileId)) {
|
|
741
|
-
draft.parsingDocumentFileIds.push(fileId);
|
|
742
|
-
}
|
|
743
|
-
};
|
|
744
|
-
const removeParsingFileId = (draft, fileId) => {
|
|
745
|
-
draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
|
|
746
|
-
};
|
|
747
|
-
builder.addCase(parseUploadedKycDocument, (draft, action) => {
|
|
748
|
-
if (action.payload.target === 'onboarding') {
|
|
749
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
750
|
-
}
|
|
751
|
-
});
|
|
752
|
-
builder.addCase(parseUploadedKybDocument, (draft, action) => {
|
|
753
|
-
if (action.payload.target === 'onboarding') {
|
|
754
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
755
|
-
}
|
|
756
|
-
});
|
|
757
|
-
builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
|
|
758
|
-
if (action.payload.target === 'onboarding') {
|
|
759
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
760
|
-
}
|
|
761
|
-
});
|
|
762
|
-
builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
|
|
763
|
-
if (action.payload.target === 'onboarding') {
|
|
764
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
765
|
-
}
|
|
766
|
-
});
|
|
767
595
|
},
|
|
768
596
|
});
|
|
769
|
-
export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure,
|
|
597
|
+
export const { fetchOnboardingCustomerView, fetchOnboardingCustomerSetupView, fetchOnboardingCustomerSetupViewSuccess, fetchOnboardingCustomerSetupViewFailure, updateOnboardingCustomerViewCompleteStatus, updateOnboardingCustomerViewCompleteStatusSuccess, updateOnboardingCustomerViewCompleteStatusFailure, updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedSuccess, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerView, updateOnboardingCustomerViewSuccess, updateOnboardingCustomerViewFailure, updateOnboardingPaymentAccountStatus, updateOnboardingPaymentAccountStatusSuccess, updateOnboardingPaymentAccountStatusFailure, updateOnboardingPaymentAccountLoginStatus, updateOnboardingPaymentAccountLoginStatusSuccess, updateOnboardingPaymentAccountLoginStatusFailure, establishOnboardingPlaidConnection, establishOnboardingPlaidConnectionSuccess, establishOnboardingPlaidConnectionFailure, getOnboardingPlaidLinkToken, getOnboardingPlaidLinkTokenSuccess, getOnboardingPlaidLinkTokenFailure, updateCurrentStep, updateOnboardingCustomerViewAccountDetails, updateOnboardingCustomerViewLocalStoreData, saveOnboardingCustomerViewDataInLocalStore, saveOnboardingCompnayOfficerPhoneInLocalStore, updateOnboardingCustomerViewUIState, sendOnboardingOfficerOtp, sendOnboardingOfficerOtpSuccess, sendOnboardingOfficerOtpFailure, resendOnboardingOfficerOtp, verifyOnboardingOfficerOtp, verifyOnboardingOfficerOtpSuccess, verifyOnboardingOfficerOtpFailure, clearOnboardingCustomerViewDataInLocalStore, clearOnboardingCustomerView, } = onboardingCustomerView.actions;
|
|
770
598
|
export default onboardingCustomerView.reducer;
|
|
@@ -8,10 +8,10 @@ import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector'
|
|
|
8
8
|
import { getCompanyConfig } from '../../companyConfigView/companyConfigSelector';
|
|
9
9
|
import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
|
|
10
10
|
import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
|
|
11
|
-
import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
11
|
+
import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, toOnboardingStepType, } from './onboardingCustomerViewState';
|
|
12
12
|
export function getOnboardingCustomerView(state, companyId) {
|
|
13
13
|
const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
|
|
14
|
-
const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails,
|
|
14
|
+
const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
|
|
15
15
|
const { paymentAccountIds } = paymentAccountDetails;
|
|
16
16
|
let subscriptionPaymentAccount;
|
|
17
17
|
let paymentAccount;
|
|
