@zeniai/client-epic-state 5.1.4 → 5.1.5-betaJK1

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

@@ -12,11 +12,11 @@ import { newAddressInLocalStore, resetNewAddressesInLocalStore, } from '../../..
 import { toAddressViewLocalData } from '../../../../addressView/toAddressViewLocalData';
 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 { clearOnboardingCustomerViewDataInLocalStore, saveOnboardingCustomerViewDataInLocalStore, updateCurrentStep, updateCurrentSubStep, updateOnboardingCustomerViewLocalStoreData, } from '../../onboardingCustomerViewReducer';
+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 +77,17 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
                 cardPaymentViewState.cardPaymentsIds.length > 0) &&
                 companyView?.company.company.companyOnboardingInfo
                     .subscriptionBillingAddressId != null) {
-                updatedCurrentStep = 'qbo_connection';
-                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 = 'connect_ledger';
+                const isOnboardingAiActivationViewed = companyOnboardingInfo?.onboardingInfo
+                    ?.onboardingAiActivationInfo?.isOnboardingAiActivationViewed ??
+                    false;
+                // Past the ledger step we always sit on connect_data_source —
+                // it has many integrations, so we treat it as never auto-complete
+                // and only advance to verification on an explicit user dispatch.
+                // While the AI activation interstitial hasn't been viewed yet,
+                // stay on connect_ledger so the interstitial gets its chance.
+                if (isValidConnection && isOnboardingAiActivationViewed) {
+                    updatedCurrentStep = 'connect_data_source';
                 }
             }
         }
@@ -105,6 +109,14 @@ export const updateOnboardingCustomerViewLocalStoreDataEpic = (actions$, state$)
         }
         if (reCalculateCurrentStep === true) {
             fetchActions.push(updateCurrentStep({ step: updatedCurrentStep }));
+            // Whenever the recalc lands the user on a different step, reset
+            // the sub-step to the step's landing sub-state — otherwise a
+            // stale subStep (e.g. 'default' carried over from another step)
+            // leaves verification rendering an empty form.
+            if (updatedCurrentStep !== onboardingCustomerViewState.currentStep) {
+                const targetSubStep = updatedCurrentStep === 'verification' ? 'unlock-stack' : 'default';
+                fetchActions.push(updateCurrentSubStep({ subStep: targetSubStep }));
+            }
         }
     }
     if (companyView != null) {

