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

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

@@ -0,0 +1,58 @@
+import { of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { isSuccessResponse } from '../../../../../responsePayload';
+import { applyKybDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, } from '../../kycKybAutofillActions';
+import { mapCoiToCompanyDetails, mapTaxEinToCompanyDetails, } from '../../kycKybParseMapper';
+import { applyKybDocumentAutofillForSetup } from '../../setupViewReducer';
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+export const parseUploadedKybDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(parseUploadedKybDocument.match), mergeMap((action) => {
+    const { target, companyId, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    const failureAction = parseUploadedKybDocumentFailure({ target, fileId });
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return of(failureAction);
+        }
+        // Sync API returns a batch envelope: `data.files[0].extracted_data`
+        // is the parser payload; `data` itself is the request-level wrapper.
+        const extracted = response.data.files?.[0]?.extracted_data;
+        if (extracted == null) {
+            return of(failureAction);
+        }
+        let result;
+        switch (documentType) {
+            case 'certificate_of_incorporation':
+                result = mapCoiToCompanyDetails(extracted);
+                break;
+            case 'tax_ein':
+                result = mapTaxEinToCompanyDetails(extracted);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return of(failureAction);
+        }
+        const applyAction = target === 'setup'
+            ? applyKybDocumentAutofillForSetup({
+                companyId,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : applyKybDocumentAutofillForOnboarding({
+                companyId,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        return of(applyAction);
+    }), catchError(() => of(failureAction)));
+}));

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

@@ -0,0 +1,77 @@
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { isSuccessResponse } from '../../../../../responsePayload';
+import { newAddressInLocalStore } from '../../../../addressView/addressViewReducer';
+import { applyKycDocumentAutofillForOnboarding } from '../../../../onboardingView/customerView/onboardingCustomerViewReducer';
+import { parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from '../../kycKybAutofillActions';
+import { mapDrivingLicenseToOfficer, mapPassportToOfficer, mapSsnCardToOfficer, } from '../../kycKybParseMapper';
+import { applyKycDocumentAutofillForSetup } from '../../setupViewReducer';
+const PROCESS_DOCUMENT_SYNC_PATH = '/1.0/documents/process/sync';
+export const parseUploadedKycDocumentEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(parseUploadedKycDocument.match), mergeMap((action) => {
+    const { target, companyId, officerType, fileId, documentType } = action.payload;
+    const url = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}${PROCESS_DOCUMENT_SYNC_PATH}`;
+    const requestPayload = {
+        provided_document_type: documentType,
+        files: [{ file_id: fileId }],
+        processing_priority: 10,
+        metadata: { source: 'kyc_kyb_autofill' },
+    };
+    const failureAction = parseUploadedKycDocumentFailure({ target, fileId });
+    return zeniAPI
+        .postAndGetJSON(url, requestPayload)
+        .pipe(mergeMap((response) => {
+        if (!isSuccessResponse(response) || response.data == null) {
+            return of(failureAction);
+        }
+        // Sync API returns a batch envelope: `data.files[0].extracted_data`
+        // is the parser payload; `data` itself is the request-level wrapper
+        // ({request_id, status, files, metadata, ...}). Drill in before
+        // dispatching to the mapper.
+        const extracted = response.data.files?.[0]?.extracted_data;
+        if (extracted == null) {
+            return of(failureAction);
+        }
+        let result;
+        switch (documentType) {
+            case 'passport':
+                result = mapPassportToOfficer(extracted);
+                break;
+            case 'driving_license':
+                result = mapDrivingLicenseToOfficer(extracted);
+                break;
+            case 'social_security_card':
+                result = mapSsnCardToOfficer(extracted);
+                break;
+        }
+        if (result.autoFilledFieldNames.length === 0) {
+            return of(failureAction);
+        }
+        const applyAction = target === 'setup'
+            ? applyKycDocumentAutofillForSetup({
+                companyId,
+                officerType,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            })
+            : applyKycDocumentAutofillForOnboarding({
+                companyId,
+                officerType,
+                fileId,
+                values: result.values,
+                autoFilledFieldNames: result.autoFilledFieldNames,
+            });
+        const actions = [applyAction];
+        // Driving licenses also carry the home address, which lives in the
+        // addressView slice (keyed `officer_<n>_address`). Seed it so the
+        // section's address field + ✦ badge pick it up.
+        if (result.address != null) {
+            const addressType = `${officerType.toLowerCase()}_address`;
+            actions.push(newAddressInLocalStore({
+                addressType,
+                addressToCreate: result.address,
+            }));
+        }
+        return from(actions);
+    }), catchError(() => of(failureAction)));
+}));