@@ -54,7 +54,6 @@ export function getOnboardingCustomerView(state, companyId) {
|
|
|
54
54
|
companyDetails,
|
|
55
55
|
companyOfficerUpdateStatus,
|
|
56
56
|
primaryContactDetails,
|
|
57
|
-
parsingDocumentFileIds,
|
|
58
57
|
});
|
|
59
58
|
const companyAddress = addressViewState.newAddressState?.company_address;
|
|
60
59
|
if (companyAddress == null &&
|
|
@@ -74,7 +73,7 @@ export function getOnboardingCustomerView(state, companyId) {
|
|
|
74
73
|
cardPaymentViewState.cardPaymentsIds.length > 0) &&
|
|
75
74
|
companyView?.company.company.companyOnboardingInfo
|
|
76
75
|
.subscriptionBillingAddressId != null) {
|
|
77
|
-
completedSteps.push('
|
|
76
|
+
completedSteps.push('link_payment_account');
|
|
78
77
|
}
|
|
79
78
|
const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
|
|
80
79
|
true &&
|
|
@@ -85,25 +84,24 @@ export function getOnboardingCustomerView(state, companyId) {
|
|
|
85
84
|
.subscriptionBillingAddressId != null;
|
|
86
85
|
if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
|
|
87
86
|
!(isPaymentVerified && hasSubscriptionBillingAddress)) {
|
|
88
|
-
halfCompletedSteps.push('
|
|
87
|
+
halfCompletedSteps.push('link_payment_account');
|
|
89
88
|
}
|
|
90
89
|
const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
|
|
91
90
|
if (isValidConnection) {
|
|
92
|
-
completedSteps.push('
|
|
91
|
+
completedSteps.push('qbo_connection');
|
|
93
92
|
}
|
|
94
|
-
|
|
93
|
+
if (companyDetails.localData != null &&
|
|
95
94
|
primaryContactDetails.localData != null &&
|
|
96
|
-
isCompanyDetailsCompleted(fileState, companyView, primaryContact)
|
|
95
|
+
isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
|
|
96
|
+
completedSteps.push('company_details');
|
|
97
|
+
}
|
|
97
98
|
const officerIndex = companyOfficers.length > 0
|
|
98
99
|
? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
|
|
99
100
|
: 0;
|
|
100
101
|
const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
|
|
101
|
-
|
|
102
|
-
isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)
|
|
103
|
-
|
|
104
|
-
// the company-officer and company-details sub-steps are fully filled in.
|
|
105
|
-
if (isCompanyDetailsDone && isOfficerDone) {
|
|
106
|
-
completedSteps.push('verification');
|
|
102
|
+
if (companyOfficerLocalData[selectedOfficerType] != null &&
|
|
103
|
+
isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
|
|
104
|
+
completedSteps.push('company_officer');
|
|
107
105
|
}
|
|
108
106
|
const { allStepsData, requiredStepsData } = onboardingStepsData(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
|
|
109
107
|
const allRequiredStepsCompleted = requiredStepsData.every((step) => {
|
|
@@ -121,7 +119,6 @@ export function getOnboardingCustomerView(state, companyId) {
|
|
|
121
119
|
return {
|
|
122
120
|
companyDetailsLocalData,
|
|
123
121
|
companyOfficerLocalData,
|
|
124
|
-
parsingDocumentFileIds,
|
|
125
122
|
subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
|
|
126
123
|
companyView,
|
|
127
124
|
allNationalityCountries,
|
|
@@ -130,7 +127,6 @@ export function getOnboardingCustomerView(state, companyId) {
|
|
|
130
127
|
officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
|
|
131
128
|
},
|
|
132
129
|
currentStep,
|
|
133
|
-
currentSubStep,
|
|
134
130
|
completedSteps,
|
|
135
131
|
halfCompletedSteps,
|
|
136
132
|
allRequiredStepsCompleted,
|
|
@@ -327,11 +323,3 @@ export const getProductSettingsString = (productSettings) => {
|
|
|
327
323
|
.map((key) => productKeyMap[key])
|
|
328
324
|
.join(',');
|
|
329
325
|
};
|
|
330
|
-
const fromActivationView = (state) =>
|
|
331
|
-
// Fall back to the empty subview so state hydrated from an older persisted
|
|
332
|
-
// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
|
|
333
|
-
state.onboardingCustomerViewState.aiAgentsActivation ??
