@zeniai/client-epic-state 5.1.4-beta7ND → 5.1.4-betaML2

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, OnboardingSubStep } from './onboardingCustomerViewState';
+import { OnboardingCustomerViewUIState, OnboardingStep } from './onboardingCustomerViewState';
 export interface OnboardingCustomerView {
     allNationalityCountries: Country[];
     allRequiredStepsCompleted: boolean;
@@ -25,11 +25,9 @@ export interface OnboardingCustomerView {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
     completedSteps: OnboardingStep[];
     currentStep: OnboardingStep;
-    currentSubStep: OnboardingSubStep;
     fetchStatus: FetchStateAndError;
     halfCompletedSteps: OnboardingStep[];
     isInterimEmailSent: boolean;
-    parsingDocumentFileIds: ID[];
     paymentAccountFetchStatus: FetchStateAndError;
     paymentAccountUpdateStatus: FetchStateAndError;
     pendingSaveDetails: {
@@ -57,6 +55,3 @@ export declare const onboardingStepsData: (isValidConnection: boolean, productSe
 };
 export declare function isCompanyDetailsSavePending(fileState: FileState, company?: CompanyView, primaryContact?: User, companyDetailsLocalData?: CompanyDetails): boolean;
 export declare const getProductSettingsString: (productSettings: TenantProductSettings | undefined) => string;
-export declare const getAiAgentsActivationSubview: (state: RootState) => AiAgentsActivationSubview;
-export declare const getAiAgentsActivationPhases: (state: RootState) => AiAgentsActivationPhase[];
-export declare const getAiAgentsActivationCounts: (state: RootState) => AiAgentsActivationCounts;

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

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getAiAgentsActivationCounts = exports.getAiAgentsActivationPhases = exports.getAiAgentsActivationSubview = exports.getProductSettingsString = exports.onboardingStepsData = void 0;
+exports.getProductSettingsString = exports.onboardingStepsData = void 0;
 exports.getOnboardingCustomerView = getOnboardingCustomerView;
 exports.isOfficerDetailsCompleted = isOfficerDetailsCompleted;
 exports.isCompanyDetailsSavePending = isCompanyDetailsSavePending;
@@ -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, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, updateStatus, saveStatus, currentStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -60,7 +60,6 @@ function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -80,7 +79,7 @@ function getOnboardingCustomerView(state, companyId) {
         cardPaymentViewState.cardPaymentsIds.length > 0) &&
         companyView?.company.company.companyOnboardingInfo
             .subscriptionBillingAddressId != null) {
-        completedSteps.push('setup_billing');
+        completedSteps.push('link_payment_account');
     }
     const isPaymentVerified = (paymentAccount?.providerVerificationStatus?.code?.includes('verified') ===
         true &&
@@ -91,25 +90,24 @@ function getOnboardingCustomerView(state, companyId) {
         .subscriptionBillingAddressId != null;
     if ((isPaymentVerified || hasSubscriptionBillingAddress) &&
         !(isPaymentVerified && hasSubscriptionBillingAddress)) {
-        halfCompletedSteps.push('setup_billing');
+        halfCompletedSteps.push('link_payment_account');
     }
     const isValidConnection = externalConnections?.accounting[0]?.isValid ?? false;
     if (isValidConnection) {
-        completedSteps.push('connect_ledger');
+        completedSteps.push('qbo_connection');
     }
-    const isCompanyDetailsDone = companyDetails.localData != null &&
+    if (companyDetails.localData != null &&
         primaryContactDetails.localData != null &&
-        isCompanyDetailsCompleted(fileState, companyView, primaryContact);
+        isCompanyDetailsCompleted(fileState, companyView, primaryContact)) {
+        completedSteps.push('company_details');
+    }
     const officerIndex = companyOfficers.length > 0
         ? Object.values(companyOfficerLocalData).findIndex((officer) => officer?.isSelectedForVerification === true)
         : 0;
     const selectedOfficerType = `Officer_${officerIndex < 0 ? 1 : officerIndex + 1}`;
-    const isOfficerDone = companyOfficerLocalData[selectedOfficerType] != null &&
-        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState);
-    // The verification step (single sidebar step) is only "complete" once both
-    // the company-officer and company-details sub-steps are fully filled in.
-    if (isCompanyDetailsDone && isOfficerDone) {
-        completedSteps.push('verification');
+    if (companyOfficerLocalData[selectedOfficerType] != null &&
+        isOfficerDetailsCompleted(companyOfficers, companyOfficerRoles, companyOfficerLocalData[selectedOfficerType], fileState)) {
+        completedSteps.push('company_officer');
     }
     const { allStepsData, requiredStepsData } = (0, exports.onboardingStepsData)(isValidConnection, currentTenant?.productSettings ?? [], accountingConnectionCreationMode);
     const allRequiredStepsCompleted = requiredStepsData.every((step) => {
@@ -127,7 +125,6 @@ function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -136,7 +133,6 @@ function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
-        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -335,14 +331,3 @@ const getProductSettingsString = (productSettings) => {
         .join(',');
 };
 exports.getProductSettingsString = getProductSettingsString;
-const fromActivationView = (state) => 
-// Fall back to the empty subview so state hydrated from an older persisted
-// version (before aiAgentsActivation existed) doesn't crash on .phases/.counts.
-state.onboardingCustomerViewState.aiAgentsActivation ??
-    onboardingCustomerViewState_1.emptyAiAgentsActivationSubview;
-const getAiAgentsActivationSubview = (state) => fromActivationView(state);
-exports.getAiAgentsActivationSubview = getAiAgentsActivationSubview;
-const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
-exports.getAiAgentsActivationPhases = getAiAgentsActivationPhases;
-const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;
-exports.getAiAgentsActivationCounts = getAiAgentsActivationCounts;