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

@@ -0,0 +1,14 @@
+/**
+ * Trigger actions for the KYC / KYB autofill epics.
+ *
+ * These actions don't mutate state — the epic listens for them, calls
+ * document-communication-agent's sync endpoint, and dispatches the appropriate
+ * `applyKyc/KybDocumentAutofillFor{Setup,Onboarding}` against the matching
+ * slice. Co-located with the rest of the commonSetup module because the entire
+ * autofill flow is auxiliary to the setup view; there is no separate state.
+ */
+import { createAction } from '@reduxjs/toolkit';
+export const parseUploadedKycDocument = createAction('commonSetup/parseUploadedKycDocument');
+export const parseUploadedKybDocument = createAction('commonSetup/parseUploadedKybDocument');
+export const parseUploadedKycDocumentFailure = createAction('commonSetup/parseUploadedKycDocumentFailure');
+export const parseUploadedKybDocumentFailure = createAction('commonSetup/parseUploadedKybDocumentFailure');

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

@@ -0,0 +1,207 @@
+/**
+ * Pure mappers from ExtendAI parser payloads to our form-side local-data shapes.
+ *
+ * Each mapper filters out fields below KYC_KYB_AUTOFILL_MIN_CONFIDENCE and returns
+ * both the merged values and the list of field names that were autofilled so the
+ * UI can show the ✦ AI badge next to each.
+ */
+import { date } from '../../../zeniDayJS';
+import { toZeniUrl } from '../../../zeniUrl';
+import { KYC_KYB_AUTOFILL_MIN_CONFIDENCE, } from './types/kycKybAutofill';
+export const OFFICER_ADDRESS_AUTOFILL_FIELD = 'officerAddress';
+// US driving licenses carry a US state in `address_state` but no country field;
+// default the composed address to the US.
+const DRIVING_LICENSE_DEFAULT_COUNTRY = 'United States';
+const DRIVING_LICENSE_DEFAULT_COUNTRY_CODE = 'US';
+const emptyResult = () => ({
+    values: {},
+    autoFilledFieldNames: [],
+});
+const isConfident = (field) => {
+    if (field == null) {
+        return false;
+    }
+    if (field.value == null) {
+        return false;
+    }
+    return field.confidence >= KYC_KYB_AUTOFILL_MIN_CONFIDENCE;
+};
+const assignAutofilledValue = (result, key, value) => {
+    if (value == null) {
+        return;
+    }
+    if (typeof value === 'string' && value.trim() === '') {
+        return;
+    }
+    result.values[key] = value;
+    result.autoFilledFieldNames.push(key);
+};
+const tryParseDate = (rawDate) => {
+    const parsedDate = date(rawDate);
+    if (parsedDate.isValid()) {
+        return parsedDate;
+    }
+    return undefined;
+};
+const splitFullName = (fullName) => {
+    const parts = fullName.trim().split(/\s+/);
+    if (parts.length === 1) {
+        return { firstName: parts[0], lastName: '' };
+    }
+    const lastName = parts[parts.length - 1];
+    const firstName = parts.slice(0, -1).join(' ');
+    return { firstName, lastName };
+};
+/** Passport → Company Officer. */
+export const mapPassportToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // The raw nationality string (e.g. "USA", "UNITED STATES OF AMERICA") is
+    // passed through unresolved; the consuming form section normalizes it to an
+    // ISO-2 code via the `countries-list` dataset before `setValue`. The form
+    // value (not this localData seed) is what gets submitted.
+    if (isConfident(parsed.nationality)) {
+        assignAutofilledValue(result, 'nationalityCountryCode', parsed.nationality.value);
+    }
+    return result;
+};
+/** Driving License → Company Officer (name, DOB, and home address). */
+export const mapDrivingLicenseToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.first_name)) {
+        assignAutofilledValue(result, 'firstName', parsed.first_name.value);
+    }
+    if (isConfident(parsed.last_name)) {
+        assignAutofilledValue(result, 'lastName', parsed.last_name.value);
+    }
+    if (isConfident(parsed.date_of_birth)) {
+        const parsedDate = tryParseDate(parsed.date_of_birth.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'birthday', parsedDate);
+        }
+    }
+    // The officer address lives in the addressView slice rather than
+    // CompanyOfficerLocalData, so it's returned separately for the epic to
+    // dispatch via newAddressInLocalStore.
+    const street = isConfident(parsed.address_street)
+        ? parsed.address_street.value.trim()
+        : undefined;