|
|
334
|
-
emptyAiAgentsActivationSubview;
|
|
335
|
-
export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
|
|
336
|
-
export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
|
|
337
|
-
export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
|
|
@@ -1,18 +1,17 @@
|
|
|
1
1
|
import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
|
|
2
|
-
|
|
3
|
-
|
|
4
|
-
|
|
5
|
-
// sub-step under the old `qbo_connection` no longer exists.
|
|
6
|
-
export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = ['setup_billing'];
|
|
2
|
+
export const ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
|
|
3
|
+
'link_payment_account',
|
|
4
|
+
];
|
|
7
5
|
export const CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
|
|
8
|
-
'
|
|
6
|
+
'qbo_connection',
|
|
9
7
|
];
|
|
10
8
|
export const REQUIRED_ONBOARDING_STEPS = [
|
|
11
9
|
...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
12
10
|
...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
|
|
13
11
|
];
|
|
14
12
|
export const ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT = [
|
|
15
|
-
'
|
|
13
|
+
'company_officer',
|
|
14
|
+
'company_details',
|
|
16
15
|
];
|
|
17
16
|
export const ALL_ZENI_USER_ONBOARDING_STEPS = [
|
|
18
17
|
...ZENI_USER_REQUIRED_ONBOARDING_STEPS,
|
|
@@ -20,40 +19,10 @@ export const ALL_ZENI_USER_ONBOARDING_STEPS = [
|
|
|
20
19
|
];
|
|
21
20
|
export const ALL_CUSTOMER_ONBOARDING_STEPS_WITH_QBO = [
|
|
22
21
|
...CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO,
|
|
23
|
-
'connect_data_source',
|
|
24
22
|
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
25
23
|
];
|
|
26
24
|
export const ALL_ONBOARDING_STEPS = [
|
|
27
25
|
...REQUIRED_ONBOARDING_STEPS,
|
|
28
|
-
'connect_data_source',
|
|
29
26
|
...ALL_ZENI_USER_ONBOARDING_STEPS_WITHOUT_ACCOUNT,
|
|
30
27
|
];
|
|
31
28
|
export const toOnboardingStepType = (v) => stringToUnion(v, ALL_ONBOARDING_STEPS);
|
|
32
|
-
// Per-step sub-state. Lives in Redux so the save epic can tell, for example,
|
|
33
|
-
// an officer-form save from a company-details save while both share
|
|
34
|
-
// currentStep = 'verification'.
|
|
35
|
-
// - 'default' generic landing sub-state.
|
|
36
|
-
// - 'ai-activating' connect_ledger interstitial during AI activation.
|
|
37
|
-
// - 'unlock-stack' verification landing — VerifyUnlockFinancialStackPage.
|
|
38
|
-
// - 'company_officer' verification → officer form.
|
|
39
|
-
// - 'company_details' verification → company details form.
|
|
40
|
-
export const ALL_ONBOARDING_SUB_STEPS = [
|
|
41
|
-
'default',
|
|
42
|
-
'ai-activating',
|
|
43
|
-
'unlock-stack',
|
|
44
|
-
'company_officer',
|
|
45
|
-
'company_details',
|
|
46
|
-
];
|
|
47
|
-
export const toOnboardingSubStepType = (v) => stringToUnion(v, ALL_ONBOARDING_SUB_STEPS);
|
|
48
|
-
export const emptyAiAgentsActivationCounts = {
|
|
49
|
-
customerCount: 0,
|
|
50
|
-
glAccountCount: 0,
|
|
51
|
-
targetTransactionCount: 0,
|
|
52
|
-
transactionCount: 0,
|
|
53
|
-
vendorCount: 0,
|
|
54
|
-
};
|
|
55
|
-
export const emptyAiAgentsActivationSubview = {
|
|
56
|
-
counts: emptyAiAgentsActivationCounts,
|
|
57
|
-
fetchStatus: { fetchState: 'Not-Started', error: undefined },
|
|
58
|
-
phases: [],
|
|
59
|
-
};
|
|
@@ -1,30 +1,62 @@
|
|
|
1
1
|
import { createSlice } from '@reduxjs/toolkit';
|
|
2
|
-
import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from './kycKybAutofillActions';
|
|
3
2
|
const initialFetchStatus = {
|
|
4
3
|
fetchState: 'Not-Started',
|
|
5
4
|
error: undefined,
|
|
6
5
|
};
|
|
7
|
-
const emptyOfficerSlot = {
|
|
8
|
-
autoFilledFields: [],
|
|
9
|
-
localData: undefined,
|
|
10
|
-
sendOtpStatus: initialFetchStatus,
|
|
11
|
-
otpverificationStatus: initialFetchStatus,
|
|
12
|
-
};
|
|
13
6
|
export const initialState = {
|
|
14
7
|
updateStatus: { fetchState: 'Not-Started', error: undefined },
|
|
15
|
-
|
|
16
|
-
companyDetails: { autoFilledFields: [] },
|
|
8
|
+
companyDetails: {},
|
|
17
9
|
companyOfficerUpdateStatus: {
|
|
18
|
-
Officer_1: {
|
|
19
|
-
|
|
20
|
-
|
|
21
|
-
|
|
22
|
-
|
|
23
|
-
|
|
24
|
-
|
|
25
|
-
|
|
26
|
-
|
|
27
|
-
|
|
10
|
+
Officer_1: {
|
|
11
|
+
localData: undefined,
|
|
12
|
+
sendOtpStatus: initialFetchStatus,