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

@@ -3,18 +3,15 @@ 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 ["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 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 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
  */
@@ -24,33 +21,16 @@ export interface OnboardingCustomerViewUIState {
     isQBOPopupOpen: boolean;
 }
 export interface OnboardingCustomerViewState extends FetchedState {
-    aiAgentsActivation: AiAgentsActivationSubview;
     companyDetails: {
-        /**
-         * Field names from {@link CompanyDetailsLocalData} populated by AI autofill
-         * from an uploaded KYB document during onboarding. Drives the ✦ sparkle.
-         */
-        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
-        /**
-         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
-         * from an uploaded KYC identity document during onboarding.
-         */
-        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
     }>;
     currentStep: OnboardingStep;
-    currentSubStep: OnboardingSubStep;
     dashboardLoadedStatus: FetchStateAndError;
-    /**
-     * File IDs currently being parsed by the AI autofill epic for onboarding.
-     * Drives the "AI is reading your document" overlay on the upload field.
-     */
-    parsingDocumentFileIds: ID[];
     paymentAccountDetails: {
         fetchStatus: FetchStateAndError;
         paymentAccountIds: ID[];
@@ -64,29 +44,5 @@ export interface OnboardingCustomerViewState extends FetchedState {
     subscriptionPaymentAccountIds: ID[];
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
-    aiActivationViewedAcknowledgementStatus?: FetchStateAndError;
-    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     subscriptionBillingAddress?: Address;
 }
-export type AiAgentsActivationPhaseStatus = 'idle' | 'starting' | 'building' | 'ready';
-export interface AiAgentsActivationPhase {
-    key: string;
-    status: AiAgentsActivationPhaseStatus;
-    completedAt?: string;
-    startedAt?: string;
-}
-export interface AiAgentsActivationCounts {
-    customerCount: number;
-    glAccountCount: number;
-    targetTransactionCount: number;
-    transactionCount: number;
-    vendorCount: number;
-    asOf?: string;
-}
-export interface AiAgentsActivationSubview {
-    counts: AiAgentsActivationCounts;
-    fetchStatus: FetchStateAndError;
-    phases: AiAgentsActivationPhase[];
-}
-export declare const emptyAiAgentsActivationCounts: AiAgentsActivationCounts;
-export declare const emptyAiAgentsActivationSubview: AiAgentsActivationSubview;

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

@@ -1,21 +1,20 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+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");
-// 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.ZENI_USER_REQUIRED_ONBOARDING_STEPS = [
+    'link_payment_account',
+];
 exports.CUSTOMER_REQUIRED_ONBOARDING_STEPS_WITH_QBO = [
-    'connect_ledger',
+    'qbo_connection',
 ];
 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 = [
-    'verification',
+    'company_officer',
+    'company_details',
 ];
 exports.ALL_ZENI_USER_ONBOARDING_STEPS = [
     ...exports.ZENI_USER_REQUIRED_ONBOARDING_STEPS,
@@ -23,42 +22,11 @@ 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,
-    targetTransactionCount: 0,
-    transactionCount: 0,
-    vendorCount: 0,
-};
-exports.emptyAiAgentsActivationSubview = {
-    counts: exports.emptyAiAgentsActivationCounts,
-    fetchStatus: { fetchState: 'Not-Started', error: undefined },
-    phases: [],
-};