+    const city = isConfident(parsed.address_city)
+        ? parsed.address_city.value.trim()
+        : undefined;
+    const state = isConfident(parsed.address_state)
+        ? parsed.address_state.value.trim()
+        : undefined;
+    const postalCode = isConfident(parsed.address_zip)
+        ? parsed.address_zip.value.trim()
+        : undefined;
+    if (street != null || city != null || state != null || postalCode != null) {
+        result.address = {
+            street: street != null ? [street] : [],
+            city: city ?? '',
+            state: state ?? '',
+            postalCode: postalCode ?? '',
+            country: DRIVING_LICENSE_DEFAULT_COUNTRY,
+            countryCode: DRIVING_LICENSE_DEFAULT_COUNTRY_CODE,
+        };
+        result.autoFilledFieldNames.push(OFFICER_ADDRESS_AUTOFILL_FIELD);
+    }
+    return result;
+};
+/** SSN Card → Company Officer (name only — SSN value not yet returned by parser). */
+export const mapSsnCardToOfficer = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.full_name)) {
+        const { firstName, lastName } = splitFullName(parsed.full_name.value);
+        if (firstName !== '') {
+            assignAutofilledValue(result, 'firstName', firstName);
+        }
+        if (lastName !== '') {
+            assignAutofilledValue(result, 'lastName', lastName);
+        }
+    }
+    return result;
+};
+/** Certificate of Incorporation → Company Details. */
+export const mapCoiToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.company_legal_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.company_legal_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    if (isConfident(parsed.phone_number)) {
+        assignAutofilledValue(result, 'phone', parsed.phone_number.value);
+    }
+    if (isConfident(parsed.product_description)) {
+        assignAutofilledValue(result, 'companyDescription', parsed.product_description.value);
+    }
+    if (isConfident(parsed.website)) {
+        try {
+            assignAutofilledValue(result, 'website', toZeniUrl(parsed.website.value));
+        }
+        catch {
+            // ignore — malformed URL string from OCR
+        }
+    }
+    if (isConfident(parsed.industry)) {
+        assignAutofilledValue(result, 'companyIndustryType', parsed.industry.value);
+    }
+    if (isConfident(parsed.sub_industry)) {
+        assignAutofilledValue(result, 'companySubIndustry', parsed.sub_industry.value);
+    }
+    if (isConfident(parsed.type_of_incorporation)) {
+        assignAutofilledValue(result, 'typeOfIncorporation', parsed.type_of_incorporation.value);
+    }
+    if (isConfident(parsed.date_of_incorporation)) {
+        const parsedDate = tryParseDate(parsed.date_of_incorporation.value);
+        if (parsedDate != null) {
+            assignAutofilledValue(result, 'incDate', parsedDate);
+        }
+    }
+    if (isConfident(parsed.state_of_incorporation)) {
+        assignAutofilledValue(result, 'stateOfIncorporation', parsed.state_of_incorporation.value);
+    }
+    if (isConfident(parsed.countries_of_operations)) {
+        assignAutofilledValue(result, 'countriesOfOperations', parsed.countries_of_operations.value);
+    }
+    if (isConfident(parsed.source_of_funds)) {
+        assignAutofilledValue(result, 'sourceOfFunds', parsed.source_of_funds.value);
+    }
+    if (isConfident(parsed.transaction_volume_expectations)) {
+        assignAutofilledValue(result, 'transactionVolume', parsed.transaction_volume_expectations.value);
+    }
+    if (isConfident(parsed.purpose_of_account)) {
+        assignAutofilledValue(result, 'purposeOfAccount', parsed.purpose_of_account.value);
+    }
+    if (isConfident(parsed.regulated_status)) {
+        assignAutofilledValue(result, 'regulatedStatus', parsed.regulated_status.value);
+    }
+    if (isConfident(parsed.us_nexus)) {
+        assignAutofilledValue(result, 'usNexus', parsed.us_nexus.value);
+    }
+    return result;
+};
+/** Tax EIN letter → Company Details. */
+export const mapTaxEinToCompanyDetails = (parsed) => {
+    const result = emptyResult();
+    if (isConfident(parsed.legal_business_name)) {
+        assignAutofilledValue(result, 'companyLegalName', parsed.legal_business_name.value);
+    }
+    if (isConfident(parsed.ein)) {
+        assignAutofilledValue(result, 'taxIdOrEIN', parsed.ein.value);
+    }
+    return result;
+};