|
|
13
|
+
otpverificationStatus: initialFetchStatus,
|
|
14
|
+
},
|
|
15
|
+
Officer_2: {
|
|
16
|
+
localData: undefined,
|
|
17
|
+
sendOtpStatus: initialFetchStatus,
|
|
18
|
+
otpverificationStatus: initialFetchStatus,
|
|
19
|
+
},
|
|
20
|
+
Officer_3: {
|
|
21
|
+
localData: undefined,
|
|
22
|
+
sendOtpStatus: initialFetchStatus,
|
|
23
|
+
otpverificationStatus: initialFetchStatus,
|
|
24
|
+
},
|
|
25
|
+
Officer_4: {
|
|
26
|
+
localData: undefined,
|
|
27
|
+
sendOtpStatus: initialFetchStatus,
|
|
28
|
+
otpverificationStatus: initialFetchStatus,
|
|
29
|
+
},
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Officer_5: {
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localData: undefined,
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sendOtpStatus: initialFetchStatus,
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otpverificationStatus: initialFetchStatus,
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},
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35
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Officer_6: {
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localData: undefined,
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sendOtpStatus: initialFetchStatus,
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|
+
otpverificationStatus: initialFetchStatus,
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},
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Officer_7: {
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+
localData: undefined,
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sendOtpStatus: initialFetchStatus,
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43
|
+
otpverificationStatus: initialFetchStatus,
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},
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Officer_8: {
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+
localData: undefined,
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+
sendOtpStatus: initialFetchStatus,
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48
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+
otpverificationStatus: initialFetchStatus,
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+
},
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50
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+
Officer_9: {
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51
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+
localData: undefined,
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+
sendOtpStatus: initialFetchStatus,
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53
|
+
otpverificationStatus: initialFetchStatus,
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+
},
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55
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+
Officer_10: {
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+
localData: undefined,
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57
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+
sendOtpStatus: initialFetchStatus,
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58
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+
otpverificationStatus: initialFetchStatus,
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+
},
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28
60
|
},
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29
61
|
primaryContactDetails: {},
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62
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};
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@@ -265,93 +297,7 @@ const setupView = createSlice({
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clearSetupView(draft) {
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Object.assign(draft, initialState);
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},
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/**
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* Merge AI-parsed officer fields into the selected officer's localData and
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* track which field names were autofilled so the form can show the ✦ badge.