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

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

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

@@ -1,34 +1,66 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearKycKybAutofillForSetup = exports.applyKybDocumentAutofillForSetup = exports.applyKycDocumentAutofillForSetup = exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
+exports.clearSetupView = exports.clearSetupViewDataInLocalStore = exports.saveIndustryAndIncDateInLocalStore = exports.verifyOtpFailureSpendManagementSetUp = exports.verifyOtpSuccessSpendManagementSetUp = exports.verifyOtpSpendManagementSetUp = exports.sendOtpFailureSpendManagementSetUp = exports.sendOtpSuccessSpendManagementSetUp = exports.resendOtpSpendManagementSetUp = exports.sendOtpSpendManagementSetUp = exports.saveTreasuryAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = exports.saveCompnayOfficerPhoneInLocalStore = exports.saveSetupViewDataInLocalStore = exports.updateSetupViewLocalStoreData = exports.updateSelectedCompanyOfficer = exports.updateBusinessVerificationDetailsFailure = exports.updateBusinessVerificationDetailsSuccess = exports.updateBusinessVerificationDetails = exports.enableSetupFailure = exports.enableSetupSuccess = exports.enableSetup = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
-const kycKybAutofillActions_1 = require("./kycKybAutofillActions");
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
-const emptyOfficerSlot = {
-    autoFilledFields: [],
-    localData: undefined,
-    sendOtpStatus: initialFetchStatus,
-    otpverificationStatus: initialFetchStatus,
-};
 exports.initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    parsingDocumentFileIds: [],
-    companyDetails: { autoFilledFields: [] },
+    companyDetails: {},
     companyOfficerUpdateStatus: {
-        Officer_1: { ...emptyOfficerSlot },
-        Officer_2: { ...emptyOfficerSlot },
-        Officer_3: { ...emptyOfficerSlot },
-        Officer_4: { ...emptyOfficerSlot },
-        Officer_5: { ...emptyOfficerSlot },
-        Officer_6: { ...emptyOfficerSlot },
-        Officer_7: { ...emptyOfficerSlot },
-        Officer_8: { ...emptyOfficerSlot },
-        Officer_9: { ...emptyOfficerSlot },
-        Officer_10: { ...emptyOfficerSlot },
+        Officer_1: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_2: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_3: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_4: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_5: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_6: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_7: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_8: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_9: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
+        Officer_10: {
+            localData: undefined,
+            sendOtpStatus: initialFetchStatus,
+            otpverificationStatus: initialFetchStatus,
+        },
     },
     primaryContactDetails: {},
 };
@@ -269,93 +301,7 @@ const setupView = (0, toolkit_1.createSlice)({
         clearSetupView(draft) {
             Object.assign(draft, exports.initialState);
         },
-        /**
-         * Merge AI-parsed officer fields into the selected officer's localData and
-         * track which field names were autofilled so the form can show the ✦ badge.
-         */
-        applyKycDocumentAutofillForSetup: {
-            reducer(draft, action) {
-                const { officerType, values, autoFilledFieldNames, fileId } = action.payload;
-                const slot = draft.companyOfficerUpdateStatus[officerType];
-                slot.localData = Object.assign({}, slot.localData, values);
-                slot.autoFilledFields = Array.from(new Set([...(slot.autoFilledFields ?? []), ...autoFilledFieldNames]));
-                draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /**
-         * Merge AI-parsed company fields into companyDetails.localData and track
-         * which field names were autofilled.
-         */
-        applyKybDocumentAutofillForSetup: {
-            reducer(draft, action) {
-                const { values, autoFilledFieldNames, fileId } = action.payload;