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

@@ -1,62 +1,30 @@
 import { createSlice } from '@reduxjs/toolkit';
+import { parseUploadedKybDocument, parseUploadedKybDocumentFailure, parseUploadedKycDocument, parseUploadedKycDocumentFailure, } from './kycKybAutofillActions';
 const initialFetchStatus = {
     fetchState: 'Not-Started',
     error: undefined,
 };
+const emptyOfficerSlot = {
+    autoFilledFields: [],
+    localData: undefined,
+    sendOtpStatus: initialFetchStatus,
+    otpverificationStatus: initialFetchStatus,
+};
 export const initialState = {
     updateStatus: { fetchState: 'Not-Started', error: undefined },
-    companyDetails: {},
+    parsingDocumentFileIds: [],
+    companyDetails: { autoFilledFields: [] },
     companyOfficerUpdateStatus: {
-        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,
-        },
+        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: {},
 };
@@ -297,7 +265,93 @@ const setupView = createSlice({
         clearSetupView(draft) {
             Object.assign(draft, 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(parseUploadedKycDocument, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocument, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                addParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKycDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
+        builder.addCase(parseUploadedKybDocumentFailure, (draft, action) => {
+            if (action.payload.target === 'setup') {
+                removeParsingFileId(draft, action.payload.fileId);
+            }
+        });
     },
 });
-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;
+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, applyKycDocumentAutofillForSetup, applyKybDocumentAutofillForSetup, clearKycKybAutofillForSetup, } = setupView.actions;
 export default setupView.reducer;

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

@@ -87,15 +87,17 @@ export function getBusinessVerificationDetails(state, companyId) {
     const { setupViewState, countryListState } = state;
     const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, updateStatus, } = setupViewState;
     const companyView = getCompanyView(state, companyId, []);
-    const { companyDetailsLocalData, companyOfficerLocalData } = getCompanyAndIdentityDetails(state, companyId, {
+    const { companyDetailsLocalData, companyOfficerLocalData, parsingDocumentFileIds, } = getCompanyAndIdentityDetails(state, companyId, {
         companyDetails,
         companyOfficerUpdateStatus,
         primaryContactDetails,
+        parsingDocumentFileIds: setupViewState.parsingDocumentFileIds,
     });
     const allNationalityCountries = countryListState.byCountryListCode.nationalityCountryList.countries;
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds,
         companyView,
         updateStatus,
         allNationalityCountries,
@@ -119,6 +121,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
         const companyAddress = addressViewState.newAddressState?.company_address;
         const registeredCompanyAddress = addressViewState.newAddressState?.company_registered_address;
         companyDetailsLocalData = {
+            autoFilledFields: companyDetails.autoFilledFields,
             companyId,
             companyDescription,
             companyLegalName,
@@ -191,6 +194,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
             const companyOfficerAddress = addressViewState.newAddressState?.[addressType];
             companyOfficerLocalData[officerType] = {
                 ...companyOfficer.localData,
+                autoFilledFields: companyOfficer.autoFilledFields,
                 userFiles: getFilesByFileIds(fileState, fileIds),
                 additionalFiles: getFilesByFileIds(fileState, additionalSubmittedDocumentsForVerificationFileIds),
                 deleteFileStatusById,
@@ -204,6 +208,7 @@ export const getCompanyAndIdentityDetails = (state, companyId, companyAndIdentit
     return {
         companyDetailsLocalData,
         companyOfficerLocalData,
+        parsingDocumentFileIds: companyAndIdentityDetails.parsingDocumentFileIds,
     };
 };
 /* This helper function takes deposit accounts and payment accounts

package/lib/esm/view/spendManagement/commonSetup/types/kycKybAutofill.js

@@ -0,0 +1,41 @@
+/** Confidence floor below which we drop an autofill candidate. */
+export const KYC_KYB_AUTOFILL_MIN_CONFIDENCE = 0.5;
+/**
+ * Maps the form-side {@link KycSelectDocumentType} (camelCase) to the
+ * parser-side {@link KycProvidedDocumentType} (snake_case). Returns `null` for
+ * `stateId`, which has no parser today.
+ */
+export const toKycProvidedDocumentType = (selectType) => {
+    switch (selectType) {
+        case 'driverLicense':
+            return 'driving_license';
+        case 'passport':
+            return 'passport';
+        case 'ssnCard':
+            return 'social_security_card';
+        case 'stateId':
+            return null;
+    }
+};
+/**
+ * Maps a persisted {@link AllowedDocumentType} (snake_case — the value stored on
+ * an officer's `documentTypeSelectedForVerification`) to the parser-side
+ * {@link KycProvidedDocumentType}. Returns `null` for document types with no KYC
+ * parser today (e.g. `id_document` / state ID, and any non-identity doc).
+ *
+ * The officer's stored selection is an `AllowedDocumentType`, not a
+ * {@link KycSelectDocumentType}; use this — not {@link toKycProvidedDocumentType}
+ * — when triggering autofill off that field.
+ */
+export const toKycProvidedDocumentTypeFromAllowed = (allowedType) => {
+    switch (allowedType) {
+        case 'passport':
+            return 'passport';
+        case 'driving_license':
+            return 'driving_license';
+        case 'social_security_card':
+            return 'social_security_card';
+        default:
+            return null;
+    }
+};