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*/
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applyKycDocumentAutofillForSetup: {
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reducer(draft, action) {
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const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
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const slot = draft.companyOfficerUpdateStatus[officerType];
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slot.localData = Object.assign({}, slot.localData, values);
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slot.autoFilledFields = Array.from(new Set([...(slot.autoFilledFields ?? []), ...autoFilledFieldNames]));
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draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
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},
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prepare(payload) {
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return { payload };
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},
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|
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},
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|
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|
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/**
|
|
285
|
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* Merge AI-parsed company fields into companyDetails.localData and track
|
|
286
|
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* which field names were autofilled.
|
|
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|
-
*/
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|
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|
-
applyKybDocumentAutofillForSetup: {
|
|
289
|
-
reducer(draft, action) {
|
|
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|
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const { values, autoFilledFieldNames, fileId } = action.payload;
|
|
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|
-
draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
|
|
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|
-
draft.companyDetails.autoFilledFields = Array.from(new Set([
|
|
293
|
-
...(draft.companyDetails.autoFilledFields ?? []),
|
|
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|
-
...autoFilledFieldNames,
|
|
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|
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]));
|
|
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|
-
draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
|
|
297
|
-
},
|
|
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|
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prepare(payload) {
|
|
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|
-
return { payload };
|
|
300
|
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},
|
|
301
|
-
},
|
|
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|
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/**
|
|
303
|
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* Wipe AI-autofill badges. If `officerType` is provided, clears only that
|
|
304
|
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* officer; otherwise clears company details too.
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|
305
|
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*/
|
|
306
|
-
clearKycKybAutofillForSetup: {
|
|
307
|
-
reducer(draft, action) {
|
|
308
|
-
const { officerType } = action.payload;
|
|
309
|
-
if (officerType != null) {
|
|
310
|
-
draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
|
|
311
|
-
}
|
|
312
|
-
else {
|
|
313
|
-
draft.companyDetails.autoFilledFields = [];
|
|
314
|
-
Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
|
|
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|
-
draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
|
|
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|
-
});
|
|
317
|
-
}
|
|
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|
-
},
|
|
319
|
-
prepare(payload = {}) {
|
|
320
|
-
return { payload };
|
|
321
|
-
},
|
|
322
|
-
},
|
|
323
|
-
},
|
|
324
|
-
extraReducers: (builder) => {
|
|
325
|
-
const addParsingFileId = (draft, fileId) => {
|
|
326
|
-
draft.parsingDocumentFileIds = draft.parsingDocumentFileIds ?? [];
|
|
327
|
-
if (!draft.parsingDocumentFileIds.includes(fileId)) {
|
|
328
|
-
draft.parsingDocumentFileIds.push(fileId);
|
|
329
|
-
}
|
|
330
|
-
};
|
|
331
|
-
const removeParsingFileId = (draft, fileId) => {
|
|
332
|
-
draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
|
|
333
|
-
};
|
|
334
|
-
builder.addCase(parseUploadedKycDocument, (draft, action) => {
|
|
335
|
-
if (action.payload.target === 'setup') {
|
|
336
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
337
|
-
}
|
|
338
|
-
});
|
|
339
|
-
builder.addCase(parseUploadedKybDocument, (draft, action) => {
|
|
340
|
-
if (action.payload.target === 'setup') {
|
|
341
|
-
addParsingFileId(draft, action.payload.fileId);
|
|
342
|
-
}
|
|
343
|
-
});
|
|
344
|
-
builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
|
|
345
|
-
if (action.payload.target === 'setup') {
|
|
346
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
347
|
-
}
|
|
348
|
-
});
|
|
349
|
-
builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
|
|
350
|
-
if (action.payload.target === 'setup') {
|
|
351
|
-
removeParsingFileId(draft, action.payload.fileId);
|
|
352
|
-
}
|
|
353
|
-
});
|
|
354
300
|
},
|
|
355
301
|
});
|
|
356
|
-
export const { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView,
|
|
302
|
+
export const { enableSetup, enableSetupSuccess, enableSetupFailure, updateBusinessVerificationDetails, updateBusinessVerificationDetailsSuccess, updateBusinessVerificationDetailsFailure, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, sendOtp: sendOtpSpendManagementSetUp, resendOtp: resendOtpSpendManagementSetUp, sendOtpSuccess: sendOtpSuccessSpendManagementSetUp, sendOtpFailure: sendOtpFailureSpendManagementSetUp, verifyOtp: verifyOtpSpendManagementSetUp, verifyOtpSuccess: verifyOtpSuccessSpendManagementSetUp, verifyOtpFailure: verifyOtpFailureSpendManagementSetUp, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearSetupView, } = setupView.actions;
|
|
357
303
|
export default setupView.reducer;
|