-                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
-                draft.companyDetails.autoFilledFields = Array.from(new Set([
-                    ...(draft.companyDetails.autoFilledFields ?? []),
-                    ...autoFilledFieldNames,
-                ]));
-                draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
-            },
-            prepare(payload) {
-                return { payload };
-            },
-        },
-        /**
-         * Wipe AI-autofill badges. If `officerType` is provided, clears only that
-         * officer; otherwise clears company details too.
-         */
-        clearKycKybAutofillForSetup: {
-            reducer(draft, action) {
-                const { officerType } = action.payload;
-                if (officerType != null) {
-                    draft.companyOfficerUpdateStatus[officerType].autoFilledFields = [];
-                }
-                else {
-                    draft.companyDetails.autoFilledFields = [];
-                    Object.keys(draft.companyOfficerUpdateStatus).forEach((key) => {
-                        draft.companyOfficerUpdateStatus[key].autoFilledFields = [];
-                    });
-                }
-            },
-            prepare(payload = {}) {
-                return { payload };
-            },
-        },
-    },
-    extraReducers: (builder) => {
-        const addParsingFileId = (draft, fileId) => {
-            draft.parsingDocumentFileIds = draft.parsingDocumentFileIds ?? [];
-            if (!draft.parsingDocumentFileIds.includes(fileId)) {
-                draft.parsingDocumentFileIds.push(fileId);
-            }
-        };
-        const removeParsingFileId = (draft, fileId) => {
-            draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
-        };
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocument, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                addParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKycDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
-        builder.addCase(kycKybAutofillActions_1.parseUploadedKybDocumentFailure, (draft, action) => {
-            if (action.payload.target === 'setup') {
-                removeParsingFileId(draft, action.payload.fileId);
-            }
-        });
     },
 });
-_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView, exports.applyKycDocumentAutofillForSetup = _a.applyKycDocumentAutofillForSetup, exports.applyKybDocumentAutofillForSetup = _a.applyKybDocumentAutofillForSetup, exports.clearKycKybAutofillForSetup = _a.clearKycKybAutofillForSetup;
+_a = setupView.actions, exports.enableSetup = _a.enableSetup, exports.enableSetupSuccess = _a.enableSetupSuccess, exports.enableSetupFailure = _a.enableSetupFailure, exports.updateBusinessVerificationDetails = _a.updateBusinessVerificationDetails, exports.updateBusinessVerificationDetailsSuccess = _a.updateBusinessVerificationDetailsSuccess, exports.updateBusinessVerificationDetailsFailure = _a.updateBusinessVerificationDetailsFailure, exports.updateSelectedCompanyOfficer = _a.updateSelectedCompanyOfficer, exports.updateSetupViewLocalStoreData = _a.updateSetupViewLocalStoreData, exports.saveSetupViewDataInLocalStore = _a.saveSetupViewDataInLocalStore, exports.saveCompnayOfficerPhoneInLocalStore = _a.saveCompnayOfficerPhoneInLocalStore, exports.saveCompnayOfficerAdditionalDocumentsInLocalStore = _a.saveCompnayOfficerAdditionalDocumentsInLocalStore, exports.saveTreasuryAdditionalDocumentsInLocalStore = _a.saveTreasuryAdditionalDocumentsInLocalStore, exports.sendOtpSpendManagementSetUp = _a.sendOtp, exports.resendOtpSpendManagementSetUp = _a.resendOtp, exports.sendOtpSuccessSpendManagementSetUp = _a.sendOtpSuccess, exports.sendOtpFailureSpendManagementSetUp = _a.sendOtpFailure, exports.verifyOtpSpendManagementSetUp = _a.verifyOtp, exports.verifyOtpSuccessSpendManagementSetUp = _a.verifyOtpSuccess, exports.verifyOtpFailureSpendManagementSetUp = _a.verifyOtpFailure, exports.saveIndustryAndIncDateInLocalStore = _a.saveIndustryAndIncDateInLocalStore, exports.clearSetupViewDataInLocalStore = _a.clearSetupViewDataInLocalStore, exports.clearSetupView = _a.clearSetupView;
 exports.default = setupView.reducer;