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

@@ -1,5 +1,7 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date } from '../../../zeniDayJS';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../spendManagement/commonSetup/kycKybAutofillActions';
+import { emptyAiAgentsActivationSubview, } from './onboardingCustomerViewState';
 const initialStatus = {
     fetchState: 'Not-Started',
     error: undefined,
@@ -8,62 +10,33 @@ export const initialState = {
     updateStatus: initialStatus,
     saveStatus: initialStatus,
     dashboardLoadedStatus: initialStatus,
-    currentStep: 'link_payment_account',
+    currentStep: 'setup_billing',
+    currentSubStep: 'default',
+    parsingDocumentFileIds: [],
     companyDetails: {
+        autoFilledFields: [],
         localData: undefined,
     },
-    companyOfficerUpdateStatus: {
-        Officer_1: {
+    companyOfficerUpdateStatus: (() => {
+        const emptyOfficerSlot = {
+            autoFilledFields: [],
             localData: undefined,
             sendOtpStatus: initialStatus,
             otpverificationStatus: initialStatus,
-        },
-        Officer_2: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_3: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_4: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_5: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_6: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_7: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_8: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_9: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-        Officer_10: {
-            localData: undefined,
-            sendOtpStatus: initialStatus,
-            otpverificationStatus: initialStatus,
-        },
-    },
+        };
+        return {
+            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 },
+        };
+    })(),
     primaryContactDetails: {},
     paymentAccountDetails: {
         fetchStatus: initialStatus,
@@ -91,6 +64,7 @@ export const initialState = {
     },
     fetchState: 'Not-Started',
     error: undefined,
+    aiAgentsActivation: { ...emptyAiAgentsActivationSubview },
     uiState: {
         isQBOPopupOpen: false,
         isCardPaymentPopupOpen: false,
@@ -143,6 +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 } };
@@ -180,6 +157,126 @@ const onboardingCustomerView = createSlice({
                 };
             },
         },
+        acknowledgeOnboardingAiFinanceTeam: {
+            reducer(draft) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiFinanceTeamSuccess(draft) {
+            draft.aiFinanceTeamAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiFinanceTeamFailure: {
+            reducer(draft, action) {
+                draft.aiFinanceTeamAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewed: {
+            reducer(draft) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(companyId) {
+                return {
+                    payload: { companyId },
+                };
+            },
+        },
+        acknowledgeOnboardingAiActivationViewedSuccess(draft) {
+            draft.aiActivationViewedAcknowledgementStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        acknowledgeOnboardingAiActivationViewedFailure: {
+            reducer(draft, action) {
+                draft.aiActivationViewedAcknowledgementStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return {
+                    payload: error,
+                };
+            },
+        },
+        fetchAiAgentsActivationStatus(draft) {
+            draft.aiAgentsActivation.fetchStatus = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchAiAgentsActivationStatusSuccess: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+                draft.aiAgentsActivation.phases = action.payload.phases;
+                draft.aiAgentsActivation.counts = action.payload.counts;
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        fetchAiAgentsActivationStatusFailure: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.fetchStatus = {
+                    fetchState: 'Error',
+                    error: action.payload,
+                };
+            },
+            prepare(error) {
+                return { payload: error };
+            },
+        },
+        aiAgentsActivationCountsUpdated: {
+            reducer(draft, action) {
+                draft.aiAgentsActivation.counts = {
+                    ...draft.aiAgentsActivation.counts,
+                    ...action.payload,
+                };
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        aiAgentsActivationPhaseChanged: {
+            reducer(draft, action) {
+                const target = draft.aiAgentsActivation.phases;
+                const index = target.findIndex((phase) => phase.key === action.payload.key);
+                if (index === -1) {
+                    target.push(action.payload);
+                }
+                else {
+                    target[index] = { ...target[index], ...action.payload };
+                }
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
         updateOnboardingCustomerViewDashboardLoaded: {
             reducer(draft) {
                 draft.dashboardLoadedStatus = {
@@ -592,7 +689,82 @@ const onboardingCustomerView = createSlice({
         clearOnboardingCustomerView(draft) {
             Object.assign(draft, initialState);
         },
+        /** Merge AI-parsed officer fields into the officer's onboarding localData. */
+        applyKycDocumentAutofillForOnboarding: {
+            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 onboarding localData. */
+        applyKybDocumentAutofillForOnboarding: {
+            reducer(draft, action) {
+                const { values, autoFilledFieldNames, fileId } = action.payload;
+                draft.companyDetails.localData = Object.assign({}, draft.companyDetails.localData, values);
+                const prev = draft.companyDetails.autoFilledFields ?? [];
+                draft.companyDetails.autoFilledFields = Array.from(new Set([...prev, ...autoFilledFieldNames]));
+                draft.parsingDocumentFileIds = (draft.parsingDocumentFileIds ?? []).filter((id) => id !== fileId);
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        /** Wipe AI-autofill badges during onboarding. */
+        clearKycKybAutofillForOnboarding: {
+            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(parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'onboarding') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-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;
+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

@@ -8,10 +8,10 @@ import { getUserRoleByUserIds } from '../../../entity/userRole/userRoleSelector'
 import { getCompanyConfig } from '../../companyConfigView/companyConfigSelector';
 import { getCompanyView } from '../../companyView/selectorHelpers/getCompanyView';
 import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup/setupViewSelector';
-import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, toOnboardingStepType, } from './onboardingCustomerViewState';
+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, 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;
@@ -54,6 +54,7 @@ export function getOnboardingCustomerView(state, companyId) {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds,
     });
     const companyAddress = addressViewState.newAddressState?.company_address;
     if (companyAddress == null &&
@@ -73,7 +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 &&
@@ -84,24 +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) => {
@@ -119,6 +121,7 @@ export function getOnboardingCustomerView(state, companyId) {
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         subscriptionBillingAddress: subscriptionBillingAddress?.addressToCreate,
         companyView,
         allNationalityCountries,
@@ -127,6 +130,7 @@ export function getOnboardingCustomerView(state, companyId) {
             officer: isOfficerDetailsSavePending(companyOfficers, companyOfficerRoles, fileState, companyOfficerLocalData[selectedOfficerType]),
         },
         currentStep,
+        currentSubStep,
         completedSteps,
         halfCompletedSteps,
         allRequiredStepsCompleted,
@@ -323,3 +327,11 @@ export const getProductSettingsString = (productSettings) => {
         .map((key) => productKeyMap[key])
         .join(',');
 };
+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 ??
+    emptyAiAgentsActivationSubview;
+export const getAiAgentsActivationSubview = (state) => fromActivationView(state);
+export const getAiAgentsActivationPhases = (state) => fromActivationView(state).phases;
+export const getAiAgentsActivationCounts = (state) => fromActivationView(state).counts;

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,
@@ -19,10 +20,40 @@ 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,
+    targetTransactionCount: 0,
+    transactionCount: 0,
+    vendorCount: 0,
+};
+export const emptyAiAgentsActivationSubview = {
+    counts: emptyAiAgentsActivationCounts,
+    fetchStatus: { fetchState: 'Not-Started', error: undefined },
+    phases: [],
+};