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

@@ -16,7 +16,7 @@ import { CompanyOfficerType } from '../../companyView/types/companyPassport/comp
 import { CompanyView } from '../../companyView/types/companyView';
 import { AccountTypeSubConfigCodeKeyType } from '../billPay/billPayConfig/billPayConfigState';
 import { PlaidAccountKeyType, PlaidConnectionDetails } from '../plaidAccount/plaidAccountViewState';
-import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewState, SetupViewType } from './setupViewState';
+import { CompanyAndIdentityDetails, CompanyOfficerLocalData, PrimaryContactLocalData, SetupViewType } from './setupViewState';
 export interface SetupView {
     accountFetchStatus: FetchStateAndError;
     accountUpdateStatus: FetchStateAndError;
@@ -54,8 +54,6 @@ export interface FundingAccount {
 }
 export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     additionalFiles: File[];
-    /** Field names in this officer's localData populated by AI doc autofill. */
-    autoFilledFields: string[];
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
     otpverificationStatus: FetchStateAndError;
     sendOtpStatus: FetchStateAndError;
@@ -64,8 +62,6 @@ export interface CompanyOfficersDetails extends CompanyOfficerLocalData {
     addressStatus?: NewAddressData;
 }
 export interface CompanyDetails {
-    /** Field names in companyDetails localData populated by AI doc autofill. */
-    autoFilledFields: string[];
     companyFiles: File[];
     companyId: ID;
     deleteFileStatusById: Record<ID, FetchStateAndError | undefined>;
@@ -100,7 +96,6 @@ export interface CompanyDetails {
 }
 interface CompanyAndOfficerLocalData {
     companyOfficerLocalData: Record<CompanyOfficerType, CompanyOfficersDetails | undefined>;
-    parsingDocumentFileIds: ID[];
     companyDetailsLocalData?: CompanyDetails;
 }
 export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData {
@@ -110,7 +105,7 @@ export interface BusinessVerificationDetails extends CompanyAndOfficerLocalData
 }
 export declare function getCommonSetupViewDetails(state: RootState, companyId: ID, setupViewType: SetupViewType, plaidAccountKeyType: PlaidAccountKeyType): SetupView;
 export declare function getBusinessVerificationDetails(state: RootState, companyId: ID): BusinessVerificationDetails;
-export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails & Pick<SetupViewState, "parsingDocumentFileIds">) => CompanyAndOfficerLocalData;
+export declare const getCompanyAndIdentityDetails: (state: RootState, companyId: ID, companyAndIdentityDetails: CompanyAndIdentityDetails) => CompanyAndOfficerLocalData;
 export declare const getAllFundingAccounts: (depositAccounts: DepositAccount[], paymentAccounts: PaymentAccount[], paymentAccountBalanceFetchStatus: Record<ID, FetchStateAndError>, includeOnlyVerifiedAccounts?: boolean) => FundingAccount[];
 export declare const mapDepositAccToFundingAccount: (depositAcc: DepositAccount) => FundingAccount;
 export declare const mapDepositAccountWithLimitToFundingAccount: (depositAcc: DepositAccountWithLimit) => FundingAccount;

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

@@ -92,17 +92,15 @@ function getBusinessVerificationDetails(state, companyId) {
     const { setupViewState, countryListState } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
     const companyView = (0, getCompanyView_1.getCompanyView)(state, companyId, []);
-    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds, } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
+    const { companyDetailsLocalData, companyOfficerLocalData } = (0, exports.getCompanyAndIdentityDetails)(state, companyId, {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
-        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
     });
     const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds,
         companyView,
         updateStatus,
         allNationalityCountries,
@@ -126,7 +124,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
-            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -199,7 +196,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
-                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, fileIds),
                 additionalFiles: (0, fileSelector_1.getFilesByFileIds)(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,
@@ -213,7 +209,6 @@ const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentityDetail
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
-        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
     };
 };
 exports.getCompanyAndIdentityDetails = getCompanyAndIdentityDetails;

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

@@ -81,21 +81,9 @@ export interface SetupViewLocalData {
  */
 export interface CompanyAndIdentityDetails {
     companyDetails: {
-        /**
-         * Field names from {@link CompanyDetailsLocalData} that were populated by AI
-         * autofill from an uploaded KYB document. Drives the ✦ sparkle in the form.
-         * Always present (empty when no autofill has run yet).
-         */
-        autoFilledFields: string[];
         localData?: CompanyDetailsLocalData;
     };
     companyOfficerUpdateStatus: Record<CompanyOfficerType, {
-        /**
-         * Field names from {@link CompanyOfficerLocalData} populated by AI autofill
-         * from an uploaded KYC identity document. Drives the ✦ sparkle in the form.
-         * Always present (empty when no autofill has run yet).
-         */
-        autoFilledFields: string[];
         otpverificationStatus: FetchStateAndError;
         sendOtpStatus: FetchStateAndError;
         localData?: CompanyOfficerLocalData;
@@ -105,13 +93,6 @@ export interface CompanyAndIdentityDetails {
     };
 }
 export interface SetupViewState extends CompanyAndIdentityDetails {
-    /**
-     * File IDs currently being parsed by the AI autofill epic. Populated when
-     * `parseUploadedKyc/KybDocument` dispatches and cleared when the
-     * corresponding apply / failure action fires. Drives the "AI is reading
-     * your document" overlay on the document upload field.
-     */
-    parsingDocumentFileIds: ID[];
     updateStatus: FetchStateAndError;
 }
 export {};